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 |
|---|---|---|---|---|---|
| Zullo Investment Group, Inc. | 20,405 | $4.30M | 1.79% | −99−0.5% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 20,378 | $4.30M | 1.65% | −302−1.5% | Reduced |
| Cassaday & Co Wealth Management LLC | 20,296 | $4.28M | 0.12% | +290+1.4% | Added |
| apricus wealth, LLC | 20,295 | $4.28M | 2.82% | −520−2.5% | Reduced |
| WMS Partners, LLC | 20,286 | $4.28M | 0.24% | +124+0.6% | Added |
| Mirabaud & Cie SA | 20,246 | $4.27M | 1.24% | −69−0.3% | Reduced |
| Acropolis Investment Management, LLC | 20,245 | $4.27M | 0.25% | +139+0.7% | Added |
| Wasatch Advisors Inc | 20,220 | $4.26M | 0.02% | −1,810−8.2% | Reduced |
| Manchester Capital Management LLC | 20,202 | $4.26M | 0.50% | −11−0.1% | Reduced |
| Slagle Financial, LLC | 20,191 | $4.26M | 1.89% | +1,699+9.2% | Added |
| Edgewood Management LLC | 20,158 | $4.25M | 0.01% | −1,306−6.1% | Reduced |
| Peachtree Investment Partners, LLC | 20,137 | $4.25M | 1.60% | −343−1.7% | Reduced |
| Financial Advocates Investment Management | 20,133 | $4.25M | 0.24% | −355−1.7% | Reduced |
| Continuum Advisory, LLC | 17,531 | $4.24M | 0.54% | +293+1.7% | Added |
| Nicholas Investment Partners, LP | 19,967 | $4.21M | 0.39% | 00.0% | Unchanged |
| Weiss Asset Management LP | 19,965 | $4.21M | 0.11% | +19,965 | New |
| Naviter Wealth, LLC | 19,908 | $4.20M | 0.58% | −1,212−5.7% | Reduced |
| Finer Wealth Management, Inc. | 19,904 | $4.20M | 2.59% | −312−1.5% | Reduced |
| Private Advisory Group LLC | 19,870 | $4.19M | 0.53% | +18,055+994.8% | Added |
| Argus Investors' Counsel, Inc. | 19,866 | $4.19M | 2.73% | −2,373−10.7% | Reduced |
| Quadcap Wealth Management, LLC | 19,834 | $4.18M | 0.65% | +116+0.6% | Added |
| Relyea Zuckerberg Hanson LLC | 19,817 | $4.18M | 0.64% | −278−1.4% | Reduced |
| Bulltick Wealth Management, LLC | 19,810 | $4.18M | 1.04% | +19,810 | New |
| Violich Capital Management, Inc. | 19,795 | $4.17M | 0.54% | +100+0.5% | Added |
| Intellectus Partners, LLC | 19,767 | $4.17M | 1.07% | +500+2.6% | Added |
| LRI Investments, LLC | 40,114 | $4.17M | 0.40% | +26,529+195.3% | Added |
| Sculati Wealth Management, LLC | 19,745 | $4.16M | 1.66% | −279−1.4% | Reduced |
| Poehling Capital Management, LLC | 19,740 | $4.16M | 1.06% | −365−1.8% | Reduced |
| Pure Financial Advisors, Inc. | 19,718 | $4.16M | 0.10% | −1,400−6.6% | Reduced |
| Avidian Wealth Solutions, LLC | 19,691 | $4.15M | 0.19% | −33−0.2% | Reduced |
| Proquility Private Wealth Partners, LLC | 19,666 | $4.15M | 1.33% | −960−4.7% | Reduced |
| Account Management LLC | 19,665 | $4.15M | 4.93% | −2,050−9.4% | Reduced |
| Guardian Investment Management | 19,649 | $4.14M | 3.59% | −25−0.1% | Reduced |
| Integrated Investment Consultants, LLC | 40,142 | $4.13M | 0.90% | +21,819+119.1% | Added |
| Cobblestone Capital Advisors LLC | 19,580 | $4.13M | 0.23% | −43−0.2% | Reduced |
| Ritter Daniher Financial Advisory LLC | 19,575 | $4.13M | 1.20% | −96−0.5% | Reduced |
| Voya Financial Advisors, Inc. | 19,572 | $4.12M | 0.44% | +1,605+8.9% | Added |
| RKL Wealth Management LLC | 19,512 | $4.11M | 0.37% | +207+1.1% | Added |
| JT Stratford LLC | 19,499 | $4.11M | 0.70% | +997+5.4% | Added |
| Opinicus Capital, Inc. | 19,477 | $4.11M | 3.28% | +68+0.4% | Added |
| O'Dell Group, LLC | 19,445 | $4.10M | 0.91% | −176−0.9% | Reduced |
| Mayflower Financial Advisors, LLC | 19,379 | $4.09M | 0.62% | +261+1.4% | Added |
| NWF Advisory Services Inc. | 19,342 | $4.08M | 0.59% | −3,381−14.9% | Reduced |
| Good Life Advisors, LLC | 19,335 | $4.08M | 0.25% | +1,348+7.5% | Added |
| Huber Capital Management LLC | 19,333 | $4.08M | 0.82% | 00.0% | Unchanged |
| 180 Wealth Advisors, LLC | 19,332 | $4.08M | 0.64% | −261−1.3% | Reduced |
| Apexium Financial, LP | 19,317 | $4.07M | 0.27% | +9,324+93.3% | Added |
| Inspire Trust Co, N.A. | 19,309 | $4.07M | 1.12% | +2,192+12.8% | Added |
| Ocean Capital Management, LLC | 19,272 | $4.06M | 0.95% | +19,272 | New |
| Raelipskie Partnership | 19,264 | $4.06M | 1.98% | +560+3.0% | Added |
| Harvey Investment Co LLC | 19,266 | $4.06M | 0.46% | 00.0% | Unchanged |
| New Republic Capital, LLC | 19,250 | $4.06M | 2.33% | −73,596−79.3% | Reduced |
| Agate Pass Investment Management, LLC | 19,250 | $4.06M | 2.03% | −274−1.4% | Reduced |
| Everett Harris & Co | 19,249 | $4.06M | 0.05% | +600+3.2% | Added |
| AlphaStar Capital Management, LLC | 19,177 | $4.04M | 0.32% | +2,689+16.3% | Added |
| Gold Investment Management Ltd. | 19,186 | $4.04M | 1.69% | −41−0.2% | Reduced |
| Piscataqua Savings Bank | 19,174 | $4.04M | 3.43% | −327−1.7% | Reduced |
| Leonteq Securities AG | 19,127 | $4.03M | 0.48% | +4,605+31.7% | Added |
| Weil Company, Inc. | 19,123 | $4.03M | 1.32% | −3,043−13.7% | Reduced |
| Sawgrass Asset Management LLC | 19,090 | $4.03M | 0.42% | −352−1.8% | Reduced |
| Leisure Capital Management | 19,078 | $4.02M | 1.72% | −1,330−6.5% | Reduced |
| Blueprint Investment Partners LLC | 19,072 | $4.02M | 0.73% | −650−3.3% | Reduced |
| St. Louis Trust Co | 19,040 | $4.01M | 0.56% | −1,141−5.7% | Reduced |
| Heartland Bank & Trust Co | 19,019 | $4.01M | 2.16% | −187−1.0% | Reduced |
| Catalyst Financial Partners LLC | 19,015 | $4.01M | 0.78% | +424+2.3% | Added |
| Processus Wealth & Capital Management, LLC | 19,013 | $4.01M | 3.30% | −166−0.9% | Reduced |
| FLC Capital Advisors | 19,011 | $4.01M | 0.92% | −1,650−8.0% | Reduced |
| Hedeker Wealth, LLC | 18,982 | $4.00M | 1.06% | +11+0.1% | Added |
| Denali Advisors LLC | 18,970 | $4.00M | 0.43% | +12,970+216.2% | Added |
| Miller Investment Management, LP | 18,935 | $3.99M | 0.42% | 00.0% | Unchanged |
| Lee Johnson Capital Management, LLC | 18,918 | $3.99M | 2.05% | +18,918 | New |
| White Pine Capital LLC | 18,914 | $3.99M | 1.36% | +453+2.5% | Added |
| Catalyst Funds Management Pty Ltd | 18,900 | $3.99M | 0.88% | +8,200+76.6% | Added |
| Missouri Trust & Investment Co | 18,898 | $3.98M | 1.39% | −189−1.0% | Reduced |
| Canton Hathaway, LLC | 18,889 | $3.98M | 0.99% | −50−0.3% | Reduced |
| Twin City Private Wealth, LLC | 18,888 | $3.98M | 3.45% | −71−0.4% | Reduced |
| Beech Hill Advisors, Inc. | 18,886 | $3.98M | 1.51% | −726−3.7% | Reduced |
| Tranquility Partners, LLC | 18,853 | $3.98M | 1.44% | −76−0.4% | Reduced |
| Wynn Capital, LLC | 18,843 | $3.97M | 2.60% | +357+1.9% | Added |
| Peak Planning Group, LLC | 18,807 | $3.97M | 1.74% | +61+0.3% | Added |
| Vista Wealth Management Group, LLC | 18,806 | $3.97M | 0.26% | +402+2.2% | Added |
| Investment Partners, Ltd. | 18,800 | $3.96M | 1.65% | −135−0.7% | Reduced |
| Outfitter Financial LLC | 18,687 | $3.94M | 3.25% | −1,301−6.5% | Reduced |
| Goldstone Financial Group, LLC | 18,642 | $3.93M | 0.68% | +483+2.7% | Added |
| Central Bank & Trust Co | 18,566 | $3.91M | 0.54% | −48−0.3% | Reduced |
| Investment Advisory Services Inc | 18,563 | $3.91M | 1.38% | −378−2.0% | Reduced |
| Worth Financial Advisory Group, LLC | 18,528 | $3.91M | 2.30% | −104−0.6% | Reduced |
| Schwarz Dygos Wheeler Investment Advisors LLC | 18,496 | $3.90M | 0.97% | −305−1.6% | Reduced |
| Skopos Labs, Inc. | 18,493 | $3.90M | 1.28% | +1,372+8.0% | Added |
| Aaron Wealth Advisors | 18,456 | $3.89M | 0.46% | +2,564+16.1% | Added |
| Advisor OS, LLC | 18,449 | $3.89M | 0.39% | +1,273+7.4% | Added |
| Prudent Man Advisors, LLC | 18,444 | $3.89M | 1.30% | −1,937−9.5% | Reduced |
| Oak Family Advisors, LLC | 18,433 | $3.89M | 1.40% | +43+0.2% | Added |
| Chesapeake Asset Management LLC | 18,410 | $3.88M | 3.37% | +119+0.7% | Added |
| Holowesko Partners Ltd. | 18,400 | $3.88M | 2.05% | −5,000−21.4% | Reduced |
| Cove Private Wealth, LLC | 18,400 | $3.88M | 3.01% | 00.0% | Unchanged |
| United Advisor Group, LLC | 18,399 | $3.88M | 0.88% | +3,992+27.7% | Added |
| Graybill Bartz & Assoc Ltd | 18,389 | $3.88M | 1.44% | −344−1.8% | Reduced |
| Moseley Investment Management Inc | 18,385 | $3.88M | 1.55% | +182+1.0% | Added |
| Burke & Herbert Bank & Trust Co | 18,342 | $3.87M | 0.90% | −542−2.9% | Reduced |