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 |
|---|---|---|---|---|---|
| Prairie Wealth Advisors, Inc. | 1,074 | $217.2K | 0.11% | −913−45.9% | Reduced |
| Capital Wealth Alliance, LLC | 1,074 | $217.3K | 0.12% | +15+1.4% | Added |
| Life Planning Partners, Inc | 1,077 | $217.8K | 0.20% | 00.0% | Unchanged |
| Orgel Wealth Management, LLC | 1,079 | $218.2K | 0.01% | +24+2.3% | Added |
| Boston Common Asset Management, LLC | 1,084 | $219.0K | 0.01% | +1,084 | New |
| Ballew Advisors, Inc | 1,045 | $219.4K | 0.15% | +1,045 | New |
| Heritage Wealth Management, Inc. | 1,086 | $219.7K | 0.21% | −46−4.1% | Reduced |
| MA Private Wealth | 1,093 | $221.1K | 0.04% | 00.0% | Unchanged |
| Bennett Associates Wealth Management | 1,098 | $222.1K | 0.20% | +1,098 | New |
| Capasso Planning Partners LLC | 1,099 | $222.3K | 0.07% | +35+3.3% | Added |
| Avid Wealth Partners LLC | 1,099 | $222.3K | 0.17% | +1,099 | New |
| Polymer Capital Management (HK) LTD | 1,100 | $222.5K | 0.05% | +1,100 | New |
| Team Hewins, LLC | 1,103 | $223.1K | 0.09% | +1,103 | New |
| Financial Network Wealth Advisors LLC | 1,109 | $224.1K | 0.17% | +25+2.3% | Added |
| Eagle Capital Management LLC | 1,109 | $224.3K | 0.00% | −7,037−86.4% | Reduced |
| FMFE Wealth Management, LLC | 1,110 | $224.5K | 0.21% | 00.0% | Unchanged |
| Pinnacle Financial Group, LLC | 1,116 | $225.7K | 0.10% | +1,116 | New |
| Awm Capital, LLC | 1,122 | $226.9K | 0.03% | +1,122 | New |
| Rock Point Advisors, LLC | 1,124 | $227.3K | 0.07% | 00.0% | Unchanged |
| Victory Financial Group, LLC | 1,124 | $227.3K | 0.11% | +1,124 | New |
| Eight 31 Financial LLC | 1,125 | $227.6K | 0.17% | −3,200−74.0% | Reduced |
| LPWM LLC | 1,110 | $227.7K | 0.08% | +1,110 | New |
| Lifestyle Asset Management, Inc. | 1,128 | $228.1K | 0.13% | −209−15.6% | Reduced |
| TPG Financial Advisors, LLC | 1,131 | $228.8K | 0.11% | +1,131 | New |
| Caerus Investment Advisors, LLC | 1,133 | $229.2K | 0.22% | 00.0% | Unchanged |
| Instrumental Wealth, LLC | 1,101 | $229.7K | 0.24% | +47+4.5% | Added |
| Auxier Asset Management | 1,137 | $230.0K | 0.04% | −26−2.2% | Reduced |
| Sentinel Pension Advisors Inc | 1,140 | $230.6K | 0.05% | −44−3.7% | Reduced |
| Stone House Investment Management, LLC | 1,143 | $231.3K | 0.06% | +16+1.4% | Added |
| V-Square Quantitative Management LLC | 1,144 | $231.4K | 0.04% | −5,124−81.7% | Reduced |
| Stonehearth Capital Management, LLC | 1,146 | $231.8K | 0.10% | +32+2.9% | Added |
| Prospect Hill Management, LLC | 1,150 | $232.6K | 0.13% | 00.0% | Unchanged |
| EWG Elevate Inc. | 1,151 | $232.8K | 0.09% | +100+9.5% | Added |
| Kuhn & Co Investment Counsel | 1,152 | $233.0K | 0.21% | −70−5.7% | Reduced |
| Geometric Wealth Advisors | 1,153 | $233.2K | 0.05% | 00.0% | Unchanged |
| East Coast Asset Management, LLC. | 1,156 | $233.8K | 0.08% | −500−30.2% | Reduced |
| Advisory Resource Group | 1,157 | $234.0K | 0.05% | 00.0% | Unchanged |
| MTM Financial Group, LLC | 1,157 | $234.0K | 0.15% | 00.0% | Unchanged |
| Family Wealth Group, LLC | 1,157 | $234.0K | 0.24% | −5−0.4% | Reduced |
| Satovsky Asset Management LLC | 1,162 | $235.0K | 0.06% | +5+0.4% | Added |
| Cypress Point Wealth Management, LLC | 1,164 | $235.4K | 0.11% | +28+2.5% | Added |
| Hilltop Wealth Advisors, LLC | 1,165 | $235.7K | 0.12% | +117+11.2% | Added |
| EntryPoint Capital, LLC | 1,167 | $236.0K | 0.11% | +1,166+116,600.0% | Added |
| CBIZ Investment Advisory Services, LLC | 1,170 | $236.6K | 0.01% | +1+0.1% | Added |
| Acorns Advisers, LLC | 1,171 | $237.0K | 0.00% | +1,171 | New |
| Eastover Investment Advisors LLC | 1,135 | $237.0K | 0.11% | 00.0% | Unchanged |
| AIFG Consultants Ltd. | 1,173 | $237.3K | 0.18% | +13+1.1% | Added |
| Arista Wealth Management, LLC | 1,175 | $237.7K | 0.06% | +1,175 | New |
| Ogorek Anthony Joseph | 1,180 | $238.0K | 0.08% | +5+0.4% | Added |
| WPWealth LLP | 1,181 | $238.8K | 0.06% | −70−5.6% | Reduced |
| Creekmur Asset Management LLC | 1,181 | $238.8K | 0.06% | −168−12.5% | Reduced |
| Tobias Financial Advisors, Inc. | 1,181 | $238.9K | 0.05% | +1,181 | New |
| Brogan Financial, Inc. | 1,181 | $239.0K | 0.15% | +52+4.6% | Added |
| Afg Fiduciary Services Limited Partnership | 1,140 | $239.7K | 0.17% | 00.0% | Unchanged |
| Arcus Capital Partners, LLC | 1,189 | $240.4K | 0.09% | −382−24.3% | Reduced |
| Corbyn Investment Management Inc | 1,189 | $240.5K | 0.10% | −147−11.0% | Reduced |
| Vista Private Wealth Partners. LLC | 1,189 | $240.6K | 0.10% | −389−24.7% | Reduced |
| Kingdom Financial Group LLC. | 1,192 | $241.1K | 0.16% | −17−1.4% | Reduced |
| Valued Retirements, Inc. | 1,196 | $241.9K | 0.37% | 00.0% | Unchanged |
| Saxony Capital Management, LLC | 1,197 | $242.2K | 0.27% | +1,197 | New |
| Halpern Financial, Inc. | 1,200 | $242.7K | 0.07% | −290−19.5% | Reduced |
| Clear Street Markets LLC | 1,200 | $243.0K | 0.09% | −1,100−47.8% | Reduced |
| Significant Wealth Partners LLC | 1,202 | $243.1K | 0.14% | +6+0.5% | Added |
| Strata Wealth Advisors, LLC | 1,203 | $243.3K | 0.08% | +120+11.1% | Added |
| Plotkin Financial Advisors, LLC | 1,203 | $243.3K | 0.16% | −25−2.0% | Reduced |
| Capstone Capital Wealth Advisors | 1,205 | $243.7K | 0.22% | +125+11.6% | Added |
| RE Dickinson Investment Advisors, LLC | 1,205 | $243.7K | 0.15% | +90+8.1% | Added |
| Prairiewood Capital, LLC | 1,207 | $244.2K | 0.12% | 00.0% | Unchanged |
| Redwood Financial Network Corp | 1,208 | $244.3K | 0.21% | +5+0.4% | Added |
| Hanover Advisors Inc | 1,208 | $244.3K | 0.11% | −147−10.8% | Reduced |
| First Wilshire Securities Management Inc | 1,209 | $245.0K | 0.07% | −6−0.5% | Reduced |
| Paradigm, Strategies in Wealth Management, LLC | 1,212 | $245.2K | 0.15% | +1+0.1% | Added |
| Arrowroot Family Office, LLC | 1,213 | $245.3K | 0.16% | −96−7.3% | Reduced |
| Cedar Brook Financial Partners, LLC | 1,213 | $245.3K | 1.85% | −16,422−93.1% | Reduced |
| Philip James Wealth Mangement, LLC | 1,214 | $245.5K | 0.16% | +74+6.5% | Added |
| WorthPointe, LLC | 1,216 | $245.9K | 0.11% | +45+3.8% | Added |
| Clear Point Advisors Inc. | 1,233 | $249.4K | 0.20% | +3+0.2% | Added |
| FMB Wealth Management | 1,235 | $249.9K | 0.19% | +7+0.6% | Added |
| Hubbell Strickland Wealth Management, LLC | 1,235 | $249.9K | 0.13% | −2−0.2% | Reduced |
| Coston, McIsaac & Partners | 1,238 | $250.0K | 0.08% | −20−1.6% | Reduced |
| Aspect Partners, LLC | 1,240 | $250.8K | 0.15% | −52−4.0% | Reduced |
| G2 Capital Management, LLC | 1,246 | $252.1K | 0.08% | 00.0% | Unchanged |
| Muirfield Wealth Advisors LLC | 1,251 | $253.0K | 0.24% | +63+5.3% | Added |
| 4J Wealth Management LLC | 1,253 | $253.4K | 0.21% | +1+0.1% | Added |
| MontVue Capital Management, Inc. | 1,253 | $253.4K | 0.20% | +1,253 | New |
| Root Financial Partners, LLC | 1,254 | $253.7K | 0.06% | −196−13.5% | Reduced |
| CCG Wealth Management, LLC | 1,258 | $254.4K | 0.14% | +91+7.8% | Added |
| Horizon Investment Services, LLC | 1,260 | $255.0K | 0.12% | 00.0% | Unchanged |
| Bullseye Investment Management, LLC | 1,228 | $255.3K | 0.17% | +1,228 | New |
| Baker Boyer National Bank | 1,266 | $256.1K | 0.09% | −94−6.9% | Reduced |
| Prentiss Smith & Co Inc | 1,269 | $256.7K | 0.18% | 00.0% | Unchanged |
| Kellett Schaffner Wealth Advisors LLC | 1,269 | $256.7K | 0.21% | +1,269 | New |
| Asset Allocation Strategies LLC | 1,269 | $256.8K | 0.09% | −97−7.1% | Reduced |
| FinDec Wealth Services, Inc. | 1,270 | $256.9K | 0.16% | −17−1.3% | Reduced |
| Unio Capital LLC | 1,271 | $257.1K | 0.11% | −208−14.1% | Reduced |
| Raffa Wealth Management, LLC | 1,275 | $257.9K | 0.07% | +105+9.0% | Added |
| ESL Trust Services, LLC | 1,277 | $258.3K | 0.06% | +127+11.0% | Added |
| Intrepid Capital Management Inc | 1,278 | $258.5K | 0.16% | +100+8.5% | Added |
| Tilson Financial Group, Inc. | 1,283 | $259.0K | 0.26% | −1−0.1% | Reduced |
| West Wealth Group, LLC | 1,281 | $259.1K | 0.09% | +5+0.4% | Added |