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 |
|---|---|---|---|---|---|
| Meyer Handelman Co | 289,716 | $58.6M | 2.06% | +6,090+2.1% | Added |
| Aristotle Atlantic Partners, LLC | 289,453 | $58.5M | 1.90% | −25,606−8.1% | Reduced |
| Nicholas Company, Inc. | 289,170 | $58.5M | 0.97% | −93,125−24.4% | Reduced |
| PGGM Investments | 289,079 | $58.5M | 0.84% | +11,803+4.3% | Added |
| Fullerton Fund Management Co Ltd. | 287,995 | $58.2M | 2.61% | +284,639+8,481.5% | Added |
| Rokos Capital Management LLP | 288,016 | $58.2M | 1.34% | +69,585+31.9% | Added |
| Allworth Financial LP | 277,417 | $58.2M | 0.38% | +191,645+223.4% | Added |
| JustInvest LLC | 291,483 | $58.1M | 1.11% | +33,567+13.0% | Added |
| Jones Financial Companies LLLP | 287,126 | $58.1M | 0.07% | +116,387+68.2% | Added |
| Spears Abacus Advisors LLC | 286,134 | $57.9M | 1.20% | −2,133−0.7% | Reduced |
| Stephens Inc | 285,963 | $57.8M | 0.88% | +12,240+4.5% | Added |
| Kestra Private Wealth Services, LLC | 282,008 | $57.0M | 1.14% | +38,669+15.9% | Added |
| Vontobel Holding Ltd. | 281,997 | $57.0M | 0.19% | −21,527−7.1% | Reduced |
| Searle & Co. | 280,942 | $56.8M | 13.32% | +18,975+7.2% | Added |
| Tocqueville Asset Management L.P. | 280,806 | $56.8M | 0.94% | −2,565−0.9% | Reduced |
| Roffman Miller Associates Inc | 278,281 | $56.3M | 3.71% | −3,118−1.1% | Reduced |
| North Star Investment Management Corp. | 277,981 | $56.2M | 4.12% | −14,015−4.8% | Reduced |
| Capital International Sarl | 276,249 | $55.9M | 1.71% | +9,654+3.6% | Added |
| ING Groep NV | 275,255 | $55.7M | 0.33% | −89,269−24.5% | Reduced |
| Atria Investments LLC | 274,688 | $55.6M | 0.72% | +6,348+2.4% | Added |
| Wealthfront Advisers LLC | 270,909 | $54.8M | 0.18% | +6,103+2.3% | Added |
| Beacon Investment Advisory Services, Inc. | 270,518 | $54.7M | 2.35% | −713−0.3% | Reduced |
| Ieq Capital, LLC | 270,246 | $54.7M | 0.74% | +16,765+6.6% | Added |
| Andra AP-fonden | 270,000 | $54.6M | 0.92% | +121,800+82.2% | Added |
| Deprince Race & Zollo Inc | 265,599 | $53.7M | 1.20% | −15,864−5.6% | Reduced |
| Sequoia Financial Advisors, LLC | 265,413 | $53.7M | 0.65% | −9,668−3.5% | Reduced |
| iA Global Asset Management Inc. | 264,616 | $53.5M | 1.02% | −160,951−37.8% | Reduced |
| Capitolis Liquid Global Markets LLC | 262,600 | $53.1M | 0.66% | −307,500−53.9% | Reduced |
| MBB Public Markets I LLC | 260,764 | $52.7M | 1.09% | +175,698+206.5% | Added |
| Hosking Partners LLP | 259,054 | $52.4M | 1.94% | +15,252+6.3% | Added |
| Kimelman & Baird, LLC | 258,613 | $52.3M | 4.31% | +258,613 | New |
| Country Trust Bank | 256,950 | $52.0M | 1.31% | −1,930−0.7% | Reduced |
| Lazard Asset Management LLC | 254,907 | $51.6M | 0.06% | −51,239−16.7% | Reduced |
| Markel Group Inc.SuperinvestorMarkel Group | 252,550 | $51.1M | 0.50% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 252,502 | $51.1M | 0.85% | −3,167−1.2% | Reduced |
| Daymark Wealth Partners, LLC | 350,003 | $50.7M | 2.32% | +9,997+2.9% | Added |
| Prudential PLC | 250,235 | $50.6M | 0.35% | +57,082+29.6% | Added |
| JPB Foundation | 249,855 | $50.5M | 5.41% | −50,000−16.7% | Reduced |
| Cornerstone Investment Partners, LLC | 249,219 | $50.4M | 2.49% | −45,056−15.3% | Reduced |
| Clearstead Advisors, LLC | 248,867 | $50.3M | 0.86% | +130,904+111.0% | Added |
| Crestwood Advisors Group LLC | 248,708 | $50.3M | 1.04% | +1,518+0.6% | Added |
| ZWJ Investment Counsel Inc | 248,584 | $50.3M | 2.21% | −2,554−1.0% | Reduced |
| Sabal Trust CO | 248,433 | $50.2M | 2.99% | −10,791−4.2% | Reduced |
| Todd Asset Management LLC | 248,421 | $50.2M | 1.04% | +18,685+8.1% | Added |
| Foundry Partners, LLC | 247,766 | $50.1M | 2.69% | +245+0.1% | Added |
| Argent Capital Management LLC | 247,466 | $50.1M | 1.47% | −3,387−1.4% | Reduced |
| Oregon Public Employees Retirement Fund | 246,674 | $49.9M | 0.99% | −497−0.2% | Reduced |
| McDonald Capital Investors Inc | 246,672 | $49.9M | 3.12% | +255+0.1% | Added |
| Elo Mutual Pension Insurance Co | 245,553 | $49.7M | 1.16% | −18,604−7.0% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 245,183 | $49.6M | 1.70% | +4,550+1.9% | Added |
| Allianz SE | 244,411 | $49.4M | 1.45% | +4,084+1.7% | Added |
| Destination Wealth Management | 244,313 | $49.4M | 1.63% | −11,476−4.5% | Reduced |
| Nexus Investment Management ULC | 243,197 | $49.2M | 5.17% | −17,690−6.8% | Reduced |
| First Horizon Advisors, Inc. | 242,767 | $49.1M | 1.49% | −1,552−0.6% | Reduced |
| Modera Wealth Management, LLC | 242,244 | $49.0M | 0.72% | −7,092−2.8% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 241,818 | $48.9M | 1.62% | +25,169+11.6% | Added |
| Cambiar Investors LLC | 241,209 | $48.8M | 1.91% | −3,533−1.4% | Reduced |
| Busey Wealth Management | 239,716 | $48.5M | 1.66% | +3,554+1.5% | Added |
| Pacer Advisors, Inc. | 238,357 | $48.2M | 0.11% | +7,324+3.2% | Added |
| Gamco Investors, Inc. Et Al | 237,740 | $48.1M | 0.52% | −13,386−5.3% | Reduced |
| Boston Private Wealth LLC | 237,508 | $48.0M | 1.19% | −14,118−5.6% | Reduced |
| Gulf International Bank (UK) Ltd | 235,994 | $47.7M | 1.21% | −10,591−4.3% | Reduced |
| First Manhattan Co | 235,919 | $47.7M | 0.15% | −4,838−2.0% | Reduced |
| Jupiter Asset Management Ltd | 235,360 | $47.6M | 0.45% | +27,914+13.5% | Added |
| Moran Wealth Management, LLC | 233,742 | $47.3M | 1.56% | +4,602+2.0% | Added |
| Polar Capital Holdings Plc | 231,980 | $46.9M | 0.28% | −18,256−7.3% | Reduced |
| Ingalls & Snyder LLC | 230,863 | $46.7M | 2.02% | −4,872−2.1% | Reduced |
| Salem Investment Counselors Inc | 230,449 | $46.6M | 1.50% | −939−0.4% | Reduced |
| Bryn Mawr Trust Co | 230,165 | $46.6M | 1.79% | −2,289−1.0% | Reduced |
| NorthCrest Asset Manangement, LLC | 229,056 | $46.3M | 1.54% | +3,697+1.6% | Added |
| Nippon Life Global Investors Americas, Inc. | 229,020 | $46.3M | 2.04% | +160+0.1% | Added |
| HighPoint Advisor Group LLC | 214,343 | $46.1M | 2.75% | +28,041+15.1% | Added |
| Private Wealth Partners, LLC | 227,302 | $46.0M | 3.45% | −6,942−3.0% | Reduced |
| Villere St Denis J & Co LLC | 226,961 | $45.9M | 3.88% | −3,931−1.7% | Reduced |
| Johnson Investment Counsel Inc | 226,771 | $45.9M | 0.48% | −1,057−0.5% | Reduced |
| Hancock Whitney Corp | 226,098 | $45.7M | 1.55% | −22,283−9.0% | Reduced |
| Natixis Investment Managers International | 226,090 | $45.7M | 3.41% | +10,030+4.6% | Added |
| Maryland State Retirement & Pension System | 223,424 | $45.2M | 0.83% | −2,437−1.1% | Reduced |
| Baker Avenue Asset Management, LP | 222,935 | $45.1M | 1.54% | −3,314−1.5% | Reduced |
| Mizuho Securities USA LLC | 221,413 | $44.8M | 0.99% | +221,413 | New |
| Stratos Wealth Partners, LTD. | 220,196 | $44.5M | 0.71% | −2,701−1.2% | Reduced |
| Heritage Investors Management Corp | 220,039 | $44.5M | 1.55% | −6,678−2.9% | Reduced |
| BNP Paribas | 220,066 | $44.4M | 2.24% | −7,363−3.2% | Reduced |
| Samlyn Capital, LLC | 219,374 | $44.4M | 0.76% | −461,616−67.8% | Reduced |
| Polaris Capital Management, LLC | 217,251 | $43.9M | 2.35% | −5,000−2.2% | Reduced |
| Venture Visionary Partners LLC | 216,479 | $43.8M | 2.02% | +1,787+0.8% | Added |
| Kentucky Retirement Systems | 216,398 | $43.8M | 1.27% | −3,154−1.4% | Reduced |
| Capital Investment Advisors, LLC | 216,013 | $43.7M | 0.99% | +2,747+1.3% | Added |
| Two Sigma Investments, LP | 215,478 | $43.6M | 0.10% | +208,678+3,068.8% | Added |
| Squarepoint Ops LLC | 213,748 | $43.2M | 0.16% | −127,086−37.3% | Reduced |
| Mill Capital Management, LLC | 213,043 | $43.1M | 3.56% | +1,271+0.6% | Added |
| Howard Capital Management Group, LLC | 212,810 | $43.0M | 3.17% | −783−0.4% | Reduced |
| FreeGulliver LLC | 212,335 | $42.9M | 29.36% | +240.0% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 212,272 | $42.9M | 0.45% | −20,437−8.8% | Reduced |
| Crossmark Global Holdings, Inc. | 211,709 | $42.8M | 0.82% | +8,778+4.3% | Added |
| Klingenstein Fields & Co LP | 211,415 | $42.8M | 1.77% | −1,644−0.8% | Reduced |
| Mediolanum International Funds Ltd | 229,588 | $42.7M | 0.70% | +9,078+4.1% | Added |
| Taurus Asset Management, LLC | 208,619 | $42.2M | 4.27% | −38,354−15.5% | Reduced |
| Clifford Swan Investment Counsel LLC | 207,959 | $42.1M | 1.57% | −2,620−1.2% | Reduced |
| Trust Co of Vermont | 207,792 | $42.0M | 2.28% | −801−0.4% | Reduced |