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 |
|---|---|---|---|---|---|
| Sage Capital Management, LLC | 1,796 | $363.2K | 0.19% | +8+0.4% | Added |
| Ade, LLC | 1,797 | $363.4K | 0.25% | +105+6.2% | Added |
| Thrive Capital Management, LLC | 1,797 | $363.5K | 0.17% | +197+12.3% | Added |
| Lipe & Dalton | 1,800 | $364.0K | 0.20% | 00.0% | Unchanged |
| Skyline Advisors, Inc. | 1,806 | $365.3K | 0.16% | −250−12.2% | Reduced |
| One Wealth Management Investment & Advisory Services, LLC | 1,811 | $366.3K | 0.15% | −7−0.4% | Reduced |
| Tang Capital Management LLC | 1,811 | $366.4K | 0.04% | +1,811 | New |
| Private Advisory Group LLC | 1,815 | $367.1K | 0.05% | +777+74.9% | Added |
| Rockbridge Investment Management, LCC | 1,820 | $368.1K | 0.05% | +97+5.6% | Added |
| Sykon Capital LLC | 1,821 | $368.3K | 0.14% | −250−12.1% | Reduced |
| Chickasaw Capital Management LLC | 1,826 | $369.0K | 0.02% | 00.0% | Unchanged |
| Smith Shellnut Wilson LLC | 1,832 | $370.5K | 0.18% | 00.0% | Unchanged |
| Schiavi & Co LLC | 1,833 | $370.7K | 0.15% | −14−0.8% | Reduced |
| Dynamic Wealth Strategies, LLC | 1,840 | $372.0K | 0.32% | −61−3.2% | Reduced |
| Denver Wealth Management, Inc. | 1,840 | $372.1K | 0.19% | −46−2.4% | Reduced |
| HFR Wealth Management, LLC | 1,845 | $373.2K | 0.09% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 1,847 | $373.6K | 0.13% | +108+6.2% | Added |
| Defender Capital, LLC. | 1,849 | $374.0K | 0.13% | 00.0% | Unchanged |
| Flynn Zito Capital Management, LLC | 1,850 | $374.2K | 0.19% | +26+1.4% | Added |
| Solano Wealth Management, Inc. | 1,850 | $374.3K | 0.20% | −516−21.8% | Reduced |
| RWM Asset Management, LLC | 1,851 | $374.4K | 0.07% | −12−0.6% | Reduced |
| Emergent Wealth Advisors, LLC | 1,833 | $375.0K | 0.30% | +78+4.4% | Added |
| WT Wealth Management | 1,857 | $375.6K | 0.13% | −17,005−90.2% | Reduced |
| Atwater Malick LLC | 1,861 | $376.4K | 0.13% | 00.0% | Unchanged |
| Adams Wealth Management | 1,869 | $378.0K | 0.09% | 00.0% | Unchanged |
| CacheTech Inc. | 1,869 | $378.0K | 0.09% | +1,869 | New |
| Keeler & Nadler Financial Planning & Wealth Management | 1,874 | $379.1K | 0.21% | +1+0.1% | Added |
| Roth Financial Partners LLC | 1,877 | $379.6K | 0.16% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 1,879 | $380.0K | 0.05% | −20−1.1% | Reduced |
| David J Yvars Group | 1,880 | $380.2K | 0.24% | +123+7.0% | Added |
| Jackson Thornton Asset Management, LLC | 1,882 | $380.7K | 0.06% | 00.0% | Unchanged |
| AlphaCentric Advisors LLC | 1,884 | $381.1K | 0.28% | +915+94.4% | Added |
| Traction Financial Partners, LLC | 1,802 | $381.2K | 0.28% | +5+0.3% | Added |
| Riverstone Advisors, LLC | 1,885 | $381.3K | 0.23% | +3+0.2% | Added |
| Family Asset Management, LLC | 1,896 | $383.4K | 0.25% | +147+8.4% | Added |
| Inceptionr LLC | 1,898 | $383.9K | 0.11% | −4,402−69.9% | Reduced |
| jvl associates llc | 1,902 | $384.7K | 0.15% | −9−0.5% | Reduced |
| Lewis Asset Management, LLC | 1,903 | $384.9K | 0.29% | +129+7.3% | Added |
| Vishria Bird Financial Group, LLC | 1,903 | $385.0K | 0.16% | +16+0.8% | Added |
| CarsonAllaria Wealth Management, Ltd. | 1,903 | $385.1K | 0.24% | −170−8.2% | Reduced |
| Redwood Wealth Management Group, LLC | 1,905 | $385.2K | 0.29% | +19+1.0% | Added |
| Cumberland Partners Ltd | 1,905 | $385.3K | 0.03% | −318−14.3% | Reduced |
| Axim Planning & Wealth | 1,906 | $385.5K | 0.46% | +73+4.0% | Added |
| Twin Peaks Wealth Advisors, LLC | 1,909 | $386.2K | 0.19% | +195+11.4% | Added |
| Values Added Financial LLC | 1,912 | $386.7K | 0.28% | +539+39.3% | Added |
| DHJJ Financial Advisors, Ltd. | 1,912 | $386.8K | 0.16% | −5−0.3% | Reduced |
| Northstar Advisory Group, LLC | 1,921 | $388.5K | 0.22% | +3+0.2% | Added |
| NDVR, Inc. | 1,925 | $389.4K | 0.41% | +515+36.5% | Added |
| Tarbox Family Office, Inc. | 1,926 | $389.6K | 0.07% | 00.0% | Unchanged |
| Madison Park Capital Advisors, LLC | 1,929 | $390.1K | 0.33% | −2−0.1% | Reduced |
| Wealthspan Partners, LLC | 1,930 | $390.3K | 0.22% | −22−1.1% | Reduced |
| Luken Investment Analytics, LLC | 1,932 | $390.8K | 0.20% | 00.0% | Unchanged |
| Sage Capital Advisors,llc | 1,937 | $391.7K | 0.11% | +43+2.3% | Added |
| Etfidea, LLC | 1,937 | $391.8K | 0.13% | 00.0% | Unchanged |
| Redwood Investment Management, LLC | 1,939 | $392.0K | 0.03% | +323+20.0% | Added |
| Shira Ridge Wealth Management | 1,941 | $392.5K | 0.22% | +353+22.2% | Added |
| Morling Financial Advisors, LLC | 1,941 | $392.6K | 0.17% | +293+17.8% | Added |
| Echo45 Advisors LLC | 1,946 | $393.6K | 0.28% | −200−9.3% | Reduced |
| American Financial Advisors, LLC | 1,947 | $393.7K | 0.06% | −188−8.8% | Reduced |
| Capital Performance Advisors LLP | 1,948 | $394.0K | 0.15% | +31+1.6% | Added |
| Somerville Kurt F | 1,949 | $394.2K | 0.07% | 00.0% | Unchanged |
| Permit Capital, LLC | 1,955 | $395.4K | 0.15% | −670−25.5% | Reduced |
| Sterling Financial Planning, Inc. | 1,956 | $395.6K | 0.16% | −50−2.5% | Reduced |
| Arcadia Investment Management Corp | 1,957 | $395.8K | 0.07% | −81−4.0% | Reduced |
| Baskin Financial Services Inc. | 1,956 | $396.0K | 0.03% | +46+2.4% | Added |
| Cherry Creek Investment Advisors, Inc. | 1,958 | $396.0K | 0.21% | +153+8.5% | Added |
| Kearns & Associates LLC | 1,960 | $396.4K | 0.30% | 00.0% | Unchanged |
| Gratus Wealth Advisors, LLC | 1,891 | $396.6K | 0.07% | −10−0.5% | Reduced |
| Clarkston Capital Partners, LLC | 1,966 | $397.6K | 0.01% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 1,967 | $397.8K | 0.31% | 00.0% | Unchanged |
| Litman Gregory Asset Management LLC | 1,971 | $398.7K | 0.04% | +115+6.2% | Added |
| Strategic Investment Solutions, Inc. | 1,925 | $398.7K | 0.13% | +1,925 | New |
| Insight Wealth Partners, LLC | 1,971 | $398.7K | 0.26% | +58+3.0% | Added |
| Inspire Advisors, LLC | 1,974 | $399.2K | 0.05% | −129−6.1% | Reduced |
| BCS Wealth Management | 1,975 | $400.0K | 0.19% | +39+2.0% | Added |
| Oceanside Advisors LLC | 1,980 | $400.5K | 0.32% | +520+35.6% | Added |
| Western Financial Corp | 1,981 | $400.7K | 0.24% | +1,981 | New |
| Horizon Family Wealth, Inc. | 1,985 | $401.4K | 0.31% | +12+0.6% | Added |
| Compass Financial Group, INC | 1,987 | $401.9K | 0.09% | +5+0.3% | Added |
| Acorn Financial Advisory Services Inc | 1,993 | $403.1K | 0.08% | +2+0.1% | Added |
| Palo Alto Wealth Advisors, LLC | 1,995 | $403.5K | 0.28% | +12+0.6% | Added |
| Tandem Wealth Advisors LLC | 2,000 | $404.5K | 0.22% | 00.0% | Unchanged |
| Glaxis Capital Management, LLC | 2,000 | $404.5K | 0.70% | +2,000 | New |
| Burton Enright Welch | 2,000 | $404.6K | 0.09% | −86−4.1% | Reduced |
| KFA Private Wealth Group, LLC | 2,009 | $406.3K | 0.21% | −475−19.1% | Reduced |
| Encompass Wealth Advisors, LLC | 2,014 | $407.4K | 0.11% | +2+0.1% | Added |
| JMG Financial Group, Ltd. | 2,015 | $407.6K | 0.02% | 00.0% | Unchanged |
| W.H. Cornerstone Investments Inc. | 2,016 | $408.0K | 0.29% | −9−0.4% | Reduced |
| Elwood & Goetz Wealth Advisory Group, LLC | 2,018 | $408.2K | 0.12% | 00.0% | Unchanged |
| Centennial Wealth Advisory LLC | 2,020 | $408.6K | 0.18% | +412+25.6% | Added |
| Syverson Strege & Co | 2,021 | $408.8K | 0.14% | −7−0.3% | Reduced |
| Smith & Howard Wealth Management, LLC | 2,023 | $409.1K | 0.12% | +186+10.1% | Added |
| Signal Advisors Wealth, LLC | 2,023 | $409.2K | 0.89% | −7,191−78.0% | Reduced |
| POM Investment Strategies, LLC | 2,024 | $409.4K | 0.33% | +134+7.1% | Added |
| Beirne Wealth Consulting Services, LLC | 2,027 | $410.0K | 0.17% | 00.0% | Unchanged |
| Jacobson & Schmitt Advisors, LLC | 2,044 | $413.4K | 0.09% | +2,044 | New |
| Freedom Day Solutions, LLC | 2,046 | $413.7K | 0.14% | −30−1.4% | Reduced |
| Fermata Advisors, LLC | 2,046 | $413.8K | 0.10% | −975−32.3% | Reduced |
| Triumph Capital Management | 2,048 | $414.2K | 0.16% | −19−0.9% | Reduced |
| Verus Financial Partners, Inc. | 2,051 | $414.8K | 0.05% | +2+0.1% | Added |