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
- 4,216
- +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
- 1,868 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 | 5,103 | $572.1B |
| Q4 2025 | 5,155 | $639.5B |
| Q3 2025 | 4,766 | $618.0B |
| Q2 2025 | 4,753 | $582.4B |
| Q1 2025 | 4,680 | $494.6B |
| Q4 2024 | 4,680 | $490.0B |
| Q3 2024 | 4,216 | $429.4B |
| Q2 2024 | 4,182 | $416.2B |
| Q1 2024 | 4,121 | $414.5B |
| Q4 2023 | 4,002 | $351.8B |
| Q3 2023 | 3,711 | $297.0B |
| Q2 2023 | 3,673 | $297.6B |
| Q1 2023 | 3,613 | $266.3B |
| Q4 2022 | 3,629 | $278.3B |
| Q3 2022 | 3,396 | $212.9B |
| Q2 2022 | 3,428 | $229.3B |
| Q1 2022 | 3,520 | $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 |
|---|---|---|---|---|---|
| La Banque Postale Asset Management SA | 199,510 | $42.1M | 0.63% | −6,006−2.9% | Reduced |
| Maple Capital Management, Inc. | 199,146 | $42.0M | 3.20% | +1,214+0.6% | Added |
| HighPoint Advisor Group LLC | 198,769 | $41.9M | 2.44% | −15,574−7.3% | Reduced |
| Oakworth Capital, Inc. | 198,553 | $41.9M | 2.90% | −6,623−3.2% | Reduced |
| Applied Finance Capital Management, LLC | 198,456 | $41.8M | 1.79% | −7,475−3.6% | Reduced |
| Meitav Dash Investments Ltd | 197,551 | $41.8M | 0.70% | −107,948−35.3% | Reduced |
| Kentucky Retirement Systems | 198,210 | $41.8M | 1.23% | −18,188−8.4% | Reduced |
| Brinker Capital Investments, LLC | 197,642 | $41.7M | 0.42% | −1,297−0.7% | Reduced |
| Orion Portfolio Solutions, LLC | 197,642 | $41.7M | 0.42% | −1,297−0.7% | Reduced |
| Meridian Wealth Management, LLC | 197,560 | $41.7M | 2.05% | +3,884+2.0% | Added |
| Erste Asset Management GmbH | 195,153 | $41.1M | 0.49% | −2,500−1.3% | Reduced |
| Washington Trust Co | 194,828 | $41.1M | 1.44% | −6,695−3.3% | Reduced |
| First National Trust Co | 194,363 | $41.0M | 1.58% | −1,350−0.7% | Reduced |
| Natixis Investment Managers International | 194,110 | $40.9M | 2.93% | −31,980−14.1% | Reduced |
| Congress Wealth Management LLC | 194,018 | $40.9M | 0.55% | +28,722+17.4% | Added |
| Moody Lynn & Lieberson, LLC | 193,872 | $40.9M | 2.52% | +548+0.3% | Added |
| Fort Pitt Capital Group, LLC | 191,626 | $40.4M | 1.14% | −4,706−2.4% | Reduced |
| St Germain D J Co Inc | 191,162 | $40.3M | 1.85% | −2,374−1.2% | Reduced |
| Conning Inc. | 191,091 | $40.3M | 1.33% | −5,568−2.8% | Reduced |
| Pictet & Cie (Europe) SA | 190,953 | $40.3M | 0.95% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 190,752 | $40.2M | 1.26% | +121,819+176.7% | Added |
| Dakota Wealth Management | 189,774 | $40.0M | 0.91% | +7,253+4.0% | Added |
| Rockland Trust Co | 189,526 | $40.0M | 1.97% | −5,434−2.8% | Reduced |
| Estabrook Capital Management | 189,323 | $39.9M | 5.95% | −1,814−0.9% | Reduced |
| Thomasville National Bank | 188,626 | $39.8M | 2.95% | −15,368−7.5% | Reduced |
| LMCG Investments, LLC | 187,693 | $39.6M | 2.38% | −4,949−2.6% | Reduced |
| Silvercrest Asset Management Group LLC | 187,292 | $39.5M | 0.27% | −1,243−0.7% | Reduced |
| Smith, Salley & Associates | 186,900 | $39.4M | 2.58% | +4,633+2.5% | Added |
| Segall Bryant & Hamill, LLC | 184,622 | $38.9M | 0.53% | +27,503+17.5% | Added |
| Capital International Ltd | 184,514 | $38.9M | 1.68% | −421−0.2% | Reduced |
| Mizuho Securities USA LLC | 184,494 | $38.9M | 0.84% | −36,919−16.7% | Reduced |
| Payden & Rygel | 184,050 | $38.8M | 2.99% | +600+0.3% | Added |
| Abrams Bison Investments, LLC | 184,000 | $38.8M | 3.35% | 00.0% | Unchanged |
| Fort Washington Investment Advisors Inc | 182,589 | $38.5M | 0.23% | −590.0% | Reduced |
| Nippon Life Global Investors Americas, Inc. | 182,560 | $38.5M | 1.65% | −46,460−20.3% | Reduced |
| Cornerstone Investment Partners, LLC | 181,333 | $38.2M | 1.89% | −67,886−27.2% | Reduced |
| Highland Capital Management, LLC | 180,911 | $38.1M | 2.18% | −9,425−5.0% | Reduced |
| Central Securities Corp | 180,000 | $38.0M | 3.68% | −20,000−10.0% | Reduced |
| Levin Capital Strategies, L.P. | 179,880 | $37.9M | 3.67% | −1,453−0.8% | Reduced |
| Hartford Investment Management Co | 179,073 | $37.8M | 1.24% | −4,922−2.7% | Reduced |
| Equitable Holdings, Inc. | 177,867 | $37.5M | 0.36% | −3,160−1.7% | Reduced |
| American Assets Investment Management, LLC | 177,600 | $37.4M | 3.28% | 00.0% | Unchanged |
| NS Partners Ltd | 176,661 | $37.3M | 1.57% | +1,289+0.7% | Added |
| KCM Investment Advisors LLC | 176,033 | $37.1M | 1.26% | −248−0.1% | Reduced |
| Private Wealth Partners, LLC | 175,392 | $37.0M | 2.95% | −51,910−22.8% | Reduced |
| Blue Chip Partners, Inc. | 174,980 | $36.9M | 3.21% | −3,914−2.2% | Reduced |
| Atria Wealth Solutions, Inc. | 174,675 | $36.8M | 0.40% | −6,898−3.8% | Reduced |
| Gradient Investments LLC | 173,992 | $36.7M | 0.76% | −22,483−11.4% | Reduced |
| Chesley Taft & Associates LLC | 173,332 | $36.5M | 1.74% | −32,614−15.8% | Reduced |
| Fishman Jay A Ltd | 171,932 | $36.3M | 3.60% | −136−0.1% | Reduced |
| Community Trust & Investment Co | 171,854 | $36.2M | 2.30% | +3,847+2.3% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 171,464 | $36.2M | 2.06% | +2,169+1.3% | Added |
| Central Trust Co | 170,903 | $36.0M | 0.84% | −4,433−2.5% | Reduced |
| Cornerstone Advisors, LLC | 170,700 | $36.0M | 1.42% | +14,800+9.5% | Added |
| Randolph Co Inc | 170,423 | $35.9M | 4.18% | −430.0% | Reduced |
| Independent Advisor Alliance | 170,319 | $35.9M | 1.31% | −3,312−1.9% | Reduced |
| Anchor Capital Advisors LLC | 169,822 | $35.8M | 0.95% | −4,868−2.8% | Reduced |
| Northeast Financial Consultants Inc | 169,675 | $35.8M | 1.56% | +740.0% | Added |
| Allen Investment Management LLC | 169,431 | $35.7M | 0.42% | 00.0% | Unchanged |
| Chartwell Investment Partners, LLC | 169,325 | $35.7M | 1.23% | −22,191−11.6% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 168,860 | $35.6M | 1.91% | +47,376+39.0% | Added |
| TownSquare Capital, LLC | 167,232 | $35.3M | 0.42% | −15,395−8.4% | Reduced |
| Matrix Asset Advisors Inc | 166,791 | $35.2M | 3.91% | −14,267−7.9% | Reduced |
| Farmers & Merchants Investments Inc | 166,561 | $35.1M | 1.09% | +2,236+1.4% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 166,299 | $35.1M | 0.11% | −19,341−10.4% | Reduced |
| Perfromance Wealth Partners, LLC | 165,601 | $34.9M | 1.20% | +9,737+6.2% | Added |
| Maryland State Retirement & Pension System | 164,808 | $34.8M | 0.73% | −58,616−26.2% | Reduced |
| Sandy Spring Bank | 164,756 | $34.7M | 1.43% | −537−0.3% | Reduced |
| RSM US Wealth Management LLC | 166,026 | $34.4M | 0.50% | +21,308+14.7% | Added |
| HB Wealth Management, LLC | 162,915 | $34.4M | 0.37% | +2,686+1.7% | Added |
| Private Management Group Inc | 162,040 | $34.2M | 1.20% | −25,982−13.8% | Reduced |
| First Citizens Bank & Trust Co | 162,013 | $34.2M | 0.75% | −5,300−3.2% | Reduced |
| Madison Asset Management, LLC | 161,933 | $34.1M | 0.38% | −14,232−8.1% | Reduced |
| Rakuten Investment Management, Inc. | 161,700 | $34.0M | 0.20% | +39,424+32.2% | Added |
| National Mutual Insurance Federation of Agricultural Cooperatives | 160,900 | $33.9M | 0.31% | 00.0% | Unchanged |
| Marco Investment Management LLC | 160,354 | $33.8M | 2.92% | −113−0.1% | Reduced |
| Louisiana State Employees Retirement System | 160,200 | $33.8M | 0.62% | −2,300−1.4% | Reduced |
| Eagle Global Advisors LLC | 159,962 | $33.7M | 1.67% | −777−0.5% | Reduced |
| Metis Global Partners, LLC | 159,728 | $33.7M | 1.05% | +3,184+2.0% | Added |
| First National Bank of Omaha | 159,056 | $33.5M | 2.14% | −15,649−9.0% | Reduced |
| Atlantic Union Bankshares Corp | 158,648 | $33.5M | 1.94% | −520−0.3% | Reduced |
| Hantz Financial Services, Inc. | 158,044 | $33.3M | 0.59% | −5,165−3.2% | Reduced |
| Fukoku Mutual Life Insurance Co | 157,730 | $33.3M | 2.38% | −6,187−3.8% | Reduced |
| Stonebridge Capital Advisors LLC | 157,383 | $33.2M | 2.71% | +164+0.1% | Added |
| Securian Asset Management, Inc | 157,361 | $33.2M | 0.96% | −7,762−4.7% | Reduced |
| MMBG Investment Advisors Co. | 156,582 | $33.0M | 3.45% | −188−0.1% | Reduced |
| Jane Street Group, LLC | 156,447 | $33.0M | 0.05% | −1,254,774−88.9% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 154,708 | $32.6M | 0.82% | −38,407−19.9% | Reduced |
| Rothschild Investment LLC | 154,209 | $32.5M | 2.13% | −2,723−1.7% | Reduced |
| Oak Associates, Ltd | 153,523 | $32.4M | 2.18% | −1,452−0.9% | Reduced |
| Prospera Financial Services Inc | 153,395 | $32.4M | 0.83% | +10,172+7.1% | Added |
| Wilsey Asset Management Inc | 152,812 | $32.2M | 5.91% | −576−0.4% | Reduced |
| South State Corp. | 152,473 | $32.2M | 2.22% | −81−0.1% | Reduced |
| GYL Financial Synergies, LLC | 152,385 | $32.1M | 2.42% | −2,686−1.7% | Reduced |
| Vestor Capital, LLC | 151,286 | $31.9M | 2.51% | +27,200+21.9% | Added |
| Franklin Street Advisors Inc | 151,169 | $31.9M | 2.15% | −386−0.3% | Reduced |
| Carret Asset Management, LLC | 150,292 | $31.7M | 3.44% | −1,023−0.7% | Reduced |
| FineMark National Bank & Trust | 150,176 | $31.7M | 1.10% | +2,916+2.0% | Added |
| Prime Capital Investment Advisors, LLC | 149,919 | $31.6M | 0.45% | +15,447+11.5% | Added |
| Appleton Partners Inc | 149,436 | $31.5M | 2.32% | −3,757−2.5% | Reduced |