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; 5,156 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
- 1,623 more added
- Sold out
- 83
- 1,862 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 | 5,156 | $643.7B |
| Q1 2026 | 5,102 | $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 | 4,679 | $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 | 3,711 | $297.0B |
| Q2 2023 | 3,672 | $297.6B |
| Q1 2023 | 3,612 | $266.3B |
| Q4 2022 | 3,629 | $278.3B |
| Q3 2022 | 3,396 | $212.9B |
| Q2 2022 | 3,428 | $229.3B |
| Q1 2022 | 3,519 | $278.9B |
| Q4 2021 | 3,594 | $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 |
|---|---|---|---|---|---|
| Rakuten Securities, Inc. | 727 | $145.6K | 0.06% | +466+178.5% | Added |
| MidAtlantic Capital Management, Inc. | 730 | $146.2K | 0.13% | −46−5.9% | Reduced |
| Black Cypress Capital Management, LLC | 735 | $147.4K | 0.14% | +735 | New |
| Valued Wealth Advisors LLC | 763 | $152.8K | 0.11% | +274+56.0% | Added |
| Pingora Partners LLC | 765 | $153.2K | 0.11% | +765 | New |
| Financial Synergies Wealth Advisors, Inc. | 787 | $157.6K | 0.02% | +439+126.1% | Added |
| Advantage Trust Co | 790 | $158.2K | 0.12% | 00.0% | Unchanged |
| Sander Capital Advisors Inc | 800 | $160.0K | 0.08% | +20+2.6% | Added |
| Financial Avengers, Inc. | 821 | $163.4K | 0.09% | +68+9.0% | Added |
| TD Capital Management LLC | 827 | $165.6K | 0.02% | +50+6.4% | Added |
| Paloma Partners Management Co | 827 | $165.6K | 0.02% | −8,994−91.6% | Reduced |
| Macroview Investment Management LLC | 842 | $168.6K | 0.19% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 895 | $171.0K | 0.12% | −99−10.0% | Reduced |
| Scarborough Advisors, LLC | 880 | $176.2K | 0.08% | −16−1.8% | Reduced |
| Fairman Group, LLC | 899 | $180.1K | 0.17% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 957 | $182.3K | 0.06% | −27−2.7% | Reduced |
| Headlands Technologies LLC | 939 | $188.1K | 0.05% | +766+442.8% | Added |
| Virtus Investment Advisers, Inc. | 940 | $188.3K | 0.13% | −100−9.6% | Reduced |
| FWL Investment Management, LLC | 949 | $190.1K | 0.10% | +130+15.9% | Added |
| Timber Creek Capital Management LLC | 950 | $190.3K | 0.06% | 00.0% | Unchanged |
| AlphaCentric Advisors LLC | 969 | $194.1K | 0.12% | −127−11.6% | Reduced |
| WealthCollab, LLC | 969 | $194.1K | 0.14% | +380+64.5% | Added |
| Stonebridge Capital Management Inc | 1,000 | $200.0K | 0.09% | +1,000 | New |
| Garrison Bradford & Associates Inc | 1,000 | $200.0K | 0.21% | +1,000 | New |
| BOCHK Asset Management Ltd | 1,000 | $200.3K | 0.07% | 00.0% | Unchanged |
| Brandywine Trust Co | 1,000 | $200.3K | 0.03% | +1,000 | New |
| StoneCrest Wealth Management, Inc. | 1,000 | $200.3K | 0.17% | +1,000 | New |
| Triton Wealth Management, PLLC | 1,047 | $200.4K | 0.14% | +1,047 | New |
| PrairieView Partners, LLC | 1,000 | $201.0K | 0.02% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 1,006 | $201.5K | 0.15% | +18+1.8% | Added |
| Lavaca Capital LLC | 1,007 | $201.7K | 0.12% | +1,007 | New |
| Pring Turner Capital Group Inc | 1,008 | $201.9K | 0.15% | +1,008 | New |
| Standard Family Office LLC | 1,011 | $202.5K | 0.27% | +1,011 | New |
| MAS Advisors LLC | 1,011 | $202.6K | 0.23% | +1,011 | New |
| Clark Asset Management, LLC | 1,013 | $202.9K | 0.06% | +1,013 | New |
| IAG Wealth Partners, LLC | 1,015 | $203.3K | 0.04% | −15−1.5% | Reduced |
| City Center Advisors, LLC | 1,019 | $204.1K | 0.24% | +1,019 | New |
| Fernwood Investment Management, LLC | 1,021 | $204.5K | 0.06% | +1,021 | New |
| Ratio Wealth Group | 1,025 | $205.3K | 0.04% | +1,025 | New |
| Private Advisory Group LLC | 1,038 | $207.9K | 0.03% | +1,038 | New |
| DGS Capital Management, LLC | 1,038 | $207.9K | 0.06% | +1,038 | New |
| O'Brien Wealth Partners LLC | 1,039 | $208.0K | 0.05% | −127−10.9% | Reduced |
| DDD Partners, LLC | 1,040 | $208.3K | 0.03% | +1,040 | New |
| O'Connor Financial Group LLC | 1,042 | $208.7K | 0.12% | +1,042 | New |
| SWP Financial LLC | 1,042 | $208.7K | 0.15% | +1,042 | New |
| Newton One Investments LLC | 1,047 | $209.7K | 0.09% | +6+0.6% | Added |
| 25 LLC | 1,047 | $209.8K | 0.10% | +1,047 | New |
| Hilltop Wealth Advisors, LLC | 1,048 | $210.0K | 0.11% | +1,048 | New |
| Instrumental Wealth, LLC | 1,054 | $210.3K | 0.09% | +1,054 | New |
| EWG Elevate Inc. | 1,051 | $210.5K | 0.08% | +1,051 | New |
| Rappaport Reiches Capital Management, LLC | 1,053 | $210.9K | 0.07% | +1,053 | New |
| Comprehensive Financial Management LLC | 1,053 | $210.9K | 0.01% | +1,053 | New |
| Orgel Wealth Management, LLC | 1,055 | $211.3K | 0.01% | −564−34.8% | Reduced |
| Keebeck Alpha, LP | 1,057 | $211.7K | 0.14% | +1,057 | New |
| McClarren Financial Advisors, Inc. | 1,058 | $212.0K | 0.15% | +4+0.4% | Added |
| Capital Wealth Alliance, LLC | 1,059 | $212.1K | 0.13% | +1,059 | New |
| Innova Wealth Partners | 1,060 | $212.3K | 0.16% | +1,060 | New |
| Lesa Sroufe & Co | 1,061 | $213.0K | 0.20% | +1,061 | New |
| Parkside Advisors LLC | 1,064 | $213.1K | 0.05% | +1,064 | New |
| Capasso Planning Partners LLC | 1,064 | $213.2K | 0.09% | +1,064 | New |
| Satovsky Asset Management LLC | 1,157 | $213.3K | 0.06% | −42−3.5% | Reduced |
| Capstone Wealth Management Group, LLC | 1,065 | $213.3K | 0.15% | +1,065 | New |
| Greenspring Advisors, LLC | 1,065 | $213.3K | 0.05% | +1,065 | New |
| Templeton & Phillips Capital Management, LLC | 1,065 | $213.3K | 0.20% | +1,065 | New |
| Epiq Partners, LLC | 1,068 | $213.9K | 0.14% | +1,068 | New |
| Tradewinds Capital Management, LLC | 1,069 | $214.1K | 0.06% | −3−0.3% | Reduced |
| Annandale Capital, LLC | 1,075 | $215.0K | 0.05% | +1,075 | New |
| Penobscot Wealth Management | 1,072 | $215.0K | 0.14% | +1,072 | New |
| Life Planning Partners, Inc | 1,077 | $215.7K | 0.21% | +10+0.9% | Added |
| Burns Matteson Capital Management, LLC | 1,078 | $216.0K | 0.14% | +1,078 | New |
| Brand Asset Management Group, Inc. | 1,080 | $216.3K | 0.09% | +1,080 | New |
| Capstone Capital Wealth Advisors | 1,080 | $216.3K | 0.19% | +1,080 | New |
| Enzi Wealth | 1,183 | $216.4K | 0.10% | +1,183 | New |
| Strata Wealth Advisors, LLC | 1,083 | $216.9K | 0.08% | −96−8.1% | Reduced |
| Financial Network Wealth Advisors LLC | 1,084 | $217.1K | 0.22% | +1,084 | New |
| Renaissance Investment Group LLC | 1,085 | $217.3K | 0.05% | −270−19.9% | Reduced |
| Oak Ridge Investments LLC | 1,087 | $217.7K | 0.02% | −479−30.6% | Reduced |
| Blackston Financial Advisory Group, LLC | 1,088 | $217.9K | 0.14% | −1,272−53.9% | Reduced |
| Coho Partners, Ltd. | 1,088 | $217.9K | 0.01% | +1,088 | New |
| MA Private Wealth | 1,093 | $218.9K | 0.04% | +1,093 | New |
| Sharp Financial Services, LLC | 1,094 | $219.2K | 0.20% | +1,094 | New |
| Spectrum Investment Advisors, Inc. | 1,097 | $219.8K | 0.16% | +1,097 | New |
| Foguth Wealth Management, LLC. | 1,099 | $220.1K | 0.12% | +1,099 | New |
| PFS Partners, LLC | 1,102 | $220.8K | 0.15% | +2+0.2% | Added |
| FMFE Wealth Management, LLC | 1,110 | $222.3K | 0.20% | +1,110 | New |
| FOCUS Wealth Advisors, LLC | 1,111 | $222.5K | 0.12% | +1,111 | New |
| First Pacific Financial | 1,113 | $222.9K | 0.06% | −938−45.7% | Reduced |
| RE Dickinson Investment Advisors, LLC | 1,115 | $223.0K | 0.14% | 00.0% | Unchanged |
| Stonehearth Capital Management, LLC | 1,114 | $223.1K | 0.10% | +1,114 | New |
| Treasure Coast Financial Planning | 1,114 | $223.1K | 0.15% | +1,114 | New |
| Mendota Financial Group, LLC | 1,119 | $224.1K | 0.13% | −442−28.3% | Reduced |
| Afg Fiduciary Services Limited Partnership | 1,140 | $224.8K | 0.17% | −52−4.4% | Reduced |
| Rock Point Advisors, LLC | 1,124 | $225.1K | 0.07% | +1,124 | New |
| Stone House Investment Management, LLC | 1,127 | $225.7K | 0.05% | +971+622.4% | Added |
| Kelman-Lazarov, Inc. | 1,127 | $225.8K | 0.04% | +1,127 | New |
| Brogan Financial, Inc. | 1,129 | $226.1K | 0.15% | +1,129 | New |
| Heritage Wealth Management, Inc. | 1,132 | $226.8K | 0.23% | +27+2.4% | Added |
| Towerpoint Wealth, LLC | 1,133 | $226.9K | 0.11% | +1,133 | New |
| Caerus Investment Advisors, LLC | 1,133 | $226.9K | 0.22% | +1,133 | New |
| Eastover Investment Advisors LLC | 1,135 | $227.3K | 0.11% | +1,135 | New |