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 |
|---|---|---|---|---|---|
| Equita Financial Network, Inc. | 1,070 | $226.0K | 0.08% | +1,070 | New |
| WPWealth LLP | 1,075 | $226.6K | 0.05% | −106−9.0% | Reduced |
| Annandale Capital, LLC | 1,075 | $227.0K | 0.05% | 00.0% | Unchanged |
| Life Planning Partners, Inc | 1,077 | $227.1K | 0.20% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 1,077 | $227.1K | 0.06% | +8+0.7% | Added |
| Revisor Wealth Management LLC | 1,078 | $227.4K | 0.14% | +1,078 | New |
| LPWM LLC | 1,110 | $227.8K | 0.07% | 00.0% | Unchanged |
| Boston Common Asset Management, LLC | 1,083 | $228.0K | 0.01% | −1−0.1% | Reduced |
| Halpern Financial, Inc. | 1,100 | $228.0K | 0.06% | −100−8.3% | Reduced |
| Pinnacle Financial Group, LLC | 1,082 | $228.0K | 0.09% | −34−3.0% | Reduced |
| Heritage Wealth Management, Inc. | 1,082 | $228.2K | 0.21% | −4−0.4% | Reduced |
| Accelerate Investment Advisors LLC | 1,086 | $229.0K | 0.22% | +1,086 | New |
| Guardian Financial Partners, LLC | 1,088 | $229.4K | 0.14% | +1,088 | New |
| ShoreHaven Wealth Partners, LLC | 1,091 | $230.1K | 0.11% | +18+1.7% | Added |
| 25 LLC | 1,092 | $230.3K | 0.10% | +48+4.6% | Added |
| Human Investing LLC | 1,098 | $231.5K | 0.04% | +1,098 | New |
| Avid Wealth Partners LLC | 1,099 | $231.7K | 0.16% | 00.0% | Unchanged |
| 4J Wealth Management LLC | 1,103 | $232.6K | 0.18% | −150−12.0% | Reduced |
| MA Private Wealth | 1,108 | $233.6K | 0.04% | +15+1.4% | Added |
| Jim Saulnier & Associates, LLC | 1,108 | $233.7K | 0.23% | +1,108 | New |
| Financial Synergies Wealth Advisors, Inc. | 1,108 | $233.7K | 0.03% | +1,108 | New |
| Eagle Capital Management LLC | 1,109 | $233.8K | 0.00% | 00.0% | Unchanged |
| Duncan Williams Asset Management, LLC | 1,109 | $233.9K | 0.13% | +1,109 | New |
| Parkwoods Wealth Partners, LLC | 1,110 | $234.1K | 0.19% | +1,110 | New |
| Stonehearth Capital Management, LLC | 1,114 | $234.9K | 0.09% | −32−2.8% | Reduced |
| Auxier Asset Management | 1,115 | $235.1K | 0.03% | −22−1.9% | Reduced |
| Orgel Wealth Management, LLC | 1,115 | $235.1K | 0.01% | +36+3.3% | Added |
| Wiser Wealth Management, Inc | 1,120 | $236.2K | 0.07% | +87+8.4% | Added |
| Stone House Investment Management, LLC | 1,128 | $237.8K | 0.05% | −15−1.3% | Reduced |
| Integrity Wealth Solutions LLC | 1,129 | $238.1K | 0.14% | +1,129 | New |
| Corepath Wealth Partners LLC | 1,077 | $238.4K | 0.23% | +95+9.7% | Added |
| PCG Wealth Advisors, LLC | 1,133 | $238.8K | 0.09% | +1,133 | New |
| Caerus Investment Advisors, LLC | 1,133 | $238.9K | 0.23% | 00.0% | Unchanged |
| Boston Mountain Money Management Inc | 1,133 | $238.9K | 0.14% | +1,133 | New |
| Eastover Investment Advisors LLC | 1,135 | $239.3K | 0.11% | 00.0% | Unchanged |
| MontVue Capital Management, Inc. | 1,137 | $239.7K | 0.18% | −116−9.3% | Reduced |
| Leslie Global Wealth, LLC | 1,138 | $240.0K | 0.12% | +1,138 | New |
| Cannon Wealth Management Services, LLC | 1,138 | $240.0K | 0.22% | +1,138 | New |
| Bellecapital International Ltd. | 1,140 | $240.4K | 0.05% | +1,140 | New |
| Aufman Associates Inc | 1,141 | $240.6K | 0.15% | +1,141 | New |
| Arrowroot Family Office, LLC | 1,143 | $241.0K | 0.14% | −70−5.8% | Reduced |
| V-Square Quantitative Management LLC | 1,144 | $241.2K | 0.04% | 00.0% | Unchanged |
| Prevail Innovative Wealth Advisors, LLC | 1,150 | $242.5K | 0.07% | +1,150 | New |
| Creekmur Asset Management LLC | 1,150 | $242.6K | 0.06% | −31−2.6% | Reduced |
| Geometric Wealth Advisors | 1,153 | $243.1K | 0.04% | 00.0% | Unchanged |
| Significant Wealth Partners LLC | 1,154 | $243.3K | 0.13% | −48−4.0% | Reduced |
| Iron Horse Wealth Management, LLC | 1,155 | $243.6K | 0.08% | +780+208.0% | Added |
| East Coast Asset Management, LLC. | 1,156 | $243.8K | 0.08% | 00.0% | Unchanged |
| Advisory Resource Group | 1,157 | $244.0K | 0.05% | 00.0% | Unchanged |
| MTM Financial Group, LLC | 1,157 | $244.0K | 0.15% | 00.0% | Unchanged |
| Petra Financial Advisors Inc | 1,160 | $244.6K | 0.16% | +165+16.6% | Added |
| Conrad Siegel Investment Advisors, Inc. | 1,161 | $244.9K | 0.07% | +171+17.3% | Added |
| Paradigm, Strategies in Wealth Management, LLC | 1,167 | $246.1K | 0.15% | −45−3.7% | Reduced |
| Bennett Associates Wealth Management | 1,167 | $246.1K | 0.20% | +69+6.3% | Added |
| Keebeck Alpha, LP | 1,168 | $246.3K | 0.16% | +99+9.3% | Added |
| Raffa Wealth Management, LLC | 1,170 | $246.8K | 0.06% | −105−8.2% | Reduced |
| Beckerman Institutional, LLC | 1,172 | $247.0K | 0.21% | +1,172 | New |
| Corbyn Investment Management Inc | 1,173 | $247.3K | 0.09% | −16−1.3% | Reduced |
| AIFG Consultants Ltd. | 1,175 | $247.8K | 0.19% | +2+0.2% | Added |
| Arista Wealth Management, LLC | 1,175 | $247.8K | 0.06% | 00.0% | Unchanged |
| Clark Financial Services Group Inc | 1,181 | $249.0K | 0.23% | +1,181 | New |
| Saxony Capital Management, LLC | 1,183 | $249.4K | 0.23% | −14−1.2% | Reduced |
| Quaker Wealth Management, LLC | 1,183 | $249.4K | 0.09% | +1,183 | New |
| Kingdom Financial Group LLC. | 1,188 | $250.5K | 0.19% | −4−0.3% | Reduced |
| ZynergyRetirementPlanningLLC | 1,189 | $250.7K | 0.18% | −100−7.8% | Reduced |
| Scholtz & Company, LLC | 1,191 | $251.1K | 0.12% | +1,191 | New |
| Afg Fiduciary Services Limited Partnership | 1,130 | $251.2K | 0.17% | −10−0.9% | Reduced |
| ESL Trust Services, LLC | 1,192 | $251.3K | 0.06% | −85−6.7% | Reduced |
| Instrumental Wealth, LLC | 1,135 | $251.4K | 0.25% | +34+3.1% | Added |
| Arcus Capital Partners, LLC | 1,193 | $251.6K | 0.09% | +4+0.3% | Added |
| Awm Capital, LLC | 1,193 | $251.6K | 0.03% | +71+6.3% | Added |
| True Link Financial Advisors, LLC | 1,198 | $252.6K | 0.02% | +131+12.3% | Added |
| Capstone Capital Wealth Advisors | 1,200 | $253.0K | 0.21% | −5−0.4% | Reduced |
| Prairie Wealth Advisors, Inc. | 1,200 | $253.0K | 0.13% | +126+11.7% | Added |
| Foguth Wealth Management, LLC. | 1,201 | $253.1K | 0.09% | −358−23.0% | Reduced |
| TPG Financial Advisors, LLC | 1,204 | $253.9K | 0.11% | +73+6.5% | Added |
| First Wilshire Securities Management Inc | 1,203 | $254.0K | 0.07% | −6−0.5% | Reduced |
| RE Dickinson Investment Advisors, LLC | 1,205 | $254.1K | 0.14% | 00.0% | Unchanged |
| Hilltop Wealth Advisors, LLC | 1,206 | $254.4K | 0.12% | +41+3.5% | Added |
| EWG Elevate Inc. | 1,207 | $254.5K | 0.10% | +56+4.9% | Added |
| Prairiewood Capital, LLC | 1,207 | $254.6K | 0.11% | 00.0% | Unchanged |
| Hanover Advisors Inc | 1,208 | $254.7K | 0.11% | 00.0% | Unchanged |
| Asset Allocation Strategies LLC | 1,211 | $255.3K | 0.07% | −58−4.6% | Reduced |
| Flower City Capital | 1,211 | $255.4K | 0.15% | −120−9.0% | Reduced |
| Quad-Cities Investment Group, LLC | 1,214 | $256.0K | 0.13% | −165−12.0% | Reduced |
| Ballew Advisors, Inc | 1,202 | $256.5K | 0.17% | +157+15.0% | Added |
| Aspect Partners, LLC | 1,218 | $256.8K | 0.14% | −22−1.8% | Reduced |
| Wrenne Financial Planning LLC | 1,234 | $260.2K | 0.16% | +165+15.4% | Added |
| FMB Wealth Management | 1,235 | $260.5K | 0.15% | 00.0% | Unchanged |
| Clear Point Advisors Inc. | 1,235 | $260.5K | 0.20% | +2+0.2% | Added |
| Coston, McIsaac & Partners | 1,238 | $261.0K | 0.07% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 1,242 | $261.0K | 0.09% | +62+5.3% | Added |
| Hubbell Strickland Wealth Management, LLC | 1,238 | $261.1K | 0.12% | +3+0.2% | Added |
| Absolute Gestao de Investimentos Ltda. | 1,240 | $261.5K | 0.09% | −260−17.3% | Reduced |
| G2 Capital Management, LLC | 1,247 | $262.8K | 0.08% | +1+0.1% | Added |
| Baker Boyer National Bank | 1,248 | $263.2K | 0.09% | −18−1.4% | Reduced |
| Scott Capital Advisors, LLC | 1,250 | $263.6K | 0.07% | −42−3.3% | Reduced |
| Tilson Financial Group, Inc. | 1,254 | $264.0K | 0.11% | −29−2.3% | Reduced |
| Betterment LLC | 1,252 | $264.0K | 0.00% | +1,252 | New |
| MPS Loria Financial Planners, LLC | 1,252 | $264.0K | 0.08% | −397−24.1% | Reduced |