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, 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 5,157 | $643.7B |
| Q1 2026 | 5,102 | $572.0B |
| Q4 2025 | 5,154 | $639.5B |
| Q3 2025 | 4,765 | $618.0B |
| Q2 2025 | 4,752 | $582.4B |
| Q1 2025 | 4,679 | $494.6B |
| Q4 2024 | 4,679 | $490.0B |
| Q3 2024 | 4,215 | $429.4B |
| Q2 2024 | 4,181 | $416.2B |
| Q1 2024 | 4,120 | $414.5B |
| Q4 2023 | 4,001 | $351.8B |
| Q3 2023 | 3,711 | $297.0B |
| Q2 2023 | 3,672 | $297.6B |
| Q1 2023 | 3,612 | $266.3B |
| Q4 2022 | 3,629 | $278.3B |
| Q3 2022 | 3,396 | $212.9B |
| Q2 2022 | 3,428 | $229.3B |
| Q1 2022 | 3,519 | $278.9B |
| Q4 2021 | 3,594 | $330.1B |
| Q3 2021 | 3,239 | $342.0B |
| Q2 2021 | 3,246 | $329.3B |
| Q1 2021 | 3,218 | $330.3B |
Institutions, Q4 2021
Shares, value and share of portfolio for each institution holding JPMorgan Chase & Co; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Kaydan Wealth Management, Inc. | 5,237 | $829.3K | 0.31% | +5,237 | New |
| Element Wealth, LLC | 5,243 | $830.0K | 0.63% | +51+1.0% | Added |
| Horizon Wealth Management, LLC | 5,244 | $830.0K | 0.24% | +5,244 | New |
| Key Client Fiduciary Advisors, LLC | 5,245 | $831.0K | 0.69% | +5,245 | New |
| Norris Financial Group, LLC | 5,284 | $836.7K | 0.50% | +975+22.6% | Added |
| Knowledge Leaders Capital, LLC | 5,285 | $837.0K | 0.61% | −975−15.6% | Reduced |
| Titus Wealth Management | 5,283 | $837.0K | 0.38% | −287−5.2% | Reduced |
| First Command Financial Services, Inc. | 5,299 | $839.0K | 0.12% | −175−3.2% | Reduced |
| Greatmark Investment Partners, Inc. | 5,300 | $839.0K | 0.14% | +25+0.5% | Added |
| Montis Financial, LLC | 5,296 | $839.0K | 0.61% | +1,615+43.9% | Added |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 5,337 | $845.0K | 0.00% | 00.0% | Unchanged |
| Evernest Financial Advisors, LLC | 4,839 | $846.8K | 0.44% | +4,839 | New |
| McIlrath & Eck, LLC | 5,349 | $847.0K | 0.23% | +112+2.1% | Added |
| Omnia Family Wealth, LLC | 5,363 | $849.0K | 0.52% | 00.0% | Unchanged |
| S&T Bank | 5,361 | $849.0K | 0.12% | +41+0.8% | Added |
| Unio Capital LLC | 5,370 | $850.0K | 3.03% | −233−4.2% | Reduced |
| Ambassador Advisors, LLC | 5,367 | $850.0K | 0.16% | +100+1.9% | Added |
| Virginia Wealth Management Group, Inc. | 5,373 | $851.0K | 0.77% | +5,373 | New |
| Hunter Associates Investment Management LLC | 5,379 | $852.0K | 0.24% | 00.0% | Unchanged |
| Concorde Asset Management, LLC | 5,197 | $854.0K | 0.52% | −45−0.9% | Reduced |
| Burt Wealth Advisors | 5,397 | $855.0K | 0.28% | 00.0% | Unchanged |
| Glassman Wealth Services | 5,404 | $856.0K | 0.16% | +418+8.4% | Added |
| Wendell David Associates Inc | 5,415 | $857.0K | 0.09% | +24+0.4% | Added |
| Financial Consulate, Inc | 5,437 | $861.0K | 0.30% | −50−0.9% | Reduced |
| Single Point Partners, LLC | 5,448 | $863.0K | 0.23% | −1,001−15.5% | Reduced |
| Trust Co of Oklahoma | 5,470 | $866.2K | 0.29% | +850+18.4% | Added |
| Bramshill Investments, LLC | 5,484 | $868.0K | 0.08% | +5,484 | New |
| Perritt Capital Management Inc | 5,492 | $870.0K | 0.45% | 00.0% | Unchanged |
| Rede Wealth, LLC | 5,492 | $870.0K | 0.44% | +8+0.1% | Added |
| P.A.W. Capital Corp | 5,500 | $871.0K | 0.80% | 00.0% | Unchanged |
| 5th Street Advisors, LLC | 5,500 | $871.0K | 0.83% | +5,500 | New |
| Legacy Capital Partners, Inc. | 5,516 | $874.0K | 0.28% | +60+1.1% | Added |
| Financial Management Network Inc | 5,209 | $874.0K | 0.40% | +5+0.1% | Added |
| Heritage Investment Group, Inc. | 5,520 | $874.0K | 0.69% | +5,520 | New |
| Foster Victor Wealth Advisors, LLC | 5,199 | $876.0K | 0.12% | +176+3.5% | Added |
| Ramiah Investment Group | 5,544 | $877.9K | 0.59% | +5,544 | New |
| Centric Wealth Management | 5,547 | $878.0K | 0.29% | +717+14.8% | Added |
| Sandbox Financial Partners, LLC | 5,550 | $879.0K | 0.55% | +114+2.1% | Added |
| Sadoff Investment Management LLC | 5,549 | $879.0K | 0.05% | +323+6.2% | Added |
| William Allan, LLC | 5,548 | $879.0K | 0.62% | +5,548 | New |
| Legacy Wealth Planning, LLC | 5,558 | $880.0K | 1.00% | −131−2.3% | Reduced |
| Diversified, LLC | 5,564 | $881.0K | 0.37% | +8+0.1% | Added |
| SNS Financial Group, LLC | 5,573 | $882.0K | 0.10% | +279+5.3% | Added |
| Seelaus Asset Management LLC | 5,568 | $882.0K | 0.48% | +450+8.8% | Added |
| Moller Financial Services | 5,576 | $883.0K | 0.28% | 00.0% | Unchanged |
| Cypress Wealth Services, LLC | 5,584 | $884.0K | 0.24% | −998−15.2% | Reduced |
| Patriot Investment Management Inc. | 5,594 | $885.0K | 0.08% | −295−5.0% | Reduced |
| Investment House LLC | 5,600 | $887.0K | 0.06% | −25−0.4% | Reduced |
| Mason & Associates Inc | 5,600 | $887.0K | 0.27% | +5,600 | New |
| Ninety One SA (PTY) Ltd | 5,610 | $889.0K | 0.26% | −106,888−95.0% | Reduced |
| Alliance Wealth Management Group | 5,615 | $889.0K | 0.28% | 00.0% | Unchanged |
| BMS Financial Advisors, LLC | 5,619 | $890.0K | 0.57% | +5,619 | New |
| Bordeaux Wealth Advisors LLC | 5,628 | $891.0K | 0.41% | +1,503+36.4% | Added |
| Aurora Private Wealth, Inc. | 5,654 | $895.0K | 0.39% | +122+2.2% | Added |
| Castle Rock Wealth Management, LLC | 6,174 | $896.0K | 0.37% | +10.0% | Added |
| Freedman Financial Associates, Inc. | 5,660 | $896.0K | 0.61% | 00.0% | Unchanged |
| First Command Bank | 5,474 | $896.0K | 0.15% | 00.0% | Unchanged |
| Riverwater Partners LLC | 5,661 | $896.0K | 0.80% | +5,661 | New |
| Pathway Financial Advisors LLC | 6,046 | $898.0K | 0.32% | +6,046 | New |
| Rainsberger Wealth Advisors, Inc. | 5,686 | $900.0K | 0.53% | +5,686 | New |
| Oak Ridge Investments LLC | 5,692 | $902.0K | 0.08% | −1,074−15.9% | Reduced |
| Portland Global Advisors LLC | 5,695 | $902.0K | 0.15% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 5,698 | $902.0K | 0.09% | +5,698 | New |
| Black Diamond Financial, LLC | 5,706 | $904.0K | 0.30% | −37−0.6% | Reduced |
| Carlson Capital Management | 5,712 | $905.0K | 0.08% | +159+2.9% | Added |
| Rosenberg Matthew Hamilton | 5,720 | $906.0K | 0.32% | +174+3.1% | Added |
| Kozak & Associates, Inc. | 6,902 | $910.0K | 0.58% | +653+10.4% | Added |
| Bellevue Asset Management, LLC | 5,746 | $910.0K | 0.54% | −94−1.6% | Reduced |
| Barnes Pettey Financial Advisors, LLC | 5,766 | $913.0K | 1.05% | +5,766 | New |
| WealthTrust Axiom LLC | 5,784 | $915.0K | 0.29% | −38−0.7% | Reduced |
| AlphaStar Capital Management, LLC | 5,828 | $920.0K | 0.07% | +1,584+37.3% | Added |
| Mission Financial Group, LLC | 2,870 | $924.7K | 0.87% | +2,870 | New |
| Maltin Wealth Management, Inc. | 5,852 | $927.0K | 0.56% | −28−0.5% | Reduced |
| Eubel Brady & Suttman Asset Management Inc | 5,852 | $927.0K | 0.18% | +178+3.1% | Added |
| Tributary Capital Management, LLC | 5,860 | $928.0K | 0.07% | −59−1.0% | Reduced |
| Cross Staff Investments Inc | 5,873 | $930.0K | 0.83% | +5,873 | New |
| Marks Group Wealth Management, Inc | 5,885 | $934.0K | 0.11% | +1,347+29.7% | Added |
| Stanley-Laman Group, Ltd. | 5,917 | $937.0K | 0.11% | +10.0% | Added |
| SBK Financial, Inc. | 5,922 | $938.0K | 0.75% | +5,922 | New |
| Greystone Financial Group, LLC | 5,928 | $939.0K | 0.23% | +657+12.5% | Added |
| Cubic Asset Management, LLC | 5,980 | $947.0K | 0.21% | +55+0.9% | Added |
| Raleigh Capital Management Inc. | 5,999 | $950.0K | 0.97% | +5,999 | New |
| Cardinal Strategic Wealth Guidance | 6,010 | $952.0K | 0.44% | −12−0.2% | Reduced |
| PBMares Wealth Management LLC | 6,061 | $960.0K | 0.41% | 00.0% | Unchanged |
| Cable Hill Partners, LLC | 6,063 | $960.0K | 0.20% | +70+1.2% | Added |
| RGT Wealth Advisors, LLC | 6,063 | $960.0K | 0.15% | +564+10.3% | Added |
| Systematic Financial Management LP | 6,075 | $962.0K | 0.03% | 00.0% | Unchanged |
| Nadler Financial Group, Inc. | 6,082 | $963.0K | 0.14% | −76−1.2% | Reduced |
| Roberts Capital Advisors, LLC | 6,079 | $963.0K | 0.90% | +6,079 | New |
| SRS Capital Advisors, Inc. | 6,091 | $964.0K | 0.12% | +620+11.3% | Added |
| Whitcomb & Hess, Inc. | 6,194 | $966.0K | 0.38% | +183+3.0% | Added |
| Colonial River Wealth Management, LLC | 6,107 | $967.0K | 0.52% | −4,860−44.3% | Reduced |
| Allegheny Financial Group LTD | 6,114 | $968.0K | 0.39% | +9+0.1% | Added |
| Schneider Downs Wealth Management Advisors, LP | 6,125 | $970.0K | 0.23% | −101−1.6% | Reduced |
| American State Bank (Iowa) | 6,145 | $973.1K | 0.67% | +261+4.4% | Added |
| Brown Capital Management LLC | 6,155 | $975.0K | 0.01% | +1,156+23.1% | Added |
| Lebenthal Global Advisors, LLC | 6,179 | $978.0K | 0.40% | +1,740+39.2% | Added |
| LWM Advisory Services, LLC | 6,173 | $978.0K | 1.21% | +6,173 | New |
| Skba Capital Management LLC | 6,182 | $979.0K | 0.18% | −100−1.6% | Reduced |
| Keating Investment Counselors Inc | 6,198 | $981.0K | 0.43% | 00.0% | Unchanged |