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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

Q4 2021 vs. Q3 2021

How the institutions holding JPMorgan Chase & Co changed between Q3 2021 and Q4 2021.

All holders in Q4 2021All holders in Q3 2021

13F holders of JPM: Q3 2021 compared with Q4 2021
MeasureQ3 2021Of which not filed for Q4 2021Q4 2021Change
Holders3,239533,595+409
Shares2.09B3.56M2.09B+274.8K (0.0%)
Value$342.0B$581.2M$330.1B−$11.4B (−3.3%)

53 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so the changes leave them out.

New holders (498)

Institutions that held JPMorgan Chase & Co at the end of Q4 2021 but not at the end of Q3 2021.

Showing the largest 100 of 498 by value.

Institutions new to JPM in Q4 2021
InstitutionSharesValue% of portfolio
National Bank of Canada1,880,677$298.0M1.25%
Allspring Global Investments Holdings, LLC1,751,712$277.4M0.31%
TD Waterhouse Canada Inc.916,803$165.3M1.61%
Paralel Advisors LLC1,028,000$162.8M9.43%
LGT Group Foundation716,107$113.4M2.92%
Yousif Capital Management, LLC500,119$79.2M0.82%
Stonegate Investment Group, LLC470,916$74.6M3.13%
Fullerton Fund Management Co Ltd.365,389$57.9M2.90%
Industrial Alliance Investment Management Inc.274,823$43.5M1.00%
B. Metzler seel. Sohn & Co. AG274,095$43.4M0.56%
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH206,802$32.9M2.34%
MMBG Investment Advisors Co.200,910$31.8M3.06%
Mill Capital Management, LLC198,920$31.5M3.23%
Itau Unibanco Holding S.A.192,243$30.5M1.04%
Exane Asset Management167,254$26.5M6.91%
Congress Wealth Management LLC166,551$26.4M0.53%
Arvest Trust Co N A165,018$26.1M1.38%
Two Sigma Investments, LP155,819$24.7M0.06%
Gillson Capital LP130,342$20.6M1.34%
Eagle Rock Investment Company, LLC104,237$16.5M3.16%
Waverton Investment Management Ltd100,515$15.9M0.50%
NorthCrest Asset Manangement, LLC97,924$15.5M0.85%
Yarbrough Capital, LLC97,875$15.5M0.83%
Quest Investment Management LLC93,733$14.8M1.27%
Perfromance Wealth Partners, LLC89,795$14.2M0.57%
Discovery Capital Management, LLC86,300$13.7M1.06%
Desjardins Global Asset Management Inc.84,693$13.4M1.15%
Forum Financial Management, LP83,301$13.2M0.68%
CWM, LLC81,957$13.0M0.09%
Sonora Investment Management Group, LLC81,876$13.0M1.51%
Ardent Capital Management, Inc.77,109$12.2M8.11%
LGT Fund Management Co Ltd.62,550$9.90M2.85%
Altrafin AG61,118$9.68M3.50%
Carmel Capital Management L.L.C.56,568$8.96M4.40%
American Trust51,774$8.20M0.63%
Connectus Wealth, LLC48,101$7.62M0.30%
Washington Trust Advisors, Inc.47,610$7.54M0.51%
Axxcess Wealth Management, LLC46,038$7.29M0.55%
HB Wealth Management, LLC43,862$6.95M0.14%
Schechter Investment Advisors, LLC40,708$6.45M0.58%
Charles Carroll Financial Partners, LLC40,170$6.36M6.32%
Patient Capital Management, LLC39,900$6.32M2.56%
Tradewinds, LLC.33,986$5.78M6.82%
Martingale Asset Management L P36,490$5.78M0.07%
NEIRG Wealth Management, LLC35,559$5.63M1.08%
Arrowstreet Capital, Limited Partnership35,391$5.60M0.01%
Chemistry Wealth Management LLC35,160$5.57M4.67%
Next Level Private LLC35,160$5.57M4.67%
Confluence Wealth Services, Inc.33,865$5.36M1.73%
Concorde Financial Corp30,559$5.08M3.20%
Ahl Investment Management, Inc.31,805$5.04M4.60%
McBroom & Associates, LLC31,397$4.97M3.74%
Bill Few Associates, Inc.31,252$4.95M2.56%
Western Wealth Management, LLC31,158$4.94M0.49%
Lauterbach Financial Advisors, LLC31,180$4.94M4.36%
Wealth Effects LLC30,780$4.87M2.02%
Castleview Partners, LLC766,449$4.84M0.04%
Audent Global Asset Management, LLC30,104$4.77M2.00%
Ally Financial Inc.30,000$4.75M0.43%
CSS LLC30,000$4.75M0.21%
Highlander Partners, L.P.29,000$4.59M5.60%
RBA Wealth Management, LLC28,665$4.54M2.14%
Andrew Hill Investment Advisors, Inc.28,608$4.53M4.23%
Account Management LLC28,477$4.51M3.89%
Ameritas Advisory Services, LLC28,181$4.46M0.16%
Seven Eight Capital, LP28,167$4.46M0.80%
GDS Wealth Management27,809$4.40M0.99%
Baader Bank INC27,725$4.39M0.35%
Enhancing Capital LLC27,490$4.35M4.73%
Ascent Group, LLC29,891$4.34M0.55%
apricus wealth, LLC26,864$4.25M3.80%
Options Solutions, LLC26,422$4.18M3.80%
Peterson Wealth Services25,960$4.11M2.73%
Metis Global Partners, LLC25,882$4.10M1.14%
Financial Advisory Partners, LLC25,631$4.06M1.48%
MBB Public Markets I LLC25,373$4.02M0.08%
Magnetar Financial LLC25,367$4.02M0.04%
Duality Advisers, LP25,323$4.01M0.43%
Mechanics Financial Corp24,800$3.93M1.86%
Udine Wealth Management, Inc.24,379$3.86M3.98%
NCM Capital Management, LLC22,928$3.63M3.22%
Scissortail Wealth Management, LLC22,677$3.59M1.38%
Dynamic Technology Lab Private Ltd22,265$3.53M0.39%
Mystic Asset Management, Inc.22,246$3.52M1.66%
C2C Wealth Management, LLC21,759$3.44M0.49%
Stone Point Wealth LLC21,697$3.44M2.79%
Braun-Bostich & Associates Inc.22,847$3.43M0.82%
Northcape Wealth Management, LLC21,618$3.42M1.15%
CoreCap Advisors, LLC21,004$3.33M0.22%
Silicon Valley Community Foundation20,905$3.31M0.22%
Comprehensive Financial Consultants Institutional, Inc.22,016$3.26M2.09%
Northstar Advisory Group, LLC20,421$3.23M1.92%
Passive Capital Management, LLC.20,117$3.19M1.80%
Fractal Investments LLC20,089$3.18M1.10%
Hancock Whitney Investment Services Inc.19,718$3.13M0.54%
Royal Capital Wealth Management, LLC19,601$3.10M3.01%
New Century Advisors, LLC19,125$3.03M2.87%
Long Run Wealth Advisors, LLC18,997$3.02M1.05%
Prosperity Consulting Group, LLC20,099$3.01M2.26%
Leonteq Securities AG18,886$2.99M0.14%

Sold out (89)

Institutions that held JPMorgan Chase & Co at the end of Q3 2021 and filed for Q4 2021 without it.

Institutions that sold out of JPM in Q4 2021
InstitutionShares, Q3 2021Value, Q3 2021
AMP Capital Investors Ltd832,893$136.4M
Beutel, Goodman & Co Ltd.339,902$55.6M
Parallax Volatility Advisers, L.P.235,694$38.6M
Ergoteles LLC210,083$34.4M
Graticule Asia Macro Advisors LLC167,581$27.4M
UBS Oconnor LLC135,000$22.1M
Lombard Odier Asset Management (Europe) Ltd131,243$21.5M
Capital Growth Management LP80,000$13.1M
Weiss Multi-Strategy Advisers LLC62,500$10.2M
Meeder Asset Management Inc56,682$9.28M
McDonald Partners LLC51,562$8.44M
TT International Asset Management LTD51,509$8.43M
QVT Financial LP50,262$8.23M
JS Capital Management LLC50,000$8.19M
Quantitative Investment Management, LLC44,643$7.31M
Carlson Capital L P41,800$6.84M
Alight Capital Management LP40,000$6.55M
Value Partners Investments Inc.39,120$6.37M
Taylor, Cottrill, Erickson & Associates, Inc.38,568$6.31M
CastleArk Alternatives, LLC38,070$6.23M
FORA Capital, LLC37,037$6.06M
Ilmarinen Mutual Pension Insurance Co35,000$5.73M
Global Retirement Partners, LLC34,392$5.63M
Point72 Hong Kong Ltd29,633$4.85M
Crestline Management, LP25,251$4.13M
Sawgrass Asset Management LLC23,719$3.88M
HAP Trading, LLC19,167$3.14M
DeDora Capital, Inc.16,984$2.78M
Quattro Financial Advisors LLC15,953$2.70M
MKP Capital Management, L.L.C.14,224$2.33M
MCF Advisors LLC13,398$2.19M
Sovarnum Capital L.P.12,500$2.05M
Granite Point Capital Management, L.P.10,000$1.64M
Bingham Osborn & Scarborough LLC9,893$1.62M
Kapitalo Investimentos Ltda8,500$1.39M
Advus Financial Partners, LLC7,696$1.22M
Cliftonlarsonallen Wealth Advisors, LLC6,798$1.11M
Interchange Capital Partners, LLC4,969$813.0K
Simplex Trading, LLC4,940$775.0K
Hobart Private Capital, LLC4,558$746.1K
Alyeska Investment Group, L.P.4,549$745.0K
Blue Water Life Science Advisors, LLC13,762$616.0K
Clal Insurance Enterprises Holdings Ltd3,500$573.0K
Botty Investors LLC3,198$523.0K
Matisse Capital3,031$496.0K
Tuttle Tactical Management3,026$495.0K
Blueshift Asset Management, LLC2,822$462.0K
Praetorian Wealth Management, Inc.2,628$430.0K
Golden Green, Inc.2,608$427.0K
Mountain Capital Investment Advisors, Inc2,432$414.0K
Walkner Condon Financial Advisors LLC2,446$401.0K
QVR LLC2,441$400.0K
Jeereddi Investments, LP2,313$379.0K
Wealth Advisors of Iowa, LLC2,164$354.0K
Joseph P. Lucia & Associates, LLC2,098$344.0K
BEAM Asset Management, LLC2,083$341.0K
Wescott Financial Advisory Group, LLC2,079$340.0K
Teza Capital Management LLC2,034$333.0K
Petix & Botte Co2,014$329.0K
ERn Financial, LLC1,879$308.0K
Alamar Capital Management, LLC1,796$294.0K
Ellsworth Advisors, LLC1,699$278.0K
Pinnacle Family Advisors, LLC1,628$266.0K
Seven Springs Wealth Group, LLC1,564$256.0K
Summit Place Financial Advisors, LLC1,499$245.0K
Twin Tree Management, LP1,479$242.0K
Essex Private Wealth Management, LLC1,436$235.0K
McGuire Investment Group, LLC1,432$234.0K
Quaker Wealth Management, LLC1,405$230.0K
Flaharty Asset Management, LLC1,381$226.0K
Cypress Point Wealth Management, LLC1,377$225.0K
GenTrust, LLC1,342$220.0K
Manatuck Hill Partners, LLC1,305$214.0K
Peak Financial Management, Inc.1,308$214.0K
Brand Asset Management Group, Inc.1,290$211.0K
Capstone Triton Financial Group, LLC1,224$209.0K
RHS Financial, LLC1,250$205.0K
Ashford Capital Management Inc1,242$203.0K
Burns Matteson Capital Management, LLC1,239$202.8K
White Lighthouse Investment Management Inc.1,227$201.0K
Atlas Private Wealth Advisors1,073$176.0K
Lountzis Asset Management, LLC1,050$171.9K
Cutler Capital Management, LLC1,000$164.0K
Resolute Partners Group726$119.0K
Red Tortoise LLC304$32.0K
Tfo-TDC, LLC185$30.0K
Cordant, Inc.45$7.00K
True Link Financial Advisors, LLC43$7.00K
Robinson Value Management, Ltd.37$6.00K

Not filed for Q4 2021 yet (53)

Institutions that held JPMorgan Chase & Co at the end of Q3 2021 and haven't filed a 13F for Q4 2021. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding JPM in Q3 2021 that haven't filed for Q4 2021
InstitutionShares, Q3 2021Value, Q3 2021
B. Metzler seel. Sohn & Co. Holding AG1,079,324$177.1M
Marshall Wace North America L.P.341,636$55.9M
Hexavest Inc.238,840$39.1M
Qci Asset Management Inc194,584$31.9M
Arvest Bank Trust Division171,478$28.1M
HighPoint Advisor Group LLC159,545$26.1M
Kdi Capital Partners LLC101,615$16.6M
Psagot Investment House Ltd.90,984$14.9M
Alexandria Capital, LLC88,535$14.5M
BBVA USA86,946$14.2M
World Asset Management Inc85,377$14.0M
Sonora Investment Management, LLC78,904$12.9M
NorthCoast Asset Management LLC58,963$9.66M
Eudaimonia Partners, LLC54,173$8.87M
Wealth Advisory Solutions, LLC54,041$8.85M
Landsberg, Bennett, & Dubbaneh LLC50,403$8.42M
Cardan Capital Partners, LLC51,308$8.40M
Mid Atlantic Financial Management Inc45,857$7.51M
Unified Trust Company, N.A.45,228$7.40M
Homrich & Berg42,629$6.98M
Granite Investment Advisors, LLC41,517$6.80M
Security National Trust Co43,269$6.73M
New England Investment & Retirement Group, Inc.35,338$5.79M
Fma Advisory Inc34,477$5.64M
Old Dominion Capital Management Inc29,992$4.91M
Ameritas Investment Company, LLC25,651$4.20M
Cascadia Advisory Services, LLC21,927$3.59M
Farr Miller & Washington LLC21,592$3.53M
Berman Capital Advisors, LLC16,833$2.75M
Knott David M16,740$2.74M
Harbor Financial Services, LLC13,806$2.26M
Professional Planning12,889$2.11M
Heritage Wealth Management, LLC11,730$1.92M
CAMG Solamere Management, LLC11,604$1.90M
Covenant Multifamily Offices, LLC10,574$1.78M
First Mercantile Trust Co10,486$1.72M
Mercer Capital Advisers, Inc.10,244$1.68M
Optimal Asset Management, Inc.9,883$1.62M
Green Harvest Asset Management LLC8,794$1.39M
Weather Gauge Advisory, LLC7,448$1.22M
Newport Wealth Strategies, Inc.4,137$677.0K
Filbrandt Wealth Management, LLC3,914$641.0K
BFT Financial Group, LLC3,297$540.0K
Gryphon International Investment CORP2,972$486.0K
Swaine & Leidel Wealth Services, LLC2,961$484.0K
Spotlight Asset Group, Inc.2,739$448.0K
Rinet Co LLC2,531$414.0K
Brouwer & Janachowski, LLC2,182$357.0K
Wealth Quarterback LLC16,131$337.0K
Derby & Company, Inc2,041$334.0K
Pacific Edge Advisors, LLC1,878$307.0K
Harborview Advisors, LLC1,812$297.0K
Towarzystwo Funduszy Inwestycyjnych Pzu SA1,324$216.7K