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 |
|---|---|---|---|---|---|
| Stephenson National Bank & Trust | 8,109 | $1.28M | 0.74% | +929+12.9% | Added |
| Fortitude Advisory Group L.L.C. | 8,116 | $1.28M | 0.66% | +8,116 | New |
| Relyea Zuckerberg Hanson LLC | 8,874 | $1.29M | 0.47% | +640+7.8% | Added |
| Bridgefront Capital, LLC | 8,161 | $1.29M | 1.25% | +8,161 | New |
| Keeley-Teton Advisors, LLC | 8,173 | $1.29M | 0.14% | 00.0% | Unchanged |
| Navalign, LLC | 8,192 | $1.30M | 0.52% | −173−2.1% | Reduced |
| Legacy Bridge, LLC | 8,198 | $1.30M | 0.68% | −80−1.0% | Reduced |
| Carson Advisory Inc. | 8,211 | $1.30M | 1.32% | +8,211 | New |
| Tradition Wealth Management, LLC | 8,224 | $1.30M | 0.16% | +893+12.2% | Added |
| DMG Group, LLC | 8,976 | $1.30M | 1.12% | +8,976 | New |
| Clearview Wealth Advisors LLC | 8,243 | $1.30M | 0.80% | +406+5.2% | Added |
| Voya Financial Advisors, Inc. | 8,246 | $1.31M | 0.15% | +787+10.6% | Added |
| 1620 Investment Advisors, Inc. | 8,260 | $1.31M | 1.46% | +8,260 | New |
| ELCO Management Co., LLC | 8,282 | $1.31M | 0.94% | +25+0.3% | Added |
| McElhenny Sheffield Capital Management, LLC | 8,295 | $1.31M | 0.49% | −77−0.9% | Reduced |
| Spinnaker Investment Group, LLC | 8,823 | $1.31M | 0.46% | +8,823 | New |
| Founders Financial Securities LLC | 8,309 | $1.32M | 0.24% | +184+2.3% | Added |
| Wealth Management Associates, Inc. | 8,320 | $1.32M | 0.71% | −119−1.4% | Reduced |
| Twin Focus Capital Partners, LLC | 8,324 | $1.32M | 0.26% | +1,743+26.5% | Added |
| Keel Point, LLC | 8,373 | $1.33M | 0.19% | +158+1.9% | Added |
| Bouchey Financial Group Ltd | 8,373 | $1.33M | 0.18% | +1,041+14.2% | Added |
| First National Bank & Trust Co of Newtown | 8,380 | $1.33M | 0.26% | −60−0.7% | Reduced |
| Hemenway Trust Co LLC | 8,404 | $1.33M | 0.12% | −764−8.3% | Reduced |
| City State Bank | 8,434 | $1.34M | 0.82% | +8,434 | New |
| Opus Capital Group, LLC | 8,444 | $1.34M | 0.28% | −35−0.4% | Reduced |
| Ti-Trust, Inc | 8,447 | $1.34M | 1.19% | +8,447 | New |
| Menard Financial Group LLC | 8,473 | $1.34M | 1.10% | +53+0.6% | Added |
| Traverso Chambers Private Wealth Management, LLC | 8,482 | $1.34M | 0.40% | +138+1.7% | Added |
| SC&H Financial Advisors, Inc. | 8,479 | $1.34M | 0.74% | +8,479 | New |
| KRS Capital Management, LLC | 8,482 | $1.34M | 1.15% | +8,482 | New |
| Silicon Hills Wealth Management, LLC | 8,499 | $1.35M | 0.83% | 00.0% | Unchanged |
| Sierra Capital LLC | 8,502 | $1.35M | 0.20% | +271+3.3% | Added |
| Beacon Financial Advisory LLC | 8,532 | $1.35M | 0.62% | +218+2.6% | Added |
| Joseph Group Capital Management | 8,542 | $1.35M | 1.30% | +8,542 | New |
| Deuterium Capital Management, LLC | 8,559 | $1.35M | 2.01% | +8,559 | New |
| Reynders McVeigh Capital Management, LLC | 8,563 | $1.36M | 0.08% | +1,763+25.9% | Added |
| Waddell & Associates, LLC | 8,583 | $1.36M | 0.22% | −158−1.8% | Reduced |
| Defined Wealth Management, LLC | 8,586 | $1.36M | 1.11% | 00.0% | Unchanged |
| West Family Investments, Inc. | 8,592 | $1.36M | 0.38% | −834−8.8% | Reduced |
| Prentice Wealth Management LLC | 8,621 | $1.36M | 0.64% | −70−0.8% | Reduced |
| Orca Investment Management, LLC | 8,627 | $1.37M | 1.12% | −358−4.0% | Reduced |
| Summit Financial Wealth Advisors, LLC | 8,143 | $1.37M | 0.26% | +56+0.7% | Added |
| Derbend Asset Management | 8,648 | $1.37M | 1.34% | −124−1.4% | Reduced |
| Accel Wealth Management | 8,652 | $1.37M | 0.67% | +535+6.6% | Added |
| MEMBERS Trust Co | 8,659 | $1.37M | 0.04% | +614+7.6% | Added |
| Taylor Hoffman Wealth Management | 8,669 | $1.37M | 0.52% | −155−1.8% | Reduced |
| Insight Wealth Strategies, LLC | 8,677 | $1.37M | 0.20% | +1,343+18.3% | Added |
| Baystate Wealth Management LLC | 8,683 | $1.38M | 0.12% | +1,639+23.3% | Added |
| Charter Oak Capital Management, LLC | 8,719 | $1.38M | 0.16% | +77+0.9% | Added |
| IMS Capital Management | 8,721 | $1.38M | 0.71% | +2,450+39.1% | Added |
| Clarus Group, Inc. | 8,699 | $1.38M | 0.93% | 00.0% | Unchanged |
| Bell Bank | 8,762 | $1.39M | 0.16% | −733−7.7% | Reduced |
| Howard Financial Services, Ltd. | 8,773 | $1.39M | 0.42% | −230−2.6% | Reduced |
| Virtue Capital Management, LLC | 8,770 | $1.39M | 0.20% | +660+8.1% | Added |
| Benchmark Investment Advisors LLC | 8,773 | $1.39M | 1.14% | +8,773 | New |
| MJP Associates Inc | 8,610 | $1.39M | 0.42% | −725−7.8% | Reduced |
| Mendel Capital Management LLC | 8,823 | $1.40M | 1.28% | +8,823 | New |
| CapWealth Advisors, LLC | 8,827 | $1.40M | 0.14% | −10.0% | Reduced |
| Cutter & CO Brokerage, Inc. | 8,848 | $1.40M | 0.38% | +88+1.0% | Added |
| Ategra Capital Management, LLC | 8,851 | $1.40M | 0.64% | −3,120−26.1% | Reduced |
| Heartland Bank & Trust Co | 8,852 | $1.40M | 1.04% | −54−0.6% | Reduced |
| Ayrshire Capital Management LLC | 8,871 | $1.41M | 0.71% | +82+0.9% | Added |
| Hendershot Investments Inc. | 8,873 | $1.41M | 0.21% | +5,965+205.1% | Added |
| Money Concepts Capital Corp | 8,900 | $1.41M | 0.12% | +8,900 | New |
| Cheviot Value Management, LLC | 8,906 | $1.41M | 0.33% | −69−0.8% | Reduced |
| PSI Advisors, LLC | 8,918 | $1.41M | 0.57% | +30+0.3% | Added |
| Keebeck Alpha, LP | 8,920 | $1.41M | 0.51% | +3,028+51.4% | Added |
| Hardy Reed LLC | 8,936 | $1.42M | 0.23% | −188−2.1% | Reduced |
| Winfield Associates, Inc. | 8,933 | $1.42M | 0.47% | +3,900+77.5% | Added |
| Hummer Financial Advisory Services Inc | 8,972 | $1.42M | 1.20% | 00.0% | Unchanged |
| Well Done, LLC | 8,982 | $1.42M | 0.29% | −330−3.5% | Reduced |
| LVM Capital Management Ltd | 8,995 | $1.42M | 0.19% | −13−0.1% | Reduced |
| Lionsbridge Wealth Management LLC | 9,029 | $1.43M | 1.54% | −166−1.8% | Reduced |
| Ridgecrest Wealth Partners, LLC | 9,037 | $1.43M | 0.70% | 00.0% | Unchanged |
| Salzhauer Michael | 11,460 | $1.43M | 0.54% | +2,800+32.3% | Added |
| Capital Markets Trading UK LLP | 9,053 | $1.43M | 1.81% | +9,053 | New |
| Samalin Investment Counsel, LLC | 9,084 | $1.44M | 0.86% | +1,197+15.2% | Added |
| Financial Management Professionals, Inc. | 9,095 | $1.44M | 0.31% | −45−0.5% | Reduced |
| LifeSteps Financial, Inc. | 9,115 | $1.44M | 1.02% | −5,621−38.1% | Reduced |
| South Street Advisors LLC | 9,114 | $1.44M | 0.25% | +730+8.7% | Added |
| Cowen and Company, LLC | 9,176 | $1.45M | 0.14% | +9,176 | New |
| Ascension Asset Management LLC | 9,204 | $1.46M | 0.87% | −100−1.1% | Reduced |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 9,216 | $1.46M | 0.26% | +723+8.5% | Added |
| Royal Harbor Partners, LLC | 9,227 | $1.46M | 0.93% | +321+3.6% | Added |
| Marion Wealth Management | 9,240 | $1.46M | 0.69% | +9,240 | New |
| Phocas Financial Corp. | 9,248 | $1.46M | 0.19% | +191+2.1% | Added |
| Citadel Investment Advisory, Inc. | 9,265 | $1.47M | 0.86% | −225−2.4% | Reduced |
| Camden Capital, LLC | 9,281 | $1.47M | 0.32% | −1,676−15.3% | Reduced |
| Central Bank & Trust Co | 9,283 | $1.47M | 0.23% | +55+0.6% | Added |
| Guardian Capital LP | 9,305 | $1.47M | 0.03% | −800−7.9% | Reduced |
| Delphi Management Inc | 9,311 | $1.47M | 1.39% | +217+2.4% | Added |
| One + One Wealth Management, LLC | 9,356 | $1.48M | 1.02% | 00.0% | Unchanged |
| Bennett Selby Investments LP | 9,377 | $1.49M | 0.86% | +30.0% | Added |
| Guardian Wealth Advisors, LLC | 9,394 | $1.49M | 0.64% | +9,394 | New |
| Blueprint Investment Partners LLC | 9,417 | $1.49M | 0.37% | +3,994+73.6% | Added |
| Helios Capital Management Pte. Ltd | 9,420 | $1.49M | 1.35% | +9,420 | New |
| Nations Financial Group Inc, | 9,428 | $1.49M | 0.20% | +1,062+12.7% | Added |
| Morton Capital Management LLC | 9,477 | $1.50M | 0.61% | +9,477 | New |
| Financial Partners Group, Inc | 10,108 | $1.50M | 0.33% | +10+0.1% | Added |
| Triad Financial Advisors, Inc. | 9,492 | $1.50M | 0.89% | +9,492 | New |