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 |
|---|---|---|---|---|---|
| Dillon & Associates Inc | 16,555 | $3.34M | 0.49% | 00.0% | Unchanged |
| Trivant Custom Portfolio Group, LLC | 16,530 | $3.34M | 2.05% | −327−1.9% | Reduced |
| KP Management LLC | 16,527 | $3.34M | 1.26% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 16,512 | $3.34M | 0.45% | +783+5.0% | Added |
| Bremer Bank National Association | 16,511 | $3.34M | 0.65% | −320−1.9% | Reduced |
| Diversify Wealth Management, LLC | 17,128 | $3.34M | 0.42% | +17,128 | New |
| Waterloo Capital, L.P. | 16,504 | $3.34M | 0.40% | −663−3.9% | Reduced |
| AlphaStar Capital Management, LLC | 16,488 | $3.33M | 0.31% | +1,794+12.2% | Added |
| Davis-Rea Ltd. | 16,425 | $3.32M | 1.66% | −2,597−13.7% | Reduced |
| Counterweight Ventures, LLC | 16,341 | $3.31M | 2.50% | +794+5.1% | Added |
| Court Place Advisors, LLC | 16,340 | $3.31M | 1.04% | +1,087+7.1% | Added |
| Enterprise Financial Services Corp | 16,334 | $3.30M | 2.03% | −182−1.1% | Reduced |
| Loudon Investment Management, LLC | 16,303 | $3.30M | 1.94% | 00.0% | Unchanged |
| Wealth Alliance | 16,290 | $3.29M | 0.43% | +125+0.8% | Added |
| Cornell Pochily Investment Advisors, Inc. | 16,261 | $3.29M | 1.25% | +205+1.3% | Added |
| Townsend & Associates, Inc | 15,489 | $3.29M | 0.36% | −406−2.6% | Reduced |
| New Potomac Partners, LLC | 16,248 | $3.29M | 1.80% | −1,127−6.5% | Reduced |
| Martin & Co Inc | 16,245 | $3.29M | 0.83% | −138−0.8% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 16,241 | $3.28M | 0.55% | +279+1.7% | Added |
| Summit Global Investments | 16,219 | $3.28M | 0.22% | −8,587−34.6% | Reduced |
| TCI Wealth Advisors, Inc. | 16,167 | $3.27M | 0.31% | −78−0.5% | Reduced |
| Marion Wealth Management | 16,136 | $3.26M | 0.96% | +250+1.6% | Added |
| CFS Investment Advisory Services, LLC | 16,113 | $3.26M | 0.26% | −46−0.3% | Reduced |
| Twelve Points Wealth Management LLC | 16,110 | $3.26M | 1.15% | +75+0.5% | Added |
| Engineers Gate Manager LP | 16,067 | $3.25M | 0.07% | −1,801−10.1% | Reduced |
| Pinnacle Bancorp, Inc. | 16,041 | $3.24M | 0.96% | −40.0% | Reduced |
| Fortune Financial Advisors, LLC | 15,997 | $3.24M | 1.98% | −292−1.8% | Reduced |
| Change Path, LLC | 15,995 | $3.23M | 0.16% | −5,744−26.4% | Reduced |
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. | 15,977 | $3.23M | 0.53% | −15−0.1% | Reduced |
| TriaGen Wealth Management LLC | 15,976 | $3.23M | 1.25% | −30−0.2% | Reduced |
| Clear Rock Advisors, LLC | 15,969 | $3.23M | 1.38% | +40+0.3% | Added |
| GSB Wealth Management, LLC | 15,963 | $3.23M | 0.88% | −104−0.6% | Reduced |
| Wills Financial Group, Inc. | 15,952 | $3.23M | 1.49% | +297+1.9% | Added |
| Cerro Pacific Wealth Advisors LLC | 15,949 | $3.23M | 1.23% | +15,949 | New |
| Morningstar Investment Management LLC | 15,944 | $3.23M | 0.34% | −2,687−14.4% | Reduced |
| Secure Asset Management, LLC | 15,935 | $3.22M | 0.61% | −1,475−8.5% | Reduced |
| Hartford Funds Management Co LLC | 15,908 | $3.22M | 0.30% | +1,270+8.7% | Added |
| Aaron Wealth Advisors | 15,892 | $3.21M | 0.45% | +228+1.5% | Added |
| Eclectic Associates Inc | 15,872 | $3.21M | 1.43% | −111−0.7% | Reduced |
| Phillips Financial Management, LLC | 15,862 | $3.21M | 0.26% | +323+2.1% | Added |
| Royal Harbor Partners, LLC | 15,781 | $3.19M | 1.32% | −1,174−6.9% | Reduced |
| Spreng Capital Management, Inc. | 15,774 | $3.19M | 1.65% | −480−3.0% | Reduced |
| Chatham Capital Group, Inc. | 15,772 | $3.19M | 0.56% | −10−0.1% | Reduced |
| Eads & Heald Wealth Management | 15,752 | $3.19M | 1.54% | −990−5.9% | Reduced |
| Ironwood Financial, llc | 15,749 | $3.19M | 0.71% | 00.0% | Unchanged |
| Roof Eidam & Maycock | 15,749 | $3.19M | 0.86% | +260+1.7% | Added |
| Aull & Monroe Investment Management Corp | 15,706 | $3.18M | 1.56% | −1,837−10.5% | Reduced |
| Capital Markets Trading UK LLP | 15,621 | $3.16M | 2.32% | +10,252+190.9% | Added |
| Armor Investment Advisors, LLC | 15,615 | $3.16M | 1.46% | +558+3.7% | Added |
| Pinnacle West Asset Management, Inc. | 15,580 | $3.15M | 2.45% | −190−1.2% | Reduced |
| SFMG, LLC | 15,579 | $3.15M | 0.27% | −967−5.8% | Reduced |
| Delta Asset Management LLC | 15,574 | $3.15M | 0.28% | −210−1.3% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 15,532 | $3.14M | 0.89% | +9,452+155.5% | Added |
| Kesler, Norman & Wride, LLC | 15,511 | $3.14M | 0.67% | +3,346+27.5% | Added |
| Keel Point, LLC | 15,079 | $3.14M | 0.28% | +4,969+49.1% | Added |
| Main Street Financial Solutions, LLC | 15,491 | $3.13M | 0.30% | +59+0.4% | Added |
| Chilton Investment Co LLC | 15,490 | $3.13M | 0.09% | −90−0.6% | Reduced |
| CTC Alternative Strategies, Ltd. | 15,490 | $3.13M | 1.33% | +15,490 | New |
| Emfo, LLC | 15,486 | $3.13M | 2.80% | +375+2.5% | Added |
| Delta Financial Advisors LLC | 15,473 | $3.13M | 1.21% | +192+1.3% | Added |
| Cohen Investment Advisors LLC | 21,550 | $3.13M | 2.51% | −325−1.5% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 15,420 | $3.12M | 2.14% | −1,903−11.0% | Reduced |
| LM Advisors LLC | 15,416 | $3.12M | 0.01% | −609−3.8% | Reduced |
| Segment Wealth Management, LLC | 15,361 | $3.11M | 0.23% | −97−0.6% | Reduced |
| All Terrain Financial Advisors, LLC | 15,353 | $3.11M | 1.31% | +76+0.5% | Added |
| Jessup Wealth Management, Inc | 15,321 | $3.10M | 1.32% | +65+0.4% | Added |
| Holistic Financial Partners | 15,318 | $3.10M | 1.55% | −354−2.3% | Reduced |
| Weaver Capital Management LLC | 15,268 | $3.09M | 0.99% | +2,320+17.9% | Added |
| KKM Financial LLC | 15,405 | $3.08M | 1.46% | +112+0.7% | Added |
| Two Sigma Securities, LLC | 15,204 | $3.08M | 0.15% | +13,339+715.2% | Added |
| Plante Moran Financial Advisors, LLC | 15,204 | $3.08M | 0.31% | +475+3.2% | Added |
| Alaethes Wealth LLC | 15,195 | $3.07M | 1.27% | −77−0.5% | Reduced |
| Aberdeen Wealth Management LLC | 15,178 | $3.07M | 2.08% | −291−1.9% | Reduced |
| Sterling Investment Counsel, LLC | 15,164 | $3.07M | 1.21% | +354+2.4% | Added |
| Continental Advisors LLC | 15,135 | $3.06M | 2.37% | 00.0% | Unchanged |
| Krilogy Financial LLC | 15,127 | $3.06M | 0.23% | −765−4.8% | Reduced |
| Ramirez Asset Management, Inc. | 15,127 | $3.06M | 0.62% | 00.0% | Unchanged |
| Invst, LLC | 14,829 | $3.05M | 0.34% | +1,614+12.2% | Added |
| Northwest Bank & Trust Co | 15,054 | $3.04M | 2.54% | −283−1.8% | Reduced |
| Boit C F David | 15,051 | $3.04M | 1.59% | −1,578−9.5% | Reduced |
| Bleichroeder LP | 15,000 | $3.03M | 0.90% | −15,000−50.0% | Reduced |
| Weik Capital Management | 14,992 | $3.03M | 1.30% | −50−0.3% | Reduced |
| Consilium Wealth Advisory, LLC | 14,982 | $3.03M | 1.65% | +1,851+14.1% | Added |
| Hudson Value Partners, LLC | 14,956 | $3.03M | 1.28% | −1,513−9.2% | Reduced |
| Next Capital Management LLC | 14,918 | $3.02M | 1.27% | −592−3.8% | Reduced |
| Grandview Asset Management LLC | 14,903 | $3.01M | 1.76% | −80−0.5% | Reduced |
| Sittner & Nelson, LLC | 14,872 | $3.01M | 1.48% | +55+0.4% | Added |
| Lynx Capital Group Ltd | 14,832 | $3.00M | 2.07% | −50.0% | Reduced |
| Gs Investments, Inc. | 14,818 | $3.00M | 1.41% | +10.0% | Added |
| Lederer & Associates Investment Counsel | 14,813 | $3.00M | 2.17% | −1,200−7.5% | Reduced |
| Pekin Hardy Strauss, Inc. | 14,771 | $2.99M | 0.41% | +900+6.5% | Added |
| First Dallas Securities Inc. | 14,741 | $2.98M | 1.31% | +69+0.5% | Added |
| Legato Capital Management LLC | 14,720 | $2.98M | 0.40% | −6,745−31.4% | Reduced |
| Fortem Financial Group, LLC | 14,628 | $2.96M | 1.27% | −239−1.6% | Reduced |
| Astoria Portfolio Advisors LLC. | 14,598 | $2.95M | 1.05% | +121+0.8% | Added |
| Sutton Place Investors LLC | 14,591 | $2.95M | 1.96% | −8,134−35.8% | Reduced |
| Ballast, Inc. | 14,588 | $2.95M | 0.91% | +346+2.4% | Added |
| LS Investment Advisors, LLC | 14,562 | $2.95M | 0.46% | +88+0.6% | Added |
| Granite Group Advisors, LLC | 14,538 | $2.94M | 2.23% | −120−0.8% | Reduced |
| Leonteq Securities AG | 14,522 | $2.94M | 0.41% | +3,547+32.3% | Added |