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 |
|---|---|---|---|---|---|
| Aull & Monroe Investment Management Corp | 19,961 | $3.16M | 1.41% | −257−1.3% | Reduced |
| Argent Advisors, Inc. | 19,959 | $3.16M | 1.70% | −38−0.2% | Reduced |
| Credit Capital Investments LLC | 20,000 | $3.17M | 3.08% | 00.0% | Unchanged |
| Terra Nova Asset Management LLC | 20,011 | $3.17M | 2.37% | −180−0.9% | Reduced |
| Oarsman Capital, Inc. | 20,089 | $3.18M | 1.25% | −812−3.9% | Reduced |
| Fractal Investments LLC | 20,089 | $3.18M | 1.10% | +20,089 | New |
| Clear Creek Financial Management, LLC | 20,100 | $3.18M | 0.48% | −467−2.3% | Reduced |
| GYL Financial Synergies, LLC | 20,101 | $3.18M | 0.86% | +3,309+19.7% | Added |
| Passive Capital Management, LLC. | 20,117 | $3.19M | 1.80% | +20,117 | New |
| Cohen Investment Advisors LLC | 20,118 | $3.19M | 2.27% | −99−0.5% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 20,125 | $3.19M | 0.91% | −447−2.2% | Reduced |
| Hudson Capital Management LLC | 20,141 | $3.19M | 1.16% | −189−0.9% | Reduced |
| Soltis Investment Advisors LLC | 20,152 | $3.19M | 0.45% | +1,178+6.2% | Added |
| CNB Bank | 20,195 | $3.20M | 1.75% | −611−2.9% | Reduced |
| Quadrant Private Wealth Management, LLC | 20,207 | $3.20M | 1.19% | +305+1.5% | Added |
| Kistler-Tiffany Companies, LLC | 20,223 | $3.20M | 0.63% | +545+2.8% | Added |
| Convergence Investment Partners, LLC | 20,229 | $3.20M | 1.63% | −691−3.3% | Reduced |
| Engine No. 1 LLC | 20,250 | $3.21M | 0.66% | +4,149+25.8% | Added |
| New Potomac Partners, LLC | 20,285 | $3.21M | 2.08% | −1,015−4.8% | Reduced |
| IPG Investment Advisors LLC | 20,324 | $3.22M | 0.58% | +5,702+39.0% | Added |
| First PREMIER Bank | 20,337 | $3.22M | 0.83% | +20+0.1% | Added |
| Outfitter Financial LLC | 20,338 | $3.22M | 2.36% | +20+0.1% | Added |
| Northstar Advisory Group, LLC | 20,421 | $3.23M | 1.92% | +20,421 | New |
| WealthShield Partners, LLC | 20,497 | $3.25M | 0.54% | +6,848+50.2% | Added |
| StoneX Group Inc. | 20,505 | $3.25M | 0.37% | +4,926+31.6% | Added |
| Modus Advisors, LLC | 20,530 | $3.25M | 1.38% | −997−4.6% | Reduced |
| McMillion Capital Management Inc | 20,543 | $3.25M | 1.76% | −202−1.0% | Reduced |
| Sawyer & Company, Inc | 20,542 | $3.25M | 1.40% | −47−0.2% | Reduced |
| YHB Investment Advisors, Inc. | 20,551 | $3.25M | 0.26% | +634+3.2% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 22,016 | $3.26M | 2.09% | +22,016 | New |
| Advisors Management Group Inc | 20,649 | $3.27M | 0.98% | −205−1.0% | Reduced |
| IFG Advisory, LLC | 20,661 | $3.27M | 0.32% | +558+2.8% | Added |
| Stonnington Group, LLC | 19,589 | $3.28M | 0.71% | +6,369+48.2% | Added |
| Karpas Strategies, LLC | 20,727 | $3.28M | 1.05% | +5,570+36.7% | Added |
| Abacus Planning Group, Inc. | 20,737 | $3.28M | 0.88% | +517+2.6% | Added |
| Sargent Investment Group, LLC | 20,738 | $3.28M | 0.75% | +875+4.4% | Added |
| Adirondack Trust Co | 20,803 | $3.29M | 1.57% | −301−1.4% | Reduced |
| Rowland & Co Investment Counsel | 20,802 | $3.29M | 0.74% | +5,527+36.2% | Added |
| Ashfield Capital Partners, LLC | 20,848 | $3.30M | 0.21% | +20+0.1% | Added |
| Cornerstone Advisory, LLC | 20,843 | $3.30M | 0.47% | +961+4.8% | Added |
| Select Asset Management & Trust | 20,883 | $3.31M | 2.19% | −3,577−14.6% | Reduced |
| Proquility Private Wealth Partners, LLC | 21,213 | $3.31M | 1.17% | −896−4.1% | Reduced |
| Silicon Valley Community Foundation | 20,905 | $3.31M | 0.22% | +20,905 | New |
| Elgethun Capital Management | 20,450 | $3.31M | 1.16% | +80+0.4% | Added |
| CFM Wealth Partners LLC | 20,537 | $3.32M | 0.74% | +3,380+19.7% | Added |
| CoreCap Advisors, LLC | 21,004 | $3.33M | 0.22% | +21,004 | New |
| Exane Derivatives | 21,118 | $3.34M | 0.81% | +2,517+13.5% | Added |
| Little House Capital LLC | 21,138 | $3.35M | 1.77% | +24+0.1% | Added |
| Cobblestone Capital Advisors LLC | 21,172 | $3.35M | 0.22% | −165−0.8% | Reduced |
| Lederer & Associates Investment Counsel | 21,206 | $3.36M | 1.95% | +36+0.2% | Added |
| Northstar Asset Management LLC | 21,258 | $3.37M | 0.79% | +200+0.9% | Added |
| Asio Capital, LLC | 21,258 | $3.37M | 1.05% | +1,108+5.5% | Added |
| Phoenix Wealth Advisors | 21,334 | $3.38M | 2.55% | +1,208+6.0% | Added |
| Pegasus Partners Ltd. | 21,376 | $3.38M | 0.59% | −7,769−26.7% | Reduced |
| WC Walker & Associates, Inc. | 21,502 | $3.40M | 1.68% | +470+2.2% | Added |
| Poehling Capital Management, LLC | 21,482 | $3.40M | 1.10% | −202−0.9% | Reduced |
| Court Place Advisors, LLC | 21,486 | $3.40M | 0.94% | 00.0% | Unchanged |
| Alaethes Wealth LLC | 21,484 | $3.40M | 2.14% | +1,628+8.2% | Added |
| Doliver Advisors, LP | 22,314 | $3.40M | 1.08% | +2,526+12.8% | Added |
| Arete Wealth Advisors, LLC | 21,176 | $3.42M | 0.29% | +2,006+10.5% | Added |
| Great Diamond Partners, LLC | 21,609 | $3.42M | 0.88% | +526+2.5% | Added |
| Northcape Wealth Management, LLC | 21,618 | $3.42M | 1.15% | +21,618 | New |
| Winning Points Advisors, LLC | 30,685 | $3.43M | 2.50% | +1,045+3.5% | Added |
| Affinity Wealth Management LLC | 22,847 | $3.43M | 0.71% | +1,596+7.5% | Added |
| Braun-Bostich & Associates Inc. | 22,847 | $3.43M | 0.82% | +22,847 | New |
| Pacifica Partners Inc. | 20,610 | $3.44M | 2.25% | −20−0.1% | Reduced |
| Essex Savings Bank | 21,746 | $3.44M | 1.17% | −19−0.1% | Reduced |
| Stone Point Wealth LLC | 21,697 | $3.44M | 2.79% | +21,697 | New |
| C2C Wealth Management, LLC | 21,759 | $3.44M | 0.49% | +21,759 | New |
| Atlas Private Wealth Management | 21,803 | $3.45M | 1.92% | +2,589+13.5% | Added |
| Investment Research & Advisory Group, Inc. | 21,815 | $3.45M | 2.13% | −752−3.3% | Reduced |
| SWS Partners | 21,814 | $3.45M | 1.96% | +4,082+23.0% | Added |
| Winton Group Ltd | 21,810 | $3.45M | 0.21% | +18,120+491.1% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 21,840 | $3.46M | 2.26% | +110+0.5% | Added |
| First United Bank Trust | 21,875 | $3.46M | 1.28% | −185−0.8% | Reduced |
| Armor Investment Advisors, LLC | 21,940 | $3.47M | 1.96% | +211+1.0% | Added |
| Wealthcare Advisory Partners LLC | 21,945 | $3.48M | 0.21% | −1,007−4.4% | Reduced |
| Investment Partners, Ltd. | 21,970 | $3.48M | 1.42% | +729+3.4% | Added |
| Sage Mountain Advisors LLC | 21,995 | $3.48M | 0.42% | +2,415+12.3% | Added |
| VeraBank, N.A. | 22,003 | $3.48M | 1.76% | +560+2.6% | Added |
| Leisure Capital Management | 22,035 | $3.49M | 1.61% | +120+0.5% | Added |
| Boston Financial Mangement LLC | 22,037 | $3.49M | 0.13% | +314+1.4% | Added |
| Beaton Management Co. Inc. | 22,109 | $3.50M | 2.09% | −169−0.8% | Reduced |
| Claraphi Advisory Network, LLC | 22,155 | $3.51M | 1.22% | −168−0.8% | Reduced |
| International Assets Investment Management, LLC | 22,176 | $3.51M | 0.61% | −35,910−61.8% | Reduced |
| Heritage Way Advisors, LLC | 22,211 | $3.52M | 1.32% | −223−1.0% | Reduced |
| Pavion Blue Capital, LLC | 22,211 | $3.52M | 2.04% | −76−0.3% | Reduced |
| Mystic Asset Management, Inc. | 22,246 | $3.52M | 1.66% | +22,246 | New |
| Wunderlich Capital Managemnt | 22,265 | $3.53M | 1.57% | −221−1.0% | Reduced |
| Dynamic Technology Lab Private Ltd | 22,265 | $3.53M | 0.39% | +22,265 | New |
| Founders Financial Alliance, LLC | 22,318 | $3.53M | 1.42% | +526+2.4% | Added |
| Merit Financial Group, LLC | 22,334 | $3.54M | 0.35% | +362+1.6% | Added |
| Columbia Trust Co 01012016 | 21,622 | $3.54M | 1.87% | 00.0% | Unchanged |
| Sabadell Asset Management, S.A S.G.I.I.C | 21,086 | $3.55M | 0.57% | +1,798+9.3% | Added |
| Cary Street Partners Asset Management LLC | 22,473 | $3.56M | 0.76% | −1,854−7.6% | Reduced |
| Peachtree Investment Partners, LLC | 22,519 | $3.57M | 1.50% | +2,842+14.4% | Added |
| Norway Savings Bank | 22,534 | $3.57M | 1.56% | −352−1.5% | Reduced |
| Piscataqua Savings Bank | 22,555 | $3.57M | 2.81% | −66−0.3% | Reduced |
| Evoke Wealth, LLC | 22,603 | $3.58M | 0.11% | +724+3.3% | Added |
| Compton Wealth Advisory Group, LLC | 22,634 | $3.58M | 1.54% | +367+1.6% | Added |