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 |
|---|---|---|---|---|---|
| Accurate Wealth Management, LLC | 31,214 | $6.94M | 1.39% | +2,893+10.2% | Added |
| Udine Wealth Management, Inc. | 32,884 | $6.93M | 4.89% | +208+0.6% | Added |
| Nikulski Financial, Inc. | 32,740 | $6.90M | 2.07% | +162+0.5% | Added |
| Patten Group, Inc. | 32,718 | $6.90M | 1.53% | −828−2.5% | Reduced |
| Ami Investment Management Inc | 32,692 | $6.89M | 2.33% | −1,786−5.2% | Reduced |
| SageView Advisory Group, LLC | 32,679 | $6.89M | 0.35% | −9,884−23.2% | Reduced |
| Pegasus Asset Management, Inc. | 32,637 | $6.88M | 2.63% | −757−2.3% | Reduced |
| Clarity Wealth Advisors, LLC | 32,633 | $6.88M | 2.00% | +928+2.9% | Added |
| Resonant Capital Advisors, LLC | 32,594 | $6.87M | 0.51% | +246+0.8% | Added |
| Icon Wealth Advisors, LLC | 32,571 | $6.87M | 0.57% | +2,242+7.4% | Added |
| Shelter Mutual Insurance Co | 29,000 | $6.86M | 1.64% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 32,500 | $6.85M | 3.10% | −2,042−5.9% | Reduced |
| SGL Investment Advisors, Inc. | 28,332 | $6.85M | 3.52% | +28,332 | New |
| Chapin Davis, Inc. | 32,441 | $6.84M | 2.22% | +151+0.5% | Added |
| StoneX Group Inc. | 32,432 | $6.84M | 0.50% | −861−2.6% | Reduced |
| Ransom Advisory, Ltd | 32,417 | $6.84M | 3.19% | −725−2.2% | Reduced |
| E&G Advisors, LP | 32,438 | $6.83M | 1.89% | +100+0.3% | Added |
| Overbrook Management Corp | 32,352 | $6.82M | 1.57% | −21,505−39.9% | Reduced |
| Creegan & Nassoura Financial Group, LLC | 32,344 | $6.82M | 4.30% | −100−0.3% | Reduced |
| Ahl Investment Management, Inc. | 32,298 | $6.81M | 4.70% | −90−0.3% | Reduced |
| West Branch Capital LLC | 32,286 | $6.81M | 2.35% | +383+1.2% | Added |
| Soltis Investment Advisors LLC | 32,266 | $6.80M | 0.66% | −6,776−17.4% | Reduced |
| AlTi Global, Inc. | 32,196 | $6.79M | 0.16% | −7,800−19.5% | Reduced |
| Stone Point Wealth LLC | 32,189 | $6.79M | 2.19% | −992−3.0% | Reduced |
| Everpar Advisors LLC | 32,169 | $6.78M | 3.51% | −945−2.9% | Reduced |
| Washington Trust Advisors, Inc. | 32,158 | $6.78M | 0.58% | −83−0.3% | Reduced |
| Field & Main Bank | 32,149 | $6.78M | 2.42% | −120−0.4% | Reduced |
| Addison Capital Co | 32,125 | $6.77M | 2.73% | −288−0.9% | Reduced |
| WealthShield Partners, LLC | 32,124 | $6.77M | 0.92% | +1,909+6.3% | Added |
| Family Legacy, Inc. | 32,085 | $6.77M | 2.25% | −124−0.4% | Reduced |
| Castleark Management LLC | 32,085 | $6.77M | 0.28% | −40,280−55.7% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 31,974 | $6.74M | 0.31% | +6,337+24.7% | Added |
| Rockline Wealth Management, LLC | 31,963 | $6.74M | 1.90% | +772+2.5% | Added |
| Forte Capital LLC | 31,893 | $6.72M | 0.76% | −320−1.0% | Reduced |
| Concorde Financial Corp | 31,880 | $6.72M | 3.96% | +2,066+6.9% | Added |
| EverSource Wealth Advisors, LLC | 31,875 | $6.72M | 0.43% | +288+0.9% | Added |
| Ameritas Investment Partners, Inc. | 31,837 | $6.71M | 0.22% | −1,884−5.6% | Reduced |
| Summit Global Investments | 31,835 | $6.71M | 0.43% | +15,616+96.3% | Added |
| Ethic Inc. | 33,475 | $6.71M | 0.17% | −7,266−17.8% | Reduced |
| Sentinel Trust Co Lba | 31,692 | $6.68M | 0.76% | −3,300−9.4% | Reduced |
| RMR Wealth Builders | 31,675 | $6.68M | 0.71% | +40+0.1% | Added |
| Gunn & Co Investment Management, Inc. | 31,507 | $6.64M | 4.57% | −349,377−91.7% | Reduced |
| Kestra Investment Management, LLC | 31,458 | $6.63M | 0.28% | −3,719−10.6% | Reduced |
| Kovack Advisors, Inc. | 31,443 | $6.63M | 0.70% | −453−1.4% | Reduced |
| Herold Advisors, Inc. | 31,427 | $6.63M | 1.44% | −547−1.7% | Reduced |
| Parkside Financial Bank & Trust | 31,368 | $6.61M | 0.92% | +890+2.9% | Added |
| Brooks, Moore & Associates, Inc. | 31,345 | $6.61M | 3.90% | −55−0.2% | Reduced |
| Abbot Financial Management, Inc. | 31,232 | $6.59M | 3.31% | +298+1.0% | Added |
| Bedel Financial Consulting, Inc. | 31,075 | $6.55M | 0.92% | −243−0.8% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 31,057 | $6.55M | 0.40% | +31,057 | New |
| Concord Wealth Partners | 31,041 | $6.55M | 1.09% | +1,795+6.1% | Added |
| Trustmark National Bank Trust Department | 30,987 | $6.53M | 0.49% | +734+2.4% | Added |
| Ironvine Capital Partners, LLC | 30,971 | $6.53M | 0.70% | −10.0% | Reduced |
| R.m.sincerbeaux Capital Management LLC | 30,970 | $6.53M | 4.05% | 00.0% | Unchanged |
| First Business Financial Services, Inc. | 30,907 | $6.52M | 0.65% | +712+2.4% | Added |
| tru Independence LLC | 30,854 | $6.51M | 1.90% | −6,599−17.6% | Reduced |
| Cary Street Partners Asset Management LLC | 30,812 | $6.50M | 0.86% | −489−1.6% | Reduced |
| Wealth Effects LLC | 30,750 | $6.48M | 2.27% | −38−0.1% | Reduced |
| MidWestOne Financial Group, Inc. | 30,684 | $6.47M | 0.89% | −264−0.9% | Reduced |
| Simplicity Wealth,LLC | 30,683 | $6.47M | 0.60% | −84,384−73.3% | Reduced |
| William B. Walkup & Associates, Inc. | 30,662 | $6.47M | 4.00% | −141−0.5% | Reduced |
| Americana Partners, LLC | 30,595 | $6.45M | 0.44% | +268+0.9% | Added |
| CoreCap Advisors, LLC | 30,519 | $6.44M | 0.30% | +4,112+15.6% | Added |
| Sandhill Capital Partners LLC | 30,469 | $6.42M | 0.46% | +669+2.2% | Added |
| Lincoln Capital LLC | 30,456 | $6.42M | 1.36% | −1,002−3.2% | Reduced |
| MSH Capital Advisors LLC | 30,424 | $6.42M | 1.96% | +115+0.4% | Added |
| Generate Investment Management Ltd | 30,420 | $6.41M | 0.43% | −28,179−48.1% | Reduced |
| Hengehold Capital Management LLC | 30,385 | $6.41M | 0.61% | +487+1.6% | Added |
| Bank of New Hampshire | 30,379 | $6.41M | 1.61% | −294−1.0% | Reduced |
| Smartleaf Asset Management LLC | 30,410 | $6.40M | 0.78% | +8,654+39.8% | Added |
| Nilsine Partners, LLC | 30,260 | $6.38M | 0.83% | −1,503−4.7% | Reduced |
| Union Heritage Capital, LLC | 30,205 | $6.37M | 2.35% | 00.0% | Unchanged |
| Zevenbergen Capital Investments LLC | 30,168 | $6.36M | 0.13% | +225+0.8% | Added |
| RDA Financial Network | 30,087 | $6.34M | 1.97% | −603−2.0% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 30,079 | $6.34M | 0.85% | +2,830+10.4% | Added |
| Gryphon Financial Partners LLC | 30,069 | $6.34M | 0.86% | +1,597+5.6% | Added |
| HCR Wealth Advisors | 30,068 | $6.34M | 0.83% | +587+2.0% | Added |
| Lake Street Advisors Group, LLC | 30,018 | $6.33M | 0.29% | +236+0.8% | Added |
| Exencial Wealth Advisors, LLC | 30,002 | $6.33M | 0.23% | +1,022+3.5% | Added |
| Allen Holding Inc | 30,000 | $6.33M | 0.68% | 00.0% | Unchanged |
| Redwood Investments, LLC | 29,905 | $6.31M | 1.88% | −654−2.1% | Reduced |
| Argent Advisors, Inc. | 29,898 | $6.30M | 2.34% | −103−0.3% | Reduced |
| Syon Capital LLC | 29,847 | $6.29M | 0.56% | −188−0.6% | Reduced |
| Hamilton Point Investment Advisors, LLC | 29,841 | $6.29M | 1.14% | −381−1.3% | Reduced |
| Scissortail Wealth Management, LLC | 397 | $6.28M | 1.52% | −29,065−98.7% | Reduced |
| Formidable Asset Management, LLC | 29,737 | $6.27M | 1.00% | −684−2.2% | Reduced |
| Buckhead Capital Management LLC | 29,700 | $6.26M | 1.98% | −111−0.4% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 29,700 | $6.26M | 1.85% | 00.0% | Unchanged |
| LVW Advisors, LLC | 29,665 | $6.26M | 0.80% | −1,016−3.3% | Reduced |
| CFM Wealth Partners LLC | 29,661 | $6.25M | 1.09% | +862+3.0% | Added |
| Romano Brothers and Company | 29,633 | $6.25M | 0.78% | +421+1.4% | Added |
| AdvisorNet Financial, Inc | 29,619 | $6.25M | 0.47% | +1,890+6.8% | Added |
| QV Investors Inc. | 29,600 | $6.24M | 0.55% | +170+0.6% | Added |
| Cigna Investments Inc | 29,561 | $6.23M | 1.11% | −375−1.3% | Reduced |
| Argyle Capital Management Inc. | 29,556 | $6.23M | 2.48% | −846−2.8% | Reduced |
| Amarillo National Bank | 29,483 | $6.22M | 1.14% | +69+0.2% | Added |
| Atlantic Trust, LLC | 29,462 | $6.21M | 1.49% | +303+1.0% | Added |
| Berry Wealth Group, LP | 29,453 | $6.21M | 4.45% | +216+0.7% | Added |
| Compton Wealth Advisory Group, LLC | 29,446 | $6.21M | 1.57% | +582+2.0% | Added |
| Strategic Planning Group, LLC | 29,431 | $6.21M | 1.22% | +1,323+4.7% | Added |