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 |
|---|---|---|---|---|---|
| Ables, Iannone, Moore & Associates, Inc. | 25,778 | $5.44M | 3.51% | +67+0.3% | Added |
| Mystic Asset Management, Inc. | 25,745 | $5.43M | 2.05% | −323−1.2% | Reduced |
| Moloney Securities Asset Management, LLC | 25,745 | $5.43M | 0.73% | +326+1.3% | Added |
| Trinity Legacy Partners, LLC | 24,475 | $5.42M | 1.39% | −848−3.3% | Reduced |
| Liberty Capital Management, Inc. | 25,695 | $5.42M | 1.20% | −78−0.3% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 25,681 | $5.42M | 1.23% | −846−3.2% | Reduced |
| RB Capital Management, LLC | 25,669 | $5.41M | 1.28% | +292+1.2% | Added |
| Papp L Roy & Associates | 25,652 | $5.41M | 0.65% | −98−0.4% | Reduced |
| Malaga Cove Capital, LLC | 25,613 | $5.40M | 2.17% | −76−0.3% | Reduced |
| Vista Investment Management | 25,580 | $5.39M | 2.03% | −369−1.4% | Reduced |
| Investment Research & Advisory Group, Inc. | 25,441 | $5.36M | 2.28% | −345−1.3% | Reduced |
| Bowman & Co S.C. | 25,414 | $5.36M | 2.81% | +2,163+9.3% | Added |
| Avestar Capital, LLC | 25,421 | $5.36M | 0.58% | +1,265+5.2% | Added |
| Lincluden Management Ltd | 25,411 | $5.36M | 0.58% | +225+0.9% | Added |
| Signet Investment Advisory Group, Inc. | 25,395 | $5.35M | 2.68% | +190+0.8% | Added |
| Icon Advisers Inc | 25,387 | $5.35M | 1.12% | 00.0% | Unchanged |
| Morton Community Bank | 25,385 | $5.35M | 1.40% | −578−2.2% | Reduced |
| United Bank | 25,354 | $5.35M | 2.47% | +614+2.5% | Added |
| Gilliland Jeter Wealth Management LLC | 25,261 | $5.33M | 1.72% | −357−1.4% | Reduced |
| Aspiriant, LLC | 25,216 | $5.32M | 0.20% | +642+2.6% | Added |
| Newman Dignan & Sheerar, Inc. | 23,561 | $5.31M | 1.27% | −588−2.4% | Reduced |
| Arlington Financial Advisors, LLC | 25,159 | $5.31M | 1.09% | −518−2.0% | Reduced |
| Gradient Capital Advisors, LLC | 25,149 | $5.30M | 1.76% | −326−1.3% | Reduced |
| Legacy Advisors, LLC | 25,095 | $5.29M | 0.57% | +859+3.5% | Added |
| Midland Wealth Advisors LLC | 25,089 | $5.29M | 0.31% | −4,597−15.5% | Reduced |
| Graham Capital Management, L.P. | 25,089 | $5.29M | 0.17% | +25,089 | New |
| Mount Vernon Associates Inc | 25,067 | $5.29M | 4.19% | +210+0.8% | Added |
| Rollins Financial Advisors, LLC | 25,060 | $5.28M | 0.88% | +491+2.0% | Added |
| Eos Management, L.P. | 25,000 | $5.27M | 1.84% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 24,945 | $5.26M | 0.95% | −75−0.3% | Reduced |
| Rowland & Co Investment Counsel | 24,913 | $5.25M | 1.07% | +180+0.7% | Added |
| Charles Schwab Trust Co | 24,913 | $5.25M | 0.45% | +709+2.9% | Added |
| Atlas Brown,Inc. | 24,874 | $5.25M | 1.82% | +16+0.1% | Added |
| Dudley Capital Management, LLC | 24,861 | $5.24M | 2.74% | +64+0.3% | Added |
| Hoey Investments, Inc | 25,879 | $5.23M | 1.00% | 00.0% | Unchanged |
| Greenfield Savings Bank | 24,819 | $5.23M | 2.48% | −194−0.8% | Reduced |
| Citizens & Northern Corp | 24,809 | $5.23M | 1.57% | +1,845+8.0% | Added |
| Everhart Financial Group, Inc. | 24,794 | $5.23M | 1.16% | +2,383+10.6% | Added |
| S&CO Inc | 24,740 | $5.22M | 0.34% | −259−1.0% | Reduced |
| Larson Financial Group LLC | 24,697 | $5.21M | 0.30% | +2,649+12.0% | Added |
| Mathes Company, Inc. | 24,694 | $5.21M | 1.84% | −794−3.1% | Reduced |
| Buckingham Capital Management, Inc. | 24,575 | $5.18M | 0.59% | −1,017−4.0% | Reduced |
| Hunter Perkins Capital Management, LLC | 24,469 | $5.16M | 1.05% | −773−3.1% | Reduced |
| Rosenblum Silverman Sutton S F Inc | 24,420 | $5.15M | 1.32% | −88−0.4% | Reduced |
| SOL Capital Management CO | 24,413 | $5.15M | 0.57% | −315−1.3% | Reduced |
| Premier Path Wealth Partners, LLC | 24,383 | $5.14M | 0.81% | +162+0.7% | Added |
| Roanoke Asset Management Corp | 24,308 | $5.13M | 1.61% | −49−0.2% | Reduced |
| Winch Advisory Services, LLC | 24,301 | $5.12M | 1.42% | +120.0% | Added |
| Bank of Stockton | 24,291 | $5.12M | 1.54% | −476−1.9% | Reduced |
| Brookmont Capital Management | 24,251 | $5.11M | 2.63% | −3,834−13.7% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 24,211 | $5.11M | 0.01% | +2,336+10.7% | Added |
| Guardian Wealth Advisors, LLC | 24,191 | $5.10M | 0.55% | +90.0% | Added |
| Nwam LLC | 24,157 | $5.09M | 0.31% | +24,157 | New |
| Blue Edge Capital, LLC | 24,151 | $5.09M | 0.79% | +424+1.8% | Added |
| Harbor Advisors LLC | 24,148 | $5.09M | 0.85% | 00.0% | Unchanged |
| Wilkins Investment Counsel Inc | 24,127 | $5.09M | 0.70% | −305−1.2% | Reduced |
| Mechanics Financial Corp | 24,123 | $5.09M | 2.23% | +75+0.3% | Added |
| Lee Danner & Bass Inc | 24,087 | $5.08M | 0.36% | −275−1.1% | Reduced |
| Shoker Investment Counsel, Inc. | 24,064 | $5.07M | 1.71% | −359−1.5% | Reduced |
| Patrick M Sweeney & Associates, Inc | 24,060 | $5.07M | 3.73% | +59+0.2% | Added |
| Bretton Capital Management, LLC | 24,000 | $5.06M | 4.83% | +24,000 | New |
| Dynasty Wealth Management, LLC | 23,996 | $5.06M | 0.15% | +611+2.6% | Added |
| Connecticut Wealth Management, LLC | 23,945 | $5.05M | 0.24% | −1,470−5.8% | Reduced |
| Sterling Investment Advisors, Ltd. | 23,942 | $5.05M | 1.28% | −124−0.5% | Reduced |
| Laird Norton Trust Company, LLC | 23,890 | $5.04M | 0.66% | 00.0% | Unchanged |
| SeaBridge Investment Advisors LLC | 23,887 | $5.04M | 1.23% | −390−1.6% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 23,879 | $5.04M | 2.34% | +145+0.6% | Added |
| Umpqua Bank | 23,839 | $5.03M | 1.84% | −386−1.6% | Reduced |
| Howard Capital Management Inc. | 23,807 | $5.02M | 0.08% | +23,807 | New |
| Nicolet Bankshares Inc | 23,754 | $5.01M | 1.21% | −1,307−5.2% | Reduced |
| BNC Wealth Management, LLC | 23,682 | $4.99M | 1.84% | +511+2.2% | Added |
| BOK Financial Private Wealth, Inc. | 23,603 | $4.98M | 0.36% | −1,789−7.0% | Reduced |
| Doliver Advisors, LP | 23,562 | $4.97M | 1.36% | −209−0.9% | Reduced |
| Lineweaver Wealth Advisors, LLC | 23,549 | $4.97M | 0.95% | +858+3.8% | Added |
| Calamos Wealth Management LLC | 23,546 | $4.96M | 0.26% | −1,392−5.6% | Reduced |
| Symmetry Investments LP | 23,535 | $4.96M | 1.05% | −3,870−14.1% | Reduced |
| IMA Wealth, Inc. | 23,529 | $4.96M | 1.08% | +719+3.2% | Added |
| West Michigan Advisors, LLC | 23,523 | $4.96M | 1.50% | +289+1.2% | Added |
| Monetta Financial Services Inc | 23,500 | $4.96M | 4.22% | −1,500−6.0% | Reduced |
| Strategic Investment Advisors | 23,463 | $4.95M | 0.54% | +351+1.5% | Added |
| Long Run Wealth Advisors, LLC | 23,450 | $4.94M | 1.16% | −1,003−4.1% | Reduced |
| Legacy CG, LLC | 23,426 | $4.94M | 1.62% | −7,592−24.5% | Reduced |
| Sargent Investment Group, LLC | 23,408 | $4.94M | 0.89% | +2,322+11.0% | Added |
| Seascape Capital Management | 23,375 | $4.93M | 1.76% | −367−1.5% | Reduced |
| WD Rutherford LLC | 23,361 | $4.93M | 2.41% | −41−0.2% | Reduced |
| Mountain Pacific Investment Advisers Inc | 23,357 | $4.93M | 0.34% | −1,111−4.5% | Reduced |
| Studio Investment Management LLC | 23,341 | $4.92M | 1.03% | −677−2.8% | Reduced |
| Trifecta Capital Advisors, LLC | 23,338 | $4.92M | 1.03% | +137+0.6% | Added |
| Plante Moran Financial Advisors, LLC | 23,333 | $4.92M | 0.42% | +8,129+53.5% | Added |
| Blume Capital Management, Inc. | 23,327 | $4.92M | 1.11% | −235−1.0% | Reduced |
| Simon Quick Advisors, LLC | 23,318 | $4.92M | 0.31% | +3,264+16.3% | Added |
| Occidental Asset Management, LLC | 23,190 | $4.89M | 0.79% | +1,356+6.2% | Added |
| Burney Co | 23,186 | $4.89M | 0.17% | +4,019+21.0% | Added |
| O'Rourke & Company, Inc | 23,150 | $4.88M | 2.44% | +170+0.7% | Added |
| Central Valley Advisors, LLC | 23,102 | $4.87M | 2.75% | +151+0.7% | Added |
| Key Financial Inc | 23,034 | $4.86M | 1.07% | +33+0.1% | Added |
| Pavion Blue Capital, LLC | 23,033 | $4.86M | 2.26% | −37−0.2% | Reduced |
| Certified Advisory Corp | 23,012 | $4.85M | 0.54% | +234+1.0% | Added |
| Transatlantique Private Wealth LLC | 23,012 | $4.85M | 1.87% | +284+1.2% | Added |
| Advisors Management Group Inc | 22,978 | $4.84M | 1.14% | +100+0.4% | Added |