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 |
|---|---|---|---|---|---|
| Mastrapasqua Asset Management Inc | 15,035 | $2.38M | 0.23% | +2,010+15.4% | Added |
| Brendel Financial Advisors LLC | 15,066 | $2.39M | 1.24% | +79+0.5% | Added |
| Mission Creek Capital Partners, Inc. | 15,103 | $2.39M | 0.48% | +982+7.0% | Added |
| Windsor Group LTD | 14,253 | $2.39M | 0.44% | +429+3.1% | Added |
| Intrua Financial, LLC | 15,112 | $2.39M | 0.42% | −1,210−7.4% | Reduced |
| Continental Advisors LLC | 15,135 | $2.40M | 1.89% | −1,500−9.0% | Reduced |
| Pantheon Investment Group, LLC | 15,153 | $2.40M | 1.89% | +51+0.3% | Added |
| Titleist Asset Management, Ltd. | 15,212 | $2.41M | 0.48% | +15,212 | New |
| Gryphon Financial Partners LLC | 15,240 | $2.41M | 0.48% | +1,935+14.5% | Added |
| HWG Holdings LP | 15,262 | $2.42M | 1.14% | +15,262 | New |
| MSH Capital Advisors LLC | 15,271 | $2.42M | 1.08% | +15,271 | New |
| Oak Harbor Wealth Partners, LLC | 15,277 | $2.42M | 0.83% | +15,277 | New |
| First City Capital Management, Inc. | 15,865 | $2.42M | 1.36% | +347+2.2% | Added |
| KCS Wealth Advisory | 15,301 | $2.42M | 0.97% | −323−2.1% | Reduced |
| Qtron Investments LLC | 15,304 | $2.42M | 0.55% | 00.0% | Unchanged |
| Boit C F David | 15,329 | $2.43M | 1.54% | 00.0% | Unchanged |
| Laird Norton Trust Company, LLC | 15,331 | $2.43M | 0.23% | +2,292+17.6% | Added |
| Fortem Financial Group, LLC | 15,390 | $2.44M | 1.11% | +143+0.9% | Added |
| Keystone Financial Group | 15,475 | $2.45M | 0.40% | −2,656−14.6% | Reduced |
| Westwood Wealth Management | 15,492 | $2.45M | 1.52% | +15,492 | New |
| Paradigm Capital Management, LLC | 15,514 | $2.46M | 2.44% | +15,514 | New |
| Brown Advisory Securities, LLC | 15,562 | $2.46M | 1.05% | −20,969−57.4% | Reduced |
| High Pointe Capital Management LLC | 15,581 | $2.47M | 1.65% | +1,807+13.1% | Added |
| LS Investment Advisors, LLC | 15,597 | $2.47M | 0.37% | −4,252−21.4% | Reduced |
| Golden State Wealth Management, LLC | 15,604 | $2.47M | 0.43% | +1,840+13.4% | Added |
| Blue Edge Capital, LLC | 15,630 | $2.48M | 0.48% | −372−2.3% | Reduced |
| Delta Asset Management LLC | 15,651 | $2.48M | 0.22% | −50−0.3% | Reduced |
| Moseley Investment Management Inc | 15,655 | $2.48M | 1.13% | −158−1.0% | Reduced |
| Matrix Private Capital Group LLC | 15,656 | $2.48M | 1.17% | +249+1.6% | Added |
| AIA Group Ltd | 15,665 | $2.48M | 0.12% | +3,946+33.7% | Added |
| Bull Street Advisors, LLC | 15,696 | $2.48M | 1.18% | −257−1.6% | Reduced |
| BCGM Wealth Management, LLC | 15,693 | $2.48M | 1.34% | +392+2.6% | Added |
| Birmingham Capital Management Co Inc | 15,720 | $2.49M | 0.90% | −125−0.8% | Reduced |
| StrongBox Wealth, LLC | 15,721 | $2.49M | 1.24% | +1,585+11.2% | Added |
| Pinnacle Wealth Management Group, Inc. | 15,731 | $2.49M | 1.85% | +334+2.2% | Added |
| Oak Asset Management, LLC | 15,761 | $2.50M | 0.95% | +225+1.4% | Added |
| Ironwood Financial, llc | 15,781 | $2.50M | 0.68% | −12−0.1% | Reduced |
| Sugarloaf Wealth Management, LLC | 15,787 | $2.50M | 0.59% | +952+6.4% | Added |
| Aberdeen Wealth Management LLC | 15,794 | $2.50M | 1.63% | −510−3.1% | Reduced |
| Gilder Gagnon Howe & Co LLC | 15,834 | $2.51M | 0.01% | −36−0.2% | Reduced |
| Schonfeld Strategic Advisors LLC | 15,846 | $2.51M | 0.02% | −26,288−62.4% | Reduced |
| Davidson Trust Co | 15,857 | $2.51M | 1.72% | −180−1.1% | Reduced |
| Altman Advisors, Inc. | 17,313 | $2.51M | 1.53% | +9,663+126.3% | Added |
| GFS Advisors, LLC | 15,871 | $2.51M | 0.41% | +1,145+7.8% | Added |
| Sterling Investment Management, Inc. | 15,907 | $2.52M | 1.57% | −170−1.1% | Reduced |
| Aigen Investment Management, LP | 15,772 | $2.52M | 0.15% | +15,772 | New |
| Cedar Brook Financial Partners, LLC | 15,918 | $2.52M | 0.65% | +133+0.8% | Added |
| O'Shares Investment Advisers, LLC | 15,957 | $2.53M | 0.18% | +1,155+7.8% | Added |
| Zullo Investment Group, Inc. | 15,965 | $2.53M | 1.30% | +15,965 | New |
| WBH Advisory Inc | 16,027 | $2.54M | 0.29% | +69+0.4% | Added |
| RSM US Wealth Management LLC | 16,065 | $2.54M | 0.12% | +2,301+16.7% | Added |
| Covenant Asset Management, LLC | 16,105 | $2.55M | 0.69% | +125+0.8% | Added |
| Jmac Enterprises LLC | 16,377 | $2.55M | 0.60% | +16,377 | New |
| Cornerstone Wealth Management, LLC | 16,047 | $2.55M | 0.24% | +940+6.2% | Added |
| Gerber Kawasaki Wealth & Investment Management | 16,113 | $2.55M | 0.20% | +16,017+16,684.4% | Added |
| Resurgent Financial Advisors LLC | 16,107 | $2.55M | 2.10% | +16,107 | New |
| Alta Capital Management LLC | 16,127 | $2.55M | 0.13% | +866+5.7% | Added |
| Brown, Lisle/Cummings, Inc. | 16,128 | $2.55M | 1.28% | +16,128 | New |
| RKL Wealth Management LLC | 16,160 | $2.56M | 0.30% | +19+0.1% | Added |
| Game Plan Financial Advisors, LLC | 16,219 | $2.57M | 1.37% | +500+3.2% | Added |
| Orleans Capital Management Corp | 16,223 | $2.57M | 1.46% | +199+1.2% | Added |
| Coastal Investment Advisors, Inc. | 16,226 | $2.57M | 0.57% | +571+3.6% | Added |
| Fuller & Thaler Asset Management, Inc. | 16,251 | $2.57M | 0.01% | −2,400−12.9% | Reduced |
| Greytown Advisors Inc. | 16,257 | $2.57M | 1.09% | +159+1.0% | Added |
| Fiera Capital Corp | 16,262 | $2.58M | 0.01% | −4,299−20.9% | Reduced |
| Ritter Daniher Financial Advisory, LLC | 16,333 | $2.59M | 1.72% | +436+2.7% | Added |
| Rollins Financial | 16,362 | $2.59M | 0.75% | +16,362 | New |
| Providence Wealth Advisors, LLC | 15,502 | $2.60M | 1.63% | −50−0.3% | Reduced |
| Field & Main Bank | 16,406 | $2.60M | 1.50% | +90+0.6% | Added |
| Krilogy Financial LLC | 16,417 | $2.60M | 0.26% | −62−0.4% | Reduced |
| Institute for Wealth Management, LLC. | 16,430 | $2.60M | 0.42% | −41−0.2% | Reduced |
| Manchester Capital Management LLC | 16,494 | $2.61M | 0.34% | −7,185−30.3% | Reduced |
| Fulcrum Asset Management LLP | – | $2.62M | 1.28% | – | – |
| Rational Advisors LLC | 16,547 | $2.62M | 0.16% | +3,769+29.5% | Added |
| Compass Financial Advisors LLC | 16,547 | $2.62M | 2.89% | +16,547 | New |
| Financial Architects, Inc | 16,573 | $2.62M | 0.35% | +265+1.6% | Added |
| Warther Private Wealth, LLC | 16,266 | $2.63M | 1.95% | +1,256+8.4% | Added |
| Guardian Investment Management | 16,659 | $2.64M | 1.83% | 00.0% | Unchanged |
| Magnolia Capital Advisors LLC | 16,656 | $2.64M | 0.77% | −1,235−6.9% | Reduced |
| WESPAC Advisors, LLC | 16,773 | $2.66M | 1.78% | −2,629−13.6% | Reduced |
| Aries Wealth Management | 16,795 | $2.66M | 1.01% | −161−0.9% | Reduced |
| Twin Lakes Capital Management, LLC | 16,808 | $2.66M | 1.42% | +45+0.3% | Added |
| Optimum Investment Advisors | 16,875 | $2.67M | 1.04% | +103+0.6% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 16,902 | $2.68M | 0.91% | +1,571+10.2% | Added |
| Pinnacle Private Wealth, LLC | 16,935 | $2.68M | 0.84% | +16,935 | New |
| George Kaiser Family Foundation | 16,957 | $2.69M | 0.39% | 00.0% | Unchanged |
| WealthTrust Asset Management, LLC | 17,086 | $2.71M | 1.80% | +414+2.5% | Added |
| Hodges Capital Management Inc. | 17,100 | $2.71M | 0.20% | −227−1.3% | Reduced |
| Emfo, LLC | 17,120 | $2.71M | 2.39% | 00.0% | Unchanged |
| Benedict Financial Advisors Inc | 17,155 | $2.72M | 0.71% | +56+0.3% | Added |
| Spreng Capital Management, Inc. | 17,164 | $2.72M | 1.57% | −501−2.8% | Reduced |
| Ethic Inc. | 17,168 | $2.72M | 0.21% | +1,106+6.9% | Added |
| Red Cedar Investment Management, LLC | 17,211 | $2.73M | 0.33% | 00.0% | Unchanged |
| Blodgett Wealth Advisors, LLC | 17,235 | $2.73M | 2.14% | +17,235 | New |
| A. D. Beadell Investment Counsel, Inc. | 17,255 | $2.73M | 1.71% | −700−3.9% | Reduced |
| Pacific Asset Management LLC | 17,264 | $2.73M | 1.95% | +17,264 | New |
| Investment Advisory Services Inc | 17,278 | $2.74M | 1.49% | −531−3.0% | Reduced |
| Cambria Investment Management, L.P. | 17,280 | $2.74M | 0.46% | +1,760+11.3% | Added |
| Quantinno Capital Management LP | 17,303 | $2.74M | 0.50% | +17,303 | New |
| O'Rourke & Company, Inc | 17,385 | $2.75M | 1.84% | +17,385 | New |