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 |
|---|---|---|---|---|---|
| Zions Bancorporation, N.A. | 17,411 | $2.76M | 0.24% | +558+3.3% | Added |
| Summit Trail Advisors, LLC | 17,423 | $2.76M | 0.18% | +2,823+19.3% | Added |
| Fosun International Ltd | 17,410 | $2.76M | 0.16% | +13,450+339.6% | Added |
| Center for Financial Planning, Inc. | 17,450 | $2.76M | 0.57% | +161+0.9% | Added |
| Edgewood Management LLC | 17,464 | $2.77M | 0.00% | 00.0% | Unchanged |
| Inscription Capital, LLC | 17,484 | $2.77M | 0.76% | +968+5.9% | Added |
| Dividend Assets Capital, LLC | 17,499 | $2.77M | 0.51% | +9,004+106.0% | Added |
| Everett Harris & Co | 17,509 | $2.77M | 0.04% | −480−2.7% | Reduced |
| Vivaldi Capital Management, LLC | 17,512 | $2.77M | 0.64% | −295−1.7% | Reduced |
| Front Street Capital Management, Inc. | 17,565 | $2.78M | 0.51% | +55+0.3% | Added |
| Agate Pass Investment Management, LLC | 17,567 | $2.78M | 1.73% | +17,567 | New |
| Moser Wealth Advisors, LLC | 17,573 | $2.78M | 1.68% | −350−2.0% | Reduced |
| Arbor Trust Wealth Advisors, LLC | 17,611 | $2.79M | 1.61% | −25−0.1% | Reduced |
| Martin & Co Inc | 17,648 | $2.79M | 0.64% | −136−0.8% | Reduced |
| First Capital Advisors Group, LLC. | 17,650 | $2.79M | 1.54% | +17,650 | New |
| NVWM, LLC | 17,671 | $2.80M | 0.87% | +45+0.3% | Added |
| TCWP LLC | 17,682 | $2.80M | 0.56% | +17,682 | New |
| Key Financial Inc | 17,680 | $2.80M | 1.40% | +129+0.7% | Added |
| True North Advisors, LLC | 17,703 | $2.80M | 0.47% | +2,455+16.1% | Added |
| Fragasso Group Inc. | 17,744 | $2.81M | 0.33% | −1,037−5.5% | Reduced |
| Financial Planning & Information Services, Inc. | 17,752 | $2.81M | 0.69% | −142−0.8% | Reduced |
| Raab & Moskowitz Asset Management LLC | 17,801 | $2.82M | 0.92% | −23−0.1% | Reduced |
| Ironwood Investment Counsel, LLC | 17,802 | $2.82M | 0.64% | +317+1.8% | Added |
| Seascape Capital Management | 17,811 | $2.82M | 1.32% | +854+5.0% | Added |
| High Net Worth Advisory Group LLC | 17,844 | $2.83M | 0.99% | +17,844 | New |
| Twelve Points Wealth Management LLC | 17,886 | $2.83M | 2.29% | +17,886 | New |
| Obermeyer Wood Investment Counsel, LLLP | 17,935 | $2.84M | 0.15% | +1,245+7.5% | Added |
| Trinity Legacy Partners, LLC | 17,955 | $2.84M | 0.96% | +1,522+9.3% | Added |
| GFG Capital, LLC | 17,987 | $2.85M | 0.86% | +307+1.7% | Added |
| West Paces Advisors Inc. | 17,992 | $2.85M | 0.89% | +551+3.2% | Added |
| Parkside Financial Bank & Trust | 18,013 | $2.85M | 0.70% | +3,238+21.9% | Added |
| Eads & Heald Wealth Management | 18,018 | $2.85M | 1.24% | −64−0.4% | Reduced |
| Burleson & Company, LLC | 18,019 | $2.85M | 0.42% | +50.0% | Added |
| Cito Capital Group, LLC | 18,025 | $2.85M | 1.19% | +60.0% | Added |
| SkyView Investment Advisors, LLC | 18,063 | $2.86M | 0.64% | +413+2.3% | Added |
| Chilton Investment Co LLC | 18,062 | $2.86M | 0.06% | +843+4.9% | Added |
| Sage Investment Advisers LLC | 18,081 | $2.86M | 3.68% | +18,081 | New |
| Jefferies Group LLC | 18,084 | $2.86M | 0.05% | −1,462−7.5% | Reduced |
| Intercontinental Wealth Advisors, LLC | 18,133 | $2.87M | 0.61% | +506+2.9% | Added |
| Boltwood Capital Management | 18,138 | $2.87M | 1.06% | −130−0.7% | Reduced |
| Smith, Moore & Co. | 18,135 | $2.87M | 0.40% | +279+1.6% | Added |
| Financial Advocates Investment Management | 18,197 | $2.88M | 0.21% | +716+4.1% | Added |
| Engineers Gate Manager LP | 18,196 | $2.88M | 0.13% | +18,196 | New |
| WT Wealth Management | 18,252 | $2.89M | 1.06% | +3,554+24.2% | Added |
| Home Federal Bank of Tennessee | 18,267 | $2.89M | 0.96% | −135−0.7% | Reduced |
| Deseret Mutual Benefit Administrators | 18,267 | $2.89M | 0.49% | 00.0% | Unchanged |
| Autumn Glory Partners, LLC | 18,272 | $2.89M | 1.21% | +18,272 | New |
| Valley Brook Capital Group | 18,319 | $2.90M | 2.50% | +70+0.4% | Added |
| Stableford Capital II LLC | 20,014 | $2.90M | 1.22% | +1,196+6.4% | Added |
| Assetmark, Inc | 18,351 | $2.91M | 0.01% | +12,287+202.6% | Added |
| Leeward Financial Partners, LLC | 18,378 | $2.91M | 1.82% | +18,378 | New |
| Seeyond | 18,448 | $2.92M | 0.27% | −203−1.1% | Reduced |
| Graybill Bartz & Assoc Ltd | 18,472 | $2.92M | 1.33% | +161+0.9% | Added |
| Birinyi Associates Inc | 18,500 | $2.93M | 0.92% | +4,700+34.1% | Added |
| Certified Advisory Corp | 18,506 | $2.93M | 0.65% | +180+1.0% | Added |
| Guerra Pan Advisors, LLC | 18,523 | $2.93M | 2.91% | +18,523 | New |
| RB Capital Management, LLC | 18,638 | $2.95M | 0.92% | −77−0.4% | Reduced |
| Generali Powszechne Towarzystwo Emerytalne | 18,708 | $2.96M | 2.83% | +18,708 | New |
| Octavia Wealth Advisors, LLC | 18,746 | $2.97M | 0.64% | +1,191+6.8% | Added |
| Strategic Capital Advisers, Inc. | 18,776 | $2.97M | 2.13% | +1,019+5.7% | Added |
| Acropolis Investment Management, LLC | 18,802 | $2.98M | 0.27% | +475+2.6% | Added |
| Holderness Investments Co | 18,860 | $2.99M | 0.88% | +99+0.5% | Added |
| Leonteq Securities AG | 18,886 | $2.99M | 0.14% | +18,886 | New |
| Dillon & Associates Inc | 18,931 | $2.99M | 0.52% | +118+0.6% | Added |
| Valley National Advisers Inc | 18,904 | $2.99M | 0.55% | −357−1.9% | Reduced |
| Landmark Financial Advisors, LLC | 18,924 | $3.00M | 1.33% | +14+0.1% | Added |
| Miller Investment Management, LP | 18,935 | $3.00M | 0.43% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 18,969 | $3.00M | 0.64% | −38−0.2% | Reduced |
| WP Advisors, LLC | 19,033 | $3.01M | 1.26% | −404−2.1% | Reduced |
| Prosperity Consulting Group, LLC | 20,099 | $3.01M | 2.26% | +20,099 | New |
| Clarity Wealth Advisors, LLC | 19,053 | $3.02M | 1.40% | +1,908+11.1% | Added |
| Tandem Capital Management Corp | 19,056 | $3.02M | 1.74% | +1,691+9.7% | Added |
| Long Run Wealth Advisors, LLC | 18,997 | $3.02M | 1.05% | +18,997 | New |
| New Century Advisors, LLC | 19,125 | $3.03M | 2.87% | +19,125 | New |
| Beaumont Financial Partners, LLC | 19,154 | $3.03M | 0.22% | −247−1.3% | Reduced |
| O'Dell Group, LLC | 19,153 | $3.03M | 0.88% | +56+0.3% | Added |
| Brooks, Moore & Associates, Inc. | 19,188 | $3.04M | 1.78% | −100−0.5% | Reduced |
| Aldebaran Financial Inc. | 19,254 | $3.05M | 2.38% | +559+3.0% | Added |
| Condor Capital Management | 19,268 | $3.05M | 0.33% | +313+1.7% | Added |
| Golden State Equity Partners | 19,311 | $3.06M | 1.54% | +81+0.4% | Added |
| Hollencrest Capital Management | 19,326 | $3.06M | 0.24% | +19+0.1% | Added |
| Coastline Trust Co | 19,351 | $3.06M | 0.35% | +30+0.2% | Added |
| Quest Capital Management Inc | 19,362 | $3.07M | 0.53% | +440+2.3% | Added |
| Archer Investment Corp | 19,378 | $3.07M | 1.04% | +225+1.2% | Added |
| Bogart Wealth, LLC | 19,391 | $3.07M | 0.28% | +2,248+13.1% | Added |
| Dumont & Blake Investment Advisors LLC | 19,504 | $3.09M | 0.81% | −148−0.8% | Reduced |
| Signature Wealth Management Partners, LLC | 19,508 | $3.09M | 2.62% | +20.0% | Added |
| Intellectus Partners, LLC | 19,536 | $3.09M | 0.79% | −1,245−6.0% | Reduced |
| Royal Capital Wealth Management, LLC | 19,601 | $3.10M | 3.01% | +19,601 | New |
| Studio Investment Management LLC | 19,648 | $3.11M | 1.12% | −1,000−4.8% | Reduced |
| Harvey Investment Co LLC | 19,663 | $3.11M | 0.36% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 19,764 | $3.13M | 0.42% | +6,963+54.4% | Added |
| Hancock Whitney Investment Services Inc. | 19,718 | $3.13M | 0.54% | +19,718 | New |
| Peoples Financial Services Corp. | 19,877 | $3.15M | 1.22% | +325+1.7% | Added |
| EPG Wealth Management LLC | 19,910 | $3.15M | 1.11% | +3,868+24.1% | Added |
| Wambolt & Associates, LLC | 19,917 | $3.15M | 1.14% | +410+2.1% | Added |
| Eclectic Associates Inc | 19,920 | $3.15M | 2.02% | +146+0.7% | Added |
| TCG Advisory Services, LLC | 19,930 | $3.16M | 0.74% | −3,274−14.1% | Reduced |
| Integrated Investment Consultants, LLC | 19,944 | $3.16M | 0.84% | −759−3.7% | Reduced |
| WMS Partners, LLC | 19,959 | $3.16M | 0.68% | +126+0.6% | Added |