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 |
|---|---|---|---|---|---|
| Carl P. Sherr & Co., LLC | 11,108 | $1.76M | 1.06% | +6,240+128.2% | Added |
| Paces Ferry Wealth Advisors, LLC | 11,139 | $1.76M | 1.27% | −125−1.1% | Reduced |
| Evergreen Wealth Solutions, LLC | 11,140 | $1.76M | 1.60% | +11,140 | New |
| Lineweaver Wealth Advisors, LLC | 11,177 | $1.77M | 0.51% | +313+2.9% | Added |
| Gries Financial LLC | 11,181 | $1.77M | 0.72% | −8,336−42.7% | Reduced |
| Lincluden Management Ltd | 11,175 | $1.77M | 0.16% | −400−3.5% | Reduced |
| TBH Global Asset Management, LLC | 11,200 | $1.77M | 0.37% | +178+1.6% | Added |
| Warren Averett Asset Management, LLC | 11,539 | $1.78M | 0.15% | +210+1.9% | Added |
| St. Johns Investment Management Company, LLC | 11,233 | $1.78M | 0.91% | −185−1.6% | Reduced |
| JNBA Financial Advisors | 11,261 | $1.78M | 0.22% | +297+2.7% | Added |
| Creative Financial Designs Inc | 11,265 | $1.78M | 0.27% | +1,225+12.2% | Added |
| Maven Securities LTD | 11,265 | $1.78M | 0.22% | +4,770+73.4% | Added |
| MBA Advisors LLC | 11,274 | $1.78M | 1.11% | +3,839+51.6% | Added |
| Everhart Financial Group, Inc. | 11,338 | $1.79M | 1.08% | +44+0.4% | Added |
| Auxano Advisors, LLC | 11,339 | $1.80M | 0.80% | +224+2.0% | Added |
| First National Bank of South Miami | 11,353 | $1.80M | 1.09% | +803+7.6% | Added |
| Peak Planning Group, LLC | 11,370 | $1.80M | 1.33% | +515+4.7% | Added |
| Perpetual Investment Management Ltd | 11,391 | $1.80M | 0.21% | −867−7.1% | Reduced |
| Monte Financial Group, LLC | 11,411 | $1.81M | 0.95% | −100−0.9% | Reduced |
| Fort Point Capital Partners LLC | 11,417 | $1.81M | 0.25% | +550+5.1% | Added |
| Traphagen Investment Advisors LLC | 11,458 | $1.81M | 0.30% | +471+4.3% | Added |
| Blue Square Asset Management, LLC | 11,460 | $1.81M | 1.13% | +79+0.7% | Added |
| Palumbo Wealth Management LLC | 11,467 | $1.82M | 1.14% | +430+3.9% | Added |
| Strategic Investment Advisors | 11,466 | $1.82M | 0.35% | +1,075+10.3% | Added |
| Concord Wealth Partners | 11,497 | $1.82M | 0.45% | +7,169+165.6% | Added |
| Weaver C. Barksdale & Associates, Inc. | 11,506 | $1.82M | 1.65% | +11,506 | New |
| Saxon Interests, Inc. | 10,877 | $1.82M | 1.03% | +10,877 | New |
| Mather Group, LLC. | 11,512 | $1.82M | 0.04% | +3,699+47.3% | Added |
| Calton & Associates, Inc. | 16,494 | $1.82M | 0.49% | −1,204−6.8% | Reduced |
| Grant/GrossMendelsohn, LLC | 10,918 | $1.83M | 1.45% | −1,056−8.8% | Reduced |
| Trust Co | 11,536 | $1.83M | 0.43% | 00.0% | Unchanged |
| Keudell/Morrison Wealth Management | 11,570 | $1.83M | 0.72% | −683−5.6% | Reduced |
| Bar Harbor Trust Services | 11,569 | $1.83M | 0.49% | −309−2.6% | Reduced |
| Bluesphere Advisors, LLC | 11,592 | $1.84M | 1.52% | −228−1.9% | Reduced |
| Latitude Advisors, LLC | 11,605 | $1.84M | 0.51% | +450+4.0% | Added |
| Sittner & Nelson, LLC | 11,634 | $1.84M | 1.07% | +20.0% | Added |
| CX Institutional | 11,637 | $1.84M | 0.15% | −25−0.2% | Reduced |
| Mainstay Capital Management LLC | 11,644 | $1.84M | 0.56% | +11,644 | New |
| Private Portfolio Partners LLC | 11,646 | $1.84M | 0.47% | −552−4.5% | Reduced |
| Optimas Capital Ltd | 11,678 | $1.85M | 3.95% | +11,678 | New |
| Mine & Arao Wealth Creation & Management, LLC. | 11,697 | $1.85M | 1.02% | +478+4.3% | Added |
| Deane Retirement Strategies, Inc. | 11,696 | $1.85M | 0.98% | +11,696 | New |
| De Burlo Group Inc | 11,700 | $1.85M | 0.27% | +300+2.6% | Added |
| Peterson Wealth Management | 11,719 | $1.86M | 1.24% | +389+3.4% | Added |
| Simon Quick Advisors, LLC | 11,755 | $1.86M | 0.50% | +5,231+80.2% | Added |
| Eudaimonia Advisors LLC | 11,763 | $1.86M | 1.10% | +11,763 | New |
| First Quadrant L P | 11,772 | $1.86M | 0.20% | +4,603+64.2% | Added |
| BancorpSouth Bank | 11,779 | $1.86M | 0.23% | −75−0.6% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 11,775 | $1.86M | 1.06% | +50+0.4% | Added |
| Crescent Grove Advisors, LLC | 11,792 | $1.87M | 0.18% | +722+6.5% | Added |
| DFPG Investments, LLC | 12,658 | $1.87M | 0.78% | −1,841−12.7% | Reduced |
| Acorn Wealth Advisors, LLC | 11,816 | $1.87M | 1.19% | +44+0.4% | Added |
| Tilia Fiduciary Partners, Inc. | 11,818 | $1.87M | 1.50% | +11,818 | New |
| Aire Advisors, LLC | 11,845 | $1.88M | 0.81% | +11,845 | New |
| Members Capital Advisors Inc | 11,881 | $1.88M | 0.97% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 11,880 | $1.88M | 0.30% | +1,113+10.3% | Added |
| RMR Wealth Builders | 11,883 | $1.88M | 0.54% | −14,813−55.5% | Reduced |
| Kensington Investment Counsel, LLC | 11,886 | $1.88M | 1.10% | +11,886 | New |
| CoreFirst Bank & Trust | 11,907 | $1.89M | 1.22% | −369−3.0% | Reduced |
| San Luis Wealth Advisors LLC | 11,919 | $1.89M | 1.92% | +3,880+48.3% | Added |
| Cape Ann Savings Bank | 11,941 | $1.89M | 1.14% | −241−2.0% | Reduced |
| BSW Wealth Partners | 11,952 | $1.89M | 0.48% | +1,343+12.7% | Added |
| Highland Private Wealth Management | 12,000 | $1.90M | 0.24% | −71−0.6% | Reduced |
| Rosenbaum Jay D. | 12,010 | $1.90M | 2.80% | −1,216−9.2% | Reduced |
| Bowman & Co S.C. | 12,027 | $1.91M | 1.47% | +12,027 | New |
| Patriot Financial Group Insurance Agency, LLC | 12,062 | $1.91M | 0.32% | −1,045−8.0% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 13,077 | $1.92M | 0.81% | +193+1.5% | Added |
| Sonata Capital Group Inc | 12,109 | $1.92M | 0.80% | 00.0% | Unchanged |
| Bath Savings Trust Co | 12,114 | $1.92M | 0.20% | +92+0.8% | Added |
| Continuum Advisory, LLC | 38,495 | $1.92M | 0.43% | +432+1.1% | Added |
| Wrapmanager Inc | 12,128 | $1.92M | 0.48% | +174+1.5% | Added |
| Summit X, LLC | 12,170 | $1.93M | 0.45% | +134+1.1% | Added |
| First Dallas Securities Inc. | 12,175 | $1.93M | 1.26% | 00.0% | Unchanged |
| Cornell Pochily Investment Advisors, Inc. | 12,181 | $1.93M | 0.75% | −10−0.1% | Reduced |
| Patton Fund Management, Inc. | 12,203 | $1.93M | 0.59% | +12,203 | New |
| Burke & Herbert Bank & Trust Co | 12,230 | $1.94M | 1.14% | +1,950+19.0% | Added |
| Windsor Capital Management, LLC | 12,247 | $1.94M | 0.58% | +9+0.1% | Added |
| Pointe Capital Management LLC | 12,275 | $1.94M | 1.23% | 00.0% | Unchanged |
| Insight Inv LLC | 12,292 | $1.95M | 1.79% | +12,292 | New |
| Delta Financial Advisors LLC | 12,326 | $1.95M | 0.80% | +136+1.1% | Added |
| Perennial Investment Advisors, LLC | 12,332 | $1.95M | 0.61% | −16−0.1% | Reduced |
| Regatta Capital Group, LLC | 12,354 | $1.96M | 0.68% | +12,354 | New |
| Quent Capital, LLC | 12,352 | $1.96M | 0.41% | +12,352 | New |
| Mizuho Securities USA LLC | 12,362 | $1.96M | 0.18% | −1,218−9.0% | Reduced |
| Chatham Capital Group, Inc. | 12,385 | $1.96M | 0.35% | −500−3.9% | Reduced |
| Crystal Rock Capital Management | 12,393 | $1.96M | 1.06% | 00.0% | Unchanged |
| Verition Fund Management LLC | 12,492 | $1.98M | 0.02% | +9,725+351.5% | Added |
| Kelly Lawrence W & Associates Inc | 12,562 | $1.99M | 0.39% | −983−7.3% | Reduced |
| Amica Retiree Medical Trust | 12,563 | $1.99M | 1.69% | 00.0% | Unchanged |
| Occidental Asset Management, LLC | 12,579 | $1.99M | 0.47% | +758+6.4% | Added |
| Doman Group, LLC | 12,578 | $1.99M | 1.75% | +12,578 | New |
| Nicholas Hoffman & Company, LLC. | 12,594 | $1.99M | 0.06% | +478+3.9% | Added |
| Heron Financial Group, LLC | 13,196 | $2.00M | 1.07% | −883−6.3% | Reduced |
| Liberty One Investment Management, LLC | 12,599 | $2.00M | 0.30% | +317+2.6% | Added |
| Boston Common Asset Management, LLC | 12,604 | $2.00M | 0.08% | +491+4.1% | Added |
| Arabesque Asset Management Ltd | 12,604 | $2.00M | 0.58% | +2,450+24.1% | Added |
| Ibex Wealth Advisors | 12,697 | $2.01M | 0.36% | +1,514+13.5% | Added |
| Missouri Trust & Investment Co | 12,691 | $2.01M | 1.16% | +12,691 | New |
| Pacitti Group Inc. | 12,706 | $2.01M | 1.31% | −34−0.3% | Reduced |
| Sunflower Bank, N.A. | 12,757 | $2.02M | 0.27% | −41−0.3% | Reduced |