JPMorgan Chase & Co
JPM- Exchange
- NYSE
- Industry
- National Commercial Banks
- SEC CIK
- 0000019617
In the last 90 days, JPMorgan Chase & Co insiders filed 0 open-market purchases and 2 sales; 5,158 institutions reported holding it in 13F filings for Q2 2026, worth $643.7B in total; 7 superinvestors hold it, including Viking Global Investors and Markel Group.
Other share classesAMJBVYLDJPM.PCJPM.PDJPM.PJJPM.PKJPM.PLJPM.PM
13F holders, Q4 2023
Institutional positions in JPMorgan Chase & Co as of Dec 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 4,001
- +356 vs. Q3 2023
- Shares held
- 2.07B
- +27.1M (+1.3%) vs. Q3 2023
- Total value
- $351.8B
- +$55.6B (+18.8%) vs. Q3 2023
- New holders
- 459
- 1,574 more added
- Sold out
- 103
- 1,643 more reduced
65 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting JPM on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 5,158 | $643.7B |
| Q1 2026 | 5,103 | $572.0B |
| Q4 2025 | 5,154 | $639.5B |
| Q3 2025 | 4,765 | $618.0B |
| Q2 2025 | 4,752 | $582.4B |
| Q1 2025 | 4,679 | $494.6B |
| Q4 2024 | 4,680 | $490.0B |
| Q3 2024 | 4,215 | $429.4B |
| Q2 2024 | 4,181 | $416.2B |
| Q1 2024 | 4,120 | $414.5B |
| Q4 2023 | 4,001 | $351.8B |
| Q3 2023 | 3,710 | $297.0B |
| Q2 2023 | 3,672 | $297.6B |
| Q1 2023 | 3,612 | $266.3B |
| Q4 2022 | 3,628 | $278.3B |
| Q3 2022 | 3,395 | $212.9B |
| Q2 2022 | 3,427 | $229.3B |
| Q1 2022 | 3,519 | $278.9B |
| Q4 2021 | 3,595 | $330.1B |
| Q3 2021 | 3,239 | $342.0B |
| Q2 2021 | 3,246 | $329.3B |
| Q1 2021 | 3,218 | $330.3B |
Institutions, Q4 2023
Shares, value and share of portfolio for each institution holding JPMorgan Chase & Co; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Alta Capital Management LLC | 26,772 | $4.55M | 0.29% | +733+2.8% | Added |
| Indiana Trust & Investment Management CO | 26,761 | $4.55M | 2.06% | +108+0.4% | Added |
| Pure Financial Advisors, Inc. | 26,737 | $4.55M | 0.16% | +20,821+351.9% | Added |
| NWF Advisory Services Inc. | 26,711 | $4.54M | 0.90% | +1,044+4.1% | Added |
| Midwest Professional Planners, LTD. | 26,667 | $4.54M | 1.81% | +1,625+6.5% | Added |
| J. W. Coons Advisors, LLC | 26,591 | $4.52M | 1.22% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 26,590 | $4.52M | 0.37% | +468+1.8% | Added |
| Hunter Perkins Capital Management, LLC | 26,592 | $4.52M | 0.95% | +1,856+7.5% | Added |
| Atlas Brown,Inc. | 26,572 | $4.52M | 1.87% | +141+0.5% | Added |
| Doliver Advisors, LP | 26,481 | $4.50M | 1.38% | −1,014−3.7% | Reduced |
| Richard P Slaughter Associates Inc | 26,411 | $4.49M | 1.12% | +15,825+149.5% | Added |
| BOK Financial Private Wealth, Inc. | 26,391 | $4.49M | 0.36% | −1,214−4.4% | Reduced |
| Scott & Selber, Inc. | 26,387 | $4.49M | 1.68% | +579+2.2% | Added |
| Ables, Iannone, Moore & Associates, Inc. | 26,189 | $4.45M | 3.40% | +26,189 | New |
| Mountain Pacific Investment Advisers Inc | 26,178 | $4.45M | 0.28% | −400−1.5% | Reduced |
| Holderness Investments Co | 26,141 | $4.45M | 1.22% | +6,799+35.2% | Added |
| KLCM Advisors, Inc. | 26,107 | $4.44M | 0.69% | −85−0.3% | Reduced |
| TrinityPoint Wealth, LLC | 26,088 | $4.44M | 0.80% | +160+0.6% | Added |
| Montecito Bank & Trust | 26,087 | $4.44M | 0.95% | −1,563−5.7% | Reduced |
| Essex Savings Bank | 26,048 | $4.43M | 1.29% | +1,880+7.8% | Added |
| Fairfield, Bush & Co. | 26,033 | $4.43M | 2.60% | −5,564−17.6% | Reduced |
| Malaga Cove Capital, LLC | 25,963 | $4.42M | 1.86% | −1,269−4.7% | Reduced |
| Parisi Gray Wealth Management | 25,929 | $4.41M | 1.79% | +92+0.4% | Added |
| Am Investment Strategies LLC | 25,823 | $4.39M | 1.24% | +45+0.2% | Added |
| Hennion & Walsh Asset Management, Inc. | 25,819 | $4.39M | 0.25% | −4,849−15.8% | Reduced |
| Shoker Investment Counsel, Inc. | 25,814 | $4.39M | 1.70% | +30+0.1% | Added |
| Modus Advisors, LLC | 25,776 | $4.38M | 1.78% | +318+1.2% | Added |
| Brandywine Oak Private Wealth LLC | 25,741 | $4.38M | 0.49% | −45−0.2% | Reduced |
| Signature Wealth Management Group | 25,728 | $4.38M | 2.02% | +25,728 | New |
| Papp L Roy & Associates | 25,727 | $4.38M | 0.54% | −73−0.3% | Reduced |
| Benjamin Edwards Inc | 25,710 | $4.37M | 0.95% | +1,232+5.0% | Added |
| DF Dent & Co Inc | 25,685 | $4.37M | 0.06% | −3,477−11.9% | Reduced |
| Rowland & Co Investment Counsel | 25,633 | $4.36M | 1.00% | +300+1.2% | Added |
| Union Heritage Capital, LLC | 25,600 | $4.35M | 2.26% | 00.0% | Unchanged |
| Lee Danner & Bass Inc | 25,572 | $4.35M | 0.37% | −80.0% | Reduced |
| SOL Capital Management CO | 25,538 | $4.34M | 0.59% | −165−0.6% | Reduced |
| EverSource Wealth Advisors, LLC | 25,512 | $4.34M | 0.40% | −1,237−4.6% | Reduced |
| BBR Partners, LLC | 25,437 | $4.33M | 0.44% | +1,266+5.2% | Added |
| Citizens & Northern Corp | 25,368 | $4.32M | 1.54% | −654−2.5% | Reduced |
| Mount Vernon Associates Inc | 25,362 | $4.31M | 4.23% | −250−1.0% | Reduced |
| Liberty Capital Management, Inc. | 25,349 | $4.31M | 1.13% | −311−1.2% | Reduced |
| Quadrant Private Wealth Management, LLC | 25,309 | $4.31M | 1.19% | +2,561+11.3% | Added |
| Mystic Asset Management, Inc. | 25,295 | $4.30M | 2.06% | +923+3.8% | Added |
| Rosenblum Silverman Sutton S F Inc | 25,278 | $4.30M | 1.37% | −1,935−7.1% | Reduced |
| Gradient Capital Advisors, LLC | 25,262 | $4.30M | 1.64% | −113−0.4% | Reduced |
| United Bank | 25,235 | $4.29M | 2.37% | −205−0.8% | Reduced |
| Nicolet Bankshares Inc | 25,218 | $4.29M | 1.15% | +1,395+5.9% | Added |
| Adirondack Trust Co | 23,048 | $4.29M | 1.85% | −464−2.0% | Reduced |
| Newman Dignan & Sheerar, Inc. | 25,203 | $4.29M | 1.29% | +1,114+4.6% | Added |
| WD Rutherford LLC | 25,161 | $4.28M | 2.49% | −344−1.3% | Reduced |
| IMA Wealth, Inc. | 25,161 | $4.28M | 2.14% | −1,857−6.9% | Reduced |
| Leelyn Smith, LLC | 25,145 | $4.28M | 0.94% | +2,693+12.0% | Added |
| Accurate Wealth Management, LLC | 25,106 | $4.28M | 1.33% | −785−3.0% | Reduced |
| Financial Advisory Partners, LLC | 25,116 | $4.27M | 1.55% | −291−1.1% | Reduced |
| Slagle Financial, LLC | 50,178 | $4.27M | 2.45% | +24,608+96.2% | Added |
| Investment Research & Advisory Group, Inc. | 25,102 | $4.27M | 2.20% | −74−0.3% | Reduced |
| Mathes Company, Inc. | 25,083 | $4.27M | 1.76% | +4,843+23.9% | Added |
| Atlas Wealth LLC | 29,423 | $4.27M | 2.32% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 25,040 | $4.26M | 1.65% | −49−0.2% | Reduced |
| Greenfield Savings Bank | 25,008 | $4.25M | 2.46% | +78+0.3% | Added |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 25,000 | $4.25M | 2.33% | +4,000+19.0% | Added |
| Eos Management, L.P. | 25,000 | $4.25M | 1.88% | 00.0% | Unchanged |
| S&CO Inc | 24,999 | $4.25M | 0.33% | 00.0% | Unchanged |
| SeaBridge Investment Advisors LLC | 24,989 | $4.25M | 1.24% | +60+0.2% | Added |
| Gryphon Financial Partners LLC | 25,004 | $4.24M | 0.75% | +10,025+66.9% | Added |
| Financial Strategies Group, Inc. | 24,858 | $4.24M | 1.21% | +3,210+14.8% | Added |
| Morton Community Bank | 24,822 | $4.22M | 1.38% | +24,822 | New |
| Cornerstone Wealth Management, LLC | 24,791 | $4.22M | 0.36% | −2,256−8.3% | Reduced |
| Tyche Wealth Partners LLC | 24,769 | $4.21M | 1.02% | +24,769 | New |
| Ronald Blue Trust, Inc. | 28,990 | $4.20M | 0.07% | −4,034−12.2% | Reduced |
| Argus Investors' Counsel, Inc. | 24,663 | $4.20M | 2.69% | +149+0.6% | Added |
| Studio Investment Management LLC | 24,657 | $4.19M | 1.07% | +680+2.8% | Added |
| DRW Securities, LLC | 24,608 | $4.19M | 0.13% | +6,450+35.5% | Added |
| Signet Investment Advisory Group, Inc. | 24,628 | $4.19M | 2.52% | +196+0.8% | Added |
| Blume Capital Management, Inc. | 24,623 | $4.19M | 1.12% | −120−0.5% | Reduced |
| Roanoke Asset Management Corp | 24,624 | $4.19M | 1.55% | +89+0.4% | Added |
| Patriot Financial Group Insurance Agency, LLC | 24,620 | $4.19M | 0.79% | +2,171+9.7% | Added |
| Worldquant Millennium Advisors LLC | 24,611 | $4.19M | 0.06% | −46,495−65.4% | Reduced |
| High Note Wealth, LLC | 24,610 | $4.19M | 1.57% | −472−1.9% | Reduced |
| Sterling Investment Advisors, Ltd. | 24,588 | $4.18M | 1.30% | −601−2.4% | Reduced |
| PFG Investments, LLC | 24,562 | $4.18M | 0.78% | +436+1.8% | Added |
| Grandfield & Dodd, LLC | 24,469 | $4.16M | 0.29% | −80−0.3% | Reduced |
| Octavia Wealth Advisors, LLC | 24,465 | $4.16M | 0.73% | −641−2.6% | Reduced |
| SWS Partners | 24,457 | $4.16M | 1.36% | +1,157+5.0% | Added |
| Lincoln Capital Corp | 24,417 | $4.15M | 2.03% | −800−3.2% | Reduced |
| Connecticut Wealth Management, LLC | 24,390 | $4.15M | 0.24% | +5,809+31.3% | Added |
| Red Cedar Investment Management, LLC | 24,379 | $4.15M | 0.60% | +536+2.2% | Added |
| Trustco Bank Corp N Y | 24,357 | $4.14M | 4.48% | −120.0% | Reduced |
| Grove Bank & Trust | 24,292 | $4.13M | 0.76% | −22−0.1% | Reduced |
| Winch Advisory Services, LLC | 24,228 | $4.12M | 1.37% | +139+0.6% | Added |
| Van Eck Associates Corp | 24,168 | $4.11M | 0.01% | −9,616−28.5% | Reduced |
| Mechanics Financial Corp | 24,162 | $4.11M | 2.31% | −1,226−4.8% | Reduced |
| Harbor Advisors LLC | 24,148 | $4.11M | 0.79% | 00.0% | Unchanged |
| Bank of Stockton | 24,011 | $4.09M | 1.35% | +432+1.8% | Added |
| Guardian Wealth Advisors, LLC | 24,024 | $4.09M | 0.62% | +316+1.3% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 23,985 | $4.08M | 2.08% | −533−2.2% | Reduced |
| Premier Path Wealth Partners, LLC | 24,087 | $4.08M | 0.90% | +24,087 | New |
| Gilliland Jeter Wealth Management LLC | 23,954 | $4.07M | 1.69% | +23,954 | New |
| Patrick M Sweeney & Associates, Inc | 23,940 | $4.07M | 3.72% | +23,940 | New |
| Curbstone Financial Management Corp | 23,930 | $4.07M | 0.92% | +60+0.3% | Added |