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 |
|---|---|---|---|---|---|
| Raab & Moskowitz Asset Management LLC | 18,976 | $3.80M | 1.06% | +44+0.2% | Added |
| New Republic Capital, LLC | 18,975 | $3.80M | 2.41% | +6,778+55.6% | Added |
| Oak Asset Management, LLC | 18,949 | $3.80M | 1.42% | −60−0.3% | Reduced |
| Investment Partners, Ltd. | 18,947 | $3.80M | 1.72% | −355−1.8% | Reduced |
| Blueprint Investment Partners LLC | 18,940 | $3.79M | 0.75% | +948+5.3% | Added |
| Banco de Sabadell, S.A | 18,958 | $3.79M | 2.83% | −1,072−5.4% | Reduced |
| Canton Hathaway, LLC | 18,939 | $3.79M | 1.02% | −700−3.6% | Reduced |
| Miller Investment Management, LP | 18,935 | $3.79M | 0.48% | 00.0% | Unchanged |
| Twin City Private Wealth, LLC | 18,902 | $3.79M | 3.73% | +18,902 | New |
| Raelipskie Partnership | 18,874 | $3.78M | 2.15% | −643−3.3% | Reduced |
| Norden Group LLC | 18,869 | $3.78M | 0.77% | +18,869 | New |
| WT Wealth Management | 18,862 | $3.78M | 1.35% | −456−2.4% | Reduced |
| Graybill Bartz & Assoc Ltd | 18,849 | $3.78M | 1.59% | −37−0.2% | Reduced |
| Criterion Capital Advisors, LLC | 18,835 | $3.77M | 2.51% | +663+3.6% | Added |
| JT Stratford LLC | 18,802 | $3.77M | 0.75% | −568−2.9% | Reduced |
| Aureus Asset Management, LLC | 18,776 | $3.76M | 0.26% | −501−2.6% | Reduced |
| Van Cleef Asset Management,Inc | 18,744 | $3.75M | 0.47% | −110−0.6% | Reduced |
| Alexander Randolph Advisory, Inc. | 18,690 | $3.74M | 3.28% | −239−1.3% | Reduced |
| Karpas Strategies, LLC | 18,669 | $3.74M | 1.16% | +38+0.2% | Added |
| River Street Advisors LLC | 18,651 | $3.74M | 2.52% | +841+4.7% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 18,648 | $3.74M | 1.06% | +586+3.2% | Added |
| Coastal Investment Advisors, Inc. | 18,646 | $3.73M | 0.77% | +1,094+6.2% | Added |
| Morningstar Investment Management LLC | 18,631 | $3.73M | 0.40% | +680+3.8% | Added |
| Congress Park Capital LLC | 18,632 | $3.73M | 1.65% | −1,300−6.5% | Reduced |
| Register Financial Advisors LLC | 18,615 | $3.73M | 1.93% | +838+4.7% | Added |
| Sawyer & Company, Inc | 18,590 | $3.72M | 1.49% | −10−0.1% | Reduced |
| Nwam LLC | 19,240 | $3.71M | 0.30% | −1,533−7.4% | Reduced |
| Baker Tilly Wealth Management, LLC | 18,500 | $3.71M | 0.67% | −1,939−9.5% | Reduced |
| Arbor Trust Wealth Advisors, LLC | 18,829 | $3.70M | 2.03% | +220+1.2% | Added |
| Advisor OS, LLC | 18,467 | $3.70M | 0.43% | +2,564+16.1% | Added |
| Snider Financial Group | 18,443 | $3.69M | 1.54% | +160+0.9% | Added |
| Aspen Investment Management Inc | 18,433 | $3.69M | 1.88% | −83−0.4% | Reduced |
| Cove Private Wealth, LLC | 18,400 | $3.69M | 3.15% | 00.0% | Unchanged |
| Oak Family Advisors, LLC | 18,337 | $3.67M | 1.41% | −136−0.7% | Reduced |
| Advisor Resource Council | 21,571 | $3.67M | 1.56% | −6,401−22.9% | Reduced |
| Integrated Investment Consultants, LLC | 18,323 | $3.67M | 1.01% | +36+0.2% | Added |
| WP Advisors, LLC | 18,297 | $3.66M | 1.20% | −183−1.0% | Reduced |
| World Equity Group, Inc. | 18,273 | $3.66M | 0.75% | +230+1.3% | Added |
| Worth Financial Advisory Group, LLC | 18,256 | $3.66M | 2.53% | +751+4.3% | Added |
| Winton Group Ltd | 18,251 | $3.66M | 0.26% | −465−2.5% | Reduced |
| Ethos Financial Group, LLC | 18,231 | $3.65M | 0.69% | −330−1.8% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 18,225 | $3.65M | 0.11% | −40−0.2% | Reduced |
| Goldstone Financial Group, LLC | 18,199 | $3.65M | 0.84% | −97−0.5% | Reduced |
| MeadowBrook Investment Advisors LLC | 18,191 | $3.64M | 3.39% | −764−4.0% | Reduced |
| Tranquility Partners, LLC | 18,185 | $3.64M | 1.41% | −410−2.2% | Reduced |
| Wynn Capital, LLC | 18,142 | $3.63M | 2.81% | −422−2.3% | Reduced |
| Tandem Capital Management Corp | 18,115 | $3.63M | 2.06% | −135−0.7% | Reduced |
| Channel Wealth LLC | 18,095 | $3.62M | 1.46% | +427+2.4% | Added |
| Aries Wealth Management | 18,062 | $3.62M | 1.17% | −135−0.7% | Reduced |
| Peoples Financial Services Corp. | 18,040 | $3.61M | 1.57% | −663−3.5% | Reduced |
| Center for Financial Planning, Inc. | 18,017 | $3.61M | 0.54% | +521+3.0% | Added |
| Moseley Investment Management Inc | 18,009 | $3.61M | 1.79% | +100+0.6% | Added |
| L & S Advisors Inc | 17,997 | $3.60M | 0.41% | −46,352−72.0% | Reduced |
| Smith, Moore & Co. | 17,947 | $3.59M | 0.38% | −48−0.3% | Reduced |
| Oak Harbor Wealth Partners, LLC | 17,943 | $3.59M | 1.12% | −49−0.3% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 17,909 | $3.59M | 0.53% | −144−0.8% | Reduced |
| Walleye Capital LLC | 17,897 | $3.58M | 0.04% | +17,897 | New |
| Dumont & Blake Investment Advisors LLC | 17,879 | $3.58M | 1.03% | −20.0% | Reduced |
| Engineers Gate Manager LP | 17,868 | $3.58M | 0.09% | +17,868 | New |
| Rollins Financial Advisors, LLC | 17,831 | $3.57M | 0.67% | +2,932+19.7% | Added |
| Hanson & Doremus Investment Management | 17,827 | $3.57M | 0.62% | −385−2.1% | Reduced |
| Good Life Advisors, LLC | 17,827 | $3.57M | 0.32% | +20.0% | Added |
| Home Federal Bank of Tennessee | 17,808 | $3.57M | 1.10% | 00.0% | Unchanged |
| Everett Harris & Co | 17,790 | $3.56M | 0.05% | +146+0.8% | Added |
| Valley Brook Capital Group | 22,582 | $3.56M | 2.84% | −1,472−6.1% | Reduced |
| Nvest Financial, LLC | 17,765 | $3.56M | 2.37% | +527+3.1% | Added |
| Central Pacific Bank - Trust Division | 17,881 | $3.56M | 0.44% | +17,881 | New |
| Game Plan Financial Advisors, LLC | 17,743 | $3.55M | 1.80% | +650+3.8% | Added |
| Slagle Financial, LLC | 17,725 | $3.55M | 1.93% | −32,453−64.7% | Reduced |
| Entropy Technologies, LP | 17,686 | $3.54M | 0.38% | +17,686 | New |
| Source Financial Advisors LLC | 17,679 | $3.54M | 1.07% | −9,642−35.3% | Reduced |
| Wrapmanager Inc | 17,662 | $3.54M | 0.98% | +4,779+37.1% | Added |
| Affinity Wealth Management LLC | 17,660 | $3.54M | 0.66% | −45−0.3% | Reduced |
| Cedar Brook Financial Partners, LLC | 17,635 | $3.53M | 0.70% | +18+0.1% | Added |
| Pegasus Partners Ltd. | 17,627 | $3.53M | 0.37% | +38+0.2% | Added |
| Condor Capital Management | 17,603 | $3.53M | 0.35% | −397−2.2% | Reduced |
| Chesapeake Asset Management LLC | 17,579 | $3.52M | 3.49% | −926−5.0% | Reduced |
| Bull Street Advisors, LLC | 17,568 | $3.52M | 1.68% | −17−0.1% | Reduced |
| Aull & Monroe Investment Management Corp | 17,543 | $3.51M | 1.61% | −457−2.5% | Reduced |
| Vectors Research Management, LLC | 17,520 | $3.51M | 0.99% | −27,083−60.7% | Reduced |
| Garrett Investment Advisors LLC | 17,490 | $3.50M | 0.44% | +101+0.6% | Added |
| White Pine Capital LLC | 18,257 | $3.50M | 1.33% | +546+3.1% | Added |
| Secure Asset Management, LLC | 17,410 | $3.49M | 0.82% | −2,181−11.1% | Reduced |
| Quadrant Private Wealth Management, LLC | 17,388 | $3.48M | 0.88% | −7,921−31.3% | Reduced |
| New Potomac Partners, LLC | 17,375 | $3.48M | 1.93% | −1,673−8.8% | Reduced |
| Central Bank & Trust Co | 17,368 | $3.48M | 0.50% | +535+3.2% | Added |
| Atlantic Edge Private Wealth Management, LLC | 17,358 | $3.48M | 1.20% | +516+3.1% | Added |
| Asahi Life Asset Management Co., Ltd. | 17,323 | $3.47M | 2.08% | −5,280−23.4% | Reduced |
| 3Chopt Investment Partners, LLC | 17,297 | $3.46M | 1.42% | +40+0.2% | Added |
| Forza Wealth Management, LLC | 17,204 | $3.45M | 1.79% | −250−1.4% | Reduced |
| Financial Planning & Information Services, Inc. | 17,193 | $3.44M | 0.52% | −259−1.5% | Reduced |
| Waterloo Capital, L.P. | 17,167 | $3.44M | 0.44% | +367+2.2% | Added |
| Mather Group, LLC. | 20,178 | $3.43M | 0.05% | −315−1.5% | Reduced |
| Moser Wealth Advisors, LLC | 17,134 | $3.43M | 1.91% | −225−1.3% | Reduced |
| Synergy Financial Management, LLC | 17,097 | $3.42M | 0.58% | −13,141−43.5% | Reduced |
| Avidian Wealth Solutions, LLC | 17,084 | $3.42M | 0.18% | +4,909+40.3% | Added |
| L.M. Kohn & Company | 17,028 | $3.41M | 0.96% | +779+4.8% | Added |
| LGT Fund Management Co Ltd. | 17,010 | $3.41M | 1.42% | +140+0.8% | Added |
| Skopos Labs, Inc. | 17,121 | $3.41M | 1.47% | −20.0% | Reduced |
| Benin Management CORP | 16,987 | $3.40M | 1.08% | −459−2.6% | Reduced |