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; 5,158 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
- +409 vs. Q3 2021
- Shares held
- 2.09B
- +274.8K (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
- 89
- 1,167 more reduced
53 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 | 5,158 | $643.7B |
| Q1 2026 | 5,103 | $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 | 4,680 | $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 | 3,710 | $297.0B |
| Q2 2023 | 3,672 | $297.6B |
| Q1 2023 | 3,612 | $266.3B |
| Q4 2022 | 3,628 | $278.3B |
| Q3 2022 | 3,395 | $212.9B |
| Q2 2022 | 3,427 | $229.3B |
| Q1 2022 | 3,519 | $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 |
|---|---|---|---|---|---|
| Israel Discount Bank of New York | 12,762 | $2.02M | 1.25% | −580−4.3% | Reduced |
| 6 Meridian | 12,784 | $2.02M | 0.15% | −142−1.1% | Reduced |
| Aft, Forsyth & Company, Inc. | 12,786 | $2.02M | 1.04% | −777−5.7% | Reduced |
| FinTrust Capital Advisors, LLC | 12,788 | $2.02M | 0.49% | −710−5.3% | Reduced |
| KLCM Advisors, Inc. | 12,800 | $2.03M | 0.44% | +69+0.5% | Added |
| Ahrens Investment Partners LLC | 12,808 | $2.03M | 0.90% | +380+3.1% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 12,805 | $2.03M | 0.10% | +3,189+33.2% | Added |
| Schrum Private Wealth Management LLC | 12,850 | $2.03M | 1.85% | +12,850 | New |
| Falcon Wealth Planning | 12,861 | $2.04M | 0.67% | −4,552−26.1% | Reduced |
| Knott David M Jr | 12,920 | $2.05M | 0.77% | +12,920 | New |
| Plante Moran Financial Advisors, LLC | 12,928 | $2.05M | 0.33% | −171−1.3% | Reduced |
| Hartline Investment Corp | 12,930 | $2.05M | 0.28% | +50+0.4% | Added |
| Byrne Asset Management LLC | 12,946 | $2.05M | 1.33% | +12,946 | New |
| Crescent Capital Consulting, LLC | 13,024 | $2.06M | 0.34% | +2,362+22.2% | Added |
| Sculati Wealth Management, LLC | 13,059 | $2.07M | 1.00% | −186−1.4% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 13,060 | $2.07M | 0.15% | +13,060 | New |
| Premier Asset Management LLC | 13,083 | $2.07M | 0.36% | −3,364−20.5% | Reduced |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 13,099 | $2.07M | 0.03% | −99,181−88.3% | Reduced |
| Trillium Asset Management, LLC | 13,117 | $2.08M | 0.05% | +1,173+9.8% | Added |
| Weatherly Asset Management L. P. | 13,164 | $2.08M | 0.23% | −100−0.8% | Reduced |
| Greenwich Wealth Management LLC | 13,202 | $2.09M | 0.17% | +174+1.3% | Added |
| Steward Financial Group LLC | 13,218 | $2.09M | 1.93% | +13,218 | New |
| Legacy Wealth Management, LLC | 13,245 | $2.10M | 1.07% | +31+0.2% | Added |
| Cim Investment Mangement Inc | 13,309 | $2.11M | 0.63% | −262−1.9% | Reduced |
| Proficio Capital Partners LLC | 13,305 | $2.11M | 0.29% | +84+0.6% | Added |
| Pinnacle Holdings, LLC | 13,325 | $2.11M | 0.89% | +28+0.2% | Added |
| Highlander Capital Management, LLC | 13,380 | $2.12M | 0.98% | −232−1.7% | Reduced |
| Trail Ridge Investment Advisors, LLC | 13,381 | $2.12M | 1.27% | +13,381 | New |
| 626 Financial, LLC | 13,384 | $2.12M | 1.30% | +13,384 | New |
| Old Mission Investment Co LLC | 13,388 | $2.12M | 0.77% | +17+0.1% | Added |
| Archford Capital Strategies, LLC | 13,434 | $2.13M | 0.49% | +545+4.2% | Added |
| Thomas White International Ltd | 13,446 | $2.13M | 0.34% | 00.0% | Unchanged |
| Aft, Forsyth & Sober, LLC | 13,450 | $2.13M | 0.75% | 00.0% | Unchanged |
| Brooktree Capital Management | 13,457 | $2.13M | 1.30% | −190−1.4% | Reduced |
| Benjamin Edwards Inc | 13,465 | $2.13M | 0.69% | +8,536+173.2% | Added |
| Eqis Capital Management, Inc. | 13,469 | $2.13M | 0.16% | −298−2.2% | Reduced |
| EverSource Wealth Advisors, LLC | 13,479 | $2.13M | 0.60% | +13,479 | New |
| Hudson Canyon Capital Management | 13,483 | $2.14M | 1.55% | −642−4.5% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 13,514 | $2.14M | 0.01% | +1,100+8.9% | Added |
| Grandview Asset Management LLC | 13,529 | $2.14M | 0.86% | +3,300+32.3% | Added |
| CenterStar Asset Management, LLC | – | $2.14M | 1.63% | – | New |
| Finivi Inc. | 13,568 | $2.15M | 2.27% | +13,568 | New |
| Holistic Financial Partners | 13,595 | $2.15M | 1.25% | −236−1.7% | Reduced |
| TD Ameritrade Investment Management, LLC | 13,610 | $2.15M | 0.02% | +131+1.0% | Added |
| Markston International LLC | 13,640 | $2.16M | 2.18% | −2,522−15.6% | Reduced |
| Accredited Investors Inc. | 13,645 | $2.16M | 0.19% | −135−1.0% | Reduced |
| Advisory Research Inc | 13,677 | $2.17M | 0.17% | −108,954−88.8% | Reduced |
| Roof Eidam & Maycock | 13,741 | $2.18M | 0.73% | −73−0.5% | Reduced |
| Jeppson Wealth Management, LLC | 13,768 | $2.18M | 1.05% | +85+0.6% | Added |
| Benin Management CORP | 13,807 | $2.19M | 0.66% | 00.0% | Unchanged |
| Caliber Wealth Management, LLC | 13,846 | $2.19M | 1.51% | +2,879+26.3% | Added |
| Abundance Wealth Counselors | 13,828 | $2.19M | 0.56% | +324+2.4% | Added |
| Midwest Professional Planners, LTD. | 13,841 | $2.19M | 1.06% | +206+1.5% | Added |
| Connecticut Wealth Management, LLC | 13,852 | $2.19M | 0.17% | −3,911−22.0% | Reduced |
| Highview Capital Management LLC | 13,871 | $2.20M | 1.42% | +13,871 | New |
| Optas, LLC | 13,941 | $2.21M | 0.63% | 00.0% | Unchanged |
| Sandhill Capital Partners LLC | 14,061 | $2.23M | 0.17% | −1,879−11.8% | Reduced |
| Axiom Financial Strategies, LLC | 14,069 | $2.23M | 1.01% | +111+0.8% | Added |
| Corrado Advisors, LLC | 14,154 | $2.24M | 1.34% | +121+0.9% | Added |
| SFMG, LLC | 14,159 | $2.24M | 0.22% | +246+1.8% | Added |
| Van Cleef Asset Management,Inc | 14,167 | $2.24M | 0.32% | +356+2.6% | Added |
| Teamwork Financial Advisors, LLC | 14,211 | $2.25M | 0.41% | +1,794+14.4% | Added |
| DAGCO, Inc. | 14,213 | $2.25M | 0.88% | +28+0.2% | Added |
| Mattern Wealth Management LLC | 14,221 | $2.25M | 0.66% | −96−0.7% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 14,246 | $2.26M | 0.45% | −647−4.3% | Reduced |
| Summit Financial Group Inc | 14,270 | $2.26M | 0.74% | −1,319−8.5% | Reduced |
| Peoples Bank | 14,290 | $2.26M | 1.12% | −34−0.2% | Reduced |
| Phillips Financial Management, LLC | 14,333 | $2.27M | 0.22% | +30.0% | Added |
| Alaska Permanent Fund Corp | 15,300 | $2.27M | 0.04% | 00.0% | Unchanged |
| Neumann Capital Management, LLC | 14,385 | $2.28M | 0.93% | −300−2.0% | Reduced |
| JBJ Investment Partners, LLC | 14,400 | $2.28M | 0.47% | −3,438−19.3% | Reduced |
| Chapman Investment Management, LLC | 14,408 | $2.28M | 1.04% | +750+5.5% | Added |
| Gs Investments, Inc. | 14,438 | $2.29M | 1.11% | +60+0.4% | Added |
| Main Street Financial Solutions, LLC | 14,453 | $2.29M | 0.32% | +303+2.1% | Added |
| White Pine Capital LLC | 14,469 | $2.29M | 0.68% | +241+1.7% | Added |
| Access Financial Services, Inc. | 14,508 | $2.30M | 1.03% | +143+1.0% | Added |
| Arbor Capital Management Inc | 14,517 | $2.30M | 1.63% | +14,517 | New |
| Biltmore Family Office, LLC | 14,535 | $2.30M | 0.44% | +3,707+34.2% | Added |
| Riverview Trust Co | 14,584 | $2.31M | 1.35% | −826−5.4% | Reduced |
| Wulff, Hansen & Co. | 14,585 | $2.31M | 2.00% | +14,585 | New |
| HGI Capital Management, LLC | 14,614 | $2.31M | 0.92% | −3,251−18.2% | Reduced |
| Lindenwold Advisors | 14,634 | $2.32M | 1.35% | +14,634 | New |
| 180 Wealth Advisors, LLC | 15,986 | $2.32M | 0.52% | −261−1.6% | Reduced |
| 44 Wealth Management LLC | 14,648 | $2.32M | 0.81% | −1,325−8.3% | Reduced |
| London & Capital Asset Management Ltd | 14,673 | $2.32M | 0.14% | −406−2.7% | Reduced |
| Hendley & Co Inc | 14,671 | $2.32M | 0.76% | +100+0.7% | Added |
| Financial Advisory Service, Inc. | 14,673 | $2.32M | 0.21% | +2,206+17.7% | Added |
| Ayalon Holdings Ltd. | 14,806 | $2.35M | 0.80% | +128+0.9% | Added |
| Bulltick Wealth Management, LLC | 14,811 | $2.35M | 0.48% | −10.0% | Reduced |
| TCI Wealth Advisors, Inc. | 14,814 | $2.35M | 0.35% | −872−5.6% | Reduced |
| Selective Wealth Management, Inc. | 14,872 | $2.35M | 0.96% | −611−3.9% | Reduced |
| Gleason Group, Inc. | 14,910 | $2.36M | 0.77% | +87+0.6% | Added |
| Wolff Wiese Magana LLC | 14,907 | $2.36M | 1.52% | +775+5.5% | Added |
| LCNB Corp | 14,920 | $2.36M | 1.08% | +795+5.6% | Added |
| Weik Capital Management | 14,945 | $2.37M | 0.90% | −15−0.1% | Reduced |
| Washington Capital Management Inc | 14,955 | $2.37M | 1.92% | −1,495−9.1% | Reduced |
| Tranquility Partners, LLC | 14,959 | $2.37M | 1.10% | −767−4.9% | Reduced |
| Midwest Wealth Management Inc. | 14,961 | $2.37M | 1.48% | +626+4.4% | Added |
| Wealth Alliance | 15,025 | $2.38M | 0.48% | −55−0.4% | Reduced |
| Notis-McConarty Edward | 15,034 | $2.38M | 0.79% | −20−0.1% | Reduced |