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 |
|---|---|---|---|---|---|
| Clifford Swan Investment Counsel LLC | 210,579 | $42.2M | 1.57% | −7,359−3.4% | Reduced |
| Trust Co of Vermont | 208,593 | $41.8M | 2.33% | +43,839+26.6% | Added |
| Washington Trust Co | 208,082 | $41.7M | 1.53% | −9,365−4.3% | Reduced |
| Jupiter Asset Management Ltd | 207,446 | $41.6M | 0.40% | +110,036+113.0% | Added |
| Fort Pitt Capital Group, LLC | 206,183 | $41.3M | 1.27% | −699−0.3% | Reduced |
| Wolverine Trading, LLC | 205,257 | $41.1M | 0.42% | −86,163−29.6% | Reduced |
| Erste Asset Management GmbH | 205,653 | $41.1M | 0.56% | −2,700−1.3% | Reduced |
| Manitou Investment Management Ltd. | 205,147 | $41.1M | 8.23% | −986−0.5% | Reduced |
| Northeast Investment Management | 204,926 | $41.0M | 2.02% | −1,179−0.6% | Reduced |
| Gradient Investments LLC | 203,998 | $40.9M | 0.95% | −9,976−4.7% | Reduced |
| Chesley Taft & Associates LLC | 203,917 | $40.8M | 2.09% | −303−0.1% | Reduced |
| Thomasville National Bank | 203,181 | $40.7M | 3.35% | +1,716+0.9% | Added |
| Crossmark Global Holdings, Inc. | 202,931 | $40.6M | 0.78% | −5,008−2.4% | Reduced |
| Maryland State Retirement & Pension System | 225,861 | $40.5M | 0.81% | +1,321+0.6% | Added |
| St Germain D J Co Inc | 201,916 | $40.4M | 1.98% | −3,015−1.5% | Reduced |
| First National Trust Co | 201,712 | $40.4M | 1.64% | −22,933−10.2% | Reduced |
| Stewart & Patten Co LLC | 201,529 | $40.4M | 6.03% | −11,357−5.3% | Reduced |
| Oakworth Capital, Inc. | 200,373 | $40.1M | 3.02% | −1,821−0.9% | Reduced |
| Central Securities Corp | 200,000 | $40.1M | 4.04% | 00.0% | Unchanged |
| No Street GP LP | 200,000 | $40.1M | 3.52% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 198,476 | $39.7M | 0.14% | +58,759+42.1% | Added |
| Rockland Trust Co | 197,280 | $39.5M | 2.08% | −10,317−5.0% | Reduced |
| Wharton Business Group, LLC | 196,979 | $39.5M | 1.90% | −2,149−1.1% | Reduced |
| Highland Capital Management, LLC | 196,837 | $39.4M | 2.27% | +1,353+0.7% | Added |
| Braun Stacey Associates Inc | 196,643 | $39.4M | 1.56% | −377−0.2% | Reduced |
| Spire Wealth Management | 108,947 | $39.2M | 1.06% | +2,643+2.5% | Added |
| Parallax Volatility Advisers, L.P. | 195,851 | $39.2M | 1.12% | +195,851 | New |
| Avantax Advisory Services, Inc. | 195,655 | $39.2M | 0.35% | +1,909+1.0% | Added |
| Estabrook Capital Management | 194,332 | $38.9M | 6.01% | −3,826−1.9% | Reduced |
| Maple Capital Management, Inc. | 194,228 | $38.9M | 3.54% | +2,281+1.2% | Added |
| Main Street Research LLC | 193,783 | $38.8M | 2.64% | +13,928+7.7% | Added |
| Prudential PLC | 193,153 | $38.7M | 0.32% | −43,298−18.3% | Reduced |
| Moody Lynn & Lieberson, LLC | 192,019 | $38.5M | 2.59% | +1,722+0.9% | Added |
| Chilton Capital Management LLC | 191,394 | $38.3M | 1.81% | −1,661−0.9% | Reduced |
| LMCG Investments, LLC | 191,095 | $38.3M | 2.25% | −1,903−1.0% | Reduced |
| Pictet & Cie (Europe) SA | 190,911 | $38.2M | 1.00% | −1,033−0.5% | Reduced |
| Private Management Group Inc | 190,590 | $38.2M | 1.45% | −118,078−38.3% | Reduced |
| Atria Wealth Solutions, Inc. | 190,249 | $38.1M | 0.43% | +12,468+7.0% | Added |
| Howe & Rusling Inc | 189,687 | $38.0M | 3.64% | −2,977−1.5% | Reduced |
| Chartwell Investment Partners, LLC | 188,947 | $37.8M | 1.31% | +1,200+0.6% | Added |
| Silvercrest Asset Management Group LLC | 188,565 | $37.8M | 0.26% | −3,420−1.8% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 188,140 | $37.7M | 0.86% | +22,382+13.5% | Added |
| Madison Asset Management, LLC | 187,868 | $37.6M | 0.46% | −23,770−11.2% | Reduced |
| Capital International Ltd | 186,935 | $37.4M | 1.79% | +22,753+13.9% | Added |
| Hartford Investment Management Co | 186,820 | $37.4M | 1.32% | −7,983−4.1% | Reduced |
| Hyman Charles D | 186,171 | $37.3M | 2.06% | −330−0.2% | Reduced |
| Eastern Bank | 186,010 | $37.3M | 1.55% | −18,067−8.9% | Reduced |
| Eagle Global Advisors LLC | 185,905 | $37.2M | 2.10% | −906−0.5% | Reduced |
| National Mutual Insurance Federation of Agricultural Cooperatives | 184,900 | $37.0M | 0.39% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 186,302 | $37.0M | 2.62% | −188−0.1% | Reduced |
| Matrix Asset Advisors Inc | 184,245 | $36.9M | 4.41% | −23,973−11.5% | Reduced |
| Cardinal Capital Management, Inc. | 183,601 | $36.8M | 1.63% | −12,863−6.5% | Reduced |
| Alpha Cubed Investments, LLC | 182,458 | $36.5M | 1.91% | −26,503−12.7% | Reduced |
| Levin Capital Strategies, L.P. | 182,336 | $36.5M | 3.70% | −1,859−1.0% | Reduced |
| Dakota Wealth Management | 181,306 | $36.3M | 0.91% | +39,410+27.8% | Added |
| Wilsey Asset Management Inc | 179,847 | $36.0M | 7.34% | −4,850−2.6% | Reduced |
| Citizens Financial Group Inc | 179,672 | $36.0M | 1.20% | +1,196+0.7% | Added |
| Northeast Financial Consultants Inc | 179,352 | $35.9M | 1.76% | +1,169+0.7% | Added |
| Aptus Capital Advisors, LLC | 178,717 | $35.8M | 0.77% | +17,168+10.6% | Added |
| Independent Advisor Alliance | 178,545 | $35.8M | 1.29% | −14,510−7.5% | Reduced |
| Equitable Holdings, Inc. | 178,158 | $35.7M | 0.40% | +893+0.5% | Added |
| American Assets Investment Management, LLC | 177,600 | $35.6M | 3.38% | 00.0% | Unchanged |
| Blue Chip Partners, Inc. | 177,442 | $35.5M | 3.45% | −3,653−2.0% | Reduced |
| NS Partners Ltd | 177,298 | $35.5M | 1.64% | −4,659−2.6% | Reduced |
| Susquehanna Fundamental Investments, LLC | 177,156 | $35.5M | 1.66% | +177,156 | New |
| Anchor Capital Advisors LLC | 175,756 | $35.2M | 0.92% | −22,408−11.3% | Reduced |
| KCM Investment Advisors LLC | 175,691 | $35.2M | 1.30% | +5,294+3.1% | Added |
| Alps Advisors Inc | 175,661 | $35.2M | 0.25% | +1,210+0.7% | Added |
| Smith, Salley & Associates | 174,704 | $35.0M | 2.72% | −47,538−21.4% | Reduced |
| Central Trust Co | 174,592 | $35.0M | 0.87% | −3,230−1.8% | Reduced |
| Fishman Jay A Ltd | 172,261 | $34.5M | 3.81% | −1,585−0.9% | Reduced |
| Community Trust & Investment Co | 172,006 | $34.5M | 2.42% | −6,373−3.6% | Reduced |
| Jones Financial Companies LLLP | 170,739 | $34.2M | 0.05% | +36,276+27.0% | Added |
| Randolph Co Inc | 170,528 | $34.2M | 4.20% | −257−0.2% | Reduced |
| Securian Asset Management, Inc | 170,279 | $34.1M | 1.00% | −12,817−7.0% | Reduced |
| Allen Investment Management LLC | 170,058 | $34.1M | 0.43% | −1,905−1.1% | Reduced |
| MMBG Investment Advisors Co. | 169,750 | $34.0M | 3.59% | −370−0.2% | Reduced |
| TownSquare Capital, LLC | 169,656 | $34.0M | 0.50% | +37,125+28.0% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 169,543 | $34.0M | 2.07% | −6,042−3.4% | Reduced |
| Hantz Financial Services, Inc. | 169,437 | $33.9M | 0.66% | −9,971−5.6% | Reduced |
| First National Bank of Omaha | 138,048 | $33.9M | 2.31% | −68,055−33.0% | Reduced |
| Intech Investment Management LLC | 168,744 | $33.8M | 0.48% | −135,721−44.6% | Reduced |
| Louisiana State Employees Retirement System | 168,300 | $33.7M | 0.66% | −6,500−3.7% | Reduced |
| First Citizens Bank & Trust Co | 167,359 | $33.5M | 0.64% | +56,322+50.7% | Added |
| Trexquant Investment LP | 167,237 | $33.5M | 0.67% | +976+0.6% | Added |
| Axxcess Wealth Management, LLC | 167,057 | $33.5M | 0.95% | +6,280+3.9% | Added |
| Sandy Spring Bank | 166,594 | $33.4M | 1.52% | −3,192−1.9% | Reduced |
| Nomura Holdings Inc | 166,222 | $33.3M | 0.27% | +3,975+2.4% | Added |
| Oversea-Chinese Banking CORP Ltd | 165,460 | $33.1M | 1.06% | −33,164−16.7% | Reduced |
| Farmers & Merchants Investments Inc | 164,683 | $33.0M | 1.11% | −1,121−0.7% | Reduced |
| Rothschild Investment LLC | 164,411 | $32.9M | 2.38% | −6,622−3.9% | Reduced |
| Gratus Capital LLC | 164,325 | $32.9M | 1.52% | +13,768+9.1% | Added |
| Galvin, Gaustad & Stein, LLC | 161,559 | $32.4M | 2.98% | −9,870−5.8% | Reduced |
| Appleton Partners Inc | 161,121 | $32.3M | 2.50% | −8,758−5.2% | Reduced |
| Cornerstone Advisors, LLC | 161,100 | $32.3M | 1.34% | −5,100−3.1% | Reduced |
| Janney Capital Management LLC | 159,751 | $32.0M | 2.13% | −31,570−16.5% | Reduced |
| Marco Investment Management LLC | 159,045 | $31.9M | 3.00% | −4,113−2.5% | Reduced |
| Fukoku Mutual Life Insurance Co | 158,377 | $31.7M | 2.50% | −10,500−6.2% | Reduced |
| GYL Financial Synergies, LLC | 158,306 | $31.7M | 2.49% | +7,603+5.0% | Added |
| NFJ Investment Group, LLC | 158,148 | $31.7M | 0.87% | −12,116−7.1% | Reduced |