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 |
|---|---|---|---|---|---|
| Level Financial Advisors, Inc. | 2,055 | $415.6K | 0.18% | +32+1.6% | Added |
| Elevatus Welath Management | 2,057 | $416.0K | 0.16% | −111−5.1% | Reduced |
| Hanlon Investment Management, Inc. | 2,057 | $416.0K | 0.12% | +407+24.7% | Added |
| Rice Hall James & Associates, LLC | 2,058 | $416.3K | 0.02% | 00.0% | Unchanged |
| Stonehage Fleming Financial Services Holdings Ltd | 2,062 | $417.1K | 0.01% | −3,217−60.9% | Reduced |
| Versant Capital Management, Inc | 2,064 | $417.5K | 0.11% | +831+67.4% | Added |
| American Planning Services, Inc. | 2,069 | $418.5K | 0.29% | −200−8.8% | Reduced |
| Kercheville Advisors, LLC | 2,070 | $418.7K | 0.18% | −300−12.7% | Reduced |
| Riverview Capital Advisers, LLC | 2,071 | $418.9K | 0.14% | −66−3.1% | Reduced |
| Campbell Wealth Management | 2,070 | $419.0K | 0.14% | 00.0% | Unchanged |
| Sageworth Trust Co | 2,074 | $419.5K | 0.03% | +2,074 | New |
| Oxbow Advisors, LLC | 2,079 | $420.5K | 0.05% | +100+5.1% | Added |
| Ruedi Wealth Management, Inc. | 2,081 | $421.0K | 0.17% | +109+5.5% | Added |
| Greytown Advisors Inc. | 2,084 | $421.5K | 0.25% | −459−18.0% | Reduced |
| Sprinkle Financial Consultants LLC | 2,087 | $422.1K | 0.33% | +2+0.1% | Added |
| Chelsea Counsel Co | 2,092 | $423.1K | 0.21% | 00.0% | Unchanged |
| Signature Wealth Management Group | 2,094 | $423.6K | 0.19% | +14+0.7% | Added |
| Foundation Wealth Management, LLC | 2,097 | $424.2K | 0.33% | −250−10.7% | Reduced |
| Compton Financial Group, LLC | 2,098 | $424.3K | 0.14% | −67−3.1% | Reduced |
| BlueChip Wealth Advisors LLC | 2,099 | $424.6K | 0.25% | +197+10.4% | Added |
| MGO Private Wealth, LLC | 2,102 | $425.2K | 0.27% | −18−0.8% | Reduced |
| Beaird Harris Wealth Management, LLC | 2,106 | $425.9K | 0.04% | +438+26.3% | Added |
| Squire Investment Management Company, LLC | 2,106 | $426.0K | 0.24% | +17+0.8% | Added |
| Broderick Brian C | 2,110 | $426.8K | 0.09% | 00.0% | Unchanged |
| Lansing Street Advisors | 2,112 | $427.1K | 0.18% | +142+7.2% | Added |
| Catalyst Private Wealth, LLC | 2,115 | $427.8K | 0.23% | −25−1.2% | Reduced |
| TCP Asset Management, LLC | 2,119 | $428.6K | 0.11% | +110+5.5% | Added |
| Jacobs & Co | 2,124 | $429.0K | 0.04% | −300−12.4% | Reduced |
| New World Advisors LLC | 2,121 | $429.0K | 0.12% | −55−2.5% | Reduced |
| Mascoma Wealth Management LLC | 2,123 | $429.4K | 0.11% | −290−12.0% | Reduced |
| Exeter Financial, LLC | 2,131 | $431.0K | 0.21% | −27−1.3% | Reduced |
| Wallace Capital Management Inc. | 2,131 | $431.0K | 0.06% | +250+13.3% | Added |
| One Day In July LLC | 2,138 | $432.4K | 0.05% | +230+12.1% | Added |
| Tower Wealth Partners, Inc. | 2,142 | $433.2K | 0.27% | +375+21.2% | Added |
| Triton Wealth Management, PLLC | 2,065 | $434.3K | 0.25% | +1,018+97.2% | Added |
| Kaizen Financial Strategies | 2,019 | $434.4K | 0.27% | −177−8.1% | Reduced |
| Capital Market Strategies LLC | 2,150 | $434.8K | 0.27% | +593+38.1% | Added |
| Lazard Freres Gestion S.A.S. | 2,187 | $435.0K | 0.01% | +255+13.2% | Added |
| Worth Asset Management, LLC | 2,153 | $435.5K | 0.26% | +74+3.6% | Added |
| Landaas & Co | 2,156 | $436.0K | 0.13% | −2,696−55.6% | Reduced |
| Sepio Capital, LP | 2,157 | $436.0K | 0.04% | +8+0.4% | Added |
| Morse Asset Management, Inc | 2,161 | $437.0K | 0.11% | −4−0.2% | Reduced |
| Darwin Advisors, LLC | 2,167 | $438.3K | 0.22% | −28−1.3% | Reduced |
| Dupree Financial Group, LLC | 2,173 | $439.5K | 0.20% | 00.0% | Unchanged |
| Forum Private Client Group LLC | 2,183 | $441.5K | 0.21% | −2,165−49.8% | Reduced |
| Encompass More Asset Management | 2,190 | $443.0K | 0.32% | +84+4.0% | Added |
| Beacon Bridge Wealth Partners, LLC | 2,191 | $443.2K | 0.20% | −75−3.3% | Reduced |
| Builder Investment Group Inc | 2,191 | $443.2K | 0.12% | +10.0% | Added |
| Garner Asset Management Corp | 2,194 | $444.0K | 0.22% | +2+0.1% | Added |
| Riversedge Advisors, LLC | 2,196 | $444.1K | 0.11% | +144+7.0% | Added |
| Cultivar Capital, Inc. | 2,200 | $445.0K | 0.37% | 00.0% | Unchanged |
| Knuff & Co LLC | 2,202 | $445.4K | 0.14% | 00.0% | Unchanged |
| Kiely Wealth Advisory Group, Inc. | 2,179 | $445.5K | 0.25% | +116+5.6% | Added |
| Richwood Investment Advisors, LLC | 2,208 | $446.6K | 0.39% | +40+1.8% | Added |
| Sensible Money, LLC | 2,210 | $447.0K | 0.22% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 2,210 | $447.0K | 0.17% | 00.0% | Unchanged |
| Summit Wealth Group, LLC | 2,214 | $448.0K | 0.13% | +24+1.1% | Added |
| McGowan Group Asset Management, Inc. | 2,220 | $448.9K | 0.06% | −84−3.6% | Reduced |
| Echo Wealth Management, LLC | 2,222 | $449.4K | 0.34% | +2,222 | New |
| Prospect Financial Services LLC | 2,223 | $449.6K | 0.35% | +2+0.1% | Added |
| Gimbal Financial | 2,168 | $449.9K | 0.33% | +384+21.5% | Added |
| Albert D Mason Inc | 2,226 | $450.2K | 0.30% | −29−1.3% | Reduced |
| Optivise Advisory Services LLC | 2,227 | $450.3K | 0.24% | +2,227 | New |
| Pennsylvania Capital Management Inc | 2,231 | $451.1K | 0.17% | −10.0% | Reduced |
| Alliance Wealth Advisors, LLC | 2,233 | $451.6K | 0.13% | −64−2.8% | Reduced |
| Granite FO LLC | 2,238 | $452.7K | 0.29% | 00.0% | Unchanged |
| Safeguard Investment Advisory Group, LLC | 2,238 | $453.0K | 0.14% | −474−17.5% | Reduced |
| Willow Creek Wealth Management Inc. | 2,244 | $454.0K | 0.05% | +3+0.1% | Added |
| Marshall Financial Group Inc | 2,248 | $454.7K | 0.15% | +13+0.6% | Added |
| Kraft, Davis & Associates, LLC | 2,148 | $455.9K | 0.14% | +2,148 | New |
| Clay Northam Wealth Management, LLC | 2,257 | $456.5K | 0.35% | 00.0% | Unchanged |
| Waterford Advisors, LLC | 2,257 | $456.5K | 0.19% | +100+4.6% | Added |
| Intrinsic Value Partners, LLC | 2,257 | $456.5K | 0.48% | 00.0% | Unchanged |
| Greenfield Seitz Capital Management, LLC | 2,261 | $457.3K | 0.17% | −150−6.2% | Reduced |
| RPS Advisory Solutions LLC | 2,266 | $458.3K | 0.42% | +2,266 | New |
| Kinloch Capital, LLC | 2,268 | $458.7K | 0.24% | +275+13.8% | Added |
| C M Bidwell & Associates Ltd | 2,272 | $459.5K | 0.31% | −10.0% | Reduced |
| Security National Bank of Sioux City Iowa | 2,273 | $459.7K | 0.33% | 00.0% | Unchanged |
| Vertex Planning Partners, LLC | 2,279 | $461.0K | 0.12% | +243+11.9% | Added |
| Truvestments Capital LLC | 2,283 | $461.8K | 0.18% | +59+2.7% | Added |
| Old North State Wealth Management, LLC | 2,281 | $462.1K | 0.30% | +236+11.5% | Added |
| Black Point Wealth Management | 2,288 | $462.8K | 0.48% | +2,288 | New |
| CapWealth Advisors, LLC | 2,302 | $465.6K | 0.06% | +50+2.2% | Added |
| Lathrop Investment Management Corp | 2,313 | $468.0K | 0.09% | −50−2.1% | Reduced |
| Ontario Teachers Pension Plan Board | 2,314 | $468.0K | 0.00% | −1,815−44.0% | Reduced |
| Trust Co of Oklahoma | 2,318 | $468.8K | 0.16% | −44−1.9% | Reduced |
| S&T Bank | 2,320 | $469.0K | 0.12% | −146−5.9% | Reduced |
| Brand Asset Management Group, Inc. | 2,323 | $469.9K | 0.20% | +1,243+115.1% | Added |
| Westshore Wealth, LLC | 2,324 | $470.0K | 0.20% | −11−0.5% | Reduced |
| Tacita Capital Inc | 2,332 | $471.7K | 0.33% | 00.0% | Unchanged |
| Clayton Financial Group LLC | 2,355 | $471.7K | 0.20% | 00.0% | Unchanged |
| Wilson & Boucher Capital Management, LLC | 2,341 | $473.4K | 0.36% | 00.0% | Unchanged |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 2,342 | $473.7K | 0.18% | −25−1.1% | Reduced |
| Planned Solutions, Inc. | 2,343 | $473.9K | 0.23% | 00.0% | Unchanged |
| Tandem Investment Advisors, Inc. | 2,345 | $474.0K | 0.02% | −52−2.2% | Reduced |
| Headlands Technologies LLC | 2,357 | $476.7K | 0.05% | +1,418+151.0% | Added |
| ICONIQ Capital, LLC | 2,357 | $476.7K | 0.01% | +2,357 | New |
| LaSalle St. Investment Advisors, LLC | 2,360 | $477.0K | 0.24% | +271+13.0% | Added |
| Wealthgate Family Office, LLC | 2,360 | $477.3K | 1.17% | 00.0% | Unchanged |
| Global Strategic Investment Solutions, LLC | 2,371 | $479.6K | 0.06% | −396−14.3% | Reduced |