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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 5,156 | $643.7B |
| Q1 2026 | 5,102 | $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 | 4,679 | $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 | 3,711 | $297.0B |
| Q2 2023 | 3,672 | $297.6B |
| Q1 2023 | 3,612 | $266.3B |
| Q4 2022 | 3,629 | $278.3B |
| Q3 2022 | 3,396 | $212.9B |
| Q2 2022 | 3,428 | $229.3B |
| Q1 2022 | 3,519 | $278.9B |
| Q4 2021 | 3,594 | $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 |
|---|---|---|---|---|---|
| Evolution Advisers, Inc. | 657 | $138.0K | 0.08% | 00.0% | Unchanged |
| Valley Forge Investment Consultants Inc Adv | 661 | $139.4K | 0.05% | +98+17.4% | Added |
| Pingora Partners LLC | 663 | $139.8K | 0.10% | −102−13.3% | Reduced |
| TruNorth Capital Management, LLC | 665 | $140.2K | 0.04% | +63+10.5% | Added |
| Tidemark, LLC | 674 | $142.2K | 0.06% | +30+4.7% | Added |
| Maryland Capital Advisors Inc. | 676 | $142.5K | 0.07% | −2−0.3% | Reduced |
| Avion Wealth | 686 | $144.0K | 0.04% | +414+152.2% | Added |
| Guardian Wealth Management, Inc. | 711 | $149.9K | 0.11% | +4+0.6% | Added |
| Rakuten Securities, Inc. | 726 | $153.1K | 0.07% | +362+99.5% | Added |
| Meeder Asset Management Inc | 751 | $158.4K | 0.01% | +15+2.0% | Added |
| Vista Private Wealth Partners. LLC | 757 | $159.7K | 0.06% | −432−36.3% | Reduced |
| Pacific Capital Wealth Advisors, Inc | 777 | $163.8K | 0.03% | −169−17.9% | Reduced |
| Financial Network Wealth Advisors LLC | 825 | $173.9K | 0.14% | −284−25.6% | Reduced |
| TD Capital Management LLC | 832 | $175.4K | 0.02% | +55+7.1% | Added |
| Mendota Financial Group, LLC | 842 | $177.5K | 0.08% | −110−11.6% | Reduced |
| Lummis Asset Management, LP | 858 | $180.9K | 0.21% | +676+371.4% | Added |
| Legend Financial Advisors, Inc. | 863 | $182.0K | 0.13% | −120−12.2% | Reduced |
| Macroview Investment Management LLC | 867 | $182.8K | 0.18% | +12+1.4% | Added |
| Financial Avengers, Inc. | 868 | $183.0K | 0.09% | +43+5.2% | Added |
| Valued Wealth Advisors LLC | 873 | $184.1K | 0.12% | −7−0.8% | Reduced |
| Flaharty Asset Management, LLC | 874 | $184.2K | 0.03% | +874 | New |
| Fairman Group, LLC | 900 | $189.7K | 0.17% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 917 | $193.4K | 0.16% | 00.0% | Unchanged |
| Virtus Investment Advisers, Inc. | 919 | $193.8K | 0.15% | 00.0% | Unchanged |
| Mizuho Bank, Ltd. | 920 | $194.0K | 0.04% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 873 | $194.6K | 0.05% | −28−3.1% | Reduced |
| Sander Capital Advisors Inc | 925 | $195.0K | 0.09% | +120+14.9% | Added |
| Main Street Group, LTD | 928 | $195.7K | 0.08% | +484+109.0% | Added |
| Mizuho Markets Cayman LP | 932 | $196.5K | 0.87% | −10−1.1% | Reduced |
| Magnolia Wealth Management, LLC | 949 | $200.1K | 0.14% | +949 | New |
| Timber Creek Capital Management LLC | 950 | $200.3K | 0.06% | 00.0% | Unchanged |
| Treasure Coast Financial Planning | 950 | $200.3K | 0.12% | +950 | New |
| AtlasMark Financial, Inc | 950 | $200.3K | 0.19% | +950 | New |
| Crestmont Private Wealth LLC | 951 | $200.5K | 0.09% | +951 | New |
| Wealthcare Capital Management LLC | 953 | $200.9K | 0.02% | +953 | New |
| Carroll Investors, Inc | 956 | $201.4K | 0.13% | +956 | New |
| LifePlan Investment Advisors, Inc. | 967 | $203.9K | 0.13% | +967 | New |
| Kure Advisory, LLC | 968 | $204.1K | 0.18% | +968 | New |
| Dimension Capital Management LLC | 969 | $204.3K | 0.04% | −643−39.9% | Reduced |
| WealthCollab, LLC | 969 | $204.3K | 0.13% | 00.0% | Unchanged |
| University of Texas/Texas Am Investment Managment Co | 971 | $204.7K | 0.03% | −5,018−83.8% | Reduced |
| Stack Financial Management, Inc | 971 | $204.8K | 0.02% | +971 | New |
| Kades & Cheifetz LLC | 972 | $205.0K | 0.12% | +972 | New |
| CMH Wealth Management LLC | 974 | $205.4K | 0.05% | +974 | New |
| PFS Partners, LLC | 975 | $205.7K | 0.12% | −49−4.8% | Reduced |
| Planning Alternatives Ltd | 976 | $205.8K | 0.03% | −33−3.3% | Reduced |
| Jackson Wealth Management, LLC | 983 | $207.0K | 0.02% | −13−1.3% | Reduced |
| Flagship Private Wealth, LLC | 983 | $207.3K | 0.11% | +983 | New |
| DGS Capital Management, LLC | 988 | $208.3K | 0.06% | +988 | New |
| O'Brien Wealth Partners LLC | 989 | $208.5K | 0.04% | −28−2.8% | Reduced |
| West Coast Financial LLC | 989 | $208.5K | 0.02% | 00.0% | Unchanged |
| Fonville Wealth Management LLC | 989 | $208.6K | 0.07% | +989 | New |
| AAFCPAs Wealth Management, LLC | 990 | $208.7K | 0.11% | −39−3.8% | Reduced |
| PrairieView Partners, LLC | 1,000 | $210.0K | 0.02% | 00.0% | Unchanged |
| Unconventional Investor, LLC | 996 | $210.0K | 0.13% | +996 | New |
| Brandywine Trust Co | 1,000 | $210.9K | 0.03% | 00.0% | Unchanged |
| StoneCrest Wealth Management, Inc. | 1,000 | $210.9K | 0.15% | 00.0% | Unchanged |
| BOCHK Asset Management Ltd | 1,000 | $210.9K | 0.06% | 00.0% | Unchanged |
| Windward Capital Management Co | 1,000 | $210.9K | 0.02% | +1,000 | New |
| New Harbor Financial Group, LLC | 1,000 | $210.9K | 0.06% | +1,000 | New |
| Stonebridge Capital Management Inc | 1,000 | $211.0K | 0.08% | 00.0% | Unchanged |
| Weybosset Research & Management LLC | 1,000 | $211.0K | 0.07% | +1,000 | New |
| Chase Investment Counsel Corp | 1,006 | $212.0K | 0.07% | +1,006 | New |
| Lavaca Capital LLC | 1,007 | $212.3K | 0.10% | 00.0% | Unchanged |
| Standard Family Office LLC | 1,011 | $213.2K | 0.26% | 00.0% | Unchanged |
| MAS Advisors LLC | 1,011 | $213.3K | 0.45% | 00.0% | Unchanged |
| City Center Advisors, LLC | 1,013 | $213.6K | 0.24% | −6−0.6% | Reduced |
| Tfo-TDC, LLC | 1,018 | $214.7K | 0.04% | +1,018 | New |
| Alamar Capital Management, LLC | 1,020 | $215.1K | 0.12% | 00.0% | Unchanged |
| Carlson Capital Management | 1,023 | $215.6K | 0.01% | −23−2.2% | Reduced |
| Kelman-Lazarov, Inc. | 1,024 | $215.9K | 0.04% | 00.0% | Unchanged |
| VanderPol Investments L.L.C. | 1,028 | $216.8K | 0.48% | +34+3.4% | Added |
| Rappaport Reiches Capital Management, LLC | 1,029 | $217.0K | 0.06% | +17+1.7% | Added |
| Ironsides Asset Advisors, LLC | 1,031 | $217.5K | 0.06% | +1,031 | New |
| Vestia Personal Wealth Advisors | 1,033 | $217.8K | 0.21% | +1,033 | New |
| Renaissance Investment Group LLC | 1,035 | $218.2K | 0.05% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 1,035 | $218.3K | 0.04% | +1,035 | New |
| Lifestyle Asset Management, Inc. | 1,037 | $218.7K | 0.12% | −91−8.1% | Reduced |
| Strategic Financial Concepts, LLC | 1,038 | $219.0K | 0.07% | −189,911−99.5% | Reduced |
| Claris Advisors, LLC | 1,040 | $219.4K | 0.10% | +1,040 | New |
| Pacific Sage Partners, LLC | 1,041 | $219.5K | 0.05% | 00.0% | Unchanged |
| Wade Financial Advisory, Inc | 1,044 | $220.1K | 0.07% | 00.0% | Unchanged |
| Eight 31 Financial LLC | 1,049 | $221.2K | 0.17% | −76−6.8% | Reduced |
| Comprehensive Financial Management LLC | 1,053 | $222.0K | 0.01% | 00.0% | Unchanged |
| Everstar Asset Management, LLC | 1,054 | $222.2K | 0.15% | +1,054 | New |
| WFA Asset Management Corp | 1,058 | $223.1K | 0.12% | +5+0.5% | Added |
| Newton One Investments LLC | 1,059 | $223.2K | 0.09% | +6+0.6% | Added |
| New Wave Wealth Advisors LLC | 1,059 | $223.3K | 0.10% | 00.0% | Unchanged |
| SWP Financial LLC | 1,059 | $223.3K | 0.14% | +29+2.8% | Added |
| Heritage Oak Wealth Advisors LLC | 1,059 | $223.3K | 0.10% | +1,059 | New |
| Rock Point Advisors, LLC | 1,062 | $223.9K | 0.06% | −62−5.5% | Reduced |
| Lesa Sroufe & Co | 1,061 | $224.0K | 0.21% | 00.0% | Unchanged |
| O'Connor Financial Group LLC | 1,063 | $224.1K | 0.12% | +10+0.9% | Added |
| Parkside Advisors LLC | 1,064 | $224.4K | 0.05% | 00.0% | Unchanged |
| Templeton & Phillips Capital Management, LLC | 1,065 | $224.6K | 0.17% | 00.0% | Unchanged |
| New England Research & Management, Inc. | 1,065 | $225.0K | 0.11% | 00.0% | Unchanged |
| Epiq Partners, LLC | 1,068 | $225.2K | 0.12% | 00.0% | Unchanged |
| Capstone Wealth Management Group, LLC | 1,070 | $225.6K | 0.13% | +2+0.2% | Added |
| IAG Wealth Partners, LLC | 1,070 | $225.6K | 0.04% | 00.0% | Unchanged |
| Cypress Point Wealth Management, LLC | 1,071 | $225.8K | 0.09% | −93−8.0% | Reduced |