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 |
|---|---|---|---|---|---|
| Colrain Capital LLC | 1,500 | $237.0K | 0.38% | 00.0% | Unchanged |
| KWMG, LLC | 1,497 | $237.0K | 0.03% | +12+0.8% | Added |
| Capital Investment Services of America, Inc. | 1,501 | $238.0K | 0.02% | 00.0% | Unchanged |
| Bourne Lent Asset Management Inc | 1,500 | $238.0K | 0.06% | 00.0% | Unchanged |
| RiverFront Investment Group, LLC | 1,500 | $238.0K | 0.01% | 00.0% | Unchanged |
| McGowan Group Asset Management, Inc. | 1,512 | $239.0K | 0.04% | −99−6.1% | Reduced |
| Garrison Asset Management, LLC | 1,509 | $239.0K | 0.13% | 00.0% | Unchanged |
| Syverson Strege & Co | 1,508 | $239.0K | 0.18% | +130+9.4% | Added |
| Capital Performance Advisors LLP | 1,646 | $239.0K | 0.14% | +1,646 | New |
| Hoese & Co LLP | 1,523 | $241.0K | 0.24% | −95−5.9% | Reduced |
| Ontario Teachers Pension Plan Board | 1,525 | $241.0K | 0.00% | +1,525 | New |
| Wealth Advisors of Tampa Bay, LLC | 1,522 | $241.0K | 0.06% | +1,522 | New |
| Dixon Hughes Goodman Wealth Advisors LLC | 1,525 | $242.0K | 0.08% | +1,525 | New |
| SFG Wealth Management, LLC. | 1,526 | $242.0K | 0.22% | +1,526 | New |
| Halpern Financial, Inc. | 1,539 | $243.7K | 0.10% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 1,542 | $244.0K | 0.06% | −114−6.9% | Reduced |
| Claybrook Capital, LLC | 1,543 | $244.0K | 0.11% | +143+10.2% | Added |
| Fernwood Investment Management, LLC | 1,549 | $245.0K | 0.08% | +120+8.4% | Added |
| Tectonic Advisors LLC | 1,545 | $245.0K | 0.04% | +220+16.6% | Added |
| Clark Financial Services Group Inc | 1,546 | $245.0K | 0.16% | +1,546 | New |
| Paragon Financial Partners, Inc. | 1,546 | $245.0K | 0.20% | +1,546 | New |
| Rise Advisors, LLC | 1,548 | $245.1K | 0.23% | +1,548 | New |
| Capital Directions Investment Advisors, LLC | 1,551 | $246.0K | 0.07% | +649+72.0% | Added |
| Better Money Decisions, LLC | 1,559 | $247.0K | 0.21% | −594−27.6% | Reduced |
| Marquette Asset Management, LLC | 1,558 | $247.0K | 0.05% | −24−1.5% | Reduced |
| Ramsay, Stattman, Vela & Price, Inc. | 1,561 | $247.0K | 0.06% | 00.0% | Unchanged |
| Asset Management Group, Inc. | 1,557 | $247.0K | 0.05% | +9+0.6% | Added |
| Corbyn Investment Management Inc | 1,558 | $247.0K | 0.07% | +107+7.4% | Added |
| RVW Wealth, LLC | 1,564 | $248.0K | 0.03% | +1,564 | New |
| Cherrydale Wealth Management, LLC | 1,563 | $248.0K | 0.19% | +1,563 | New |
| ShoreHaven Wealth Partners, LLC | 1,580 | $250.0K | 0.12% | −134−7.8% | Reduced |
| Matthew Goff Investment Advisor, LLC | 1,576 | $250.0K | 0.06% | −26−1.6% | Reduced |
| Flynn Zito Capital Management, LLC | 1,589 | $251.0K | 0.21% | +1,589 | New |
| Guardian Financial Partners, LLC | 1,589 | $252.0K | 0.24% | +1,589 | New |
| Te Ahumairangi Investment Management Ltd | 1,600 | $253.0K | 0.03% | −1,300−44.8% | Reduced |
| Horiko Capital Management LLC | 1,600 | $253.0K | 0.10% | 00.0% | Unchanged |
| Intelligence Driven Advisers, LLC | 1,727 | $253.0K | 0.05% | +267+18.3% | Added |
| Hirtle Callaghan & Co LLC | 1,595 | $253.0K | 0.01% | +1,595 | New |
| Kinloch Capital, LLC | 1,607 | $254.0K | 0.16% | 00.0% | Unchanged |
| Disciplined Growth Investors Inc | 1,611 | $255.0K | 0.01% | −342−17.5% | Reduced |
| BlueSky Wealth Advisors, LLC | 1,610 | $255.0K | 0.05% | 00.0% | Unchanged |
| NexWave Capital Partners LLC | 1,610 | $255.0K | 0.59% | 00.0% | Unchanged |
| Charles Schwab Investment Advisory, Inc. | 1,610 | $255.0K | 0.00% | +3+0.2% | Added |
| FWL Investment Management, LLC | 1,621 | $257.0K | 0.16% | +1,621 | New |
| H. L. Ormond & Company, LLC | 1,658 | $257.0K | 0.30% | +1,658 | New |
| Vance Wealth, Inc. | 1,621 | $257.0K | 0.25% | +1,621 | New |
| James Reed Financial Services, Inc. | 1,625 | $257.0K | 0.24% | +1,625 | New |
| Burton Enright Welch | 1,635 | $259.0K | 0.17% | +1,635 | New |
| Prairiewood Capital, LLC | 1,633 | $259.0K | 0.20% | −165−9.2% | Reduced |
| KFA Private Wealth Group, LLC | 1,636 | $259.0K | 0.13% | −46−2.7% | Reduced |
| Stoneridge Investment Partners LLC | 1,637 | $259.0K | 0.12% | 00.0% | Unchanged |
| Camelot Portfolios, LLC | 1,635 | $259.0K | 0.10% | +1,635 | New |
| Algert Global LLC | 1,641 | $260.0K | 0.03% | +1,641 | New |
| Cribstone Capital Management, LLC | 1,646 | $261.0K | 0.14% | +600+57.4% | Added |
| Petrus Trust Company, LTA | 1,650 | $261.0K | 0.03% | +1,650 | New |
| South Shore Capital Advisors | 1,648 | $261.0K | 0.43% | +1,648 | New |
| Morling Financial Advisors, LLC | 1,646 | $261.0K | 0.25% | +1,646 | New |
| Afg Fiduciary Services Limited Partnership | 1,647 | $261.0K | 0.18% | +1,647 | New |
| Lokken Investment Group LLC | 1,655 | $262.0K | 0.19% | +38+2.4% | Added |
| Capstone Investment Advisors, LLC | 1,663 | $263.0K | 0.00% | −8,464−83.6% | Reduced |
| Parkside Advisors LLC | 1,662 | $263.0K | 0.08% | −94−5.4% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 1,669 | $264.0K | 0.02% | 00.0% | Unchanged |
| Howard Capital Management Inc. | 1,668 | $264.0K | 0.03% | +1,668 | New |
| Vista Private Wealth Partners. LLC | 1,643 | $266.0K | 0.10% | +404+32.6% | Added |
| Peninsula Wealth, LLC | 1,682 | $266.0K | 0.07% | +1,682 | New |
| Hamilton Wealth, LLC | 1,677 | $266.0K | 0.12% | +1,677 | New |
| Kenfarb & Co. | 1,682 | $266.0K | 0.19% | +1,682 | New |
| Tatro Capital, LLC | 1,686 | $267.0K | 0.19% | −20−1.2% | Reduced |
| Shilanski & Associates, Inc. | 1,687 | $267.0K | 0.11% | −11−0.6% | Reduced |
| MA Private Wealth | 1,688 | $267.0K | 0.05% | +97+6.1% | Added |
| Buttonwood Financial Advisors Inc. | 1,688 | $267.0K | 0.26% | +1,688 | New |
| Richwood Investment Advisors, LLC | 1,691 | $268.0K | 0.23% | +1,691 | New |
| Triune Financial Partners, LLC | 1,693 | $268.0K | 0.14% | +1,693 | New |
| Caerus Investment Advisors, LLC | 1,696 | $269.0K | 0.31% | +1,696 | New |
| Lakeside Advisors, INC. | 1,699 | $269.0K | 0.20% | +1,699 | New |
| Roble, Belko & Company, Inc | 1,704 | $270.0K | 0.05% | +200+13.3% | Added |
| Retirement Planning Group | 1,702 | $270.0K | 0.03% | +316+22.8% | Added |
| Clearwater Capital Advisors, LLC | 1,710 | $271.0K | 0.03% | −344−16.7% | Reduced |
| Diversified Portfolios, Inc. | 1,709 | $271.0K | 0.07% | −319−15.7% | Reduced |
| First Wilshire Securities Management Inc | 1,719 | $272.0K | 0.08% | 00.0% | Unchanged |
| Coury Firm Asset Management LLC | 1,716 | $272.0K | 0.21% | +1,716 | New |
| Legacy Financial Strategies, LLC | 1,728 | $274.0K | 0.12% | 00.0% | Unchanged |
| Baron Financial Group, LLC | 1,735 | $274.7K | 0.16% | 00.0% | Unchanged |
| Somerville Kurt F | 1,735 | $275.0K | 0.04% | +300+20.9% | Added |
| TMD Wealth Management, LLC | 1,741 | $276.0K | 0.10% | 00.0% | Unchanged |
| Smith Anglin Financial, LLC | 1,745 | $276.0K | 0.05% | +10+0.6% | Added |
| M. Kulyk & Associates, LLC | 1,745 | $276.0K | 0.07% | +409+30.6% | Added |
| Sterling Financial Planning, Inc. | 1,749 | $277.0K | 0.17% | +400+29.7% | Added |
| Norwood Financial Corp | 1,750 | $277.0K | 0.38% | +1,750 | New |
| Goepper Burkhardt LLC | 1,756 | $278.0K | 0.17% | +1+0.1% | Added |
| Equitec Proprietary Markets, LLC | 1,757 | $278.0K | 0.15% | +1,757 | New |
| Helen Stephens Group, LLC | 1,758 | $278.0K | 0.22% | +1,758 | New |
| KilterHowling LLC | 1,760 | $278.6K | 0.25% | +1,760 | New |
| Nova R Wealth, Inc. | 1,760 | $279.0K | 0.23% | +1,760 | New |
| Boyd Wealth Management, LLC | 1,768 | $280.0K | 0.20% | +1,768 | New |
| Level Financial Advisors, Inc. | 1,783 | $282.0K | 0.22% | +1,783 | New |
| Sym Financial Corp | 1,793 | $284.0K | 0.11% | −70−3.8% | Reduced |
| Summit Wealth Partners, LLC | 1,794 | $284.1K | 0.06% | +105+6.2% | Added |
| Keeler & Nadler Financial Planning & Wealth Management | 1,796 | $284.4K | 0.26% | +1,796 | New |
| Navellier & Associates Inc | 1,800 | $285.0K | 0.04% | −100−5.3% | Reduced |