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 |
|---|---|---|---|---|---|
| Iowa State Bank | 76,860 | $15.5M | 3.44% | +778+1.0% | Added |
| Circle Wealth Management, LLC | 76,747 | $15.5M | 0.36% | −2,189−2.8% | Reduced |
| Ashton Thomas Private Wealth, LLC | 76,632 | $15.5M | 0.86% | +466+0.6% | Added |
| North Star Asset Management Inc | 76,414 | $15.5M | 0.73% | +73+0.1% | Added |
| Stockman Wealth Management, Inc. | 76,413 | $15.5M | 2.71% | −1,543−2.0% | Reduced |
| GLOBALT Investments LLC | 76,183 | $15.4M | 0.62% | −1,015−1.3% | Reduced |
| Hudson Valley Investment Advisors Inc | 89,519 | $15.4M | 2.00% | +1,172+1.3% | Added |
| CAPROCK Group, Inc. | 75,977 | $15.4M | 0.62% | +38,047+100.3% | Added |
| Siemens Fonds Invest GmbH | 75,577 | $15.3M | 1.14% | −77−0.1% | Reduced |
| Telos Capital Management, Inc. | 75,575 | $15.3M | 1.69% | +569+0.8% | Added |
| Integrated Advisors Network LLC | 74,977 | $15.2M | 0.78% | −3,232−4.1% | Reduced |
| Fifth Third Wealth Advisors LLC | 74,954 | $15.2M | 1.15% | +31,397+72.1% | Added |
| Signaturefd, LLC | 74,745 | $15.1M | 0.31% | +2,916+4.1% | Added |
| Altrafin AG | 74,442 | $15.1M | 5.56% | +835+1.1% | Added |
| Essex Financial Services, Inc. | 73,707 | $15.0M | 1.12% | +13,849+23.1% | Added |
| AIA Group Ltd | 74,253 | $15.0M | 0.44% | +4,830+7.0% | Added |
| Strategic Wealth Designers | 72,868 | $15.0M | 1.89% | +72,868 | New |
| Summit Financial, LLC | 73,949 | $15.0M | 0.68% | +34,990+89.8% | Added |
| Wealthspire Advisors, LLC | 73,861 | $14.9M | 0.19% | +22,350+43.4% | Added |
| GAM Holding AG | 73,814 | $14.9M | 1.15% | +4,952+7.2% | Added |
| Tokio Marine Asset Management Co Ltd | 73,756 | $14.9M | 0.71% | +2,610+3.7% | Added |
| Caldwell Trust Co | 73,388 | $14.8M | 1.64% | +658+0.9% | Added |
| Winslow Asset Management Inc | 73,142 | $14.8M | 2.91% | −4,136−5.4% | Reduced |
| Summit Trail Advisors, LLC | 72,744 | $14.7M | 0.39% | +29,392+67.8% | Added |
| Allied Investment Advisors, LLC | 72,724 | $14.7M | 3.45% | −1,032−1.4% | Reduced |
| GDS Wealth Management | 72,716 | $14.7M | 1.61% | +6,062+9.1% | Added |
| Cohen Klingenstein LLC | 72,700 | $14.7M | 0.53% | 00.0% | Unchanged |
| 1st Source Bank | 72,691 | $14.7M | 0.86% | −986−1.3% | Reduced |
| Global Retirement Partners, LLC | 72,677 | $14.7M | 0.46% | +9,763+15.5% | Added |
| NatWest Group plc | 72,560 | $14.7M | 5.02% | +4,650+6.8% | Added |
| Castleark Management LLC | 72,365 | $14.6M | 0.60% | 00.0% | Unchanged |
| Valicenti Advisory Services Inc | 72,363 | $14.6M | 3.93% | −3,785−5.0% | Reduced |
| Ritholtz Wealth Management | 72,295 | $14.6M | 0.48% | +374+0.5% | Added |
| Eagle Rock Investment Company, LLC | 71,955 | $14.6M | 2.63% | −4,976−6.5% | Reduced |
| Connors Investor Services Inc | 71,925 | $14.5M | 1.51% | −99−0.1% | Reduced |
| GAMMA Investing LLC | 71,735 | $14.5M | 1.98% | +15,576+27.7% | Added |
| Punch & Associates Investment Management, Inc. | 71,556 | $14.5M | 0.85% | +176+0.2% | Added |
| Journey Advisory Group, LLC | 71,429 | $14.4M | 1.73% | +982+1.4% | Added |
| Hollencrest Capital Management | 71,364 | $14.4M | 0.64% | −129−0.2% | Reduced |
| Diversified Trust Co | 71,356 | $14.4M | 0.41% | +13,098+22.5% | Added |
| Sigma Planning Corp | 71,343 | $14.4M | 0.46% | −3,927−5.2% | Reduced |
| Woodstock Corp | 71,099 | $14.4M | 1.46% | −138−0.2% | Reduced |
| Spinnaker Trust | 71,056 | $14.4M | 0.92% | −3,428−4.6% | Reduced |
| Caxton Associates LP | 71,050 | $14.4M | 0.56% | +71,050 | New |
| JB Capital LLC | 70,792 | $14.3M | 0.90% | +517+0.7% | Added |
| Sumitomo Life Insurance Co | 71,559 | $14.3M | 0.33% | +19,302+36.9% | Added |
| Schnieders Capital Management LLC | 70,667 | $14.3M | 2.89% | −5,883−7.7% | Reduced |
| Ossiam | 70,627 | $14.3M | 0.27% | −409−0.6% | Reduced |
| Legacy Private Trust Co. | 70,595 | $14.3M | 1.01% | +161+0.2% | Added |
| Farmers National Bank | 70,410 | $14.2M | 4.29% | +649+0.9% | Added |
| Vantage Investment Partners, LLC | 70,301 | $14.2M | 1.29% | −7,707−9.9% | Reduced |
| Cypress Capital Group | 70,278 | $14.2M | 1.70% | −594−0.8% | Reduced |
| Cyndeo Wealth Partners, LLC | 70,165 | $14.2M | 1.11% | +3,827+5.8% | Added |
| CTC LLC | 70,151 | $14.2M | 1.06% | +56,119+399.9% | Added |
| Matthew 25 Management Corp | 70,000 | $14.2M | 4.91% | −3,500−4.8% | Reduced |
| Artemis Investment Management LLP | 69,928 | $14.1M | 0.19% | −20,972−23.1% | Reduced |
| Sara-Bay Financial | 69,801 | $14.1M | 5.73% | +7,590+12.2% | Added |
| Avantax Planning Partners, Inc. | 69,715 | $14.1M | 0.45% | −9,682−12.2% | Reduced |
| Bank of Nova Scotia Trust Co | 69,590 | $14.1M | 1.57% | −3,893−5.3% | Reduced |
| Pettyjohn, Wood & White, Inc | 69,551 | $14.1M | 2.73% | −624−0.9% | Reduced |
| PFG Investments, LLC | 69,378 | $14.0M | 1.00% | −403−0.6% | Reduced |
| Camden National Bank | 69,235 | $14.0M | 2.16% | +12,573+22.2% | Added |
| Eagle Ridge Investment Management | 69,186 | $14.0M | 1.30% | −620−0.9% | Reduced |
| Steel Peak Wealth Management LLC | 68,978 | $14.0M | 0.66% | −8,336−10.8% | Reduced |
| Heritage Trust Co | 68,948 | $13.9M | 1.84% | −1,868−2.6% | Reduced |
| Pensionmark Financial Group, LLC | 68,933 | $13.9M | 0.87% | +59,442+626.3% | Added |
| AMG National Trust Bank | 68,857 | $13.9M | 0.38% | +15,103+28.1% | Added |
| Level Four Advisory Services, LLC | 68,835 | $13.9M | 0.63% | −6,489−8.6% | Reduced |
| Twin Capital Management Inc | 68,767 | $13.9M | 1.64% | −5,966−8.0% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 68,706 | $13.9M | 0.75% | −17,326−20.1% | Reduced |
| Avitas Wealth Management LLC | 67,935 | $13.7M | 2.01% | +123+0.2% | Added |
| One Capital Management, LLC | 67,773 | $13.7M | 0.47% | +969+1.5% | Added |
| BKD Wealth Advisors, LLC | 67,705 | $13.7M | 0.34% | −20.0% | Reduced |
| SFE Investment Counsel | 67,628 | $13.7M | 3.03% | −3,133−4.4% | Reduced |
| Griffin Asset Management, Inc. | 67,442 | $13.6M | 1.58% | +223+0.3% | Added |
| Meeder Advisory Services, Inc. | 67,408 | $13.6M | 0.96% | +17,558+35.2% | Added |
| Country Club Bank | 68,433 | $13.6M | 0.95% | −579−0.8% | Reduced |
| Principal Securities, Inc. | 67,360 | $13.6M | 0.38% | +6,282+10.3% | Added |
| Naples Global Advisors, LLC | 67,104 | $13.6M | 1.36% | −483−0.7% | Reduced |
| Barbara Oil Co. | 67,000 | $13.6M | 5.92% | 00.0% | Unchanged |
| Buffington Mohr McNeal | 66,965 | $13.5M | 2.38% | +1,913+2.9% | Added |
| Haverford Financial Services, Inc. | 66,853 | $13.5M | 4.05% | −3,052−4.4% | Reduced |
| David Loasby | 64,973 | $13.5M | 1.29% | +1,300+2.0% | Added |
| Buckingham Strategic Wealth, LLC | 66,707 | $13.5M | 0.14% | −526−0.8% | Reduced |
| Wellington Shields Capital Management, LLC | 66,508 | $13.5M | 2.45% | +421+0.6% | Added |
| Teamwork Financial Advisors, LLC | 65,609 | $13.3M | 1.97% | +14,870+29.3% | Added |
| JCIC Asset Management Inc. | 65,431 | $13.2M | 5.44% | −620−0.9% | Reduced |
| Sienna Gestion | 65,422 | $13.2M | 1.18% | +65,422 | New |
| Simmons Bank | 65,306 | $13.2M | 1.00% | −7,304−10.1% | Reduced |
| Wells Trecaso Financial Group, LLC | 64,907 | $13.1M | 4.54% | −378−0.6% | Reduced |
| Chemung Canal Trust Co | 64,630 | $13.1M | 2.53% | −4,698−6.8% | Reduced |
| Buckley Wealth Management, LLC | 64,502 | $13.0M | 4.13% | −349−0.5% | Reduced |
| Westpac Banking Corp | 64,277 | $13.0M | 1.03% | +4,711+7.9% | Added |
| Miracle Mile Advisors, LLC | 64,276 | $13.0M | 0.32% | +1,661+2.7% | Added |
| Arkadios Wealth Advisors | 63,984 | $12.9M | 0.87% | +11,308+21.5% | Added |
| Ar Asset Management Inc | 63,931 | $12.9M | 3.12% | −300−0.5% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 63,843 | $12.9M | 1.31% | −6,354−9.1% | Reduced |
| Q Capital Solutions | 63,613 | $12.9M | 4.66% | +16,013+33.6% | Added |
| Stratos Wealth Advisors, LLC | 63,536 | $12.9M | 0.64% | −3,101−4.7% | Reduced |
| Visionary Wealth Advisors | 63,194 | $12.8M | 0.84% | −109−0.2% | Reduced |