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 |
|---|---|---|---|---|---|
| Greenwood Capital Associates LLC | 53,224 | $10.8M | 1.42% | −917−1.7% | Reduced |
| HTLF Bank | 53,207 | $10.8M | 1.22% | −2,016−3.7% | Reduced |
| Capstone Financial Advisors, Inc. | 53,193 | $10.8M | 0.71% | +234+0.4% | Added |
| Plimoth Trust Co LLC | 52,926 | $10.7M | 2.86% | −3,032−5.4% | Reduced |
| Baldwin Investment Management, LLC | 52,782 | $10.7M | 1.46% | −175−0.3% | Reduced |
| Baker Ellis Asset Management LLC | 52,762 | $10.7M | 1.61% | −160−0.3% | Reduced |
| Goelzer Investment Management, Inc. | 52,590 | $10.6M | 0.60% | −936−1.7% | Reduced |
| Symmetry Partners, LLC | 52,574 | $10.6M | 0.55% | −2,418−4.4% | Reduced |
| Miramar Capital, LLC | 52,537 | $10.6M | 2.66% | −738−1.4% | Reduced |
| Addenda Capital Inc. | 52,520 | $10.6M | 0.42% | −6,723−11.3% | Reduced |
| Cutler Investment Counsel LLC | 52,276 | $10.6M | 1.44% | −159−0.3% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 51,360 | $10.6M | 1.21% | −60.0% | Reduced |
| Apriem Advisors | 52,108 | $10.5M | 1.29% | −4,101−7.3% | Reduced |
| NBW Capital LLC | 52,064 | $10.5M | 2.08% | −251−0.5% | Reduced |
| Compass Wealth Management LLC | 51,866 | $10.5M | 2.59% | −366−0.7% | Reduced |
| Fulcrum Capital LLC | 51,853 | $10.5M | 2.39% | −1,036−2.0% | Reduced |
| Atomi Financial Group, Inc. | 51,815 | $10.5M | 0.78% | +6,636+14.7% | Added |
| Ascent Wealth Partners, LLC | 51,640 | $10.4M | 1.53% | −503−1.0% | Reduced |
| Ascent Group, LLC | 51,512 | $10.4M | 0.85% | +2,948+6.1% | Added |
| KG&L Capital Management,LLC | 51,752 | $10.4M | 3.60% | −771−1.5% | Reduced |
| Gluskin Sheff & Assoc Inc | 51,397 | $10.4M | 1.18% | −591−1.1% | Reduced |
| Flagship Harbor Advisors, LLC | 51,386 | $10.4M | 0.62% | +7,187+16.3% | Added |
| Rench Wealth Management, Inc. | 51,383 | $10.4M | 3.73% | −1,610−3.0% | Reduced |
| EFG Asset Management (Americas) Corp. | 51,296 | $10.4M | 2.03% | +20,311+65.6% | Added |
| Jamison Private Wealth Management, Inc. | 51,277 | $10.4M | 1.72% | +1,012+2.0% | Added |
| Patton Albertson Miller Group, LLC | 51,138 | $10.3M | 1.47% | +2,061+4.2% | Added |
| Atlanta Consulting Group Advisors, LLC | 51,130 | $10.3M | 2.23% | −274−0.5% | Reduced |
| Geneos Wealth Management Inc. | 51,017 | $10.3M | 0.46% | +3,797+8.0% | Added |
| Pacific Global Investment Management CO | 50,993 | $10.3M | 1.96% | −42−0.1% | Reduced |
| Pioneer Trust Bank N A | 50,952 | $10.3M | 2.78% | −5,224−9.3% | Reduced |
| Bray Capital Advisors | 50,771 | $10.3M | 2.58% | −1,041−2.0% | Reduced |
| HGK Asset Management Inc | 50,661 | $10.2M | 1.98% | −1,625−3.1% | Reduced |
| Barometer Capital Management Inc. | 50,905 | $10.2M | 3.95% | −8,012−13.6% | Reduced |
| Brave Asset Management Inc | 50,460 | $10.2M | 2.60% | −523−1.0% | Reduced |
| AlphaCore Capital LLC | 50,395 | $10.2M | 2.46% | +890+1.8% | Added |
| Richard C. Young & CO., LTD. | 50,389 | $10.2M | 1.24% | +2,463+5.1% | Added |
| J.W. Cole Advisors, Inc. | 50,347 | $10.2M | 0.48% | +10,709+27.0% | Added |
| SPX Equities Gestao de Recursos Ltda | 50,289 | $10.2M | 1.54% | −5,089−9.2% | Reduced |
| Ballast Advisors LLC | 49,975 | $10.1M | 3.21% | −1,450−2.8% | Reduced |
| Whalerock Point Partners, LLC | 49,837 | $10.1M | 2.70% | +617+1.3% | Added |
| Marietta Wealth Management, LLC | 49,779 | $10.1M | 1.57% | −609−1.2% | Reduced |
| First Western Trust Bank | 49,684 | $10.0M | 0.48% | −6,292−11.2% | Reduced |
| Pitcairn Co | 49,665 | $10.0M | 0.61% | +3,897+8.5% | Added |
| Douglass Winthrop Advisors, LLC | 49,602 | $10.0M | 0.20% | +1,759+3.7% | Added |
| Harbour Capital Advisors, LLC | 48,829 | $10.0M | 2.38% | +69+0.1% | Added |
| Magnus Financial Group LLC | 49,416 | $9.99M | 1.12% | −1,318−2.6% | Reduced |
| American National Bank | 49,367 | $9.98M | 1.24% | −1,134−2.2% | Reduced |
| Frisch Financial Group, Inc. | 49,355 | $9.98M | 3.02% | −858−1.7% | Reduced |
| XML Financial, LLC | 49,264 | $9.96M | 1.00% | −1,712−3.4% | Reduced |
| Strategic Wealth Partners, Ltd. | 49,122 | $9.94M | 1.04% | −5,282−9.7% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 49,086 | $9.92M | 0.43% | −1,896−3.7% | Reduced |
| Adalta Capital Management LLC | 48,934 | $9.90M | 5.38% | −55−0.1% | Reduced |
| IFP Advisors, Inc | 48,846 | $9.88M | 0.39% | +12,441+34.2% | Added |
| Texas Capital Bank Wealth Management Services Inc | 48,821 | $9.87M | 1.03% | +3,325+7.3% | Added |
| Commonwealth Retirement Investments LLC | 48,815 | $9.87M | 4.52% | −749−1.5% | Reduced |
| L & S Advisors Inc | 48,641 | $9.84M | 1.12% | +30,644+170.3% | Added |
| Quadrant Capital Group LLC | 48,620 | $9.83M | 0.73% | +1,400+3.0% | Added |
| Financial Partners Group, LLC | 48,349 | $9.78M | 3.80% | +20.0% | Added |
| Wellington Shields & Co., LLC | 48,348 | $9.78M | 3.19% | +160.0% | Added |
| Bridge Creek Capital Management LLC | 48,254 | $9.76M | 3.14% | −2,280−4.5% | Reduced |
| Claudia M.P. Batlle, CRP (R) LLC | 48,223 | $9.75M | 2.94% | −2,151−4.3% | Reduced |
| Wintrust Investments LLC | 48,151 | $9.74M | 0.79% | +490+1.0% | Added |
| Earnest Partners LLC | 48,056 | $9.72M | 0.05% | −520−1.1% | Reduced |
| First Hawaiian Bank | 47,929 | $9.69M | 0.33% | −1,696−3.4% | Reduced |
| Knights of Columbus Asset Advisors LLC | 47,895 | $9.69M | 0.63% | −1,097−2.2% | Reduced |
| DoubleLine ETF Adviser LP | 47,758 | $9.66M | 2.54% | −1,920−3.9% | Reduced |
| McGinn Investment Management, Inc. | 47,701 | $9.65M | 6.56% | −264−0.6% | Reduced |
| Stokes Family Office, LLC | 47,688 | $9.65M | 1.13% | −186−0.4% | Reduced |
| Community Bank & Trust, Waco, Texas | 47,485 | $9.60M | 2.40% | +105+0.2% | Added |
| Diversify Advisory Services, LLC | 46,200 | $9.59M | 0.53% | −5,887−11.3% | Reduced |
| Socorro Asset Management LP | 47,305 | $9.57M | 3.73% | 00.0% | Unchanged |
| K.J. Harrison & Partners Inc | 47,301 | $9.57M | 1.57% | −493−1.0% | Reduced |
| Intact Investment Management Inc. | 47,300 | $9.57M | 0.36% | −4,000−7.8% | Reduced |
| Van Hulzen Asset Management, LLC | 47,289 | $9.56M | 0.64% | −22,020−31.8% | Reduced |
| Bangor Savings Bank | 47,290 | $9.56M | 0.96% | −1,022−2.1% | Reduced |
| Ameritas Advisory Services, LLC | 47,276 | $9.56M | 0.36% | −418−0.9% | Reduced |
| Colonial Trust Co | 47,246 | $9.56M | 1.68% | +3,342+7.6% | Added |
| Independence Bank of Kentucky | 47,221 | $9.55M | 2.53% | +2,204+4.9% | Added |
| Joel Isaacson & Co., LLC | 47,187 | $9.54M | 0.50% | −543−1.1% | Reduced |
| Trajan Wealth LLC | 47,037 | $9.51M | 0.61% | +2,005+4.5% | Added |
| MN Wealth Advisors, LLC | 46,954 | $9.50M | 5.51% | +327+0.7% | Added |
| Skylands Capital, LLC | 46,855 | $9.48M | 1.34% | −2,460−5.0% | Reduced |
| SlateStone Wealth, LLC | 46,845 | $9.47M | 1.03% | −21,259−31.2% | Reduced |
| Brighton Jones LLC | 46,668 | $9.44M | 0.31% | +4,897+11.7% | Added |
| Profund Advisors LLC | 46,500 | $9.41M | 0.35% | −1,627−3.4% | Reduced |
| Boston Family Office LLC | 46,449 | $9.39M | 0.68% | −945−2.0% | Reduced |
| Oxford Financial Group Ltd | 46,445 | $9.39M | 0.62% | +1,998+4.5% | Added |
| Sompo Asset Management Co., Ltd. | 46,434 | $9.39M | 1.59% | −12,753−21.5% | Reduced |
| Wittenberg Investment Management, Inc. | 46,412 | $9.39M | 3.20% | 00.0% | Unchanged |
| Wealth Advisory Solutions, LLC | 46,330 | $9.37M | 2.54% | −543−1.2% | Reduced |
| Sage Mountain Advisors LLC | 46,322 | $9.37M | 0.87% | +3,328+7.7% | Added |
| Stablepoint Partners, LLC | 44,381 | $9.36M | 1.81% | −6,017−11.9% | Reduced |
| Shepherd Financial Partners LLC | 46,218 | $9.35M | 1.21% | +320+0.7% | Added |
| Confluence Wealth Services, Inc. | 46,153 | $9.33M | 0.74% | +5,020+12.2% | Added |
| Schulhoff & Co Inc | 46,141 | $9.33M | 4.21% | −1,162−2.5% | Reduced |
| D L Carlson Investment Group Inc | 46,124 | $9.33M | 1.80% | −489−1.0% | Reduced |
| Camden Capital, LLC | 46,120 | $9.33M | 0.74% | −10,747−18.9% | Reduced |
| Chiron Investment Management, LLC | 45,996 | $9.30M | 3.65% | +10,335+29.0% | Added |
| Lake Street Financial LLC | 45,966 | $9.30M | 1.20% | −190.0% | Reduced |
| Relative Value Partners Group, LLC | 45,966 | $9.30M | 1.20% | +35,581+342.6% | Added |