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 |
|---|---|---|---|---|---|
| Balasa Dinverno & Foltz LLC | 22,648 | $3.59M | 0.23% | −484−2.1% | Reduced |
| Liberty Capital Management, Inc. | 22,667 | $3.59M | 0.97% | −805−3.4% | Reduced |
| Blue Fin Capital, Inc. | 22,677 | $3.59M | 0.99% | +139+0.6% | Added |
| Scissortail Wealth Management, LLC | 22,677 | $3.59M | 1.38% | +22,677 | New |
| OPSEU Pension Plan Trust Fund | 21,695 | $3.60M | 0.82% | +1,476+7.3% | Added |
| Butensky & Cohen Financial Security, Inc | 22,761 | $3.60M | 1.29% | −227−1.0% | Reduced |
| Almanack Investment Partners, LLC. | 22,773 | $3.61M | 0.29% | +1,070+4.9% | Added |
| Harbor Advisory Corp | 22,848 | $3.62M | 1.47% | +200+0.9% | Added |
| Connolly Sarah T. | 22,894 | $3.63M | 2.02% | +7,231+46.2% | Added |
| Rehmann Capital Advisory Group | 22,921 | $3.63M | 0.34% | −128−0.6% | Reduced |
| UBP Investment Advisors SA | 22,896 | $3.63M | 1.32% | +2,532+12.4% | Added |
| NCM Capital Management, LLC | 22,928 | $3.63M | 3.22% | +22,928 | New |
| Argus Investors' Counsel, Inc. | 22,959 | $3.63M | 2.19% | +6,954+43.4% | Added |
| Wealthsource Partners, LLC | 22,965 | $3.64M | 0.29% | +773+3.5% | Added |
| Kovack Advisors, Inc. | 23,002 | $3.64M | 0.35% | −1,096−4.5% | Reduced |
| Union Heritage Capital, LLC | 23,000 | $3.64M | 1.71% | 00.0% | Unchanged |
| McKinley Carter Wealth Services, Inc. | 23,040 | $3.65M | 0.27% | +585+2.6% | Added |
| Canton Hathaway, LLC | 23,054 | $3.65M | 0.99% | +664+3.0% | Added |
| Indiana Trust & Investment Management CO | 23,080 | $3.65M | 1.69% | −375−1.6% | Reduced |
| SOA Wealth Advisors, LLC. | 23,074 | $3.66M | 0.89% | −123−0.5% | Reduced |
| Csenge Advisory Group | 23,291 | $3.66M | 0.33% | −956−3.9% | Reduced |
| FourThought Financial, LLC | 23,118 | $3.66M | 0.46% | −1,196−4.9% | Reduced |
| First Commonwealth Financial Corp | 23,127 | $3.66M | 1.18% | −112−0.5% | Reduced |
| Nichols & Pratt Advisers LLP | 23,143 | $3.66M | 0.25% | +50+0.2% | Added |
| Spirit of America Management Corp | 23,142 | $3.66M | 0.74% | 00.0% | Unchanged |
| Nicolet Bankshares Inc | 23,143 | $3.66M | 0.81% | +1,348+6.2% | Added |
| TrimTabs Asset Management, LLC | 23,173 | $3.67M | 1.80% | −2,701−10.4% | Reduced |
| FLC Capital Advisors | 23,173 | $3.67M | 1.02% | −300−1.3% | Reduced |
| RDA Financial Network | 23,181 | $3.67M | 1.50% | −211−0.9% | Reduced |
| Newman Dignan & Sheerar, Inc. | 23,184 | $3.67M | 1.11% | +210+0.9% | Added |
| West Oak Capital, LLC | 23,212 | $3.68M | 1.35% | −1,245−5.1% | Reduced |
| Van Eck Associates Corp | 23,228 | $3.68M | 0.01% | −3,367−12.7% | Reduced |
| Aspen Investment Management Inc | 23,337 | $3.69M | 1.82% | +89+0.4% | Added |
| Sutton Wealth Advisors Inc. | 23,399 | $3.71M | 1.24% | +826+3.7% | Added |
| Roberts Wealth Advisors, LLC | 22,944 | $3.71M | 1.34% | −520−2.2% | Reduced |
| J. W. Coons Advisors, LLC | 23,417 | $3.71M | 1.12% | −1,691−6.7% | Reduced |
| Evermay Wealth Management LLC | 23,447 | $3.71M | 0.66% | −138−0.6% | Reduced |
| Hudson Value Partners, LLC | 23,538 | $3.73M | 1.81% | −705−2.9% | Reduced |
| Peddock Capital Advisors, LLC | 23,660 | $3.75M | 1.24% | +114+0.5% | Added |
| Blume Capital Management, Inc. | 23,713 | $3.75M | 1.24% | −406−1.7% | Reduced |
| Gables Capital Management Inc. | 23,726 | $3.76M | 2.24% | −100−0.4% | Reduced |
| Platform Technology Partners | 23,736 | $3.76M | 1.65% | +226+1.0% | Added |
| SlateStone Wealth, LLC | 23,755 | $3.76M | 0.80% | +701+3.0% | Added |
| Mission Wealth Management, LP | 23,760 | $3.76M | 0.17% | +5,266+28.5% | Added |
| AllGen Financial Advisors, Inc. | 23,803 | $3.77M | 2.79% | +1,719+7.8% | Added |
| Gradient Capital Advisors, LLC | 23,850 | $3.78M | 1.57% | +516+2.2% | Added |
| Marietta Investment Partners LLC | 23,881 | $3.78M | 0.80% | +250+1.1% | Added |
| Independent Financial Group, LLC | 23,890 | $3.78M | 0.31% | +1,183+5.2% | Added |
| HCR Wealth Advisors | 23,963 | $3.79M | 0.59% | −156−0.6% | Reduced |
| X-Square Capital, LLC | 24,009 | $3.80M | 1.91% | −1,316−5.2% | Reduced |
| Lindbrook Capital, LLC | 24,018 | $3.80M | 0.58% | +18,561+340.1% | Added |
| WD Rutherford LLC | 24,055 | $3.81M | 1.93% | −270−1.1% | Reduced |
| Bank of Stockton | 24,059 | $3.81M | 1.12% | −40.0% | Reduced |
| Roanoke Asset Management Corp | 24,068 | $3.81M | 1.26% | −164−0.7% | Reduced |
| Terril Brothers, Inc. | 24,135 | $3.82M | 0.84% | −381−1.6% | Reduced |
| Harbor Advisors LLC | 24,148 | $3.82M | 0.71% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 24,190 | $3.83M | 0.07% | +1,701+7.6% | Added |
| Cary Street Partner Investment Advisory LLC | 24,206 | $3.83M | 1.06% | +4,096+20.4% | Added |
| Enterprise Financial Services Corp | 24,234 | $3.84M | 0.59% | −27,369−53.0% | Reduced |
| Platte River Wealth Advisors, LLC | 22,954 | $3.85M | 1.32% | +284+1.3% | Added |
| Udine Wealth Management, Inc. | 24,379 | $3.86M | 3.98% | +24,379 | New |
| Balentine LLC | 24,496 | $3.88M | 0.14% | +4,791+24.3% | Added |
| Winch Advisory Services, LLC | 24,628 | $3.90M | 1.29% | +110+0.4% | Added |
| S&CO Inc | 24,655 | $3.90M | 0.28% | +1,000+4.2% | Added |
| Grove Bank & Trust | 24,683 | $3.91M | 0.75% | +1,258+5.4% | Added |
| Minot Wealth Management LLC | 24,724 | $3.92M | 0.75% | +4,457+22.0% | Added |
| Aspiriant, LLC | 24,719 | $3.92M | 0.21% | +722+3.0% | Added |
| Mechanics Financial Corp | 24,800 | $3.93M | 1.86% | +24,800 | New |
| Vident Investment Advisory, LLC | 24,848 | $3.94M | 0.10% | +4,591+22.7% | Added |
| Boston Research & Management Inc | 24,858 | $3.94M | 1.07% | +15+0.1% | Added |
| Malaga Cove Capital, LLC | 24,872 | $3.94M | 1.55% | −79−0.3% | Reduced |
| MV Capital Management, Inc. | 24,911 | $3.94M | 0.57% | +1,448+6.2% | Added |
| Fairhaven Wealth Management, LLC | 24,936 | $3.95M | 1.54% | +191+0.8% | Added |
| Creegan & Nassoura Financial Group, LLC | 24,954 | $3.95M | 2.99% | −49−0.2% | Reduced |
| Summit Financial, LLC | 24,967 | $3.95M | 0.30% | +5,190+26.2% | Added |
| St. Louis Trust Co | 25,007 | $3.96M | 0.84% | +7,297+41.2% | Added |
| Lee Danner & Bass Inc | 25,035 | $3.96M | 0.34% | +1,545+6.6% | Added |
| Papp L Roy & Associates | 25,136 | $3.98M | 0.46% | +60.0% | Added |
| Arkadios Wealth Advisors | 25,178 | $3.99M | 0.53% | +2,044+8.8% | Added |
| Bank Hapoalim BM | 25,200 | $3.99M | 0.40% | −2,218−8.1% | Reduced |
| Mayflower Financial Advisors, LLC | 25,321 | $4.01M | 0.53% | +42+0.2% | Added |
| Duality Advisers, LP | 25,323 | $4.01M | 0.43% | +25,323 | New |
| Magnus Financial Group LLC | 25,332 | $4.01M | 0.76% | +2,441+10.7% | Added |
| Anchor Investment Management, LLC | 25,353 | $4.01M | 0.50% | +1,884+8.0% | Added |
| StrategIQ Financial Group, LLC | 25,354 | $4.01M | 0.40% | +8,394+49.5% | Added |
| Magnetar Financial LLC | 25,367 | $4.02M | 0.04% | +25,367 | New |
| MBB Public Markets I LLC | 25,373 | $4.02M | 0.08% | +25,373 | New |
| Burney Co | 25,416 | $4.03M | 0.17% | −279−1.1% | Reduced |
| Resonant Capital Advisors, LLC | 25,419 | $4.03M | 0.61% | +1,697+7.2% | Added |
| Nwam LLC | 25,447 | $4.03M | 0.32% | +1,847+7.8% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 25,528 | $4.04M | 1.78% | +598+2.4% | Added |
| Proequities, Inc. | 25,532 | $4.04M | 0.23% | −1,488−5.5% | Reduced |
| Founders Capital Management | 25,566 | $4.05M | 2.60% | −686−2.6% | Reduced |
| Capital Asset Advisory Services LLC | 25,613 | $4.06M | 0.43% | −677−2.6% | Reduced |
| Financial Advisory Partners, LLC | 25,631 | $4.06M | 1.48% | +25,631 | New |
| Y-Intercept (Hong Kong) Ltd | 25,684 | $4.07M | 0.97% | −1,169−4.4% | Reduced |
| Curbstone Financial Management Corp | 25,698 | $4.07M | 0.72% | +542+2.2% | Added |
| Coastal Bridge Advisors, LLC | 25,701 | $4.07M | 0.85% | +2,098+8.9% | Added |
| Nicollet Investment Management, Inc. | 25,719 | $4.07M | 1.64% | −510−1.9% | Reduced |
| Am Investment Strategies LLC | 25,722 | $4.07M | 0.98% | +162+0.6% | Added |