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 |
|---|---|---|---|---|---|
| Heritage Wealth Management, Inc. | 34,095 | $6.98M | 2.34% | +34,095 | New |
| Ami Investment Management Inc | 34,478 | $6.97M | 2.43% | −3,058−8.1% | Reduced |
| Pathway Financial Advisers, LLC | 34,542 | $6.96M | 2.49% | −96−0.3% | Reduced |
| Guyasuta Investment Advisors Inc | 40,869 | $6.95M | 0.51% | −960−2.3% | Reduced |
| Moody National Bank Trust Division | 34,337 | $6.95M | 0.54% | +1,456+4.4% | Added |
| Palmer Knight Co | 34,134 | $6.90M | 3.30% | +70+0.2% | Added |
| IFG Advisory, LLC | 34,127 | $6.90M | 0.44% | +1,893+5.9% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 34,120 | $6.90M | 0.40% | +1,147+3.5% | Added |
| Kinsale Capital Group, Inc. | 34,109 | $6.90M | 2.39% | +5,863+20.8% | Added |
| Trust Asset Management LLC | 34,101 | $6.90M | 0.58% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 34,030 | $6.88M | 0.65% | −1,022−2.9% | Reduced |
| Insigneo Advisory Services, LLC | 35,285 | $6.88M | 0.77% | −4,019−10.2% | Reduced |
| Capital Insight Partners, LLC | 33,973 | $6.87M | 1.30% | −2,012−5.6% | Reduced |
| Bill Few Associates, Inc. | 33,965 | $6.87M | 2.64% | −918−2.6% | Reduced |
| MSA Advisors, LLC | 33,900 | $6.86M | 1.97% | −200−0.6% | Reduced |
| Csenge Advisory Group | 33,891 | $6.85M | 0.39% | +1,682+5.2% | Added |
| Bell & Brown Wealth Advisors, LLC | 33,872 | $6.85M | 2.99% | +907+2.8% | Added |
| Financial Strategies Group, Inc. | 32,996 | $6.85M | 1.72% | +4,019+13.9% | Added |
| Valmark Advisers, Inc. | 33,836 | $6.84M | 0.12% | +1,964+6.2% | Added |
| Chicago Trust Co NA | 33,754 | $6.83M | 1.38% | +3,134+10.2% | Added |
| Stonebrook Private Inc. | 33,741 | $6.82M | 1.96% | +1,214+3.7% | Added |
| Alexander Labrunerie & Co., Inc. | 33,733 | $6.82M | 3.67% | +20+0.1% | Added |
| Ameritas Investment Partners, Inc. | 33,721 | $6.82M | 0.23% | −952−2.7% | Reduced |
| NTV Asset Management LLC | 33,571 | $6.79M | 0.97% | −119−0.4% | Reduced |
| Patten Group, Inc. | 33,546 | $6.79M | 1.60% | +120.0% | Added |
| WCG Wealth Advisors LLC | 33,545 | $6.79M | 0.50% | +517+1.6% | Added |
| BBR Partners, LLC | 33,544 | $6.78M | 0.56% | −4,686−12.3% | Reduced |
| Globeflex Capital L P | 33,400 | $6.76M | 0.71% | 00.0% | Unchanged |
| Pegasus Asset Management, Inc. | 33,394 | $6.75M | 2.59% | +1,427+4.5% | Added |
| Ronald Blue Trust, Inc. | 33,710 | $6.75M | 0.09% | +4,693+16.2% | Added |
| Mitchell McLeod Pugh & Williams Inc | 33,369 | $6.75M | 1.54% | +25+0.1% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 33,323 | $6.74M | 2.64% | +1,587+5.0% | Added |
| StoneX Group Inc. | 33,293 | $6.73M | 0.54% | +2,571+8.4% | Added |
| BigSur Wealth Management LLC | 33,283 | $6.73M | 2.06% | +3,149+10.4% | Added |
| Financial Advisory Service, Inc. | 33,249 | $6.72M | 0.58% | +978+3.0% | Added |
| EverSource Wealth Advisors, LLC | 31,587 | $6.72M | 0.45% | +3,098+10.9% | Added |
| Stone Point Wealth LLC | 33,181 | $6.71M | 2.41% | −868−2.5% | Reduced |
| Ransom Advisory, Ltd | 33,142 | $6.70M | 3.36% | +381+1.2% | Added |
| Everpar Advisors LLC | 33,114 | $6.70M | 3.35% | +1,740+5.5% | Added |
| Western Wealth Management, LLC | 33,088 | $6.69M | 0.50% | +1,480+4.7% | Added |
| Kentucky Farm Bureau Mutual Insurance Co | 33,000 | $6.67M | 1.52% | 00.0% | Unchanged |
| Manhattan West Asset Management, LLC | 32,952 | $6.66M | 1.80% | −3,941−10.7% | Reduced |
| Inscription Capital, LLC | 32,763 | $6.63M | 1.07% | +448+1.4% | Added |
| Udine Wealth Management, Inc. | 32,676 | $6.61M | 4.60% | +43+0.1% | Added |
| Nikulski Financial, Inc. | 32,578 | $6.59M | 2.10% | +109+0.3% | Added |
| Cinctive Capital Management LP | 32,505 | $6.57M | 0.35% | +32,505 | New |
| Creegan & Nassoura Financial Group, LLC | 32,444 | $6.56M | 4.51% | −300−0.9% | Reduced |
| Addison Capital Co | 32,413 | $6.56M | 2.84% | +763+2.4% | Added |
| Ahl Investment Management, Inc. | 32,388 | $6.55M | 4.80% | −412−1.3% | Reduced |
| Gibraltar Capital Management, Inc. | 32,350 | $6.54M | 2.96% | +2,943+10.0% | Added |
| Resonant Capital Advisors, LLC | 32,348 | $6.54M | 0.53% | +3,044+10.4% | Added |
| E&G Advisors, LP | 32,338 | $6.53M | 1.92% | +376+1.2% | Added |
| Chapin Davis, Inc. | 32,290 | $6.53M | 2.23% | +455+1.4% | Added |
| Field & Main Bank | 32,269 | $6.53M | 2.44% | +110+0.3% | Added |
| Washington Trust Advisors, Inc. | 32,241 | $6.52M | 0.60% | +604+1.9% | Added |
| Forte Capital LLC | 32,213 | $6.52M | 0.79% | −321−1.0% | Reduced |
| Family Legacy, Inc. | 32,209 | $6.51M | 2.33% | −1,075−3.2% | Reduced |
| Golden State Equity Partners | 32,116 | $6.50M | 1.35% | +32,116 | New |
| Sheaff Brock Investment Advisors, LLC | 32,046 | $6.48M | 0.60% | −4,185−11.6% | Reduced |
| Herold Advisors, Inc. | 31,974 | $6.47M | 1.50% | +2,464+8.3% | Added |
| Icon Wealth Advisors, LLC | 30,329 | $6.45M | 0.57% | +8,335+37.9% | Added |
| West Branch Capital LLC | 31,903 | $6.45M | 2.40% | +79+0.2% | Added |
| Kovack Advisors, Inc. | 31,896 | $6.45M | 0.71% | +718+2.3% | Added |
| First Trust Investment Solutions L.P. | 31,886 | $6.45M | 0.91% | +17,333+119.1% | Added |
| Nilsine Partners, LLC | 31,763 | $6.42M | 0.86% | +98+0.3% | Added |
| Clarity Wealth Advisors, LLC | 31,705 | $6.41M | 2.07% | −1,385−4.2% | Reduced |
| RMR Wealth Builders | 31,635 | $6.40M | 0.73% | +1,253+4.1% | Added |
| RFG Advisory, LLC | 31,621 | $6.40M | 0.21% | +2,220+7.6% | Added |
| Lincoln Capital LLC | 31,458 | $6.36M | 1.42% | −17−0.1% | Reduced |
| Brooks, Moore & Associates, Inc. | 31,400 | $6.35M | 4.08% | −265−0.8% | Reduced |
| Bedel Financial Consulting, Inc. | 31,318 | $6.33M | 0.93% | −23−0.1% | Reduced |
| Cary Street Partners Asset Management LLC | 31,301 | $6.33M | 0.93% | +438+1.4% | Added |
| Silvant Capital Management LLC | 31,284 | $6.33M | 0.28% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 31,243 | $6.32M | 0.68% | −204−0.6% | Reduced |
| Beacon Harbor Wealth Advisors, Inc. | 31,226 | $6.32M | 1.64% | +49+0.2% | Added |
| Rockline Wealth Management, LLC | 31,191 | $6.31M | 1.95% | +773+2.5% | Added |
| Prosperity Consulting Group, LLC | 31,183 | $6.31M | 0.86% | +500+1.6% | Added |
| Legacy CG, LLC | 31,018 | $6.27M | 2.14% | −274−0.9% | Reduced |
| Ironvine Capital Partners, LLC | 30,972 | $6.26M | 0.69% | −192−0.6% | Reduced |
| R.m.sincerbeaux Capital Management LLC | 30,970 | $6.26M | 4.12% | 00.0% | Unchanged |
| MidWestOne Financial Group, Inc. | 30,948 | $6.26M | 1.13% | −294−0.9% | Reduced |
| Abbot Financial Management, Inc. | 30,934 | $6.26M | 3.35% | −386−1.2% | Reduced |
| Arden Trust Co | 30,864 | $6.24M | 0.87% | −984−3.1% | Reduced |
| William B. Walkup & Associates, Inc. | 30,803 | $6.23M | 4.08% | +30,803 | New |
| Wealth Effects LLC | 30,788 | $6.23M | 2.26% | +311+1.0% | Added |
| Stamos Capital Partners, L.P. | 30,740 | $6.22M | 1.32% | +690+2.3% | Added |
| RDA Financial Network | 30,690 | $6.21M | 2.03% | −130.0% | Reduced |
| LVW Advisors, LLC | 30,681 | $6.21M | 0.91% | +286+0.9% | Added |
| Bank of New Hampshire | 30,673 | $6.20M | 1.61% | −915−2.9% | Reduced |
| Regal Investment Advisors LLC | 30,528 | $6.17M | 0.41% | −114−0.4% | Reduced |
| Parkside Financial Bank & Trust | 30,478 | $6.16M | 0.97% | −458−1.5% | Reduced |
| Formidable Asset Management, LLC | 30,421 | $6.15M | 1.00% | +225+0.7% | Added |
| Argyle Capital Management Inc. | 30,402 | $6.15M | 2.53% | −3,525−10.4% | Reduced |
| McKinley Capital Management LLC /Delaware | 30,400 | $6.15M | 1.08% | −8,830−22.5% | Reduced |
| EPG Wealth Management LLC | 0 | $6.15M | 1.43% | −29,180−100.0% | Reduced |
| Americana Partners, LLC | 30,327 | $6.13M | 0.48% | +508+1.7% | Added |
| MSH Capital Advisors LLC | 30,309 | $6.13M | 2.05% | +93+0.3% | Added |
| Trustmark National Bank Trust Department | 30,253 | $6.12M | 0.49% | +2,152+7.7% | Added |
| 9258 Wealth Management, LLC | 30,240 | $6.12M | 0.94% | −320−1.0% | Reduced |
| Hamilton Point Investment Advisors, LLC | 30,222 | $6.11M | 1.19% | −348−1.1% | Reduced |