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; 5,158 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 | 5,158 | $643.7B |
| Q1 2026 | 5,103 | $572.0B |
| Q4 2025 | 5,154 | $639.5B |
| Q3 2025 | 4,765 | $618.0B |
| Q2 2025 | 4,752 | $582.4B |
| Q1 2025 | 4,679 | $494.6B |
| Q4 2024 | 4,680 | $490.0B |
| Q3 2024 | 4,215 | $429.4B |
| Q2 2024 | 4,181 | $416.2B |
| Q1 2024 | 4,120 | $414.5B |
| Q4 2023 | 4,001 | $351.8B |
| Q3 2023 | 3,710 | $297.0B |
| Q2 2023 | 3,672 | $297.6B |
| Q1 2023 | 3,612 | $266.3B |
| Q4 2022 | 3,628 | $278.3B |
| Q3 2022 | 3,395 | $212.9B |
| Q2 2022 | 3,427 | $229.3B |
| Q1 2022 | 3,519 | $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 |
|---|---|---|---|---|---|
| Transform Wealth, LLC | 93,427 | $18.7M | 1.78% | −9,282−9.0% | Reduced |
| Beach Investment Counsel Inc | 109,866 | $18.7M | 2.30% | 00.0% | Unchanged |
| Rossmore Private Capital | 93,228 | $18.7M | 2.44% | +137+0.1% | Added |
| Courier Capital LLC | 93,071 | $18.6M | 1.35% | −1,940−2.0% | Reduced |
| Cincinnati Casualty Co | 93,000 | $18.6M | 10.19% | 00.0% | Unchanged |
| Cincinnati Specialty Underwriters Insurance CO | 93,000 | $18.6M | 5.86% | 00.0% | Unchanged |
| JGP Wealth Management, LLC | 92,951 | $18.6M | 2.70% | −12,731−12.0% | Reduced |
| Talbot Financial, LLC | 92,926 | $18.6M | 2.49% | +806+0.9% | Added |
| Kornitzer Capital Management Inc | 92,870 | $18.6M | 0.34% | +1,034+1.1% | Added |
| Edge Wealth Management LLC | 92,813 | $18.6M | 3.91% | −1,657−1.8% | Reduced |
| Torray LLC | 92,547 | $18.5M | 2.78% | −9,273−9.1% | Reduced |
| Procyon Private Wealth Partners, LLC | 92,501 | $18.5M | 1.44% | −170−0.2% | Reduced |
| Peak Asset Management, LLC | 92,376 | $18.5M | 3.66% | −207−0.2% | Reduced |
| Grimes & Company, Inc. | 92,356 | $18.5M | 0.57% | +1,113+1.2% | Added |
| Assenagon Asset Management S.A. | 92,088 | $18.4M | 0.05% | −1,843−2.0% | Reduced |
| Guardian Capital Advisors LP | 102,048 | $18.4M | 1.98% | −4,682−4.4% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 91,736 | $18.4M | 0.48% | +228+0.2% | Added |
| GHP Investment Advisors, Inc. | 91,611 | $18.3M | 0.91% | +1,122+1.2% | Added |
| Leavell Investment Management, Inc. | 91,554 | $18.3M | 1.06% | +2,406+2.7% | Added |
| First Financial Bank - Trust Division | 91,327 | $18.3M | 1.76% | −3,855−4.1% | Reduced |
| Verde Servicos Internacionais S.A. | 91,311 | $18.3M | 6.81% | −21,856−19.3% | Reduced |
| Empowered Funds, LLC | 91,066 | $18.2M | 0.33% | +6,907+8.2% | Added |
| Beese Fulmer Investment Management, Inc. | 90,900 | $18.2M | 1.71% | +184+0.2% | Added |
| Artemis Investment Management LLP | 90,900 | $18.2M | 0.24% | −5,207−5.4% | Reduced |
| Dorsey & Whitney Trust CO LLC | 90,789 | $18.2M | 1.24% | +704+0.8% | Added |
| CCM Investment Advisers LLC | 90,719 | $18.2M | 2.17% | −5,377−5.6% | Reduced |
| Cincinnati Financial Corp | 90,000 | $18.0M | 0.40% | 00.0% | Unchanged |
| Middleton & Co Inc | 89,934 | $18.0M | 2.08% | −381−0.4% | Reduced |
| Osher Van de Voorde Investment Management | 89,747 | $18.0M | 4.19% | −46,352−34.1% | Reduced |
| Verdence Capital Advisors LLC | 89,736 | $18.0M | 1.64% | −2,406−2.6% | Reduced |
| Biondo Investment Advisors, LLC | 89,533 | $17.9M | 2.77% | −395−0.4% | Reduced |
| Foundations Investment Advisors, LLC | 89,210 | $17.9M | 0.47% | +8,723+10.8% | Added |
| Cullinan Associates Inc | 88,915 | $17.8M | 1.00% | −72,000−44.7% | Reduced |
| Harbour Trust & Investment Management Co | 88,912 | $17.8M | 2.24% | −3,212−3.5% | Reduced |
| We Are One Seven, LLC | 88,826 | $17.8M | 0.92% | +1,687+1.9% | Added |
| Novare Capital Management LLC | 88,793 | $17.8M | 1.61% | −78−0.1% | Reduced |
| Picton Mahoney Asset Management | 88,775 | $17.8M | 0.75% | −6,084−6.4% | Reduced |
| Charter Trust Co | 88,753 | $17.8M | 1.19% | +2,552+3.0% | Added |
| Grand Jean Capital Management Inc | 88,364 | $17.7M | 4.67% | +3,356+3.9% | Added |
| Hudson Valley Investment Advisors Inc | 88,347 | $17.7M | 2.12% | +5,258+6.3% | Added |
| Oak Harvest Investment Services | 88,049 | $17.6M | 2.93% | +3,800+4.5% | Added |
| Sand Hill Global Advisors, LLC | 87,943 | $17.6M | 0.84% | −3,906−4.3% | Reduced |
| Stevens Capital Management LP | 87,680 | $17.6M | 3.42% | +21,008+31.5% | Added |
| Cohen Capital Management, Inc. | 87,375 | $17.5M | 3.08% | +822+0.9% | Added |
| Bleakley Financial Group, LLC | 87,063 | $17.4M | 0.50% | +1,173+1.4% | Added |
| Nixon Peabody Trust Co | 86,736 | $17.4M | 1.60% | +3,237+3.9% | Added |
| Thompson Siegel & Walmsley LLC | 86,443 | $17.3M | 0.27% | −1,111−1.3% | Reduced |
| Lyell Wealth Management, LP | 86,381 | $17.3M | 1.76% | −102−0.1% | Reduced |
| Montag A & Associates Inc | 86,191 | $17.3M | 0.86% | −742−0.9% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 86,032 | $17.2M | 0.95% | −2,864−3.2% | Reduced |
| Allworth Financial LP | 85,772 | $17.2M | 0.12% | +2,128+2.5% | Added |
| Coldstream Capital Management Inc | 85,762 | $17.2M | 0.44% | +3,067+3.7% | Added |
| Rice Partnership, LLC | 85,493 | $17.1M | 4.04% | +2,162+2.6% | Added |
| Motley Fool Asset Management LLC | 85,099 | $17.0M | 1.10% | +5,491+6.9% | Added |
| MBB Public Markets I LLC | 85,066 | $17.0M | 1.09% | −64,785−43.2% | Reduced |
| Bright Rock Capital Management, LLC | 85,000 | $17.0M | 3.53% | 00.0% | Unchanged |
| Hoylecohen, LLC | 84,970 | $17.0M | 1.30% | −913−1.1% | Reduced |
| Fort Sheridan Advisors LLC | 84,846 | $17.0M | 3.20% | +1,407+1.7% | Added |
| Cape Cod Five Cents Savings Bank | 84,695 | $17.0M | 1.63% | −1,401−1.6% | Reduced |
| Farmers Trust Co | 84,100 | $16.8M | 3.39% | −4,159−4.7% | Reduced |
| Forum Financial Management, LP | 84,012 | $16.8M | 0.29% | −7,853−8.5% | Reduced |
| Everence Capital Management Inc | 83,705 | $16.8M | 1.11% | 00.0% | Unchanged |
| Tufton Capital Management | 83,421 | $16.7M | 3.28% | −560−0.7% | Reduced |
| Palisade Asset Management, LLC | 83,287 | $16.7M | 1.62% | −757−0.9% | Reduced |
| Sowell Financial Services LLC | 83,256 | $16.7M | 0.79% | −3,059−3.5% | Reduced |
| Aviance Capital Partners, LLC | 83,165 | $16.7M | 2.48% | +34,254+70.0% | Added |
| Brookstone Capital Management | 82,889 | $16.6M | 0.30% | −68,050−45.1% | Reduced |
| Sumitomo Mitsui Financial Group, Inc. | 82,750 | $16.6M | 0.51% | +1,253+1.5% | Added |
| Woodmont Investment Counsel LLC | 82,725 | $16.6M | 1.40% | +455+0.6% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 84,516 | $16.5M | 3.17% | −815−1.0% | Reduced |
| GW&K Investment Management, LLC | 82,457 | $16.5M | 0.15% | +79,804+3,008.1% | Added |
| Means Investment Co., Inc. | 82,346 | $16.5M | 2.13% | −901−1.1% | Reduced |
| Greenwood Gearhart Inc | 81,517 | $16.3M | 1.59% | −11,892−12.7% | Reduced |
| Northwest & Ethical Investments L.P. | 81,402 | $16.3M | 0.47% | −35,644−30.5% | Reduced |
| James Investment Research Inc | 81,398 | $16.3M | 1.94% | −2,996−3.6% | Reduced |
| FourThought Financial Partners, LLC | 80,923 | $16.2M | 1.86% | +901+1.1% | Added |
| Ballentine Partners, LLC | 80,388 | $16.1M | 0.31% | +3,518+4.6% | Added |
| Willis Investment Counsel | 80,180 | $16.1M | 1.10% | −26,800−25.1% | Reduced |
| Transcend Wealth Collective, LLC | 80,063 | $16.0M | 1.29% | −2,518−3.0% | Reduced |
| General American Investors Co Inc | 80,000 | $16.0M | 1.19% | 00.0% | Unchanged |
| Archon Partners LLC | 80,000 | $16.0M | 1.96% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 79,945 | $16.0M | 0.31% | −26,363−24.8% | Reduced |
| Avantax Planning Partners, Inc. | 79,397 | $15.9M | 0.52% | +21,324+36.7% | Added |
| Tompkins Financial Corp | 79,061 | $15.8M | 1.79% | −1,311−1.6% | Reduced |
| Tritonpoint Wealth, LLC | 96,972 | $15.8M | 1.65% | −3,670−3.6% | Reduced |
| WoodTrust Financial Corp | 78,985 | $15.8M | 2.51% | +1,291+1.7% | Added |
| Circle Wealth Management, LLC | 78,936 | $15.8M | 0.39% | +366+0.5% | Added |
| Community Bank, N.A. | 78,848 | $15.8M | 2.07% | −2,325−2.9% | Reduced |
| King Wealth | 78,441 | $15.7M | 2.76% | +1,107+1.4% | Added |
| German American Bancorp, Inc. | 78,364 | $15.7M | 1.89% | +1,631+2.1% | Added |
| Warren Averett Asset Management, LLC | 78,232 | $15.7M | 0.37% | +32,587+71.4% | Added |
| Integrated Advisors Network LLC | 78,209 | $15.7M | 0.80% | −2,296−2.9% | Reduced |
| Vantage Investment Partners, LLC | 78,008 | $15.6M | 1.40% | −15,967−17.0% | Reduced |
| Stockman Wealth Management, Inc. | 77,956 | $15.6M | 2.76% | −3,957−4.8% | Reduced |
| Coppell Advisory Solutions Corp. | 77,837 | $15.6M | 2.94% | +77,837 | New |
| Rakuten Investment Management, Inc. | 77,740 | $15.6M | 0.11% | +70,580+985.8% | Added |
| Veriti Management LLC | 77,612 | $15.5M | 1.16% | +6,049+8.5% | Added |
| Whitener Capital Management, Inc. | 77,504 | $15.5M | 5.08% | −104−0.1% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 77,443 | $15.5M | 0.07% | +34,658+81.0% | Added |
| Burns J W & Co Inc | 77,318 | $15.5M | 2.16% | −2,865−3.6% | Reduced |