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 |
|---|---|---|---|---|---|
| Cowa, LLC | 2,529 | $506.6K | 0.30% | −376−12.9% | Reduced |
| America First Investment Advisors, LLC | 2,529 | $506.6K | 0.12% | 00.0% | Unchanged |
| Montis Financial, LLC | 2,530 | $506.8K | 0.24% | +5+0.2% | Added |
| Integris Wealth Management, LLC | 2,532 | $507.2K | 0.14% | −246−8.9% | Reduced |
| Beacon Capital Management, LLC | 2,536 | $507.9K | 0.10% | +445+21.3% | Added |
| Guardian Asset Advisors, LLC | 2,535 | $508.8K | 0.42% | +713+39.1% | Added |
| Greytown Advisors Inc. | 2,543 | $509.5K | 0.29% | −328−11.4% | Reduced |
| Whitcomb & Hess, Inc. | 2,551 | $510.9K | 0.16% | −3,005−54.1% | Reduced |
| Cascade Financial Partners, LLC | 2,801 | $512.0K | 0.07% | +2,801 | New |
| Sloy Dahl & Holst, LLC | 2,564 | $513.6K | 0.12% | 00.0% | Unchanged |
| ICW Investment Advisors LLC | 2,572 | $515.1K | 0.23% | +3+0.1% | Added |
| J.Safra Asset Management Corp | 2,573 | $515.4K | 0.06% | +277+12.1% | Added |
| Harbert Fund Advisors, Inc. | 2,575 | $515.8K | 0.35% | −5,075−66.3% | Reduced |
| Charles Schwab Investment Advisory, Inc. | 2,580 | $516.8K | 0.00% | +80+3.2% | Added |
| Silver Coast Investments LLC | 2,582 | $517.2K | 0.21% | −97−3.6% | Reduced |
| AIMZ Investment Advisors, LLC | 2,589 | $518.6K | 0.19% | 00.0% | Unchanged |
| Coco Enterprises, LLC | 2,622 | $520.8K | 0.35% | −515−16.4% | Reduced |
| Contravisory Investment Management, Inc. | 2,600 | $520.8K | 0.12% | −57−2.1% | Reduced |
| SFG Wealth Management, LLC. | 2,602 | $521.1K | 0.31% | +45+1.8% | Added |
| Vance Wealth, Inc. | 2,603 | $521.4K | 0.21% | +145+5.9% | Added |
| Bernardo Wealth Planning LLC | 2,603 | $521.4K | 0.15% | +305+13.3% | Added |
| SJS Investment Consulting Inc. | 2,615 | $523.7K | 0.10% | +281+12.0% | Added |
| Heritage Financial Services, LLC | 2,615 | $523.8K | 0.08% | −54−2.0% | Reduced |
| Dogwood Wealth Management LLC | 2,616 | $524.0K | 0.35% | +183+7.5% | Added |
| Permit Capital, LLC | 2,625 | $525.8K | 0.34% | 00.0% | Unchanged |
| Brown Wealth Management, LLC | 2,629 | $526.6K | 0.22% | 00.0% | Unchanged |
| Avenue 1 Advisors, LLC | 2,637 | $528.1K | 0.22% | +37+1.4% | Added |
| Dock Street Asset Management Inc | 2,638 | $528.4K | 0.08% | +68+2.6% | Added |
| Mattern Capital Management, LLC | 2,642 | $529.2K | 0.07% | +2,642 | New |
| American Capital Advisory, LLC | 4,063 | $529.5K | 0.46% | −668−14.1% | Reduced |
| Benchmark Financial Wealth Advisors, LLC | 2,646 | $530.1K | 0.20% | +380+16.8% | Added |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 2,650 | $530.8K | 0.09% | +38+1.5% | Added |
| Peninsula Wealth, LLC | 2,653 | $531.3K | 0.11% | −3−0.1% | Reduced |
| Tamar Securities, LLC | 2,659 | $532.7K | 0.09% | −83−3.0% | Reduced |
| Levy Wealth Management Group, LLC | 3,133 | $533.0K | 0.15% | 00.0% | Unchanged |
| Merriman Wealth Management, LLC | 2,669 | $534.6K | 0.02% | −33−1.2% | Reduced |
| Horst & Graben Wealth Management LLC | 2,674 | $535.6K | 0.11% | +16+0.6% | Added |
| VELA Investment Management, LLC | 2,675 | $535.8K | 0.20% | −1,000−27.2% | Reduced |
| Centered Wealth LLC dba Miller Equity Capital Advisors | 2,677 | $536.2K | 0.22% | 00.0% | Unchanged |
| Mayport, LLC | 2,683 | $537.5K | 0.21% | +105+4.1% | Added |
| Advanced Portfolio Management, LLC | 2,688 | $538.4K | 1.02% | +2,688 | New |
| First Affirmative Financial Network | 2,694 | $539.7K | 0.40% | +100+3.9% | Added |
| JJJ Advisors Inc. | 2,703 | $541.4K | 0.12% | +236+9.6% | Added |
| Isthmus Partners, LLC | 2,707 | $542.2K | 0.06% | −326−10.7% | Reduced |
| TCWP LLC | 2,707 | $542.2K | 1.44% | 00.0% | Unchanged |
| Pitti Group Wealth Management, LLC | 2,777 | $542.8K | 0.61% | −60−2.1% | Reduced |
| Safeguard Investment Advisory Group, LLC | 2,712 | $543.1K | 0.18% | −194−6.7% | Reduced |
| Vawter Financial, Ltd. | 2,721 | $545.1K | 0.40% | −121−4.3% | Reduced |
| Alpha Financial Partners, LLC | 2,729 | $546.6K | 0.50% | +87+3.3% | Added |
| Reik & Co., LLC | 2,732 | $547.2K | 0.14% | 00.0% | Unchanged |
| Schoolcraft Capital LLC | 2,733 | $547.4K | 0.13% | −136−4.7% | Reduced |
| Apeiron RIA LLC | 2,734 | $547.5K | 0.16% | +19+0.7% | Added |
| Bond & Devick Financial Network, Inc. | 2,735 | $547.8K | 0.30% | −168−5.8% | Reduced |
| Claret Asset Management Corp | 2,743 | $549.0K | 0.09% | +204+8.0% | Added |
| Intergy Private Wealth, LLC | 2,747 | $550.2K | 0.23% | −32−1.2% | Reduced |
| Financial Freedom, LLC | 2,753 | $551.5K | 0.33% | +6+0.2% | Added |
| Moody Aldrich Partners LLC | 2,763 | $553.4K | 0.09% | −65−2.3% | Reduced |
| Global Strategic Investment Solutions, LLC | 2,767 | $554.3K | 0.06% | +583+26.7% | Added |
| Parkside Investments, LLC | 2,774 | $555.6K | 0.09% | +10+0.4% | Added |
| Trilogy Capital Inc. | 2,774 | $555.6K | 0.03% | −13−0.5% | Reduced |
| Lane & Associates LLC | 2,776 | $556.1K | 0.35% | +75+2.8% | Added |
| Paladin Advisory Group, LLC | 2,802 | $557.4K | 0.44% | −121−4.1% | Reduced |
| Westwood Wealth Management | 2,787 | $558.2K | 0.27% | −100−3.5% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 5,279 | $558.3K | 0.04% | +2,294+76.9% | Added |
| Godsey & Gibb Associates | 2,793 | $559.5K | 0.06% | +350+14.3% | Added |
| Pullen Investment Management, LLC | 2,794 | $559.6K | 0.47% | +2,794 | New |
| Pension & Wealth Management Advisors, Inc. | 2,795 | $560.0K | 0.37% | +258+10.2% | Added |
| D.B. Root & Company, LLC | 2,798 | $560.5K | 0.19% | +1,379+97.2% | Added |
| Warwick Investment Management, Inc. | 2,809 | $562.7K | 0.13% | +832+42.1% | Added |
| Selective Wealth Management, Inc. | 2,881 | $563.2K | 0.24% | −98−3.3% | Reduced |
| Harrington Investments, INC | 2,812 | $563.2K | 0.32% | −103−3.5% | Reduced |
| Brightwater Advisory LLC | 2,815 | $563.8K | 0.45% | +154+5.8% | Added |
| Clarity Capital Partners LLC | 2,817 | $564.2K | 0.37% | −29−1.0% | Reduced |
| Strid Group, LLC | 2,822 | $565.2K | 0.10% | −97−3.3% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 2,837 | $568.2K | 0.33% | +55+2.0% | Added |
| Visionary Horizons, LLC | 3,107 | $568.5K | 0.44% | −32−1.0% | Reduced |
| Firethorn Wealth Partners, LLC | 2,838 | $568.5K | 0.33% | +13+0.5% | Added |
| Madden Securities Corp | 2,849 | $570.6K | 0.26% | −1,671−37.0% | Reduced |
| Marathon Trading Investment Management LLC | 2,855 | $571.9K | 0.23% | 00.0% | Unchanged |
| Davies Financial Advisors, Inc. | 2,859 | $572.6K | 0.58% | +2,859 | New |
| OMC Financial Services LTD | 2,860 | $573.0K | 0.29% | +2,860 | New |
| Shapiro Capital Management LLC | 2,880 | $576.9K | 0.02% | 00.0% | Unchanged |
| Abacus Wealth Partners, LLC | 2,883 | $577.5K | 0.10% | −531−15.6% | Reduced |
| GenTrust, LLC | 2,885 | $577.9K | 0.04% | +2,885 | New |
| NovaPoint Capital, LLC | 2,892 | $579.2K | 0.20% | +327+12.7% | Added |
| AMJ Financial Wealth Management | 2,892 | $579.3K | 0.19% | +2,892 | New |
| Cooper/Haims Advisors, LLC | 2,920 | $585.0K | 0.34% | +159+5.8% | Added |
| Avenir Corp | 2,924 | $585.7K | 0.05% | 00.0% | Unchanged |
| Keating Investment Counselors Inc | 2,925 | $585.9K | 0.19% | −300−9.3% | Reduced |
| Allen Wealth Management, LLC | 2,931 | $587.1K | 0.52% | +39+1.3% | Added |
| Planning Capital Management Corp | 2,932 | $587.2K | 0.43% | −992−25.3% | Reduced |
| Youngs Advisory Group, Inc. | 2,932 | $587.4K | 0.26% | −177−5.7% | Reduced |
| Wealth Advisors of Iowa, LLC | 2,936 | $588.1K | 0.36% | +92+3.2% | Added |
| Jackson, Grant Investment Advisers, Inc. | 2,936 | $588.1K | 0.24% | +12+0.4% | Added |
| North Point Portfolio Managers Corp | 2,937 | $588.3K | 0.10% | 00.0% | Unchanged |
| Willis Johnson & Associates, Inc. | 2,939 | $588.7K | 0.05% | +1,576+115.6% | Added |
| Virtu Financial LLC | 2,976 | $596.0K | 0.05% | −1,829−38.1% | Reduced |
| Charter Research & Investment Group, Inc. | 2,976 | $596.2K | 0.47% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 2,977 | $596.3K | 0.13% | +25+0.8% | Added |
| Hoxton Planning & Management, LLC | 2,983 | $597.5K | 0.29% | −132−4.2% | Reduced |