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 |
|---|---|---|---|---|---|
| Willis Investment Counsel | 60,400 | $12.7M | 0.83% | −19,780−24.7% | Reduced |
| Visionary Wealth Advisors | 60,284 | $12.7M | 0.77% | −2,910−4.6% | Reduced |
| Laurel Wealth Advisors LLC | 60,121 | $12.7M | 2.04% | −126−0.2% | Reduced |
| Quest Investment Management LLC | 60,057 | $12.7M | 1.48% | +52,501+694.8% | Added |
| Constitution Capital LLC | 60,047 | $12.7M | 6.76% | +2,498+4.3% | Added |
| Stolper Co | 59,994 | $12.7M | 4.14% | −418−0.7% | Reduced |
| Locust Wood Capital Advisers, LLC | 59,900 | $12.6M | 0.44% | −1,846−3.0% | Reduced |
| Chicago Capital, LLC | 59,530 | $12.6M | 0.35% | +316+0.5% | Added |
| Hills Bank & Trust Co | 59,471 | $12.5M | 0.95% | −1,327−2.2% | Reduced |
| Kingswood Wealth Advisors, LLC | 59,360 | $12.5M | 0.89% | +13,959+30.7% | Added |
| Royal Fund Management, LLC | 58,917 | $12.5M | 0.88% | −1,463−2.4% | Reduced |
| Dorchester Wealth Management Co | 59,301 | $12.5M | 2.28% | +126+0.2% | Added |
| Ascent Group, LLC | 59,127 | $12.5M | 0.94% | +7,615+14.8% | Added |
| Greystone Financial Group, LLC | 59,039 | $12.4M | 2.22% | +975+1.7% | Added |
| Harbor Capital Advisors, Inc. | 58,861 | $12.4M | 0.54% | +579+1.0% | Added |
| Geneos Wealth Management Inc. | 58,729 | $12.4M | 0.47% | +7,712+15.1% | Added |
| Bank of Hawaii | 58,663 | $12.4M | 0.52% | +296+0.5% | Added |
| Knights of Columbus Asset Advisors LLC | 58,601 | $12.4M | 0.82% | +10,706+22.4% | Added |
| Equitable Trust Co | 58,568 | $12.3M | 0.79% | +1,598+2.8% | Added |
| Pine Valley Investments Ltd Liability Co | 58,248 | $12.3M | 0.85% | −134−0.2% | Reduced |
| Punch & Associates Investment Management, Inc. | 58,130 | $12.3M | 0.68% | −13,426−18.8% | Reduced |
| New England Asset Management Inc | 58,120 | $12.3M | 1.91% | −245−0.4% | Reduced |
| Close Asset Management Ltd | 58,116 | $12.2M | 0.38% | +4,487+8.4% | Added |
| Nwi Management LP | 58,000 | $12.2M | 1.46% | −2,000−3.3% | Reduced |
| GFS Advisors, LLC | 57,993 | $12.2M | 2.60% | +24,399+72.6% | Added |
| Lynch & Associates | 57,970 | $12.2M | 2.58% | −140−0.2% | Reduced |
| Meridian Wealth Advisors, LLC | 57,715 | $12.2M | 2.04% | +1,483+2.6% | Added |
| Consolidated Planning Corp | 57,612 | $12.1M | 1.81% | +2,095+3.8% | Added |
| Dividend Assets Capital, LLC | 57,518 | $12.1M | 2.32% | +3,143+5.8% | Added |
| Cardinal Capital Management | 57,491 | $12.1M | 1.89% | +121+0.2% | Added |
| Cyrus J. Lawrence, LLC | 57,460 | $12.1M | 2.38% | +437+0.8% | Added |
| Venator Management LLC | 57,450 | $12.1M | 3.51% | −1,295−2.2% | Reduced |
| Mengis Capital Management, Inc. | 57,354 | $12.1M | 2.38% | −366−0.6% | Reduced |
| Rocky Mountain Advisers, LLC | 57,240 | $12.1M | 3.66% | 00.0% | Unchanged |
| Spectrum Wealth Counsel, LLC | 57,199 | $12.1M | 1.42% | −1,256−2.1% | Reduced |
| Independent Investors Inc | 56,934 | $12.0M | 2.43% | 00.0% | Unchanged |
| Shorepoint Capital Partners LLC | 56,656 | $11.9M | 2.72% | −3,379−5.6% | Reduced |
| Capital Analysts, LLC | 56,654 | $11.9M | 0.49% | +2,150+3.9% | Added |
| BancorpSouth Bank | 56,472 | $11.9M | 0.82% | −1,896−3.2% | Reduced |
| Plato Investment Management Ltd | 56,484 | $11.9M | 0.97% | +325+0.6% | Added |
| M&R Capital Management Inc | 56,369 | $11.9M | 2.62% | +70+0.1% | Added |
| Harrell Investment Partners, LLC | 56,302 | $11.9M | 3.36% | −1,943−3.3% | Reduced |
| Sigma Investment Counselors Inc | 56,254 | $11.9M | 0.70% | −203−0.4% | Reduced |
| Next Level Private LLC | 56,203 | $11.9M | 4.86% | +67+0.1% | Added |
| Clough Capital Partners L P | 56,200 | $11.9M | 1.21% | 00.0% | Unchanged |
| Hoertkorn Richard Charles | 56,182 | $11.8M | 5.11% | −982−1.7% | Reduced |
| Boyar Asset Management Inc. | 55,946 | $11.8M | 7.60% | −98−0.2% | Reduced |
| Frank, Rimerman Advisors LLC | 55,707 | $11.7M | 0.83% | +192+0.3% | Added |
| Vestcor Inc | 55,563 | $11.7M | 0.37% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 55,560 | $11.7M | 0.49% | +5,213+10.4% | Added |
| Chemung Canal Trust Co | 55,423 | $11.7M | 2.36% | −9,207−14.2% | Reduced |
| Walleye Capital LLC | 55,346 | $11.7M | 0.12% | +54,796+9,962.9% | Added |
| NorthRock Partners, LLC | 58,765 | $11.6M | 0.38% | +105+0.2% | Added |
| Meritage Portfolio Management | 54,980 | $11.6M | 0.71% | −1,064−1.9% | Reduced |
| Fulton Bank, N.A. | 54,817 | $11.6M | 0.44% | −1,419−2.5% | Reduced |
| Atomi Financial Group, Inc. | 54,816 | $11.6M | 0.72% | +3,001+5.8% | Added |
| Executive Wealth Management, LLC | 54,731 | $11.5M | 0.91% | −180−0.3% | Reduced |
| Harbor Investment Advisory, LLC | 68,512 | $11.5M | 1.14% | +202+0.3% | Added |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 54,600 | $11.5M | 0.23% | 00.0% | Unchanged |
| Mirador Capital Partners LP | 54,519 | $11.5M | 2.07% | +669+1.2% | Added |
| Pittenger & Anderson Inc | 54,313 | $11.5M | 0.43% | +538+1.0% | Added |
| Capstone Financial Advisors, Inc. | 54,228 | $11.4M | 0.70% | +1,035+1.9% | Added |
| Wealthcare Advisory Partners LLC | 54,217 | $11.4M | 0.33% | −956−1.7% | Reduced |
| Hartford Financial Management Inc. | 54,185 | $11.4M | 2.34% | +54+0.1% | Added |
| Family Capital Trust Co | 54,124 | $11.4M | 3.67% | −209−0.4% | Reduced |
| EagleClaw Capital Managment, LLC | 54,060 | $11.4M | 1.91% | −1,282−2.3% | Reduced |
| AMG National Trust Bank | 53,983 | $11.4M | 0.31% | −14,874−21.6% | Reduced |
| Douglass Winthrop Advisors, LLC | 53,950 | $11.4M | 0.22% | +4,348+8.8% | Added |
| Inlet Private Wealth, LLC | 53,614 | $11.3M | 2.87% | −175−0.3% | Reduced |
| Thompson Investment Management, Inc. | 53,567 | $11.3M | 1.61% | −1,865−3.4% | Reduced |
| Picton Mahoney Asset Management | 53,514 | $11.3M | 0.44% | −26,988−33.5% | Reduced |
| Laffer Tengler Investments | 53,477 | $11.3M | 2.28% | −27−0.1% | Reduced |
| Trueblood Wealth Management, LLC | 53,433 | $11.3M | 5.66% | −1,050−1.9% | Reduced |
| NBW Capital LLC | 53,258 | $11.2M | 2.12% | +1,194+2.3% | Added |
| Live Oak Private Wealth LLC | 53,216 | $11.2M | 1.82% | −9,050−14.5% | Reduced |
| Xcel Wealth Management, LLC | 53,193 | $11.2M | 3.28% | −2,232−4.0% | Reduced |
| SevenBridge Financial Group, LLC | 46,797 | $11.2M | 2.16% | +1,429+3.1% | Added |
| Barometer Capital Management Inc. | 53,347 | $11.2M | 3.22% | +2,442+4.8% | Added |
| Jamison Private Wealth Management, Inc. | 53,005 | $11.2M | 1.70% | +1,728+3.4% | Added |
| Two Sigma Securities, LLC | 52,952 | $11.2M | 0.88% | +37,748+248.3% | Added |
| Addenda Capital Inc. | 52,541 | $11.1M | 0.40% | +210.0% | Added |
| Goelzer Investment Management, Inc. | 52,466 | $11.1M | 0.61% | −124−0.2% | Reduced |
| Richard C. Young & CO., LTD. | 52,349 | $11.0M | 1.21% | +1,960+3.9% | Added |
| PEAK6 Investments LLC | 52,244 | $11.0M | 0.55% | +52,241+1,741,366.7% | Added |
| Strategic Wealth Partners, Ltd. | 52,186 | $11.0M | 1.06% | +3,064+6.2% | Added |
| KG&L Capital Management,LLC | 52,480 | $11.0M | 3.54% | +728+1.4% | Added |
| Miramar Capital, LLC | 52,074 | $11.0M | 2.56% | −463−0.9% | Reduced |
| Profund Advisors LLC | 52,029 | $11.0M | 0.42% | +5,529+11.9% | Added |
| Texas Capital Bank Wealth Management Services Inc | 52,029 | $11.0M | 1.08% | +3,208+6.6% | Added |
| AlphaCore Capital LLC | 52,002 | $11.0M | 2.48% | +1,607+3.2% | Added |
| Baker Ellis Asset Management LLC | 51,982 | $11.0M | 1.55% | −780−1.5% | Reduced |
| Western Wealth Management, LLC | 51,927 | $10.9M | 0.62% | +18,839+56.9% | Added |
| Baldwin Investment Management, LLC | 51,922 | $10.9M | 1.37% | −860−1.6% | Reduced |
| Colonial Trust Co | 51,860 | $10.9M | 1.69% | +4,614+9.8% | Added |
| Atlanta Consulting Group Advisors, LLC | 51,779 | $10.9M | 2.71% | +649+1.3% | Added |
| Avantax Planning Partners, Inc. | 51,772 | $10.9M | 0.39% | −17,943−25.7% | Reduced |
| Lakeview Capital Partners, LLC | 51,585 | $10.9M | 1.73% | −8,172−13.7% | Reduced |
| Independence Bank of Kentucky | 51,342 | $10.8M | 2.33% | +4,121+8.7% | Added |
| Apriem Advisors | 51,269 | $10.8M | 1.26% | −839−1.6% | Reduced |
| Annex Advisory Services, LLC | 51,214 | $10.8M | 0.35% | −57,588−52.9% | Reduced |