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 |
|---|---|---|---|---|---|
| Global Retirement Partners, LLC | 62,914 | $12.6M | 0.47% | +688+1.1% | Added |
| RSM US Wealth Management LLC | 62,795 | $12.6M | 0.32% | −5,344−7.8% | Reduced |
| David Loasby | 63,673 | $12.6M | 1.27% | +452+0.7% | Added |
| Miracle Mile Advisors, LLC | 62,615 | $12.5M | 0.32% | +2,086+3.4% | Added |
| Pettee Investors, Inc. | 62,494 | $12.5M | 5.30% | −7,548−10.8% | Reduced |
| Carmel Capital Management L.L.C. | 62,433 | $12.5M | 5.14% | +425+0.7% | Added |
| Hills Bank & Trust Co | 62,355 | $12.5M | 1.06% | −589−0.9% | Reduced |
| Dorchester Wealth Management Co | 62,265 | $12.5M | 2.24% | −1,519−2.4% | Reduced |
| Cypress Asset Management Inc | 60,661 | $12.4M | 3.37% | −1,103−1.8% | Reduced |
| Sara-Bay Financial | 62,211 | $12.4M | 5.55% | −130.0% | Reduced |
| Venator Management LLC | 61,575 | $12.3M | 3.65% | −300−0.5% | Reduced |
| River Wealth Advisors LLC | 61,573 | $12.3M | 1.79% | +2,142+3.6% | Added |
| Xcel Wealth Management, LLC | 61,510 | $12.3M | 3.85% | −2,743−4.3% | Reduced |
| Terry L. Blaker | 61,142 | $12.2M | 0.92% | +4,153+7.3% | Added |
| Principal Securities, Inc. | 61,078 | $12.2M | 0.38% | +4,428+7.8% | Added |
| RiverFront Investment Group, LLC | 60,942 | $12.2M | 0.34% | +6,509+12.0% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 60,735 | $12.2M | 0.98% | 00.0% | Unchanged |
| Spectrum Wealth Counsel, LLC | 60,526 | $12.1M | 1.48% | −321−0.5% | Reduced |
| Zuckerman Investment Group, LLC | 60,513 | $12.1M | 1.37% | −100.0% | Reduced |
| BancorpSouth Bank | 60,492 | $12.1M | 0.88% | −610−1.0% | Reduced |
| Hoertkorn Richard Charles | 60,403 | $12.1M | 5.19% | −1,963−3.1% | Reduced |
| Stolper Co | 60,157 | $12.0M | 4.35% | −84−0.1% | Reduced |
| Brown Shipley& Co Ltd | 60,513 | $12.0M | 3.78% | +5,716+10.4% | Added |
| Nwi Management LP | 60,000 | $12.0M | 1.65% | 00.0% | Unchanged |
| Access Investment Management LLC | 60,000 | $12.0M | 3.97% | 00.0% | Unchanged |
| Harrell Investment Partners, LLC | 59,942 | $12.0M | 3.56% | −1,427−2.3% | Reduced |
| Next Level Private LLC | 59,917 | $12.0M | 5.51% | +4,709+8.5% | Added |
| Essex Financial Services, Inc. | 59,858 | $12.0M | 1.11% | +395+0.7% | Added |
| Lakeview Capital Partners, LLC | 59,757 | $12.0M | 1.95% | −486−0.8% | Reduced |
| Mengis Capital Management, Inc. | 59,749 | $12.0M | 1.85% | +1,795+3.1% | Added |
| Westpac Banking Corp | 59,566 | $11.9M | 0.91% | +8,307+16.2% | Added |
| Roundview Capital LLC | 59,552 | $11.9M | 0.98% | +4,546+8.3% | Added |
| Shorepoint Capital Partners LLC | 59,488 | $11.9M | 2.91% | −804−1.3% | Reduced |
| Gotham Asset Management, LLC | 59,331 | $11.9M | 0.18% | +1,406+2.4% | Added |
| Cornerstone Wealth Group, LLC | 59,270 | $11.9M | 1.10% | +14,003+30.9% | Added |
| Addenda Capital Inc. | 59,243 | $11.9M | 0.45% | −3,472−5.5% | Reduced |
| Red Door Wealth Management, LLC | 59,205 | $11.9M | 2.29% | +810+1.4% | Added |
| Sompo Asset Management Co., Ltd. | 59,187 | $11.9M | 1.94% | +2,768+4.9% | Added |
| Bank of Hawaii | 58,886 | $11.8M | 0.57% | +40.0% | Added |
| Mitchell Capital Management Co | 58,664 | $11.8M | 2.25% | +2,734+4.9% | Added |
| Perennial Advisors, LLC | 58,433 | $11.7M | 2.72% | −1,371−2.3% | Reduced |
| Princeton Global Asset Management LLC | 58,385 | $11.7M | 2.78% | −2,128−3.5% | Reduced |
| Diversified Trust Co | 58,258 | $11.7M | 0.35% | −21,613−27.1% | Reduced |
| Harbor Capital Advisors, Inc. | 58,173 | $11.7M | 1.52% | +58,173 | New |
| Constitution Capital LLC | 58,148 | $11.6M | 6.58% | −125−0.2% | Reduced |
| Boyar Asset Management Inc. | 58,083 | $11.6M | 7.59% | +4,372+8.1% | Added |
| GFS Advisors, LLC | 58,001 | $11.6M | 1.92% | +230.0% | Added |
| Bard Financial Services, Inc. | 57,965 | $11.6M | 1.23% | −1,060−1.8% | Reduced |
| Cardinal Capital Management | 57,445 | $11.5M | 1.87% | +2,642+4.8% | Added |
| Pine Valley Investments Ltd Liability Co | 57,267 | $11.5M | 0.89% | −1,587−2.7% | Reduced |
| Cyrus J. Lawrence, LLC | 57,257 | $11.5M | 2.54% | +57,257 | New |
| Rocky Mountain Advisers, LLC | 57,240 | $11.5M | 3.63% | 00.0% | Unchanged |
| Radnor Capital Management, LLC | 56,957 | $11.4M | 1.95% | −1,925−3.3% | Reduced |
| Independent Investors Inc | 56,934 | $11.4M | 2.73% | −115−0.2% | Reduced |
| Camden Capital, LLC | 56,867 | $11.4M | 1.01% | −17,739−23.8% | Reduced |
| Moneta Group Investment Advisors LLC | 56,814 | $11.4M | 0.19% | +5,590+10.9% | Added |
| Meritage Portfolio Management | 56,760 | $11.4M | 0.72% | −3,560−5.9% | Reduced |
| Nations Financial Group Inc, | 56,670 | $11.4M | 0.96% | +6,542+13.1% | Added |
| Camden National Bank | 56,662 | $11.3M | 2.00% | −2,252−3.8% | Reduced |
| Sound View Wealth Advisors Group, LLC | 56,403 | $11.3M | 1.20% | −6,548−10.4% | Reduced |
| Barometer Capital Management Inc. | 58,917 | $11.3M | 2.93% | −4,896−7.7% | Reduced |
| Greystone Financial Group, LLC | 56,389 | $11.3M | 2.25% | −4,886−8.0% | Reduced |
| Sigma Investment Counselors Inc | 56,315 | $11.3M | 0.73% | −520−0.9% | Reduced |
| Azora Capital LP | 56,293 | $11.3M | 0.82% | −218,714−79.5% | Reduced |
| Apriem Advisors | 56,209 | $11.3M | 1.41% | −826−1.4% | Reduced |
| Clough Capital Partners L P | 56,200 | $11.3M | 1.24% | 00.0% | Unchanged |
| Pioneer Trust Bank N A | 56,176 | $11.3M | 3.13% | +180+0.3% | Added |
| GAMMA Investing LLC | 56,159 | $11.2M | 2.29% | +4,422+8.5% | Added |
| M&R Capital Management Inc | 56,069 | $11.2M | 2.75% | −1,586−2.8% | Reduced |
| First Western Trust Bank | 55,976 | $11.2M | 0.51% | −2,331−4.0% | Reduced |
| Chicago Capital, LLC | 55,965 | $11.2M | 0.34% | +357+0.6% | Added |
| Plimoth Trust Co LLC | 55,958 | $11.2M | 2.99% | −2,186−3.8% | Reduced |
| Lynch & Associates | 55,904 | $11.2M | 2.59% | −4,177−7.0% | Reduced |
| EagleClaw Capital Managment, LLC | 55,742 | $11.2M | 2.02% | −738−1.3% | Reduced |
| Overbrook Management Corp | 55,705 | $11.2M | 3.00% | −34,209−38.0% | Reduced |
| SPX Equities Gestao de Recursos Ltda | 55,378 | $11.1M | 0.97% | +55,378 | New |
| HTLF Bank | 55,223 | $11.1M | 1.27% | −1,380−2.4% | Reduced |
| Hartford Financial Management Inc. | 55,179 | $11.1M | 2.33% | −294−0.5% | Reduced |
| Symmetry Partners, LLC | 54,992 | $11.0M | 0.86% | −3,298−5.7% | Reduced |
| Vestcor Inc | 54,937 | $11.0M | 0.38% | −6,946−11.2% | Reduced |
| Meridian Wealth Advisors, LLC | 54,921 | $11.0M | 2.07% | +1,892+3.6% | Added |
| Family Capital Trust Co | 54,879 | $11.0M | 3.77% | −987−1.8% | Reduced |
| Equitable Trust Co | 54,770 | $11.0M | 0.76% | +6,978+14.6% | Added |
| Worldquant Millennium Advisors LLC | 54,625 | $10.9M | 0.13% | +30,014+122.0% | Added |
| Harbor Investment Advisory, LLC | 68,374 | $10.9M | 1.14% | +2,631+4.0% | Added |
| Trueblood Wealth Management, LLC | 54,544 | $10.9M | 6.26% | −2,108−3.7% | Reduced |
| Capital Analysts, LLC | 54,516 | $10.9M | 0.51% | −1,478−2.6% | Reduced |
| Optiver Holding B.V. | 54,490 | $10.9M | 0.45% | −86,535−61.4% | Reduced |
| Strategic Wealth Partners, Ltd. | 54,404 | $10.9M | 1.20% | +2,698+5.2% | Added |
| Mission Wealth Management, LP | 54,386 | $10.9M | 0.29% | +20,007+58.2% | Added |
| Inlet Private Wealth, LLC | 54,371 | $10.9M | 3.04% | −1,225−2.2% | Reduced |
| Fundamentun, LLC | 54,225 | $10.9M | 1.06% | −1,475−2.6% | Reduced |
| Ninety One SA (PTY) Ltd | 54,312 | $10.9M | 1.56% | −113,052−67.5% | Reduced |
| Greenwood Capital Associates LLC | 54,141 | $10.8M | 1.44% | −7,105−11.6% | Reduced |
| Mirador Capital Partners LP | 53,922 | $10.8M | 2.06% | +2,646+5.2% | Added |
| NorthRock Partners, LLC | 57,420 | $10.8M | 0.41% | +6,538+12.8% | Added |
| AMG National Trust Bank | 53,754 | $10.8M | 0.31% | +1,302+2.5% | Added |
| IHT Wealth Management, LLC | 53,679 | $10.8M | 0.43% | −2,301−4.1% | Reduced |
| Executive Wealth Management, LLC | 53,981 | $10.7M | 0.94% | +41,902+346.9% | Added |
| Pittenger & Anderson Inc | 53,531 | $10.7M | 0.44% | −121−0.2% | Reduced |