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 |
|---|---|---|---|---|---|
| Outlook Wealth Advisors, LLC | 6,196 | $981.0K | 0.29% | +60+1.0% | Added |
| Aua Capital Management, LLC | 6,195 | $981.0K | 0.58% | +1,807+41.2% | Added |
| Riverbridge Partners LLC | 6,205 | $983.0K | 0.01% | 00.0% | Unchanged |
| McDaniel Terry & Co | 6,215 | $984.0K | 0.10% | +1,395+28.9% | Added |
| Crew Capital Management, Ltd. | 6,220 | $985.0K | 0.83% | 00.0% | Unchanged |
| Okabena Investment Services Inc | 6,221 | $985.0K | 0.37% | +3,675+144.3% | Added |
| Credential Qtrade Securities Inc. | 6,231 | $986.7K | 0.07% | −4,192−40.2% | Reduced |
| HBW Advisory Services LLC | 6,236 | $987.0K | 0.23% | −518−7.7% | Reduced |
| Stephens Consulting, LLC | 6,238 | $987.7K | 0.84% | +6,238 | New |
| Montz Harcus Wealth Management LLC | 6,241 | $988.0K | 0.87% | +6,241 | New |
| Berger Financial Group, Inc | 6,251 | $990.0K | 0.13% | +2,338+59.7% | Added |
| Westwood Management Corp | 6,260 | $991.0K | 0.08% | 00.0% | Unchanged |
| Costello Asset Management, INC | 6,256 | $991.0K | 0.61% | +987+18.7% | Added |
| Landaas & Co | 6,254 | $991.0K | 0.53% | +3,204+105.0% | Added |
| Consilium Wealth Advisory, LLC | 6,270 | $993.0K | 0.64% | +6,270 | New |
| Denali Advisors LLC | 6,300 | $998.0K | 0.37% | −200−3.1% | Reduced |
| Westfield Capital Management Co LP | 6,300 | $998.0K | 0.01% | 00.0% | Unchanged |
| Fullen Financial Group | 6,303 | $998.0K | 0.56% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 6,319 | $1.00M | 0.05% | −9,329−59.6% | Reduced |
| Vision Capital Management, Inc. | 6,330 | $1.00M | 0.15% | +29+0.5% | Added |
| Altus Wealth Group LLC | 6,330 | $1.00M | 0.83% | +49+0.8% | Added |
| BCS Wealth Management | 6,336 | $1.00M | 0.36% | +4,552+255.2% | Added |
| Monument Capital Management | 6,338 | $1.00M | 0.31% | +1,488+30.7% | Added |
| Private Wealth Advisors | 6,345 | $1.00M | 0.32% | 00.0% | Unchanged |
| Wilkins Investment Counsel Inc | 6,354 | $1.01M | 0.22% | 00.0% | Unchanged |
| Regent Peak Wealth Advisors LLC | 6,350 | $1.01M | 0.27% | +140+2.3% | Added |
| Capital Advisory Group Advisory Services, LLC | 29,424 | $1.01M | 0.45% | +25,745+699.8% | Added |
| Crumly & Associates Inc. | 6,812 | $1.01M | 0.40% | −1,076−13.6% | Reduced |
| Saturna Capital CORP | 6,401 | $1.01M | 0.02% | −350−5.2% | Reduced |
| LifePro Asset Management | 6,417 | $1.02M | 0.30% | −67,110−91.3% | Reduced |
| Zimmermann Investment Management & Planning LLC | 6,416 | $1.02M | 0.57% | +6,416 | New |
| NTB Financial Corp | 6,415 | $1.02M | 0.71% | +6,415 | New |
| Capital Management Associates | 6,435 | $1.02M | 1.00% | −140−2.1% | Reduced |
| Dean Investment Associates, LLC | 6,440 | $1.02M | 0.18% | −187−2.8% | Reduced |
| Ami Asset Management Corp | 6,444 | $1.02M | 0.05% | +778+13.7% | Added |
| Prudent Man Advisors, LLC | 6,446 | $1.02M | 0.39% | −1,033−13.8% | Reduced |
| Apella Capital, LLC | 6,457 | $1.02M | 0.13% | +1,162+21.9% | Added |
| New Jersey Better Educational Savings Trust | 6,461 | $1.02M | 2.27% | −1,490−18.7% | Reduced |
| Sterneck Capital Management, LLC | 6,462 | $1.02M | 0.61% | 00.0% | Unchanged |
| Investors Financial Group, LLC | 6,461 | $1.02M | 0.48% | +7+0.1% | Added |
| Foresight Wealth Management, LLC | 6,504 | $1.03M | 0.39% | +213+3.4% | Added |
| Community Capital Management, Inc. | 8,700 | $1.03M | 1.10% | 00.0% | Unchanged |
| Cooper Financial Group | 6,512 | $1.03M | 0.39% | −1,471−18.4% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 6,523 | $1.03M | 0.65% | −622−8.7% | Reduced |
| Triumph Capital Management | 6,523 | $1.03M | 0.45% | +2,242+52.4% | Added |
| E Fund Management Co., Ltd. | 6,532 | $1.03M | 0.04% | −36−0.5% | Reduced |
| Waypoint Capital Advisors, LLC | 6,531 | $1.03M | 0.71% | +6,531 | New |
| InTrack Investment Management Inc | 6,543 | $1.04M | 0.72% | −820−11.1% | Reduced |
| Renasant Bank | 6,543 | $1.04M | 0.70% | −101−1.5% | Reduced |
| Wealth Dimensions Group, Ltd. | 6,551 | $1.04M | 0.51% | +704+12.0% | Added |
| Tennessee Valley Asset Management Partners | 6,556 | $1.04M | 0.35% | +140+2.2% | Added |
| Solstein Capital, LLC | 6,561 | $1.04M | 0.63% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 6,577 | $1.04M | 0.15% | +42+0.6% | Added |
| Donald L. Hagan, LLC | 6,576 | $1.04M | 0.54% | +193+3.0% | Added |
| Alesco Advisors LLC | 6,600 | $1.04M | 0.03% | −605−8.4% | Reduced |
| Security Financial Services, INC. | 6,598 | $1.04M | 0.35% | +6,598 | New |
| Rodgers Brothers Inc. | 6,607 | $1.05M | 0.19% | 00.0% | Unchanged |
| Keystone Financial Services | 6,606 | $1.05M | 0.54% | +6,606 | New |
| L2 Asset Management, LLC | 6,613 | $1.05M | 0.73% | +6,613 | New |
| Paulson Wealth Management Inc. | 6,630 | $1.05M | 0.47% | −684−9.4% | Reduced |
| Northside Capital Management, LLC | 6,628 | $1.05M | 0.28% | −393−5.6% | Reduced |
| Cambridge Advisors Inc. | 6,632 | $1.05M | 0.24% | +29+0.4% | Added |
| Security National Bank | 6,660 | $1.05M | 0.24% | +122+1.9% | Added |
| First National Bank of Hutchinson | 6,678 | $1.06M | 0.60% | −50−0.7% | Reduced |
| Legacy Wealth Asset Management, LLC | 6,693 | $1.06M | 0.36% | +71+1.1% | Added |
| Wagner Wealth Management, LLC | 6,691 | $1.06M | 0.81% | +403+6.4% | Added |
| Alta Wealth Advisors LLC | 6,704 | $1.06M | 0.65% | +180+2.8% | Added |
| CWS Financial Advisors, LLC | 6,705 | $1.06M | 0.37% | +6,705 | New |
| Meridian Investment Counsel Inc. | 6,730 | $1.07M | 0.35% | +1,621+31.7% | Added |
| Cherry Creek Investment Advisors, Inc. | 6,753 | $1.07M | 0.66% | +56+0.8% | Added |
| BNC Wealth Management, LLC | 6,760 | $1.07M | 0.51% | +35+0.5% | Added |
| Kolinsky Wealth Management, LLC | 6,755 | $1.07M | 0.99% | +6,755 | New |
| Portland Investment Counsel Inc. | 6,765 | $1.07M | 0.47% | 00.0% | Unchanged |
| Amplius Wealth Advisors, LLC | 6,769 | $1.07M | 0.15% | +6,769 | New |
| Syntal Capital Partners, LLC | 6,783 | $1.07M | 0.46% | −32−0.5% | Reduced |
| Profit Investment Management, LLC | 6,784 | $1.07M | 0.68% | +1,467+27.6% | Added |
| Winmill & Co. Inc | 6,800 | $1.08M | 0.31% | 00.0% | Unchanged |
| Galibier Capital Management Ltd. | 6,831 | $1.08M | 0.16% | 00.0% | Unchanged |
| Summit Financial Strategies, Inc. | 6,840 | $1.08M | 0.21% | −138−2.0% | Reduced |
| Wall Street Access Asset Management, LLC | 6,866 | $1.09M | 0.58% | −876−11.3% | Reduced |
| Krane Funds Advisors LLC | 6,883 | $1.09M | 0.03% | −1,114−13.9% | Reduced |
| Bigelow Investment Advisors, LLC | 6,886 | $1.09M | 0.50% | +69+1.0% | Added |
| Veracity Capital LLC | 6,883 | $1.09M | 0.44% | +114+1.7% | Added |
| Northwest Wealth Management, LLC | 6,885 | $1.09M | 0.51% | +224+3.4% | Added |
| First Bank & Trust | 6,893 | $1.09M | 0.46% | −2,732−28.4% | Reduced |
| First Citizens Financial Corp | 6,897 | $1.09M | 0.80% | −67−1.0% | Reduced |
| Greylin Investment Mangement Inc | 6,900 | $1.09M | 0.21% | 00.0% | Unchanged |
| United Capital Management of KS, Inc. | 6,914 | $1.09M | 0.41% | +6,914 | New |
| Investors Research Corp | 6,935 | $1.10M | 0.33% | 00.0% | Unchanged |
| Ignite Planners, LLC | 7,280 | $1.10M | 0.71% | +7,280 | New |
| Successful Portfolios LLC | 6,939 | $1.10M | 0.60% | +74+1.1% | Added |
| Michael B. Yongue | 6,967 | $1.10M | 0.73% | +150+2.2% | Added |
| Affiance Financial, LLC | 6,979 | $1.10M | 0.46% | 00.0% | Unchanged |
| SignalPoint Asset Management, LLC | 6,982 | $1.10M | 0.34% | +85+1.2% | Added |
| Addison Advisors LLC | 7,006 | $1.11M | 0.69% | +2,442+53.5% | Added |
| Round Table Services, LLC | 7,033 | $1.11M | 0.21% | +1,112+18.8% | Added |
| Axiom Investment Management LLC | 7,040 | $1.11M | 1.08% | +1,570+28.7% | Added |
| Future Financial Wealth Managment LLC | 6,910 | $1.12M | 0.89% | +197+2.9% | Added |
| Brookfield Asset Management Inc. | 7,063 | $1.12M | 0.00% | −72,795−91.2% | Reduced |
| Insight Advisors, LLC | 7,063 | $1.12M | 0.33% | +39+0.6% | Added |