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; 5,157 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 | 5,157 | $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 |
|---|---|---|---|---|---|
| Cypress Point Wealth Management, LLC | 1,136 | $227.5K | 0.12% | +1,136 | New |
| AAFCPAs Wealth Management, LLC | 1,138 | $227.9K | 0.13% | −172−13.1% | Reduced |
| Philip James Wealth Mangement, LLC | 1,140 | $228.4K | 0.16% | +1,140 | New |
| Prospect Hill Management, LLC | 1,150 | $230.3K | 0.15% | +1,150 | New |
| ESL Trust Services, LLC | 1,150 | $230.3K | 0.06% | +1,150 | New |
| Geometric Wealth Advisors | 1,153 | $230.9K | 0.05% | +1,153 | New |
| Leeward Financial Partners, LLC | 1,156 | $231.5K | 0.10% | +1,156 | New |
| Advisory Resource Group | 1,157 | $231.7K | 0.05% | +1,157 | New |
| MTM Financial Group, LLC | 1,157 | $231.7K | 0.15% | +1,157 | New |
| AIFG Consultants Ltd. | 1,160 | $232.3K | 0.17% | +1,160 | New |
| Family Wealth Group, LLC | 1,162 | $232.8K | 0.25% | +1,162 | New |
| Auxier Asset Management | 1,163 | $232.9K | 0.04% | +1,163 | New |
| CCG Wealth Management, LLC | 1,167 | $233.8K | 0.14% | +1,167 | New |
| CBIZ Investment Advisory Services, LLC | 1,169 | $234.1K | 0.02% | +1,169 | New |
| Quest Investment Management LLC | 1,170 | $234.4K | 0.03% | +1,170 | New |
| Raffa Wealth Management, LLC | 1,170 | $234.4K | 0.07% | −6−0.5% | Reduced |
| WorthPointe, LLC | 1,171 | $234.6K | 0.12% | −868−42.6% | Reduced |
| Ogorek Anthony Joseph | 1,175 | $235.0K | 0.08% | 00.0% | Unchanged |
| Rooted Wealth Advisors, Inc. | 1,180 | $235.0K | 0.12% | +1,180 | New |
| Outlook Wealth Advisors, LLC | 1,178 | $235.9K | 0.07% | +1,178 | New |
| Intrepid Capital Management Inc | 1,178 | $236.0K | 0.15% | 00.0% | Unchanged |
| Sentinel Pension Advisors Inc | 1,184 | $237.2K | 0.05% | +1+0.1% | Added |
| Muirfield Wealth Advisors LLC | 1,188 | $238.0K | 0.23% | +1,188 | New |
| BCM Advisors, LLC | 1,235 | $238.5K | 0.06% | +1,235 | New |
| SMART Wealth LLC | 1,191 | $238.6K | 0.11% | 00.0% | Unchanged |
| Significant Wealth Partners LLC | 1,196 | $239.6K | 0.16% | −228−16.0% | Reduced |
| Valued Retirements, Inc. | 1,196 | $239.6K | 0.38% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 1,326 | $239.7K | 0.05% | +1,326 | New |
| Envoi LLC | 1,201 | $240.6K | 0.57% | +1,201 | New |
| Redwood Financial Network Corp | 1,203 | $241.0K | 0.21% | −85−6.6% | Reduced |
| Prairiewood Capital, LLC | 1,207 | $241.8K | 0.11% | +20+1.7% | Added |
| Kingdom Financial Group LLC. | 1,209 | $242.2K | 0.17% | −2,482−67.2% | Reduced |
| Paradigm, Strategies in Wealth Management, LLC | 1,211 | $242.5K | 0.15% | +2+0.2% | Added |
| ORG Partners LLC | 1,218 | $242.5K | 0.46% | −13,800−91.9% | Reduced |
| Crane Advisory, LLC | 1,240 | $242.6K | 0.05% | 00.0% | Unchanged |
| First Wilshire Securities Management Inc | 1,215 | $243.0K | 0.07% | −159−11.6% | Reduced |
| WFA Asset Management Corp | 1,216 | $243.6K | 0.13% | +412+51.2% | Added |
| Kuhn & Co Investment Counsel | 1,222 | $244.8K | 0.23% | 00.0% | Unchanged |
| Plotkin Financial Advisors, LLC | 1,228 | $246.0K | 0.16% | −36−2.8% | Reduced |
| FMB Wealth Management | 1,228 | $246.1K | 0.20% | 00.0% | Unchanged |
| Clear Point Advisors Inc. | 1,230 | $246.4K | 0.20% | −14−1.1% | Reduced |
| Flaharty Asset Management, LLC | 1,232 | $246.8K | 0.04% | +34+2.8% | Added |
| Versant Capital Management, Inc | 1,233 | $247.0K | 0.07% | −739−37.5% | Reduced |
| Epic Trust Investment Advisors, LLC | 1,234 | $247.2K | 0.30% | +1,234 | New |
| Hubbell Strickland Wealth Management, LLC | 1,237 | $247.8K | 0.13% | −9−0.7% | Reduced |
| G2 Capital Management, LLC | 1,246 | $249.6K | 0.08% | 00.0% | Unchanged |
| WPWealth LLP | 1,251 | $250.5K | 0.06% | +1,251 | New |
| 4J Wealth Management LLC | 1,252 | $250.9K | 0.22% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 1,258 | $252.0K | 0.08% | −52−4.0% | Reduced |
| Horizon Investment Services, LLC | 1,260 | $252.5K | 0.12% | −11−0.9% | Reduced |
| Prentiss Smith & Co Inc | 1,269 | $254.2K | 0.18% | 00.0% | Unchanged |
| West Wealth Group, LLC | 1,276 | $255.7K | 0.09% | +4+0.3% | Added |
| Avion Wealth | 1,276 | $256.0K | 0.07% | +90+7.6% | Added |
| Scott Capital Advisors, LLC | 1,302 | $256.6K | 0.08% | +23+1.8% | Added |
| Dodds Wealth, LLC | 1,283 | $257.0K | 0.10% | +77+6.4% | Added |
| Tilson Financial Group, Inc. | 1,284 | $257.0K | 0.14% | −27−2.1% | Reduced |
| BlueCrest Capital Management Ltd | 1,285 | $257.4K | 0.06% | −13,063−91.0% | Reduced |
| FinDec Wealth Services, Inc. | 1,287 | $257.8K | 0.16% | +32+2.5% | Added |
| Analyst IMS Investment Management Services Ltd. | 1,289 | $258.0K | 0.01% | +1,289 | New |
| Eaton-Cambridge Inc. | 1,289 | $258.2K | 0.14% | −27−2.1% | Reduced |
| AJOVista, LLC | 1,291 | $258.6K | 0.70% | 00.0% | Unchanged |
| Truepoint, Inc. | 1,292 | $258.8K | 0.01% | −3,191−71.2% | Reduced |
| Aspect Partners, LLC | 1,292 | $258.8K | 0.20% | −41−3.1% | Reduced |
| Dentgroup LLC | 1,299 | $260.2K | 0.22% | +7+0.5% | Added |
| Park Circle Co | 1,300 | $260.4K | 0.24% | −5,500−80.9% | Reduced |
| Clearwater Capital Advisors, LLC | 1,300 | $260.4K | 0.03% | −82−5.9% | Reduced |
| Madrona Financial Services, LLC | 1,301 | $260.6K | 0.09% | +1,301 | New |
| Essential Planning, LLC. | 1,534 | $260.9K | 0.13% | 00.0% | Unchanged |
| Golden Road Advisors LLC | 1,304 | $261.2K | 0.22% | −55−4.0% | Reduced |
| Northwest Capital Management Inc | 1,304 | $261.2K | 0.08% | 00.0% | Unchanged |
| Manatuck Hill Partners, LLC | 1,305 | $261.4K | 0.11% | +1,305 | New |
| Valtinson Bruner Financial Planning LLC | 1,308 | $262.0K | 0.11% | +1+0.1% | Added |
| Arrowroot Family Office, LLC | 1,309 | $262.2K | 0.17% | −31−2.3% | Reduced |
| Coyle Financial Counsel LLC | 1,309 | $262.3K | 0.09% | +73+5.9% | Added |
| Joseph P. Lucia & Associates, LLC | 1,310 | $262.4K | 0.14% | +38+3.0% | Added |
| Sterling Manor Financial, LLC | 1,316 | $263.6K | 0.20% | +1,316 | New |
| Gladius Capital Management LP | 1,324 | $265.2K | 0.26% | +1,324 | New |
| Fortress Wealth Management, Inc. | 1,330 | $266.4K | 0.14% | 00.0% | Unchanged |
| Cadent Capital Advisors, LLC | 1,334 | $267.2K | 0.11% | +3+0.2% | Added |
| Sonoma Private Wealth LLC | 1,336 | $267.6K | 0.43% | −264−16.5% | Reduced |
| Corbyn Investment Management Inc | 1,336 | $267.6K | 0.12% | −13−1.0% | Reduced |
| Lifestyle Asset Management, Inc. | 1,337 | $267.8K | 0.16% | −265−16.5% | Reduced |
| Edmp, Inc. | 1,337 | $267.8K | 0.22% | +36+2.8% | Added |
| Cascade Wealth Advisors, Inc | 1,468 | $268.3K | 0.23% | +1,468 | New |
| Creekmur Asset Management LLC | 1,349 | $270.1K | 0.09% | +161+13.6% | Added |
| Hill Island Financial LLC | 1,354 | $271.1K | 0.09% | −372−21.6% | Reduced |
| KWMG, LLC | 1,354 | $271.2K | 0.03% | −59−4.2% | Reduced |
| Kennedy Capital Management, Inc. | 1,354 | $271.2K | 0.01% | +4+0.3% | Added |
| Hanover Advisors Inc | 1,355 | $271.4K | 0.11% | +163+13.7% | Added |
| Western Pacific Wealth Management, LP | 1,357 | $271.7K | 0.20% | +1+0.1% | Added |
| Adamsbrown Wealth Consultants LLC | 1,357 | $271.8K | 0.11% | +52+4.0% | Added |
| Baker Boyer National Bank | 1,360 | $272.4K | 0.09% | +150+12.4% | Added |
| Riverwater Partners LLC | 1,362 | $272.8K | 0.20% | +1,362 | New |
| Ascension Capital Advisors, Inc. | 1,363 | $273.0K | 0.15% | 00.0% | Unchanged |
| Keystone Financial Planning, Inc. | 1,365 | $273.4K | 0.09% | −1−0.1% | Reduced |
| Flower City Capital | 1,365 | $273.4K | 0.18% | −93−6.4% | Reduced |
| Asset Allocation Strategies LLC | 1,366 | $273.5K | 0.10% | +53+4.0% | Added |
| Safeguard Financial, LLC | 1,373 | $275.0K | 0.09% | −772−36.0% | Reduced |
| Values Added Financial LLC | 1,373 | $275.0K | 0.21% | 00.0% | Unchanged |
| Avondale Wealth Management | 1,375 | $275.4K | 0.19% | −250−15.4% | Reduced |