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; 5,157 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 | 5,157 | $643.7B |
| Q1 2026 | 5,102 | $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 | 4,679 | $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 | 3,711 | $297.0B |
| Q2 2023 | 3,672 | $297.6B |
| Q1 2023 | 3,612 | $266.3B |
| Q4 2022 | 3,629 | $278.3B |
| Q3 2022 | 3,396 | $212.9B |
| Q2 2022 | 3,428 | $229.3B |
| Q1 2022 | 3,519 | $278.9B |
| Q4 2021 | 3,594 | $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 |
|---|---|---|---|---|---|
| EnRich Financial Partners LLC | 597 | $120.8K | 0.04% | +35+6.2% | Added |
| TruNorth Capital Management, LLC | 602 | $121.8K | 0.04% | +281+87.5% | Added |
| Jupiter Wealth Management LLC | 574 | $122.1K | 0.06% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 610 | $129.8K | 0.04% | 00.0% | Unchanged |
| Tidemark, LLC | 644 | $130.2K | 0.06% | +314+95.2% | Added |
| Evolution Advisers, Inc. | 657 | $132.0K | 0.08% | +6+0.9% | Added |
| MidAtlantic Capital Management, Inc. | 659 | $133.3K | 0.11% | −71−9.7% | Reduced |
| Maryland Capital Advisors Inc. | 678 | $137.1K | 0.07% | 00.0% | Unchanged |
| Chris Bulman Inc | 682 | $137.9K | 0.09% | +682 | New |
| Guardian Wealth Management, Inc. | 707 | $143.1K | 0.11% | −18−2.5% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 712 | $144.0K | 0.02% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 720 | $145.5K | 0.09% | +57+8.6% | Added |
| Meeder Asset Management Inc | 736 | $148.9K | 0.01% | −8,322−91.9% | Reduced |
| ICA Group Wealth Management, LLC | 741 | $149.9K | 0.09% | −5,527−88.2% | Reduced |
| Pingora Partners LLC | 765 | $154.7K | 0.11% | 00.0% | Unchanged |
| TD Capital Management LLC | 777 | $157.1K | 0.02% | −50−6.0% | Reduced |
| Advantage Trust Co | 790 | $159.8K | 0.11% | 00.0% | Unchanged |
| Sander Capital Advisors Inc | 805 | $163.0K | 0.07% | +5+0.6% | Added |
| Financial Avengers, Inc. | 825 | $166.9K | 0.09% | +4+0.5% | Added |
| Macroview Investment Management LLC | 855 | $172.9K | 0.18% | +13+1.5% | Added |
| Cornerstone Planning Group LLC | 901 | $175.5K | 0.05% | −56−5.9% | Reduced |
| Valued Wealth Advisors LLC | 880 | $178.0K | 0.12% | +117+15.3% | Added |
| Scarborough Advisors, LLC | 889 | $179.9K | 0.07% | +9+1.0% | Added |
| Fairman Group, LLC | 900 | $181.9K | 0.18% | +1+0.1% | Added |
| WFA of San Diego, LLC | 917 | $185.5K | 0.17% | +917 | New |
| Virtus Investment Advisers, Inc. | 919 | $185.9K | 0.16% | −21−2.2% | Reduced |
| Mizuho Bank, Ltd. | 920 | $186.1K | 0.04% | +920 | New |
| HBC Financial Services, PLLC | 895 | $190.0K | 0.12% | 00.0% | Unchanged |
| Mizuho Markets Cayman LP | 942 | $190.5K | 0.88% | −526−35.8% | Reduced |
| Pacific Capital Wealth Advisors, Inc | 946 | $191.3K | 0.03% | +599+172.6% | Added |
| Timber Creek Capital Management LLC | 950 | $192.1K | 0.06% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 952 | $192.5K | 0.10% | −167−14.9% | Reduced |
| WealthCollab, LLC | 969 | $196.0K | 0.14% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 983 | $198.8K | 0.14% | −23−2.3% | Reduced |
| West Coast Financial LLC | 989 | $200.0K | 0.02% | +989 | New |
| Conrad Siegel Investment Advisors, Inc. | 990 | $200.2K | 0.06% | +990 | New |
| Jackson Wealth Management, LLC | 996 | $201.0K | 0.04% | +996 | New |
| VanderPol Investments L.L.C. | 994 | $201.0K | 0.61% | +994 | New |
| Petra Financial Advisors Inc | 995 | $201.2K | 0.14% | +995 | New |
| Corepath Wealth Partners LLC | 982 | $201.4K | 0.21% | +982 | New |
| ETF Store, Inc. | 997 | $201.6K | 0.21% | −466−31.9% | Reduced |
| PrairieView Partners, LLC | 1,000 | $202.0K | 0.02% | 00.0% | Unchanged |
| Stonebridge Capital Management Inc | 1,000 | $202.0K | 0.09% | 00.0% | Unchanged |
| Garrison Bradford & Associates Inc | 1,000 | $202.0K | 0.21% | 00.0% | Unchanged |
| Brandywine Trust Co | 1,000 | $202.3K | 0.03% | 00.0% | Unchanged |
| StoneCrest Wealth Management, Inc. | 1,000 | $202.3K | 0.15% | 00.0% | Unchanged |
| BOCHK Asset Management Ltd | 1,000 | $202.3K | 0.07% | 00.0% | Unchanged |
| Shay Capital LLC | 1,000 | $202.3K | 0.06% | +1,000 | New |
| Truepoint, Inc. | 1,004 | $203.1K | 0.01% | −288−22.3% | Reduced |
| GEM Asset Management, LLC | 1,006 | $203.5K | 0.13% | +1,006 | New |
| Fernwood Investment Management, LLC | 1,007 | $203.7K | 0.06% | −14−1.4% | Reduced |
| Lavaca Capital LLC | 1,007 | $203.7K | 0.11% | 00.0% | Unchanged |
| Rooted Wealth Advisors, Inc. | 972 | $204.0K | 0.09% | −208−17.6% | Reduced |
| Planning Alternatives Ltd | 1,009 | $204.1K | 0.03% | +1,009 | New |
| City Center Advisors, LLC | 1,019 | $204.1K | 0.24% | 00.0% | Unchanged |
| Standard Family Office LLC | 1,011 | $204.5K | 0.26% | 00.0% | Unchanged |
| MAS Advisors LLC | 1,011 | $204.6K | 0.49% | 00.0% | Unchanged |
| Rappaport Reiches Capital Management, LLC | 1,012 | $204.6K | 0.06% | −41−3.9% | Reduced |
| Libra Wealth LLC | 1,012 | $204.7K | 0.09% | +1,012 | New |
| Cadinha & Co LLC | 1,015 | $205.3K | 0.04% | +1,015 | New |
| DDD Partners, LLC | 1,017 | $205.7K | 0.02% | −23−2.2% | Reduced |
| O'Brien Wealth Partners LLC | 1,017 | $205.8K | 0.05% | −22−2.1% | Reduced |
| Penobscot Wealth Management | 1,005 | $206.0K | 0.12% | −67−6.3% | Reduced |
| Alamar Capital Management, LLC | 1,020 | $206.3K | 0.13% | +1,020 | New |
| Kelman-Lazarov, Inc. | 1,024 | $207.1K | 0.04% | −103−9.1% | Reduced |
| PFS Partners, LLC | 1,024 | $207.1K | 0.13% | −78−7.1% | Reduced |
| Able Wealth Management LLC | 1,026 | $207.7K | 0.17% | −547−34.8% | Reduced |
| AAFCPAs Wealth Management, LLC | 1,029 | $208.1K | 0.11% | −109−9.6% | Reduced |
| SWP Financial LLC | 1,030 | $208.3K | 0.14% | −12−1.2% | Reduced |
| Wiser Wealth Management, Inc | 1,033 | $208.9K | 0.06% | +1,033 | New |
| Blue Barn Wealth, LLC | 1,036 | $209.5K | 0.12% | +1,036 | New |
| Leeward Financial Partners, LLC | 1,037 | $209.7K | 0.09% | −119−10.3% | Reduced |
| Plan Group Financial, LLC | 1,037 | $209.7K | 0.13% | +1,037 | New |
| Confluence Investment Management LLC | 1,041 | $210.5K | 0.00% | +1,041 | New |
| First Pacific Financial | 1,041 | $210.6K | 0.05% | −72−6.5% | Reduced |
| Pacific Sage Partners, LLC | 1,041 | $210.6K | 0.05% | +1,041 | New |
| Wade Financial Advisory, Inc | 1,044 | $211.2K | 0.08% | +1,044 | New |
| 25 LLC | 1,044 | $211.2K | 0.10% | −3−0.3% | Reduced |
| Carlson Capital Management | 1,046 | $211.5K | 0.01% | +1,046 | New |
| WFA Asset Management Corp | 1,053 | $212.9K | 0.12% | −163−13.4% | Reduced |
| Comprehensive Financial Management LLC | 1,053 | $213.0K | 0.01% | 00.0% | Unchanged |
| O'Connor Financial Group LLC | 1,053 | $213.0K | 0.12% | +11+1.1% | Added |
| Newton One Investments LLC | 1,053 | $213.0K | 0.09% | +6+0.6% | Added |
| New Wave Wealth Advisors LLC | 1,059 | $214.2K | 0.12% | +1,059 | New |
| Cypress Financial Planning LLC | 1,062 | $214.8K | 0.09% | +1,062 | New |
| Renaissance Investment Group LLC | 1,035 | $214.9K | 0.05% | −50−4.6% | Reduced |
| Lesa Sroufe & Co | 1,061 | $215.0K | 0.21% | 00.0% | Unchanged |
| New England Research & Management, Inc. | 1,065 | $215.0K | 0.10% | +1,065 | New |
| Parkside Advisors LLC | 1,064 | $215.2K | 0.05% | 00.0% | Unchanged |
| Greenspring Advisors, LLC | 1,065 | $215.4K | 0.05% | 00.0% | Unchanged |
| Templeton & Phillips Capital Management, LLC | 1,065 | $215.4K | 0.19% | 00.0% | Unchanged |
| True Link Financial Advisors, LLC | 1,067 | $215.8K | 0.02% | +1,067 | New |
| Capstone Wealth Management Group, LLC | 1,068 | $215.9K | 0.14% | +3+0.3% | Added |
| Epiq Partners, LLC | 1,068 | $216.0K | 0.15% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 1,069 | $216.2K | 0.06% | 00.0% | Unchanged |
| Keebeck Alpha, LP | 1,069 | $216.2K | 0.16% | +12+1.1% | Added |
| Wrenne Financial Planning LLC | 1,069 | $216.2K | 0.15% | +1,069 | New |
| IAG Wealth Partners, LLC | 1,070 | $216.4K | 0.04% | +55+5.4% | Added |
| Annandale Capital, LLC | 1,075 | $217.0K | 0.05% | 00.0% | Unchanged |
| ShoreHaven Wealth Partners, LLC | 1,073 | $217.1K | 0.11% | +1,073 | New |