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 |
|---|---|---|---|---|---|
| MB, Levis & Associates, LLC | 14,467 | $2.93M | 1.54% | +28+0.2% | Added |
| World Equity Group, Inc. | 14,442 | $2.92M | 0.87% | −3,831−21.0% | Reduced |
| Jackson Hole Capital Partners, LLC | 14,407 | $2.91M | 0.64% | 00.0% | Unchanged |
| United Advisor Group, LLC | 14,407 | $2.91M | 0.91% | +1,571+12.2% | Added |
| Alberta Investment Management Corp | 14,400 | $2.91M | 0.03% | −61,700−81.1% | Reduced |
| Boltwood Capital Management | 14,391 | $2.91M | 0.91% | −1,125−7.3% | Reduced |
| Winthrop Advisory Group LLC | 14,386 | $2.91M | 0.40% | −11−0.1% | Reduced |
| Aprio Wealth Management, LLC | 14,378 | $2.91M | 0.53% | +424+3.0% | Added |
| Benedict Financial Advisors Inc | 14,377 | $2.91M | 0.74% | −86−0.6% | Reduced |
| Keebeck Wealth Management, LLC | 14,346 | $2.90M | 0.43% | −6,001−29.5% | Reduced |
| Kiley Juergens Wealth Management, LLC | 14,342 | $2.90M | 0.81% | +513+3.7% | Added |
| Monument Capital Management | 14,332 | $2.90M | 0.85% | +1,868+15.0% | Added |
| Jeppson Wealth Management, LLC | 14,328 | $2.90M | 1.11% | −9−0.1% | Reduced |
| Abundance Wealth Counselors | 14,310 | $2.89M | 1.33% | −1,547−9.8% | Reduced |
| Gleason Group, Inc. | 14,298 | $2.89M | 0.59% | −1,185−7.7% | Reduced |
| Empirical Asset Management, LLC | 22,102 | $2.89M | 1.09% | +4,488+25.5% | Added |
| Resolute Wealth Strategies, LLC | 14,258 | $2.88M | 1.66% | +57+0.4% | Added |
| Hudson Canyon Capital Management | 14,207 | $2.87M | 1.94% | −1,930−12.0% | Reduced |
| First Commonwealth Financial Corp | 14,191 | $2.87M | 0.74% | −476−3.2% | Reduced |
| Accredited Investors Inc. | 14,174 | $2.87M | 0.18% | +667+4.9% | Added |
| Brady Family Wealth, LLC | 14,172 | $2.87M | 0.92% | −1,070−7.0% | Reduced |
| Proficio Capital Partners LLC | 14,140 | $2.86M | 0.30% | +263+1.9% | Added |
| ORG Partners LLC | 13,898 | $2.86M | 0.36% | +12,680+1,041.1% | Added |
| Rockingstone Advisors LLC | 14,129 | $2.86M | 1.47% | +213+1.5% | Added |
| Lafayette Investments, Inc. | 14,116 | $2.86M | 0.65% | −10−0.1% | Reduced |
| Fragasso Group Inc. | 14,108 | $2.85M | 0.24% | −712−4.8% | Reduced |
| Angeles Wealth Management, LLC | 14,083 | $2.85M | 0.27% | +2,228+18.8% | Added |
| Sentry Investment Management LLC | 14,076 | $2.85M | 1.27% | +803+6.0% | Added |
| Guardian Capital LP | 14,069 | $2.85M | 0.11% | +65+0.5% | Added |
| Twin Lakes Capital Management, LLC | 14,065 | $2.84M | 1.94% | +9+0.1% | Added |
| Pacitti Group Inc. | 14,044 | $2.84M | 1.49% | +704+5.3% | Added |
| Sage Investment Advisers LLC | 14,041 | $2.84M | 3.21% | −1,578−10.1% | Reduced |
| Insight Inv LLC | 14,026 | $2.84M | 2.45% | 00.0% | Unchanged |
| Hartline Investment Corp | 14,017 | $2.84M | 0.38% | −1,945−12.2% | Reduced |
| Verition Fund Management LLC | 14,017 | $2.84M | 0.02% | −8,668−38.2% | Reduced |
| Verus Capital Partners, LLC | 14,008 | $2.83M | 0.29% | +429+3.2% | Added |
| MJP Associates Inc | 13,956 | $2.82M | 0.59% | −647−4.4% | Reduced |
| KLCM Advisors, Inc. | 13,926 | $2.82M | 0.35% | −167−1.2% | Reduced |
| Etesian Wealth Advisors, Inc. | 13,905 | $2.81M | 1.58% | −28−0.2% | Reduced |
| Orleans Capital Management Corp | 13,903 | $2.81M | 1.79% | −285−2.0% | Reduced |
| Fiduciary Family Office, LLC | 13,901 | $2.81M | 1.11% | −1,767−11.3% | Reduced |
| Wulff, Hansen & Co. | 13,851 | $2.80M | 2.77% | −142−1.0% | Reduced |
| Bedell Frazier Investment Counseling, LLC | 13,804 | $2.79M | 0.67% | +153+1.1% | Added |
| Birmingham Capital Management Co Inc | 13,779 | $2.79M | 1.09% | −790−5.4% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 12,928 | $2.78M | 1.09% | −71−0.5% | Reduced |
| Signature Wealth Management Partners, LLC | 13,753 | $2.78M | 2.11% | −61−0.4% | Reduced |
| Journey Strategic Wealth LLC | 13,749 | $2.78M | 0.12% | +1,748+14.6% | Added |
| Commonwealth Financial Services, LLC | 13,487 | $2.77M | 0.57% | −1,023−7.1% | Reduced |
| Neumann Capital Management, LLC | 13,672 | $2.77M | 0.95% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 13,653 | $2.76M | 0.88% | −1,009−6.9% | Reduced |
| Carl P. Sherr & Co., LLC | 13,646 | $2.76M | 1.54% | −435−3.1% | Reduced |
| Titleist Asset Management, LLC | 13,624 | $2.76M | 0.42% | −1,693−11.1% | Reduced |
| Allred Capital Management, LLC | 13,615 | $2.75M | 1.06% | +706+5.5% | Added |
| LRI Investments, LLC | 13,585 | $2.75M | 0.31% | +3,595+36.0% | Added |
| Biltmore Family Office, LLC | 13,572 | $2.75M | 0.51% | +2,030+17.6% | Added |
| Green Harvest Asset Management LLC | 13,533 | $2.74M | 0.06% | +7,000+107.1% | Added |
| Onyx Bridge Wealth Group LLC | 13,526 | $2.74M | 0.45% | −419−3.0% | Reduced |
| Lantern Wealth Advisors, LLC | 13,510 | $2.73M | 1.98% | −601−4.3% | Reduced |
| Corundum Group, Inc. | 13,494 | $2.73M | 1.07% | +3,185+30.9% | Added |
| Cim Investment Mangement Inc | 13,462 | $2.72M | 0.84% | −91−0.7% | Reduced |
| Arlington Trust Co LLC | 13,442 | $2.72M | 0.64% | −238−1.7% | Reduced |
| Brendel Financial Advisors LLC | 13,438 | $2.72M | 1.73% | −10−0.1% | Reduced |
| Wealth Alliance Advisory Group, LLC | 13,436 | $2.72M | 0.61% | +234+1.8% | Added |
| S.E.E.D. Planning Group LLC | 13,410 | $2.71M | 0.99% | −507−3.6% | Reduced |
| Integral Investment Advisors, Inc. | 13,591 | $2.71M | 1.00% | +1,399+11.5% | Added |
| Beck Capital Management, LLC | 13,377 | $2.71M | 0.75% | +281+2.1% | Added |
| Optimum Investment Advisors | 13,351 | $2.70M | 1.21% | −712−5.1% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 13,289 | $2.69M | 0.13% | +252+1.9% | Added |
| Peoples Bank | 13,280 | $2.69M | 1.39% | +1,776+15.4% | Added |
| Corrado Advisors, LLC | 13,271 | $2.68M | 1.74% | −532−3.9% | Reduced |
| Central Asset Investments & Management Holdings (HK) Ltd | 13,200 | $2.67M | 1.77% | +4,600+53.5% | Added |
| LMG Wealth Partners, LLC | 13,200 | $2.67M | 0.67% | +27+0.2% | Added |
| VisionPoint Advisory Group, LLC | 13,189 | $2.67M | 0.95% | +36+0.3% | Added |
| Y.D. More Investments Ltd | 13,167 | $2.66M | 0.27% | −250−1.9% | Reduced |
| AustralianSuper Pty Ltd | 13,132 | $2.66M | 0.02% | −323,276−96.1% | Reduced |
| Aft, Forsyth & Sober, LLC | 13,100 | $2.65M | 0.91% | 00.0% | Unchanged |
| Capital Management Associates | 13,093 | $2.65M | 3.14% | +2,422+22.7% | Added |
| High Net Worth Advisory Group LLC | 13,083 | $2.65M | 0.80% | +492+3.9% | Added |
| Convergence Financial, LLC | 13,067 | $2.64M | 0.70% | +13,067 | New |
| Magnolia Capital Advisors LLC | 13,062 | $2.64M | 1.48% | −9,231−41.4% | Reduced |
| Chapman Investment Management, LLC | 13,047 | $2.64M | 2.01% | −134−1.0% | Reduced |
| KPP Advisory Services LLC | 13,032 | $2.64M | 0.70% | +660+5.3% | Added |
| Traphagen Investment Advisors LLC | 12,932 | $2.62M | 0.28% | −190−1.4% | Reduced |
| National Philanthropic Trust | 12,913 | $2.61M | 0.05% | −1,853−12.5% | Reduced |
| Nicholas Hoffman & Company, LLC. | 12,894 | $2.61M | 0.12% | +49+0.4% | Added |
| Union Savings Bank | 12,894 | $2.61M | 1.37% | −442−3.3% | Reduced |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 12,849 | $2.60M | 0.71% | 00.0% | Unchanged |
| LCNB Corp | 12,828 | $2.59M | 0.97% | −200−1.5% | Reduced |
| Falcon Wealth Planning | 12,826 | $2.59M | 0.34% | +356+2.9% | Added |
| Quent Capital, LLC | 12,792 | $2.59M | 0.28% | +345+2.8% | Added |
| MCF Advisors LLC | 12,786 | $2.59M | 0.20% | +587+4.8% | Added |
| Quotient Wealth Partners, LLC | 12,767 | $2.58M | 0.09% | +2,626+25.9% | Added |
| Bath Savings Trust Co | 12,758 | $2.58M | 0.27% | −42−0.3% | Reduced |
| FinTrust Capital Advisors, LLC | 12,749 | $2.58M | 0.49% | +363+2.9% | Added |
| Alpha DNA Investment Management LLC | 12,713 | $2.57M | 1.46% | −11,151−46.7% | Reduced |
| Greenwich Wealth Management LLC | 12,710 | $2.57M | 0.19% | −301−2.3% | Reduced |
| Ellerson Group Inc | 12,674 | $2.56M | 1.95% | −478−3.6% | Reduced |
| Legacy Wealth Management, LLC | 12,668 | $2.56M | 1.08% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 12,649 | $2.56M | 1.59% | +66+0.5% | Added |
| Burford Brothers, Inc. | 12,638 | $2.56M | 1.49% | +25+0.2% | Added |