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 |
|---|---|---|---|---|---|
| Oak Asset Management, LLC | 18,924 | $3.83M | 1.40% | −25−0.1% | Reduced |
| Burke & Herbert Bank & Trust Co | 18,884 | $3.82M | 0.93% | +13,318+239.3% | Added |
| Arbor Trust Wealth Advisors, LLC | 18,837 | $3.81M | 2.00% | +80.0% | Added |
| HWG Holdings LP | 18,806 | $3.80M | 1.39% | +18,806 | New |
| Schwarz Dygos Wheeler Investment Advisors LLC | 18,801 | $3.80M | 1.05% | +153+0.8% | Added |
| Claar Advisors LLC | 18,800 | $3.80M | 1.22% | −20,000−51.5% | Reduced |
| Criterion Capital Advisors, LLC | 18,793 | $3.80M | 2.39% | −42−0.2% | Reduced |
| Peak Planning Group, LLC | 18,746 | $3.79M | 1.86% | +1,842+10.9% | Added |
| Graybill Bartz & Assoc Ltd | 18,733 | $3.79M | 1.54% | −116−0.6% | Reduced |
| Jump Financial, LLC | 18,720 | $3.79M | 0.08% | −6,097−24.6% | Reduced |
| Karpas Strategies, LLC | 18,705 | $3.78M | 1.19% | +36+0.2% | Added |
| Raelipskie Partnership | 18,704 | $3.78M | 2.02% | −170−0.9% | Reduced |
| Everett Harris & Co | 18,649 | $3.77M | 0.05% | +859+4.8% | Added |
| Worth Financial Advisory Group, LLC | 18,632 | $3.77M | 2.47% | +376+2.1% | Added |
| Central Bank & Trust Co | 18,614 | $3.76M | 0.52% | +1,246+7.2% | Added |
| Banco de Sabadell, S.A | 18,603 | $3.76M | 2.76% | −355−1.9% | Reduced |
| Catalyst Financial Partners LLC | 18,591 | $3.76M | 0.83% | +2,272+13.9% | Added |
| Trinity Financial Advisors LLC | 18,555 | $3.75M | 1.68% | −428−2.3% | Reduced |
| Van Cleef Asset Management,Inc | 18,515 | $3.74M | 0.47% | −229−1.2% | Reduced |
| JT Stratford LLC | 18,502 | $3.74M | 0.70% | −300−1.6% | Reduced |
| Slagle Financial, LLC | 18,492 | $3.74M | 1.92% | +767+4.3% | Added |
| Mattson Financial Services, LLC | 18,490 | $3.74M | 1.33% | +18,490 | New |
| Wynn Capital, LLC | 18,486 | $3.74M | 2.77% | +344+1.9% | Added |
| White Pine Capital LLC | 18,461 | $3.73M | 1.42% | +204+1.1% | Added |
| WP Advisors, LLC | 18,405 | $3.72M | 1.19% | +108+0.6% | Added |
| Vista Wealth Management Group, LLC | 18,404 | $3.72M | 0.27% | +1,578+9.4% | Added |
| Cove Private Wealth, LLC | 18,400 | $3.72M | 2.97% | 00.0% | Unchanged |
| Oak Family Advisors, LLC | 18,390 | $3.72M | 1.41% | +53+0.3% | Added |
| Ethos Financial Group, LLC | 18,234 | $3.71M | 0.65% | +30.0% | Added |
| Register Financial Advisors LLC | 18,339 | $3.71M | 1.87% | −276−1.5% | Reduced |
| Congress Park Capital LLC | 18,328 | $3.71M | 1.49% | −304−1.6% | Reduced |
| Sawyer & Company, Inc | 18,330 | $3.71M | 1.47% | −260−1.4% | Reduced |
| Snider Financial Group | 18,322 | $3.71M | 1.43% | −121−0.7% | Reduced |
| Tandem Capital Management Corp | 18,070 | $3.70M | 2.03% | −45−0.2% | Reduced |
| Chesapeake Asset Management LLC | 18,291 | $3.70M | 3.55% | +712+4.1% | Added |
| OneAscent Financial Services LLC | 18,289 | $3.70M | 0.51% | −802−4.2% | Reduced |
| Moseley Investment Management Inc | 18,203 | $3.68M | 1.71% | +194+1.1% | Added |
| Aries Wealth Management | 18,193 | $3.68M | 1.16% | +131+0.7% | Added |
| Goldstone Financial Group, LLC | 18,159 | $3.67M | 0.74% | −40−0.2% | Reduced |
| Integrated Investment Consultants, LLC | 18,323 | $3.67M | 1.01% | 00.0% | Unchanged |
| Aspen Investment Management Inc | 18,140 | $3.67M | 1.83% | −293−1.6% | Reduced |
| CNB Bank | 18,125 | $3.67M | 1.76% | −2,192−10.8% | Reduced |
| MeadowBrook Investment Advisors LLC | 18,109 | $3.66M | 3.47% | −82−0.5% | Reduced |
| Home Federal Bank of Tennessee | 18,090 | $3.66M | 1.11% | +282+1.6% | Added |
| Smith, Moore & Co. | 18,055 | $3.65M | 0.38% | +108+0.6% | Added |
| Center for Financial Planning, Inc. | 18,053 | $3.65M | 0.53% | +36+0.2% | Added |
| Alexander Randolph Advisory, Inc. | 18,012 | $3.64M | 3.41% | −678−3.6% | Reduced |
| Aquatic Capital Management LLC | 18,000 | $3.64M | 0.13% | −15,900−46.9% | Reduced |
| Good Life Advisors, LLC | 17,987 | $3.64M | 0.30% | +160+0.9% | Added |
| L.M. Kohn & Company | 17,963 | $3.63M | 0.98% | +935+5.5% | Added |
| Tyche Wealth Partners LLC | 17,955 | $3.63M | 0.88% | −2,195−10.9% | Reduced |
| Clear Creek Financial Management, LLC | 17,913 | $3.62M | 0.44% | −2,187−10.9% | Reduced |
| Hanson & Doremus Investment Management | 17,912 | $3.62M | 0.61% | +85+0.5% | Added |
| Schonfeld Strategic Advisors LLC | 17,897 | $3.62M | 0.03% | +5,762+47.5% | Added |
| E Fund Management Co., Ltd. | 17,869 | $3.61M | 0.20% | +1,908+12.0% | Added |
| Atom Investors LP | 17,813 | $3.60M | 0.36% | +3,262+22.4% | Added |
| Affinity Wealth Management LLC | 17,804 | $3.60M | 0.66% | +144+0.8% | Added |
| Nvest Financial, LLC | 17,782 | $3.60M | 2.21% | +17+0.1% | Added |
| Guerra Pan Advisors, LLC | 17,768 | $3.59M | 3.01% | +988+5.9% | Added |
| Voya Financial Advisors, Inc. | 17,967 | $3.58M | 0.40% | +925+5.4% | Added |
| Banco BTG Pactual S.A. | 16,647 | $3.57M | 0.91% | +1,909+13.0% | Added |
| Oak Harbor Wealth Partners, LLC | 17,589 | $3.56M | 1.12% | −354−2.0% | Reduced |
| Cetera Trust Company, N.A | 17,571 | $3.55M | 2.23% | −1,520−8.0% | Reduced |
| Bull Street Advisors, LLC | 17,553 | $3.55M | 1.71% | −15−0.1% | Reduced |
| Quadrant Private Wealth Management, LLC | 17,476 | $3.53M | 0.81% | +88+0.5% | Added |
| Garrett Investment Advisors LLC | 17,423 | $3.52M | 0.41% | −67−0.4% | Reduced |
| Dover Advisors, LLC | 17,377 | $3.51M | 2.17% | +700+4.2% | Added |
| 3Chopt Investment Partners, LLC | 17,366 | $3.51M | 1.07% | +69+0.4% | Added |
| Atlantic Edge Private Wealth Management, LLC | 17,357 | $3.51M | 1.17% | −10.0% | Reduced |
| Pegasus Partners Ltd. | 17,337 | $3.51M | 0.35% | −290−1.6% | Reduced |
| Forza Wealth Management, LLC | 17,257 | $3.49M | 1.80% | +53+0.3% | Added |
| Continuum Advisory, LLC | 17,238 | $3.49M | 0.50% | +161+0.9% | Added |
| Spirepoint Private Client, LLC | 17,238 | $3.49M | 0.49% | +3,952+29.7% | Added |
| Raab & Moskowitz Asset Management LLC | 17,233 | $3.49M | 0.95% | −1,743−9.2% | Reduced |
| Aureus Asset Management, LLC | 17,216 | $3.48M | 0.24% | −1,560−8.3% | Reduced |
| Source Financial Advisors LLC | 17,211 | $3.48M | 1.07% | −468−2.6% | Reduced |
| Portside Wealth Group, LLC | 17,181 | $3.47M | 0.66% | −2,279−11.7% | Reduced |
| Advisor OS, LLC | 17,176 | $3.47M | 0.38% | −1,291−7.0% | Reduced |
| Valley Brook Capital Group | 17,138 | $3.47M | 2.70% | −5,444−24.1% | Reduced |
| Benin Management CORP | 17,124 | $3.46M | 1.05% | +137+0.8% | Added |
| Cynosure Management, LLC | 17,120 | $3.46M | 0.56% | +969+6.0% | Added |
| Inspire Trust Co, N.A. | 17,117 | $3.46M | 1.14% | +6,864+66.9% | Added |
| Peoples Financial Services Corp. | 17,061 | $3.45M | 1.56% | −979−5.4% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 16,953 | $3.43M | 0.49% | −956−5.3% | Reduced |
| NVWM, LLC | 16,950 | $3.43M | 0.91% | −3,826−18.4% | Reduced |
| Vectors Research Management, LLC | 16,950 | $3.43M | 1.05% | −570−3.3% | Reduced |
| Belmont Capital, LLC | 16,936 | $3.43M | 0.64% | +9,257+120.5% | Added |
| Moser Wealth Advisors, LLC | 16,934 | $3.43M | 1.86% | −200−1.2% | Reduced |
| Joseph Group Capital Management | 16,897 | $3.42M | 1.77% | +1,074+6.8% | Added |
| Central Pacific Bank - Trust Division | 16,890 | $3.42M | 0.41% | −991−5.5% | Reduced |
| Condor Capital Management | 16,847 | $3.41M | 0.33% | −756−4.3% | Reduced |
| Game Plan Financial Advisors, LLC | 16,843 | $3.41M | 1.68% | −900−5.1% | Reduced |
| Skopos Labs, Inc. | 17,121 | $3.41M | 1.47% | 00.0% | Unchanged |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 16,759 | $3.39M | 1.40% | −201−1.2% | Reduced |
| Norden Group LLC | 16,756 | $3.39M | 0.68% | −2,113−11.2% | Reduced |
| Marest Capital, LLC | 16,719 | $3.38M | 3.00% | +101+0.6% | Added |
| Slocum, Gordon & Co LLP | 16,669 | $3.37M | 2.51% | +19+0.1% | Added |
| Group One Trading, L.P. | 16,652 | $3.37M | 0.11% | −87,993−84.1% | Reduced |
| Glen Eagle Advisors, LLC | 16,586 | $3.35M | 0.61% | −2,563−13.4% | Reduced |
| First City Capital Management, Inc. | 16,551 | $3.35M | 1.88% | −189−1.1% | Reduced |