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 |
|---|---|---|---|---|---|
| Hamilton Capital, LLC | 7,060 | $1.12M | 0.09% | +4,137+141.5% | Added |
| LexAurum Advisors, LLC | 7,064 | $1.12M | 0.36% | −6,190−46.7% | Reduced |
| Cardiff Park Advisors, LLC | 7,078 | $1.12M | 0.15% | +7,078 | New |
| Western Financial Corporation | 7,096 | $1.12M | 0.59% | +741+11.7% | Added |
| Meridian Financial Partners LLC | 7,557 | $1.13M | 0.76% | +394+5.5% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 7,123 | $1.13M | 0.42% | +7,123 | New |
| Asset Allocation & Management Company, LLC | 7,129 | $1.13M | 0.38% | +7,129 | New |
| AllSquare Wealth Management LLC | 7,143 | $1.13M | 0.66% | −53−0.7% | Reduced |
| Proffitt & Goodson Inc | 7,162 | $1.13M | 0.20% | −53−0.7% | Reduced |
| Advisor OS, LLC | 7,166 | $1.14M | 0.23% | +580+8.8% | Added |
| TLWM | 7,181 | $1.14M | 0.38% | −1,781−19.9% | Reduced |
| Signet Financial Management, LLC | 7,183 | $1.14M | 0.17% | −174−2.4% | Reduced |
| Foundations Investment Advisors, LLC | 6,755 | $1.14M | 0.04% | +457+7.3% | Added |
| AXS Investments LLC | 7,207 | $1.14M | 0.27% | +5,813+417.0% | Added |
| Sterling Investment Counsel, LLC | 7,206 | $1.14M | 0.77% | +7,206 | New |
| Sippican Capital Advisors | 7,215 | $1.14M | 0.97% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 7,214 | $1.14M | 0.22% | +4,308+148.2% | Added |
| Polar Asset Management Partners Inc. | 7,218 | $1.14M | 0.01% | +5,708+378.0% | Added |
| Pluribus Labs, LLC | 7,231 | $1.15M | 1.21% | +7,231 | New |
| Loudon Investment Management, LLC | 7,245 | $1.15M | 0.73% | −300−4.0% | Reduced |
| HMS Capital Management, LLC | 7,255 | $1.15M | 0.50% | +79+1.1% | Added |
| First National Bank Sioux Falls | 7,260 | $1.15M | 1.23% | −205−2.7% | Reduced |
| Gilbert & Cook, Inc. | 7,261 | $1.15M | 0.19% | +272+3.9% | Added |
| Objective Capital Management, LLC | 7,261 | $1.15M | 0.81% | +7,261 | New |
| Marble Harbor Investment Counsel, LLC | 7,268 | $1.15M | 0.13% | +1,050+16.9% | Added |
| VisionPoint Advisory Group, LLC | 7,557 | $1.15M | 0.50% | +304+4.2% | Added |
| Herbst Group, LLC | 7,280 | $1.15M | 0.71% | +7,280 | New |
| Tarbox Family Office, Inc. | 7,289 | $1.15M | 0.20% | −4,188−36.5% | Reduced |
| REDW Wealth LLC | 7,290 | $1.15M | 0.34% | +665+10.0% | Added |
| Iron Financial, LLC | 7,310 | $1.16M | 0.52% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 7,317 | $1.16M | 0.17% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 7,319 | $1.16M | 0.07% | +124+1.7% | Added |
| Hotaling Investment Management, LLC | 7,324 | $1.16M | 0.40% | +615+9.2% | Added |
| McLean Asset Management Corp | 6,910 | $1.16M | 0.45% | −584−7.8% | Reduced |
| Wealth Management Partners, LLC | 7,000 | $1.16M | 0.80% | −87−1.2% | Reduced |
| Doheny Asset Management | 7,355 | $1.17M | 0.82% | −334−4.3% | Reduced |
| IFG Advisors, LLC | 7,386 | $1.17M | 0.50% | −12−0.2% | Reduced |
| Purus Wealth Management, LLC | 7,395 | $1.17M | 0.73% | −43−0.6% | Reduced |
| Alhambra Investment Partners LLC | 7,403 | $1.17M | 0.82% | −345−4.5% | Reduced |
| FJ Capital Management LLC | 7,000 | $1.18M | 0.10% | +7,000 | New |
| Angeles Investment Advisors, LLC | 7,426 | $1.18M | 0.06% | +3,600+94.1% | Added |
| Armbruster Capital Management, Inc. | 7,432 | $1.18M | 0.27% | +145+2.0% | Added |
| High Falls Advisors, Inc | 7,448 | $1.18M | 0.30% | −87−1.2% | Reduced |
| M. Kraus & Co | 7,446 | $1.18M | 0.38% | +133+1.8% | Added |
| Carmichael Hill & Associates, Inc. | 7,469 | $1.18M | 0.60% | +72+1.0% | Added |
| CRA Financial Services, LLC | 7,477 | $1.18M | 0.35% | +1,267+20.4% | Added |
| Lloyd Park, LLC | 7,474 | $1.18M | 0.94% | +7,474 | New |
| Caz Investments LP | 7,500 | $1.19M | 2.12% | −1,200−13.8% | Reduced |
| Princeton Capital Management LLC | 7,528 | $1.19M | 0.34% | +86+1.2% | Added |
| Summit Wealth & Retirement Planning, Inc. | 7,534 | $1.19M | 0.41% | +4,975+194.4% | Added |
| Corsicana & Co. | 7,540 | $1.19M | 0.72% | −450−5.6% | Reduced |
| Aspireon Wealth Advisors | 7,541 | $1.19M | 0.58% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 7,566 | $1.20M | 0.19% | +8+0.1% | Added |
| Collective Family Office LLC | 7,567 | $1.20M | 0.47% | +369+5.1% | Added |
| Lee Johnson Capital Management, LLC | 7,577 | $1.20M | 0.98% | +7,577 | New |
| Probity Advisors, Inc. | 7,591 | $1.20M | 0.24% | −339−4.3% | Reduced |
| Personal Cfo Solutions, LLC | 7,590 | $1.20M | 0.23% | +522+7.4% | Added |
| Cornerstone National Bank & Trust Co | 7,596 | $1.20M | 0.53% | −41−0.5% | Reduced |
| Sirios Capital Management L P | 7,602 | $1.20M | 0.14% | −17,415−69.6% | Reduced |
| Orrstown Financial Services Inc | 7,149 | $1.20M | 1.84% | −336−4.5% | Reduced |
| Pasadena Private Wealth, LLC | 7,602 | $1.20M | 0.39% | +924+13.8% | Added |
| Asset Management Corp | 7,625 | $1.21M | 0.70% | +1,791+30.7% | Added |
| Rockwood Wealth Management, LLC | 7,623 | $1.21M | 0.54% | +7,623 | New |
| Hall Laurie J Trustee | 7,645 | $1.21M | 0.43% | −175−2.2% | Reduced |
| Physicians Financial Services, Inc. | 7,657 | $1.21M | 0.45% | −400−5.0% | Reduced |
| Renaissance Group LLC | 7,660 | $1.21M | 0.05% | +141+1.9% | Added |
| Dixon Fnancial Services, Inc. | 7,674 | $1.22M | 0.89% | +7,674 | New |
| Richard P Slaughter Associates Inc | 7,704 | $1.22M | 0.43% | −116−1.5% | Reduced |
| QP Wealth Management, LLC | 7,700 | $1.22M | 1.29% | +67+0.9% | Added |
| State of Wyoming | 7,705 | $1.22M | 0.57% | +1,009+15.1% | Added |
| Reitz Capital Advisors LLC | 7,852 | $1.22M | 0.86% | +1,325+20.3% | Added |
| ASB Consultores, LLC | 7,713 | $1.22M | 0.60% | +7,713 | New |
| Jackson Hole Capital Partners, LLC | 7,786 | $1.23M | 0.39% | +1,530+24.5% | Added |
| Searle & Co. | 7,811 | $1.24M | 0.45% | −544−6.5% | Reduced |
| Masso Torrence Wealth Management Inc. | 7,812 | $1.24M | 0.86% | +7,812 | New |
| Pflug Koory, LLC | 7,830 | $1.24M | 0.63% | −20−0.3% | Reduced |
| Ironwood Investment Management LLC | 7,848 | $1.24M | 0.61% | 00.0% | Unchanged |
| Plancorp, LLC | 7,857 | $1.24M | 0.08% | −197−2.4% | Reduced |
| W Advisors, LLC | 7,871 | $1.25M | 0.93% | +7,871 | New |
| O'Brien Greene & Co. Inc | 7,891 | $1.25M | 0.41% | −618−7.3% | Reduced |
| Antonetti Capital Management LLC | 7,900 | $1.25M | 0.98% | −244−3.0% | Reduced |
| Finer Wealth Management, Inc. | 7,907 | $1.25M | 1.04% | +7,907 | New |
| Sky Investment Group LLC | 7,928 | $1.25M | 0.25% | −25−0.3% | Reduced |
| Garrison Point Advisors, LLC | 7,927 | $1.25M | 0.83% | −30−0.4% | Reduced |
| Viewpoint Capital Management LLC | 7,930 | $1.26M | 0.91% | +7,930 | New |
| CVA Family Office, LLC | 7,988 | $1.26M | 0.31% | +5,298+197.0% | Added |
| Executive Wealth Management, LLC | 8,001 | $1.27M | 0.13% | −329−3.9% | Reduced |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 8,000 | $1.27M | 0.54% | −7,000−46.7% | Reduced |
| GoodHaven Capital Management, LLC | 8,000 | $1.27M | 0.74% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 8,011 | $1.27M | 0.11% | +62+0.8% | Added |
| LBMC Investment Advisors, LLC | 8,017 | $1.27M | 0.11% | +2,681+50.2% | Added |
| Fortress Wealth Group, LLC | 8,126 | $1.27M | 0.95% | +277+3.5% | Added |
| Redwood Investment Management, LLC | 8,039 | $1.27M | 0.17% | −10,068−55.6% | Reduced |
| MONECO Advisors, LLC | 8,560 | $1.27M | 0.48% | +135+1.6% | Added |
| Shaker Investments LLC | 8,038 | $1.27M | 0.55% | −72−0.9% | Reduced |
| Jacobs Levy Equity Management, Inc | 8,046 | $1.27M | 0.01% | −5,592−41.0% | Reduced |
| Revolve Wealth Partners, LLC | 8,055 | $1.27M | 0.37% | +8,055 | New |
| Global Trust Asset Management, LLC | 8,059 | $1.28M | 0.50% | −400−4.7% | Reduced |
| Wealth Alliance Advisory Group, LLC | 8,088 | $1.28M | 0.56% | +968+13.6% | Added |
| Carolinas Wealth Consulting LLC | 8,090 | $1.28M | 0.28% | +1,001+14.1% | Added |