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 |
|---|---|---|---|---|---|
| Insight Advisors, LLC | 4,688 | $939.1K | 0.18% | +77+1.7% | Added |
| Ramiah Investment Group | 4,701 | $941.6K | 0.89% | −297−5.9% | Reduced |
| NCP Inc. | 4,702 | $941.7K | 0.65% | +4,702 | New |
| MinichMacGregor Wealth Management, LLC | 4,736 | $942.2K | 0.24% | 00.0% | Unchanged |
| ERTS Wealth Advisors, LLC | 4,716 | $944.6K | 0.19% | −107−2.2% | Reduced |
| Wedge Capital Management L L P | 4,725 | $946.4K | 0.02% | −4−0.1% | Reduced |
| Wayfinding Financial, LLC | 4,846 | $948.0K | 0.55% | −637−11.6% | Reduced |
| Granite Harbor Advisors, Inc. | 4,738 | $949.0K | 0.65% | −6−0.1% | Reduced |
| KLR Investment Advisors, LLC | 4,987 | $950.5K | 0.69% | −313−5.9% | Reduced |
| Morris Retirement Advisors, LLC | 4,746 | $950.6K | 0.57% | −920−16.2% | Reduced |
| Capstone Triton Financial Group, LLC | 4,747 | $950.8K | 0.67% | +2,825+147.0% | Added |
| Weinberger Asset Management, Inc | 4,751 | $951.6K | 0.46% | −25−0.5% | Reduced |
| Red Wave Investments LLC | 4,761 | $953.7K | 0.36% | +50+1.1% | Added |
| Benedetti & Gucer, Inc. | 4,774 | $956.0K | 0.47% | −835−14.9% | Reduced |
| Zimmermann Investment Management & Planning LLC | 4,781 | $957.5K | 0.34% | +490+11.4% | Added |
| Traveka Wealth, LLC | 4,781 | $957.6K | 0.44% | −892−15.7% | Reduced |
| Kennedy Investment Group | 4,784 | $958.2K | 0.51% | +20.0% | Added |
| Sym Financial Corp | 4,789 | $959.1K | 0.16% | −2,133−30.8% | Reduced |
| Cahill Financial Advisors Inc | 4,804 | $962.3K | 0.13% | +1,496+45.2% | Added |
| Smart Portfolios, LLC | 4,819 | $965.2K | 1.02% | +100+2.1% | Added |
| Black Diamond Financial, LLC | 5,678 | $965.9K | 0.26% | 00.0% | Unchanged |
| Landaas & Co | 4,852 | $968.0K | 0.31% | +13+0.3% | Added |
| Accordant Advisory Group Inc | 4,836 | $968.7K | 0.72% | +4,836 | New |
| Northwest Financial Advisors | 4,852 | $971.8K | 1.07% | −434−8.2% | Reduced |
| Full Sail Capital, LLC | 4,858 | $973.1K | 0.07% | −80−1.6% | Reduced |
| Diamant Asset Management, Inc. | 4,861 | $973.7K | 0.68% | −10−0.2% | Reduced |
| Disciplined Equity Management, Inc. | 4,863 | $974.1K | 0.65% | −3,118−39.1% | Reduced |
| Venturi Wealth Management, LLC | 4,873 | $976.1K | 0.06% | −11,267−69.8% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 4,873 | $976.1K | 0.29% | +362+8.0% | Added |
| Old Point Trust & Financial Services N A | 4,875 | $976.5K | 0.36% | +1,273+35.3% | Added |
| TFC Financial Management | 4,879 | $977.4K | 0.17% | −1,018−17.3% | Reduced |
| Lifeworks Advisors, LLC | 4,881 | $977.7K | 0.27% | +2,455+101.2% | Added |
| James J. Burns & Company, LLC | 4,919 | $978.0K | 0.34% | −4,240−46.3% | Reduced |
| Voisard Asset Management Group, Inc. | 4,889 | $979.2K | 0.55% | +7+0.1% | Added |
| Cutter & CO Brokerage, Inc. | 4,889 | $979.3K | 0.24% | −378−7.2% | Reduced |
| Doheny Asset Management | 4,905 | $982.0K | 0.81% | 00.0% | Unchanged |
| Almanack Investment Partners, LLC. | 4,914 | $984.2K | 0.17% | +334+7.3% | Added |
| Alliance Wealth Advisors, LLC | 4,916 | $984.7K | 0.62% | +89+1.8% | Added |
| Beaumont Asset Management, L.L.C. | 4,919 | $985.3K | 0.66% | −1,177−19.3% | Reduced |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 4,920 | $985.5K | 0.00% | −255−4.9% | Reduced |
| Sage Private Wealth Group, LLC | 4,930 | $987.7K | 0.79% | +850+20.8% | Added |
| Ellevest, Inc. | 4,934 | $988.3K | 0.06% | +1,440+41.2% | Added |
| NFP Retirement, Inc. | 4,936 | $988.9K | 0.09% | +427+9.5% | Added |
| Trust Co of the South | 4,946 | $990.7K | 0.23% | +53+1.1% | Added |
| Benson Investment Management Company, Inc. | 4,950 | $991.5K | 0.42% | 00.0% | Unchanged |
| Eagle Harbor Asset Management Inc | 4,951 | $991.7K | 1.05% | −192−3.7% | Reduced |
| Kathmere Capital Management, LLC | 4,953 | $992.1K | 0.11% | −132−2.6% | Reduced |
| Westhampton Capital, LLC | 4,958 | $993.2K | 0.54% | 00.0% | Unchanged |
| Proathlete Wealth Management LLC | 4,965 | $994.4K | 0.53% | −131−2.6% | Reduced |
| Capital Advisors Wealth Management, LLC | 4,983 | $998.1K | 0.21% | +244+5.1% | Added |
| Leonard Rickey Investment Advisors P.L.L.C. | 4,990 | $999.4K | 0.26% | +183+3.8% | Added |
| Alliance Wealth Management Group | 4,991 | $999.7K | 0.29% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 5,027 | $1.00M | 0.29% | +11+0.2% | Added |
| Israel Discount Bank of New York | 4,994 | $1.00M | 1.25% | −3,133−38.6% | Reduced |
| FNY Investment Advisers, LLC | 5,000 | $1.00M | 0.65% | +5,000 | New |
| Baron Wealth Management LLC | 4,998 | $1.00M | 0.53% | +714+16.7% | Added |
| JBF Capital, Inc. | 5,000 | $1.00M | 0.16% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 5,000 | $1.00M | 0.58% | +11+0.2% | Added |
| Latitude Advisors, LLC | 5,005 | $1.00M | 0.63% | +361+7.8% | Added |
| InTrack Investment Management Inc | 5,013 | $1.00M | 0.75% | −745−12.9% | Reduced |
| Horizon Wealth Management, LLC | 5,028 | $1.01M | 0.26% | +173+3.6% | Added |
| Evernest Financial Advisors, LLC | 5,422 | $1.01M | 0.48% | +605+12.6% | Added |
| Financial Partners Group, Inc | 5,036 | $1.01M | 0.16% | +315+6.7% | Added |
| AXS Investments LLC | 5,037 | $1.01M | 0.24% | +327+6.9% | Added |
| KilterHowling LLC | 5,041 | $1.01M | 0.71% | +614+13.9% | Added |
| Drake & Associates, LLC | 5,044 | $1.01M | 0.37% | −249−4.7% | Reduced |
| Avalon Trust Co | 5,047 | $1.01M | 0.08% | +634+14.4% | Added |
| Hedges Asset Management LLC | 5,100 | $1.02M | 0.72% | 00.0% | Unchanged |
| Round Rock Advisors, LLC | 5,123 | $1.03M | 0.25% | −3,807−42.6% | Reduced |
| Bluesphere Advisors, LLC | 5,124 | $1.03M | 0.57% | 00.0% | Unchanged |
| Centurion Wealth Management LLC | 5,127 | $1.03M | 0.40% | +337+7.0% | Added |
| Eubel Brady & Suttman Asset Management Inc | 5,131 | $1.03M | 0.13% | −761−12.9% | Reduced |
| Werba Rubin Papier Wealth Management | 5,136 | $1.03M | 0.30% | −620−10.8% | Reduced |
| Hofer & Associates. Inc | 5,156 | $1.03M | 0.87% | +109+2.2% | Added |
| BOS Asset Management, LLC | 5,156 | $1.03M | 0.54% | +7+0.1% | Added |
| Sovereign Financial Group, Inc. | 5,163 | $1.03M | 0.27% | +413+8.7% | Added |
| Campion Asset Management LLC | 5,193 | $1.04M | 0.80% | +18+0.3% | Added |
| Investment Partners Asset Management, Inc. | 5,200 | $1.04M | 0.94% | +41+0.8% | Added |
| Napatree Capital LLC | 5,438 | $1.04M | 1.01% | +120+2.3% | Added |
| Vivid Wealth Management, LLC | 5,206 | $1.04M | 0.65% | −170−3.2% | Reduced |
| Oxler Private Wealth LLC | 5,211 | $1.04M | 0.41% | +28+0.5% | Added |
| Providence First Trust Co | 5,212 | $1.04M | 0.45% | −525−9.2% | Reduced |
| Horan Securities, Inc. | 5,225 | $1.05M | 0.49% | −13−0.2% | Reduced |
| Willner & Heller, LLC | 5,231 | $1.05M | 1.04% | −28−0.5% | Reduced |
| PFW Advisors LLC | 5,232 | $1.05M | 0.32% | +55+1.1% | Added |
| Councilmark Asset Management, LLC | 5,242 | $1.05M | 0.76% | +5,242 | New |
| Signature Estate & Investment Advisors LLC | 5,242 | $1.05M | 0.03% | −251−4.6% | Reduced |
| Hilltop Partners LLC | 5,250 | $1.05M | 0.38% | +368+7.5% | Added |
| Spinnaker Investment Group, LLC | 5,252 | $1.05M | 0.30% | −1,299−19.8% | Reduced |
| LVZ Advisors, Inc. | 5,258 | $1.05M | 0.14% | +30+0.6% | Added |
| Oldfather Financial Services, LLC | 5,265 | $1.05M | 0.43% | −515−8.9% | Reduced |
| Aviso Wealth Management | 5,269 | $1.06M | 0.67% | −75−1.4% | Reduced |
| Seamount Financial Group Inc | 5,271 | $1.06M | 0.93% | 00.0% | Unchanged |
| ROI Financial Advisors, LLC | 5,274 | $1.06M | 0.83% | −148−2.7% | Reduced |
| Reynders McVeigh Capital Management, LLC | 5,272 | $1.06M | 0.06% | +218+4.3% | Added |
| Gerber, LLC | 5,275 | $1.06M | 0.89% | +313+6.3% | Added |
| Copperwynd Financial, LLC | 5,286 | $1.06M | 0.38% | −84−1.6% | Reduced |
| Renaissance Group LLC | 5,295 | $1.06M | 0.04% | −119−2.2% | Reduced |
| JFS Wealth Advisors, LLC | 5,296 | $1.06M | 0.08% | −303−5.4% | Reduced |
| Narus Financial Partners, LLC | 5,302 | $1.06M | 0.45% | +20+0.4% | Added |