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 |
|---|---|---|---|---|---|
| Total Clarity Wealth Management, Inc. | 11,041 | $2.21M | 0.77% | +1,773+19.1% | Added |
| Emprise Bank | 11,048 | $2.21M | 1.49% | +11,048 | New |
| Keudell/Morrison Wealth Management | 11,070 | $2.22M | 0.67% | −129−1.2% | Reduced |
| Canopy Partners, LLC | 11,074 | $2.22M | 1.08% | −9,496−46.2% | Reduced |
| Park Edge Advisors, LLC | 11,075 | $2.22M | 0.62% | −74−0.7% | Reduced |
| Blue Square Asset Management, LLC | 11,096 | $2.22M | 1.47% | −567−4.9% | Reduced |
| Zhang Financial LLC | 11,097 | $2.22M | 0.16% | +362+3.4% | Added |
| Harmony Asset Management LLC | 11,107 | $2.22M | 0.92% | −1,138−9.3% | Reduced |
| Cacti Asset Management LLC | 11,110 | $2.23M | 0.18% | 00.0% | Unchanged |
| Northern Financial Advisors Inc | 11,138 | $2.23M | 1.74% | +16+0.1% | Added |
| Chesapeake Wealth Management | 11,140 | $2.23M | 0.81% | −289−2.5% | Reduced |
| Pinnacle Wealth Management Group, Inc. | 11,144 | $2.23M | 1.66% | −132−1.2% | Reduced |
| Arcataur Capital Management LLC | 11,151 | $2.23M | 0.80% | +5,749+106.4% | Added |
| Birinyi Associates Inc | 11,157 | $2.23M | 0.73% | −98−0.9% | Reduced |
| Wolff Wiese Magana LLC | 11,166 | $2.24M | 1.93% | −1,077−8.8% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 11,174 | $2.24M | 0.04% | +1,801+19.2% | Added |
| Auxano Advisors, LLC | 11,194 | $2.24M | 0.65% | −322−2.8% | Reduced |
| Empirical Asset Management, LLC | 17,614 | $2.24M | 1.08% | +16,190+1,136.9% | Added |
| Wealth Management Partners, LLC | 11,198 | $2.24M | 1.14% | −282−2.5% | Reduced |
| Summit Financial Strategies, Inc. | 11,220 | $2.25M | 0.31% | −50−0.4% | Reduced |
| Kidder Stephen W | 11,222 | $2.25M | 0.72% | −70−0.6% | Reduced |
| My Legacy Advisors, LLC | 11,226 | $2.25M | 0.75% | +249+2.3% | Added |
| A. D. Beadell Investment Counsel, Inc. | 11,239 | $2.25M | 1.97% | −365−3.1% | Reduced |
| 626 Financial, LLC | 11,240 | $2.25M | 1.36% | −264−2.3% | Reduced |
| PYA Waltman Capital, LLC | 11,251 | $2.25M | 0.84% | +178+1.6% | Added |
| Money Concepts Capital Corp | 11,271 | $2.26M | 0.21% | +169+1.5% | Added |
| St. Johns Investment Management Company, LLC | 11,300 | $2.26M | 1.09% | +165+1.5% | Added |
| BlackDiamond Wealth Management Inc. | 11,310 | $2.27M | 1.61% | −38−0.3% | Reduced |
| Castle Rock Wealth Management, LLC | 11,808 | $2.27M | 0.62% | +67+0.6% | Added |
| Carson Advisory Inc. | 11,338 | $2.27M | 1.60% | +52+0.5% | Added |
| Revolve Wealth Partners, LLC | 11,354 | $2.27M | 0.39% | +208+1.9% | Added |
| American Investment Services, Inc. | 11,365 | $2.28M | 0.40% | +603+5.6% | Added |
| Meadow Creek Wealth Advisors LLC | 11,384 | $2.28M | 1.59% | +1,109+10.8% | Added |
| Ambassador Advisors, LLC | 11,393 | $2.28M | 0.41% | +3,637+46.9% | Added |
| New Millennium Group LLC | 11,401 | $2.28M | 1.72% | +2,309+25.4% | Added |
| Windsor Capital Management, LLC | 11,405 | $2.28M | 0.71% | −139−1.2% | Reduced |
| Tradition Wealth Management, LLC | 11,407 | $2.28M | 0.23% | +755+7.1% | Added |
| Trillium Asset Management, LLC | 11,425 | $2.29M | 0.06% | −159−1.4% | Reduced |
| Bigelow Investment Advisors, LLC | 11,436 | $2.29M | 1.13% | +1,312+13.0% | Added |
| Camarda Financial Advisors, LLC | 11,454 | $2.29M | 0.93% | −261−2.2% | Reduced |
| WealthBridge Capital Management, LLC | 11,463 | $2.30M | 0.77% | +58+0.5% | Added |
| Optas, LLC | 11,476 | $2.30M | 0.63% | +84+0.7% | Added |
| Evergreen Wealth Management, LLC | 11,488 | $2.30M | 1.56% | 00.0% | Unchanged |
| Gilbert & Cook, Inc. | 11,491 | $2.30M | 0.31% | +131+1.2% | Added |
| Peoples Bank | 11,504 | $2.30M | 1.28% | −36−0.3% | Reduced |
| Schrum Private Wealth Management LLC | 11,528 | $2.31M | 2.10% | +6,527+130.5% | Added |
| Fort Point Capital Partners LLC | 11,536 | $2.31M | 0.31% | −178−1.5% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 11,539 | $2.31M | 1.48% | −129−1.1% | Reduced |
| Biltmore Family Office, LLC | 11,542 | $2.31M | 0.46% | +492+4.5% | Added |
| Klingman & Associates, LLC | 11,553 | $2.31M | 0.16% | +184+1.6% | Added |
| Prosperitas Financial LLC | 11,574 | $2.32M | 1.49% | +1,273+12.4% | Added |
| Acorn Wealth Advisors, LLC | 11,579 | $2.32M | 1.21% | −229−1.9% | Reduced |
| Financial Insights, Inc. | 11,586 | $2.32M | 0.65% | +180+1.6% | Added |
| ASB Consultores, LLC | 11,588 | $2.32M | 0.60% | +7,512+184.3% | Added |
| Transamerica Financial Advisors, Inc. | 11,615 | $2.33M | 0.24% | −9,357−44.6% | Reduced |
| Weatherly Asset Management L. P. | 11,618 | $2.33M | 0.23% | −100−0.9% | Reduced |
| Waddell & Associates, LLC | 11,649 | $2.33M | 0.32% | +202+1.8% | Added |
| TBH Global Asset Management, LLC | 11,656 | $2.33M | 0.47% | +1,026+9.7% | Added |
| Stoneridge Investment Partners LLC | 11,667 | $2.34M | 0.89% | −1,918−14.1% | Reduced |
| Eudaimonia Advisors LLC | 11,671 | $2.34M | 1.24% | +1,733+17.4% | Added |
| Eagle Strategies LLC | 11,714 | $2.35M | 0.52% | +6,204+112.6% | Added |
| MBA Advisors LLC | 11,742 | $2.35M | 1.22% | −85−0.7% | Reduced |
| Notis-McConarty Edward | 11,767 | $2.36M | 0.93% | −1,050−8.2% | Reduced |
| Financial Advisors, LLC | 11,831 | $2.37M | 0.49% | −315−2.6% | Reduced |
| MRP Capital Investments, LLC | 11,838 | $2.37M | 2.38% | +77+0.7% | Added |
| Angeles Wealth Management, LLC | 11,855 | $2.37M | 0.24% | +1,306+12.4% | Added |
| Aldebaran Capital, LLC | 11,907 | $2.38M | 2.27% | 00.0% | Unchanged |
| Sonata Capital Group Inc | 11,946 | $2.39M | 1.09% | +450+3.9% | Added |
| Marietta Investment Partners LLC | 11,963 | $2.40M | 0.52% | −20−0.2% | Reduced |
| DAGCO, Inc. | 11,972 | $2.40M | 1.09% | +10,000+507.1% | Added |
| Ulysses Management LLC | 12,000 | $2.40M | 0.52% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 12,001 | $2.40M | 0.11% | +2,596+27.6% | Added |
| Zions Bancorporation, N.A. | 12,004 | $2.40M | 0.18% | +3,888+47.9% | Added |
| First Financial Corp | 12,012 | $2.41M | 1.22% | −276−2.2% | Reduced |
| Insight Wealth Strategies, LLC | 12,032 | $2.41M | 0.35% | −2,008−14.3% | Reduced |
| One Charles Private Wealth Services, LLC | 12,052 | $2.41M | 1.05% | +260+2.2% | Added |
| Blodgett Wealth Advisors, LLC | 12,055 | $2.41M | 2.19% | +374+3.2% | Added |
| Lindenwold Advisors | 12,108 | $2.43M | 1.30% | −200−1.6% | Reduced |
| Redhawk Wealth Advisors, Inc. | 12,118 | $2.43M | 0.40% | −232−1.9% | Reduced |
| Schonfeld Strategic Advisors LLC | 12,135 | $2.43M | 0.02% | −30,136−71.3% | Reduced |
| Integral Investment Advisors, Inc. | 12,192 | $2.43M | 1.01% | +7,128+140.8% | Added |
| Birchbrook, Inc. | 12,147 | $2.43M | 1.45% | −1,195−9.0% | Reduced |
| Kesler, Norman & Wride, LLC | 12,165 | $2.44M | 0.52% | +9,463+350.2% | Added |
| MCF Advisors LLC | 12,199 | $2.44M | 0.19% | −9,417−43.6% | Reduced |
| Aristotle Capital Management, LLC | 12,211 | $2.45M | 0.00% | −923−7.0% | Reduced |
| Front Row Advisors LLC | 12,246 | $2.45M | 0.91% | +3,789+44.8% | Added |
| Washington Capital Management Inc | 12,270 | $2.46M | 1.99% | −575−4.5% | Reduced |
| FDx Advisors, Inc. | 12,312 | $2.47M | 0.37% | −3,567−22.5% | Reduced |
| South Street Advisors LLC | 12,317 | $2.47M | 0.39% | 00.0% | Unchanged |
| Commonwealth Financial Services, LLC | 14,510 | $2.47M | 0.58% | 00.0% | Unchanged |
| Sierra Summit Advisors LLC | 12,352 | $2.47M | 0.67% | +288+2.4% | Added |
| KPP Advisory Services LLC | 12,372 | $2.48M | 0.68% | +283+2.3% | Added |
| FinTrust Capital Advisors, LLC | 12,386 | $2.48M | 0.48% | −93−0.7% | Reduced |
| HF Advisory Group, LLC | 12,391 | $2.48M | 1.39% | +937+8.2% | Added |
| Quent Capital, LLC | 12,447 | $2.49M | 0.29% | +1,739+16.2% | Added |
| Donald L. Hagan, LLC | 12,448 | $2.49M | 1.32% | −169−1.3% | Reduced |
| Eagle Bluffs Wealth Management LLC | 12,461 | $2.50M | 1.55% | +41+0.3% | Added |
| Monument Capital Management | 12,464 | $2.50M | 0.72% | +2,136+20.7% | Added |
| Falcon Wealth Planning | 12,470 | $2.50M | 0.40% | −443−3.4% | Reduced |
| Balentine LLC | 12,473 | $2.50M | 0.07% | +662+5.6% | Added |