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; 5,158 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 | 5,158 | $643.7B |
| Q1 2026 | 5,103 | $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 | 4,680 | $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 | 3,710 | $297.0B |
| Q2 2023 | 3,672 | $297.6B |
| Q1 2023 | 3,612 | $266.3B |
| Q4 2022 | 3,628 | $278.3B |
| Q3 2022 | 3,395 | $212.9B |
| Q2 2022 | 3,427 | $229.3B |
| Q1 2022 | 3,519 | $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 |
|---|---|---|---|---|---|
| Tamar Securities, LLC | 2,372 | $479.8K | 0.08% | −287−10.8% | Reduced |
| Penn Davis McFarland Inc | 2,373 | $480.0K | 0.07% | 00.0% | Unchanged |
| Rezny Wealth Management, Inc. | 2,376 | $480.6K | 0.13% | +2,376 | New |
| WCM Investment Management, LLC | 2,416 | $481.1K | 0.00% | +988+69.2% | Added |
| Beacon Capital Management, LLC | 2,380 | $481.4K | 0.09% | −156−6.2% | Reduced |
| Pitti Group Wealth Management, LLC | 2,837 | $482.6K | 0.53% | +60+2.2% | Added |
| AIMZ Investment Advisors, LLC | 2,389 | $483.2K | 0.17% | −200−7.7% | Reduced |
| Brightwater Advisory LLC | 2,399 | $485.2K | 0.37% | −416−14.8% | Reduced |
| Goepper Burkhardt LLC | 2,401 | $485.5K | 0.22% | −3−0.1% | Reduced |
| Integris Wealth Management, LLC | 2,402 | $485.8K | 0.14% | −130−5.1% | Reduced |
| Bernardo Wealth Planning LLC | 2,404 | $486.2K | 0.13% | −199−7.6% | Reduced |
| Williams & Novak, LLC | 2,409 | $487.2K | 0.45% | +2,409 | New |
| CGC Financial Services, LLC | 2,410 | $487.4K | 0.21% | +200+9.0% | Added |
| Private Ocean, LLC | 2,411 | $487.7K | 0.04% | +988+69.4% | Added |
| Sequent Asset Management, LLC | 2,412 | $487.9K | 0.25% | +6+0.2% | Added |
| Hibernia Wealth Partners, LLC | 2,421 | $489.9K | 0.17% | −1,199−33.1% | Reduced |
| Clearwater Capital Advisors, LLC | 2,425 | $490.5K | 0.05% | +1,125+86.5% | Added |
| Maripau Wealth Management LLC | 2,431 | $491.6K | 0.34% | +933+62.3% | Added |
| Kraematon Investment Advisors, Inc | 2,436 | $492.8K | 0.50% | +13+0.5% | Added |
| Hamilton Capital, LLC | 2,439 | $493.3K | 0.04% | −1,953−44.5% | Reduced |
| Gentry Private Wealth, LLC | 2,439 | $493.3K | 0.43% | +2,439 | New |
| Murphy Pohlad Asset Management LLC | 2,440 | $493.5K | 0.21% | 00.0% | Unchanged |
| Marshall Financial Group LLC | 2,442 | $494.0K | 0.14% | +93+4.0% | Added |
| Francis Financial, Inc. | 2,443 | $494.1K | 0.15% | +401+19.6% | Added |
| Covey Capital Advisors, LLC | 2,450 | $495.5K | 0.57% | 00.0% | Unchanged |
| Financial Enhancement Group LLC | 2,387 | $496.4K | 0.08% | −78−3.2% | Reduced |
| PDT Partners, LLC | 2,457 | $497.0K | 0.05% | +2,457 | New |
| Walker Asset Management, LLC | 2,458 | $497.1K | 0.33% | −16−0.6% | Reduced |
| Jackson Creek Investment Advisors LLC | 2,470 | $500.0K | 0.18% | −2,897−54.0% | Reduced |
| Facet Wealth, Inc. | 2,329 | $501.2K | 0.02% | +244+11.7% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 2,480 | $501.5K | 0.04% | +252+11.3% | Added |
| Financial Security Advisor, Inc. | 2,484 | $502.3K | 0.17% | +9+0.4% | Added |
| Garrison Asset Management, LLC | 2,492 | $504.0K | 0.27% | −18−0.7% | Reduced |
| Arnhold LLC | 2,492 | $504.0K | 0.05% | 00.0% | Unchanged |
| Navis Wealth Advisors, LLC | 2,492 | $504.0K | 0.58% | +149+6.4% | Added |
| Lynx Investment Advisory | 2,496 | $504.8K | 0.37% | +2,496 | New |
| Presidio Capital Management, LLC | 2,499 | $505.4K | 0.35% | +420+20.2% | Added |
| Heritage Financial Services, LLC | 2,505 | $506.7K | 0.07% | −110−4.2% | Reduced |
| NovaPoint Capital, LLC | 2,506 | $506.8K | 0.17% | −386−13.3% | Reduced |
| Intelligence Driven Advisers, LLC | 2,508 | $507.2K | 0.07% | +360+16.8% | Added |
| Corundum Trust Company, INC | 2,512 | $508.1K | 1.48% | +2,512 | New |
| Contravisory Investment Management, Inc. | 2,522 | $510.1K | 0.11% | −78−3.0% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 2,523 | $510.4K | 0.21% | −413−14.1% | Reduced |
| America First Investment Advisors, LLC | 2,529 | $511.5K | 0.13% | 00.0% | Unchanged |
| Cowa, LLC | 2,529 | $511.5K | 0.27% | 00.0% | Unchanged |
| Montis Financial, LLC | 2,529 | $511.6K | 0.23% | −10.0% | Reduced |
| WMG Financial Advisors, LLC | 2,531 | $511.9K | 0.27% | +81+3.3% | Added |
| Bond & Devick Financial Network, Inc. | 2,535 | $512.7K | 0.27% | −200−7.3% | Reduced |
| Israel Discount Bank of New York | 2,536 | $512.9K | 0.82% | −2,458−49.2% | Reduced |
| TAGStone Capital, Inc. | 2,535 | $513.0K | 0.29% | +66+2.7% | Added |
| Maiden Cove Capital, LLC | 2,581 | $513.4K | 1.12% | +2,581 | New |
| Wedgewood Investors Inc | 2,543 | $514.3K | 0.61% | +2,543 | New |
| Pine Harbor Wealth Management, LLC | 2,546 | $515.0K | 0.30% | +204+8.7% | Added |
| Wescott Financial Advisory Group, LLC | 2,554 | $516.5K | 0.06% | +94+3.8% | Added |
| Sloy Dahl & Holst, LLC | 2,564 | $518.6K | 0.11% | 00.0% | Unchanged |
| CM Wealth Advisors LLC | 2,567 | $519.2K | 0.25% | −5,281−67.3% | Reduced |
| Abacus Wealth Partners, LLC | 2,569 | $519.6K | 0.09% | −314−10.9% | Reduced |
| Melfa Wealth Management, LLC | 2,571 | $520.0K | 0.36% | +103+4.2% | Added |
| ICW Investment Advisors LLC | 2,573 | $520.5K | 0.24% | +10.0% | Added |
| HC Advisors, LLC | 2,574 | $520.7K | 0.48% | −474−15.6% | Reduced |
| Coco Enterprises, LLC | 2,622 | $520.8K | 0.35% | 00.0% | Unchanged |
| Obsidian Personal Planning Solutions LLC | 2,585 | $522.8K | 0.32% | +33+1.3% | Added |
| U S Global Investors Inc | 2,600 | $525.9K | 0.05% | −4,200−61.8% | Reduced |
| Vance Wealth, Inc. | 2,603 | $526.5K | 0.22% | 00.0% | Unchanged |
| SFG Wealth Management, LLC. | 2,604 | $526.6K | 0.30% | +2+0.1% | Added |
| Isthmus Partners, LLC | 2,607 | $527.3K | 0.06% | −100−3.7% | Reduced |
| Vienna Asset Management LLC | 2,611 | $528.1K | 0.44% | +2,611 | New |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 2,612 | $528.3K | 0.11% | −38−1.4% | Reduced |
| Greenland Capital Management LP | 2,612 | $528.3K | 0.11% | +2,612 | New |
| SJS Investment Consulting Inc. | 2,615 | $528.8K | 0.10% | 00.0% | Unchanged |
| Harbert Fund Advisors, Inc. | 2,625 | $530.9K | 0.43% | +50+1.9% | Added |
| Schoolcraft Capital LLC | 2,636 | $533.2K | 0.11% | −97−3.5% | Reduced |
| Brown Wealth Management, LLC | 2,642 | $534.4K | 0.22% | +13+0.5% | Added |
| Marotta Asset Management | 2,602 | $534.6K | 0.11% | +597+29.8% | Added |
| Summitry LLC | 2,644 | $534.8K | 0.03% | −491−15.7% | Reduced |
| Cherrydale Wealth Management, LLC | 2,647 | $535.4K | 0.23% | +277+11.7% | Added |
| Bridgefront Capital, LLC | 2,650 | $536.0K | 0.22% | +2,650 | New |
| Detalus Advisors, LLC | 2,653 | $536.5K | 0.18% | +871+48.9% | Added |
| Avenue 1 Advisors, LLC | 2,653 | $536.6K | 0.22% | +16+0.6% | Added |
| Independent Family Office, LLC | 2,600 | $536.7K | 0.31% | −822−24.0% | Reduced |
| MBE Wealth Management, LLC | 2,664 | $538.8K | 0.33% | +815+44.1% | Added |
| Centered Wealth LLC dba Miller Equity Capital Advisors | 2,677 | $541.5K | 0.23% | 00.0% | Unchanged |
| Whitaker-Myers Wealth Managers, LTD. | 2,679 | $541.9K | 0.20% | +487+22.2% | Added |
| Merriman Wealth Management, LLC | 2,683 | $542.6K | 0.02% | +14+0.5% | Added |
| TCWP LLC | 2,686 | $543.3K | 1.33% | −21−0.8% | Reduced |
| Advanced Portfolio Management, LLC | 2,688 | $543.7K | 0.38% | 00.0% | Unchanged |
| Garrett Wealth Advisory Group, LLC | 2,694 | $544.9K | 0.20% | +1,186+78.6% | Added |
| FSA Advisors, Inc. | 2,705 | $546.1K | 0.57% | −543−16.7% | Reduced |
| Horst & Graben Wealth Management LLC | 2,713 | $548.7K | 0.10% | +39+1.5% | Added |
| Peninsula Wealth, LLC | 2,679 | $549.0K | 0.10% | +26+1.0% | Added |
| Ameraudi Asset Management, Inc. | 2,728 | $551.8K | 0.25% | +912+50.2% | Added |
| Reik & Co., LLC | 2,732 | $552.6K | 0.14% | 00.0% | Unchanged |
| Apeiron RIA LLC | 2,740 | $554.3K | 0.17% | +6+0.2% | Added |
| Claret Asset Management Corp | 2,755 | $557.0K | 0.10% | +12+0.4% | Added |
| Walkner Condon Financial Advisors LLC | 2,771 | $559.7K | 0.12% | −7,483−73.0% | Reduced |
| Moody Aldrich Partners LLC | 2,769 | $560.1K | 0.11% | +6+0.2% | Added |
| Godsey & Gibb Associates | 2,770 | $560.2K | 0.06% | −23−0.8% | Reduced |
| SNS Financial Group, LLC | 2,774 | $561.1K | 0.06% | +254+10.1% | Added |
| Index Fund Advisors, Inc. | 2,783 | $562.9K | 0.03% | +308+12.4% | Added |
| Westwood Wealth Management | 2,787 | $563.7K | 0.22% | 00.0% | Unchanged |