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 |
|---|---|---|---|---|---|
| Walter & Keenan Financial Consulting Co | 45,914 | $9.29M | 2.96% | −70−0.2% | Reduced |
| Embree Financial Group | 45,914 | $9.29M | 1.79% | −439−0.9% | Reduced |
| Boyer & Corporon Wealth Management, LLC | 45,861 | $9.28M | 3.34% | +1,438+3.2% | Added |
| Paradigm Asset Management Co LLC | 45,691 | $9.24M | 2.58% | +12,800+38.9% | Added |
| Smithbridge Asset Management Inc | 45,686 | $9.24M | 1.92% | −4,550−9.1% | Reduced |
| Kinneret Advisory, LLC | 45,636 | $9.23M | 0.89% | +20.0% | Added |
| Wetzel Investment Advisors, Inc. | 46,064 | $9.23M | 5.28% | −163−0.4% | Reduced |
| Buck Wealth Strategies, LLC | 45,589 | $9.22M | 2.72% | +42,478+1,365.4% | Added |
| Strategic Global Advisors, LLC | 45,580 | $9.22M | 1.93% | −498−1.1% | Reduced |
| Coerente Capital Management | 45,496 | $9.20M | 1.80% | −3,265−6.7% | Reduced |
| Buckingham Strategic Partners | 45,424 | $9.19M | 0.24% | −7,365−14.0% | Reduced |
| Principal Street Partners, LLC | 45,416 | $9.19M | 1.65% | −403−0.9% | Reduced |
| Kingswood Wealth Advisors, LLC | 45,401 | $9.18M | 0.83% | +10,875+31.5% | Added |
| Ipswich Investment Management Co., Inc. | 45,351 | $9.17M | 2.15% | −193−0.4% | Reduced |
| B & T Capital Management DBA Alpha Capital Management | 45,348 | $9.17M | 1.79% | −667−1.4% | Reduced |
| Community Financial Services Group, LLC | 45,230 | $9.15M | 1.97% | +1,518+3.5% | Added |
| Brown Miller Wealth Management, LLC | 45,163 | $9.13M | 3.79% | −121−0.3% | Reduced |
| Interval Partners, LP | 45,117 | $9.13M | 0.27% | −190,887−80.9% | Reduced |
| WESPAC Advisors SoCal, LLC | 45,105 | $9.12M | 2.29% | −1,109−2.4% | Reduced |
| Schechter Investment Advisors, LLC | 45,087 | $9.12M | 0.69% | −388−0.9% | Reduced |
| Viking Fund Management LLC | 45,000 | $9.10M | 1.63% | −19,000−29.7% | Reduced |
| SevenBridge Financial Group, LLC | 45,368 | $9.09M | 2.01% | −76−0.2% | Reduced |
| Hodges Capital Management Inc. | 44,855 | $9.07M | 0.61% | −7,191−13.8% | Reduced |
| Beverly Hills Private Wealth, LLC | 44,791 | $9.06M | 1.97% | +3,261+7.9% | Added |
| City Holding Co | 44,792 | $9.06M | 1.34% | +432+1.0% | Added |
| Waldron Private Wealth LLC | 44,779 | $9.06M | 0.41% | +319+0.7% | Added |
| Duncker Streett & Co Inc | 44,717 | $9.04M | 1.74% | +140.0% | Added |
| Old Second National Bank of Aurora | 44,659 | $9.03M | 2.32% | −1,341−2.9% | Reduced |
| Itau Unibanco Holding S.A. | 44,621 | $9.03M | 0.37% | +44,621 | New |
| McRae Capital Management Inc | 44,566 | $9.01M | 2.06% | −201−0.4% | Reduced |
| Elk River Wealth Management, LLC | 44,535 | $9.01M | 1.76% | +259+0.6% | Added |
| Advocate Group LLC | 44,409 | $8.98M | 1.81% | +1,253+2.9% | Added |
| Abbrea Capital, LLC | 44,402 | $8.98M | 1.19% | −696−1.5% | Reduced |
| NBC Securities, Inc. | 44,402 | $8.98M | 0.82% | +170+0.4% | Added |
| Canal Capital Management, LLC | 44,393 | $8.98M | 1.53% | −625−1.4% | Reduced |
| Nelson Capital Management, LLC | 44,390 | $8.98M | 1.59% | −248−0.6% | Reduced |
| Bridgewater Advisors Inc. | 43,007 | $8.97M | 1.11% | +5,887+15.9% | Added |
| Wright Investors Service Inc | 44,365 | $8.97M | 2.36% | −4,682−9.5% | Reduced |
| Parthenon LLC | 44,339 | $8.97M | 1.14% | −860−1.9% | Reduced |
| Stokes Capital Advisors, LLC | 44,299 | $8.96M | 2.49% | −920−2.0% | Reduced |
| Dean Investment Associates, LLC | 44,190 | $8.94M | 1.27% | −2,541−5.4% | Reduced |
| Copeland Capital Management, LLC | 44,042 | $8.91M | 0.17% | +6,352+16.9% | Added |
| Fundamentun, LLC | 43,894 | $8.88M | 0.74% | −10,331−19.1% | Reduced |
| RPG Investment Advisory, LLC | 43,793 | $8.86M | 1.31% | −462−1.0% | Reduced |
| Traynor Capital Management, Inc. | 43,640 | $8.83M | 0.75% | +1,315+3.1% | Added |
| Peterson Wealth Services | 43,638 | $8.83M | 3.08% | +408+0.9% | Added |
| Granite Investment Partners, LLC | 43,616 | $8.82M | 0.37% | −140.0% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 43,566 | $8.81M | 2.29% | −1,835−4.0% | Reduced |
| Townsend Asset Management Corp | 43,378 | $8.77M | 3.40% | +837+2.0% | Added |
| Garland Capital Management Inc | 43,365 | $8.77M | 6.20% | −2,135−4.7% | Reduced |
| Beacon Financial Group | 43,265 | $8.75M | 1.00% | +69+0.2% | Added |
| Bogart Wealth, LLC | 43,253 | $8.75M | 0.45% | −1,276−2.9% | Reduced |
| Harbour Investments, Inc. | 43,176 | $8.73M | 0.29% | −5,741−11.7% | Reduced |
| Westover Capital Advisors, LLC | 43,162 | $8.73M | 2.25% | +4,631+12.0% | Added |
| Leith Wheeler Investment Counsel Ltd. | 43,107 | $8.72M | 0.75% | +11,423+36.1% | Added |
| Redmond Asset Management, LLC | 43,084 | $8.71M | 2.87% | −3,624−7.8% | Reduced |
| First Interstate Bank | 43,022 | $8.70M | 0.58% | −780−1.8% | Reduced |
| Boyd Watterson Asset Management LLC | 42,951 | $8.69M | 2.48% | −1,243−2.8% | Reduced |
| Asset Planning Services Inc | 42,887 | $8.67M | 4.58% | −690−1.6% | Reduced |
| Claro Advisors LLC | 42,847 | $8.67M | 1.36% | +1,508+3.6% | Added |
| American Money Management, LLC | 42,823 | $8.66M | 1.85% | −6,956−14.0% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 42,805 | $8.66M | 2.01% | +1,439+3.5% | Added |
| Evexia Wealth LLC | 41,093 | $8.64M | 3.24% | −258−0.6% | Reduced |
| Premier Fund Managers Ltd | 43,315 | $8.63M | 0.35% | −1,794−4.0% | Reduced |
| Intrust Bank NA | 42,649 | $8.63M | 0.92% | +30.0% | Added |
| Concentric Wealth Management, LLC | 42,576 | $8.61M | 2.25% | +76+0.2% | Added |
| SageView Advisory Group, LLC | 42,563 | $8.61M | 0.40% | +42,563 | New |
| Exchange Traded Concepts, LLC | 42,521 | $8.60M | 0.22% | +42,455+64,325.8% | Added |
| LGT Fund Management Co Ltd. | 42,363 | $8.57M | 1.07% | +25,353+149.0% | Added |
| DT Investment Partners, LLC | 42,338 | $8.56M | 0.76% | +906+2.2% | Added |
| Banque Pictet & Cie SA | 42,325 | $8.56M | 0.09% | −8,535−16.8% | Reduced |
| Private Trust Co NA | 42,258 | $8.55M | 0.92% | −1,747−4.0% | Reduced |
| Kavar Capital Partners Group, LLC | 42,210 | $8.54M | 1.54% | −90−0.2% | Reduced |
| Hilton Capital Management, LLC | 42,177 | $8.53M | 0.72% | +2,015+5.0% | Added |
| Twinbeech Capital LP | 42,123 | $8.52M | 0.17% | −59,709−58.6% | Reduced |
| Northwest Bancshares, Inc. | 41,987 | $8.49M | 1.45% | −3,633−8.0% | Reduced |
| Unison Asset Management LLC | 41,976 | $8.49M | 4.30% | +796+1.9% | Added |
| Jacobi Capital Management LLC | 41,970 | $8.49M | 0.74% | +64+0.2% | Added |
| Providence Capital Advisors, LLC | 41,878 | $8.47M | 1.85% | +330+0.8% | Added |
| B.O.S.S. Retirement Advisors, LLC | 41,825 | $8.46M | 2.16% | +14,894+55.3% | Added |
| YHB Investment Advisors, Inc. | 41,671 | $8.43M | 0.73% | +2,439+6.2% | Added |
| American Trust | 41,547 | $8.40M | 0.69% | −1,045−2.5% | Reduced |
| PDS Planning, Inc | 41,543 | $8.40M | 0.85% | +1,499+3.7% | Added |
| Mandatum Life Insurance Co Ltd | 41,502 | $8.39M | 2.81% | 00.0% | Unchanged |
| First Nebraska Trust Co | 41,340 | $8.36M | 0.86% | −115−0.3% | Reduced |
| Jaffetilchin Investment Partners, LLC | 41,284 | $8.35M | 0.71% | +844+2.1% | Added |
| Stony Point Wealth Management Inc. | 41,174 | $8.33M | 3.61% | −4,712−10.3% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 41,095 | $8.31M | 6.15% | −852−2.0% | Reduced |
| Strategic Advisors LLC | 41,011 | $8.29M | 1.61% | −1,803−4.2% | Reduced |
| RBF Capital, LLC | 41,000 | $8.29M | 0.48% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 40,291 | $8.28M | 0.40% | +9,308+30.0% | Added |
| Capital Asset Advisory Services LLC | 39,860 | $8.28M | 0.45% | +244+0.6% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 40,911 | $8.27M | 0.85% | −152−0.4% | Reduced |
| Ethic Inc. | 40,741 | $8.24M | 0.19% | +7,266+21.7% | Added |
| Fidelis Capital Partners, LLC | 41,108 | $8.24M | 1.17% | +4,898+13.5% | Added |
| Chronos Wealth Management, LLC | 40,703 | $8.23M | 4.58% | +80.0% | Added |
| Hixon Zuercher, LLC | 40,695 | $8.23M | 3.47% | −5,222−11.4% | Reduced |
| Harvey Capital Management Inc | 40,665 | $8.22M | 2.16% | −2,477−5.7% | Reduced |
| DF Dent & Co Inc | 40,532 | $8.20M | 0.11% | −6,419−13.7% | Reduced |
| Covington Investment Advisors Inc. | 40,513 | $8.19M | 1.31% | −5,167−11.3% | Reduced |