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 |
|---|---|---|---|---|---|
| Mount Vernon Associates Inc | 25,732 | $4.08M | 3.53% | −175−0.7% | Reduced |
| Chesapeake Wealth Management | 25,739 | $4.08M | 1.37% | +18+0.1% | Added |
| PDS Planning, Inc | 25,794 | $4.08M | 0.78% | −130−0.5% | Reduced |
| First Business Financial Services, Inc. | 25,810 | $4.09M | 0.43% | +588+2.3% | Added |
| Arlington Financial Advisors, LLC | 25,830 | $4.09M | 1.39% | −685−2.6% | Reduced |
| JB Capital LLC | 25,835 | $4.09M | 0.41% | −2,446−8.6% | Reduced |
| IMA Wealth, Inc. | 25,856 | $4.09M | 0.90% | +1,008+4.1% | Added |
| Canvas Wealth Advisors, LLC | 25,864 | $4.10M | 1.47% | +101+0.4% | Added |
| Pekin Hardy Strauss, Inc. | 25,878 | $4.10M | 0.56% | +899+3.6% | Added |
| Pathstone Family Office, LLC | 25,858 | $4.10M | 0.10% | +1,368+5.6% | Added |
| Metis Global Partners, LLC | 25,882 | $4.10M | 1.14% | +25,882 | New |
| Claro Advisors LLC | 25,914 | $4.10M | 1.48% | +757+3.0% | Added |
| Parisi Gray Wealth Management | 25,939 | $4.11M | 1.54% | +128+0.5% | Added |
| Hengehold Capital Management LLC | 25,941 | $4.11M | 0.51% | −169−0.6% | Reduced |
| Peterson Wealth Services | 25,960 | $4.11M | 2.73% | +25,960 | New |
| Eos Management, L.P. | 26,000 | $4.12M | 2.42% | 00.0% | Unchanged |
| BFSG, LLC | 25,998 | $4.12M | 0.57% | +1,798+7.4% | Added |
| Brightworth | 26,000 | $4.12M | 0.38% | +4,755+22.4% | Added |
| Marino, Stram & Associates LLC | 26,019 | $4.12M | 1.26% | +335+1.3% | Added |
| Tiedemann Advisors, LLC | 26,037 | $4.12M | 0.20% | −10.0% | Reduced |
| Cordatus Wealth Management LLC | 26,045 | $4.12M | 1.21% | +4,577+21.3% | Added |
| Vaughan Nelson Investment Management, L.P. | 26,070 | $4.13M | 0.04% | −1,065−3.9% | Reduced |
| Central Asset Investments & Management Holdings (HK) Ltd | 26,106 | $4.13M | 2.86% | −7,300−21.9% | Reduced |
| Scott & Selber, Inc. | 26,108 | $4.13M | 1.47% | −28−0.1% | Reduced |
| High Note Wealth, LLC | 26,109 | $4.13M | 1.39% | +448+1.7% | Added |
| Atlantic Trust, LLC | 26,144 | $4.14M | 2.44% | +118+0.5% | Added |
| Capital Planning Advisors, LLC | 26,169 | $4.14M | 0.79% | +809+3.2% | Added |
| Johanson Financial Advisors, Inc. | 26,189 | $4.15M | 1.27% | −430−1.6% | Reduced |
| Laffer Tengler Investments | 26,194 | $4.15M | 1.20% | +274+1.1% | Added |
| Independence Bank of Kentucky | 26,255 | $4.16M | 1.70% | −332−1.2% | Reduced |
| Jaffetilchin Investment Partners, LLC | 26,364 | $4.17M | 0.39% | +1,056+4.2% | Added |
| Mathes Company, Inc. | 26,373 | $4.18M | 1.44% | −605−2.2% | Reduced |
| Eagle Capital Management, LLC | 26,414 | $4.18M | 1.10% | +855+3.3% | Added |
| Options Solutions, LLC | 26,422 | $4.18M | 3.80% | +26,422 | New |
| SkyOak Wealth, LLC | 26,431 | $4.18M | 1.06% | +45+0.2% | Added |
| Shoker Investment Counsel, Inc. | 26,443 | $4.19M | 1.92% | +63+0.2% | Added |
| Signet Investment Advisory Group, Inc. | 26,459 | $4.19M | 2.38% | +462+1.8% | Added |
| Americana Partners, LLC | 26,467 | $4.19M | 0.76% | −174−0.7% | Reduced |
| Sterling Investment Advisors, Ltd. | 26,566 | $4.21M | 1.18% | −70−0.3% | Reduced |
| Herold Advisors, Inc. | 26,568 | $4.21M | 1.63% | +303+1.2% | Added |
| Zevenbergen Capital Investments LLC | 26,773 | $4.24M | 0.09% | +2,025+8.2% | Added |
| GSB Wealth Management, LLC | 26,819 | $4.25M | 1.22% | +3,682+15.9% | Added |
| apricus wealth, LLC | 26,864 | $4.25M | 3.80% | +26,864 | New |
| ProVise Management Group, LLC | 26,879 | $4.26M | 0.39% | +113+0.4% | Added |
| Glen Eagle Advisors, LLC | 26,915 | $4.26M | 1.11% | +1,957+7.8% | Added |
| Two Sigma Securities, LLC | 26,989 | $4.27M | 0.83% | +24,593+1,026.4% | Added |
| Hall Capital Management Co Inc | 27,009 | $4.28M | 2.42% | −728−2.6% | Reduced |
| Moloney Securities Asset Management, LLC | 27,032 | $4.28M | 0.73% | −664−2.4% | Reduced |
| Aj Wealth Strategies, LLC | 27,054 | $4.28M | 0.20% | −37,914−58.4% | Reduced |
| Atlas Brown,Inc. | 27,074 | $4.29M | 1.66% | +404+1.5% | Added |
| Altfest L J & Co Inc | 27,093 | $4.29M | 0.82% | −89−0.3% | Reduced |
| 9258 Wealth Management, LLC | 27,104 | $4.29M | 0.98% | +1,299+5.0% | Added |
| Allworth Financial LP | 27,141 | $4.30M | 0.06% | +1,524+5.9% | Added |
| Eisler Capital (UK) Ltd. | 27,143 | $4.30M | 0.57% | +14,160+109.1% | Added |
| American National Registered Investment Advisor, Inc. | 27,225 | $4.31M | 1.42% | −40.0% | Reduced |
| Goodwin Daniel L | 27,232 | $4.31M | 1.89% | −320−1.2% | Reduced |
| Citizens National Bank Trust Department | 27,278 | $4.32M | 1.64% | −20,165−42.5% | Reduced |
| Hilltop Holdings Inc. | 27,305 | $4.32M | 0.45% | +2,372+9.5% | Added |
| Ascent Group, LLC | 29,891 | $4.34M | 0.55% | +29,891 | New |
| tru Independence LLC | 27,403 | $4.34M | 1.18% | −271−1.0% | Reduced |
| Hayek Kallen Investment Management | 27,481 | $4.35M | 1.55% | +4,345+18.8% | Added |
| Enhancing Capital LLC | 27,490 | $4.35M | 4.73% | +27,490 | New |
| Barings LLC | 27,498 | $4.35M | 0.11% | +2,652+10.7% | Added |
| LSV Asset Management | 27,500 | $4.36M | 0.01% | −35,660−56.5% | Reduced |
| Orion Portfolio Solutions, LLC | 27,555 | $4.36M | 0.15% | +2,202+8.7% | Added |
| NEXT Financial Group, Inc | 27,555 | $4.36M | 0.29% | +298+1.1% | Added |
| RFG Advisory, LLC | 27,709 | $4.39M | 0.30% | +1,292+4.9% | Added |
| Baader Bank INC | 27,725 | $4.39M | 0.35% | +27,725 | New |
| United Bank | 27,744 | $4.39M | 2.36% | +666+2.5% | Added |
| Zurich Insurance Group Ltd | 27,800 | $4.40M | 0.05% | 00.0% | Unchanged |
| Hudock, Inc. | 27,810 | $4.40M | 1.24% | −306−1.1% | Reduced |
| GDS Wealth Management | 27,809 | $4.40M | 0.99% | +27,809 | New |
| Tiemann Investment Advisors, LLC | 27,820 | $4.41M | 1.86% | −39−0.1% | Reduced |
| Pitcairn Co | 27,830 | $4.41M | 0.28% | −488−1.7% | Reduced |
| Allen Capital Group, LLC | 27,840 | $4.41M | 0.62% | −256−0.9% | Reduced |
| Act Two Investors LLC | 27,851 | $4.41M | 3.48% | −61−0.2% | Reduced |
| Avidian Wealth Solutions, LLC | 27,926 | $4.42M | 0.28% | +4,837+20.9% | Added |
| Hixon Zuercher, LLC | 28,014 | $4.44M | 2.23% | +1,220+4.6% | Added |
| JT Stratford LLC | 28,083 | $4.45M | 1.22% | +539+2.0% | Added |
| Capital Investment Advisory Services, LLC | 28,095 | $4.45M | 0.53% | +795+2.9% | Added |
| SeaBridge Investment Advisors LLC | 28,165 | $4.46M | 1.43% | −3,066−9.8% | Reduced |
| Seven Eight Capital, LP | 28,167 | $4.46M | 0.80% | +28,167 | New |
| Nikulski Financial, Inc. | 28,181 | $4.46M | 1.87% | +379+1.4% | Added |
| Ameritas Advisory Services, LLC | 28,181 | $4.46M | 0.16% | +28,181 | New |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 28,320 | $4.48M | 3.07% | −8,680−23.5% | Reduced |
| Tokio Marine Asset Management Co Ltd | 28,322 | $4.49M | 0.35% | +1,575+5.9% | Added |
| Flagship Harbor Advisors, LLC | 28,364 | $4.49M | 0.43% | +3,134+12.4% | Added |
| Old Port Advisors | 27,168 | $4.50M | 1.52% | −397−1.4% | Reduced |
| CAPROCK Group, Inc. | 28,405 | $4.50M | 0.37% | −2,691−8.7% | Reduced |
| Advisor Resource Council | 28,411 | $4.50M | 0.35% | +15,922+127.5% | Added |
| Account Management LLC | 28,477 | $4.51M | 3.89% | +28,477 | New |
| Stonehage Fleming Financial Services Holdings Ltd | 28,503 | $4.51M | 0.12% | +36+0.1% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 28,548 | $4.52M | 0.29% | +1,317+4.8% | Added |
| Weil Company, Inc. | 28,562 | $4.52M | 2.11% | −3,063−9.7% | Reduced |
| Strategic Blueprint, LLC | 28,610 | $4.53M | 0.57% | +8,987+45.8% | Added |
| Andrew Hill Investment Advisors, Inc. | 28,608 | $4.53M | 4.23% | +28,608 | New |
| Brookmont Capital Management | 28,615 | $4.53M | 2.40% | −1,262−4.2% | Reduced |
| NorthRock Partners, LLC | 28,645 | $4.54M | 0.34% | +2,727+10.5% | Added |
| RBA Wealth Management, LLC | 28,665 | $4.54M | 2.14% | +28,665 | New |
| Secure Asset Management, LLC | 28,813 | $4.56M | 1.85% | +8,770+43.8% | Added |