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
- 4,001
- +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 | 5,157 | $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 |
|---|---|---|---|---|---|
| KMG Fiduciary Partners, LLC | 122,683 | $20.9M | 2.43% | −1,361−1.1% | Reduced |
| ProVise Management Group, LLC | 122,148 | $20.8M | 1.76% | +1,698+1.4% | Added |
| Apollon Wealth Management, LLC | 122,103 | $20.8M | 0.72% | +39,794+48.3% | Added |
| Clear Harbor Asset Management, LLC | 121,094 | $20.6M | 1.97% | −360−0.3% | Reduced |
| Clearstead Advisors, LLC | 120,512 | $20.5M | 1.09% | +2,987+2.5% | Added |
| Park Avenue Securities LLC | 120,347 | $20.5M | 0.28% | +1,586+1.3% | Added |
| ARS Wealth Advisors Group, LLC | 120,178 | $20.4M | 3.03% | +46,332+62.7% | Added |
| Private Capital Management, LLC | 119,582 | $20.3M | 2.31% | +3,391+2.9% | Added |
| First American Bank | 119,220 | $20.3M | 1.69% | −1,389−1.2% | Reduced |
| Atlantic Union Bankshares Corp | 118,864 | $20.2M | 1.87% | −399−0.3% | Reduced |
| DuPont Capital Management Corp | 118,691 | $20.2M | 1.76% | −19,795−14.3% | Reduced |
| Penobscot Investment Management Company, Inc. | 118,375 | $20.1M | 2.36% | +4,047+3.5% | Added |
| Metropolitan Life Insurance Co | 117,677 | $20.0M | 0.94% | −2,561−2.1% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 117,084 | $19.9M | 1.90% | +22,992+24.4% | Added |
| Northwest & Ethical Investments L.P. | 117,046 | $19.9M | 0.61% | −12,025−9.3% | Reduced |
| Birch Hill Investment Advisors LLC | 116,480 | $19.8M | 1.05% | −4,340−3.6% | Reduced |
| Stillwater Capital Advisors, LLC | 115,623 | $19.7M | 3.15% | −443−0.4% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 115,573 | $19.7M | 0.60% | −382−0.3% | Reduced |
| Quantinno Capital Management LP | 115,530 | $19.7M | 0.69% | +14,735+14.6% | Added |
| Gillespie Robinson & Grimm Inc | 114,875 | $19.5M | 1.75% | +11,480+11.1% | Added |
| Norinchukin Bank, The | 114,794 | $19.5M | 0.46% | −12,055−9.5% | Reduced |
| Mesirow Financial Investment Management, Inc. | 300,089 | $19.5M | 0.71% | +300,089 | New |
| Courant Investment Management LLC | 114,592 | $19.5M | 18.94% | 00.0% | Unchanged |
| Davy Global Fund Management Ltd | 113,786 | $19.4M | 2.28% | +65,934+137.8% | Added |
| Forbes J M & Co LLP | 113,607 | $19.3M | 2.25% | +895+0.8% | Added |
| Drexel Morgan & Co. | 113,464 | $19.3M | 4.46% | +514+0.5% | Added |
| Verde Servicos Internacionais S.A. | 113,167 | $19.3M | 7.69% | −6,926−5.8% | Reduced |
| Lincoln National Corp | 113,003 | $19.2M | 0.34% | +4,405+4.1% | Added |
| Adell Harriman & Carpenter Inc | 112,984 | $19.2M | 1.78% | +516+0.5% | Added |
| Linscomb & Williams, Inc. | 112,817 | $19.2M | 1.06% | −6,967−5.8% | Reduced |
| Washington Trust Bank | 112,445 | $19.1M | 1.69% | +1,457+1.3% | Added |
| Roberts Wealth Advisors, LLC | 37,067 | $18.9M | 3.09% | −310−0.8% | Reduced |
| First Citizens Bank & Trust Co | 111,037 | $18.9M | 0.34% | +9,118+8.9% | Added |
| Dearborn Partners LLC | 110,990 | $18.9M | 0.69% | −125−0.1% | Reduced |
| Sonora Investment Management Group, LLC | 110,902 | $18.9M | 1.53% | +4,009+3.8% | Added |
| J.P. Marvel Investment Advisors, LLC | 110,766 | $18.8M | 3.73% | −395−0.4% | Reduced |
| Beach Investment Counsel Inc | 109,866 | $18.7M | 2.31% | −1,186−1.1% | Reduced |
| Motco | 109,451 | $18.6M | 1.19% | −7,791−6.6% | Reduced |
| Texas Yale Capital Corp. | 109,309 | $18.6M | 0.89% | −133−0.1% | Reduced |
| Shelton Capital Management | 108,765 | $18.5M | 0.59% | −2,479−2.2% | Reduced |
| Core Alternative Capital | 108,538 | $18.5M | 3.16% | −39,287−26.6% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 108,480 | $18.5M | 0.83% | +12,238+12.7% | Added |
| Banque Cantonale Vaudoise | 108,297 | $18.4M | 0.80% | +110.0% | Added |
| Hi-Line Capital Management, LLC | 108,176 | $18.4M | 7.13% | −10,295−8.7% | Reduced |
| Grassi Investment Management | 108,047 | $18.4M | 1.93% | −497−0.5% | Reduced |
| Guardian Capital Advisors LP | 106,730 | $18.4M | 1.91% | −6,759−6.0% | Reduced |
| Congress Asset Management Co | 107,103 | $18.2M | 0.14% | −4,964−4.4% | Reduced |
| Canandaigua National Bank & Trust Co | 106,985 | $18.2M | 2.81% | −2,947−2.7% | Reduced |
| Willis Investment Counsel | 106,980 | $18.2M | 1.28% | −200−0.2% | Reduced |
| SS&H Financial Advisors, Inc. | 106,886 | $18.2M | 7.71% | −10.0% | Reduced |
| Cabot Wealth Management Inc | 106,592 | $18.1M | 2.52% | −2,000−1.8% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 106,581 | $18.1M | 2.35% | −100−0.1% | Reduced |
| TCG Advisory Services, LLC | 106,437 | $18.1M | 1.26% | +77,506+267.9% | Added |
| Spire Wealth Management | 106,304 | $18.1M | 0.62% | +6,591+6.6% | Added |
| Advisors Asset Management, Inc. | 106,308 | $18.1M | 0.37% | −52,904−33.2% | Reduced |
| Webster Bank, N. A. | 106,159 | $18.1M | 2.21% | +1,471+1.4% | Added |
| JGP Wealth Management, LLC | 105,682 | $18.0M | 2.67% | +1,177+1.1% | Added |
| Colonial Trust Advisors | 105,622 | $18.0M | 1.91% | −1,541−1.4% | Reduced |
| Kingsview Wealth Management, LLC | 105,591 | $18.0M | 0.54% | −2,513−2.3% | Reduced |
| First American Trust, FSB | 105,004 | $17.9M | 2.21% | +4,215+4.2% | Added |
| Rothschild Capital Partners, LLC | 104,181 | $17.7M | 5.58% | +1,034+1.0% | Added |
| Fiduciary Alliance LLC | 103,981 | $17.7M | 3.48% | +206+0.2% | Added |
| United Bank | 103,597 | $17.6M | 2.21% | +251+0.2% | Added |
| Mutual Advisors, LLC | 103,527 | $17.6M | 0.61% | +12,266+13.4% | Added |
| Nan Shan Life Insurance Co., Ltd. | 103,193 | $17.6M | 0.42% | −59,090−36.4% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 102,995 | $17.5M | 1.23% | +1,096+1.1% | Added |
| Empirical Finance, LLC | 102,877 | $17.5M | 1.22% | +520+0.5% | Added |
| Transform Wealth, LLC | 102,709 | $17.5M | 1.70% | −285−0.3% | Reduced |
| Dana Investment Advisors, Inc. | 102,580 | $17.4M | 0.84% | +51,810+102.0% | Added |
| Freestone Capital Holdings, LLC | 102,533 | $17.4M | 0.79% | +1,050+1.0% | Added |
| Fred Alger Management, LLC | 102,484 | $17.4M | 0.09% | −10,091−9.0% | Reduced |
| Capital Group Investment Management Pte. Ltd. | 102,406 | $17.4M | 1.83% | −93,868−47.8% | Reduced |
| Cary Street Partner Investment Advisory LLC | 102,238 | $17.4M | 0.83% | −671−0.7% | Reduced |
| Bragg Financial Advisors, Inc | 102,183 | $17.4M | 0.83% | −1,448−1.4% | Reduced |
| Perfromance Wealth Partners, LLC | 102,181 | $17.4M | 0.76% | +537+0.5% | Added |
| Trust Co of Virginia | 102,120 | $17.4M | 1.75% | −3,101−2.9% | Reduced |
| Torray LLC | 101,820 | $17.3M | 2.80% | −339−0.3% | Reduced |
| Cullen Investment Group, Ltd. | 101,101 | $17.2M | 3.01% | +101,101 | New |
| Tritonpoint Wealth, LLC | 100,642 | $17.1M | 1.67% | +100,642 | New |
| Anderson Hoagland & Co | 101,622 | $17.1M | 2.09% | −2,920−2.8% | Reduced |
| Varma Mutual Pension Insurance Co | 100,300 | $17.1M | 0.19% | +60,294+150.7% | Added |
| Benjamin F. Edwards & Company, Inc. | 100,251 | $17.1M | 0.34% | +9,401+10.3% | Added |
| Ardevora Asset Management LLP | 99,857 | $17.0M | 1.51% | −78,045−43.9% | Reduced |
| CSM Advisors, LLC | 99,771 | $17.0M | 1.22% | −1,738−1.7% | Reduced |
| Thoroughbred Financial Services, LLC | 99,339 | $16.9M | 1.36% | +3,516+3.7% | Added |
| Fiduciary Group LLC | 99,234 | $16.9M | 1.98% | −2,507−2.5% | Reduced |
| Annex Advisory Services, LLC | 98,854 | $16.8M | 0.70% | +7,380+8.1% | Added |
| MainStreet Investment Advisors LLC | 98,030 | $16.7M | 1.89% | −6,260−6.0% | Reduced |
| Yarbrough Capital, LLC | 97,875 | $16.6M | 0.87% | 00.0% | Unchanged |
| Jupiter Asset Management Ltd | 97,410 | $16.6M | 0.16% | −60,850−38.4% | Reduced |
| HRT Financial LP | 97,350 | $16.6M | 0.12% | +42,213+76.6% | Added |
| Ledyard National Bank | 96,967 | $16.5M | 1.70% | +1,913+2.0% | Added |
| United Asset Strategies, Inc. | 96,598 | $16.4M | 1.85% | −2,496−2.5% | Reduced |
| Dynamic Advisor Solutions LLC | 95,291 | $16.4M | 0.61% | +24,353+34.3% | Added |
| JB Capital LLC | 96,276 | $16.4M | 1.21% | +9,538+11.0% | Added |
| Sawtooth Solutions, LLC | 96,146 | $16.4M | 0.45% | +2,537+2.7% | Added |
| Artemis Investment Management LLP | 96,107 | $16.3M | 0.24% | −4,399−4.4% | Reduced |
| Wedbush Securities Inc | 96,106 | $16.3M | 0.72% | −1,839−1.9% | Reduced |
| CCM Investment Advisers LLC | 96,096 | $16.3M | 2.01% | +3,242+3.5% | Added |
| Pallas Capital Advisors LLC | 95,521 | $16.2M | 0.86% | +3,083+3.3% | Added |