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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; 5,156 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, Q3 2024

Institutional positions in JPMorgan Chase & Co as of Sep 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
4,215
+88 vs. Q2 2024
Shares held
2.04B
+183.0M (+9.9%) vs. Q2 2024
Total value
$429.4B
+$54.0B (+14.4%) vs. Q2 2024
New holders
189
1,741 more added
Sold out
101
1,867 more reduced

54 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2024: 4,215 institutions
Q1 2021: 3,218 institutionsQ2 2021: 3,246 institutionsQ3 2021: 3,239 institutionsQ4 2021: 3,594 institutionsQ1 2022: 3,519 institutionsQ2 2022: 3,428 institutionsQ3 2022: 3,396 institutionsQ4 2022: 3,629 institutionsQ1 2023: 3,612 institutionsQ2 2023: 3,672 institutionsQ3 2023: 3,711 institutionsQ4 2023: 4,001 institutionsQ1 2024: 4,120 institutionsQ2 2024: 4,181 institutionsQ3 2024: 4,215 institutionsQ4 2024: 4,679 institutionsQ1 2025: 4,679 institutionsQ2 2025: 4,752 institutionsQ3 2025: 4,765 institutionsQ4 2025: 5,154 institutionsQ1 2026: 5,102 institutionsQ2 2026: 5,156 institutions
Value heldQ3 2024: $429.4B
Q1 2021: $330.3BQ2 2021: $329.3BQ3 2021: $342.0BQ4 2021: $330.1BQ1 2022: $278.9BQ2 2022: $229.3BQ3 2022: $212.9BQ4 2022: $278.3BQ1 2023: $266.3BQ2 2023: $297.6BQ3 2023: $297.0BQ4 2023: $351.8BQ1 2024: $414.5BQ2 2024: $416.2BQ3 2024: $429.4BQ4 2024: $490.0BQ1 2025: $494.6BQ2 2025: $582.4BQ3 2025: $618.0BQ4 2025: $639.5BQ1 2026: $572.0BQ2 2026: $643.7B
Institutions holding JPM and their total value by quarter
QuarterHoldersValue
Q2 20265,156$643.7B
Q1 20265,102$572.0B
Q4 20255,154$639.5B
Q3 20254,765$618.0B
Q2 20254,752$582.4B
Q1 20254,679$494.6B
Q4 20244,679$490.0B
Q3 20244,215$429.4B
Q2 20244,181$416.2B
Q1 20244,120$414.5B
Q4 20234,001$351.8B
Q3 20233,711$297.0B
Q2 20233,672$297.6B
Q1 20233,612$266.3B
Q4 20223,629$278.3B
Q3 20223,396$212.9B
Q2 20223,428$229.3B
Q1 20223,519$278.9B
Q4 20213,594$330.1B
Q3 20213,239$342.0B
Q2 20213,246$329.3B
Q1 20213,218$330.3B

Institutions, Q3 2024

Shares, value and share of portfolio for each institution holding JPMorgan Chase & Co; share changes are against Q2 2024.

Institutions holding JPM in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Financial Gravity Companies, Inc.3$6330.00%+3New
Insight Financial Services11$2.33K0.00%00.0%Unchanged
Caitlin John, LLC16$3.97K0.00%00.0%Unchanged
Sanctuary Wealth Management, L.L.C.20$4.22K0.00%00.0%Unchanged
HighMark Wealth Management LLC25$5.27K0.00%+25New
Kessler Investment Group, LLC26$5.65K0.00%00.0%Unchanged
Delos Wealth Advisors, LLC30$6.33K0.01%−135−81.8%Reduced
Wells Financial Advisors INC30$6.33K0.01%+30New
FSC Wealth Advisors, LLC31$6.54K0.00%00.0%Unchanged
LMR Partners LLP35$7.38K0.00%+35New
PFG Private Wealth Management, LLC38$8.01K0.00%00.0%Unchanged
Abich Financial Wealth Management LLC39$8.22K0.02%−71−64.5%Reduced
LGT Financial Advisors LLC45$9.49K0.02%−140−75.7%Reduced
Christopher J. Hasenberg, Inc50$10.5K0.00%+50New
Your Advocates Ltd., LLP50$10.5K0.00%00.0%Unchanged
JDM Financial Group LLC65$13.7K0.01%+36+124.1%Added
PayPay Securities Corp66$13.9K1.24%+34+106.3%Added
ClariVest Asset Management LLC86$17.3K0.00%00.0%Unchanged
Advantage Trust Co90$19.0K0.01%−700−88.6%Reduced
Goodman Advisory Group, LLC93$19.6K0.01%00.0%Unchanged
Authentikos Wealth Advisory, LLC100$21.1K0.02%+100New
Westend Capital Management, LLC102$21.5K0.01%+55+117.0%Added
Financial Connections Group, Inc.105$22.0K0.01%−158−60.1%Reduced
Morton Brown Family Wealth, LLC116$24.4K0.01%+1+0.9%Added
Mizuho Securities Co. Ltd.120$25.3K0.06%+120New
Clarity Asset Management, Inc.122$25.8K0.02%00.0%Unchanged
SWAN Capital LLC125$26.4K0.01%00.0%Unchanged
Catalyst Capital Advisors LLC126$26.6K0.00%+126New
Breakwater Investment Management127$26.8K0.01%−85−40.1%Reduced
New Age Alpha Advisors, LLC128$27.0K0.02%+76+146.2%Added
Clear Investment Research, LLC138$29.1K0.04%+8+6.2%Added
Lowe Wealth Advisors, LLC150$31.6K0.01%00.0%Unchanged
Glass Jacobson Investment Advisors llc157$33.1K0.01%00.0%Unchanged
Strengthening Families & Communities, LLC170$35.9K0.01%−26−13.3%Reduced
West Financial Advisors, LLC175$36.9K0.01%+175New
New England Capital Financial Advisors LLC180$38.0K0.02%+50+38.5%Added
Creative Capital Management Investments LLC187$39.4K0.02%00.0%Unchanged
Carolina Wealth Advisors, LLC189$39.9K0.02%+50+36.0%Added
Richardson Capital Management LLC192$40.5K0.03%00.0%Unchanged
Briaud Financial Planning, Inc199$42.0K0.02%00.0%Unchanged
Kathleen S. Wright Associates Inc.200$42.2K0.02%00.0%Unchanged
Atlantic Private Wealth, LLC200$42.2K0.03%+200New
Bare Financial Services, Inc203$42.8K0.02%00.0%Unchanged
Partnership Wealth Management, LLC207$43.6K0.03%00.0%Unchanged
Robinswood Financial LLC207$43.6K0.02%+33+19.0%Added
Ulland Investment Advisors, LLC209$44.0K0.03%00.0%Unchanged
Bear Mountain Capital, Inc.202$44.9K0.02%−100−33.1%Reduced
Peterson Financial Group, Inc.215$45.4K0.17%+215New
Grayhawk Investment Strategies Inc.222$46.8K0.07%00.0%Unchanged
Redmont Wealth Advisors LLC228$48.1K0.07%00.0%Unchanged
True Wealth Design, LLC234$49.3K0.02%−100−29.9%Reduced
Vermillion & White Wealth Management Group, LLC234$49.3K0.04%00.0%Unchanged
Black Cypress Capital Management, LLC235$49.6K0.04%00.0%Unchanged
Legacy Investment Solutions, LLC212$51.1K0.03%+212New
Legacy Wealth Managment, LLC212$51.1K0.03%+212New
McMahon Financial Advisors, LLC247$52.1K0.01%00.0%Unchanged
Cedar Mountain Advisors, LLC251$52.9K0.01%−17−6.3%Reduced
Anfield Capital Management, LLC255$53.8K0.02%+85+50.0%Added
VitalStone Financial, LLC256$53.9K0.04%+2+0.8%Added
Tanaka Capital Management Inc263$55.0K0.13%−31−10.5%Reduced
BBJS Financial Advisors, LLC265$55.9K0.02%00.0%Unchanged
Tanglewood Legacy Advisors, LLC273$57.6K0.03%00.0%Unchanged
Tower View Investment Management & Research LLC275$57.9K0.03%+2+0.7%Added
Horizons Wealth Management278$58.6K0.05%00.0%Unchanged
Painted Porch Advisors LLC298$62.9K0.03%00.0%Unchanged
Fortis Group Advisors, LLC304$64.2K0.01%00.0%Unchanged
Robbins Farley LLC346$73.0K0.04%+17+5.2%Added
Pineridge Advisors LLC349$73.6K0.03%−71−16.9%Reduced
Marquette Asset Management, LLC400$84.3K0.01%00.0%Unchanged
DiNuzzo Private Wealth, Inc.402$84.8K0.01%+4+1.0%Added
Red Tortoise LLC411$86.6K0.04%+1+0.2%Added
Ridgewood Investments LLC431$91.0K0.05%−2−0.5%Reduced
Talon Private Wealth, LLC433$91.3K0.02%+433New
Nordwand Advisors, LLC439$92.6K0.02%00.0%Unchanged
Miller Wealth Advisors, LLC430$96.5K0.05%00.0%Unchanged
Signature Resources Capital Management, LLC474$100.0K0.09%−12−2.5%Reduced
REAP Financial Group, LLC477$100.6K0.02%+136+39.9%Added
Mowery & Schoenfeld Wealth Management, LLC483$101.8K0.16%+43+9.8%Added
Horizon Financial Services, LLC484$102.0K0.06%00.0%Unchanged
Hoese & Co LLP485$102.3K0.09%00.0%Unchanged
Bay Harbor Wealth Management, LLC489$103.1K0.03%+54+12.4%Added
Cutler Capital Management, LLC500$105.4K0.04%00.0%Unchanged
Accordant Advisory Group Inc501$105.6K0.08%+1+0.2%Added
Stuart Chaussee & Associates, Inc.502$105.9K0.03%+1+0.2%Added
Moisand Fitzgerald Tamayo, LLC517$109.0K0.01%−195−27.4%Reduced
Transcendent Capital Group LLC536$113.0K0.06%00.0%Unchanged
Cedar Wealth Management, LLC537$113.2K0.04%00.0%Unchanged
Horrell Capital Management, Inc.547$115.0K0.03%00.0%Unchanged
Davis Capital Management555$117.1K0.09%+88+18.8%Added
EnRich Financial Partners LLC562$118.5K0.04%−35−5.9%Reduced
Acima Private Wealth, LLC569$120.0K0.04%00.0%Unchanged
Jupiter Wealth Management LLC574$121.0K0.06%00.0%Unchanged
Northwest Capital Management Inc579$122.1K0.04%00.0%Unchanged
Broadwater Capital Management LLC581$122.5K0.09%00.0%Unchanged
Dunhill Financial, LLC597$125.9K0.06%−123−17.1%Reduced
Disciplina Capital Management LLC601$126.8K0.02%−971,791−99.9%Reduced
Basso Capital Management, L.P.604$127.4K0.12%−847−58.4%Reduced
DecisionPoint Financial, LLC610$128.6K0.04%00.0%Unchanged
MidAtlantic Capital Management, Inc.643$135.6K0.10%−16−2.4%Reduced
Global Wealth Strategies & Associates651$137.3K0.05%+136+26.4%Added