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 |
|---|---|---|---|---|---|
| Viewpoint Capital Management LLC | 6,804 | $1.36M | 0.87% | +312+4.8% | Added |
| REDW Wealth LLC | 6,811 | $1.36M | 0.37% | +22+0.3% | Added |
| Fulton Breakefield Broenniman LLC | 6,819 | $1.37M | 0.11% | −21−0.3% | Reduced |
| Palogic Value Management, L.P. | 6,824 | $1.37M | 0.59% | 00.0% | Unchanged |
| Solidarilty Wealth, LLC | 6,831 | $1.37M | 0.43% | −10.0% | Reduced |
| Mosaic Family Wealth Partners, LLC | 6,832 | $1.37M | 0.23% | +724+11.9% | Added |
| Wiser Advisor Group LLC | 6,814 | $1.37M | 2.15% | −238−3.4% | Reduced |
| BNC Wealth Management, LLC | 6,856 | $1.37M | 0.59% | +896+15.0% | Added |
| Prelude Capital Management, LLC | 6,867 | $1.38M | 0.09% | +2,106+44.2% | Added |
| Gordian Capital Singapore Pte Ltd | 6,872 | $1.38M | 1.02% | +750+12.3% | Added |
| Caption Management, LLC | 6,900 | $1.38M | 0.15% | +6,900 | New |
| Oxford Wealth Group, LLC | 6,902 | $1.38M | 1.26% | +6,902 | New |
| BTG Pactual Global Asset Management Ltd | 6,907 | $1.38M | 0.44% | +6,907 | New |
| Sherbrooke Park Advisers LLC | 6,922 | $1.39M | 0.27% | +4,841+232.6% | Added |
| Aletheian Wealth Advisors LLC | 6,926 | $1.39M | 0.75% | +1,225+21.5% | Added |
| Centric Wealth Management | 7,247 | $1.39M | 0.44% | +3,172+77.8% | Added |
| Angeles Investment Advisors, LLC | 6,947 | $1.39M | 0.07% | +553+8.6% | Added |
| ARGA Investment Management, LP | 6,950 | $1.39M | 0.05% | −787−10.2% | Reduced |
| Costello Asset Management, INC | 6,952 | $1.39M | 1.00% | −937−11.9% | Reduced |
| Gray Wealth Management Inc. | 6,980 | $1.40M | 0.62% | +530+8.2% | Added |
| Financial Management Network Inc | 7,149 | $1.40M | 0.35% | −374−5.0% | Reduced |
| Frazier Financial Advisors, LLC | 6,997 | $1.40M | 1.15% | −104−1.5% | Reduced |
| Guidance Capital, Inc | 7,664 | $1.40M | 0.52% | +4,552+146.3% | Added |
| TCM Advisors, LLC | – | $1.40M | 1.10% | – | – |
| Fortis Capital Advisors, LLC | 7,001 | $1.40M | 0.59% | +3,041+76.8% | Added |
| Highland Financial Advisors, LLC | 7,006 | $1.40M | 0.56% | 00.0% | Unchanged |
| Talisman Wealth Advisors LLC | 7,014 | $1.40M | 1.77% | −47−0.7% | Reduced |
| Sippican Capital Advisors | 7,018 | $1.41M | 1.09% | −4,825−40.7% | Reduced |
| SRS Capital Advisors, Inc. | 7,019 | $1.41M | 0.15% | −133−1.9% | Reduced |
| Coastwise Capital Group, LLC | 7,023 | $1.41M | 1.30% | −1,169−14.3% | Reduced |
| Lionsbridge Wealth Management LLC | 7,031 | $1.41M | 1.09% | −218−3.0% | Reduced |
| Fiducient Advisors LLC | 7,039 | $1.41M | 0.28% | +1,529+27.7% | Added |
| Edgemoor Investment Advisors, Inc. | 7,047 | $1.41M | 0.13% | +514+7.9% | Added |
| Capital Planning Advisors, LLC | 7,065 | $1.42M | 0.25% | −7−0.1% | Reduced |
| Birchcreek Wealth Management, LLC | 7,076 | $1.42M | 0.75% | −9−0.1% | Reduced |
| O'Brien Greene & Co. Inc | 7,078 | $1.42M | 0.47% | 00.0% | Unchanged |
| TrueWealth Advisors, LLC | 7,086 | $1.42M | 0.55% | +399+6.0% | Added |
| Evanson Asset Management, LLC | 7,096 | $1.42M | 0.11% | 00.0% | Unchanged |
| LBMC Investment Advisors, LLC | 7,101 | $1.42M | 0.12% | −389−5.2% | Reduced |
| Nabity-Jensen Investment Management Inc | 7,109 | $1.42M | 1.17% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 7,132 | $1.43M | 0.08% | +945+15.3% | Added |
| Affiance Financial, LLC | 7,148 | $1.43M | 0.39% | 00.0% | Unchanged |
| Savvy Advisors, Inc. | 7,178 | $1.44M | 0.83% | +3,292+84.7% | Added |
| Armbruster Capital Management, Inc. | 7,180 | $1.44M | 0.31% | −75−1.0% | Reduced |
| Sunpointe, LLC | 7,181 | $1.44M | 1.60% | −314−4.2% | Reduced |
| Global Financial Private Client, LLC | 7,232 | $1.44M | 0.62% | +693+10.6% | Added |
| Unique Wealth Strategies, LLC | 7,185 | $1.44M | 0.70% | +896+14.2% | Added |
| Cladis Investment Advisory, LLC | 7,189 | $1.44M | 1.06% | 00.0% | Unchanged |
| DMG Group, LLC | 7,209 | $1.44M | 1.25% | +255+3.7% | Added |
| CORDA Investment Management, LLC. | 7,218 | $1.45M | 0.12% | +695+10.7% | Added |
| Granger Management LLC | 7,224 | $1.45M | 0.29% | +3,521+95.1% | Added |
| Highline Wealth Partners LLC | 7,235 | $1.45M | 0.59% | +149+2.1% | Added |
| One Wealth Advisors, LLC | 7,235 | $1.45M | 0.25% | +1,281+21.5% | Added |
| Key Client Fiduciary Advisors, LLC | 7,251 | $1.45M | 0.77% | −1,200−14.2% | Reduced |
| Powell Investment Advisors, LLC | 7,257 | $1.45M | 0.77% | 00.0% | Unchanged |
| One + One Wealth Management, LLC | 7,258 | $1.45M | 0.83% | 00.0% | Unchanged |
| Austin Private Wealth, LLC | 7,341 | $1.46M | 0.17% | +179+2.5% | Added |
| Salzhauer Michael | 7,270 | $1.46M | 1.17% | 00.0% | Unchanged |
| SC&H Financial Advisors, Inc. | 7,296 | $1.46M | 0.38% | −286−3.8% | Reduced |
| Geller Advisors LLC | 7,307 | $1.46M | 0.12% | +544+8.0% | Added |
| RF&L Wealth Management, LLC | 7,313 | $1.46M | 1.13% | −180−2.4% | Reduced |
| AllSquare Wealth Management LLC | 7,329 | $1.47M | 0.86% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 7,347 | $1.47M | 0.23% | +245+3.4% | Added |
| Bordeaux Wealth Advisors LLC | 7,368 | $1.48M | 0.49% | −281−3.7% | Reduced |
| Atwood & Palmer Inc | 7,372 | $1.48M | 0.11% | +127+1.8% | Added |
| Longfellow Investment Management Co LLC | 7,377 | $1.48M | 0.33% | +10+0.1% | Added |
| Orca Investment Management, LLC | 7,379 | $1.48M | 1.38% | −746−9.2% | Reduced |
| ORBA Wealth Advisors, L.L.C. | 7,392 | $1.48M | 0.82% | −1,400−15.9% | Reduced |
| Capital Investment Counsel, Inc | 7,432 | $1.49M | 0.26% | −375−4.8% | Reduced |
| Objective Capital Management, LLC | 7,441 | $1.49M | 1.01% | +678+10.0% | Added |
| Lazari Capital Management, Inc. | 7,448 | $1.49M | 0.81% | −596−7.4% | Reduced |
| Onefund, LLC | 7,499 | $1.49M | 1.78% | −148−1.9% | Reduced |
| Foster Victor Wealth Advisors, LLC | 7,635 | $1.49M | 0.14% | +74+1.0% | Added |
| Covenant Partners, LLC | 7,451 | $1.49M | 0.43% | 00.0% | Unchanged |
| Cornerstone National Bank & Trust Co | 7,452 | $1.49M | 0.75% | −39−0.5% | Reduced |
| Alesco Advisors LLC | 7,456 | $1.49M | 0.05% | +93+1.3% | Added |
| Altus Wealth Group LLC | 7,469 | $1.50M | 0.75% | −56−0.7% | Reduced |
| Icapital Wealth LLC | 7,484 | $1.50M | 0.88% | 00.0% | Unchanged |
| Northwest Wealth Management, LLC | 7,510 | $1.50M | 0.41% | −755−9.1% | Reduced |
| CM Wealth Advisors LLC | 7,848 | $1.50M | 0.43% | +4,083+108.4% | Added |
| Garrison Point Advisors, LLC | 7,519 | $1.51M | 0.97% | −160−2.1% | Reduced |
| Wealth Group, Ltd. | 7,540 | $1.51M | 1.14% | +7,540 | New |
| Monterey Private Wealth, Inc. | 7,541 | $1.51M | 0.61% | +43+0.6% | Added |
| Physicians Financial Services, Inc. | 7,562 | $1.51M | 0.53% | 00.0% | Unchanged |
| Johnson & White Wealth Management, LLC | 7,590 | $1.52M | 1.11% | +258+3.5% | Added |
| Edge Financial Advisors LLC | 7,595 | $1.52M | 1.34% | +7,595 | New |
| Alta Advisers Ltd | 7,600 | $1.52M | 0.75% | +100+1.3% | Added |
| Dixon Fnancial Services, Inc. | 7,611 | $1.52M | 0.84% | −122−1.6% | Reduced |
| Alhambra Investment Partners LLC | 7,616 | $1.53M | 0.83% | −72−0.9% | Reduced |
| Vestmark Advisory Solutions, Inc. | 7,618 | $1.53M | 0.07% | +3,055+67.0% | Added |
| IFG Advisors, LLC | 7,629 | $1.53M | 0.40% | −27−0.4% | Reduced |
| General Partner, Inc. | 7,637 | $1.53M | 0.96% | 00.0% | Unchanged |
| KRS Capital Management, LLC | 7,642 | $1.53M | 1.23% | −297−3.7% | Reduced |
| Harvest Fund Management Co., Ltd | 7,642 | $1.53M | 0.14% | +4,200+122.0% | Added |
| Madison Wealth Partners, Inc | 7,655 | $1.53M | 0.55% | −47−0.6% | Reduced |
| Keystone Financial Services | 7,664 | $1.54M | 0.67% | −37−0.5% | Reduced |
| Gries Financial LLC | 7,665 | $1.54M | 0.26% | +3,457+82.2% | Added |
| SignalPoint Asset Management, LLC | 7,672 | $1.54M | 0.42% | −202−2.6% | Reduced |
| Belmont Capital, LLC | 7,679 | $1.54M | 0.42% | 00.0% | Unchanged |
| Mango Five Family, Inc. | 7,680 | $1.54M | 0.51% | −1,445−15.8% | Reduced |