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 |
|---|---|---|---|---|---|
| Omnia Family Wealth, LLC | 5,302 | $1.06M | 0.50% | +429+8.8% | Added |
| Summit Wealth Partners, LLC | 5,324 | $1.07M | 0.23% | +10.0% | Added |
| Grant Street Asset Management, Inc. | 5,344 | $1.07M | 0.35% | −102−1.9% | Reduced |
| Oliver Luxxe Assets LLC | 5,346 | $1.07M | 0.22% | −302−5.3% | Reduced |
| Sunburst Financial Group, LLC | 5,383 | $1.07M | 0.30% | +52+1.0% | Added |
| D'Orazio & Associates, Inc. | 5,350 | $1.07M | 0.17% | +610+12.9% | Added |
| Investment House LLC | 5,351 | $1.07M | 0.06% | −15,245−74.0% | Reduced |
| Measured Wealth Private Client Group, LLC | 5,352 | $1.07M | 0.37% | +161+3.1% | Added |
| Helen Stephens Group, LLC | 5,352 | $1.07M | 0.41% | −93−1.7% | Reduced |
| Meridian Investment Counsel Inc. | 5,362 | $1.07M | 0.36% | −20−0.4% | Reduced |
| Capital Markets Trading UK LLP | 5,369 | $1.07M | 0.78% | −2,693−33.4% | Reduced |
| Jackson Creek Investment Advisors LLC | 5,367 | $1.07M | 0.38% | −165−3.0% | Reduced |
| West Bancorporation Inc | 5,373 | $1.08M | 0.71% | −668−11.1% | Reduced |
| Gateway Wealth Partners, LLC | 5,373 | $1.08M | 0.39% | +40+0.8% | Added |
| Great Diamond Partners, LLC | 5,382 | $1.08M | 0.25% | −62−1.1% | Reduced |
| LWM Advisory Services, LLC | 5,391 | $1.08M | 0.87% | −79−1.4% | Reduced |
| Bellevue Asset Management, LLC | 5,391 | $1.08M | 0.61% | −57−1.0% | Reduced |
| Derbend Asset Management | 5,398 | $1.08M | 0.53% | +485+9.9% | Added |
| Evolution Wealth Advisors, LLC | 5,406 | $1.08M | 0.21% | +438+8.8% | Added |
| Port Capital LLC | 5,406 | $1.08M | 0.05% | −858−13.7% | Reduced |
| Tranquilli Financial Advisor LLC | 5,407 | $1.08M | 0.72% | +128+2.4% | Added |
| Swisher Financial Concepts, Inc. | 5,582 | $1.09M | 0.95% | −1,031−15.6% | Reduced |
| Richardson Financial Services Inc. | 5,436 | $1.09M | 0.77% | +522+10.6% | Added |
| Hara Capital LLC | 5,437 | $1.09M | 0.65% | −175−3.1% | Reduced |
| Cross Staff Investments Inc | 5,437 | $1.09M | 0.92% | 00.0% | Unchanged |
| Cambridge Advisors Inc. | 5,464 | $1.09M | 0.26% | +30+0.6% | Added |
| GTS Securities LLC | 5,491 | $1.10M | 0.03% | −47,075−89.6% | Reduced |
| Private Client Services, LLC | 5,498 | $1.10M | 0.74% | +261+5.0% | Added |
| Firestone Capital Management | 5,508 | $1.10M | 0.31% | +27+0.5% | Added |
| Wealth Dimensions Group, Ltd. | 5,508 | $1.10M | 0.33% | −235−4.1% | Reduced |
| WealthTrust Axiom LLC | 5,512 | $1.10M | 0.36% | −104−1.9% | Reduced |
| Tectonic Advisors LLC | 5,512 | $1.10M | 0.08% | +306+5.9% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 5,800 | $1.10M | 0.51% | −152−2.6% | Reduced |
| Mogy Joel R Investment Counsel Inc | 5,524 | $1.11M | 0.08% | +1,558+39.3% | Added |
| Private Wealth Advisors | 5,532 | $1.11M | 0.46% | −14−0.3% | Reduced |
| Private Capital Management LLC | 5,533 | $1.11M | 0.24% | −134−2.4% | Reduced |
| Sandbox Financial Partners, LLC | 5,541 | $1.11M | 0.47% | +73+1.3% | Added |
| Allie Family Office LLC | 5,541 | $1.11M | 0.65% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 5,544 | $1.11M | 0.56% | −157−2.8% | Reduced |
| Lion Street Advisors, LLC | 6,529 | $1.11M | 0.45% | 00.0% | Unchanged |
| Shelton Wealth Management, LLC | 5,552 | $1.11M | 0.70% | +404+7.8% | Added |
| Burke & Herbert Bank & Trust Co | 5,566 | $1.11M | 0.84% | −840−13.1% | Reduced |
| Lodestar Private Asset Management LLC | 5,574 | $1.12M | 0.16% | −266−4.6% | Reduced |
| Moller Financial Services | 5,576 | $1.12M | 0.30% | 00.0% | Unchanged |
| Patriot Investment Management Inc. | 5,577 | $1.12M | 0.09% | −24−0.4% | Reduced |
| Hurlow Wealth Management Group, Inc. | 5,582 | $1.12M | 0.39% | +7+0.1% | Added |
| Investors Research Corp | 5,583 | $1.12M | 0.26% | −966−14.8% | Reduced |
| Cardiff Park Advisors, LLC | 5,591 | $1.12M | 0.11% | +4+0.1% | Added |
| First National Bank | 5,592 | $1.12M | 0.85% | +75+1.4% | Added |
| Delap Wealth Advisory, LLC | 5,595 | $1.12M | 0.45% | +3,370+151.5% | Added |
| Aveo Capital Partners, LLC | 5,882 | $1.12M | 0.12% | +731+14.2% | Added |
| Retirement Planning Group | 5,602 | $1.12M | 0.09% | +191+3.5% | Added |
| Skba Capital Management LLC | 5,612 | $1.12M | 0.18% | 00.0% | Unchanged |
| F/M Investments LLC | 5,621 | $1.13M | 0.76% | −80−1.4% | Reduced |
| Great Point Wealth Advisors, LLC | 5,642 | $1.13M | 0.26% | 00.0% | Unchanged |
| Avaii Wealth Management, LLC | 5,647 | $1.13M | 0.66% | +157+2.9% | Added |
| Probity Advisors, Inc. | 5,649 | $1.13M | 0.23% | −5−0.1% | Reduced |
| Burt Wealth Advisors | 5,661 | $1.13M | 0.29% | +235+4.3% | Added |
| O'Keefe Stevens Advisory, Inc. | 5,664 | $1.13M | 0.37% | +718+14.5% | Added |
| Dechtman Wealth Management, LLC | 5,670 | $1.14M | 0.26% | +453+8.7% | Added |
| Roberts Capital Advisors, LLC | 5,671 | $1.14M | 1.09% | +5,671 | New |
| Silver Oak Securities, Inc | 5,684 | $1.14M | 0.17% | −253−4.3% | Reduced |
| Hall Laurie J Trustee | 5,700 | $1.14M | 0.40% | −315−5.2% | Reduced |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 5,700 | $1.14M | 0.79% | 00.0% | Unchanged |
| Legal Advantage Investments, Inc. | 5,703 | $1.14M | 0.64% | 00.0% | Unchanged |
| FirstPurpose Wealth LLC | 5,854 | $1.14M | 0.42% | −41−0.7% | Reduced |
| Vivaldi Capital Management, LLC | 5,773 | $1.15M | 0.33% | −2,160−27.2% | Reduced |
| High Falls Advisors, Inc | 5,743 | $1.15M | 0.29% | +165+3.0% | Added |
| ERn Financial, LLC | 5,746 | $1.15M | 0.20% | +110+2.0% | Added |
| Galibier Capital Management Ltd. | 5,760 | $1.15M | 0.28% | 00.0% | Unchanged |
| Prosperity Financial Group, Inc. | 5,763 | $1.15M | 0.71% | +2,158+59.9% | Added |
| Tributary Capital Management, LLC | 5,779 | $1.16M | 0.09% | +519+9.9% | Added |
| Peregrine Asset Advisers, Inc. | 5,780 | $1.16M | 0.46% | 00.0% | Unchanged |
| Wallace Advisory Group, LLC | 6,821 | $1.16M | 0.87% | +846+14.2% | Added |
| Carolinas Wealth Consulting LLC | 5,799 | $1.16M | 0.23% | −158−2.7% | Reduced |
| Oakwell Private Wealth Management, LLC | 5,811 | $1.16M | 0.35% | +481+9.0% | Added |
| Westside Investment Management, Inc. | 5,816 | $1.16M | 0.28% | −30−0.5% | Reduced |
| Aspen Grove Capital, LLC | 5,817 | $1.17M | 0.33% | +195+3.5% | Added |
| Monograph Wealth Advisors, LLC | 5,823 | $1.17M | 0.17% | +5,823 | New |
| McNaughton Wealth Management, LLC | 5,830 | $1.17M | 0.65% | −187−3.1% | Reduced |
| Buttonwood Financial Advisors Inc. | 5,834 | $1.17M | 0.55% | −62−1.1% | Reduced |
| Silvia McColl Wealth Management, LLC | 5,978 | $1.17M | 1.00% | +58+1.0% | Added |
| Aurora Private Wealth, Inc. | 5,883 | $1.17M | 1.01% | −134−2.2% | Reduced |
| Benchmark Investment Advisors LLC | 5,853 | $1.17M | 0.93% | +971+19.9% | Added |
| St. Clair Advisors, LLC | 5,855 | $1.17M | 0.38% | 00.0% | Unchanged |
| Element Wealth, LLC | 5,869 | $1.18M | 0.69% | −19−0.3% | Reduced |
| Clifford Group, LLC | 5,873 | $1.18M | 0.97% | −83−1.4% | Reduced |
| Fortitude Family Office, LLC | 5,881 | $1.18M | 0.79% | +118+2.0% | Added |
| Barnes Pettey Financial Advisors, LLC | 5,906 | $1.18M | 1.02% | +191+3.3% | Added |
| China Universal Asset Management Co., Ltd. | 5,914 | $1.18M | 0.15% | +5,914 | New |
| 5th Street Advisors, LLC | 5,918 | $1.19M | 0.67% | 00.0% | Unchanged |
| Greylin Investment Mangement Inc | 5,925 | $1.19M | 0.19% | −50−0.8% | Reduced |
| Crumly & Associates Inc. | 5,931 | $1.19M | 0.31% | −23−0.4% | Reduced |
| Delta Investment Management, LLC | 5,932 | $1.19M | 0.27% | +270+4.8% | Added |
| Fairview Capital Investment Management, LLC | 5,948 | $1.19M | 0.07% | +539+10.0% | Added |
| Alpha Family Trust | 5,950 | $1.19M | 0.72% | 00.0% | Unchanged |
| Legacy Capital Wealth Partners, LLC | 8,490 | $1.19M | 0.85% | +2,271+36.5% | Added |
| Kingfisher Capital LLC | 5,976 | $1.20M | 0.29% | +40+0.7% | Added |
| Quantum Financial Advisors, LLC | 5,980 | $1.20M | 0.22% | +1,476+32.8% | Added |
| Bay Rivers Group | 6,000 | $1.20M | 0.66% | 00.0% | Unchanged |