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 |
|---|---|---|---|---|---|
| Axxcess Wealth Management, LLC | 147,291 | $31.1M | 0.78% | +7,452+5.3% | Added |
| WSFS Capital Management, LLC | 147,191 | $31.0M | 1.68% | −1,569−1.1% | Reduced |
| Great Valley Advisor Group, Inc. | 147,061 | $31.0M | 0.76% | +10,209+7.5% | Added |
| Valeo Financial Advisors, LLC | 171,249 | $31.0M | 0.88% | −1,279−0.7% | Reduced |
| Bollard Group LLC | 146,557 | $30.9M | 0.82% | +5,652+4.0% | Added |
| Integrated Wealth Concepts LLC | 146,470 | $30.9M | 0.38% | +2,189+1.5% | Added |
| Lowe Brockenbrough & Co Inc | 146,167 | $30.8M | 1.97% | −8,495−5.5% | Reduced |
| Schwerin Boyle Capital Management Inc | 145,836 | $30.8M | 3.22% | −10,480−6.7% | Reduced |
| Advisory Services Network, LLC | 151,477 | $30.6M | 0.63% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 145,252 | $30.6M | 0.66% | +2,083+1.5% | Added |
| Wesleyan Assurance Society | 145,257 | $30.6M | 2.43% | 00.0% | Unchanged |
| Dixon Mitchell Investment Counsel Inc. | 144,932 | $30.6M | 1.39% | +7,472+5.4% | Added |
| First Fiduciary Investment Counsel, Inc. | 144,841 | $30.5M | 6.12% | −2,455−1.7% | Reduced |
| Snowden Capital Advisors LLC | 144,302 | $30.4M | 0.91% | +1,753+1.2% | Added |
| Savant Capital, LLC | 144,004 | $30.4M | 0.25% | +20,559+16.7% | Added |
| RiverFront Investment Group, LLC | 143,914 | $30.3M | 0.71% | +19,401+15.6% | Added |
| Abn Amro Investment Solutions | 143,622 | $30.3M | 0.53% | −2,784−1.9% | Reduced |
| NBT Bank N A | 143,028 | $30.2M | 2.03% | −3,301−2.3% | Reduced |
| Parsons Capital Management Inc | 142,653 | $30.1M | 1.91% | −310−0.2% | Reduced |
| NFJ Investment Group, LLC | 142,646 | $30.1M | 0.88% | −4,561−3.1% | Reduced |
| Janney Capital Management LLC | 142,204 | $30.0M | 2.02% | −11,078−7.2% | Reduced |
| Resources Investment Advisors, LLC. | 141,738 | $29.9M | 0.34% | −2,850−2.0% | Reduced |
| Benjamin Edwards Inc | 140,556 | $29.7M | 0.43% | +113,781+425.0% | Added |
| New Mexico Educational Retirement Board | 140,450 | $29.6M | 1.00% | −5,200−3.6% | Reduced |
| Manitou Investment Management Ltd. | 140,215 | $29.6M | 5.62% | −27,995−16.6% | Reduced |
| LaFleur & Godfrey LLC | 139,983 | $29.5M | 4.07% | −8,304−5.6% | Reduced |
| CBOE Vest Financial, LLC | 139,689 | $29.5M | 0.57% | +24,085+20.8% | Added |
| Toroso Investments, LLC | 139,509 | $29.4M | 0.32% | +4,497+3.3% | Added |
| Noesis Capital Mangement Corp | 139,207 | $29.4M | 5.83% | +13,972+11.2% | Added |
| Railway Pension Investments Ltd | 138,000 | $29.1M | 0.35% | +15,400+12.6% | Added |
| Kanawha Capital Management LLC | 137,310 | $29.0M | 2.10% | +479+0.4% | Added |
| Galvin, Gaustad & Stein, LLC | 137,291 | $28.9M | 2.58% | −12,288−8.2% | Reduced |
| Neville Rodie & Shaw Inc | 137,000 | $28.9M | 2.13% | −6,898−4.8% | Reduced |
| Palisade Capital Management LLC | 136,959 | $28.9M | 0.77% | −4,121−2.9% | Reduced |
| Dana Investment Advisors, Inc. | 136,859 | $28.9M | 0.96% | +2,777+2.1% | Added |
| Bailard, Inc. | 135,237 | $28.5M | 0.74% | −704−0.5% | Reduced |
| Patten & Patten Inc | 135,029 | $28.5M | 1.89% | −2,796−2.0% | Reduced |
| Penobscot Investment Management Company, Inc. | 134,527 | $28.4M | 2.55% | +1,058+0.8% | Added |
| Edgar Lomax Co | 134,375 | $28.3M | 1.73% | −2,165−1.6% | Reduced |
| Narwhal Capital Management | 133,618 | $28.2M | 2.53% | +3,240+2.5% | Added |
| Moors & Cabot, Inc. | 133,592 | $28.2M | 1.40% | −686−0.5% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 133,011 | $28.0M | 3.06% | +1,777+1.4% | Added |
| TCG Advisory Services, LLC | 132,722 | $28.0M | 1.22% | +2,703+2.1% | Added |
| Tower Bridge Advisors | 132,114 | $27.9M | 2.89% | +1,582+1.2% | Added |
| First Foundation Advisors | 131,845 | $27.8M | 1.05% | −6,697−4.8% | Reduced |
| Abner Herrman & Brock LLC | 131,438 | $27.7M | 3.34% | −1,171−0.9% | Reduced |
| Rempart Asset Management Inc. | 122,826 | $27.7M | 5.14% | −3,888−3.1% | Reduced |
| TAM Capital Management Inc. | 131,069 | $27.6M | 12.09% | +12,593+10.6% | Added |
| BLB&B Advisors, LLC | 130,783 | $27.6M | 1.41% | +3,534+2.8% | Added |
| TruWealth Advisors, LLC | 129,653 | $27.3M | 1.67% | +115+0.1% | Added |
| Absher Wealth Management, LLC | 129,455 | $27.3M | 3.52% | −839−0.6% | Reduced |
| Greenleaf Trust | 128,567 | $27.1M | 0.24% | +2,837+2.3% | Added |
| Parallel Advisors, LLC | 128,346 | $27.1M | 0.64% | +990+0.8% | Added |
| Norinchukin Bank, The | 128,068 | $27.0M | 0.64% | +16,295+14.6% | Added |
| Alley Investment Management Company, LLC | 127,956 | $27.0M | 3.42% | −399−0.3% | Reduced |
| Osborne Partners Capital Management, LLC | 127,925 | $27.0M | 1.53% | −4,381−3.3% | Reduced |
| Bourgeon Capital Management LLC | 127,649 | $26.9M | 5.18% | −1,310−1.0% | Reduced |
| Dorsey & Whitney Trust CO LLC | 126,980 | $26.8M | 1.42% | +33,626+36.0% | Added |
| Meiji Yasuda Life Insurance Co | 126,917 | $26.8M | 0.50% | −20,612−14.0% | Reduced |
| Intech Investment Management LLC | 126,378 | $26.6M | 0.30% | −3,690−2.8% | Reduced |
| Arvest Bank Trust Division | 125,359 | $26.4M | 1.52% | +125,359 | New |
| Resources Management Corp | 125,310 | $26.4M | 3.56% | −1,221−1.0% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 125,134 | $26.4M | 2.21% | −1,025−0.8% | Reduced |
| Evergreen Capital Management LLC | 124,373 | $26.2M | 0.88% | −13,233−9.6% | Reduced |
| Sit Investment Associates Inc | 123,875 | $26.1M | 0.58% | −26,410−17.6% | Reduced |
| Warren Averett Asset Management, LLC | 123,869 | $26.1M | 0.48% | +5,898+5.0% | Added |
| Apollon Wealth Management, LLC | 123,511 | $26.0M | 0.74% | +2,964+2.5% | Added |
| KMG Fiduciary Partners, LLC | 123,325 | $26.0M | 2.25% | −68−0.1% | Reduced |
| HBK Sorce Advisory LLC | 122,976 | $25.9M | 0.79% | −336−0.3% | Reduced |
| First Long Island Investors, LLC | 122,584 | $25.8M | 2.04% | −605−0.5% | Reduced |
| NEOS Investment Management LLC | 122,462 | $25.8M | 0.78% | +25,172+25.9% | Added |
| First American Bank | 121,245 | $25.6M | 1.84% | +314+0.3% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 121,029 | $25.5M | 0.97% | −259−0.2% | Reduced |
| Culbertson A N & Co Inc | 119,722 | $25.2M | 4.06% | −1,246−1.0% | Reduced |
| Perigon Wealth Management, LLC | 119,625 | $25.2M | 0.68% | −441−0.4% | Reduced |
| Tower Research Capital LLC (TRC) | 119,341 | $25.2M | 0.67% | −18,618−13.5% | Reduced |
| Shufro Rose & Co LLC | 124,304 | $25.1M | 2.05% | 00.0% | Unchanged |
| ARS Wealth Advisors Group, LLC | 118,873 | $25.1M | 3.08% | −2,354−1.9% | Reduced |
| National Asset Management, Inc. | 119,979 | $25.1M | 0.70% | −21,425−15.2% | Reduced |
| ProVise Management Group, LLC | 118,560 | $25.0M | 1.98% | −221−0.2% | Reduced |
| Vinva Investment Management Ltd | 118,730 | $25.0M | 1.08% | +13,242+12.6% | Added |
| Kingsview Wealth Management, LLC | 118,095 | $24.9M | 0.52% | +2,839+2.5% | Added |
| Park Avenue Securities LLC | 117,561 | $24.8M | 0.28% | −5,768−4.7% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 117,172 | $24.7M | 0.69% | −28,225−19.4% | Reduced |
| Nemes Rush Group LLC | 123,206 | $24.7M | 3.58% | −2,194−1.7% | Reduced |
| Clear Harbor Asset Management, LLC | 116,895 | $24.6M | 2.02% | −491−0.4% | Reduced |
| Adell Harriman & Carpenter Inc | 116,647 | $24.6M | 1.79% | +1,523+1.3% | Added |
| Easterly Investment Partners LLC | 116,019 | $24.5M | 1.96% | −5,603−4.6% | Reduced |
| Callahan Advisors, LLC | 115,787 | $24.4M | 2.38% | −9,315−7.4% | Reduced |
| Private Capital Management, LLC | 115,003 | $24.2M | 2.66% | −933−0.8% | Reduced |
| Alerus Financial NA | 114,618 | $24.2M | 1.77% | −3,707−3.1% | Reduced |
| Gillespie Robinson & Grimm Inc | 114,586 | $24.2M | 1.88% | −297−0.3% | Reduced |
| VGI Partners Ltd | 113,796 | $24.0M | 2.12% | −29,939−20.8% | Reduced |
| Forbes J M & Co LLP | 113,744 | $24.0M | 2.34% | −759−0.7% | Reduced |
| Verity & Verity, LLC | 113,640 | $24.0M | 2.35% | −1,285−1.1% | Reduced |
| Drexel Morgan & Co. | 113,589 | $24.0M | 4.45% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 106,421 | $23.9M | 1.02% | +3,952+3.9% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 113,534 | $23.9M | 1.29% | +2,617+2.4% | Added |
| Foundations Investment Advisors, LLC | 113,338 | $23.9M | 0.50% | +18,182+19.1% | Added |
| Mutual Advisors, LLC | 105,932 | $23.8M | 0.70% | +447+0.4% | Added |