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 |
|---|---|---|---|---|---|
| Legacy Trust | 40,088 | $8.03M | 2.00% | +3,584+9.8% | Added |
| PDS Planning, Inc | 40,044 | $8.02M | 0.84% | +1,882+4.9% | Added |
| Summerhill Capital Management lnc. | 40,037 | $8.02M | 5.10% | +40,037 | New |
| Quattro Financial Advisors LLC | 40,000 | $8.01M | 2.28% | +40,000 | New |
| McDonald Partners LLC | 39,913 | $7.99M | 2.20% | −2,297−5.4% | Reduced |
| Independent Financial Group, LLC | 39,844 | $7.98M | 0.37% | +5,827+17.1% | Added |
| Owen LaRue, LLC | 39,791 | $7.97M | 4.99% | +12,434+45.5% | Added |
| Hohimer Wealth Management, LLC | 39,728 | $7.96M | 1.86% | +1,226+3.2% | Added |
| Berkshire Bank | 39,723 | $7.96M | 1.98% | −2,084−5.0% | Reduced |
| Legacy Financial Advisors, Inc. | 39,714 | $7.95M | 1.43% | −1,463−3.6% | Reduced |
| Vise Technologies, Inc. | 39,663 | $7.94M | 1.56% | +10,571+36.3% | Added |
| Citizens National Bank Trust Department | 39,636 | $7.94M | 1.84% | −380−0.9% | Reduced |
| J.W. Cole Advisors, Inc. | 39,638 | $7.93M | 0.40% | +740+1.9% | Added |
| Insigneo Advisory Services, LLC | 39,304 | $7.87M | 0.94% | +634+1.6% | Added |
| YHB Investment Advisors, Inc. | 39,232 | $7.86M | 0.70% | +1,598+4.2% | Added |
| McKinley Capital Management LLC /Delaware | 39,230 | $7.86M | 0.94% | −3,290−7.7% | Reduced |
| Giverny Capital Inc.SuperinvestorGiverny Capital | 39,203 | $7.85M | 0.32% | +2,430+6.6% | Added |
| Chemistry Wealth Management LLC | 39,084 | $7.83M | 2.11% | +1,910+5.1% | Added |
| Capital Asset Advisory Services LLC | 39,616 | $7.82M | 0.45% | −202−0.5% | Reduced |
| Lorne Steinberg Wealth Management Inc. | 39,031 | $7.82M | 2.44% | +82+0.2% | Added |
| Van Strum & Towne Inc. | 39,029 | $7.82M | 2.86% | −370−0.9% | Reduced |
| Robertson Stephens Wealth Management, LLC | 39,012 | $7.81M | 0.43% | −76−0.2% | Reduced |
| Summit Financial, LLC | 38,959 | $7.80M | 0.46% | −5,326−12.0% | Reduced |
| Cornercap Investment Counsel Inc | 38,811 | $7.77M | 1.20% | −343−0.9% | Reduced |
| Claar Advisors LLC | 38,800 | $7.77M | 2.50% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 38,798 | $7.77M | 0.81% | +3,923+11.2% | Added |
| Empire Financial Management Company, LLC | 38,752 | $7.76M | 2.57% | +777+2.0% | Added |
| Mechanics Bank Trust Department | 38,750 | $7.76M | 1.14% | +116+0.3% | Added |
| Soltis Investment Advisors LLC | 38,712 | $7.75M | 0.87% | −5,969−13.4% | Reduced |
| Arjuna Capital | 38,610 | $7.73M | 2.19% | +1,761+4.8% | Added |
| Westover Capital Advisors, LLC | 38,531 | $7.72M | 2.26% | −693−1.8% | Reduced |
| Checchi Capital Advisers, LLC | 38,519 | $7.72M | 0.60% | +288+0.8% | Added |
| Howland Capital Management LLC | 38,456 | $7.70M | 0.37% | −992−2.5% | Reduced |
| Allen Capital Group, LLC | 38,439 | $7.70M | 1.12% | +632+1.7% | Added |
| Martin Capital Partners, LLC | 38,419 | $7.70M | 2.95% | −16,480−30.0% | Reduced |
| Peloton Wealth Strategists | 38,413 | $7.69M | 3.13% | +105+0.3% | Added |
| Advanced Asset Management Advisors Inc | 38,303 | $7.67M | 1.90% | +10.0% | Added |
| Qtron Investments LLC | 38,295 | $7.67M | 1.09% | +2,887+8.2% | Added |
| BBR Partners, LLC | 38,230 | $7.66M | 0.61% | +12,793+50.3% | Added |
| IFP Advisors, Inc | 36,405 | $7.65M | 0.34% | −6,572−15.3% | Reduced |
| DLK Investment Management, LLC | 38,118 | $7.64M | 3.25% | −109−0.3% | Reduced |
| Philadelphia Trust Co | 38,064 | $7.62M | 0.61% | +1,710+4.7% | Added |
| Essex LLC | 37,988 | $7.61M | 1.75% | −468−1.2% | Reduced |
| CAPROCK Group, Inc. | 37,930 | $7.60M | 0.44% | +855+2.3% | Added |
| Evexia Wealth LLC | 41,351 | $7.56M | 3.11% | −4,752−10.3% | Reduced |
| tru Independence LLC | 37,695 | $7.55M | 2.22% | −1,090−2.8% | Reduced |
| Copeland Capital Management, LLC | 37,690 | $7.55M | 0.14% | +37,190+7,438.0% | Added |
| Boston Research & Management Inc | 37,689 | $7.55M | 1.87% | −392−1.0% | Reduced |
| Teza Capital Management LLC | 37,547 | $7.52M | 1.00% | +3,523+10.4% | Added |
| Ami Investment Management Inc | 37,536 | $7.52M | 2.73% | −379−1.0% | Reduced |
| Somerset Trust Co | 37,468 | $7.50M | 3.06% | −220−0.6% | Reduced |
| BIT Capital GmbH | 37,184 | $7.45M | 0.66% | +37,184 | New |
| Bridgewater Advisors Inc. | 37,120 | $7.44M | 1.11% | −505−1.3% | Reduced |
| Institutional & Family Asset Management, LLC | 37,067 | $7.42M | 1.19% | −4,899−11.7% | Reduced |
| Harbor Advisory Corp | 37,042 | $7.42M | 2.53% | −200−0.5% | Reduced |
| Concorde Financial Corp | 37,016 | $7.41M | 6.74% | −1,689−4.4% | Reduced |
| Security National Bank | 36,998 | $7.41M | 1.12% | +175+0.5% | Added |
| First Personal Financial Services | 36,954 | $7.40M | 1.72% | −302−0.8% | Reduced |
| Manhattan West Asset Management, LLC | 36,893 | $7.39M | 1.77% | +4,188+12.8% | Added |
| PFG Advisors | 36,871 | $7.39M | 0.54% | −666−1.8% | Reduced |
| Systematic Alpha Investments, LLC | 36,804 | $7.37M | 0.30% | 00.0% | Unchanged |
| White Pine Investment CO | 36,681 | $7.35M | 2.17% | −1,045−2.8% | Reduced |
| Sitrin Capital Management LLC | 36,670 | $7.35M | 4.01% | −724−1.9% | Reduced |
| Baugh & Associates, LLC | 36,622 | $7.34M | 3.90% | +300+0.8% | Added |
| Exchange Capital Management, Inc. | 36,504 | $7.31M | 1.19% | −459−1.2% | Reduced |
| New Hampshire Trust | 36,264 | $7.26M | 1.70% | −226−0.6% | Reduced |
| TFG Advisers LLC | 36,233 | $7.26M | 2.84% | +283+0.8% | Added |
| Sheaff Brock Investment Advisors, LLC | 36,231 | $7.26M | 0.58% | −44,675−55.2% | Reduced |
| Fidelis Capital Partners, LLC | 36,210 | $7.25M | 1.10% | +5,884+19.4% | Added |
| Founders Capital Management | 36,189 | $7.25M | 4.90% | −679−1.8% | Reduced |
| Bowen Hanes & Co Inc | 36,185 | $7.25M | 0.21% | −350−1.0% | Reduced |
| Grey Street Capital, LLC | 36,153 | $7.24M | 0.98% | +29,159+416.9% | Added |
| Mount Yale Investment Advisors, LLC | 36,123 | $7.24M | 0.56% | +20,822+136.1% | Added |
| Souders Financial Advisors | 36,118 | $7.23M | 1.14% | −4,504−11.1% | Reduced |
| Belpointe Asset Management LLC | 36,075 | $7.23M | 0.54% | +3,784+11.7% | Added |
| Excalibur Management Corp | 36,076 | $7.23M | 3.06% | +62+0.2% | Added |
| Parkwood LLC | 36,040 | $7.22M | 0.76% | −1,236−3.3% | Reduced |
| Capital Insight Partners, LLC | 35,985 | $7.21M | 1.35% | −383−1.1% | Reduced |
| Strategic Blueprint, LLC | 35,741 | $7.16M | 0.51% | +1,489+4.3% | Added |
| Chiron Investment Management, LLC | 35,661 | $7.14M | 3.10% | +35,661 | New |
| Capital Investment Counsel, LLC | 35,590 | $7.13M | 1.53% | +15,439+76.6% | Added |
| Cordatus Wealth Management LLC | 35,555 | $7.12M | 5.16% | −55−0.2% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 35,528 | $7.12M | 1.75% | +1,748+5.2% | Added |
| Guyasuta Investment Advisors Inc | 41,829 | $7.12M | 0.52% | 00.0% | Unchanged |
| Blue Fin Capital, Inc. | 35,450 | $7.10M | 1.58% | −277−0.8% | Reduced |
| QV Investors Inc. | 35,310 | $7.07M | 0.61% | −8,130−18.7% | Reduced |
| Gifford Fong Associates | 35,296 | $7.07M | 1.95% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 608,675 | $7.06M | 0.74% | +285,143+88.1% | Added |
| SPC Financial, Inc. | 35,219 | $7.05M | 0.66% | −2,409−6.4% | Reduced |
| Brick & Kyle, Associates | 35,554 | $7.05M | 3.12% | −629−1.7% | Reduced |
| Paradiem, LLC | 35,174 | $7.05M | 1.74% | 00.0% | Unchanged |
| Horan Capital Advisors, LLC. | 35,166 | $7.04M | 2.50% | −318−0.9% | Reduced |
| Lockheed Martin Investment Management Co | 38,740 | $7.04M | 0.51% | +21,990+131.3% | Added |
| Schmidt P J Investment Management Inc | 35,128 | $7.04M | 1.33% | −621−1.7% | Reduced |
| Werlinich Asset Management, LLC | 35,197 | $7.02M | 4.58% | −2,000−5.4% | Reduced |
| Lindbrook Capital, LLC | 35,052 | $7.02M | 0.66% | −1,022−2.8% | Reduced |
| Tradewinds, LLC. | 34,990 | $7.01M | 6.21% | +34,990 | New |
| Sentinel Trust Co Lba | 34,974 | $7.00M | 0.91% | 00.0% | Unchanged |
| Augustine Asset Management Inc | 34,928 | $7.00M | 2.92% | −216−0.6% | Reduced |
| Cottage Street Advisors LLC | 34,901 | $6.99M | 4.24% | −210−0.6% | Reduced |