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 |
|---|---|---|---|---|---|
| JPB Foundation | 299,855 | $51.0M | 5.47% | +299,855 | New |
| Fort Washington Investment Advisors Inc | 299,740 | $51.0M | 0.35% | −3,798−1.3% | Reduced |
| CWM, LLC | 295,794 | $50.3M | 0.27% | +57,703+24.2% | Added |
| Argent Trust Co | 294,003 | $50.0M | 2.49% | −2,151−0.7% | Reduced |
| Fiduciary Trust Co | 293,301 | $49.9M | 0.83% | +1,397+0.5% | Added |
| Roffman Miller Associates Inc | 292,523 | $49.8M | 3.55% | −1,033−0.4% | Reduced |
| North Star Investment Management Corp. | 291,845 | $49.6M | 3.82% | +150+0.1% | Added |
| Wolverine Trading, LLC | 291,420 | $49.6M | 0.38% | +185,680+175.6% | Added |
| Tocqueville Asset Management L.P. | 289,596 | $49.3M | 0.89% | +13,769+5.0% | Added |
| Badgley Phelps Wealth Managers, LLC | 289,386 | $49.2M | 1.34% | +18,614+6.9% | Added |
| Ninety One UK Ltd | 288,486 | $49.1M | 0.15% | −72,544−20.1% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 287,539 | $48.9M | 0.17% | −3,644−1.3% | Reduced |
| Sequoia Financial Advisors, LLC | 281,021 | $47.8M | 0.59% | +59,679+27.0% | Added |
| Country Trust Bank | 277,689 | $47.2M | 1.31% | −4,461−1.6% | Reduced |
| Atria Investments LLC | 276,782 | $47.1M | 0.73% | +5,930+2.2% | Added |
| Azora Capital LP | 275,007 | $46.8M | 4.24% | −19,024−6.5% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 271,697 | $46.2M | 0.55% | −45,076−14.2% | Reduced |
| Beacon Investment Advisory Services, Inc. | 270,248 | $46.0M | 2.09% | −3,970−1.4% | Reduced |
| Employees Provident Fund Board | 270,000 | $45.9M | 0.90% | −234,034−46.4% | Reduced |
| Banco Santander, S.A. | 269,450 | $45.8M | 0.54% | +32,693+13.8% | Added |
| Patient Capital Management, LLC | 268,411 | $45.7M | 2.42% | −38,707−12.6% | Reduced |
| Sabal Trust CO | 267,195 | $45.4M | 2.79% | −6,203−2.3% | Reduced |
| Foundry Partners, LLC | 267,117 | $45.4M | 2.74% | −32,555−10.9% | Reduced |
| Johnson Investment Counsel Inc | 266,386 | $45.3M | 0.53% | +30,624+13.0% | Added |
| Boston Private Wealth LLC | 265,847 | $45.2M | 1.10% | −67,731−20.3% | Reduced |
| NewEdge Wealth, LLC | 265,191 | $45.1M | 1.15% | +32,265+13.9% | Added |
| Destination Wealth Management | 265,132 | $45.1M | 1.56% | −2,150−0.8% | Reduced |
| Wealthfront Advisers LLC | 263,312 | $44.8M | 0.17% | +12,273+4.9% | Added |
| Searle & Co. | 261,980 | $44.6M | 12.19% | +846+0.3% | Added |
| Nexus Investment Management ULC | 261,797 | $44.5M | 4.65% | −2,285−0.9% | Reduced |
| Bokf, NA | 261,393 | $44.5M | 0.87% | −411−0.2% | Reduced |
| Wesbanco Bank Inc | 261,304 | $44.4M | 2.52% | −77,761−22.9% | Reduced |
| Meyer Handelman Co | 261,108 | $44.4M | 1.73% | −8,999−3.3% | Reduced |
| Polar Capital Holdings Plc | 259,875 | $44.2M | 0.31% | −1,402−0.5% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 259,445 | $44.1M | 1.68% | −18,494−6.7% | Reduced |
| Stephens Inc | 259,094 | $44.1M | 0.76% | −4,800−1.8% | Reduced |
| Gamco Investors, Inc. Et Al | 256,558 | $43.6M | 0.47% | −10,677−4.0% | Reduced |
| Modera Wealth Management, LLC | 256,196 | $43.6M | 0.72% | −4,509−1.7% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 255,556 | $43.5M | 0.88% | −61,114−19.3% | Reduced |
| Taurus Asset Management, LLC | 253,789 | $43.2M | 4.66% | −2,357−0.9% | Reduced |
| Elo Mutual Pension Insurance Co | 253,720 | $43.2M | 1.16% | +9,136+3.7% | Added |
| Argent Capital Management LLC | 253,524 | $43.1M | 1.41% | −5,822−2.2% | Reduced |
| Markel Group Inc.SuperinvestorMarkel Group | 252,550 | $43.0M | 0.47% | +11,000+4.6% | Added |
| ZWJ Investment Counsel Inc | 252,466 | $42.9M | 2.21% | −2,002−0.8% | Reduced |
| Aquatic Capital Management LLC | 251,800 | $42.8M | 1.09% | +251,800 | New |
| HM Payson & Co | 251,501 | $42.8M | 0.89% | −376−0.1% | Reduced |
| Payden & Rygel | 251,350 | $42.8M | 3.11% | +54,670+27.8% | Added |
| McDonald Capital Investors Inc | 250,392 | $42.6M | 2.97% | −3,065−1.2% | Reduced |
| Cetera Advisors LLC | 249,572 | $42.5M | 0.59% | +17,953+7.8% | Added |
| Todd Asset Management LLC | 247,693 | $42.1M | 0.93% | −2,300−0.9% | Reduced |
| Crestwood Advisors Group LLC | 246,401 | $41.9M | 0.98% | +1,961+0.8% | Added |
| Pacer Advisors, Inc. | 245,786 | $41.8M | 0.12% | +61,491+33.4% | Added |
| Hosking Partners LLP | 244,537 | $41.6M | 1.76% | −17,215−6.6% | Reduced |
| Bridges Investment Management Inc | 243,728 | $41.5M | 1.37% | −12,251−4.8% | Reduced |
| First Manhattan Co | 243,352 | $41.4M | 0.14% | −6,161−2.5% | Reduced |
| PGGM Investments | 243,034 | $41.3M | 0.63% | +33,716+16.1% | Added |
| Ieq Capital, LLC | 242,630 | $41.3M | 0.69% | +9,832+4.2% | Added |
| Gulf International Bank (UK) Ltd | 242,552 | $41.3M | 1.16% | −26,238−9.8% | Reduced |
| Achmea Investment Management B.V. | 242,540 | $41.3M | 0.85% | −5,147−2.1% | Reduced |
| Hancock Whitney Corp | 242,217 | $41.2M | 1.53% | +62,043+34.4% | Added |
| Venture Visionary Partners LLC | 241,792 | $41.1M | 2.18% | −238−0.1% | Reduced |
| Kestra Private Wealth Services, LLC | 241,474 | $41.1M | 1.05% | +6,583+2.8% | Added |
| Ingalls & Snyder LLC | 239,261 | $40.7M | 1.85% | −2,711−1.1% | Reduced |
| First Horizon Advisors, Inc. | 238,782 | $40.6M | 1.34% | +1,752+0.7% | Added |
| Lido Advisors, LLC | 238,669 | $40.6M | 0.40% | −32,790−12.1% | Reduced |
| Daymark Wealth Partners, LLC | 337,670 | $40.5M | 2.49% | +440.0% | Added |
| Private Wealth Partners, LLC | 237,682 | $40.4M | 3.42% | +236+0.1% | Added |
| Sanibel Captiva Trust Company, Inc. | 236,558 | $40.2M | 1.48% | +236,558 | New |
| Prudential PLC | 236,451 | $40.2M | 0.43% | +73,389+45.0% | Added |
| Capital International Sarl | 236,374 | $40.2M | 1.51% | +22,287+10.4% | Added |
| Busey Wealth Management | 235,782 | $40.1M | 1.54% | −2,356−1.0% | Reduced |
| JustInvest LLC | 234,299 | $39.9M | 1.02% | +422+0.2% | Added |
| Villere St Denis J & Co LLC | 233,892 | $39.8M | 3.28% | −11,348−4.6% | Reduced |
| Heritage Investors Management Corp | 233,434 | $39.7M | 1.50% | −2,614−1.1% | Reduced |
| Conning Inc. | 232,390 | $39.5M | 1.37% | −32,036−12.1% | Reduced |
| Kentucky Retirement Systems | 231,312 | $39.3M | 1.23% | +3,081+1.3% | Added |
| La Banque Postale Asset Management SA | 228,959 | $38.9M | 0.86% | −375−0.2% | Reduced |
| Interval Partners, LP | 228,833 | $38.9M | 1.69% | +9,605+4.4% | Added |
| Bridgeway Capital Management, LLC | 228,714 | $38.9M | 0.83% | −3,161−1.4% | Reduced |
| NorthCrest Asset Manangement, LLC | 228,669 | $38.9M | 1.47% | −41,190−15.3% | Reduced |
| Brinker Capital Investments, LLC | 224,517 | $38.6M | 0.45% | −16,582−6.9% | Reduced |
| Orion Portfolio Solutions, LLC | 224,517 | $38.6M | 0.45% | −16,582−6.9% | Reduced |
| Salem Investment Counselors Inc | 226,986 | $38.6M | 1.32% | +2,577+1.1% | Added |
| Oregon Public Employees Retirement Fund | 225,971 | $38.4M | 0.68% | +1,300+0.6% | Added |
| Baker Avenue Asset Management, LP | 225,300 | $38.3M | 1.68% | +6,556+3.0% | Added |
| First National Trust Co | 224,645 | $38.2M | 1.68% | −20,569−8.4% | Reduced |
| Maryland State Retirement & Pension System | 224,540 | $38.2M | 0.79% | +2,192+1.0% | Added |
| Mill Capital Management, LLC | 223,162 | $38.0M | 3.39% | −991−0.4% | Reduced |
| Smith, Salley & Associates | 222,242 | $37.8M | 2.44% | +1,114+0.5% | Added |
| Stratos Wealth Partners, LTD. | 220,827 | $37.6M | 0.70% | −100.0% | Reduced |
| Phoenix Holdings Ltd. | 195,177 | $37.3M | 0.62% | +21,754+12.5% | Added |
| Klingenstein Fields & Co LP | 218,990 | $37.3M | 1.66% | +2,600+1.2% | Added |
| Wade G W & Inc | 218,234 | $37.1M | 1.21% | +5,055+2.4% | Added |
| Clifford Swan Investment Counsel LLC | 217,938 | $37.1M | 1.44% | −1,339−0.6% | Reduced |
| Washington Trust Co | 217,447 | $37.0M | 1.46% | −6,694−3.0% | Reduced |
| Samlyn Capital, LLC | 215,821 | $36.7M | 0.80% | −66,224−23.5% | Reduced |
| Gradient Investments LLC | 213,974 | $36.4M | 0.88% | −32,320−13.1% | Reduced |
| Spears Abacus Advisors LLC | 213,962 | $36.4M | 2.90% | −5,846−2.7% | Reduced |
| Nippon Life Global Investors Americas, Inc. | 213,850 | $36.4M | 2.02% | +5,480+2.6% | Added |
| HighPoint Advisor Group LLC | 186,490 | $36.3M | 2.61% | +186,490 | New |