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; 5,157 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 | 5,157 | $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 |
|---|---|---|---|---|---|
| Silverberg Bernstein Capital Management LLC | 1,254 | $264.4K | 0.24% | −195−13.5% | Reduced |
| Horizon Investment Services, LLC | 1,261 | $265.9K | 0.11% | +1+0.1% | Added |
| Keystone Financial Planning, Inc. | 1,268 | $267.4K | 0.08% | −97−7.1% | Reduced |
| Prentiss Smith & Co Inc | 1,269 | $267.6K | 0.17% | 00.0% | Unchanged |
| Unio Capital LLC | 1,271 | $268.0K | 0.11% | 00.0% | Unchanged |
| Verity Asset Management, Inc. | 1,275 | $268.8K | 0.10% | −130−9.3% | Reduced |
| Kuhn & Co Investment Counsel | 1,275 | $268.9K | 0.23% | +123+10.7% | Added |
| Brogan Financial, Inc. | 1,276 | $269.0K | 0.15% | +95+8.0% | Added |
| Strata Wealth Advisors, LLC | 1,280 | $269.9K | 0.09% | +77+6.4% | Added |
| Tobias Financial Advisors, Inc. | 1,281 | $270.1K | 0.05% | +100+8.5% | Added |
| FOCUS Wealth Advisors, LLC | 1,286 | $271.2K | 0.14% | 00.0% | Unchanged |
| Eaton-Cambridge Inc. | 1,286 | $271.2K | 0.13% | 00.0% | Unchanged |
| Edmp, Inc. | 1,289 | $271.8K | 0.22% | −12−0.9% | Reduced |
| Crane Advisory, LLC | 1,291 | $272.1K | 0.05% | 00.0% | Unchanged |
| Valued Retirements, Inc. | 1,291 | $272.3K | 0.38% | +95+7.9% | Added |
| Continuum Wealth Advisors, LLC | 1,292 | $272.4K | 0.15% | 00.0% | Unchanged |
| Perissos Private Wealth Management, LLC | 1,295 | $273.0K | 0.22% | −230−15.1% | Reduced |
| Golden Road Advisors LLC | 1,298 | $273.7K | 0.21% | −4−0.3% | Reduced |
| Enzi Wealth | 1,237 | $274.0K | 0.11% | −51−4.0% | Reduced |
| Park Circle Co | 1,300 | $274.1K | 0.24% | 00.0% | Unchanged |
| Vima LLC | 1,300 | $274.2K | 0.56% | +1+0.1% | Added |
| Act Wealth Management, LLC | 1,302 | $274.5K | 0.12% | −278−17.6% | Reduced |
| Plotkin Financial Advisors, LLC | 1,303 | $274.8K | 0.16% | +100+8.3% | Added |
| Manatuck Hill Partners, LLC | 1,305 | $275.2K | 0.10% | 00.0% | Unchanged |
| Dentgroup LLC | 1,308 | $275.9K | 0.21% | +2+0.2% | Added |
| Joseph P. Lucia & Associates, LLC | 1,310 | $276.2K | 0.13% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 1,237 | $277.0K | 0.17% | +342+38.2% | Added |
| Western Pacific Wealth Management, LP | 1,316 | $277.5K | 0.18% | 00.0% | Unchanged |
| Fortress Wealth Management, Inc. | 1,316 | $277.5K | 0.14% | −15−1.1% | Reduced |
| Sterling Manor Financial, LLC | 1,316 | $277.5K | 0.19% | 00.0% | Unchanged |
| Madrona Financial Services, LLC | 1,324 | $279.2K | 0.08% | +34+2.6% | Added |
| CBIZ Investment Advisory Services, LLC | 1,324 | $279.3K | 0.01% | +154+13.2% | Added |
| Pring Turner Capital Group Inc | 1,325 | $279.4K | 0.18% | −115−8.0% | Reduced |
| West Wealth Group, LLC | 1,327 | $279.8K | 0.09% | +46+3.6% | Added |
| Able Wealth Management LLC | 1,327 | $279.9K | 0.21% | +301+29.3% | Added |
| Intrepid Capital Management Inc | 1,328 | $280.0K | 0.16% | +50+3.9% | Added |
| Jag Capital Management, LLC | 1,334 | $281.3K | 0.03% | −425−24.2% | Reduced |
| Riggs Asset Managment Co. Inc. | 1,343 | $283.2K | 0.08% | +32+2.4% | Added |
| FinDec Wealth Services, Inc. | 1,343 | $283.2K | 0.16% | +73+5.7% | Added |
| Whitcomb & Hess, Inc. | 1,347 | $284.0K | 0.08% | −105−7.2% | Reduced |
| Cumberland Advisors Inc | 1,350 | $284.7K | 0.11% | −160−10.6% | Reduced |
| Veritas Investment Partners (UK) Ltd. | 1,360 | $286.7K | 0.01% | +1,080+385.7% | Added |
| Mountain Capital Investment Advisors, Inc | 1,199 | $287.2K | 0.06% | −48−3.8% | Reduced |
| Ascension Capital Advisors, Inc. | 1,363 | $287.4K | 0.13% | 00.0% | Unchanged |
| Lountzis Asset Management, LLC | 1,367 | $288.2K | 0.12% | −48−3.4% | Reduced |
| Halter Ferguson Financial Inc. | 1,370 | $288.8K | 0.16% | +12+0.9% | Added |
| Avondale Wealth Management | 1,375 | $289.9K | 0.19% | 00.0% | Unchanged |
| Acorns Advisers, LLC | 1,373 | $290.0K | 0.00% | +202+17.3% | Added |
| DDD Partners, LLC | 1,378 | $290.7K | 0.03% | +361+35.5% | Added |
| Towerpoint Wealth, LLC | 1,379 | $290.8K | 0.14% | 00.0% | Unchanged |
| Penobscot Wealth Management | 1,378 | $291.0K | 0.16% | +373+37.1% | Added |
| Adamsbrown Wealth Consultants LLC | 1,384 | $291.8K | 0.10% | +25+1.8% | Added |
| Sicart Associates LLC | 1,385 | $292.0K | 0.10% | 00.0% | Unchanged |
| Genesee Capital Advisors, LLC | 1,386 | $292.3K | 0.14% | +1,386 | New |
| USAdvisors Wealth Management, LLC | 1,392 | $293.0K | 0.10% | −140−9.1% | Reduced |
| PPS&V Asset Management Consultants, Inc. | 1,390 | $293.1K | 0.20% | +1+0.1% | Added |
| Sykon Capital LLC | 1,391 | $293.3K | 0.10% | −430−23.6% | Reduced |
| Cypress Financial Planning LLC | 1,392 | $293.5K | 0.11% | +330+31.1% | Added |
| Chelsea Counsel Co | 1,392 | $293.5K | 0.14% | −700−33.5% | Reduced |
| Mainsail Asset Management, LLC | 1,394 | $293.9K | 0.22% | 00.0% | Unchanged |
| CCG Wealth Management, LLC | 1,395 | $294.1K | 0.16% | +137+10.9% | Added |
| Oak Ridge Investments LLC | 1,396 | $294.4K | 0.03% | +56+4.2% | Added |
| Yoder Wealth Management, Inc. | 1,397 | $294.6K | 0.18% | +28+2.0% | Added |
| Sterling Investment Management, Inc. | 1,398 | $294.8K | 0.22% | 00.0% | Unchanged |
| Naples Money Management LLC | 1,400 | $295.3K | 0.25% | +20+1.4% | Added |
| Syverson Strege & Co | 1,401 | $295.5K | 0.10% | −620−30.7% | Reduced |
| Hill Island Financial LLC | 1,401 | $295.5K | 0.09% | −257−15.5% | Reduced |
| Wick Capital Partners, LLC | 1,405 | $296.2K | 0.10% | −256−15.4% | Reduced |
| Rather & Kittrell, Inc. | 1,408 | $296.9K | 0.07% | +38+2.8% | Added |
| Family Wealth Group, LLC | 1,410 | $297.4K | 0.26% | +253+21.9% | Added |
| Marshall Financial Group Inc | 1,419 | $299.3K | 0.09% | −829−36.9% | Reduced |
| Satovsky Asset Management LLC | 1,422 | $299.8K | 0.07% | +260+22.4% | Added |
| Dravo Bay LLC | 1,422 | $299.8K | 0.15% | −24−1.7% | Reduced |
| Kellett Schaffner Wealth Advisors LLC | 1,424 | $300.3K | 0.21% | +155+12.2% | Added |
| Annapolis Financial Services, LLC | 1,426 | $300.8K | 0.09% | +17+1.2% | Added |
| Essential Planning, LLC. | 1,431 | $301.7K | 0.12% | +129+9.9% | Added |
| Redwood Financial Network Corp | 1,432 | $301.9K | 0.24% | +224+18.5% | Added |
| Gibson Capital, LLC | 1,432 | $302.0K | 0.06% | 00.0% | Unchanged |
| Acas, LLC | 1,432 | $302.0K | 0.25% | +103+7.8% | Added |
| Valtinson Bruner Financial Planning LLC | 1,434 | $302.3K | 0.11% | +111+8.4% | Added |
| Sebold Capital Management, Inc. | 1,437 | $303.1K | 0.20% | +11+0.8% | Added |
| Advanced Portfolio Management, LLC | 1,440 | $303.6K | 0.31% | −1,248−46.4% | Reduced |
| New England Professional Planning Group Inc. | 1,441 | $303.8K | 0.15% | 00.0% | Unchanged |
| Clarus Wealth Advisors | 1,441 | $304.0K | 0.15% | +23+1.6% | Added |
| Cannon Financial Strategists, Inc. | 1,445 | $304.7K | 0.05% | −218−13.1% | Reduced |
| Nova R Wealth, Inc. | 1,449 | $305.4K | 0.15% | +6+0.4% | Added |
| AlphaMark Advisors, LLC | 1,455 | $307.0K | 0.11% | −10−0.7% | Reduced |
| Greenspring Advisors, LLC | 1,459 | $307.6K | 0.07% | +394+37.0% | Added |
| Waypoint Wealth Partners Inc. | 1,461 | $308.1K | 0.08% | −1,610−52.4% | Reduced |
| Covestor Ltd | 1,461 | $309.0K | 0.19% | +177+13.8% | Added |
| Cascade Wealth Advisors, Inc | 1,468 | $309.5K | 0.22% | 00.0% | Unchanged |
| Kraematon Investment Advisors, Inc | 1,482 | $312.5K | 0.31% | −954−39.2% | Reduced |
| Tuttle Tactical Management | 1,484 | $312.9K | 1.70% | +192+14.9% | Added |
| Cambridge Financial Group, LLC | 1,484 | $313.0K | 0.13% | −35−2.3% | Reduced |
| Paragon Financial Partners, Inc. | 1,485 | $313.1K | 0.23% | +1+0.1% | Added |
| LFA - Lugano Financial Advisors SA | 1,490 | $314.2K | 0.21% | 00.0% | Unchanged |
| Freestate Advisors LLC | 1,492 | $314.5K | 0.33% | +1,492 | New |
| Root Financial Partners, LLC | 1,493 | $314.9K | 0.05% | +239+19.1% | Added |
| Seelaus Asset Management LLC | 1,494 | $315.0K | 0.29% | −50−3.2% | Reduced |
| Seed Wealth Management, Inc. | 1,496 | $315.4K | 0.25% | 00.0% | Unchanged |