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 |
|---|---|---|---|---|---|
| Legacy Edge Advisors, LLC | 7,691 | $1.54M | 0.32% | +41+0.5% | Added |
| Kolinsky Wealth Management, LLC | 7,694 | $1.54M | 1.18% | +493+6.8% | Added |
| Alta Wealth Advisors LLC | 7,777 | $1.56M | 0.79% | +30+0.4% | Added |
| Pflug Koory, LLC | 7,777 | $1.56M | 0.77% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 7,778 | $1.56M | 0.45% | −596−7.1% | Reduced |
| Richard W. Paul & Associates, LLC | 7,786 | $1.56M | 0.62% | −643−7.6% | Reduced |
| Silicon Valley Capital Partners | 7,802 | $1.56M | 0.23% | +1,984+34.1% | Added |
| Univest Financial Corp | 7,822 | $1.57M | 0.44% | −22,271−74.0% | Reduced |
| Castle Wealth Management LLC | 7,832 | $1.57M | 0.82% | −1,769−18.4% | Reduced |
| Thrive Wealth Management, LLC | 7,854 | $1.57M | 0.33% | +555+7.6% | Added |
| Stephens Consulting, LLC | 7,880 | $1.58M | 0.48% | −89−1.1% | Reduced |
| Colonial River Wealth Management, LLC | 7,892 | $1.58M | 0.89% | +562+7.7% | Added |
| Lee Financial Co | 7,898 | $1.58M | 0.26% | +2,978+60.5% | Added |
| RFP Financial Group LLC | 7,905 | $1.58M | 0.62% | +36+0.5% | Added |
| American State Bank (Iowa) | 7,907 | $1.58M | 1.06% | −763−8.8% | Reduced |
| Lebenthal Global Advisors, LLC | 7,915 | $1.59M | 0.35% | +596+8.1% | Added |
| Callan Capital, LLC | 7,918 | $1.59M | 0.14% | +1,592+25.2% | Added |
| Stephenson National Bank & Trust | 7,941 | $1.59M | 0.55% | −559−6.6% | Reduced |
| Beacon Financial Advisory LLC | 7,946 | $1.59M | 0.77% | −53−0.7% | Reduced |
| Apella Capital, LLC | 8,086 | $1.59M | 0.08% | +51+0.6% | Added |
| Accel Wealth Management | 7,984 | $1.60M | 0.68% | −15−0.2% | Reduced |
| First Command Advisory Services, Inc. | 8,004 | $1.60M | 0.02% | +523+7.0% | Added |
| Keyes, Stange & Wooten Wealth Management, LLC | 7,995 | $1.60M | 1.41% | −200−2.4% | Reduced |
| GoodHaven Capital Management, LLC | 8,000 | $1.60M | 0.60% | 00.0% | Unchanged |
| Veracity Capital LLC | 8,001 | $1.60M | 0.62% | +31+0.4% | Added |
| Commons Capital, LLC | 8,001 | $1.60M | 2.33% | +38+0.5% | Added |
| Machina Capital S.A.S. | 8,021 | $1.61M | 0.85% | +5,641+237.0% | Added |
| Cora Capital Advisors LLC | 8,031 | $1.61M | 0.86% | −67−0.8% | Reduced |
| Legacy Capital Group California, Inc. | 8,041 | $1.61M | 0.59% | −264−3.2% | Reduced |
| ELCO Management Co., LLC | 8,052 | $1.61M | 0.98% | −19−0.2% | Reduced |
| Capital Square, LLC | 8,054 | $1.61M | 1.14% | −123−1.5% | Reduced |
| Accent Capital Management, LLC | 8,058 | $1.61M | 1.39% | +1,769+28.1% | Added |
| Foresight Global Investors, Inc. | 8,070 | $1.62M | 0.80% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 8,082 | $1.62M | 1.31% | −142−1.7% | Reduced |
| Rogco, LP | 8,094 | $1.62M | 0.66% | −315−3.7% | Reduced |
| TLWM | 8,103 | $1.62M | 0.36% | −195−2.3% | Reduced |
| BluePath Capital Management, LLC | 8,114 | $1.63M | 1.26% | +277+3.5% | Added |
| Baron Silver Stevens Financial Advisors, LLC | 8,115 | $1.63M | 0.31% | +1,310+19.3% | Added |
| Alera Investment Advisors, LLC | 8,119 | $1.63M | 0.22% | +156+2.0% | Added |
| McElhenny Sheffield Capital Management, LLC | 8,121 | $1.63M | 0.58% | +91+1.1% | Added |
| Proffitt & Goodson Inc | 8,124 | $1.63M | 0.29% | −189−2.3% | Reduced |
| Plancorp, LLC | 8,141 | $1.63M | 0.07% | +1,228+17.8% | Added |
| Eagle Capital Management LLC | 8,146 | $1.63M | 0.01% | −662−7.5% | Reduced |
| Kozak & Associates, Inc. | 8,061 | $1.63M | 0.44% | −181−2.2% | Reduced |
| QVR LLC | 8,173 | $1.64M | 0.28% | +8,173 | New |
| Monte Financial Group, LLC | 8,198 | $1.64M | 0.72% | 00.0% | Unchanged |
| Cheviot Value Management, LLC | 8,199 | $1.64M | 0.36% | 00.0% | Unchanged |
| STAR Financial Bank | 8,201 | $1.64M | 1.40% | −289−3.4% | Reduced |
| Charter Oak Capital Management, LLC | 8,210 | $1.64M | 0.18% | +636+8.4% | Added |
| Syntax Research, Inc. | 8,215 | $1.65M | 1.26% | +47+0.6% | Added |
| CPA Asset Management LLC | 8,223 | $1.65M | 0.92% | +14+0.2% | Added |
| Oarsman Capital, Inc. | 8,232 | $1.65M | 0.39% | −2,776−25.2% | Reduced |
| Access Financial Services, Inc. | 8,256 | $1.65M | 0.74% | 00.0% | Unchanged |
| Herbst Group, LLC | 8,260 | $1.65M | 1.02% | −25−0.3% | Reduced |
| MEMBERS Trust Co | 8,271 | $1.66M | 0.05% | −742−8.2% | Reduced |
| Eagle Wealth Strategies LLC | 8,329 | $1.66M | 1.35% | −93−1.1% | Reduced |
| Financial Engines Advisors L.L.C. | 8,279 | $1.66M | 0.00% | +2,819+51.6% | Added |
| Sather Financial Group Inc | 8,279 | $1.66M | 0.12% | 00.0% | Unchanged |
| Steele Capital Management, Inc. | 8,282 | $1.66M | 0.10% | −478−5.5% | Reduced |
| Sivia Capital Partners, LLC | 8,289 | $1.66M | 1.13% | −148−1.8% | Reduced |
| Caldwell Investment Management Ltd. | 8,300 | $1.66M | 1.24% | −3,160−27.6% | Reduced |
| Aspen Wealth Strategies, LLC | 8,305 | $1.66M | 1.15% | −1,493−15.2% | Reduced |
| NorthStar Asset Management LLC | 8,310 | $1.66M | 1.26% | +316+4.0% | Added |
| Sound Income Strategies, LLC | 8,319 | $1.67M | 0.12% | +559+7.2% | Added |
| Hendershot Investments Inc. | 8,333 | $1.67M | 0.24% | 00.0% | Unchanged |
| W Advisors, LLC | 8,360 | $1.67M | 1.15% | −14−0.2% | Reduced |
| Bouchey Financial Group Ltd | 8,364 | $1.68M | 0.16% | −64−0.8% | Reduced |
| Ostrum Asset Management | 8,369 | $1.68M | 0.13% | −12,162−59.2% | Reduced |
| Calton & Associates, Inc. | 8,382 | $1.68M | 0.82% | −1,811−17.8% | Reduced |
| SRN Advisors, LLC | 8,386 | $1.68M | 1.31% | +748+9.8% | Added |
| Precedent Wealth Partners, LLC | 8,387 | $1.68M | 0.72% | +508+6.4% | Added |
| Troluce Capital Advisors LLC | 8,400 | $1.68M | 0.36% | +8,400 | New |
| Summit Wealth & Retirement Planning, Inc. | 8,413 | $1.69M | 0.60% | −754−8.2% | Reduced |
| Balboa Wealth Partners | 8,417 | $1.69M | 0.54% | +1,530+22.2% | Added |
| Accuvest Global Advisors | 8,428 | $1.69M | 0.74% | +2,202+35.4% | Added |
| Montz Harcus Wealth Management LLC | 8,437 | $1.69M | 1.14% | +45+0.5% | Added |
| Eukles Asset Management | 8,451 | $1.69M | 0.74% | +465+5.8% | Added |
| Tortoise Investment Management, LLC | 8,479 | $1.70M | 0.21% | −99−1.2% | Reduced |
| LexAurum Advisors, LLC | 8,482 | $1.70M | 0.43% | −2,542−23.1% | Reduced |
| Wealth Management Associates, Inc. | 8,407 | $1.70M | 0.80% | −219−2.5% | Reduced |
| Rodgers Brothers Inc. | 8,509 | $1.70M | 0.23% | +1,850+27.8% | Added |
| Tanager Wealth Management LLP | 8,511 | $1.70M | 0.28% | +4,123+94.0% | Added |
| Joule Financial, LLC | 8,511 | $1.70M | 0.70% | +117+1.4% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 8,522 | $1.71M | 0.51% | −383−4.3% | Reduced |
| Legacy Bridge, LLC | 8,531 | $1.71M | 1.00% | −18−0.2% | Reduced |
| Private Portfolio Partners LLC | 8,533 | $1.71M | 0.36% | −274−3.1% | Reduced |
| Ategra Capital Management, LLC | 8,545 | $1.71M | 0.79% | −10.0% | Reduced |
| Westbourne Investment Advisors, Inc. | 8,553 | $1.71M | 0.63% | −42−0.5% | Reduced |
| Berkeley Capital Partners, LLC | 8,556 | $1.71M | 0.52% | −309−3.5% | Reduced |
| Stiles Financial Services Inc | 8,578 | $1.72M | 0.69% | +1,446+20.3% | Added |
| First National Bank Sioux Falls | 8,599 | $1.72M | 0.94% | −10−0.1% | Reduced |
| Central Asset Investments & Management Holdings (HK) Ltd | 8,600 | $1.72M | 1.92% | +8,600 | New |
| Waterfront Wealth Inc. | 8,908 | $1.72M | 0.48% | +29+0.3% | Added |
| M. Kraus & Co | 8,608 | $1.72M | 0.52% | +359+4.4% | Added |
| Prossimo Advisors, LLC | 8,648 | $1.73M | 3.35% | −25−0.3% | Reduced |
| Dohj, LLC | 8,661 | $1.73M | 0.46% | +109+1.3% | Added |
| RMR Capital Management, LLC | 8,679 | $1.74M | 1.73% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 8,681 | $1.74M | 0.86% | +8,681 | New |
| First National Bank & Trust Co of Newtown | 8,686 | $1.74M | 0.35% | 00.0% | Unchanged |
| Evergreen Wealth Solutions, LLC | 8,689 | $1.74M | 1.29% | −1,743−16.7% | Reduced |