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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

Q2 2024 vs. Q1 2024

How the institutions holding JPMorgan Chase & Co changed between Q1 2024 and Q2 2024.

All holders in Q2 2024All holders in Q1 2024

13F holders of JPM: Q1 2024 compared with Q2 2024
MeasureQ1 2024Of which not filed for Q2 2024Q2 2024Change
Holders4,120514,181+112
Shares2.07B8.30M2.06B−5.77M (−0.3%)
Value$414.5B$1.66B$416.2B+$3.40B (+0.8%)

51 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (201)

Institutions that held JPMorgan Chase & Co at the end of Q2 2024 but not at the end of Q1 2024.

Showing the largest 100 of 201 by value.

Institutions new to JPM in Q2 2024
InstitutionSharesValue% of portfolio
Viking Global Investors LPSuperinvestorViking Global Investors3,009,822$608.8M2.34%
Corebridge Financial, Inc.711,658$143.9M0.79%
Sanctuary Advisors, LLC664,778$128.6M0.93%
Fjarde AP-fonden (The Fourth Swedish National Pensionfund)457,314$92.5M1.04%
IMC-Chicago, LLC451,442$91.3M2.93%
MUFG Securities EMEA plc449,999$91.0M4.06%
Manning & Napier Advisors LLC433,384$87.7M0.99%
Mirae Asset Global ETFs Holdings Ltd.328,330$66.4M0.16%
Kimelman & Baird, LLC258,613$52.3M4.31%
Mizuho Securities USA LLC221,413$44.8M0.99%
Clear Street LLC200,000$40.5M0.97%
Holocene Advisors, LP199,626$40.4M0.17%
Meridian Wealth Management, LLC193,676$39.2M4.68%
Dnca Finance124,016$25.1M2.15%
Ashburton (Jersey) Ltd88,732$18.2M7.70%
Temasek Holdings (Private) Ltd87,431$17.7M0.08%
Strategic Wealth Designers72,868$15.0M1.89%
Caxton Associates LP71,050$14.4M0.56%
Sienna Gestion65,422$13.2M1.18%
Beck Bode, LLC62,533$12.6M2.54%
Element Capital Management LLC54,115$10.9M0.85%
Itau Unibanco Holding S.A.44,621$9.03M0.37%
SageView Advisory Group, LLC42,563$8.61M0.40%
Mirabaud Asset Management Ltd39,227$7.93M3.65%
Drucker Wealth 3.0, LLC38,226$7.73M2.05%
Kestra Investment Management, LLC35,177$7.11M0.48%
Heritage Wealth Management, Inc.34,095$6.98M2.34%
Cinctive Capital Management LP32,505$6.57M0.35%
Golden State Equity Partners32,116$6.50M1.35%
William B. Walkup & Associates, Inc.30,803$6.23M4.08%
Leuthold Group, LLC30,159$6.10M0.71%
Platform Technology Partners28,557$5.78M1.99%
Laurion Capital Management LP27,952$5.65M0.18%
Codex Capital Asset Management L.L.C.26,000$5.26M2.41%
Lee Danner & Bass Inc24,362$4.93M0.38%
Twin Tree Management, LP23,276$4.71M0.14%
Coppell Advisory Solutions LLC21,124$4.27M0.70%
Quantitative Investment Management, LLC20,926$4.23M0.46%
J. Safra Sarasin Holding AG20,023$4.05M0.07%
Landscape Capital Management, L.L.C.19,275$3.90M0.33%
HWG Holdings LP18,806$3.80M1.39%
Mattson Financial Services, LLC18,490$3.74M1.33%
Diversify Wealth Management, LLC17,128$3.34M0.42%
Cerro Pacific Wealth Advisors LLC15,949$3.23M1.23%
CTC Alternative Strategies, Ltd.15,490$3.13M1.33%
Convergence Financial, LLC13,067$2.64M0.70%
HAP Trading, LLC11,883$2.40M1.05%
Oak Hill Wealth Advisors, LLC11,481$2.32M0.70%
Axiom Advisory, LLC11,568$2.26M0.02%
Brown Financial Advisors10,900$2.20M0.99%
Capital Fund Management S.A.10,825$2.19M0.02%
Catalyst Funds Management Pty Ltd10,700$2.16M0.58%
Aviso Financial Inc.10,297$2.08M0.12%
BTG Pactual Asset Management US LLC8,956$1.81M0.45%
Cromwell Holdings LLC8,913$1.80M1.08%
Fullcircle Wealth LLC8,252$1.72M0.84%
Hussman Strategic Advisors, Inc.8,400$1.70M0.47%
Live Oak Investment Partners–$1.55M1.28%
Asset Advisors Investment Management, LLC7,457$1.51M0.16%
Thurston, Springer, Miller, Herd & Titak, Inc.6,984$1.41M0.44%
Fairscale Capital, LLC6,570$1.40M1.25%
Hardin Capital Partners, LLC6,813$1.38M0.90%
Symphony Financial Services, Inc.6,575$1.35M1.17%
Ashton Thomas Securities, LLC6,216$1.29M0.31%
Knollwood Investment Advisory, LLC6,310$1.28M0.14%
Versor Investments LP5,700$1.15M0.21%
Elser Financial Planning, Inc5,374$1.09M0.18%
Permanent Capital Management, LP3,710$1.08M0.22%
Sciencast Management LP5,107$1.03M0.36%
XTX Topco Ltd4,851$981.2K0.08%
Luts & Greenleigh Group, Inc4,541$918.4K0.96%
Ecofi Investissements SA4,850$912.7K0.51%
Alan B. Lancz & Associates, Inc.4,506$911.4K0.90%
TPG Advisors LLC4,417$893.5K0.76%
BlueSky Wealth Advisors, LLC4,336$877.0K0.15%
Center For Asset Management LLC4,297$869.1K0.57%
Maia Wealth LLC4,088$858.7K0.26%
Curated Wealth Partners LLC4,184$846.3K0.12%
GGM Financials LLC4,160$841.4K0.77%
Sterling Group Wealth Management, LLC3,978$804.7K0.46%
Carrera Capital Advisors3,891$787.0K0.26%
Dark Forest Capital Management LP3,854$779.5K0.14%
TradeLink Capital LLC3,700$748.0K2.16%
Ariadne Wealth Management, LP3,639$736.0K0.65%
Ibex Wealth Advisors3,582$724.5K0.11%
Stonekeep Investments, LLC3,536$715.1K0.58%
WJ Interests, LLC3,498$707.5K0.35%
Nebula Research & Development LLC3,475$702.9K0.11%
Bank & Trust Co3,472$702.2K0.60%
Koss-Olinger Consulting, LLC3,363$680.0K0.06%
Tudor Investment Corp Et Al3,317$670.9K0.01%
Creekside Partners3,286$664.6K0.37%
Cable Hill Partners, LLC3,195$646.1K0.07%
Fiduciary Financial Group, LLC2,990$638.7K0.15%
Van Eck Associates Corp3,201$636.0K0.00%
Wealthgarden F.S. LLC3,122$631.5K0.67%
Waypoint Wealth Partners Inc.3,071$621.1K0.18%
Smith Thornton Advisors LLC2,936$593.8K0.44%
DHK Financial Advisors, Inc.2,890$584.5K0.41%
Bridgefront Capital, LLC2,650$536.0K0.22%

Sold out (89)

Institutions that held JPMorgan Chase & Co at the end of Q1 2024 and filed for Q2 2024 without it.

Institutions that sold out of JPM in Q2 2024
InstitutionShares, Q1 2024Value, Q1 2024
American International Group, Inc.732,238$146.7M
Texas Permanent School Fund597,597$119.7M
Marshall Wace, LLP498,724$99.9M
Portfolio Strategies, Inc.382,549$76.6M
Junto Capital Management LP347,742$69.7M
Renaissance Technologies LLC310,642$62.2M
Point72 Asset Management, L.P.214,197$42.9M
Trexquant Investment LP167,237$33.5M
Ninety One UK Ltd154,666$31.0M
Weiss Asset Management LP126,217$25.3M
Wafra Inc.124,924$25.0M
Metropolitan Life Insurance Co116,604$23.4M
Lincoln National Corp115,243$23.1M
Hudson Bay Capital Management LP100,000$20.0M
Graham Capital Management, L.P.94,332$18.9M
Waratah Capital Advisors Ltd.70,958$14.2M
Ninety One SA (PTY) Ltd54,312$10.9M
Genus Capital Management Inc.51,286$10.3M
Exane Asset Management45,142$9.04M
ExodusPoint Capital Management, LP43,159$8.64M
Optimas Capital Ltd41,500$8.31M
Quattro Financial Advisors LLC40,000$8.01M
International Assets Investment Management, LLC608,675$7.06M
Susquehanna Portfolio Strategies, LLC33,300$6.67M
Arete Wealth Advisors, LLC33,088$6.62M
Lombard Odier Asset Management (USA) Corp30,100$6.03M
Evoke Wealth, LLC25,844$5.18M
Torno Capital, LLC25,000$5.01M
Weitz Investment Management, Inc.SuperinvestorWeitz Investment Management20,500$4.11M
Nwam LLC19,240$3.71M
Advisor Resource Council21,571$3.67M
Entropy Technologies, LP17,686$3.54M
Lloyd Advisory Services, LLC.16,250$3.25M
Advent Capital Management15,000$3.00M
Altman Advisors, Inc.14,365$2.86M
London & Capital Asset Management Ltd10,882$2.18M
Ategra Capital Management, LLC8,545$1.71M
Accuvest Global Advisors8,428$1.69M
Troluce Capital Advisors LLC8,400$1.68M
QVR LLC8,173$1.64M
Machina Capital S.A.S.8,021$1.61M
Sherbrooke Park Advisers LLC6,922$1.39M
Caption Management, LLC6,900$1.38M
Monograph Wealth Advisors, LLC5,823$1.17M
Delap Wealth Advisory, LLC5,595$1.12M
FNY Investment Advisers, LLC5,000$1.00M
Ramiah Investment Group4,701$941.6K
Unigestion Holding SA4,229$847.1K
Wellington Wealth Strategies, LLC.3,567$714.4K
Walleye Trading LLC3,426$686.2K
Bulltick Wealth Management, LLC3,409$682.8K
Bender Robert & Associates3,381$677.2K
Campbell & CO Investment Adviser LLC3,193$639.6K
Marathon Trading Investment Management LLC2,855$571.9K
Charles Schwab Investment Advisory, Inc.2,580$516.8K
Bayesian Capital Management, LP2,400$480.7K
BEAM Asset Management, LLC2,399$480.5K
Plum Street Advisors, LLC2,247$473.8K
Maverick Capital LtdSuperinvestorMaverick Capital2,263$453.3K
Verdad Advisers, LP2,103$421.2K
Mezzasalma Advisors, LLC2,078$416.2K
Conestoga Capital Advisors, LLC2,066$413.8K
Axiom Financial Strategies, LLC2,024$405.4K
Magnolia Wealth Management, LLC1,898$378.9K
New Vernon Capital Holdings II LLC1,887$378.0K
Websterrogers Financial Advisors, LLC1,846$369.9K
Crestone Asset Management LLC1,823$365.1K
Baron Financial Group, LLC1,680$336.5K
Hirtle Callaghan & Co LLC1,614$323.3K
Flossbach Von Storch AG1,611$322.7K
Berkshire Money Management, Inc.1,510$302.5K
Wealthstar Advisors, LLC1,460$292.5K
Balanced Wealth Group LLC1,476$291.4K
BlueCrest Capital Management Ltd1,285$257.4K
Flaharty Asset Management, LLC1,232$246.8K
Envoi LLC1,201$240.6K
Treasure Coast Financial Planning1,114$223.1K
Spectrum Investment Advisors, Inc.1,097$219.8K
Coho Partners, Ltd.1,088$217.9K
DGS Capital Management, LLC1,038$207.9K
Financial Synergies Wealth Advisors, Inc.787$157.6K
Cubist Systematic Strategies, LLC511$102.4K
Tfo-TDC, LLC509$102.0K
FRG Family Wealth Advisors LLC415$79.6K
Palouse Capital Management, Inc.250$50.1K
Davidson Capital Management Inc.186$37.3K
Friedenthal Financial45$9.01K
HighMark Wealth Management LLC0$2.00K
Global Assets Advisory, LLC154,974$779

Not filed for Q2 2024 yet (51)

Institutions that held JPMorgan Chase & Co at the end of Q1 2024 and haven't filed a 13F for Q2 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding JPM in Q1 2024 that haven't filed for Q2 2024
InstitutionShares, Q1 2024Value, Q1 2024
Credit Suisse AG4,311,733$862.3M
Manning & Napier Group, LLC532,154$106.6M
InterOcean Capital Group, LLC521,494$104.5M
Connectus Wealth, LLC467,796$93.7M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund449,214$90.0M
Degroof Petercam Asset Management411,533$82.4M
Cambridge Trust Co311,570$62.4M
Stewart & Patten Co LLC201,529$40.4M
Coulter & Justus Financial Services, LLC125,066$25.1M
Wilbanks Smith & Thomas Asset Management LLC117,034$23.4M
Ziegler Capital Management, LLC112,428$22.3M
CWA Asset Management Group, LLC93,760$18.8M
Coppell Advisory Solutions Corp.77,837$15.6M
Shell Asset Management Co66,437$13.4M
Steward Partners Investment Solutions, LLC51,081$10.2M
American National Bank & Trust Co49,333$9.88M
Concord Investment Counsel Inc.41,836$8.38M
Grey Street Capital, LLC36,153$7.24M
Imprint Wealth LLC34,120$6.79M
Eudaimonia Partners, LLC31,403$6.29M
Atlas Private Wealth Management29,624$5.93M
RIA Advisory Group LLC23,329$4.67M
Highlander Capital Management, LLC22,687$4.54M
Codex Capital, L.L.C.21,000$4.21M
Handelsinvest Investeringsforvaltning16,351$3.27M
Watts Gwilliam & Co., LLC14,570$2.94M
Summit Financial Group Inc13,531$2.71M
Eudaimonia Advisors LLC11,671$2.34M
Winning Points Advisors, LLC10,323$1.76M
Pflug Koory, LLC7,777$1.56M
Mango Five Family, Inc.7,680$1.54M
Objective Capital Management, LLC7,441$1.49M
Credential Qtrade Securities Inc.7,132$1.43M
BTG Pactual Global Asset Management Ltd6,907$1.38M
Cubic Asset Management, LLC6,570$1.32M
FirstPurpose Wealth LLC5,854$1.14M
Derbend Asset Management5,398$1.08M
Centurion Wealth Management LLC5,127$1.03M
Benedetti & Gucer, Inc.4,774$956.0K
KLR Investment Advisors, LLC4,987$950.5K
Eaton Financial Holdings Company, LLC4,499$901.2K
ML & R Wealth Management LLC3,903$781.8K
Tactive Advisors, LLC3,386$678.1K
Keating Wealth Management LLC3,094$619.7K
Financial Advisory Group3,091$619.1K
Van Leeuwen & Company, LLC2,373$475.3K
Norwood Financial Corp2,207$442.1K
FSA Wealth Management LLC1,774$355.3K
Ratio Wealth Group1,025$205.3K
Bromfield Sneider Wealth Advisors290$58.1K
Retirement Group, LLC157$31.4K