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 |
|---|---|---|---|---|---|
| TradeLink Capital LLC | 3,700 | $748.0K | 2.16% | +3,700 | New |
| Diversified Portfolios, Inc. | 3,699 | $748.2K | 0.10% | 00.0% | Unchanged |
| Bridgewealth Advisory Group, LLC | 3,702 | $748.9K | 0.33% | +11+0.3% | Added |
| Cottonwood Capital Advisors, LLC | 3,614 | $750.4K | 0.59% | −495−12.0% | Reduced |
| NCP Inc. | 3,712 | $750.8K | 0.47% | −990−21.1% | Reduced |
| Single Point Partners, LLC | 3,715 | $751.0K | 1.29% | +38+1.0% | Added |
| Arkfeld Wealth Strategies, L.L.C. | 3,669 | $752.8K | 0.38% | +17+0.5% | Added |
| Portland Global Advisors LLC | 3,725 | $753.4K | 0.10% | 00.0% | Unchanged |
| Santori & Peters | 3,727 | $753.9K | 0.32% | −70−1.8% | Reduced |
| Garde Capital, Inc. | 3,729 | $754.0K | 0.05% | −274−6.8% | Reduced |
| Hourglass Capital, LLC | 3,735 | $755.4K | 0.22% | +25+0.7% | Added |
| Fiera Capital Corp | 3,738 | $756.0K | 0.00% | +63+1.7% | Added |
| Gries Financial LLC | 3,742 | $756.8K | 0.16% | −3,923−51.2% | Reduced |
| M3 Advisory Group, LLC | 3,744 | $757.2K | 0.62% | +155+4.3% | Added |
| Newbridge Financial Services Group, Inc. | 3,749 | $758.2K | 0.28% | −268−6.7% | Reduced |
| Dougherty Wealth Advisers LLC | 3,749 | $758.3K | 0.66% | +75+2.0% | Added |
| Maltin Wealth Management, Inc. | 3,752 | $758.9K | 0.41% | +5+0.1% | Added |
| Prostatis Group LLC | 3,763 | $761.2K | 0.27% | +774+25.9% | Added |
| Lifeworks Advisors, LLC | 3,776 | $763.7K | 0.21% | −1,105−22.6% | Reduced |
| Tillman Hartley LLC | 3,779 | $764.3K | 0.26% | 00.0% | Unchanged |
| WealthTrust Asset Management, LLC | 3,783 | $765.1K | 0.56% | +8+0.2% | Added |
| Impact Partnership Wealth, LLC | 3,793 | $767.3K | 0.20% | +3,413+898.2% | Added |
| GenTrust, LLC | 3,798 | $768.2K | 0.04% | +913+31.6% | Added |
| Oberweis Asset Management Inc | 3,807 | $769.9K | 0.05% | +3+0.1% | Added |
| LCM Capital Management Inc | 3,811 | $770.8K | 0.48% | 00.0% | Unchanged |
| Ruggaard & Associates LLC | 3,819 | $772.4K | 0.36% | 00.0% | Unchanged |
| Total Investment Management Inc | 3,831 | $774.9K | 0.10% | −9−0.2% | Reduced |
| Howard Wealth Management, LLC | 3,837 | $776.1K | 0.61% | −60−1.5% | Reduced |
| Semus Wealth Partners LLC | 3,843 | $777.3K | 0.60% | +64+1.7% | Added |
| Seeds Investor LLC | 3,849 | $778.6K | 0.40% | +421+12.3% | Added |
| Dark Forest Capital Management LP | 3,854 | $779.5K | 0.14% | +3,854 | New |
| Cape Investment Advisory, Inc. | 3,866 | $781.9K | 0.35% | −459−10.6% | Reduced |
| Carrera Capital Advisors | 3,891 | $787.0K | 0.26% | +3,891 | New |
| Mach-1 Financial Group, Inc. | 3,884 | $787.0K | 0.55% | +194+5.3% | Added |
| Old North State Trust, LLC | 3,900 | $789.0K | 0.68% | 00.0% | Unchanged |
| TSFG, LLC | 3,899 | $789.0K | 0.18% | +75+2.0% | Added |
| GenWealth Group, Inc. | 3,912 | $791.2K | 0.19% | −10−0.3% | Reduced |
| Essex Investment Management Co LLC | 3,912 | $791.2K | 0.15% | 00.0% | Unchanged |
| Auto-Owners Insurance Co | 3,915 | $791.8K | 0.02% | 00.0% | Unchanged |
| Legacy Financial Strategies, LLC | 3,801 | $793.2K | 0.19% | +525+16.0% | Added |
| Arthur M. Cohen & Associates, LLC | 3,931 | $795.2K | 0.15% | −99−2.5% | Reduced |
| IVC Wealth Advisors LLC | 3,935 | $795.9K | 0.45% | −15−0.4% | Reduced |
| Tyler-Stone Wealth Management | 3,938 | $796.4K | 0.33% | −172−4.2% | Reduced |
| McAdam, LLC | 3,939 | $796.7K | 0.05% | +456+13.1% | Added |
| Thomas Story & Son LLC | 3,940 | $797.0K | 0.34% | 00.0% | Unchanged |
| Ironwood Investment Management LLC | 3,954 | $799.7K | 0.43% | −5,800−59.5% | Reduced |
| Waterway Wealth Management, LLC | 3,955 | $799.8K | 0.39% | +811+25.8% | Added |
| Vantage Financial Partners, LLC | 3,955 | $799.9K | 0.21% | −31−0.8% | Reduced |
| Sterling Group Wealth Management, LLC | 3,978 | $804.7K | 0.46% | +3,978 | New |
| American Capital Advisory, LLC | 4,731 | $804.7K | 0.58% | +668+16.4% | Added |
| LWMG, LLC | 3,985 | $805.9K | 0.17% | −10−0.3% | Reduced |
| Harbor Group, Inc. | 3,987 | $806.5K | 0.21% | −10.0% | Reduced |
| Security National Bank of So Dak | 4,011 | $811.3K | 0.49% | 00.0% | Unchanged |
| Holistic Planning, LLC | 4,052 | $811.6K | 0.62% | 00.0% | Unchanged |
| Whalen Wealth Management Inc. | 4,021 | $813.2K | 0.64% | −14−0.3% | Reduced |
| Taylor Financial Group, Inc. | 4,041 | $817.3K | 0.63% | 00.0% | Unchanged |
| Black Swift Group, LLC | 4,050 | $819.2K | 0.19% | −11,573−74.1% | Reduced |
| Castleview Partners, LLC | 4,052 | $819.6K | 0.47% | −286−6.6% | Reduced |
| Investmark Advisory Group LLC | 4,061 | $821.4K | 0.44% | −21−0.5% | Reduced |
| Horizon Kinetics Asset Management LLC | 4,067 | $822.6K | 0.01% | −392−8.8% | Reduced |
| Quantum Private Wealth, LLC | 4,069 | $823.0K | 0.29% | +340+9.1% | Added |
| Wimmer Associates 1, LLC | 4,074 | $824.0K | 0.42% | −81−1.9% | Reduced |
| Clearview Wealth Advisors LLC | 4,077 | $824.7K | 0.72% | −180−4.2% | Reduced |
| Kaydan Wealth Management, Inc. | 4,081 | $825.4K | 0.29% | +88+2.2% | Added |
| Warren Street Wealth Advisors, LLC | 4,097 | $828.7K | 0.41% | +30+0.7% | Added |
| BIT Capital GmbH | 4,101 | $829.5K | 0.08% | −33,083−89.0% | Reduced |
| Gibbs Wealth Management | 4,101 | $829.5K | 0.34% | +812+24.7% | Added |
| Garden State Investment Advisory Services LLC | 4,093 | $830.3K | 0.29% | +191+4.9% | Added |
| AXS Investments LLC | 4,110 | $831.3K | 0.23% | −927−18.4% | Reduced |
| Armstrong Advisory Group, Inc | 4,121 | $833.5K | 0.07% | +522+14.5% | Added |
| Summa Corp. | 4,132 | $835.7K | 0.41% | −65−1.5% | Reduced |
| CMG Global Holdings, LLC | 4,138 | $837.0K | 0.55% | −21−0.5% | Reduced |
| S.A. Mason LLC | 4,155 | $840.4K | 0.48% | +246+6.3% | Added |
| GGM Financials LLC | 4,160 | $841.4K | 0.77% | +4,160 | New |
| Ellevest, Inc. | 4,160 | $841.4K | 0.05% | −774−15.7% | Reduced |
| CJM Wealth Advisers, Ltd. | 4,112 | $844.8K | 0.31% | −396−8.8% | Reduced |
| Goldstein Advisors, LLC | 4,181 | $845.6K | 0.14% | +164+4.1% | Added |
| Robinson Smith Wealth Advisors LLC | 4,182 | $845.9K | 0.74% | +1,006+31.7% | Added |
| Curated Wealth Partners LLC | 4,184 | $846.3K | 0.12% | +4,184 | New |
| Walden Wealth Partners LLC | 4,193 | $848.1K | 0.47% | 00.0% | Unchanged |
| Custom Index Systems, LLC | 4,200 | $849.5K | 0.49% | +762+22.2% | Added |
| Davidson Investment Advisors | 4,203 | $850.1K | 0.04% | −285−6.4% | Reduced |
| S. R. Schill & Associates | 4,204 | $850.2K | 0.37% | +9+0.2% | Added |
| Archetype Wealth Partners | 4,209 | $851.0K | 0.14% | −325−7.2% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4,206 | $851.0K | 0.09% | −2,026−32.5% | Reduced |
| Ssi Investment Management LLC | 4,212 | $851.9K | 0.07% | −5−0.1% | Reduced |
| R.H. Dinel Investment Counsel, Inc. | 4,217 | $852.9K | 0.55% | 00.0% | Unchanged |
| Cavalier Investments, LLC | 4,230 | $855.6K | 0.26% | +124+3.0% | Added |
| Harvest Investment Services, LLC | 4,241 | $857.9K | 0.34% | −359−7.8% | Reduced |
| Michael B. Yongue | 4,242 | $858.0K | 0.74% | −170−3.9% | Reduced |
| Maia Wealth LLC | 4,088 | $858.7K | 0.26% | +4,088 | New |
| New Vernon Investment Management LLC | 4,253 | $860.2K | 1.12% | 00.0% | Unchanged |
| Watershed Private Wealth LLC | 4,257 | $861.0K | 0.37% | +9+0.2% | Added |
| Retirement Planning Co of New England, Inc. | 4,263 | $862.2K | 0.47% | −162−3.7% | Reduced |
| GPS Wealth Strategies Group, LLC | 4,266 | $862.9K | 0.13% | +91+2.2% | Added |
| Spotlight Asset Group, Inc. | 4,268 | $863.2K | 0.60% | +291+7.3% | Added |
| Hassell Wealth Management, LLC | 4,012 | $863.3K | 0.39% | 00.0% | Unchanged |
| Center For Asset Management LLC | 4,297 | $869.1K | 0.57% | +4,297 | New |
| Affinity Capital Advisors, LLC | 4,300 | $869.7K | 0.18% | −10−0.2% | Reduced |
| TCM Advisors, LLC | – | $869.7K | 0.76% | – | – |