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 |
|---|---|---|---|---|---|
| Prostatis Group LLC | 2,989 | $598.7K | 0.23% | −502−14.4% | Reduced |
| Shikiar Asset Management Inc | 2,990 | $599.0K | 0.17% | +950+46.6% | Added |
| Fulcrum Equity Management | 2,995 | $599.9K | 0.71% | +883+41.8% | Added |
| Weaver Consulting Group | 2,996 | $600.0K | 0.22% | −131−4.2% | Reduced |
| Islay Capital Management, LLC | 3,003 | $601.5K | 0.45% | +378+14.4% | Added |
| My Personal CFO, LLC | 3,018 | $604.5K | 0.35% | +19+0.6% | Added |
| Reuter James Wealth Management, LLC | 3,018 | $604.5K | 0.42% | −467−13.4% | Reduced |
| Fermata Advisors, LLC | 3,021 | $605.2K | 0.14% | +1,664+122.6% | Added |
| Heck Capital Advisors, LLC | 3,022 | $605.3K | 0.09% | +34+1.1% | Added |
| Silver Lake Advisory, LLC | 3,038 | $608.5K | 0.27% | +3,038 | New |
| Tucker Asset Management LLC | 3,044 | $609.7K | 0.14% | +658+27.6% | Added |
| Better Money Decisions, LLC | 3,048 | $610.5K | 0.48% | +1,345+79.0% | Added |
| HC Advisors, LLC | 3,048 | $610.7K | 0.29% | −438−12.6% | Reduced |
| Cypress Capital Management LLC (WY) | 3,050 | $610.9K | 0.65% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 3,050 | $611.0K | 0.59% | −82−2.6% | Reduced |
| Vista Capital Partners, Inc. | 3,052 | $611.3K | 0.08% | −809−21.0% | Reduced |
| Armstrong Advisory Group, Inc | 3,599 | $612.2K | 0.06% | 00.0% | Unchanged |
| Solitude Financial Services | 3,065 | $613.9K | 0.28% | +605+24.6% | Added |
| Smith Anglin Financial, LLC | 3,070 | $614.9K | 0.06% | +389+14.5% | Added |
| Financial Advisory Corp | 3,070 | $615.0K | 0.25% | 00.0% | Unchanged |
| WestHill Financial Advisors, Inc. | 3,073 | $615.6K | 0.15% | +10.0% | Added |
| Williamson Legacy Group, LLC | 3,074 | $615.7K | 0.48% | +3,074 | New |
| Cohen & Steers, Inc. | 3,077 | $616.0K | 0.00% | 00.0% | Unchanged |
| Motive Wealth Advisors | 3,082 | $617.3K | 0.37% | +1,231+66.5% | Added |
| Triune Financial Partners, LLC | 3,084 | $617.6K | 0.21% | −24−0.8% | Reduced |
| Compass Ion Advisors, LLC | 3,085 | $617.9K | 0.09% | −640−17.2% | Reduced |
| Gemmer Asset Management LLC | 3,087 | $618.3K | 0.07% | +10.0% | Added |
| LGT Financial Advisors LLC | 3,088 | $618.5K | 0.72% | −341−9.9% | Reduced |
| Inspirion Wealth Advisors, LLC | 3,089 | $618.7K | 0.10% | +100+3.3% | Added |
| Financial Advisory Group | 3,091 | $619.1K | 0.11% | −168−5.2% | Reduced |
| Keating Wealth Management LLC | 3,094 | $619.7K | 0.37% | 00.0% | Unchanged |
| Integrity Financial Corp | 3,097 | $620.3K | 0.43% | +475+18.1% | Added |
| Whelan Financial | 3,102 | $621.3K | 0.28% | +410+15.2% | Added |
| Flagstone Financial Management | 3,105 | $622.0K | 0.24% | −173−5.3% | Reduced |
| Buck Wealth Strategies, LLC | 3,111 | $623.2K | 0.21% | −43,904−93.4% | Reduced |
| Arbor Wealth Advisors LLC | 3,113 | $623.5K | 0.59% | 00.0% | Unchanged |
| Callan Family Office, LLC | 3,122 | $625.3K | 0.15% | −1,081−25.7% | Reduced |
| Ackerman Capital Advisors, LLC | 3,127 | $626.3K | 0.17% | +140+4.7% | Added |
| Market Street Wealth Management Advisors LLC | 3,132 | $627.3K | 0.11% | +6+0.2% | Added |
| Summitry LLC | 3,135 | $627.9K | 0.03% | +372+13.5% | Added |
| Atticus Wealth Management, LLC | 3,138 | $628.6K | 0.21% | +698+28.6% | Added |
| Cherry Tree Wealth Management, LLC | 3,139 | $628.7K | 0.16% | +20+0.6% | Added |
| Waterway Wealth Management, LLC | 3,144 | $629.7K | 0.28% | +144+4.8% | Added |
| Consilio Wealth Advisors, LLC | 3,145 | $630.0K | 0.30% | +193+6.5% | Added |
| Keene & Associates, Inc. | 3,146 | $630.1K | 0.47% | −48−1.5% | Reduced |
| First Community Trust NA | 3,151 | $631.1K | 0.59% | 00.0% | Unchanged |
| Dakota Community Bank & Trust NA | 3,155 | $631.9K | 3.42% | −189−5.7% | Reduced |
| Cook Wealth Management Group LLC | 3,298 | $632.1K | 0.38% | −2−0.1% | Reduced |
| Acorn Creek Capital LLC | 3,158 | $632.5K | 0.40% | −19−0.6% | Reduced |
| Mayfair Advisory Group, LLC | 3,163 | $633.5K | 0.46% | +168+5.6% | Added |
| Amussen Hunsaker Associates LLC | 3,174 | $633.5K | 0.11% | +66+2.1% | Added |
| Braun-Bostich & Associates Inc. | 3,167 | $634.4K | 0.53% | +208+7.0% | Added |
| Lakewood Asset Management LLC | 3,171 | $635.2K | 0.43% | +1,159+57.6% | Added |
| Robinson Smith Wealth Advisors LLC | 3,176 | $636.2K | 0.61% | −881−21.7% | Reduced |
| Insight 2811, Inc. | 3,186 | $638.2K | 0.33% | +13+0.4% | Added |
| Campbell & CO Investment Adviser LLC | 3,193 | $639.6K | 0.06% | −15,777−83.2% | Reduced |
| Rise Advisors, LLC | 3,193 | $639.6K | 0.34% | +1,445+82.7% | Added |
| J. L. Bainbridge & Co., Inc. | 3,198 | $640.6K | 0.07% | 00.0% | Unchanged |
| VCI Wealth Management LLC | 3,205 | $642.1K | 0.43% | +821+34.4% | Added |
| Wolff Financial Management LLC | 3,209 | $643.0K | 0.19% | 00.0% | Unchanged |
| Capital Advisory Group Advisory Services, LLC | 3,223 | $645.7K | 0.31% | +1,594+97.9% | Added |
| Deltec Asset Management LLC | 3,225 | $646.0K | 0.13% | 00.0% | Unchanged |
| Cahaba Wealth Management, Inc. | 3,237 | $648.4K | 0.06% | −44−1.3% | Reduced |
| Options Solutions, LLC | 3,240 | $649.0K | 0.37% | −160−4.7% | Reduced |
| Forefront Analytics, LLC | 3,245 | $650.0K | 0.32% | −241−6.9% | Reduced |
| FSA Advisors, Inc. | 3,248 | $650.6K | 0.70% | +250+8.3% | Added |
| Interchange Capital Partners, LLC | 3,203 | $653.8K | 0.44% | +1,027+47.2% | Added |
| Unionview, LLC | 3,271 | $655.1K | 0.54% | −392−10.7% | Reduced |
| Wellspring Financial Advisors, LLC | 3,272 | $655.4K | 0.10% | +281+9.4% | Added |
| Ariston Services Group | 3,276 | $656.2K | 0.63% | 00.0% | Unchanged |
| Legacy Financial Strategies, LLC | 3,276 | $656.2K | 0.17% | +111+3.5% | Added |
| ZRC Wealth Management, LLC | 3,278 | $656.7K | 0.33% | −17−0.5% | Reduced |
| Altus Wealth Management, LLC | 3,283 | $657.8K | 0.35% | +178+5.7% | Added |
| State of Wyoming | 3,284 | $657.8K | 0.11% | −116−3.4% | Reduced |
| Gibbs Wealth Management | 3,289 | $658.8K | 0.38% | +3,289 | New |
| Ehrlich Financial Group | 3,289 | $658.8K | 0.55% | −85−2.5% | Reduced |
| Lockerman Financial Group, Inc. | 3,293 | $659.6K | 1.26% | −34−1.0% | Reduced |
| Pacific Center for Financial Services | 3,298 | $660.6K | 0.19% | +21+0.6% | Added |
| Hamilton Wealth, LLC | 3,299 | $660.8K | 0.21% | +399+13.8% | Added |
| Henrickson Nauta Wealth Advisors, Inc. | 3,391 | $662.9K | 0.29% | +261+8.3% | Added |
| Northwest Investment Counselors, LLC | 3,312 | $663.3K | 0.16% | +25+0.8% | Added |
| Successful Portfolios LLC | 3,321 | $665.1K | 0.45% | −403−10.8% | Reduced |
| Magnolia Capital Management Ltd | 3,325 | $666.0K | 0.57% | +400+13.7% | Added |
| Carmel Capital Partners, LLC | 3,333 | $667.6K | 0.28% | +845+34.0% | Added |
| Coordinated Financial Services, Inc. | 3,336 | $668.1K | 0.58% | +3,336 | New |
| Vanguard Capital Wealth Advisors | 3,351 | $671.2K | 0.47% | +7+0.2% | Added |
| Alterna Wealth Management, Inc | 3,353 | $671.6K | 0.67% | +1,115+49.8% | Added |
| New Insight Wealth Advisors | 3,354 | $671.8K | 0.42% | 00.0% | Unchanged |
| Fullerton Fund Management Co Ltd. | 3,356 | $672.2K | 0.03% | +3,356 | New |
| Pasadena Private Wealth, LLC | 3,363 | $673.7K | 0.15% | +2+0.1% | Added |
| Up Strategic Wealth Investment Advisors LLC | 3,370 | $675.0K | 1.10% | 00.0% | Unchanged |
| Fountainhead AM, LLC | 3,372 | $675.4K | 0.17% | +126+3.9% | Added |
| Laraway Financial Inc | 3,373 | $675.6K | 0.60% | −200−5.6% | Reduced |
| Sweet Financial Partners, LLC | 3,377 | $676.3K | 0.16% | −1,252−27.0% | Reduced |
| Glass Wealth Management Co LLC | 3,379 | $676.8K | 0.41% | +3,379 | New |
| Bender Robert & Associates | 3,381 | $677.2K | 0.16% | −145−4.1% | Reduced |
| Tactive Advisors, LLC | 3,386 | $678.1K | 0.36% | +3,386 | New |
| Prosperity Wealth Management, Inc. | 3,388 | $678.6K | 0.32% | +782+30.0% | Added |
| HTG Investment Advisors, Inc. | 3,403 | $681.6K | 0.40% | −213−5.9% | Reduced |
| Bulltick Wealth Management, LLC | 3,409 | $682.8K | 0.14% | −3,454−50.3% | Reduced |