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 |
|---|---|---|---|---|---|
| Borer Denton & Associates, Inc. | 4,304 | $870.5K | 0.32% | 00.0% | Unchanged |
| Rational Advisors LLC | 4,307 | $871.1K | 0.08% | +2,805+186.8% | Added |
| Hillcrest Wealth Advisors - NY, LLC | 4,310 | $871.7K | 0.47% | 00.0% | Unchanged |
| Wedge Capital Management L L P | 4,323 | $874.4K | 0.02% | −402−8.5% | Reduced |
| Cardinal Strategic Wealth Guidance | 4,324 | $874.6K | 0.32% | +217+5.3% | Added |
| Crown Wealth Group, LLC | 4,327 | $875.2K | 0.44% | −210−4.6% | Reduced |
| BlueSky Wealth Advisors, LLC | 4,336 | $877.0K | 0.15% | +4,336 | New |
| Roberts Glore & Co Inc | 4,341 | $878.0K | 0.26% | −324−6.9% | Reduced |
| HBW Advisory Services LLC | 4,355 | $880.9K | 0.15% | +91+2.1% | Added |
| Pine Haven Investment Counsel, Inc | 4,357 | $881.2K | 0.76% | 00.0% | Unchanged |
| Darden Wealth Group Inc | 4,380 | $885.9K | 0.67% | +60+1.4% | Added |
| California First Leasing Corp | 4,380 | $885.9K | 0.40% | 00.0% | Unchanged |
| Meridian Wealth Partners, LLC | 4,386 | $887.1K | 0.16% | +241+5.8% | Added |
| Werba Rubin Papier Wealth Management | 4,387 | $887.3K | 0.24% | −749−14.6% | Reduced |
| Avalon Trust Co | 4,388 | $887.5K | 0.07% | −659−13.1% | Reduced |
| Heritage Investment Group, Inc. | 4,400 | $890.0K | 0.18% | −26−0.6% | Reduced |
| Retirement Income Solutions, Inc | 4,403 | $890.6K | 0.22% | −123−2.7% | Reduced |
| Aspire Private Capital, LLC | 4,412 | $892.4K | 0.23% | +88+2.0% | Added |
| Wagner Wealth Management, LLC | 4,417 | $893.3K | 0.27% | −51−1.1% | Reduced |
| TPG Advisors LLC | 4,417 | $893.5K | 0.76% | +4,417 | New |
| First National Corp | 4,418 | $893.5K | 0.21% | +62+1.4% | Added |
| Wealthstream Advisors, Inc. | 4,420 | $893.9K | 0.33% | −151−3.3% | Reduced |
| Ewa, LLC | 4,259 | $895.7K | 0.37% | +155+3.8% | Added |
| TFC Financial Management | 4,434 | $896.9K | 0.16% | −445−9.1% | Reduced |
| LWM Advisory Services, LLC | 4,436 | $897.1K | 0.76% | −955−17.7% | Reduced |
| Requisite Capital Management, LLC | 4,443 | $898.6K | 0.20% | +2,363+113.6% | Added |
| China Universal Asset Management Co., Ltd. | 4,449 | $899.9K | 0.13% | −1,465−24.8% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 4,449 | $899.9K | 0.12% | +62+1.4% | Added |
| Twin Focus Capital Partners, LLC | 4,452 | $900.5K | 0.14% | 00.0% | Unchanged |
| Meridian Management Co | 4,452 | $900.6K | 0.25% | +43+1.0% | Added |
| Elgethun Capital Management | 4,455 | $901.1K | 0.23% | +20.0% | Added |
| Vigilare Wealth Management | 4,458 | $901.7K | 0.40% | +7+0.2% | Added |
| Fca Corp | 4,460 | $902.1K | 0.29% | −11−0.2% | Reduced |
| Mogy Joel R Investment Counsel Inc | 4,466 | $903.3K | 0.06% | −1,058−19.2% | Reduced |
| Activest Wealth Management | 4,468 | $903.7K | 0.30% | +4,431+11,975.7% | Added |
| Brown Capital Management LLC | 4,474 | $904.9K | 0.02% | −165−3.6% | Reduced |
| Liberty Wealth Management LLC | 51,376 | $907.0K | 0.17% | +46,982+1,069.2% | Added |
| Analyst IMS Investment Management Services Ltd. | 4,502 | $911.0K | 0.04% | +3,213+249.3% | Added |
| Alan B. Lancz & Associates, Inc. | 4,506 | $911.4K | 0.90% | +4,506 | New |
| Patron Partners Advisors, LLC | 4,506 | $911.5K | 0.54% | +14+0.3% | Added |
| Ecofi Investissements SA | 4,850 | $912.7K | 0.51% | +4,850 | New |
| WNY Asset Management, LLC | 4,522 | $914.6K | 0.12% | +664+17.2% | Added |
| Wendell David Associates Inc | 4,522 | $915.0K | 0.09% | −50−1.1% | Reduced |
| Luts & Greenleigh Group, Inc | 4,541 | $918.4K | 0.96% | +4,541 | New |
| CWS Financial Advisors, LLC | 4,544 | $919.1K | 0.36% | −17−0.4% | Reduced |
| Great Oak Capital Partners, LLC | 4,468 | $919.6K | 0.35% | −51−1.1% | Reduced |
| Tevis Investment Management | 4,550 | $920.3K | 0.74% | +170+3.9% | Added |
| PSI Advisors, LLC | 4,556 | $921.5K | 0.29% | −50−1.1% | Reduced |
| Hillsdale Investment Management Inc. | 4,560 | $922.3K | 0.07% | +2,660+140.0% | Added |
| Fiducient Advisors LLC | 4,570 | $924.4K | 0.13% | −2,469−35.1% | Reduced |
| Sterneck Capital Management, LLC | 4,571 | $924.6K | 0.52% | 00.0% | Unchanged |
| Shulman DeMeo Asset Management LLC | 4,578 | $926.0K | 0.24% | +109+2.4% | Added |
| Jacobsen Capital Management | 4,581 | $926.5K | 0.41% | +506+12.4% | Added |
| Matisse Capital | 4,581 | $926.6K | 0.46% | 00.0% | Unchanged |
| ERTS Wealth Advisors, LLC | 4,601 | $930.6K | 0.19% | −115−2.4% | Reduced |
| Family Firm, Inc. | 4,614 | $933.3K | 0.21% | +12+0.3% | Added |
| Cutter & CO Brokerage, Inc. | 4,623 | $935.1K | 0.23% | −266−5.4% | Reduced |
| Eldridge Investment Advisors, Inc. | 4,628 | $936.0K | 0.24% | +275+6.3% | Added |
| Fiduciary Planning LLC | 4,636 | $937.7K | 0.34% | +55+1.2% | Added |
| Helen Stephens Group, LLC | 4,640 | $938.5K | 0.32% | −712−13.3% | Reduced |
| Old Point Trust & Financial Services N A | 4,640 | $938.5K | 0.36% | −235−4.8% | Reduced |
| Merrion Investment Management Co, LLC | 4,644 | $939.3K | 0.65% | +100+2.2% | Added |
| Planning Center, Inc. | 4,653 | $941.2K | 0.12% | +11+0.2% | Added |
| Investment Advisory Group, LLC | 4,677 | $946.1K | 0.37% | +897+23.7% | Added |
| Southeast Asset Advisors Inc. | 4,679 | $946.4K | 0.11% | +20.0% | Added |
| MinichMacGregor Wealth Management, LLC | 4,688 | $948.2K | 0.23% | −48−1.0% | Reduced |
| Collective Family Office LLC | 4,689 | $948.4K | 0.28% | +975+26.3% | Added |
| Eagle Harbor Asset Management Inc | 4,713 | $953.3K | 1.02% | −238−4.8% | Reduced |
| Insight Advisors, LLC | 4,719 | $954.6K | 0.17% | +31+0.7% | Added |
| Private Wealth Strategies, L.L.C. | 4,731 | $956.8K | 0.19% | +286+6.4% | Added |
| Abel Hall, LLC | 4,758 | $962.3K | 0.68% | +1,249+35.6% | Added |
| Red Wave Investments LLC | 4,761 | $963.0K | 0.36% | 00.0% | Unchanged |
| Cedrus LLC | 4,765 | $963.8K | 0.48% | +371+8.4% | Added |
| Morris Retirement Advisors, LLC | 4,774 | $965.6K | 0.55% | +28+0.6% | Added |
| Traveka Wealth, LLC | 4,786 | $968.0K | 0.47% | +5+0.1% | Added |
| Cassia Capital Partners, LLC | 4,788 | $968.4K | 0.64% | +110+2.4% | Added |
| Weinberger Asset Management, Inc | 4,793 | $969.4K | 0.46% | +42+0.9% | Added |
| Northwest Financial Advisors | 4,794 | $969.6K | 0.99% | −58−1.2% | Reduced |
| Florida Financial Advisors, LLC | 4,800 | $970.9K | 0.58% | +667+16.1% | Added |
| Shelton Wealth Management, LLC | 4,802 | $971.2K | 0.58% | −750−13.5% | Reduced |
| Spinnaker Investment Group, LLC | 4,821 | $975.2K | 0.27% | −431−8.2% | Reduced |
| Round Rock Advisors, LLC | 4,822 | $975.4K | 0.24% | −301−5.9% | Reduced |
| Apollon Financial, LLC | 4,824 | $975.7K | 0.32% | +212+4.6% | Added |
| Humankind Investments LLC | 4,824 | $975.7K | 0.26% | +1,038+27.4% | Added |
| Horizon Wealth Management, LLC | 4,840 | $978.9K | 0.23% | −188−3.7% | Reduced |
| BCJ Capital Management, LLC | 4,846 | $980.1K | 0.08% | +557+13.0% | Added |
| Sym Financial Corp | 4,848 | $980.6K | 0.16% | +59+1.2% | Added |
| XTX Topco Ltd | 4,851 | $981.2K | 0.08% | +4,851 | New |
| Capital Advisory Group Advisory Services, LLC | 4,858 | $982.7K | 0.42% | +1,635+50.7% | Added |
| Diamant Asset Management, Inc. | 4,861 | $983.2K | 0.66% | 00.0% | Unchanged |
| Disciplined Equity Management, Inc. | 4,863 | $983.6K | 0.65% | 00.0% | Unchanged |
| Baron Wealth Management LLC | 4,871 | $985.3K | 0.51% | −127−2.5% | Reduced |
| NFP Retirement, Inc. | 4,881 | $987.0K | 0.08% | −55−1.1% | Reduced |
| Walled Lake Planning & Wealth Management, LLC | 4,885 | $988.1K | 0.40% | +703+16.8% | Added |
| Voisard Asset Management Group, Inc. | 4,895 | $990.0K | 0.48% | +6+0.1% | Added |
| Alliance Wealth Advisors, LLC | 4,899 | $990.9K | 0.62% | −17−0.3% | Reduced |
| Zega Financial, LLC | 4,904 | $991.9K | 0.36% | +908+22.7% | Added |
| Doheny Asset Management | 4,905 | $992.0K | 0.71% | 00.0% | Unchanged |
| Mainsail Financial Group, LLC | 4,913 | $993.6K | 0.58% | +231+4.9% | Added |
| SRN Advisors, LLC | 4,916 | $994.3K | 0.83% | −3,470−41.4% | Reduced |