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 |
|---|---|---|---|---|---|
| Cahill Financial Advisors Inc | 4,919 | $994.8K | 0.14% | +115+2.4% | Added |
| Wayfinding Financial, LLC | 4,922 | $995.0K | 0.56% | +76+1.6% | Added |
| Capstone Investment Advisors, LLC | 4,928 | $996.7K | 0.02% | +3,390+220.4% | Added |
| Aurora Private Wealth, Inc. | 4,927 | $997.0K | 0.87% | −956−16.3% | Reduced |
| Capstone Triton Financial Group, LLC | 4,937 | $998.6K | 0.70% | +190+4.0% | Added |
| Almanack Investment Partners, LLC. | 4,940 | $999.2K | 0.17% | +26+0.5% | Added |
| USA Financial Portformulas Corp | 4,941 | $999.4K | 0.16% | +3,405+221.7% | Added |
| Benson Investment Management Company, Inc. | 4,950 | $1.00M | 0.41% | 00.0% | Unchanged |
| Trust Co of the South | 4,952 | $1.00M | 0.24% | +6+0.1% | Added |
| Investment Partners Asset Management, Inc. | 4,956 | $1.00M | 0.89% | −244−4.7% | Reduced |
| Westhampton Capital, LLC | 4,959 | $1.00M | 0.54% | +10.0% | Added |
| Kennedy Investment Group | 4,967 | $1.00M | 0.51% | +183+3.8% | Added |
| Taylor Hoffman Wealth Management | 4,903 | $1.01M | 0.41% | +268+5.8% | Added |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 4,989 | $1.01M | 0.00% | +69+1.4% | Added |
| Alliance Wealth Management Group | 4,991 | $1.01M | 0.29% | 00.0% | Unchanged |
| Beaumont Asset Management, L.L.C. | 4,994 | $1.01M | 0.65% | +75+1.5% | Added |
| JBF Capital, Inc. | 5,000 | $1.01M | 0.16% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 5,000 | $1.01M | 0.61% | 00.0% | Unchanged |
| Nadler Financial Group, Inc. | 5,008 | $1.01M | 0.12% | +403+8.8% | Added |
| Financial Partners Group, Inc | 5,015 | $1.01M | 0.16% | −21−0.4% | Reduced |
| Hall Laurie J Trustee | 5,025 | $1.01M | 0.35% | −675−11.8% | Reduced |
| Keb Asset Management, LLC | 5,022 | $1.02M | 0.34% | +1,494+42.3% | Added |
| PFW Advisors LLC | 5,030 | $1.02M | 0.32% | −202−3.9% | Reduced |
| Great Diamond Partners, LLC | 5,044 | $1.02M | 0.24% | −338−6.3% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 5,078 | $1.03M | 0.29% | +205+4.2% | Added |
| Blackston Financial Advisory Group, LLC | 5,085 | $1.03M | 0.58% | +3,997+367.4% | Added |
| Dempze Nancy E | 5,088 | $1.03M | 0.71% | +1,530+43.0% | Added |
| Hutchinson Capital Management | 5,089 | $1.03M | 0.21% | +2,999+143.5% | Added |
| Aviso Wealth Management | 5,090 | $1.03M | 0.61% | −179−3.4% | Reduced |
| Longfellow Investment Management Co LLC | 5,091 | $1.03M | 0.26% | −2,286−31.0% | Reduced |
| Hedges Asset Management LLC | 5,100 | $1.03M | 0.74% | 00.0% | Unchanged |
| Sciencast Management LP | 5,107 | $1.03M | 0.36% | +5,107 | New |
| Richardson Financial Services Inc. | 5,115 | $1.03M | 0.75% | −321−5.9% | Reduced |
| Proathlete Wealth Management LLC | 5,117 | $1.03M | 0.49% | +152+3.1% | Added |
| Campion Asset Management LLC | 5,118 | $1.04M | 0.81% | −75−1.4% | Reduced |
| Fox Run Management, L.L.C. | 5,119 | $1.04M | 0.19% | +1,505+41.6% | Added |
| KilterHowling LLC | 5,125 | $1.04M | 0.71% | +84+1.7% | Added |
| Consolidated Portfolio Review Corp | 5,136 | $1.04M | 0.24% | +2,837+123.4% | Added |
| Smart Portfolios, LLC | 5,144 | $1.04M | 1.05% | +325+6.7% | Added |
| Latitude Advisors, LLC | 5,148 | $1.04M | 0.64% | +143+2.9% | Added |
| Seamount Financial Group Inc | 5,173 | $1.05M | 0.85% | −98−1.9% | Reduced |
| Woodward Financial Advisors, Inc. | 5,107 | $1.05M | 0.60% | +3,477+213.3% | Added |
| Wolverine Trading, LLC | 5,212 | $1.05M | 0.02% | −200,045−97.5% | Reduced |
| Providence First Trust Co | 5,212 | $1.05M | 0.48% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 5,219 | $1.06M | 0.08% | −77−1.5% | Reduced |
| Wealth Dimensions Group, Ltd. | 5,221 | $1.06M | 0.30% | −287−5.2% | Reduced |
| Creative Financial Designs Inc | 5,226 | $1.06M | 0.09% | +578+12.4% | Added |
| Narus Financial Partners, LLC | 5,228 | $1.06M | 0.43% | −74−1.4% | Reduced |
| Horan Securities, Inc. | 5,237 | $1.06M | 0.46% | +12+0.2% | Added |
| Oxler Private Wealth LLC | 5,238 | $1.06M | 0.39% | +27+0.5% | Added |
| Buttonwood Financial Advisors Inc. | 5,238 | $1.06M | 0.50% | −596−10.2% | Reduced |
| Leonard Rickey Investment Advisors P.L.L.C. | 5,238 | $1.06M | 0.25% | +248+5.0% | Added |
| Deseret Mutual Benefit Administrators | 5,239 | $1.06M | 0.49% | −305−5.5% | Reduced |
| Councilmark Asset Management, LLC | 5,242 | $1.06M | 0.75% | 00.0% | Unchanged |
| Swisher Financial Concepts, Inc. | 5,081 | $1.06M | 1.08% | −501−9.0% | Reduced |
| Full Sail Capital, LLC | 5,252 | $1.06M | 0.07% | +394+8.1% | Added |
| Drake & Associates, LLC | 5,256 | $1.06M | 0.38% | +212+4.2% | Added |
| Willner & Heller, LLC | 5,260 | $1.06M | 1.02% | +29+0.6% | Added |
| Gateway Wealth Partners, LLC | 5,275 | $1.07M | 0.32% | −98−1.8% | Reduced |
| Renaissance Group LLC | 5,277 | $1.07M | 0.04% | −18−0.3% | Reduced |
| Hofer & Associates. Inc | 5,287 | $1.07M | 0.83% | +131+2.5% | Added |
| Gerber, LLC | 5,305 | $1.07M | 0.84% | +30+0.6% | Added |
| Sage Private Wealth Group, LLC | 5,306 | $1.07M | 0.90% | +376+7.6% | Added |
| Keystone Wealth Services, LLC | 5,309 | $1.07M | 0.33% | +1,018+23.7% | Added |
| West Bancorporation Inc | 5,312 | $1.07M | 0.79% | −61−1.1% | Reduced |
| Permanent Capital Management, LP | 3,710 | $1.08M | 0.22% | +3,710 | New |
| Oldfather Financial Services, LLC | 5,322 | $1.08M | 0.44% | +57+1.1% | Added |
| Summit Wealth Partners, LLC | 5,326 | $1.08M | 0.22% | +20.0% | Added |
| Atlas Private Wealth Advisors | 5,333 | $1.08M | 0.18% | +2,924+121.4% | Added |
| Angeles Investment Advisors, LLC | 5,341 | $1.08M | 0.06% | −1,606−23.1% | Reduced |
| Skba Capital Management LLC | 5,342 | $1.08M | 0.17% | −270−4.8% | Reduced |
| Grant Street Asset Management, Inc. | 5,344 | $1.08M | 0.34% | 00.0% | Unchanged |
| Reynders McVeigh Capital Management, LLC | 5,345 | $1.08M | 0.06% | +73+1.4% | Added |
| Probity Advisors, Inc. | 5,346 | $1.08M | 0.22% | −303−5.4% | Reduced |
| Renasant Bank | 5,355 | $1.08M | 0.75% | −915−14.6% | Reduced |
| Evolution Wealth Advisors, LLC | 5,368 | $1.08M | 0.21% | −38−0.7% | Reduced |
| Rosenberg Matthew Hamilton | 5,291 | $1.09M | 0.32% | +264+5.3% | Added |
| Elser Financial Planning, Inc | 5,374 | $1.09M | 0.18% | +5,374 | New |
| Bellevue Asset Management, LLC | 5,393 | $1.09M | 0.60% | +20.0% | Added |
| Port Capital LLC | 5,394 | $1.09M | 0.05% | −12−0.2% | Reduced |
| Hara Capital LLC | 5,406 | $1.09M | 0.70% | −31−0.6% | Reduced |
| Private Client Services, LLC | 5,414 | $1.09M | 0.69% | −84−1.5% | Reduced |
| Evernest Financial Advisors, LLC | 5,430 | $1.10M | 0.49% | +8+0.1% | Added |
| Stephenson National Bank & Trust | 5,432 | $1.10M | 0.37% | −2,509−31.6% | Reduced |
| Cross Staff Investments Inc | 5,438 | $1.10M | 0.92% | +10.0% | Added |
| TKG Advisors, LLC | 5,452 | $1.10M | 0.60% | −642−10.5% | Reduced |
| Sovereign Financial Group, Inc. | 5,471 | $1.11M | 0.28% | +308+6.0% | Added |
| Howard Financial Services, Ltd. | 5,471 | $1.11M | 0.18% | −544−9.0% | Reduced |
| Cambridge Advisors Inc. | 5,473 | $1.11M | 0.26% | +9+0.2% | Added |
| Omnia Family Wealth, LLC | 5,475 | $1.11M | 0.47% | +173+3.3% | Added |
| Boothbay Fund Management, LLC | 5,479 | $1.11M | 0.04% | −4,743−46.4% | Reduced |
| Hohimer Wealth Management, LLC | 5,479 | $1.11M | 0.26% | −34,249−86.2% | Reduced |
| Burt Wealth Advisors | 5,487 | $1.11M | 0.29% | −174−3.1% | Reduced |
| Hurlow Wealth Management Group, Inc. | 5,498 | $1.11M | 0.38% | −84−1.5% | Reduced |
| Bayview Asset Management, LLC | 5,500 | $1.11M | 0.66% | +1,000+22.2% | Added |
| Firestone Capital Management | 5,509 | $1.11M | 0.30% | +10.0% | Added |
| Wallace Advisory Group, LLC | 5,527 | $1.12M | 0.80% | −1,294−19.0% | Reduced |
| Heritage Wealth Partners, LLC | 5,528 | $1.12M | 1.62% | +2,872+108.1% | Added |
| Lodestar Private Asset Management LLC | 5,534 | $1.12M | 0.15% | −40−0.7% | Reduced |
| Triad Wealth Partners, LLC | 5,536 | $1.12M | 0.59% | +1,684+43.7% | Added |