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 |
|---|---|---|---|---|---|
| Cooper Financial Group | 8,693 | $1.74M | 0.29% | +984+12.8% | Added |
| McGlone Suttner Wealth Management, Inc. | 8,710 | $1.74M | 0.33% | +993+12.9% | Added |
| PFC Capital Group, Inc. | 8,725 | $1.75M | 0.94% | −150−1.7% | Reduced |
| Defined Wealth Management, LLC | 8,756 | $1.75M | 1.26% | +7+0.1% | Added |
| Winning Points Advisors, LLC | 10,323 | $1.76M | 2.71% | 00.0% | Unchanged |
| Correct Capital Wealth Management | 8,798 | $1.76M | 0.41% | +1,098+14.3% | Added |
| Addison Advisors LLC | 8,800 | $1.76M | 0.61% | +99+1.1% | Added |
| Meridian Financial Partners LLC | 9,776 | $1.77M | 2.27% | −6−0.1% | Reduced |
| Game Creek Capital, LP | 8,850 | $1.77M | 0.96% | −2,325−20.8% | Reduced |
| Iron Financial, LLC | 8,857 | $1.77M | 0.99% | −454−4.9% | Reduced |
| Mendel Capital Management LLC | 8,860 | $1.77M | 1.17% | −764−7.9% | Reduced |
| Mittelman Wealth Management | 8,877 | $1.78M | 1.20% | +8,877 | New |
| Bullock Wealth Management Group | 8,941 | $1.78M | 1.19% | +8,941 | New |
| Clarus Group, Inc. | 8,881 | $1.78M | 1.25% | −800−8.3% | Reduced |
| Hummer Financial Advisory Services Inc | 8,883 | $1.78M | 1.47% | +43+0.5% | Added |
| FSB Premier Wealth Management, Inc. | 8,889 | $1.78M | 0.83% | +722+8.8% | Added |
| Asio Capital, LLC | 8,896 | $1.78M | 0.38% | 00.0% | Unchanged |
| Bennett Selby Investments LP | 8,906 | $1.78M | 0.83% | −16−0.2% | Reduced |
| Delphi Management Inc | 8,908 | $1.78M | 1.38% | −355−3.8% | Reduced |
| Select Asset Management & Trust | 8,927 | $1.79M | 0.74% | −1,563−14.9% | Reduced |
| Round Hill Asset Management | 8,931 | $1.79M | 1.08% | −51−0.6% | Reduced |
| Citadel Investment Advisory, Inc. | 8,936 | $1.79M | 1.01% | 00.0% | Unchanged |
| Ami Asset Management Corp | 8,960 | $1.79M | 0.09% | −293−3.2% | Reduced |
| Grant/GrossMendelsohn, LLC | 9,082 | $1.80M | 0.84% | −1,766−16.3% | Reduced |
| Samalin Investment Counsel, LLC | 8,988 | $1.80M | 0.86% | −551−5.8% | Reduced |
| Crewe Advisors LLC | 9,002 | $1.80M | 0.21% | +9,002 | New |
| Ridgecrest Wealth Partners, LLC | 9,002 | $1.80M | 1.07% | −355−3.8% | Reduced |
| Caldwell Sutter Capital, Inc. | 9,014 | $1.81M | 0.87% | −164−1.8% | Reduced |
| Ausdal Financial Partners, Inc. | 9,027 | $1.81M | 0.21% | −608−6.3% | Reduced |
| Masso Torrence Wealth Management Inc. | 9,034 | $1.81M | 1.07% | −187−2.0% | Reduced |
| Wealthquest Corp | 9,036 | $1.81M | 0.19% | −404−4.3% | Reduced |
| Relative Value Partners Group, LLC | 10,385 | $1.81M | 0.11% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 9,058 | $1.81M | 0.11% | +1,894+26.4% | Added |
| Seven Mile Advisory | 9,065 | $1.82M | 1.38% | +71+0.8% | Added |
| Perennial Investment Advisors, LLC | 9,065 | $1.82M | 0.28% | −325−3.5% | Reduced |
| City State Bank | 9,075 | $1.82M | 0.80% | +10+0.1% | Added |
| Connective Portfolio Management, LLC | 9,080 | $1.82M | 3.20% | −4,000−30.6% | Reduced |
| Canvas Wealth Advisors, LLC | 10,108 | $1.82M | 0.61% | +470+4.9% | Added |
| Tempus Wealth Planning, LLC | 9,102 | $1.82M | 0.80% | +270+3.1% | Added |
| Terril Brothers, Inc. | 9,115 | $1.83M | 0.63% | −229−2.5% | Reduced |
| Kapstone Financial Advisors LLC | 9,119 | $1.83M | 1.24% | +313+3.6% | Added |
| Financial Perspectives, Inc | 9,121 | $1.83M | 0.69% | −93−1.0% | Reduced |
| Savoie Capital LLC | 9,128 | $1.83M | 0.26% | +9,128 | New |
| Ti-Trust, Inc | 9,159 | $1.83M | 1.35% | +518+6.0% | Added |
| US Asset Management LLC | 9,168 | $1.84M | 1.65% | −207−2.2% | Reduced |
| Gilman Hill Asset Management, LLC | 9,187 | $1.84M | 0.33% | −271−2.9% | Reduced |
| AA Financial Advisors, LLC | 9,190 | $1.84M | 0.74% | +9,190 | New |
| Hemington Wealth Management | 9,202 | $1.84M | 0.67% | −1,316−12.5% | Reduced |
| Signal Advisors Wealth, LLC | 9,214 | $1.85M | 0.46% | +7,090+333.8% | Added |
| Wambolt & Associates, LLC | 9,317 | $1.85M | 0.55% | −4,677−33.4% | Reduced |
| N.E.W. Advisory Services LLC | 9,259 | $1.85M | 0.21% | −499−5.1% | Reduced |
| Secured Retirement Advisors, LLC | 9,294 | $1.86M | 1.58% | +231+2.5% | Added |
| Fortitude Advisory Group L.L.C. | 9,295 | $1.86M | 1.05% | −1,113−10.7% | Reduced |
| Cozad Asset Management Inc | 9,298 | $1.86M | 0.19% | 00.0% | Unchanged |
| FSM Wealth Advisors, LLC | 9,302 | $1.86M | 0.66% | +174+1.9% | Added |
| Allstate Corp | 9,317 | $1.87M | 0.13% | +39+0.4% | Added |
| West Family Investments, Inc. | 9,326 | $1.87M | 0.58% | +165+1.8% | Added |
| Trail Ridge Investment Advisors, LLC | 9,327 | $1.87M | 1.06% | −2,980−24.2% | Reduced |
| Eley Financial Management, Inc | 9,376 | $1.88M | 0.81% | −176−1.8% | Reduced |
| Navalign, LLC | 9,396 | $1.88M | 0.62% | −162−1.7% | Reduced |
| Kelly Lawrence W & Associates Inc | 9,408 | $1.88M | 0.43% | −2,458−20.7% | Reduced |
| Schear Investment Advisers, LLC | 9,413 | $1.89M | 1.51% | +2,184+30.2% | Added |
| KC Investment Advisors, LLC | 9,415 | $1.89M | 0.98% | +786+9.1% | Added |
| Capital City Trust Co | 9,416 | $1.89M | 0.53% | +443+4.9% | Added |
| Catalina Capital Group, LLC | 9,416 | $1.89M | 0.81% | +5,692+152.8% | Added |
| Fielder Capital Group LLC | 9,426 | $1.89M | 0.84% | +21+0.2% | Added |
| Sandy Cove Advisors, LLC | 9,433 | $1.89M | 0.87% | +1,590+20.3% | Added |
| Independent Solutions Wealth Management, LLC | 9,434 | $1.89M | 0.45% | +117+1.3% | Added |
| Eqis Capital Management, Inc. | 9,437 | $1.89M | 0.15% | −1,570−14.3% | Reduced |
| JSF Financial, LLC | 9,440 | $1.89M | 0.59% | −232−2.4% | Reduced |
| Personal Cfo Solutions, LLC | 9,444 | $1.89M | 0.30% | +401+4.4% | Added |
| Orion Capital Management LLC | 9,464 | $1.90M | 1.01% | −325−3.3% | Reduced |
| Coastal Bridge Advisors, LLC | 9,497 | $1.90M | 0.44% | +10.0% | Added |
| Sentinus, LLC | 9,497 | $1.90M | 0.67% | +9,497 | New |
| Breakwater Capital Group | 9,498 | $1.90M | 0.48% | +626+7.1% | Added |
| Lakeridge Wealth Management LLC | 9,504 | $1.90M | 1.23% | +325+3.5% | Added |
| Summit Financial Wealth Advisors, LLC | 9,510 | $1.90M | 0.39% | +37+0.4% | Added |
| Gateway Advisory, LLC | 9,534 | $1.91M | 0.33% | −1,989−17.3% | Reduced |
| Philo Smith Capital Corp | 9,550 | $1.91M | 0.54% | 00.0% | Unchanged |
| RW Investment Management LLC | 9,565 | $1.92M | 0.27% | −461−4.6% | Reduced |
| Texas Capital Bancshares Inc | 9,565 | $1.92M | 0.87% | −1,367−12.5% | Reduced |
| Park Place Capital Corp | 9,578 | $1.92M | 0.69% | −1,109−10.4% | Reduced |
| Signet Financial Management, LLC | 9,594 | $1.92M | 0.26% | +98+1.0% | Added |
| De Burlo Group Inc | 9,603 | $1.92M | 0.26% | −1,170−10.9% | Reduced |
| Morton Capital Management LLC | 9,611 | $1.93M | 0.52% | +106+1.1% | Added |
| G&S Capital LLC | 9,628 | $1.93M | 0.86% | −443−4.4% | Reduced |
| Saxon Interests, Inc. | 9,644 | $1.93M | 0.92% | −159−1.6% | Reduced |
| Old Mission Investment Co LLC | 9,646 | $1.93M | 0.64% | −379−3.8% | Reduced |
| Ullmann Financial Group, Inc. | 9,674 | $1.94M | 0.29% | +309+3.3% | Added |
| Sage Rhino Capital LLC | 9,692 | $1.94M | 0.46% | +27+0.3% | Added |
| Morris Financial Concepts, Inc. | 9,715 | $1.95M | 1.00% | −224−2.3% | Reduced |
| Cape Ann Savings Bank | 9,735 | $1.95M | 1.22% | −394−3.9% | Reduced |
| Diversified, LLC | 9,738 | $1.95M | 0.27% | +666+7.3% | Added |
| Navellier & Associates Inc | 9,740 | $1.95M | 0.24% | 00.0% | Unchanged |
| Ramsay, Stattman, Vela & Price, Inc. | 9,741 | $1.95M | 0.37% | 00.0% | Unchanged |
| Sky Investment Group LLC | 9,742 | $1.95M | 0.38% | −628−6.1% | Reduced |
| Apexium Financial, LP | 9,744 | $1.95M | 0.15% | −4,657−32.3% | Reduced |
| Strait & Sound Wealth Management LLC | 9,994 | $1.95M | 1.09% | −20.0% | Reduced |
| Ironwood Investment Management LLC | 9,754 | $1.95M | 0.95% | +2,416+32.9% | Added |
| Mosaic Financial Group, LLC | 9,766 | $1.96M | 1.57% | +9,766 | New |