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 |
|---|---|---|---|---|---|
| Horizon Family Wealth, Inc. | 1,995 | $420.7K | 0.30% | +10+0.5% | Added |
| Shapiro Capital Management LLC | 2,000 | $421.7K | 0.01% | −880−30.6% | Reduced |
| Glaxis Capital Management, LLC | 2,000 | $421.7K | 1.65% | 00.0% | Unchanged |
| Burton Enright Welch | 2,000 | $421.8K | 0.09% | 00.0% | Unchanged |
| Foundation Wealth Management, LLC | 2,002 | $422.2K | 0.32% | −95−4.5% | Reduced |
| Jacobson & Schmitt Advisors, LLC | 2,015 | $424.9K | 0.09% | −29−1.4% | Reduced |
| Encompass Wealth Advisors, LLC | 2,017 | $425.3K | 0.11% | +3+0.1% | Added |
| NDVR, Inc. | 2,025 | $426.3K | 0.44% | +100+5.2% | Added |
| Kaizen Financial Strategies | 2,022 | $426.4K | 0.25% | +3+0.1% | Added |
| Smith & Howard Wealth Management, LLC | 2,023 | $426.5K | 0.12% | 00.0% | Unchanged |
| Acorn Financial Advisory Services Inc | 2,023 | $426.6K | 0.08% | +30+1.5% | Added |
| Von Berge Wealth Management Group, LLC | 1,727 | $426.6K | 0.26% | −26−1.5% | Reduced |
| Inspire Advisors, LLC | 2,024 | $426.8K | 0.05% | +50+2.5% | Added |
| Kercheville Advisors, LLC | 2,025 | $427.0K | 0.18% | −45−2.2% | Reduced |
| jvl associates llc | 2,026 | $427.2K | 0.16% | +124+6.5% | Added |
| Beirne Wealth Consulting Services, LLC | 2,027 | $427.4K | 0.15% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 2,027 | $427.5K | 0.15% | −54−2.6% | Reduced |
| Triton Wealth Management, PLLC | 2,065 | $427.6K | 0.24% | 00.0% | Unchanged |
| Bensler, LLC | 2,029 | $427.8K | 0.05% | +644+46.5% | Added |
| Freedom Day Solutions, LLC | 2,035 | $428.9K | 0.13% | −11−0.5% | Reduced |
| First Pacific Financial | 2,041 | $430.4K | 0.10% | +1,000+96.1% | Added |
| Nan Shan Life Insurance Co., Ltd. | 2,048 | $431.8K | 0.01% | −23,539−92.0% | Reduced |
| Exeter Financial, LLC | 2,049 | $432.1K | 0.19% | −82−3.8% | Reduced |
| Southern Capital Advisors, LLC | 2,051 | $432.5K | 0.24% | +676+49.2% | Added |
| Prospect Financial Services LLC | 2,052 | $432.7K | 0.27% | −171−7.7% | Reduced |
| McClarren Financial Advisors, Inc. | 1,082 | $433.0K | 0.49% | −333−23.5% | Reduced |
| Lewis Asset Management, LLC | 2,058 | $433.9K | 0.32% | +155+8.1% | Added |
| BlueChip Wealth Advisors LLC | 2,062 | $434.8K | 0.23% | −37−1.8% | Reduced |
| Albert D Mason Inc | 2,062 | $434.8K | 0.28% | −164−7.4% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 2,062 | $434.8K | 0.01% | 00.0% | Unchanged |
| Blue Investment Partners LLC | 2,062 | $434.8K | 0.18% | +619+42.9% | Added |
| Barings LLC | 2,067 | $435.8K | 0.01% | +559+37.1% | Added |
| Riverview Capital Advisers, LLC | 2,071 | $436.7K | 0.13% | 00.0% | Unchanged |
| Capital Planning LLC | 2,081 | $438.8K | 0.12% | +351+20.3% | Added |
| Richwood Investment Advisors, LLC | 2,083 | $439.2K | 0.36% | −125−5.7% | Reduced |
| Squire Investment Management Company, LLC | 2,089 | $440.5K | 0.21% | −17−0.8% | Reduced |
| Sprinkle Financial Consultants LLC | 2,089 | $440.5K | 0.31% | +2+0.1% | Added |
| Black Point Wealth Management | 2,094 | $441.5K | 0.51% | −194−8.5% | Reduced |
| Compton Financial Group, LLC | 2,098 | $442.4K | 0.13% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 2,100 | $442.7K | 0.12% | −67−3.1% | Reduced |
| Broderick Brian C | 2,110 | $444.9K | 0.09% | 00.0% | Unchanged |
| New World Advisors LLC | 2,122 | $447.4K | 0.12% | +10.0% | Added |
| Mascoma Wealth Management LLC | 2,123 | $447.7K | 0.11% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 2,124 | $448.0K | 0.21% | +215+11.3% | Added |
| Tower Wealth Partners, Inc. | 2,131 | $449.3K | 0.26% | −11−0.5% | Reduced |
| Power Wealth Management LLC | 2,140 | $451.2K | 0.19% | +541+33.8% | Added |
| Capula Management Ltd | 2,147 | $452.7K | 0.01% | +1,888+729.0% | Added |
| Oxbow Advisors, LLC | 2,149 | $453.1K | 0.04% | +70+3.4% | Added |
| Mindset Wealth Management, LLC | 2,154 | $454.3K | 0.19% | +2,154 | New |
| ORG Wealth Partners, LLC | 2,155 | $454.7K | 0.15% | +2,155 | New |
| Rooted Wealth Advisors, Inc. | 2,159 | $455.0K | 0.20% | +1,187+122.1% | Added |
| Intrinsic Value Partners, LLC | 2,162 | $455.9K | 0.46% | −95−4.2% | Reduced |
| Capital Market Strategies LLC | 2,163 | $456.0K | 0.27% | +13+0.6% | Added |
| Oxinas Partners Wealth Management LLC | 2,165 | $456.6K | 0.28% | +444+25.8% | Added |
| Builder Investment Group Inc | 2,170 | $457.6K | 0.12% | −21−1.0% | Reduced |
| Forum Private Client Group LLC | 2,179 | $459.5K | 0.20% | −4−0.2% | Reduced |
| Beacon Bridge Wealth Partners, LLC | 2,191 | $462.0K | 0.20% | 00.0% | Unchanged |
| Garner Asset Management Corp | 2,196 | $463.0K | 0.21% | +2+0.1% | Added |
| Fermata Advisors, LLC | 2,196 | $463.1K | 0.09% | +150+7.3% | Added |
| Lansing Street Advisors | 2,196 | $463.1K | 0.17% | +84+4.0% | Added |
| Cultivar Capital, Inc. | 2,200 | $463.9K | 0.38% | 00.0% | Unchanged |
| Knuff & Co LLC | 2,202 | $464.3K | 0.14% | 00.0% | Unchanged |
| Sepio Capital, LP | 2,206 | $465.1K | 0.04% | +49+2.3% | Added |
| O'Neil Global Advisors, Inc. | 2,210 | $466.0K | 0.12% | +710+47.3% | Added |
| Summit Wealth Group, LLC | 2,214 | $467.0K | 0.13% | 00.0% | Unchanged |
| Sensible Money, LLC | 2,220 | $468.1K | 0.20% | +10+0.5% | Added |
| RPS Advisory Solutions LLC | 2,220 | $468.2K | 0.34% | −46−2.0% | Reduced |
| FSA Wealth Management LLC | 2,221 | $468.4K | 0.19% | +2,221 | New |
| McNamara Financial Services, Inc. | 2,232 | $470.6K | 0.09% | +2,232 | New |
| Wallace Capital Management Inc. | 2,233 | $470.8K | 0.06% | +102+4.8% | Added |
| Granite FO LLC | 2,238 | $471.9K | 0.27% | 00.0% | Unchanged |
| Plum Street Advisors, LLC | 2,247 | $473.8K | 0.24% | +2,247 | New |
| C M Bidwell & Associates Ltd | 2,249 | $474.2K | 0.29% | −23−1.0% | Reduced |
| Clark Asset Management, LLC | 2,251 | $474.6K | 0.10% | +621+38.1% | Added |
| Kraft, Davis & Associates, LLC | 2,137 | $475.2K | 0.14% | −11−0.5% | Reduced |
| Clay Northam Wealth Management, LLC | 2,257 | $475.9K | 0.33% | 00.0% | Unchanged |
| Waterford Advisors, LLC | 2,257 | $475.9K | 0.24% | 00.0% | Unchanged |
| Greenfield Seitz Capital Management, LLC | 2,261 | $476.8K | 0.17% | 00.0% | Unchanged |
| S&T Bank | 2,275 | $480.0K | 0.13% | −45−1.9% | Reduced |
| Banco BTG Pactual S.A. | 2,278 | $480.3K | 0.12% | −14,369−86.3% | Reduced |
| TCP Asset Management, LLC | 2,280 | $480.7K | 0.11% | +161+7.6% | Added |
| Vertex Planning Partners, LLC | 2,280 | $480.8K | 0.11% | +10.0% | Added |
| Trust Co of Oklahoma | 2,281 | $481.0K | 0.16% | −37−1.6% | Reduced |
| Client 1st Advisory Group, LLC | 2,282 | $481.2K | 0.19% | +632+38.3% | Added |
| Pitti Group Wealth Management, LLC | 2,837 | $482.6K | 0.53% | 00.0% | Unchanged |
| Clear Street Markets LLC | 2,300 | $485.0K | 0.31% | +1,100+91.7% | Added |
| Kinloch Capital, LLC | 2,302 | $485.4K | 0.24% | +34+1.5% | Added |
| Ontario Teachers Pension Plan Board | 2,314 | $487.9K | 0.00% | 00.0% | Unchanged |
| Truepoint, Inc. | 2,314 | $487.9K | 0.01% | +1,310+130.5% | Added |
| Tacita Capital Inc | 2,332 | $491.7K | 0.32% | 00.0% | Unchanged |
| Tamar Securities, LLC | 2,341 | $493.6K | 0.07% | −31−1.3% | Reduced |
| Wilson & Boucher Capital Management, LLC | 2,341 | $493.6K | 0.34% | 00.0% | Unchanged |
| Planned Solutions, Inc. | 2,343 | $494.0K | 0.20% | 00.0% | Unchanged |
| Axiom Financial Strategies, LLC | 2,345 | $494.5K | 0.26% | +2,345 | New |
| Selective Wealth Management, Inc. | 2,347 | $494.7K | 0.21% | −502−17.6% | Reduced |
| Gimbal Financial | 2,200 | $495.0K | 0.32% | +32+1.5% | Added |
| Legacy Financial Group, Inc. | 2,231 | $495.1K | 0.17% | +673+43.2% | Added |
| Insight Wealth Partners, LLC | 2,362 | $498.1K | 0.30% | +391+19.8% | Added |
| XTX Topco Ltd | 2,364 | $498.5K | 0.04% | −2,487−51.3% | Reduced |
| NovaPoint Capital, LLC | 2,369 | $499.5K | 0.15% | −137−5.5% | Reduced |