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 |
|---|---|---|---|---|---|
| Pension & Wealth Management Advisors, Inc. | 2,798 | $566.1K | 0.33% | +3+0.1% | Added |
| Cascade Financial Partners, LLC | 2,801 | $566.5K | 0.07% | 00.0% | Unchanged |
| Harrington Investments, INC | 2,802 | $566.7K | 0.32% | −10−0.4% | Reduced |
| Silver Coast Investments LLC | 2,807 | $567.7K | 0.23% | +225+8.7% | Added |
| Firethorn Wealth Partners, LLC | 2,813 | $568.9K | 0.32% | −25−0.9% | Reduced |
| Horizon Bancorp Inc | 2,818 | $570.0K | 0.27% | +464+19.7% | Added |
| JJJ Advisors Inc. | 2,830 | $572.4K | 0.12% | +127+4.7% | Added |
| MKT Advisors LLC | 2,758 | $572.7K | 0.28% | +180+7.0% | Added |
| Better Money Decisions, LLC | 2,833 | $573.0K | 0.43% | −215−7.1% | Reduced |
| Paragon Private Wealth Management, LLC | 2,836 | $573.6K | 0.32% | +466+19.7% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 2,837 | $573.7K | 0.33% | 00.0% | Unchanged |
| EdgeRock Capital LLC | 2,837 | $574.0K | 0.44% | +500+21.4% | Added |
| Islay Capital Management, LLC | 2,840 | $574.4K | 0.41% | −163−5.4% | Reduced |
| Balentine LLC | 2,841 | $574.6K | 0.03% | −9,632−77.2% | Reduced |
| Paladin Advisory Group, LLC | 2,802 | $575.7K | 0.45% | 00.0% | Unchanged |
| Madden Securities Corp | 2,849 | $576.2K | 0.26% | 00.0% | Unchanged |
| Waller Financial Planning Group, Inc | 2,850 | $576.5K | 0.15% | +1,071+60.2% | Added |
| Alterna Wealth Management, Inc | 2,863 | $579.1K | 0.51% | −490−14.6% | Reduced |
| Cahaba Wealth Management, Inc. | 2,870 | $580.4K | 0.05% | −367−11.3% | Reduced |
| Shapiro Capital Management LLC | 2,880 | $582.5K | 0.02% | 00.0% | Unchanged |
| Intergy Private Wealth, LLC | 2,884 | $583.3K | 0.24% | +137+5.0% | Added |
| DHK Financial Advisors, Inc. | 2,890 | $584.5K | 0.41% | +2,890 | New |
| Financial Freedom, LLC | 2,897 | $585.9K | 0.33% | +144+5.2% | Added |
| Wealth Advisors of Iowa, LLC | 2,897 | $585.9K | 0.33% | −39−1.3% | Reduced |
| Arbor Investment Advisors, LLC | 2,920 | $590.5K | 0.09% | +639+28.0% | Added |
| Avenir Corp | 2,924 | $591.4K | 0.06% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 2,849 | $591.6K | 0.26% | −32−1.1% | Reduced |
| Successful Portfolios LLC | 2,927 | $592.0K | 0.41% | −394−11.9% | Reduced |
| Market Street Wealth Management Advisors LLC | 2,929 | $592.4K | 0.10% | −203−6.5% | Reduced |
| Planning Capital Management Corp | 2,932 | $593.0K | 0.42% | 00.0% | Unchanged |
| Youngs Advisory Group, Inc. | 2,933 | $593.2K | 0.26% | +10.0% | Added |
| McDonough Capital Management, Inc | 2,933 | $593.3K | 0.43% | +729+33.1% | Added |
| Smith Thornton Advisors LLC | 2,936 | $593.8K | 0.44% | +2,936 | New |
| My Personal CFO, LLC | 2,941 | $594.9K | 0.32% | −77−2.6% | Reduced |
| Blue Bell Private Wealth Management, LLC | 2,944 | $595.5K | 0.12% | −33−1.1% | Reduced |
| Parkside Investments, LLC | 2,944 | $595.6K | 0.09% | +170+6.1% | Added |
| Strid Group, LLC | 2,951 | $596.8K | 0.10% | +129+4.6% | Added |
| Reuter James Wealth Management, LLC | 2,956 | $597.9K | 0.44% | −62−2.1% | Reduced |
| Lane & Associates LLC | 2,958 | $598.2K | 0.35% | +182+6.6% | Added |
| Infrastructure Capital Advisors, LLC | 2,965 | $599.7K | 0.08% | −7,035−70.4% | Reduced |
| Pin Oak Investment Advisors Inc | 2,967 | $600.0K | 0.57% | −83−2.7% | Reduced |
| Coordinated Financial Services, Inc. | 2,970 | $600.7K | 0.51% | −366−11.0% | Reduced |
| Hoxton Planning & Management, LLC | 2,970 | $600.7K | 0.28% | −13−0.4% | Reduced |
| Charter Research & Investment Group, Inc. | 2,976 | $602.0K | 0.47% | 00.0% | Unchanged |
| Pullen Investment Management, LLC | 2,980 | $602.7K | 0.50% | +186+6.7% | Added |
| Opal Wealth Advisors, LLC | 2,981 | $602.9K | 0.19% | −1,210−28.9% | Reduced |
| Benchmark Financial Wealth Advisors, LLC | 2,981 | $603.0K | 0.22% | +335+12.7% | Added |
| VCI Wealth Management LLC | 2,984 | $603.6K | 0.30% | −221−6.9% | Reduced |
| Alpha Financial Partners, LLC | 2,986 | $604.0K | 0.52% | +257+9.4% | Added |
| SilverOak Wealth Management LLC | 2,987 | $604.1K | 0.15% | +620+26.2% | Added |
| Tucker Asset Management LLC | 2,987 | $604.2K | 0.13% | −57−1.9% | Reduced |
| First Affirmative Financial Network | 3,000 | $606.9K | 0.42% | +306+11.4% | Added |
| Smith Anglin Financial, LLC | 3,009 | $608.5K | 0.06% | −61−2.0% | Reduced |
| Heck Capital Advisors, LLC | 3,010 | $608.8K | 0.08% | −12−0.4% | Reduced |
| Clarity Capital Partners LLC | 3,014 | $609.6K | 0.37% | +197+7.0% | Added |
| New Jersey Better Educational Savings Trust | 3,017 | $610.2K | 1.22% | −3,444−53.3% | Reduced |
| Cohen & Steers, Inc. | 3,019 | $611.0K | 0.00% | −58−1.9% | Reduced |
| Cook Wealth Management Group LLC | 2,934 | $612.2K | 0.33% | −364−11.0% | Reduced |
| Visionary Horizons, LLC | 3,028 | $612.5K | 0.45% | −79−2.5% | Reduced |
| Keene & Associates, Inc. | 3,041 | $615.1K | 0.50% | −105−3.3% | Reduced |
| State of Wyoming | 3,046 | $616.1K | 0.10% | −238−7.2% | Reduced |
| Warwick Investment Management, Inc. | 3,048 | $616.5K | 0.14% | +239+8.5% | Added |
| Cypress Capital Management LLC (WY) | 3,050 | $616.9K | 0.66% | 00.0% | Unchanged |
| New Insight Wealth Advisors | 3,054 | $617.7K | 0.36% | −300−8.9% | Reduced |
| Silver Lake Advisory, LLC | 3,054 | $617.7K | 0.28% | +16+0.5% | Added |
| Compass Ion Advisors, LLC | 3,085 | $617.9K | 0.09% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 3,067 | $620.3K | 0.55% | −1,561−33.7% | Reduced |
| Winton Group Ltd | 3,069 | $620.7K | 0.04% | −15,182−83.2% | Reduced |
| Motive Wealth Advisors | 3,069 | $620.7K | 0.37% | −13−0.4% | Reduced |
| North Point Portfolio Managers Corp | 3,069 | $620.7K | 0.11% | +132+4.5% | Added |
| Financial Advisory Corp | 3,070 | $621.0K | 0.26% | 00.0% | Unchanged |
| Waypoint Wealth Partners Inc. | 3,071 | $621.1K | 0.18% | +3,071 | New |
| Dock Street Asset Management Inc | 3,082 | $623.4K | 0.09% | +444+16.8% | Added |
| D.B. Root & Company, LLC | 3,083 | $623.7K | 0.21% | +285+10.2% | Added |
| Inspirion Wealth Advisors, LLC | 3,089 | $624.7K | 0.10% | 00.0% | Unchanged |
| WestHill Financial Advisors, Inc. | 3,096 | $626.1K | 0.15% | +23+0.7% | Added |
| SP Asset Management LLC | 3,096 | $626.3K | 0.06% | +680+28.1% | Added |
| J. L. Bainbridge & Co., Inc. | 3,102 | $627.4K | 0.06% | −96−3.0% | Reduced |
| Flagstone Financial Management | 3,105 | $628.1K | 0.23% | 00.0% | Unchanged |
| Fulcrum Equity Management | 3,112 | $629.5K | 0.56% | +117+3.9% | Added |
| Arbor Wealth Advisors LLC | 3,113 | $629.6K | 0.62% | 00.0% | Unchanged |
| Wealthgarden F.S. LLC | 3,122 | $631.5K | 0.67% | +3,122 | New |
| Ackerman Capital Advisors, LLC | 3,127 | $632.5K | 0.17% | 00.0% | Unchanged |
| Dakota Community Bank & Trust NA | 3,130 | $633.1K | 3.41% | −25−0.8% | Reduced |
| Emerald Advisors, LLC | 3,133 | $633.7K | 0.10% | −479−13.3% | Reduced |
| Gemmer Asset Management LLC | 3,135 | $634.2K | 0.07% | +48+1.6% | Added |
| Allen Wealth Management, LLC | 3,136 | $634.3K | 0.56% | +205+7.0% | Added |
| Shikiar Asset Management Inc | 3,141 | $635.0K | 0.17% | +151+5.1% | Added |
| Cassady Schiller Wealth Management, LLC | 3,142 | $635.5K | 0.26% | −400−11.3% | Reduced |
| Van Eck Associates Corp | 3,201 | $636.0K | 0.00% | +3,201 | New |
| Bruce G. Allen Investments, LLC | 3,148 | $636.7K | 0.54% | −460−12.7% | Reduced |
| Integrity Financial Corp | 3,148 | $636.8K | 0.40% | +51+1.6% | Added |
| First Community Trust NA | 3,151 | $637.3K | 0.54% | 00.0% | Unchanged |
| Fiduciary Financial Group, LLC | 2,990 | $638.7K | 0.15% | +2,990 | New |
| Perritt Capital Management Inc | 3,164 | $639.9K | 0.35% | −1,255−28.4% | Reduced |
| Rise Advisors, LLC | 3,168 | $640.8K | 0.34% | −25−0.8% | Reduced |
| Cherry Tree Wealth Management, LLC | 3,169 | $641.0K | 0.16% | +30+1.0% | Added |
| Lakewood Asset Management LLC | 3,172 | $641.6K | 0.45% | +10.0% | Added |
| Amussen Hunsaker Associates LLC | 3,174 | $642.2K | 0.11% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 3,181 | $643.4K | 0.06% | +608+23.6% | Added |