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
- 3,595
- +410 vs. Q3 2021
- Shares held
- 2.09B
- +282.5K (0.0%) vs. Q3 2021
- Total value
- $330.1B
- −$11.4B (−3.3%) vs. Q3 2021
- New holders
- 498
- 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 | 5,103 | $572.1B |
| Q4 2025 | 5,155 | $639.5B |
| Q3 2025 | 4,766 | $618.0B |
| Q2 2025 | 4,753 | $582.4B |
| Q1 2025 | 4,680 | $494.6B |
| Q4 2024 | 4,680 | $490.0B |
| Q3 2024 | 4,216 | $429.4B |
| Q2 2024 | 4,182 | $416.2B |
| Q1 2024 | 4,121 | $414.5B |
| Q4 2023 | 4,002 | $351.8B |
| Q3 2023 | 3,711 | $297.0B |
| Q2 2023 | 3,673 | $297.6B |
| Q1 2023 | 3,613 | $266.3B |
| Q4 2022 | 3,629 | $278.3B |
| Q3 2022 | 3,396 | $212.9B |
| Q2 2022 | 3,428 | $229.3B |
| Q1 2022 | 3,520 | $278.9B |
| Q4 2021 | 3,595 | $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 |
|---|---|---|---|---|---|
| Triad Financial Advisors, Inc. | 9,492 | $1.50M | 0.89% | +9,492 | New |
| Sage Rhino Capital LLC | 9,519 | $1.51M | 0.42% | −44−0.5% | Reduced |
| Vigilare Wealth Management | 9,521 | $1.51M | 0.89% | +519+5.8% | Added |
| Philo Smith Capital Corp | 9,550 | $1.51M | 0.58% | 00.0% | Unchanged |
| Capital One Financial Corp | 9,555 | $1.51M | 0.18% | +100+1.1% | Added |
| Hollow Brook Wealth Management LLC | 9,576 | $1.52M | 0.78% | +346+3.7% | Added |
| Fiduciary Planning LLC | 9,599 | $1.52M | 0.85% | −4,436−31.6% | Reduced |
| BHK Investment Advisors, LLC | 9,632 | $1.52M | 0.60% | −371−3.7% | Reduced |
| Vista Investment Management | 9,646 | $1.53M | 0.83% | +260+2.8% | Added |
| Wedmont Private Capital | 9,076 | $1.53M | 0.47% | +9,076 | New |
| Newbridge Financial Services Group, Inc. | 9,658 | $1.53M | 0.72% | +5,672+142.3% | Added |
| US Asset Management LLC | 9,699 | $1.54M | 1.47% | −9−0.1% | Reduced |
| Port Capital LLC | 9,733 | $1.54M | 0.09% | −962−9.0% | Reduced |
| Blackhawk Capital Partners LLC. | 9,745 | $1.54M | 0.93% | −741−7.1% | Reduced |
| Lion Street Advisors, LLC | 9,746 | $1.54M | 0.75% | +165+1.7% | Added |
| Burgundy Asset Management Ltd. | 9,761 | $1.55M | 0.02% | 00.0% | Unchanged |
| First Financial Corp | 9,776 | $1.55M | 0.95% | +430+4.6% | Added |
| Childress Capital Advisors, LLC | 9,797 | $1.55M | 0.64% | −1,680−14.6% | Reduced |
| West Michigan Advisors, LLC | 9,822 | $1.55M | 1.16% | +9,822 | New |
| Covenant Partners, LLC | 9,837 | $1.56M | 0.58% | 00.0% | Unchanged |
| Front Row Advisors LLC | 9,837 | $1.56M | 0.58% | +614+6.7% | Added |
| Oxler Private Wealth LLC | 9,861 | $1.56M | 0.65% | −270−2.7% | Reduced |
| KC Investment Advisors, LLC | 9,869 | $1.56M | 1.05% | +189+2.0% | Added |
| JSF Financial, LLC | 9,884 | $1.56M | 0.76% | −472−4.6% | Reduced |
| Wealthquest Corp | 9,951 | $1.57M | 0.24% | −436−4.2% | Reduced |
| Holowesko Partners Ltd. | 10,000 | $1.58M | 0.69% | 00.0% | Unchanged |
| Colton Groome Financial Advisors, LLC | 10,005 | $1.58M | 0.64% | +125+1.3% | Added |
| Davidson Investment Advisors | 10,016 | $1.59M | 0.11% | −119,527−92.3% | Reduced |
| PEAK6 Investments LLC | 10,033 | $1.59M | 0.04% | −43,897−81.4% | Reduced |
| CKW Financial Group | 10,055 | $1.59M | 0.24% | 00.0% | Unchanged |
| Trust Investment Advisors | 10,044 | $1.59M | 1.25% | +527+5.5% | Added |
| Morris Financial Concepts, Inc. | 10,040 | $1.59M | 1.33% | +10,040 | New |
| Towercrest Capital Management | 10,048 | $1.59M | 0.29% | 00.0% | Unchanged |
| Alterity Financial Group, LLC | 10,047 | $1.59M | 1.72% | +10,047 | New |
| Tempus Wealth Planning, LLC | 10,053 | $1.59M | 0.86% | +393+4.1% | Added |
| Meadow Creek Wealth Advisors LLC | 10,064 | $1.59M | 1.50% | +10,064 | New |
| Gilman Hill Asset Management, LLC | 10,081 | $1.60M | 0.36% | +30+0.3% | Added |
| Uncommon Cents Investing LLC | 10,077 | $1.60M | 0.60% | +155+1.6% | Added |
| DRW Securities, LLC | 10,081 | $1.60M | 0.14% | +2,510+33.2% | Added |
| Round Hill Asset Management | 10,084 | $1.60M | 0.80% | −150−1.5% | Reduced |
| Evanson Asset Management, LLC | 10,110 | $1.60M | 0.14% | −946−8.6% | Reduced |
| Mason Investment Advisory Services, Inc. | 10,114 | $1.60M | 0.13% | −2,385−19.1% | Reduced |
| Longfellow Investment Management Co LLC | 10,124 | $1.60M | 0.26% | +308+3.1% | Added |
| Eagle Bluffs Wealth Management LLC | 10,186 | $1.61M | 1.68% | +10,186 | New |
| Loomis Sayles & Co L P | 10,222 | $1.62M | 0.00% | −1,696−14.2% | Reduced |
| Clear Perspective Advisors, LLC | 10,254 | $1.62M | 0.49% | −132−1.3% | Reduced |
| Total Clarity Wealth Management, Inc. | 10,256 | $1.62M | 0.74% | +64+0.6% | Added |
| B&D White Capital Company, LLC | 10,256 | $1.62M | 0.53% | +883+9.4% | Added |
| BerganKDV Wealth Management, LLC | 10,255 | $1.62M | 0.17% | +977+10.5% | Added |
| Commons Capital, LLC | 10,257 | $1.62M | 1.61% | +10,257 | New |
| Kayne Anderson Rudnick Investment Management LLC | 10,278 | $1.63M | 0.00% | +140+1.4% | Added |
| Onyx Bridge Wealth Group LLC | 10,077 | $1.63M | 0.55% | +533+5.6% | Added |
| N.E.W. Advisory Services LLC | 10,305 | $1.63M | 0.25% | +7+0.1% | Added |
| Mizuho Markets Cayman LP | 10,307 | $1.63M | 0.17% | +10,307 | New |
| Venturi Wealth Management, LLC | 10,311 | $1.63M | 0.12% | −961−8.5% | Reduced |
| Oder Investment Management, LLC | 10,318 | $1.63M | 2.30% | +344+3.4% | Added |
| Townsend & Associates, Inc | 10,405 | $1.64M | 0.90% | +161+1.6% | Added |
| Eagle Capital Management LLC | 10,385 | $1.64M | 0.00% | 00.0% | Unchanged |
| Kiley Juergens Wealth Management, LLC | 10,383 | $1.64M | 0.62% | +10,383 | New |
| Avestar Capital, LLC | 10,395 | $1.65M | 0.30% | +21+0.2% | Added |
| Elmwood Wealth Management, Inc. | 10,400 | $1.65M | 0.79% | +10,400 | New |
| Prostatis Group LLC | 10,417 | $1.65M | 1.01% | +9,092+686.2% | Added |
| Ballast, Inc. | 10,434 | $1.65M | 0.64% | +100+1.0% | Added |
| Winthrop Advisory Group LLC | 10,443 | $1.65M | 0.33% | +201+2.0% | Added |
| Texas Capital Bancshares Inc | 10,490 | $1.66M | 0.99% | 00.0% | Unchanged |
| BigSur Wealth Management LLC | 10,492 | $1.66M | 0.65% | 00.0% | Unchanged |
| Capital Square, LLC | 10,162 | $1.66M | 1.15% | −33−0.3% | Reduced |
| Orion Capital Management LLC | 10,510 | $1.66M | 0.95% | +1,120+11.9% | Added |
| First Farmers & Merchants Bank / Trust | 10,561 | $1.67M | 1.66% | +10,561 | New |
| Paradigm Financial Advisors, LLC | 10,589 | $1.68M | 0.37% | 00.0% | Unchanged |
| Icapital Wealth LLC | 10,593 | $1.68M | 0.65% | +10,593 | New |
| Invst, LLC | 11,304 | $1.68M | 0.26% | +248+2.2% | Added |
| Trinity Financial Advisors LLC | 10,656 | $1.69M | 1.00% | −565−5.0% | Reduced |
| Private Capital Group, LLC | 10,662 | $1.69M | 0.36% | −255−2.3% | Reduced |
| HC Advisors, LLC | 10,670 | $1.69M | 1.04% | +6+0.1% | Added |
| Cidel Asset Management Inc | 10,675 | $1.69M | 0.06% | +22+0.2% | Added |
| WealthBridge Capital Management, LLC | 10,691 | $1.69M | 0.63% | +7+0.1% | Added |
| Accurate Wealth Management, LLC | 5,973 | $1.69M | 1.40% | +167+2.9% | Added |
| Ssi Investment Management LLC | 10,721 | $1.70M | 0.10% | −30−0.3% | Reduced |
| Bassett Hargrove Investment Counsel, LLC | 10,732 | $1.70M | 2.45% | −80−0.7% | Reduced |
| JFS Wealth Advisors, LLC | 10,736 | $1.70M | 0.16% | +3,180+42.1% | Added |
| Roman Butler Fullerton & Co | 10,745 | $1.70M | 0.75% | +40+0.4% | Added |
| Formidable Asset Management, LLC | 10,340 | $1.71M | 0.33% | +876+9.3% | Added |
| Woodward Diversified Capital, LLC | 10,811 | $1.71M | 1.01% | +1,454+15.5% | Added |
| Allred Capital Management, LLC | 10,821 | $1.71M | 0.83% | +117+1.1% | Added |
| Breiter Capital Management Inc | 10,844 | $1.72M | 0.84% | +67+0.6% | Added |
| Westbourne Investment Advisors, Inc. | 10,890 | $1.72M | 0.68% | +500+4.8% | Added |
| One Charles Private Wealth Services, LLC | 10,908 | $1.73M | 1.00% | −1,012−8.5% | Reduced |
| Lavaca Capital LLC | 10,912 | $1.73M | 0.77% | −2,191−16.7% | Reduced |
| Tiger Eye Capital LLC | 10,910 | $1.73M | 0.48% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 10,914 | $1.73M | 0.41% | +346+3.3% | Added |
| Wealth Architects, LLC | 10,939 | $1.73M | 0.30% | +328+3.1% | Added |
| Alps Advisors Inc | 10,940 | $1.73M | 0.02% | −1,022,895−98.9% | Reduced |
| Next Capital Management LLC | 10,975 | $1.74M | 1.20% | −6,470−37.1% | Reduced |
| Buckingham Strategic Partners | 10,968 | $1.74M | 0.36% | +10,968 | New |
| All Terrain Financial Advisors, LLC | 10,996 | $1.74M | 0.74% | −225−2.0% | Reduced |
| BlackDiamond Wealth Management Inc. | 11,007 | $1.74M | 2.00% | +11,007 | New |
| Klingman & Associates, LLC | 11,079 | $1.75M | 0.15% | +329+3.1% | Added |
| CFO4Life Group, LLC | 11,104 | $1.76M | 0.36% | +1,227+12.4% | Added |
| Cacti Asset Management LLC | 11,110 | $1.76M | 0.14% | 00.0% | Unchanged |