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 |
|---|---|---|---|---|---|
| Vishria Bird Financial Group, LLC | 1,887 | $378.0K | 0.16% | −40−2.1% | Reduced |
| POM Investment Strategies, LLC | 1,890 | $378.6K | 0.31% | 00.0% | Unchanged |
| Northstar Advisory Group, LLC | 1,918 | $378.8K | 0.23% | 00.0% | Unchanged |
| Magnolia Wealth Management, LLC | 1,898 | $378.9K | 0.16% | +1,898 | New |
| Sage Capital Advisors,llc | 1,894 | $379.3K | 0.11% | +2+0.1% | Added |
| Provenance Wealth Advisors, LLC | 1,899 | $380.4K | 0.05% | +307+19.3% | Added |
| Hillsdale Investment Management Inc. | 1,900 | $380.6K | 0.03% | −280−12.8% | Reduced |
| BlueChip Wealth Advisors LLC | 1,902 | $380.9K | 0.25% | +1+0.1% | Added |
| Dynamic Wealth Strategies, LLC | 1,901 | $381.0K | 0.33% | −71−3.6% | Reduced |
| One Day In July LLC | 1,908 | $382.2K | 0.05% | −66−3.3% | Reduced |
| jvl associates llc | 1,911 | $382.8K | 0.16% | +715+59.8% | Added |
| Covestor Ltd | 1,914 | $383.0K | 0.24% | −183−8.7% | Reduced |
| Baskin Financial Services Inc. | 1,910 | $383.0K | 0.03% | +365+23.6% | Added |
| Insight Wealth Partners, LLC | 1,913 | $383.3K | 0.25% | +293+18.1% | Added |
| Capital Performance Advisors LLP | 1,917 | $384.0K | 0.15% | +170+9.7% | Added |
| DHJJ Financial Advisors, Ltd. | 1,917 | $384.1K | 0.17% | −9−0.5% | Reduced |
| Tarbox Family Office, Inc. | 1,926 | $385.8K | 0.07% | +229+13.5% | Added |
| Lazard Freres Gestion S.A.S. | 1,932 | $386.0K | 0.01% | +157+8.8% | Added |
| Signature Wealth Management Group | 2,080 | $386.5K | 0.18% | −23,648−91.9% | Reduced |
| Madison Park Capital Advisors, LLC | 1,931 | $386.9K | 0.34% | +41+2.2% | Added |
| Luken Investment Analytics, LLC | 1,932 | $387.0K | 0.20% | 00.0% | Unchanged |
| Etfidea, LLC | 1,937 | $388.0K | 0.13% | 00.0% | Unchanged |
| BCS Wealth Management | 1,936 | $388.0K | 0.12% | +2+0.1% | Added |
| Mma Asset Management LLC | 1,967 | $388.4K | 0.18% | −1−0.1% | Reduced |
| Copperleaf Capital, LLC | 1,946 | $389.8K | 0.34% | +338+21.0% | Added |
| Zevin Asset Management LLC | 1,949 | $390.0K | 0.06% | −355−15.4% | Reduced |
| LaSalle St. Investment Advisors, LLC | 2,089 | $390.0K | 0.22% | +2,089 | New |
| Somerville Kurt F | 1,949 | $390.4K | 0.07% | −345−15.0% | Reduced |
| Wealthspan Partners, LLC | 1,952 | $391.1K | 0.23% | 00.0% | Unchanged |
| Krane Funds Advisors LLC | 1,966 | $392.1K | 0.02% | −3,180−61.8% | Reduced |
| Kearns & Associates LLC | 1,960 | $392.6K | 0.30% | 00.0% | Unchanged |
| Strategic Financial Concepts, LLC | 1,962 | $393.1K | 0.09% | +1,962 | New |
| Clarkston Capital Partners, LLC | 1,966 | $393.8K | 0.01% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 1,967 | $394.0K | 0.31% | +200+11.3% | Added |
| Lansing Street Advisors | 1,970 | $394.5K | 0.18% | +1,970 | New |
| Ruedi Wealth Management, Inc. | 1,972 | $395.0K | 0.17% | +105+5.6% | Added |
| Horizon Family Wealth, Inc. | 1,973 | $395.1K | 0.30% | +4+0.2% | Added |
| Oxbow Advisors, LLC | 1,979 | $396.4K | 0.05% | +679+52.2% | Added |
| Compass Financial Group, INC | 1,982 | $397.0K | 0.09% | +5+0.3% | Added |
| Palo Alto Wealth Advisors, LLC | 1,983 | $397.2K | 0.28% | 00.0% | Unchanged |
| Prairie Wealth Advisors, Inc. | 1,987 | $397.9K | 0.19% | +1,987 | New |
| Acorn Financial Advisory Services Inc | 1,991 | $398.8K | 0.08% | −497−20.0% | Reduced |
| Kinloch Capital, LLC | 1,993 | $399.2K | 0.21% | +85+4.5% | Added |
| Kiely Wealth Advisory Group, Inc. | 2,063 | $399.9K | 0.23% | 00.0% | Unchanged |
| Facet Wealth, Inc. | 2,085 | $400.3K | 0.01% | −125−5.7% | Reduced |
| Tandem Wealth Advisors LLC | 2,000 | $400.6K | 0.22% | +120+6.4% | Added |
| Marotta Asset Management | 2,005 | $401.6K | 0.08% | −455−18.5% | Reduced |
| Sterling Financial Planning, Inc. | 2,006 | $401.8K | 0.16% | +700+53.6% | Added |
| TCP Asset Management, LLC | 2,009 | $402.4K | 0.11% | +65+3.3% | Added |
| Encompass Wealth Advisors, LLC | 2,012 | $402.9K | 0.11% | −29−1.4% | Reduced |
| JMG Financial Group, Ltd. | 2,015 | $403.6K | 0.02% | −300−13.0% | Reduced |
| Elwood & Goetz Wealth Advisory Group, LLC | 2,018 | $404.2K | 0.10% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 2,023 | $405.2K | 0.18% | −83−3.9% | Reduced |
| Axiom Financial Strategies, LLC | 2,024 | $405.4K | 0.26% | −76−3.6% | Reduced |
| W.H. Cornerstone Investments Inc. | 2,025 | $406.0K | 0.29% | +509+33.6% | Added |
| Beirne Wealth Consulting Services, LLC | 2,027 | $406.0K | 0.17% | −2,137−51.3% | Reduced |
| Syverson Strege & Co | 2,028 | $406.2K | 0.15% | +418+26.0% | Added |
| Vertex Planning Partners, LLC | 2,036 | $407.8K | 0.11% | −545−21.1% | Reduced |
| Arcadia Investment Management Corp | 2,038 | $408.2K | 0.07% | +16+0.8% | Added |
| Three Bridge Wealth Advisors, LLC | 2,040 | $408.6K | 0.16% | 00.0% | Unchanged |
| Francis Financial, Inc. | 2,042 | $409.0K | 0.13% | −344−14.4% | Reduced |
| Old North State Wealth Management, LLC | 2,045 | $410.2K | 0.27% | +210+11.4% | Added |
| Verus Financial Partners, Inc. | 2,049 | $410.5K | 0.05% | +10.0% | Added |
| Riversedge Advisors, LLC | 2,052 | $411.0K | 0.10% | +70+3.5% | Added |
| Triumph Capital Management | 2,067 | $411.1K | 0.17% | −1,627−44.0% | Reduced |
| Skyline Advisors, Inc. | 2,056 | $411.7K | 0.18% | +10.0% | Added |
| Rice Hall James & Associates, LLC | 2,058 | $412.2K | 0.02% | 00.0% | Unchanged |
| Conestoga Capital Advisors, LLC | 2,066 | $413.8K | 0.01% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 2,068 | $414.2K | 0.14% | +500+31.9% | Added |
| Sykon Capital LLC | 2,071 | $414.8K | 0.15% | 00.0% | Unchanged |
| Campbell Wealth Management | 2,070 | $415.0K | 0.04% | +140+7.3% | Added |
| CarsonAllaria Wealth Management, Ltd. | 2,073 | $415.4K | 0.26% | −491−19.1% | Reduced |
| Freedom Day Solutions, LLC | 2,076 | $415.7K | 0.15% | −88−4.1% | Reduced |
| Mezzasalma Advisors, LLC | 2,078 | $416.2K | 0.20% | −10−0.5% | Reduced |
| Presidio Capital Management, LLC | 2,079 | $416.4K | 0.30% | +2,079 | New |
| Worth Asset Management, LLC | 2,079 | $416.4K | 0.26% | +468+29.1% | Added |
| 49 Wealth Management, LLC | 2,094 | $416.5K | 0.09% | +2,094 | New |
| Requisite Capital Management, LLC | 2,080 | $416.6K | 0.09% | 00.0% | Unchanged |
| Sprinkle Financial Consultants LLC | 2,085 | $417.5K | 0.36% | +3+0.1% | Added |
| Burton Enright Welch | 2,086 | $417.9K | 0.10% | −7−0.3% | Reduced |
| Squire Investment Management Company, LLC | 2,089 | $418.4K | 0.26% | −28−1.3% | Reduced |
| Hutchinson Capital Management | 2,090 | $418.6K | 0.08% | −116−5.3% | Reduced |
| Chelsea Counsel Co | 2,092 | $419.0K | 0.24% | +73+3.6% | Added |
| Inspire Advisors, LLC | 2,103 | $421.2K | 0.06% | +54+2.6% | Added |
| Verdad Advisers, LP | 2,103 | $421.2K | 0.46% | +2,103 | New |
| Encompass More Asset Management | 2,106 | $421.8K | 0.35% | +654+45.0% | Added |
| Lanham O'Dell & Company, Inc. | 2,108 | $422.2K | 0.24% | −418−16.5% | Reduced |
| Exeter Financial, LLC | 2,158 | $422.2K | 0.19% | 00.0% | Unchanged |
| Broderick Brian C | 2,110 | $422.6K | 0.09% | +2,110 | New |
| MGO Private Wealth, LLC | 2,120 | $424.6K | 0.27% | −65−3.0% | Reduced |
| Tobam | 2,134 | $427.0K | 0.04% | +431+25.3% | Added |
| American Financial Advisors, LLC | 2,135 | $427.7K | 0.06% | +468+28.1% | Added |
| Riverview Capital Advisers, LLC | 2,137 | $428.0K | 0.15% | +32+1.5% | Added |
| Catalyst Private Wealth, LLC | 2,140 | $428.6K | 0.22% | +49+2.3% | Added |
| Echo45 Advisors LLC | 2,146 | $429.8K | 0.31% | +17+0.8% | Added |
| TMD Wealth Management, LLC | 2,146 | $429.8K | 0.10% | +284+15.3% | Added |
| Intelligence Driven Advisers, LLC | 2,148 | $430.1K | 0.06% | +22+1.0% | Added |
| Sepio Capital, LP | 2,149 | $430.3K | 0.04% | −601−21.9% | Reduced |
| Waterford Advisors, LLC | 2,157 | $432.0K | 0.18% | −10−0.5% | Reduced |
| Compton Financial Group, LLC | 2,165 | $433.6K | 0.15% | −30−1.4% | Reduced |