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 |
|---|---|---|---|---|---|
| Cigna Investments Inc | 30,546 | $6.12M | 1.16% | −315−1.0% | Reduced |
| Sandhill Capital Partners LLC | 30,504 | $6.11M | 0.49% | −468−1.5% | Reduced |
| Wealth Effects LLC | 30,477 | $6.10M | 2.25% | −1,873−5.8% | Reduced |
| Green Square Capital Advisors LLC | 30,456 | $6.10M | 0.81% | −1,351−4.2% | Reduced |
| Covenant Asset Management, LLC | 30,431 | $6.10M | 1.48% | +1,195+4.1% | Added |
| Rockline Wealth Management, LLC | 30,418 | $6.09M | 2.13% | +544+1.8% | Added |
| LVW Advisors, LLC | 30,395 | $6.09M | 1.03% | −1,405−4.4% | Reduced |
| RMR Wealth Builders | 30,382 | $6.09M | 0.74% | +1,526+5.3% | Added |
| Northern Oak Wealth Management Inc | 30,361 | $6.08M | 0.72% | −15,892−34.4% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 30,260 | $6.07M | 0.84% | +10,954+56.7% | Added |
| Zevenbergen Capital Investments LLC | 30,318 | $6.07M | 0.13% | −70−0.2% | Reduced |
| Hengehold Capital Management LLC | 30,276 | $6.06M | 0.65% | −362−1.2% | Reduced |
| MSH Capital Advisors LLC | 30,216 | $6.05M | 2.13% | −349−1.1% | Reduced |
| Union Heritage Capital, LLC | 30,205 | $6.05M | 2.40% | +4,605+18.0% | Added |
| Formidable Asset Management, LLC | 30,196 | $6.05M | 0.99% | +19,446+180.9% | Added |
| BigSur Wealth Management LLC | 30,134 | $6.04M | 1.89% | +30,134 | New |
| Hallmark Capital Management Inc | 30,123 | $6.03M | 0.45% | −3,690−10.9% | Reduced |
| Lombard Odier Asset Management (USA) Corp | 30,100 | $6.03M | 0.87% | +3,100+11.5% | Added |
| Stamos Capital Partners, L.P. | 30,050 | $6.02M | 1.37% | −15,670−34.3% | Reduced |
| Allen Holding Inc | 30,000 | $6.01M | 0.76% | 00.0% | Unchanged |
| Bleichroeder LP | 30,000 | $6.01M | 1.50% | 00.0% | Unchanged |
| Buckhead Capital Management LLC | 29,914 | $5.99M | 2.03% | +68+0.2% | Added |
| Lake Street Advisors Group, LLC | 29,902 | $5.99M | 0.28% | −192−0.6% | Reduced |
| Americana Partners, LLC | 29,819 | $5.97M | 0.50% | +309+1.0% | Added |
| Aspiriant, LLC | 29,728 | $5.95M | 0.25% | +320+1.1% | Added |
| Supplemental Annuity Collective Trust of NJ | 29,700 | $5.95M | 1.86% | 00.0% | Unchanged |
| Peddock Capital Advisors, LLC | 29,672 | $5.94M | 1.56% | +590+2.0% | Added |
| BFSG, LLC | 29,644 | $5.94M | 0.79% | −1,296−4.2% | Reduced |
| Atlas Private Wealth Management | 29,624 | $5.93M | 2.49% | +718+2.5% | Added |
| Amarillo National Bank | 29,586 | $5.93M | 1.11% | −200−0.7% | Reduced |
| Focus Financial Network, Inc. | 32,686 | $5.92M | 0.29% | +32,686 | New |
| Herold Advisors, Inc. | 29,510 | $5.91M | 1.43% | −5,459−15.6% | Reduced |
| HCR Wealth Advisors | 29,506 | $5.91M | 0.90% | +645+2.2% | Added |
| Syon Capital LLC | 29,505 | $5.91M | 0.56% | +978+3.4% | Added |
| Gibraltar Capital Management, Inc. | 29,407 | $5.89M | 2.74% | −14,413−32.9% | Reduced |
| RFG Advisory, LLC | 29,401 | $5.89M | 0.20% | +85+0.3% | Added |
| Romano Brothers and Company | 29,396 | $5.89M | 0.81% | −419−1.4% | Reduced |
| WealthShield Partners, LLC | 29,382 | $5.89M | 0.95% | −4,412−13.1% | Reduced |
| MTM Investment Management, LLC | 29,373 | $5.88M | 2.43% | −1,208−4.0% | Reduced |
| Fairhaven Wealth Management, LLC | 29,364 | $5.88M | 2.02% | −646−2.2% | Reduced |
| Atlas Wealth LLC | 29,327 | $5.87M | 2.87% | −96−0.3% | Reduced |
| Scissortail Wealth Management, LLC | 29,318 | $5.87M | 1.55% | −34,137−53.8% | Reduced |
| Resonant Capital Advisors, LLC | 29,304 | $5.87M | 0.50% | +1,514+5.4% | Added |
| EPG Wealth Management LLC | 29,180 | $5.84M | 1.43% | −186−0.6% | Reduced |
| First Business Financial Services, Inc. | 29,102 | $5.83M | 0.63% | −708−2.4% | Reduced |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 29,078 | $5.83M | 0.51% | 00.0% | Unchanged |
| Enterprise Bank & Trust Co | 29,066 | $5.82M | 2.00% | −1,211−4.0% | Reduced |
| Lauterbach Financial Advisors, LLC | 29,028 | $5.81M | 3.82% | −507−1.7% | Reduced |
| Ronald Blue Trust, Inc. | 29,017 | $5.81M | 0.08% | +27+0.1% | Added |
| Shelter Mutual Insurance Co | 29,000 | $5.81M | 1.50% | 00.0% | Unchanged |
| Triangle Securities Wealth Management | 28,882 | $5.79M | 1.65% | −457−1.6% | Reduced |
| Richard Bernstein Advisors LLC | 28,804 | $5.77M | 0.12% | 00.0% | Unchanged |
| Brookmont Capital Management | 28,742 | $5.76M | 3.03% | −316−1.1% | Reduced |
| Monarch Capital Management Inc | 28,736 | $5.76M | 1.62% | −262−0.9% | Reduced |
| Atlantic Trust, LLC | 28,657 | $5.74M | 1.50% | −5,017−14.9% | Reduced |
| Berry Wealth Group, LP | 28,593 | $5.73M | 4.75% | −1,337−4.5% | Reduced |
| Midland Wealth Advisors LLC | 28,584 | $5.73M | 0.35% | +1,724+6.4% | Added |
| Hall Capital Management Co Inc | 28,563 | $5.72M | 2.82% | −350−1.2% | Reduced |
| Proequities, Inc. | 28,535 | $5.72M | 0.37% | +489+1.7% | Added |
| Sunbelt Securities, Inc. | 28,529 | $5.71M | 0.64% | +332+1.2% | Added |
| Mill Creek Capital Advisors, LLC | 28,522 | $5.71M | 0.16% | +742+2.7% | Added |
| Financial Strategies Group, Inc. | 28,977 | $5.71M | 1.54% | +4,119+16.6% | Added |
| MV Capital Management, Inc. | 28,496 | $5.71M | 0.65% | −1,155−3.9% | Reduced |
| Mattern Wealth Management LLC | 28,349 | $5.68M | 1.38% | +609+2.2% | Added |
| Act Two Investors LLC | 28,332 | $5.67M | 1.14% | 00.0% | Unchanged |
| Kinsale Capital Group, Inc. | 28,246 | $5.66M | 2.24% | +4,373+18.3% | Added |
| Marino, Stram & Associates LLC | 28,197 | $5.65M | 1.34% | +64+0.2% | Added |
| CFM Wealth Partners LLC | 28,179 | $5.64M | 1.13% | +779+2.8% | Added |
| Evergreen Private Wealth LLC | 28,178 | $5.64M | 2.83% | −1,043−3.6% | Reduced |
| Strategic Financial Services, Inc, | 28,116 | $5.63M | 0.36% | −799−2.8% | Reduced |
| Trustmark National Bank Trust Department | 28,101 | $5.63M | 0.46% | +5,136+22.4% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 28,085 | $5.63M | 0.36% | +28,085 | New |
| Crystal Rock Capital Management | 28,068 | $5.62M | 3.27% | 00.0% | Unchanged |
| Monetta Financial Services Inc | 28,000 | $5.61M | 5.07% | 00.0% | Unchanged |
| Compton Wealth Advisory Group, LLC | 27,963 | $5.60M | 1.53% | +177+0.6% | Added |
| LJI Wealth Management, LLC | 27,924 | $5.59M | 1.45% | −112−0.4% | Reduced |
| SkyOak Wealth, LLC | 27,894 | $5.59M | 1.34% | +400+1.5% | Added |
| Long Run Wealth Advisors, LLC | 27,888 | $5.59M | 1.47% | −97−0.3% | Reduced |
| Butensky & Cohen Financial Security, Inc | 27,879 | $5.58M | 1.74% | −2,845−9.3% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 27,875 | $5.58M | 1.36% | −793−2.8% | Reduced |
| Headinvest, LLC | 27,851 | $5.58M | 1.09% | −1,271−4.4% | Reduced |
| Old Port Advisors | 27,815 | $5.57M | 1.71% | −311−1.1% | Reduced |
| Connable Office Inc | 27,763 | $5.56M | 0.63% | −1,346−4.6% | Reduced |
| Concord Wealth Partners | 27,727 | $5.55M | 1.00% | +5,858+26.8% | Added |
| Smithfield Trust Co | 27,754 | $5.55M | 0.29% | −1,385−4.8% | Reduced |
| Consolidated Investment Group LLC | 27,692 | $5.55M | 0.90% | 00.0% | Unchanged |
| Athena Investment Management | 27,655 | $5.54M | 3.32% | −669−2.4% | Reduced |
| Alta Capital Management LLC | 27,646 | $5.54M | 0.34% | +874+3.3% | Added |
| Redwood Investments, LLC | 31,521 | $5.53M | 1.62% | −509−1.6% | Reduced |
| Hayek Kallen Investment Management | 27,558 | $5.52M | 2.12% | +301+1.1% | Added |
| Investors Asset Management of Georgia Inc | 27,524 | $5.51M | 2.59% | −1,173−4.1% | Reduced |
| Centre Asset Management, LLC | 27,491 | $5.51M | 1.31% | −1,515−5.2% | Reduced |
| Ironwood Investment Counsel, LLC | 27,476 | $5.50M | 0.97% | −635−2.3% | Reduced |
| J. W. Coons Advisors, LLC | 27,468 | $5.50M | 1.24% | +877+3.3% | Added |
| Icon Advisers Inc | 27,587 | $5.49M | 1.19% | 00.0% | Unchanged |
| Affinity Investment Advisors, LLC | 27,376 | $5.48M | 4.00% | −302−1.1% | Reduced |
| Rehmann Capital Advisory Group | 27,297 | $5.47M | 0.41% | +707+2.7% | Added |
| Buckingham Capital Management, Inc. | 27,283 | $5.46M | 0.67% | −1,057−3.7% | Reduced |
| DRW Securities, LLC | 27,274 | $5.46M | 0.31% | +2,666+10.8% | Added |
| EverSource Wealth Advisors, LLC | 28,489 | $5.46M | 0.43% | +2,977+11.7% | Added |