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 |
|---|---|---|---|---|---|
| B & T Capital Management DBA Alpha Capital Management | 46,015 | $9.22M | 1.80% | −2,045−4.3% | Reduced |
| Old Second National Bank of Aurora | 46,000 | $9.21M | 2.39% | −1,667−3.5% | Reduced |
| Lake Street Financial LLC | 45,985 | $9.21M | 1.27% | +5,779+14.4% | Added |
| Walter & Keenan Financial Consulting Co | 45,984 | $9.21M | 3.02% | −649−1.4% | Reduced |
| Hixon Zuercher, LLC | 45,917 | $9.20M | 3.89% | +443+1.0% | Added |
| Shepherd Financial Partners LLC | 45,898 | $9.19M | 1.20% | +979+2.2% | Added |
| Stony Point Wealth Management Inc. | 45,886 | $9.19M | 4.00% | −4,940−9.7% | Reduced |
| Pitcairn Co | 45,768 | $9.17M | 0.59% | +4,464+10.8% | Added |
| Principal Street Partners, LLC | 45,819 | $9.16M | 1.73% | +10,333+29.1% | Added |
| Covington Investment Advisors Inc. | 45,680 | $9.15M | 1.49% | −845−1.8% | Reduced |
| Kinneret Advisory, LLC | 45,634 | $9.14M | 0.91% | −142−0.3% | Reduced |
| Northwest Bancshares, Inc. | 45,620 | $9.14M | 1.44% | +656+1.5% | Added |
| Ipswich Investment Management Co., Inc. | 45,544 | $9.12M | 2.14% | +277+0.6% | Added |
| Garland Capital Management Inc | 45,500 | $9.11M | 6.04% | −520−1.1% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 45,496 | $9.11M | 1.00% | −6,025−11.7% | Reduced |
| Schechter Investment Advisors, LLC | 45,475 | $9.11M | 0.68% | −62−0.1% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 45,401 | $9.09M | 2.25% | −918−2.0% | Reduced |
| Brown Miller Wealth Management, LLC | 45,284 | $9.07M | 4.00% | +1,359+3.1% | Added |
| Stokes Capital Advisors, LLC | 45,219 | $9.06M | 2.63% | −378−0.8% | Reduced |
| Parthenon LLC | 45,199 | $9.05M | 1.15% | +453+1.0% | Added |
| Atomi Financial Group, Inc. | 45,179 | $9.05M | 0.84% | +5,851+14.9% | Added |
| Exane Asset Management | 45,142 | $9.04M | 6.98% | −81,658−64.4% | Reduced |
| Freemont Management S.A. | 45,100 | $9.03M | 1.39% | −14,000−23.7% | Reduced |
| Abbrea Capital, LLC | 45,098 | $9.03M | 1.19% | −550−1.2% | Reduced |
| Trajan Wealth LLC | 45,032 | $9.02M | 0.61% | +45,032 | New |
| Canal Capital Management, LLC | 45,018 | $9.02M | 1.51% | +331+0.7% | Added |
| Independence Bank of Kentucky | 45,017 | $9.02M | 2.70% | +9,054+25.2% | Added |
| Premier Fund Managers Ltd | 45,109 | $9.00M | 0.36% | 00.0% | Unchanged |
| McRae Capital Management Inc | 44,767 | $8.97M | 1.96% | −635−1.4% | Reduced |
| Duncker Streett & Co Inc | 44,703 | $8.95M | 1.77% | −115−0.3% | Reduced |
| Nelson Capital Management, LLC | 44,638 | $8.94M | 1.71% | −614−1.4% | Reduced |
| Bogart Wealth, LLC | 44,529 | $8.92M | 0.46% | +6,677+17.6% | Added |
| Waldron Private Wealth LLC | 44,460 | $8.91M | 0.40% | +2,231+5.3% | Added |
| Oxford Financial Group Ltd | 44,447 | $8.90M | 0.62% | +171+0.4% | Added |
| Boyer & Corporon Wealth Management, LLC | 44,423 | $8.90M | 3.06% | −15,129−25.4% | Reduced |
| City Holding Co | 44,360 | $8.89M | 1.33% | +958+2.2% | Added |
| Graypoint LLC | 44,340 | $8.88M | 0.64% | +765+1.8% | Added |
| Elk River Wealth Management, LLC | 44,276 | $8.87M | 1.80% | −4,850−9.9% | Reduced |
| RPG Investment Advisory, LLC | 44,255 | $8.86M | 1.33% | −44−0.1% | Reduced |
| NBC Securities, Inc. | 44,232 | $8.86M | 0.83% | +917+2.1% | Added |
| Flagship Harbor Advisors, LLC | 44,199 | $8.85M | 0.57% | −359−0.8% | Reduced |
| Boyd Watterson Asset Management LLC | 44,194 | $8.85M | 3.17% | +139+0.3% | Added |
| Private Trust Co NA | 44,005 | $8.81M | 0.95% | −2,635−5.6% | Reduced |
| Colonial Trust Co | 43,904 | $8.79M | 1.65% | +740+1.7% | Added |
| First Interstate Bank | 43,802 | $8.77M | 0.61% | −2,003−4.4% | Reduced |
| Community Financial Services Group, LLC | 43,712 | $8.76M | 1.99% | +43,712 | New |
| Granite Investment Partners, LLC | 43,630 | $8.74M | 0.33% | 00.0% | Unchanged |
| Asset Planning Services Inc | 43,577 | $8.73M | 4.88% | −565−1.3% | Reduced |
| Fifth Third Wealth Advisors LLC | 43,557 | $8.72M | 1.36% | +9,273+27.0% | Added |
| Summit Trail Advisors, LLC | 43,352 | $8.68M | 0.23% | +11,813+37.5% | Added |
| Peterson Wealth Services | 43,230 | $8.66M | 3.15% | −1,491−3.3% | Reduced |
| SevenBridge Financial Group, LLC | 45,444 | $8.66M | 1.96% | −1,804−3.8% | Reduced |
| Beacon Financial Group | 43,196 | $8.65M | 0.99% | −1,115−2.5% | Reduced |
| Marex Group plc | 43,192 | $8.65M | 0.28% | −7,773−15.3% | Reduced |
| ExodusPoint Capital Management, LP | 43,159 | $8.64M | 0.11% | +43,159 | New |
| Advocate Group LLC | 43,156 | $8.64M | 1.72% | +4,446+11.5% | Added |
| Harvey Capital Management Inc | 43,142 | $8.64M | 2.53% | −100−0.2% | Reduced |
| Girard Partners Ltd. | 43,044 | $8.62M | 0.81% | −30,349−41.4% | Reduced |
| Sage Mountain Advisors LLC | 42,994 | $8.61M | 0.90% | +806+1.9% | Added |
| Strategic Advisors LLC | 42,814 | $8.58M | 1.69% | −1,545−3.5% | Reduced |
| Baader Bank INC | 42,716 | $8.56M | 0.70% | −1,690−3.8% | Reduced |
| Intrust Bank NA | 42,646 | $8.54M | 0.92% | −764−1.8% | Reduced |
| American Trust | 42,592 | $8.53M | 0.78% | −2,565−5.7% | Reduced |
| Townsend Asset Management Corp | 42,541 | $8.52M | 3.39% | +1,052+2.5% | Added |
| Maltese Capital Management LLC | 42,500 | $8.51M | 1.64% | +36,000+553.8% | Added |
| Concentric Wealth Management, LLC | 42,500 | $8.51M | 2.27% | −423−1.0% | Reduced |
| GQG Partners LLC | 42,385 | $8.49M | 0.01% | +796+1.9% | Added |
| Traynor Capital Management, Inc. | 42,325 | $8.48M | 0.81% | +712+1.7% | Added |
| Kavar Capital Partners Group, LLC | 42,300 | $8.47M | 1.56% | −41,090−49.3% | Reduced |
| Arrow Financial Corp | 42,141 | $8.44M | 0.84% | −2,615−5.8% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 41,947 | $8.40M | 6.79% | +1,728+4.3% | Added |
| Jacobi Capital Management LLC | 41,906 | $8.39M | 0.78% | −5,775−12.1% | Reduced |
| Concord Investment Counsel Inc. | 41,836 | $8.38M | 3.02% | +41,836 | New |
| Wetzel Investment Advisors, Inc. | 46,227 | $8.38M | 4.93% | −788−1.7% | Reduced |
| Brighton Jones LLC | 41,771 | $8.37M | 0.30% | +1,122+2.8% | Added |
| Arvest Investments, Inc. | 41,658 | $8.34M | 1.32% | −4,142−9.0% | Reduced |
| Providence Capital Advisors, LLC | 41,548 | $8.32M | 1.82% | +690+1.7% | Added |
| Beverly Hills Private Wealth, LLC | 41,530 | $8.32M | 1.92% | +775+1.9% | Added |
| Mandatum Life Insurance Co Ltd | 41,502 | $8.31M | 2.78% | 00.0% | Unchanged |
| Optimas Capital Ltd | 41,500 | $8.31M | 7.27% | +30,047+262.4% | Added |
| First Nebraska Trust Co | 41,455 | $8.30M | 0.86% | −120−0.3% | Reduced |
| DT Investment Partners, LLC | 41,432 | $8.30M | 0.84% | −125−0.3% | Reduced |
| Concentric Capital Strategies, LP | 41,395 | $8.29M | 0.53% | −14,846−26.4% | Reduced |
| AlTi Global, Inc. | 41,427 | $8.29M | 0.23% | −2,977−6.7% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 41,366 | $8.29M | 2.03% | −1,933−4.5% | Reduced |
| Claro Advisors LLC | 41,339 | $8.28M | 1.44% | +574+1.4% | Added |
| Unison Asset Management LLC | 41,180 | $8.25M | 4.32% | −335−0.8% | Reduced |
| Hilltop Holdings Inc. | 41,150 | $8.24M | 0.92% | −3,702−8.3% | Reduced |
| Confluence Wealth Services, Inc. | 41,133 | $8.24M | 0.74% | +1,103+2.8% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 41,063 | $8.22M | 0.88% | +454+1.1% | Added |
| Selway Asset Management | 41,037 | $8.22M | 3.28% | −80−0.2% | Reduced |
| RBF Capital, LLC | 41,000 | $8.21M | 0.46% | 00.0% | Unchanged |
| Fusion Capital, LLC | 40,945 | $8.20M | 3.75% | −799−1.9% | Reduced |
| Chronos Wealth Management, LLC | 40,695 | $8.15M | 4.77% | −144−0.4% | Reduced |
| Jaffetilchin Investment Partners, LLC | 40,440 | $8.10M | 0.73% | +1,597+4.1% | Added |
| Alpha Omega Wealth Management LLC | 40,367 | $8.09M | 1.50% | −1,806−4.3% | Reduced |
| Parcion Private Wealth LLC | 40,324 | $8.08M | 0.71% | −1,104−2.7% | Reduced |
| Bristlecone Advisors, LLC | 40,234 | $8.06M | 0.71% | −309−0.8% | Reduced |
| Hennessy Advisors Inc | 40,200 | $8.05M | 0.34% | −17,550−30.4% | Reduced |
| Hilton Capital Management, LLC | 40,162 | $8.04M | 0.72% | +45+0.1% | Added |