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; 5,156 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
- 3,594
- +409 vs. Q3 2021
- Shares held
- 2.09B
- +281.0K (0.0%) vs. Q3 2021
- Total value
- $330.1B
- −$11.4B (−3.3%) vs. Q3 2021
- New holders
- 497
- 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 | 5,156 | $643.7B |
| Q1 2026 | 5,102 | $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 | 4,679 | $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 | 3,711 | $297.0B |
| Q2 2023 | 3,672 | $297.6B |
| Q1 2023 | 3,612 | $266.3B |
| Q4 2022 | 3,629 | $278.3B |
| Q3 2022 | 3,396 | $212.9B |
| Q2 2022 | 3,428 | $229.3B |
| Q1 2022 | 3,519 | $278.9B |
| Q4 2021 | 3,594 | $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 |
|---|---|---|---|---|---|
| Stonebridge Financial Planning Group, LLC | 950 | $139.0K | 0.07% | 00.0% | Unchanged |
| O'Brien Wealth Partners LLC | 904 | $141.0K | 0.05% | −76−7.8% | Reduced |
| Ellis Investment Partners, LLC | 906 | $143.0K | 0.03% | +83+10.1% | Added |
| Baldrige Asset Management LLC | 908 | $144.0K | 0.06% | −44−4.6% | Reduced |
| Ogorek Anthony Joseph | 921 | $145.0K | 0.06% | −32−3.4% | Reduced |
| IAG Wealth Partners, LLC | 913 | $145.0K | 0.05% | +26+2.9% | Added |
| Widmann Financial Services, Inc. | 919 | $145.0K | 0.12% | +919 | New |
| Versant Capital Management, Inc | 926 | $147.0K | 0.05% | +2+0.2% | Added |
| Abound Wealth Management | 938 | $148.5K | 0.12% | +938 | New |
| Financial Enhancement Group LLC | 964 | $153.0K | 0.03% | −55−5.4% | Reduced |
| Core Wealth Advisors, Inc. | 993 | $157.0K | 0.09% | −104−9.5% | Reduced |
| PFS Partners, LLC | 994 | $157.3K | 0.12% | +994 | New |
| Newton One Investments LLC | 1,019 | $161.0K | 0.11% | 00.0% | Unchanged |
| Life Planning Partners, Inc | 1,026 | $162.0K | 0.16% | +1,026 | New |
| Operose Advisors LLC | 1,029 | $163.0K | 0.13% | +1,029 | New |
| JJJ Advisors Inc. | 1,036 | $164.0K | 0.05% | +57+5.8% | Added |
| Ford Financial Group, LLC | 1,068 | $169.0K | 0.06% | +1,068 | New |
| Kelly Financial Services LLC | 1,068 | $169.1K | 0.08% | +4+0.4% | Added |
| Coastal Capital Group, Inc. | 1,081 | $171.0K | 0.04% | +2+0.2% | Added |
| WFA of San Diego, LLC | 1,081 | $171.0K | 0.10% | +284+35.6% | Added |
| Holloway Wealth Management, LLC | – | $174.0K | 0.05% | – | – |
| Riverview Capital Advisers, LLC | 1,134 | $179.6K | 0.08% | +1,134 | New |
| PrairieView Partners, LLC | 1,175 | $186.0K | 0.03% | +175+17.5% | Added |
| Larson Financial Group LLC | 1,184 | $187.0K | 0.03% | +485+69.4% | Added |
| TD Capital Management LLC | 1,191 | $189.0K | 0.02% | −79−6.2% | Reduced |
| KB Financial Partners, LLC | 1,194 | $189.0K | 0.05% | +1,194 | New |
| Gibson Capital, LLC | 1,267 | $198.0K | 0.05% | 00.0% | Unchanged |
| Schubert & Co | 1,250 | $198.0K | 0.20% | +1,250 | New |
| Horrell Capital Management, Inc. | 1,272 | $201.0K | 0.06% | −125−8.9% | Reduced |
| Capital Bank & Trust Co | 1,285 | $203.0K | 6.45% | 00.0% | Unchanged |
| Brickley Wealth Management | 1,279 | $203.0K | 0.04% | +44+3.6% | Added |
| Flower City Capital | 1,282 | $203.0K | 0.20% | +1,282 | New |
| WorthPointe, LLC | 1,308 | $203.0K | 0.18% | +1,308 | New |
| St. Clair Advisors, LLC | 1,285 | $203.5K | 0.12% | −881−40.7% | Reduced |
| Leelyn Smith, LLC | 1,289 | $204.0K | 0.05% | −25−1.9% | Reduced |
| Mycio Wealth Partners, LLC | 1,286 | $204.0K | 0.07% | 00.0% | Unchanged |
| Truvvo Partners LLC | 1,291 | $204.0K | 2.17% | +8+0.6% | Added |
| Jackson Wealth Management, LLC | 1,288 | $204.0K | 0.03% | +1,288 | New |
| WestHill Financial Advisors, Inc. | 1,291 | $204.0K | 0.06% | +1,291 | New |
| Benchmark Financial Wealth Advisors, LLC | 1,293 | $205.0K | 0.09% | +1,293 | New |
| Wealthstar Advisors, LLC | 1,305 | $206.0K | 0.07% | −38−2.8% | Reduced |
| Epiq Partners, LLC | 1,303 | $206.0K | 0.11% | −7−0.5% | Reduced |
| Flossbach Von Storch AG | 1,300 | $206.0K | 0.00% | 00.0% | Unchanged |
| Enlightenment Research, LLC | 1,300 | $206.0K | 0.29% | +1,300 | New |
| Teramo Advisors, LLC | 1,300 | $206.0K | 0.13% | +1,300 | New |
| Old North State Wealth Management, LLC | 1,305 | $206.8K | 0.21% | +1,305 | New |
| Capital Market Strategies LLC | 1,307 | $207.0K | 0.17% | +1,307 | New |
| Periscope Capital Inc. | 1,316 | $208.0K | 0.01% | +1,316 | New |
| WFA Asset Management Corp | 1,317 | $208.6K | 0.14% | +1,317 | New |
| Seneca Financial Advisors LLC | 1,329 | $210.4K | 0.12% | +4+0.3% | Added |
| Detalus Advisors, LLC | 1,332 | $211.0K | 0.10% | −410−23.5% | Reduced |
| Verity Asset Management, Inc. | 1,336 | $211.0K | 0.12% | +39+3.0% | Added |
| Clarus Wealth Advisors | 1,250 | $211.0K | 0.12% | +1,250 | New |
| Retirement Capital Strategies | 1,338 | $212.0K | 0.08% | +6+0.5% | Added |
| Clientfirst Wealth Management, LLC | 1,504 | $212.0K | 0.19% | +1,504 | New |
| Timber Creek Capital Management LLC | 1,350 | $213.0K | 0.06% | 00.0% | Unchanged |
| First Affirmative Financial Network | 1,343 | $213.0K | 0.19% | +82+6.5% | Added |
| McDonough Capital Management, Inc | 1,352 | $214.0K | 0.17% | +1,352 | New |
| Blue Barn Wealth, LLC | 1,355 | $215.0K | 0.15% | −3−0.2% | Reduced |
| Annapolis Financial Services, LLC | 1,355 | $215.0K | 0.07% | +5+0.4% | Added |
| Sepio Capital, LP | 1,361 | $215.0K | 0.02% | +1,361 | New |
| Waller Financial Planning Group, Inc | 1,365 | $216.0K | 0.05% | 00.0% | Unchanged |
| MD Financial Management Inc. | 1,366 | $216.0K | 0.01% | +292+27.2% | Added |
| Peterson Wealth Advisors, LLC | 1,363 | $216.0K | 0.06% | +1,363 | New |
| Bernardo Wealth Planning LLC | 1,367 | $216.0K | 0.11% | +1,367 | New |
| Acas, LLC | 1,378 | $218.0K | 0.32% | −25−1.8% | Reduced |
| Van Leeuwen & Company, LLC | 1,381 | $219.0K | 0.12% | −112−7.5% | Reduced |
| Toth Financial Advisory Corp | 1,385 | $219.0K | 0.03% | 00.0% | Unchanged |
| Graham Capital Wealth Management, LLC | 1,378 | $219.0K | 0.18% | +1,378 | New |
| Sage Capital Advisors,llc | 1,477 | $220.0K | 0.08% | +2+0.1% | Added |
| RTD Financial Advisors, Inc. | 1,389 | $220.0K | 0.03% | +1,389 | New |
| Beaird Harris Wealth Management, LLC | 1,390 | $220.0K | 0.08% | +1,390 | New |
| Cowen Prime Advisors LLC | 1,395 | $221.0K | 0.08% | 00.0% | Unchanged |
| GW Henssler & Associates Ltd | 1,397 | $221.0K | 0.01% | +1,397 | New |
| Graham Capital Management, L.P. | 1,396 | $221.0K | 0.01% | +1,396 | New |
| Warwick Investment Management, Inc. | 1,394 | $221.0K | 0.11% | +1,394 | New |
| Rappaport Reiches Capital Management, LLC | 1,399 | $221.5K | 0.19% | −43−3.0% | Reduced |
| Biechele Royce Advisors | 1,407 | $223.0K | 0.09% | −70−4.7% | Reduced |
| Daniels&Tansey,LLP | 1,409 | $223.0K | 0.07% | +37+2.7% | Added |
| Kendall Capital Management | 1,406 | $223.0K | 0.11% | +100+7.7% | Added |
| Southern Capital Advisors, LLC | 1,409 | $223.0K | 0.14% | +1,409 | New |
| Valtinson Bruner Financial Planning LLC | 1,413 | $224.0K | 0.12% | +1+0.1% | Added |
| Keystone Financial Planning, Inc. | 1,413 | $224.0K | 0.08% | 00.0% | Unchanged |
| Rezny Wealth Management, Inc. | 1,426 | $225.0K | 0.07% | 00.0% | Unchanged |
| Dentgroup LLC | 1,421 | $225.0K | 0.21% | +1,421 | New |
| PRW Wealth Management LLC | 1,426 | $226.0K | 0.11% | +84+6.3% | Added |
| Epic Trust Investment Advisors, LLC | 1,428 | $226.0K | 0.33% | +1,428 | New |
| Von Berge Wealth Management Group, LLC | 1,520 | $226.0K | 0.21% | +1,520 | New |
| DB Wealth Management Group, LLC | 1,433 | $227.0K | 0.13% | +1+0.1% | Added |
| Fortress Wealth Management, Inc. | 1,435 | $227.0K | 0.17% | +1,435 | New |
| Apexium Financial, LP | 1,438 | $228.0K | 0.12% | −729−33.6% | Reduced |
| Nauset Wealth Management. LLC | 1,452 | $230.0K | 0.22% | +1,452 | New |
| Biltmore Capital Advisors LLC | 1,457 | $231.0K | 0.04% | −100−6.4% | Reduced |
| HT Partners LLC | 1,459 | $231.0K | 0.07% | +41+2.9% | Added |
| Weybosset Research & Management LLC | 1,465 | $232.0K | 0.09% | −160−9.8% | Reduced |
| West Wealth Group, LLC | 1,471 | $233.0K | 0.09% | +1,471 | New |
| American Financial Advisors, LLC | 1,478 | $234.0K | 0.03% | +6+0.4% | Added |
| Tanaka Capital Management Inc | 1,487 | $235.0K | 0.45% | −338−18.5% | Reduced |
| Ascension Capital Advisors, Inc. | 1,481 | $235.0K | 0.15% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 1,494 | $237.0K | 0.05% | −1,917−56.2% | Reduced |