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 |
|---|---|---|---|---|---|
| Goelzer Investment Management, Inc. | 53,526 | $10.7M | 0.61% | +2,209+4.3% | Added |
| Plato Investment Management Ltd | 53,383 | $10.7M | 1.11% | +49,313+1,211.6% | Added |
| Asset Dedication, LLC | 53,315 | $10.7M | 0.80% | +1,527+2.9% | Added |
| Consolidated Planning Corp | 53,248 | $10.7M | 1.82% | +2,202+4.3% | Added |
| Fulton Bank, N.A. | 53,169 | $10.6M | 0.44% | −823−1.5% | Reduced |
| Capital Group Investment Management Pte. Ltd. | 53,152 | $10.6M | 1.91% | −49,254−48.1% | Reduced |
| Rench Wealth Management, Inc. | 52,993 | $10.6M | 4.07% | −558−1.0% | Reduced |
| Capstone Financial Advisors, Inc. | 52,959 | $10.6M | 0.71% | +100+0.2% | Added |
| Baldwin Investment Management, LLC | 52,957 | $10.6M | 1.44% | +2,972+5.9% | Added |
| Baker Ellis Asset Management LLC | 52,922 | $10.6M | 1.58% | +625+1.2% | Added |
| Fulcrum Capital LLC | 52,889 | $10.6M | 2.51% | −1,041−1.9% | Reduced |
| Arkadios Wealth Advisors | 52,676 | $10.6M | 0.82% | +384+0.7% | Added |
| Cutler Investment Counsel LLC | 52,435 | $10.5M | 1.41% | +120.0% | Added |
| NBW Capital LLC | 52,315 | $10.5M | 2.14% | +1,351+2.7% | Added |
| HGK Asset Management Inc | 52,286 | $10.5M | 2.04% | +840+1.6% | Added |
| Sumitomo Life Insurance Co | 52,257 | $10.5M | 0.27% | −1,683−3.1% | Reduced |
| Compass Wealth Management LLC | 52,232 | $10.5M | 2.62% | −1,247−2.3% | Reduced |
| KG&L Capital Management,LLC | 52,523 | $10.5M | 4.15% | −480−0.9% | Reduced |
| Ascent Wealth Partners, LLC | 52,143 | $10.4M | 1.55% | +333+0.6% | Added |
| Hodges Capital Management Inc. | 52,046 | $10.4M | 0.67% | −11,216−17.7% | Reduced |
| Gluskin Sheff & Assoc Inc | 51,988 | $10.4M | 1.04% | −4,509−8.0% | Reduced |
| Bray Capital Advisors | 51,812 | $10.4M | 2.64% | −302−0.6% | Reduced |
| Diversify Advisory Services, LLC | 52,087 | $10.4M | 0.61% | +52,087 | New |
| Wealthspire Advisors, LLC | 51,511 | $10.3M | 0.14% | −3,024−5.5% | Reduced |
| Ballast Advisors LLC | 51,425 | $10.3M | 3.47% | −30−0.1% | Reduced |
| Atlanta Consulting Group Advisors, LLC | 51,404 | $10.3M | 3.56% | +51,404 | New |
| Graves-Light Private Wealth Management, Inc. | 51,366 | $10.3M | 1.19% | −11,422−18.2% | Reduced |
| Intact Investment Management Inc. | 51,300 | $10.3M | 0.41% | −600−1.2% | Reduced |
| Genus Capital Management Inc. | 51,286 | $10.3M | 1.33% | +51,286 | New |
| Steward Partners Investment Solutions, LLC | 51,081 | $10.2M | 1.72% | +27,245+114.3% | Added |
| Buckingham Strategic Partners | 52,789 | $10.2M | 0.30% | +37,148+237.5% | Added |
| Pacific Global Investment Management CO | 51,035 | $10.2M | 1.95% | −1,302−2.5% | Reduced |
| Miramar Capital, LLC | 53,275 | $10.2M | 2.58% | −27,278−33.9% | Reduced |
| Brave Asset Management Inc | 50,983 | $10.2M | 2.65% | −1,292−2.5% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 50,982 | $10.2M | 0.47% | +11,578+29.4% | Added |
| XML Financial, LLC | 50,976 | $10.2M | 1.05% | −8,132−13.8% | Reduced |
| Wealthcare Advisory Partners LLC | 50,960 | $10.2M | 0.33% | +11,572+29.4% | Added |
| Banque Pictet & Cie SA | 50,860 | $10.2M | 0.11% | +8,452+19.9% | Added |
| Teamwork Financial Advisors, LLC | 50,739 | $10.2M | 1.56% | +48,304+1,983.7% | Added |
| Magnus Financial Group LLC | 50,734 | $10.2M | 1.21% | +4,723+10.3% | Added |
| Bridge Creek Capital Management LLC | 50,534 | $10.1M | 3.24% | −586−1.1% | Reduced |
| American National Bank | 50,501 | $10.1M | 1.34% | −787−1.5% | Reduced |
| Stablepoint Partners, LLC | 50,398 | $10.1M | 2.05% | +6,958+16.0% | Added |
| Marietta Wealth Management, LLC | 50,388 | $10.1M | 1.67% | −1,251−2.4% | Reduced |
| Claudia M.P. Batlle, CRP (R) LLC | 50,374 | $10.1M | 3.04% | +775+1.6% | Added |
| Jamison Private Wealth Management, Inc. | 50,265 | $10.1M | 1.70% | +968+2.0% | Added |
| Smithbridge Asset Management Inc | 50,236 | $10.1M | 2.08% | −665−1.3% | Reduced |
| Frisch Financial Group, Inc. | 50,213 | $10.1M | 3.34% | −1,790−3.4% | Reduced |
| Dividend Assets Capital, LLC | 50,012 | $10.0M | 2.11% | −2,642−5.0% | Reduced |
| Meeder Advisory Services, Inc. | 49,850 | $9.98M | 1.02% | +2,081+4.4% | Added |
| Close Asset Management Ltd | 49,851 | $9.98M | 0.36% | +4,196+9.2% | Added |
| American Money Management, LLC | 49,779 | $9.97M | 2.08% | −811−1.6% | Reduced |
| DoubleLine ETF Adviser LP | 49,678 | $9.95M | 2.53% | +1,269+2.6% | Added |
| First Hawaiian Bank | 49,625 | $9.94M | 0.31% | −3,065−5.8% | Reduced |
| Laffer Tengler Investments | 49,615 | $9.94M | 2.57% | +4,917+11.0% | Added |
| Commonwealth Retirement Investments LLC | 49,564 | $9.93M | 4.74% | −1,121−2.2% | Reduced |
| AlphaCore Capital LLC | 49,505 | $9.92M | 2.64% | −196−0.4% | Reduced |
| American National Bank & Trust Co | 49,333 | $9.88M | 2.33% | +49,333 | New |
| Skylands Capital, LLC | 49,315 | $9.88M | 1.36% | −7,135−12.6% | Reduced |
| Whalerock Point Partners, LLC | 49,220 | $9.86M | 2.69% | +1,424+3.0% | Added |
| Patton Albertson Miller Group, LLC | 49,077 | $9.83M | 1.47% | +1,852+3.9% | Added |
| Wright Investors Service Inc | 49,047 | $9.82M | 2.49% | −995−2.0% | Reduced |
| First National Advisers, LLC | 53,728 | $9.82M | 2.20% | +12,142+29.2% | Added |
| Knights of Columbus Asset Advisors LLC | 48,992 | $9.81M | 0.71% | +369+0.8% | Added |
| Adalta Capital Management LLC | 48,989 | $9.81M | 5.42% | +780+1.6% | Added |
| Harbour Investments, Inc. | 48,917 | $9.80M | 0.35% | +1,605+3.4% | Added |
| Coerente Capital Management | 48,761 | $9.77M | 1.85% | +5,527+12.8% | Added |
| Earnest Partners LLC | 48,576 | $9.73M | 0.04% | −38,781−44.4% | Reduced |
| Ascent Group, LLC | 48,564 | $9.73M | 0.86% | +1,132+2.4% | Added |
| Harbour Capital Advisors, LLC | 48,760 | $9.70M | 2.40% | +361+0.7% | Added |
| Financial Partners Group, LLC | 48,347 | $9.68M | 3.75% | +1,437+3.1% | Added |
| Wellington Shields & Co., LLC | 48,332 | $9.68M | 3.24% | +140.0% | Added |
| Bangor Savings Bank | 48,312 | $9.68M | 0.99% | −939−1.9% | Reduced |
| Profund Advisors LLC | 48,127 | $9.64M | 0.38% | +275+0.6% | Added |
| McGinn Investment Management, Inc. | 47,965 | $9.61M | 6.30% | −374−0.8% | Reduced |
| Richard C. Young & CO., LTD. | 47,926 | $9.60M | 1.21% | +47,926 | New |
| Stokes Family Office, LLC | 47,874 | $9.59M | 1.20% | −315−0.7% | Reduced |
| Douglass Winthrop Advisors, LLC | 47,843 | $9.58M | 0.20% | +4,503+10.4% | Added |
| K.J. Harrison & Partners Inc | 47,794 | $9.57M | 1.48% | +6,211+14.9% | Added |
| Joel Isaacson & Co., LLC | 47,730 | $9.56M | 0.52% | +4,759+11.1% | Added |
| Wintrust Investments LLC | 47,661 | $9.55M | 0.84% | +266+0.6% | Added |
| Q Capital Solutions | 47,600 | $9.53M | 4.14% | +7,519+18.8% | Added |
| Boston Family Office LLC | 47,394 | $9.49M | 0.68% | −1,570−3.2% | Reduced |
| Community Bank & Trust, Waco, Texas | 47,380 | $9.49M | 2.33% | +79+0.2% | Added |
| Socorro Asset Management LP | 47,305 | $9.48M | 3.62% | −9,016−16.0% | Reduced |
| Schulhoff & Co Inc | 47,303 | $9.47M | 4.15% | −167−0.4% | Reduced |
| Quadrant Capital Group LLC | 47,220 | $9.46M | 0.75% | +199+0.4% | Added |
| Geneos Wealth Management Inc. | 47,220 | $9.46M | 0.43% | −185−0.4% | Reduced |
| DF Dent & Co Inc | 46,951 | $9.40M | 0.11% | +21,266+82.8% | Added |
| Wealth Advisory Solutions, LLC | 46,873 | $9.39M | 2.43% | −3,056−6.1% | Reduced |
| Dean Investment Associates, LLC | 46,731 | $9.36M | 1.29% | −3,806−7.5% | Reduced |
| Redmond Asset Management, LLC | 46,708 | $9.36M | 2.97% | −3,837−7.6% | Reduced |
| MN Wealth Advisors, LLC | 46,627 | $9.34M | 5.78% | +11,274+31.9% | Added |
| D L Carlson Investment Group Inc | 46,613 | $9.34M | 1.82% | −1,044−2.2% | Reduced |
| Ameritas Advisory Services, LLC | 47,694 | $9.31M | 0.38% | +15,309+47.3% | Added |
| Wittenberg Investment Management, Inc. | 46,412 | $9.30M | 3.17% | −28−0.1% | Reduced |
| Embree Financial Group | 46,353 | $9.28M | 1.82% | −1,799−3.7% | Reduced |
| WESPAC Advisors SoCal, LLC | 46,214 | $9.26M | 2.42% | −785−1.7% | Reduced |
| Strategic Global Advisors, LLC | 46,078 | $9.23M | 1.99% | −2,670−5.5% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 48,712 | $9.23M | 0.09% | −300−0.6% | Reduced |