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 |
|---|---|---|---|---|---|
| Redwood Investments, LLC | 30,559 | $5.42M | 1.85% | −962−3.1% | Reduced |
| Scott & Selber, Inc. | 26,775 | $5.42M | 1.73% | +362+1.4% | Added |
| Benjamin Edwards Inc | 26,775 | $5.42M | 1.04% | −259−1.0% | Reduced |
| Maxwell Wealth Strategies Inc. | 26,770 | $5.41M | 2.65% | −15−0.1% | Reduced |
| Andrew Hill Investment Advisors, Inc. | 26,764 | $5.41M | 4.49% | +2,505+10.3% | Added |
| Uncommon Cents Investing LLC | 26,740 | $5.41M | 1.70% | −53−0.2% | Reduced |
| First PREMIER Bank | 26,699 | $5.40M | 1.44% | +33+0.1% | Added |
| Holderness Investments Co | 26,682 | $5.40M | 1.27% | +449+1.7% | Added |
| GTS Securities LLC | 26,680 | $5.40M | 0.11% | +21,189+385.9% | Added |
| Hudson Capital Management LLC | 26,678 | $5.40M | 1.81% | +378+1.4% | Added |
| Monetary Management Group Inc | 26,654 | $5.39M | 1.43% | −275−1.0% | Reduced |
| Montecito Bank & Trust | 26,654 | $5.39M | 1.10% | +44+0.2% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 26,527 | $5.37M | 1.29% | −1,348−4.8% | Reduced |
| Brandywine Oak Private Wealth LLC | 26,510 | $5.36M | 0.55% | +263+1.0% | Added |
| Connable Office Inc | 26,501 | $5.36M | 0.58% | −1,262−4.5% | Reduced |
| Clarius Group, LLC | 26,468 | $5.35M | 0.38% | −691−2.5% | Reduced |
| Modus Advisors, LLC | 26,409 | $5.34M | 1.89% | +297+1.1% | Added |
| CoreCap Advisors, LLC | 26,407 | $5.34M | 0.55% | +167+0.6% | Added |
| Parisi Gray Wealth Management | 26,369 | $5.33M | 1.91% | −68−0.3% | Reduced |
| TrinityPoint Wealth, LLC | 26,259 | $5.31M | 0.83% | +390+1.5% | Added |
| Mather Group, LLC. | 26,453 | $5.30M | 0.07% | +6,275+31.1% | Added |
| Am Investment Strategies LLC | 26,168 | $5.29M | 1.31% | +313+1.2% | Added |
| Coastline Trust Co | 26,169 | $5.29M | 0.62% | −5,375−17.0% | Reduced |
| Mystic Asset Management, Inc. | 26,068 | $5.27M | 2.13% | −40.0% | Reduced |
| Essex Savings Bank | 26,016 | $5.26M | 1.42% | −32−0.1% | Reduced |
| Codex Capital Asset Management L.L.C. | 26,000 | $5.26M | 2.41% | +26,000 | New |
| Morton Community Bank | 25,963 | $5.25M | 1.48% | +511+2.0% | Added |
| Vista Investment Management | 25,949 | $5.25M | 2.13% | −696−2.6% | Reduced |
| Hoey Investments, Inc | 25,879 | $5.23M | 1.00% | +3,501+15.6% | Added |
| Trust Point Inc. | 25,821 | $5.22M | 0.42% | −1,076−4.0% | Reduced |
| Modern Wealth Management, LLC | 25,802 | $5.22M | 0.38% | +1,982+8.3% | Added |
| Icon Advisers Inc | 25,387 | $5.22M | 1.17% | −2,200−8.0% | Reduced |
| Investment Research & Advisory Group, Inc. | 25,786 | $5.22M | 2.34% | +349+1.4% | Added |
| Liberty Capital Management, Inc. | 25,773 | $5.21M | 1.24% | +338+1.3% | Added |
| Papp L Roy & Associates | 25,750 | $5.21M | 0.63% | −75−0.3% | Reduced |
| Ables, Iannone, Moore & Associates, Inc. | 25,711 | $5.20M | 3.44% | −333−1.3% | Reduced |
| Malaga Cove Capital, LLC | 25,689 | $5.20M | 2.11% | −76−0.3% | Reduced |
| Arlington Financial Advisors, LLC | 25,677 | $5.19M | 1.14% | −804−3.0% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 25,637 | $5.19M | 0.27% | −1,512−5.6% | Reduced |
| Gilliland Jeter Wealth Management LLC | 25,618 | $5.18M | 1.75% | −281−1.1% | Reduced |
| Buckingham Capital Management, Inc. | 25,592 | $5.18M | 0.62% | −1,691−6.2% | Reduced |
| Nan Shan Life Insurance Co., Ltd. | 25,587 | $5.18M | 0.12% | 00.0% | Unchanged |
| Mathes Company, Inc. | 25,488 | $5.16M | 1.87% | +445+1.8% | Added |
| Gradient Capital Advisors, LLC | 25,475 | $5.15M | 1.84% | +308+1.2% | Added |
| Moloney Securities Asset Management, LLC | 25,419 | $5.14M | 0.74% | −201−0.8% | Reduced |
| Connecticut Wealth Management, LLC | 25,415 | $5.14M | 0.27% | +3,045+13.6% | Added |
| BOK Financial Private Wealth, Inc. | 25,392 | $5.14M | 0.37% | −238−0.9% | Reduced |
| RB Capital Management, LLC | 25,377 | $5.13M | 1.31% | +57+0.2% | Added |
| Trinity Legacy Partners, LLC | 25,323 | $5.12M | 1.46% | +1,222+5.1% | Added |
| Saranac Partners Ltd | 25,319 | $5.12M | 3.05% | +23,047+1,014.4% | Added |
| Hunter Perkins Capital Management, LLC | 25,242 | $5.11M | 1.07% | +1,410+5.9% | Added |
| Midwest Professional Planners, LTD. | 25,234 | $5.10M | 1.71% | −199−0.8% | Reduced |
| Signet Investment Advisory Group, Inc. | 25,205 | $5.10M | 2.73% | +176+0.7% | Added |
| Lincluden Management Ltd | 25,186 | $5.09M | 0.62% | +1,273+5.3% | Added |
| Valley National Advisers Inc | 25,165 | $5.09M | 0.76% | −1,867−6.9% | Reduced |
| Monticello Wealth Management, LLC | 25,155 | $5.09M | 0.48% | −7,844−23.8% | Reduced |
| Nicolet Bankshares Inc | 25,061 | $5.07M | 1.26% | +55+0.2% | Added |
| Leelyn Smith, LLC | 25,020 | $5.06M | 0.98% | +34+0.1% | Added |
| Greenfield Savings Bank | 25,013 | $5.06M | 2.60% | +210+0.8% | Added |
| Monetta Financial Services Inc | 25,000 | $5.06M | 4.37% | −3,000−10.7% | Reduced |
| Eos Management, L.P. | 25,000 | $5.06M | 1.97% | 00.0% | Unchanged |
| AAFMAA Wealth Management & Trust LLC | 25,000 | $5.06M | 2.49% | 00.0% | Unchanged |
| S&CO Inc | 24,999 | $5.06M | 0.35% | 00.0% | Unchanged |
| Calamos Wealth Management LLC | 24,938 | $5.04M | 0.27% | −286−1.1% | Reduced |
| WealthPlan Investment Management, LLC | 24,928 | $5.04M | 0.76% | +1,403+6.0% | Added |
| Mount Vernon Associates Inc | 24,857 | $5.03M | 4.46% | −465−1.8% | Reduced |
| Atlas Brown,Inc. | 24,858 | $5.03M | 1.80% | −1,565−5.9% | Reduced |
| Dudley Capital Management, LLC | 24,797 | $5.02M | 2.81% | +1,450+6.2% | Added |
| Bank of Stockton | 24,767 | $5.01M | 1.59% | +422+1.7% | Added |
| United Bank | 24,740 | $5.00M | 2.50% | +188+0.8% | Added |
| Rowland & Co Investment Counsel | 24,733 | $5.00M | 1.09% | −1,230−4.7% | Reduced |
| SOL Capital Management CO | 24,728 | $5.00M | 0.60% | +530+2.2% | Added |
| Aspiriant, LLC | 24,574 | $4.97M | 0.20% | −5,154−17.3% | Reduced |
| Octavia Wealth Advisors, LLC | 24,571 | $4.97M | 0.68% | +40+0.2% | Added |
| Rollins Financial Advisors, LLC | 24,569 | $4.97M | 0.85% | +6,738+37.8% | Added |
| Concord Asset Management, LLC | 24,561 | $4.97M | 1.23% | +2,674+12.2% | Added |
| Klingman & Associates, LLC | 24,532 | $4.96M | 0.34% | +12,979+112.3% | Added |
| Rosenblum Silverman Sutton S F Inc | 24,508 | $4.96M | 1.33% | −155−0.6% | Reduced |
| Mountain Pacific Investment Advisers Inc | 24,468 | $4.95M | 0.37% | −1,208−4.7% | Reduced |
| Long Run Wealth Advisors, LLC | 24,453 | $4.95M | 1.25% | −3,435−12.3% | Reduced |
| Wilkins Investment Counsel Inc | 24,432 | $4.94M | 0.74% | −350−1.4% | Reduced |
| Shoker Investment Counsel, Inc. | 24,423 | $4.94M | 1.74% | −1,298−5.0% | Reduced |
| Lee Danner & Bass Inc | 24,362 | $4.93M | 0.38% | +24,362 | New |
| Roanoke Asset Management Corp | 24,357 | $4.93M | 1.63% | +17+0.1% | Added |
| McKinley Carter Wealth Services, Inc. | 24,319 | $4.92M | 0.31% | −375−1.5% | Reduced |
| Winch Advisory Services, LLC | 24,289 | $4.91M | 1.40% | +329+1.4% | Added |
| SeaBridge Investment Advisors LLC | 24,277 | $4.91M | 1.27% | −15−0.1% | Reduced |
| Legacy Advisors, LLC | 24,236 | $4.90M | 0.60% | +3,887+19.1% | Added |
| Umpqua Bank | 24,225 | $4.90M | 1.90% | +666+2.8% | Added |
| Premier Path Wealth Partners, LLC | 24,221 | $4.90M | 0.83% | +953+4.1% | Added |
| Charles Schwab Trust Co | 24,204 | $4.90M | 0.45% | +1,100+4.8% | Added |
| Guardian Wealth Advisors, LLC | 24,182 | $4.89M | 0.57% | +78+0.3% | Added |
| Avestar Capital, LLC | 24,156 | $4.89M | 0.54% | +4,023+20.0% | Added |
| Newman Dignan & Sheerar, Inc. | 24,149 | $4.88M | 1.26% | −478−1.9% | Reduced |
| Harbor Advisors LLC | 24,148 | $4.88M | 0.90% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 24,066 | $4.87M | 1.32% | −173−0.7% | Reduced |
| Mechanics Financial Corp | 24,048 | $4.86M | 2.50% | −140−0.6% | Reduced |
| Studio Investment Management LLC | 24,018 | $4.86M | 1.11% | +661+2.8% | Added |
| Patrick M Sweeney & Associates, Inc | 24,001 | $4.85M | 3.92% | −70.0% | Reduced |
| Fairfield, Bush & Co. | 23,976 | $4.85M | 2.91% | −866−3.5% | Reduced |