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 |
|---|---|---|---|---|---|
| Clarius Group, LLC | 27,159 | $5.44M | 0.38% | −2,989−9.9% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 27,149 | $5.44M | 0.29% | +1,330+5.2% | Added |
| Delta Capital Management LLC | 27,145 | $5.44M | 3.60% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 27,034 | $5.42M | 1.08% | +1,324+5.1% | Added |
| Valley National Advisers Inc | 27,032 | $5.41M | 0.82% | −952−3.4% | Reduced |
| GM Advisory Group, Inc. | 27,015 | $5.41M | 0.38% | −306−1.1% | Reduced |
| Cidel Asset Management Inc | 26,959 | $5.40M | 0.41% | −2,493−8.5% | Reduced |
| Monetary Management Group Inc | 26,929 | $5.39M | 1.50% | −75−0.3% | Reduced |
| AdvisorNet Financial, Inc | 26,900 | $5.39M | 0.52% | −1,730−6.0% | Reduced |
| Trust Point Inc. | 26,897 | $5.39M | 0.42% | −2,424−8.3% | Reduced |
| Symmetry Investments LP | 26,891 | $5.39M | 0.56% | −21,475−44.4% | Reduced |
| Montchanin Asset Management, LLC | 26,872 | $5.38M | 5.28% | +26,872 | New |
| SeaCrest Wealth Management, LLC | 26,809 | $5.37M | 0.66% | −5,193−16.2% | Reduced |
| Gryphon Financial Partners LLC | 26,798 | $5.37M | 0.89% | +1,794+7.2% | Added |
| Uncommon Cents Investing LLC | 26,793 | $5.37M | 1.64% | −147−0.5% | Reduced |
| Permanens Capital L.P. | 26,772 | $5.36M | 0.66% | −966−3.5% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 26,828 | $5.34M | 0.63% | +25,857+2,662.9% | Added |
| First PREMIER Bank | 26,666 | $5.34M | 1.41% | −119−0.4% | Reduced |
| Maxwell Wealth Strategies Inc. | 26,785 | $5.34M | 2.71% | +3,935+17.2% | Added |
| Grove Bank & Trust | 26,648 | $5.34M | 0.90% | +2,356+9.7% | Added |
| Vista Investment Management | 26,645 | $5.34M | 2.17% | +14,713+123.3% | Added |
| Montecito Bank & Trust | 26,610 | $5.33M | 1.07% | +523+2.0% | Added |
| Mission Creek Capital Partners, Inc. | 26,571 | $5.32M | 1.38% | +9,248+53.4% | Added |
| Indiana Trust & Investment Management CO | 26,544 | $5.32M | 2.14% | −217−0.8% | Reduced |
| Arlington Financial Advisors, LLC | 26,481 | $5.30M | 1.16% | −929−3.4% | Reduced |
| Parisi Gray Wealth Management | 26,437 | $5.30M | 1.99% | +508+2.0% | Added |
| Atlas Brown,Inc. | 26,423 | $5.29M | 1.93% | −149−0.6% | Reduced |
| Scott & Selber, Inc. | 26,413 | $5.29M | 1.80% | +26+0.1% | Added |
| Hudson Capital Management LLC | 26,300 | $5.27M | 1.82% | −717−2.7% | Reduced |
| Brandywine Oak Private Wealth LLC | 26,247 | $5.26M | 0.55% | +506+2.0% | Added |
| CoreCap Advisors, LLC | 26,240 | $5.26M | 0.28% | +5,275+25.2% | Added |
| Holderness Investments Co | 26,233 | $5.25M | 1.28% | +92+0.4% | Added |
| Modus Advisors, LLC | 26,112 | $5.23M | 1.94% | +336+1.3% | Added |
| Mystic Asset Management, Inc. | 26,072 | $5.22M | 2.16% | +777+3.1% | Added |
| Ables, Iannone, Moore & Associates, Inc. | 26,044 | $5.22M | 3.73% | −145−0.6% | Reduced |
| High Note Wealth, LLC | 26,024 | $5.21M | 1.70% | +1,414+5.7% | Added |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 26,000 | $5.21M | 2.64% | +1,000+4.0% | Added |
| Rowland & Co Investment Counsel | 25,963 | $5.20M | 1.10% | +330+1.3% | Added |
| Gilliland Jeter Wealth Management LLC | 25,899 | $5.19M | 1.81% | +1,945+8.1% | Added |
| TrinityPoint Wealth, LLC | 25,869 | $5.18M | 0.86% | −219−0.8% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 25,866 | $5.18M | 0.82% | +1,246+5.1% | Added |
| Am Investment Strategies LLC | 25,855 | $5.18M | 1.31% | +32+0.1% | Added |
| Evoke Wealth, LLC | 25,844 | $5.18M | 0.15% | +25,844 | New |
| Papp L Roy & Associates | 25,825 | $5.17M | 0.62% | +98+0.4% | Added |
| Malaga Cove Capital, LLC | 25,765 | $5.16M | 2.10% | −198−0.8% | Reduced |
| Mountain Pacific Investment Advisers Inc | 25,676 | $5.14M | 0.29% | −502−1.9% | Reduced |
| BOK Financial Private Wealth, Inc. | 25,630 | $5.13M | 0.38% | −761−2.9% | Reduced |
| Moloney Securities Asset Management, LLC | 25,620 | $5.13M | 0.77% | −2,193−7.9% | Reduced |
| Nan Shan Life Insurance Co., Ltd. | 25,587 | $5.13M | 0.12% | −77,606−75.2% | Reduced |
| M Holdings Securities, Inc. | 25,566 | $5.12M | 0.86% | −7,241−22.1% | Reduced |
| Shoker Investment Counsel, Inc. | 25,721 | $5.12M | 1.83% | −93−0.4% | Reduced |
| Morton Community Bank | 25,452 | $5.10M | 1.47% | +630+2.5% | Added |
| Investment Research & Advisory Group, Inc. | 25,437 | $5.10M | 2.36% | +335+1.3% | Added |
| Liberty Capital Management, Inc. | 25,435 | $5.09M | 1.26% | +86+0.3% | Added |
| Midwest Professional Planners, LTD. | 25,433 | $5.09M | 1.79% | −1,234−4.6% | Reduced |
| Mount Vernon Associates Inc | 25,322 | $5.07M | 4.30% | −40−0.2% | Reduced |
| RB Capital Management, LLC | 25,320 | $5.07M | 1.36% | +1,434+6.0% | Added |
| Calamos Wealth Management LLC | 25,224 | $5.05M | 0.29% | −2,700−9.7% | Reduced |
| Gradient Capital Advisors, LLC | 25,167 | $5.04M | 1.85% | −95−0.4% | Reduced |
| Bank Hapoalim BM | 25,148 | $5.04M | 0.65% | −2,122−7.8% | Reduced |
| Mathes Company, Inc. | 25,043 | $5.02M | 1.88% | −40−0.2% | Reduced |
| Accurate Wealth Management, LLC | 26,993 | $5.02M | 1.46% | +1,887+7.5% | Added |
| Signet Investment Advisory Group, Inc. | 25,029 | $5.01M | 2.74% | +401+1.6% | Added |
| Koshinski Asset Management, Inc. | 25,020 | $5.01M | 0.51% | +11,197+81.0% | Added |
| Nicolet Bankshares Inc | 25,006 | $5.01M | 1.24% | −212−0.8% | Reduced |
| AAFMAA Wealth Management & Trust LLC | 25,000 | $5.01M | 2.73% | −2,240−8.2% | Reduced |
| Eos Management, L.P. | 25,000 | $5.01M | 2.07% | 00.0% | Unchanged |
| Torno Capital, LLC | 25,000 | $5.01M | 1.08% | +25,000 | New |
| S&CO Inc | 24,999 | $5.01M | 0.35% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 24,986 | $5.00M | 1.00% | −159−0.6% | Reduced |
| Fairfield, Bush & Co. | 24,842 | $4.98M | 2.95% | −1,191−4.6% | Reduced |
| Jump Financial, LLC | 24,817 | $4.97M | 0.14% | +20,388+460.3% | Added |
| Summit Global Investments | 24,806 | $4.97M | 0.37% | +2,341+10.4% | Added |
| Greenfield Savings Bank | 24,803 | $4.97M | 2.61% | −205−0.8% | Reduced |
| Wilkins Investment Counsel Inc | 24,782 | $4.96M | 0.72% | +19,612+379.3% | Added |
| Edgestream Partners, L.P. | 24,701 | $4.95M | 0.25% | −5,087−17.1% | Reduced |
| McKinley Carter Wealth Services, Inc. | 24,694 | $4.95M | 0.33% | −3,218−11.5% | Reduced |
| Rosenblum Silverman Sutton S F Inc | 24,663 | $4.94M | 1.40% | −615−2.4% | Reduced |
| Doliver Advisors, LP | 24,653 | $4.94M | 1.39% | −1,828−6.9% | Reduced |
| Founders Financial Alliance, LLC | 24,642 | $4.94M | 1.48% | −398−1.6% | Reduced |
| Newman Dignan & Sheerar, Inc. | 24,627 | $4.93M | 1.32% | −576−2.3% | Reduced |
| United Bank | 24,552 | $4.92M | 2.50% | −683−2.7% | Reduced |
| Octavia Wealth Advisors, LLC | 24,531 | $4.91M | 0.73% | +66+0.3% | Added |
| Red Cedar Investment Management, LLC | 24,379 | $4.88M | 0.61% | 00.0% | Unchanged |
| Strategic Planning Group, LLC | 24,354 | $4.88M | 1.22% | +3,233+15.3% | Added |
| Bank of Stockton | 24,345 | $4.88M | 1.51% | +334+1.4% | Added |
| Roanoke Asset Management Corp | 24,340 | $4.88M | 1.60% | −284−1.2% | Reduced |
| Financial Advocates Investment Management | 24,307 | $4.87M | 0.28% | +452+1.9% | Added |
| SeaBridge Investment Advisors LLC | 24,292 | $4.87M | 1.28% | −697−2.8% | Reduced |
| Andrew Hill Investment Advisors, Inc. | 24,259 | $4.86M | 4.29% | +5,688+30.6% | Added |
| Sterling Investment Advisors, Ltd. | 24,239 | $4.86M | 1.36% | −349−1.4% | Reduced |
| Cornerstone Wealth Management, LLC | 24,224 | $4.85M | 0.39% | −567−2.3% | Reduced |
| SOL Capital Management CO | 24,198 | $4.85M | 0.61% | −1,340−5.2% | Reduced |
| Mechanics Financial Corp | 24,188 | $4.84M | 2.52% | +26+0.1% | Added |
| Harbor Advisors LLC | 24,148 | $4.84M | 0.89% | 00.0% | Unchanged |
| Citizens & Northern Corp | 24,136 | $4.83M | 1.63% | −1,232−4.9% | Reduced |
| Guardian Wealth Advisors, LLC | 24,104 | $4.83M | 0.59% | +80+0.3% | Added |
| NWF Advisory Services Inc. | 24,104 | $4.83M | 0.81% | −2,607−9.8% | Reduced |
| Trinity Legacy Partners, LLC | 24,101 | $4.83M | 1.41% | +723+3.1% | Added |
| Invera Wealth Advisors, LLC | 26,597 | $4.82M | 4.09% | −1,235−4.4% | Reduced |