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, 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.
| 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, Q2 2024
Shares, value and share of portfolio for each institution holding JPMorgan Chase & Co; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Insight 2811, Inc. | 3,186 | $644.4K | 0.33% | 00.0% | Unchanged |
| Cable Hill Partners, LLC | 3,195 | $646.1K | 0.07% | +3,195 | New |
| Mattern Capital Management, LLC | 3,195 | $646.2K | 0.09% | +553+20.9% | Added |
| Whelan Financial | 3,199 | $647.0K | 0.29% | +97+3.1% | Added |
| Options Solutions, LLC | 3,200 | $647.2K | 0.39% | −40−1.2% | Reduced |
| Outlook Wealth Advisors, LLC | 3,208 | $648.9K | 0.31% | +2,030+172.3% | Added |
| Wolff Financial Management LLC | 3,209 | $649.0K | 0.48% | 00.0% | Unchanged |
| GSG Advisors LLC | 3,168 | $650.8K | 0.23% | −289−8.4% | Reduced |
| Unionview, LLC | 3,221 | $651.5K | 0.53% | −50−1.5% | Reduced |
| Deltec Asset Management LLC | 3,225 | $652.3K | 0.12% | 00.0% | Unchanged |
| Laidlaw Wealth Management LLC | 3,229 | $653.1K | 0.36% | −719−18.2% | Reduced |
| Abound Wealth Management | 3,236 | $654.5K | 0.24% | +1,788+123.5% | Added |
| Cooper/Haims Advisors, LLC | 3,239 | $655.1K | 0.37% | +319+10.9% | Added |
| Consilio Wealth Advisors, LLC | 3,243 | $655.4K | 0.29% | +98+3.1% | Added |
| Davies Financial Advisors, Inc. | 3,240 | $655.4K | 0.61% | +381+13.3% | Added |
| Sweet Financial Partners, LLC | 3,241 | $655.5K | 0.15% | −136−4.0% | Reduced |
| Opus Capital Group, LLC | 3,246 | $656.0K | 0.09% | +770+31.1% | Added |
| Acorn Creek Capital LLC | 3,250 | $657.2K | 0.39% | +92+2.9% | Added |
| Ariston Services Group | 3,250 | $657.3K | 0.63% | −26−0.8% | Reduced |
| Ehrlich Financial Group | 3,275 | $662.5K | 0.52% | −14−0.4% | Reduced |
| ZRC Wealth Management, LLC | 3,279 | $663.2K | 0.31% | +10.0% | Added |
| Mayport, LLC | 3,284 | $664.2K | 0.24% | +601+22.4% | Added |
| Lockerman Financial Group, Inc. | 3,285 | $664.4K | 1.21% | −8−0.2% | Reduced |
| Creekside Partners | 3,286 | $664.6K | 0.37% | +3,286 | New |
| Pasadena Private Wealth, LLC | 3,288 | $665.1K | 0.15% | −75−2.2% | Reduced |
| BIP Wealth, LLC | 3,297 | $667.0K | 0.05% | −769−18.9% | Reduced |
| Hamilton Wealth, LLC | 3,299 | $667.3K | 0.18% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 3,300 | $667.5K | 0.19% | +2+0.1% | Added |
| Concorde Asset Management, LLC | 3,303 | $668.1K | 0.41% | −624−15.9% | Reduced |
| Altus Wealth Management, LLC | 3,313 | $670.0K | 0.32% | +30+0.9% | Added |
| Tudor Investment Corp Et Al | 3,317 | $670.9K | 0.01% | +3,317 | New |
| Guardian Asset Advisors, LLC | 3,317 | $671.5K | 0.49% | +782+30.8% | Added |
| Levy Wealth Management Group, LLC | 3,326 | $672.7K | 0.17% | +193+6.2% | Added |
| Vista Capital Partners, Inc. | 3,334 | $674.3K | 0.08% | +282+9.2% | Added |
| Vanguard Capital Wealth Advisors | 3,358 | $679.2K | 0.46% | +7+0.2% | Added |
| Koss-Olinger Consulting, LLC | 3,363 | $680.0K | 0.06% | +3,363 | New |
| Fountainhead AM, LLC | 3,363 | $680.2K | 0.16% | −9−0.3% | Reduced |
| Basepoint Wealth LLC | 3,373 | $682.2K | 0.54% | −67−1.9% | Reduced |
| Laraway Financial Inc | 3,373 | $682.2K | 0.58% | 00.0% | Unchanged |
| OneAscent Wealth Management LLC | 3,375 | $683.0K | 0.36% | −135−3.8% | Reduced |
| 49 Wealth Management, LLC | 3,326 | $683.3K | 0.13% | +1,232+58.8% | Added |
| Atticus Wealth Management, LLC | 3,379 | $683.3K | 0.22% | +241+7.7% | Added |
| Glass Wealth Management Co LLC | 3,379 | $683.5K | 0.40% | 00.0% | Unchanged |
| Prosperity Wealth Management, Inc. | 3,380 | $683.6K | 0.34% | −8−0.2% | Reduced |
| Henrickson Nauta Wealth Advisors, Inc. | 3,391 | $686.0K | 0.29% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 3,416 | $690.9K | 0.29% | +83+2.5% | Added |
| FDx Advisors, Inc. | 3,416 | $691.0K | 0.19% | −8,896−72.3% | Reduced |
| Invenio Wealth Partners LLC | 3,419 | $691.5K | 0.34% | −182−5.1% | Reduced |
| Safeguard Financial, LLC | 3,419 | $691.6K | 0.19% | +2,046+149.0% | Added |
| HTG Investment Advisors, Inc. | 3,437 | $695.2K | 0.37% | +34+1.0% | Added |
| LongView Wealth Management | 3,443 | $696.4K | 0.26% | −112−3.2% | Reduced |
| Dogwood Wealth Management LLC | 3,444 | $696.6K | 0.43% | +828+31.7% | Added |
| Grey Fox Wealth Advisors, LLC | 3,448 | $697.5K | 0.25% | −131−3.7% | Reduced |
| Ascension Asset Management LLC | 3,450 | $697.8K | 0.37% | −330−8.7% | Reduced |
| Per Stirling Capital Management, LLC. | 3,456 | $699.0K | 0.11% | −561−14.0% | Reduced |
| Capital Management Associates, Inc | 3,458 | $699.5K | 0.42% | −197−5.4% | Reduced |
| Kirtland Hills Capital Management, LLC | 4,786 | $699.5K | 0.58% | +570+13.5% | Added |
| Sierra Capital LLC | 3,471 | $702.0K | 0.09% | −1,125−24.5% | Reduced |
| Bank & Trust Co | 3,472 | $702.2K | 0.60% | +3,472 | New |
| Advance Capital Management, Inc. | 3,475 | $702.8K | 0.03% | +47+1.4% | Added |
| Nebula Research & Development LLC | 3,475 | $702.9K | 0.11% | +3,475 | New |
| AMJ Financial Wealth Management | 3,477 | $703.3K | 0.22% | +585+20.2% | Added |
| Cascade Investment Advisors, Inc. | 3,478 | $703.5K | 0.47% | −15−0.4% | Reduced |
| Braun-Bostich & Associates Inc. | 3,482 | $704.3K | 0.52% | +315+9.9% | Added |
| Wallington Asset Management, LLC | 3,494 | $707.0K | 0.11% | −10−0.3% | Reduced |
| WJ Interests, LLC | 3,498 | $707.5K | 0.35% | +3,498 | New |
| Keating Investment Counselors Inc | 3,500 | $707.9K | 0.23% | +575+19.7% | Added |
| Operose Advisors LLC | 3,523 | $712.6K | 0.25% | −483−12.1% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 3,529 | $713.8K | 0.00% | 00.0% | Unchanged |
| Bright Futures Wealth Management, LLC. | 3,586 | $714.0K | 0.39% | +22+0.6% | Added |
| Northstar Group, Inc. | 3,534 | $714.8K | 0.14% | −250−6.6% | Reduced |
| Stonekeep Investments, LLC | 3,536 | $715.1K | 0.58% | +3,536 | New |
| Silverlake Wealth Management LLC | 3,538 | $715.5K | 0.29% | −165−4.5% | Reduced |
| Up Strategic Wealth Investment Advisors LLC | 3,545 | $717.0K | 1.09% | +175+5.2% | Added |
| Vawter Financial, Ltd. | 3,550 | $718.1K | 0.49% | +829+30.5% | Added |
| Magnolia Capital Management Ltd | 3,575 | $723.0K | 0.61% | +250+7.5% | Added |
| Joule Financial, LLC | 3,576 | $723.2K | 0.29% | −4,935−58.0% | Reduced |
| Willis Johnson & Associates, Inc. | 3,578 | $723.6K | 0.06% | +639+21.7% | Added |
| Weaver Consulting Group | 3,580 | $724.1K | 0.25% | +584+19.5% | Added |
| Ibex Wealth Advisors | 3,582 | $724.5K | 0.11% | +3,582 | New |
| Arkansas Financial Group, Inc. | 3,591 | $726.4K | 0.13% | −131−3.5% | Reduced |
| Holland Advisory Services, Inc. | 3,592 | $726.5K | 0.90% | +2+0.1% | Added |
| Mayfair Advisory Group, LLC | 3,547 | $726.9K | 0.49% | +384+12.1% | Added |
| Strategic Family Wealth Counselors, L.L.C. | 3,603 | $728.7K | 0.28% | +47+1.3% | Added |
| RBA Wealth Management, LLC | 3,614 | $730.9K | 0.29% | −47−1.3% | Reduced |
| Burkett Financial Services, LLC | 3,625 | $733.2K | 0.38% | −6−0.2% | Reduced |
| Mosley Wealth Management | 3,628 | $733.8K | 0.62% | −445−10.9% | Reduced |
| Nottingham Advisors, Inc. | 3,628 | $733.8K | 0.09% | −173−4.6% | Reduced |
| Ariadne Wealth Management, LP | 3,639 | $736.0K | 0.65% | +3,639 | New |
| 1858 Wealth Management, LLC | 3,645 | $737.2K | 0.61% | +956+35.6% | Added |
| 1776 Wealth LLC | 3,649 | $738.0K | 0.33% | +166+4.8% | Added |
| Williamson Legacy Group, LLC | 3,655 | $739.3K | 0.55% | +581+18.9% | Added |
| Salomon & Ludwin, LLC | 3,656 | $739.5K | 0.08% | −2,519−40.8% | Reduced |
| Wellspring Financial Advisors, LLC | 3,675 | $743.3K | 0.10% | +403+12.3% | Added |
| Paragon Capital Management Ltd | 3,682 | $744.9K | 0.14% | −5−0.1% | Reduced |
| Meridian Financial, LLC | 3,685 | $745.4K | 0.54% | −25−0.7% | Reduced |
| Northwest Investment Counselors, LLC | 3,686 | $745.6K | 0.19% | +374+11.3% | Added |
| Rede Wealth, LLC | 3,692 | $746.8K | 0.69% | −2−0.1% | Reduced |
| Reston Wealth Management LLC | 3,696 | $747.5K | 0.30% | −985−21.0% | Reduced |
| Tanager Wealth Management LLP | 3,697 | $747.8K | 0.11% | −4,814−56.6% | Reduced |