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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; 5,156 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, Q2 2024

Institutional positions in JPMorgan Chase & Co as of Jun 30, 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
4,181
+112 vs. Q1 2024
Shares held
2.06B
−5.77M (−0.3%) vs. Q1 2024
Total value
$416.2B
+$3.40B (+0.8%) vs. Q1 2024
New holders
201
1,741 more added
Sold out
89
1,813 more reduced

51 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2024: 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.

Institutional holdersQ2 2024: 4,181 institutions
Q1 2021: 3,218 institutionsQ2 2021: 3,246 institutionsQ3 2021: 3,239 institutionsQ4 2021: 3,594 institutionsQ1 2022: 3,519 institutionsQ2 2022: 3,428 institutionsQ3 2022: 3,396 institutionsQ4 2022: 3,629 institutionsQ1 2023: 3,612 institutionsQ2 2023: 3,672 institutionsQ3 2023: 3,711 institutionsQ4 2023: 4,001 institutionsQ1 2024: 4,120 institutionsQ2 2024: 4,181 institutionsQ3 2024: 4,215 institutionsQ4 2024: 4,679 institutionsQ1 2025: 4,679 institutionsQ2 2025: 4,752 institutionsQ3 2025: 4,765 institutionsQ4 2025: 5,154 institutionsQ1 2026: 5,102 institutionsQ2 2026: 5,156 institutions
Value heldQ2 2024: $416.2B
Q1 2021: $330.3BQ2 2021: $329.3BQ3 2021: $342.0BQ4 2021: $330.1BQ1 2022: $278.9BQ2 2022: $229.3BQ3 2022: $212.9BQ4 2022: $278.3BQ1 2023: $266.3BQ2 2023: $297.6BQ3 2023: $297.0BQ4 2023: $351.8BQ1 2024: $414.5BQ2 2024: $416.2BQ3 2024: $429.4BQ4 2024: $490.0BQ1 2025: $494.6BQ2 2025: $582.4BQ3 2025: $618.0BQ4 2025: $639.5BQ1 2026: $572.0BQ2 2026: $643.7B
Institutions holding JPM and their total value by quarter
QuarterHoldersValue
Q2 20265,156$643.7B
Q1 20265,102$572.0B
Q4 20255,154$639.5B
Q3 20254,765$618.0B
Q2 20254,752$582.4B
Q1 20254,679$494.6B
Q4 20244,679$490.0B
Q3 20244,215$429.4B
Q2 20244,181$416.2B
Q1 20244,120$414.5B
Q4 20234,001$351.8B
Q3 20233,711$297.0B
Q2 20233,672$297.6B
Q1 20233,612$266.3B
Q4 20223,629$278.3B
Q3 20223,396$212.9B
Q2 20223,428$229.3B
Q1 20223,519$278.9B
Q4 20213,594$330.1B
Q3 20213,239$342.0B
Q2 20213,246$329.3B
Q1 20213,218$330.3B

Institutions, Q2 2024

Shares, value and share of portfolio for each institution holding JPMorgan Chase & Co; share changes are against Q1 2024.

Institutions holding JPM in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
McClarren Financial Advisors, Inc.1,415$2180.15%+357+33.7%Added
PEAK6 Investments LLC3$5870.00%+3New
Insight Financial Services11$2.23K0.00%+1+10.0%Added
Caitlin John, LLC16$3.32K0.00%−5−23.8%Reduced
Thomas J. Herzfeld Advisors, Inc.19$3.84K0.00%+19New
Sanctuary Wealth Management, L.L.C.20$4.04K0.00%00.0%Unchanged
Kessler Investment Group, LLC26$5.42K0.00%00.0%Unchanged
Sofos Investments, Inc.27$5.46K0.00%−149−84.7%Reduced
JDM Financial Group LLC29$5.87K0.00%00.0%Unchanged
FSC Wealth Advisors, LLC31$6.27K0.00%−330−91.4%Reduced
PayPay Securities Corp32$6.47K0.54%00.0%Unchanged
PFG Private Wealth Management, LLC38$7.69K0.00%−30−44.1%Reduced
Elequin Capital LP45$9.10K0.00%+45New
Westend Capital Management, LLC47$9.66K0.00%−245−83.9%Reduced
Your Advocates Ltd., LLP50$10.1K0.00%−100−66.7%Reduced
Cypress Capital, LLC50$10.1K0.00%+50New
New Age Alpha Advisors, LLC52$10.5K0.01%+52New
WestEnd Advisors, LLC71$14.4K0.00%+4+6.0%Added
ClariVest Asset Management LLC86$17.3K0.00%−83−49.1%Reduced
Goodman Advisory Group, LLC93$18.8K0.01%00.0%Unchanged
Abich Financial Wealth Management LLC110$22.3K0.02%+84+323.1%Added
Camelot Portfolios, LLC113$22.9K0.01%+113New
Morton Brown Family Wealth, LLC115$24.2K0.01%00.0%Unchanged
Clarity Asset Management, Inc.122$24.8K0.02%00.0%Unchanged
SWAN Capital LLC125$25.3K0.01%+125New
New England Capital Financial Advisors LLC130$26.3K0.01%00.0%Unchanged
Clear Investment Research, LLC130$26.4K0.03%−4−3.0%Reduced
Carolina Wealth Advisors, LLC139$28.1K0.01%00.0%Unchanged
Lowe Wealth Advisors, LLC150$30.3K0.01%00.0%Unchanged
Glass Jacobson Investment Advisors llc157$31.8K0.01%−465−74.8%Reduced
Fairway Wealth LLC158$32.0K0.02%+158New
Delos Wealth Advisors, LLC165$33.4K0.03%00.0%Unchanged
Anfield Capital Management, LLC170$34.4K0.02%+170New
Robinswood Financial LLC174$35.2K0.01%00.0%Unchanged
Lummis Asset Management, LP182$36.8K0.05%00.0%Unchanged
LGT Financial Advisors LLC185$37.4K0.08%−2,903−94.0%Reduced
Creative Capital Management Investments LLC187$37.8K0.02%−80−30.0%Reduced
Richardson Capital Management LLC192$38.8K0.03%+22+12.9%Added
Briaud Financial Planning, Inc199$40.0K0.02%−1−0.5%Reduced
Strengthening Families & Communities, LLC196$40.0K0.01%+63+47.4%Added
Kathleen S. Wright Associates Inc.200$40.5K0.02%00.0%Unchanged
nVerses Capital, LLC200$40.5K0.02%+200New
Partnership Wealth Management, LLC207$41.9K0.03%00.0%Unchanged
Ulland Investment Advisors, LLC209$42.0K0.03%00.0%Unchanged
Breakwater Investment Management212$42.9K0.02%+85+66.9%Added
Bare Financial Services, Inc203$43.2K0.02%00.0%Unchanged
Grayhawk Investment Strategies Inc.222$44.9K0.20%00.0%Unchanged
Redmont Wealth Advisors LLC228$46.1K0.07%−100−30.5%Reduced
Vermillion & White Wealth Management Group, LLC234$47.3K0.04%00.0%Unchanged
Black Cypress Capital Management, LLC235$47.5K0.05%−500−68.0%Reduced
McMahon Financial Advisors, LLC247$50.0K0.01%+247New
VitalStone Financial, LLC254$51.5K0.04%+1+0.4%Added
Capula Management Ltd259$52.4K0.00%−1,395−84.3%Reduced
Financial Connections Group, Inc.263$53.0K0.03%+66+33.5%Added
BBJS Financial Advisors, LLC265$53.6K0.02%+215+430.0%Added
Avion Wealth272$54.0K0.01%−1,004−78.7%Reduced
Cedar Mountain Advisors, LLC268$54.1K0.01%−45−14.4%Reduced
Tanglewood Legacy Advisors, LLC273$55.2K0.03%00.0%Unchanged
Tower View Investment Management & Research LLC273$55.2K0.03%+2+0.7%Added
Veritas Investment Partners (UK) Ltd.280$56.6K0.00%00.0%Unchanged
Horizons Wealth Management278$58.3K0.05%00.0%Unchanged
Tanaka Capital Management Inc294$59.0K0.14%−25−7.8%Reduced
Painted Porch Advisors LLC298$60.3K0.03%+298New
Fortis Group Advisors, LLC304$61.6K0.01%−3,351−91.7%Reduced
Bear Mountain Capital, Inc.302$61.9K0.03%00.0%Unchanged
Kings Path Partners LLC311$62.9K0.03%+311New
Robbins Farley LLC329$66.5K0.04%−48−12.7%Reduced
True Wealth Design, LLC334$67.5K0.02%00.0%Unchanged
Quarry LP337$68.2K0.03%+308+1,062.1%Added
REAP Financial Group, LLC341$69.1K0.02%−30−8.1%Reduced
Rakuten Securities, Inc.364$73.6K0.03%−363−49.9%Reduced
Iron Horse Wealth Management, LLC375$75.9K0.03%00.0%Unchanged
DiNuzzo Private Wealth, Inc.398$80.5K0.01%+107+36.8%Added
Marquette Asset Management, LLC400$80.9K0.01%00.0%Unchanged
Red Tortoise LLC410$83.0K0.05%00.0%Unchanged
Pineridge Advisors LLC420$84.9K0.03%+5+1.2%Added
Miller Wealth Advisors, LLC430$87.0K0.05%00.0%Unchanged
Ridgewood Investments LLC433$87.6K0.04%+433New
Bay Harbor Wealth Management, LLC435$87.9K0.03%+8+1.9%Added
Nordwand Advisors, LLC439$88.8K0.04%00.0%Unchanged
Mowery & Schoenfeld Wealth Management, LLC440$89.0K0.13%+243+123.4%Added
Main Street Group, LTD444$91.2K0.04%−85−16.1%Reduced
Belvedere Trading LLC459$92.8K0.00%+459New
Davis Capital Management467$96.0K0.08%00.0%Unchanged
Horizon Financial Services, LLC484$97.9K0.06%00.0%Unchanged
Hoese & Co LLP485$98.3K0.09%+40+9.0%Added
Signature Resources Capital Management, LLC486$98.4K0.08%00.0%Unchanged
Ninepoint Partners LP499$100.9K0.01%+499New
Accordant Advisory Group Inc500$101.1K0.10%−4,336−89.7%Reduced
Cutler Capital Management, LLC500$101.1K0.04%00.0%Unchanged
Stuart Chaussee & Associates, Inc.501$101.3K0.03%+266+113.2%Added
Global Wealth Strategies & Associates515$104.2K0.04%00.0%Unchanged
Transcendent Capital Group LLC536$108.4K0.06%+11+2.1%Added
Cedar Wealth Management, LLC537$108.6K0.04%−1,531−74.0%Reduced
Horrell Capital Management, Inc.547$111.0K0.03%−1−0.2%Reduced
Walleye Capital LLC550$111.2K0.00%−17,347−96.9%Reduced
Valley Forge Investment Consultants Inc Adv563$113.9K0.04%00.0%Unchanged
Acima Private Wealth, LLC569$115.1K0.04%00.0%Unchanged
Northwest Capital Management Inc579$117.1K0.04%−725−55.6%Reduced
Broadwater Capital Management LLC581$117.5K0.09%00.0%Unchanged