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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; 5,156 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, Q1 2024

Institutional positions in JPMorgan Chase & Co as of Mar 31, 2024. 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
4,120
+172 vs. Q4 2023
Shares held
2.07B
+9.82M (+0.5%) vs. Q4 2023
Total value
$414.5B
+$64.0B (+18.3%) vs. Q4 2023
New holders
255
1,623 more added
Sold out
83
1,862 more reduced

53 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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.

Institutional holdersQ1 2024: 4,120 institutions
Q1 2021: 3,218 institutionsQ2 2021: 3,246 institutionsQ3 2021: 3,239 institutionsQ4 2021: 3,594 institutionsQ1 2022: 3,519 institutionsQ2 2022: 3,428 institutionsQ3 2022: 3,396 institutionsQ4 2022: 3,629 institutionsQ1 2023: 3,612 institutionsQ2 2023: 3,672 institutionsQ3 2023: 3,711 institutionsQ4 2023: 4,001 institutionsQ1 2024: 4,120 institutionsQ2 2024: 4,181 institutionsQ3 2024: 4,215 institutionsQ4 2024: 4,679 institutionsQ1 2025: 4,679 institutionsQ2 2025: 4,752 institutionsQ3 2025: 4,765 institutionsQ4 2025: 5,154 institutionsQ1 2026: 5,102 institutionsQ2 2026: 5,156 institutions
Value heldQ1 2024: $414.5B
Q1 2021: $330.3BQ2 2021: $329.3BQ3 2021: $342.0BQ4 2021: $330.1BQ1 2022: $278.9BQ2 2022: $229.3BQ3 2022: $212.9BQ4 2022: $278.3BQ1 2023: $266.3BQ2 2023: $297.6BQ3 2023: $297.0BQ4 2023: $351.8BQ1 2024: $414.5BQ2 2024: $416.2BQ3 2024: $429.4BQ4 2024: $490.0BQ1 2025: $494.6BQ2 2025: $582.4BQ3 2025: $618.0BQ4 2025: $639.5BQ1 2026: $572.0BQ2 2026: $643.7B
Institutions holding JPM and their total value by quarter
QuarterHoldersValue
Q2 20265,156$643.7B
Q1 20265,102$572.0B
Q4 20255,154$639.5B
Q3 20254,765$618.0B
Q2 20254,752$582.4B
Q1 20254,679$494.6B
Q4 20244,679$490.0B
Q3 20244,215$429.4B
Q2 20244,181$416.2B
Q1 20244,120$414.5B
Q4 20234,001$351.8B
Q3 20233,711$297.0B
Q2 20233,672$297.6B
Q1 20233,612$266.3B
Q4 20223,629$278.3B
Q3 20223,396$212.9B
Q2 20223,428$229.3B
Q1 20223,519$278.9B
Q4 20213,594$330.1B
Q3 20213,239$342.0B
Q2 20213,246$329.3B
Q1 20213,218$330.3B

Institutions, Q1 2024

Shares, value and share of portfolio for each institution holding JPMorgan Chase & Co; share changes are against Q4 2023.

Institutions holding JPM in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
EntryPoint Capital, LLC1$2000.00%−151−99.3%Reduced
Global Assets Advisory, LLC154,974$7790.04%+154,974New
HighMark Wealth Management LLC0$2.00K0.00%−61−100.0%Reduced
Insight Financial Services10$2.19K0.00%00.0%Unchanged
Sanctuary Wealth Management, L.L.C.20$4.01K0.00%00.0%Unchanged
Caitlin John, LLC21$4.30K0.00%−1−4.5%Reduced
Abich Financial Wealth Management LLC26$5.21K0.00%+26New
Kessler Investment Group, LLC26$5.37K0.00%−7,641−99.7%Reduced
Quarry LP29$5.81K0.00%−101−77.7%Reduced
JDM Financial Group LLC29$5.81K0.00%00.0%Unchanged
PayPay Securities Corp32$6.41K0.32%−9−22.0%Reduced
Activest Wealth Management37$7.48K0.00%−399−91.5%Reduced
Friedenthal Financial45$9.01K0.01%+45New
BBJS Financial Advisors, LLC50$10.0K0.00%+50New
Exchange Traded Concepts, LLC66$13.2K0.00%−620−90.4%Reduced
WestEnd Advisors, LLC67$13.5K0.00%+11+19.6%Added
PFG Private Wealth Management, LLC68$13.6K0.01%00.0%Unchanged
Goodman Advisory Group, LLC93$18.6K0.01%00.0%Unchanged
Morton Brown Family Wealth, LLC115$23.0K0.01%−174−60.2%Reduced
Clarity Asset Management, Inc.122$24.5K0.02%00.0%Unchanged
Breakwater Investment Management127$25.4K0.01%+127New
New England Capital Financial Advisors LLC130$26.0K0.01%00.0%Unchanged
Clear Investment Research, LLC134$26.9K0.04%−5−3.6%Reduced
Strengthening Families & Communities, LLC133$27.0K0.02%+1+0.8%Added
Carolina Wealth Advisors, LLC139$27.8K0.02%+40+40.4%Added
Lowe Wealth Advisors, LLC150$30.0K0.01%00.0%Unchanged
Your Advocates Ltd., LLP150$30.0K0.01%+100+200.0%Added
Retirement Group, LLC157$31.4K0.01%+109+227.1%Added
Delos Wealth Advisors, LLC165$33.0K0.04%−48−22.5%Reduced
ClariVest Asset Management LLC169$33.8K0.00%+38+29.0%Added
Richardson Capital Management LLC170$34.1K0.03%+170New
Robinswood Financial LLC174$34.6K0.01%00.0%Unchanged
Sofos Investments, Inc.176$34.7K0.00%+128+266.7%Added
Lummis Asset Management, LP182$36.5K0.05%00.0%Unchanged
Davidson Capital Management Inc.186$37.3K0.01%+186New
Bare Financial Services, Inc203$38.9K0.04%00.0%Unchanged
Mowery & Schoenfeld Wealth Management, LLC197$39.5K0.08%−8−3.9%Reduced
Financial Connections Group, Inc.197$40.0K0.04%−1,034−84.0%Reduced
Kathleen S. Wright Associates Inc.200$40.1K0.02%+200New
Briaud Financial Planning, Inc200$41.0K0.02%+200New
Partnership Wealth Management, LLC207$41.5K0.03%00.0%Unchanged
Ulland Investment Advisors, LLC209$42.0K0.03%00.0%Unchanged
Grayhawk Investment Strategies Inc.222$44.5K0.04%00.0%Unchanged
Vermillion & White Wealth Management Group, LLC234$46.9K0.04%00.0%Unchanged
Stuart Chaussee & Associates, Inc.235$47.1K0.01%00.0%Unchanged
Horizons Wealth Management278$47.3K0.03%00.0%Unchanged
Palouse Capital Management, Inc.250$50.1K0.03%+250New
VitalStone Financial, LLC253$51.0K0.04%00.0%Unchanged
Creative Capital Management Investments LLC267$53.5K0.03%00.0%Unchanged
Tower View Investment Management & Research LLC271$54.4K0.03%−10−3.6%Reduced
Bear Mountain Capital, Inc.302$54.4K0.02%00.0%Unchanged
Tanglewood Legacy Advisors, LLC273$54.7K0.03%+13+5.0%Added
Veritas Investment Partners (UK) Ltd.280$56.1K0.00%−1,582−85.0%Reduced
Bromfield Sneider Wealth Advisors290$58.1K0.04%00.0%Unchanged
DiNuzzo Private Wealth, Inc.291$58.3K0.01%+1+0.3%Added
Westend Capital Management, LLC292$58.5K0.02%+292New
Cedar Mountain Advisors, LLC313$62.7K0.02%−34−9.8%Reduced
Tanaka Capital Management Inc319$64.0K0.16%−12−3.6%Reduced
TruNorth Capital Management, LLC321$64.3K0.02%+321New
Redmont Wealth Advisors LLC328$65.7K0.09%−848−72.1%Reduced
Tidemark, LLC330$66.1K0.04%+1+0.3%Added
True Wealth Design, LLC334$66.8K0.02%−53−13.7%Reduced
Pacific Capital Wealth Advisors, Inc347$69.5K0.02%+54+18.4%Added
FSC Wealth Advisors, LLC361$72.3K0.05%+3+0.8%Added
REAP Financial Group, LLC371$74.3K0.02%−1,604−81.2%Reduced
Iron Horse Wealth Management, LLC375$75.2K0.03%−40−9.6%Reduced
Robbins Farley LLC377$75.5K0.04%−44−10.5%Reduced
Impact Partnership Wealth, LLC380$76.1K0.03%−122−24.3%Reduced
FRG Family Wealth Advisors LLC415$79.6K0.02%+415New
Marquette Asset Management, LLC400$80.1K0.01%00.0%Unchanged
Red Tortoise LLC410$82.1K0.05%+68+19.9%Added
Signature Resources Capital Management, LLC486$82.7K0.08%00.0%Unchanged
Hoese & Co LLP445$82.8K0.08%00.0%Unchanged
Pineridge Advisors LLC415$83.1K0.03%−451−52.1%Reduced
Bay Harbor Wealth Management, LLC427$85.6K0.03%−3−0.7%Reduced
Miller Wealth Advisors, LLC430$86.1K0.05%−15−3.4%Reduced
Nordwand Advisors, LLC439$87.9K0.03%00.0%Unchanged
Davis Capital Management467$93.0K0.08%+29+6.6%Added
Horizon Financial Services, LLC484$96.9K0.06%+484New
Cutler Capital Management, LLC500$100.2K0.04%+500New
Tfo-TDC, LLC509$102.0K0.02%−513−50.2%Reduced
Cubist Systematic Strategies, LLC511$102.4K0.00%−2,413−82.5%Reduced
Global Wealth Strategies & Associates515$103.2K0.04%00.0%Unchanged
Transcendent Capital Group LLC525$105.2K0.06%+213+68.3%Added
Main Street Group, LTD529$105.3K0.05%−9−1.7%Reduced
Horrell Capital Management, Inc.548$110.0K0.03%00.0%Unchanged
Jupiter Wealth Management LLC574$112.3K0.06%−6,613−92.0%Reduced
EnRich Financial Partners LLC562$112.6K0.04%+562New
Valley Forge Investment Consultants Inc Adv563$112.8K0.04%00.0%Unchanged
Acima Private Wealth, LLC569$114.0K0.04%00.0%Unchanged
Broadwater Capital Management LLC581$116.4K0.09%00.0%Unchanged
Riggs Asset Managment Co. Inc.585$117.2K0.03%+33+6.0%Added
DecisionPoint Financial, LLC610$118.0K0.05%00.0%Unchanged
Glass Jacobson Investment Advisors llc622$124.6K0.05%00.0%Unchanged
Evolution Advisers, Inc.651$131.0K0.08%00.0%Unchanged
Dunhill Financial, LLC663$132.8K0.10%+41+6.6%Added
Maryland Capital Advisors Inc.678$135.8K0.08%00.0%Unchanged
Disciplina Capital Management LLC684$136.9K0.02%+5+0.7%Added
Moisand Fitzgerald Tamayo, LLC712$142.6K0.02%−35−4.7%Reduced
Guardian Wealth Management, Inc.725$145.3K0.11%+4+0.6%Added