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 |
|---|---|---|---|---|---|
| Tributary Capital Management, LLC | 5,539 | $1.12M | 0.09% | −240−4.2% | Reduced |
| Allie Family Office LLC | 5,541 | $1.12M | 0.67% | 00.0% | Unchanged |
| Oliver Luxxe Assets LLC | 5,548 | $1.12M | 0.24% | +202+3.8% | Added |
| New Century Financial Group, LLC | 5,562 | $1.12M | 0.48% | −654−10.5% | Reduced |
| Sandbox Financial Partners, LLC | 5,566 | $1.13M | 0.43% | +25+0.5% | Added |
| Tranquilli Financial Advisor LLC | 5,482 | $1.13M | 0.75% | +75+1.4% | Added |
| Moller Financial Services | 5,576 | $1.13M | 0.30% | 00.0% | Unchanged |
| Avaii Wealth Management, LLC | 5,582 | $1.13M | 0.63% | −65−1.2% | Reduced |
| Eagle Strategies LLC | 5,588 | $1.13M | 0.22% | −6,126−52.3% | Reduced |
| Granite Harbor Advisors, Inc. | 5,599 | $1.13M | 0.72% | +861+18.2% | Added |
| Warther Private Wealth, LLC | 5,599 | $1.13M | 0.44% | +980+21.2% | Added |
| Retirement Planning Group | 5,602 | $1.13M | 0.07% | 00.0% | Unchanged |
| Cardiff Park Advisors, LLC | 5,606 | $1.13M | 0.11% | +15+0.3% | Added |
| Investors Research Corp | 5,608 | $1.13M | 0.27% | +25+0.4% | Added |
| Patriot Investment Management Inc. | 5,612 | $1.14M | 0.09% | +35+0.6% | Added |
| Private Wealth Advisors | 5,527 | $1.14M | 0.50% | −5−0.1% | Reduced |
| Roberts Capital Advisors, LLC | 5,671 | $1.14M | 1.09% | 00.0% | Unchanged |
| Quest Partners LLC | 5,618 | $1.14M | 0.15% | −4,545−44.7% | Reduced |
| ROI Financial Advisors, LLC | 5,636 | $1.14M | 0.83% | +362+6.9% | Added |
| Greylin Investment Mangement Inc | 5,625 | $1.14M | 0.19% | −300−5.1% | Reduced |
| First National Bank | 5,627 | $1.14M | 0.84% | +35+0.6% | Added |
| Virtu Financial LLC | 5,640 | $1.14M | 0.08% | +2,664+89.5% | Added |
| Tectonic Advisors LLC | 5,642 | $1.14M | 0.08% | +130+2.4% | Added |
| Brave Warrior Advisors, LLC | 5,643 | $1.14M | 0.03% | −1,292,985−99.6% | Reduced |
| D'Orazio & Associates, Inc. | 5,646 | $1.14M | 0.18% | +296+5.5% | Added |
| Napatree Capital LLC | 5,649 | $1.14M | 0.93% | +211+3.9% | Added |
| Sunburst Financial Group, LLC | 5,651 | $1.14M | 0.31% | +268+5.0% | Added |
| Great Point Wealth Advisors, LLC | 5,690 | $1.15M | 0.26% | +48+0.9% | Added |
| Private Capital Management LLC | 5,693 | $1.15M | 0.23% | +160+2.9% | Added |
| Aveo Capital Partners, LLC | 5,694 | $1.15M | 0.13% | −188−3.2% | Reduced |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 5,700 | $1.15M | 0.75% | 00.0% | Unchanged |
| Versor Investments LP | 5,700 | $1.15M | 0.21% | +5,700 | New |
| Dechtman Wealth Management, LLC | 5,701 | $1.15M | 0.26% | +31+0.5% | Added |
| Legal Advantage Investments, Inc. | 5,703 | $1.15M | 0.66% | 00.0% | Unchanged |
| Cascade Investment Group, Inc. | 5,709 | $1.15M | 0.90% | −741−11.5% | Reduced |
| Sendero Wealth Management, LLC | 5,719 | $1.16M | 0.19% | −549−8.8% | Reduced |
| Silver Oak Securities, Inc | 5,726 | $1.16M | 0.17% | +42+0.7% | Added |
| Cravens & Co Advisors, LLC | 5,737 | $1.16M | 0.86% | −275−4.6% | Reduced |
| Copperwynd Financial, LLC | 5,465 | $1.16M | 0.38% | +179+3.4% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 5,754 | $1.16M | 0.51% | −46−0.8% | Reduced |
| McDaniel Terry & Co | 5,759 | $1.17M | 0.10% | −349−5.7% | Reduced |
| Eubel Brady & Suttman Asset Management Inc | 5,758 | $1.17M | 0.17% | +627+12.2% | Added |
| Galibier Capital Management Ltd. | 5,760 | $1.17M | 0.29% | 00.0% | Unchanged |
| Syntegra Private Wealth Group, LLC | 5,765 | $1.17M | 0.15% | +1,779+44.6% | Added |
| Prosperity Financial Group, Inc. | 5,767 | $1.17M | 0.74% | +4+0.1% | Added |
| Clifford Group, LLC | 5,774 | $1.17M | 0.94% | −99−1.7% | Reduced |
| WealthTrust Axiom LLC | 5,775 | $1.17M | 0.39% | +263+4.8% | Added |
| Peregrine Asset Advisers, Inc. | 5,780 | $1.17M | 0.47% | 00.0% | Unchanged |
| Carr Financial Group Corp | 5,782 | $1.17M | 0.37% | −576−9.1% | Reduced |
| OMC Financial Services LTD | 5,805 | $1.17M | 0.55% | +2,945+103.0% | Added |
| Capital Planning Advisors, LLC | 5,808 | $1.17M | 0.20% | −1,257−17.8% | Reduced |
| Aspen Grove Capital, LLC | 5,809 | $1.17M | 0.28% | −8−0.1% | Reduced |
| Carolinas Wealth Consulting LLC | 5,810 | $1.18M | 0.23% | +11+0.2% | Added |
| Crumly & Associates Inc. | 5,825 | $1.18M | 0.34% | −106−1.8% | Reduced |
| St. Clair Advisors, LLC | 5,855 | $1.18M | 0.38% | 00.0% | Unchanged |
| Bluesphere Advisors, LLC | 5,860 | $1.19M | 0.60% | +736+14.4% | Added |
| Callan Family Office, LLC | 5,871 | $1.19M | 0.23% | +2,749+88.1% | Added |
| Delta Investment Management, LLC | 5,892 | $1.19M | 0.26% | −40−0.7% | Reduced |
| InTrack Investment Management Inc | 5,893 | $1.19M | 0.85% | +880+17.6% | Added |
| Sachetta, LLC | 5,527 | $1.19M | 0.52% | +516+10.3% | Added |
| Financial Council Asset Management Inc | 5,898 | $1.19M | 0.67% | −250−4.1% | Reduced |
| Kathmere Capital Management, LLC | 5,900 | $1.19M | 0.13% | +947+19.1% | Added |
| Barnes Pettey Financial Advisors, LLC | 5,906 | $1.19M | 1.03% | 00.0% | Unchanged |
| 5th Street Advisors, LLC | 5,918 | $1.20M | 0.63% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 5,938 | $1.20M | 0.06% | −18,763−76.0% | Reduced |
| Westside Investment Management, Inc. | 5,945 | $1.20M | 0.28% | +129+2.2% | Added |
| Fairview Capital Investment Management, LLC | 5,948 | $1.20M | 0.07% | 00.0% | Unchanged |
| Alpha Family Trust | 5,950 | $1.20M | 0.71% | 00.0% | Unchanged |
| Colton Groome Financial Advisors, LLC | 5,970 | $1.21M | 0.48% | −118−1.9% | Reduced |
| Carmichael Hill & Associates, Inc. | 5,971 | $1.21M | 0.49% | −531−8.2% | Reduced |
| McNaughton Wealth Management, LLC | 5,976 | $1.21M | 0.64% | +146+2.5% | Added |
| Silvia McColl Wealth Management, LLC | 5,978 | $1.21M | 1.00% | 00.0% | Unchanged |
| Quantum Financial Advisors, LLC | 5,981 | $1.21M | 0.21% | +10.0% | Added |
| Ardent Capital Management, Inc. | 5,981 | $1.21M | 0.59% | −5,016−45.6% | Reduced |
| Viawealth, LLC | 5,986 | $1.21M | 0.75% | −119−1.9% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 5,989 | $1.21M | 0.24% | −20,839−77.7% | Reduced |
| Denali Advisors LLC | 6,000 | $1.21M | 0.33% | −100−1.6% | Reduced |
| Pensionfund Sabic | 6,000 | $1.21M | 0.36% | 00.0% | Unchanged |
| Kingfisher Capital LLC | 6,005 | $1.21M | 0.28% | +29+0.5% | Added |
| New Covenant Trust Company, N.A. | 5,794 | $1.22M | 1.40% | −225−3.7% | Reduced |
| Barden Capital Management, Inc. | 6,015 | $1.22M | 1.15% | 00.0% | Unchanged |
| Menard Financial Group LLC | 6,026 | $1.22M | 0.87% | −20.0% | Reduced |
| Summit X, LLC | 5,967 | $1.22M | 0.27% | +1,929+47.8% | Added |
| Systematic Financial Management LP | 6,075 | $1.23M | 0.04% | 00.0% | Unchanged |
| O'Keefe Stevens Advisory, Inc. | 6,102 | $1.23M | 0.41% | +438+7.7% | Added |
| Powers Advisory Group, LLC | 6,102 | $1.23M | 0.67% | +71+1.2% | Added |
| Hilltop Partners LLC | 6,105 | $1.23M | 0.46% | +855+16.3% | Added |
| High Falls Advisors, Inc | 6,111 | $1.24M | 0.30% | +368+6.4% | Added |
| Castlekeep Investment Advisors LLC | 6,119 | $1.24M | 0.95% | −20−0.3% | Reduced |
| Element Wealth, LLC | 6,125 | $1.24M | 0.70% | +256+4.4% | Added |
| Vivaldi Capital Management, LLC | 6,132 | $1.24M | 0.35% | +359+6.2% | Added |
| Sentry LLC | 6,136 | $1.24M | 0.23% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 6,138 | $1.24M | 0.44% | +786+14.7% | Added |
| LVZ Advisors, Inc. | 6,189 | $1.25M | 0.17% | +931+17.7% | Added |
| TrueWealth Advisors, LLC | 6,190 | $1.25M | 0.46% | −896−12.6% | Reduced |
| Investment House LLC | 6,192 | $1.25M | 0.07% | +841+15.7% | Added |
| GFG Capital, LLC | 6,205 | $1.26M | 0.34% | +7+0.1% | Added |
| Black Diamond Financial, LLC | 6,221 | $1.26M | 0.24% | +543+9.6% | Added |
| Shakespeare Wealth Management, Inc. | 6,221 | $1.26M | 0.36% | +11+0.2% | Added |
| Sunflower Bank, N.A. | 6,226 | $1.26M | 0.30% | −565−8.3% | Reduced |