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 |
|---|---|---|---|---|---|
| Laird Norton Trust Company, LLC | 23,890 | $4.06M | 0.48% | +16,174+209.6% | Added |
| RB Capital Management, LLC | 23,886 | $4.06M | 1.18% | +254+1.1% | Added |
| Brevan Howard Capital Management LP | 23,882 | $4.06M | 0.41% | +23,882 | New |
| Kinsale Capital Group, Inc. | 23,873 | $4.06M | 2.01% | +6,559+37.9% | Added |
| Proquility Private Wealth Partners, LLC | 23,871 | $4.06M | 1.54% | −1,140−4.6% | Reduced |
| Financial Advocates Investment Management | 23,855 | $4.06M | 0.27% | −577−2.4% | Reduced |
| Columbia Trust Co 01012016 | 23,847 | $4.06M | 1.83% | +2,087+9.6% | Added |
| Steward Partners Investment Solutions, LLC | 23,836 | $4.05M | 1.69% | +23,836 | New |
| Wakefield Asset Management LLLP | 23,766 | $4.04M | 1.50% | +3,904+19.7% | Added |
| Y-Intercept (Hong Kong) Ltd | 23,760 | $4.04M | 0.38% | +10,081+73.7% | Added |
| Nichols & Pratt Advisers LLP | 23,733 | $4.04M | 0.29% | −210−0.9% | Reduced |
| Continuum Advisory, LLC | 23,666 | $4.03M | 0.57% | −27,945−54.1% | Reduced |
| Desjardins Global Asset Management Inc. | 23,648 | $4.02M | 0.43% | −7,623−24.4% | Reduced |
| Prestige Wealth Management Group LLC | 23,628 | $4.02M | 0.91% | +1,571+7.1% | Added |
| Weitz Investment Management, Inc.SuperinvestorWeitz Investment Management | 23,500 | $4.00M | 0.21% | 00.0% | Unchanged |
| Handelsinvest Investeringsforvaltning | 23,483 | $3.99M | 1.63% | +23,483 | New |
| Charles Schwab Trust Co | 23,433 | $3.99M | 0.39% | −963−3.9% | Reduced |
| Marks Group Wealth Management, Inc | 23,417 | $3.98M | 0.45% | −1,674−6.7% | Reduced |
| Seascape Capital Management | 23,382 | $3.98M | 1.68% | +711+3.1% | Added |
| Trinity Legacy Partners, LLC | 23,378 | $3.98M | 1.25% | +452+2.0% | Added |
| Blue Edge Capital, LLC | 23,369 | $3.98M | 0.75% | +877+3.9% | Added |
| Pavion Blue Capital, LLC | 23,329 | $3.97M | 2.19% | −102−0.4% | Reduced |
| Triasima Portfolio Management inc. | 23,298 | $3.96M | 0.33% | −1,110−4.5% | Reduced |
| West Michigan Advisors, LLC | 23,240 | $3.95M | 1.50% | +2,104+10.0% | Added |
| Capital Investment Advisory Services, LLC | 23,221 | $3.95M | 0.37% | −1,174−4.8% | Reduced |
| Sheets Smith Wealth Management | 23,212 | $3.95M | 0.56% | −622−2.6% | Reduced |
| Moreno Evelyn V | 23,205 | $3.95M | 1.86% | −37,721−61.9% | Reduced |
| Clear Creek Financial Management, LLC | 23,142 | $3.94M | 0.63% | +270+1.2% | Added |
| Verition Fund Management LLC | 23,058 | $3.92M | 0.04% | −6,791−22.8% | Reduced |
| Coastline Trust Co | 23,027 | $3.92M | 0.52% | +2,595+12.7% | Added |
| Gables Capital Management Inc. | 23,024 | $3.92M | 2.43% | +20+0.1% | Added |
| Ameliora Wealth Management Ltd. | 23,020 | $3.92M | 1.94% | +4,779+26.2% | Added |
| Central Valley Advisors, LLC | 23,011 | $3.91M | 2.30% | +23,011 | New |
| Trustmark National Bank Trust Department | 22,965 | $3.91M | 0.36% | −99−0.4% | Reduced |
| Advisors Management Group Inc | 22,965 | $3.91M | 1.06% | +262+1.2% | Added |
| Norway Savings Bank | 22,958 | $3.91M | 1.73% | −198−0.9% | Reduced |
| Virginia Wealth Management Group, Inc. | 22,916 | $3.90M | 3.41% | −5,613−19.7% | Reduced |
| VisionPoint Advisory Group, LLC | 22,899 | $3.90M | 1.44% | −1,590−6.5% | Reduced |
| Transatlantique Private Wealth LLC | 22,897 | $3.89M | 1.82% | +1,571+7.4% | Added |
| WealthPlan Investment Management, LLC | 22,881 | $3.89M | 0.62% | +276+1.2% | Added |
| Delta Financial Group, Inc. | 22,868 | $3.89M | 1.22% | −681−2.9% | Reduced |
| Maxwell Wealth Strategies Inc. | 22,850 | $3.89M | 2.54% | +22,850 | New |
| Mirabaud & Cie SA | 22,812 | $3.88M | 1.29% | +22,812 | New |
| Dudley Capital Management, LLC | 22,802 | $3.88M | 2.49% | +50.0% | Added |
| NCM Capital Management, LLC | 22,796 | $3.88M | 2.35% | +27+0.1% | Added |
| Highlander Capital Management, LLC | 22,787 | $3.88M | 1.38% | +590+2.7% | Added |
| Key Financial Inc | 22,740 | $3.87M | 1.06% | +3,740+19.7% | Added |
| Certified Advisory Corp | 22,712 | $3.86M | 0.59% | −32,313−58.7% | Reduced |
| Great Lakes Retirement, Inc. | 22,671 | $3.86M | 0.64% | +104+0.5% | Added |
| Jmac Enterprises LLC | 22,637 | $3.85M | 0.83% | +1,028+4.8% | Added |
| Convergence Investment Partners, LLC | 22,631 | $3.85M | 2.01% | +181+0.8% | Added |
| Asahi Life Asset Management Co., Ltd. | 22,603 | $3.84M | 2.11% | −14,839−39.6% | Reduced |
| Quadcap Wealth Management, LLC | 22,553 | $3.84M | 0.99% | +22,553 | New |
| Summit Global Investments | 22,465 | $3.82M | 0.25% | −8,900−28.4% | Reduced |
| Guardian Investment Management | 22,435 | $3.82M | 3.24% | −33−0.1% | Reduced |
| Gilder Gagnon Howe & Co LLC | 22,343 | $3.80M | 0.05% | −146−0.6% | Reduced |
| Altfest L J & Co Inc | 22,332 | $3.80M | 0.55% | −493−2.2% | Reduced |
| Wealthsource Partners, LLC | 22,301 | $3.79M | 0.25% | −820−3.5% | Reduced |
| Northcape Wealth Management, LLC | 22,242 | $3.78M | 1.37% | −250−1.1% | Reduced |
| Account Management LLC | 22,215 | $3.78M | 4.52% | 00.0% | Unchanged |
| Wunderlich Capital Managemnt | 22,169 | $3.77M | 1.70% | −715−3.1% | Reduced |
| Trifecta Capital Advisors, LLC | 22,164 | $3.77M | 1.04% | +237+1.1% | Added |
| Peachtree Investment Partners, LLC | 22,125 | $3.76M | 1.54% | +9,968+82.0% | Added |
| Larson Financial Group LLC | 22,094 | $3.76M | 0.33% | −833−3.6% | Reduced |
| Beaton Management Co. Inc. | 22,079 | $3.76M | 2.25% | −330−1.5% | Reduced |
| Intrepid Financial Planning Group LLC | 22,081 | $3.76M | 1.80% | 00.0% | Unchanged |
| Trinity Financial Advisors LLC | 22,072 | $3.75M | 1.83% | −393−1.7% | Reduced |
| Bowman & Co S.C. | 22,066 | $3.75M | 2.61% | +1,159+5.5% | Added |
| Lineweaver Wealth Advisors, LLC | 21,998 | $3.74M | 0.97% | +2,870+15.0% | Added |
| Andra AP-fonden | 22,000 | $3.74M | 0.20% | −18,100−45.1% | Reduced |
| Lodestone Wealth Management LLC | 21,998 | $3.74M | 2.18% | +91+0.4% | Added |
| Outfitter Financial LLC | 21,898 | $3.72M | 3.26% | −55−0.3% | Reduced |
| O'Rourke & Company, Inc | 21,870 | $3.72M | 2.40% | +378+1.8% | Added |
| Concord Wealth Partners | 21,869 | $3.72M | 0.74% | +2,455+12.6% | Added |
| Pacifica Partners Inc. | 23,392 | $3.70M | 1.82% | +41+0.2% | Added |
| Phoenix Wealth Advisors | 21,474 | $3.70M | 2.57% | −221−1.0% | Reduced |
| Massachusetts Wealth Management | 21,719 | $3.69M | 2.98% | +509+2.4% | Added |
| Bank Ozk | 21,668 | $3.69M | 1.80% | −820−3.6% | Reduced |
| MCF Advisors LLC | 21,616 | $3.68M | 0.30% | +388+1.8% | Added |
| VeraBank, N.A. | 21,613 | $3.68M | 1.24% | −84−0.4% | Reduced |
| Intellectus Partners, LLC | 21,545 | $3.66M | 1.06% | +309+1.5% | Added |
| Liberty One Investment Management, LLC | 21,525 | $3.66M | 0.45% | +941+4.6% | Added |
| Cohen Investment Advisors LLC | 21,500 | $3.66M | 2.69% | −50−0.2% | Reduced |
| Pine Ridge Advisers LLC | 21,500 | $3.66M | 0.64% | 00.0% | Unchanged |
| NVWM, LLC | 21,484 | $3.65M | 1.10% | −1,338−5.9% | Reduced |
| Legato Capital Management LLC | 21,465 | $3.65M | 0.48% | 00.0% | Unchanged |
| Edgewood Management LLC | 21,464 | $3.65M | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 21,415 | $3.64M | 0.81% | +209+1.0% | Added |
| Marathon Capital Management | 21,403 | $3.64M | 0.92% | +1,009+4.9% | Added |
| CNB Bank | 21,321 | $3.63M | 1.95% | −963−4.3% | Reduced |
| West Oak Capital, LLC | 21,452 | $3.63M | 1.70% | −550−2.5% | Reduced |
| Platte River Wealth Advisors, LLC | 21,257 | $3.62M | 1.20% | +1,252+6.3% | Added |
| Sugarloaf Wealth Management, LLC | 21,148 | $3.60M | 0.87% | +597+2.9% | Added |
| Brown, Lisle/Cummings, Inc. | 21,128 | $3.59M | 1.33% | −499−2.3% | Reduced |
| Second Half Financial Partners, LLC | 21,127 | $3.59M | 1.77% | −176−0.8% | Reduced |
| Strategic Planning Group, LLC | 21,121 | $3.59M | 1.19% | +21,121 | New |
| Resurgent Financial Advisors LLC | 21,009 | $3.57M | 2.20% | −69−0.3% | Reduced |
| Spirit of America Management Corp | 20,992 | $3.57M | 0.78% | 00.0% | Unchanged |
| Poehling Capital Management, LLC | 20,991 | $3.57M | 1.13% | +295+1.4% | Added |
| Knott David M Jr | 20,985 | $3.57M | 1.36% | 00.0% | Unchanged |