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
- 4,182
- +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
- 1,742 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 | 5,103 | $572.1B |
| Q4 2025 | 5,155 | $639.5B |
| Q3 2025 | 4,766 | $618.0B |
| Q2 2025 | 4,753 | $582.4B |
| Q1 2025 | 4,680 | $494.6B |
| Q4 2024 | 4,680 | $490.0B |
| Q3 2024 | 4,216 | $429.4B |
| Q2 2024 | 4,182 | $416.2B |
| Q1 2024 | 4,121 | $414.5B |
| Q4 2023 | 4,002 | $351.8B |
| Q3 2023 | 3,711 | $297.0B |
| Q2 2023 | 3,673 | $297.6B |
| Q1 2023 | 3,613 | $266.3B |
| Q4 2022 | 3,629 | $278.3B |
| Q3 2022 | 3,396 | $212.9B |
| Q2 2022 | 3,428 | $229.3B |
| Q1 2022 | 3,520 | $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 |
|---|---|---|---|---|---|
| Lowe Brockenbrough & Co Inc | 154,662 | $31.3M | 2.08% | −1,963−1.3% | Reduced |
| Parallax Volatility Advisers, L.P. | 153,542 | $31.1M | 0.79% | −42,309−21.6% | Reduced |
| Wilsey Asset Management Inc | 153,388 | $31.0M | 6.52% | −26,459−14.7% | Reduced |
| Janney Capital Management LLC | 153,282 | $31.0M | 2.19% | −6,469−4.0% | Reduced |
| Appleton Partners Inc | 153,193 | $31.0M | 2.39% | −7,928−4.9% | Reduced |
| South State Corp. | 152,554 | $30.9M | 2.25% | +5,425+3.7% | Added |
| Franklin Street Advisors Inc | 151,555 | $30.7M | 2.19% | −4,972−3.2% | Reduced |
| Advisory Services Network, LLC | 151,477 | $30.6M | 0.63% | +5,342+3.7% | Added |
| Carret Asset Management, LLC | 151,315 | $30.6M | 3.57% | −782−0.5% | Reduced |
| Sit Investment Associates Inc | 150,285 | $30.4M | 0.70% | −6,915−4.4% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 150,007 | $30.3M | 1.33% | +119,747+395.7% | Added |
| Galvin, Gaustad & Stein, LLC | 149,579 | $30.3M | 2.81% | −11,980−7.4% | Reduced |
| SpiderRock Advisors, LLC | 149,183 | $30.2M | 0.79% | −161−0.1% | Reduced |
| WSFS Capital Management, LLC | 148,760 | $30.1M | 1.66% | −409−0.3% | Reduced |
| LaFleur & Godfrey LLC | 148,287 | $30.0M | 4.40% | −3,858−2.5% | Reduced |
| Valeo Financial Advisors, LLC | 172,528 | $30.0M | 0.94% | −1,704−1.0% | Reduced |
| Meiji Yasuda Life Insurance Co | 147,529 | $29.8M | 0.60% | +9,827+7.1% | Added |
| First Fiduciary Investment Counsel, Inc. | 147,296 | $29.8M | 6.46% | −2,085−1.4% | Reduced |
| FineMark National Bank & Trust | 147,260 | $29.8M | 1.10% | −1,345−0.9% | Reduced |
| NFJ Investment Group, LLC | 147,207 | $29.8M | 0.91% | −10,941−6.9% | Reduced |
| RSM US Wealth Management LLC | 144,718 | $29.7M | 0.50% | +81,923+130.5% | Added |
| Abn Amro Investment Solutions | 146,406 | $29.6M | 0.54% | +1,639+1.1% | Added |
| NBT Bank N A | 146,329 | $29.6M | 2.12% | −480.0% | Reduced |
| New Mexico Educational Retirement Board | 145,650 | $29.5M | 1.03% | 00.0% | Unchanged |
| Oversea-Chinese Banking CORP Ltd | 145,397 | $29.4M | 0.89% | −20,063−12.1% | Reduced |
| Wesleyan Assurance Society | 145,257 | $29.4M | 2.55% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 144,588 | $29.2M | 0.37% | +1,418+1.0% | Added |
| Integrated Wealth Concepts LLC | 144,281 | $29.2M | 0.40% | +4,535+3.2% | Added |
| Neville Rodie & Shaw Inc | 143,898 | $29.1M | 2.21% | −821−0.6% | Reduced |
| VGI Partners Ltd | 143,735 | $29.1M | 3.01% | −385−0.3% | Reduced |
| Moore Capital Management, LP | 143,426 | $29.0M | 0.64% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 143,223 | $29.0M | 0.81% | +7,066+5.2% | Added |
| Bridgeway Capital Management, LLC | 143,169 | $29.0M | 0.68% | −85,320−37.3% | Reduced |
| Parsons Capital Management Inc | 142,963 | $28.9M | 1.97% | −1,602−1.1% | Reduced |
| Snowden Capital Advisors LLC | 142,549 | $28.8M | 0.86% | +141+0.1% | Added |
| National Asset Management, Inc. | 141,404 | $28.6M | 0.73% | −21,563−13.2% | Reduced |
| Palisade Capital Management LLC | 141,080 | $28.5M | 0.78% | +1,926+1.4% | Added |
| Bollard Group LLC | 140,905 | $28.5M | 0.80% | +838+0.6% | Added |
| Axxcess Wealth Management, LLC | 139,839 | $28.3M | 0.77% | −27,218−16.3% | Reduced |
| Dixon Mitchell Investment Counsel Inc. | 137,460 | $28.1M | 1.41% | +3,160+2.4% | Added |
| First Foundation Advisors | 138,542 | $28.0M | 1.07% | −3,492−2.5% | Reduced |
| Tower Research Capital LLC (TRC) | 137,959 | $27.9M | 0.47% | +17,529+14.6% | Added |
| Patten & Patten Inc | 137,825 | $27.9M | 1.95% | −1,353−1.0% | Reduced |
| Evergreen Capital Management LLC | 137,606 | $27.8M | 1.01% | +3,346+2.5% | Added |
| Great Valley Advisor Group, Inc. | 136,852 | $27.7M | 0.77% | +6,710+5.2% | Added |
| Kanawha Capital Management LLC | 136,831 | $27.7M | 2.17% | +2,985+2.2% | Added |
| Edgar Lomax Co | 136,540 | $27.6M | 1.79% | −2,390−1.7% | Reduced |
| Arvest Trust Co N A | 136,205 | $27.5M | 1.64% | −6,390−4.5% | Reduced |
| Gemsstock Limited | 136,000 | $27.5M | 8.77% | +4,500+3.4% | Added |
| Bailard, Inc. | 135,941 | $27.5M | 0.76% | +20.0% | Added |
| Marex Group plc | 135,064 | $27.3M | 0.73% | +91,872+212.7% | Added |
| Toroso Investments, LLC | 135,012 | $27.3M | 0.38% | +31,622+30.6% | Added |
| Prime Capital Investment Advisors, LLC | 134,472 | $27.2M | 0.40% | −16,012−10.6% | Reduced |
| Moors & Cabot, Inc. | 134,278 | $27.2M | 1.45% | −1,027−0.8% | Reduced |
| Dana Investment Advisors, Inc. | 134,082 | $27.1M | 0.92% | +13,615+11.3% | Added |
| Penobscot Investment Management Company, Inc. | 133,469 | $27.0M | 2.60% | +11,088+9.1% | Added |
| Abner Herrman & Brock LLC | 132,609 | $26.8M | 3.40% | −4,271−3.1% | Reduced |
| Osborne Partners Capital Management, LLC | 132,306 | $26.8M | 1.60% | −597−0.4% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 131,234 | $26.5M | 3.21% | +1,042+0.8% | Added |
| Albion Financial Group | 130,641 | $26.4M | 1.99% | −240−0.2% | Reduced |
| Tower Bridge Advisors | 130,532 | $26.4M | 2.93% | −3,517−2.6% | Reduced |
| Narwhal Capital Management | 130,378 | $26.4M | 2.49% | −7,598−5.5% | Reduced |
| Absher Wealth Management, LLC | 130,294 | $26.4M | 3.70% | −9,861−7.0% | Reduced |
| Intech Investment Management LLC | 130,068 | $26.3M | 0.33% | −38,676−22.9% | Reduced |
| TCG Advisory Services, LLC | 130,019 | $26.3M | 1.27% | +4,857+3.9% | Added |
| TruWealth Advisors, LLC | 129,538 | $26.2M | 1.74% | +1,625+1.3% | Added |
| Bourgeon Capital Management LLC | 128,959 | $26.1M | 5.11% | +274+0.2% | Added |
| Logan Capital Management Inc | 128,907 | $26.1M | 1.12% | −2,668−2.0% | Reduced |
| Alley Investment Management Company, LLC | 128,355 | $26.0M | 3.55% | −4,285−3.2% | Reduced |
| Parallel Advisors, LLC | 127,356 | $25.8M | 0.66% | +1,585+1.3% | Added |
| BLB&B Advisors, LLC | 127,249 | $25.7M | 1.41% | −677−0.5% | Reduced |
| Rempart Asset Management Inc. | 126,714 | $25.6M | 5.05% | −3,759−2.9% | Reduced |
| Resources Management Corp | 126,531 | $25.6M | 3.72% | −1,805−1.4% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 126,159 | $25.5M | 2.28% | +259+0.2% | Added |
| Greenleaf Trust | 125,730 | $25.4M | 0.24% | +580+0.5% | Added |
| Nemes Rush Group LLC | 125,400 | $25.4M | 3.48% | +1,113+0.9% | Added |
| Noesis Capital Mangement Corp | 125,235 | $25.3M | 5.62% | +169+0.1% | Added |
| Callahan Advisors, LLC | 125,102 | $25.3M | 2.63% | −8,843−6.6% | Reduced |
| RiverFront Investment Group, LLC | 124,513 | $25.2M | 0.67% | +63,571+104.3% | Added |
| Shufro Rose & Co LLC | 124,304 | $25.1M | 2.05% | −469−0.4% | Reduced |
| Lockheed Martin Investment Management Co | 124,190 | $25.1M | 1.45% | +85,450+220.6% | Added |
| Vestor Capital, LLC | 124,086 | $25.1M | 2.02% | −25,199−16.9% | Reduced |
| Dnca Finance | 124,016 | $25.1M | 2.15% | +124,016 | New |
| Gladstone Institutional Advisory LLC | 124,005 | $25.1M | 1.31% | +7,982+6.9% | Added |
| Savant Capital, LLC | 123,445 | $25.0M | 0.25% | +1,248+1.0% | Added |
| KMG Fiduciary Partners, LLC | 123,393 | $25.0M | 2.45% | +400.0% | Added |
| Park Avenue Securities LLC | 123,329 | $24.9M | 0.30% | +1,173+1.0% | Added |
| HBK Sorce Advisory LLC | 123,312 | $24.9M | 0.87% | −2,394−1.9% | Reduced |
| First Long Island Investors, LLC | 123,189 | $24.9M | 2.11% | −2,784−2.2% | Reduced |
| Railway Pension Investments Ltd | 122,600 | $24.8M | 0.30% | +2,100+1.7% | Added |
| Easterly Investment Partners LLC | 121,622 | $24.6M | 2.16% | −7,677−5.9% | Reduced |
| Harvest Portfolios Group Inc. | 121,575 | $24.6M | 0.94% | −12,216−9.1% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 121,484 | $24.6M | 2.01% | +3,600+3.1% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 121,288 | $24.5M | 1.00% | +6,602+5.8% | Added |
| ARS Wealth Advisors Group, LLC | 121,227 | $24.5M | 3.18% | −1,209−1.0% | Reduced |
| Culbertson A N & Co Inc | 120,968 | $24.5M | 4.27% | −2,019−1.6% | Reduced |
| First American Bank | 120,931 | $24.5M | 1.83% | −120−0.1% | Reduced |
| Apollon Wealth Management, LLC | 120,547 | $24.4M | 0.74% | −1,905−1.6% | Reduced |
| Rakuten Investment Management, Inc. | 122,276 | $24.4M | 0.16% | +44,536+57.3% | Added |
| Old National Bancorp | 120,072 | $24.3M | 0.57% | −16,323−12.0% | Reduced |