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 |
|---|---|---|---|---|---|
| Perigon Wealth Management, LLC | 120,066 | $24.3M | 0.70% | +420+0.4% | Added |
| ProVise Management Group, LLC | 118,781 | $24.0M | 2.04% | −358−0.3% | Reduced |
| TAM Capital Management Inc. | 118,476 | $24.0M | 14.38% | +46,719+65.1% | Added |
| Alerus Financial NA | 118,325 | $23.9M | 1.79% | −3,710−3.0% | Reduced |
| GW&K Investment Management, LLC | 118,279 | $23.9M | 0.22% | +35,822+43.4% | Added |
| Warren Averett Asset Management, LLC | 117,971 | $23.9M | 0.47% | +39,739+50.8% | Added |
| Clear Harbor Asset Management, LLC | 117,386 | $23.7M | 2.07% | −2,370−2.0% | Reduced |
| Private Capital Management, LLC | 115,936 | $23.4M | 2.78% | −3,596−3.0% | Reduced |
| CBOE Vest Financial, LLC | 115,604 | $23.4M | 0.56% | +19,424+20.2% | Added |
| Kingsview Wealth Management, LLC | 115,256 | $23.3M | 0.55% | +4,384+4.0% | Added |
| Worldquant Millennium Advisors LLC | 115,147 | $23.3M | 0.21% | +60,522+110.8% | Added |
| Azimuth Capital Investment Management LLC | 115,142 | $23.3M | 0.95% | −3,672−3.1% | Reduced |
| Adell Harriman & Carpenter Inc | 115,124 | $23.3M | 1.80% | +2,857+2.5% | Added |
| Simplicity Wealth,LLC | 115,067 | $23.3M | 0.53% | +9,236+8.7% | Added |
| Verity & Verity, LLC | 114,925 | $23.2M | 2.53% | +2,072+1.8% | Added |
| Gillespie Robinson & Grimm Inc | 114,883 | $23.2M | 1.87% | −1,085−0.9% | Reduced |
| South Dakota Investment Council | 114,874 | $23.2M | 0.48% | −7,221−5.9% | Reduced |
| Courant Investment Management LLC | 114,592 | $23.2M | 21.75% | 00.0% | Unchanged |
| Forbes J M & Co LLP | 114,503 | $23.2M | 2.37% | +1,931+1.7% | Added |
| First American Trust, FSB | 113,870 | $23.0M | 2.31% | +5,855+5.4% | Added |
| Martingale Asset Management L P | 113,746 | $23.0M | 0.50% | −3,272−2.8% | Reduced |
| Drexel Morgan & Co. | 113,589 | $23.0M | 4.92% | 00.0% | Unchanged |
| Stillwater Capital Advisors, LLC | 113,483 | $23.0M | 3.20% | −1,678−1.5% | Reduced |
| Motley Fool Asset Management LLC | 111,491 | $22.9M | 1.52% | +26,392+31.0% | Added |
| Choate Investment Advisors | 111,910 | $22.6M | 0.59% | −4,600−3.9% | Reduced |
| Norinchukin Bank, The | 111,773 | $22.6M | 0.65% | +1,129+1.0% | Added |
| Rbo & Co LLC | 111,683 | $22.6M | 4.03% | −18,365−14.1% | Reduced |
| Cantor Fitzgerald Investment Adviser L.P. | 111,419 | $22.5M | 1.74% | −1,692−1.5% | Reduced |
| DuPont Capital Management Corp | 111,410 | $22.5M | 1.96% | 00.0% | Unchanged |
| Baltimore-Washington Financial Advisors, Inc. | 110,917 | $22.4M | 1.30% | +3,411+3.2% | Added |
| J.P. Marvel Investment Advisors, LLC | 110,711 | $22.4M | 3.67% | −380.0% | Reduced |
| Dearborn Partners LLC | 110,468 | $22.3M | 0.97% | −551−0.5% | Reduced |
| Linscomb & Williams, Inc. | 110,219 | $22.3M | 1.15% | −332−0.3% | Reduced |
| No Street GP LP | 110,000 | $22.2M | 1.88% | −90,000−45.0% | Reduced |
| Mutual Advisors, LLC | 105,485 | $22.2M | 0.67% | +2,063+2.0% | Added |
| Benjamin F. Edwards & Company, Inc. | 109,787 | $22.2M | 0.39% | +2,922+2.7% | Added |
| Freestone Capital Holdings, LLC | 109,752 | $22.2M | 0.80% | +2,923+2.7% | Added |
| Sonora Investment Management Group, LLC | 110,539 | $22.1M | 1.73% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 108,826 | $22.0M | 1.05% | −540−0.5% | Reduced |
| Annex Advisory Services, LLC | 108,802 | $22.0M | 0.78% | +7,359+7.3% | Added |
| Longbow Finance SA | 107,840 | $21.8M | 2.25% | −6,586−5.8% | Reduced |
| Fred Alger Management, LLC | 107,824 | $21.8M | 0.11% | −9,151−7.8% | Reduced |
| Washington Trust Bank | 107,768 | $21.8M | 2.16% | −2,106−1.9% | Reduced |
| Birch Hill Investment Advisors LLC | 107,567 | $21.8M | 1.05% | −1,090−1.0% | Reduced |
| Colonial Trust Advisors | 107,515 | $21.7M | 2.08% | +687+0.6% | Added |
| Grassi Investment Management | 107,302 | $21.7M | 1.92% | −797−0.7% | Reduced |
| Smith Group Asset Management, LLC | 106,786 | $21.6M | 1.92% | −48,538−31.2% | Reduced |
| Pallas Capital Advisors LLC | 102,469 | $21.5M | 0.97% | +2,947+3.0% | Added |
| SS&H Financial Advisors, Inc. | 106,111 | $21.5M | 8.38% | +500+0.5% | Added |
| Motco | 105,967 | $21.4M | 1.27% | −609−0.6% | Reduced |
| Davy Global Fund Management Ltd | 105,783 | $21.4M | 2.45% | −205−0.2% | Reduced |
| ArrowMark Colorado Holdings LLC | 105,471 | $21.3M | 0.25% | −14,300−11.9% | Reduced |
| Webster Bank, N. A. | 105,333 | $21.3M | 2.34% | −1,800−1.7% | Reduced |
| Fiduciary Alliance LLC | 101,786 | $21.3M | 3.45% | +1,976+2.0% | Added |
| Rothschild Capital Partners, LLC | 104,181 | $21.1M | 6.02% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 104,113 | $21.1M | 0.85% | +2,043+2.0% | Added |
| Vinva Investment Management Ltd | 105,488 | $21.0M | 1.08% | +8,784+9.1% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 103,673 | $21.0M | 2.41% | −2,465−2.3% | Reduced |
| United Bank | 102,867 | $20.8M | 2.58% | −290.0% | Reduced |
| Anderson Hoagland & Co | 100,096 | $20.8M | 2.18% | −384−0.4% | Reduced |
| Kornitzer Capital Management Inc | 102,587 | $20.7M | 0.39% | +9,717+10.5% | Added |
| Vident Advisory, LLC | 102,173 | $20.7M | 0.57% | −22,012−17.7% | Reduced |
| Empowered Funds, LLC | 102,169 | $20.7M | 0.36% | +11,103+12.2% | Added |
| Balyasny Asset Management LLC | 102,019 | $20.6M | 0.05% | −1,258,636−92.5% | Reduced |
| Hi-Line Capital Management, LLC | 101,945 | $20.6M | 8.66% | −5,217−4.9% | Reduced |
| Trust Co of Toledo NA | 101,553 | $20.5M | 2.97% | +6,312+6.6% | Added |
| F/M Investments LLC | 101,350 | $20.5M | 0.74% | +95,729+1,703.1% | Added |
| Cohen Capital Management, Inc. | 101,101 | $20.4M | 3.52% | +13,726+15.7% | Added |
| Guardian Capital Advisors LP | 98,307 | $20.4M | 2.18% | −3,741−3.7% | Reduced |
| Cullen Investment Group, Ltd. | 100,867 | $20.4M | 3.25% | −1,467−1.4% | Reduced |
| Brown Brothers Harriman & Co | 100,820 | $20.4M | 0.15% | +6,151+6.5% | Added |
| Wedbush Securities Inc | 100,752 | $20.4M | 0.73% | −1,073−1.1% | Reduced |
| Congress Asset Management Co | 100,442 | $20.3M | 0.15% | −5,151−4.9% | Reduced |
| CSM Advisors, LLC | 100,252 | $20.3M | 1.43% | −1,489−1.5% | Reduced |
| Thoroughbred Financial Services, LLC | 99,539 | $20.1M | 1.35% | +31,470+46.2% | Added |
| Bragg Financial Advisors, Inc | 99,350 | $20.1M | 0.90% | −1,725−1.7% | Reduced |
| Canandaigua National Bank & Trust Co | 99,338 | $20.1M | 2.18% | −1,389−1.4% | Reduced |
| Empirical Finance, LLC | 99,123 | $20.0M | 1.25% | −7,244−6.8% | Reduced |
| Spire Wealth Management | 98,481 | $19.9M | 0.70% | −10,466−9.6% | Reduced |
| Cidel Asset Management Inc | 98,245 | $19.9M | 1.54% | +71,286+264.4% | Added |
| Cabot Wealth Management Inc | 97,998 | $19.8M | 2.60% | −3,863−3.8% | Reduced |
| Yarbrough Capital, LLC | 97,875 | $19.8M | 0.82% | 00.0% | Unchanged |
| Edge Capital Group, LLC | 97,839 | $19.8M | 0.96% | +1,959+2.0% | Added |
| Trust Co of Virginia | 97,609 | $19.7M | 1.88% | −1,596−1.6% | Reduced |
| NEOS Investment Management LLC | 97,290 | $19.7M | 0.81% | +24,416+33.5% | Added |
| Tritonpoint Wealth, LLC | 96,630 | $19.5M | 1.88% | −342−0.4% | Reduced |
| Thompson Siegel & Walmsley LLC | 96,439 | $19.5M | 0.31% | +9,996+11.6% | Added |
| Dynamic Advisor Solutions LLC | 95,764 | $19.4M | 0.61% | +1,741+1.9% | Added |
| Transform Wealth, LLC | 95,652 | $19.3M | 1.45% | +2,225+2.4% | Added |
| Fiduciary Group LLC | 95,399 | $19.3M | 2.07% | −1,370−1.4% | Reduced |
| Foundations Investment Advisors, LLC | 95,156 | $19.2M | 0.47% | +5,946+6.7% | Added |
| Fort Sheridan Advisors LLC | 94,490 | $19.1M | 3.09% | +9,644+11.4% | Added |
| Beach Investment Counsel Inc | 93,802 | $19.0M | 2.34% | −16,064−14.6% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 93,750 | $19.0M | 1.94% | −81−0.1% | Reduced |
| Leavell Investment Management, Inc. | 93,599 | $18.9M | 1.05% | +2,045+2.2% | Added |
| Talbot Financial, LLC | 93,587 | $18.9M | 2.48% | +661+0.7% | Added |
| Dorsey & Whitney Trust CO LLC | 93,354 | $18.9M | 1.31% | +2,565+2.8% | Added |
| Wetherby Asset Management Inc | 93,246 | $18.9M | 0.89% | −1,602−1.7% | Reduced |
| Cincinnati Casualty Co | 93,000 | $18.8M | 10.30% | 00.0% | Unchanged |
| Cincinnati Specialty Underwriters Insurance CO | 93,000 | $18.8M | 5.65% | 00.0% | Unchanged |