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 |
|---|---|---|---|---|---|
| Vise Technologies, Inc. | 51,102 | $10.8M | 1.37% | +11,248+28.2% | Added |
| Ascent Wealth Partners, LLC | 51,029 | $10.8M | 1.50% | −611−1.2% | Reduced |
| Rench Wealth Management, Inc. | 50,975 | $10.7M | 3.69% | −408−0.8% | Reduced |
| Fulcrum Capital LLC | 50,939 | $10.7M | 2.34% | −914−1.8% | Reduced |
| Mitchell Sinkler & Starr | 50,726 | $10.7M | 2.69% | −5,247−9.4% | Reduced |
| HTLF Bank | 50,712 | $10.7M | 1.16% | −2,495−4.7% | Reduced |
| Cutler Investment Counsel LLC | 50,653 | $10.7M | 1.35% | −1,623−3.1% | Reduced |
| Centiva Capital, LP | 50,637 | $10.7M | 0.48% | +11,070+28.0% | Added |
| Intact Investment Management Inc. | 50,600 | $10.7M | 0.35% | +3,300+7.0% | Added |
| Brown Shipley& Co Ltd | 50,578 | $10.7M | 5.24% | −4,919−8.9% | Reduced |
| Marietta Wealth Management, LLC | 50,301 | $10.6M | 1.54% | +522+1.0% | Added |
| Pacific Global Investment Management CO | 50,285 | $10.6M | 1.92% | −708−1.4% | Reduced |
| Mirae Asset Securities (USA) Inc. | 50,216 | $10.6M | 0.61% | +50,216 | New |
| Flagship Harbor Advisors, LLC | 50,144 | $10.6M | 0.58% | −1,242−2.4% | Reduced |
| Whalerock Point Partners, LLC | 50,089 | $10.6M | 2.51% | +252+0.5% | Added |
| Patton Albertson Miller Group, LLC | 50,007 | $10.5M | 1.44% | −1,131−2.2% | Reduced |
| Access Investment Management LLC | 50,000 | $10.5M | 3.21% | −10,000−16.7% | Reduced |
| Cna Financial Corp | 50,000 | $10.5M | 6.01% | +50,000 | New |
| Loews Corp | 50,000 | $10.5M | 0.08% | +50,000 | New |
| Bray Capital Advisors | 49,776 | $10.5M | 2.57% | −995−2.0% | Reduced |
| Ronald Blue Trust, Inc. | 51,818 | $10.5M | 0.14% | +18,108+53.7% | Added |
| Community Bank & Trust, Waco, Texas | 49,683 | $10.5M | 2.36% | +2,198+4.6% | Added |
| Camden Capital, LLC | 49,636 | $10.5M | 1.13% | +3,516+7.6% | Added |
| IFP Advisors, Inc | 49,589 | $10.5M | 0.38% | +743+1.5% | Added |
| Compass Wealth Management LLC | 49,559 | $10.5M | 2.46% | −2,307−4.4% | Reduced |
| Trajan Wealth LLC | 49,439 | $10.4M | 0.61% | +2,402+5.1% | Added |
| Buckingham Strategic Partners | 49,410 | $10.4M | 0.22% | +3,986+8.8% | Added |
| Magnus Financial Group LLC | 49,371 | $10.4M | 1.06% | −45−0.1% | Reduced |
| Brave Asset Management Inc | 49,359 | $10.4M | 2.58% | −1,101−2.2% | Reduced |
| Pioneer Trust Bank N A | 49,272 | $10.4M | 2.66% | −1,680−3.3% | Reduced |
| Commonwealth Retirement Investments LLC | 49,245 | $10.4M | 4.35% | +430+0.9% | Added |
| Frisch Financial Group, Inc. | 49,209 | $10.4M | 3.12% | −146−0.3% | Reduced |
| Harbour Capital Advisors, LLC | 48,609 | $10.4M | 2.39% | −220−0.5% | Reduced |
| Ballast Advisors LLC | 49,162 | $10.4M | 3.20% | −813−1.6% | Reduced |
| EFG Asset Management (Americas) Corp. | 48,934 | $10.3M | 2.02% | −2,362−4.6% | Reduced |
| Adalta Capital Management LLC | 48,909 | $10.3M | 5.32% | −25−0.1% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 48,515 | $10.2M | 0.41% | −571−1.2% | Reduced |
| Quadrant Capital Group LLC | 48,509 | $10.2M | 0.71% | −111−0.2% | Reduced |
| American National Bank | 48,469 | $10.2M | 1.20% | −898−1.8% | Reduced |
| Asset Dedication, LLC | 48,447 | $10.2M | 0.69% | −5,040−9.4% | Reduced |
| Wellington Shields & Co., LLC | 48,351 | $10.2M | 3.10% | +30.0% | Added |
| Financial Partners Group, LLC | 48,325 | $10.2M | 3.82% | −240.0% | Reduced |
| Bard Financial Services, Inc. | 48,130 | $10.1M | 1.20% | −9,060−15.8% | Reduced |
| Fundamentun, LLC | 48,048 | $10.1M | 0.71% | +4,154+9.5% | Added |
| Smithbridge Asset Management Inc | 47,983 | $10.1M | 1.74% | +2,297+5.0% | Added |
| Plimoth Trust Co LLC | 47,915 | $10.1M | 2.55% | −5,011−9.5% | Reduced |
| Earnest Partners LLC | 47,896 | $10.1M | 0.04% | −160−0.3% | Reduced |
| Boston Family Office LLC | 47,614 | $10.0M | 0.68% | +1,165+2.5% | Added |
| Joel Isaacson & Co., LLC | 47,559 | $10.0M | 0.48% | +372+0.8% | Added |
| McGinn Investment Management, Inc. | 47,531 | $10.0M | 6.67% | −170−0.4% | Reduced |
| First Hawaiian Bank | 47,504 | $10.0M | 0.32% | −425−0.9% | Reduced |
| Stokes Family Office, LLC | 47,484 | $10.0M | 1.10% | −204−0.4% | Reduced |
| MN Wealth Advisors, LLC | 47,247 | $9.96M | 5.67% | +293+0.6% | Added |
| XML Financial, LLC | 47,245 | $9.96M | 0.92% | −2,019−4.1% | Reduced |
| Sage Mountain Advisors LLC | 47,191 | $9.95M | 0.85% | +869+1.9% | Added |
| Winton Group Ltd | 47,110 | $9.93M | 0.70% | +44,041+1,435.0% | Added |
| Traynor Capital Management, Inc. | 47,019 | $9.91M | 0.81% | +3,379+7.7% | Added |
| Bridge Creek Capital Management LLC | 47,009 | $9.91M | 2.99% | −1,245−2.6% | Reduced |
| First Western Trust Bank | 46,984 | $9.91M | 0.45% | −2,700−5.4% | Reduced |
| Shepherd Financial Partners LLC | 46,891 | $9.89M | 1.19% | +673+1.5% | Added |
| Van Hulzen Asset Management, LLC | 46,587 | $9.82M | 0.71% | −702−1.5% | Reduced |
| Cincinnati Casualty Co | 46,500 | $9.80M | 5.53% | −46,500−50.0% | Reduced |
| Cincinnati Specialty Underwriters Insurance CO | 46,500 | $9.80M | 2.88% | −46,500−50.0% | Reduced |
| Wittenberg Investment Management, Inc. | 46,412 | $9.79M | 3.19% | 00.0% | Unchanged |
| Bangor Savings Bank | 46,408 | $9.79M | 0.92% | −882−1.9% | Reduced |
| Davis-Rea Ltd. | 46,202 | $9.74M | 4.24% | +29,777+181.3% | Added |
| Westover Capital Advisors, LLC | 46,184 | $9.74M | 1.87% | +3,022+7.0% | Added |
| Schulhoff & Co Inc | 46,156 | $9.73M | 4.06% | +150.0% | Added |
| Waldron Private Wealth LLC | 46,109 | $9.72M | 0.40% | +1,330+3.0% | Added |
| Beverly Hills Private Wealth, LLC | 46,090 | $9.72M | 1.96% | +1,299+2.9% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 46,070 | $9.71M | 0.66% | −6,623−12.6% | Reduced |
| Canal Capital Management, LLC | 45,924 | $9.68M | 1.55% | +1,531+3.4% | Added |
| Embree Financial Group | 45,920 | $9.68M | 1.72% | +60.0% | Added |
| Stokes Capital Advisors, LLC | 45,873 | $9.67M | 2.48% | +1,574+3.6% | Added |
| Community Financial Services Group, LLC | 45,810 | $9.66M | 1.98% | +580+1.3% | Added |
| Hodges Capital Management Inc. | 45,758 | $9.65M | 0.62% | +903+2.0% | Added |
| Paradigm Asset Management Co LLC | 45,691 | $9.63M | 2.52% | 00.0% | Unchanged |
| Gluskin Sheff & Assoc Inc | 45,625 | $9.62M | 1.13% | −5,772−11.2% | Reduced |
| Bridgewater Advisors Inc. | 43,044 | $9.59M | 1.01% | +37+0.1% | Added |
| Walter & Keenan Financial Consulting Co | 45,444 | $9.58M | 2.91% | −470−1.0% | Reduced |
| Brown Miller Wealth Management, LLC | 45,352 | $9.56M | 3.72% | +189+0.4% | Added |
| Pitcairn Co | 45,331 | $9.56M | 0.56% | −4,334−8.7% | Reduced |
| Ipswich Investment Management Co., Inc. | 45,278 | $9.55M | 2.21% | −73−0.2% | Reduced |
| Coerente Capital Management | 45,241 | $9.54M | 1.78% | −255−0.6% | Reduced |
| City Holding Co | 45,228 | $9.54M | 1.32% | +436+1.0% | Added |
| Peterson Wealth Services | 45,171 | $9.52M | 3.04% | +1,533+3.5% | Added |
| Strategic Global Advisors, LLC | 45,112 | $9.51M | 1.87% | −468−1.0% | Reduced |
| Prosperity Consulting Group, LLC | 45,063 | $9.50M | 0.74% | +13,880+44.5% | Added |
| Kinneret Advisory, LLC | 45,046 | $9.50M | 0.87% | −590−1.3% | Reduced |
| Wetzel Investment Advisors, Inc. | 45,011 | $9.49M | 4.77% | −1,053−2.3% | Reduced |
| Confluence Wealth Services, Inc. | 45,000 | $9.49M | 0.69% | −1,153−2.5% | Reduced |
| Elk River Wealth Management, LLC | 44,927 | $9.47M | 1.72% | +392+0.9% | Added |
| Advocate Group LLC | 44,828 | $9.45M | 1.71% | +419+0.9% | Added |
| WESPAC Advisors SoCal, LLC | 44,801 | $9.45M | 2.18% | −304−0.7% | Reduced |
| Fidelis Capital Partners, LLC | 42,137 | $9.41M | 1.12% | +1,029+2.5% | Added |
| Duncker Streett & Co Inc | 44,616 | $9.41M | 1.72% | −101−0.2% | Reduced |
| Parthenon LLC | 44,573 | $9.40M | 1.12% | +234+0.5% | Added |
| Claro Advisors LLC | 44,544 | $9.39M | 1.22% | +1,697+4.0% | Added |
| Schechter Investment Advisors, LLC | 44,516 | $9.39M | 0.69% | −571−1.3% | Reduced |
| McRae Capital Management Inc | 44,472 | $9.38M | 1.83% | −94−0.2% | Reduced |