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; 5,158 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 5,158 | $643.7B |
| Q1 2026 | 5,103 | $572.0B |
| Q4 2025 | 5,154 | $639.5B |
| Q3 2025 | 4,765 | $618.0B |
| Q2 2025 | 4,752 | $582.4B |
| Q1 2025 | 4,679 | $494.6B |
| Q4 2024 | 4,680 | $490.0B |
| Q3 2024 | 4,215 | $429.4B |
| Q2 2024 | 4,181 | $416.2B |
| Q1 2024 | 4,120 | $414.5B |
| Q4 2023 | 4,001 | $351.8B |
| Q3 2023 | 3,710 | $297.0B |
| Q2 2023 | 3,672 | $297.6B |
| Q1 2023 | 3,612 | $266.3B |
| Q4 2022 | 3,628 | $278.3B |
| Q3 2022 | 3,395 | $212.9B |
| Q2 2022 | 3,427 | $229.3B |
| Q1 2022 | 3,519 | $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, Q3 2024
Shares, value and share of portfolio for each institution holding JPMorgan Chase & Co; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| WestHill Financial Advisors, Inc. | 3,182 | $671.0K | 0.15% | +86+2.8% | Added |
| Rise Advisors, LLC | 3,183 | $671.2K | 0.32% | +15+0.5% | Added |
| Insight 2811, Inc. | 3,186 | $671.8K | 0.33% | 00.0% | Unchanged |
| Davies Financial Advisors, Inc. | 3,186 | $671.9K | 0.59% | −54−1.7% | Reduced |
| McDonough Capital Management, Inc | 3,190 | $672.6K | 0.46% | +257+8.8% | Added |
| Facet Wealth, Inc. | 3,020 | $673.2K | 0.02% | +691+29.7% | Added |
| Vista Capital Partners, Inc. | 3,201 | $675.0K | 0.08% | −133−4.0% | Reduced |
| Silverlake Wealth Management LLC | 3,201 | $675.0K | 0.26% | −337−9.5% | Reduced |
| Wolff Financial Management LLC | 3,209 | $677.0K | 0.18% | 00.0% | Unchanged |
| Great Diamond Partners, LLC | 3,213 | $677.5K | 0.17% | −1,831−36.3% | Reduced |
| SRN Advisors, LLC | 3,213 | $677.5K | 0.60% | −1,703−34.6% | Reduced |
| Unionview, LLC | 3,222 | $679.5K | 0.53% | +10.0% | Added |
| Deltec Asset Management LLC | 3,225 | $680.0K | 0.13% | 00.0% | Unchanged |
| Weaver Consulting Group | 3,234 | $681.9K | 0.22% | −346−9.7% | Reduced |
| Tucker Asset Management LLC | 3,236 | $682.3K | 0.16% | +249+8.3% | Added |
| Cable Hill Partners, LLC | 3,240 | $683.3K | 0.07% | +45+1.4% | Added |
| Ariston Services Group | 3,250 | $685.3K | 0.60% | 00.0% | Unchanged |
| Outlook Wealth Advisors, LLC | 3,251 | $685.5K | 0.20% | +43+1.3% | Added |
| Integrity Financial Corp | 3,256 | $686.5K | 0.40% | +108+3.4% | Added |
| Fountainhead AM, LLC | 3,260 | $687.4K | 0.14% | −103−3.1% | Reduced |
| Round Rock Advisors, LLC | 3,260 | $687.5K | 0.16% | −1,562−32.4% | Reduced |
| Creekside Partners | 3,263 | $688.0K | 0.36% | −23−0.7% | Reduced |
| Whelan Financial | 3,269 | $689.2K | 0.28% | +70+2.2% | Added |
| Abound Wealth Management | 3,276 | $690.7K | 0.23% | +40+1.2% | Added |
| ZRC Wealth Management, LLC | 3,280 | $691.6K | 0.30% | +10.0% | Added |
| Forefront Analytics, LLC | 3,281 | $691.8K | 0.33% | −3,235−49.6% | Reduced |
| Acorn Creek Capital LLC | 3,287 | $693.0K | 0.37% | +37+1.1% | Added |
| AMJ Financial Wealth Management | 3,290 | $693.7K | 0.20% | −187−5.4% | Reduced |
| Lockerman Financial Group, Inc. | 3,295 | $694.8K | 1.18% | +10+0.3% | Added |
| Pasadena Private Wealth, LLC | 5,090 | $695.0K | 0.15% | +1,802+54.8% | Added |
| Altus Wealth Management, LLC | 3,312 | $698.3K | 0.33% | −10.0% | Reduced |
| Paragon Private Wealth Management, LLC | 3,323 | $700.7K | 0.35% | +487+17.2% | Added |
| Willow Creek Wealth Management Inc. | 3,328 | $701.9K | 0.07% | +1,084+48.3% | Added |
| Ehrlich Financial Group | 3,329 | $702.0K | 0.50% | +54+1.6% | Added |
| Alpha Financial Partners, LLC | 3,329 | $702.0K | 0.50% | +343+11.5% | Added |
| Smith Anglin Financial, LLC | 3,331 | $702.4K | 0.07% | +322+10.7% | Added |
| Wellington Wealth Strategies, LLC. | 3,172 | $704.0K | 0.53% | +3,172 | New |
| Reuter James Wealth Management, LLC | 3,348 | $706.1K | 0.13% | +392+13.3% | Added |
| Pacific Center for Financial Services | 3,349 | $706.1K | 0.19% | +49+1.5% | Added |
| FDx Advisors, Inc. | 3,351 | $707.0K | 0.19% | −65−1.9% | Reduced |
| Willis Johnson & Associates, Inc. | 3,369 | $710.5K | 0.05% | −209−5.8% | Reduced |
| Laraway Financial Inc | 3,373 | $711.2K | 0.57% | 00.0% | Unchanged |
| Prosperity Wealth Management, Inc. | 3,380 | $712.7K | 0.29% | 00.0% | Unchanged |
| Arkansas Financial Group, Inc. | 3,381 | $713.0K | 0.12% | −210−5.8% | Reduced |
| Prostatis Group LLC | 3,382 | $713.1K | 0.23% | −381−10.1% | Reduced |
| Bank & Trust Co | 3,391 | $715.0K | 0.58% | −81−2.3% | Reduced |
| Legacy Financial Strategies, LLC | 3,392 | $715.3K | 0.16% | −409−10.8% | Reduced |
| Opus Capital Group, LLC | 3,402 | $717.0K | 0.09% | +156+4.8% | Added |
| Glass Wealth Management Co LLC | 3,407 | $718.3K | 0.40% | +28+0.8% | Added |
| Joule Financial, LLC | 3,410 | $719.0K | 0.26% | −166−4.6% | Reduced |
| HTG Investment Advisors, Inc. | 3,411 | $719.2K | 0.34% | −26−0.8% | Reduced |
| Emerald Advisors, LLC | 3,195 | $720.0K | 0.10% | +62+2.0% | Added |
| Invenio Wealth Partners LLC | 3,419 | $720.9K | 0.31% | 00.0% | Unchanged |
| Vigilare Wealth Management | 3,434 | $724.1K | 0.29% | −1,024−23.0% | Reduced |
| GSG Advisors LLC | 3,499 | $724.4K | 0.24% | +331+10.4% | Added |
| Henrickson Nauta Wealth Advisors, Inc. | 3,436 | $724.6K | 0.29% | +45+1.3% | Added |
| J.Safra Asset Management Corp | 3,452 | $726.6K | 0.07% | +271+8.5% | Added |
| Round Hill Asset Management | 3,452 | $727.9K | 0.48% | −3,854−52.8% | Reduced |
| Burkett Financial Services, LLC | 3,453 | $728.1K | 0.30% | −172−4.7% | Reduced |
| AXS Investments LLC | 3,456 | $728.7K | 0.19% | −654−15.9% | Reduced |
| BIP Wealth, LLC | 3,460 | $729.7K | 0.05% | +163+4.9% | Added |
| Sierra Capital LLC | 3,471 | $732.0K | 0.09% | 00.0% | Unchanged |
| Whitaker-Myers Wealth Managers, LTD. | 3,477 | $733.2K | 0.24% | +798+29.8% | Added |
| Cascade Investment Advisors, Inc. | 3,478 | $733.4K | 0.47% | 00.0% | Unchanged |
| Cottonwood Capital Advisors, LLC | 3,489 | $735.8K | 0.54% | −125−3.5% | Reduced |
| Koss-Olinger Consulting, LLC | 3,496 | $737.0K | 0.06% | +133+4.0% | Added |
| WJ Interests, LLC | 3,498 | $737.6K | 0.33% | 00.0% | Unchanged |
| Keating Investment Counselors Inc | 3,500 | $738.0K | 0.22% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 3,505 | $739.1K | 0.43% | −1,226−25.9% | Reduced |
| Fiducient Advisors LLC | 3,511 | $740.3K | 0.09% | −1,059−23.2% | Reduced |
| Mattern Capital Management, LLC | 3,513 | $740.8K | 0.09% | +318+10.0% | Added |
| Summitry LLC | 3,516 | $741.5K | 0.04% | +872+33.0% | Added |
| Northwest Investment Counselors, LLC | 3,517 | $741.6K | 0.17% | −169−4.6% | Reduced |
| Grey Fox Wealth Advisors, LLC | 3,518 | $741.8K | 0.21% | +70+2.0% | Added |
| Fuller & Thaler Asset Management, Inc. | 3,529 | $744.1K | 0.00% | 00.0% | Unchanged |
| Braun-Bostich & Associates Inc. | 3,530 | $744.3K | 0.52% | +48+1.4% | Added |
| Carmel Capital Partners, LLC | 3,534 | $745.2K | 0.29% | +118+3.5% | Added |
| Salomon & Ludwin, LLC | 3,548 | $748.1K | 0.08% | −108−3.0% | Reduced |
| Mayfair Advisory Group, LLC | 3,547 | $749.2K | 0.47% | 00.0% | Unchanged |
| Elwood & Goetz Wealth Advisory Group, LLC | 3,558 | $750.2K | 0.19% | +1,540+76.3% | Added |
| Capital Management Associates, Inc | 3,562 | $751.2K | 0.31% | +104+3.0% | Added |
| Magnolia Capital Management Ltd | 3,575 | $754.0K | 0.60% | 00.0% | Unchanged |
| LongView Wealth Management | 3,576 | $754.0K | 0.24% | +133+3.9% | Added |
| Nottingham Advisors, Inc. | 3,586 | $756.1K | 0.08% | −42−1.2% | Reduced |
| RBA Wealth Management, LLC | 3,586 | $756.1K | 0.29% | −28−0.8% | Reduced |
| Stonekeep Investments, LLC | 3,592 | $757.3K | 0.58% | +56+1.6% | Added |
| Infrastructure Capital Advisors, LLC | 3,592 | $757.4K | 0.11% | +627+21.1% | Added |
| Holland Advisory Services, Inc. | 3,593 | $757.6K | 0.99% | +10.0% | Added |
| Atticus Wealth Management, LLC | 3,596 | $758.3K | 0.24% | +217+6.4% | Added |
| Single Point Partners, LLC | 3,611 | $761.0K | 1.21% | −104−2.8% | Reduced |
| Ariadne Wealth Management, LP | 3,220 | $761.1K | 0.41% | −419−11.5% | Reduced |
| Keebeck Wealth Management, LLC | 3,617 | $762.8K | 0.11% | −10,729−74.8% | Reduced |
| Consilio Wealth Advisors, LLC | 3,623 | $764.0K | 0.32% | +380+11.7% | Added |
| Garde Capital, Inc. | 3,626 | $764.0K | 0.05% | −103−2.8% | Reduced |
| Zega Financial, LLC | 3,627 | $764.8K | 0.25% | −1,277−26.0% | Reduced |
| Hoxton Planning & Management, LLC | 3,629 | $765.2K | 0.30% | +659+22.2% | Added |
| von Borstel & Associates, Inc. | 3,633 | $766.0K | 0.43% | +3,633 | New |
| Walkner Condon Financial Advisors LLC | 3,637 | $766.8K | 0.16% | +866+31.3% | Added |
| NCP Inc. | 3,641 | $767.7K | 0.44% | −71−1.9% | Reduced |
| Ssi Investment Management LLC | 3,647 | $769.0K | 0.06% | −565−13.4% | Reduced |