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 |
|---|---|---|---|---|---|
| Purus Wealth Management, LLC | 12,622 | $2.55M | 1.13% | +2,067+19.6% | Added |
| Baker Tilly Wealth Management, LLC | 12,585 | $2.55M | 1.04% | −5,915−32.0% | Reduced |
| LVM Capital Management Ltd | 12,560 | $2.54M | 0.29% | −533−4.1% | Reduced |
| Peoples Bank | 12,546 | $2.54M | 1.98% | −135−1.1% | Reduced |
| Eagle Bluffs Wealth Management LLC | 12,507 | $2.53M | 1.47% | +46+0.4% | Added |
| 1620 Investment Advisors, Inc. | 12,489 | $2.53M | 1.94% | +20.0% | Added |
| Channel Wealth LLC | 12,481 | $2.52M | 0.91% | −5,614−31.0% | Reduced |
| Well Done, LLC | 12,480 | $2.52M | 0.52% | −618−4.7% | Reduced |
| Marble Harbor Investment Counsel, LLC | 12,479 | $2.52M | 0.30% | 00.0% | Unchanged |
| Front Row Advisors LLC | 12,458 | $2.52M | 0.88% | +212+1.7% | Added |
| Winthrop Capital Management, LLC | 12,441 | $2.52M | 1.26% | −625−4.8% | Reduced |
| Pinnacle Holdings, LLC | 12,407 | $2.51M | 1.02% | −112−0.9% | Reduced |
| Exchange Bank | 12,405 | $2.51M | 2.13% | −130−1.0% | Reduced |
| Cornerstone Advisory, LLC | 12,402 | $2.51M | 0.35% | −1,022−7.6% | Reduced |
| Invesco, LLC | 12,349 | $2.50M | 1.04% | −273−2.2% | Reduced |
| South Street Advisors LLC | 12,332 | $2.49M | 0.38% | +15+0.1% | Added |
| Cozad Asset Management Inc | 12,320 | $2.49M | 0.25% | +3,022+32.5% | Added |
| PYA Waltman Capital, LLC | 12,279 | $2.48M | 0.91% | +1,028+9.1% | Added |
| Insight Wealth Strategies, LLC | 12,238 | $2.48M | 0.35% | +206+1.7% | Added |
| Aristotle Capital Management, LLC | 12,211 | $2.47M | 0.00% | 00.0% | Unchanged |
| Amplius Wealth Advisors, LLC | 12,187 | $2.46M | 0.27% | −2,250−15.6% | Reduced |
| Aire Advisors, LLC | 12,170 | $2.46M | 0.56% | +1,800+17.4% | Added |
| Tradition Wealth Management, LLC | 12,153 | $2.46M | 0.24% | +746+6.5% | Added |
| One Charles Private Wealth Services, LLC | 12,135 | $2.45M | 1.02% | +83+0.7% | Added |
| Heritage Wealth Advisors | 12,130 | $2.45M | 0.11% | −392−3.1% | Reduced |
| Financial Advisors, LLC | 12,128 | $2.45M | 0.50% | +297+2.5% | Added |
| First Financial Corp | 12,106 | $2.45M | 1.25% | +94+0.8% | Added |
| Roman Butler Fullerton & Co | 11,781 | $2.45M | 0.79% | +151+1.3% | Added |
| Camarda Financial Advisors, LLC | 12,098 | $2.45M | 0.96% | +644+5.6% | Added |
| New Millennium Group LLC | 12,088 | $2.44M | 1.60% | +687+6.0% | Added |
| Lindenwold Advisors | 12,078 | $2.44M | 1.30% | −30−0.2% | Reduced |
| Byrne Asset Management LLC | 12,241 | $2.44M | 1.74% | −441−3.5% | Reduced |
| Wolff Wiese Magana LLC | 12,040 | $2.44M | 1.94% | +874+7.8% | Added |
| Solidarilty Wealth, LLC | 12,031 | $2.43M | 0.74% | +5,200+76.1% | Added |
| Aft, Forsyth & Company, Inc. | 12,026 | $2.43M | 1.24% | +1,001+9.1% | Added |
| Castle Rock Wealth Management, LLC | 11,820 | $2.43M | 0.61% | +12+0.1% | Added |
| Ulysses Management LLC | 12,000 | $2.43M | 0.58% | 00.0% | Unchanged |
| Financial Insights, Inc. | 11,989 | $2.42M | 0.67% | +403+3.5% | Added |
| BKM Wealth Management, LLC | 11,985 | $2.42M | 1.17% | −2,675−18.2% | Reduced |
| Marietta Investment Partners LLC | 11,983 | $2.42M | 0.53% | +20+0.2% | Added |
| Interchange Capital Partners, LLC | 11,974 | $2.42M | 0.89% | +8,771+273.8% | Added |
| WBH Advisory Inc | 11,973 | $2.42M | 0.25% | −993−7.7% | Reduced |
| Audent Global Asset Management, LLC | 11,966 | $2.42M | 2.52% | −719−5.7% | Reduced |
| Meadow Creek Wealth Advisors LLC | 11,957 | $2.42M | 2.29% | +573+5.0% | Added |
| Vivid Wealth Management, LLC | 11,941 | $2.42M | 1.35% | +6,735+129.4% | Added |
| Aldebaran Capital, LLC | 11,907 | $2.41M | 2.24% | 00.0% | Unchanged |
| HAP Trading, LLC | 11,883 | $2.40M | 1.05% | +11,883 | New |
| HF Advisory Group, LLC | 11,869 | $2.40M | 1.24% | −522−4.2% | Reduced |
| DAGCO, Inc. | 11,850 | $2.40M | 1.06% | −122−1.0% | Reduced |
| Waddell & Associates, LLC | 11,850 | $2.40M | 0.32% | +201+1.7% | Added |
| JPL Wealth Management, LLC | 11,842 | $2.40M | 1.17% | +1,037+9.6% | Added |
| Ambassador Advisors, LLC | 11,837 | $2.39M | 0.43% | +444+3.9% | Added |
| My Legacy Advisors, LLC | 11,809 | $2.39M | 0.76% | +583+5.2% | Added |
| Optas, LLC | 11,804 | $2.39M | 0.61% | +328+2.9% | Added |
| CMT Capital Markets Trading GmbH | 11,790 | $2.38M | 0.68% | −1,710−12.7% | Reduced |
| Catalina Capital Group, LLC | 11,746 | $2.38M | 0.90% | +2,330+24.7% | Added |
| Sierra Summit Advisors LLC | 11,728 | $2.37M | 0.59% | −624−5.1% | Reduced |
| MGB Wealth Management, LLC | 11,486 | $2.37M | 0.88% | +840+7.9% | Added |
| Acorn Wealth Advisors, LLC | 11,656 | $2.36M | 1.17% | +77+0.7% | Added |
| Prosperitas Financial LLC | 11,649 | $2.36M | 1.44% | +75+0.6% | Added |
| St. Johns Investment Management Company, LLC | 11,632 | $2.35M | 1.12% | +332+2.9% | Added |
| Woodward Diversified Capital, LLC | 11,631 | $2.35M | 1.38% | +1,075+10.2% | Added |
| Money Concepts Capital Corp | 11,623 | $2.35M | 0.20% | +352+3.1% | Added |
| Transamerica Financial Advisors, Inc. | 11,615 | $2.35M | 0.25% | 00.0% | Unchanged |
| MBA Advisors LLC | 11,612 | $2.35M | 1.20% | −130−1.1% | Reduced |
| HMS Capital Management, LLC | 11,597 | $2.35M | 1.22% | +920+8.6% | Added |
| Fortress Wealth Group, LLC | 11,150 | $2.35M | 1.18% | +494+4.6% | Added |
| Birchbrook, Inc. | 11,589 | $2.34M | 1.41% | −558−4.6% | Reduced |
| Weatherly Asset Management L. P. | 11,588 | $2.34M | 0.21% | −30−0.3% | Reduced |
| First County Bank | 11,582 | $2.34M | 1.20% | −893−7.2% | Reduced |
| BlackDiamond Wealth Management Inc. | 11,469 | $2.34M | 1.54% | +159+1.4% | Added |
| Paces Ferry Wealth Advisors, LLC | 11,548 | $2.34M | 1.41% | +9+0.1% | Added |
| Schrum Private Wealth Management LLC | 11,533 | $2.33M | 2.10% | +50.0% | Added |
| Evergreen Wealth Management, LLC | 11,488 | $2.32M | 1.54% | 00.0% | Unchanged |
| Oak Hill Wealth Advisors, LLC | 11,481 | $2.32M | 0.70% | +11,481 | New |
| Stableford Capital II LLC | 10,682 | $2.32M | 0.91% | +95+0.9% | Added |
| Sonata Capital Group Inc | 11,446 | $2.31M | 1.19% | −500−4.2% | Reduced |
| IPG Investment Advisors LLC | 11,442 | $2.31M | 0.51% | −4,252−27.1% | Reduced |
| First National Bank of Hutchinson | 11,439 | $2.31M | 1.48% | +634+5.9% | Added |
| Auxano Advisors, LLC | 11,425 | $2.31M | 0.64% | +231+2.1% | Added |
| Bigelow Investment Advisors, LLC | 11,413 | $2.31M | 1.10% | −23−0.2% | Reduced |
| Diversified, LLC | 11,397 | $2.31M | 0.27% | +1,659+17.0% | Added |
| Virtue Capital Management, LLC | 10,948 | $2.30M | 0.40% | +61+0.6% | Added |
| Zhang Financial LLC | 11,390 | $2.30M | 0.16% | +293+2.6% | Added |
| Donald L. Hagan, LLC | 11,382 | $2.30M | 1.22% | −1,066−8.6% | Reduced |
| Blue Square Asset Management, LLC | 11,363 | $2.30M | 1.34% | +267+2.4% | Added |
| Iams Wealth Management, LLC | 11,342 | $2.29M | 1.26% | +552+5.1% | Added |
| Park Edge Advisors, LLC | 11,324 | $2.29M | 0.70% | +249+2.2% | Added |
| Teza Capital Management LLC | 11,304 | $2.29M | 0.28% | −26,243−69.9% | Reduced |
| Windsor Capital Management, LLC | 11,277 | $2.28M | 0.71% | −128−1.1% | Reduced |
| Highview Capital Management LLC | 11,276 | $2.28M | 0.95% | +1,088+10.7% | Added |
| Hilltop National Bank | 11,255 | $2.28M | 0.73% | +865+8.3% | Added |
| American Investment Services, Inc. | 11,251 | $2.28M | 0.40% | −114−1.0% | Reduced |
| Redhawk Wealth Advisors, Inc. | 11,230 | $2.27M | 0.35% | −888−7.3% | Reduced |
| Kidder Stephen W | 11,222 | $2.27M | 0.71% | 00.0% | Unchanged |
| Axiom Advisory, LLC | 11,568 | $2.26M | 0.02% | +11,568 | New |
| Pinnacle Wealth Management Group, Inc. | 11,183 | $2.26M | 1.53% | +39+0.3% | Added |
| Birinyi Associates Inc | 11,158 | $2.26M | 0.68% | +10.0% | Added |
| Advisory Alpha, LLC | 11,152 | $2.26M | 0.09% | +1,112+11.1% | Added |
| Arcataur Capital Management LLC | 11,150 | $2.26M | 0.80% | −10.0% | Reduced |