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 |
|---|---|---|---|---|---|
| Patient Capital Management, LLC | 29,386 | $6.20M | 0.30% | −126,593−81.2% | Reduced |
| WealthPlan Investment Management, LLC | 29,321 | $6.18M | 0.63% | +4,393+17.6% | Added |
| 9258 Wealth Management, LLC | 29,310 | $6.18M | 0.91% | −930−3.1% | Reduced |
| Enterprise Bank & Trust Co | 29,270 | $6.17M | 1.99% | +122+0.4% | Added |
| Catalytic Wealth RIA, LLC | 29,209 | $6.16M | 1.08% | +8,856+43.5% | Added |
| Covenant Asset Management, LLC | 29,185 | $6.15M | 1.36% | −393−1.3% | Reduced |
| Fairhaven Wealth Management, LLC | 29,179 | $6.15M | 1.88% | −16−0.1% | Reduced |
| Invera Wealth Advisors, LLC | 25,920 | $6.14M | 6.10% | −1,077−4.0% | Reduced |
| Lauterbach Financial Advisors, LLC | 29,058 | $6.13M | 3.73% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 28,974 | $6.11M | 0.65% | +286+1.0% | Added |
| Stoneridge Investment Partners LLC | 28,965 | $6.11M | 2.27% | +7,819+37.0% | Added |
| BFSG, LLC | 28,943 | $6.10M | 0.71% | −496−1.7% | Reduced |
| MTM Investment Management, LLC | 28,897 | $6.10M | 2.38% | −10.0% | Reduced |
| Essex Savings Bank | 28,884 | $6.09M | 1.52% | +2,868+11.0% | Added |
| Atlas Wealth LLC | 28,879 | $6.09M | 2.63% | −171−0.6% | Reduced |
| Montecito Bank & Trust | 28,756 | $6.06M | 1.03% | +2,102+7.9% | Added |
| Strategic Financial Services, Inc, | 28,740 | $6.06M | 0.36% | +250+0.9% | Added |
| Osprey Private Wealth LLC | 28,725 | $6.06M | 4.24% | +28,725 | New |
| RFG Advisory, LLC | 28,722 | $6.06M | 0.18% | −2,899−9.2% | Reduced |
| Peddock Capital Advisors, LLC | 28,708 | $6.05M | 1.46% | +168+0.6% | Added |
| Evergreen Private Wealth LLC | 28,702 | $6.05M | 2.81% | +272+1.0% | Added |
| DCM Advisors, LLC | 28,663 | $6.04M | 3.04% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 28,639 | $6.04M | 0.21% | +6,397+28.8% | Added |
| TRUE Private Wealth Advisors | 28,616 | $6.03M | 0.72% | −1,158−3.9% | Reduced |
| Oddo BHF Asset Management SAS | 28,603 | $6.03M | 0.30% | +28,603 | New |
| Rehmann Capital Advisory Group | 28,562 | $6.03M | 0.39% | −1,045−3.5% | Reduced |
| Crystal Rock Capital Management | 28,543 | $6.02M | 3.55% | +1,250+4.6% | Added |
| Mattern Wealth Management LLC | 28,455 | $6.00M | 1.32% | +587+2.1% | Added |
| Monarch Capital Management Inc | 28,392 | $5.99M | 1.61% | +421+1.5% | Added |
| IFG Advisory, LLC | 28,340 | $5.98M | 0.38% | −5,787−17.0% | Reduced |
| Citizens Business Bank | 28,333 | $5.97M | 1.21% | −664−2.3% | Reduced |
| Act Two Investors LLC | 28,332 | $5.97M | 1.13% | 00.0% | Unchanged |
| LJI Wealth Management, LLC | 28,325 | $5.97M | 1.22% | +507+1.8% | Added |
| Red Cedar Investment Management, LLC | 28,289 | $5.97M | 0.76% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 28,179 | $5.94M | 0.26% | −3,105−9.9% | Reduced |
| SeaCrest Wealth Management, LLC | 28,171 | $5.94M | 0.64% | +970+3.6% | Added |
| Delta Capital Management LLC | 28,135 | $5.93M | 3.42% | 00.0% | Unchanged |
| Platform Technology Partners | 28,116 | $5.93M | 1.86% | −441−1.5% | Reduced |
| Martin Capital Partners, LLC | 28,094 | $5.92M | 2.93% | −8,927−24.1% | Reduced |
| Great Lakes Retirement, Inc. | 27,978 | $5.90M | 0.76% | +192+0.7% | Added |
| Marino, Stram & Associates LLC | 27,977 | $5.90M | 1.32% | +63+0.2% | Added |
| Codex Capital Asset Management L.L.C. | 28,000 | $5.88M | 2.61% | +2,000+7.7% | Added |
| Grove Bank & Trust | 27,842 | $5.87M | 0.87% | +435+1.6% | Added |
| J. W. Coons Advisors, LLC | 27,825 | $5.87M | 1.46% | −70−0.3% | Reduced |
| Triangle Securities Wealth Management | 27,785 | $5.86M | 1.51% | −458−1.6% | Reduced |
| High Note Wealth, LLC | 27,757 | $5.85M | 1.67% | +209+0.8% | Added |
| Sunbelt Securities, Inc. | 27,755 | $5.85M | 0.57% | −1,066−3.7% | Reduced |
| Consolidated Investment Group LLC | 27,692 | $5.84M | 0.87% | 00.0% | Unchanged |
| Montchanin Asset Management, LLC | 27,667 | $5.83M | 5.38% | +695+2.6% | Added |
| First PREMIER Bank | 27,661 | $5.83M | 1.45% | +962+3.6% | Added |
| Hayek Kallen Investment Management | 27,609 | $5.82M | 2.06% | −15−0.1% | Reduced |
| GM Advisory Group, Inc. | 27,604 | $5.82M | 0.35% | +475+1.8% | Added |
| Alta Capital Management LLC | 27,580 | $5.82M | 0.35% | +60.0% | Added |
| Indiana Trust & Investment Management CO | 27,548 | $5.81M | 1.98% | +545+2.0% | Added |
| Green Square Capital Advisors LLC | 27,591 | $5.81M | 0.82% | 00.0% | Unchanged |
| B.O.S.S. Retirement Advisors, LLC | 27,540 | $5.81M | 1.17% | −14,285−34.2% | Reduced |
| Smithfield Trust Co | 27,544 | $5.80M | 0.28% | −14−0.1% | Reduced |
| Investors Asset Management of Georgia Inc | 27,501 | $5.80M | 2.73% | −24−0.1% | Reduced |
| Holderness Investments Co | 27,492 | $5.80M | 1.27% | +810+3.0% | Added |
| Hamel Associates, Inc. | 27,377 | $5.77M | 1.76% | −150−0.5% | Reduced |
| Northern Oak Wealth Management Inc | 27,372 | $5.77M | 0.67% | −1,945−6.6% | Reduced |
| Stamos Capital Partners, L.P. | 27,350 | $5.77M | 1.36% | −3,390−11.0% | Reduced |
| WealthPLAN Partners, LLC | 27,321 | $5.76M | 0.77% | −3,922−12.6% | Reduced |
| Klingman & Associates, LLC | 27,257 | $5.75M | 0.36% | +2,725+11.1% | Added |
| Old Port Advisors | 27,242 | $5.74M | 1.60% | −412−1.5% | Reduced |
| Alberta Investment Management Corp | 27,200 | $5.74M | 0.05% | +12,800+88.9% | Added |
| Mill Creek Capital Advisors, LLC | 27,121 | $5.72M | 0.14% | −1,935−6.7% | Reduced |
| Concord Asset Management, LLC | 27,079 | $5.71M | 1.29% | +2,518+10.3% | Added |
| Andrew Hill Investment Advisors, Inc. | 27,073 | $5.71M | 4.28% | +309+1.2% | Added |
| Modern Wealth Management, LLC | 26,999 | $5.69M | 0.35% | +1,197+4.6% | Added |
| Richard Bernstein Advisors LLC | 26,995 | $5.69M | 0.12% | −1,809−6.3% | Reduced |
| M Holdings Securities, Inc. | 26,861 | $5.66M | 1.42% | −55,697−67.5% | Reduced |
| Uncommon Cents Investing LLC | 26,830 | $5.66M | 1.59% | +90+0.3% | Added |
| Athena Investment Management | 26,812 | $5.65M | 3.22% | −500−1.8% | Reduced |
| Evoke Wealth, LLC | 26,786 | $5.65M | 0.15% | +26,786 | New |
| EPG Wealth Management LLC | 26,762 | $5.64M | 1.42% | +26,762 | Added |
| SkyOak Wealth, LLC | 26,699 | $5.63M | 1.25% | −351−1.3% | Reduced |
| Scott & Selber, Inc. | 26,673 | $5.62M | 1.75% | −102−0.4% | Reduced |
| Brandywine Oak Private Wealth LLC | 26,630 | $5.62M | 0.54% | +120+0.5% | Added |
| Ironwood Investment Counsel, LLC | 26,592 | $5.61M | 0.93% | −405−1.5% | Reduced |
| Koshinski Asset Management, Inc. | 26,563 | $5.60M | 0.48% | −141−0.5% | Reduced |
| Modus Advisors, LLC | 26,468 | $5.58M | 1.83% | +59+0.2% | Added |
| Headinvest, LLC | 26,464 | $5.58M | 1.03% | −341−1.3% | Reduced |
| Arete Wealth Advisors, LLC | 26,544 | $5.58M | 0.48% | +26,544 | New |
| McKinley Carter Wealth Services, Inc. | 26,448 | $5.58M | 0.34% | +2,129+8.8% | Added |
| Parisi Gray Wealth Management | 26,315 | $5.55M | 1.83% | −54−0.2% | Reduced |
| Connable Office Inc | 26,302 | $5.55M | 0.56% | −199−0.8% | Reduced |
| Butensky & Cohen Financial Security, Inc | 26,233 | $5.53M | 1.64% | −756−2.8% | Reduced |
| Am Investment Strategies LLC | 26,188 | $5.52M | 1.34% | +20+0.1% | Added |
| Affinity Investment Advisors, LLC | 26,132 | $5.51M | 3.78% | −842−3.1% | Reduced |
| HWG Holdings LP | 26,116 | $5.51M | 1.89% | +7,310+38.9% | Added |
| Clarius Group, LLC | 26,153 | $5.51M | 0.39% | −315−1.2% | Reduced |
| Proequities, Inc. | 26,059 | $5.49M | 0.33% | −1,655−6.0% | Reduced |
| Virginia Wealth Management Group, Inc. | 26,051 | $5.49M | 3.44% | +4,049+18.4% | Added |
| Trust Point Inc. | 26,017 | $5.49M | 0.41% | +196+0.8% | Added |
| Granite Bay Wealth Management, LLC | 25,930 | $5.47M | 3.07% | +2,501+10.7% | Added |
| Hudson Capital Management LLC | 25,874 | $5.46M | 1.74% | −804−3.0% | Reduced |
| Hallmark Capital Management Inc | 25,863 | $5.45M | 0.40% | −1,938−7.0% | Reduced |
| Midwest Professional Planners, LTD. | 25,783 | $5.44M | 1.66% | +549+2.2% | Added |
| Monetary Management Group Inc | 25,779 | $5.44M | 1.40% | −875−3.3% | Reduced |