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 |
|---|---|---|---|---|---|
| 1776 Wealth LLC | 3,650 | $769.7K | 0.34% | +10.0% | Added |
| Santori & Peters | 3,656 | $770.8K | 0.31% | −71−1.9% | Reduced |
| Semus Wealth Partners LLC | 3,661 | $772.0K | 0.54% | −182−4.7% | Reduced |
| Paragon Capital Management Ltd | 3,670 | $773.9K | 0.15% | −12−0.3% | Reduced |
| Greenland Capital Management LP | 3,672 | $774.3K | 0.14% | +1,060+40.6% | Added |
| Quest Partners LLC | 3,674 | $774.7K | 0.07% | −1,944−34.6% | Reduced |
| Fiera Capital Corp | 3,675 | $774.9K | 0.00% | −63−1.7% | Reduced |
| Impact Partnership Wealth, LLC | 3,678 | $775.6K | 0.18% | −115−3.0% | Reduced |
| Tanager Wealth Management LLP | 3,680 | $776.0K | 0.10% | −17−0.5% | Reduced |
| Meridian Financial, LLC | 3,685 | $777.1K | 0.52% | 00.0% | Unchanged |
| Operose Advisors LLC | 3,689 | $777.9K | 0.25% | +166+4.7% | Added |
| Arkfeld Wealth Strategies, L.L.C. | 3,685 | $778.3K | 0.38% | +16+0.4% | Added |
| Diversified Portfolios, Inc. | 3,695 | $779.2K | 0.09% | −4−0.1% | Reduced |
| Dougherty Wealth Advisers LLC | 3,699 | $780.0K | 0.62% | −50−1.3% | Reduced |
| Discipline Wealth Solutions, LLC | 3,699 | $780.0K | 0.41% | +3,699 | New |
| Rede Wealth, LLC | 3,706 | $781.5K | 0.30% | +14+0.4% | Added |
| Oberweis Asset Management Inc | 3,709 | $782.0K | 0.04% | −98−2.6% | Reduced |
| Smith Thornton Advisors LLC | 3,711 | $782.5K | 0.51% | +775+26.4% | Added |
| Total Investment Management Inc | 3,720 | $784.3K | 0.09% | −111−2.9% | Reduced |
| OneAscent Wealth Management LLC | 3,721 | $785.0K | 0.30% | +346+10.3% | Added |
| Portland Global Advisors LLC | 3,725 | $785.5K | 0.10% | 00.0% | Unchanged |
| Advance Capital Management, Inc. | 3,732 | $786.9K | 0.03% | +257+7.4% | Added |
| TCFG Wealth Management, LLC | 3,734 | $787.4K | 0.40% | +3,734 | New |
| Hourglass Capital, LLC | 3,735 | $787.6K | 0.22% | 00.0% | Unchanged |
| Security National Bank of So Dak | 3,761 | $793.0K | 0.44% | −250−6.2% | Reduced |
| Global Assets Advisory, LLC | 3,837 | $794.4K | 0.43% | +3,837 | New |
| Maltin Wealth Management, Inc. | 3,768 | $794.5K | 0.39% | +16+0.4% | Added |
| BlueSky Wealth Advisors, LLC | 3,768 | $794.5K | 0.12% | −568−13.1% | Reduced |
| Tillman Hartley LLC | 3,779 | $796.8K | 0.24% | 00.0% | Unchanged |
| Benchmark Financial Wealth Advisors, LLC | 3,779 | $796.9K | 0.27% | +798+26.8% | Added |
| Synergy Financial Management, LLC | 3,801 | $801.6K | 0.12% | −19,423−83.6% | Reduced |
| LCM Capital Management Inc | 3,811 | $803.6K | 0.46% | 00.0% | Unchanged |
| M3 Advisory Group, LLC | 3,814 | $804.3K | 0.59% | +70+1.9% | Added |
| Ruggaard & Associates LLC | 3,819 | $805.3K | 0.35% | 00.0% | Unchanged |
| Reston Wealth Management LLC | 3,823 | $806.1K | 0.29% | +127+3.4% | Added |
| NFP Retirement, Inc. | 3,837 | $809.3K | 0.07% | −1,044−21.4% | Reduced |
| Per Stirling Capital Management, LLC. | 3,839 | $809.6K | 0.11% | +383+11.1% | Added |
| Meridian Wealth Partners, LLC | 3,840 | $809.6K | 0.13% | −546−12.4% | Reduced |
| GenWealth Group, Inc. | 3,844 | $810.5K | 0.19% | −68−1.7% | Reduced |
| One Day In July LLC | 3,850 | $811.8K | 0.09% | +1,712+80.1% | Added |
| Howard Wealth Management, LLC | 3,853 | $812.5K | 0.47% | +16+0.4% | Added |
| Arthur M. Cohen & Associates, LLC | 3,931 | $814.0K | 0.15% | 00.0% | Unchanged |
| Whalen Wealth Management Inc. | 3,865 | $815.0K | 0.58% | −156−3.9% | Reduced |
| TSFG, LLC | 3,868 | $816.0K | 0.18% | −31−0.8% | Reduced |
| Bright Futures Wealth Management, LLC. | 3,638 | $816.5K | 0.39% | +52+1.5% | Added |
| Ecofi Investissements SA | 4,800 | $819.0K | 0.54% | −50−1.0% | Reduced |
| Gibbs Wealth Management | 3,885 | $819.2K | 0.27% | −216−5.3% | Reduced |
| Essex Investment Management Co LLC | 3,886 | $819.4K | 0.14% | −26−0.7% | Reduced |
| Clearview Wealth Advisors LLC | 3,888 | $819.8K | 0.63% | −189−4.6% | Reduced |
| Lifeworks Advisors, LLC | 3,893 | $820.9K | 0.16% | +117+3.1% | Added |
| Vawter Financial, Ltd. | 3,900 | $822.4K | 0.50% | +350+9.9% | Added |
| Cape Investment Advisory, Inc. | 3,914 | $825.3K | 0.33% | +48+1.2% | Added |
| Auto-Owners Insurance Co | 3,915 | $825.5K | 0.02% | 00.0% | Unchanged |
| Affinity Capital Advisors, LLC | 3,917 | $826.0K | 0.16% | −383−8.9% | Reduced |
| Ninepoint Partners LP | 3,919 | $826.4K | 0.11% | +3,420+685.4% | Added |
| Doheny Asset Management | 3,926 | $828.0K | 0.57% | −979−20.0% | Reduced |
| SMART Wealth LLC | 3,938 | $830.4K | 0.33% | +2,486+171.2% | Added |
| LWMG, LLC | 3,940 | $830.9K | 0.16% | −45−1.1% | Reduced |
| Thomas Story & Son LLC | 3,940 | $831.0K | 0.34% | 00.0% | Unchanged |
| Ironwood Investment Management LLC | 3,954 | $833.7K | 0.41% | 00.0% | Unchanged |
| Mogy Joel R Investment Counsel Inc | 3,966 | $836.3K | 0.05% | −500−11.2% | Reduced |
| Redwood Investment Management, LLC | 3,969 | $837.0K | 0.07% | +2,030+104.7% | Added |
| Harbor Group, Inc. | 3,987 | $840.7K | 0.19% | 00.0% | Unchanged |
| Virtu Financial LLC | 3,990 | $841.0K | 0.05% | −1,650−29.3% | Reduced |
| WealthTrust Asset Management, LLC | 3,990 | $841.3K | 0.63% | +207+5.5% | Added |
| Gsa Capital Partners LLP | 3,994 | $842.0K | 0.06% | +3,994 | New |
| Wendell David Associates Inc | 4,000 | $844.0K | 0.08% | −522−11.5% | Reduced |
| Lumbard & Kellner, LLC | 4,004 | $844.3K | 0.37% | +4,004 | New |
| Warther Private Wealth, LLC | 4,010 | $845.5K | 0.30% | −1,589−28.4% | Reduced |
| IVC Wealth Advisors LLC | 4,013 | $846.1K | 0.46% | +78+2.0% | Added |
| Old North State Trust, LLC | 4,017 | $847.0K | 0.69% | +117+3.0% | Added |
| Heritage Wealth Partners, LLC | 4,018 | $847.2K | 1.00% | −1,510−27.3% | Reduced |
| Safeguard Financial, LLC | 4,019 | $847.5K | 0.20% | +600+17.5% | Added |
| McCarthy & Cox | 4,023 | $848.2K | 0.33% | +2,237+125.3% | Added |
| Quantum Private Wealth, LLC | 4,032 | $850.2K | 0.29% | −37−0.9% | Reduced |
| Taylor Financial Group, Inc. | 4,041 | $852.1K | 0.59% | 00.0% | Unchanged |
| Flagstone Financial Management | 4,056 | $855.3K | 0.29% | +951+30.6% | Added |
| ICONIQ Capital, LLC | 4,063 | $856.7K | 0.02% | +1,706+72.4% | Added |
| Horizon Kinetics Asset Management LLC | 4,067 | $857.6K | 0.01% | 00.0% | Unchanged |
| Wimmer Associates 1, LLC | 4,074 | $859.0K | 0.42% | 00.0% | Unchanged |
| Warren Street Wealth Advisors, LLC | 4,078 | $859.8K | 0.36% | −19−0.5% | Reduced |
| Sterling Group Wealth Management, LLC | 4,080 | $860.3K | 0.46% | +102+2.6% | Added |
| Kaydan Wealth Management, Inc. | 4,081 | $860.5K | 0.25% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 4,095 | $863.5K | 0.07% | −26−0.6% | Reduced |
| Custom Index Systems, LLC | 4,099 | $864.3K | 0.47% | −101−2.4% | Reduced |
| Investmark Advisory Group LLC | 4,100 | $864.6K | 0.42% | +39+1.0% | Added |
| Wagner Wealth Management, LLC | 4,110 | $866.7K | 0.23% | −307−7.0% | Reduced |
| CJM Wealth Advisers, Ltd. | 4,114 | $867.4K | 0.30% | +20.0% | Added |
| CMG Global Holdings, LLC | 4,116 | $867.9K | 0.49% | −22−0.5% | Reduced |
| Archetype Wealth Partners | 4,131 | $871.0K | 0.13% | −78−1.9% | Reduced |
| Crown Wealth Group, LLC | 4,133 | $871.4K | 0.38% | −194−4.5% | Reduced |
| Summa Corp. | 4,133 | $871.5K | 0.42% | +10.0% | Added |
| Michael B. Yongue | 4,142 | $873.4K | 0.70% | −100−2.4% | Reduced |
| 1858 Wealth Management, LLC | 4,144 | $873.8K | 0.72% | +499+13.7% | Added |
| Up Strategic Wealth Investment Advisors LLC | 4,144 | $873.8K | 0.98% | +599+16.9% | Added |
| GGM Financials LLC | 4,153 | $875.7K | 0.75% | −7−0.2% | Reduced |
| Landaas & Co | 4,156 | $876.0K | 0.24% | +2,000+92.8% | Added |
| Watershed Private Wealth LLC | 4,157 | $876.5K | 0.35% | −100−2.3% | Reduced |
| S.A. Mason LLC | 4,169 | $879.1K | 0.47% | +14+0.3% | Added |
| Virtus ETF Advisers LLC | 4,172 | $879.7K | 0.41% | +4,172 | New |