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 |
|---|---|---|---|---|---|
| Signaturefd, LLC | 73,867 | $15.6M | 0.30% | −878−1.2% | Reduced |
| Iowa State Bank | 73,349 | $15.5M | 3.18% | −3,511−4.6% | Reduced |
| Diversified Trust Co | 73,323 | $15.5M | 0.39% | +1,967+2.8% | Added |
| Argent Financial Group, Inc. | 73,248 | $15.4M | 1.83% | +73,248 | New |
| Ritholtz Wealth Management | 73,147 | $15.4M | 0.46% | +852+1.2% | Added |
| Principal Securities, Inc. | 73,045 | $15.4M | 0.37% | +5,685+8.4% | Added |
| Cohen Klingenstein LLC | 72,700 | $15.3M | 0.53% | 00.0% | Unchanged |
| Winslow Asset Management Inc | 72,644 | $15.3M | 2.83% | −498−0.7% | Reduced |
| Northwest & Ethical Investments L.P. | 72,579 | $15.3M | 0.40% | −8,370−10.3% | Reduced |
| Allied Investment Advisors, LLC | 72,423 | $15.3M | 3.02% | −301−0.4% | Reduced |
| 1st Source Bank | 72,334 | $15.3M | 0.86% | −357−0.5% | Reduced |
| Caldwell Trust Co | 72,304 | $15.2M | 1.60% | −1,084−1.5% | Reduced |
| SlateStone Wealth, LLC | 71,876 | $15.2M | 1.36% | +25,031+53.4% | Added |
| JB Capital LLC | 71,838 | $15.1M | 0.87% | +1,046+1.5% | Added |
| Global Retirement Partners, LLC | 71,767 | $15.1M | 0.46% | −910−1.3% | Reduced |
| Hollencrest Capital Management | 71,675 | $15.1M | 0.62% | +311+0.4% | Added |
| Gotham Asset Management, LLC | 71,662 | $15.1M | 0.16% | +11,465+19.0% | Added |
| Strategy Asset Managers LLC | 71,330 | $15.0M | 2.89% | −7,837−9.9% | Reduced |
| ING Groep NV | 71,273 | $15.0M | 0.09% | −203,982−74.1% | Reduced |
| Sigma Planning Corp | 70,994 | $15.0M | 0.46% | −349−0.5% | Reduced |
| Woodstock Corp | 70,991 | $15.0M | 1.44% | −108−0.2% | Reduced |
| Essex Financial Services, Inc. | 66,592 | $14.9M | 1.07% | −7,115−9.7% | Reduced |
| Cypress Capital Group | 70,764 | $14.9M | 1.68% | +486+0.7% | Added |
| PFG Investments, LLC | 70,111 | $14.8M | 0.95% | +733+1.1% | Added |
| Legacy Private Trust Co. | 69,957 | $14.8M | 0.99% | −638−0.9% | Reduced |
| Leith Wheeler Investment Counsel Ltd. | 69,803 | $14.7M | 1.03% | +26,696+61.9% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 69,726 | $14.7M | 1.23% | +5,883+9.2% | Added |
| Clarity Financial LLC | 69,365 | $14.6M | 1.72% | +62,868+967.6% | Added |
| Cyndeo Wealth Partners, LLC | 69,162 | $14.6M | 1.02% | −1,003−1.4% | Reduced |
| Eagle Ridge Investment Management | 69,153 | $14.6M | 1.28% | −330.0% | Reduced |
| Spinnaker Trust | 69,011 | $14.6M | 0.90% | −2,045−2.9% | Reduced |
| Connors Investor Services Inc | 69,111 | $14.5M | 1.41% | −2,814−3.9% | Reduced |
| Artemis Investment Management LLP | 68,791 | $14.5M | 0.22% | −1,137−1.6% | Reduced |
| One Capital Management, LLC | 68,748 | $14.5M | 0.46% | +975+1.4% | Added |
| Avitas Wealth Management LLC | 68,742 | $14.5M | 2.04% | +807+1.2% | Added |
| Eagle Rock Investment Company, LLC | 68,521 | $14.4M | 2.42% | −3,434−4.8% | Reduced |
| Pettyjohn, Wood & White, Inc | 68,416 | $14.4M | 2.66% | −1,135−1.6% | Reduced |
| Merit Financial Group, LLC | 68,365 | $14.4M | 0.32% | −13,701−16.7% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 68,300 | $14.4M | 0.73% | −406−0.6% | Reduced |
| Journey Advisory Group, LLC | 71,177 | $14.4M | 1.72% | −252−0.4% | Reduced |
| Steel Peak Wealth Management LLC | 68,264 | $14.4M | 0.64% | −714−1.0% | Reduced |
| Bank of Nova Scotia Trust Co | 68,135 | $14.4M | 1.46% | −1,455−2.1% | Reduced |
| Buffington Mohr McNeal | 67,908 | $14.3M | 2.36% | +943+1.4% | Added |
| Westpac Banking Corp | 67,687 | $14.3M | 0.96% | +3,410+5.3% | Added |
| IHT Wealth Management, LLC | 67,797 | $14.3M | 0.40% | +13,809+25.6% | Added |
| Griffin Asset Management, Inc. | 67,505 | $14.2M | 1.59% | +63+0.1% | Added |
| Vantage Investment Partners, LLC | 67,501 | $14.2M | 1.20% | −2,800−4.0% | Reduced |
| Valicenti Advisory Services Inc | 67,140 | $14.2M | 3.64% | −5,223−7.2% | Reduced |
| Naples Global Advisors, LLC | 67,115 | $14.2M | 1.32% | +110.0% | Added |
| Camden National Bank | 67,048 | $14.1M | 2.03% | −2,187−3.2% | Reduced |
| Barbara Oil Co. | 67,000 | $14.1M | 5.77% | 00.0% | Unchanged |
| K.J. Harrison & Partners Inc | 63,301 | $14.1M | 2.13% | +16,000+33.8% | Added |
| Ossiam | 66,847 | $14.1M | 0.27% | −3,780−5.4% | Reduced |
| Haverford Financial Services, Inc. | 66,846 | $14.1M | 4.03% | −70.0% | Reduced |
| Meeder Advisory Services, Inc. | 66,777 | $14.1M | 0.91% | −631−0.9% | Reduced |
| Schnieders Capital Management LLC | 66,680 | $14.1M | 2.68% | −3,987−5.6% | Reduced |
| SFE Investment Counsel | 66,599 | $14.0M | 2.93% | −1,029−1.5% | Reduced |
| L & S Advisors Inc | 66,573 | $14.0M | 1.47% | +17,932+36.9% | Added |
| Miracle Mile Advisors, LLC | 66,517 | $14.0M | 0.32% | +2,241+3.5% | Added |
| Wellington Shields Capital Management, LLC | 66,500 | $14.0M | 2.44% | −80.0% | Reduced |
| Country Club Bank | 66,530 | $14.0M | 0.94% | −1,903−2.8% | Reduced |
| Shell Asset Management Co | 65,985 | $13.9M | 0.61% | +65,985 | New |
| JCIC Asset Management Inc. | 65,916 | $13.9M | 5.70% | +485+0.7% | Added |
| Matthew 25 Management Corp | 65,750 | $13.9M | 4.66% | −4,250−6.1% | Reduced |
| Twin Capital Management Inc | 65,556 | $13.8M | 1.56% | −3,211−4.7% | Reduced |
| Parallax Volatility Advisers, L.P. | 65,363 | $13.8M | 0.36% | −88,179−57.4% | Reduced |
| Simmons Bank | 65,116 | $13.7M | 0.99% | −190−0.3% | Reduced |
| Bright Rock Capital Management, LLC | 65,000 | $13.7M | 2.76% | −20,000−23.5% | Reduced |
| Red Door Wealth Management, LLC | 64,894 | $13.7M | 2.28% | +2,823+4.5% | Added |
| Teamwork Financial Advisors, LLC | 64,856 | $13.7M | 1.90% | −753−1.1% | Reduced |
| Greenwood Gearhart Inc | 64,847 | $13.7M | 1.14% | −16,116−19.9% | Reduced |
| Wells Trecaso Financial Group, LLC | 64,619 | $13.6M | 4.48% | −288−0.4% | Reduced |
| BKD Wealth Advisors, LLC | 64,209 | $13.5M | 0.31% | −3,496−5.2% | Reduced |
| Stratos Wealth Advisors, LLC | 64,049 | $13.5M | 0.62% | +513+0.8% | Added |
| River Wealth Advisors LLC | 64,003 | $13.5M | 1.80% | +1,077+1.7% | Added |
| Ar Asset Management Inc | 63,931 | $13.5M | 3.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 63,902 | $13.5M | 0.62% | +2,867+4.7% | Added |
| Buckley Wealth Management, LLC | 63,834 | $13.5M | 4.15% | −668−1.0% | Reduced |
| Brevan Howard Capital Management LP | 63,812 | $13.5M | 0.65% | −19,933−23.8% | Reduced |
| Princeton Global Asset Management LLC | 63,794 | $13.5M | 2.62% | +2,258+3.7% | Added |
| Sound View Wealth Advisors Group, LLC | 63,751 | $13.4M | 1.10% | +7,624+13.6% | Added |
| Fagan Associates, Inc. | 63,672 | $13.4M | 2.26% | +722+1.1% | Added |
| David Loasby | 65,417 | $13.4M | 1.27% | +444+0.7% | Added |
| Radnor Capital Management, LLC | 63,551 | $13.4M | 1.99% | +4,910+8.4% | Added |
| First National Advisers, LLC | 63,245 | $13.3M | 2.13% | +1,168+1.9% | Added |
| Nations Financial Group Inc, | 61,962 | $13.1M | 0.95% | +3,148+5.4% | Added |
| WealthBridge Investment Counsel Inc. | 61,936 | $13.1M | 4.64% | −725−1.2% | Reduced |
| Mitchell Capital Management Co | 61,849 | $13.0M | 2.28% | +546+0.9% | Added |
| J. Safra Sarasin Holding AG | 61,819 | $13.0M | 0.23% | +41,796+208.7% | Added |
| Carmel Capital Management L.L.C. | 61,657 | $13.0M | 4.88% | −836−1.3% | Reduced |
| Pettee Investors, Inc. | 61,581 | $13.0M | 6.32% | 00.0% | Unchanged |
| Foster & Motley Inc | 61,260 | $12.9M | 0.82% | −1,529−2.4% | Reduced |
| Roundview Capital LLC | 61,171 | $12.9M | 0.93% | +1,757+3.0% | Added |
| NJ State Employees Deferred Compensation Plan | 61,000 | $12.9M | 1.53% | 00.0% | Unchanged |
| Cypress Asset Management Inc | 60,903 | $12.8M | 3.20% | +1,095+1.8% | Added |
| Moneta Group Investment Advisors LLC | 60,900 | $12.8M | 0.19% | +1,337+2.2% | Added |
| Invictus Private Wealth, LLC | 60,660 | $12.8M | 1.01% | −998−1.6% | Reduced |
| Zuckerman Investment Group, LLC | 60,573 | $12.8M | 1.31% | +100+0.2% | Added |
| Cornerstone Wealth Group, LLC | 60,444 | $12.7M | 1.06% | +798+1.3% | Added |
| Community Bank of Raymore | 60,407 | $12.7M | 9.62% | −1,281−2.1% | Reduced |