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 |
|---|---|---|---|---|---|
| Bill Few Associates, Inc. | 34,883 | $6.99M | 2.83% | +974+2.9% | Added |
| Ameritas Investment Partners, Inc. | 34,673 | $6.95M | 0.24% | −1,011−2.8% | Reduced |
| Pathway Financial Advisers, LLC | 34,638 | $6.94M | 2.50% | −1,978−5.4% | Reduced |
| McBroom & Associates, LLC | 34,600 | $6.93M | 4.56% | −398−1.1% | Reduced |
| Kingswood Wealth Advisors, LLC | 34,526 | $6.92M | 0.80% | −7,291−17.4% | Reduced |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 34,500 | $6.91M | 0.16% | +34,500 | New |
| Paradigm Financial Partners, LLC | 34,317 | $6.87M | 1.48% | +489+1.4% | Added |
| Marcum Wealth, LLC | 34,208 | $6.85M | 0.69% | −935−2.7% | Reduced |
| Little House Capital LLC | 34,192 | $6.85M | 2.27% | +2,821+9.0% | Added |
| Trust Asset Management LLC | 34,101 | $6.83M | 0.60% | −90−0.3% | Reduced |
| MSA Advisors, LLC | 34,100 | $6.83M | 2.04% | −3,050−8.2% | Reduced |
| Palmer Knight Co | 34,064 | $6.82M | 3.32% | +735+2.2% | Added |
| DCM Advisors, LLC | 34,060 | $6.82M | 2.81% | −9,640−22.1% | Reduced |
| Stone Point Wealth LLC | 34,049 | $6.82M | 2.37% | −1,591−4.5% | Reduced |
| Argyle Capital Management Inc. | 33,927 | $6.80M | 2.63% | −1,400−4.0% | Reduced |
| Aquatic Capital Management LLC | 33,900 | $6.79M | 0.22% | −217,900−86.5% | Reduced |
| Imprint Wealth LLC | 34,120 | $6.79M | 1.65% | +21,596+172.4% | Added |
| Alexander Labrunerie & Co., Inc. | 33,713 | $6.75M | 3.77% | +33,713 | New |
| Roberts Wealth Advisors, LLC | 36,920 | $6.75M | 2.52% | −147−0.4% | Reduced |
| Johnson Financial Group, Inc. | 33,700 | $6.75M | 0.36% | −586−1.7% | Reduced |
| NTV Asset Management LLC | 33,690 | $6.75M | 1.03% | +415+1.2% | Added |
| Citizens Business Bank | 33,621 | $6.73M | 1.40% | −545−1.6% | Reduced |
| Patten Group, Inc. | 33,534 | $6.72M | 1.65% | +110+0.3% | Added |
| Ethic Inc. | 33,475 | $6.71M | 0.17% | +1,283+4.0% | Added |
| Globeflex Capital L P | 33,400 | $6.69M | 0.65% | 00.0% | Unchanged |
| Duff & Phelps Investment Management Co | 33,356 | $6.68M | 0.08% | +1,134+3.5% | Added |
| Mitchell McLeod Pugh & Williams Inc | 33,344 | $6.68M | 1.61% | −18−0.1% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 33,300 | $6.67M | 0.16% | −271,309−89.1% | Reduced |
| Family Legacy, Inc. | 33,284 | $6.67M | 2.40% | −674−2.0% | Reduced |
| Amica Mutual Insurance Co | 33,128 | $6.64M | 0.68% | −15,329−31.6% | Reduced |
| Clarity Wealth Advisors, LLC | 33,090 | $6.63M | 2.24% | +342+1.0% | Added |
| Arete Wealth Advisors, LLC | 33,088 | $6.62M | 0.61% | −1,774−5.1% | Reduced |
| Centaurus Financial, Inc. | 33,068 | $6.62M | 0.46% | +1,956+6.3% | Added |
| WCG Wealth Advisors LLC | 33,028 | $6.62M | 0.55% | −8,885−21.2% | Reduced |
| Kentucky Farm Bureau Mutual Insurance Co | 33,000 | $6.61M | 1.56% | 00.0% | Unchanged |
| Monticello Wealth Management, LLC | 32,999 | $6.61M | 0.60% | −1,937−5.5% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 32,973 | $6.60M | 0.39% | +14,015+73.9% | Added |
| Semmax Financial Advisors Inc. | 33,230 | $6.60M | 2.17% | −6,635−16.6% | Reduced |
| Bell & Brown Wealth Advisors, LLC | 32,965 | $6.60M | 2.83% | −741−2.2% | Reduced |
| Paradigm Asset Management Co LLC | 32,891 | $6.59M | 1.67% | −400−1.2% | Reduced |
| Moody National Bank Trust Division | 32,881 | $6.59M | 0.52% | −330−1.0% | Reduced |
| L2 Asset Management, LLC | 32,876 | $6.59M | 2.16% | +1,274+4.0% | Added |
| Ahl Investment Management, Inc. | 32,800 | $6.57M | 5.04% | −50−0.2% | Reduced |
| Ransom Advisory, Ltd | 32,761 | $6.56M | 3.50% | +32,761 | New |
| Creegan & Nassoura Financial Group, LLC | 32,744 | $6.56M | 4.39% | −375−1.1% | Reduced |
| Udine Wealth Management, Inc. | 32,633 | $6.54M | 4.56% | −6,003−15.5% | Reduced |
| Forte Capital LLC | 32,534 | $6.52M | 0.81% | −3,448−9.6% | Reduced |
| Stonebrook Private Inc. | 32,527 | $6.52M | 1.90% | +2,152+7.1% | Added |
| Nikulski Financial, Inc. | 32,469 | $6.50M | 2.16% | +10.0% | Added |
| Inscription Capital, LLC | 32,315 | $6.47M | 1.07% | +20,377+170.7% | Added |
| Financial Advisory Service, Inc. | 32,271 | $6.46M | 0.57% | +562+1.8% | Added |
| IFG Advisory, LLC | 32,234 | $6.46M | 0.48% | +245+0.8% | Added |
| Greenline Partners, LLC | 32,220 | $6.45M | 1.03% | −386−1.2% | Reduced |
| Csenge Advisory Group | 32,209 | $6.45M | 0.36% | +45+0.1% | Added |
| Field & Main Bank | 32,159 | $6.44M | 2.50% | −52−0.2% | Reduced |
| Gunn & Co Investment Management, Inc. | 32,074 | $6.42M | 4.83% | −354,185−91.7% | Reduced |
| Pegasus Asset Management, Inc. | 31,967 | $6.40M | 2.48% | +198+0.6% | Added |
| Exencial Wealth Advisors, LLC | 31,966 | $6.40M | 0.24% | +2,199+7.4% | Added |
| E&G Advisors, LP | 31,962 | $6.40M | 2.01% | +614+2.0% | Added |
| Valmark Advisers, Inc. | 31,872 | $6.38M | 0.11% | +1,758+5.8% | Added |
| Arden Trust Co | 31,848 | $6.38M | 0.89% | −185−0.6% | Reduced |
| Chapin Davis, Inc. | 31,835 | $6.38M | 2.33% | −463−1.4% | Reduced |
| West Branch Capital LLC | 31,824 | $6.37M | 2.57% | +1,641+5.4% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 31,736 | $6.36M | 2.64% | −614−1.9% | Reduced |
| Leith Wheeler Investment Counsel Ltd. | 31,684 | $6.35M | 0.62% | −23,287−42.4% | Reduced |
| Brooks, Moore & Associates, Inc. | 31,665 | $6.34M | 4.07% | −125−0.4% | Reduced |
| Nilsine Partners, LLC | 31,665 | $6.34M | 0.87% | +3,080+10.8% | Added |
| Addison Capital Co | 31,650 | $6.34M | 3.15% | +3,956+14.3% | Added |
| Washington Trust Advisors, Inc. | 31,637 | $6.34M | 0.58% | −507−1.6% | Reduced |
| Western Wealth Management, LLC | 31,608 | $6.33M | 0.49% | −19,323−37.9% | Reduced |
| Wedmont Private Capital | 32,102 | $6.33M | 0.46% | +1,662+5.5% | Added |
| Bank of New Hampshire | 31,588 | $6.33M | 1.66% | −40.0% | Reduced |
| Coastline Trust Co | 31,544 | $6.32M | 0.76% | +8,517+37.0% | Added |
| Lincoln Capital LLC | 31,475 | $6.30M | 1.40% | −213−0.7% | Reduced |
| WealthPLAN Partners, LLC | 31,447 | $6.30M | 0.65% | −1,745−5.3% | Reduced |
| Eudaimonia Partners, LLC | 31,403 | $6.29M | 1.50% | +30+0.1% | Added |
| Everpar Advisors LLC | 31,374 | $6.28M | 3.82% | −928−2.9% | Reduced |
| Bedel Financial Consulting, Inc. | 31,341 | $6.28M | 0.98% | +459+1.5% | Added |
| Abbot Financial Management, Inc. | 31,320 | $6.27M | 3.46% | −106−0.3% | Reduced |
| Legacy CG, LLC | 31,292 | $6.27M | 2.27% | −702−2.2% | Reduced |
| Silvant Capital Management LLC | 31,284 | $6.27M | 0.30% | 00.0% | Unchanged |
| MidWestOne Financial Group, Inc. | 31,242 | $6.26M | 1.12% | +35+0.1% | Added |
| Beacon Harbor Wealth Advisors, Inc. | 31,177 | $6.25M | 1.65% | −597−1.9% | Reduced |
| Kovack Advisors, Inc. | 31,178 | $6.24M | 0.76% | −6,133−16.4% | Reduced |
| Ironvine Capital Partners, LLC | 31,164 | $6.24M | 0.68% | 00.0% | Unchanged |
| Churchill Management Corp | 30,987 | $6.21M | 0.08% | −28−0.1% | Reduced |
| EFG Asset Management (Americas) Corp. | 30,985 | $6.21M | 1.89% | −15,098−32.8% | Reduced |
| R.m.sincerbeaux Capital Management LLC | 30,970 | $6.20M | 3.94% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 30,936 | $6.20M | 1.00% | +3,017+10.8% | Added |
| Cary Street Partners Asset Management LLC | 30,863 | $6.18M | 0.96% | −1,219−3.8% | Reduced |
| Argent Advisors, Inc. | 30,793 | $6.17M | 2.44% | −463−1.5% | Reduced |
| TRUE Private Wealth Advisors | 30,792 | $6.17M | 0.71% | −6,524−17.5% | Reduced |
| Farther Finance Advisors, LLC | 30,983 | $6.16M | 0.37% | +3,884+14.3% | Added |
| StoneX Group Inc. | 30,722 | $6.15M | 0.55% | +2,111+7.4% | Added |
| RDA Financial Network | 30,703 | $6.15M | 2.11% | +198+0.6% | Added |
| Prosperity Consulting Group, LLC | 30,683 | $6.15M | 0.77% | +1,777+6.1% | Added |
| Regal Investment Advisors LLC | 30,642 | $6.14M | 0.42% | −1,739−5.4% | Reduced |
| Chicago Trust Co NA | 30,620 | $6.13M | 1.27% | +579+1.9% | Added |
| Hamilton Point Investment Advisors, LLC | 30,570 | $6.12M | 1.20% | −719−2.3% | Reduced |
| 9258 Wealth Management, LLC | 30,560 | $6.12M | 0.95% | +403+1.3% | Added |