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 |
|---|---|---|---|---|---|
| Aptus Capital Advisors, LLC | 206,678 | $41.8M | 0.79% | +27,961+15.6% | Added |
| Chilton Capital Management LLC | 206,378 | $41.7M | 1.87% | +14,984+7.8% | Added |
| Chesley Taft & Associates LLC | 205,946 | $41.7M | 2.09% | +2,029+1.0% | Added |
| Applied Finance Capital Management, LLC | 205,931 | $41.7M | 1.93% | +52,823+34.5% | Added |
| La Banque Postale Asset Management SA | 205,516 | $41.6M | 1.71% | −13,095−6.0% | Reduced |
| Oakworth Capital, Inc. | 205,176 | $41.5M | 3.03% | +4,803+2.4% | Added |
| Main Street Research LLC | 204,552 | $41.4M | 2.73% | +10,769+5.6% | Added |
| Northeast Investment Management | 204,122 | $41.3M | 1.94% | −804−0.4% | Reduced |
| Thomasville National Bank | 203,994 | $41.3M | 3.30% | +813+0.4% | Added |
| Braun Stacey Associates Inc | 202,757 | $41.0M | 1.59% | +6,114+3.1% | Added |
| Washington Trust Co | 201,523 | $40.8M | 1.49% | −6,559−3.2% | Reduced |
| Central Securities Corp | 200,000 | $40.5M | 3.99% | 00.0% | Unchanged |
| Clear Street LLC | 200,000 | $40.5M | 0.97% | +200,000 | New |
| Kempen Capital Management N.V. | 199,633 | $40.4M | 0.45% | +47,397+31.1% | Added |
| Holocene Advisors, LP | 199,626 | $40.4M | 0.17% | +199,626 | New |
| Illinois Municipal Retirement Fund | 199,248 | $40.3M | 0.61% | −16,592−7.7% | Reduced |
| Brinker Capital Investments, LLC | 198,939 | $40.2M | 0.42% | −17,486−8.1% | Reduced |
| Orion Portfolio Solutions, LLC | 198,939 | $40.2M | 0.42% | −17,486−8.1% | Reduced |
| Maple Capital Management, Inc. | 197,932 | $40.0M | 3.25% | +3,704+1.9% | Added |
| Wharton Business Group, LLC | 196,624 | $39.8M | 2.05% | −355−0.2% | Reduced |
| Gradient Investments LLC | 196,475 | $39.7M | 0.89% | −7,523−3.7% | Reduced |
| Conning Inc. | 196,659 | $39.7M | 1.43% | −25,059−11.3% | Reduced |
| Fort Pitt Capital Group, LLC | 196,332 | $39.7M | 1.21% | −9,851−4.8% | Reduced |
| Erste Asset Management GmbH | 197,653 | $39.6M | 0.53% | −8,000−3.9% | Reduced |
| First National Trust Co | 195,713 | $39.6M | 1.63% | −5,999−3.0% | Reduced |
| Rockland Trust Co | 194,960 | $39.4M | 2.08% | −2,320−1.2% | Reduced |
| Howe & Rusling Inc | 194,152 | $39.3M | 3.58% | +4,465+2.4% | Added |
| Meridian Wealth Management, LLC | 193,676 | $39.2M | 4.68% | +193,676 | New |
| St Germain D J Co Inc | 193,536 | $39.1M | 1.89% | −8,380−4.2% | Reduced |
| Moody Lynn & Lieberson, LLC | 193,324 | $39.1M | 2.56% | +1,305+0.7% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 193,115 | $39.1M | 0.95% | +4,975+2.6% | Added |
| LMCG Investments, LLC | 192,642 | $39.0M | 2.27% | +1,547+0.8% | Added |
| Chartwell Investment Partners, LLC | 191,516 | $38.7M | 1.36% | +2,569+1.4% | Added |
| Estabrook Capital Management | 191,137 | $38.7M | 5.95% | −3,195−1.6% | Reduced |
| Pictet & Cie (Europe) SA | 190,953 | $38.6M | 0.94% | +420.0% | Added |
| Highland Capital Management, LLC | 190,336 | $38.5M | 2.27% | −6,501−3.3% | Reduced |
| Silvercrest Asset Management Group LLC | 188,535 | $38.1M | 0.26% | −300.0% | Reduced |
| Private Management Group Inc | 188,022 | $38.0M | 1.46% | −2,568−1.3% | Reduced |
| Hyman Charles D | 185,884 | $37.6M | 2.10% | −287−0.2% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 185,640 | $37.5M | 0.13% | −104,692−36.1% | Reduced |
| Capital International Ltd | 184,935 | $37.4M | 1.72% | −2,000−1.1% | Reduced |
| Abrams Bison Investments, LLC | 184,000 | $37.2M | 3.65% | −219,000−54.3% | Reduced |
| Hartford Investment Management Co | 183,995 | $37.2M | 1.28% | −2,825−1.5% | Reduced |
| Payden & Rygel Investment Group | 183,450 | $37.1M | 3.00% | −43,300−19.1% | Reduced |
| Payden & Rygel | 183,450 | $37.1M | 3.00% | −43,300−19.1% | Reduced |
| Fort Washington Investment Advisors Inc | 182,648 | $36.9M | 0.24% | −97,812−34.9% | Reduced |
| TownSquare Capital, LLC | 182,627 | $36.9M | 0.50% | +12,971+7.6% | Added |
| Dakota Wealth Management | 182,521 | $36.9M | 0.87% | +1,215+0.7% | Added |
| Smith, Salley & Associates | 182,267 | $36.9M | 2.65% | +7,563+4.3% | Added |
| Nomura Holdings Inc | 181,966 | $36.8M | 0.24% | +15,744+9.5% | Added |
| Atria Wealth Solutions, Inc. | 181,573 | $36.7M | 0.41% | −8,676−4.6% | Reduced |
| Levin Capital Strategies, L.P. | 181,333 | $36.7M | 3.88% | −1,003−0.6% | Reduced |
| Matrix Asset Advisors Inc | 181,058 | $36.6M | 4.37% | −3,187−1.7% | Reduced |
| Equitable Holdings, Inc. | 181,027 | $36.6M | 0.39% | +2,869+1.6% | Added |
| Alpha Cubed Investments, LLC | 180,952 | $36.6M | 1.74% | −1,506−0.8% | Reduced |
| Eastern Bank | 179,860 | $36.4M | 1.47% | −6,150−3.3% | Reduced |
| Blue Chip Partners, Inc. | 178,894 | $36.2M | 3.34% | +1,452+0.8% | Added |
| American Assets Investment Management, LLC | 177,600 | $35.9M | 3.36% | 00.0% | Unchanged |
| KCM Investment Advisors LLC | 176,281 | $35.7M | 1.28% | +590+0.3% | Added |
| Madison Asset Management, LLC | 176,165 | $35.6M | 0.44% | −11,703−6.2% | Reduced |
| Quantinno Capital Management LP | 175,850 | $35.6M | 0.64% | +28,713+19.5% | Added |
| NS Partners Ltd | 175,372 | $35.5M | 1.61% | −1,926−1.1% | Reduced |
| Central Trust Co | 175,336 | $35.5M | 0.87% | +744+0.4% | Added |
| First National Bank of Omaha | 174,705 | $35.3M | 2.32% | +36,657+26.6% | Added |
| Anchor Capital Advisors LLC | 174,690 | $35.3M | 0.99% | −1,066−0.6% | Reduced |
| Alps Advisors Inc | 174,275 | $35.2M | 0.24% | −1,386−0.8% | Reduced |
| Independent Advisor Alliance | 173,631 | $35.1M | 1.20% | −4,914−2.8% | Reduced |
| Gratus Capital LLC | 173,117 | $35.0M | 1.41% | +8,792+5.4% | Added |
| Fishman Jay A Ltd | 172,068 | $34.8M | 3.67% | −193−0.1% | Reduced |
| Randolph Co Inc | 170,466 | $34.5M | 4.23% | −620.0% | Reduced |
| Northeast Financial Consultants Inc | 169,601 | $34.3M | 1.58% | −9,751−5.4% | Reduced |
| Allen Investment Management LLC | 169,431 | $34.3M | 0.42% | −627−0.4% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 169,295 | $34.2M | 2.11% | −248−0.1% | Reduced |
| Manitou Investment Management Ltd. | 168,210 | $34.0M | 7.61% | −36,937−18.0% | Reduced |
| Community Trust & Investment Co | 168,007 | $34.0M | 2.32% | −3,999−2.3% | Reduced |
| First Citizens Bank & Trust Co | 167,313 | $33.8M | 0.64% | −460.0% | Reduced |
| Congress Wealth Management LLC | 165,296 | $33.4M | 0.53% | +7,911+5.0% | Added |
| Sandy Spring Bank | 165,293 | $33.4M | 1.47% | −1,301−0.8% | Reduced |
| Securian Asset Management, Inc | 165,123 | $33.4M | 0.97% | −5,156−3.0% | Reduced |
| Cardinal Capital Management, Inc. | 164,596 | $33.3M | 1.28% | −19,005−10.4% | Reduced |
| Farmers & Merchants Investments Inc | 164,325 | $33.2M | 1.11% | −358−0.2% | Reduced |
| Fukoku Mutual Life Insurance Co | 163,917 | $33.2M | 2.55% | +5,540+3.5% | Added |
| Hantz Financial Services, Inc. | 163,209 | $33.0M | 0.63% | −6,228−3.7% | Reduced |
| Louisiana State Employees Retirement System | 162,500 | $32.9M | 0.63% | −5,800−3.4% | Reduced |
| National Mutual Insurance Federation of Agricultural Cooperatives | 160,900 | $32.5M | 0.32% | −24,000−13.0% | Reduced |
| Eagle Global Advisors LLC | 160,739 | $32.5M | 1.72% | −25,166−13.5% | Reduced |
| Marco Investment Management LLC | 160,467 | $32.5M | 2.99% | +1,422+0.9% | Added |
| HB Wealth Management, LLC | 160,229 | $32.4M | 0.38% | +9,362+6.2% | Added |
| Atlantic Union Bankshares Corp | 159,168 | $32.2M | 2.01% | +44,982+39.4% | Added |
| Stonebridge Capital Advisors LLC | 157,219 | $31.8M | 2.80% | −581−0.4% | Reduced |
| Segall Bryant & Hamill, LLC | 157,119 | $31.8M | 0.56% | +4,666+3.1% | Added |
| Rothschild Investment LLC | 156,932 | $31.7M | 2.21% | −7,479−4.5% | Reduced |
| MMBG Investment Advisors Co. | 156,770 | $31.7M | 3.40% | −12,980−7.6% | Reduced |
| Metis Global Partners, LLC | 156,544 | $31.7M | 1.09% | −221−0.1% | Reduced |
| Schwerin Boyle Capital Management Inc | 156,316 | $31.6M | 3.32% | 00.0% | Unchanged |
| Patient Capital Management, LLC | 155,979 | $31.5M | 1.68% | −60,745−28.0% | Reduced |
| Cornerstone Advisors, LLC | 155,900 | $31.5M | 1.28% | −5,200−3.2% | Reduced |
| Perfromance Wealth Partners, LLC | 155,864 | $31.5M | 1.16% | +37,793+32.0% | Added |
| GYL Financial Synergies, LLC | 155,071 | $31.4M | 2.42% | −3,235−2.0% | Reduced |
| Oak Associates, Ltd | 154,975 | $31.3M | 2.08% | −490.0% | Reduced |