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 |
|---|---|---|---|---|---|
| Greenwood Capital Associates LLC | 44,360 | $9.35M | 1.22% | −8,864−16.7% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 44,356 | $9.35M | 2.29% | +790+1.8% | Added |
| B & T Capital Management DBA Alpha Capital Management | 44,336 | $9.35M | 1.76% | −1,012−2.2% | Reduced |
| Stablepoint Partners, LLC | 44,082 | $9.30M | 1.69% | −299−0.7% | Reduced |
| NBC Securities, Inc. | 44,010 | $9.28M | 0.78% | −392−0.9% | Reduced |
| Granite Investment Partners, LLC | 44,000 | $9.28M | 0.40% | +384+0.9% | Added |
| DoubleLine ETF Adviser LP | 43,994 | $9.28M | 2.26% | −3,764−7.9% | Reduced |
| Nelson Capital Management, LLC | 43,966 | $9.27M | 1.56% | −424−1.0% | Reduced |
| Farther Finance Advisors, LLC | 43,895 | $9.26M | 0.35% | +3,604+8.9% | Added |
| Brighton Jones LLC | 43,891 | $9.25M | 0.35% | −2,777−6.0% | Reduced |
| Old Second National Bank of Aurora | 43,866 | $9.25M | 2.23% | −793−1.8% | Reduced |
| RPG Investment Advisory, LLC | 43,821 | $9.24M | 1.32% | +28+0.1% | Added |
| Global Wealth Management Investment Advisory, Inc. | 43,558 | $9.18M | 1.98% | +753+1.8% | Added |
| Oxford Financial Group Ltd | 43,498 | $9.17M | 0.58% | −2,947−6.3% | Reduced |
| Independent Financial Group, LLC | 43,441 | $9.16M | 0.34% | +4,536+11.7% | Added |
| Giverny Capital Inc.SuperinvestorGiverny Capital | 43,324 | $9.14M | 0.35% | +3,098+7.7% | Added |
| Beacon Financial Group | 43,232 | $9.12M | 0.99% | −33−0.1% | Reduced |
| YHB Investment Advisors, Inc. | 43,176 | $9.10M | 0.75% | +1,505+3.6% | Added |
| Marex Group plc | 42,920 | $9.05M | 0.21% | −92,144−68.2% | Reduced |
| Jaffetilchin Investment Partners, LLC | 42,900 | $9.05M | 0.69% | +1,616+3.9% | Added |
| Exchange Traded Concepts, LLC | 42,897 | $9.05M | 0.21% | +376+0.9% | Added |
| Townsend Asset Management Corp | 42,861 | $9.04M | 3.35% | −517−1.2% | Reduced |
| HGK Asset Management Inc | 42,821 | $9.03M | 1.67% | −7,840−15.5% | Reduced |
| Intrust Bank NA | 42,810 | $9.03M | 0.90% | +161+0.4% | Added |
| DT Investment Partners, LLC | 42,670 | $9.00M | 0.73% | +332+0.8% | Added |
| Jacobs Levy Equity Management, Inc | 42,511 | $8.96M | 0.03% | +5,152+13.8% | Added |
| First Interstate Bank | 42,508 | $8.96M | 0.54% | −514−1.2% | Reduced |
| Asset Planning Services Inc | 42,497 | $8.96M | 4.43% | −390−0.9% | Reduced |
| Hilton Capital Management, LLC | 42,494 | $8.96M | 0.69% | +317+0.8% | Added |
| Skylands Capital, LLC | 42,470 | $8.96M | 1.21% | −4,385−9.4% | Reduced |
| Jacobi Capital Management LLC | 42,466 | $8.95M | 0.68% | +496+1.2% | Added |
| Dean Investment Associates, LLC | 42,452 | $8.95M | 1.21% | −1,738−3.9% | Reduced |
| Kavar Capital Partners Group, LLC | 42,360 | $8.93M | 1.41% | +150+0.4% | Added |
| Providence Capital Advisors, LLC | 42,311 | $8.92M | 1.77% | +433+1.0% | Added |
| Valmark Advisers, Inc. | 42,218 | $8.90M | 0.14% | +8,382+24.8% | Added |
| Concentric Wealth Management, LLC | 42,011 | $8.86M | 2.16% | −565−1.3% | Reduced |
| Viking Fund Management LLC | 42,000 | $8.86M | 1.44% | −3,000−6.7% | Reduced |
| Centaurus Financial, Inc. | 41,912 | $8.84M | 0.56% | +2,944+7.6% | Added |
| Unison Asset Management LLC | 41,912 | $8.84M | 4.20% | −64−0.2% | Reduced |
| Private Trust Co NA | 41,892 | $8.83M | 0.89% | −366−0.9% | Reduced |
| Belpointe Asset Management LLC | 41,838 | $8.82M | 0.53% | +5,094+13.9% | Added |
| Redmond Asset Management, LLC | 41,795 | $8.81M | 2.76% | −1,289−3.0% | Reduced |
| Chronos Wealth Management, LLC | 41,672 | $8.79M | 4.58% | +969+2.4% | Added |
| Capital Group Investment Management Pte. Ltd. | 41,631 | $8.78M | 1.77% | +1,240+3.1% | Added |
| MBB Public Markets I LLC | 41,530 | $8.76M | 0.74% | −219,234−84.1% | Reduced |
| Chiron Investment Management, LLC | 41,508 | $8.75M | 3.08% | −4,488−9.8% | Reduced |
| Mandatum Life Insurance Co Ltd | 41,502 | $8.75M | 2.68% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 36,448 | $8.73M | 2.40% | +1,083+3.1% | Added |
| Wealth Advisory Solutions, LLC | 41,268 | $8.70M | 2.40% | −5,062−10.9% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 41,232 | $8.69M | 1.07% | −10,128−19.7% | Reduced |
| Guyasuta Investment Advisors Inc | 41,095 | $8.67M | 0.53% | +226+0.6% | Added |
| American Money Management, LLC | 41,094 | $8.66M | 1.73% | −1,729−4.0% | Reduced |
| Parcion Private Wealth LLC | 41,079 | $8.66M | 0.72% | +2,040+5.2% | Added |
| First Nebraska Trust Co | 41,001 | $8.65M | 0.84% | −339−0.8% | Reduced |
| RBF Capital, LLC | 41,000 | $8.65M | 0.44% | 00.0% | Unchanged |
| DF Dent & Co Inc | 40,988 | $8.64M | 0.11% | +456+1.1% | Added |
| Univest Financial Corp | 40,883 | $8.62M | 0.57% | +33,348+442.6% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 40,734 | $8.59M | 0.82% | −177−0.4% | Reduced |
| PDS Planning, Inc | 40,730 | $8.59M | 0.77% | −813−2.0% | Reduced |
| Principal Street Partners, LLC | 41,104 | $8.59M | 1.40% | −4,312−9.5% | Reduced |
| Tradewinds, LLC. | 40,658 | $8.57M | 2.64% | +921+2.3% | Added |
| Buck Wealth Strategies, LLC | 40,619 | $8.56M | 2.70% | −4,970−10.9% | Reduced |
| Graypoint LLC | 40,486 | $8.54M | 0.55% | +994+2.5% | Added |
| Turtle Creek Wealth Advisors, LLC | 40,454 | $8.53M | 1.71% | +1,146+2.9% | Added |
| Selway Asset Management | 40,312 | $8.50M | 3.32% | −25−0.1% | Reduced |
| Stony Point Wealth Management Inc. | 40,163 | $8.47M | 3.57% | −1,011−2.5% | Reduced |
| Strategic Advisors LLC | 40,131 | $8.46M | 1.58% | −880−2.1% | Reduced |
| Robertson Stephens Wealth Management, LLC | 40,099 | $8.46M | 0.31% | +304+0.8% | Added |
| Fusion Capital, LLC | 40,084 | $8.45M | 3.63% | −50−0.1% | Reduced |
| Anchor Investment Management, LLC | 40,034 | $8.44M | 0.80% | +41+0.1% | Added |
| Lindbrook Capital, LLC | 39,950 | $8.42M | 0.75% | +5,920+17.4% | Added |
| Paradigm Financial Partners, LLC | 34,903 | $8.42M | 1.17% | −2,404−6.4% | Reduced |
| Covington Investment Advisors Inc. | 39,913 | $8.42M | 1.27% | −600−1.5% | Reduced |
| Hixon Zuercher, LLC | 39,905 | $8.41M | 3.30% | −790−1.9% | Reduced |
| LGT Fund Management Co Ltd. | 40,529 | $8.40M | 0.87% | −1,834−4.3% | Reduced |
| Arrow Financial Corp | 39,723 | $8.38M | 0.77% | −422−1.1% | Reduced |
| Citizens National Bank Trust Department | 39,719 | $8.38M | 1.76% | −45−0.1% | Reduced |
| Sompo Asset Management Co., Ltd. | 39,383 | $8.30M | 1.30% | −7,051−15.2% | Reduced |
| Capital Asset Advisory Services LLC | 39,402 | $8.30M | 0.42% | −458−1.1% | Reduced |
| Kinsale Capital Group, Inc. | 39,357 | $8.30M | 2.45% | +5,248+15.4% | Added |
| Mirabaud Asset Management Ltd | 39,366 | $8.29M | 3.42% | +139+0.4% | Added |
| Evexia Wealth LLC | 39,255 | $8.28M | 2.94% | −1,838−4.5% | Reduced |
| McDonald Partners LLC | 39,242 | $8.27M | 2.07% | +22+0.1% | Added |
| Summerhill Capital Management lnc. | 39,224 | $8.27M | 5.68% | +289+0.7% | Added |
| Maltese Capital Management LLC | 39,100 | $8.24M | 1.33% | −21,700−35.7% | Reduced |
| Mechanics Bank Trust Department | 39,024 | $8.23M | 1.10% | −192−0.5% | Reduced |
| Boyd Watterson Asset Management LLC | 39,023 | $8.23M | 2.25% | −3,928−9.1% | Reduced |
| Lorne Steinberg Wealth Management Inc. | 39,021 | $8.23M | 2.38% | −20−0.1% | Reduced |
| Alpha Omega Wealth Management LLC | 39,017 | $8.23M | 1.51% | −944−2.4% | Reduced |
| Drucker Wealth 3.0, LLC | 38,904 | $8.20M | 1.97% | +678+1.8% | Added |
| Bristlecone Advisors, LLC | 38,863 | $8.19M | 0.66% | −428−1.1% | Reduced |
| Empire Financial Management Company, LLC | 38,824 | $8.19M | 2.52% | −561−1.4% | Reduced |
| Arjuna Capital | 38,722 | $8.16M | 2.11% | −448−1.1% | Reduced |
| Van Strum & Towne Inc. | 38,624 | $8.14M | 2.82% | −150−0.4% | Reduced |
| Chemistry Wealth Management LLC | 38,467 | $8.11M | 1.94% | −272−0.7% | Reduced |
| Bogart Wealth, LLC | 38,320 | $8.08M | 0.38% | −4,933−11.4% | Reduced |
| D L Carlson Investment Group Inc | 38,272 | $8.07M | 1.46% | −7,852−17.0% | Reduced |
| Banque Pictet & Cie SA | 38,218 | $8.06M | 0.08% | −4,107−9.7% | Reduced |
| Contravisory Investment Management, Inc. | 38,131 | $8.04M | 1.72% | +35,609+1,411.9% | Added |
| Legacy Financial Advisors, Inc. | 38,128 | $8.04M | 1.35% | +612+1.6% | Added |