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; 5,158 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 | 5,158 | $643.7B |
| Q1 2026 | 5,103 | $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 | 4,680 | $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 | 3,710 | $297.0B |
| Q2 2023 | 3,672 | $297.6B |
| Q1 2023 | 3,612 | $266.3B |
| Q4 2022 | 3,628 | $278.3B |
| Q3 2022 | 3,395 | $212.9B |
| Q2 2022 | 3,427 | $229.3B |
| Q1 2022 | 3,519 | $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 |
|---|---|---|---|---|---|
| Penn Davis McFarland Inc | 2,373 | $500.4K | 0.06% | 00.0% | Unchanged |
| Gentry Private Wealth, LLC | 2,374 | $500.6K | 0.41% | −65−2.7% | Reduced |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 2,374 | $500.6K | 0.19% | +32+1.4% | Added |
| Bernardo Wealth Planning LLC | 2,250 | $505.0K | 0.12% | −154−6.4% | Reduced |
| SNS Financial Group, LLC | 2,400 | $506.1K | 0.05% | −374−13.5% | Reduced |
| Walker Asset Management, LLC | 2,400 | $506.1K | 0.31% | −58−2.4% | Reduced |
| Riversedge Advisors, LLC | 2,402 | $506.5K | 0.11% | +206+9.4% | Added |
| Dupree Financial Group, LLC | 2,403 | $506.7K | 0.20% | +230+10.6% | Added |
| Kings Path Partners LLC | 2,404 | $506.9K | 0.21% | +2,093+673.0% | Added |
| W.H. Cornerstone Investments Inc. | 2,404 | $507.0K | 0.34% | +388+19.2% | Added |
| Optivise Advisory Services LLC | 2,408 | $507.6K | 0.27% | +181+8.1% | Added |
| Williams & Novak, LLC | 2,409 | $508.0K | 0.47% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 2,410 | $508.1K | 0.20% | 00.0% | Unchanged |
| Sequent Asset Management, LLC | 2,414 | $508.9K | 0.25% | +2+0.1% | Added |
| Isthmus Partners, LLC | 2,417 | $509.6K | 0.06% | −190−7.3% | Reduced |
| Family Investment Center, Inc. | 2,420 | $510.3K | 0.13% | +936+63.1% | Added |
| Northstar Advisory Group, LLC | 2,420 | $510.3K | 0.27% | +499+26.0% | Added |
| Verdad Advisers, LP | 2,422 | $510.7K | 0.68% | +2,422 | New |
| Jacobs & Co | 2,424 | $511.0K | 0.05% | +300+14.1% | Added |
| Jackson Creek Investment Advisors LLC | 2,428 | $512.0K | 0.15% | −42−1.7% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 2,430 | $512.4K | 0.19% | +220+10.0% | Added |
| Presidio Capital Management, LLC | 2,431 | $512.7K | 0.33% | −68−2.7% | Reduced |
| Cercano Management LLC | 2,433 | $513.0K | 0.01% | +2,433 | New |
| Bond & Devick Financial Network, Inc. | 2,435 | $513.4K | 0.22% | −100−3.9% | Reduced |
| Murphy Pohlad Asset Management LLC | 2,440 | $514.5K | 0.21% | 00.0% | Unchanged |
| Goepper Burkhardt LLC | 2,443 | $515.1K | 0.21% | +42+1.7% | Added |
| Covey Capital Advisors, LLC | 2,450 | $516.6K | 0.57% | 00.0% | Unchanged |
| Amica Retiree Medical Trust | 2,454 | $517.0K | 0.43% | +2,454 | New |
| Strategic Advocates LLC | 2,457 | $518.1K | 0.19% | +2,457 | New |
| FFT Wealth Management LLC | 2,458 | $518.3K | 0.04% | +1,132+85.4% | Added |
| Wedgewood Investors Inc | 2,460 | $518.7K | 0.57% | −83−3.3% | Reduced |
| Westshore Wealth, LLC | 2,468 | $520.4K | 0.21% | +144+6.2% | Added |
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. | 2,470 | $520.8K | 0.07% | −13,507−84.5% | Reduced |
| Brightwater Advisory LLC | 2,476 | $522.1K | 0.38% | +77+3.2% | Added |
| Nicholson Wealth Management Group, LLC | 2,476 | $522.1K | 0.43% | +2,476 | New |
| Kiely Wealth Advisory Group, Inc. | 2,179 | $522.3K | 0.33% | 00.0% | Unchanged |
| MBE Wealth Management, LLC | 2,478 | $522.4K | 0.29% | −186−7.0% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 2,480 | $522.9K | 0.04% | 00.0% | Unchanged |
| Melfa Wealth Management, LLC | 2,483 | $523.6K | 0.35% | −88−3.4% | Reduced |
| Arnhold LLC | 2,492 | $525.5K | 0.05% | 00.0% | Unchanged |
| Brand Asset Management Group, Inc. | 2,493 | $525.6K | 0.21% | +170+7.3% | Added |
| Navis Wealth Advisors, LLC | 2,494 | $525.8K | 0.57% | +2+0.1% | Added |
| Harbert Fund Advisors, Inc. | 2,500 | $527.1K | 0.42% | −125−4.8% | Reduced |
| Corundum Trust Company, INC | 2,512 | $529.7K | 1.46% | 00.0% | Unchanged |
| FSA Advisors, Inc. | 2,528 | $530.1K | 0.53% | −177−6.5% | Reduced |
| Lynx Investment Advisory | 2,516 | $530.5K | 0.38% | +20+0.8% | Added |
| Allstate Corp | 2,519 | $531.2K | 0.05% | −6,806−73.0% | Reduced |
| Tandem Investment Advisors, Inc. | 2,527 | $533.0K | 0.02% | +182+7.8% | Added |
| Brown Wealth Management, LLC | 2,528 | $533.1K | 0.19% | −114−4.3% | Reduced |
| America First Investment Advisors, LLC | 2,529 | $533.3K | 0.12% | 00.0% | Unchanged |
| Cowa, LLC | 2,529 | $533.3K | 0.25% | 00.0% | Unchanged |
| Heritage Financial Services, LLC | 2,529 | $533.3K | 0.07% | +24+1.0% | Added |
| Jackson, Grant Investment Advisers, Inc. | 2,532 | $533.9K | 0.20% | +9+0.4% | Added |
| Parkside Investments, LLC | 2,538 | $535.3K | 0.08% | −406−13.8% | Reduced |
| Francis Financial, Inc. | 2,546 | $536.8K | 0.14% | +103+4.2% | Added |
| Financial Planning & Information Services, Inc. | 2,549 | $537.4K | 0.07% | +913+55.8% | Added |
| Pine Harbor Wealth Management, LLC | 2,553 | $538.4K | 0.27% | +7+0.3% | Added |
| Blue Bell Private Wealth Management, LLC | 2,556 | $539.0K | 0.10% | −388−13.2% | Reduced |
| Coco Enterprises, LLC | 2,396 | $539.7K | 0.33% | −226−8.6% | Reduced |
| Hamilton Capital, LLC | 2,442 | $541.9K | 0.04% | +3+0.1% | Added |
| ICW Investment Advisors LLC | 2,574 | $542.9K | 0.23% | +10.0% | Added |
| Marotta Asset Management | 2,579 | $543.8K | 0.11% | −23−0.9% | Reduced |
| Global Strategic Investment Solutions, LLC | 2,579 | $543.8K | 0.06% | +208+8.8% | Added |
| HC Advisors, LLC | 2,580 | $544.2K | 0.45% | +6+0.2% | Added |
| Garrison Asset Management, LLC | 2,587 | $545.5K | 0.28% | +95+3.8% | Added |
| Capital Performance Advisors LLP | 2,598 | $547.9K | 0.17% | +650+33.4% | Added |
| Sloy Dahl & Holst, LLC | 2,599 | $548.0K | 0.09% | +35+1.4% | Added |
| New Insight Wealth Advisors | 2,601 | $548.4K | 0.29% | −453−14.8% | Reduced |
| Israel Discount Bank of New York | 2,607 | $549.7K | 0.82% | +71+2.8% | Added |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 2,612 | $550.8K | 0.08% | 00.0% | Unchanged |
| Wescott Financial Advisory Group, LLC | 2,614 | $551.2K | 0.06% | +60+2.3% | Added |
| Apeiron RIA LLC | 2,625 | $553.5K | 0.16% | −115−4.2% | Reduced |
| Tarbox Family Office, Inc. | 2,626 | $553.7K | 0.09% | +700+36.3% | Added |
| Cahaba Wealth Management, Inc. | 2,629 | $554.4K | 0.05% | −241−8.4% | Reduced |
| Schoolcraft Capital LLC | 2,636 | $555.8K | 0.11% | 00.0% | Unchanged |
| Moody Aldrich Partners LLC | 2,641 | $556.9K | 0.10% | −128−4.6% | Reduced |
| Vance Wealth, Inc. | 2,641 | $556.9K | 0.21% | +38+1.5% | Added |
| Independent Family Office, LLC | 2,680 | $557.0K | 0.28% | +80+3.1% | Added |
| TAGStone Capital, Inc. | 2,649 | $558.0K | 0.29% | +114+4.5% | Added |
| Cherrydale Wealth Management, LLC | 2,661 | $561.1K | 0.23% | +14+0.5% | Added |
| Swisher Financial Concepts, Inc. | 2,733 | $562.0K | 0.35% | −2,348−46.2% | Reduced |
| Vanguard Capital Wealth Advisors | 2,668 | $562.6K | 0.59% | −690−20.5% | Reduced |
| Integris Wealth Management, LLC | 2,675 | $564.1K | 0.16% | +273+11.4% | Added |
| Centered Wealth LLC dba Miller Equity Capital Advisors | 2,677 | $564.5K | 0.22% | 00.0% | Unchanged |
| CTC Alternative Strategies, Ltd. | 2,681 | $565.3K | 0.71% | −12,809−82.7% | Reduced |
| Avenue 1 Advisors, LLC | 2,682 | $565.5K | 0.21% | +29+1.1% | Added |
| Old North State Wealth Management, LLC | 2,680 | $566.2K | 0.32% | +399+17.5% | Added |
| WMG Financial Advisors, LLC | 2,688 | $566.8K | 0.26% | +157+6.2% | Added |
| Garrett Wealth Advisory Group, LLC | 2,695 | $568.2K | 0.14% | +10.0% | Added |
| Aletheian Wealth Advisors LLC | 2,697 | $568.7K | 0.33% | −3,987−59.6% | Reduced |
| MKT Advisors LLC | 2,759 | $571.9K | 0.27% | +10.0% | Added |
| Horizon Bancorp Inc | 2,712 | $572.0K | 0.26% | −106−3.8% | Reduced |
| Lathrop Investment Management Corp | 2,713 | $572.0K | 0.11% | +400+17.3% | Added |
| Obsidian Personal Planning Solutions LLC | 2,582 | $573.1K | 0.30% | −3−0.1% | Reduced |
| Horst & Graben Wealth Management LLC | 2,726 | $574.7K | 0.10% | +13+0.5% | Added |
| Reik & Co., LLC | 2,732 | $576.1K | 0.14% | 00.0% | Unchanged |
| Hanlon Investment Management, Inc. | 2,732 | $576.1K | 0.16% | +675+32.8% | Added |
| Firethorn Wealth Partners, LLC | 2,735 | $576.7K | 0.29% | −78−2.8% | Reduced |
| Godsey & Gibb Associates | 2,739 | $577.5K | 0.06% | −31−1.1% | Reduced |
| Pin Oak Investment Advisors Inc | 2,764 | $582.0K | 0.53% | −203−6.8% | Reduced |