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 |
|---|---|---|---|---|---|
| Laird Norton Trust Company, LLC | 23,890 | $4.83M | 0.68% | 00.0% | Unchanged |
| Doliver Advisors, LP | 23,771 | $4.81M | 1.34% | −882−3.6% | Reduced |
| Seascape Capital Management | 23,742 | $4.80M | 1.79% | +198+0.8% | Added |
| Pacifica Partners Inc. | 23,036 | $4.80M | 2.06% | −120−0.5% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 23,734 | $4.80M | 2.34% | +3,151+15.3% | Added |
| Blue Edge Capital, LLC | 23,727 | $4.80M | 0.79% | −100.0% | Reduced |
| Blume Capital Management, Inc. | 23,562 | $4.77M | 1.15% | −50−0.2% | Reduced |
| Granite Bay Wealth Management, LLC | 23,429 | $4.74M | 2.54% | +1,051+4.7% | Added |
| WD Rutherford LLC | 23,402 | $4.73M | 2.38% | −276−1.2% | Reduced |
| Holowesko Partners Ltd. | 23,400 | $4.73M | 2.67% | −46,900−66.7% | Reduced |
| Dynasty Wealth Management, LLC | 23,385 | $4.73M | 0.14% | +1,124+5.0% | Added |
| Twin Tree Management, LP | 23,276 | $4.71M | 0.14% | +23,276 | New |
| Bowman & Co S.C. | 23,251 | $4.70M | 2.72% | +1,568+7.2% | Added |
| West Michigan Advisors, LLC | 23,234 | $4.70M | 1.49% | +317+1.4% | Added |
| Synergy Financial Management, LLC | 23,224 | $4.70M | 0.74% | +6,127+35.8% | Added |
| Trifecta Capital Advisors, LLC | 23,201 | $4.69M | 1.04% | +565+2.5% | Added |
| BNC Wealth Management, LLC | 23,171 | $4.69M | 1.74% | +16,315+238.0% | Added |
| Sheets Smith Wealth Management | 23,123 | $4.68M | 0.56% | −227−1.0% | Reduced |
| Strategic Investment Advisors | 23,112 | $4.67M | 0.57% | +8,964+63.4% | Added |
| Pavion Blue Capital, LLC | 23,070 | $4.67M | 2.30% | −185−0.8% | Reduced |
| Founders Financial Alliance, LLC | 23,013 | $4.65M | 1.38% | −1,629−6.6% | Reduced |
| Key Financial Inc | 23,001 | $4.65M | 1.12% | +249+1.1% | Added |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 23,000 | $4.65M | 2.40% | −3,000−11.5% | Reduced |
| Richard P Slaughter Associates Inc | 22,996 | $4.65M | 1.10% | −380−1.6% | Reduced |
| Wakefield Asset Management LLLP | 22,996 | $4.65M | 1.63% | +283+1.2% | Added |
| O'Rourke & Company, Inc | 22,980 | $4.65M | 2.62% | −61−0.3% | Reduced |
| Citizens & Northern Corp | 22,964 | $4.64M | 1.45% | −1,172−4.9% | Reduced |
| Grandfield & Dodd, LLC | 22,957 | $4.64M | 0.29% | −1,088−4.5% | Reduced |
| Advisors Management Group Inc | 22,878 | $4.63M | 1.16% | +1,094+5.0% | Added |
| Trustco Bank Corp N Y | 22,867 | $4.63M | 4.92% | −420−1.8% | Reduced |
| Capital Investment Advisory Services, LLC | 22,863 | $4.62M | 0.48% | +382+1.7% | Added |
| IMA Wealth, Inc. | 22,810 | $4.61M | 2.04% | −176−0.8% | Reduced |
| Gables Capital Management Inc. | 22,789 | $4.61M | 2.41% | −335−1.4% | Reduced |
| NCM Capital Management, LLC | 22,779 | $4.61M | 2.42% | +50.0% | Added |
| Certified Advisory Corp | 22,778 | $4.61M | 0.58% | +261+1.2% | Added |
| NWF Advisory Services Inc. | 22,723 | $4.60M | 0.73% | −1,381−5.7% | Reduced |
| Hudock, Inc. | 22,713 | $4.59M | 0.86% | +23+0.1% | Added |
| Adirondack Trust Co | 22,702 | $4.59M | 1.87% | −68−0.3% | Reduced |
| Lineweaver Wealth Advisors, LLC | 22,691 | $4.59M | 0.95% | −91−0.4% | Reduced |
| Transatlantique Private Wealth LLC | 22,728 | $4.58M | 1.87% | +16+0.1% | Added |
| Bank Hapoalim BM | 22,604 | $4.57M | 0.65% | −2,544−10.1% | Reduced |
| Delta Financial Group, Inc. | 22,517 | $4.55M | 1.91% | −412−1.8% | Reduced |
| Pinkerton Retirement Specialists, LLC | 22,504 | $4.55M | 0.70% | +1,175+5.5% | Added |
| Curbstone Financial Management Corp | 22,500 | $4.55M | 0.99% | −880−3.8% | Reduced |
| Central Valley Advisors, LLC | 22,951 | $4.54M | 2.50% | +260+1.1% | Added |
| Perkins Coie Trust Co | 22,430 | $4.54M | 1.05% | +1,687+8.1% | Added |
| Everhart Financial Group, Inc. | 22,411 | $4.53M | 1.18% | +1,045+4.9% | Added |
| Nichols & Pratt Advisers LLP | 22,362 | $4.52M | 0.31% | −1,372−5.8% | Reduced |
| Intrepid Financial Planning Group LLC | 22,301 | $4.51M | 1.94% | +205+0.9% | Added |
| Altrius Capital Management Inc | 22,283 | $4.51M | 1.19% | +110+0.5% | Added |
| Norway Savings Bank | 22,276 | $4.51M | 2.57% | +153+0.7% | Added |
| GeoWealth Management, LLC | 22,242 | $4.50M | 0.20% | +3,195+16.8% | Added |
| Argus Investors' Counsel, Inc. | 22,239 | $4.50M | 2.76% | +582+2.7% | Added |
| Weil Company, Inc. | 22,166 | $4.48M | 1.64% | −385−1.7% | Reduced |
| Keystone Financial Group | 22,138 | $4.48M | 1.60% | +1,265+6.1% | Added |
| Kensington Investment Counsel, LLC | 22,135 | $4.48M | 1.98% | +726+3.4% | Added |
| Kampmann Melissa S. | 22,051 | $4.46M | 3.26% | +304+1.4% | Added |
| Larson Financial Group LLC | 22,048 | $4.46M | 0.30% | +1,172+5.6% | Added |
| Wasatch Advisors Inc | 22,030 | $4.46M | 0.02% | −2,000−8.3% | Reduced |
| Beaton Management Co. Inc. | 22,017 | $4.45M | 2.39% | −26−0.1% | Reduced |
| CX Institutional | 22,009 | $4.45M | 0.21% | −1,480−6.3% | Reduced |
| Virginia Wealth Management Group, Inc. | 22,002 | $4.45M | 3.65% | −109−0.5% | Reduced |
| Massachusetts Wealth Management | 21,934 | $4.44M | 2.98% | +75+0.3% | Added |
| Signature Estate & Investment Advisors LLC | 21,921 | $4.43M | 0.11% | +16,679+318.2% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 21,875 | $4.42M | 0.01% | +7,997+57.6% | Added |
| Cornerstone Wealth Management, LLC | 21,872 | $4.42M | 0.34% | −2,352−9.7% | Reduced |
| Eagle Capital Management, LLC | 21,867 | $4.42M | 1.95% | +84+0.4% | Added |
| Occidental Asset Management, LLC | 21,834 | $4.42M | 0.77% | −1,944−8.2% | Reduced |
| Lodestone Wealth Management LLC | 21,812 | $4.41M | 2.35% | −156−0.7% | Reduced |
| Prestige Wealth Management Group LLC | 21,785 | $4.41M | 0.95% | +6,574+43.2% | Added |
| Horizon Investments, LLC | 21,890 | $4.40M | 0.12% | −43,849−66.7% | Reduced |
| Sweeney & Michel, LLC | 21,162 | $4.39M | 1.87% | −274−1.3% | Reduced |
| Account Management LLC | 21,715 | $4.39M | 4.98% | −500−2.3% | Reduced |
| SWS Partners | 21,720 | $4.39M | 1.31% | −1,245−5.4% | Reduced |
| Providence Wealth Advisors, LLC | 21,379 | $4.39M | 3.50% | +155+0.7% | Added |
| Ameliora Wealth Management Ltd. | 21,681 | $4.39M | 1.99% | −1,258−5.5% | Reduced |
| Sugarloaf Wealth Management, LLC | 21,674 | $4.38M | 0.89% | −80.0% | Reduced |
| Bank Ozk | 21,657 | $4.38M | 1.90% | −80.0% | Reduced |
| Marathon Capital Management | 21,629 | $4.37M | 1.11% | +401+1.9% | Added |
| West Oak Capital, LLC | 21,612 | $4.37M | 1.76% | +18+0.1% | Added |
| Lincoln Capital Corp | 21,605 | $4.37M | 1.87% | −2,368−9.9% | Reduced |
| Convergence Investment Partners, LLC | 21,552 | $4.36M | 1.27% | −1,969−8.4% | Reduced |
| Pine Ridge Advisers LLC | 21,500 | $4.35M | 0.46% | 00.0% | Unchanged |
| Edgewood Management LLC | 21,464 | $4.34M | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 21,756 | $4.33M | 0.71% | +4,823+28.5% | Added |
| Second Line Capital, LLC | 21,405 | $4.33M | 1.32% | +1,752+8.9% | Added |
| River Street Advisors LLC | 21,367 | $4.32M | 2.68% | +2,716+14.6% | Added |
| VeraBank, N.A. | 21,344 | $4.32M | 1.34% | −147−0.7% | Reduced |
| Platte River Wealth Advisors, LLC | 21,303 | $4.31M | 1.21% | −619−2.8% | Reduced |
| Evermay Wealth Management LLC | 21,225 | $4.29M | 0.69% | +320+1.5% | Added |
| Spirit of America Management Corp | 21,192 | $4.29M | 0.87% | +200+1.0% | Added |
| Stoneridge Investment Partners LLC | 21,146 | $4.28M | 1.62% | +9,479+81.2% | Added |
| Gilder Gagnon Howe & Co LLC | 21,134 | $4.27M | 0.05% | −49−0.2% | Reduced |
| Coppell Advisory Solutions LLC | 21,124 | $4.27M | 0.70% | +21,124 | New |
| Naviter Wealth, LLC | 21,120 | $4.27M | 0.64% | +63+0.3% | Added |
| Pure Financial Advisors, Inc. | 21,118 | $4.27M | 0.12% | +909+4.5% | Added |
| L2 Asset Management, LLC | 21,110 | $4.27M | 1.29% | −11,766−35.8% | Reduced |
| X-Square Capital, LLC | 21,092 | $4.27M | 1.98% | −204−1.0% | Reduced |
| Sargent Investment Group, LLC | 21,086 | $4.26M | 0.87% | −2,105−9.1% | Reduced |
| San Luis Wealth Advisors LLC | 21,057 | $4.26M | 1.02% | +72+0.3% | Added |