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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

Q3 2024 vs. Q2 2024

How the institutions holding JPMorgan Chase & Co changed between Q2 2024 and Q3 2024.

All holders in Q3 2024All holders in Q2 2024

13F holders of JPM: Q2 2024 compared with Q3 2024
MeasureQ2 2024Of which not filed for Q3 2024Q3 2024Change
Holders4,181544,215+88
Shares2.06B201.9M2.04B+183.0M (+9.9%)
Value$416.2B$40.8B$429.4B+$54.0B (+14.4%)

54 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (189)

Institutions that held JPMorgan Chase & Co at the end of Q3 2024 but not at the end of Q2 2024.

Showing the largest 100 of 189 by value.

Institutions new to JPM in Q3 2024
InstitutionSharesValue% of portfolio
BlackRock, Inc.202,423,747$42.7B0.90%
International Assets Investment Management, LLC8,954,224$1.08B4.96%
Ninety One UK Ltd1,531,848$323.0M0.86%
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund476,214$100.4M1.02%
B. Metzler seel. Sohn & Co. Holding AG354,189$74.7M0.74%
Marsico Capital Management LLC334,323$70.5M1.97%
Renaissance Technologies LLC254,865$53.7M0.08%
Arvest Bank Trust Division125,359$26.4M1.52%
Ninety One SA (PTY) Ltd111,019$23.3M5.09%
CWA Asset Management Group, LLC95,748$20.2M1.07%
ExodusPoint Capital Management, LP84,553$17.8M0.18%
Sterling Capital Management LLC83,684$17.6M0.23%
Argent Financial Group, Inc.73,248$15.4M1.83%
Shell Asset Management Co65,985$13.9M0.61%
Mirae Asset Securities (USA) Inc.50,216$10.6M0.61%
Cna Financial Corp50,000$10.5M6.01%
Loews Corp50,000$10.5M0.08%
Danica Pension, Livsforsikringsaktieselskab34,131$7.20M0.14%
Aster Capital Management (DIFC) Ltd32,978$6.95M1.51%
SGL Investment Advisors, Inc.28,332$6.85M3.52%
Y-Intercept (Hong Kong) Ltd31,057$6.55M0.40%
Osprey Private Wealth LLC28,725$6.06M4.24%
Oddo BHF Asset Management SAS28,603$6.03M0.30%
Evoke Wealth, LLC26,786$5.65M0.15%
Arete Wealth Advisors, LLC26,544$5.58M0.48%
Graham Capital Management, L.P.25,089$5.29M0.17%
Nwam LLC24,157$5.09M0.31%
Bretton Capital Management, LLC24,000$5.06M4.83%
Howard Capital Management Inc.23,807$5.02M0.08%
Carnegie Lake Advisors LLC21,909$4.62M1.83%
Advisor Resource Council21,000$4.43M2.01%
Weiss Asset Management LP19,965$4.21M0.11%
Bulltick Wealth Management, LLC19,810$4.18M1.04%
Ocean Capital Management, LLC19,272$4.06M0.95%
Lee Johnson Capital Management, LLC18,918$3.99M2.05%
Alpine Bank Wealth Management17,838$3.76M0.60%
Watts Gwilliam & Co., LLC17,470$3.68M0.80%
Neo Ivy Capital Management17,446$3.68M1.19%
Sycomore Asset Management16,671$3.50M0.58%
B&L Asset Management LLC15,496$3.27M2.07%
Brophy Wealth Management, LLC15,322$3.23M1.16%
Paradigm Capital Management, LLC14,343$3.02M2.90%
Algert Global LLC14,310$3.02M0.08%
Shaker Investments LLC14,091$2.97M1.24%
Elyxium Wealth, LLC13,666$2.88M1.59%
Marvin & Palmer Associates Inc12,894$2.72M2.28%
Readystate Asset Management LP12,504$2.64M0.14%
Eisler Capital (UK) Ltd.12,417$2.62M0.62%
44 Wealth Management LLC11,652$2.60M0.92%
Bayesian Capital Management, LP11,975$2.53M0.30%
Blake Schutter Theil Wealth Advisors, LLC11,971$2.52M1.81%
Shum Financial Group, Inc.11,257$2.49M2.08%
Kennebec Savings Bank11,821$2.49M2.47%
Cliftonlarsonallen Wealth Advisors, LLC11,793$2.49M0.06%
London & Capital Asset Management Ltd11,668$2.46M0.20%
Brasada Capital Management, LP11,726$2.43M0.42%
Diversified Enterprises, LLC11,514$2.43M0.27%
Axecap Investments, LLC10,679$2.25M1.71%
Net Worth Advisory Group10,193$2.15M0.64%
Cannon Advisors, Inc.9,777$2.06M1.68%
Goldstream Capital Management Ltd8,982$1.89M0.86%
Altman Advisors, Inc.8,967$1.89M0.84%
Promethium Advisors,llc8,889$1.87M1.32%
Integrated Capital Management, LLC8,654$1.82M0.97%
CenterBook Partners LP8,641$1.82M0.11%
Windsor Advisory Group, LLC8,227$1.73M1.96%
Mainstream Capital Management LLC8,202$1.73M1.47%
Objective Capital Management, LLC7,698$1.62M0.95%
Woodard & Co Asset Management Group Inc7,445$1.57M0.35%
Dynamic Technology Lab Private Ltd7,425$1.57M0.17%
Tudor Financial Inc.7,339$1.55M0.95%
Accuvest Global Advisors6,914$1.46M1.25%
Pflug Koory, LLC6,732$1.42M0.70%
Winning Points Advisors, LLC9,323$1.38M2.61%
Centurion Wealth Management LLC5,347$1.13M0.36%
Diametric Capital, LP5,324$1.12M0.56%
Taylor Hoffman Capital Management LLC4,903$1.09M0.42%
Cascades Capital Asset Management, LLC5,089$1.07M0.59%
Enclave Advisors LLC4,767$1.01M0.17%
FJ Capital Management LLC4,767$1.01M0.11%
Canandaigua National Trust Co of Florida4,644$979.2K0.84%
Eaton Financial Holdings Company, LLC4,539$957.1K0.39%
Paladin Wealth, LLC4,511$951.2K0.83%
Westfuller Advisors, LLC4,462$940.9K0.68%
BWM Planning, LLC4,384$924.4K0.41%
Susquehanna International Group Ltd.4,376$922.7K0.20%
Virtus ETF Advisers LLC4,172$879.7K0.41%
Lumbard & Kellner, LLC4,004$844.3K0.37%
Gsa Capital Partners LLP3,994$842.0K0.06%
Global Assets Advisory, LLC3,837$794.4K0.43%
TCFG Wealth Management, LLC3,734$787.4K0.40%
Discipline Wealth Solutions, LLC3,699$780.0K0.41%
von Borstel & Associates, Inc.3,633$766.0K0.43%
Wellington Wealth Strategies, LLC.3,172$704.0K0.53%
Copley Financial Group, Inc.3,178$670.1K0.61%
Elios Financial Group Inc.3,091$651.7K0.30%
Absolute Capital Management, LLC3,054$644.0K0.38%
Elevated Capital Advisors, LLC3,053$643.8K0.17%
Code Waechter LLC3,026$638.0K0.61%
Safe Harbor Fiduciary, LLC2,954$622.9K0.58%

Sold out (101)

Institutions that held JPMorgan Chase & Co at the end of Q2 2024 and filed for Q3 2024 without it.

Showing the largest 100 of 101 by value.

Institutions that sold out of JPM in Q3 2024
InstitutionShares, Q2 2024Value, Q2 2024
GQG Partners LLC1,059,069$214.2M
Two Sigma Advisers, LP926,000$187.3M
IMC-Chicago, LLC451,442$91.3M
Rokos Capital Management LLP288,016$58.2M
Boston Private Wealth LLC237,508$48.0M
Samlyn Capital, LLC219,374$44.4M
Holocene Advisors, LP199,626$40.4M
Moore Capital Management, LP143,426$29.0M
Gemsstock Limited136,000$27.5M
No Street GP LP110,000$22.2M
Azora Capital LP84,210$17.0M
Verde Servicos Internacionais S.A.81,574$16.5M
Caxton Associates LP71,050$14.4M
Sara-Bay Financial69,801$14.1M
Beck Bode, LLC62,533$12.6M
Element Capital Management LLC54,115$10.9M
Symmetry Partners, LLC52,574$10.6M
SPX Equities Gestao de Recursos Ltda50,289$10.2M
Claudia M.P. Batlle, CRP (R) LLC48,223$9.75M
Interval Partners, LP45,117$9.13M
Itau Unibanco Holding S.A.44,621$9.03M
Parkwood LLC36,812$7.45M
Cinctive Capital Management LP32,505$6.57M
Beacon Harbor Wealth Advisors, Inc.31,226$6.32M
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD29,078$5.88M
Centre Asset Management, LLC28,120$5.69M
Saranac Partners Ltd25,319$5.12M
AAFMAA Wealth Management & Trust LLC25,000$5.06M
Twin Tree Management, LP23,276$4.71M
Quantitative Investment Management, LLC20,926$4.23M
Claar Advisors LLC18,800$3.80M
Group One Trading, L.P.16,652$3.37M
Jessup Wealth Management, Inc15,321$3.10M
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD12,849$2.60M
HAP Trading, LLC11,883$2.40M
Oak Hill Wealth Advisors, LLC11,481$2.32M
Capital Fund Management S.A.10,825$2.19M
Mittelman Wealth Management8,737$1.77M
Steele Capital Management, Inc.8,421$1.70M
Crewe Advisors LLC8,013$1.62M
SYSTM Wealth Solutions LLC6,888$1.39M
Duff & Phelps Investment Management Co6,635$1.34M
Barden Capital Management, Inc.6,015$1.22M
Versor Investments LP5,700$1.15M
Triad Wealth Partners, LLC5,536$1.12M
Elser Financial Planning, Inc5,374$1.09M
Sciencast Management LP5,107$1.03M
Wayfinding Financial, LLC4,922$995.0K
S. R. Schill & Associates4,204$850.2K
TradeLink Capital LLC3,700$748.0K
Ibex Wealth Advisors3,582$724.5K
Nebula Research & Development LLC3,475$702.9K
Keene & Associates, Inc.3,041$615.1K
Avenir Corp2,924$591.4K
Ameraudi Asset Management, Inc.2,728$551.8K
TCWP LLC2,686$543.3K
Bridgefront Capital, LLC2,650$536.0K
Vienna Asset Management LLC2,611$528.1K
U S Global Investors Inc2,600$525.9K
PDT Partners, LLC2,457$497.0K
Financial Enhancement Group LLC2,387$496.4K
Maripau Wealth Management LLC2,431$491.6K
Wealthgate Family Office, LLC2,360$477.3K
Headlands Technologies LLC2,357$476.7K
JMG Financial Group, Ltd.2,015$407.6K
Inceptionr LLC1,898$383.9K
One Wealth Management Investment & Advisory Services, LLC1,811$366.3K
Innova Wealth Partners1,760$356.0K
Disciplined Investments, LLC1,697$343.3K
Mma Asset Management LLC1,675$338.8K
Wolf Group Capital Advisors1,664$336.6K
AFS Financial Group, LLC1,349$272.8K
AJOVista, LLC1,291$261.1K
Bullseye Investment Management, LLC1,228$255.3K
Cedar Brook Financial Partners, LLC1,213$245.3K
Prospect Hill Management, LLC1,150$232.6K
Sentinel Pension Advisors Inc1,140$230.6K
Team Hewins, LLC1,103$223.1K
Polymer Capital Management (HK) LTD1,100$222.5K
Capasso Planning Partners LLC1,099$222.3K
Capital Wealth Alliance, LLC1,074$217.3K
Confluence Investment Management LLC1,041$210.5K
Leeward Financial Partners, LLC1,037$209.7K
Blue Barn Wealth, LLC1,036$209.5K
Cadinha & Co LLC1,015$205.3K
Libra Wealth LLC1,012$204.7K
Fernwood Investment Management, LLC1,007$203.7K
GEM Asset Management, LLC1,006$203.5K
Shay Capital LLC1,000$202.3K
Garrison Bradford & Associates Inc1,000$202.0K
ETF Store, Inc.997$201.6K
Scarborough Advisors, LLC889$179.9K
Chris Bulman Inc682$137.9K
Belvedere Trading LLC459$92.8K
Quarry LP337$68.2K
nVerses Capital, LLC200$40.5K
Fairway Wealth LLC158$32.0K
Camelot Portfolios, LLC113$22.9K
Cypress Capital, LLC50$10.1K
Elequin Capital LP45$9.10K

Not filed for Q3 2024 yet (54)

Institutions that held JPMorgan Chase & Co at the end of Q2 2024 and haven't filed a 13F for Q3 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding JPM in Q2 2024 that haven't filed for Q3 2024
InstitutionShares, Q2 2024Value, Q2 2024
BlackRock Inc.198,690,032$40.2B
Fjarde AP-fonden (The Fourth Swedish National Pensionfund)457,314$92.5M
Ofi Invest Asset Management459,562$86.7M
Global Frontier Investments LLC379,000$76.7M
Susquehanna Fundamental Investments, LLC303,656$61.4M
Hyman Charles D185,884$37.6M
Payden & Rygel Investment Group183,450$37.1M
Gratus Capital LLC173,117$35.0M
Arvest Trust Co N A136,205$27.5M
Benjamin F. Edwards & Company, Inc.109,787$22.2M
Hoylecohen, LLC83,307$16.8M
Farmers National Bank70,410$14.2M
Heritage Trust Co68,948$13.9M
Buckingham Strategic Wealth, LLC66,707$13.5M
Perennial Advisors, LLC57,657$11.7M
Relative Value Partners Group, LLC45,966$9.30M
Boyer & Corporon Wealth Management, LLC45,861$9.28M
Abbrea Capital, LLC44,402$8.98M
Bradley & Co. Private Wealth Management, LLC41,095$8.31M
Girard Partners Ltd.39,155$7.92M
Institutional & Family Asset Management, LLC36,563$7.40M
Arden Trust Co30,864$6.24M
McKinley Capital Management LLC /Delaware30,400$6.15M
Hall Capital Management Co Inc28,786$5.82M
Wunderlich Capital Managemnt20,718$4.19M
Karpas Strategies, LLC18,705$3.78M
Clear Rock Advisors, LLC15,969$3.23M
Emfo, LLC15,486$3.13M
JPL Wealth Management, LLC11,842$2.40M
Vantage Financial Partners Ltd., Inc.10,132$2.05M
Greylin Investment Mangement Inc5,625$1.14M
Permanent Capital Management, LP3,710$1.08M
PFW Advisors LLC5,030$1.02M
Taylor Hoffman Wealth Management4,903$1.01M
Private Wealth Strategies, L.L.C.4,731$956.8K
Spotlight Asset Group, Inc.4,268$863.2K
Walden Wealth Partners LLC4,193$848.1K
Ascension Asset Management LLC3,450$697.8K
Levy Wealth Management Group, LLC3,326$672.7K
Coordinated Financial Services, Inc.2,970$600.7K
JJJ Advisors Inc.2,830$572.4K
Private Ocean, LLC2,411$487.7K
Greytown Advisors Inc.2,084$421.5K
Solano Wealth Management, Inc.1,850$374.3K
TMD Wealth Management, LLC1,637$331.1K
Veridan Wealth LLC1,106$320.5K
Rain Capital Management, LLC1,547$313.4K
Members Wealth LLC1,012$286.2K
Epic Trust Investment Advisors, LLC1,398$282.8K
Bank Pictet & Cie (Asia) Ltd1,380$279.1K
Victory Financial Group, LLC1,124$227.3K
FMFE Wealth Management, LLC1,110$224.5K
ICA Group Wealth Management, LLC741$149.9K
Sofos Investments, Inc.27$5.46K