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 |
|---|---|---|---|---|---|
| Lockheed Martin Investment Management Co | 286,400 | $60.4M | 2.80% | +162,210+130.6% | Added |
| Andra AP-fonden | 285,900 | $60.3M | 0.89% | +15,900+5.9% | Added |
| Spears Abacus Advisors LLC | 284,189 | $59.9M | 1.18% | −1,945−0.7% | Reduced |
| Sequoia Financial Advisors, LLC | 283,286 | $59.7M | 0.64% | +17,873+6.7% | Added |
| Nicholas Company, Inc. | 282,350 | $59.5M | 0.97% | −6,820−2.4% | Reduced |
| Achmea Investment Management B.V. | 281,480 | $59.4M | 0.98% | −9,186−3.2% | Reduced |
| Ieq Capital, LLC | 280,335 | $59.1M | 0.73% | +10,089+3.7% | Added |
| Tocqueville Asset Management L.P. | 279,076 | $58.8M | 0.92% | −1,730−0.6% | Reduced |
| Vontobel Holding Ltd. | 278,989 | $58.8M | 0.19% | −3,008−1.1% | Reduced |
| Roffman Miller Associates Inc | 276,843 | $58.4M | 3.56% | −1,438−0.5% | Reduced |
| Lido Advisors, LLC | 273,105 | $57.6M | 0.43% | −33,296−10.9% | Reduced |
| Elo Mutual Pension Insurance Co | 272,921 | $57.5M | 1.23% | +27,368+11.1% | Added |
| Wealthfront Advisers LLC | 272,416 | $57.4M | 0.18% | +1,507+0.6% | Added |
| Seizert Capital Partners, LLC | 271,995 | $57.4M | 2.59% | −65,487−19.4% | Reduced |
| North Star Investment Management Corp. | 271,642 | $57.3M | 3.96% | −6,339−2.3% | Reduced |
| Allworth Financial LP | 271,337 | $57.2M | 0.35% | −6,080−2.2% | Reduced |
| Prudential PLC | 270,520 | $57.0M | 0.29% | +20,285+8.1% | Added |
| Beacon Investment Advisory Services, Inc. | 269,477 | $56.8M | 2.36% | −1,041−0.4% | Reduced |
| Atria Investments LLC | 267,271 | $56.4M | 0.70% | −7,417−2.7% | Reduced |
| Adams Diversified Equity Fund, Inc. | 262,963 | $55.4M | 2.04% | −41,400−13.6% | Reduced |
| Deprince Race & Zollo Inc | 262,258 | $55.3M | 1.06% | −3,341−1.3% | Reduced |
| Bowen Hanes & Co Inc | 260,657 | $55.0M | 1.44% | +224,677+624.4% | Added |
| Quantinno Capital Management LP | 260,287 | $54.9M | 0.71% | +84,437+48.0% | Added |
| Capitolis Liquid Global Markets LLC | 259,500 | $54.7M | 0.58% | −3,100−1.2% | Reduced |
| United Services Automobile Association | 257,734 | $54.3M | 1.39% | −71,620−21.7% | Reduced |
| Kimelman & Baird, LLC | 256,612 | $54.1M | 4.32% | −2,001−0.8% | Reduced |
| Renaissance Technologies LLC | 254,865 | $53.7M | 0.08% | +254,865 | New |
| Markel Group Inc.SuperinvestorMarkel Group | 252,550 | $53.3M | 0.48% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 252,535 | $53.2M | 0.86% | +330.0% | Added |
| Daymark Wealth Partners, LLC | 352,000 | $53.2M | 2.25% | +1,997+0.6% | Added |
| iA Global Asset Management Inc. | 251,393 | $53.0M | 0.93% | −13,223−5.0% | Reduced |
| Clearstead Advisors, LLC | 250,405 | $52.8M | 0.82% | +1,538+0.6% | Added |
| Polar Capital Holdings Plc | 249,943 | $52.7M | 0.31% | +17,963+7.7% | Added |
| Stratos Wealth Partners, LTD. | 249,556 | $52.6M | 0.76% | +29,360+13.3% | Added |
| ZWJ Investment Counsel Inc | 246,467 | $52.0M | 2.12% | −2,117−0.9% | Reduced |
| Foundry Partners, LLC | 246,265 | $51.9M | 2.57% | −1,501−0.6% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 246,049 | $51.9M | 1.66% | +866+0.4% | Added |
| Oregon Public Employees Retirement Fund | 243,474 | $51.3M | 0.96% | −3,200−1.3% | Reduced |
| Sculptor Capital LP | 243,300 | $51.3M | 1.02% | −243,000−50.0% | Reduced |
| Alpha Cubed Investments, LLC | 243,172 | $51.3M | 2.28% | +62,220+34.4% | Added |
| Argent Capital Management LLC | 242,709 | $51.2M | 1.42% | −4,757−1.9% | Reduced |
| Crestwood Advisors Group LLC | 242,624 | $51.2M | 0.98% | −6,084−2.4% | Reduced |
| McDonald Capital Investors Inc | 241,505 | $50.9M | 3.13% | −5,167−2.1% | Reduced |
| Ceredex Value Advisors LLC | 240,256 | $50.7M | 0.99% | −58,879−19.7% | Reduced |
| Country Trust Bank | 240,069 | $50.6M | 1.24% | −16,881−6.6% | Reduced |
| Allianz SE | 239,294 | $50.5M | 1.36% | −5,117−2.1% | Reduced |
| First Horizon Advisors, Inc. | 239,266 | $50.5M | 1.40% | −3,501−1.4% | Reduced |
| Sabal Trust CO | 238,313 | $50.3M | 2.73% | −10,120−4.1% | Reduced |
| Destination Wealth Management | 238,123 | $50.2M | 1.56% | −6,190−2.5% | Reduced |
| Martingale Asset Management L P | 237,988 | $50.2M | 1.15% | +124,242+109.2% | Added |
| Aptus Capital Advisors, LLC | 236,760 | $49.9M | 0.76% | +30,082+14.6% | Added |
| Busey Wealth Management | 236,365 | $49.8M | 1.63% | −3,351−1.4% | Reduced |
| Cambiar Investors LLC | 236,111 | $49.8M | 1.92% | −5,098−2.1% | Reduced |
| Modera Wealth Management, LLC | 235,776 | $49.7M | 0.63% | −6,468−2.7% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 234,686 | $49.5M | 0.24% | −327,666−58.3% | Reduced |
| Squarepoint Ops LLC | 234,514 | $49.4M | 0.16% | +20,766+9.7% | Added |
| First Manhattan Co | 233,910 | $49.3M | 0.15% | −2,009−0.9% | Reduced |
| Salem Investment Counselors Inc | 233,282 | $49.2M | 1.48% | +2,833+1.2% | Added |
| Moran Wealth Management, LLC | 233,262 | $49.2M | 1.51% | −480−0.2% | Reduced |
| Johnson Investment Counsel Inc | 232,838 | $49.1M | 0.48% | +6,067+2.7% | Added |
| NorthCrest Asset Manangement, LLC | 231,172 | $48.7M | 1.47% | +2,116+0.9% | Added |
| Pacer Advisors, Inc. | 230,335 | $48.6M | 0.10% | −8,022−3.4% | Reduced |
| Mediolanum International Funds Ltd | 230,287 | $48.4M | 0.68% | +699+0.3% | Added |
| Gamco Investors, Inc. Et Al | 228,995 | $48.3M | 0.49% | −8,745−3.7% | Reduced |
| BNP Paribas | 226,563 | $47.7M | 1.98% | +6,497+3.0% | Added |
| Gulf International Bank (UK) Ltd | 225,999 | $47.7M | 1.22% | −9,995−4.2% | Reduced |
| Villere St Denis J & Co LLC | 224,839 | $47.4M | 3.87% | −2,122−0.9% | Reduced |
| Baker Avenue Asset Management, LP | 220,950 | $46.6M | 1.48% | −1,985−0.9% | Reduced |
| Ingalls & Snyder LLC | 219,599 | $46.3M | 1.82% | −11,264−4.9% | Reduced |
| Wharton Business Group, LLC | 218,755 | $46.1M | 2.07% | +22,131+11.3% | Added |
| Hosking Partners LLP | 218,732 | $46.1M | 1.78% | −40,322−15.6% | Reduced |
| Hancock Whitney Corp | 218,682 | $46.1M | 1.49% | −7,416−3.3% | Reduced |
| Venture Visionary Partners LLC | 218,119 | $46.0M | 2.00% | +1,640+0.8% | Added |
| Capital Investment Advisors, LLC | 217,861 | $45.9M | 0.95% | +1,848+0.9% | Added |
| Lazard Asset Management LLC | 215,964 | $45.5M | 0.06% | −38,943−15.3% | Reduced |
| Polaris Capital Management, LLC | 215,351 | $45.4M | 2.24% | −1,900−0.9% | Reduced |
| Heritage Investors Management Corp | 214,400 | $45.2M | 1.51% | −5,639−2.6% | Reduced |
| Crossmark Global Holdings, Inc. | 213,660 | $45.1M | 0.80% | +1,951+0.9% | Added |
| Nexus Investment Management ULC | 213,287 | $45.0M | 4.41% | −29,910−12.3% | Reduced |
| Chilton Capital Management LLC | 212,896 | $44.9M | 1.87% | +6,518+3.2% | Added |
| Mill Capital Management, LLC | 212,680 | $44.8M | 3.51% | −363−0.2% | Reduced |
| Illinois Municipal Retirement Fund | 212,536 | $44.8M | 0.64% | +13,288+6.7% | Added |
| FreeGulliver LLC | 212,269 | $44.8M | 26.58% | −660.0% | Reduced |
| Howard Capital Management Group, LLC | 211,336 | $44.6M | 3.13% | −1,474−0.7% | Reduced |
| Trust Co of Vermont | 210,843 | $44.5M | 2.23% | +3,051+1.5% | Added |
| Klingenstein Fields & Co LP | 210,652 | $44.4M | 1.77% | −763−0.4% | Reduced |
| Main Street Research LLC | 210,557 | $44.4M | 2.79% | +6,005+2.9% | Added |
| Taurus Asset Management, LLC | 208,274 | $43.9M | 4.27% | −345−0.2% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 205,193 | $43.3M | 1.36% | −36,625−15.1% | Reduced |
| Northeast Investment Management | 203,656 | $42.9M | 1.92% | −466−0.2% | Reduced |
| Clifford Swan Investment Counsel LLC | 203,444 | $42.9M | 1.52% | −4,515−2.2% | Reduced |
| Howe & Rusling Inc | 202,861 | $42.8M | 3.68% | +8,709+4.5% | Added |
| Kempen Capital Management N.V. | 201,985 | $42.6M | 0.43% | +2,352+1.2% | Added |
| Jupiter Asset Management Ltd | 201,633 | $42.5M | 0.37% | −33,727−14.3% | Reduced |
| GW&K Investment Management, LLC | 201,374 | $42.5M | 0.36% | +83,095+70.3% | Added |
| SpiderRock Advisors, LLC | 200,974 | $42.4M | 0.91% | +51,791+34.7% | Added |
| WestEnd Advisors, LLC | 200,799 | $42.3M | 1.04% | +200,728+282,715.5% | Added |
| Braun Stacey Associates Inc | 200,068 | $42.2M | 1.60% | −2,689−1.3% | Reduced |
| MUFG Securities EMEA plc | 199,999 | $42.2M | 1.73% | −250,000−55.6% | Reduced |
| Clear Street LLC | 200,000 | $42.2M | 0.98% | 00.0% | Unchanged |