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 | 5,103 | $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 |
|---|---|---|---|---|---|
| Lyell Wealth Management, LP | 89,875 | $19.0M | 1.72% | +1,486+1.7% | Added |
| Biondo Investment Advisors, LLC | 89,805 | $18.9M | 2.60% | −418−0.5% | Reduced |
| Osher Van de Voorde Investment Management | 89,797 | $18.9M | 4.10% | −370−0.4% | Reduced |
| Westchester Capital Management, Inc. | 89,665 | $18.9M | 4.59% | −2,825−3.1% | Reduced |
| Ledyard National Bank | 89,656 | $18.9M | 1.73% | −1,502−1.6% | Reduced |
| Grimes & Company, Inc. | 89,559 | $18.9M | 0.51% | −2,266−2.5% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 89,457 | $18.9M | 1.86% | −4,293−4.6% | Reduced |
| Brookstone Capital Management | 89,300 | $18.8M | 0.28% | +3,652+4.3% | Added |
| Banque Cantonale Vaudoise | 89,119 | $18.8M | 0.77% | +2,592+3.0% | Added |
| Procyon Private Wealth Partners, LLC | 89,100 | $18.8M | 1.29% | −2,293−2.5% | Reduced |
| Edmond de Rothschild Holding S.A. | 88,509 | $18.7M | 0.30% | −20.0% | Reduced |
| Chicago Partners Investment Group LLC | 83,338 | $18.6M | 0.66% | −1,167−1.4% | Reduced |
| Sand Hill Global Advisors, LLC | 88,047 | $18.6M | 0.78% | −3,001−3.3% | Reduced |
| We Are One Seven, LLC | 87,849 | $18.5M | 0.80% | −1,148−1.3% | Reduced |
| Bleakley Financial Group, LLC | 87,605 | $18.5M | 0.56% | +429+0.5% | Added |
| Peak Asset Management, LLC | 87,602 | $18.5M | 3.48% | −3,762−4.1% | Reduced |
| Harbour Trust & Investment Management Co | 87,524 | $18.5M | 2.10% | +308+0.4% | Added |
| Temasek Holdings (Private) Ltd | 87,431 | $18.4M | 0.07% | 00.0% | Unchanged |
| Montag A & Associates Inc | 87,371 | $18.4M | 0.87% | +367+0.4% | Added |
| Torray LLC | 87,219 | $18.4M | 2.57% | +2,643+3.1% | Added |
| Summit Financial, LLC | 87,109 | $18.4M | 0.72% | +13,160+17.8% | Added |
| Ballentine Partners, LLC | 86,853 | $18.3M | 0.31% | +5,368+6.6% | Added |
| CCM Investment Advisers LLC | 86,837 | $18.3M | 2.04% | −3,576−4.0% | Reduced |
| German American Bancorp, Inc. | 86,589 | $18.3M | 1.93% | +6,706+8.4% | Added |
| Wedbush Securities Inc | 86,474 | $18.2M | 0.68% | −14,278−14.2% | Reduced |
| Hamilton Capital Partners Inc. | 86,157 | $18.2M | 1.57% | +8,001+10.2% | Added |
| Farmers Trust Co | 86,111 | $18.2M | 3.39% | +3,123+3.8% | Added |
| First Financial Bank - Trust Division | 86,019 | $18.1M | 1.66% | −2,181−2.5% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 80,367 | $18.1M | 0.16% | +29,014+56.5% | Added |
| Middleton & Co Inc | 85,463 | $18.0M | 1.99% | −1,324−1.5% | Reduced |
| Q Capital Solutions | 85,417 | $18.0M | 6.24% | +21,804+34.3% | Added |
| Ashburton (Jersey) Ltd | 86,955 | $18.0M | 6.53% | −1,777−2.0% | Reduced |
| MainStreet Investment Advisors LLC | 85,232 | $18.0M | 2.39% | −5,983−6.6% | Reduced |
| Charter Trust Co | 84,970 | $17.9M | 1.14% | −2,174−2.5% | Reduced |
| Veriti Management LLC | 84,882 | $17.9M | 0.96% | −3,450−3.9% | Reduced |
| Hilltop Holdings Inc. | 84,611 | $17.8M | 1.16% | +44,406+110.4% | Added |
| ExodusPoint Capital Management, LP | 84,553 | $17.8M | 0.18% | +84,553 | New |
| Woodmont Investment Counsel LLC | 84,531 | $17.8M | 1.34% | −70.0% | Reduced |
| Nixon Peabody Trust Co | 84,398 | $17.8M | 1.48% | +442+0.5% | Added |
| Sienna Gestion | 84,491 | $17.8M | 1.18% | +19,069+29.1% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 84,238 | $17.8M | 1.23% | −8,385−9.1% | Reduced |
| Everence Capital Management Inc | 83,705 | $17.6M | 1.11% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 83,684 | $17.6M | 0.23% | +83,684 | New |
| Aviance Capital Partners, LLC | 83,490 | $17.6M | 2.32% | −624−0.7% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 83,380 | $17.6M | 2.99% | −2,357−2.7% | Reduced |
| Novare Capital Management LLC | 83,124 | $17.5M | 1.49% | −1,799−2.1% | Reduced |
| GAM Holding AG | 82,965 | $17.5M | 1.39% | +9,151+12.4% | Added |
| Verdence Capital Advisors LLC | 82,945 | $17.5M | 1.39% | −6,996−7.8% | Reduced |
| NewSquare Capital LLC | 83,136 | $17.4M | 1.38% | +2,136+2.6% | Added |
| Means Investment Co., Inc. | 82,049 | $17.3M | 1.92% | −596−0.7% | Reduced |
| Dnca Finance | 81,766 | $17.2M | 1.48% | −42,250−34.1% | Reduced |
| GAMMA Investing LLC | 81,725 | $17.2M | 1.71% | +9,990+13.9% | Added |
| United Asset Strategies, Inc. | 81,409 | $17.2M | 1.60% | +1,312+1.6% | Added |
| Core Alternative Capital | 81,393 | $17.2M | 3.32% | −5,742−6.6% | Reduced |
| Palisade Asset Management, LLC | 81,231 | $17.1M | 1.68% | −1,278−1.5% | Reduced |
| Gladstone Institutional Advisory LLC | 81,121 | $17.1M | 0.84% | −42,884−34.6% | Reduced |
| Alpine Woods Capital Investors, LLC | 71,475 | $17.1M | 3.00% | −10,611−12.9% | Reduced |
| Pictet North America Advisors SA | 81,007 | $17.1M | 1.69% | +882+1.1% | Added |
| Arkadios Wealth Advisors | 80,681 | $17.0M | 0.96% | +16,697+26.1% | Added |
| Tufton Capital Management | 80,669 | $17.0M | 3.19% | −2,009−2.4% | Reduced |
| Whitener Capital Management, Inc. | 80,415 | $17.0M | 4.81% | +623+0.8% | Added |
| Baxter Bros Inc | 80,231 | $16.9M | 2.20% | −9,157−10.2% | Reduced |
| Forum Financial Management, LP | 80,159 | $16.9M | 0.28% | −1,052−1.3% | Reduced |
| Integrated Advisors Network LLC | 80,111 | $16.9M | 0.81% | +5,134+6.8% | Added |
| WoodTrust Financial Corp | 80,106 | $16.9M | 2.40% | +1,067+1.3% | Added |
| Cape Cod Five Cents Savings Bank | 80,099 | $16.9M | 1.55% | −300−0.4% | Reduced |
| Mission Wealth Management, LP | 80,059 | $16.9M | 0.42% | +23,230+40.9% | Added |
| General American Investors Co Inc | 80,000 | $16.9M | 1.17% | 00.0% | Unchanged |
| Archon Partners LLC | 80,000 | $16.9M | 1.95% | 00.0% | Unchanged |
| James Investment Research Inc | 79,931 | $16.9M | 1.94% | −1,057−1.3% | Reduced |
| Transcend Wealth Collective, LLC | 79,738 | $16.8M | 1.13% | −3,121−3.8% | Reduced |
| Copeland Capital Management, LLC | 79,481 | $16.8M | 0.29% | +35,439+80.5% | Added |
| FourThought Financial Partners, LLC | 79,286 | $16.7M | 1.98% | −1,411−1.7% | Reduced |
| Barlow Wealth Partners, Inc. | 79,230 | $16.7M | 2.18% | +383+0.5% | Added |
| Tudor Investment Corp Et Al | 79,243 | $16.7M | 0.18% | +75,926+2,289.0% | Added |
| Tokio Marine Asset Management Co Ltd | 78,997 | $16.7M | 0.73% | +5,241+7.1% | Added |
| NatWest Group plc | 78,856 | $16.6M | 4.92% | +6,296+8.7% | Added |
| Summit Trail Advisors, LLC | 78,843 | $16.6M | 0.41% | +6,099+8.4% | Added |
| BTC Capital Management, Inc. | 78,547 | $16.6M | 1.47% | −5,027−6.0% | Reduced |
| Hudson Valley Investment Advisors Inc | 77,752 | $16.4M | 1.81% | −11,767−13.1% | Reduced |
| Boston Financial Mangement LLC | 77,695 | $16.4M | 0.49% | +699+0.9% | Added |
| King Wealth | 77,474 | $16.3M | 2.55% | −1,110−1.4% | Reduced |
| GDS Wealth Management | 77,416 | $16.3M | 1.59% | +4,700+6.5% | Added |
| Community Bank, N.A. | 77,398 | $16.3M | 2.06% | −710−0.9% | Reduced |
| Wealthspire Advisors, LLC | 76,921 | $16.2M | 0.17% | +3,060+4.1% | Added |
| CAPROCK Group, Inc. | 76,866 | $16.2M | 0.59% | +889+1.2% | Added |
| Advisors Asset Management, Inc. | 76,818 | $16.2M | 0.30% | −1,780−2.3% | Reduced |
| Tompkins Financial Corp | 76,720 | $16.2M | 1.55% | −1,082−1.4% | Reduced |
| Ashton Thomas Private Wealth, LLC | 76,560 | $16.1M | 0.86% | −72−0.1% | Reduced |
| North Star Asset Management Inc | 76,514 | $16.1M | 0.72% | +100+0.1% | Added |
| Burns J W & Co Inc | 76,437 | $16.1M | 2.10% | −877−1.1% | Reduced |
| Stockman Wealth Management, Inc. | 75,905 | $16.0M | 2.49% | −508−0.7% | Reduced |
| GLOBALT Investments LLC | 75,871 | $16.0M | 0.60% | −312−0.4% | Reduced |
| AIA Group Ltd | 75,854 | $16.0M | 0.41% | +1,601+2.2% | Added |
| Telos Capital Management, Inc. | 75,352 | $15.9M | 1.67% | −223−0.3% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 75,249 | $15.9M | 0.56% | −6,032−7.4% | Reduced |
| Circle Wealth Management, LLC | 75,165 | $15.8M | 0.35% | −1,582−2.1% | Reduced |
| Siemens Fonds Invest GmbH | 74,974 | $15.8M | 1.26% | −603−0.8% | Reduced |
| Sowell Financial Services LLC | 74,666 | $15.7M | 0.73% | −3,646−4.7% | Reduced |
| Altrafin AG | 74,104 | $15.6M | 5.63% | −338−0.5% | Reduced |