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 |
|---|---|---|---|---|---|
| RVW Wealth, LLC | 1,282 | $259.3K | 0.03% | +1,282 | New |
| Covestor Ltd | 1,284 | $260.0K | 0.17% | −630−32.9% | Reduced |
| Eaton-Cambridge Inc. | 1,286 | $260.1K | 0.13% | −3−0.2% | Reduced |
| FOCUS Wealth Advisors, LLC | 1,286 | $260.1K | 0.13% | +175+15.8% | Added |
| ZynergyRetirementPlanningLLC | 1,289 | $260.7K | 0.20% | +1,289 | New |
| Madrona Financial Services, LLC | 1,290 | $260.9K | 0.08% | −11−0.8% | Reduced |
| AJOVista, LLC | 1,291 | $261.1K | 0.75% | 00.0% | Unchanged |
| Continuum Wealth Advisors, LLC | 1,292 | $261.3K | 0.14% | −244−15.9% | Reduced |
| Tuttle Tactical Management | 1,292 | $261.8K | 1.57% | +1,292 | New |
| Mountain Capital Investment Advisors, Inc | 1,247 | $261.9K | 0.06% | +1,247 | New |
| Coyle Financial Counsel LLC | 1,309 | $262.3K | 0.09% | 00.0% | Unchanged |
| Vima LLC | 1,299 | $262.8K | 0.58% | +1,299 | New |
| Park Circle Co | 1,300 | $262.9K | 0.26% | 00.0% | Unchanged |
| Edmp, Inc. | 1,301 | $263.1K | 0.24% | −36−2.7% | Reduced |
| BCM Advisors, LLC | 1,265 | $263.2K | 0.06% | +30+2.4% | Added |
| Essential Planning, LLC. | 1,302 | $263.3K | 0.12% | −232−15.1% | Reduced |
| Enzi Wealth | 1,288 | $263.8K | 0.12% | +105+8.9% | Added |
| Manatuck Hill Partners, LLC | 1,305 | $263.9K | 0.12% | 00.0% | Unchanged |
| Dentgroup LLC | 1,306 | $264.2K | 0.21% | +7+0.5% | Added |
| Hobbs Group Advisors, LLC | 1,307 | $264.3K | 0.10% | +1,307 | New |
| Crane Advisory, LLC | 1,291 | $264.4K | 0.05% | +51+4.1% | Added |
| Joseph P. Lucia & Associates, LLC | 1,310 | $265.0K | 0.14% | 00.0% | Unchanged |
| KWMG, LLC | 1,311 | $265.2K | 0.03% | −43−3.2% | Reduced |
| Riggs Asset Managment Co. Inc. | 1,311 | $265.2K | 0.08% | +726+124.1% | Added |
| Western Pacific Wealth Management, LP | 1,316 | $266.1K | 0.20% | −41−3.0% | Reduced |
| Sterling Manor Financial, LLC | 1,316 | $266.2K | 0.20% | 00.0% | Unchanged |
| Valtinson Bruner Financial Planning LLC | 1,323 | $267.5K | 0.11% | +15+1.1% | Added |
| FFT Wealth Management LLC | 1,326 | $268.2K | 0.02% | −164−11.0% | Reduced |
| Scott Capital Advisors, LLC | 1,292 | $268.3K | 0.08% | −10−0.8% | Reduced |
| Fortress Wealth Management, Inc. | 1,331 | $269.2K | 0.14% | +1+0.1% | Added |
| Flower City Capital | 1,331 | $269.2K | 0.17% | −34−2.5% | Reduced |
| Golden Road Advisors LLC | 1,302 | $270.3K | 0.22% | −2−0.2% | Reduced |
| Cadent Capital Advisors, LLC | 1,337 | $270.4K | 0.11% | +3+0.2% | Added |
| Oak Ridge Investments LLC | 1,340 | $271.0K | 0.03% | +253+23.3% | Added |
| AFS Financial Group, LLC | 1,349 | $272.8K | 3.65% | −1,012−42.9% | Reduced |
| Kennedy Capital Management, Inc. | 1,354 | $273.9K | 0.01% | 00.0% | Unchanged |
| Lawson Kroeker Investment Management Inc | 1,357 | $274.5K | 0.05% | +1,357 | New |
| Halter Ferguson Financial Inc. | 1,358 | $274.6K | 0.20% | −356−20.8% | Reduced |
| Adamsbrown Wealth Consultants LLC | 1,359 | $274.9K | 0.11% | +2+0.1% | Added |
| Ascension Capital Advisors, Inc. | 1,363 | $275.7K | 0.15% | 00.0% | Unchanged |
| Keystone Financial Planning, Inc. | 1,365 | $276.1K | 0.09% | 00.0% | Unchanged |
| Yoder Wealth Management, Inc. | 1,369 | $276.9K | 0.18% | −18−1.3% | Reduced |
| Rather & Kittrell, Inc. | 1,370 | $277.1K | 0.08% | −20−1.4% | Reduced |
| Southern Capital Advisors, LLC | 1,375 | $278.1K | 0.17% | −62−4.3% | Reduced |
| Avondale Wealth Management | 1,375 | $278.1K | 0.19% | 00.0% | Unchanged |
| Towerpoint Wealth, LLC | 1,379 | $278.9K | 0.14% | +246+21.7% | Added |
| Quad-Cities Investment Group, LLC | 1,379 | $278.9K | 0.15% | +1+0.1% | Added |
| Bank Pictet & Cie (Asia) Ltd | 1,380 | $279.1K | 0.09% | 00.0% | Unchanged |
| Bensler, LLC | 1,385 | $280.0K | 0.04% | +3+0.2% | Added |
| Northern Capital Management, Inc. | 1,385 | $280.1K | 0.19% | −14−1.0% | Reduced |
| Sicart Associates LLC | 1,385 | $280.1K | 0.11% | 00.0% | Unchanged |
| PPS&V Asset Management Consultants, Inc. | 1,389 | $281.0K | 0.20% | +1+0.1% | Added |
| Mainsail Asset Management, LLC | 1,394 | $281.9K | 0.22% | 00.0% | Unchanged |
| Sterling Investment Management, Inc. | 1,398 | $282.8K | 0.21% | 00.0% | Unchanged |
| Epic Trust Investment Advisors, LLC | 1,398 | $282.8K | 0.31% | +164+13.3% | Added |
| Acas, LLC | 1,329 | $282.9K | 0.25% | −134−9.2% | Reduced |
| UMA Financial Services, Inc. | 1,326 | $283.3K | 0.05% | 00.0% | Unchanged |
| Naples Money Management LLC | 1,380 | $283.6K | 0.24% | 00.0% | Unchanged |
| Verity Asset Management, Inc. | 1,405 | $284.3K | 0.11% | −4−0.3% | Reduced |
| Annapolis Financial Services, LLC | 1,409 | $285.1K | 0.09% | +2+0.1% | Added |
| IMZ Advisory Inc | 1,411 | $285.3K | 0.14% | +9+0.6% | Added |
| Members Wealth LLC | 1,012 | $286.2K | 0.19% | +1,012 | New |
| Lountzis Asset Management, LLC | 1,415 | $286.2K | 0.13% | 00.0% | Unchanged |
| Sebold Capital Management, Inc. | 1,426 | $288.4K | 0.20% | −84−5.6% | Reduced |
| Burns Matteson Capital Management, LLC | 1,429 | $289.1K | 0.18% | +351+32.6% | Added |
| Gibson Capital, LLC | 1,432 | $289.6K | 0.06% | 00.0% | Unchanged |
| Pring Turner Capital Group Inc | 1,440 | $291.3K | 0.20% | +432+42.9% | Added |
| New England Professional Planning Group Inc. | 1,441 | $291.5K | 0.15% | −4−0.3% | Reduced |
| Nova R Wealth, Inc. | 1,443 | $291.8K | 0.15% | +6+0.4% | Added |
| Blue Investment Partners LLC | 1,443 | $291.9K | 0.13% | 00.0% | Unchanged |
| Dravo Bay LLC | 1,446 | $292.5K | 0.16% | 00.0% | Unchanged |
| Silverberg Bernstein Capital Management LLC | 1,449 | $293.1K | 0.28% | 00.0% | Unchanged |
| Basso Capital Management, L.P. | 1,451 | $293.5K | 0.26% | 00.0% | Unchanged |
| SMART Wealth LLC | 1,452 | $293.7K | 0.12% | +261+21.9% | Added |
| Whitcomb & Hess, Inc. | 1,452 | $293.8K | 0.09% | −1,099−43.1% | Reduced |
| Clarus Wealth Advisors | 1,418 | $294.7K | 0.16% | −60−4.1% | Reduced |
| FWL Investment Management, LLC | 1,459 | $295.1K | 0.15% | +510+53.7% | Added |
| Elite Life Management LLC | 1,461 | $295.4K | 1.15% | +56+4.0% | Added |
| AlphaMark Advisors, LLC | 1,465 | $296.0K | 0.10% | 00.0% | Unchanged |
| Paragon Capital Management LLC | 1,473 | $297.9K | 0.16% | +67+4.8% | Added |
| Highlander Partners, L.P. | 1,500 | $300.1K | 0.20% | 00.0% | Unchanged |
| Family Investment Center, Inc. | 1,484 | $300.1K | 0.09% | 00.0% | Unchanged |
| Paragon Financial Partners, Inc. | 1,484 | $300.2K | 0.23% | −71−4.6% | Reduced |
| LFA - Lugano Financial Advisors SA | 1,490 | $301.4K | 0.23% | 00.0% | Unchanged |
| Peterson Wealth Advisors, LLC | 1,492 | $301.7K | 0.06% | +54+3.8% | Added |
| Seed Wealth Management, Inc. | 1,496 | $302.5K | 0.26% | 00.0% | Unchanged |
| O'Neil Global Advisors, Inc. | 1,500 | $303.0K | 0.14% | +1,500 | New |
| Bourne Lent Asset Management Inc | 1,500 | $303.4K | 0.12% | 00.0% | Unchanged |
| Curtis Advisory Group, LLC | 1,500 | $303.4K | 0.11% | 00.0% | Unchanged |
| Gouws Capital LLC | 1,500 | $303.4K | 0.22% | 00.0% | Unchanged |
| Absolute Gestao de Investimentos Ltda. | 1,500 | $303.4K | 0.16% | +1,500 | New |
| Barings LLC | 1,508 | $305.0K | 0.01% | 00.0% | Unchanged |
| RS Crum Inc. | 1,509 | $305.2K | 0.08% | +1,509 | New |
| Cumberland Advisors Inc | 1,510 | $305.4K | 0.13% | −15,180−91.0% | Reduced |
| Heritage Wealth Management, Inc./Texas | 1,511 | $305.7K | 0.19% | +1,511 | New |
| Trevian Wealth Management LLC | 1,511 | $306.0K | 1.52% | 00.0% | Unchanged |
| OMNI 360 Wealth, Inc. | 1,513 | $306.0K | 0.23% | +45+3.1% | Added |
| Cascade Wealth Advisors, Inc | 1,468 | $306.3K | 0.23% | 00.0% | Unchanged |
| Cambridge Financial Group, LLC | 1,519 | $307.3K | 0.14% | +49+3.3% | Added |
| Dodds Wealth, LLC | 1,483 | $307.9K | 0.12% | +200+15.6% | Added |