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 |
|---|---|---|---|---|---|
| Pensionfund Sabic | 6,000 | $1.20M | 0.36% | +3,000+100.0% | Added |
| Five Oceans Advisors | 6,007 | $1.20M | 0.62% | +141+2.4% | Added |
| Summit Asset Management, LLC | 6,008 | $1.20M | 0.26% | −30.0% | Reduced |
| Cravens & Co Advisors, LLC | 6,012 | $1.20M | 1.00% | −37−0.6% | Reduced |
| Barden Capital Management, Inc. | 6,015 | $1.20M | 1.16% | −116−1.9% | Reduced |
| Howard Financial Services, Ltd. | 6,015 | $1.20M | 0.21% | +120+2.0% | Added |
| Moss Adams Wealth Advisors LLC | 6,017 | $1.21M | 0.19% | +1,427+31.1% | Added |
| New Covenant Trust Company, N.A. | 6,019 | $1.21M | 1.21% | +6,019 | New |
| Ellsworth Advisors, LLC | 6,603 | $1.21M | 0.35% | +195+3.0% | Added |
| Menard Financial Group LLC | 6,028 | $1.21M | 1.02% | +385+6.8% | Added |
| Powers Advisory Group, LLC | 6,031 | $1.21M | 0.69% | +226+3.9% | Added |
| Davis Investment Partners, LLC | 6,187 | $1.21M | 0.53% | +81+1.3% | Added |
| Eagle Bay Advisors LLC | 6,062 | $1.21M | 0.77% | −269−4.2% | Reduced |
| Systematic Financial Management LP | 6,075 | $1.22M | 0.03% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 6,080 | $1.22M | 0.44% | +913+17.7% | Added |
| Colton Groome Financial Advisors, LLC | 6,088 | $1.22M | 0.49% | −510−7.7% | Reduced |
| TKG Advisors, LLC | 6,094 | $1.22M | 0.68% | −155−2.5% | Reduced |
| BayBridge Capital Group, LLC | 6,448 | $1.22M | 1.06% | −38−0.6% | Reduced |
| Denali Advisors LLC | 6,100 | $1.22M | 0.36% | −600−9.0% | Reduced |
| Viawealth, LLC | 6,105 | $1.22M | 0.76% | +16+0.3% | Added |
| McDaniel Terry & Co | 6,108 | $1.22M | 0.11% | +450+8.0% | Added |
| Core Wealth Partners LLC | 6,106 | $1.22M | 0.92% | +299+5.1% | Added |
| Southland Equity Partners LLC | 6,111 | $1.22M | 0.34% | +1,463+31.5% | Added |
| Sax Wealth Advisors, LLC | 6,118 | $1.23M | 0.14% | +1,732+39.5% | Added |
| Sentry LLC | 6,136 | $1.23M | 0.23% | −6−0.1% | Reduced |
| Castlekeep Investment Advisors LLC | 6,139 | $1.23M | 0.89% | −1,390−18.5% | Reduced |
| Financial Council Asset Management Inc | 6,148 | $1.23M | 0.73% | −291−4.5% | Reduced |
| Salomon & Ludwin, LLC | 6,175 | $1.24M | 0.11% | +163+2.7% | Added |
| ABLE Financial Group, LLC | 6,195 | $1.24M | 0.49% | +1,004+19.3% | Added |
| Verum Partners LLC | 6,195 | $1.24M | 0.44% | +243+4.1% | Added |
| GFG Capital, LLC | 6,198 | $1.24M | 0.32% | −67−1.1% | Reduced |
| Shakespeare Wealth Management, Inc. | 6,210 | $1.24M | 0.36% | 00.0% | Unchanged |
| New Century Financial Group, LLC | 6,216 | $1.25M | 0.86% | −483−7.2% | Reduced |
| Gould Asset Management LLC | 6,226 | $1.25M | 0.30% | 00.0% | Unchanged |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 6,232 | $1.25M | 0.15% | +2,513+67.6% | Added |
| Solstein Capital, LLC | 6,242 | $1.25M | 0.87% | 00.0% | Unchanged |
| Phillips Wealth Planners LLC | 6,918 | $1.25M | 1.44% | −312−4.3% | Reduced |
| ICA Group Wealth Management, LLC | 6,268 | $1.26M | 0.25% | +118+1.9% | Added |
| V-Square Quantitative Management LLC | 6,268 | $1.26M | 0.21% | 00.0% | Unchanged |
| Sendero Wealth Management, LLC | 6,268 | $1.26M | 0.22% | +457+7.9% | Added |
| Regent Peak Wealth Advisors LLC | 6,268 | $1.26M | 0.32% | −92−1.4% | Reduced |
| McIlrath & Eck, LLC | 6,269 | $1.26M | 0.20% | +14+0.2% | Added |
| McLean Asset Management Corp | 6,369 | $1.26M | 0.43% | +4+0.1% | Added |
| Renasant Bank | 6,270 | $1.26M | 0.89% | −16−0.3% | Reduced |
| Hyperion Partners, LLC | 6,273 | $1.26M | 0.92% | −262−4.0% | Reduced |
| Fidelity D & D Bancorp Inc | 6,290 | $1.26M | 0.95% | −266−4.1% | Reduced |
| Millennium Capital Advisors, LLC | 6,290 | $1.26M | 0.89% | +104+1.7% | Added |
| Inceptionr LLC | 6,300 | $1.26M | 0.32% | +6,300 | New |
| Crew Capital Management, Ltd. | 6,317 | $1.27M | 1.03% | +834+15.2% | Added |
| PCA Investment Advisory Services Inc. | 6,317 | $1.27M | 0.71% | +95+1.5% | Added |
| Mason & Associates Inc | 6,327 | $1.27M | 0.34% | +237+3.9% | Added |
| Profit Investment Management, LLC | 6,327 | $1.27M | 0.72% | 00.0% | Unchanged |
| True North Advisors, LLC | 6,332 | $1.27M | 0.35% | +191+3.1% | Added |
| HHM Wealth Advisors, LLC | 6,332 | $1.27M | 0.21% | −150−2.3% | Reduced |
| Carr Financial Group Corp | 6,358 | $1.27M | 0.42% | +2,137+50.6% | Added |
| Greatmark Investment Partners, Inc. | 6,362 | $1.27M | 0.18% | +17+0.3% | Added |
| Heartwood Wealth Advisors LLC | 6,363 | $1.27M | 0.16% | −4,601−42.0% | Reduced |
| Jacobs Levy Equity Management, Inc | 6,374 | $1.28M | 0.01% | +1,569+32.7% | Added |
| Vision Capital Management, Inc. | 6,394 | $1.28M | 0.19% | −75−1.2% | Reduced |
| Allegheny Financial Group LTD | 6,413 | $1.28M | 0.40% | −821−11.3% | Reduced |
| Foster Group, Inc. | 6,414 | $1.28M | 0.06% | +181+2.9% | Added |
| ARK & TLK Investments, LLC | 6,419 | $1.29M | 0.50% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 6,433 | $1.29M | 0.29% | −368−5.4% | Reduced |
| Cascade Investment Group, Inc. | 6,450 | $1.29M | 0.97% | +191+3.1% | Added |
| Tennessee Valley Asset Management Partners | 6,452 | $1.29M | 0.31% | −98−1.5% | Reduced |
| LifePro Asset Management | 6,455 | $1.29M | 0.85% | +295+4.8% | Added |
| New Jersey Better Educational Savings Trust | 6,461 | $1.29M | 2.45% | 00.0% | Unchanged |
| Cookson Peirce & Co Inc | 6,474 | $1.30M | 0.07% | −24−0.4% | Reduced |
| Berger Financial Group, Inc | 6,491 | $1.30M | 0.11% | +569+9.6% | Added |
| Lantz Financial LLC | 6,491 | $1.30M | 0.42% | −20−0.3% | Reduced |
| Orrstown Financial Services Inc | 6,494 | $1.30M | 0.72% | +242+3.9% | Added |
| Carmichael Hill & Associates, Inc. | 6,502 | $1.30M | 0.54% | −260−3.8% | Reduced |
| Strong Tower Advisory Services | 6,548 | $1.30M | 0.52% | +601+10.1% | Added |
| Wall Street Access Asset Management, LLC | 6,507 | $1.30M | 0.54% | −195−2.9% | Reduced |
| Clarity Financial LLC | 6,511 | $1.30M | 0.20% | +212+3.4% | Added |
| Driehaus Capital Management LLC | 6,524 | $1.31M | 0.01% | −2,362−26.6% | Reduced |
| Sterling Wealth Management, Inc. | 6,528 | $1.31M | 0.65% | 00.0% | Unchanged |
| Green Harvest Asset Management LLC | 6,533 | $1.31M | 0.03% | +3,202+96.1% | Added |
| Keynote Financial Services LLC | 6,534 | $1.31M | 1.10% | +6,534 | New |
| Cubic Asset Management, LLC | 6,570 | $1.32M | 0.31% | +31+0.5% | Added |
| Frank, Rimerman Advisors LLC | 6,585 | $1.32M | 0.25% | 00.0% | Unchanged |
| Caz Investments LP | 6,600 | $1.32M | 2.64% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 6,618 | $1.32M | 0.50% | +403+6.5% | Added |
| PBMares Wealth Management LLC | 6,625 | $1.33M | 0.35% | +63+1.0% | Added |
| Trust Co | 6,630 | $1.33M | 0.17% | −811−10.9% | Reduced |
| Pathway Financial Advisors LLC | 6,631 | $1.33M | 0.36% | −36−0.5% | Reduced |
| Waypoint Capital Advisors, LLC | 6,635 | $1.33M | 0.35% | +132+2.0% | Added |
| Gallagher Fiduciary Advisors, LLC | 6,666 | $1.34M | 0.05% | +310+4.9% | Added |
| Olistico Wealth, LLC | 6,680 | $1.34M | 0.97% | −1,095−14.1% | Reduced |
| Northside Capital Management, LLC | 6,700 | $1.34M | 0.24% | 00.0% | Unchanged |
| First Heartland Consultants, Inc. | 6,704 | $1.34M | 0.14% | +374+5.9% | Added |
| Novak & Powell Financial Services, Inc. | 6,728 | $1.35M | 1.01% | −106−1.6% | Reduced |
| Prairie Sky Financial Group LLC | 6,775 | $1.36M | 0.81% | −51−0.7% | Reduced |
| Security Financial Services, INC. | 6,785 | $1.36M | 0.31% | +34+0.5% | Added |
| waypoint wealth counsel | 6,785 | $1.36M | 1.05% | +90+1.3% | Added |
| Schneider Downs Wealth Management Advisors, LP | 6,786 | $1.36M | 0.31% | +4,781+238.5% | Added |
| Sunflower Bank, N.A. | 6,791 | $1.36M | 0.31% | −354−5.0% | Reduced |
| Two Sigma Investments, LP | 6,800 | $1.36M | 0.00% | −8,778−56.3% | Reduced |
| Winmill & Co. Inc | 6,800 | $1.36M | 0.39% | 00.0% | Unchanged |
| U S Global Investors Inc | 6,800 | $1.36M | 0.11% | 00.0% | Unchanged |