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 |
|---|---|---|---|---|---|
| Trust Asset Management LLC | 28,942 | $4.58M | 0.57% | 00.0% | Unchanged |
| Morgan Jess S & Co Inc | 28,972 | $4.59M | 2.82% | +255+0.9% | Added |
| Shelter Mutual Insurance Co | 29,000 | $4.59M | 1.19% | 00.0% | Unchanged |
| Highlander Partners, L.P. | 29,000 | $4.59M | 5.60% | +29,000 | New |
| Lafayette Investments, Inc. | 29,070 | $4.60M | 1.15% | +103+0.4% | Added |
| Leuthold Group, LLC | 29,093 | $4.61M | 0.54% | −520−1.8% | Reduced |
| Trustco Bank Corp N Y | 29,095 | $4.61M | 4.03% | −250−0.9% | Reduced |
| High Pines Wealth Management, LLC | 29,193 | $4.62M | 3.22% | −1,860−6.0% | Reduced |
| Procyon Private Wealth Partners, LLC | 29,259 | $4.63M | 0.99% | +2,404+9.0% | Added |
| Charles Schwab Trust Co | 29,354 | $4.65M | 0.75% | +1,298+4.6% | Added |
| Rosenblum Silverman Sutton S F Inc | 29,369 | $4.65M | 1.05% | −260−0.9% | Reduced |
| Enterprise Bank & Trust Co | 29,388 | $4.65M | 1.63% | +124+0.4% | Added |
| NewSquare Capital LLC | 29,423 | $4.66M | 0.49% | +2,840+10.7% | Added |
| Violich Capital Management, Inc. | 29,453 | $4.66M | 0.67% | +430+1.5% | Added |
| Carderock Capital Management Inc | 29,495 | $4.67M | 1.12% | +2,760+10.3% | Added |
| Kore Private Wealth LLC | 29,524 | $4.67M | 0.57% | −5,595−15.9% | Reduced |
| Comerica Securities,inc. | 29,530 | $4.68M | 0.30% | +709+2.5% | Added |
| Banco de Sabadell, S.A | 29,621 | $4.69M | 2.63% | +9,800+49.4% | Added |
| Supplemental Annuity Collective Trust of NJ | 29,700 | $4.70M | 1.44% | 00.0% | Unchanged |
| Congress Park Capital LLC | 29,753 | $4.71M | 2.32% | −114−0.4% | Reduced |
| Amarillo National Bank | 29,774 | $4.71M | 0.92% | +32+0.1% | Added |
| Bessemer Securities LLC | 29,781 | $4.72M | 1.28% | +4,847+19.4% | Added |
| Lakeview Capital Partners, LLC | 29,805 | $4.72M | 2.76% | −628−2.1% | Reduced |
| Sheets Smith Wealth Management | 29,905 | $4.74M | 0.59% | +147+0.5% | Added |
| Monetta Financial Services Inc | 30,000 | $4.75M | 3.67% | 00.0% | Unchanged |
| CSS LLC | 30,000 | $4.75M | 0.21% | +30,000 | New |
| Cna Financial Corp | 30,000 | $4.75M | 1.24% | −2,500−7.7% | Reduced |
| Allen Holding Inc | 30,000 | $4.75M | 0.64% | 00.0% | Unchanged |
| Bleichroeder LP | 30,000 | $4.75M | 0.74% | 00.0% | Unchanged |
| Ally Financial Inc. | 30,000 | $4.75M | 0.43% | +30,000 | New |
| Zuckerman Investment Group, LLC | 30,042 | $4.76M | 0.74% | +340+1.1% | Added |
| Strategic Wealth Designers | 30,063 | $4.76M | 1.24% | +4,847+19.2% | Added |
| 55I, LLC | 30,081 | $4.76M | 0.12% | +1,888+6.7% | Added |
| Audent Global Asset Management, LLC | 30,104 | $4.77M | 2.00% | +30,104 | New |
| MTM Investment Management, LLC | 30,267 | $4.79M | 2.28% | +503+1.7% | Added |
| Reliant Investment Management, LLC | 30,285 | $4.80M | 1.97% | +980+3.3% | Added |
| Walled Lake Planning & Wealth Management, LLC | 30,298 | $4.80M | 2.78% | +5,575+22.5% | Added |
| Canal Capital Management, LLC | 30,312 | $4.80M | 1.16% | +2,445+8.8% | Added |
| SRN Advisors, LLC | 30,357 | $4.81M | 1.73% | −1,103−3.5% | Reduced |
| Marcum Wealth, LLC | 30,375 | $4.81M | 0.67% | +745+2.5% | Added |
| Meristem Family Wealth, LLC | 30,384 | $4.81M | 0.41% | +122+0.4% | Added |
| Investors Asset Management of Georgia Inc | 30,430 | $4.82M | 2.30% | −40−0.1% | Reduced |
| Essex LLC | 30,433 | $4.82M | 1.29% | +1,006+3.4% | Added |
| Good Life Advisors, LLC | 30,449 | $4.82M | 0.59% | −140−0.5% | Reduced |
| Baker Tilly Wealth Management, LLC | 30,459 | $4.82M | 0.52% | +2,136+7.5% | Added |
| Triasima Portfolio Management inc. | 30,475 | $4.83M | 0.23% | +330+1.1% | Added |
| SOL Capital Management CO | 30,492 | $4.83M | 0.87% | −170−0.6% | Reduced |
| ARGI Investment Services, LLC | 30,545 | $4.84M | 0.14% | +1,319+4.5% | Added |
| Castleview Partners, LLC | 766,449 | $4.84M | 0.04% | +766,449 | New |
| TRUE Private Wealth Advisors | 30,656 | $4.85M | 0.69% | +726+2.4% | Added |
| First Nebraska Trust Co | 30,656 | $4.85M | 0.58% | −604−1.9% | Reduced |
| Smithfield Trust Co | 30,672 | $4.86M | 0.30% | −1,011−3.2% | Reduced |
| Country Club Trust Company, n.a. | 30,657 | $4.86M | 0.38% | −61−0.2% | Reduced |
| Wealth Effects LLC | 30,780 | $4.87M | 2.02% | +30,780 | New |
| Jackson Square Capital, LLC | 30,817 | $4.88M | 1.40% | −117−0.4% | Reduced |
| Capital Insight Partners, LLC | 31,046 | $4.92M | 1.00% | +425+1.4% | Added |
| Salem Capital Management Inc | 31,080 | $4.92M | 2.55% | −258−0.8% | Reduced |
| Horizon Investment Services, LLC | 31,125 | $4.93M | 2.26% | +444+1.4% | Added |
| Bedel Financial Consulting, Inc. | 31,132 | $4.93M | 1.53% | −3,340−9.7% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 31,136 | $4.93M | 1.48% | +538+1.8% | Added |
| Trustcore Financial Services, LLC | 31,133 | $4.93M | 0.56% | +639+2.1% | Added |
| Western Wealth Management, LLC | 31,158 | $4.94M | 0.49% | +31,158 | New |
| Lauterbach Financial Advisors, LLC | 31,180 | $4.94M | 4.36% | +31,180 | New |
| Addison Capital Co | 31,256 | $4.95M | 2.22% | +1,551+5.2% | Added |
| Bill Few Associates, Inc. | 31,252 | $4.95M | 2.56% | +31,252 | New |
| Mendel Money Management | 31,261 | $4.95M | 2.85% | −338−1.1% | Reduced |
| Mountain Pacific Investment Advisers Inc | 31,265 | $4.95M | 0.29% | −95−0.3% | Reduced |
| Kavar Capital Partners Group, LLC | 31,325 | $4.96M | 1.03% | +1,083+3.6% | Added |
| Horizon Investments, LLC | 31,508 | $4.96M | 0.15% | +2,432+8.4% | Added |
| Sunbelt Securities, Inc. | 31,860 | $4.97M | 0.81% | −3,177−9.1% | Reduced |
| McBroom & Associates, LLC | 31,397 | $4.97M | 3.74% | +31,397 | New |
| Citizens & Northern Corp | 31,410 | $4.97M | 1.78% | −407−1.3% | Reduced |
| Pegasus Asset Management, Inc. | 31,461 | $4.98M | 2.04% | +473+1.5% | Added |
| Rocky Mountain Advisers, LLC | 31,484 | $4.99M | 5.66% | +40.0% | Added |
| West Branch Capital LLC | 31,612 | $5.01M | 2.13% | +1,038+3.4% | Added |
| Wasatch Advisors Inc | 31,657 | $5.01M | 0.02% | +500+1.6% | Added |
| Andesa Financial Management Inc. | 31,691 | $5.02M | 2.47% | +608+2.0% | Added |
| Aureus Asset Management, LLC | 31,690 | $5.02M | 0.31% | +614+2.0% | Added |
| J.W. Cole Advisors, Inc. | 31,708 | $5.02M | 0.33% | +175+0.6% | Added |
| Trustmark National Bank Trust Department | 31,749 | $5.03M | 0.38% | +1,999+6.7% | Added |
| Triangle Securities Wealth Management | 31,772 | $5.03M | 1.57% | −255−0.8% | Reduced |
| Brandywine Oak Private Wealth LLC | 31,534 | $5.03M | 0.55% | −1,131−3.5% | Reduced |
| Principal Street Partners, LLC | 31,794 | $5.04M | 1.21% | −481−1.5% | Reduced |
| First Interstate Bank | 31,805 | $5.04M | 0.49% | +34+0.1% | Added |
| Ahl Investment Management, Inc. | 31,805 | $5.04M | 4.60% | +31,805 | New |
| Strategic Wealth Partners, Ltd. | 31,818 | $5.04M | 0.95% | +1,987+6.7% | Added |
| Laidlaw Wealth Management LLC | 31,870 | $5.05M | 0.81% | +3,691+13.1% | Added |
| Lincoln Capital LLC | 31,918 | $5.05M | 1.25% | −50.0% | Reduced |
| Bank Ozk | 31,946 | $5.06M | 2.06% | +45+0.1% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 32,022 | $5.07M | 0.42% | +1,061+3.4% | Added |
| First Personal Financial Services | 32,038 | $5.07M | 1.14% | +1,297+4.2% | Added |
| Delta Capital Management LLC | 32,045 | $5.07M | 2.84% | +40+0.1% | Added |
| Concorde Financial Corp | 30,559 | $5.08M | 3.20% | +30,559 | New |
| Bell & Brown Wealth Advisors, LLC | 32,440 | $5.09M | 2.46% | +1,263+4.1% | Added |
| Robertson Stephens Wealth Management, LLC | 32,189 | $5.10M | 0.43% | +12,518+63.6% | Added |
| Duff & Phelps Investment Management Co | 32,195 | $5.10M | 0.06% | +155+0.5% | Added |
| Patten Group, Inc. | 32,221 | $5.10M | 1.35% | +512+1.6% | Added |
| Exchange Capital Management, Inc. | 32,260 | $5.11M | 0.93% | +52+0.2% | Added |
| Monarch Capital Management Inc | 32,436 | $5.14M | 1.32% | +471+1.5% | Added |
| Regal Investment Advisors LLC | 32,479 | $5.14M | 0.46% | −1,881−5.5% | Reduced |