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 |
|---|---|---|---|---|---|
| Capital Group Investment Management Pte. Ltd. | 40,391 | $8.17M | 1.77% | −12,761−24.0% | Reduced |
| Selway Asset Management | 40,337 | $8.16M | 3.33% | −700−1.7% | Reduced |
| Arvest Investments, Inc. | 40,318 | $8.15M | 1.31% | −1,340−3.2% | Reduced |
| Baader Bank INC | 40,288 | $8.15M | 0.64% | −2,428−5.7% | Reduced |
| Giverny Capital Inc.SuperinvestorGiverny Capital | 40,226 | $8.14M | 0.34% | +1,023+2.6% | Added |
| Hilltop Holdings Inc. | 40,205 | $8.13M | 0.95% | −945−2.3% | Reduced |
| Arrow Financial Corp | 40,145 | $8.12M | 0.79% | −1,996−4.7% | Reduced |
| Fusion Capital, LLC | 40,134 | $8.12M | 3.70% | −811−2.0% | Reduced |
| AlTi Global, Inc. | 39,996 | $8.09M | 0.22% | −1,431−3.5% | Reduced |
| Anchor Investment Management, LLC | 39,993 | $8.09M | 0.83% | +1,195+3.1% | Added |
| Alpha Omega Wealth Management LLC | 39,961 | $8.08M | 1.54% | −406−1.0% | Reduced |
| Vise Technologies, Inc. | 39,854 | $8.06M | 1.41% | +191+0.5% | Added |
| Robertson Stephens Wealth Management, LLC | 39,795 | $8.05M | 0.42% | +783+2.0% | Added |
| Citizens National Bank Trust Department | 39,764 | $8.04M | 1.79% | +128+0.3% | Added |
| Tradewinds, LLC. | 39,737 | $8.04M | 2.47% | +4,747+13.6% | Added |
| Centiva Capital, LP | 39,567 | $8.00M | 0.39% | +37,180+1,557.6% | Added |
| Graypoint LLC | 39,492 | $7.99M | 0.55% | −4,848−10.9% | Reduced |
| Empire Financial Management Company, LLC | 39,385 | $7.97M | 2.63% | +633+1.6% | Added |
| Turtle Creek Wealth Advisors, LLC | 39,308 | $7.95M | 1.84% | +3,780+10.6% | Added |
| Bristlecone Advisors, LLC | 39,291 | $7.95M | 0.68% | −943−2.3% | Reduced |
| Mirabaud Asset Management Ltd | 39,227 | $7.93M | 3.65% | +39,227 | New |
| McDonald Partners LLC | 39,220 | $7.93M | 2.13% | −693−1.7% | Reduced |
| Mechanics Bank Trust Department | 39,216 | $7.93M | 1.13% | +466+1.2% | Added |
| Arjuna Capital | 39,170 | $7.92M | 2.13% | +560+1.5% | Added |
| Girard Partners Ltd. | 39,155 | $7.92M | 0.75% | −3,889−9.0% | Reduced |
| Soltis Investment Advisors LLC | 39,042 | $7.90M | 0.84% | +330+0.9% | Added |
| Lorne Steinberg Wealth Management Inc. | 39,041 | $7.90M | 2.54% | +100.0% | Added |
| Parcion Private Wealth LLC | 39,039 | $7.90M | 0.72% | −1,285−3.2% | Reduced |
| Centaurus Financial, Inc. | 38,968 | $7.88M | 0.52% | +5,900+17.8% | Added |
| Summerhill Capital Management lnc. | 38,935 | $7.87M | 5.58% | −1,102−2.8% | Reduced |
| Independent Financial Group, LLC | 38,905 | $7.87M | 0.32% | −939−2.4% | Reduced |
| Van Strum & Towne Inc. | 38,774 | $7.84M | 2.85% | −255−0.7% | Reduced |
| Checchi Capital Advisers, LLC | 38,750 | $7.84M | 0.62% | +231+0.6% | Added |
| Chemistry Wealth Management LLC | 38,739 | $7.84M | 2.02% | −345−0.9% | Reduced |
| Little House Capital LLC | 38,628 | $7.81M | 2.44% | +4,436+13.0% | Added |
| Peloton Wealth Strategists | 38,336 | $7.75M | 3.19% | −77−0.2% | Reduced |
| Qtron Investments LLC | 38,295 | $7.75M | 1.12% | 00.0% | Unchanged |
| Philadelphia Trust Co | 38,263 | $7.74M | 0.60% | +199+0.5% | Added |
| Advanced Asset Management Advisors Inc | 38,260 | $7.74M | 2.06% | −43−0.1% | Reduced |
| Essex LLC | 38,227 | $7.73M | 1.73% | +239+0.6% | Added |
| Drucker Wealth 3.0, LLC | 38,226 | $7.73M | 2.05% | +38,226 | New |
| Roberts Wealth Advisors, LLC | 37,144 | $7.71M | 2.63% | +224+0.6% | Added |
| Churchill Management Corp | 38,076 | $7.70M | 0.09% | +7,089+22.9% | Added |
| Hennessy Advisors Inc | 38,000 | $7.69M | 0.29% | −2,200−5.5% | Reduced |
| Berkshire Bank | 37,935 | $7.67M | 1.93% | −1,788−4.5% | Reduced |
| DLK Investment Management, LLC | 37,931 | $7.67M | 3.17% | −187−0.5% | Reduced |
| Souders Financial Advisors | 37,910 | $7.67M | 1.16% | +1,792+5.0% | Added |
| Legacy Financial Advisors, Inc. | 37,516 | $7.59M | 1.35% | −2,198−5.5% | Reduced |
| Allen Capital Group, LLC | 37,496 | $7.58M | 1.07% | −943−2.5% | Reduced |
| PFG Advisors | 37,494 | $7.58M | 0.51% | +623+1.7% | Added |
| Legacy Trust | 37,473 | $7.58M | 1.89% | −2,615−6.5% | Reduced |
| tru Independence LLC | 37,453 | $7.58M | 2.29% | −242−0.6% | Reduced |
| Howland Capital Management LLC | 37,425 | $7.57M | 0.36% | −1,031−2.7% | Reduced |
| Somerset Trust Co | 37,403 | $7.57M | 3.10% | −65−0.2% | Reduced |
| Owen LaRue, LLC | 37,363 | $7.56M | 4.68% | −2,428−6.1% | Reduced |
| Jacobs Levy Equity Management, Inc | 37,359 | $7.56M | 0.03% | +30,985+486.1% | Added |
| White Pine Investment CO | 37,326 | $7.55M | 2.22% | +645+1.8% | Added |
| Paradigm Financial Partners, LLC | 37,307 | $7.55M | 1.12% | +2,990+8.7% | Added |
| Boston Research & Management Inc | 37,120 | $7.51M | 1.90% | −569−1.5% | Reduced |
| Martin Capital Partners, LLC | 37,021 | $7.49M | 3.02% | −1,398−3.6% | Reduced |
| SPC Financial, Inc. | 36,912 | $7.47M | 0.69% | +1,693+4.8% | Added |
| Parkwood LLC | 36,812 | $7.45M | 0.94% | +772+2.1% | Added |
| Sitrin Capital Management LLC | 36,808 | $7.44M | 3.96% | +138+0.4% | Added |
| Systematic Alpha Investments, LLC | 36,804 | $7.44M | 0.28% | 00.0% | Unchanged |
| First Personal Financial Services | 36,797 | $7.44M | 1.68% | −157−0.4% | Reduced |
| Brick & Kyle, Associates | 36,775 | $7.44M | 3.07% | +1,221+3.4% | Added |
| Capital Investment Counsel, LLC | 36,760 | $7.43M | 1.46% | +1,170+3.3% | Added |
| Belpointe Asset Management LLC | 36,744 | $7.43M | 0.52% | +669+1.9% | Added |
| Focus Financial Network, Inc. | 34,207 | $7.42M | 0.32% | +1,521+4.7% | Added |
| Security National Bank | 36,606 | $7.40M | 1.08% | −392−1.1% | Reduced |
| Baugh & Associates, LLC | 34,887 | $7.40M | 3.84% | −1,735−4.7% | Reduced |
| Institutional & Family Asset Management, LLC | 36,563 | $7.40M | 1.13% | −504−1.4% | Reduced |
| New Hampshire Trust | 36,373 | $7.36M | 1.68% | +109+0.3% | Added |
| Semmax Financial Advisors Inc. | 35,365 | $7.35M | 2.21% | +2,135+6.4% | Added |
| Excalibur Management Corp | 36,254 | $7.33M | 2.99% | +178+0.5% | Added |
| Exchange Capital Management, Inc. | 36,138 | $7.31M | 1.19% | −366−1.0% | Reduced |
| Bowen Hanes & Co Inc | 35,980 | $7.28M | 0.20% | −205−0.6% | Reduced |
| Mount Yale Investment Advisors, LLC | 35,817 | $7.24M | 0.57% | −306−0.8% | Reduced |
| Founders Capital Management | 35,809 | $7.24M | 4.69% | −380−1.1% | Reduced |
| McBroom & Associates, LLC | 35,803 | $7.24M | 4.54% | +1,203+3.5% | Added |
| Dumont & Blake Investment Advisors LLC | 35,696 | $7.22M | 1.02% | +17,817+99.7% | Added |
| Wedmont Private Capital | 35,161 | $7.21M | 0.45% | +3,059+9.5% | Added |
| Cordatus Wealth Management LLC | 35,592 | $7.20M | 2.70% | +37+0.1% | Added |
| Schmidt P J Investment Management Inc | 35,530 | $7.19M | 1.31% | +402+1.1% | Added |
| TFG Advisers LLC | 35,480 | $7.18M | 2.78% | −753−2.1% | Reduced |
| Blue Fin Capital, Inc. | 35,434 | $7.17M | 1.43% | −160.0% | Reduced |
| Jefferies Financial Group Inc. | 35,353 | $7.15M | 0.14% | −219,797−86.1% | Reduced |
| Gifford Fong Associates | 35,296 | $7.14M | 1.89% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 35,177 | $7.11M | 0.48% | +35,177 | New |
| Paradiem, LLC | 35,174 | $7.11M | 1.78% | 00.0% | Unchanged |
| DRW Securities, LLC | 35,173 | $7.11M | 0.44% | +7,899+29.0% | Added |
| Augustine Asset Management Inc | 35,100 | $7.10M | 2.74% | +172+0.5% | Added |
| Sentinel Trust Co Lba | 34,992 | $7.08M | 0.87% | +18+0.1% | Added |
| Harbor Advisory Corp | 34,966 | $7.07M | 2.44% | −2,076−5.6% | Reduced |
| Strategic Blueprint, LLC | 34,930 | $7.06M | 0.48% | −811−2.3% | Reduced |
| Horan Capital Advisors, LLC. | 34,908 | $7.06M | 2.48% | −258−0.7% | Reduced |
| Cottage Street Advisors LLC | 34,767 | $7.03M | 4.18% | −134−0.4% | Reduced |
| Mission Creek Capital Partners, Inc. | 34,706 | $7.02M | 1.77% | +8,135+30.6% | Added |
| Werlinich Asset Management, LLC | 35,197 | $7.01M | 4.36% | 00.0% | Unchanged |
| Marcum Wealth, LLC | 34,611 | $7.00M | 0.70% | +403+1.2% | Added |