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; 5,157 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
- 4,002
- +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
- 1,575 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 | 5,157 | $643.7B |
| Q1 2026 | 5,103 | $572.1B |
| Q4 2025 | 5,155 | $639.5B |
| Q3 2025 | 4,766 | $618.0B |
| Q2 2025 | 4,753 | $582.4B |
| Q1 2025 | 4,680 | $494.6B |
| Q4 2024 | 4,680 | $490.0B |
| Q3 2024 | 4,216 | $429.4B |
| Q2 2024 | 4,182 | $416.2B |
| Q1 2024 | 4,121 | $414.5B |
| Q4 2023 | 4,002 | $351.8B |
| Q3 2023 | 3,711 | $297.0B |
| Q2 2023 | 3,673 | $297.6B |
| Q1 2023 | 3,613 | $266.3B |
| Q4 2022 | 3,629 | $278.3B |
| Q3 2022 | 3,396 | $212.9B |
| Q2 2022 | 3,428 | $229.3B |
| Q1 2022 | 3,520 | $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 |
|---|---|---|---|---|---|
| Financial Counselors Inc | 474,807 | $80.8M | 1.44% | −538−0.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 473,254 | $80.5M | 1.09% | +6,019+1.3% | Added |
| Groupama Asset Managment | 469,646 | $79.9M | 2.08% | +469,646 | New |
| Basswood Capital Management, L.L.C. | 469,496 | $79.9M | 5.16% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 467,313 | $79.5M | 0.30% | −34,045−6.8% | Reduced |
| Park National Corp | 460,753 | $78.4M | 3.21% | −2,871−0.6% | Reduced |
| Degroof Petercam Asset Management | 457,383 | $77.8M | 1.02% | +457,383 | New |
| Berkshire Asset Management LLC | 455,227 | $77.4M | 4.41% | +1,966+0.4% | Added |
| E. Ohman J:or Asset Management AB | 452,223 | $76.9M | 2.82% | −23,357−4.9% | Reduced |
| Beacon Pointe Advisors, LLC | 451,190 | $76.7M | 0.92% | +14,992+3.4% | Added |
| USS Investment Management Ltd | 447,300 | $76.2M | 0.68% | −40,443−8.3% | Reduced |
| Gabelli Funds LLC | 439,147 | $74.7M | 0.58% | −2,925−0.7% | Reduced |
| GWM Advisors LLC | 439,385 | $74.6M | 0.71% | +39,112+9.8% | Added |
| Yousif Capital Management, LLC | 435,106 | $74.0M | 0.87% | −19,904−4.4% | Reduced |
| Glenview Trust Co | 433,503 | $73.7M | 1.81% | −24,430−5.3% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 432,114 | $73.5M | 0.92% | −20,464−4.5% | Reduced |
| iA Global Asset Management Inc. | 431,158 | $73.3M | 1.69% | +62,022+16.8% | Added |
| Tower Research Capital LLC (TRC) | 430,833 | $73.3M | 0.91% | +266,492+162.2% | Added |
| Adviser Investments LLC | 425,779 | $72.4M | 1.03% | +250,105+142.4% | Added |
| Border to Coast Pensions Partnership Ltd | 423,492 | $72.0M | 1.76% | +9,000+2.2% | Added |
| Xponance, Inc. | 421,076 | $71.6M | 0.86% | +37,990+9.9% | Added |
| Beck Mack & Oliver LLC | 418,143 | $71.1M | 1.65% | −11,620−2.7% | Reduced |
| Abrams Bison Investments, LLC | 414,000 | $70.4M | 7.06% | −6,000−1.4% | Reduced |
| QRG Capital Management, Inc. | 412,672 | $70.2M | 1.04% | +20,205+5.1% | Added |
| Pathstone Holdings, LLC | 410,466 | $70.1M | 0.38% | +410,466 | New |
| New York Life Investment Management LLC | 410,089 | $69.8M | 0.71% | −5,204−1.3% | Reduced |
| Locust Wood Capital Advisers, LLC | 408,974 | $69.6M | 2.95% | −23,188−5.4% | Reduced |
| Cullen/Frost Bankers, Inc. | 406,820 | $69.2M | 1.09% | −37,894−8.5% | Reduced |
| Mutual of America Capital Management LLC | 404,122 | $68.7M | 0.79% | −20,970−4.9% | Reduced |
| Impax Asset Management Group plc | 403,894 | $68.7M | 0.28% | −67,593−14.3% | Reduced |
| Stock Yards Bank & Trust Co | 403,016 | $68.6M | 2.44% | −20,311−4.8% | Reduced |
| Ofi Invest Asset Management | 444,652 | $68.5M | 2.30% | −4,875−1.1% | Reduced |
| Guidance Point Advisors, LLC | 400,991 | $68.2M | 25.23% | +1950.0% | Added |
| Becker Capital Management Inc | 400,971 | $68.2M | 2.46% | −2,086−0.5% | Reduced |
| Advisors Capital Management, LLC | 400,341 | $68.1M | 1.39% | +20,156+5.3% | Added |
| RNC Capital Management LLC | 399,364 | $67.9M | 4.07% | −4,288−1.1% | Reduced |
| Associated Banc-Corp | 398,398 | $67.8M | 2.35% | −964−0.2% | Reduced |
| D.A. Davidson & Co. | 395,604 | $67.3M | 0.66% | +8,189+2.1% | Added |
| TCTC Holdings, LLC | 388,047 | $66.0M | 2.41% | +538+0.1% | Added |
| Prio Wealth Limited Partnership | 386,427 | $65.7M | 2.26% | −3,062−0.8% | Reduced |
| Smith Chas P & Associates Pa Cpas | 386,259 | $65.7M | 4.33% | +3,779+1.0% | Added |
| Gunn & Co Investment Management, Inc. | 386,259 | $65.7M | 4.33% | +356,596+1,202.2% | Added |
| Hardy Reed LLC | 382,718 | $65.1M | 8.82% | +373,783+4,183.4% | Added |
| Nicholas Company, Inc. | 382,295 | $65.0M | 1.15% | 00.0% | Unchanged |
| Waters Parkerson & Co., LLC | 381,189 | $64.8M | 3.59% | −7,687−2.0% | Reduced |
| Global Frontier Investments LLC | 379,000 | $64.5M | 22.15% | +40,000+11.8% | Added |
| Quintet Private Bank (Europe) S.A. | 375,119 | $63.8M | 3.98% | −67,074−15.2% | Reduced |
| Sapient Capital LLC | 375,062 | $63.8M | 1.65% | +375,062 | New |
| Vaughan David Investments LLC | 374,019 | $63.6M | 1.74% | +1,512+0.4% | Added |
| Cetera Advisor Networks LLC | 373,594 | $63.5M | 0.35% | −5,884−1.6% | Reduced |
| O'Shaughnessy Asset Management, LLC | 373,443 | $63.5M | 0.84% | +114,014+43.9% | Added |
| Meitav Dash Investments Ltd | 373,118 | $63.4M | 0.93% | +1,154+0.3% | Added |
| Jane Street Group, LLC | 370,214 | $63.0M | 0.08% | −637,684−63.3% | Reduced |
| Seizert Capital Partners, LLC | 364,466 | $62.0M | 3.14% | −14,935−3.9% | Reduced |
| RMB Capital Management, LLC | 363,177 | $61.8M | 1.89% | −20,735−5.4% | Reduced |
| Raymond James Trust N.A. | 362,384 | $61.6M | 1.63% | +14,865+4.3% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 361,576 | $61.5M | 1.31% | −176,279−32.8% | Reduced |
| Carnegie Capital Asset Management, LLC | 355,586 | $60.5M | 2.08% | +1,899+0.5% | Added |
| Oppenheimer & Co Inc | 353,805 | $60.2M | 1.11% | −11,846−3.2% | Reduced |
| Principle Wealth Partners LLC | 352,942 | $60.0M | 5.17% | −439−0.1% | Reduced |
| Davis R M Inc | 351,355 | $59.8M | 1.38% | −4,666−1.3% | Reduced |
| Daiwa Securities Group Inc. | 347,197 | $59.1M | 0.37% | +17,218+5.2% | Added |
| Private Advisor Group, LLC | 343,791 | $58.5M | 0.45% | +16,584+5.1% | Added |
| Edgar Lomax Co | 343,788 | $58.5M | 3.82% | −13,900−3.9% | Reduced |
| Donaldson Capital Management, LLC | 341,773 | $58.1M | 2.61% | −2,986−0.9% | Reduced |
| United Services Automobile Association | 339,270 | $57.7M | 1.28% | +6,691+2.0% | Added |
| Flputnam Investment Management Co | 338,657 | $57.6M | 1.36% | −8,044−2.3% | Reduced |
| Vontobel Holding Ltd. | 338,597 | $57.6M | 0.48% | +218+0.1% | Added |
| Henshaw Capital LLC | 337,139 | $57.3M | 2.98% | 00.0% | Unchanged |
| Ilmarinen Mutual Pension Insurance Co | 335,369 | $57.0M | 0.77% | +9,500+2.9% | Added |
| British Columbia Investment Management Corp | 334,533 | $56.9M | 0.46% | +68,659+25.8% | Added |
| JTC Employer Solutions Trusteee Ltd | 334,103 | $56.9M | 5.14% | −2,117−0.6% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 332,974 | $56.6M | 0.72% | +70,601+26.9% | Added |
| Aristotle Atlantic Partners, LLC | 330,223 | $56.2M | 1.98% | +372+0.1% | Added |
| MAI Capital Management | 328,998 | $56.0M | 0.74% | +11,628+3.7% | Added |
| Welch Group, LLC | 328,466 | $55.9M | 3.01% | +701+0.2% | Added |
| State of Alaska, Department of Revenue | 328,147 | $55.8M | 0.66% | −31,660−8.8% | Reduced |
| ABN AMRO Bank N.V. | 325,961 | $55.7M | 0.92% | +21,859+7.2% | Added |
| Dodge & Cox | 325,535 | $55.4M | 0.04% | −4,975−1.5% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 324,830 | $55.3M | 0.23% | +30,202+10.3% | Added |
| Ceredex Value Advisors LLC | 322,966 | $54.9M | 0.95% | +62,918+24.2% | Added |
| Cetera Investment Advisers | 322,903 | $54.9M | 0.45% | −2,048−0.6% | Reduced |
| Cambiar Investors LLC | 322,292 | $54.8M | 2.16% | −6,879−2.1% | Reduced |
| Cornerstone Investment Partners, LLC | 320,548 | $54.5M | 3.07% | −85,387−21.0% | Reduced |
| Massmutual Trust Co FSB | 318,498 | $54.2M | 1.82% | −4,409−1.4% | Reduced |
| Guggenheim Capital LLC | 317,402 | $54.0M | 0.41% | −13,005−3.9% | Reduced |
| Lazard Asset Management LLC | 312,498 | $53.2M | 0.07% | +4,677+1.5% | Added |
| Deprince Race & Zollo Inc | 311,068 | $52.9M | 1.19% | −9,954−3.1% | Reduced |
| Cambridge Trust Co | 310,562 | $52.8M | 2.20% | +1,974+0.6% | Added |
| Miller Howard Investments Inc | 309,754 | $52.7M | 1.84% | −3,063−1.0% | Reduced |
| Private Management Group Inc | 308,668 | $52.5M | 2.01% | −9,090−2.9% | Reduced |
| Synovus Financial Corp | 306,610 | $52.2M | 0.74% | −80,534−20.8% | Reduced |
| Waverton Investment Management Ltd | 304,377 | $51.8M | 1.26% | +19,581+6.9% | Added |
| Susquehanna Portfolio Strategies, LLC | 304,609 | $51.8M | 0.92% | +304,609 | New |
| Intech Investment Management LLC | 304,465 | $51.8M | 0.75% | −10,895−3.5% | Reduced |
| Polaris Capital Management, LLC | 304,451 | $51.8M | 2.50% | −3,900−1.3% | Reduced |
| Adams Diversified Equity Fund, Inc. | 304,363 | $51.8M | 2.04% | −25,400−7.7% | Reduced |
| Natixis | 302,047 | $51.4M | 0.39% | +178,396+144.3% | Added |
| Whittier Trust Co of Nevada Inc | 301,921 | $51.4M | 1.64% | −2,311−0.8% | Reduced |
| Ancora Advisors, LLC | 300,347 | $51.1M | 1.21% | +201+0.1% | Added |