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; 5,157 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
- 4,121
- +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
- 1,862 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 | 5,157 | $643.7B |
| Q1 2026 | 5,103 | $572.1B |
| Q4 2025 | 5,155 | $639.5B |
| Q3 2025 | 4,766 | $618.0B |
| Q2 2025 | 4,753 | $582.4B |
| Q1 2025 | 4,680 | $494.6B |
| Q4 2024 | 4,680 | $490.0B |
| Q3 2024 | 4,216 | $429.4B |
| Q2 2024 | 4,182 | $416.2B |
| Q1 2024 | 4,121 | $414.5B |
| Q4 2023 | 4,002 | $351.8B |
| Q3 2023 | 3,711 | $297.0B |
| Q2 2023 | 3,673 | $297.6B |
| Q1 2023 | 3,613 | $266.3B |
| Q4 2022 | 3,629 | $278.3B |
| Q3 2022 | 3,396 | $212.9B |
| Q2 2022 | 3,428 | $229.3B |
| Q1 2022 | 3,520 | $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 |
|---|---|---|---|---|---|
| Pathstone Holdings, LLC | 452,275 | $90.6M | 0.43% | +41,809+10.2% | Added |
| Stock Yards Bank & Trust Co | 450,675 | $90.3M | 2.99% | +47,659+11.8% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 449,214 | $90.0M | 0.99% | +17,100+4.0% | Added |
| Xponance, Inc. | 448,203 | $89.8M | 0.94% | +27,127+6.4% | Added |
| United Capital Financial Advisers, LLC | 447,841 | $89.7M | 0.74% | −37,484−7.7% | Reduced |
| Park National Corp | 445,822 | $89.3M | 3.44% | −14,931−3.2% | Reduced |
| Prio Wealth Limited Partnership | 442,480 | $88.6M | 2.56% | +56,053+14.5% | Added |
| Employees Provident Fund Board | 440,000 | $88.1M | 1.55% | +170,000+63.0% | Added |
| Gabelli Funds LLC | 438,222 | $87.8M | 0.65% | −925−0.2% | Reduced |
| Groupama Asset Managment | 390,529 | $87.3M | 1.60% | −79,117−16.8% | Reduced |
| Advisors Capital Management, LLC | 435,744 | $87.3M | 1.60% | +35,403+8.8% | Added |
| RMB Capital Management, LLC | 435,677 | $87.3M | 2.00% | +72,500+20.0% | Added |
| QRG Capital Management, Inc. | 435,455 | $87.2M | 1.11% | +22,783+5.5% | Added |
| Yousif Capital Management, LLC | 430,551 | $86.2M | 0.96% | −4,555−1.0% | Reduced |
| Beck Mack & Oliver LLC | 429,629 | $86.1M | 1.74% | +11,486+2.7% | Added |
| Ofi Invest Asset Management | 461,617 | $85.6M | 2.32% | +16,965+3.8% | Added |
| O'Shaughnessy Asset Management, LLC | 427,401 | $85.6M | 0.95% | +53,958+14.4% | Added |
| iA Global Asset Management Inc. | 425,567 | $85.2M | 1.74% | −5,591−1.3% | Reduced |
| Border to Coast Pensions Partnership Ltd | 423,492 | $84.8M | 1.89% | 00.0% | Unchanged |
| Glenview Trust Co | 420,779 | $84.3M | 1.81% | −12,724−2.9% | Reduced |
| D. E. Shaw & Co., Inc. | 414,810 | $83.1M | 0.11% | −257,006−38.3% | Reduced |
| Adviser Investments LLC | 412,427 | $82.6M | 1.11% | −13,352−3.1% | Reduced |
| Degroof Petercam Asset Management | 411,533 | $82.4M | 0.99% | −45,850−10.0% | Reduced |
| Impax Asset Management Group plc | 408,572 | $81.8M | 0.31% | +4,678+1.2% | Added |
| D.A. Davidson & Co. | 408,523 | $81.8M | 0.74% | +12,919+3.3% | Added |
| E. Ohman J:or Asset Management AB | 405,674 | $81.3M | 2.07% | −46,549−10.3% | Reduced |
| Beacon Pointe Advisors, LLC | 404,964 | $81.1M | 0.90% | −46,226−10.2% | Reduced |
| Abrams Bison Investments, LLC | 403,000 | $80.7M | 7.21% | −11,000−2.7% | Reduced |
| Cullen/Frost Bankers, Inc. | 401,903 | $80.5M | 1.19% | −4,917−1.2% | Reduced |
| Guidance Point Advisors, LLC | 401,735 | $80.5M | 26.25% | +744+0.2% | Added |
| Berkshire Asset Management LLC | 398,923 | $79.9M | 4.23% | −56,304−12.4% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 398,236 | $79.8M | 1.50% | +36,660+10.1% | Added |
| Mutual of America Capital Management LLC | 397,696 | $79.7M | 0.86% | −6,426−1.6% | Reduced |
| Associated Banc-Corp | 397,322 | $79.6M | 2.52% | −1,076−0.3% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 395,299 | $79.2M | 0.29% | −96,837−19.7% | Reduced |
| Becker Capital Management Inc | 394,916 | $79.1M | 2.72% | −6,055−1.5% | Reduced |
| New York Life Investment Management LLC | 394,757 | $79.1M | 0.79% | −15,332−3.7% | Reduced |
| TCTC Holdings, LLC | 388,584 | $77.8M | 2.58% | +537+0.1% | Added |
| Smith Chas P & Associates Pa Cpas | 388,322 | $77.8M | 4.70% | +2,063+0.5% | Added |
| Hardy Reed LLC | 382,549 | $76.6M | 9.52% | −1690.0% | Reduced |
| Portfolio Strategies, Inc. | 382,549 | $76.6M | 5.21% | +382,549 | New |
| Nicholas Company, Inc. | 382,295 | $76.6M | 1.27% | 00.0% | Unchanged |
| Global Frontier Investments LLC | 379,000 | $75.9M | 22.24% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 378,184 | $75.8M | 0.39% | +189,489+100.4% | Added |
| Vaughan David Investments LLC | 375,210 | $75.2M | 1.87% | +1,191+0.3% | Added |
| Waters Parkerson & Co., LLC | 373,687 | $74.8M | 3.84% | −7,502−2.0% | Reduced |
| Meitav Dash Investments Ltd | 373,586 | $74.8M | 1.47% | +468+0.1% | Added |
| Sapient Capital LLC | 373,132 | $74.7M | 1.66% | −1,930−0.5% | Reduced |
| Daiwa Securities Group Inc. | 370,120 | $74.1M | 0.42% | +22,923+6.6% | Added |
| Envestnet Portfolio Solutions, Inc. | 368,430 | $73.8M | 0.28% | +43,600+13.4% | Added |
| Seizert Capital Partners, LLC | 368,222 | $73.8M | 3.40% | +3,756+1.0% | Added |
| Quintet Private Bank (Europe) S.A. | 319,609 | $73.4M | 3.28% | −55,510−14.8% | Reduced |
| AE Wealth Management LLC | 364,693 | $73.0M | 0.83% | −232,890−39.0% | Reduced |
| ING Groep NV | 364,524 | $73.0M | 0.50% | +364,524 | New |
| Raymond James Trust N.A. | 361,363 | $72.4M | 1.76% | −1,021−0.3% | Reduced |
| Swiss Life Asset Management Ltd | 358,808 | $71.9M | 1.00% | −179,064−33.3% | Reduced |
| Brandes Investment Partners, LP | 357,057 | $71.5M | 0.92% | −143,275−28.6% | Reduced |
| Carnegie Capital Asset Management, LLC | 356,938 | $71.5M | 2.22% | +1,352+0.4% | Added |
| Principle Wealth Partners LLC | 354,208 | $70.9M | 5.54% | +1,266+0.4% | Added |
| MAI Capital Management | 354,167 | $70.9M | 0.74% | +25,169+7.7% | Added |
| Man Group plc | 352,783 | $70.7M | 0.19% | −194,368−35.5% | Reduced |
| RNC Capital Management LLC | 348,478 | $69.8M | 3.97% | −50,886−12.7% | Reduced |
| Davis R M Inc | 347,871 | $69.7M | 1.46% | −3,484−1.0% | Reduced |
| Junto Capital Management LP | 347,742 | $69.7M | 1.54% | −591,336−63.0% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 347,644 | $69.6M | 0.77% | +14,670+4.4% | Added |
| Oppenheimer & Co Inc | 347,118 | $69.5M | 1.15% | −6,687−1.9% | Reduced |
| British Columbia Investment Management Corp | 346,358 | $69.4M | 0.48% | +11,825+3.5% | Added |
| Donaldson Capital Management, LLC | 343,502 | $68.8M | 2.86% | +1,729+0.5% | Added |
| Squarepoint Ops LLC | 340,834 | $68.3M | 0.28% | −256,657−43.0% | Reduced |
| United Services Automobile Association | 339,270 | $68.0M | 1.67% | 00.0% | Unchanged |
| Henshaw Capital LLC | 337,139 | $67.5M | 3.16% | 00.0% | Unchanged |
| ABN AMRO Bank N.V. | 336,986 | $67.5M | 1.01% | +11,025+3.4% | Added |
| Ilmarinen Mutual Pension Insurance Co | 335,369 | $67.2M | 0.82% | 00.0% | Unchanged |
| Banco Santander, S.A. | 334,898 | $67.1M | 0.81% | +65,448+24.3% | Added |
| AustralianSuper Pty Ltd | 336,408 | $66.9M | 0.39% | +324,731+2,780.9% | Added |
| Flputnam Investment Management Co | 333,261 | $66.8M | 1.42% | −5,396−1.6% | Reduced |
| Private Advisor Group, LLC | 332,278 | $66.6M | 0.48% | −11,513−3.3% | Reduced |
| Mesirow Financial Investment Management, Inc. | 328,343 | $65.8M | 1.50% | +28,254+9.4% | Added |
| Guggenheim Capital LLC | 327,570 | $65.6M | 0.47% | +10,168+3.2% | Added |
| CWM, LLC | 327,311 | $65.6M | 0.32% | +31,517+10.7% | Added |
| State of Alaska, Department of Revenue | 325,612 | $65.2M | 0.74% | −2,535−0.8% | Reduced |
| Wesbanco Bank Inc | 323,479 | $64.8M | 2.44% | +62,175+23.8% | Added |
| JTC Employer Solutions Trusteee Ltd | 323,631 | $64.6M | 4.10% | −10,472−3.1% | Reduced |
| Dodge & Cox | 320,565 | $64.2M | 0.04% | −4,970−1.5% | Reduced |
| Aristotle Atlantic Partners, LLC | 315,059 | $63.1M | 2.06% | −15,164−4.6% | Reduced |
| Welch Group, LLC | 315,037 | $63.1M | 3.13% | −13,429−4.1% | Reduced |
| Massmutual Trust Co FSB | 312,932 | $62.7M | 1.95% | −5,566−1.7% | Reduced |
| Cambridge Trust Co | 311,570 | $62.4M | 2.36% | +1,008+0.3% | Added |
| Synovus Financial Corp | 311,109 | $62.3M | 0.81% | +4,499+1.5% | Added |
| Renaissance Technologies LLC | 310,642 | $62.2M | 0.10% | −582,551−65.2% | Reduced |
| Whittier Trust Co of Nevada Inc | 310,363 | $62.2M | 1.78% | +8,442+2.8% | Added |
| Waverton Investment Management Ltd | 307,502 | $61.6M | 1.28% | +3,125+1.0% | Added |
| Lazard Asset Management LLC | 306,146 | $61.3M | 0.07% | −6,352−2.0% | Reduced |
| Miller Howard Investments Inc | 305,332 | $61.2M | 2.01% | −4,422−1.4% | Reduced |
| Adams Diversified Equity Fund, Inc. | 304,363 | $61.0M | 2.16% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 303,966 | $60.9M | 1.39% | +3,619+1.2% | Added |
| Vontobel Holding Ltd. | 303,524 | $60.8M | 0.49% | −35,073−10.4% | Reduced |
| Fiduciary Trust Co | 303,013 | $60.7M | 0.93% | +9,712+3.3% | Added |
| Bokf, NA | 303,709 | $60.4M | 1.10% | +42,316+16.2% | Added |
| JPB Foundation | 299,855 | $60.1M | 6.56% | 00.0% | Unchanged |