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
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 | 5,158 | $643.7B |
| Q1 2026 | 5,103 | $572.0B |
| Q4 2025 | 5,154 | $639.5B |
| Q3 2025 | 4,765 | $618.0B |
| Q2 2025 | 4,752 | $582.4B |
| Q1 2025 | 4,679 | $494.6B |
| Q4 2024 | 4,680 | $490.0B |
| Q3 2024 | 4,215 | $429.4B |
| Q2 2024 | 4,181 | $416.2B |
| Q1 2024 | 4,120 | $414.5B |
| Q4 2023 | 4,001 | $351.8B |
| Q3 2023 | 3,710 | $297.0B |
| Q2 2023 | 3,672 | $297.6B |
| Q1 2023 | 3,612 | $266.3B |
| Q4 2022 | 3,628 | $278.3B |
| Q3 2022 | 3,395 | $212.9B |
| Q2 2022 | 3,427 | $229.3B |
| Q1 2022 | 3,519 | $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 |
|---|---|---|---|---|---|
| Summit X, LLC | 4,038 | $809.6K | 0.21% | +118+3.0% | Added |
| Holistic Planning, LLC | 4,052 | $811.6K | 0.62% | +23+0.6% | Added |
| BIP Wealth, LLC | 4,066 | $814.4K | 0.06% | +1,658+68.9% | Added |
| Warren Street Wealth Advisors, LLC | 4,067 | $814.5K | 0.40% | +565+16.1% | Added |
| Ewa, LLC | 4,104 | $815.7K | 0.37% | +2,222+118.1% | Added |
| Mosley Wealth Management | 4,073 | $815.8K | 0.77% | −175−4.1% | Reduced |
| Jacobsen Capital Management | 4,075 | $816.2K | 0.38% | −193−4.5% | Reduced |
| Milestone Asset Management, LLC | 4,075 | $816.2K | 0.23% | +1,722+73.2% | Added |
| Investmark Advisory Group LLC | 4,082 | $817.7K | 0.45% | +8+0.2% | Added |
| Walden Wealth Partners LLC | 4,193 | $820.4K | 0.48% | 00.0% | Unchanged |
| Kirtland Hills Capital Management, LLC | 4,216 | $821.6K | 0.71% | +4,216 | New |
| Cavalier Investments, LLC | 4,106 | $822.4K | 0.30% | +224+5.8% | Added |
| Cardinal Strategic Wealth Guidance | 4,107 | $822.6K | 0.31% | −512−11.1% | Reduced |
| Tyler-Stone Wealth Management | 4,110 | $823.2K | 0.37% | −201−4.7% | Reduced |
| Cranbrook Wealth Management, LLC | 4,110 | $823.2K | 0.21% | 00.0% | Unchanged |
| Ontario Teachers Pension Plan Board | 4,129 | $827.0K | 0.01% | +4,129 | New |
| Florida Financial Advisors, LLC | 4,133 | $827.8K | 0.61% | +289+7.5% | Added |
| Meridian Wealth Partners, LLC | 4,145 | $830.3K | 0.15% | +276+7.1% | Added |
| Wimmer Associates 1, LLC | 4,155 | $832.2K | 0.44% | −10−0.2% | Reduced |
| CMG Global Holdings, LLC | 4,159 | $833.0K | 0.57% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 4,175 | $836.3K | 0.14% | +64+1.6% | Added |
| Walled Lake Planning & Wealth Management, LLC | 4,182 | $837.7K | 0.34% | −587−12.3% | Reduced |
| Opal Wealth Advisors, LLC | 4,191 | $839.4K | 0.28% | −1,574−27.3% | Reduced |
| S. R. Schill & Associates | 4,195 | $840.3K | 0.37% | +7+0.2% | Added |
| Summa Corp. | 4,197 | $840.7K | 0.46% | −704−14.4% | Reduced |
| R.H. Dinel Investment Counsel, Inc. | 4,217 | $844.7K | 0.54% | 00.0% | Unchanged |
| Ssi Investment Management LLC | 4,217 | $844.7K | 0.06% | −47−1.1% | Reduced |
| Unigestion Holding SA | 4,229 | $847.1K | 0.04% | +4,229 | New |
| Watershed Private Wealth LLC | 4,248 | $850.9K | 0.38% | −124−2.8% | Reduced |
| New Vernon Investment Management LLC | 4,253 | $851.9K | 0.72% | 00.0% | Unchanged |
| Sachetta, LLC | 5,011 | $852.4K | 0.40% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 4,257 | $852.6K | 0.87% | −1,192−21.9% | Reduced |
| BCJ Capital Management, LLC | 4,289 | $859.1K | 0.07% | −66−1.5% | Reduced |
| Keystone Wealth Services, LLC | 4,291 | $859.5K | 0.28% | +12+0.3% | Added |
| Borer Denton & Associates, Inc. | 4,304 | $862.1K | 0.31% | +889+26.0% | Added |
| Affinity Capital Advisors, LLC | 4,310 | $863.2K | 0.19% | +110+2.6% | Added |
| Hillcrest Wealth Advisors - NY, LLC | 4,310 | $863.3K | 0.47% | 00.0% | Unchanged |
| Darden Wealth Group Inc | 4,320 | $865.3K | 0.68% | −97−2.2% | Reduced |
| Aspire Private Capital, LLC | 4,324 | $866.2K | 0.23% | +518+13.6% | Added |
| Cape Investment Advisory, Inc. | 4,325 | $866.3K | 0.41% | +120+2.9% | Added |
| Eight 31 Financial LLC | 4,325 | $866.4K | 0.54% | −945−17.9% | Reduced |
| Castleview Partners, LLC | 4,338 | $868.9K | 0.49% | +218+5.3% | Added |
| Forum Private Client Group LLC | 4,348 | $871.0K | 0.42% | −172−3.8% | Reduced |
| Eldridge Investment Advisors, Inc. | 4,353 | $872.0K | 0.22% | 00.0% | Unchanged |
| Pine Haven Investment Counsel, Inc | 4,357 | $872.7K | 0.77% | 00.0% | Unchanged |
| California First Leasing Corp | 4,380 | $877.3K | 0.41% | 00.0% | Unchanged |
| Tevis Investment Management | 4,380 | $877.3K | 0.75% | +592+15.6% | Added |
| Kohmann Bosshard Financial Services, LLC | 4,387 | $878.8K | 0.12% | +400+10.0% | Added |
| Hamilton Capital, LLC | 4,392 | $879.7K | 0.07% | −27−0.6% | Reduced |
| Liberty Wealth Management LLC | 4,394 | $880.0K | 0.17% | −182−4.0% | Reduced |
| Cedrus LLC | 4,394 | $880.1K | 0.48% | +1,025+30.4% | Added |
| Meridian Management Co | 4,409 | $883.2K | 0.24% | −94−2.1% | Reduced |
| Michael B. Yongue | 4,412 | $883.7K | 0.78% | −162−3.5% | Reduced |
| Perritt Capital Management Inc | 4,419 | $885.2K | 0.48% | −217−4.7% | Reduced |
| Retirement Planning Co of New England, Inc. | 4,425 | $886.2K | 0.49% | −7,486−62.8% | Reduced |
| Heritage Investment Group, Inc. | 4,426 | $887.0K | 0.18% | +235+5.6% | Added |
| Elgethun Capital Management | 4,453 | $889.0K | 0.22% | +20.0% | Added |
| Private Wealth Strategies, L.L.C. | 4,445 | $890.3K | 0.19% | −256−5.4% | Reduced |
| Vigilare Wealth Management | 4,451 | $891.5K | 0.44% | +93+2.1% | Added |
| Twin Focus Capital Partners, LLC | 4,452 | $891.7K | 0.17% | +330+8.0% | Added |
| Horizon Kinetics Asset Management LLC | 4,459 | $893.1K | 0.02% | +1,924+75.9% | Added |
| Wagner Wealth Management, LLC | 4,468 | $894.9K | 0.27% | −616−12.1% | Reduced |
| Shulman DeMeo Asset Management LLC | 4,469 | $895.1K | 0.24% | −4−0.1% | Reduced |
| Fca Corp | 4,471 | $895.5K | 0.29% | 00.0% | Unchanged |
| Davidson Investment Advisors | 4,488 | $898.9K | 0.05% | −154−3.3% | Reduced |
| Patron Partners Advisors, LLC | 4,492 | $899.7K | 0.55% | +923+25.9% | Added |
| Eaton Financial Holdings Company, LLC | 4,499 | $901.2K | 0.47% | −444−9.0% | Reduced |
| Bayview Asset Management, LLC | 4,500 | $901.4K | 0.36% | +4,500 | New |
| CJM Wealth Advisers, Ltd. | 4,508 | $902.9K | 0.34% | −456−9.2% | Reduced |
| Great Oak Capital Partners, LLC | 4,519 | $905.2K | 0.40% | −74−1.6% | Reduced |
| Retirement Income Solutions, Inc | 4,526 | $906.6K | 0.21% | 00.0% | Unchanged |
| Archetype Wealth Partners | 4,534 | $908.0K | 0.15% | −346−7.1% | Reduced |
| Crown Wealth Group, LLC | 4,537 | $908.7K | 0.47% | +154+3.5% | Added |
| TFB Advisors LLC | 4,742 | $909.8K | 0.33% | +2,814+146.0% | Added |
| Merrion Investment Management Co, LLC | 4,544 | $910.2K | 0.65% | 00.0% | Unchanged |
| CWS Financial Advisors, LLC | 4,561 | $913.6K | 0.37% | −1,659−26.7% | Reduced |
| Dimension Capital Management LLC | 4,565 | $914.4K | 0.18% | +439+10.6% | Added |
| Wealthstream Advisors, Inc. | 4,571 | $915.5K | 0.35% | +42+0.9% | Added |
| Sterneck Capital Management, LLC | 4,571 | $915.5K | 0.55% | −1,089−19.2% | Reduced |
| Wendell David Associates Inc | 4,572 | $916.0K | 0.09% | +26+0.6% | Added |
| Fiduciary Planning LLC | 4,581 | $917.5K | 0.35% | +3+0.1% | Added |
| Matisse Capital | 4,581 | $917.6K | 0.44% | −20−0.4% | Reduced |
| Sierra Capital LLC | 4,596 | $920.0K | 0.12% | +28+0.6% | Added |
| Harvest Investment Services, LLC | 4,600 | $921.4K | 0.37% | −85−1.8% | Reduced |
| Family Firm, Inc. | 4,602 | $921.7K | 0.22% | +215+4.9% | Added |
| Nadler Financial Group, Inc. | 4,605 | $922.4K | 0.11% | +362+8.5% | Added |
| PSI Advisors, LLC | 4,606 | $922.6K | 0.33% | −1,470−24.2% | Reduced |
| Apollon Financial, LLC | 4,612 | $923.8K | 0.32% | +338+7.9% | Added |
| Warther Private Wealth, LLC | 4,619 | $925.2K | 0.41% | +532+13.0% | Added |
| Future Financial Wealth Managment LLC | 4,628 | $927.0K | 0.71% | −100−2.1% | Reduced |
| Taylor Hoffman Wealth Management | 4,635 | $928.4K | 0.39% | −319−6.4% | Reduced |
| Brown Capital Management LLC | 4,639 | $929.2K | 0.02% | −19−0.4% | Reduced |
| Planning Center, Inc. | 4,642 | $929.8K | 0.20% | +144+3.2% | Added |
| Creative Financial Designs Inc | 4,648 | $931.0K | 0.09% | −1,700−26.8% | Reduced |
| T. Rowe Price Investment Management, Inc. | 4,662 | $934.0K | 0.00% | +2,348+101.5% | Added |
| Roberts Glore & Co Inc | 4,665 | $934.4K | 0.28% | −665−12.5% | Reduced |
| Southeast Asset Advisors Inc. | 4,677 | $936.8K | 0.11% | +3+0.1% | Added |
| Cassia Capital Partners, LLC | 4,678 | $937.0K | 0.62% | +609+15.0% | Added |
| Reston Wealth Management LLC | 4,681 | $937.7K | 0.38% | −528−10.1% | Reduced |
| Mainsail Financial Group, LLC | 4,682 | $937.9K | 0.65% | +15+0.3% | Added |