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
- 4,121
- +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
- 1,862 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 | 5,103 | $572.1B |
| Q4 2025 | 5,155 | $639.5B |
| Q3 2025 | 4,766 | $618.0B |
| Q2 2025 | 4,753 | $582.4B |
| Q1 2025 | 4,680 | $494.6B |
| Q4 2024 | 4,680 | $490.0B |
| Q3 2024 | 4,216 | $429.4B |
| Q2 2024 | 4,182 | $416.2B |
| Q1 2024 | 4,121 | $414.5B |
| Q4 2023 | 4,002 | $351.8B |
| Q3 2023 | 3,711 | $297.0B |
| Q2 2023 | 3,673 | $297.6B |
| Q1 2023 | 3,613 | $266.3B |
| Q4 2022 | 3,629 | $278.3B |
| Q3 2022 | 3,396 | $212.9B |
| Q2 2022 | 3,428 | $229.3B |
| Q1 2022 | 3,520 | $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 |
|---|---|---|---|---|---|
| Toth Financial Advisory Corp | 1,619 | $324.2K | 0.04% | +52+3.3% | Added |
| Woodward Financial Advisors, Inc. | 1,630 | $324.3K | 0.20% | +42+2.6% | Added |
| Shilanski & Associates, Inc. | 1,619 | $324.3K | 0.11% | −1,854−53.4% | Reduced |
| Matthew Goff Investment Advisor, LLC | 1,640 | $328.4K | 0.07% | 00.0% | Unchanged |
| MPS Loria Financial Planners, LLC | 1,648 | $330.1K | 0.11% | −87−5.0% | Reduced |
| Morling Financial Advisors, LLC | 1,648 | $330.1K | 0.19% | −15−0.9% | Reduced |
| Client 1st Advisory Group, LLC | 1,650 | $330.5K | 0.15% | 00.0% | Unchanged |
| Rebalance, LLC | 1,650 | $330.5K | 0.03% | 00.0% | Unchanged |
| Graham Capital Wealth Management, LLC | 1,650 | $330.5K | 0.56% | 00.0% | Unchanged |
| Hanlon Investment Management, Inc. | 1,650 | $330.5K | 0.10% | +412+33.3% | Added |
| CapitalatWork S.A. | – | $331.0K | 0.01% | – | – |
| Keener Financial Planning LLC | 1,652 | $331.0K | 0.23% | +145+9.6% | Added |
| David R. Rahn & Associates Inc. | 1,653 | $331.1K | 0.14% | +77+4.9% | Added |
| Capula Management Ltd | 1,654 | $331.3K | 0.01% | +1,654 | New |
| East Coast Asset Management, LLC. | 1,656 | $331.7K | 0.12% | 00.0% | Unchanged |
| Houlihan Financial Resource Group, Ltd. | 1,658 | $332.0K | 0.15% | −10−0.6% | Reduced |
| Mustard Seed Financial, LLC | 1,663 | $333.1K | 0.33% | 00.0% | Unchanged |
| Cannon Financial Strategists, Inc. | 1,663 | $333.1K | 0.07% | +218+15.1% | Added |
| Beaird Harris Wealth Management, LLC | 1,668 | $334.1K | 0.03% | +147+9.7% | Added |
| Disciplined Investments, LLC | 1,670 | $334.6K | 0.18% | −2,719−62.0% | Reduced |
| Sterling Financial Group, Inc. | 1,671 | $334.7K | 0.16% | +12+0.7% | Added |
| Red Lighthouse Investment Management, LLC | 1,674 | $335.3K | 0.13% | +16+1.0% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 1,690 | $336.2K | 0.20% | +91+5.7% | Added |
| Allegiance Financial Group Advisory Services LLC | 1,679 | $336.3K | 0.14% | −43−2.5% | Reduced |
| Baron Financial Group, LLC | 1,680 | $336.5K | 0.21% | −50−2.9% | Reduced |
| Delta Wealth Advisors LLC | 1,688 | $338.1K | 0.35% | +1,688 | New |
| Ade, LLC | 1,692 | $338.8K | 0.23% | 00.0% | Unchanged |
| Columbus Macro, LLC | 1,699 | $340.2K | 0.13% | −161−8.7% | Reduced |
| Oxinas Partners Wealth Management LLC | 1,712 | $342.9K | 0.22% | +4+0.2% | Added |
| USAdvisors Wealth Management, LLC | 1,721 | $343.0K | 0.13% | +175+11.3% | Added |
| Halter Ferguson Financial Inc. | 1,714 | $343.3K | 0.27% | −57−3.2% | Reduced |
| Ledgewood Wealth Advisors, LLC | 1,714 | $343.4K | 0.32% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 1,714 | $343.4K | 0.19% | −193−10.1% | Reduced |
| Clean Yield Group | 1,718 | $344.1K | 0.13% | −360−17.3% | Reduced |
| Gratus Wealth Advisors, LLC | 1,901 | $344.5K | 0.06% | +78+4.3% | Added |
| Breed's Hill Capital LLC | 1,721 | $344.7K | 0.32% | −209−10.8% | Reduced |
| Rockbridge Investment Management, LCC | 1,723 | $345.1K | 0.05% | 00.0% | Unchanged |
| Capital Counsel LLC | 1,724 | $345.3K | 0.02% | +440+34.3% | Added |
| Capital Planning LLC | 1,730 | $346.5K | 0.11% | 00.0% | Unchanged |
| Asset Management Group, Inc. | 1,735 | $347.5K | 0.07% | +29+1.7% | Added |
| North Ridge Wealth Advisors, Inc. | 1,736 | $347.7K | 0.27% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 1,738 | $348.1K | 0.19% | −1,363−44.0% | Reduced |
| Core Wealth Advisors, Inc. | 1,739 | $348.3K | 0.12% | +25+1.5% | Added |
| IronBridge Private Wealth, LLC | 1,740 | $348.4K | 0.14% | −54−3.0% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 1,740 | $348.5K | 0.19% | 00.0% | Unchanged |
| Monument Group Wealth Advisors, LLC | 1,743 | $349.1K | 0.26% | 00.0% | Unchanged |
| McCarthy & Cox | 1,744 | $349.3K | 0.13% | +1,744 | New |
| WESPAC Advisors, LLC | 1,745 | $349.5K | 0.20% | −158−8.3% | Reduced |
| Raymond James Trust Co. of NH | 1,746 | $349.7K | 3.48% | −97−5.3% | Reduced |
| Family Asset Management, LLC | 1,749 | $350.3K | 0.22% | +39+2.3% | Added |
| Brass Tax Wealth Management, Inc | 1,749 | $350.3K | 0.18% | +1,749 | New |
| Lakeside Advisors, INC. | 1,751 | $350.7K | 0.22% | +46+2.7% | Added |
| Von Berge Wealth Management Group, LLC | 1,753 | $351.1K | 0.23% | 00.0% | Unchanged |
| Emergent Wealth Advisors, LLC | 1,755 | $351.5K | 0.30% | −28−1.6% | Reduced |
| David J Yvars Group | 1,757 | $351.9K | 0.24% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 1,765 | $353.5K | 0.16% | −529−23.1% | Reduced |
| Tower Wealth Partners, Inc. | 1,767 | $353.9K | 0.23% | −700−28.4% | Reduced |
| Lewis Asset Management, LLC | 1,774 | $355.2K | 0.29% | +4+0.2% | Added |
| FSA Wealth Management LLC | 1,774 | $355.3K | 0.15% | −149−7.7% | Reduced |
| Argonautica Private Wealth Management, Inc | 1,774 | $355.3K | 0.13% | 00.0% | Unchanged |
| Widmann Financial Services, Inc. | 1,775 | $355.4K | 0.30% | 00.0% | Unchanged |
| Waller Financial Planning Group, Inc | 1,779 | $356.4K | 0.09% | −99−5.3% | Reduced |
| American Institute for Advanced Investment Management, LLP | 1,781 | $356.7K | 0.28% | +398+28.8% | Added |
| Detalus Advisors, LLC | 1,782 | $356.9K | 0.13% | +68+4.0% | Added |
| Traction Financial Partners, LLC | 1,797 | $357.2K | 0.28% | +11+0.6% | Added |
| Gimbal Financial | 1,784 | $357.3K | 0.29% | +10+0.6% | Added |
| Roble, Belko & Company, Inc | 1,786 | $358.0K | 0.06% | −556−23.7% | Reduced |
| Sage Financial Management Group, Inc. | 1,787 | $358.0K | 0.17% | 00.0% | Unchanged |
| Sage Capital Management, LLC | 1,788 | $358.1K | 0.19% | +8+0.4% | Added |
| Prepared Retirement Institute LLC | 1,791 | $358.7K | 0.27% | −2,024−53.1% | Reduced |
| Lipe & Dalton | 1,800 | $361.0K | 0.19% | +270+17.6% | Added |
| Cherry Creek Investment Advisors, Inc. | 1,805 | $361.6K | 0.20% | +11+0.6% | Added |
| Ameraudi Asset Management, Inc. | 1,816 | $363.7K | 0.17% | 00.0% | Unchanged |
| One Wealth Management Investment & Advisory Services, LLC | 1,818 | $364.1K | 0.15% | +43+2.4% | Added |
| Sanchez Wealth Management Group | 1,820 | $364.5K | 0.12% | +1+0.1% | Added |
| Crestone Asset Management LLC | 1,823 | $365.1K | 0.07% | −77−4.1% | Reduced |
| Flynn Zito Capital Management, LLC | 1,824 | $365.4K | 0.19% | +13+0.7% | Added |
| Chickasaw Capital Management LLC | 1,826 | $366.0K | 0.02% | +251+15.9% | Added |
| Smith Shellnut Wilson LLC | 1,832 | $366.9K | 0.19% | 00.0% | Unchanged |
| Axim Planning & Wealth | 1,833 | $367.1K | 0.30% | −1,824−49.9% | Reduced |
| Smith & Howard Wealth Management, LLC | 1,837 | $367.9K | 0.11% | −40−2.1% | Reduced |
| HFR Wealth Management, LLC | 1,845 | $369.6K | 0.09% | 00.0% | Unchanged |
| Websterrogers Financial Advisors, LLC | 1,846 | $369.9K | 0.13% | −290−13.6% | Reduced |
| Schiavi & Co LLC | 1,847 | $370.0K | 0.15% | 00.0% | Unchanged |
| MBE Wealth Management, LLC | 1,849 | $370.3K | 0.23% | +177+10.6% | Added |
| Defender Capital, LLC. | 1,849 | $370.4K | 0.13% | 00.0% | Unchanged |
| Litman Gregory Asset Management LLC | 1,856 | $371.8K | 0.03% | +1,856 | New |
| Atwater Malick LLC | 1,861 | $372.8K | 0.13% | +38+2.1% | Added |
| RWM Asset Management, LLC | 1,863 | $373.2K | 0.07% | −342−15.5% | Reduced |
| Two Sigma Securities, LLC | 1,865 | $373.6K | 0.02% | −9,599−83.7% | Reduced |
| Adams Wealth Management | 1,869 | $374.3K | 0.09% | 00.0% | Unchanged |
| Keeler & Nadler Financial Planning & Wealth Management | 1,873 | $375.1K | 0.23% | +669+55.6% | Added |
| Roth Financial Partners LLC | 1,877 | $376.0K | 0.17% | +9+0.5% | Added |
| Front Street Capital Management, Inc. | 1,878 | $376.0K | 0.07% | −16−0.8% | Reduced |
| Wallace Capital Management Inc. | 1,881 | $376.8K | 0.05% | +402+27.2% | Added |
| Jackson Thornton Asset Management, LLC | 1,882 | $377.0K | 0.06% | −2−0.1% | Reduced |
| Riverstone Advisors, LLC | 1,882 | $377.0K | 0.22% | +3+0.2% | Added |
| Redwood Wealth Management Group, LLC | 1,886 | $377.7K | 0.40% | −24−1.3% | Reduced |
| Denver Wealth Management, Inc. | 1,886 | $377.8K | 0.19% | +9+0.5% | Added |
| New Vernon Capital Holdings II LLC | 1,887 | $378.0K | 0.20% | +1,887 | New |