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, 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
- 1,624 more added
- Sold out
- 83
- 1,861 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.
| 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, Q1 2024
Shares, value and share of portfolio for each institution holding JPMorgan Chase & Co; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Independent Family Office, LLC | 3,422 | $685.4K | 0.37% | 00.0% | Unchanged |
| GSG Advisors LLC | 3,457 | $685.6K | 0.25% | −140−3.9% | Reduced |
| Walleye Trading LLC | 3,426 | $686.2K | 0.01% | +3,426 | New |
| Seeds Investor LLC | 3,428 | $686.6K | 0.63% | −72−2.1% | Reduced |
| Advance Capital Management, Inc. | 3,428 | $686.7K | 0.05% | +48+1.4% | Added |
| Clare Market Investments LLC | 3,429 | $686.9K | 0.21% | +353+11.5% | Added |
| Custom Index Systems, LLC | 3,438 | $688.6K | 0.39% | +1,076+45.6% | Added |
| Basepoint Wealth LLC | 3,440 | $689.0K | 0.52% | +131+4.0% | Added |
| McAdam, LLC | 3,483 | $697.6K | 0.04% | +250+7.7% | Added |
| 1776 Wealth LLC | 3,483 | $697.8K | 0.34% | −13−0.4% | Reduced |
| Cascade Investment Advisors, Inc. | 3,493 | $699.7K | 0.46% | −20−0.6% | Reduced |
| Wallington Asset Management, LLC | 3,504 | $702.0K | 0.11% | −30−0.8% | Reduced |
| Abel Hall, LLC | 3,509 | $702.8K | 0.53% | +179+5.4% | Added |
| OneAscent Wealth Management LLC | 3,510 | $703.0K | 0.27% | −124−3.4% | Reduced |
| Keb Asset Management, LLC | 3,528 | $706.7K | 0.24% | 00.0% | Unchanged |
| Fuller & Thaler Asset Management, Inc. | 3,529 | $706.9K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 3,542 | $709.5K | 0.32% | +237+7.2% | Added |
| Bright Futures Wealth Management, LLC. | 3,564 | $709.9K | 0.38% | +3,564 | New |
| LongView Wealth Management | 3,555 | $712.0K | 0.28% | −144−3.9% | Reduced |
| Strategic Family Wealth Counselors, L.L.C. | 3,556 | $712.3K | 0.28% | +10+0.3% | Added |
| Dempze Nancy E | 3,558 | $712.7K | 0.54% | −95−2.6% | Reduced |
| Arkfeld Wealth Strategies, L.L.C. | 3,652 | $713.9K | 0.39% | +140+4.0% | Added |
| Wellington Wealth Strategies, LLC. | 3,567 | $714.4K | 0.34% | −3,165−47.0% | Reduced |
| Grey Fox Wealth Advisors, LLC | 3,579 | $716.8K | 0.27% | −142−3.8% | Reduced |
| M3 Advisory Group, LLC | 3,589 | $718.8K | 0.65% | +128+3.7% | Added |
| Holland Advisory Services, Inc. | 3,590 | $719.2K | 0.79% | +11+0.3% | Added |
| Invenio Wealth Partners LLC | 3,601 | $721.3K | 0.39% | −289−7.4% | Reduced |
| Bruce G. Allen Investments, LLC | 3,608 | $722.7K | 0.59% | −377−9.5% | Reduced |
| Emerald Advisors, LLC | 3,612 | $723.5K | 0.13% | +450+14.2% | Added |
| Fox Run Management, L.L.C. | 3,614 | $723.9K | 0.16% | +1,225+51.3% | Added |
| HBW Advisory Services LLC | 4,264 | $725.0K | 0.14% | 00.0% | Unchanged |
| Hibernia Wealth Partners, LLC | 3,620 | $725.2K | 0.49% | −34−0.9% | Reduced |
| Burkett Financial Services, LLC | 3,631 | $727.2K | 0.37% | −3−0.1% | Reduced |
| Capital Management Associates, Inc | 3,655 | $732.2K | 0.54% | +1,508+70.2% | Added |
| Fortis Group Advisors, LLC | 3,655 | $732.2K | 0.13% | −296−7.5% | Reduced |
| RBA Wealth Management, LLC | 3,661 | $733.3K | 0.30% | −9−0.2% | Reduced |
| Dougherty Wealth Advisers LLC | 3,674 | $735.9K | 0.65% | 00.0% | Unchanged |
| Single Point Partners, LLC | 3,677 | $736.0K | 0.17% | −57−1.5% | Reduced |
| Fiera Capital Corp | 3,675 | $736.1K | 0.00% | −500−12.0% | Reduced |
| Paragon Capital Management Ltd | 3,687 | $738.6K | 0.13% | −63−1.7% | Reduced |
| Mach-1 Financial Group, Inc. | 3,690 | $739.1K | 0.56% | −24,317−86.8% | Reduced |
| Bridgewealth Advisory Group, LLC | 3,691 | $739.4K | 0.36% | −406−9.9% | Reduced |
| Rede Wealth, LLC | 3,694 | $739.8K | 0.31% | +119+3.3% | Added |
| First National Corp | 4,356 | $740.9K | 0.18% | 00.0% | Unchanged |
| Diversified Portfolios, Inc. | 3,699 | $740.9K | 0.10% | +20+0.5% | Added |
| Silverlake Wealth Management LLC | 3,703 | $741.8K | 0.38% | +167+4.7% | Added |
| Hourglass Capital, LLC | 3,710 | $743.1K | 0.22% | +97+2.7% | Added |
| Meridian Financial, LLC | 3,710 | $743.2K | 0.55% | 00.0% | Unchanged |
| Collective Family Office LLC | 3,714 | $743.9K | 0.24% | +327+9.7% | Added |
| Arkansas Financial Group, Inc. | 3,722 | $745.6K | 0.13% | −168−4.3% | Reduced |
| Portland Global Advisors LLC | 3,725 | $746.1K | 0.10% | −322−8.0% | Reduced |
| Quantum Private Wealth, LLC | 3,729 | $746.9K | 0.28% | +76+2.1% | Added |
| Maltin Wealth Management, Inc. | 3,747 | $750.5K | 0.42% | +47+1.3% | Added |
| Cottonwood Capital Advisors, LLC | 4,109 | $751.5K | 0.60% | −168−3.9% | Reduced |
| WealthTrust Asset Management, LLC | 3,775 | $756.2K | 0.58% | −2,175−36.6% | Reduced |
| Tillman Hartley LLC | 3,779 | $756.9K | 0.26% | 00.0% | Unchanged |
| Semus Wealth Partners LLC | 3,779 | $756.9K | 0.64% | +4+0.1% | Added |
| Investment Advisory Group, LLC | 3,780 | $757.1K | 0.31% | +97+2.6% | Added |
| Ascension Asset Management LLC | 3,780 | $757.1K | 0.41% | +3,780 | New |
| Northstar Group, Inc. | 3,784 | $758.0K | 0.15% | +333+9.6% | Added |
| Humankind Investments LLC | 3,786 | $758.3K | 0.20% | −293−7.2% | Reduced |
| Santori & Peters | 3,797 | $760.5K | 0.33% | +11+0.3% | Added |
| Nottingham Advisors, Inc. | 3,801 | $761.3K | 0.09% | −482−11.3% | Reduced |
| Oberweis Asset Management Inc | 3,804 | $762.0K | 0.06% | +2+0.1% | Added |
| LCM Capital Management Inc | 3,811 | $763.3K | 0.49% | +10.0% | Added |
| Ruggaard & Associates LLC | 3,819 | $764.9K | 0.36% | +90+2.4% | Added |
| TSFG, LLC | 3,824 | $766.0K | 0.19% | +172+4.7% | Added |
| Total Investment Management Inc | 3,840 | $769.1K | 0.10% | +151+4.1% | Added |
| Hassell Wealth Management, LLC | 4,012 | $770.9K | 0.49% | +248+6.6% | Added |
| Triad Wealth Partners, LLC | 3,852 | $771.6K | 0.59% | +3,852 | New |
| WNY Asset Management, LLC | 3,858 | $772.8K | 0.12% | +222+6.1% | Added |
| Finivi Inc. | 3,879 | $776.9K | 0.70% | +123+3.3% | Added |
| Howard Wealth Management, LLC | 3,897 | $780.6K | 0.63% | +415+11.9% | Added |
| Garden State Investment Advisory Services LLC | 3,902 | $780.8K | 0.29% | −82−2.1% | Reduced |
| Old North State Trust, LLC | 3,900 | $781.0K | 0.66% | +3,900 | New |
| ML & R Wealth Management LLC | 3,903 | $781.8K | 0.18% | +43+1.1% | Added |
| S.A. Mason LLC | 3,909 | $783.0K | 0.47% | +144+3.8% | Added |
| Essex Investment Management Co LLC | 3,912 | $783.6K | 0.15% | −265−6.3% | Reduced |
| Auto-Owners Insurance Co | 3,915 | $784.2K | 0.02% | 00.0% | Unchanged |
| Concorde Asset Management, LLC | 3,927 | $785.6K | 0.54% | +653+19.9% | Added |
| GenWealth Group, Inc. | 3,922 | $785.6K | 0.20% | +24+0.6% | Added |
| Thomas Story & Son LLC | 3,940 | $789.0K | 0.33% | 00.0% | Unchanged |
| Laidlaw Wealth Management LLC | 3,948 | $790.8K | 0.44% | −11,473−74.4% | Reduced |
| IVC Wealth Advisors LLC | 3,950 | $791.1K | 0.46% | −7−0.2% | Reduced |
| Spotlight Asset Group, Inc. | 3,977 | $796.6K | 0.57% | +944+31.1% | Added |
| Vantage Financial Partners, LLC | 3,986 | $798.4K | 0.21% | +3,986 | New |
| Syntegra Private Wealth Group, LLC | 3,986 | $798.4K | 0.10% | +495+14.2% | Added |
| Harbor Group, Inc. | 3,988 | $798.8K | 0.21% | −10−0.3% | Reduced |
| Kaydan Wealth Management, Inc. | 3,993 | $799.8K | 0.27% | +8+0.2% | Added |
| LWMG, LLC | 3,995 | $800.2K | 0.18% | −129−3.1% | Reduced |
| Zega Financial, LLC | 3,996 | $800.4K | 0.35% | +3,996 | New |
| Garde Capital, Inc. | 4,003 | $801.0K | 0.06% | −528−11.7% | Reduced |
| Operose Advisors LLC | 4,006 | $802.4K | 0.27% | +2,075+107.5% | Added |
| Security National Bank of So Dak | 4,011 | $803.4K | 0.48% | −150−3.6% | Reduced |
| Per Stirling Capital Management, LLC. | 4,017 | $804.6K | 0.13% | +110+2.8% | Added |
| Goldstein Advisors, LLC | 4,017 | $804.6K | 0.14% | +88+2.2% | Added |
| Newbridge Financial Services Group, Inc. | 4,017 | $804.7K | 0.35% | −6,689−62.5% | Reduced |
| Arthur M. Cohen & Associates, LLC | 4,030 | $807.3K | 0.17% | +86+2.2% | Added |
| Whalen Wealth Management Inc. | 4,035 | $808.2K | 0.60% | +173+4.5% | Added |
| Taylor Financial Group, Inc. | 4,041 | $809.4K | 0.62% | −190−4.5% | Reduced |