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 |
|---|---|---|---|---|---|
| Qtron Investments LLC | 37,986 | $8.01M | 1.09% | −309−0.8% | Reduced |
| Legacy Trust | 37,904 | $7.99M | 1.84% | +431+1.2% | Added |
| DLK Investment Management, LLC | 37,883 | $7.99M | 3.06% | −48−0.1% | Reduced |
| Roberts Wealth Advisors, LLC | 37,876 | $7.98M | 2.58% | +732+2.0% | Added |
| Philadelphia Trust Co | 37,817 | $7.97M | 0.58% | −446−1.2% | Reduced |
| Allen Capital Group, LLC | 37,703 | $7.95M | 1.01% | +207+0.6% | Added |
| White Pine Investment CO | 37,683 | $7.95M | 2.18% | +357+1.0% | Added |
| Jefferies Financial Group Inc. | 37,588 | $7.93M | 0.13% | +2,235+6.3% | Added |
| Socorro Asset Management LP | 37,515 | $7.91M | 3.00% | −9,790−20.7% | Reduced |
| Essex LLC | 37,484 | $7.90M | 1.62% | −743−1.9% | Reduced |
| DRW Securities, LLC | 37,451 | $7.90M | 0.43% | +2,278+6.5% | Added |
| Capital Investment Counsel, LLC | 37,417 | $7.89M | 1.37% | +657+1.8% | Added |
| Arvest Investments, Inc. | 37,328 | $7.87M | 1.19% | −2,990−7.4% | Reduced |
| Kennedy Capital Management, Inc. | 37,319 | $7.87M | 0.17% | +35,965+2,656.2% | Added |
| Boston Research & Management Inc | 37,133 | $7.83M | 1.81% | +130.0% | Added |
| Chicago Trust Co NA | 37,124 | $7.83M | 1.35% | +3,370+10.0% | Added |
| Berkshire Bank | 37,088 | $7.82M | 1.83% | −847−2.2% | Reduced |
| Garland Capital Management Inc | 37,065 | $7.82M | 6.01% | −6,300−14.5% | Reduced |
| Churchill Management Corp | 37,009 | $7.80M | 0.09% | −1,067−2.8% | Reduced |
| Hennessy Advisors Inc | 37,000 | $7.80M | 0.25% | −1,000−2.6% | Reduced |
| Souders Financial Advisors | 36,897 | $7.78M | 1.08% | −1,013−2.7% | Reduced |
| Systematic Alpha Investments, LLC | 36,804 | $7.76M | 0.28% | 00.0% | Unchanged |
| Advanced Asset Management Advisors Inc | 38,260 | $7.74M | 2.07% | 00.0% | Unchanged |
| American Trust | 36,628 | $7.72M | 0.64% | −4,919−11.8% | Reduced |
| Wedmont Private Capital | 36,609 | $7.72M | 0.44% | +1,448+4.1% | Added |
| Sitrin Capital Management LLC | 36,612 | $7.72M | 3.86% | −196−0.5% | Reduced |
| Somerset Trust Co | 36,599 | $7.72M | 2.89% | −804−2.1% | Reduced |
| Security National Bank | 36,599 | $7.72M | 1.05% | −70.0% | Reduced |
| Peloton Wealth Strategists | 36,563 | $7.71M | 3.06% | −1,773−4.6% | Reduced |
| McBroom & Associates, LLC | 36,417 | $7.68M | 4.70% | +614+1.7% | Added |
| Howland Capital Management LLC | 36,290 | $7.65M | 0.33% | −1,135−3.0% | Reduced |
| Checchi Capital Advisers, LLC | 36,139 | $7.62M | 0.57% | −2,611−6.7% | Reduced |
| First Personal Financial Services | 36,060 | $7.60M | 1.61% | −737−2.0% | Reduced |
| Owen LaRue, LLC | 36,034 | $7.60M | 4.03% | −1,329−3.6% | Reduced |
| Founders Capital Management | 35,992 | $7.59M | 4.62% | +183+0.5% | Added |
| SPC Financial, Inc. | 35,958 | $7.58M | 0.67% | −954−2.6% | Reduced |
| Cordatus Wealth Management LLC | 35,922 | $7.57M | 2.72% | +330+0.9% | Added |
| Northwest Bancshares, Inc. | 35,877 | $7.57M | 1.29% | −6,110−14.6% | Reduced |
| Wright Investors Service Inc | 35,829 | $7.55M | 1.98% | −8,536−19.2% | Reduced |
| TFG Advisers LLC | 35,769 | $7.54M | 2.71% | +289+0.8% | Added |
| TrinityPoint Wealth, LLC | 35,746 | $7.54M | 1.08% | +9,487+36.1% | Added |
| Excalibur Management Corp | 35,726 | $7.53M | 2.87% | −528−1.5% | Reduced |
| New Hampshire Trust | 35,683 | $7.52M | 1.61% | −690−1.9% | Reduced |
| Lake Street Financial LLC | 35,647 | $7.52M | 1.20% | −10,319−22.4% | Reduced |
| Concentric Capital Strategies, LP | 35,580 | $7.50M | 0.47% | +26,141+276.9% | Added |
| Blue Fin Capital, Inc. | 35,550 | $7.50M | 1.42% | +116+0.3% | Added |
| Gifford Fong Associates | 35,296 | $7.44M | 1.86% | 00.0% | Unchanged |
| BigSur Wealth Management LLC | 35,293 | $7.44M | 2.05% | +2,010+6.0% | Added |
| Harvey Capital Management Inc | 35,265 | $7.44M | 1.86% | −5,400−13.3% | Reduced |
| Werlinich Asset Management, LLC | 35,197 | $7.42M | 4.31% | 00.0% | Unchanged |
| Paradiem, LLC | 35,174 | $7.42M | 1.75% | 00.0% | Unchanged |
| Hi-Line Capital Management, LLC | 35,170 | $7.42M | 3.64% | −66,775−65.5% | Reduced |
| Augustine Asset Management Inc | 34,990 | $7.38M | 2.58% | −110−0.3% | Reduced |
| Schmidt P J Investment Management Inc | 34,866 | $7.35M | 1.27% | −664−1.9% | Reduced |
| Financial Advisory Service, Inc. | 34,863 | $7.35M | 0.58% | +1,614+4.9% | Added |
| Mission Creek Capital Partners, Inc. | 34,862 | $7.35M | 1.71% | +156+0.4% | Added |
| Financial Strategies Group, Inc. | 33,171 | $7.35M | 1.72% | +175+0.5% | Added |
| Leuthold Group, LLC | 34,838 | $7.35M | 0.82% | +4,679+15.5% | Added |
| Harbor Advisory Corp | 34,762 | $7.33M | 2.39% | −204−0.6% | Reduced |
| PFG Advisors | 34,671 | $7.31M | 0.46% | −2,823−7.5% | Reduced |
| Marcum Wealth, LLC | 34,557 | $7.29M | 0.68% | −54−0.2% | Reduced |
| Ameritas Advisory Services, LLC | 34,401 | $7.25M | 0.31% | −12,875−27.2% | Reduced |
| Moody National Bank Trust Division | 34,370 | $7.25M | 0.78% | +33+0.1% | Added |
| Baugh & Associates, LLC | 35,402 | $7.24M | 3.73% | +515+1.5% | Added |
| Horan Capital Advisors, LLC. | 34,345 | $7.24M | 2.41% | −563−1.6% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 34,345 | $7.24M | 0.33% | +4,235+14.1% | Added |
| Maxwell Wealth Strategies Inc. | 32,622 | $7.23M | 3.07% | +5,852+21.9% | Added |
| Cottage Street Advisors LLC | 34,249 | $7.22M | 3.93% | −518−1.5% | Reduced |
| Exchange Capital Management, Inc. | 34,170 | $7.21M | 1.15% | −1,968−5.4% | Reduced |
| Focus Financial Network, Inc. | 34,143 | $7.20M | 0.29% | −64−0.2% | Reduced |
| Danica Pension, Livsforsikringsaktieselskab | 34,131 | $7.20M | 0.14% | +34,131 | New |
| Golden State Equity Partners | 34,095 | $7.19M | 1.12% | +1,979+6.2% | Added |
| Alexander Labrunerie & Co., Inc. | 34,038 | $7.18M | 3.29% | +305+0.9% | Added |
| Bill Few Associates, Inc. | 33,990 | $7.17M | 2.54% | +25+0.1% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 33,978 | $7.16M | 0.38% | −142−0.4% | Reduced |
| Bell & Brown Wealth Advisors, LLC | 33,950 | $7.16M | 2.80% | +78+0.2% | Added |
| Capital Insight Partners, LLC | 33,936 | $7.16M | 1.25% | −37−0.1% | Reduced |
| Heritage Wealth Management, Inc. | 33,911 | $7.15M | 2.34% | −184−0.5% | Reduced |
| Harbour Investments, Inc. | 33,907 | $7.15M | 0.22% | −9,269−21.5% | Reduced |
| Csenge Advisory Group | 32,109 | $7.14M | 0.37% | −1,782−5.3% | Reduced |
| WCG Wealth Advisors LLC | 33,763 | $7.12M | 0.48% | +218+0.6% | Added |
| NTV Asset Management LLC | 33,611 | $7.09M | 0.95% | +40+0.1% | Added |
| Palmer Knight Co | 33,609 | $7.09M | 3.11% | −525−1.5% | Reduced |
| Stonebrook Private Inc. | 33,527 | $7.07M | 1.87% | −214−0.6% | Reduced |
| Inscription Capital, LLC | 33,527 | $7.07M | 1.05% | +764+2.3% | Added |
| Manhattan West Asset Management, LLC | 33,512 | $7.07M | 1.83% | +560+1.7% | Added |
| Strategic Blueprint, LLC | 33,489 | $7.06M | 0.44% | −1,441−4.1% | Reduced |
| Brick & Kyle, Associates | 33,900 | $7.05M | 3.02% | −2,875−7.8% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 33,427 | $7.05M | 0.62% | +1,381+4.3% | Added |
| MSA Advisors, LLC | 33,400 | $7.04M | 1.82% | −500−1.5% | Reduced |
| Globeflex Capital L P | 33,400 | $7.04M | 0.67% | 00.0% | Unchanged |
| Trust Asset Management LLC | 33,330 | $7.03M | 0.56% | −771−2.3% | Reduced |
| BBR Partners, LLC | 33,243 | $7.01M | 0.53% | −301−0.9% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 33,242 | $7.01M | 2.56% | −81−0.2% | Reduced |
| Little House Capital LLC | 33,178 | $7.00M | 2.01% | −5,450−14.1% | Reduced |
| Insigneo Advisory Services, LLC | 33,166 | $6.99M | 0.71% | −2,119−6.0% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 33,101 | $6.98M | 1.46% | −268−0.8% | Reduced |
| Diversify Advisory Services, LLC | 31,134 | $6.98M | 0.38% | −15,066−32.6% | Reduced |
| Kentucky Farm Bureau Mutual Insurance Co | 33,000 | $6.96M | 1.50% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 32,978 | $6.95M | 1.51% | +32,978 | New |