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 |
|---|---|---|---|---|---|
| Fragasso Group Inc. | 14,820 | $2.97M | 0.25% | +301+2.1% | Added |
| Sittner & Nelson, LLC | 14,817 | $2.97M | 1.50% | −795−5.1% | Reduced |
| Gs Investments, Inc. | 14,817 | $2.97M | 1.43% | +55+0.4% | Added |
| Sterling Investment Counsel, LLC | 14,810 | $2.97M | 1.37% | +4,472+43.3% | Added |
| National Philanthropic Trust | 14,766 | $2.96M | 0.06% | +8,229+125.9% | Added |
| Plante Moran Financial Advisors, LLC | 14,729 | $2.95M | 0.32% | −2,311−13.6% | Reduced |
| AlphaStar Capital Management, LLC | 14,694 | $2.94M | 0.30% | +3,830+35.3% | Added |
| Northwest Bank & Trust Co | 15,337 | $2.94M | 2.70% | −293−1.9% | Reduced |
| First Dallas Securities Inc. | 14,672 | $2.94M | 1.35% | −434−2.9% | Reduced |
| Catalyst Financial Partners LLC | 16,319 | $2.94M | 0.76% | +941+6.1% | Added |
| First Commonwealth Financial Corp | 14,667 | $2.94M | 0.78% | −41−0.3% | Reduced |
| GoalVest Advisory LLC | 14,662 | $2.94M | 0.98% | +5,993+69.1% | Added |
| BKM Wealth Management, LLC | 14,660 | $2.94M | 1.26% | +297+2.1% | Added |
| Watts Gwilliam & Co., LLC | 14,570 | $2.94M | 0.91% | +14,570 | New |
| Granite Group Advisors, LLC | 14,658 | $2.94M | 1.98% | −485−3.2% | Reduced |
| Banco BTG Pactual S.A. | 14,738 | $2.93M | 0.91% | +5,893+66.6% | Added |
| Hartford Funds Management Co LLC | 14,638 | $2.93M | 0.28% | +1,481+11.3% | Added |
| MJP Associates Inc | 14,603 | $2.92M | 0.64% | +2,373+19.4% | Added |
| Birmingham Capital Management Co Inc | 14,569 | $2.92M | 1.07% | −583−3.8% | Reduced |
| First Trust Investment Solutions L.P. | 14,553 | $2.92M | 0.51% | +4,722+48.0% | Added |
| Atom Investors LP | 14,551 | $2.91M | 0.37% | +6,375+78.0% | Added |
| LS Investment Advisors, LLC | 14,474 | $2.90M | 0.46% | −716−4.7% | Reduced |
| Benedict Financial Advisors Inc | 14,463 | $2.90M | 0.74% | −69−0.5% | Reduced |
| MB, Levis & Associates, LLC | 14,439 | $2.89M | 1.55% | −22−0.2% | Reduced |
| Amplius Wealth Advisors, LLC | 14,437 | $2.89M | 0.32% | +102+0.7% | Added |
| Jackson Hole Capital Partners, LLC | 14,407 | $2.89M | 0.66% | −77−0.5% | Reduced |
| Winthrop Advisory Group LLC | 14,397 | $2.88M | 0.42% | −172−1.2% | Reduced |
| Jeppson Wealth Management, LLC | 14,337 | $2.87M | 1.11% | −310−2.1% | Reduced |
| Davidson Trust Co | 14,283 | $2.86M | 1.67% | −152−1.1% | Reduced |
| Altman Advisors, Inc. | 14,365 | $2.86M | 1.39% | +286+2.0% | Added |
| Ballast, Inc. | 14,242 | $2.85M | 0.90% | +496+3.6% | Added |
| Resolute Wealth Strategies, LLC | 14,201 | $2.84M | 1.72% | +96+0.7% | Added |
| Orleans Capital Management Corp | 14,188 | $2.84M | 1.87% | −222−1.5% | Reduced |
| Strategic Investment Advisors | 14,148 | $2.83M | 0.36% | −153−1.1% | Reduced |
| Lafayette Investments, Inc. | 14,126 | $2.83M | 0.64% | +106+0.8% | Added |
| Lantern Wealth Advisors, LLC | 14,111 | $2.82M | 1.98% | −99−0.7% | Reduced |
| KLCM Advisors, Inc. | 14,093 | $2.82M | 0.36% | −12,014−46.0% | Reduced |
| Carl P. Sherr & Co., LLC | 14,081 | $2.82M | 1.59% | −247−1.7% | Reduced |
| Optimum Investment Advisors | 14,063 | $2.82M | 1.29% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 14,056 | $2.82M | 1.90% | +48+0.3% | Added |
| CTC LLC | 14,032 | $2.81M | 0.05% | +7,263+107.3% | Added |
| Insight Inv LLC | 14,026 | $2.81M | 2.44% | −20−0.1% | Reduced |
| Guardian Capital LP | 14,004 | $2.81M | 0.10% | −1,876−11.8% | Reduced |
| Wulff, Hansen & Co. | 13,993 | $2.80M | 2.80% | −95−0.7% | Reduced |
| Aprio Wealth Management, LLC | 13,954 | $2.80M | 0.55% | +7,269+108.7% | Added |
| Etesian Wealth Advisors, Inc. | 13,933 | $2.79M | 1.60% | −1,350−8.8% | Reduced |
| S.E.E.D. Planning Group LLC | 13,917 | $2.79M | 1.02% | −707−4.8% | Reduced |
| Rockingstone Advisors LLC | 13,916 | $2.79M | 1.44% | −40−0.3% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 13,878 | $2.78M | 0.01% | +2,642+23.5% | Added |
| Proficio Capital Partners LLC | 13,877 | $2.78M | 0.31% | +542+4.1% | Added |
| Pekin Hardy Strauss, Inc. | 13,871 | $2.78M | 0.38% | +2,600+23.1% | Added |
| Kiley Juergens Wealth Management, LLC | 13,829 | $2.77M | 0.86% | +662+5.0% | Added |
| Signature Wealth Management Partners, LLC | 13,814 | $2.77M | 2.25% | −6,442−31.8% | Reduced |
| Corrado Advisors, LLC | 13,803 | $2.76M | 1.82% | −592−4.1% | Reduced |
| Hamel Associates, Inc. | 13,747 | $2.75M | 0.88% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 13,680 | $2.74M | 0.70% | −196−1.4% | Reduced |
| Neumann Capital Management, LLC | 13,672 | $2.74M | 0.98% | +800+6.2% | Added |
| Bedell Frazier Investment Counseling, LLC | 13,651 | $2.73M | 0.68% | +80+0.6% | Added |
| Verus Capital Partners, LLC | 13,579 | $2.72M | 0.30% | +213+1.6% | Added |
| Cim Investment Mangement Inc | 13,553 | $2.71M | 0.81% | 00.0% | Unchanged |
| Summit Financial Group Inc | 13,531 | $2.71M | 0.96% | +150+1.1% | Added |
| Accredited Investors Inc. | 13,507 | $2.71M | 0.17% | +289+2.2% | Added |
| CMT Capital Markets Trading GmbH | 13,500 | $2.70M | 1.23% | +12,300+1,025.0% | Added |
| Onyx Bridge Wealth Group LLC | 13,945 | $2.70M | 0.48% | +3,205+29.8% | Added |
| Brendel Financial Advisors LLC | 13,448 | $2.69M | 3.08% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 13,424 | $2.69M | 0.38% | +786+6.2% | Added |
| Y.D. More Investments Ltd | 13,417 | $2.69M | 0.48% | −864−6.0% | Reduced |
| Pacitti Group Inc. | 13,340 | $2.67M | 1.44% | +265+2.0% | Added |
| Union Savings Bank | 13,336 | $2.67M | 1.40% | −93−0.7% | Reduced |
| Spirepoint Private Client, LLC | 13,286 | $2.66M | 0.41% | +13,286 | New |
| Sentry Investment Management LLC | 13,273 | $2.66M | 1.03% | −38−0.3% | Reduced |
| Astoria Portfolio Advisors LLC. | 14,477 | $2.65M | 1.02% | +5,705+65.0% | Added |
| Wealth Alliance Advisory Group, LLC | 13,202 | $2.64M | 0.61% | +1,281+10.7% | Added |
| Chapman Investment Management, LLC | 13,181 | $2.64M | 1.95% | −546−4.0% | Reduced |
| LMG Wealth Partners, LLC | 13,173 | $2.64M | 0.66% | 00.0% | Unchanged |
| Alaska Permanent Fund Corp | 13,170 | $2.64M | 0.04% | −3,244−19.8% | Reduced |
| VisionPoint Advisory Group, LLC | 13,153 | $2.63M | 0.95% | −9,746−42.6% | Reduced |
| Ellerson Group Inc | 13,152 | $2.63M | 2.01% | −261−1.9% | Reduced |
| Consilium Wealth Advisory, LLC | 13,131 | $2.63M | 1.48% | +976+8.0% | Added |
| Invst, LLC | 13,215 | $2.63M | 0.31% | +285+2.2% | Added |
| Traphagen Investment Advisors LLC | 13,122 | $2.63M | 0.28% | +48+0.4% | Added |
| Symphony Financial, Ltd. Co. | 13,112 | $2.63M | 0.61% | −4,427−25.2% | Reduced |
| Aft, Forsyth & Sober, LLC | 13,100 | $2.62M | 0.92% | −350−2.6% | Reduced |
| Well Done, LLC | 13,098 | $2.62M | 0.52% | +56+0.4% | Added |
| Beck Capital Management, LLC | 13,096 | $2.62M | 0.75% | +194+1.5% | Added |
| LVM Capital Management Ltd | 13,093 | $2.62M | 0.31% | +13+0.1% | Added |
| Winthrop Capital Management, LLC | 13,066 | $2.62M | 1.21% | +138+1.1% | Added |
| Gerber Kawasaki Wealth & Investment Management | 13,037 | $2.61M | 0.14% | +2,155+19.8% | Added |
| LCNB Corp | 13,028 | $2.61M | 0.94% | −470−3.5% | Reduced |
| Greenwich Wealth Management LLC | 13,011 | $2.61M | 0.21% | +686+5.6% | Added |
| WBH Advisory Inc | 12,966 | $2.60M | 0.27% | −130−1.0% | Reduced |
| Weaver Capital Management LLC | 12,948 | $2.59M | 0.90% | +14+0.1% | Added |
| Allred Capital Management, LLC | 12,909 | $2.59M | 1.01% | +1,341+11.6% | Added |
| Perpetual Ltd | 12,904 | $2.58M | 0.03% | −2,182−14.5% | Reduced |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 12,849 | $2.57M | 0.67% | 00.0% | Unchanged |
| Nicholas Hoffman & Company, LLC. | 12,845 | $2.57M | 0.13% | −1,077−7.7% | Reduced |
| United Advisor Group, LLC | 12,836 | $2.57M | 0.97% | +12,836 | New |
| Intrua Financial, LLC | 12,809 | $2.57M | 0.40% | −5,199−28.9% | Reduced |
| Bath Savings Trust Co | 12,800 | $2.56M | 0.27% | +116+0.9% | Added |
| First Bank & Trust | 12,766 | $2.56M | 0.53% | −553−4.2% | Reduced |