JPMorgan Chase & Co
JPM.PC- 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; 9 institutions reported holding it in 13F filings for Q2 2026, worth $3.99M in total; no superinvestor holds it.
Other share classesJPMAMJBVYLDJPM.PDJPM.PJJPM.PKJPM.PLJPM.PM
Q4 2022 vs. Q3 2022
How the institutions holding JPMorgan Chase & Co changed between Q3 2022 and Q4 2022.
All holders in Q4 2022All holders in Q3 2022
| Measure | Q3 2022 | Q4 2022 | Change |
|---|---|---|---|
| Holders | 9 | 12 | +3 |
| Shares | 1.13M | 381.2K | −753.3K (−66.4%) |
| Value | $28.3M | $9.44M | −$18.9M (−66.7%) |
New holders (6)
Institutions that held JPMorgan Chase & Co at the end of Q4 2022 but not at the end of Q3 2022.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Old North State Trust, LLC | 4,150 | $103.0K | 0.07% |
| Bartlett & Co. LLC | 3,070 | $76.0K | 0.00% |
| Bartlett & Co. Wealth Management LLC | 3,070 | $76.0K | 0.00% |
| Register Financial Advisors LLC | 1,600 | $39.6K | 0.03% |
| The PNC Financial Services Group, Inc. | 264 | $6.54K | 0.00% |
| Boyd Watterson Asset Management LLC | 125 | $3.08K | 0.00% |
Sold out (3)
Institutions that held JPMorgan Chase & Co at the end of Q3 2022 and filed for Q4 2022 without it.
| Institution | Shares, Q3 2022 | Value, Q3 2022 |
|---|---|---|
| Connectus Wealth, LLC | 691,232 | $17.2M |
| Oxbow Advisors, LLC | 71,952 | $1.80M |
| Accel Wealth Management | 2,000 | $50.0K |