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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; 5,158 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

Q1 2024 vs. Q4 2023

How the institutions holding JPMorgan Chase & Co changed between Q4 2023 and Q1 2024.

All holders in Q1 2024All holders in Q4 2023

13F holders of JPM: Q4 2023 compared with Q1 2024
MeasureQ4 2023Of which not filed for Q1 2024Q1 2024Change
Holders4,001534,120+172
Shares2.07B7.28M2.07B+9.82M (+0.5%)
Value$351.8B$1.29B$414.5B+$64.0B (+18.3%)

53 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (255)

Institutions that held JPMorgan Chase & Co at the end of Q1 2024 but not at the end of Q4 2023.

Showing the largest 100 of 255 by value.

Institutions new to JPM in Q1 2024
InstitutionSharesValue% of portfolio
Danske Bank A/S2,035,063$407.6M1.28%
Resona Asset Management Co.,Ltd.983,843$197.1M1.17%
Mn Services Vermogensbeheer B.V.683,400$136.9M0.99%
M&G Plc460,451$92.1M0.55%
Portfolio Strategies, Inc.382,549$76.6M5.21%
ING Groep NV364,524$73.0M0.50%
Allianz SE240,327$48.1M1.52%
Bryn Mawr Trust Co232,454$46.6M1.79%
Payden & Rygel Investment Group226,750$45.4M3.10%
BNP Paribas227,429$45.1M2.11%
Mediolanum International Funds Ltd220,510$44.0M0.72%
Two Sigma Advisers, LP218,600$43.8M0.10%
Rokos Capital Management LLP218,431$43.8M1.12%
Parallax Volatility Advisers, L.P.195,851$39.2M1.12%
Susquehanna Fundamental Investments, LLC177,156$35.5M1.66%
SpiderRock Advisors, LLC149,344$28.8M0.93%
Moore Capital Management, LP143,426$28.7M0.59%
Weiss Asset Management LP126,217$25.3M1.18%
Coulter & Justus Financial Services, LLC125,066$25.1M5.56%
Railway Pension Investments Ltd120,500$24.1M0.23%
BTC Capital Management, Inc.102,248$20.5M1.87%
Twinbeech Capital LP101,832$20.4M0.42%
Hudson Bay Capital Management LP100,000$20.0M0.18%
Coppell Advisory Solutions Corp.77,837$15.6M2.94%
Harbor Capital Advisors, Inc.58,173$11.7M1.52%
Cyrus J. Lawrence, LLC57,257$11.5M2.54%
SPX Equities Gestao de Recursos Ltda55,378$11.1M0.97%
Diversify Advisory Services, LLC52,087$10.4M0.61%
Atlanta Consulting Group Advisors, LLC51,404$10.3M3.56%
Genus Capital Management Inc.51,286$10.3M1.33%
American National Bank & Trust Co49,333$9.88M2.33%
Richard C. Young & CO., LTD.47,926$9.60M1.21%
Trajan Wealth LLC45,032$9.02M0.61%
Community Financial Services Group, LLC43,712$8.76M1.99%
ExodusPoint Capital Management, LP43,159$8.64M0.11%
Concord Investment Counsel Inc.41,836$8.38M3.02%
Summerhill Capital Management lnc.40,037$8.02M5.10%
Quattro Financial Advisors LLC40,000$8.01M2.28%
BIT Capital GmbH37,184$7.45M0.66%
Chiron Investment Management, LLC35,661$7.14M3.10%
Tradewinds, LLC.34,990$7.01M6.21%
Soros Fund Management LLCSuperinvestorSoros Fund Management34,500$6.91M0.16%
Alexander Labrunerie & Co., Inc.33,713$6.75M3.77%
Ransom Advisory, Ltd32,761$6.56M3.50%
BigSur Wealth Management LLC30,134$6.04M1.89%
Focus Financial Network, Inc.32,686$5.92M0.29%
Lombard Odier Asset Management (Europe) Ltd28,085$5.63M0.36%
Montchanin Asset Management, LLC26,872$5.38M5.28%
Evoke Wealth, LLC25,844$5.18M0.15%
Torno Capital, LLC25,000$5.01M1.08%
Umpqua Bank23,559$4.72M1.94%
RIA Advisory Group LLC23,329$4.67M1.89%
Dynasty Wealth Management, LLC22,261$4.46M0.14%
Sweeney & Michel, LLC21,436$4.32M1.91%
Twin City Private Wealth, LLC18,902$3.79M3.73%
Norden Group LLC18,869$3.78M0.77%
Walleye Capital LLC17,897$3.58M0.04%
Engineers Gate Manager LP17,868$3.58M0.09%
Central Pacific Bank - Trust Division17,881$3.56M0.44%
Entropy Technologies, LP17,686$3.54M0.38%
Watts Gwilliam & Co., LLC14,570$2.94M0.91%
Spirepoint Private Client, LLC13,286$2.66M0.41%
United Advisor Group, LLC12,836$2.57M0.97%
Passumpsic Savings Bank12,534$2.51M1.60%
Emprise Bank11,048$2.21M1.49%
Hilltop National Bank10,390$2.08M0.71%
Infrastructure Capital Advisors, LLC10,000$2.00M0.26%
LRI Investments, LLC9,990$2.00M0.51%
Pinnacle Wealth Management, LLC9,934$1.99M2.07%
Mosaic Financial Group, LLC9,766$1.96M1.57%
Sentinus, LLC9,497$1.90M0.67%
AA Financial Advisors, LLC9,190$1.84M0.74%
Savoie Capital LLC9,128$1.83M0.26%
Crewe Advisors LLC9,002$1.80M0.21%
Bullock Wealth Management Group8,941$1.78M1.19%
Mittelman Wealth Management8,877$1.78M1.20%
Gen-Wealth Partners Inc8,681$1.74M0.86%
Central Asset Investments & Management Holdings (HK) Ltd8,600$1.72M1.92%
Troluce Capital Advisors LLC8,400$1.68M0.36%
QVR LLC8,173$1.64M0.28%
Edge Financial Advisors LLC7,595$1.52M1.34%
Wealth Group, Ltd.7,540$1.51M1.14%
BTG Pactual Global Asset Management Ltd6,907$1.38M0.44%
Oxford Wealth Group, LLC6,902$1.38M1.26%
Caption Management, LLC6,900$1.38M0.15%
Keynote Financial Services LLC6,534$1.31M1.10%
Inceptionr LLC6,300$1.26M0.32%
New Covenant Trust Company, N.A.6,019$1.21M1.21%
China Universal Asset Management Co., Ltd.5,914$1.18M0.15%
Monograph Wealth Advisors, LLC5,823$1.17M0.17%
Roberts Capital Advisors, LLC5,671$1.14M1.09%
Councilmark Asset Management, LLC5,242$1.05M0.76%
FNY Investment Advisers, LLC5,000$1.00M0.65%
Accordant Advisory Group Inc4,836$968.7K0.72%
NCP Inc.4,702$941.7K0.65%
Bayview Asset Management, LLC4,500$901.4K0.36%
Unigestion Holding SA4,229$847.1K0.04%
Ontario Teachers Pension Plan Board4,129$827.0K0.01%
Kirtland Hills Capital Management, LLC4,216$821.6K0.71%
Zega Financial, LLC3,996$800.4K0.35%

Sold out (83)

Institutions that held JPMorgan Chase & Co at the end of Q4 2023 and filed for Q1 2024 without it.

Institutions that sold out of JPM in Q1 2024
InstitutionShares, Q4 2023Value, Q4 2023
Public Investment Fund3,851,053$655.1M
Cetera Advisor Networks LLC373,594$63.5M
Cetera Advisors LLC249,572$42.5M
Clear Street LLC200,000$34.0M
Meridian Wealth Management, LLC178,990$30.4M
Curi Capital91,296$15.5M
FJ Investments, LLC75,404$12.8M
Eisler Capital (UK) Ltd.56,772$9.66M
SageView Advisory Group, LLC42,994$7.58M
John G Ullman & Associates Inc42,018$7.15M
Cutler Group LP40,158$6.83M
Itau Unibanco Holding S.A.35,419$6.02M
Quantitative Investment Management, LLC35,090$5.97M
Bernzott Capital Advisors34,623$5.89M
Napa Wealth Management33,641$5.72M
MYDA Advisors LLC30,000$5.10M
Van Eck Associates Corp24,168$4.11M
Y-Intercept (Hong Kong) Ltd23,760$4.04M
Generali Powszechne Towarzystwo Emerytalne20,118$3.42M
Herr Investment Group LLC18,441$3.14M
Prevail Innovative Wealth Advisors, LLC18,222$3.10M
Bontempo Ohly Capital Mgmt LLC15,836$2.69M
Psagot Value Holdings Ltd. / (Israel)12,723$2.17M
Oak Hill Wealth Advisors, LLC11,628$1.98M
FJ Capital Management LLC10,922$1.86M
Mirabella Financial Services LLP10,672$1.82M
PEAK6 Investments LLC9,500$1.62M
O'Neil Global Advisors, Inc.8,200$1.40M
Pentwater Capital Management LP8,000$1.36M
Carlson Capital Management7,982$1.36M
Partners Capital Investment Group, LLP7,737$1.32M
Glassman Wealth Services7,083$1.20M
XTX Topco Ltd6,581$1.12M
Riverbridge Partners LLC6,457$1.10M
Maven Securities LTD6,309$1.07M
Pearl River Capital, LLC4,688$797.4K
Curated Wealth Partners LLC4,475$761.2K
Spartan Fund Management Inc.4,312$733.5K
Sterling Group Wealth Management, LLC4,187$712.2K
BlueSky Wealth Advisors, LLC3,756$638.9K
Koss-Olinger Consulting, LLC3,685$627.0K
MQS Management LLC3,592$611.0K
True Vision MN LLC3,337$567.6K
Rosenbaum Jay D.3,117$530.2K
Point72 Europe (London) LLP2,880$489.9K
Alyeska Investment Group, L.P.2,841$483.3K
Kure Advisory, LLC2,802$476.6K
Sciencast Management LP2,782$473.2K
McMahon Financial Advisors, LLC2,767$470.7K
Ocean Capital Management, LLC2,700$459.3K
One River Asset Management, LLC2,196$373.5K
Elequin Capital LP2,040$347.0K
Sollinda Capital Management LLC2,004$340.9K
Alethea Capital Management, LLC2,000$340.2K
Alpine Global Management, LLC1,831$311.5K
Arlington Partners LLC1,781$302.9K
Advanced Research Investment Solutions, LLC1,708$290.5K
Bluefin Capital Management, LLC1,700$289.5K
Lecap Asset Management Ltd1,697$288.7K
XY Capital Ltd1,628$276.9K
Jacobson & Schmitt Advisors, LLC1,624$276.2K
Petix & Botte Co1,616$274.9K
Patrick Mauro Investment Advisor, INC.1,598$271.8K
Midwest Financial Group LLC1,570$267.0K
Seneca Financial Advisors LLC1,530$260.2K
D. Scott Neal, Inc.1,360$231.3K
Revisor Wealth Management LLC1,348$229.3K
Halbert Hargrove Global Advisors, LLC1,341$228.1K
Peak Financial Management, Inc.1,340$227.9K
Planning Alternatives Ltd1,276$217.0K
Blue Barn Wealth, LLC1,254$213.3K
Fusion Family Wealth LLC1,250$212.6K
Genesee Capital Advisors, LLC1,241$211.0K
MUFG Securities EMEA plc1,210$205.8K
Aigen Investment Management, LP1,178$200.4K
Long Island Wealth Management, Inc.707$120.0K
Cooksen Wealth, LLC643$109.4K
Cordant, Inc.449$76.4K
Livelsberger Financial Advisory434$73.8K
Kapitalo Investimentos Ltda391$66.5K
Mizuho Securities Co. Ltd.110$18.7K
Team Financial Group, LLC29$4.93K
Ibex Wealth Advisors3$450

Not filed for Q1 2024 yet (53)

Institutions that held JPMorgan Chase & Co at the end of Q4 2023 and haven't filed a 13F for Q1 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding JPM in Q4 2023 that haven't filed for Q1 2024
InstitutionShares, Q4 2023Value, Q4 2023
Putnam Investments LLC3,638,999$619.0M
M&G Investment Management Ltd955,910$162.5M
Bartlett & Co. LLC821,117$139.8M
Aware Super Pty Ltd as trustee of Aware Super317,953$102.5M
Wade G W & Inc218,234$37.1M
Focus Financial Network Inc150,980$25.7M
Ardevora Asset Management LLP99,857$17.0M
Sawtooth Solutions, LLC96,146$16.4M
Telemus Capital, LLC90,484$15.4M
Cannell Peter B & Co Inc83,796$14.3M
Coppell Advisory Solutions LLC77,824$13.2M
Ashburton (Jersey) Ltd90,833$13.2M
Strategic Wealth Designers77,436$13.2M
Bridgecreek Investment Management, LLC58,351$9.93M
DFPG Investments, LLC51,506$8.82M
Myriad Asset Management US LP36,880$6.27M
Charles Carroll Financial Partners, LLC34,905$5.94M
Golden State Equity Partners33,090$5.63M
Platform Technology Partners28,249$4.97M
Lee Danner & Bass Inc25,572$4.35M
Columbia Trust Co 0101201623,847$4.06M
Desjardins Global Asset Management Inc.23,648$4.02M
Moreno Evelyn V23,205$3.95M
Wealthsource Partners, LLC22,301$3.79M
Landmark Financial Advisors, LLC20,593$3.50M
StrategIQ Financial Group, LLC19,758$3.36M
HWG Holdings LP18,678$3.18M
Ledge Wealth Management, Inc.17,466$2.97M
M&G Investments (USA) Inc.16,612$2.82M
Rainsberger Wealth Advisors, Inc.10,570$1.80M
Traverso Chambers Private Wealth Management, LLC10,454$1.78M
United Fire Group Inc10,000$1.70M
Provence Wealth Management Group9,699$1.65M
Baystate Wealth Management LLC9,575$1.63M
Alterity Financial Group, LLC9,499$1.62M
Engrave Wealth Partners LLC4,722$803.2K
Day & Ennis, LLC4,605$783.3K
Luts & Greenleigh Group, Inc4,435$754.4K
High Pines Wealth Management, LLC4,240$721.3K
Alan B. Lancz & Associates, Inc.4,233$720.0K
Maia Wealth LLC3,941$670.4K
Spartan Planning & Wealth Management3,780$643.0K
Live Oak Investment Partners–$559.6K
Bridgeworth, LLC2,888$491.2K
Wedgewood Investors Inc2,491$423.7K
Hobbs Group Advisors, LLC2,435$414.2K
Strategic Investment Solutions, Inc.2,251$382.8K
Nalls Sherbakoff Group, LLC2,108$358.6K
Resource Planning Group1,902$323.5K
Financial Advisors Network, Inc.1,810$307.9K
DB Wealth Management Group, LLC1,439$244.8K
Asset Management Resources, LLC1,423$242.1K
Alamar Capital Management, LLC1,280$217.7K