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 |
|---|---|---|---|---|---|
| Valeo Financial Advisors, LLC | 184,588 | $27.3M | 1.10% | +11,031+6.4% | Added |
| Shufro Rose & Co LLC | 187,481 | $27.2M | 2.59% | −1,188−0.6% | Reduced |
| Franklin Street Advisors Inc | 157,567 | $26.8M | 2.20% | −26,878−14.6% | Reduced |
| Old National Bancorp | 157,326 | $26.8M | 0.70% | −50,402−24.3% | Reduced |
| Metis Global Partners, LLC | 157,012 | $26.7M | 1.06% | +20,503+15.0% | Added |
| Assetmark, Inc | 156,988 | $26.7M | 0.10% | +32,215+25.8% | Added |
| Millennium Management LLC | 156,802 | $26.7M | 0.03% | −1,412,101−90.0% | Reduced |
| Schwerin Boyle Capital Management Inc | 156,418 | $26.6M | 2.97% | 00.0% | Unchanged |
| VGI Partners Ltd | 156,236 | $26.6M | 2.83% | +156,236 | New |
| Easterly Investment Partners LLC | 155,325 | $26.4M | 2.83% | +5,550+3.7% | Added |
| Stonebridge Capital Advisors LLC | 155,081 | $26.4M | 2.65% | +1,174+0.8% | Added |
| Oak Associates, Ltd | 155,023 | $26.4M | 1.99% | −1,094−0.7% | Reduced |
| Graham Capital Management, L.P. | 154,977 | $26.4M | 0.84% | +37,367+31.8% | Added |
| Jefferies Financial Group Inc. | 154,836 | $26.3M | 0.41% | +131,340+559.0% | Added |
| Carret Asset Management, LLC | 153,552 | $26.1M | 3.33% | −3,546−2.3% | Reduced |
| First Fiduciary Investment Counsel, Inc. | 153,227 | $26.1M | 5.76% | −2,424−1.6% | Reduced |
| NBT Bank N A | 152,200 | $25.9M | 2.03% | +8,614+6.0% | Added |
| New Mexico Educational Retirement Board | 152,050 | $25.9M | 0.99% | 00.0% | Unchanged |
| Arvest Trust Co N A | 151,558 | $25.8M | 1.55% | −3,711−2.4% | Reduced |
| Abn Amro Investment Solutions | 151,289 | $25.7M | 0.45% | −12,773−7.8% | Reduced |
| Focus Financial Network Inc | 150,980 | $25.7M | 0.97% | +150,980 | New |
| Brookstone Capital Management | 150,939 | $25.7M | 0.50% | −4,572−2.9% | Reduced |
| GYL Financial Synergies, LLC | 150,703 | $25.6M | 2.12% | −2,352−1.5% | Reduced |
| Gratus Capital LLC | 150,557 | $25.6M | 1.46% | −2,069−1.4% | Reduced |
| Resources Investment Advisors, LLC. | 150,521 | $25.6M | 0.45% | +16,975+12.7% | Added |
| Wesleyan Assurance Society | 150,207 | $25.6M | 2.53% | 00.0% | Unchanged |
| MBB Public Markets I LLC | 149,851 | $25.5M | 1.57% | −56,017−27.2% | Reduced |
| Cantor Fitzgerald Investment Adviser L.P. | 149,589 | $25.4M | 1.97% | +149,589 | New |
| FineMark National Bank & Trust | 149,491 | $25.4M | 1.04% | −1,461−1.0% | Reduced |
| Tower Bridge Advisors | 149,363 | $25.4M | 2.19% | +179+0.1% | Added |
| National Asset Management, Inc. | 148,444 | $25.3M | 0.68% | −14,523−8.9% | Reduced |
| WSFS Capital Management, LLC | 148,244 | $25.2M | 1.57% | −13,718−8.5% | Reduced |
| First Foundation Advisors | 147,750 | $25.1M | 1.15% | −10,758−6.8% | Reduced |
| Harvest Portfolios Group Inc. | 146,836 | $25.0M | 1.06% | −3,801−2.5% | Reduced |
| Verity & Verity, LLC | 146,638 | $24.9M | 2.86% | +705+0.5% | Added |
| HB Wealth Management, LLC | 146,385 | $24.9M | 0.36% | −7,816−5.1% | Reduced |
| Natixis Investment Managers International | 146,240 | $24.9M | 1.76% | +146,240 | New |
| Parsons Capital Management Inc | 145,543 | $24.8M | 1.77% | −1,370−0.9% | Reduced |
| Absher Wealth Management, LLC | 145,104 | $24.7M | 3.71% | −8,617−5.6% | Reduced |
| Lowe Brockenbrough & Co Inc | 144,822 | $24.6M | 1.91% | −13,864−8.7% | Reduced |
| Ziegler Capital Management, LLC | 143,998 | $24.5M | 1.11% | −6,431−4.3% | Reduced |
| South State Corp. | 143,419 | $24.4M | 2.08% | −652−0.5% | Reduced |
| Neville Rodie & Shaw Inc | 142,094 | $24.2M | 1.98% | +3,552+2.6% | Added |
| Dakota Wealth Management | 141,896 | $24.1M | 0.94% | −45,349−24.2% | Reduced |
| Abner Herrman & Brock LLC | 141,881 | $24.1M | 3.39% | −2,406−1.7% | Reduced |
| Optiver Holding B.V. | 141,025 | $24.0M | 0.72% | +14,999+11.9% | Added |
| Foster Dykema Cabot & Partners, LLC | 139,800 | $23.8M | 2.52% | +139,800 | New |
| Acadian Asset Management LLC | 139,717 | $23.8M | 0.09% | +19,830+16.5% | Added |
| South Dakota Investment Council | 139,495 | $23.7M | 0.50% | −24,746−15.1% | Reduced |
| Bollard Group LLC | 139,223 | $23.7M | 0.82% | −7,212−4.9% | Reduced |
| Callahan Advisors, LLC | 138,921 | $23.6M | 2.74% | +1,361+1.0% | Added |
| Logan Capital Management Inc | 138,313 | $23.5M | 1.10% | −1,684−1.2% | Reduced |
| Patten & Patten Inc | 137,703 | $23.4M | 1.92% | −4,695−3.3% | Reduced |
| Applied Finance Capital Management, LLC | 137,684 | $23.4M | 2.03% | +13,184+10.6% | Added |
| Edmond de Rothschild Holding S.A. | 137,461 | $23.4M | 0.42% | +4,694+3.5% | Added |
| Resources Management Corp | 137,340 | $23.4M | 3.47% | −567−0.4% | Reduced |
| Bailard, Inc. | 136,977 | $23.3M | 0.69% | −427−0.3% | Reduced |
| Dixon Mitchell Investment Counsel Inc. | 136,632 | $23.2M | 1.24% | −3,494−2.5% | Reduced |
| Osher Van de Voorde Investment Management | 136,099 | $23.2M | 5.09% | +7,556+5.9% | Added |
| Prospera Financial Services Inc | 136,029 | $23.1M | 0.77% | +936+0.7% | Added |
| Osborne Partners Capital Management, LLC | 134,633 | $22.9M | 1.50% | +367+0.3% | Added |
| Jones Financial Companies LLLP | 134,463 | $22.9M | 0.03% | +5,182+4.0% | Added |
| Evergreen Capital Management LLC | 134,221 | $22.8M | 0.93% | +372+0.3% | Added |
| Alley Investment Management Company, LLC | 134,179 | $22.8M | 3.34% | +7,266+5.7% | Added |
| TownSquare Capital, LLC | 132,531 | $22.5M | 0.39% | −13,249−9.1% | Reduced |
| Moors & Cabot, Inc. | 132,402 | $22.5M | 1.40% | −641−0.5% | Reduced |
| Kanawha Capital Management LLC | 132,254 | $22.5M | 2.07% | −3,533−2.6% | Reduced |
| Integrated Wealth Concepts LLC | 132,145 | $22.5M | 0.37% | +21,472+19.4% | Added |
| Alpine Woods Capital Investors, LLC | 132,085 | $22.5M | 3.36% | −3,737−2.8% | Reduced |
| Great Valley Advisor Group, Inc. | 131,867 | $22.4M | 0.79% | +3,962+3.1% | Added |
| Albion Financial Group | 131,491 | $22.4M | 1.84% | +1,781+1.4% | Added |
| Rbo & Co LLC | 131,210 | $22.3M | 3.83% | −4,005−3.0% | Reduced |
| Rempart Asset Management Inc. | 130,612 | $22.2M | 4.59% | −2,098−1.6% | Reduced |
| Gladstone Institutional Advisory LLC | 130,581 | $22.2M | 1.25% | +11,251+9.4% | Added |
| Kempen Capital Management N.V. | 130,207 | $22.1M | 0.31% | −520.0% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 129,902 | $22.1M | 2.99% | +699+0.5% | Added |
| First Long Island Investors, LLC | 129,430 | $22.0M | 1.95% | −3,244−2.4% | Reduced |
| Noesis Capital Mangement Corp | 129,220 | $22.0M | 5.18% | −1,546−1.2% | Reduced |
| Vestor Capital, LLC | 128,896 | $21.9M | 2.09% | +54,561+73.4% | Added |
| Narwhal Capital Management | 128,836 | $21.9M | 2.40% | +4,063+3.3% | Added |
| Azimuth Capital Investment Management LLC | 128,378 | $21.8M | 0.98% | −4,359−3.3% | Reduced |
| Perigon Wealth Management, LLC | 128,078 | $21.8M | 0.71% | +4,426+3.6% | Added |
| Bourgeon Capital Management LLC | 127,635 | $21.7M | 4.80% | −1,430−1.1% | Reduced |
| TruWealth Advisors, LLC | 127,562 | $21.7M | 1.66% | +2,004+1.6% | Added |
| BLB&B Advisors, LLC | 127,551 | $21.7M | 1.37% | +620.0% | Added |
| Snowden Capital Advisors LLC | 127,441 | $21.7M | 0.83% | −41,865−24.7% | Reduced |
| Exane Asset Management | 126,800 | $21.6M | 18.31% | +126,800 | New |
| Longbow Finance SA | 125,624 | $21.4M | 2.17% | +5,779+4.8% | Added |
| Choate Investment Advisors | 125,480 | $21.3M | 0.66% | +6,836+5.8% | Added |
| Alerus Financial NA | 125,070 | $21.3M | 1.74% | +26,593+27.0% | Added |
| Wafra Inc. | 124,924 | $21.2M | 1.25% | −182,943−59.4% | Reduced |
| Culbertson A N & Co Inc | 124,821 | $21.2M | 3.95% | −435−0.3% | Reduced |
| HBK Sorce Advisory LLC | 124,660 | $21.2M | 0.82% | −12,139−8.9% | Reduced |
| Meiji Yasuda Life Insurance Co | 123,903 | $21.1M | 0.46% | +25,046+25.3% | Added |
| Martingale Asset Management L P | 123,457 | $21.0M | 0.43% | −2,152−1.7% | Reduced |
| Greenleaf Trust | 123,389 | $21.0M | 0.23% | +1,376+1.1% | Added |
| Advisory Services Network, LLC | 123,260 | $21.0M | 0.51% | −2,341−1.9% | Reduced |
| Nemes Rush Group LLC | 123,016 | $20.9M | 3.38% | +1,150+0.9% | Added |
| Savant Capital, LLC | 122,977 | $20.9M | 0.27% | +6,200+5.3% | Added |
| Parallel Advisors, LLC | 122,950 | $20.9M | 0.62% | −1,080−0.9% | Reduced |