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 |
|---|---|---|---|---|---|
| Monument Group Wealth Advisors, LLC | 1,500 | $316.3K | 0.19% | −243−13.9% | Reduced |
| Curtis Advisory Group, LLC | 1,500 | $316.3K | 0.09% | 00.0% | Unchanged |
| Gouws Capital LLC | 1,500 | $316.3K | 0.21% | 00.0% | Unchanged |
| WorthPointe, LLC | 1,503 | $317.0K | 0.13% | +287+23.6% | Added |
| RS Crum Inc. | 1,508 | $318.0K | 0.07% | −1−0.1% | Reduced |
| Sage Financial Management Group, Inc. | 1,507 | $318.0K | 0.12% | −200−11.7% | Reduced |
| Trevian Wealth Management LLC | 1,511 | $319.0K | 0.26% | 00.0% | Unchanged |
| Heritage Wealth Management, Inc./Texas | 1,513 | $319.0K | 0.18% | +2+0.1% | Added |
| Yeomans Consulting Group, Inc. | 1,514 | $319.2K | 0.12% | −205−11.9% | Reduced |
| Elite Life Management LLC | 1,519 | $320.2K | 1.05% | +58+4.0% | Added |
| JFG Wealth Management, LLC | 1,521 | $320.7K | 0.09% | +1,521 | New |
| Rebalance, LLC | 1,527 | $322.0K | 0.02% | −123−7.5% | Reduced |
| Boyd Wealth Management, LLC | 1,527 | $322.0K | 0.16% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 1,531 | $322.8K | 0.01% | −3,948−72.1% | Reduced |
| Alterna Wealth Management, Inc | 1,533 | $323.2K | 0.29% | −1,330−46.5% | Reduced |
| Thrive Capital Management, LLC | 1,536 | $323.9K | 0.15% | −261−14.5% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 1,536 | $324.0K | 0.19% | −367−19.3% | Reduced |
| Three Bridge Wealth Advisors, LLC | 1,540 | $324.7K | 0.12% | 00.0% | Unchanged |
| Ridgepath Capital Management LLC | 1,541 | $324.9K | 0.26% | 00.0% | Unchanged |
| R. W. Roge & Company, Inc. | 1,546 | $325.0K | 0.17% | +1,546 | New |
| Lawson Kroeker Investment Management Inc | 1,542 | $325.1K | 0.06% | +185+13.6% | Added |
| Hobbs Group Advisors, LLC | 1,544 | $325.5K | 0.12% | +237+18.1% | Added |
| Allegiance Financial Group Advisory Services LLC | 1,545 | $325.7K | 0.11% | −136−8.1% | Reduced |
| Gitterman Wealth Management, LLC | 1,547 | $326.2K | 0.14% | 00.0% | Unchanged |
| Bourne Lent Asset Management Inc | 1,550 | $326.8K | 0.12% | +50+3.3% | Added |
| Pennsylvania Capital Management Inc | 1,555 | $327.8K | 0.12% | −676−30.3% | Reduced |
| Northern Capital Management, Inc. | 1,565 | $330.0K | 0.21% | +180+13.0% | Added |
| Rockport Wealth LLC | 1,566 | $330.2K | 0.09% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 1,570 | $331.1K | 0.19% | +403+34.5% | Added |
| Highlander Partners, L.P. | 1,500 | $331.6K | 0.20% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 1,575 | $332.0K | 0.01% | −784,355−99.8% | Reduced |
| Keener Financial Planning LLC | 1,582 | $333.0K | 0.22% | 00.0% | Unchanged |
| Coyle Financial Counsel LLC | 1,651 | $334.0K | 0.12% | +342+26.1% | Added |
| Lutz Financial Services LLC | 1,585 | $334.2K | 0.03% | +27+1.7% | Added |
| Prepared Retirement Institute LLC | 1,589 | $335.2K | 0.20% | −43−2.6% | Reduced |
| New Perspectives, Inc | 1,593 | $335.8K | 0.18% | +1,593 | New |
| Shilanski & Associates, Inc. | 1,595 | $336.3K | 0.11% | −18−1.1% | Reduced |
| TNF LLC | 1,495 | $336.4K | 0.12% | +1+0.1% | Added |
| Kendall Capital Management | 1,596 | $336.5K | 0.10% | 00.0% | Unchanged |
| Private Capital Advisors, Inc. | 1,600 | $337.0K | 0.04% | 00.0% | Unchanged |
| Central Asset Investments & Management Holdings (HK) Ltd | 1,600 | $337.4K | 0.45% | −11,600−87.9% | Reduced |
| Beaird Harris Wealth Management, LLC | 1,604 | $338.2K | 0.03% | −502−23.8% | Reduced |
| Muirfield Wealth Advisors LLC | 1,605 | $338.5K | 0.29% | +354+28.3% | Added |
| Saturna Capital CORP | 1,608 | $339.1K | 0.00% | 00.0% | Unchanged |
| Capital Counsel LLC | 1,610 | $339.5K | 0.01% | +36+2.3% | Added |
| Sonoma Private Wealth LLC | 1,610 | $339.5K | 0.53% | +70+4.5% | Added |
| Prudent Investors Network | 1,611 | $339.7K | 0.10% | +1,611 | New |
| Petix & Botte Co | 1,616 | $340.8K | 0.09% | 00.0% | Unchanged |
| Lazard Freres Gestion S.A.S. | 1,625 | $342.0K | 0.01% | −562−25.7% | Reduced |
| Front Street Capital Management, Inc. | 1,621 | $342.0K | 0.06% | −131−7.5% | Reduced |
| UMA Financial Services, Inc. | 1,541 | $342.7K | 0.06% | +215+16.2% | Added |
| Alliance Wealth Advisors, LLC | 1,626 | $342.9K | 0.09% | −607−27.2% | Reduced |
| Raymond James Trust Co. of NH | 1,627 | $343.1K | 2.83% | −110−6.3% | Reduced |
| Private Wealth Management Group, LLC | 1,632 | $344.1K | 0.14% | −6−0.4% | Reduced |
| Copperleaf Capital, LLC | 1,634 | $344.5K | 0.26% | −83−4.8% | Reduced |
| Lincoln Capital Corp | 1,636 | $345.0K | 0.14% | −19,969−92.4% | Reduced |
| Riverwater Partners LLC | 1,666 | $345.3K | 0.17% | −28−1.7% | Reduced |
| Gill Capital Partners, LLC | 1,638 | $345.4K | 0.12% | +112+7.3% | Added |
| Matthew Goff Investment Advisor, LLC | 1,640 | $345.8K | 0.07% | 00.0% | Unchanged |
| OMNI 360 Wealth, Inc. | 1,640 | $345.8K | 0.24% | +127+8.4% | Added |
| Manchester Financial Inc | 1,645 | $346.9K | 0.08% | +74+4.7% | Added |
| McGowan Group Asset Management, Inc. | 1,648 | $347.5K | 0.05% | −572−25.8% | Reduced |
| Bell Investment Advisors, Inc | 1,651 | $348.1K | 0.06% | +12+0.7% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 1,682 | $348.2K | 0.19% | −11−0.6% | Reduced |
| Independent Wealth Network Inc. | 1,653 | $348.5K | 0.15% | +44+2.7% | Added |
| CapitalatWork S.A. | – | $349.0K | 0.01% | – | – |
| Cadent Capital Advisors, LLC | 1,658 | $349.5K | 0.12% | +321+24.0% | Added |
| Wealth Quarterback LLC | 1,661 | $350.1K | 0.18% | +5+0.3% | Added |
| Dynamic Wealth Strategies, LLC | 1,664 | $351.0K | 0.29% | −176−9.6% | Reduced |
| Stewardship Advisors, LLC | 1,668 | $351.6K | 0.10% | +1,668 | New |
| Washburn Capital Management, Inc. | 1,670 | $352.1K | 0.25% | +50+3.1% | Added |
| Burns Matteson Capital Management, LLC | 1,670 | $352.2K | 0.20% | +241+16.9% | Added |
| Sterling Financial Group, Inc. | 1,671 | $352.3K | 0.15% | 00.0% | Unchanged |
| Graham Capital Wealth Management, LLC | 1,672 | $352.6K | 0.36% | +22+1.3% | Added |
| Red Lighthouse Investment Management, LLC | 1,673 | $352.8K | 0.14% | −1−0.1% | Reduced |
| David R. Rahn & Associates Inc. | 1,673 | $352.8K | 0.11% | 00.0% | Unchanged |
| Krane Funds Advisors LLC | 1,673 | $352.8K | 0.01% | +24+1.5% | Added |
| Dodds Wealth, LLC | 1,658 | $352.9K | 0.12% | +175+11.8% | Added |
| VELA Investment Management, LLC | 1,675 | $353.2K | 0.12% | 00.0% | Unchanged |
| Columbus Macro, LLC | 1,640 | $353.7K | 0.13% | −53−3.1% | Reduced |
| Zevin Asset Management LLC | 1,678 | $354.0K | 0.05% | +10+0.6% | Added |
| Lokken Investment Group LLC | 1,679 | $354.0K | 0.15% | −25−1.5% | Reduced |
| Sharp Financial Services, LLC | 1,684 | $355.2K | 0.27% | +140+9.1% | Added |
| Delta Wealth Advisors LLC | 1,688 | $355.9K | 0.34% | 00.0% | Unchanged |
| Mustard Seed Financial, LLC | 1,689 | $356.1K | 0.30% | +26+1.6% | Added |
| Triune Financial Partners, LLC | 1,689 | $356.1K | 0.11% | +3+0.2% | Added |
| WESPAC Advisors, LLC | 1,690 | $356.3K | 0.26% | +2+0.1% | Added |
| KWMG, LLC | 1,696 | $357.6K | 0.04% | +385+29.4% | Added |
| Cumberland Partners Ltd | 1,700 | $358.5K | 0.02% | −205−10.8% | Reduced |
| Crestline Management, LP | 1,700 | $358.5K | 0.02% | +1,700 | New |
| Breed's Hill Capital LLC | 1,704 | $359.3K | 0.29% | −17−1.0% | Reduced |
| Triumph Capital Management | 1,705 | $359.5K | 0.13% | −343−16.7% | Reduced |
| Asset Management Group, Inc. | 1,711 | $360.7K | 0.06% | +9+0.5% | Added |
| Battery Global Advisors, LLC | 1,715 | $361.5K | 0.20% | +1,715 | New |
| Toth Financial Advisory Corp | 1,715 | $361.6K | 0.04% | −53−3.0% | Reduced |
| Clean Yield Group | 1,718 | $362.3K | 0.12% | −55−3.1% | Reduced |
| Level Financial Advisors, Inc. | 1,728 | $364.4K | 0.14% | −327−15.9% | Reduced |
| Core Wealth Advisors, Inc. | 1,728 | $364.4K | 0.12% | −119−6.4% | Reduced |
| Widmann Financial Services, Inc. | 1,733 | $365.3K | 0.28% | −42−2.4% | Reduced |
| Worth Asset Management, LLC | 1,733 | $365.4K | 0.20% | −420−19.5% | Reduced |