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 |
|---|---|---|---|---|---|
| Qube Research & Technologies Ltd | 213,131 | $36.3M | 0.08% | −869,376−80.3% | Reduced |
| Stewart & Patten Co LLC | 212,886 | $36.2M | 5.66% | −2,193−1.0% | Reduced |
| Madison Asset Management, LLC | 211,638 | $36.0M | 0.49% | −44,240−17.3% | Reduced |
| Howard Capital Management Group, LLC | 211,334 | $35.9M | 3.12% | +2,214+1.1% | Added |
| Alpha Cubed Investments, LLC | 208,961 | $35.5M | 1.99% | −5,383−2.5% | Reduced |
| Erste Asset Management GmbH | 208,353 | $35.5M | 0.52% | −8,600−4.0% | Reduced |
| Capital Investment Advisors, LLC | 208,341 | $35.4M | 0.89% | +2,293+1.1% | Added |
| Matrix Asset Advisors Inc | 208,218 | $35.4M | 4.51% | −4,460−2.1% | Reduced |
| Illinois Municipal Retirement Fund | 208,208 | $35.4M | 0.59% | +28,034+15.6% | Added |
| Crossmark Global Holdings, Inc. | 207,939 | $35.4M | 0.73% | +40,529+24.2% | Added |
| Rockland Trust Co | 207,597 | $35.3M | 1.93% | +2,070+1.0% | Added |
| Fort Pitt Capital Group, LLC | 206,882 | $35.2M | 1.15% | +1,930+0.9% | Added |
| ArrowMark Colorado Holdings LLC | 206,271 | $35.1M | 0.39% | 00.0% | Unchanged |
| Manitou Investment Management Ltd. | 206,133 | $35.1M | 7.61% | −3,142−1.5% | Reduced |
| Northeast Investment Management | 206,105 | $35.1M | 1.88% | −7,587−3.6% | Reduced |
| First National Bank of Omaha | 206,103 | $35.1M | 2.21% | −14,964−6.8% | Reduced |
| St Germain D J Co Inc | 204,931 | $34.9M | 1.82% | +2,339+1.2% | Added |
| Chesley Taft & Associates LLC | 204,220 | $34.7M | 1.95% | −850−0.4% | Reduced |
| Eastern Bank | 204,077 | $34.7M | 1.58% | −25,626−11.2% | Reduced |
| Oakworth Capital, Inc. | 202,194 | $34.4M | 2.76% | −2,503−1.2% | Reduced |
| Thomasville National Bank | 201,465 | $34.3M | 3.04% | −640−0.3% | Reduced |
| Central Securities Corp | 200,000 | $34.0M | 3.69% | 00.0% | Unchanged |
| No Street GP LP | 200,000 | $34.0M | 3.40% | 00.0% | Unchanged |
| Clear Street LLC | 200,000 | $34.0M | 1.67% | +200,000 | New |
| Wharton Business Group, LLC | 199,128 | $33.9M | 1.70% | +256+0.1% | Added |
| Oversea-Chinese Banking CORP Ltd | 198,624 | $33.8M | 1.20% | −5,964−2.9% | Reduced |
| Anchor Capital Advisors LLC | 198,164 | $33.7M | 0.89% | +1,150+0.6% | Added |
| Estabrook Capital Management | 198,158 | $33.7M | 5.51% | −3,440−1.7% | Reduced |
| Braun Stacey Associates Inc | 197,020 | $33.5M | 1.50% | −11,720−5.6% | Reduced |
| Cardinal Capital Management, Inc. | 196,464 | $33.4M | 1.58% | −4,053−2.0% | Reduced |
| Highland Capital Management, LLC | 195,484 | $33.3M | 2.07% | −4,380−2.2% | Reduced |
| Hartford Investment Management Co | 194,803 | $33.1M | 1.24% | −4,267−2.1% | Reduced |
| Avantax Advisory Services, Inc. | 193,746 | $33.0M | 0.33% | +4,965+2.6% | Added |
| Moran Wealth Management, LLC | 193,072 | $32.8M | 1.17% | +47,604+32.7% | Added |
| Independent Advisor Alliance | 193,055 | $32.8M | 1.18% | +6,571+3.5% | Added |
| Chilton Capital Management LLC | 193,055 | $32.8M | 1.67% | −716−0.4% | Reduced |
| LMCG Investments, LLC | 192,998 | $32.8M | 2.03% | −1,440−0.7% | Reduced |
| Howe & Rusling Inc | 192,664 | $32.8M | 3.47% | −183−0.1% | Reduced |
| Silvercrest Asset Management Group LLC | 191,985 | $32.7M | 0.23% | +2,248+1.2% | Added |
| Maple Capital Management, Inc. | 191,947 | $32.7M | 3.27% | +2,493+1.3% | Added |
| Pictet & Cie (Europe) SA | 191,944 | $32.6M | 0.97% | 00.0% | Unchanged |
| Janney Capital Management LLC | 191,321 | $32.5M | 2.18% | −8,761−4.4% | Reduced |
| FreeGulliver LLC | 190,908 | $32.5M | 43.11% | +190,908 | New |
| Moody Lynn & Lieberson, LLC | 190,297 | $32.4M | 2.46% | +1,203+0.6% | Added |
| SG Americas Securities, LLC | 188,695 | $32.1M | 0.35% | +102,724+119.5% | Added |
| Chartwell Investment Partners, LLC | 187,747 | $31.9M | 1.12% | −1,085−0.6% | Reduced |
| Eagle Global Advisors LLC | 186,811 | $31.8M | 1.92% | −3,664−1.9% | Reduced |
| Hyman Charles D | 186,501 | $31.7M | 1.90% | +442+0.2% | Added |
| National Mutual Insurance Federation of Agricultural Cooperatives | 184,900 | $31.5M | 0.36% | 00.0% | Unchanged |
| Wilsey Asset Management Inc | 184,697 | $31.4M | 6.41% | −1,245−0.7% | Reduced |
| Levin Capital Strategies, L.P. | 184,195 | $31.3M | 3.48% | −599−0.3% | Reduced |
| Securian Asset Management, Inc | 183,096 | $31.1M | 0.88% | −25,449−12.2% | Reduced |
| NS Partners Ltd | 181,957 | $31.0M | 1.50% | −810−0.4% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 181,757 | $30.9M | 1.23% | +9,220+5.3% | Added |
| Credit Agricole S A | 181,178 | $30.8M | 0.64% | +30,118+19.9% | Added |
| Blue Chip Partners, Inc. | 181,095 | $30.8M | 3.21% | +5,101+2.9% | Added |
| Main Street Research LLC | 179,855 | $30.6M | 2.46% | +29,974+20.0% | Added |
| Hantz Financial Services, Inc. | 179,408 | $30.5M | 0.67% | −12,262−6.4% | Reduced |
| Meridian Wealth Management, LLC | 178,990 | $30.4M | 1.94% | +42,424+31.1% | Added |
| Citizens Financial Group Inc | 178,476 | $30.4M | 1.05% | +4,134+2.4% | Added |
| Community Trust & Investment Co | 178,379 | $30.3M | 2.33% | +461+0.3% | Added |
| Northeast Financial Consultants Inc | 178,183 | $30.3M | 1.68% | −692−0.4% | Reduced |
| Central Trust Co | 177,822 | $30.2M | 0.80% | −1,354−0.8% | Reduced |
| Atria Wealth Solutions, Inc. | 177,781 | $30.2M | 0.38% | −1,985−1.1% | Reduced |
| American Assets Investment Management, LLC | 177,600 | $30.2M | 3.12% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 177,265 | $30.2M | 0.37% | +9,844+5.9% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 175,585 | $29.9M | 1.99% | −1,053−0.6% | Reduced |
| Louisiana State Employees Retirement System | 174,800 | $29.7M | 0.62% | −5,300−2.9% | Reduced |
| Alps Advisors Inc | 174,451 | $29.7M | 0.23% | +923+0.5% | Added |
| Fishman Jay A Ltd | 173,846 | $29.6M | 3.38% | −3,475−2.0% | Reduced |
| Allen Investment Management LLC | 171,963 | $29.3M | 0.39% | −2,775−1.6% | Reduced |
| Palisade Capital Management LLC | 171,460 | $29.2M | 0.77% | −838−0.5% | Reduced |
| Galvin, Gaustad & Stein, LLC | 171,429 | $29.2M | 2.73% | −7,726−4.3% | Reduced |
| Rothschild Investment LLC | 171,033 | $29.1M | 2.44% | +171,033 | New |
| Randolph Co Inc | 170,785 | $29.1M | 3.86% | +131+0.1% | Added |
| KCM Investment Advisors LLC | 170,397 | $29.0M | 1.15% | −5,073−2.9% | Reduced |
| NFJ Investment Group, LLC | 170,264 | $29.0M | 0.80% | −10,772−6.0% | Reduced |
| MMBG Investment Advisors Co. | 170,120 | $28.9M | 3.41% | +7,235+4.4% | Added |
| Appleton Partners Inc | 169,879 | $28.9M | 2.33% | −2,222−1.3% | Reduced |
| Sandy Spring Bank | 169,786 | $28.9M | 1.44% | −263−0.2% | Reduced |
| Fukoku Mutual Life Insurance Co | 168,877 | $28.7M | 2.39% | −5,723−3.3% | Reduced |
| LaFleur & Godfrey LLC | 168,178 | $28.6M | 4.27% | −2,984−1.7% | Reduced |
| Gemsstock Limited | 168,100 | $28.6M | 10.61% | −6,800−3.9% | Reduced |
| Ninety One SA (PTY) Ltd | 167,364 | $28.5M | 4.33% | +4,677+2.9% | Added |
| Congress Wealth Management LLC | 167,056 | $28.4M | 0.52% | −10,764−6.1% | Reduced |
| Trexquant Investment LP | 166,261 | $28.3M | 0.64% | +166,261 | New |
| Smith Group Asset Management, LLC | 166,212 | $28.3M | 1.65% | +166,212 | New |
| Cornerstone Advisors, LLC | 166,200 | $28.3M | 1.24% | −27,600−14.2% | Reduced |
| Farmers & Merchants Investments Inc | 165,804 | $28.2M | 1.03% | −634−0.4% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 165,758 | $28.2M | 0.59% | −32,994−16.6% | Reduced |
| Sit Investment Associates Inc | 165,585 | $28.2M | 0.69% | +2,236+1.4% | Added |
| Trust Co of Vermont | 164,754 | $28.0M | 1.87% | −33,009−16.7% | Reduced |
| Capital International Ltd | 164,182 | $27.9M | 1.43% | +2,907+1.8% | Added |
| Prime Capital Investment Advisors, LLC | 163,840 | $27.9M | 0.42% | +29,663+22.1% | Added |
| Marco Investment Management LLC | 163,158 | $27.8M | 2.84% | −1,307−0.8% | Reduced |
| Nomura Holdings Inc | 162,247 | $27.6M | 0.25% | +33,884+26.4% | Added |
| Aptus Capital Advisors, LLC | 161,549 | $27.5M | 0.81% | −11,513−6.7% | Reduced |
| Cullinan Associates Inc | 160,915 | $27.4M | 1.53% | −18,289−10.2% | Reduced |
| Axxcess Wealth Management, LLC | 160,777 | $27.3M | 0.81% | +25,763+19.1% | Added |
| Segall Bryant & Hamill, LLC | 160,401 | $27.3M | 0.53% | −454,678−73.9% | Reduced |