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 |
|---|---|---|---|---|---|
| Greater Midwest Financial Group, LLC | 9,772 | $1.96M | 1.23% | +421+4.5% | Added |
| Drive Wealth Management, LLC | 9,865 | $1.98M | 0.55% | −859−8.0% | Reduced |
| Crescent Grove Advisors, LLC | 9,872 | $1.98M | 0.21% | −132−1.3% | Reduced |
| AJ Advisors, LLC | 9,879 | $1.98M | 1.09% | −22−0.2% | Reduced |
| WR Wealth Planners, LLC | 9,884 | $1.98M | 0.62% | +216+2.2% | Added |
| Cypress Wealth Services, LLC | 9,894 | $1.98M | 0.46% | +167+1.7% | Added |
| Ignite Planners, LLC | 9,963 | $1.98M | 0.56% | −5,423−35.2% | Reduced |
| Iams Wealth Management, LLC | 10,790 | $1.99M | 1.22% | −899−7.7% | Reduced |
| Pinnacle Wealth Management, LLC | 9,934 | $1.99M | 2.07% | +9,934 | New |
| Global Trust Asset Management, LLC | 9,948 | $1.99M | 0.82% | −812−7.5% | Reduced |
| LRI Investments, LLC | 9,990 | $2.00M | 0.51% | +9,990 | New |
| Virtue Capital Management, LLC | 10,887 | $2.00M | 0.36% | +177+1.7% | Added |
| Kowal Investment Group, LLC | 9,996 | $2.00M | 0.43% | +411+4.3% | Added |
| Paulson Wealth Management Inc. | 10,000 | $2.00M | 0.59% | −95−0.9% | Reduced |
| Infrastructure Capital Advisors, LLC | 10,000 | $2.00M | 0.26% | +10,000 | New |
| MWA Asset Management | 10,008 | $2.00M | 1.45% | +451+4.7% | Added |
| Stanley-Laman Group, Ltd. | 10,017 | $2.01M | 0.28% | +20.0% | Added |
| LifeSteps Financial, Inc. | 10,021 | $2.01M | 1.51% | −219−2.1% | Reduced |
| Barrett & Company, Inc. | 10,024 | $2.01M | 0.95% | +3,623+56.6% | Added |
| Advisory Alpha, LLC | 10,040 | $2.01M | 0.08% | +367+3.8% | Added |
| CFO4Life Group, LLC | 10,041 | $2.01M | 0.36% | +922+10.1% | Added |
| Aldebaran Financial Inc. | 10,075 | $2.02M | 3.01% | −160−1.6% | Reduced |
| Matrix Trust Co | 10,078 | $2.02M | 0.46% | +129+1.3% | Added |
| Keel Point, LLC | 10,110 | $2.02M | 0.21% | +327+3.3% | Added |
| Yarger Wealth Strategies, LLC | 10,113 | $2.03M | 1.38% | −1,336−11.7% | Reduced |
| Focused Wealth Management, Inc | 10,134 | $2.03M | 0.32% | +34+0.3% | Added |
| Quotient Wealth Partners, LLC | 10,141 | $2.03M | 0.07% | +2,170+27.2% | Added |
| Palumbo Wealth Management LLC | 10,162 | $2.04M | 0.91% | −81−0.8% | Reduced |
| Quest Partners LLC | 10,163 | $2.04M | 0.35% | +3,567+54.1% | Added |
| Matrix Private Capital Group LLC | 10,179 | $2.04M | 1.38% | −124−1.2% | Reduced |
| Highview Capital Management LLC | 10,188 | $2.04M | 0.92% | −1,250−10.9% | Reduced |
| CRA Financial Services, LLC | 10,203 | $2.04M | 0.44% | +82+0.8% | Added |
| Boothbay Fund Management, LLC | 10,222 | $2.05M | 0.06% | +8,074+375.9% | Added |
| Inspire Trust Co, N.A. | 10,253 | $2.05M | 1.15% | +3,668+55.7% | Added |
| Walkner Condon Financial Advisors LLC | 10,254 | $2.05M | 0.44% | +214+2.1% | Added |
| Leo Wealth, LLC | 10,315 | $2.06M | 0.21% | −453−4.2% | Reduced |
| Autumn Glory Partners, LLC | 10,287 | $2.06M | 1.01% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 10,298 | $2.06M | 0.54% | +1,549+17.7% | Added |
| Towercrest Capital Management | 10,304 | $2.06M | 0.35% | 00.0% | Unchanged |
| Corundum Group, Inc. | 10,309 | $2.06M | 1.00% | −644−5.9% | Reduced |
| Armstrong, Fleming & Moore, Inc | 10,315 | $2.07M | 1.43% | +120+1.2% | Added |
| Hunter Associates Investment Management LLC | 10,338 | $2.07M | 0.35% | −193−1.8% | Reduced |
| Aire Advisors, LLC | 10,370 | $2.08M | 0.47% | −92−0.9% | Reduced |
| Hilltop National Bank | 10,390 | $2.08M | 0.71% | +10,390 | New |
| CoreFirst Bank & Trust | 10,391 | $2.08M | 1.30% | −289−2.7% | Reduced |
| MBL Wealth, LLC | 10,398 | $2.08M | 0.24% | −1,035−9.1% | Reduced |
| Epacria Capital Partners, LLC | 10,400 | $2.08M | 1.51% | 00.0% | Unchanged |
| JNBA Financial Advisors | 10,403 | $2.08M | 0.22% | −359−3.3% | Reduced |
| Hollow Brook Wealth Management LLC | 10,420 | $2.09M | 0.77% | 00.0% | Unchanged |
| Applied Capital LLC | 10,445 | $2.09M | 1.70% | +225+2.2% | Added |
| Vantage Financial Partners Ltd., Inc. | 10,482 | $2.10M | 0.55% | −242−2.3% | Reduced |
| Capital Advisors, Ltd. LLC | 10,484 | $2.10M | 0.27% | +159+1.5% | Added |
| Fortress Wealth Group, LLC | 10,656 | $2.10M | 1.13% | +627+6.3% | Added |
| Raleigh Capital Management Inc. | 10,510 | $2.11M | 0.91% | +767+7.9% | Added |
| Altshuler Shaham Ltd | 10,513 | $2.11M | 0.08% | −2,287−17.9% | Reduced |
| Financial Management Professionals, Inc. | 10,545 | $2.11M | 0.31% | −176−1.6% | Reduced |
| CVA Family Office, LLC | 10,553 | $2.11M | 0.38% | +21+0.2% | Added |
| Purus Wealth Management, LLC | 10,555 | $2.11M | 1.04% | +1,836+21.1% | Added |
| Woodward Diversified Capital, LLC | 10,556 | $2.11M | 1.32% | +86+0.8% | Added |
| Okabena Investment Services Inc | 10,566 | $2.12M | 0.70% | −345−3.2% | Reduced |
| IMS Capital Management | 10,573 | $2.12M | 0.98% | −10−0.1% | Reduced |
| Weaver C. Barksdale & Associates, Inc. | 10,577 | $2.12M | 1.94% | −2,873−21.4% | Reduced |
| Trust Investment Advisors | 10,578 | $2.12M | 1.53% | −40−0.4% | Reduced |
| First Citizens Financial Corp | 10,584 | $2.12M | 1.26% | +28+0.3% | Added |
| Stableford Capital II LLC | 10,587 | $2.12M | 0.85% | −1,277−10.8% | Reduced |
| Wealth Architects, LLC | 10,601 | $2.12M | 0.28% | −531−4.8% | Reduced |
| Advisory Research Inc | 10,609 | $2.12M | 0.42% | −27−0.3% | Reduced |
| Vista Investment Partners LLC | 10,616 | $2.13M | 0.73% | +111+1.1% | Added |
| MGB Wealth Management, LLC | 10,646 | $2.13M | 0.87% | +547+5.4% | Added |
| Mendel Money Management | 10,646 | $2.13M | 0.99% | −175−1.6% | Reduced |
| Prentice Wealth Management LLC | 10,649 | $2.13M | 0.74% | +377+3.7% | Added |
| Godshalk Welsh Capital Management, Inc. | 10,650 | $2.13M | 1.44% | +75+0.7% | Added |
| Capital Management Associates | 10,671 | $2.14M | 2.55% | +5,769+117.7% | Added |
| HMS Capital Management, LLC | 10,677 | $2.14M | 1.18% | −554−4.9% | Reduced |
| CIC Wealth, LLC | 10,677 | $2.14M | 0.62% | −217−2.0% | Reduced |
| Elmwood Wealth Management, Inc. | 10,678 | $2.14M | 0.92% | +2,426+29.4% | Added |
| Lakeshore Financial Planning, Inc. | 10,788 | $2.16M | 1.09% | +6+0.1% | Added |
| Hazlett, Burt & Watson, Inc. | 10,803 | $2.16M | 1.30% | −191−1.7% | Reduced |
| JPL Wealth Management, LLC | 10,805 | $2.16M | 1.19% | +2,031+23.1% | Added |
| First National Bank of Hutchinson | 10,805 | $2.16M | 1.45% | +813+8.1% | Added |
| Portfolio Design Labs, LLC | 10,809 | $2.17M | 0.73% | −855−7.3% | Reduced |
| Farrow Financial Inc. | 10,827 | $2.17M | 1.52% | −2,173−16.7% | Reduced |
| London & Capital Asset Management Ltd | 10,882 | $2.18M | 0.17% | +623+6.1% | Added |
| Oder Investment Management, LLC | 10,884 | $2.18M | 2.03% | −1,047−8.8% | Reduced |
| Arbor Capital Management Inc | 11,343 | $2.18M | 2.07% | −2,483−18.0% | Reduced |
| Westmount Partners, LLC | 10,912 | $2.19M | 0.79% | −138−1.2% | Reduced |
| CKW Financial Group | 10,987 | $2.19M | 0.28% | −139−1.2% | Reduced |
| Vicus Capital | 10,931 | $2.19M | 0.20% | +1,437+15.1% | Added |
| Letson Investment Management, Inc. | 10,954 | $2.19M | 0.93% | +190+1.8% | Added |
| Leonteq Securities AG | 10,975 | $2.20M | 0.30% | +10,352+1,661.6% | Added |
| BHK Investment Advisors, LLC | 10,975 | $2.20M | 0.84% | +3,954+56.3% | Added |
| Norris Perne & French LLP | 10,979 | $2.20M | 0.16% | −40−0.4% | Reduced |
| Hemenway Trust Co LLC | 10,984 | $2.20M | 0.19% | +815+8.0% | Added |
| Ardent Capital Management, Inc. | 10,997 | $2.20M | 1.11% | −29,984−73.2% | Reduced |
| Roman Butler Fullerton & Co | 11,630 | $2.20M | 0.83% | −23−0.2% | Reduced |
| Princeton Capital Management LLC | 11,025 | $2.21M | 0.80% | −339−3.0% | Reduced |
| Aft, Forsyth & Company, Inc. | 11,025 | $2.21M | 1.26% | −795−6.7% | Reduced |
| BSW Wealth Partners | 11,033 | $2.21M | 0.37% | −152−1.4% | Reduced |
| Mainstay Capital Management LLC | 11,033 | $2.21M | 0.42% | 00.0% | Unchanged |
| Diligent Investors, LLC | 11,041 | $2.21M | 0.55% | −163−1.5% | Reduced |