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
- 1,624 more added
- Sold out
- 83
- 1,861 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 |
|---|---|---|---|---|---|
| Morse Asset Management, Inc | 2,165 | $434.0K | 0.11% | +10.0% | Added |
| Richwood Investment Advisors, LLC | 2,168 | $434.3K | 0.39% | −100−4.4% | Reduced |
| Elevatus Welath Management | 2,168 | $434.3K | 0.17% | −1,257−36.7% | Reduced |
| Dupree Financial Group, LLC | 2,173 | $435.3K | 0.19% | 00.0% | Unchanged |
| New World Advisors LLC | 2,176 | $435.9K | 0.13% | −15−0.7% | Reduced |
| Builder Investment Group Inc | 2,190 | $438.7K | 0.13% | −80−3.5% | Reduced |
| Garner Asset Management Corp | 2,192 | $439.0K | 0.22% | 00.0% | Unchanged |
| Summit Wealth Group, LLC | 2,190 | $439.0K | 0.30% | 00.0% | Unchanged |
| Whitaker-Myers Wealth Managers, LTD. | 2,192 | $439.0K | 0.19% | −93−4.1% | Reduced |
| Darwin Advisors, LLC | 2,195 | $439.7K | 0.12% | +10.0% | Added |
| Kaizen Financial Strategies | 2,196 | $439.9K | 0.30% | +54+2.5% | Added |
| Cultivar Capital, Inc. | 2,200 | $440.7K | 0.38% | 00.0% | Unchanged |
| Beacon Investment Advisors LLC | 2,201 | $440.8K | 0.25% | +112+5.4% | Added |
| Knuff & Co LLC | 2,202 | $441.1K | 0.15% | 00.0% | Unchanged |
| McDonough Capital Management, Inc | 2,204 | $441.5K | 0.35% | +323+17.2% | Added |
| Norwood Financial Corp | 2,207 | $442.1K | 0.64% | +159+7.8% | Added |
| CGC Financial Services, LLC | 2,210 | $442.6K | 0.23% | −394−15.1% | Reduced |
| Sensible Money, LLC | 2,210 | $442.7K | 0.24% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 2,210 | $442.7K | 0.19% | +246+12.5% | Added |
| Prospect Financial Services LLC | 2,221 | $444.8K | 0.37% | +283+14.6% | Added |
| Cumberland Partners Ltd | 2,223 | $445.3K | 0.03% | +2,223 | New |
| Truvestments Capital LLC | 2,224 | $445.5K | 0.17% | −164−6.9% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 2,228 | $446.2K | 0.04% | +300+15.6% | Added |
| Pennsylvania Capital Management Inc | 2,232 | $447.0K | 0.18% | +78+3.6% | Added |
| Marshall Financial Group Inc | 2,235 | $447.7K | 0.15% | +13+0.6% | Added |
| Willow Creek Wealth Management Inc. | 2,241 | $449.0K | 0.05% | +95+4.4% | Added |
| Financial Enhancement Group LLC | 2,465 | $450.6K | 0.07% | +52+2.2% | Added |
| CapWealth Advisors, LLC | 2,252 | $451.1K | 0.05% | 00.0% | Unchanged |
| Heritage Wealth Partners, LLC | 2,656 | $451.7K | 0.92% | 00.0% | Unchanged |
| Albert D Mason Inc | 2,255 | $452.0K | 0.28% | −1,182−34.4% | Reduced |
| Clay Northam Wealth Management, LLC | 2,257 | $452.1K | 0.36% | 00.0% | Unchanged |
| Intrinsic Value Partners, LLC | 2,257 | $452.1K | 0.48% | 00.0% | Unchanged |
| Jag Capital Management, LLC | 2,259 | $452.4K | 0.06% | −691−23.4% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 2,263 | $453.3K | 0.01% | −1,312−36.7% | Reduced |
| Beacon Bridge Wealth Partners, LLC | 2,266 | $453.9K | 0.21% | +12+0.5% | Added |
| American Planning Services, Inc. | 2,269 | $454.5K | 0.33% | +200+9.7% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 2,367 | $454.6K | 0.18% | −91−3.7% | Reduced |
| Saranac Partners Ltd | 2,272 | $455.1K | 0.28% | −310−12.0% | Reduced |
| C M Bidwell & Associates Ltd | 2,273 | $455.3K | 0.31% | −33−1.4% | Reduced |
| Security National Bank of Sioux City Iowa | 2,273 | $455.3K | 0.32% | 00.0% | Unchanged |
| Arbor Investment Advisors, LLC | 2,281 | $456.8K | 0.07% | +207+10.0% | Added |
| 1858 Wealth Management, LLC | 2,689 | $457.4K | 0.43% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 2,297 | $460.2K | 0.14% | −530−18.7% | Reduced |
| Consolidated Portfolio Review Corp | 2,299 | $460.6K | 0.12% | −7,165−75.7% | Reduced |
| Clear Street Markets LLC | 2,300 | $461.0K | 0.21% | +1,600+228.6% | Added |
| McGowan Group Asset Management, Inc. | 2,304 | $461.5K | 0.07% | −49−2.1% | Reduced |
| Indie Asset Partners, LLC | 2,331 | $466.9K | 0.42% | −47−2.0% | Reduced |
| Tacita Capital Inc | 2,332 | $467.1K | 0.32% | 00.0% | Unchanged |
| Westshore Wealth, LLC | 2,335 | $467.8K | 0.19% | −12−0.5% | Reduced |
| EdgeRock Capital LLC | 2,337 | $468.0K | 0.37% | +117+5.3% | Added |
| Wilson & Boucher Capital Management, LLC | 2,341 | $468.8K | 0.37% | +10.0% | Added |
| Pine Harbor Wealth Management, LLC | 2,342 | $469.2K | 0.30% | +20+0.9% | Added |
| Planned Solutions, Inc. | 2,343 | $469.3K | 0.23% | 00.0% | Unchanged |
| Navis Wealth Advisors, LLC | 2,343 | $469.3K | 0.56% | −6−0.3% | Reduced |
| Foundation Wealth Management, LLC | 2,347 | $470.1K | 0.38% | 00.0% | Unchanged |
| Marshall Financial Group LLC | 2,349 | $470.5K | 0.14% | −197−7.7% | Reduced |
| Clayton Financial Group LLC | 2,355 | $471.7K | 0.21% | +2,355 | New |
| Horizon Bancorp Inc | 2,354 | $472.0K | 0.22% | +66+2.9% | Added |
| Wealthgate Family Office, LLC | 2,360 | $472.7K | 1.23% | 00.0% | Unchanged |
| AFS Financial Group, LLC | 2,361 | $472.8K | 1.99% | −13,171−84.8% | Reduced |
| Lathrop Investment Management Corp | 2,363 | $473.0K | 0.09% | −156−6.2% | Reduced |
| Trust Co of Oklahoma | 2,362 | $473.1K | 0.17% | +41+1.8% | Added |
| Plum Street Advisors, LLC | 2,247 | $473.8K | 0.24% | +2,247 | New |
| Solano Wealth Management, Inc. | 2,366 | $473.8K | 0.27% | +3+0.1% | Added |
| SilverOak Wealth Management LLC | 2,367 | $474.0K | 0.12% | −19−0.8% | Reduced |
| Cherrydale Wealth Management, LLC | 2,370 | $474.7K | 0.22% | +402+20.4% | Added |
| Kercheville Advisors, LLC | 2,370 | $474.7K | 0.22% | +2,370 | New |
| Paragon Private Wealth Management, LLC | 2,370 | $474.8K | 0.28% | +526+28.5% | Added |
| Penn Davis McFarland Inc | 2,373 | $475.3K | 0.07% | 00.0% | Unchanged |
| Van Leeuwen & Company, LLC | 2,373 | $475.3K | 0.24% | +538+29.3% | Added |
| Goepper Burkhardt LLC | 2,404 | $477.8K | 0.22% | +69+3.0% | Added |
| Centiva Capital, LP | 2,387 | $478.1K | 0.03% | −14,560−85.9% | Reduced |
| Tandem Investment Advisors, Inc. | 2,397 | $480.0K | 0.02% | −246−9.3% | Reduced |
| BEAM Asset Management, LLC | 2,399 | $480.5K | 0.29% | +105+4.6% | Added |
| Bayesian Capital Management, LP | 2,400 | $480.7K | 0.05% | −4,000−62.5% | Reduced |
| Sequent Asset Management, LLC | 2,406 | $482.0K | 0.25% | −515−17.6% | Reduced |
| Atlas Private Wealth Advisors | 2,409 | $482.4K | 0.16% | −6,573−73.2% | Reduced |
| Greenfield Seitz Capital Management, LLC | 2,411 | $482.9K | 0.18% | −20−0.8% | Reduced |
| Mascoma Wealth Management LLC | 2,413 | $483.3K | 0.14% | −60−2.4% | Reduced |
| SP Asset Management LLC | 2,416 | $483.9K | 0.05% | +8+0.3% | Added |
| Jacobs & Co | 2,424 | $485.0K | 0.05% | 00.0% | Unchanged |
| Kraematon Investment Advisors, Inc | 2,423 | $485.3K | 0.49% | +14+0.6% | Added |
| Murphy Pohlad Asset Management LLC | 2,440 | $488.7K | 0.19% | −200−7.6% | Reduced |
| Obsidian Personal Planning Solutions LLC | 2,552 | $489.3K | 0.32% | +558+28.0% | Added |
| Covey Capital Advisors, LLC | 2,450 | $490.7K | 0.59% | 00.0% | Unchanged |
| WMG Financial Advisors, LLC | 2,450 | $490.7K | 0.28% | +688+39.0% | Added |
| Wescott Financial Advisory Group, LLC | 2,460 | $492.8K | 0.06% | −242−9.0% | Reduced |
| S&T Bank | 2,466 | $494.0K | 0.09% | 00.0% | Unchanged |
| TAGStone Capital, Inc. | 2,469 | $494.0K | 0.29% | +110+4.7% | Added |
| Melfa Wealth Management, LLC | 2,468 | $494.3K | 0.36% | +2,468 | New |
| Granite FO LLC | 2,238 | $495.2K | 0.29% | −3−0.1% | Reduced |
| Walker Asset Management, LLC | 2,474 | $495.5K | 0.33% | −16−0.6% | Reduced |
| Index Fund Advisors, Inc. | 2,475 | $495.7K | 0.03% | −140−5.4% | Reduced |
| Financial Security Advisor, Inc. | 2,475 | $495.8K | 0.17% | −202−7.5% | Reduced |
| Opus Capital Group, LLC | 2,476 | $496.0K | 0.07% | +1,021+70.2% | Added |
| KFA Private Wealth Group, LLC | 2,484 | $497.6K | 0.15% | +50+2.1% | Added |
| Arnhold LLC | 2,492 | $499.1K | 0.05% | 00.0% | Unchanged |
| Garrison Asset Management, LLC | 2,510 | $502.8K | 0.26% | −50−2.0% | Reduced |
| MKT Advisors LLC | 2,578 | $503.9K | 0.28% | +10.0% | Added |
| SNS Financial Group, LLC | 2,520 | $504.8K | 0.06% | −106−4.0% | Reduced |