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 |
|---|---|---|---|---|---|
| Grandfield & Dodd, LLC | 24,045 | $4.82M | 0.30% | −424−1.7% | Reduced |
| Wasatch Advisors Inc | 24,030 | $4.81M | 0.03% | −3,600−13.0% | Reduced |
| Patrick M Sweeney & Associates, Inc | 24,008 | $4.81M | 3.95% | +68+0.3% | Added |
| Lincoln Capital Corp | 23,973 | $4.80M | 2.10% | −444−1.8% | Reduced |
| Winch Advisory Services, LLC | 23,960 | $4.80M | 1.47% | −268−1.1% | Reduced |
| Lincluden Management Ltd | 23,913 | $4.79M | 0.57% | −4,660−16.3% | Reduced |
| Laird Norton Trust Company, LLC | 23,890 | $4.79M | 0.65% | 00.0% | Unchanged |
| Alpha DNA Investment Management LLC | 23,864 | $4.78M | 2.62% | −2,928−10.9% | Reduced |
| Hunter Perkins Capital Management, LLC | 23,832 | $4.77M | 0.98% | −2,760−10.4% | Reduced |
| SYSTM Wealth Solutions LLC | 23,830 | $4.77M | 0.60% | −3,034−11.3% | Reduced |
| Modern Wealth Management, LLC | 23,820 | $4.77M | 0.44% | +22,456+1,646.3% | Added |
| Occidental Asset Management, LLC | 23,778 | $4.76M | 0.89% | +5,318+28.8% | Added |
| Nichols & Pratt Advisers LLP | 23,734 | $4.75M | 0.32% | +10.0% | Added |
| Blue Edge Capital, LLC | 23,737 | $4.75M | 0.79% | +368+1.6% | Added |
| WD Rutherford LLC | 23,678 | $4.74M | 2.45% | −1,483−5.9% | Reduced |
| Blume Capital Management, Inc. | 23,612 | $4.73M | 1.15% | −1,011−4.1% | Reduced |
| Umpqua Bank | 23,559 | $4.72M | 1.94% | +23,559 | New |
| Seascape Capital Management | 23,544 | $4.72M | 1.75% | +162+0.7% | Added |
| WealthPlan Investment Management, LLC | 23,525 | $4.71M | 0.72% | +644+2.8% | Added |
| Convergence Investment Partners, LLC | 23,521 | $4.71M | 1.80% | +890+3.9% | Added |
| CX Institutional | 23,489 | $4.70M | 0.23% | −16,020−40.5% | Reduced |
| Curbstone Financial Management Corp | 23,380 | $4.68M | 1.01% | −550−2.3% | Reduced |
| Richard P Slaughter Associates Inc | 23,376 | $4.68M | 1.13% | −3,035−11.5% | Reduced |
| Studio Investment Management LLC | 23,357 | $4.68M | 1.11% | −1,300−5.3% | Reduced |
| Sheets Smith Wealth Management | 23,350 | $4.68M | 0.52% | +138+0.6% | Added |
| RIA Advisory Group LLC | 23,329 | $4.67M | 1.89% | +23,329 | New |
| Trustco Bank Corp N Y | 23,287 | $4.66M | 4.85% | −1,070−4.4% | Reduced |
| Premier Path Wealth Partners, LLC | 23,268 | $4.66M | 0.88% | −819−3.4% | Reduced |
| Pavion Blue Capital, LLC | 23,255 | $4.66M | 2.30% | −74−0.3% | Reduced |
| Sargent Investment Group, LLC | 23,191 | $4.65M | 1.02% | −4,498−16.2% | Reduced |
| Dudley Capital Management, LLC | 23,347 | $4.64M | 2.71% | +545+2.4% | Added |
| Gables Capital Management Inc. | 23,124 | $4.63M | 2.55% | +100+0.4% | Added |
| Charles Schwab Trust Co | 23,104 | $4.63M | 0.44% | −329−1.4% | Reduced |
| O'Rourke & Company, Inc | 23,041 | $4.62M | 2.68% | +1,171+5.4% | Added |
| IMA Wealth, Inc. | 22,986 | $4.60M | 2.18% | −2,175−8.6% | Reduced |
| SWS Partners | 22,965 | $4.60M | 1.38% | −1,492−6.1% | Reduced |
| Ameliora Wealth Management Ltd. | 22,939 | $4.59M | 2.08% | −81−0.4% | Reduced |
| Delta Financial Group, Inc. | 22,929 | $4.59M | 1.35% | +61+0.3% | Added |
| West Michigan Advisors, LLC | 22,917 | $4.59M | 1.49% | −323−1.4% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 26,931 | $4.58M | 1.75% | −1,451−5.1% | Reduced |
| Lineweaver Wealth Advisors, LLC | 22,782 | $4.57M | 1.08% | +784+3.6% | Added |
| NCM Capital Management, LLC | 22,774 | $4.56M | 2.56% | −22−0.1% | Reduced |
| Adirondack Trust Co | 22,770 | $4.56M | 1.91% | −278−1.2% | Reduced |
| Key Financial Inc | 22,752 | $4.56M | 1.16% | +12+0.1% | Added |
| Sutton Place Investors LLC | 22,725 | $4.55M | 2.25% | +9,626+73.5% | Added |
| Wakefield Asset Management LLLP | 22,713 | $4.55M | 1.57% | −1,053−4.4% | Reduced |
| Transatlantique Private Wealth LLC | 22,712 | $4.55M | 1.98% | −185−0.8% | Reduced |
| Central Valley Advisors, LLC | 22,691 | $4.54M | 2.35% | −320−1.4% | Reduced |
| Hudock, Inc. | 22,690 | $4.54M | 1.00% | −5,423−19.3% | Reduced |
| Highlander Capital Management, LLC | 22,687 | $4.54M | 1.55% | −100−0.4% | Reduced |
| Verition Fund Management LLC | 22,685 | $4.54M | 0.04% | −373−1.6% | Reduced |
| Trifecta Capital Advisors, LLC | 22,636 | $4.53M | 1.10% | +472+2.1% | Added |
| Weil Company, Inc. | 22,551 | $4.52M | 1.79% | −8,830−28.1% | Reduced |
| Certified Advisory Corp | 22,517 | $4.51M | 0.63% | −195−0.9% | Reduced |
| Pacifica Partners Inc. | 23,156 | $4.51M | 2.00% | −236−1.0% | Reduced |
| Capital Investment Advisory Services, LLC | 22,481 | $4.50M | 0.48% | −740−3.2% | Reduced |
| Hoey Investments, Inc | 22,378 | $4.48M | 1.00% | +1,747+8.5% | Added |
| Granite Bay Wealth Management, LLC | 22,378 | $4.48M | 2.55% | −1,302,480−98.3% | Reduced |
| Connecticut Wealth Management, LLC | 22,370 | $4.48M | 0.24% | −2,020−8.3% | Reduced |
| Great Lakes Retirement, Inc. | 22,369 | $4.48M | 0.66% | −302−1.3% | Reduced |
| Liberty One Investment Management, LLC | 22,306 | $4.47M | 0.51% | +781+3.6% | Added |
| Dynasty Wealth Management, LLC | 22,261 | $4.46M | 0.14% | +22,261 | New |
| Account Management LLC | 22,215 | $4.45M | 4.81% | 00.0% | Unchanged |
| Altrius Capital Management Inc | 22,173 | $4.44M | 1.12% | −4,800−17.8% | Reduced |
| Norway Savings Bank | 22,123 | $4.43M | 1.85% | −835−3.6% | Reduced |
| Essex Savings Bank | 26,048 | $4.43M | 1.29% | 00.0% | Unchanged |
| Virginia Wealth Management Group, Inc. | 22,111 | $4.43M | 3.62% | −805−3.5% | Reduced |
| Intrepid Financial Planning Group LLC | 22,096 | $4.43M | 1.91% | +15+0.1% | Added |
| Beaton Management Co. Inc. | 22,043 | $4.42M | 2.40% | −36−0.2% | Reduced |
| EULAV Asset Management | 22,000 | $4.41M | 0.12% | −7,000−24.1% | Reduced |
| Icon Wealth Advisors, LLC | 21,994 | $4.41M | 0.41% | +10,615+93.3% | Added |
| Lodestone Wealth Management LLC | 21,968 | $4.40M | 2.33% | −30−0.1% | Reduced |
| Platte River Wealth Advisors, LLC | 21,922 | $4.39M | 1.25% | +665+3.1% | Added |
| Concord Asset Management, LLC | 21,887 | $4.38M | 1.15% | +2,639+13.7% | Added |
| Cohen Investment Advisors LLC | 21,875 | $4.38M | 2.84% | +375+1.7% | Added |
| Massachusetts Wealth Management | 21,859 | $4.38M | 3.09% | +140+0.6% | Added |
| Advisors Management Group Inc | 21,784 | $4.36M | 1.08% | −1,181−5.1% | Reduced |
| Eagle Capital Management, LLC | 21,783 | $4.36M | 1.96% | +813+3.9% | Added |
| Kampmann Melissa S. | 21,747 | $4.36M | 3.13% | +2,725+14.3% | Added |
| Change Path, LLC | 21,739 | $4.36M | 0.17% | +7,197+49.5% | Added |
| Bowman & Co S.C. | 21,683 | $4.34M | 2.62% | −383−1.7% | Reduced |
| Sugarloaf Wealth Management, LLC | 21,682 | $4.34M | 0.90% | +534+2.5% | Added |
| Bank Ozk | 21,665 | $4.34M | 1.94% | −30.0% | Reduced |
| Argus Investors' Counsel, Inc. | 21,657 | $4.34M | 2.66% | −3,006−12.2% | Reduced |
| apricus wealth, LLC | 21,639 | $4.33M | 3.05% | −11,133−34.0% | Reduced |
| West Oak Capital, LLC | 21,594 | $4.33M | 1.84% | +142+0.7% | Added |
| Marks Group Wealth Management, Inc | 21,583 | $4.32M | 0.45% | −1,834−7.8% | Reduced |
| Sweeney & Michel, LLC | 21,436 | $4.32M | 1.91% | +21,436 | New |
| Financial Advisory Partners, LLC | 21,548 | $4.32M | 1.67% | −3,568−14.2% | Reduced |
| Intellectus Partners, LLC | 21,510 | $4.31M | 1.13% | −35−0.2% | Reduced |
| Pine Ridge Advisers LLC | 21,500 | $4.31M | 0.50% | 00.0% | Unchanged |
| VeraBank, N.A. | 21,491 | $4.30M | 1.34% | −122−0.6% | Reduced |
| Legato Capital Management LLC | 21,465 | $4.30M | 0.52% | 00.0% | Unchanged |
| Edgewood Management LLC | 21,464 | $4.30M | 0.01% | 00.0% | Unchanged |
| Kensington Investment Counsel, LLC | 21,409 | $4.29M | 1.96% | +1,475+7.4% | Added |
| Everhart Financial Group, Inc. | 21,366 | $4.28M | 1.25% | +1,349+6.7% | Added |
| Proquility Private Wealth Partners, LLC | 21,333 | $4.27M | 1.46% | −2,538−10.6% | Reduced |
| Pinkerton Retirement Specialists, LLC | 21,329 | $4.27M | 0.69% | +2,549+13.6% | Added |
| Finer Wealth Management, Inc. | 21,252 | $4.26M | 2.80% | +1,982+10.3% | Added |
| Marathon Capital Management | 21,228 | $4.25M | 1.01% | −175−0.8% | Reduced |