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 |
|---|---|---|---|---|---|
| Locust Wood Capital Advisers, LLC | 296,653 | $59.4M | 2.34% | −112,321−27.5% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 294,554 | $59.0M | 1.48% | +5,168+1.8% | Added |
| Cornerstone Investment Partners, LLC | 294,275 | $58.9M | 2.87% | −26,273−8.2% | Reduced |
| Argent Trust Co | 293,018 | $58.7M | 2.64% | −985−0.3% | Reduced |
| North Star Investment Management Corp. | 291,996 | $58.5M | 4.17% | +151+0.1% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 290,332 | $58.2M | 0.20% | +2,793+1.0% | Added |
| Spears Abacus Advisors LLC | 288,267 | $57.7M | 1.19% | +74,305+34.7% | Added |
| Meyer Handelman Co | 283,626 | $56.8M | 1.99% | +22,518+8.6% | Added |
| Tocqueville Asset Management L.P. | 283,371 | $56.8M | 0.93% | −6,225−2.1% | Reduced |
| NewEdge Wealth, LLC | 295,728 | $56.7M | 1.27% | +30,537+11.5% | Added |
| Deprince Race & Zollo Inc | 281,463 | $56.4M | 1.21% | −29,605−9.5% | Reduced |
| Roffman Miller Associates Inc | 281,399 | $56.4M | 3.77% | −11,124−3.8% | Reduced |
| Fort Washington Investment Advisors Inc | 280,460 | $56.2M | 0.36% | −19,280−6.4% | Reduced |
| Credit Agricole S A | 306,558 | $55.6M | 0.95% | +125,380+69.2% | Added |
| PGGM Investments | 277,276 | $55.5M | 0.81% | +34,242+14.1% | Added |
| Sequoia Financial Advisors, LLC | 275,081 | $55.1M | 0.69% | −5,940−2.1% | Reduced |
| Stephens Inc | 273,723 | $54.8M | 0.85% | +14,629+5.6% | Added |
| Beacon Investment Advisory Services, Inc. | 271,231 | $54.3M | 2.34% | +983+0.4% | Added |
| Atria Investments LLC | 268,340 | $53.7M | 0.74% | −8,442−3.1% | Reduced |
| Ceredex Value Advisors LLC | 268,197 | $53.7M | 0.94% | −54,769−17.0% | Reduced |
| Capital International Sarl | 266,595 | $53.4M | 1.77% | +30,221+12.8% | Added |
| Wealthfront Advisers LLC | 264,806 | $53.0M | 0.19% | +1,494+0.6% | Added |
| Elo Mutual Pension Insurance Co | 264,157 | $52.9M | 1.24% | +10,437+4.1% | Added |
| Searle & Co. | 261,967 | $52.5M | 13.38% | −130.0% | Reduced |
| Nexus Investment Management ULC | 260,887 | $52.3M | 5.04% | −910−0.3% | Reduced |
| Sabal Trust CO | 259,224 | $51.9M | 3.01% | −7,971−3.0% | Reduced |
| Country Trust Bank | 258,880 | $51.9M | 1.34% | −18,809−6.8% | Reduced |
| JustInvest LLC | 257,916 | $51.7M | 1.11% | +23,617+10.1% | Added |
| Destination Wealth Management | 255,789 | $51.2M | 1.70% | −9,343−3.5% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 255,669 | $51.2M | 0.82% | +1130.0% | Added |
| Jefferies Financial Group Inc. | 255,150 | $51.1M | 1.03% | +100,314+64.8% | Added |
| Ieq Capital, LLC | 253,481 | $50.8M | 0.73% | +10,851+4.5% | Added |
| Markel Group Inc.SuperinvestorMarkel Group | 252,550 | $50.6M | 0.50% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 251,626 | $50.4M | 1.12% | −14,221−5.3% | Reduced |
| ZWJ Investment Counsel Inc | 251,138 | $50.3M | 2.29% | −1,328−0.5% | Reduced |
| Gamco Investors, Inc. Et Al | 251,126 | $50.3M | 0.51% | −5,432−2.1% | Reduced |
| Argent Capital Management LLC | 250,853 | $50.2M | 1.46% | −2,671−1.1% | Reduced |
| Polar Capital Holdings Plc | 250,236 | $50.1M | 0.30% | −9,639−3.7% | Reduced |
| Modera Wealth Management, LLC | 249,336 | $49.9M | 0.76% | −6,860−2.7% | Reduced |
| Hancock Whitney Corp | 248,381 | $49.8M | 1.72% | +6,164+2.5% | Added |
| Foundry Partners, LLC | 247,521 | $49.6M | 2.65% | −19,596−7.3% | Reduced |
| Crestwood Advisors Group LLC | 247,190 | $49.5M | 1.08% | +789+0.3% | Added |
| Oregon Public Employees Retirement Fund | 247,171 | $49.5M | 0.98% | +21,200+9.4% | Added |
| Taurus Asset Management, LLC | 246,973 | $49.5M | 5.01% | −6,816−2.7% | Reduced |
| Gulf International Bank (UK) Ltd | 246,585 | $49.4M | 1.25% | +4,033+1.7% | Added |
| McDonald Capital Investors Inc | 246,417 | $49.4M | 3.09% | −3,975−1.6% | Reduced |
| HM Payson & Co | 246,192 | $49.3M | 0.92% | −5,309−2.1% | Reduced |
| Cambiar Investors LLC | 244,742 | $49.0M | 1.83% | −77,550−24.1% | Reduced |
| First Horizon Advisors, Inc. | 244,319 | $48.9M | 1.51% | +5,537+2.3% | Added |
| Hosking Partners LLP | 243,802 | $48.8M | 1.80% | −735−0.3% | Reduced |
| Kestra Private Wealth Services, LLC | 243,339 | $48.7M | 1.10% | +1,865+0.8% | Added |
| Bridges Investment Management Inc | 240,837 | $48.2M | 1.51% | −2,891−1.2% | Reduced |
| First Manhattan Co | 240,757 | $48.2M | 0.16% | −2,595−1.1% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 240,633 | $48.2M | 1.64% | +4,075+1.7% | Added |
| Daymark Wealth Partners, LLC | 340,006 | $48.2M | 2.59% | +2,336+0.7% | Added |
| Allianz SE | 240,327 | $48.1M | 1.52% | +240,327 | New |
| Achmea Investment Management B.V. | 239,673 | $48.0M | 0.92% | −2,867−1.2% | Reduced |
| Lido Advisors, LLC | 236,501 | $47.4M | 0.42% | −2,168−0.9% | Reduced |
| Busey Wealth Management | 236,162 | $47.3M | 1.68% | +380+0.2% | Added |
| Interval Partners, LP | 236,004 | $47.3M | 1.78% | +7,171+3.1% | Added |
| Ingalls & Snyder LLC | 235,735 | $47.2M | 2.10% | −3,526−1.5% | Reduced |
| Phoenix Holdings Ltd. | 234,601 | $47.0M | 0.65% | +39,424+20.2% | Added |
| Private Wealth Partners, LLC | 234,244 | $46.9M | 3.75% | −3,438−1.4% | Reduced |
| Bryn Mawr Trust Co | 232,454 | $46.6M | 1.79% | +232,454 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 232,709 | $46.5M | 0.53% | −38,988−14.3% | Reduced |
| Salem Investment Counselors Inc | 231,388 | $46.3M | 1.52% | +4,402+1.9% | Added |
| Pacer Advisors, Inc. | 231,033 | $46.3M | 0.11% | −14,753−6.0% | Reduced |
| Villere St Denis J & Co LLC | 230,892 | $46.2M | 3.69% | −3,000−1.3% | Reduced |
| Todd Asset Management LLC | 229,736 | $46.0M | 0.94% | −17,957−7.2% | Reduced |
| Moran Wealth Management, LLC | 229,140 | $45.9M | 1.49% | +36,068+18.7% | Added |
| Nippon Life Global Investors Americas, Inc. | 228,860 | $45.8M | 2.14% | +15,010+7.0% | Added |
| Bridgeway Capital Management, LLC | 228,489 | $45.8M | 0.94% | −225−0.1% | Reduced |
| Johnson Investment Counsel Inc | 227,828 | $45.6M | 0.50% | −38,558−14.5% | Reduced |
| Payden & Rygel | 226,750 | $45.4M | 3.10% | −24,600−9.8% | Reduced |
| Payden & Rygel Investment Group | 226,750 | $45.4M | 3.10% | +226,750 | New |
| Heritage Investors Management Corp | 226,717 | $45.4M | 1.60% | −6,717−2.9% | Reduced |
| Baker Avenue Asset Management, LP | 226,249 | $45.3M | 1.79% | +949+0.4% | Added |
| NorthCrest Asset Manangement, LLC | 225,359 | $45.1M | 1.54% | −3,310−1.4% | Reduced |
| BNP Paribas | 227,429 | $45.1M | 2.11% | +227,429 | New |
| Stratos Wealth Partners, LTD. | 222,897 | $44.6M | 0.74% | +2,070+0.9% | Added |
| Polaris Capital Management, LLC | 222,251 | $44.5M | 2.22% | −82,200−27.0% | Reduced |
| Conning Inc. | 221,718 | $44.3M | 1.45% | −10,672−4.6% | Reduced |
| Mediolanum International Funds Ltd | 220,510 | $44.0M | 0.72% | +220,510 | New |
| Kentucky Retirement Systems | 219,552 | $44.0M | 1.31% | −11,760−5.1% | Reduced |
| La Banque Postale Asset Management SA | 218,611 | $43.8M | 1.74% | −10,348−4.5% | Reduced |
| Two Sigma Advisers, LP | 218,600 | $43.8M | 0.10% | +218,600 | New |
| Rokos Capital Management LLP | 218,431 | $43.8M | 1.12% | +218,431 | New |
| Patient Capital Management, LLC | 216,724 | $43.4M | 2.11% | −51,687−19.3% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 216,649 | $43.4M | 1.57% | −42,796−16.5% | Reduced |
| Brinker Capital Investments, LLC | 216,425 | $43.3M | 0.46% | −8,092−3.6% | Reduced |
| Orion Portfolio Solutions, LLC | 216,425 | $43.3M | 0.46% | −8,092−3.6% | Reduced |
| Natixis Investment Managers International | 216,060 | $43.3M | 2.95% | +69,820+47.7% | Added |
| Illinois Municipal Retirement Fund | 215,840 | $43.2M | 0.66% | +7,632+3.7% | Added |
| Venture Visionary Partners LLC | 214,692 | $43.0M | 2.04% | −27,100−11.2% | Reduced |
| Point72 Asset Management, L.P. | 214,197 | $42.9M | 0.12% | +136,567+175.9% | Added |
| Howard Capital Management Group, LLC | 213,593 | $42.8M | 3.30% | +2,259+1.1% | Added |
| Capital Investment Advisors, LLC | 213,266 | $42.7M | 1.00% | +4,925+2.4% | Added |
| Klingenstein Fields & Co LP | 213,059 | $42.7M | 1.77% | −5,931−2.7% | Reduced |
| FreeGulliver LLC | 212,311 | $42.5M | 37.76% | +21,403+11.2% | Added |
| Mill Capital Management, LLC | 211,772 | $42.4M | 3.54% | −11,390−5.1% | Reduced |