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; 5,157 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 | 5,157 | $643.7B |
| Q1 2026 | 5,102 | $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 | 4,679 | $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 | 3,711 | $297.0B |
| Q2 2023 | 3,672 | $297.6B |
| Q1 2023 | 3,612 | $266.3B |
| Q4 2022 | 3,629 | $278.3B |
| Q3 2022 | 3,396 | $212.9B |
| Q2 2022 | 3,428 | $229.3B |
| Q1 2022 | 3,519 | $278.9B |
| Q4 2021 | 3,594 | $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 |
|---|---|---|---|---|---|
| Beck Mack & Oliver LLC | 428,734 | $90.4M | 1.76% | −1,380−0.3% | Reduced |
| Stock Yards Bank & Trust Co | 427,305 | $90.1M | 2.90% | −9,166−2.1% | Reduced |
| Cooke & Bieler LP | 426,509 | $89.9M | 0.82% | −10,805−2.5% | Reduced |
| Glenview Trust Co | 418,320 | $88.2M | 1.70% | −2,714−0.6% | Reduced |
| Xponance, Inc. | 413,551 | $87.2M | 0.84% | −2,351−0.6% | Reduced |
| D.A. Davidson & Co. | 410,413 | $86.5M | 0.71% | +507+0.1% | Added |
| Yousif Capital Management, LLC | 409,497 | $86.3M | 0.94% | −9,508−2.3% | Reduced |
| Federated Hermes, Inc. | 408,965 | $86.2M | 0.19% | −57,294−12.3% | Reduced |
| Waverton Investment Management Ltd | 408,819 | $86.2M | 1.41% | +85,361+26.4% | Added |
| RMB Capital Management, LLC | 408,492 | $86.1M | 1.96% | +1,856+0.5% | Added |
| Border to Coast Pensions Partnership Ltd | 407,516 | $85.7M | 1.75% | −1,413−0.3% | Reduced |
| E. Ohman J:or Asset Management AB | 406,133 | $85.6M | 2.12% | +3,359+0.8% | Added |
| Berkshire Asset Management LLC | 419,868 | $84.9M | 4.32% | 00.0% | Unchanged |
| Guidance Point Advisors, LLC | 401,698 | $84.7M | 24.73% | −450.0% | Reduced |
| Hardy Reed LLC | 400,929 | $84.5M | 7.57% | +1280.0% | Added |
| Gabelli Funds LLC | 400,650 | $84.5M | 0.61% | −30,497−7.1% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 400,645 | $84.5M | 1.46% | −3,030−0.8% | Reduced |
| Investment Management Corp of Ontario | 400,225 | $84.4M | 1.88% | −149,238−27.2% | Reduced |
| M&G Plc | 398,102 | $84.0M | 0.43% | +11,181+2.9% | Added |
| HRT Financial LP | 397,893 | $83.9M | 0.42% | −8,746−2.2% | Reduced |
| Associated Banc-Corp | 395,886 | $83.5M | 2.45% | −2,357−0.6% | Reduced |
| Man Group plc | 393,113 | $82.9M | 0.23% | −336,384−46.1% | Reduced |
| Cullen/Frost Bankers, Inc. | 390,639 | $82.4M | 1.12% | −2,094−0.5% | Reduced |
| Beacon Pointe Advisors, LLC | 390,200 | $82.3M | 0.95% | −4,768−1.2% | Reduced |
| Park National Corp | 389,639 | $82.2M | 2.88% | −28,543−6.8% | Reduced |
| TCTC Holdings, LLC | 388,530 | $81.9M | 2.77% | +3,315+0.9% | Added |
| Becker Capital Management Inc | 388,080 | $81.8M | 2.66% | −2,542−0.7% | Reduced |
| Zurich Insurance Group Ltd | 386,419 | $81.5M | 0.69% | −534,993−58.1% | Reduced |
| Pinnacle Associates Ltd | 478,369 | $81.4M | 1.40% | +21,355+4.7% | Added |
| United Capital Financial Advisers, LLC | 382,120 | $80.6M | 0.66% | −5,546−1.4% | Reduced |
| New York Life Investment Management LLC | 379,281 | $80.0M | 0.78% | −14,961−3.8% | Reduced |
| ABN AMRO Bank N.V. | 379,324 | $79.4M | 1.09% | +22,106+6.2% | Added |
| Mutual of America Capital Management LLC | 375,858 | $79.3M | 0.83% | −16,658−4.2% | Reduced |
| NewEdge Wealth, LLC | 374,653 | $79.0M | 1.43% | +72,246+23.9% | Added |
| Manning & Napier Advisors LLC | 374,638 | $79.0M | 0.87% | −58,746−13.6% | Reduced |
| Prio Wealth Limited Partnership | 372,238 | $78.5M | 2.30% | −21,938−5.6% | Reduced |
| Raymond James Trust N.A. | 370,344 | $78.1M | 1.70% | +6,722+1.8% | Added |
| Stephens Inc | 367,430 | $77.5M | 1.10% | +81,467+28.5% | Added |
| Smith Chas P & Associates Pa Cpas | 366,304 | $77.2M | 4.35% | −14,580−3.8% | Reduced |
| Vaughan David Investments LLC | 366,130 | $77.2M | 1.78% | −3,036−0.8% | Reduced |
| CWM, LLC | 364,410 | $76.8M | 0.33% | +22,748+6.7% | Added |
| Bryn Mawr Trust Co | 363,152 | $76.6M | 1.37% | +132,987+57.8% | Added |
| Waters Parkerson & Co., LLC | 360,850 | $76.1M | 3.86% | −5,310−1.5% | Reduced |
| Oppenheimer & Co Inc | 359,551 | $75.8M | 1.16% | −731−0.2% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 355,778 | $75.0M | 0.24% | −6,468−1.8% | Reduced |
| Fullerton Fund Management Co Ltd. | 355,589 | $75.0M | 3.15% | +67,594+23.5% | Added |
| B. Metzler seel. Sohn & Co. AG | 354,189 | $74.7M | 0.74% | +45,772+14.8% | Added |
| B. Metzler seel. Sohn & Co. Holding AG | 354,189 | $74.7M | 0.74% | +354,189 | New |
| Principle Wealth Partners LLC | 352,720 | $74.4M | 5.27% | −1,146−0.3% | Reduced |
| Carnegie Capital Asset Management, LLC | 351,681 | $74.2M | 2.18% | −484−0.1% | Reduced |
| AE Wealth Management LLC | 351,198 | $74.1M | 0.67% | −88,201−20.1% | Reduced |
| Consulta Ltd | 350,000 | $73.8M | 4.56% | −150,000−30.0% | Reduced |
| Todd Asset Management LLC | 349,223 | $73.6M | 1.71% | +100,802+40.6% | Added |
| RNC Capital Management LLC | 363,669 | $73.6M | 4.08% | 00.0% | Unchanged |
| Groupama Asset Managment | 429,014 | $72.6M | 1.89% | +30,867+7.8% | Added |
| Flputnam Investment Management Co | 337,194 | $72.3M | 1.31% | −4,040−1.2% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 342,478 | $72.2M | 0.23% | −39,749−10.4% | Reduced |
| Davis R M Inc | 341,073 | $71.9M | 1.39% | −3,704−1.1% | Reduced |
| Donaldson Capital Management, LLC | 339,481 | $71.6M | 2.75% | +3,495+1.0% | Added |
| Barr E S & Co | 339,096 | $71.5M | 4.46% | −25,598−7.0% | Reduced |
| MAI Capital Management | 338,479 | $71.4M | 0.68% | −18,656−5.2% | Reduced |
| Henshaw Capital LLC | 337,139 | $71.1M | 2.98% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 335,736 | $70.8M | 0.50% | −11,237−3.2% | Reduced |
| Banco Santander, S.A. | 334,974 | $70.6M | 0.83% | −15,621−4.5% | Reduced |
| State of Alaska, Department of Revenue | 334,677 | $70.6M | 0.75% | +13,440+4.2% | Added |
| Ilmarinen Mutual Pension Insurance Co | 334,569 | $70.5M | 0.77% | +15,800+5.0% | Added |
| Marsico Capital Management LLC | 334,323 | $70.5M | 1.97% | +334,323 | New |
| Private Advisor Group, LLC | 332,742 | $70.5M | 0.44% | −860.0% | Reduced |
| HM Payson & Co | 329,755 | $69.5M | 1.19% | +3,672+1.1% | Added |
| Swiss Life Asset Management Ltd | 329,308 | $69.4M | 0.79% | −57,620−14.9% | Reduced |
| JustInvest LLC | 328,502 | $69.3M | 1.12% | +37,019+12.7% | Added |
| Miller Howard Investments Inc | 323,487 | $68.2M | 2.10% | +24,893+8.3% | Added |
| Quintet Private Bank (Europe) S.A. | 322,510 | $68.0M | 3.89% | +45,373+16.4% | Added |
| Mesirow Financial Investment Management, Inc. | 322,499 | $68.0M | 1.32% | −2,334−0.7% | Reduced |
| Fiduciary Trust Co | 320,930 | $67.7M | 0.95% | +13,926+4.5% | Added |
| Wiley Bros.-Aintree Capital, LLC | 318,418 | $67.1M | 1.29% | +168,411+112.3% | Added |
| Citizens Financial Group Inc | 317,501 | $66.9M | 1.35% | +16,643+5.5% | Added |
| Avantax Advisory Services, Inc. | 313,730 | $66.2M | 0.43% | +6,382+2.1% | Added |
| Massmutual Trust Co FSB | 312,927 | $66.0M | 1.88% | −498−0.2% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 311,631 | $65.7M | 4.29% | −5,800−1.8% | Reduced |
| Impax Asset Management Group plc | 311,084 | $65.6M | 0.26% | −27,267−8.1% | Reduced |
| Capital International Sarl | 310,966 | $65.6M | 1.68% | +34,717+12.6% | Added |
| Wesbanco Bank Inc | 309,420 | $65.2M | 2.21% | −9,279−2.9% | Reduced |
| Welch Group, LLC | 305,937 | $64.5M | 2.80% | −3,126−1.0% | Reduced |
| Synovus Financial Corp | 304,581 | $64.2M | 0.74% | −2,727−0.9% | Reduced |
| Searle & Co. | 304,242 | $64.2M | 16.00% | +23,300+8.3% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 304,208 | $64.1M | 0.14% | −24,122−7.3% | Reduced |
| Ancora Advisors, LLC | 304,071 | $64.1M | 1.46% | +2,930+1.0% | Added |
| Dodge & Cox | 303,575 | $64.0M | 0.04% | −4,340−1.4% | Reduced |
| Meyer Handelman Co | 299,189 | $63.1M | 2.13% | +9,473+3.3% | Added |
| Badgley Phelps Wealth Managers, LLC | 298,812 | $63.0M | 1.46% | +2,122+0.7% | Added |
| Kestra Private Wealth Services, LLC | 297,729 | $62.8M | 1.15% | +15,721+5.6% | Added |
| Aristotle Atlantic Partners, LLC | 295,975 | $62.4M | 1.94% | +6,522+2.3% | Added |
| Whittier Trust Co of Nevada Inc | 295,061 | $62.2M | 1.61% | −14,849−4.8% | Reduced |
| Brandes Investment Partners, LP | 294,031 | $62.0M | 0.70% | +2,194+0.8% | Added |
| Worldquant Millennium Advisors LLC | 290,796 | $61.3M | 0.45% | +175,649+152.5% | Added |
| PGGM Investments | 290,167 | $61.2M | 0.78% | +1,088+0.4% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 290,166 | $61.1M | 0.61% | +77,894+36.7% | Added |
| Bokf, NA | 297,560 | $61.1M | 1.08% | −261−0.1% | Reduced |
| Argent Trust Co | 286,995 | $60.5M | 2.51% | −6,630−2.3% | Reduced |