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 |
|---|---|---|---|---|---|
| May Barnhard Investments LLC | 1,375 | $275.4K | 0.14% | −1,227−47.2% | Reduced |
| White Lighthouse Investment Management Inc. | 1,378 | $276.0K | 0.06% | 00.0% | Unchanged |
| Quad-Cities Investment Group, LLC | 1,378 | $276.1K | 0.16% | −106−7.1% | Reduced |
| Bank Pictet & Cie (Asia) Ltd | 1,380 | $276.4K | 0.15% | 00.0% | Unchanged |
| Naples Money Management LLC | 1,380 | $276.5K | 0.28% | −13,500−90.7% | Reduced |
| Bensler, LLC | 1,382 | $276.9K | 0.04% | +116+9.2% | Added |
| Sicart Associates LLC | 1,385 | $277.4K | 0.10% | 00.0% | Unchanged |
| Yoder Wealth Management, Inc. | 1,387 | $277.8K | 0.18% | −170−10.9% | Reduced |
| PPS&V Asset Management Consultants, Inc. | 1,388 | $278.1K | 0.20% | +4+0.3% | Added |
| Rather & Kittrell, Inc. | 1,390 | $278.4K | 0.08% | +63+4.7% | Added |
| Mainsail Asset Management, LLC | 1,394 | $279.2K | 0.23% | 00.0% | Unchanged |
| Sterling Investment Management, Inc. | 1,398 | $280.0K | 0.20% | +68+5.1% | Added |
| Northern Capital Management, Inc. | 1,399 | $280.2K | 0.20% | +112+8.7% | Added |
| IMZ Advisory Inc | 1,402 | $280.9K | 0.14% | 00.0% | Unchanged |
| Elite Life Management LLC | 1,405 | $281.3K | 1.38% | +59+4.4% | Added |
| Paragon Capital Management LLC | 1,406 | $281.6K | 0.15% | −36−2.5% | Reduced |
| Annapolis Financial Services, LLC | 1,407 | $281.8K | 0.09% | −297−17.4% | Reduced |
| Verity Asset Management, Inc. | 1,409 | $282.3K | 0.16% | +1+0.1% | Added |
| NDVR, Inc. | 1,410 | $282.4K | 0.27% | +130+10.2% | Added |
| Lountzis Asset Management, LLC | 1,415 | $283.4K | 0.13% | 00.0% | Unchanged |
| Private Ocean, LLC | 1,423 | $285.0K | 0.03% | −23−1.6% | Reduced |
| Mizuho Markets Cayman LP | 1,468 | $285.4K | 0.18% | +1,468 | New |
| WCM Investment Management, LLC | 1,428 | $286.0K | 0.00% | −231−13.9% | Reduced |
| Gibson Capital, LLC | 1,432 | $286.8K | 0.06% | 00.0% | Unchanged |
| Nova R Wealth, Inc. | 1,437 | $287.7K | 0.15% | −120−7.7% | Reduced |
| Southern Capital Advisors, LLC | 1,437 | $287.7K | 0.17% | −1,148−44.4% | Reduced |
| Peterson Wealth Advisors, LLC | 1,438 | $288.1K | 0.06% | +7+0.5% | Added |
| Highlander Partners, L.P. | 1,500 | $288.2K | 0.20% | +1,500 | New |
| TNF LLC | 1,494 | $288.4K | 0.11% | −35−2.3% | Reduced |
| Clarus Wealth Advisors | 1,478 | $289.0K | 0.16% | −124−7.7% | Reduced |
| Blue Investment Partners LLC | 1,443 | $289.0K | 0.15% | +85+6.3% | Added |
| New England Professional Planning Group Inc. | 1,445 | $289.4K | 0.15% | −7−0.5% | Reduced |
| Dravo Bay LLC | 1,446 | $289.6K | 0.17% | −62−4.1% | Reduced |
| Abound Wealth Management | 1,448 | $290.1K | 0.11% | +184+14.6% | Added |
| Silverberg Bernstein Capital Management LLC | 1,449 | $290.2K | 0.28% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 1,449 | $290.2K | 0.11% | +6+0.4% | Added |
| Root Financial Partners, LLC | 1,450 | $290.5K | 0.09% | +1,450 | New |
| Basso Capital Management, L.P. | 1,451 | $290.6K | 0.27% | 00.0% | Unchanged |
| Lokken Investment Group LLC | 1,454 | $291.2K | 0.15% | −11−0.8% | Reduced |
| Balanced Wealth Group LLC | 1,476 | $291.4K | 0.13% | +12+0.8% | Added |
| Oceanside Advisors LLC | 1,460 | $292.4K | 0.24% | +1,460 | New |
| Wealthstar Advisors, LLC | 1,460 | $292.5K | 0.10% | +1,460 | New |
| Gill Capital Partners, LLC | 1,526 | $292.6K | 0.12% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 1,465 | $293.0K | 0.10% | 00.0% | Unchanged |
| ETF Store, Inc. | 1,463 | $293.0K | 0.17% | +247+20.3% | Added |
| Acas, LLC | 1,463 | $293.1K | 0.28% | −12−0.8% | Reduced |
| OMNI 360 Wealth, Inc. | 1,468 | $294.0K | 0.24% | −19−1.3% | Reduced |
| Cambridge Financial Group, LLC | 1,470 | $294.5K | 0.14% | −308−17.3% | Reduced |
| Halpern Financial, Inc. | 1,490 | $295.5K | 0.09% | 00.0% | Unchanged |
| Unio Capital LLC | 1,479 | $296.2K | 0.13% | −170−10.3% | Reduced |
| Family Investment Center, Inc. | 1,484 | $297.2K | 0.10% | 00.0% | Unchanged |
| Seed Wealth Management, Inc. | 1,496 | $297.6K | 0.28% | 00.0% | Unchanged |
| LFA - Lugano Financial Advisors SA | 1,490 | $298.4K | 0.22% | 00.0% | Unchanged |
| FFT Wealth Management LLC | 1,490 | $298.4K | 0.03% | +57+4.0% | Added |
| Maripau Wealth Management LLC | 1,498 | $300.1K | 0.23% | −113−7.0% | Reduced |
| Gouws Capital LLC | 1,500 | $300.4K | 0.23% | −70−4.5% | Reduced |
| Bourne Lent Asset Management Inc | 1,500 | $300.4K | 0.12% | 00.0% | Unchanged |
| Curtis Advisory Group, LLC | 1,500 | $300.4K | 0.12% | 00.0% | Unchanged |
| Rational Advisors LLC | 1,502 | $300.9K | 0.03% | −782−34.2% | Reduced |
| Garrett Wealth Advisory Group, LLC | 1,508 | $302.1K | 0.12% | +1+0.1% | Added |
| Barings LLC | 1,508 | $302.1K | 0.01% | +1,508 | New |
| Berkshire Money Management, Inc. | 1,510 | $302.5K | 0.04% | +1,510 | New |
| Sebold Capital Management, Inc. | 1,510 | $302.5K | 0.20% | +25+1.7% | Added |
| Trevian Wealth Management LLC | 1,511 | $303.0K | 0.21% | +9+0.6% | Added |
| Yeomans Consulting Group, Inc. | 1,519 | $304.3K | 0.13% | +30+2.0% | Added |
| RAM Investment Partners, LLC | 1,521 | $304.6K | 0.10% | +175+13.0% | Added |
| Power Wealth Management LLC | 1,521 | $304.7K | 0.19% | −115−7.0% | Reduced |
| Perissos Private Wealth Management, LLC | 1,525 | $305.4K | 0.28% | +1,525 | New |
| Boyd Wealth Management, LLC | 1,527 | $305.9K | 0.17% | 00.0% | Unchanged |
| Rain Capital Management, LLC | 1,533 | $307.1K | 0.21% | +55+3.7% | Added |
| USA Financial Portformulas Corp | 1,536 | $307.7K | 0.05% | −1,191−43.7% | Reduced |
| Continuum Wealth Advisors, LLC | 1,536 | $307.7K | 0.17% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 1,538 | $308.1K | 0.01% | +816+113.0% | Added |
| Ridgepath Capital Management LLC | 1,541 | $308.7K | 0.35% | −50−3.1% | Reduced |
| Seelaus Asset Management LLC | 1,544 | $309.3K | 0.31% | −1,555−50.2% | Reduced |
| Independent Wealth Network Inc. | 1,545 | $309.4K | 0.14% | +128+9.0% | Added |
| Gitterman Wealth Management, LLC | 1,547 | $309.9K | 0.12% | −666−30.1% | Reduced |
| Vista Private Wealth Partners. LLC | 1,578 | $310.5K | 0.12% | −225−12.5% | Reduced |
| Paragon Financial Partners, Inc. | 1,555 | $311.5K | 0.26% | +1+0.1% | Added |
| Capital Market Strategies LLC | 1,557 | $311.8K | 0.24% | +61+4.1% | Added |
| Lutz Financial Services LLC | 1,558 | $312.1K | 0.03% | −23−1.5% | Reduced |
| Wick Capital Partners, LLC | 1,561 | $312.6K | 0.30% | +156+11.1% | Added |
| Rockport Wealth LLC | 1,566 | $313.1K | 0.21% | +1,566 | New |
| Act Wealth Management, LLC | 1,570 | $314.5K | 0.16% | −603−27.7% | Reduced |
| Arcus Capital Partners, LLC | 1,571 | $314.7K | 0.10% | 00.0% | Unchanged |
| Able Wealth Management LLC | 1,573 | $315.2K | 0.27% | 00.0% | Unchanged |
| Shira Ridge Wealth Management | 1,588 | $318.0K | 0.18% | +18+1.1% | Added |
| Legacy Financial Group, Inc. | 1,589 | $318.3K | 0.13% | −185−10.4% | Reduced |
| Washburn Capital Management, Inc. | 1,590 | $318.5K | 0.24% | −128−7.5% | Reduced |
| KFG Wealth Management, LLC | 1,594 | $319.3K | 0.13% | +56+3.6% | Added |
| Kendall Capital Management | 1,596 | $319.7K | 0.11% | 00.0% | Unchanged |
| Private Capital Advisors, Inc. | 1,600 | $320.0K | 0.04% | 00.0% | Unchanged |
| Thrive Capital Management, LLC | 1,600 | $320.5K | 0.17% | −1,146−41.7% | Reduced |
| Bell Investment Advisors, Inc | 1,601 | $320.7K | 0.06% | −467−22.6% | Reduced |
| Manchester Financial Inc | 1,601 | $320.7K | 0.08% | −28−1.7% | Reduced |
| Saturna Capital CORP | 1,608 | $322.1K | 0.00% | 00.0% | Unchanged |
| Centennial Wealth Advisory LLC | 1,608 | $322.2K | 0.15% | +300+22.9% | Added |
| Flossbach Von Storch AG | 1,611 | $322.7K | 0.00% | +1,611 | New |
| Hirtle Callaghan & Co LLC | 1,614 | $323.3K | 0.01% | +1,614 | New |
| Redwood Investment Management, LLC | 1,616 | $324.0K | 0.03% | −7,040−81.3% | Reduced |