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 |
|---|---|---|---|---|---|
| Fagan Associates, Inc. | 62,950 | $12.7M | 2.23% | −90.0% | Reduced |
| River Wealth Advisors LLC | 62,926 | $12.7M | 1.83% | +1,353+2.2% | Added |
| Foster & Motley Inc | 62,789 | $12.7M | 0.87% | −631−1.0% | Reduced |
| WealthBridge Investment Counsel Inc. | 62,661 | $12.7M | 4.85% | −7,670−10.9% | Reduced |
| Beck Bode, LLC | 62,533 | $12.6M | 2.54% | +62,533 | New |
| Carmel Capital Management L.L.C. | 62,493 | $12.6M | 4.92% | +60+0.1% | Added |
| Live Oak Private Wealth LLC | 62,266 | $12.6M | 2.17% | −1,179−1.9% | Reduced |
| First National Advisers, LLC | 62,077 | $12.6M | 2.29% | +8,349+15.5% | Added |
| Red Door Wealth Management, LLC | 62,071 | $12.6M | 2.21% | +2,866+4.8% | Added |
| Locust Wood Capital Advisers, LLC | 61,746 | $12.5M | 0.46% | −234,907−79.2% | Reduced |
| Community Bank of Raymore | 61,688 | $12.5M | 9.69% | −12,360−16.7% | Reduced |
| Invictus Private Wealth, LLC | 61,658 | $12.5M | 1.05% | −1,316−2.1% | Reduced |
| Pettee Investors, Inc. | 61,581 | $12.5M | 6.01% | −913−1.5% | Reduced |
| Princeton Global Asset Management LLC | 61,536 | $12.4M | 2.75% | +3,151+5.4% | Added |
| Mitchell Capital Management Co | 61,303 | $12.4M | 2.18% | +2,639+4.5% | Added |
| Cypress Asset Management Inc | 59,808 | $12.4M | 3.19% | −853−1.4% | Reduced |
| Johnson Financial Group, Inc. | 61,035 | $12.3M | 0.60% | +27,335+81.1% | Added |
| NJ State Employees Deferred Compensation Plan | 61,000 | $12.3M | 1.53% | −13,800−18.4% | Reduced |
| Maltese Capital Management LLC | 60,800 | $12.3M | 2.27% | +18,300+43.1% | Added |
| Hills Bank & Trust Co | 60,798 | $12.3M | 1.00% | −1,557−2.5% | Reduced |
| Royal Fund Management, LLC | 60,380 | $12.3M | 1.66% | −2,624−4.2% | Reduced |
| Zuckerman Investment Group, LLC | 60,473 | $12.2M | 1.41% | −40−0.1% | Reduced |
| Stolper Co | 60,412 | $12.2M | 4.30% | +255+0.4% | Added |
| Laurel Wealth Advisors LLC | 60,247 | $12.2M | 2.13% | −3,039−4.8% | Reduced |
| Gotham Asset Management, LLC | 60,197 | $12.2M | 0.16% | +866+1.5% | Added |
| Stevens Capital Management LP | 60,119 | $12.2M | 4.11% | −27,561−31.4% | Reduced |
| Shorepoint Capital Partners LLC | 60,035 | $12.1M | 2.85% | +547+0.9% | Added |
| Nwi Management LP | 60,000 | $12.1M | 1.56% | 00.0% | Unchanged |
| Access Investment Management LLC | 60,000 | $12.1M | 3.94% | 00.0% | Unchanged |
| Cornerstone Wealth Group, LLC | 59,646 | $12.1M | 1.08% | +376+0.6% | Added |
| Moneta Group Investment Advisors LLC | 59,563 | $12.0M | 0.19% | +2,749+4.8% | Added |
| Roundview Capital LLC | 59,414 | $12.0M | 0.95% | −138−0.2% | Reduced |
| Chicago Capital, LLC | 59,214 | $12.0M | 0.36% | +3,249+5.8% | Added |
| Lakeview Capital Partners, LLC | 59,757 | $12.0M | 1.95% | 00.0% | Unchanged |
| Dorchester Wealth Management Co | 59,175 | $12.0M | 2.31% | −3,090−5.0% | Reduced |
| Nations Financial Group Inc, | 58,814 | $11.9M | 0.97% | +2,144+3.8% | Added |
| Venator Management LLC | 58,745 | $11.9M | 3.59% | −2,830−4.6% | Reduced |
| Radnor Capital Management, LLC | 58,641 | $11.9M | 3.62% | +1,684+3.0% | Added |
| Generate Investment Management Ltd | 58,599 | $11.9M | 0.86% | −15,252−20.7% | Reduced |
| Spectrum Wealth Counsel, LLC | 58,455 | $11.8M | 1.50% | −2,071−3.4% | Reduced |
| Pine Valley Investments Ltd Liability Co | 58,382 | $11.8M | 0.87% | +1,115+1.9% | Added |
| BancorpSouth Bank | 58,368 | $11.8M | 0.89% | −2,124−3.5% | Reduced |
| Bank of Hawaii | 58,367 | $11.8M | 0.54% | −519−0.9% | Reduced |
| New England Asset Management Inc | 58,365 | $11.8M | 1.96% | −6,010−9.3% | Reduced |
| Harbor Capital Advisors, Inc. | 58,282 | $11.8M | 0.90% | +109+0.2% | Added |
| Harrell Investment Partners, LLC | 58,245 | $11.8M | 3.42% | −1,697−2.8% | Reduced |
| Lynch & Associates | 58,110 | $11.8M | 2.65% | +2,206+3.9% | Added |
| Greystone Financial Group, LLC | 58,064 | $11.7M | 2.30% | +1,675+3.0% | Added |
| Mitchell Sinkler & Starr | 55,973 | $11.7M | 3.01% | −7,695−12.1% | Reduced |
| GFS Advisors, LLC | 33,594 | $11.7M | 1.93% | −24,407−42.1% | Reduced |
| Mengis Capital Management, Inc. | 57,720 | $11.7M | 2.37% | −2,029−3.4% | Reduced |
| Perennial Advisors, LLC | 57,657 | $11.7M | 2.62% | −776−1.3% | Reduced |
| Constitution Capital LLC | 57,549 | $11.6M | 6.14% | −599−1.0% | Reduced |
| Cardinal Capital Management | 57,370 | $11.6M | 1.95% | −75−0.1% | Reduced |
| Rocky Mountain Advisers, LLC | 57,240 | $11.6M | 3.88% | 00.0% | Unchanged |
| Bard Financial Services, Inc. | 57,190 | $11.6M | 1.20% | −775−1.3% | Reduced |
| Hoertkorn Richard Charles | 57,164 | $11.6M | 5.03% | −3,239−5.4% | Reduced |
| Cyrus J. Lawrence, LLC | 57,023 | $11.5M | 2.39% | −234−0.4% | Reduced |
| Equitable Trust Co | 56,970 | $11.5M | 0.79% | +2,200+4.0% | Added |
| Independent Investors Inc | 56,934 | $11.5M | 2.53% | 00.0% | Unchanged |
| Strategy Asset Managers LLC | 79,167 | $11.5M | 2.57% | +7,929+11.1% | Added |
| Mission Wealth Management, LP | 56,829 | $11.5M | 0.31% | +2,443+4.5% | Added |
| Sigma Investment Counselors Inc | 56,457 | $11.4M | 0.71% | +142+0.3% | Added |
| M&R Capital Management Inc | 56,299 | $11.4M | 2.72% | +230+0.4% | Added |
| Fulton Bank, N.A. | 56,236 | $11.4M | 0.46% | +3,067+5.8% | Added |
| Meridian Wealth Advisors, LLC | 56,232 | $11.4M | 2.03% | +1,311+2.4% | Added |
| Clough Capital Partners L P | 56,200 | $11.4M | 1.24% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 56,159 | $11.4M | 1.06% | +2,776+5.2% | Added |
| Next Level Private LLC | 56,136 | $11.4M | 5.19% | −3,781−6.3% | Reduced |
| Sound View Wealth Advisors Group, LLC | 56,127 | $11.4M | 1.17% | −276−0.5% | Reduced |
| Boyar Asset Management Inc. | 56,044 | $11.3M | 7.78% | −2,039−3.5% | Reduced |
| Meritage Portfolio Management | 56,044 | $11.3M | 0.72% | −716−1.3% | Reduced |
| Vestcor Inc | 55,563 | $11.2M | 0.38% | +626+1.1% | Added |
| Consolidated Planning Corp | 55,517 | $11.2M | 1.85% | +2,269+4.3% | Added |
| Frank, Rimerman Advisors LLC | 55,515 | $11.2M | 0.79% | +48,930+743.1% | Added |
| Brown Shipley& Co Ltd | 55,497 | $11.2M | 5.05% | −5,016−8.3% | Reduced |
| Thompson Investment Management, Inc. | 55,432 | $11.2M | 1.73% | −8,294−13.0% | Reduced |
| Xcel Wealth Management, LLC | 55,425 | $11.2M | 3.51% | −6,085−9.9% | Reduced |
| EagleClaw Capital Managment, LLC | 55,342 | $11.2M | 2.01% | −400−0.7% | Reduced |
| Wealthcare Advisory Partners LLC | 55,173 | $11.2M | 0.35% | +4,213+8.3% | Added |
| NorthRock Partners, LLC | 58,660 | $11.1M | 0.42% | +1,240+2.2% | Added |
| Executive Wealth Management, LLC | 54,911 | $11.1M | 2.04% | +930+1.7% | Added |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 54,600 | $11.0M | 0.25% | +20,100+58.3% | Added |
| Harbor Investment Advisory, LLC | 68,310 | $11.0M | 1.15% | −64−0.1% | Reduced |
| Capital Analysts, LLC | 54,504 | $11.0M | 0.49% | −120.0% | Reduced |
| Trueblood Wealth Management, LLC | 54,483 | $11.0M | 6.22% | −61−0.1% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 52,693 | $11.0M | 0.86% | −8,042−13.2% | Reduced |
| Dividend Assets Capital, LLC | 54,375 | $11.0M | 2.24% | +4,363+8.7% | Added |
| Family Capital Trust Co | 54,333 | $11.0M | 3.59% | −546−1.0% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 51,353 | $11.0M | 0.10% | +2,641+5.4% | Added |
| Hartford Financial Management Inc. | 54,131 | $10.9M | 2.35% | −1,048−1.9% | Reduced |
| Element Capital Management LLC | 54,115 | $10.9M | 0.85% | +54,115 | New |
| IHT Wealth Management, LLC | 53,988 | $10.9M | 0.41% | +309+0.6% | Added |
| Overbrook Management Corp | 53,857 | $10.9M | 2.75% | −1,848−3.3% | Reduced |
| Mirador Capital Partners LP | 53,850 | $10.9M | 2.05% | −72−0.1% | Reduced |
| Inlet Private Wealth, LLC | 53,789 | $10.9M | 2.98% | −582−1.1% | Reduced |
| Pittenger & Anderson Inc | 53,775 | $10.9M | 0.45% | +244+0.5% | Added |
| Close Asset Management Ltd | 53,629 | $10.9M | 0.37% | +3,778+7.6% | Added |
| Laffer Tengler Investments | 53,504 | $10.8M | 2.33% | +3,889+7.8% | Added |
| Asset Dedication, LLC | 53,487 | $10.8M | 0.75% | +172+0.3% | Added |