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 |
|---|---|---|---|---|---|
| Arbor Trust Wealth Advisors, LLC | 18,609 | $3.17M | 1.88% | +85+0.5% | Added |
| Sawyer & Company, Inc | 18,600 | $3.16M | 1.40% | −802−4.1% | Reduced |
| Tranquility Partners, LLC | 18,595 | $3.16M | 1.33% | −765−4.0% | Reduced |
| Andrew Hill Investment Advisors, Inc. | 18,571 | $3.16M | 3.29% | +18,571 | New |
| Processus Wealth & Capital Management, LLC | 18,565 | $3.16M | 3.16% | +18,565 | New |
| Wynn Capital, LLC | 18,564 | $3.16M | 2.58% | +18,564 | New |
| Ethos Financial Group, LLC | 18,561 | $3.16M | 0.67% | −1,749−8.6% | Reduced |
| BCGM Wealth Management, LLC | 18,545 | $3.15M | 1.28% | +111+0.6% | Added |
| Aspen Investment Management Inc | 18,516 | $3.15M | 1.76% | −12−0.1% | Reduced |
| Chesapeake Asset Management LLC | 18,505 | $3.15M | 2.81% | −359−1.9% | Reduced |
| WP Advisors, LLC | 18,480 | $3.14M | 1.16% | +370+2.0% | Added |
| Oak Family Advisors, LLC | 18,473 | $3.14M | 1.32% | +1,719+10.3% | Added |
| Occidental Asset Management, LLC | 18,460 | $3.14M | 0.65% | +494+2.7% | Added |
| Herr Investment Group LLC | 18,441 | $3.14M | 0.84% | −22,103−54.5% | Reduced |
| Cove Private Wealth, LLC | 18,400 | $3.13M | 2.97% | +18,400 | New |
| Vectors Research Management, LLC | 44,603 | $3.12M | 0.88% | +25,520+133.7% | Added |
| Relyea Zuckerberg Hanson LLC | 18,337 | $3.12M | 0.61% | +2,805+18.1% | Added |
| Black Swift Group, LLC | 18,315 | $3.12M | 0.94% | +18,315 | New |
| Goldstone Financial Group, LLC | 18,296 | $3.11M | 0.80% | +127+0.7% | Added |
| Integrated Investment Consultants, LLC | 18,287 | $3.11M | 0.98% | +406+2.3% | Added |
| Eads & Heald Wealth Management | 18,286 | $3.11M | 1.50% | −373−2.0% | Reduced |
| Snider Financial Group | 18,283 | $3.11M | 1.43% | +624+3.5% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 18,265 | $3.11M | 0.11% | +1,470+8.8% | Added |
| Tandem Capital Management Corp | 18,250 | $3.10M | 1.93% | −650−3.4% | Reduced |
| Second Line Capital, LLC | 18,238 | $3.10M | 1.24% | +18,238 | New |
| Prevail Innovative Wealth Advisors, LLC | 18,222 | $3.10M | 1.48% | +2,067+12.8% | Added |
| Hanson & Doremus Investment Management | 18,212 | $3.10M | 0.58% | −135−0.7% | Reduced |
| Aries Wealth Management | 18,197 | $3.10M | 1.10% | −1,048−5.4% | Reduced |
| Criterion Capital Advisors, LLC | 18,172 | $3.09M | 2.25% | +18,172 | New |
| Valley Brook Capital Group | 24,054 | $3.08M | 2.68% | +7,001+41.1% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 18,062 | $3.07M | 0.95% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 18,053 | $3.07M | 0.48% | −150−0.8% | Reduced |
| World Equity Group, Inc. | 18,043 | $3.07M | 0.62% | +214+1.2% | Added |
| Intrua Financial, LLC | 18,008 | $3.06M | 0.48% | −2,038−10.2% | Reduced |
| Condor Capital Management | 18,000 | $3.06M | 0.33% | −1,365−7.0% | Reduced |
| Aull & Monroe Investment Management Corp | 18,000 | $3.06M | 1.51% | −16−0.1% | Reduced |
| Smith, Moore & Co. | 17,995 | $3.06M | 0.36% | −20.0% | Reduced |
| Blueprint Investment Partners LLC | 17,992 | $3.06M | 0.84% | +2,286+14.6% | Added |
| Oak Harbor Wealth Partners, LLC | 17,992 | $3.06M | 1.03% | −1,280−6.6% | Reduced |
| Morningstar Investment Management LLC | 17,951 | $3.05M | 0.35% | +17,951 | New |
| Moseley Investment Management Inc | 17,909 | $3.05M | 1.69% | −195−1.1% | Reduced |
| Dumont & Blake Investment Advisors LLC | 17,881 | $3.04M | 0.94% | −1,195−6.3% | Reduced |
| Enterprise Financial Services Corp | 17,881 | $3.04M | 1.85% | −172−1.0% | Reduced |
| Good Life Advisors, LLC | 17,825 | $3.03M | 0.30% | +344+2.0% | Added |
| River Street Advisors LLC | 17,810 | $3.03M | 2.42% | +918+5.4% | Added |
| Home Federal Bank of Tennessee | 17,808 | $3.03M | 1.02% | −25−0.1% | Reduced |
| Fortune Financial Advisors, LLC | 17,797 | $3.03M | 2.11% | −951−5.1% | Reduced |
| Register Financial Advisors LLC | 17,777 | $3.02M | 2.02% | −553−3.0% | Reduced |
| Perkins Coie Trust Co | 17,769 | $3.02M | 0.76% | +1,942+12.3% | Added |
| White Pine Capital LLC | 17,711 | $3.01M | 1.16% | −2,179−11.0% | Reduced |
| Affinity Wealth Management LLC | 17,705 | $3.01M | 0.62% | −1,335−7.0% | Reduced |
| Channel Wealth LLC | 17,668 | $3.01M | 1.42% | +2,169+14.0% | Added |
| Everett Harris & Co | 17,644 | $3.00M | 0.04% | −98−0.6% | Reduced |
| Cedar Brook Financial Partners, LLC | 17,617 | $3.00M | 0.67% | +630+3.7% | Added |
| Court Place Advisors, LLC | 17,603 | $2.99M | 0.98% | −75−0.4% | Reduced |
| Pegasus Partners Ltd. | 17,589 | $2.99M | 0.35% | −60−0.3% | Reduced |
| Bull Street Advisors, LLC | 17,585 | $2.99M | 1.51% | +70+0.4% | Added |
| Coastal Investment Advisors, Inc. | 17,552 | $2.99M | 0.67% | −1,322−7.0% | Reduced |
| Worth Financial Advisory Group, LLC | 17,505 | $2.98M | 2.38% | +281+1.6% | Added |
| Center for Financial Planning, Inc. | 17,496 | $2.98M | 0.55% | +42+0.2% | Added |
| Trivant Custom Portfolio Group, LLC | 17,488 | $2.97M | 1.98% | −482−2.7% | Reduced |
| Ledge Wealth Management, Inc. | 17,466 | $2.97M | 1.15% | −387−2.2% | Reduced |
| Forza Wealth Management, LLC | 17,454 | $2.97M | 1.64% | −3,145−15.3% | Reduced |
| Financial Planning & Information Services, Inc. | 17,452 | $2.97M | 0.47% | 00.0% | Unchanged |
| Benin Management CORP | 17,446 | $2.97M | 1.01% | −150−0.9% | Reduced |
| Symphony Financial, Ltd. Co. | 17,539 | $2.96M | 0.64% | +13,767+365.0% | Added |
| Sage Investment Advisers LLC | 17,392 | $2.96M | 3.59% | −718−4.0% | Reduced |
| Garrett Investment Advisors LLC | 17,389 | $2.96M | 0.41% | −960−5.2% | Reduced |
| Moser Wealth Advisors, LLC | 17,359 | $2.95M | 1.88% | −120−0.7% | Reduced |
| Mission Creek Capital Partners, Inc. | 17,323 | $2.95M | 0.76% | +280+1.6% | Added |
| 3Chopt Investment Partners, LLC | 17,257 | $2.94M | 1.08% | +97+0.6% | Added |
| Simon Quick Advisors, LLC | 17,246 | $2.93M | 0.26% | −2,087−10.8% | Reduced |
| Nvest Financial, LLC | 17,238 | $2.93M | 2.31% | +944+5.8% | Added |
| Catalytic Wealth RIA, LLC | 17,225 | $2.93M | 1.32% | +17,225 | New |
| Mount Lucas Management LP | 17,143 | $2.92M | 1.03% | +17,143 | New |
| Skopos Labs, Inc. | 17,123 | $2.91M | 1.39% | +17,123 | New |
| Game Plan Financial Advisors, LLC | 17,093 | $2.91M | 1.67% | +17,093 | New |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 17,051 | $2.90M | 1.35% | −247−1.4% | Reduced |
| Plante Moran Financial Advisors, LLC | 17,040 | $2.90M | 0.30% | +1,624+10.5% | Added |
| Beech Hill Advisors, Inc. | 17,031 | $2.90M | 1.40% | −3,818−18.3% | Reduced |
| Missouri Trust & Investment Co | 17,016 | $2.89M | 1.17% | +459+2.8% | Added |
| Opinicus Capital, Inc. | 16,956 | $2.88M | 2.94% | +16,956 | New |
| Centiva Capital, LP | 16,947 | $2.88M | 0.18% | −20,267−54.5% | Reduced |
| Eclectic Associates Inc | 16,909 | $2.88M | 1.38% | −1,094−6.1% | Reduced |
| First City Capital Management, Inc. | 16,891 | $2.87M | 1.67% | −115−0.7% | Reduced |
| LGT Fund Management Co Ltd. | 16,870 | $2.87M | 1.23% | +5,970+54.8% | Added |
| Atlantic Edge Private Wealth Management, LLC | 16,842 | $2.86M | 1.16% | +16,842 | New |
| Central Bank & Trust Co | 16,833 | $2.86M | 0.44% | +5,184+44.5% | Added |
| Royal Harbor Partners, LLC | 16,823 | $2.86M | 1.33% | +532+3.3% | Added |
| Waterloo Capital, L.P. | 16,800 | $2.86M | 0.46% | +5,815+52.9% | Added |
| Granite Group Advisors, LLC | 15,143 | $2.85M | 2.02% | +15,143 | New |
| Boit C F David | 16,629 | $2.85M | 1.61% | +2,492+17.6% | Added |
| Vista Wealth Management Group, LLC | 16,717 | $2.84M | 0.24% | +402+2.5% | Added |
| Slocum, Gordon & Co LLP | 16,650 | $2.83M | 2.49% | 00.0% | Unchanged |
| Lederer & Associates Investment Counsel | 16,625 | $2.83M | 2.09% | −202−1.2% | Reduced |
| Martin & Co Inc | 16,625 | $2.83M | 0.70% | −578−3.4% | Reduced |
| M&G Investments (USA) Inc. | 16,612 | $2.82M | 2.78% | +16,612 | New |
| Voya Financial Advisors, Inc. | 16,509 | $2.81M | 0.34% | +144+0.9% | Added |
| KP Management LLC | 16,527 | $2.81M | 1.39% | +16,527 | New |
| FCG Investment Co | 16,507 | $2.81M | 2.75% | +16,507 | New |