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; 5,158 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 | 5,158 | $643.7B |
| Q1 2026 | 5,103 | $572.0B |
| Q4 2025 | 5,154 | $639.5B |
| Q3 2025 | 4,765 | $618.0B |
| Q2 2025 | 4,752 | $582.4B |
| Q1 2025 | 4,679 | $494.6B |
| Q4 2024 | 4,680 | $490.0B |
| Q3 2024 | 4,215 | $429.4B |
| Q2 2024 | 4,181 | $416.2B |
| Q1 2024 | 4,120 | $414.5B |
| Q4 2023 | 4,001 | $351.8B |
| Q3 2023 | 3,710 | $297.0B |
| Q2 2023 | 3,672 | $297.6B |
| Q1 2023 | 3,612 | $266.3B |
| Q4 2022 | 3,628 | $278.3B |
| Q3 2022 | 3,395 | $212.9B |
| Q2 2022 | 3,427 | $229.3B |
| Q1 2022 | 3,519 | $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 |
|---|---|---|---|---|---|
| Steel Peak Wealth Management LLC | 77,314 | $15.5M | 0.79% | +3,557+4.8% | Added |
| Winslow Asset Management Inc | 77,278 | $15.5M | 2.91% | −509−0.7% | Reduced |
| GLOBALT Investments LLC | 77,198 | $15.5M | 0.62% | −799−1.0% | Reduced |
| Pictet North America Advisors SA | 76,983 | $15.4M | 1.72% | −3,333−4.1% | Reduced |
| Eagle Rock Investment Company, LLC | 76,931 | $15.4M | 2.86% | −88−0.1% | Reduced |
| Chicago Partners Investment Group LLC | 79,828 | $15.3M | 0.65% | +1,043+1.3% | Added |
| Schnieders Capital Management LLC | 76,550 | $15.3M | 3.16% | −658−0.9% | Reduced |
| North Star Asset Management Inc | 76,341 | $15.3M | 0.72% | −150.0% | Reduced |
| Ashton Thomas Private Wealth, LLC | 76,166 | $15.3M | 0.87% | +2,221+3.0% | Added |
| Valicenti Advisory Services Inc | 76,148 | $15.3M | 4.25% | −3,619−4.5% | Reduced |
| Alberta Investment Management Corp | 76,100 | $15.2M | 0.15% | 00.0% | Unchanged |
| Iowa State Bank | 76,082 | $15.2M | 3.37% | −499−0.7% | Reduced |
| Siemens Fonds Invest GmbH | 75,654 | $15.2M | 1.17% | −3,134−4.0% | Reduced |
| NewSquare Capital LLC | 76,243 | $15.1M | 1.34% | +138+0.2% | Added |
| Sigma Planning Corp | 75,270 | $15.1M | 0.47% | +41,491+122.8% | Added |
| Alpine Woods Capital Investors, LLC | 78,539 | $15.1M | 2.99% | −53,546−40.5% | Reduced |
| Telos Capital Management, Inc. | 75,006 | $15.0M | 1.69% | −980−1.3% | Reduced |
| Boston Financial Mangement LLC | 74,993 | $15.0M | 0.48% | +669+0.9% | Added |
| NJ State Employees Deferred Compensation Plan | 74,800 | $15.0M | 1.90% | 00.0% | Unchanged |
| Twin Capital Management Inc | 74,733 | $15.0M | 1.86% | −2,632−3.4% | Reduced |
| Spinnaker Trust | 74,484 | $14.9M | 0.96% | +408+0.6% | Added |
| Community Bank of Raymore | 74,048 | $14.8M | 6.96% | −3,138−4.1% | Reduced |
| Generate Investment Management Ltd | 73,851 | $14.8M | 1.16% | +8,782+13.5% | Added |
| Allied Investment Advisors, LLC | 73,756 | $14.8M | 3.57% | +128+0.2% | Added |
| 1st Source Bank | 73,677 | $14.8M | 0.86% | −900−1.2% | Reduced |
| Altrafin AG | 73,607 | $14.7M | 5.34% | +213+0.3% | Added |
| Matthew 25 Management Corp | 73,500 | $14.7M | 5.01% | −6,500−8.1% | Reduced |
| Bank of Nova Scotia Trust Co | 73,483 | $14.7M | 1.58% | −927−1.2% | Reduced |
| NEOS Investment Management LLC | 72,874 | $14.6M | 0.90% | +27,697+61.3% | Added |
| Caldwell Trust Co | 72,730 | $14.6M | 1.70% | +2,074+2.9% | Added |
| Cohen Klingenstein LLC | 72,700 | $14.6M | 0.54% | 00.0% | Unchanged |
| Simmons Bank | 72,610 | $14.5M | 1.09% | −1,049−1.4% | Reduced |
| Castleark Management LLC | 72,365 | $14.5M | 0.60% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 76,071 | $14.5M | 0.35% | +30,977+68.7% | Added |
| Connors Investor Services Inc | 72,024 | $14.4M | 1.52% | −5,489−7.1% | Reduced |
| Ritholtz Wealth Management | 71,921 | $14.4M | 0.50% | +5,146+7.7% | Added |
| Signaturefd, LLC | 71,829 | $14.4M | 0.30% | +2,028+2.9% | Added |
| Barlow Wealth Partners, Inc. | 78,411 | $14.3M | 1.95% | +488+0.6% | Added |
| Hollencrest Capital Management | 71,493 | $14.3M | 0.66% | +34,382+92.6% | Added |
| Punch & Associates Investment Management, Inc. | 71,380 | $14.3M | 0.81% | −5,993−7.7% | Reduced |
| Strategy Asset Managers LLC | 71,238 | $14.3M | 3.06% | −1,445−2.0% | Reduced |
| Woodstock Corp | 71,237 | $14.3M | 1.48% | −235−0.3% | Reduced |
| Tokio Marine Asset Management Co Ltd | 71,146 | $14.3M | 0.72% | +6,206+9.6% | Added |
| Ossiam | 71,036 | $14.2M | 0.25% | −3,324−4.5% | Reduced |
| Waratah Capital Advisors Ltd. | 70,958 | $14.2M | 0.73% | +13,674+23.9% | Added |
| Hamilton Capital Partners Inc. | 70,953 | $14.2M | 1.72% | +20,057+39.4% | Added |
| Cypress Capital Group | 70,872 | $14.2M | 1.70% | −747−1.0% | Reduced |
| Heritage Trust Co | 70,816 | $14.2M | 1.90% | −2,215−3.0% | Reduced |
| SFE Investment Counsel | 70,761 | $14.2M | 3.21% | −556−0.8% | Reduced |
| Journey Advisory Group, LLC | 70,447 | $14.1M | 1.74% | +253+0.4% | Added |
| Legacy Private Trust Co. | 70,434 | $14.1M | 1.03% | −469−0.7% | Reduced |
| WealthBridge Investment Counsel Inc. | 70,331 | $14.1M | 5.23% | −1,120−1.6% | Reduced |
| Holowesko Partners Ltd. | 70,300 | $14.1M | 5.76% | −1,800−2.5% | Reduced |
| JB Capital LLC | 70,275 | $14.1M | 0.94% | −26,001−27.0% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 70,197 | $14.1M | 0.99% | +40,664+137.7% | Added |
| Pettyjohn, Wood & White, Inc | 70,175 | $14.1M | 2.80% | +195+0.3% | Added |
| Haverford Financial Services, Inc. | 69,905 | $14.0M | 4.03% | −11,850−14.5% | Reduced |
| Eagle Ridge Investment Management | 69,806 | $14.0M | 1.29% | −1,982−2.8% | Reduced |
| PFG Investments, LLC | 69,781 | $14.0M | 0.84% | +45,219+184.1% | Added |
| Farmers National Bank | 69,761 | $14.0M | 4.17% | +705+1.0% | Added |
| AIA Group Ltd | 69,423 | $13.9M | 0.45% | +8,952+14.8% | Added |
| Chemung Canal Trust Co | 69,328 | $13.9M | 2.68% | −1,450−2.0% | Reduced |
| Van Hulzen Asset Management, LLC | 69,309 | $13.9M | 0.92% | −1,902−2.7% | Reduced |
| Country Club Bank | 69,012 | $13.8M | 0.98% | −1,697−2.4% | Reduced |
| GAM Holding AG | 68,862 | $13.8M | 1.00% | +203+0.3% | Added |
| SlateStone Wealth, LLC | 68,104 | $13.6M | 1.37% | +24,257+55.3% | Added |
| Thoroughbred Financial Services, LLC | 68,069 | $13.6M | 1.31% | −31,270−31.5% | Reduced |
| NatWest Group plc | 67,910 | $13.6M | 5.24% | −5,161−7.1% | Reduced |
| Avitas Wealth Management LLC | 67,812 | $13.6M | 2.06% | +667+1.0% | Added |
| BKD Wealth Advisors, LLC | 67,707 | $13.6M | 0.34% | +5,111+8.2% | Added |
| Naples Global Advisors, LLC | 67,587 | $13.5M | 1.39% | −184−0.3% | Reduced |
| Buckingham Strategic Wealth, LLC | 67,233 | $13.5M | 0.14% | +3,278+5.1% | Added |
| Griffin Asset Management, Inc. | 67,219 | $13.5M | 1.61% | +533+0.8% | Added |
| Shell Asset Management Co | 66,437 | $13.4M | 0.61% | +4,262+6.9% | Added |
| Barbara Oil Co. | 67,000 | $13.4M | 5.67% | 00.0% | Unchanged |
| One Capital Management, LLC | 66,804 | $13.4M | 0.49% | −725−1.1% | Reduced |
| GDS Wealth Management | 66,654 | $13.4M | 1.56% | +5,924+9.8% | Added |
| Stratos Wealth Advisors, LLC | 66,637 | $13.3M | 0.79% | −21,519−24.4% | Reduced |
| Cyndeo Wealth Partners, LLC | 66,338 | $13.3M | 1.11% | −602−0.9% | Reduced |
| Wellington Shields Capital Management, LLC | 66,087 | $13.2M | 2.50% | −2,167−3.2% | Reduced |
| JCIC Asset Management Inc. | 66,051 | $13.2M | 5.45% | +230+0.3% | Added |
| Qube Research & Technologies Ltd | 65,841 | $13.2M | 0.02% | −147,290−69.1% | Reduced |
| Horizon Investments, LLC | 65,739 | $13.1M | 0.34% | +1,620+2.5% | Added |
| Wells Trecaso Financial Group, LLC | 65,285 | $13.1M | 4.62% | +741+1.1% | Added |
| Buffington Mohr McNeal | 65,052 | $13.0M | 2.36% | +327+0.5% | Added |
| Buckley Wealth Management, LLC | 64,851 | $13.0M | 4.17% | −1,801−2.7% | Reduced |
| New England Asset Management Inc | 64,375 | $12.9M | 2.00% | −715−1.1% | Reduced |
| Ar Asset Management Inc | 64,231 | $12.9M | 3.14% | −1,000−1.5% | Reduced |
| Viking Fund Management LLC | 64,000 | $12.8M | 2.32% | −3,000−4.5% | Reduced |
| Level Four Advisory Services, LLC | 75,324 | $12.8M | 0.70% | +1,893+2.6% | Added |
| Thompson Investment Management, Inc. | 63,726 | $12.8M | 1.93% | −11,979−15.8% | Reduced |
| Concurrent Investment Advisors, LLC | 63,699 | $12.8M | 0.52% | −4,519−6.6% | Reduced |
| Mitchell Sinkler & Starr | 63,668 | $12.8M | 3.19% | −8,896−12.3% | Reduced |
| Live Oak Private Wealth LLC | 63,445 | $12.7M | 2.20% | −786−1.2% | Reduced |
| Foster & Motley Inc | 63,420 | $12.7M | 0.87% | −120.0% | Reduced |
| Visionary Wealth Advisors | 63,303 | $12.7M | 0.86% | −171−0.3% | Reduced |
| Laurel Wealth Advisors LLC | 63,286 | $12.7M | 2.18% | −248−0.4% | Reduced |
| Royal Fund Management, LLC | 63,004 | $12.6M | 1.46% | +3,354+5.6% | Added |
| Invictus Private Wealth, LLC | 62,974 | $12.6M | 1.12% | −880−1.4% | Reduced |
| Fagan Associates, Inc. | 62,959 | $12.6M | 2.36% | +593+1.0% | Added |