Skip to main content

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; 5,156 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, Q4 2021

Institutional positions in JPMorgan Chase & Co as of Dec 31, 2021. 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
3,594
+409 vs. Q3 2021
Shares held
2.09B
+281.0K (0.0%) vs. Q3 2021
Total value
$330.1B
−$11.4B (−3.3%) vs. Q3 2021
New holders
497
1,592 more added
Sold out
88
1,167 more reduced

54 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2021: 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.

Institutional holdersQ4 2021: 3,594 institutions
Q1 2021: 3,218 institutionsQ2 2021: 3,246 institutionsQ3 2021: 3,239 institutionsQ4 2021: 3,594 institutionsQ1 2022: 3,519 institutionsQ2 2022: 3,428 institutionsQ3 2022: 3,396 institutionsQ4 2022: 3,629 institutionsQ1 2023: 3,612 institutionsQ2 2023: 3,672 institutionsQ3 2023: 3,711 institutionsQ4 2023: 4,001 institutionsQ1 2024: 4,120 institutionsQ2 2024: 4,181 institutionsQ3 2024: 4,215 institutionsQ4 2024: 4,679 institutionsQ1 2025: 4,679 institutionsQ2 2025: 4,752 institutionsQ3 2025: 4,765 institutionsQ4 2025: 5,154 institutionsQ1 2026: 5,102 institutionsQ2 2026: 5,156 institutions
Value heldQ4 2021: $330.1B
Q1 2021: $330.3BQ2 2021: $329.3BQ3 2021: $342.0BQ4 2021: $330.1BQ1 2022: $278.9BQ2 2022: $229.3BQ3 2022: $212.9BQ4 2022: $278.3BQ1 2023: $266.3BQ2 2023: $297.6BQ3 2023: $297.0BQ4 2023: $351.8BQ1 2024: $414.5BQ2 2024: $416.2BQ3 2024: $429.4BQ4 2024: $490.0BQ1 2025: $494.6BQ2 2025: $582.4BQ3 2025: $618.0BQ4 2025: $639.5BQ1 2026: $572.0BQ2 2026: $643.7B
Institutions holding JPM and their total value by quarter
QuarterHoldersValue
Q2 20265,156$643.7B
Q1 20265,102$572.0B
Q4 20255,154$639.5B
Q3 20254,765$618.0B
Q2 20254,752$582.4B
Q1 20254,679$494.6B
Q4 20244,679$490.0B
Q3 20244,215$429.4B
Q2 20244,181$416.2B
Q1 20244,120$414.5B
Q4 20234,001$351.8B
Q3 20233,711$297.0B
Q2 20233,672$297.6B
Q1 20233,612$266.3B
Q4 20223,629$278.3B
Q3 20223,396$212.9B
Q2 20223,428$229.3B
Q1 20223,519$278.9B
Q4 20213,594$330.1B
Q3 20213,239$342.0B
Q2 20213,246$329.3B
Q1 20213,218$330.3B

Institutions, Q4 2021

Shares, value and share of portfolio for each institution holding JPMorgan Chase & Co; share changes are against Q3 2021.

Institutions holding JPM in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Regency Capital Management Inc.2$00.00%−32−94.1%Reduced
Transamerica Financial Advisors, Inc.5$1.00K0.03%00.0%Unchanged
Insight Financial Services10$1.00K0.00%+10New
Alpha Paradigm Partners, LLC13$2.00K0.00%00.0%Unchanged
Activest Wealth Management20$3.00K0.00%−411−95.4%Reduced
Macroview Investment Management LLC18$3.00K0.00%00.0%Unchanged
Davidson Capital Management Inc.17$3.00K0.00%+1+6.3%Added
Aquire Wealth Advisors, LLC19$3.00K0.00%+19New
Kessler Investment Group, LLC26$4.00K0.00%+26New
Elequin Capital LP23$4.00K0.00%+23New
CarsonAllaria Wealth Management, Ltd.25$4.00K0.00%+25New
C M Bidwell & Associates Ltd35$6.00K0.00%00.0%Unchanged
Your Advocates Ltd., LLP50$8.00K0.00%00.0%Unchanged
Clear Investment Research, LLC53$8.00K0.01%+51+2,550.0%Added
Cedar Wealth Management, LLC48$8.00K0.00%+48New
USA Financial Portformulas Corp70$11.0K0.01%−99−58.6%Reduced
Ranger Investment Management, L.P.72$11.0K0.00%00.0%Unchanged
Sageworth Trust Co70$11.0K0.00%00.0%Unchanged
Bivin & Associates, Inc.80$13.0K0.01%+80New
PFG Private Wealth Management, LLC91$14.0K0.01%−267−74.6%Reduced
Ravenstone Capital Management Inc.93$14.7K0.01%00.0%Unchanged
FAI Wealth Management100$15.0K0.01%00.0%Unchanged
Johnson Midwest Financial, LLC93$15.0K0.01%+1+1.1%Added
Savior LLC101$16.0K0.01%+1+1.0%Added
ClariVest Asset Management LLC97$16.0K0.00%00.0%Unchanged
Red Cedar Capital, LLC100$16.0K0.01%00.0%Unchanged
Emerald Advisers, LLC100$16.0K0.00%+100New
Intelligent Financial Strategies100$16.0K0.01%+100New
Navigation Wealth Management, Inc.110$17.0K0.02%00.0%Unchanged
Gould Capital, LLC104$17.0K0.01%+104New
Advanced Research Investment Solutions, LLC132$20.0K0.01%+25+23.4%Added
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.130$21.0K0.01%−30−18.8%Reduced
Strengthening Families & Communities, LLC131$21.0K0.02%+131New
HBC Financial Services, PLLC147$23.0K0.01%−1−0.7%Reduced
Retirement Group, LLC151$24.0K0.01%00.0%Unchanged
Cornerstone Management, Inc.154$24.4K0.01%+154New
HighMark Wealth Management LLC157$25.0K0.02%+1+0.6%Added
Wealthstreet Investment Advisors, LLC166$26.0K0.64%00.0%Unchanged
Lowe Wealth Advisors, LLC165$26.0K0.01%+115+230.0%Added
McCarthy Grittinger Financial Group, LLC173$27.4K0.01%00.0%Unchanged
Clear Perspectives Financial Planning, LLC175$28.0K0.01%00.0%Unchanged
Carroll Investors, Inc196$30.0K0.02%+196New
MBM Wealth Consultants, LLC195$31.0K0.01%00.0%Unchanged
Disciplina Capital Management LLC197$31.2K0.01%+197New
Financial Connections Group, Inc.206$32.0K0.03%+206New
Thomas J. Herzfeld Advisors, Inc.209$33.0K0.01%00.0%Unchanged
Mach-1 Financial Group, Inc.215$34.0K0.02%+215New
Bellwether Advisors, LLC223$35.0K0.01%00.0%Unchanged
Turim 21 Investimentos Ltda.234$37.0K0.02%00.0%Unchanged
Carolina Wealth Advisors, LLC235$37.0K0.02%+150+176.5%Added
Lumature Wealth Partners, LLC243$38.0K0.01%−65−21.1%Reduced
Danda Trouve Investment Management, Inc.254$40.0K0.05%+2+0.8%Added
Laurel Wealth Planning LLC252$40.0K0.03%00.0%Unchanged
Iron Horse Wealth Management, LLC290$46.0K0.03%00.0%Unchanged
Advocacy Wealth Management Services, LLC309$49.0K0.01%00.0%Unchanged
Lloyd Advisory Services, LLC.315$50.0K0.02%−36−10.3%Reduced
Evolution Advisers, Inc.331$52.0K0.04%+331New
Leverty Financial Group, LLC346$54.0K0.04%+346New
Enterprise Trust & Investment Co360$57.0K0.02%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC374$59.0K0.02%00.0%Unchanged
MayTech Global Investments, LLC375$59.0K0.01%00.0%Unchanged
Monolith Advisors374$59.0K0.05%+374New
Veritas Investment Management (UK) Ltd380$60.0K0.01%00.0%Unchanged
Cedar Mountain Advisors, LLC388$61.0K0.02%00.0%Unchanged
Barnett & Company, Inc.390$62.0K0.04%−10−2.5%Reduced
Delos Wealth Advisors, LLC406$64.0K0.06%+403+13,433.3%Added
Ten Capital Wealth Advisors, LLC412$65.0K0.03%00.0%Unchanged
Horizon Financial Services, LLC417$66.1K0.04%+2+0.5%Added
Karlinski Andrew C423$67.0K0.12%+423New
Tower View Investment Management & Research LLC429$68.0K0.03%+1+0.2%Added
Miller Wealth Advisors, LLC450$71.0K0.05%+450New
Acima Private Wealth, LLC459$73.0K0.03%00.0%Unchanged
Western Pacific Wealth Management, LP492$77.0K0.05%+492New
Tevis Investment Management506$80.0K0.07%+506New
Mizuho Securities Co. Ltd.509$81.0K0.03%−584−53.4%Reduced
Bay Harbor Wealth Management, LLC530$81.0K0.03%+20+3.9%Added
IndexIQ Advisors LLC518$82.0K0.00%+518New
Estate Counselors, LLC555$87.0K0.01%00.0%Unchanged
Maryland Capital Advisors Inc.575$91.0K0.08%+575New
Hillsdale Investment Management Inc.615$97.0K0.01%−115−15.8%Reduced
RE Dickinson Investment Advisors, LLC613$97.0K0.07%+613New
McClarren Financial Advisors, Inc.635$100.0K0.07%+157+32.8%Added
Harding Loevner LP641$102.0K0.00%00.0%Unchanged
Stuart Chaussee & Associates, Inc.662$105.0K0.05%+154+30.3%Added
Castle Financial & Retirement Planning Associates, Inc.671$105.0K0.36%+671New
Guardian Wealth Management, Inc.679$108.0K0.10%+679New
Lake Point Wealth Management701$111.0K0.05%00.0%Unchanged
TAP Consulting, LLC698$111.0K0.03%+698New
McCarthy Asset Management, Inc.708$112.0K0.08%00.0%Unchanged
Financial Avengers, Inc.710$112.0K0.07%+153+27.5%Added
RPg Family Wealth Advisory, LLC709$112.3K0.04%−341−32.5%Reduced
Tucker Asset Management LLC719$113.9K0.04%+24+3.5%Added
Bell Investment Advisors, Inc718$114.0K0.03%−133−15.6%Reduced
Rather & Kittrell, Inc.723$114.0K0.10%+723New
Valley Forge Investment Consultants Inc Adv735$116.0K0.05%+174+31.0%Added
West Financial Advisors, LLC750$119.0K0.03%00.0%Unchanged
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna807$127.9K0.04%−190−19.1%Reduced
Private Ocean, LLC812$129.0K0.02%+29+3.7%Added
Cordasco Financial Network833$132.0K0.08%00.0%Unchanged
HC Financial Advisors Inc868$137.0K0.08%00.0%Unchanged