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 |
|---|---|---|---|---|---|
| Rossmore Private Capital | 92,965 | $18.8M | 2.47% | −263−0.3% | Reduced |
| New Republic Capital, LLC | 92,846 | $18.8M | 9.43% | +73,871+389.3% | Added |
| TD Private Client Wealth LLC | 92,708 | $18.8M | 0.59% | −1,267−1.3% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 92,623 | $18.7M | 1.27% | −2,782−2.9% | Reduced |
| GHP Investment Advisors, Inc. | 92,552 | $18.7M | 0.94% | +941+1.0% | Added |
| Westchester Capital Management, Inc. | 92,490 | $18.7M | 4.72% | −1,214−1.3% | Reduced |
| JGP Wealth Management, LLC | 92,301 | $18.7M | 2.66% | −650−0.7% | Reduced |
| Beese Fulmer Investment Management, Inc. | 92,135 | $18.6M | 1.70% | +1,235+1.4% | Added |
| Courier Capital LLC | 92,117 | $18.6M | 1.48% | −954−1.0% | Reduced |
| Brookstone Capital Management | 85,648 | $18.6M | 0.31% | +2,759+3.3% | Added |
| Grimes & Company, Inc. | 91,825 | $18.6M | 0.56% | −531−0.6% | Reduced |
| Procyon Private Wealth Partners, LLC | 91,393 | $18.5M | 1.37% | −1,108−1.2% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 91,388 | $18.5M | 0.48% | −348−0.4% | Reduced |
| Peak Asset Management, LLC | 91,364 | $18.5M | 3.62% | −1,012−1.1% | Reduced |
| MainStreet Investment Advisors LLC | 91,215 | $18.4M | 2.26% | −3,996−4.2% | Reduced |
| Ledyard National Bank | 91,158 | $18.4M | 1.79% | −2,995−3.2% | Reduced |
| Oak Harvest Investment Services | 91,116 | $18.4M | 2.91% | +3,067+3.5% | Added |
| Sand Hill Global Advisors, LLC | 91,048 | $18.4M | 0.84% | +3,105+3.5% | Added |
| Terry L. Blaker | 90,918 | $18.4M | 0.74% | +29,776+48.7% | Added |
| Edge Wealth Management LLC | 90,798 | $18.4M | 3.87% | −2,015−2.2% | Reduced |
| CCM Investment Advisers LLC | 90,413 | $18.3M | 2.15% | −306−0.3% | Reduced |
| Biondo Investment Advisors, LLC | 90,223 | $18.2M | 2.70% | +690+0.8% | Added |
| Osher Van de Voorde Investment Management | 90,167 | $18.2M | 4.21% | +420+0.5% | Added |
| Assenagon Asset Management S.A. | 90,144 | $18.2M | 0.05% | −1,944−2.1% | Reduced |
| Ashburton (Jersey) Ltd | 88,732 | $18.2M | 7.70% | +88,732 | New |
| Cincinnati Financial Corp | 90,000 | $18.2M | 0.39% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 89,941 | $18.2M | 1.62% | +205+0.2% | Added |
| Chicago Partners Investment Group LLC | 84,505 | $18.2M | 0.70% | +4,677+5.9% | Added |
| Shelton Capital Management | 89,434 | $18.1M | 0.49% | −5,544−5.8% | Reduced |
| Baxter Bros Inc | 89,388 | $18.1M | 2.37% | −4,044−4.3% | Reduced |
| Sumitomo Mitsui Financial Group, Inc. | 89,386 | $18.1M | 0.56% | +6,636+8.0% | Added |
| Rice Partnership, LLC | 89,100 | $18.0M | 3.92% | +3,607+4.2% | Added |
| We Are One Seven, LLC | 88,997 | $18.0M | 0.85% | +171+0.2% | Added |
| Cullinan Associates Inc | 88,943 | $18.0M | 1.02% | +280.0% | Added |
| Edmond de Rothschild Holding S.A. | 88,511 | $17.9M | 0.30% | −5,177−5.5% | Reduced |
| Grand Jean Capital Management Inc | 88,459 | $17.9M | 4.46% | +95+0.1% | Added |
| Lyell Wealth Management, LP | 88,389 | $17.9M | 1.71% | +2,008+2.3% | Added |
| Veriti Management LLC | 88,332 | $17.9M | 1.10% | +10,720+13.8% | Added |
| First Financial Bank - Trust Division | 88,200 | $17.8M | 1.76% | −3,127−3.4% | Reduced |
| Phoenix Holdings Ltd. | 87,917 | $17.7M | 0.27% | −146,684−62.5% | Reduced |
| Temasek Holdings (Private) Ltd | 87,431 | $17.7M | 0.08% | +87,431 | New |
| Harbour Trust & Investment Management Co | 87,216 | $17.6M | 2.10% | −1,696−1.9% | Reduced |
| Bleakley Financial Group, LLC | 87,176 | $17.6M | 0.51% | +113+0.1% | Added |
| Charter Trust Co | 87,144 | $17.6M | 1.17% | −1,609−1.8% | Reduced |
| Core Alternative Capital | 87,135 | $17.6M | 3.52% | −11,624−11.8% | Reduced |
| Montag A & Associates Inc | 87,004 | $17.6M | 0.89% | +813+0.9% | Added |
| Middleton & Co Inc | 86,787 | $17.6M | 2.04% | −3,147−3.5% | Reduced |
| Banque Cantonale Vaudoise | 86,527 | $17.5M | 0.70% | −15,979−15.6% | Reduced |
| Concurrent Investment Advisors, LLC | 86,254 | $17.4M | 0.58% | +22,555+35.4% | Added |
| Qube Research & Technologies Ltd | 86,230 | $17.4M | 0.03% | +20,389+31.0% | Added |
| Baldwin Brothers Inc | 85,757 | $17.3M | 1.35% | −7,877−8.4% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 85,737 | $17.3M | 3.10% | +1,221+1.4% | Added |
| Bright Rock Capital Management, LLC | 85,000 | $17.2M | 3.62% | 00.0% | Unchanged |
| Novare Capital Management LLC | 84,923 | $17.2M | 1.54% | −3,870−4.4% | Reduced |
| Torray LLC | 84,576 | $17.1M | 2.56% | −7,971−8.6% | Reduced |
| Woodmont Investment Counsel LLC | 84,538 | $17.1M | 1.40% | +1,813+2.2% | Added |
| Azora Capital LP | 84,210 | $17.0M | 0.97% | +27,917+49.6% | Added |
| Aviance Capital Partners, LLC | 84,114 | $17.0M | 2.42% | +949+1.1% | Added |
| Nixon Peabody Trust Co | 83,956 | $17.0M | 1.51% | −2,780−3.2% | Reduced |
| Brevan Howard Capital Management LP | 83,745 | $16.9M | 1.11% | +71,019+558.1% | Added |
| BTC Capital Management, Inc. | 83,574 | $16.9M | 1.57% | −18,674−18.3% | Reduced |
| Hoylecohen, LLC | 83,307 | $16.8M | 1.27% | −1,663−2.0% | Reduced |
| Farmers Trust Co | 82,988 | $16.8M | 3.41% | −1,112−1.3% | Reduced |
| Transcend Wealth Collective, LLC | 82,859 | $16.8M | 1.22% | +2,796+3.5% | Added |
| Tufton Capital Management | 82,678 | $16.7M | 3.25% | −743−0.9% | Reduced |
| Means Investment Co., Inc. | 82,645 | $16.7M | 2.00% | +299+0.4% | Added |
| M Holdings Securities, Inc. | 82,558 | $16.7M | 2.16% | +56,992+222.9% | Added |
| Palisade Asset Management, LLC | 82,509 | $16.7M | 1.73% | −778−0.9% | Reduced |
| Coldstream Capital Management Inc | 82,238 | $16.6M | 0.41% | −3,524−4.1% | Reduced |
| Alpine Woods Capital Investors, LLC | 82,086 | $16.6M | 2.56% | +3,547+4.5% | Added |
| Merit Financial Group, LLC | 82,066 | $16.6M | 0.37% | +5,995+7.9% | Added |
| Verde Servicos Internacionais S.A. | 81,574 | $16.5M | 7.61% | −9,737−10.7% | Reduced |
| Ballentine Partners, LLC | 81,485 | $16.5M | 0.30% | +1,097+1.4% | Added |
| Barlow Wealth Partners, Inc. | 78,847 | $16.4M | 2.28% | +436+0.6% | Added |
| U.S. Capital Wealth Advisors, LLC | 81,281 | $16.4M | 0.62% | −60,823−42.8% | Reduced |
| Forum Financial Management, LP | 81,211 | $16.4M | 0.30% | −2,801−3.3% | Reduced |
| James Investment Research Inc | 80,988 | $16.4M | 1.95% | −410−0.5% | Reduced |
| Greenwood Gearhart Inc | 80,963 | $16.4M | 1.54% | −554−0.7% | Reduced |
| Northwest & Ethical Investments L.P. | 80,949 | $16.4M | 0.47% | −453−0.6% | Reduced |
| FourThought Financial Partners, LLC | 80,697 | $16.3M | 2.10% | −226−0.3% | Reduced |
| Picton Mahoney Asset Management | 80,502 | $16.3M | 0.69% | −8,273−9.3% | Reduced |
| Cape Cod Five Cents Savings Bank | 80,399 | $16.3M | 1.57% | −4,296−5.1% | Reduced |
| NewSquare Capital LLC | 81,000 | $16.2M | 1.40% | +4,757+6.2% | Added |
| Willis Investment Counsel | 80,180 | $16.2M | 1.12% | 00.0% | Unchanged |
| Pictet North America Advisors SA | 80,125 | $16.2M | 1.76% | +3,142+4.1% | Added |
| United Asset Strategies, Inc. | 80,097 | $16.2M | 1.60% | −14,399−15.2% | Reduced |
| General American Investors Co Inc | 80,000 | $16.2M | 1.15% | 00.0% | Unchanged |
| Archon Partners LLC | 80,000 | $16.2M | 2.08% | 00.0% | Unchanged |
| German American Bancorp, Inc. | 79,883 | $16.2M | 1.86% | +1,519+1.9% | Added |
| Whitener Capital Management, Inc. | 79,792 | $16.1M | 4.89% | +2,288+3.0% | Added |
| Everence Capital Management Inc | 83,705 | $16.1M | 1.11% | 00.0% | Unchanged |
| WoodTrust Financial Corp | 79,039 | $16.0M | 2.49% | +54+0.1% | Added |
| Advisors Asset Management, Inc. | 78,598 | $15.9M | 0.31% | −1,347−1.7% | Reduced |
| King Wealth | 78,584 | $15.9M | 2.65% | +143+0.2% | Added |
| Sowell Financial Services LLC | 78,312 | $15.8M | 0.76% | −4,944−5.9% | Reduced |
| Hamilton Capital Partners Inc. | 78,156 | $15.8M | 1.69% | +7,203+10.2% | Added |
| Community Bank, N.A. | 78,108 | $15.8M | 2.08% | −740−0.9% | Reduced |
| Tompkins Financial Corp | 77,802 | $15.7M | 1.65% | −1,259−1.6% | Reduced |
| Burns J W & Co Inc | 77,314 | $15.6M | 2.11% | −40.0% | Reduced |
| Boston Financial Mangement LLC | 76,996 | $15.6M | 0.50% | +2,003+2.7% | Added |