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; 5,157 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 | 5,157 | $643.7B |
| Q1 2026 | 5,102 | $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 | 4,679 | $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 | 3,711 | $297.0B |
| Q2 2023 | 3,672 | $297.6B |
| Q1 2023 | 3,612 | $266.3B |
| Q4 2022 | 3,629 | $278.3B |
| Q3 2022 | 3,396 | $212.9B |
| Q2 2022 | 3,428 | $229.3B |
| Q1 2022 | 3,519 | $278.9B |
| Q4 2021 | 3,594 | $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 |
|---|---|---|---|---|---|
| Pinnacle Associates Ltd | 457,014 | $92.4M | 1.45% | −14,784−3.1% | Reduced |
| Pathstone Holdings, LLC | 454,876 | $92.0M | 0.42% | +2,601+0.6% | Added |
| IMC-Chicago, LLC | 451,442 | $91.3M | 2.93% | +451,442 | New |
| MUFG Securities EMEA plc | 449,999 | $91.0M | 4.06% | +449,999 | New |
| Financial Counselors Inc | 449,734 | $91.0M | 1.46% | −7,376−1.6% | Reduced |
| SG Americas Securities, LLC | 441,496 | $89.3M | 0.56% | +63,312+16.7% | Added |
| Advisors Capital Management, LLC | 440,257 | $89.0M | 1.55% | +4,513+1.0% | Added |
| AE Wealth Management LLC | 439,399 | $88.9M | 0.89% | +74,706+20.5% | Added |
| Cooke & Bieler LP | 437,314 | $88.5M | 0.85% | −17,947−3.9% | Reduced |
| Stock Yards Bank & Trust Co | 436,471 | $88.3M | 2.92% | −14,204−3.2% | Reduced |
| Manning & Napier Advisors LLC | 433,384 | $87.7M | 0.99% | +433,384 | New |
| Gabelli Funds LLC | 431,147 | $87.2M | 0.66% | −7,075−1.6% | Reduced |
| Beck Mack & Oliver LLC | 430,114 | $87.0M | 1.80% | +485+0.1% | Added |
| Ofi Invest Asset Management | 459,562 | $86.7M | 2.30% | −2,055−0.4% | Reduced |
| Glenview Trust Co | 421,034 | $85.2M | 1.71% | +255+0.1% | Added |
| Daiwa Securities Group Inc. | 420,057 | $85.0M | 0.45% | +49,937+13.5% | Added |
| Berkshire Asset Management LLC | 419,868 | $84.9M | 4.23% | +20,945+5.3% | Added |
| Yousif Capital Management, LLC | 419,005 | $84.7M | 0.96% | −11,546−2.7% | Reduced |
| Employees Provident Fund Board | 418,831 | $84.7M | 1.36% | −21,169−4.8% | Reduced |
| Park National Corp | 418,182 | $84.6M | 3.13% | −27,640−6.2% | Reduced |
| Xponance, Inc. | 415,902 | $84.1M | 0.86% | −32,301−7.2% | Reduced |
| D.A. Davidson & Co. | 409,906 | $82.9M | 0.73% | +1,383+0.3% | Added |
| Border to Coast Pensions Partnership Ltd | 408,929 | $82.7M | 1.95% | −14,563−3.4% | Reduced |
| Adviser Investments LLC | 407,218 | $82.4M | 1.09% | −5,209−1.3% | Reduced |
| RMB Capital Management, LLC | 406,636 | $82.2M | 1.97% | −29,041−6.7% | Reduced |
| HRT Financial LP | 406,639 | $82.2M | 0.46% | +280,732+223.0% | Added |
| AMF Pensionsforsakring AB | 404,334 | $81.8M | 0.61% | −562,360−58.2% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 403,675 | $81.6M | 1.34% | +5,439+1.4% | Added |
| E. Ohman J:or Asset Management AB | 402,774 | $81.5M | 2.02% | −2,900−0.7% | Reduced |
| Guidance Point Advisors, LLC | 401,743 | $81.3M | 25.37% | +80.0% | Added |
| Hardy Reed LLC | 400,801 | $81.1M | 8.14% | +18,252+4.8% | Added |
| Associated Banc-Corp | 398,243 | $80.5M | 2.51% | +921+0.2% | Added |
| Groupama Asset Managment | 398,147 | $80.5M | 1.66% | +7,618+2.0% | Added |
| Beacon Pointe Advisors, LLC | 394,968 | $79.9M | 0.95% | −9,996−2.5% | Reduced |
| New York Life Investment Management LLC | 394,242 | $79.7M | 0.80% | −515−0.1% | Reduced |
| Prio Wealth Limited Partnership | 394,176 | $79.7M | 2.38% | −48,304−10.9% | Reduced |
| Cullen/Frost Bankers, Inc. | 392,733 | $79.4M | 1.15% | −9,170−2.3% | Reduced |
| Mutual of America Capital Management LLC | 392,516 | $79.4M | 0.87% | −5,180−1.3% | Reduced |
| Becker Capital Management Inc | 390,622 | $79.0M | 2.71% | −4,294−1.1% | Reduced |
| United Capital Financial Advisers, LLC | 387,666 | $78.4M | 0.67% | −60,175−13.4% | Reduced |
| Swiss Life Asset Management Ltd | 386,928 | $78.3M | 0.92% | +28,120+7.8% | Added |
| M&G Plc | 386,921 | $78.2M | 0.46% | −73,530−16.0% | Reduced |
| TCTC Holdings, LLC | 385,215 | $77.9M | 2.68% | −3,369−0.9% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 382,227 | $77.3M | 0.26% | −13,072−3.3% | Reduced |
| Smith Chas P & Associates Pa Cpas | 380,884 | $77.0M | 4.57% | −7,438−1.9% | Reduced |
| Gunn & Co Investment Management, Inc. | 380,884 | $77.0M | 4.57% | +348,810+1,087.5% | Added |
| Global Frontier Investments LLC | 379,000 | $76.7M | 22.88% | 00.0% | Unchanged |
| Vaughan David Investments LLC | 369,166 | $74.7M | 1.89% | −6,044−1.6% | Reduced |
| Waters Parkerson & Co., LLC | 366,160 | $74.1M | 3.94% | −7,527−2.0% | Reduced |
| Barr E S & Co | 364,694 | $73.8M | 4.84% | −224,634−38.1% | Reduced |
| RNC Capital Management LLC | 363,669 | $73.6M | 4.08% | +15,191+4.4% | Added |
| Raymond James Trust N.A. | 363,622 | $73.5M | 1.73% | +2,259+0.6% | Added |
| Envestnet Portfolio Solutions, Inc. | 362,246 | $73.3M | 0.26% | −6,184−1.7% | Reduced |
| ABN AMRO Bank N.V. | 357,218 | $72.9M | 1.10% | +20,232+6.0% | Added |
| Oppenheimer & Co Inc | 360,282 | $72.9M | 1.16% | +13,164+3.8% | Added |
| MAI Capital Management | 357,135 | $72.2M | 0.71% | +2,968+0.8% | Added |
| Principle Wealth Partners LLC | 353,866 | $71.6M | 5.45% | −342−0.1% | Reduced |
| Carnegie Capital Asset Management, LLC | 352,165 | $71.2M | 2.22% | −4,773−1.3% | Reduced |
| Banco Santander, S.A. | 350,595 | $70.9M | 0.88% | +15,697+4.7% | Added |
| Guggenheim Capital LLC | 346,973 | $70.2M | 0.50% | +19,403+5.9% | Added |
| Davis R M Inc | 344,777 | $69.7M | 1.42% | −3,094−0.9% | Reduced |
| CWM, LLC | 341,662 | $69.1M | 0.33% | +14,351+4.4% | Added |
| Flputnam Investment Management Co | 341,234 | $69.0M | 1.29% | +7,973+2.4% | Added |
| Impax Asset Management Group plc | 338,351 | $68.4M | 0.28% | −70,221−17.2% | Reduced |
| Seizert Capital Partners, LLC | 337,482 | $68.3M | 3.39% | −30,740−8.3% | Reduced |
| Henshaw Capital LLC | 337,139 | $68.2M | 3.08% | 00.0% | Unchanged |
| Donaldson Capital Management, LLC | 335,986 | $68.0M | 2.85% | −7,516−2.2% | Reduced |
| Private Advisor Group, LLC | 332,828 | $67.0M | 0.45% | +550+0.2% | Added |
| United Services Automobile Association | 329,354 | $66.6M | 1.69% | −9,916−2.9% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 328,330 | $66.4M | 0.16% | +328,330 | New |
| HM Payson & Co | 326,083 | $66.0M | 1.20% | +79,891+32.5% | Added |
| Mesirow Financial Investment Management, Inc. | 324,833 | $65.7M | 1.48% | −3,510−1.1% | Reduced |
| Quintet Private Bank (Europe) S.A. | 277,137 | $65.6M | 3.80% | −42,472−13.3% | Reduced |
| Waverton Investment Management Ltd | 323,458 | $65.5M | 1.23% | +15,956+5.2% | Added |
| State of Alaska, Department of Revenue | 321,237 | $65.0M | 0.73% | −4,375−1.3% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 318,769 | $64.5M | 0.75% | −16,600−4.9% | Reduced |
| Wesbanco Bank Inc | 318,699 | $64.5M | 2.41% | −4,780−1.5% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 317,431 | $64.2M | 4.30% | −6,200−1.9% | Reduced |
| Massmutual Trust Co FSB | 313,425 | $63.4M | 1.92% | +493+0.2% | Added |
| Whittier Trust Co of Nevada Inc | 309,910 | $62.7M | 1.74% | −453−0.1% | Reduced |
| Welch Group, LLC | 309,063 | $62.5M | 3.00% | −5,974−1.9% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 308,417 | $62.4M | 0.66% | −39,227−11.3% | Reduced |
| Dodge & Cox | 307,915 | $62.3M | 0.04% | −12,650−3.9% | Reduced |
| Avantax Advisory Services, Inc. | 307,348 | $62.2M | 0.44% | +111,693+57.1% | Added |
| Synovus Financial Corp | 307,308 | $62.2M | 0.82% | −3,801−1.2% | Reduced |
| Fiduciary Trust Co | 307,004 | $62.1M | 0.93% | +3,991+1.3% | Added |
| Lido Advisors, LLC | 306,401 | $62.0M | 0.51% | +69,900+29.6% | Added |
| Meitav Dash Investments Ltd | 305,499 | $61.7M | 1.10% | −68,087−18.2% | Reduced |
| Adams Diversified Equity Fund, Inc. | 304,363 | $61.6M | 2.10% | 00.0% | Unchanged |
| Susquehanna Fundamental Investments, LLC | 303,656 | $61.4M | 1.42% | +126,500+71.4% | Added |
| NewEdge Wealth, LLC | 302,407 | $61.2M | 1.32% | +6,679+2.3% | Added |
| Ancora Advisors, LLC | 301,141 | $60.9M | 1.51% | −2,825−0.9% | Reduced |
| Citizens Financial Group Inc | 300,858 | $60.9M | 1.35% | +121,186+67.4% | Added |
| Ceredex Value Advisors LLC | 299,135 | $60.5M | 1.14% | +30,938+11.5% | Added |
| Miller Howard Investments Inc | 298,594 | $60.4M | 2.00% | −6,738−2.2% | Reduced |
| Bokf, NA | 297,821 | $60.2M | 1.08% | −5,888−1.9% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 296,690 | $60.0M | 1.48% | +2,136+0.7% | Added |
| Argent Trust Co | 293,625 | $59.4M | 2.61% | +607+0.2% | Added |
| Brandes Investment Partners, LP | 291,837 | $59.0M | 0.73% | −65,220−18.3% | Reduced |
| Achmea Investment Management B.V. | 290,666 | $58.8M | 1.05% | +50,993+21.3% | Added |