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 |
|---|---|---|---|---|---|
| Cantor Fitzgerald Investment Adviser L.P. | 112,975 | $23.8M | 1.62% | +1,556+1.4% | Added |
| Choate Investment Advisors | 112,907 | $23.8M | 0.61% | +997+0.9% | Added |
| Motley Fool Asset Management LLC | 114,500 | $23.7M | 1.40% | +3,009+2.7% | Added |
| Logan Capital Management Inc | 112,286 | $23.7M | 0.98% | −16,621−12.9% | Reduced |
| Colonial Trust Advisors | 112,256 | $23.7M | 2.05% | +4,741+4.4% | Added |
| Azimuth Capital Investment Management LLC | 112,233 | $23.7M | 0.92% | −2,909−2.5% | Reduced |
| Sonora Investment Management Group, LLC | 112,166 | $23.7M | 1.75% | +1,627+1.5% | Added |
| Stillwater Capital Advisors, LLC | 112,113 | $23.6M | 3.05% | −1,370−1.2% | Reduced |
| Fred Alger Management, LLC | 111,678 | $23.5M | 0.11% | +3,854+3.6% | Added |
| Rbo & Co LLC | 111,432 | $23.5M | 3.71% | −251−0.2% | Reduced |
| DuPont Capital Management Corp | 111,410 | $23.5M | 1.96% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 111,408 | $23.5M | 3.12% | +9,622+9.5% | Added |
| Empowered Funds, LLC | 111,062 | $23.4M | 0.37% | +8,893+8.7% | Added |
| J.P. Marvel Investment Advisors, LLC | 110,598 | $23.3M | 3.80% | −113−0.1% | Reduced |
| Ninety One SA (PTY) Ltd | 111,019 | $23.3M | 5.09% | +111,019 | New |
| Dearborn Partners LLC | 110,223 | $23.2M | 0.94% | −245−0.2% | Reduced |
| Harvest Portfolios Group Inc. | 109,942 | $23.2M | 0.77% | −11,633−9.6% | Reduced |
| Courant Investment Management LLC | 109,592 | $23.1M | 19.41% | −5,000−4.4% | Reduced |
| Texas Yale Capital Corp. | 109,488 | $23.1M | 1.00% | +662+0.6% | Added |
| South Dakota Investment Council | 109,274 | $23.0M | 0.45% | −5,600−4.9% | Reduced |
| Smith Group Asset Management, LLC | 109,040 | $23.0M | 1.91% | +2,254+2.1% | Added |
| Longbow Finance SA | 108,961 | $23.0M | 2.45% | +1,121+1.0% | Added |
| Vident Advisory, LLC | 108,487 | $22.9M | 0.58% | +6,314+6.2% | Added |
| Sumitomo Life Insurance Co | 108,419 | $22.9M | 0.45% | +36,860+51.5% | Added |
| Freestone Capital Holdings, LLC | 108,271 | $22.8M | 0.79% | −1,481−1.3% | Reduced |
| Linscomb & Williams, Inc. | 107,913 | $22.8M | 1.13% | −2,306−2.1% | Reduced |
| Edge Capital Group, LLC | 107,641 | $22.7M | 1.01% | +9,802+10.0% | Added |
| First American Trust, FSB | 106,842 | $22.5M | 2.23% | −7,028−6.2% | Reduced |
| SS&H Financial Advisors, Inc. | 106,532 | $22.5M | 8.18% | +421+0.4% | Added |
| Grassi Investment Management | 106,458 | $22.4M | 1.94% | −844−0.8% | Reduced |
| Old National Bancorp | 105,690 | $22.3M | 0.51% | −14,382−12.0% | Reduced |
| ArrowMark Colorado Holdings LLC | 105,471 | $22.2M | 0.28% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 105,317 | $22.2M | 0.15% | +4,497+4.5% | Added |
| Birch Hill Investment Advisors LLC | 104,965 | $22.1M | 1.04% | −2,602−2.4% | Reduced |
| Rothschild Capital Partners, LLC | 104,930 | $22.1M | 6.17% | +749+0.7% | Added |
| Washington Trust Bank | 104,859 | $22.1M | 2.12% | −2,909−2.7% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 103,694 | $21.9M | 2.34% | +210.0% | Added |
| Cary Street Partner Investment Advisory LLC | 103,662 | $21.9M | 0.81% | −451−0.4% | Reduced |
| Level Four Advisory Services, LLC | 98,492 | $21.9M | 0.92% | +29,657+43.1% | Added |
| Nomura Holdings Inc | 103,392 | $21.8M | 0.16% | −78,574−43.2% | Reduced |
| Kornitzer Capital Management Inc | 103,102 | $21.7M | 0.40% | +515+0.5% | Added |
| Davy Global Fund Management Ltd | 103,043 | $21.7M | 2.26% | −2,740−2.6% | Reduced |
| Shelton Capital Management | 102,625 | $21.6M | 0.56% | +13,191+14.7% | Added |
| F/M Investments LLC | 102,162 | $21.5M | 0.74% | +812+0.8% | Added |
| Cohen Capital Management, Inc. | 101,861 | $21.5M | 3.48% | +760+0.8% | Added |
| Trust Co of Toledo NA | 101,833 | $21.5M | 2.91% | +280+0.3% | Added |
| United Bank | 101,617 | $21.4M | 2.49% | −1,250−1.2% | Reduced |
| Empirical Finance, LLC | 101,277 | $21.4M | 1.25% | +2,154+2.2% | Added |
| Cullen Investment Group, Ltd. | 101,186 | $21.3M | 3.18% | +319+0.3% | Added |
| Webster Bank, N. A. | 101,114 | $21.3M | 2.27% | −4,219−4.0% | Reduced |
| Tritonpoint Wealth, LLC | 100,603 | $21.2M | 1.94% | +3,973+4.1% | Added |
| Anderson Hoagland & Co | 100,086 | $21.1M | 2.16% | −100.0% | Reduced |
| Oak Harvest Investment Services | 99,921 | $21.1M | 3.03% | +8,805+9.7% | Added |
| JPB Foundation | 99,855 | $21.1M | 2.22% | −150,000−60.0% | Reduced |
| Strategic Wealth Designers | 101,648 | $21.0M | 2.25% | +28,780+39.5% | Added |
| Congress Asset Management Co | 99,101 | $20.9M | 0.14% | −1,341−1.3% | Reduced |
| Assenagon Asset Management S.A. | 98,861 | $20.8M | 0.04% | +8,717+9.7% | Added |
| Thoroughbred Financial Services, LLC | 98,581 | $20.8M | 1.34% | −958−1.0% | Reduced |
| Bragg Financial Advisors, Inc | 98,327 | $20.7M | 0.85% | −1,023−1.0% | Reduced |
| Phoenix Holdings Ltd. | 98,261 | $20.7M | 0.31% | +10,344+11.8% | Added |
| Cidel Asset Management Inc | 98,214 | $20.7M | 1.46% | −310.0% | Reduced |
| Motco | 97,945 | $20.7M | 2.06% | −8,022−7.6% | Reduced |
| Yarbrough Capital, LLC | 97,875 | $20.6M | 0.84% | 00.0% | Unchanged |
| CSM Advisors, LLC | 97,800 | $20.6M | 1.34% | −2,452−2.4% | Reduced |
| Thompson Siegel & Walmsley LLC | 97,296 | $20.5M | 0.31% | +857+0.9% | Added |
| Cullinan Associates Inc | 91,852 | $20.5M | 1.16% | +2,909+3.3% | Added |
| Transform Wealth, LLC | 96,679 | $20.4M | 1.35% | +1,027+1.1% | Added |
| Cabot Wealth Management Inc | 96,535 | $20.4M | 2.54% | −1,463−1.5% | Reduced |
| Talbot Financial, LLC | 96,438 | $20.3M | 2.48% | +2,851+3.0% | Added |
| Albion Financial Group | 96,234 | $20.3M | 1.41% | −34,407−26.3% | Reduced |
| Guardian Capital Advisors LP | 97,850 | $20.3M | 2.00% | −457−0.5% | Reduced |
| Grand Jean Capital Management Inc | 95,958 | $20.2M | 4.53% | +7,499+8.5% | Added |
| Fort Sheridan Advisors LLC | 95,884 | $20.2M | 3.07% | +1,394+1.5% | Added |
| CWA Asset Management Group, LLC | 95,748 | $20.2M | 1.07% | +95,748 | New |
| Trust Co of Virginia | 94,997 | $20.0M | 1.79% | −2,612−2.7% | Reduced |
| Sumitomo Mitsui Financial Group, Inc. | 94,931 | $20.0M | 0.45% | +5,545+6.2% | Added |
| Fiduciary Group LLC | 94,621 | $20.0M | 2.02% | −778−0.8% | Reduced |
| TD Private Client Wealth LLC | 94,595 | $19.9M | 0.57% | +1,887+2.0% | Added |
| Spire Wealth Management | 94,149 | $19.9M | 0.67% | −4,332−4.4% | Reduced |
| Dynamic Advisor Solutions LLC | 93,743 | $19.8M | 0.59% | −2,021−2.1% | Reduced |
| Canandaigua National Bank & Trust Co | 93,566 | $19.7M | 1.88% | −5,772−5.8% | Reduced |
| Rossmore Private Capital | 93,284 | $19.7M | 2.43% | +319+0.3% | Added |
| Leavell Investment Management, Inc. | 92,995 | $19.6M | 0.98% | −604−0.6% | Reduced |
| Concurrent Investment Advisors, LLC | 92,932 | $19.6M | 0.58% | +6,678+7.7% | Added |
| GHP Investment Advisors, Inc. | 92,634 | $19.5M | 0.90% | +82+0.1% | Added |
| Beach Investment Counsel Inc | 92,549 | $19.5M | 2.41% | −1,253−1.3% | Reduced |
| Premier Fund Managers Ltd | 92,715 | $19.5M | 0.69% | +49,400+114.0% | Added |
| Beese Fulmer Investment Management, Inc. | 92,096 | $19.4M | 1.67% | −390.0% | Reduced |
| Terry L. Blaker | 91,956 | $19.4M | 0.74% | +1,038+1.1% | Added |
| JGP Wealth Management, LLC | 91,756 | $19.3M | 2.49% | −545−0.6% | Reduced |
| Wetherby Asset Management Inc | 91,751 | $19.3M | 0.88% | −1,495−1.6% | Reduced |
| Courier Capital LLC | 91,606 | $19.3M | 1.32% | −511−0.6% | Reduced |
| Rice Partnership, LLC | 91,477 | $19.3M | 3.88% | +2,377+2.7% | Added |
| Coldstream Capital Management Inc | 90,411 | $19.2M | 0.42% | +8,173+9.9% | Added |
| Edge Wealth Management LLC | 90,621 | $19.1M | 3.84% | −177−0.2% | Reduced |
| Optiver Holding B.V. | 90,591 | $19.1M | 0.49% | +88,999+5,590.4% | Added |
| Baldwin Brothers Inc | 90,407 | $19.1M | 1.30% | +4,650+5.4% | Added |
| Fifth Third Wealth Advisors LLC | 90,288 | $19.0M | 1.17% | +15,334+20.5% | Added |
| Northwestern Mutual Investment Management Company, LLC | 90,173 | $19.0M | 0.44% | −1,215−1.3% | Reduced |
| Cincinnati Financial Corp | 90,000 | $19.0M | 0.41% | 00.0% | Unchanged |