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 |
|---|---|---|---|---|---|
| Transamerica Financial Advisors, Inc. | 20,972 | $3.57M | 0.49% | −8,171−28.0% | Reduced |
| Eagle Capital Management, LLC | 20,970 | $3.57M | 1.74% | +129+0.6% | Added |
| CoreCap Advisors, LLC | 20,965 | $3.57M | 0.23% | −729−3.4% | Reduced |
| Abacus Planning Group, Inc. | 20,912 | $3.56M | 0.75% | −86−0.4% | Reduced |
| Archford Capital Strategies, LLC | 20,892 | $3.55M | 0.65% | −1,208−5.5% | Reduced |
| StrongBox Wealth, LLC | 20,872 | $3.55M | 2.07% | −116−0.6% | Reduced |
| Archer Investment Corp | 20,860 | $3.55M | 1.14% | +357+1.7% | Added |
| Crescent Sterling, Ltd. | 20,828 | $3.54M | 3.53% | −172−0.8% | Reduced |
| Legacy Advisors, LLC | 20,824 | $3.54M | 0.46% | +764+3.8% | Added |
| Piscataqua Savings Bank | 20,816 | $3.54M | 3.31% | −6,276−23.2% | Reduced |
| Naviter Wealth, LLC | 20,806 | $3.54M | 0.71% | +4,201+25.3% | Added |
| Leisure Capital Management | 20,802 | $3.54M | 1.91% | −1,218−5.5% | Reduced |
| Nwam LLC | 20,773 | $3.53M | 0.28% | −31−0.1% | Reduced |
| Prudent Man Advisors, LLC | 20,752 | $3.53M | 1.32% | +677+3.4% | Added |
| Hoey Investments, Inc | 20,631 | $3.51M | 1.00% | +2,752+15.4% | Added |
| FLC Capital Advisors | 20,625 | $3.51M | 0.95% | +481+2.4% | Added |
| Northstar Asset Management LLC | 20,616 | $3.51M | 0.92% | −125−0.6% | Reduced |
| Investment House LLC | 20,596 | $3.50M | 0.25% | +15,245+284.9% | Added |
| Landmark Financial Advisors, LLC | 20,593 | $3.50M | 1.26% | +157+0.8% | Added |
| OneAscent Financial Services LLC | 20,588 | $3.50M | 0.43% | +14,200+222.3% | Added |
| Canopy Partners, LLC | 20,570 | $3.50M | 2.13% | +20,570 | New |
| Ostrum Asset Management | 20,531 | $3.49M | 0.30% | −138−0.7% | Reduced |
| Cassaday & Co Wealth Management LLC | 20,525 | $3.49M | 0.12% | +76+0.4% | Added |
| DeDora Capital, Inc. | 20,515 | $3.49M | 1.22% | +351+1.7% | Added |
| Mather Group, LLC. | 20,493 | $3.49M | 0.05% | +1,612+8.5% | Added |
| Agate Pass Investment Management, LLC | 20,488 | $3.49M | 2.02% | +586+2.9% | Added |
| Evermay Wealth Management LLC | 20,481 | $3.48M | 0.64% | −1,700−7.7% | Reduced |
| Baker Tilly Wealth Management, LLC | 20,439 | $3.48M | 0.57% | −2,204−9.7% | Reduced |
| Royal Capital Wealth Management, LLC | 20,429 | $3.48M | 3.01% | +84+0.4% | Added |
| River & Mercantile Asset Management LLP | 20,356 | $3.47M | 0.66% | −203−1.0% | Reduced |
| Keebeck Wealth Management, LLC | 20,347 | $3.46M | 0.57% | +160+0.8% | Added |
| Mayflower Financial Advisors, LLC | 20,332 | $3.46M | 0.48% | −874−4.1% | Reduced |
| Sawgrass Asset Management LLC | 20,330 | $3.46M | 0.39% | −730−3.5% | Reduced |
| Sculati Wealth Management, LLC | 20,319 | $3.46M | 1.61% | +100+0.5% | Added |
| X-Square Capital, LLC | 20,283 | $3.45M | 1.90% | −801−3.8% | Reduced |
| Signature Wealth Management Partners, LLC | 20,256 | $3.45M | 3.02% | −30.0% | Reduced |
| Zullo Investment Group, Inc. | 20,256 | $3.45M | 1.77% | +357+1.8% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 20,255 | $3.45M | 1.86% | +144+0.7% | Added |
| Cobblestone Capital Advisors LLC | 20,213 | $3.44M | 0.23% | −443−2.1% | Reduced |
| Capital Investment Counsel, LLC | 20,151 | $3.43M | 1.29% | +20,151 | New |
| Generali Powszechne Towarzystwo Emerytalne | 20,118 | $3.42M | 1.79% | 00.0% | Unchanged |
| Portside Wealth Group, LLC | 20,074 | $3.41M | 0.64% | −932−4.4% | Reduced |
| Banco de Sabadell, S.A | 20,030 | $3.41M | 2.58% | −943−4.5% | Reduced |
| Everhart Financial Group, Inc. | 20,017 | $3.40M | 1.21% | +1,097+5.8% | Added |
| Advent Capital Management | 20,000 | $3.40M | 0.08% | +20,000 | New |
| Nicholas Investment Partners, LP | 19,967 | $3.40M | 0.40% | −11,930−37.4% | Reduced |
| Kensington Investment Counsel, LLC | 19,934 | $3.39M | 1.78% | +2,752+16.0% | Added |
| Congress Park Capital LLC | 19,932 | $3.39M | 1.66% | −215−1.1% | Reduced |
| O'Dell Group, LLC | 19,908 | $3.39M | 0.89% | −281−1.4% | Reduced |
| Magnolia Capital Advisors LLC | 19,124 | $3.37M | 2.46% | +945+5.2% | Added |
| RKL Wealth Management LLC | 19,812 | $3.37M | 0.36% | +1,673+9.2% | Added |
| Cetera Trust Company, N.A | 19,766 | $3.36M | 2.10% | +19,766 | New |
| StrategIQ Financial Group, LLC | 19,758 | $3.36M | 0.38% | −5,889−23.0% | Reduced |
| Heartland Bank & Trust Co | 19,692 | $3.35M | 2.31% | −1,406−6.7% | Reduced |
| Acropolis Investment Management, LLC | 19,659 | $3.34M | 0.23% | −266−1.3% | Reduced |
| Canton Hathaway, LLC | 19,639 | $3.34M | 1.01% | 00.0% | Unchanged |
| Secure Asset Management, LLC | 19,591 | $3.33M | 0.90% | −1,578−7.5% | Reduced |
| 180 Wealth Advisors, LLC | 19,297 | $3.32M | 0.66% | −387−2.0% | Reduced |
| Ritter Daniher Financial Advisory LLC | 19,519 | $3.32M | 1.23% | +1,381+7.6% | Added |
| Raelipskie Partnership | 19,517 | $3.32M | 2.02% | +19,517 | New |
| Tiemann Investment Advisors, LLC | 19,487 | $3.31M | 1.61% | −97−0.5% | Reduced |
| Founders Financial Securities LLC | 19,470 | $3.31M | 0.37% | +4,177+27.3% | Added |
| Investment Advisory Services Inc | 19,377 | $3.30M | 1.30% | −247−1.3% | Reduced |
| JT Stratford LLC | 19,370 | $3.29M | 0.75% | −218−1.1% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 19,306 | $3.29M | 0.80% | +12,822+197.7% | Added |
| Beaumont Financial Advisors, LLC | 19,362 | $3.29M | 0.30% | +361+1.9% | Added |
| Gold Investment Management Ltd. | 19,343 | $3.29M | 1.41% | +19,343 | New |
| Huber Capital Management LLC | 19,333 | $3.29M | 0.83% | −39−0.2% | Reduced |
| WT Wealth Management | 19,318 | $3.29M | 1.30% | +6,847+54.9% | Added |
| First United Bank Trust | 19,310 | $3.28M | 1.31% | −220−1.1% | Reduced |
| Investment Partners, Ltd. | 19,302 | $3.28M | 1.62% | −451−2.3% | Reduced |
| St. Louis Trust Co | 19,290 | $3.28M | 0.56% | +250+1.3% | Added |
| Pensionmark Financial Group, LLC | 19,282 | $3.28M | 0.43% | +14,957+345.8% | Added |
| Aureus Asset Management, LLC | 19,277 | $3.28M | 0.24% | +922+5.0% | Added |
| Finer Wealth Management, Inc. | 19,270 | $3.28M | 2.44% | +1,199+6.6% | Added |
| Harvey Investment Co LLC | 19,266 | $3.28M | 0.40% | 00.0% | Unchanged |
| Regatta Capital Group, LLC | 19,264 | $3.28M | 0.86% | +38+0.2% | Added |
| Concord Asset Management, LLC | 19,248 | $3.27M | 0.96% | +5,245+37.5% | Added |
| Cito Capital Group, LLC | 19,156 | $3.26M | 1.40% | +80.0% | Added |
| Glen Eagle Advisors, LLC | 19,110 | $3.25M | 0.68% | −1,269−6.2% | Reduced |
| New Potomac Partners, LLC | 19,048 | $3.24M | 1.93% | +1,556+8.9% | Added |
| Kampmann Melissa S. | 19,022 | $3.24M | 2.77% | +700+3.8% | Added |
| Oak Asset Management, LLC | 19,009 | $3.23M | 1.29% | −586−3.0% | Reduced |
| Campbell & CO Investment Adviser LLC | 18,970 | $3.23M | 0.29% | +18,970 | New |
| Obermeyer Wood Investment Counsel, LLLP | 18,958 | $3.22M | 0.22% | +387+2.1% | Added |
| MeadowBrook Investment Advisors LLC | 18,955 | $3.22M | 3.08% | +18,955 | New |
| Miller Investment Management, LP | 18,935 | $3.22M | 0.46% | 00.0% | Unchanged |
| Raab & Moskowitz Asset Management LLC | 18,932 | $3.22M | 1.02% | +1,235+7.0% | Added |
| Alexander Randolph Advisory, Inc. | 18,929 | $3.22M | 2.93% | +18,929 | New |
| Graybill Bartz & Assoc Ltd | 18,886 | $3.21M | 1.42% | +167+0.9% | Added |
| Van Cleef Asset Management,Inc | 18,854 | $3.21M | 0.45% | +16+0.1% | Added |
| Family Management Corp | 18,843 | $3.21M | 0.67% | +32+0.2% | Added |
| Keystone Financial Group | 18,814 | $3.20M | 0.56% | +263+1.4% | Added |
| Pinkerton Retirement Specialists, LLC | 18,780 | $3.19M | 0.62% | −1,421−7.0% | Reduced |
| Hedeker Wealth, LLC | 18,739 | $3.19M | 1.01% | −425−2.2% | Reduced |
| Winton Group Ltd | 18,716 | $3.18M | 0.23% | +18,716 | New |
| Peoples Financial Services Corp. | 18,703 | $3.18M | 1.38% | −41−0.2% | Reduced |
| HWG Holdings LP | 18,678 | $3.18M | 1.47% | +2,185+13.2% | Added |
| Karpas Strategies, LLC | 18,631 | $3.17M | 1.05% | −1,448−7.2% | Reduced |
| Guerra Pan Advisors, LLC | 18,615 | $3.17M | 3.02% | +372+2.0% | Added |