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 | 5,103 | $572.1B |
| Q4 2025 | 5,155 | $639.5B |
| Q3 2025 | 4,766 | $618.0B |
| Q2 2025 | 4,753 | $582.4B |
| Q1 2025 | 4,680 | $494.6B |
| Q4 2024 | 4,680 | $490.0B |
| Q3 2024 | 4,216 | $429.4B |
| Q2 2024 | 4,182 | $416.2B |
| Q1 2024 | 4,121 | $414.5B |
| Q4 2023 | 4,002 | $351.8B |
| Q3 2023 | 3,711 | $297.0B |
| Q2 2023 | 3,673 | $297.6B |
| Q1 2023 | 3,613 | $266.3B |
| Q4 2022 | 3,629 | $278.3B |
| Q3 2022 | 3,396 | $212.9B |
| Q2 2022 | 3,428 | $229.3B |
| Q1 2022 | 3,520 | $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 |
|---|---|---|---|---|---|
| North Ridge Wealth Advisors, Inc. | 1,736 | $366.1K | 0.25% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 1,740 | $366.9K | 0.20% | 00.0% | Unchanged |
| IMZ Advisory Inc | 1,737 | $366.9K | 0.17% | +326+23.1% | Added |
| Sanchez Wealth Management Group | 1,745 | $368.0K | 0.11% | 00.0% | Unchanged |
| Lakeside Advisors, INC. | 1,752 | $369.4K | 0.23% | +1+0.1% | Added |
| Ledgewood Wealth Advisors, LLC | 1,760 | $371.2K | 0.25% | +46+2.7% | Added |
| RVW Wealth, LLC | 1,761 | $371.4K | 0.03% | +479+37.4% | Added |
| Lanham O'Dell & Company, Inc. | 1,770 | $373.2K | 0.21% | +1+0.1% | Added |
| RAM Investment Partners, LLC | 1,777 | $374.6K | 0.10% | +90+5.3% | Added |
| American Institute for Advanced Investment Management, LLP | 1,781 | $375.5K | 0.27% | 00.0% | Unchanged |
| Walker Financial Services, Inc. | 1,784 | $376.2K | 0.25% | +1,784 | New |
| IronBridge Private Wealth, LLC | 1,785 | $376.4K | 0.14% | +36+2.1% | Added |
| Argonautica Private Wealth Management, Inc | 1,785 | $376.4K | 0.12% | +11+0.6% | Added |
| Roble, Belko & Company, Inc | 1,786 | $377.0K | 0.06% | 00.0% | Unchanged |
| Paragon Capital Management LLC | 1,790 | $377.5K | 0.20% | +317+21.5% | Added |
| White Lighthouse Investment Management Inc. | 1,795 | $378.5K | 0.07% | +8+0.4% | Added |
| Ade, LLC | 1,797 | $378.9K | 0.23% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 1,797 | $378.9K | 0.05% | −23−1.3% | Reduced |
| Traction Financial Partners, LLC | 1,799 | $379.3K | 0.30% | −3−0.2% | Reduced |
| AlphaCentric Advisors LLC | 1,800 | $379.5K | 0.28% | −84−4.5% | Reduced |
| Gordian Advisors LLC | 1,802 | $379.9K | 0.30% | +1,802 | New |
| Lipe & Dalton | 1,800 | $380.0K | 0.19% | 00.0% | Unchanged |
| Sage Capital Management, LLC | 1,803 | $380.1K | 0.18% | +7+0.4% | Added |
| Peterson Wealth Advisors, LLC | 1,803 | $380.1K | 0.07% | +311+20.8% | Added |
| Kelly Financial Services LLC | 1,808 | $381.1K | 0.14% | +242+15.5% | Added |
| May Barnhard Investments LLC | 1,807 | $381.1K | 0.19% | +246+15.8% | Added |
| Baskin Financial Services Inc. | 1,812 | $382.0K | 0.03% | −144−7.4% | Reduced |
| Echo45 Advisors LLC | 1,823 | $382.9K | 0.25% | −123−6.3% | Reduced |
| Chickasaw Capital Management LLC | 1,826 | $385.0K | 0.02% | 00.0% | Unchanged |
| Smith Shellnut Wilson LLC | 1,832 | $386.3K | 0.17% | 00.0% | Unchanged |
| Skyline Advisors, Inc. | 1,834 | $386.7K | 0.16% | +28+1.6% | Added |
| Schiavi & Co LLC | 1,835 | $386.9K | 0.14% | +2+0.1% | Added |
| Houlihan Financial Resource Group, Ltd. | 1,843 | $389.0K | 0.16% | +185+11.2% | Added |
| HFR Wealth Management, LLC | 1,845 | $389.0K | 0.09% | 00.0% | Unchanged |
| Planning Capital Management Corp | 1,846 | $389.3K | 0.26% | −1,086−37.0% | Reduced |
| Denver Wealth Management, Inc. | 1,848 | $389.6K | 0.18% | +8+0.4% | Added |
| American Financial Advisors, LLC | 1,848 | $389.7K | 0.05% | −99−5.1% | Reduced |
| Defender Capital, LLC. | 1,849 | $389.9K | 0.13% | 00.0% | Unchanged |
| Cook Wealth Management Group LLC | 1,738 | $390.0K | 0.20% | −1,196−40.8% | Reduced |
| Atwater Malick LLC | 1,861 | $392.4K | 0.13% | 00.0% | Unchanged |
| Adams Wealth Management | 1,869 | $394.0K | 0.08% | 00.0% | Unchanged |
| CacheTech Inc. | 1,869 | $394.0K | 0.08% | 00.0% | Unchanged |
| Verus Financial Partners, Inc. | 1,907 | $394.9K | 0.04% | −144−7.0% | Reduced |
| Plan Group Financial, LLC | 1,873 | $394.9K | 0.21% | +836+80.6% | Added |
| Roth Financial Partners LLC | 1,877 | $395.8K | 0.16% | 00.0% | Unchanged |
| Morling Financial Advisors, LLC | 1,880 | $396.4K | 0.15% | −61−3.1% | Reduced |
| David J Yvars Group | 1,880 | $396.4K | 0.25% | 00.0% | Unchanged |
| Rice Hall James & Associates, LLC | 1,882 | $396.8K | 0.02% | −176−8.6% | Reduced |
| Jackson Thornton Asset Management, LLC | 1,882 | $396.8K | 0.05% | 00.0% | Unchanged |
| Signature Wealth Management Group | 1,884 | $397.2K | 0.16% | −210−10.0% | Reduced |
| Keeler & Nadler Financial Planning & Wealth Management | 1,884 | $397.4K | 0.19% | +10+0.5% | Added |
| GFG Capital, LLC | 3,769 | $397.8K | 0.16% | −2,436−39.3% | Reduced |
| Campbell Wealth Management | 1,889 | $398.0K | 0.04% | −181−8.7% | Reduced |
| Tobam | 1,889 | $398.0K | 0.07% | +313+19.9% | Added |
| Riverstone Advisors, LLC | 1,888 | $398.0K | 0.23% | +3+0.2% | Added |
| Gratus Wealth Advisors, LLC | 1,892 | $399.1K | 0.07% | +1+0.1% | Added |
| True Vision MN LLC | 15,680 | $399.2K | 0.24% | +15,680 | New |
| Echo Wealth Management, LLC | 1,871 | $399.3K | 0.28% | −351−15.8% | Reduced |
| Family Asset Management, LLC | 1,898 | $400.2K | 0.24% | +2+0.1% | Added |
| Vishria Bird Financial Group, LLC | 1,903 | $401.0K | 0.15% | 00.0% | Unchanged |
| Wealthspan Partners, LLC | 1,907 | $402.1K | 0.20% | −23−1.2% | Reduced |
| RIA Advisory Group LLC | 1,909 | $402.4K | 0.14% | +1,909 | New |
| DHJJ Financial Advisors, Ltd. | 1,911 | $403.1K | 0.16% | −1−0.1% | Reduced |
| Values Added Financial LLC | 1,912 | $403.2K | 0.25% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 1,925 | $405.9K | 0.12% | 00.0% | Unchanged |
| Palo Alto Wealth Advisors, LLC | 1,817 | $407.4K | 0.17% | −178−8.9% | Reduced |
| Luken Investment Analytics, LLC | 1,932 | $407.4K | 0.19% | 00.0% | Unchanged |
| Shira Ridge Wealth Management | 1,934 | $407.7K | 0.21% | −7−0.4% | Reduced |
| WT Wealth Management | 1,811 | $408.1K | 0.13% | −46−2.5% | Reduced |
| Flynn Zito Capital Management, LLC | 1,936 | $408.2K | 0.20% | +86+4.6% | Added |
| Etfidea, LLC | 1,937 | $408.4K | 0.13% | 00.0% | Unchanged |
| Sage Capital Advisors,llc | 1,939 | $408.8K | 0.11% | +2+0.1% | Added |
| MGO Private Wealth, LLC | 1,940 | $409.1K | 0.29% | −162−7.7% | Reduced |
| Axim Planning & Wealth | 1,943 | $409.7K | 0.46% | +37+1.9% | Added |
| RWM Asset Management, LLC | 1,946 | $410.3K | 0.07% | +95+5.1% | Added |
| Madison Park Capital Advisors, LLC | 1,950 | $411.2K | 0.31% | +21+1.1% | Added |
| Emergent Wealth Advisors, LLC | 1,952 | $411.7K | 0.30% | +119+6.5% | Added |
| POM Investment Strategies, LLC | 1,953 | $411.8K | 0.32% | −71−3.5% | Reduced |
| Permit Capital, LLC | 1,955 | $412.2K | 0.13% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 1,955 | $412.2K | 0.07% | −2−0.1% | Reduced |
| Sterling Financial Planning, Inc. | 1,956 | $412.4K | 0.15% | 00.0% | Unchanged |
| Kearns & Associates LLC | 1,960 | $413.3K | 0.27% | 00.0% | Unchanged |
| Sharkey, Howes & Javer | 1,960 | $413.3K | 0.06% | +1,960 | New |
| KFA Private Wealth Group, LLC | 1,961 | $413.4K | 0.20% | −48−2.4% | Reduced |
| Centennial Wealth Advisory LLC | 1,961 | $413.6K | 0.16% | −59−2.9% | Reduced |
| Van Eck Associates Corp | 1,852 | $414.0K | 0.00% | −1,349−42.1% | Reduced |
| Clarkston Capital Partners, LLC | 1,966 | $414.6K | 0.01% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 1,967 | $414.8K | 0.30% | 00.0% | Unchanged |
| Cherry Creek Investment Advisors, Inc. | 1,968 | $415.0K | 0.21% | +10+0.5% | Added |
| Litman Gregory Asset Management LLC | 1,971 | $415.6K | 0.03% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 1,973 | $416.0K | 0.05% | +94+5.0% | Added |
| Tandem Wealth Advisors LLC | 1,980 | $417.5K | 0.21% | −20−1.0% | Reduced |
| Oceanside Advisors LLC | 1,980 | $417.5K | 0.31% | 00.0% | Unchanged |
| Stonebridge Financial Planning Group, LLC | 1,980 | $417.5K | 0.20% | +230+13.1% | Added |
| Redwood Wealth Management Group, LLC | 1,980 | $417.6K | 0.21% | +75+3.9% | Added |
| Catalyst Private Wealth, LLC | 1,984 | $418.3K | 0.21% | −131−6.2% | Reduced |
| American Planning Services, Inc. | 2,069 | $418.5K | 0.33% | 00.0% | Unchanged |
| Western Financial Corp | 1,989 | $419.4K | 0.24% | +8+0.4% | Added |
| Compass Financial Group, INC | 1,991 | $419.9K | 0.08% | +4+0.2% | Added |
| Somerville Kurt F | 1,995 | $420.7K | 0.07% | +46+2.4% | Added |