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 |
|---|---|---|---|---|---|
| Change Path, LLC | 22,897 | $4.83M | 0.16% | +6,902+43.2% | Added |
| Sheets Smith Wealth Management | 22,851 | $4.82M | 0.59% | −272−1.2% | Reduced |
| Wakefield Asset Management LLLP | 22,847 | $4.82M | 1.57% | −149−0.6% | Reduced |
| NCM Capital Management, LLC | 22,774 | $4.80M | 2.30% | −50.0% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 22,727 | $4.79M | 0.14% | +2,675+13.3% | Added |
| Stevens Capital Management LP | 22,724 | $4.79M | 0.68% | −37,395−62.2% | Reduced |
| Providence Wealth Advisors, LLC | 21,429 | $4.79M | 3.54% | +50+0.2% | Added |
| Delta Financial Group, Inc. | 22,720 | $4.79M | 1.78% | +203+0.9% | Added |
| Adirondack Trust Co | 22,714 | $4.79M | 1.84% | +12+0.1% | Added |
| Pacifica Partners Inc. | 22,706 | $4.79M | 1.98% | −330−1.4% | Reduced |
| Trustco Bank Corp N Y | 22,680 | $4.78M | 4.80% | −187−0.8% | Reduced |
| Perkins Coie Trust Co | 22,652 | $4.78M | 1.06% | +222+1.0% | Added |
| Capital Investment Advisory Services, LLC | 22,650 | $4.78M | 0.45% | −213−0.9% | Reduced |
| Pinkerton Retirement Specialists, LLC | 22,619 | $4.77M | 0.69% | +115+0.5% | Added |
| Hudock, Inc. | 22,597 | $4.76M | 0.82% | −116−0.5% | Reduced |
| Richard P Slaughter Associates Inc | 22,589 | $4.76M | 1.11% | −407−1.8% | Reduced |
| Grandfield & Dodd, LLC | 22,457 | $4.74M | 0.28% | −500−2.2% | Reduced |
| Kensington Investment Counsel, LLC | 22,426 | $4.73M | 1.98% | +291+1.3% | Added |
| Twinbeech Capital LP | 22,422 | $4.73M | 0.09% | −19,701−46.8% | Reduced |
| Altrius Capital Management Inc | 22,396 | $4.72M | 1.18% | +113+0.5% | Added |
| Nichols & Pratt Advisers LLP | 22,393 | $4.72M | 0.31% | +31+0.1% | Added |
| Curbstone Financial Management Corp | 22,300 | $4.70M | 1.01% | −200−0.9% | Reduced |
| Gables Capital Management Inc. | 22,299 | $4.70M | 2.37% | −490−2.2% | Reduced |
| Triasima Portfolio Management inc. | 22,288 | $4.70M | 1.06% | +1,511+7.3% | Added |
| Alps Advisors Inc | 22,279 | $4.70M | 0.03% | −151,996−87.2% | Reduced |
| Cohen Investment Advisors LLC | 22,196 | $4.68M | 2.86% | +646+3.0% | Added |
| Platte River Wealth Advisors, LLC | 22,192 | $4.68M | 1.26% | +889+4.2% | Added |
| Intrepid Financial Planning Group LLC | 22,170 | $4.67M | 2.00% | −131−0.6% | Reduced |
| Norway Savings Bank | 22,109 | $4.66M | 2.53% | −167−0.7% | Reduced |
| Signal Advisors Wealth, LLC | 22,106 | $4.66M | 0.67% | +20,083+992.7% | Added |
| Founders Financial Alliance, LLC | 22,104 | $4.66M | 1.30% | −909−3.9% | Reduced |
| Keystone Financial Group | 22,073 | $4.65M | 0.60% | −65−0.3% | Reduced |
| Kampmann Melissa S. | 22,051 | $4.65M | 3.29% | 00.0% | Unchanged |
| Beaton Management Co. Inc. | 22,017 | $4.64M | 2.35% | 00.0% | Unchanged |
| Eagle Capital Management, LLC | 21,936 | $4.63M | 1.93% | +69+0.3% | Added |
| Carnegie Lake Advisors LLC | 21,909 | $4.62M | 1.83% | +21,909 | New |
| Coppell Advisory Solutions LLC | 21,886 | $4.61M | 0.69% | +762+3.6% | Added |
| Sugarloaf Wealth Management, LLC | 21,844 | $4.61M | 0.87% | +170+0.8% | Added |
| Baader Bank INC | 22,036 | $4.60M | 0.39% | −18,252−45.3% | Reduced |
| Spirit of America Management Corp | 21,792 | $4.60M | 0.92% | +600+2.8% | Added |
| Signature Estate & Investment Advisors LLC | 21,767 | $4.59M | 0.11% | −154−0.7% | Reduced |
| E Fund Management Co., Ltd. | 21,761 | $4.59M | 0.24% | +3,892+21.8% | Added |
| Fairfield, Bush & Co. | 21,726 | $4.58M | 2.72% | −2,250−9.4% | Reduced |
| Landscape Capital Management, L.L.C. | 21,717 | $4.58M | 0.47% | +2,442+12.7% | Added |
| Massachusetts Wealth Management | 21,694 | $4.57M | 2.88% | −240−1.1% | Reduced |
| Liberty One Investment Management, LLC | 21,667 | $4.57M | 0.47% | +942+4.5% | Added |
| X-Square Capital, LLC | 21,661 | $4.57M | 2.01% | +569+2.7% | Added |
| River Street Advisors LLC | 21,655 | $4.57M | 2.48% | +288+1.3% | Added |
| Marathon Capital Management | 21,629 | $4.56M | 1.11% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 21,600 | $4.55M | 0.12% | +3,600+20.0% | Added |
| Second Line Capital, LLC | 21,596 | $4.55M | 1.24% | +191+0.9% | Added |
| Lodestone Wealth Management LLC | 21,563 | $4.55M | 2.30% | −249−1.1% | Reduced |
| San Luis Wealth Advisors LLC | 21,553 | $4.54M | 0.94% | +496+2.4% | Added |
| Ameliora Wealth Management Ltd. | 21,550 | $4.54M | 1.89% | −131−0.6% | Reduced |
| Financial Advisory Partners, LLC | 21,517 | $4.54M | 1.51% | +506+2.4% | Added |
| Pine Ridge Advisers LLC | 21,500 | $4.53M | 0.45% | 00.0% | Unchanged |
| Marietta Investment Partners LLC | 21,425 | $4.52M | 0.96% | +9,442+78.8% | Added |
| Regatta Capital Group, LLC | 21,414 | $4.52M | 0.88% | +1,096+5.4% | Added |
| West Oak Capital, LLC | 21,387 | $4.51M | 0.84% | −225−1.0% | Reduced |
| Cornerstone Wealth Management, LLC | 21,372 | $4.51M | 0.32% | −500−2.3% | Reduced |
| Abacus Planning Group, Inc. | 21,349 | $4.50M | 0.80% | +789+3.8% | Added |
| Bank Ozk | 21,335 | $4.50M | 1.86% | −322−1.5% | Reduced |
| Pinnacle Bancorp, Inc. | 21,241 | $4.48M | 1.20% | +5,200+32.4% | Added |
| Sweeney & Michel, LLC | 19,810 | $4.46M | 1.76% | −1,352−6.4% | Reduced |
| Alpha DNA Investment Management LLC | 21,147 | $4.46M | 2.44% | +8,434+66.3% | Added |
| Amica Mutual Insurance Co | 21,121 | $4.45M | 0.43% | −8,458−28.6% | Reduced |
| Gilder Gagnon Howe & Co LLC | 21,097 | $4.45M | 0.05% | −37−0.2% | Reduced |
| SOA Wealth Advisors, LLC. | 21,082 | $4.45M | 0.85% | +311+1.5% | Added |
| VeraBank, N.A. | 21,071 | $4.44M | 1.30% | −273−1.3% | Reduced |
| Horizon Investments, LLC | 21,194 | $4.44M | 0.12% | −696−3.2% | Reduced |
| StrongBox Wealth, LLC | 21,037 | $4.44M | 1.90% | +874+4.3% | Added |
| Advisor Resource Council | 21,000 | $4.43M | 2.01% | +21,000 | New |
| Symphony Financial, Ltd. Co. | 21,091 | $4.43M | 0.73% | +1,262+6.4% | Added |
| Knott David M Jr | 20,985 | $4.42M | 1.76% | 00.0% | Unchanged |
| Bank Hapoalim BM | 20,942 | $4.42M | 0.67% | −1,662−7.4% | Reduced |
| Archford Capital Strategies, LLC | 19,933 | $4.41M | 0.66% | −622−3.0% | Reduced |
| Monticello Wealth Management, LLC | 20,881 | $4.40M | 0.38% | −4,274−17.0% | Reduced |
| Family Management Corp | 20,861 | $4.40M | 0.73% | +944+4.7% | Added |
| Royal Capital Wealth Management, LLC | 20,818 | $4.39M | 3.10% | −49−0.2% | Reduced |
| Accredited Investors Inc. | 20,801 | $4.39M | 0.25% | +6,627+46.8% | Added |
| Altfest L J & Co Inc | 20,796 | $4.38M | 0.58% | −200−1.0% | Reduced |
| Convergence Investment Partners, LLC | 20,775 | $4.38M | 1.18% | −777−3.6% | Reduced |
| Coastline Trust Co | 20,774 | $4.38M | 0.51% | −5,395−20.6% | Reduced |
| DeDora Capital, Inc. | 20,740 | $4.37M | 1.22% | −64−0.3% | Reduced |
| Norden Group LLC | 20,718 | $4.37M | 0.52% | +3,962+23.6% | Added |
| Wrapmanager Inc | 20,698 | $4.36M | 1.13% | +1,010+5.1% | Added |
| Marks Group Wealth Management, Inc | 20,624 | $4.35M | 0.42% | −214−1.0% | Reduced |
| CX Institutional | 20,612 | $4.35M | 0.19% | −1,397−6.3% | Reduced |
| River & Mercantile Asset Management LLP | 20,600 | $4.34M | 0.93% | +740+3.7% | Added |
| Laurion Capital Management LP | 20,579 | $4.34M | 0.28% | −7,373−26.4% | Reduced |
| Northcape Wealth Management, LLC | 20,574 | $4.34M | 1.42% | −291−1.4% | Reduced |
| Resurgent Financial Advisors LLC | 20,535 | $4.33M | 2.53% | +210+1.0% | Added |
| L2 Asset Management, LLC | 20,497 | $4.32M | 1.17% | −613−2.9% | Reduced |
| Sanders Morris Harris LLC | 20,494 | $4.32M | 0.72% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 20,474 | $4.32M | 0.69% | −751−3.5% | Reduced |
| Octavia Wealth Advisors, LLC | 20,468 | $4.32M | 0.53% | −4,103−16.7% | Reduced |
| Beaumont Financial Advisors, LLC | 20,442 | $4.31M | 0.34% | +15+0.1% | Added |
| Jmac Enterprises LLC | 20,416 | $4.30M | 0.69% | +254+1.3% | Added |
| BCGM Wealth Management, LLC | 20,415 | $4.30M | 1.40% | +307+1.5% | Added |
| Brown, Lisle/Cummings, Inc. | 20,414 | $4.30M | 1.31% | −154−0.7% | Reduced |