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 |
|---|---|---|---|---|---|
| Dana Investment Advisors, Inc. | 120,467 | $24.1M | 0.80% | +17,887+17.4% | Added |
| Tower Research Capital LLC (TRC) | 120,430 | $24.1M | 0.58% | −310,403−72.0% | Reduced |
| ArrowMark Colorado Holdings LLC | 119,771 | $24.0M | 0.27% | −86,500−41.9% | Reduced |
| Clear Harbor Asset Management, LLC | 119,756 | $24.0M | 2.10% | −1,338−1.1% | Reduced |
| Perigon Wealth Management, LLC | 119,646 | $24.0M | 0.73% | −8,432−6.6% | Reduced |
| Private Capital Management, LLC | 119,532 | $23.9M | 2.70% | −500.0% | Reduced |
| ProVise Management Group, LLC | 119,139 | $23.9M | 2.07% | −3,009−2.5% | Reduced |
| Azimuth Capital Investment Management LLC | 118,814 | $23.8M | 0.98% | −9,564−7.4% | Reduced |
| Perfromance Wealth Partners, LLC | 118,071 | $23.6M | 0.99% | +15,890+15.6% | Added |
| National Asset Management, Inc. | 162,967 | $23.6M | 0.64% | +14,523+9.8% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 117,884 | $23.6M | 2.00% | +800+0.7% | Added |
| Clearstead Advisors, LLC | 117,963 | $23.4M | 1.16% | −2,549−2.1% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 117,034 | $23.4M | 0.66% | +1,461+1.3% | Added |
| Martingale Asset Management L P | 117,018 | $23.4M | 0.47% | −6,439−5.2% | Reduced |
| Fred Alger Management, LLC | 116,975 | $23.4M | 0.12% | +14,491+14.1% | Added |
| Metropolitan Life Insurance Co | 116,604 | $23.4M | 1.02% | −1,073−0.9% | Reduced |
| Choate Investment Advisors | 116,510 | $23.3M | 0.63% | −8,970−7.1% | Reduced |
| Gladstone Institutional Advisory LLC | 116,023 | $23.2M | 1.28% | −14,558−11.1% | Reduced |
| Gillespie Robinson & Grimm Inc | 115,968 | $23.2M | 1.92% | +1,093+1.0% | Added |
| Lincoln National Corp | 115,243 | $23.1M | 0.36% | +2,240+2.0% | Added |
| Stillwater Capital Advisors, LLC | 115,161 | $23.1M | 3.42% | −462−0.4% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 114,686 | $23.0M | 0.98% | +6,206+5.7% | Added |
| Courant Investment Management LLC | 114,592 | $23.0M | 19.08% | 00.0% | Unchanged |
| Longbow Finance SA | 114,426 | $22.9M | 2.32% | −11,198−8.9% | Reduced |
| Atlantic Union Bankshares Corp | 114,186 | $22.9M | 1.93% | −4,678−3.9% | Reduced |
| Drexel Morgan & Co. | 113,589 | $22.8M | 4.68% | +125+0.1% | Added |
| Cantor Fitzgerald Investment Adviser L.P. | 113,111 | $22.7M | 1.68% | −36,478−24.4% | Reduced |
| Verity & Verity, LLC | 112,853 | $22.6M | 2.52% | −33,785−23.0% | Reduced |
| Forbes J M & Co LLP | 112,572 | $22.5M | 2.44% | −1,035−0.9% | Reduced |
| Adell Harriman & Carpenter Inc | 112,267 | $22.5M | 1.85% | −717−0.6% | Reduced |
| DuPont Capital Management Corp | 111,410 | $22.3M | 1.85% | −7,281−6.1% | Reduced |
| Ziegler Capital Management, LLC | 112,428 | $22.3M | 0.85% | −31,570−21.9% | Reduced |
| Dearborn Partners LLC | 111,019 | $22.2M | 0.95% | +290.0% | Added |
| Kingsview Wealth Management, LLC | 110,872 | $22.2M | 0.56% | +5,281+5.0% | Added |
| J.P. Marvel Investment Advisors, LLC | 110,749 | $22.2M | 3.84% | −170.0% | Reduced |
| Norinchukin Bank, The | 110,644 | $22.2M | 0.66% | −4,150−3.6% | Reduced |
| Linscomb & Williams, Inc. | 110,551 | $22.1M | 1.14% | −2,266−2.0% | Reduced |
| Sonora Investment Management Group, LLC | 110,539 | $22.1M | 1.73% | −363−0.3% | Reduced |
| Washington Trust Bank | 109,874 | $22.0M | 2.10% | −2,571−2.3% | Reduced |
| Texas Yale Capital Corp. | 109,366 | $21.9M | 0.97% | +57+0.1% | Added |
| Birch Hill Investment Advisors LLC | 108,657 | $21.8M | 1.06% | −7,823−6.7% | Reduced |
| Grassi Investment Management | 108,099 | $21.7M | 1.96% | +520.0% | Added |
| First American Trust, FSB | 108,015 | $21.6M | 2.27% | +3,011+2.9% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 107,506 | $21.5M | 1.34% | +27,620+34.6% | Added |
| Hi-Line Capital Management, LLC | 107,162 | $21.5M | 7.62% | −1,014−0.9% | Reduced |
| Webster Bank, N. A. | 107,133 | $21.5M | 2.40% | +974+0.9% | Added |
| Benjamin F. Edwards & Company, Inc. | 106,865 | $21.4M | 0.39% | +6,614+6.6% | Added |
| Freestone Capital Holdings, LLC | 106,829 | $21.4M | 0.80% | +4,296+4.2% | Added |
| Colonial Trust Advisors | 106,828 | $21.4M | 2.12% | +1,206+1.1% | Added |
| Motco | 106,576 | $21.3M | 1.28% | −2,875−2.6% | Reduced |
| Empirical Finance, LLC | 106,367 | $21.3M | 1.31% | +3,490+3.4% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 106,138 | $21.3M | 2.53% | −443−0.4% | Reduced |
| Davy Global Fund Management Ltd | 105,988 | $21.2M | 2.41% | −7,798−6.9% | Reduced |
| Simplicity Wealth,LLC | 105,831 | $21.2M | 0.51% | +103,659+4,772.5% | Added |
| SS&H Financial Advisors, Inc. | 105,611 | $21.2M | 8.81% | −1,275−1.2% | Reduced |
| Congress Asset Management Co | 105,593 | $21.2M | 0.15% | −1,510−1.4% | Reduced |
| Group One Trading, L.P. | 104,645 | $21.0M | 0.74% | +39,146+59.8% | Added |
| Rothschild Capital Partners, LLC | 104,181 | $20.9M | 6.06% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 103,422 | $20.7M | 0.66% | −105−0.1% | Reduced |
| Toroso Investments, LLC | 103,390 | $20.7M | 0.35% | +23,248+29.0% | Added |
| United Bank | 102,896 | $20.6M | 2.46% | −701−0.7% | Reduced |
| Banque Cantonale Vaudoise | 102,506 | $20.5M | 0.80% | −5,791−5.3% | Reduced |
| BTC Capital Management, Inc. | 102,248 | $20.5M | 1.87% | +102,248 | New |
| Cary Street Partner Investment Advisory LLC | 102,070 | $20.4M | 0.86% | −168−0.2% | Reduced |
| Cabot Wealth Management Inc | 101,861 | $20.4M | 2.67% | −4,731−4.4% | Reduced |
| Twinbeech Capital LP | 101,832 | $20.4M | 0.42% | +101,832 | New |
| Wedbush Securities Inc | 101,825 | $20.4M | 0.76% | +5,719+6.0% | Added |
| CSM Advisors, LLC | 101,741 | $20.4M | 1.34% | +1,970+2.0% | Added |
| Cullen Investment Group, Ltd. | 102,334 | $20.4M | 3.21% | +1,233+1.2% | Added |
| Annex Advisory Services, LLC | 101,443 | $20.3M | 0.72% | +2,589+2.6% | Added |
| Bragg Financial Advisors, Inc | 101,075 | $20.2M | 0.91% | −1,108−1.1% | Reduced |
| Canandaigua National Bank & Trust Co | 100,727 | $20.2M | 2.97% | −6,258−5.8% | Reduced |
| Hudson Bay Capital Management LP | 100,000 | $20.0M | 0.18% | +100,000 | New |
| Pallas Capital Advisors LLC | 99,522 | $19.9M | 0.83% | +4,001+4.2% | Added |
| Trust Co of Virginia | 99,205 | $19.9M | 1.90% | −2,915−2.9% | Reduced |
| Fiduciary Alliance LLC | 99,810 | $19.9M | 3.50% | −4,171−4.0% | Reduced |
| Core Alternative Capital | 98,759 | $19.8M | 3.54% | −9,779−9.0% | Reduced |
| Anderson Hoagland & Co | 100,480 | $19.6M | 2.20% | −1,142−1.1% | Reduced |
| Yarbrough Capital, LLC | 97,875 | $19.6M | 0.85% | 00.0% | Unchanged |
| Fiduciary Group LLC | 96,769 | $19.4M | 2.11% | −2,465−2.5% | Reduced |
| Vinva Investment Management Ltd | 96,704 | $19.4M | 1.11% | +15,221+18.7% | Added |
| CBOE Vest Financial, LLC | 96,180 | $19.3M | 0.51% | +14,666+18.0% | Added |
| Edge Capital Group, LLC | 95,880 | $19.2M | 0.96% | +31,999+50.1% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 95,405 | $19.1M | 1.31% | −7,590−7.4% | Reduced |
| Trust Co of Toledo NA | 95,241 | $19.1M | 2.98% | +2,075+2.2% | Added |
| MainStreet Investment Advisors LLC | 95,211 | $19.1M | 2.29% | −2,819−2.9% | Reduced |
| Shelton Capital Management | 94,978 | $19.0M | 0.54% | −13,787−12.7% | Reduced |
| Wetherby Asset Management Inc | 94,848 | $19.0M | 0.91% | −206−0.2% | Reduced |
| Brown Brothers Harriman & Co | 94,669 | $19.0M | 0.15% | +3,519+3.9% | Added |
| United Asset Strategies, Inc. | 94,496 | $18.9M | 1.89% | −2,102−2.2% | Reduced |
| Graham Capital Management, L.P. | 94,332 | $18.9M | 0.54% | −60,645−39.1% | Reduced |
| Ledyard National Bank | 94,153 | $18.9M | 1.83% | −2,814−2.9% | Reduced |
| Dynamic Advisor Solutions LLC | 94,023 | $18.8M | 0.64% | −1,268−1.3% | Reduced |
| TD Private Client Wealth LLC | 93,975 | $18.8M | 0.62% | +182+0.2% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 93,831 | $18.8M | 1.92% | −186−0.2% | Reduced |
| CWA Asset Management Group, LLC | 93,760 | $18.8M | 1.14% | +5,134+5.8% | Added |
| Westchester Capital Management, Inc. | 93,704 | $18.8M | 4.71% | +442+0.5% | Added |
| Edmond de Rothschild Holding S.A. | 93,688 | $18.8M | 0.31% | −43,773−31.8% | Reduced |
| Baldwin Brothers Inc | 93,634 | $18.8M | 1.41% | −732−0.8% | Reduced |
| Baxter Bros Inc | 93,432 | $18.7M | 2.40% | −1,273−1.3% | Reduced |