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 |
|---|---|---|---|---|---|
| SJS Investment Consulting Inc. | 2,761 | $582.1K | 0.10% | +146+5.6% | Added |
| Versant Capital Management, Inc | 2,769 | $584.0K | 0.13% | +705+34.2% | Added |
| Silver Coast Investments LLC | 2,781 | $586.4K | 0.22% | −26−0.9% | Reduced |
| SFG Wealth Management, LLC. | 2,782 | $586.6K | 0.31% | +178+6.8% | Added |
| Index Fund Advisors, Inc. | 2,783 | $586.8K | 0.03% | 00.0% | Unchanged |
| Detalus Advisors, LLC | 2,799 | $590.1K | 0.20% | +146+5.5% | Added |
| Paladin Advisory Group, LLC | 2,802 | $590.8K | 0.44% | 00.0% | Unchanged |
| Harrington Investments, INC | 2,802 | $590.8K | 0.32% | 00.0% | Unchanged |
| KFG Wealth Management, LLC | 2,802 | $590.8K | 0.13% | +1,208+75.8% | Added |
| Westwood Wealth Management | 2,803 | $591.0K | 0.23% | +16+0.6% | Added |
| AIMZ Investment Advisors, LLC | 2,804 | $591.3K | 0.20% | +415+17.4% | Added |
| Intelligence Driven Advisers, LLC | 2,833 | $597.5K | 0.09% | +325+13.0% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 2,837 | $598.1K | 0.32% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 2,840 | $598.8K | 0.40% | 00.0% | Unchanged |
| Bender Robert & Associates | 2,848 | $600.5K | 0.13% | +2,848 | New |
| Madden Securities Corp | 2,849 | $600.7K | 0.26% | 00.0% | Unchanged |
| Montis Financial, LLC | 2,854 | $601.9K | 0.21% | +325+12.9% | Added |
| Financial Security Advisor, Inc. | 2,854 | $601.9K | 0.15% | +370+14.9% | Added |
| Sageworth Trust Co | 2,860 | $603.1K | 0.04% | +786+37.9% | Added |
| Wealth Advisors of Iowa, LLC | 2,868 | $604.7K | 0.31% | −29−1.0% | Reduced |
| CapWealth Advisors, LLC | 2,869 | $605.0K | 0.07% | +567+24.6% | Added |
| Safeguard Investment Advisory Group, LLC | 2,872 | $605.7K | 0.17% | +634+28.3% | Added |
| Cassady Schiller Wealth Management, LLC | 2,876 | $606.4K | 0.22% | −266−8.5% | Reduced |
| Abacus Wealth Partners, LLC | 2,878 | $606.9K | 0.09% | +309+12.0% | Added |
| Cascade Financial Partners, LLC | 2,708 | $606.9K | 0.08% | −93−3.3% | Reduced |
| Bruce G. Allen Investments, LLC | 2,880 | $607.3K | 0.47% | −268−8.5% | Reduced |
| Waller Financial Planning Group, Inc | 2,899 | $611.2K | 0.15% | +49+1.7% | Added |
| Merriman Wealth Management, LLC | 2,901 | $611.7K | 0.02% | +218+8.1% | Added |
| DHK Financial Advisors, Inc. | 2,902 | $612.0K | 0.38% | +12+0.4% | Added |
| Financial Freedom, LLC | 2,903 | $612.1K | 0.32% | +6+0.2% | Added |
| State of Wyoming | 2,904 | $612.3K | 0.09% | −142−4.7% | Reduced |
| Dock Street Asset Management Inc | 2,911 | $613.8K | 0.08% | −171−5.5% | Reduced |
| Pullen Investment Management, LLC | 2,913 | $614.2K | 0.45% | −67−2.2% | Reduced |
| Inspirion Wealth Advisors, LLC | 2,914 | $614.4K | 0.09% | −175−5.7% | Reduced |
| Arbor Investment Advisors, LLC | 2,920 | $615.7K | 0.08% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 2,924 | $616.5K | 0.09% | +544+22.9% | Added |
| Successful Portfolios LLC | 2,929 | $617.6K | 0.42% | +2+0.1% | Added |
| Heck Capital Advisors, LLC | 2,931 | $618.0K | 0.07% | −79−2.6% | Reduced |
| Basepoint Wealth LLC | 2,936 | $619.1K | 0.46% | −437−13.0% | Reduced |
| Motive Wealth Advisors | 3,069 | $620.7K | 0.37% | 00.0% | Unchanged |
| Youngs Advisory Group, Inc. | 2,948 | $621.6K | 0.26% | +15+0.5% | Added |
| Strid Group, LLC | 2,951 | $622.2K | 0.09% | 00.0% | Unchanged |
| Safe Harbor Fiduciary, LLC | 2,954 | $622.9K | 0.58% | +2,954 | New |
| Clayton Financial Group LLC | 2,954 | $622.9K | 0.23% | +599+25.4% | Added |
| My Personal CFO, LLC | 2,956 | $623.2K | 0.34% | +15+0.5% | Added |
| Pension & Wealth Management Advisors, Inc. | 2,954 | $623.3K | 0.32% | +156+5.6% | Added |
| Market Street Wealth Management Advisors LLC | 2,957 | $623.5K | 0.10% | +28+1.0% | Added |
| Cohen & Steers, Inc. | 2,957 | $624.0K | 0.00% | −62−2.1% | Reduced |
| Clarity Capital Partners LLC | 2,973 | $626.9K | 0.37% | −41−1.4% | Reduced |
| Lane & Associates LLC | 2,975 | $627.4K | 0.34% | +17+0.6% | Added |
| Charter Research & Investment Group, Inc. | 2,976 | $627.6K | 0.46% | 00.0% | Unchanged |
| Encompass More Asset Management | 2,979 | $628.2K | 0.24% | +789+36.0% | Added |
| EdgeRock Capital LLC | 2,979 | $628.2K | 0.44% | +142+5.0% | Added |
| Peninsula Wealth, LLC | 2,811 | $628.6K | 0.11% | +132+4.9% | Added |
| SilverOak Wealth Management LLC | 2,987 | $629.8K | 0.14% | 00.0% | Unchanged |
| Mayport, LLC | 2,995 | $631.5K | 0.20% | −289−8.8% | Reduced |
| Altshuler Shaham Ltd | 3,000 | $632.6K | 0.04% | −5,102−63.0% | Reduced |
| Bayview Asset Management, LLC | 3,000 | $632.6K | 0.35% | −2,500−45.5% | Reduced |
| Robinson Smith Wealth Advisors LLC | 3,016 | $636.0K | 0.54% | −1,166−27.9% | Reduced |
| New Jersey Better Educational Savings Trust | 3,017 | $636.2K | 1.20% | 00.0% | Unchanged |
| Code Waechter LLC | 3,026 | $638.0K | 0.61% | +3,026 | New |
| Laidlaw Wealth Management LLC | 3,029 | $638.7K | 0.32% | −200−6.2% | Reduced |
| D.B. Root & Company, LLC | 3,039 | $640.8K | 0.21% | −44−1.4% | Reduced |
| Visionary Horizons, LLC | 3,041 | $641.4K | 0.43% | +13+0.4% | Added |
| Better Money Decisions, LLC | 3,044 | $641.9K | 0.46% | +211+7.4% | Added |
| J. L. Bainbridge & Co., Inc. | 3,052 | $643.6K | 0.06% | −50−1.6% | Reduced |
| Elevated Capital Advisors, LLC | 3,053 | $643.8K | 0.17% | +3,053 | New |
| Absolute Capital Management, LLC | 3,054 | $644.0K | 0.38% | +3,054 | New |
| Cooper/Haims Advisors, LLC | 3,055 | $644.2K | 0.35% | −184−5.7% | Reduced |
| Fiduciary Financial Group, LLC | 3,058 | $644.5K | 0.15% | +68+2.3% | Added |
| Dakota Community Bank & Trust NA | 3,066 | $646.5K | 3.25% | −64−2.0% | Reduced |
| Future Financial Wealth Managment LLC | 3,067 | $646.7K | 0.46% | 00.0% | Unchanged |
| Silver Lake Advisory, LLC | 3,069 | $647.1K | 0.27% | +15+0.5% | Added |
| North Point Portfolio Managers Corp | 3,069 | $647.1K | 0.10% | 00.0% | Unchanged |
| Claret Asset Management Corp | 3,085 | $650.0K | 0.11% | +330+12.0% | Added |
| Sweet Financial Partners, LLC | 3,089 | $651.3K | 0.14% | −152−4.7% | Reduced |
| Elios Financial Group Inc. | 3,091 | $651.7K | 0.30% | +3,091 | New |
| Compass Ion Advisors, LLC | 3,092 | $652.0K | 0.08% | +7+0.2% | Added |
| Financial Advisory Corp | 3,090 | $652.0K | 0.24% | +20+0.7% | Added |
| Amussen Hunsaker Associates LLC | 3,104 | $654.5K | 0.10% | −70−2.2% | Reduced |
| BCS Wealth Management | 3,106 | $655.0K | 0.28% | +1,131+57.3% | Added |
| SP Asset Management LLC | 3,106 | $655.0K | 0.05% | +10+0.3% | Added |
| Arbor Wealth Advisors LLC | 3,113 | $656.4K | 0.59% | 00.0% | Unchanged |
| Lakewood Asset Management LLC | 3,118 | $657.4K | 0.45% | −54−1.7% | Reduced |
| Wealthgarden F.S. LLC | 3,122 | $658.3K | 0.64% | 00.0% | Unchanged |
| Northstar Group, Inc. | 3,126 | $659.2K | 0.11% | −408−11.5% | Reduced |
| Ackerman Capital Advisors, LLC | 3,127 | $659.4K | 0.17% | 00.0% | Unchanged |
| Allen Wealth Management, LLC | 3,131 | $660.2K | 0.46% | −5−0.2% | Reduced |
| Fulcrum Equity Management | 3,133 | $660.6K | 0.56% | +21+0.7% | Added |
| Warwick Investment Management, Inc. | 3,134 | $660.8K | 0.16% | +86+2.8% | Added |
| Opal Wealth Advisors, LLC | 3,137 | $661.5K | 0.21% | +156+5.2% | Added |
| Shikiar Asset Management Inc | 3,141 | $662.0K | 0.17% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 3,145 | $663.2K | 0.34% | −19−0.6% | Reduced |
| Intergy Private Wealth, LLC | 3,148 | $663.8K | 0.25% | +264+9.2% | Added |
| First Community Trust NA | 3,151 | $664.4K | 0.54% | 00.0% | Unchanged |
| Concorde Asset Management, LLC | 3,159 | $666.0K | 0.38% | −144−4.4% | Reduced |
| Gemmer Asset Management LLC | 3,163 | $666.8K | 0.07% | +28+0.9% | Added |
| Cherry Tree Wealth Management, LLC | 3,169 | $668.2K | 0.16% | 00.0% | Unchanged |
| Options Solutions, LLC | 3,172 | $668.8K | 0.32% | −28−0.9% | Reduced |
| Copley Financial Group, Inc. | 3,178 | $670.1K | 0.61% | +3,178 | New |