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
- 4,120
- +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 | 5,157 | $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 |
|---|---|---|---|---|---|
| Stonebridge Capital Advisors LLC | 157,800 | $31.6M | 2.84% | +2,719+1.8% | Added |
| Congress Wealth Management LLC | 157,385 | $31.5M | 0.54% | −9,671−5.8% | Reduced |
| Sit Investment Associates Inc | 157,200 | $31.5M | 0.72% | −8,385−5.1% | Reduced |
| Metis Global Partners, LLC | 156,765 | $31.4M | 1.14% | −247−0.2% | Reduced |
| Lowe Brockenbrough & Co Inc | 156,625 | $31.4M | 2.12% | +11,803+8.2% | Added |
| Franklin Street Advisors Inc | 156,527 | $31.4M | 2.32% | −1,040−0.7% | Reduced |
| Schwerin Boyle Capital Management Inc | 156,316 | $31.3M | 3.11% | −102−0.1% | Reduced |
| Smith Group Asset Management, LLC | 155,324 | $31.1M | 1.78% | −10,888−6.6% | Reduced |
| Oak Associates, Ltd | 155,024 | $31.1M | 2.15% | +10.0% | Added |
| Ninety One UK Ltd | 154,666 | $31.0M | 0.09% | −133,820−46.4% | Reduced |
| Applied Finance Capital Management, LLC | 153,108 | $30.7M | 2.16% | +15,424+11.2% | Added |
| Segall Bryant & Hamill, LLC | 152,453 | $30.5M | 0.57% | −7,948−5.0% | Reduced |
| Assetmark, Inc | 152,344 | $30.5M | 0.10% | −4,644−3.0% | Reduced |
| Kempen Capital Management N.V. | 152,236 | $30.5M | 0.38% | +22,029+16.9% | Added |
| LaFleur & Godfrey LLC | 152,145 | $30.5M | 4.51% | −16,033−9.5% | Reduced |
| Carret Asset Management, LLC | 152,097 | $30.5M | 3.59% | −1,455−0.9% | Reduced |
| HB Wealth Management, LLC | 150,867 | $30.2M | 0.38% | +4,482+3.1% | Added |
| Prime Capital Investment Advisors, LLC | 150,484 | $30.1M | 0.42% | −13,356−8.2% | Reduced |
| First Fiduciary Investment Counsel, Inc. | 149,381 | $29.9M | 6.20% | −3,846−2.5% | Reduced |
| Vestor Capital, LLC | 149,285 | $29.9M | 2.52% | +20,389+15.8% | Added |
| WSFS Capital Management, LLC | 149,169 | $29.9M | 1.70% | +925+0.6% | Added |
| FineMark National Bank & Trust | 148,605 | $29.8M | 1.11% | −886−0.6% | Reduced |
| Andra AP-fonden | 148,200 | $29.7M | 0.53% | +126,200+573.6% | Added |
| Quantinno Capital Management LP | 147,137 | $29.5M | 0.64% | +31,607+27.4% | Added |
| South State Corp. | 147,129 | $29.5M | 2.30% | +3,710+2.6% | Added |
| NBT Bank N A | 146,377 | $29.3M | 2.15% | −5,823−3.8% | Reduced |
| Advisory Services Network, LLC | 146,135 | $29.3M | 0.65% | +22,875+18.6% | Added |
| New Mexico Educational Retirement Board | 145,650 | $29.2M | 1.05% | −6,400−4.2% | Reduced |
| Wesleyan Assurance Society | 145,257 | $29.1M | 2.58% | −4,950−3.3% | Reduced |
| Abn Amro Investment Solutions | 144,767 | $29.0M | 0.50% | −6,522−4.3% | Reduced |
| Neville Rodie & Shaw Inc | 144,719 | $29.0M | 2.21% | +2,625+1.8% | Added |
| Parsons Capital Management Inc | 144,565 | $29.0M | 1.98% | −978−0.7% | Reduced |
| Valeo Financial Advisors, LLC | 174,232 | $28.9M | 1.04% | −10,356−5.6% | Reduced |
| TAM Capital Management Inc. | 71,757 | $28.9M | 24.01% | 00.0% | Unchanged |
| VGI Partners Ltd | 144,120 | $28.9M | 2.90% | −12,116−7.8% | Reduced |
| SpiderRock Advisors, LLC | 149,344 | $28.8M | 0.93% | +149,344 | New |
| Moore Capital Management, LP | 143,426 | $28.7M | 0.59% | +143,426 | New |
| Resources Investment Advisors, LLC. | 143,170 | $28.7M | 0.45% | −7,351−4.9% | Reduced |
| Arvest Trust Co N A | 142,595 | $28.6M | 1.62% | −8,963−5.9% | Reduced |
| Snowden Capital Advisors LLC | 142,408 | $28.5M | 0.89% | +14,967+11.7% | Added |
| U.S. Capital Wealth Advisors, LLC | 142,104 | $28.5M | 1.10% | −39,653−21.8% | Reduced |
| First Foundation Advisors | 142,034 | $28.4M | 1.14% | −5,716−3.9% | Reduced |
| Absher Wealth Management, LLC | 140,155 | $28.1M | 3.89% | −4,949−3.4% | Reduced |
| Bollard Group LLC | 140,067 | $28.1M | 0.85% | +844+0.6% | Added |
| Integrated Wealth Concepts LLC | 139,746 | $28.0M | 0.41% | +7,601+5.8% | Added |
| Patten & Patten Inc | 139,178 | $27.9M | 1.99% | +1,475+1.1% | Added |
| Palisade Capital Management LLC | 139,154 | $27.9M | 0.74% | −32,306−18.8% | Reduced |
| Edgar Lomax Co | 138,930 | $27.8M | 1.72% | −204,858−59.6% | Reduced |
| Narwhal Capital Management | 137,976 | $27.6M | 2.71% | +9,140+7.1% | Added |
| Meiji Yasuda Life Insurance Co | 137,702 | $27.6M | 0.58% | +13,799+11.1% | Added |
| Abner Herrman & Brock LLC | 136,880 | $27.4M | 3.42% | −5,001−3.5% | Reduced |
| Old National Bancorp | 136,395 | $27.3M | 0.65% | −20,931−13.3% | Reduced |
| Prospera Financial Services Inc | 136,157 | $27.3M | 0.81% | +128+0.1% | Added |
| Bailard, Inc. | 135,939 | $27.2M | 0.75% | −1,038−0.8% | Reduced |
| Moors & Cabot, Inc. | 135,305 | $27.1M | 1.47% | +2,903+2.2% | Added |
| Dixon Mitchell Investment Counsel Inc. | 134,300 | $26.9M | 1.34% | −2,332−1.7% | Reduced |
| Evergreen Capital Management LLC | 134,260 | $26.9M | 1.02% | +390.0% | Added |
| Tower Bridge Advisors | 134,049 | $26.8M | 2.73% | −15,314−10.3% | Reduced |
| Callahan Advisors, LLC | 133,945 | $26.8M | 2.81% | −4,976−3.6% | Reduced |
| Kanawha Capital Management LLC | 133,846 | $26.8M | 2.14% | +1,592+1.2% | Added |
| Harvest Portfolios Group Inc. | 133,791 | $26.8M | 1.05% | −13,045−8.9% | Reduced |
| Osborne Partners Capital Management, LLC | 132,903 | $26.6M | 1.64% | −1,730−1.3% | Reduced |
| Alley Investment Management Company, LLC | 132,640 | $26.6M | 3.66% | −1,539−1.1% | Reduced |
| Logan Capital Management Inc | 131,575 | $26.4M | 1.13% | −6,738−4.9% | Reduced |
| Gemsstock Limited | 131,500 | $26.3M | 9.94% | −36,600−21.8% | Reduced |
| Albion Financial Group | 130,881 | $26.2M | 2.02% | −610−0.5% | Reduced |
| Rempart Asset Management Inc. | 130,473 | $26.1M | 5.02% | −139−0.1% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 130,192 | $26.1M | 3.24% | +290+0.2% | Added |
| Great Valley Advisor Group, Inc. | 130,142 | $26.1M | 0.79% | −1,725−1.3% | Reduced |
| Rbo & Co LLC | 130,048 | $26.0M | 4.35% | −1,162−0.9% | Reduced |
| Easterly Investment Partners LLC | 129,299 | $25.9M | 1.98% | −26,026−16.8% | Reduced |
| Bourgeon Capital Management LLC | 128,685 | $25.8M | 5.04% | +1,050+0.8% | Added |
| Resources Management Corp | 128,336 | $25.7M | 3.76% | −9,004−6.6% | Reduced |
| BLB&B Advisors, LLC | 127,926 | $25.6M | 1.44% | +375+0.3% | Added |
| TruWealth Advisors, LLC | 127,913 | $25.6M | 1.79% | +351+0.3% | Added |
| Weiss Asset Management LP | 126,217 | $25.3M | 1.18% | +126,217 | New |
| First Long Island Investors, LLC | 125,973 | $25.2M | 2.10% | −3,457−2.7% | Reduced |
| HRT Financial LP | 125,907 | $25.2M | 0.16% | +28,557+29.3% | Added |
| Foster Dykema Cabot & Partners, LLC | 125,900 | $25.2M | 2.35% | −13,900−9.9% | Reduced |
| Parallel Advisors, LLC | 125,771 | $25.2M | 0.68% | +2,821+2.3% | Added |
| HBK Sorce Advisory LLC | 125,706 | $25.2M | 0.89% | +1,046+0.8% | Added |
| TCG Advisory Services, LLC | 125,162 | $25.1M | 1.39% | +18,725+17.6% | Added |
| Greenleaf Trust | 125,150 | $25.1M | 0.23% | +1,761+1.4% | Added |
| Noesis Capital Mangement Corp | 125,066 | $25.1M | 5.56% | −4,154−3.2% | Reduced |
| Coulter & Justus Financial Services, LLC | 125,066 | $25.1M | 5.56% | +125,066 | New |
| Wafra Inc. | 124,924 | $25.0M | 1.31% | 00.0% | Unchanged |
| Shufro Rose & Co LLC | 124,773 | $25.0M | 2.07% | −62,708−33.4% | Reduced |
| Nemes Rush Group LLC | 124,287 | $24.9M | 3.57% | +1,271+1.0% | Added |
| Vident Advisory, LLC | 124,185 | $24.9M | 0.52% | +96,416+347.2% | Added |
| KMG Fiduciary Partners, LLC | 123,353 | $24.7M | 2.56% | +670+0.5% | Added |
| Culbertson A N & Co Inc | 122,987 | $24.6M | 4.25% | −1,834−1.5% | Reduced |
| Apollon Wealth Management, LLC | 122,452 | $24.5M | 0.77% | +349+0.3% | Added |
| ARS Wealth Advisors Group, LLC | 122,436 | $24.5M | 3.31% | +2,258+1.9% | Added |
| Penobscot Investment Management Company, Inc. | 122,381 | $24.5M | 2.59% | +4,006+3.4% | Added |
| Savant Capital, LLC | 122,197 | $24.5M | 0.28% | −780−0.6% | Reduced |
| Park Avenue Securities LLC | 122,156 | $24.5M | 0.32% | +1,809+1.5% | Added |
| South Dakota Investment Council | 122,095 | $24.5M | 0.51% | −17,400−12.5% | Reduced |
| Alerus Financial NA | 122,035 | $24.4M | 1.85% | −3,035−2.4% | Reduced |
| First American Bank | 121,051 | $24.2M | 1.83% | +1,831+1.5% | Added |
| Railway Pension Investments Ltd | 120,500 | $24.1M | 0.23% | +120,500 | New |