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 |
|---|---|---|---|---|---|
| Financial Advisory Partners, LLC | 21,011 | $4.25M | 1.59% | −537−2.5% | Reduced |
| Altfest L J & Co Inc | 20,996 | $4.25M | 0.58% | −33−0.2% | Reduced |
| Knott David M Jr | 20,985 | $4.24M | 1.69% | 00.0% | Unchanged |
| Quantitative Investment Management, LLC | 20,926 | $4.23M | 0.46% | +20,926 | New |
| Royal Capital Wealth Management, LLC | 20,867 | $4.22M | 3.18% | +368+1.8% | Added |
| Northcape Wealth Management, LLC | 20,865 | $4.22M | 1.52% | +464+2.3% | Added |
| Marks Group Wealth Management, Inc | 20,838 | $4.21M | 0.44% | −745−3.5% | Reduced |
| apricus wealth, LLC | 20,815 | $4.21M | 3.01% | −824−3.8% | Reduced |
| DeDora Capital, Inc. | 20,804 | $4.21M | 1.29% | +60+0.3% | Added |
| Triasima Portfolio Management inc. | 20,777 | $4.20M | 0.38% | +300+1.5% | Added |
| SOA Wealth Advisors, LLC. | 20,771 | $4.20M | 0.85% | −409−1.9% | Reduced |
| FCG Investment Co | 20,770 | $4.20M | 3.19% | +4,338+26.4% | Added |
| Liberty One Investment Management, LLC | 20,725 | $4.19M | 0.47% | −1,581−7.1% | Reduced |
| Wunderlich Capital Managemnt | 20,718 | $4.19M | 1.87% | −335−1.6% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 20,680 | $4.18M | 1.69% | −295−1.4% | Reduced |
| FLC Capital Advisors | 20,661 | $4.18M | 1.03% | +50.0% | Added |
| Proquility Private Wealth Partners, LLC | 20,626 | $4.17M | 1.42% | −707−3.3% | Reduced |
| Brown, Lisle/Cummings, Inc. | 20,568 | $4.16M | 1.36% | −275−1.3% | Reduced |
| Abacus Planning Group, Inc. | 20,560 | $4.16M | 0.81% | +256+1.3% | Added |
| Archford Capital Strategies, LLC | 20,555 | $4.16M | 0.67% | −234−1.1% | Reduced |
| Northstar Asset Management LLC | 20,541 | $4.15M | 1.01% | −200−1.0% | Reduced |
| Zullo Investment Group, Inc. | 20,504 | $4.15M | 1.82% | +142+0.7% | Added |
| Sanders Morris Harris LLC | 20,494 | $4.15M | 0.68% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 20,488 | $4.14M | 0.26% | −3,819−15.7% | Reduced |
| Peachtree Investment Partners, LLC | 20,480 | $4.14M | 1.62% | +451+2.3% | Added |
| Archer Investment Corp | 20,427 | $4.13M | 1.21% | −116−0.6% | Reduced |
| Beaumont Financial Advisors, LLC | 20,427 | $4.13M | 0.33% | +134+0.7% | Added |
| Leisure Capital Management | 20,408 | $4.13M | 1.92% | −85−0.4% | Reduced |
| Founders Financial Securities LLC | 20,389 | $4.12M | 0.39% | +4,456+28.0% | Added |
| Prudent Man Advisors, LLC | 20,381 | $4.12M | 1.46% | +789+4.0% | Added |
| Catalytic Wealth RIA, LLC | 20,353 | $4.12M | 0.81% | +79+0.4% | Added |
| Resurgent Financial Advisors LLC | 20,325 | $4.11M | 2.56% | −706−3.4% | Reduced |
| Regatta Capital Group, LLC | 20,318 | $4.11M | 0.89% | +700+3.6% | Added |
| Mirabaud & Cie SA | 20,315 | $4.11M | 1.39% | −817−3.9% | Reduced |
| Ruffer LLP | 20,265 | $4.10M | 0.18% | +4,729+30.4% | Added |
| Finer Wealth Management, Inc. | 20,216 | $4.09M | 2.64% | −1,036−4.9% | Reduced |
| Manchester Capital Management LLC | 20,213 | $4.09M | 0.49% | +99+0.5% | Added |
| Second Half Financial Partners, LLC | 20,183 | $4.08M | 3.27% | −625−3.0% | Reduced |
| St. Louis Trust Co | 20,181 | $4.08M | 0.62% | 00.0% | Unchanged |
| StrongBox Wealth, LLC | 20,163 | $4.08M | 1.93% | +212+1.1% | Added |
| WMS Partners, LLC | 20,162 | $4.08M | 0.26% | +4,063+25.2% | Added |
| Jmac Enterprises LLC | 20,162 | $4.08M | 0.72% | −696−3.3% | Reduced |
| BCGM Wealth Management, LLC | 20,108 | $4.07M | 1.41% | +1,047+5.5% | Added |
| Acropolis Investment Management, LLC | 20,106 | $4.07M | 0.26% | +672+3.5% | Added |
| Poehling Capital Management, LLC | 20,105 | $4.07M | 1.11% | −785−3.8% | Reduced |
| 180 Wealth Advisors, LLC | 19,593 | $4.06M | 0.66% | +167+0.9% | Added |
| Relyea Zuckerberg Hanson LLC | 20,095 | $4.06M | 0.68% | +271+1.4% | Added |
| Simon Quick Advisors, LLC | 20,054 | $4.06M | 0.29% | −1,159−5.5% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 20,052 | $4.06M | 0.12% | +1,827+10.0% | Added |
| Sustainable Insight Capital Management, LLC | 20,048 | $4.05M | 2.03% | +4,200+26.5% | Added |
| Sculati Wealth Management, LLC | 20,024 | $4.05M | 1.73% | −291−1.4% | Reduced |
| J. Safra Sarasin Holding AG | 20,023 | $4.05M | 0.07% | +20,023 | New |
| Cassaday & Co Wealth Management LLC | 20,006 | $4.05M | 0.13% | −203−1.0% | Reduced |
| Outfitter Financial LLC | 19,988 | $4.04M | 3.37% | −405−2.0% | Reduced |
| Bell Bank | 19,972 | $4.04M | 0.34% | +870+4.6% | Added |
| Nicholas Investment Partners, LP | 19,967 | $4.04M | 0.42% | 00.0% | Unchanged |
| Family Management Corp | 19,917 | $4.03M | 0.71% | +546+2.8% | Added |
| River & Mercantile Asset Management LLP | 19,860 | $4.02M | 1.10% | −266−1.3% | Reduced |
| Symphony Financial, Ltd. Co. | 19,829 | $4.00M | 0.73% | +6,717+51.2% | Added |
| Avidian Wealth Solutions, LLC | 19,724 | $3.99M | 0.19% | +2,640+15.5% | Added |
| Blueprint Investment Partners LLC | 19,722 | $3.99M | 0.86% | +782+4.1% | Added |
| Quadcap Wealth Management, LLC | 19,718 | $3.99M | 0.72% | −333−1.7% | Reduced |
| Violich Capital Management, Inc. | 19,695 | $3.98M | 0.54% | 00.0% | Unchanged |
| Wrapmanager Inc | 19,688 | $3.98M | 1.10% | +2,026+11.5% | Added |
| Guardian Investment Management | 19,674 | $3.98M | 2.90% | −500−2.5% | Reduced |
| Ritter Daniher Financial Advisory LLC | 19,671 | $3.98M | 1.27% | +48+0.2% | Added |
| Cobblestone Capital Advisors LLC | 19,623 | $3.97M | 0.24% | −590−2.9% | Reduced |
| Beech Hill Advisors, Inc. | 19,612 | $3.97M | 1.64% | −139−0.7% | Reduced |
| Greenline Partners, LLC | 19,292 | $3.96M | 0.60% | −12,928−40.1% | Reduced |
| Agate Pass Investment Management, LLC | 19,524 | $3.95M | 2.10% | −527−2.6% | Reduced |
| Piscataqua Savings Bank | 19,501 | $3.94M | 3.50% | −112−0.6% | Reduced |
| Sawgrass Asset Management LLC | 19,442 | $3.93M | 0.43% | −460−2.3% | Reduced |
| O'Dell Group, LLC | 19,621 | $3.93M | 0.96% | 00.0% | Unchanged |
| Opinicus Capital, Inc. | 19,409 | $3.93M | 3.31% | +341+1.8% | Added |
| Phoenix Wealth Advisors | 19,393 | $3.92M | 1.97% | −443−2.2% | Reduced |
| Huber Capital Management LLC | 19,333 | $3.91M | 0.89% | 00.0% | Unchanged |
| First United Bank Trust | 19,306 | $3.90M | 1.45% | −234−1.2% | Reduced |
| RKL Wealth Management LLC | 19,305 | $3.90M | 0.38% | −465−2.4% | Reduced |
| Landscape Capital Management, L.L.C. | 19,275 | $3.90M | 0.33% | +19,275 | New |
| Harvey Investment Co LLC | 19,266 | $3.90M | 0.47% | 00.0% | Unchanged |
| Cito Capital Group, LLC | 19,269 | $3.90M | 1.51% | +60.0% | Added |
| Intellectus Partners, LLC | 19,267 | $3.90M | 1.06% | −2,243−10.4% | Reduced |
| Gold Investment Management Ltd. | 19,227 | $3.89M | 1.64% | −70−0.4% | Reduced |
| Coastal Investment Advisors, Inc. | 19,219 | $3.89M | 0.76% | +573+3.1% | Added |
| Heartland Bank & Trust Co | 19,206 | $3.88M | 2.20% | +121+0.6% | Added |
| Tiemann Investment Advisors, LLC | 19,187 | $3.88M | 1.73% | −235−1.2% | Reduced |
| MONECO Advisors, LLC | 19,185 | $3.88M | 0.57% | −391−2.0% | Reduced |
| Processus Wealth & Capital Management, LLC | 19,179 | $3.88M | 3.22% | +112+0.6% | Added |
| Burney Co | 19,167 | $3.88M | 0.15% | −507−2.6% | Reduced |
| Mayflower Financial Advisors, LLC | 19,118 | $3.87M | 0.64% | −984−4.9% | Reduced |
| Crescent Sterling, Ltd. | 19,102 | $3.86M | 3.70% | −1,240−6.1% | Reduced |
| Missouri Trust & Investment Co | 19,087 | $3.86M | 1.45% | +2,665+16.2% | Added |
| EULAV Asset Management | 19,002 | $3.84M | 0.10% | −2,998−13.6% | Reduced |
| Hedeker Wealth, LLC | 18,971 | $3.84M | 1.11% | −383−2.0% | Reduced |
| Twin City Private Wealth, LLC | 18,959 | $3.83M | 3.62% | +57+0.3% | Added |
| Canton Hathaway, LLC | 18,939 | $3.83M | 1.05% | 00.0% | Unchanged |
| Investment Advisory Services Inc | 18,941 | $3.83M | 1.40% | −89−0.5% | Reduced |
| Miller Investment Management, LP | 18,935 | $3.83M | 0.46% | 00.0% | Unchanged |
| Investment Partners, Ltd. | 18,935 | $3.83M | 1.72% | −12−0.1% | Reduced |
| Tranquility Partners, LLC | 18,929 | $3.83M | 1.47% | +744+4.1% | Added |