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 | 5,103 | $572.1B |
| Q4 2025 | 5,155 | $639.5B |
| Q3 2025 | 4,766 | $618.0B |
| Q2 2025 | 4,753 | $582.4B |
| Q1 2025 | 4,680 | $494.6B |
| Q4 2024 | 4,680 | $490.0B |
| Q3 2024 | 4,216 | $429.4B |
| Q2 2024 | 4,182 | $416.2B |
| Q1 2024 | 4,121 | $414.5B |
| Q4 2023 | 4,002 | $351.8B |
| Q3 2023 | 3,711 | $297.0B |
| Q2 2023 | 3,673 | $297.6B |
| Q1 2023 | 3,613 | $266.3B |
| Q4 2022 | 3,629 | $278.3B |
| Q3 2022 | 3,396 | $212.9B |
| Q2 2022 | 3,428 | $229.3B |
| Q1 2022 | 3,520 | $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 |
|---|---|---|---|---|---|
| Perissos Private Wealth Management, LLC | 1,525 | $308.4K | 0.28% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 1,526 | $308.7K | 0.12% | 00.0% | Unchanged |
| Boyd Wealth Management, LLC | 1,527 | $308.9K | 0.17% | 00.0% | Unchanged |
| USAdvisors Wealth Management, LLC | 1,532 | $309.0K | 0.11% | −189−11.0% | Reduced |
| Three Bridge Wealth Advisors, LLC | 1,540 | $311.5K | 0.12% | −500−24.5% | Reduced |
| Sonoma Private Wealth LLC | 1,540 | $311.5K | 0.51% | +204+15.3% | Added |
| Ridgepath Capital Management LLC | 1,541 | $311.7K | 0.31% | 00.0% | Unchanged |
| TNF LLC | 1,494 | $311.7K | 0.11% | 00.0% | Unchanged |
| Seelaus Asset Management LLC | 1,544 | $312.3K | 0.32% | 00.0% | Unchanged |
| Sharp Financial Services, LLC | 1,544 | $312.4K | 0.27% | +450+41.1% | Added |
| Gitterman Wealth Management, LLC | 1,547 | $312.9K | 0.12% | 00.0% | Unchanged |
| Rain Capital Management, LLC | 1,547 | $313.4K | 0.22% | +14+0.9% | Added |
| Legacy Financial Group, Inc. | 1,558 | $315.1K | 0.12% | −31−2.0% | Reduced |
| Lutz Financial Services LLC | 1,558 | $315.1K | 0.03% | 00.0% | Unchanged |
| Foguth Wealth Management, LLC. | 1,559 | $315.4K | 0.14% | +460+41.9% | Added |
| May Barnhard Investments LLC | 1,561 | $315.7K | 0.16% | +186+13.5% | Added |
| Rockport Wealth LLC | 1,566 | $316.7K | 0.13% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 1,566 | $316.8K | 0.11% | +117+8.1% | Added |
| Manchester Financial Inc | 1,571 | $317.8K | 0.08% | −30−1.9% | Reduced |
| Capital Counsel LLC | 1,574 | $318.4K | 0.01% | −150−8.7% | Reduced |
| Tobam | 1,576 | $319.0K | 0.05% | −558−26.1% | Reduced |
| Keener Financial Planning LLC | 1,582 | $319.0K | 0.21% | −70−4.2% | Reduced |
| Act Wealth Management, LLC | 1,580 | $319.6K | 0.16% | +10+0.6% | Added |
| Veridan Wealth LLC | 1,106 | $320.5K | 0.13% | +1,106 | New |
| Optiver Holding B.V. | 1,592 | $322.0K | 0.01% | −52,898−97.1% | Reduced |
| KFG Wealth Management, LLC | 1,594 | $322.4K | 0.13% | 00.0% | Unchanged |
| Kendall Capital Management | 1,596 | $322.8K | 0.11% | 00.0% | Unchanged |
| Power Wealth Management LLC | 1,599 | $323.4K | 0.15% | +78+5.1% | Added |
| Private Capital Advisors, Inc. | 1,600 | $324.0K | 0.04% | 00.0% | Unchanged |
| Saturna Capital CORP | 1,608 | $325.2K | 0.00% | 00.0% | Unchanged |
| Independent Wealth Network Inc. | 1,609 | $325.4K | 0.15% | +64+4.1% | Added |
| Dimension Capital Management LLC | 1,612 | $326.0K | 0.07% | −2,953−64.7% | Reduced |
| Shilanski & Associates, Inc. | 1,613 | $326.3K | 0.11% | −6−0.4% | Reduced |
| Petix & Botte Co | 1,616 | $326.9K | 0.09% | +1,616 | New |
| Washburn Capital Management, Inc. | 1,620 | $327.7K | 0.23% | +30+1.9% | Added |
| Clark Asset Management, LLC | 1,630 | $329.7K | 0.09% | +617+60.9% | Added |
| Prepared Retirement Institute LLC | 1,632 | $330.0K | 0.22% | −159−8.9% | Reduced |
| Financial Planning & Information Services, Inc. | 1,636 | $330.9K | 0.05% | −15,557−90.5% | Reduced |
| TMD Wealth Management, LLC | 1,637 | $331.1K | 0.07% | −509−23.7% | Reduced |
| Private Wealth Management Group, LLC | 1,638 | $331.3K | 0.14% | −127−7.2% | Reduced |
| Bell Investment Advisors, Inc | 1,639 | $331.5K | 0.07% | +38+2.4% | Added |
| Matthew Goff Investment Advisor, LLC | 1,640 | $331.7K | 0.07% | 00.0% | Unchanged |
| Krane Funds Advisors LLC | 1,649 | $333.5K | 0.01% | −317−16.1% | Reduced |
| MPS Loria Financial Planners, LLC | 1,649 | $333.6K | 0.11% | +1+0.1% | Added |
| Client 1st Advisory Group, LLC | 1,650 | $333.7K | 0.14% | 00.0% | Unchanged |
| Rebalance, LLC | 1,650 | $333.7K | 0.03% | 00.0% | Unchanged |
| Graham Capital Wealth Management, LLC | 1,650 | $333.7K | 0.45% | 00.0% | Unchanged |
| Houlihan Financial Resource Group, Ltd. | 1,658 | $335.0K | 0.23% | 00.0% | Unchanged |
| CapitalatWork S.A. | – | $335.0K | 0.01% | – | – |
| Wealth Quarterback LLC | 1,656 | $335.0K | 0.19% | −82−4.7% | Reduced |
| Hill Island Financial LLC | 1,658 | $335.4K | 0.11% | +304+22.5% | Added |
| Wick Capital Partners, LLC | 1,661 | $335.9K | 0.12% | +100+6.4% | Added |
| Mustard Seed Financial, LLC | 1,663 | $336.3K | 0.32% | 00.0% | Unchanged |
| Cannon Financial Strategists, Inc. | 1,663 | $336.4K | 0.06% | 00.0% | Unchanged |
| Wolf Group Capital Advisors | 1,664 | $336.6K | 0.13% | +1,664 | New |
| Zevin Asset Management LLC | 1,668 | $337.0K | 0.05% | −281−14.4% | Reduced |
| Sterling Financial Group, Inc. | 1,671 | $338.0K | 0.15% | 00.0% | Unchanged |
| David R. Rahn & Associates Inc. | 1,673 | $338.4K | 0.11% | +20+1.2% | Added |
| Red Lighthouse Investment Management, LLC | 1,674 | $338.6K | 0.14% | 00.0% | Unchanged |
| VELA Investment Management, LLC | 1,675 | $338.8K | 0.12% | −1,000−37.4% | Reduced |
| Mma Asset Management LLC | 1,675 | $338.8K | 0.16% | −292−14.8% | Reduced |
| Allegiance Financial Group Advisory Services LLC | 1,681 | $340.0K | 0.13% | +2+0.1% | Added |
| Triune Financial Partners, LLC | 1,686 | $341.1K | 0.12% | −1,398−45.3% | Reduced |
| RAM Investment Partners, LLC | 1,687 | $341.1K | 0.10% | +166+10.9% | Added |
| WESPAC Advisors, LLC | 1,688 | $341.4K | 0.27% | −57−3.3% | Reduced |
| Delta Wealth Advisors LLC | 1,688 | $341.4K | 0.33% | 00.0% | Unchanged |
| Riverwater Partners LLC | 1,694 | $342.6K | 0.25% | +332+24.4% | Added |
| Disciplined Investments, LLC | 1,697 | $343.3K | 0.18% | +27+1.6% | Added |
| Asset Management Group, Inc. | 1,702 | $344.2K | 0.06% | −33−1.9% | Reduced |
| Lokken Investment Group LLC | 1,704 | $344.7K | 0.16% | +250+17.2% | Added |
| Sage Financial Management Group, Inc. | 1,707 | $345.0K | 1.05% | −80−4.5% | Reduced |
| Columbus Macro, LLC | 1,693 | $345.1K | 0.13% | −6−0.4% | Reduced |
| Ledgewood Wealth Advisors, LLC | 1,714 | $346.7K | 0.30% | 00.0% | Unchanged |
| Copperleaf Capital, LLC | 1,717 | $347.3K | 0.28% | −229−11.8% | Reduced |
| Yeomans Consulting Group, Inc. | 1,719 | $347.7K | 0.13% | +200+13.2% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 1,693 | $347.8K | 0.19% | +3+0.2% | Added |
| Oxinas Partners Wealth Management LLC | 1,721 | $348.0K | 0.23% | +9+0.5% | Added |
| Breed's Hill Capital LLC | 1,721 | $348.1K | 0.31% | 00.0% | Unchanged |
| Capital Planning LLC | 1,730 | $349.9K | 0.10% | 00.0% | Unchanged |
| North Ridge Wealth Advisors, Inc. | 1,736 | $351.1K | 0.27% | 00.0% | Unchanged |
| Raymond James Trust Co. of NH | 1,737 | $351.3K | 3.27% | −9−0.5% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 1,740 | $351.9K | 0.20% | 00.0% | Unchanged |
| Monument Group Wealth Advisors, LLC | 1,743 | $352.5K | 0.24% | 00.0% | Unchanged |
| Sanchez Wealth Management Group | 1,745 | $352.9K | 0.11% | −75−4.1% | Reduced |
| IronBridge Private Wealth, LLC | 1,749 | $353.7K | 0.13% | +9+0.5% | Added |
| Stonebridge Financial Planning Group, LLC | 1,750 | $354.0K | 0.18% | +1,750 | New |
| Front Street Capital Management, Inc. | 1,752 | $354.0K | 0.07% | −126−6.7% | Reduced |
| Lakeside Advisors, INC. | 1,751 | $354.2K | 0.23% | 00.0% | Unchanged |
| Jag Capital Management, LLC | 1,759 | $355.7K | 0.05% | −500−22.1% | Reduced |
| Innova Wealth Partners | 1,760 | $356.0K | 0.25% | +700+66.0% | Added |
| Toth Financial Advisory Corp | 1,768 | $357.5K | 0.05% | +149+9.2% | Added |
| Lanham O'Dell & Company, Inc. | 1,769 | $357.9K | 0.20% | −339−16.1% | Reduced |
| Clean Yield Group | 1,773 | $358.6K | 0.13% | +55+3.2% | Added |
| Argonautica Private Wealth Management, Inc | 1,774 | $358.8K | 0.12% | 00.0% | Unchanged |
| Widmann Financial Services, Inc. | 1,775 | $358.9K | 0.29% | 00.0% | Unchanged |
| Von Berge Wealth Management Group, LLC | 1,753 | $360.2K | 0.23% | 00.0% | Unchanged |
| American Institute for Advanced Investment Management, LLP | 1,781 | $360.2K | 0.28% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 1,786 | $361.0K | 0.06% | 00.0% | Unchanged |
| McCarthy & Cox | 1,786 | $361.3K | 0.14% | +42+2.4% | Added |
| White Lighthouse Investment Management Inc. | 1,787 | $361.4K | 0.07% | +409+29.7% | Added |