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 |
|---|---|---|---|---|---|
| WealthShield Partners, LLC | 30,215 | $6.11M | 0.93% | +833+2.8% | Added |
| Union Heritage Capital, LLC | 30,205 | $6.11M | 2.40% | 00.0% | Unchanged |
| First Business Financial Services, Inc. | 30,195 | $6.11M | 0.65% | +1,093+3.8% | Added |
| Leuthold Group, LLC | 30,159 | $6.10M | 0.71% | +30,159 | New |
| Lombard Odier Asset Management (Europe) Ltd | 30,110 | $6.09M | 0.30% | +2,025+7.2% | Added |
| Syon Capital LLC | 30,035 | $6.07M | 0.56% | +530+1.8% | Added |
| Argent Advisors, Inc. | 30,001 | $6.07M | 2.41% | −792−2.6% | Reduced |
| Allen Holding Inc | 30,000 | $6.07M | 0.76% | 00.0% | Unchanged |
| Permanens Capital L.P. | 29,977 | $6.06M | 0.62% | +3,205+12.0% | Added |
| Atlas Wealth LLC | 29,050 | $6.06M | 0.94% | −277−0.9% | Reduced |
| Zevenbergen Capital Investments LLC | 29,943 | $6.06M | 0.13% | −375−1.2% | Reduced |
| Cigna Investments Inc | 29,936 | $6.05M | 1.13% | −610−2.0% | Reduced |
| Hengehold Capital Management LLC | 29,898 | $6.05M | 0.63% | −378−1.2% | Reduced |
| Concorde Financial Corp | 29,814 | $6.03M | 3.96% | −7,202−19.5% | Reduced |
| Buckhead Capital Management LLC | 29,811 | $6.03M | 2.04% | −103−0.3% | Reduced |
| Sandhill Capital Partners LLC | 29,800 | $6.03M | 0.46% | −704−2.3% | Reduced |
| Lake Street Advisors Group, LLC | 29,782 | $6.02M | 0.29% | −120−0.4% | Reduced |
| TRUE Private Wealth Advisors | 29,774 | $6.02M | 0.68% | −1,018−3.3% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 29,700 | $6.01M | 1.85% | 00.0% | Unchanged |
| Paloma Partners Management Co | 29,689 | $6.00M | 0.52% | +28,862+3,490.0% | Added |
| Midland Wealth Advisors LLC | 29,686 | $6.00M | 0.36% | +1,102+3.9% | Added |
| Rehmann Capital Advisory Group | 29,607 | $5.99M | 0.43% | +2,310+8.5% | Added |
| Amica Mutual Insurance Co | 29,579 | $5.98M | 0.59% | −3,549−10.7% | Reduced |
| Covenant Asset Management, LLC | 29,578 | $5.98M | 1.34% | −853−2.8% | Reduced |
| HCR Wealth Advisors | 29,481 | $5.96M | 0.85% | −25−0.1% | Reduced |
| Scissortail Wealth Management, LLC | 29,462 | $5.96M | 1.52% | +144+0.5% | Added |
| BFSG, LLC | 29,439 | $5.95M | 0.75% | −205−0.7% | Reduced |
| QV Investors Inc. | 29,430 | $5.95M | 0.56% | −5,880−16.7% | Reduced |
| Amarillo National Bank | 29,414 | $5.95M | 1.13% | −172−0.6% | Reduced |
| Accurate Wealth Management, LLC | 28,321 | $5.94M | 1.43% | +1,328+4.9% | Added |
| Northern Oak Wealth Management Inc | 29,317 | $5.93M | 0.71% | −1,044−3.4% | Reduced |
| Concord Wealth Partners | 29,246 | $5.92M | 1.04% | +1,519+5.5% | Added |
| Berry Wealth Group, LP | 29,237 | $5.91M | 4.72% | +644+2.3% | Added |
| Romano Brothers and Company | 29,212 | $5.91M | 0.82% | −184−0.6% | Reduced |
| Fairhaven Wealth Management, LLC | 29,195 | $5.91M | 1.96% | −169−0.6% | Reduced |
| Atlantic Trust, LLC | 29,159 | $5.90M | 1.47% | +502+1.8% | Added |
| Enterprise Bank & Trust Co | 29,148 | $5.90M | 2.01% | +82+0.3% | Added |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 29,078 | $5.88M | 0.53% | 00.0% | Unchanged |
| Mill Creek Capital Advisors, LLC | 29,056 | $5.88M | 0.15% | +534+1.9% | Added |
| Shelter Mutual Insurance Co | 29,000 | $5.87M | 1.53% | 00.0% | Unchanged |
| Citizens Business Bank | 28,997 | $5.86M | 1.24% | −4,624−13.8% | Reduced |
| Exencial Wealth Advisors, LLC | 28,980 | $5.86M | 0.22% | −2,986−9.3% | Reduced |
| MTM Investment Management, LLC | 28,898 | $5.85M | 2.40% | −475−1.6% | Reduced |
| Compton Wealth Advisory Group, LLC | 28,864 | $5.84M | 1.56% | +901+3.2% | Added |
| Sunbelt Securities, Inc. | 28,821 | $5.83M | 0.60% | +292+1.0% | Added |
| Richard Bernstein Advisors LLC | 28,804 | $5.83M | 0.13% | 00.0% | Unchanged |
| CFM Wealth Partners LLC | 28,799 | $5.82M | 1.07% | +620+2.2% | Added |
| Hall Capital Management Co Inc | 28,786 | $5.82M | 2.78% | +223+0.8% | Added |
| MV Capital Management, Inc. | 28,688 | $5.80M | 0.65% | +192+0.7% | Added |
| DCM Advisors, LLC | 28,663 | $5.80M | 3.06% | −5,397−15.8% | Reduced |
| Lauterbach Financial Advisors, LLC | 29,058 | $5.79M | 3.81% | +30+0.1% | Added |
| Platform Technology Partners | 28,557 | $5.78M | 1.99% | +28,557 | New |
| Peddock Capital Advisors, LLC | 28,540 | $5.77M | 1.49% | −1,132−3.8% | Reduced |
| Strategic Financial Services, Inc, | 28,490 | $5.76M | 0.36% | +374+1.3% | Added |
| Gryphon Financial Partners LLC | 28,472 | $5.76M | 0.86% | +1,674+6.2% | Added |
| Evergreen Private Wealth LLC | 28,430 | $5.75M | 2.83% | +252+0.9% | Added |
| Mount Lucas Management LP | 28,406 | $5.75M | 2.04% | +12,700+80.9% | Added |
| Act Two Investors LLC | 28,332 | $5.73M | 1.13% | 00.0% | Unchanged |
| Red Cedar Investment Management, LLC | 28,289 | $5.72M | 0.78% | +3,910+16.0% | Added |
| Triangle Securities Wealth Management | 28,243 | $5.71M | 1.61% | −639−2.2% | Reduced |
| Delta Capital Management LLC | 28,135 | $5.69M | 3.44% | +990+3.6% | Added |
| Centre Asset Management, LLC | 28,120 | $5.69M | 1.31% | +629+2.3% | Added |
| Strategic Planning Group, LLC | 28,108 | $5.69M | 1.24% | +3,754+15.4% | Added |
| Brookmont Capital Management | 28,085 | $5.68M | 3.11% | −657−2.3% | Reduced |
| Cornercap Investment Counsel Inc | 28,049 | $5.67M | 0.92% | −10,762−27.7% | Reduced |
| Monarch Capital Management Inc | 27,971 | $5.66M | 1.66% | −765−2.7% | Reduced |
| Laurion Capital Management LP | 27,952 | $5.65M | 0.18% | +27,952 | New |
| Marino, Stram & Associates LLC | 27,914 | $5.65M | 1.38% | −283−1.0% | Reduced |
| J. W. Coons Advisors, LLC | 27,895 | $5.64M | 1.36% | +427+1.6% | Added |
| Mattern Wealth Management LLC | 27,868 | $5.64M | 1.36% | −481−1.7% | Reduced |
| LJI Wealth Management, LLC | 27,818 | $5.63M | 1.24% | −106−0.4% | Reduced |
| Hallmark Capital Management Inc | 27,801 | $5.62M | 0.45% | −2,322−7.7% | Reduced |
| Great Lakes Retirement, Inc. | 27,786 | $5.62M | 0.77% | +5,417+24.2% | Added |
| AdvisorNet Financial, Inc | 27,729 | $5.61M | 0.51% | +829+3.1% | Added |
| Proequities, Inc. | 27,714 | $5.61M | 0.35% | −821−2.9% | Reduced |
| Consolidated Investment Group LLC | 27,692 | $5.60M | 0.87% | 00.0% | Unchanged |
| Invera Wealth Advisors, LLC | 26,997 | $5.60M | 5.74% | +400+1.5% | Added |
| Old Port Advisors | 27,654 | $5.59M | 1.67% | −161−0.6% | Reduced |
| Hayek Kallen Investment Management | 27,624 | $5.59M | 2.08% | +66+0.2% | Added |
| Green Square Capital Advisors LLC | 27,591 | $5.58M | 0.77% | −2,865−9.4% | Reduced |
| Alta Capital Management LLC | 27,574 | $5.58M | 0.35% | −72−0.3% | Reduced |
| High Note Wealth, LLC | 27,548 | $5.57M | 1.70% | +1,524+5.9% | Added |
| Smithfield Trust Co | 27,558 | $5.57M | 0.29% | −196−0.7% | Reduced |
| Hamel Associates, Inc. | 27,527 | $5.57M | 1.75% | +13,780+100.2% | Added |
| Investors Asset Management of Georgia Inc | 27,525 | $5.57M | 2.71% | +10.0% | Added |
| Koshinski Asset Management, Inc. | 26,704 | $5.54M | 0.51% | +1,684+6.7% | Added |
| Grove Bank & Trust | 27,407 | $5.54M | 0.89% | +759+2.8% | Added |
| Symmetry Investments LP | 27,405 | $5.54M | 0.69% | +514+1.9% | Added |
| Athena Investment Management | 27,312 | $5.52M | 3.35% | −343−1.2% | Reduced |
| Crystal Rock Capital Management | 27,293 | $5.52M | 3.30% | −775−2.8% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 27,249 | $5.51M | 0.81% | +1,383+5.3% | Added |
| SeaCrest Wealth Management, LLC | 27,201 | $5.50M | 0.63% | +392+1.5% | Added |
| GM Advisory Group, Inc. | 27,129 | $5.49M | 0.35% | +114+0.4% | Added |
| SkyOak Wealth, LLC | 27,050 | $5.47M | 1.28% | −844−3.0% | Reduced |
| Indiana Trust & Investment Management CO | 27,003 | $5.46M | 2.00% | +459+1.7% | Added |
| Ironwood Investment Counsel, LLC | 26,997 | $5.46M | 0.98% | −479−1.7% | Reduced |
| Butensky & Cohen Financial Security, Inc | 26,989 | $5.46M | 1.74% | −890−3.2% | Reduced |
| Affinity Investment Advisors, LLC | 26,974 | $5.46M | 4.10% | −402−1.5% | Reduced |
| Montchanin Asset Management, LLC | 26,972 | $5.46M | 5.15% | +100+0.4% | Added |
| Headinvest, LLC | 26,805 | $5.42M | 1.07% | −1,046−3.8% | Reduced |