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 |
|---|---|---|---|---|---|
| Paradigm Financial Partners, LLC | 32,484 | $5.14M | 1.08% | +1,217+3.9% | Added |
| Hamilton Point Investment Advisors, LLC | 32,565 | $5.16M | 1.23% | +1,197+3.8% | Added |
| Townsend Asset Management Corp | 32,583 | $5.16M | 2.46% | +519+1.6% | Added |
| TFG Advisers LLC | 32,627 | $5.17M | 2.25% | −412−1.2% | Reduced |
| Unison Asset Management LLC | 32,627 | $5.17M | 4.26% | 00.0% | Unchanged |
| BBR Partners, LLC | 32,709 | $5.18M | 0.61% | +743+2.3% | Added |
| Westover Capital Advisors, LLC | 32,776 | $5.19M | 1.51% | −1,186−3.5% | Reduced |
| Sentry Investment Management LLC | 32,774 | $5.19M | 1.36% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 32,866 | $5.20M | 0.89% | −1,714−5.0% | Reduced |
| Keebeck Wealth Management, LLC | 32,862 | $5.20M | 0.93% | +1,364+4.3% | Added |
| SPC Financial, Inc. | 32,873 | $5.21M | 0.58% | +231+0.7% | Added |
| Meridian Management Co | 32,920 | $5.21M | 1.51% | +254+0.8% | Added |
| Brighton Jones LLC | 32,943 | $5.22M | 0.25% | +2,165+7.0% | Added |
| SeaCrest Wealth Management, LLC | 32,972 | $5.22M | 0.57% | −398−1.2% | Reduced |
| Kentucky Farm Bureau Mutual Insurance Co | 33,000 | $5.23M | 1.34% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 33,080 | $5.24M | 1.85% | +10,542+46.8% | Added |
| GM Advisory Group, Inc. | 33,111 | $5.24M | 0.47% | +746+2.3% | Added |
| Monetary Management Group Inc | 33,114 | $5.24M | 1.30% | +1,075+3.4% | Added |
| Fusion Capital, LLC | 33,167 | $5.25M | 2.67% | +1,536+4.9% | Added |
| TrinityPoint Wealth, LLC | 33,196 | $5.26M | 0.93% | −311−0.9% | Reduced |
| NTV Asset Management LLC | 33,220 | $5.26M | 0.87% | −96−0.3% | Reduced |
| Exencial Wealth Advisors, LLC | 33,346 | $5.28M | 0.26% | −8,344−20.0% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 33,378 | $5.29M | 1.75% | +477+1.4% | Added |
| Family Legacy, Inc. | 31,583 | $5.29M | 2.16% | +617+2.0% | Added |
| Thoroughbred Financial Services, LLC | 33,496 | $5.30M | 1.11% | +2,457+7.9% | Added |
| MRJ Capital Inc | 33,518 | $5.31M | 3.06% | −2,374−6.6% | Reduced |
| Symmetry Partners, LLC | 33,597 | $5.32M | 0.34% | −4,643−12.1% | Reduced |
| Blue Zone Wealth Advisors, LLC | 33,677 | $5.33M | 1.76% | +315+0.9% | Added |
| Opus Investment Management Inc | 33,750 | $5.34M | 0.76% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 33,774 | $5.35M | 0.33% | +3,526+11.7% | Added |
| Horan Capital Advisors, LLC. | 33,833 | $5.36M | 2.12% | +901+2.7% | Added |
| Confluence Wealth Services, Inc. | 33,865 | $5.36M | 1.73% | +33,865 | New |
| ACG Wealth | 33,908 | $5.37M | 0.76% | −4,771−12.3% | Reduced |
| Quadrant Capital Group LLC | 33,957 | $5.38M | 0.64% | +7,955+30.6% | Added |
| Dixon Hubard Feinour & Brown Inc | 34,018 | $5.39M | 0.52% | +27,121+393.2% | Added |
| Journey Advisory Group, LLC | 34,228 | $5.42M | 1.50% | +2,798+8.9% | Added |
| Harbour Investments, Inc. | 34,251 | $5.42M | 0.32% | −31,715−48.1% | Reduced |
| Chou Associates Management Inc.SuperinvestorChou Associates | 34,275 | $5.43M | 3.76% | 00.0% | Unchanged |
| Forte Capital LLC | 34,330 | $5.44M | 0.69% | +1,134+3.4% | Added |
| IHT Wealth Management, LLC | 34,431 | $5.45M | 0.40% | +1,386+4.2% | Added |
| Essex Investment Management Co LLC | 34,529 | $5.47M | 0.63% | −23−0.1% | Reduced |
| Chicago Trust Co NA | 34,531 | $5.47M | 1.09% | +1,262+3.8% | Added |
| Schmidt P J Investment Management Inc | 36,870 | $5.48M | 1.09% | +259+0.7% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 34,662 | $5.49M | 0.90% | +7,526+27.7% | Added |
| Headinvest, LLC | 34,698 | $5.49M | 0.97% | +179+0.5% | Added |
| La Financiere de L'Echiquier | 34,700 | $5.50M | 0.19% | −7,300−17.4% | Reduced |
| Wealthspire Advisors, LLC | 34,702 | $5.50M | 0.12% | −6,194−15.1% | Reduced |
| Affinity Investment Advisors, LLC | 34,822 | $5.51M | 2.21% | −287−0.8% | Reduced |
| Coerente Capital Management | 34,822 | $5.51M | 1.04% | −200−0.6% | Reduced |
| V Wealth Advisors LLC | 34,929 | $5.53M | 0.81% | −750−2.1% | Reduced |
| E&G Advisors, LP | 35,002 | $5.54M | 1.38% | −150−0.4% | Reduced |
| MidWestOne Financial Group, Inc. | 35,035 | $5.55M | 1.16% | −156−0.4% | Reduced |
| Equitable Trust Co | 35,138 | $5.56M | 0.34% | +3,125+9.8% | Added |
| Chemistry Wealth Management LLC | 35,160 | $5.57M | 4.67% | +35,160 | New |
| Next Level Private LLC | 35,160 | $5.57M | 4.67% | +35,160 | New |
| Grandfield & Dodd, LLC | 35,150 | $5.57M | 0.36% | +186+0.5% | Added |
| Legacy Financial Advisors, Inc. | 35,344 | $5.60M | 1.28% | +577+1.7% | Added |
| Connable Office Inc | 35,373 | $5.60M | 0.71% | −1,319−3.6% | Reduced |
| Arrowstreet Capital, Limited Partnership | 35,391 | $5.60M | 0.01% | +35,391 | New |
| Brick & Kyle, Associates | 35,444 | $5.61M | 2.62% | +1,092+3.2% | Added |
| Source Financial Advisors LLC | 35,521 | $5.63M | 1.52% | −1,276−3.5% | Reduced |
| Clarius Group, LLC | 35,560 | $5.63M | 0.45% | +1,069+3.1% | Added |
| NEIRG Wealth Management, LLC | 35,559 | $5.63M | 1.08% | +35,559 | New |
| Aristotle Capital Management, LLC | 35,566 | $5.63M | 0.01% | −7,398−17.2% | Reduced |
| Providence Capital Advisors, LLC | 35,647 | $5.64M | 1.56% | −20,383−36.4% | Reduced |
| Contravisory Investment Management, Inc. | 35,659 | $5.65M | 1.52% | +1,033+3.0% | Added |
| Strategic Financial Services, Inc, | 35,728 | $5.66M | 0.42% | −1,434−3.9% | Reduced |
| Baugh & Associates, LLC | 35,751 | $5.66M | 3.13% | −20−0.1% | Reduced |
| Avantax Planning Partners, Inc. | 35,957 | $5.69M | 0.23% | +1,271+3.7% | Added |
| Bowling Portfolio Management LLC | 36,032 | $5.71M | 1.18% | −727−2.0% | Reduced |
| Cornercap Investment Counsel Inc | 36,078 | $5.71M | 0.83% | +6,239+20.9% | Added |
| Varma Mutual Pension Insurance Co | 36,125 | $5.72M | 0.08% | 00.0% | Unchanged |
| Souders Financial Advisors | 36,164 | $5.73M | 1.64% | +2,223+6.5% | Added |
| YorkBridge Wealth Partners, LLC | 36,202 | $5.73M | 1.28% | −522−1.4% | Reduced |
| Jacobi Capital Management LLC | 36,202 | $5.73M | 0.68% | +1,404+4.0% | Added |
| American National Insurance Co | 36,345 | $5.75M | 1.27% | −257,866−87.6% | Reduced |
| Buckhead Capital Management LLC | 36,391 | $5.76M | 1.22% | −3,433−8.6% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 36,458 | $5.77M | 4.63% | +1,192+3.4% | Added |
| Northwest Bancshares, Inc. | 36,469 | $5.78M | 1.14% | −1,122−3.0% | Reduced |
| Martingale Asset Management L P | 36,490 | $5.78M | 0.07% | +36,490 | New |
| Mandatum Life Insurance Co Ltd | 36,500 | $5.78M | 1.53% | 00.0% | Unchanged |
| Tradewinds, LLC. | 33,986 | $5.78M | 6.82% | +33,986 | New |
| Institutional & Family Asset Management, LLC | 36,585 | $5.79M | 0.91% | +134+0.4% | Added |
| Cottage Street Advisors LLC | 36,589 | $5.79M | 3.28% | +179+0.5% | Added |
| Excalibur Management Corp | 36,587 | $5.79M | 2.34% | +315+0.9% | Added |
| Andra AP-fonden | 36,700 | $5.81M | 0.12% | −3,700−9.2% | Reduced |
| Stillwater Investment Management, LLC | 36,763 | $5.82M | 1.43% | +61+0.2% | Added |
| Strategic Wealth Advisors Group, LLC | 36,278 | $5.84M | 0.27% | −2,690−6.9% | Reduced |
| Shepherd Financial Partners LLC | 36,854 | $5.84M | 1.01% | +960+2.7% | Added |
| NatWest Group plc | 36,908 | $5.84M | 3.01% | +8,958+32.1% | Added |
| AdvisorNet Financial, Inc | 37,036 | $5.87M | 0.36% | −1,149−3.0% | Reduced |
| Gotham Asset Management, LLC | 37,161 | $5.88M | 0.19% | −5,211−12.3% | Reduced |
| Capital Analysts, LLC | 37,223 | $5.89M | 0.36% | −1,290−3.3% | Reduced |
| Greenline Partners, LLC | 37,254 | $5.90M | 1.11% | −975−2.6% | Reduced |
| Bridgewater Advisors Inc. | 37,350 | $5.91M | 1.30% | +2,195+6.2% | Added |
| Hedeker Wealth, LLC | 37,478 | $5.93M | 1.72% | −204−0.5% | Reduced |
| Exchange Traded Concepts, LLC | 37,595 | $5.95M | 0.12% | −65−0.2% | Reduced |
| Oliver Luxxe Assets LLC | 37,616 | $5.96M | 1.51% | −69−0.2% | Reduced |
| PFG Advisors | 37,638 | $5.96M | 0.60% | +421+1.1% | Added |
| Augustine Asset Management Inc | 37,686 | $5.97M | 2.92% | −229−0.6% | Reduced |