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 |
|---|---|---|---|---|---|
| Symphony Financial, Ltd. Co. | 1,759 | $285.0K | 0.08% | +233+15.3% | Added |
| Triton Wealth Management, PLLC | 1,913 | $286.0K | 0.15% | +31+1.6% | Added |
| Kingfisher Capital LLC | 1,820 | $288.0K | 0.07% | +2+0.1% | Added |
| Ameraudi Asset Management, Inc. | 1,816 | $288.0K | 0.11% | 00.0% | Unchanged |
| Arcus Capital Partners, LLC | 1,816 | $288.0K | 0.10% | +422+30.3% | Added |
| American Planning Services, Inc. | 1,825 | $289.0K | 0.26% | +1,825 | New |
| Confluence Investment Management LLC | 1,833 | $290.0K | 0.00% | −30−1.6% | Reduced |
| Trust Co of Kansas | 1,832 | $290.0K | 0.15% | −11−0.6% | Reduced |
| Cassia Capital Partners, LLC | 1,840 | $291.0K | 0.20% | −12,495−87.2% | Reduced |
| Smith & Howard Wealth Management, LLC | 1,839 | $291.0K | 0.13% | +70+4.0% | Added |
| Zeke Capital Advisors, LLC | 1,844 | $292.0K | 0.02% | +219+13.5% | Added |
| S.C. Financial Services, Inc. | 1,737 | $292.0K | 0.34% | +1,737 | New |
| Vivid Financial Management, Inc. | 1,848 | $293.0K | 0.11% | 00.0% | Unchanged |
| Synergy Financial Management, LLC | 1,848 | $293.0K | 0.07% | +529+40.1% | Added |
| Sentinel Trust Co Lba | 1,853 | $293.0K | 0.04% | +1,853 | New |
| Defender Capital, LLC. | 1,849 | $293.0K | 0.09% | +1,849 | New |
| Tradewinds Capital Management, LLC | 1,855 | $294.0K | 0.05% | +60+3.3% | Added |
| Asset Advisors Investment Management, LLC | 1,859 | $294.0K | 0.03% | +115+6.6% | Added |
| Tamar Securities, LLC | 1,862 | $295.0K | 0.09% | −19−1.0% | Reduced |
| S.E.E.D. Planning Group LLC | 1,863 | $295.0K | 0.13% | +23+1.3% | Added |
| CFS Investment Advisory Services, LLC | 1,981 | $296.0K | 0.04% | +168+9.3% | Added |
| Caxton Associates LP | 1,869 | $296.0K | 0.04% | +1,869 | New |
| Willow Creek Wealth Management Inc. | 1,873 | $297.0K | 0.06% | +14+0.8% | Added |
| Motive Wealth Advisors | 1,875 | $297.0K | 0.18% | +95+5.3% | Added |
| Lanham O'Dell & Company, Inc. | 1,879 | $297.0K | 0.23% | +1,879 | New |
| New England Professional Planning Group Inc. | 1,787 | $299.0K | 0.18% | −183−9.3% | Reduced |
| New World Advisors LLC | 1,887 | $299.0K | 0.14% | +1+0.1% | Added |
| Prentiss Smith & Co Inc | 1,888 | $299.0K | 0.14% | −85−4.3% | Reduced |
| Planned Solutions, Inc. | 1,888 | $299.0K | 0.21% | +1,888 | New |
| Asset Management Resources, LLC | 1,890 | $299.0K | 0.26% | +1,890 | New |
| PYA Waltman Capital, LLC | 1,893 | $300.0K | 0.15% | 00.0% | Unchanged |
| Global Strategic Investment Solutions, LLC | 1,902 | $301.0K | 0.05% | −2,615−57.9% | Reduced |
| DHJJ Financial Advisors, Ltd. | 1,903 | $301.0K | 0.14% | +3+0.2% | Added |
| Ade, LLC | 1,908 | $301.0K | 0.26% | +127+7.1% | Added |
| Lipe & Dalton | 1,900 | $301.0K | 0.14% | +145+8.3% | Added |
| AGF Investments LLC | 1,923 | $305.0K | 0.03% | −353−15.5% | Reduced |
| Roth Financial Partners LLC | 1,929 | $305.0K | 0.22% | 00.0% | Unchanged |
| Vishria Bird Financial Group, LLC | 1,927 | $305.0K | 0.14% | +40+2.1% | Added |
| Harvest Fund Management Co., Ltd | 1,926 | $305.0K | 0.05% | +297+18.2% | Added |
| Hilltop Wealth Advisors, LLC | 1,936 | $307.0K | 0.21% | 00.0% | Unchanged |
| Windsor Creek Advisors, LLC | 1,884 | $308.0K | 0.14% | −7,500−79.9% | Reduced |
| AlphaCore Capital LLC | 1,948 | $309.0K | 0.13% | +257+15.2% | Added |
| Hapanowicz & Associates Financial Services, Inc | 1,961 | $310.0K | 0.14% | −559−22.2% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 1,956 | $310.0K | 0.15% | +13+0.7% | Added |
| Perkins Coie Trust Co | 1,964 | $311.0K | 0.09% | −26−1.3% | Reduced |
| ERTS Wealth Advisors, LLC | 1,964 | $311.0K | 0.07% | +8+0.4% | Added |
| MPS Loria Financial Planners, LLC | 1,982 | $313.0K | 0.13% | 00.0% | Unchanged |
| Codex Capital, L.L.C. | 2,000 | $314.0K | 0.16% | +500+33.3% | Added |
| Disciplined Investments, LLC | 1,991 | $315.0K | 0.14% | +453+29.5% | Added |
| Henrickson Nauta Wealth Advisors, Inc. | 2,181 | $316.0K | 0.26% | +2,181 | New |
| Denver Wealth Management, Inc. | 1,995 | $316.0K | 0.30% | +1,995 | New |
| Knuff & Co LLC | 2,002 | $317.0K | 0.10% | 00.0% | Unchanged |
| HFR Wealth Management, LLC | 2,004 | $317.0K | 0.08% | 00.0% | Unchanged |
| Chickasaw Capital Management LLC | 2,000 | $317.0K | 0.02% | 00.0% | Unchanged |
| Telemetry Investments, L.L.C. | 2,000 | $317.0K | 0.42% | 00.0% | Unchanged |
| Tanager Wealth Management LLP | 2,000 | $317.0K | 0.24% | +2,000 | New |
| Curtis Advisory Group, LLC | 2,021 | $320.0K | 0.11% | −41−2.0% | Reduced |
| Rockbridge Investment Management, LCC | 2,019 | $320.0K | 0.05% | +125+6.6% | Added |
| Freedom Day Solutions, LLC | 2,024 | $320.0K | 0.13% | +192+10.5% | Added |
| Waterfront Wealth Inc. | 2,020 | $320.0K | 0.13% | +734+57.1% | Added |
| Kohmann Bosshard Financial Services, LLC | 2,024 | $321.0K | 0.06% | +10+0.5% | Added |
| Wellspring Financial Advisors, LLC | 2,032 | $322.0K | 0.09% | +127+6.7% | Added |
| F3Logic, LLC | 2,034 | $323.0K | 0.04% | −300−12.9% | Reduced |
| Cadent Capital Advisors, LLC | 2,042 | $323.0K | 0.14% | −116−5.4% | Reduced |
| Hayden Royal, LLC | 2,054 | $325.0K | 0.76% | +52+2.6% | Added |
| First Pacific Financial | 2,060 | $326.0K | 0.16% | 00.0% | Unchanged |
| Oxinas Partners Wealth Management LLC | 2,068 | $327.0K | 0.19% | −161−7.2% | Reduced |
| Conestoga Capital Advisors, LLC | 2,066 | $327.0K | 0.00% | 00.0% | Unchanged |
| Wallace Capital Management Inc. | 2,062 | $327.0K | 0.05% | +358+21.0% | Added |
| Covestor Ltd | 2,061 | $327.0K | 0.46% | +2,061 | New |
| Adams Wealth Management | 2,072 | $328.0K | 0.11% | −9−0.4% | Reduced |
| Shikiar Asset Management Inc | 2,070 | $328.0K | 0.08% | 00.0% | Unchanged |
| Fiducient Advisors LLC | 2,087 | $330.0K | 0.10% | −6,156−74.7% | Reduced |
| Mezzasalma Advisors, LLC | 2,090 | $331.0K | 0.18% | 00.0% | Unchanged |
| Insight 2811, Inc. | 2,092 | $331.0K | 0.19% | +746+55.4% | Added |
| G2 Capital Management, LLC | 2,090 | $331.0K | 0.12% | +2,090 | New |
| Websterrogers Financial Advisors, LLC | 2,098 | $332.0K | 0.08% | −279−11.7% | Reduced |
| Compton Financial Group, LLC | 2,098 | $332.0K | 0.14% | 00.0% | Unchanged |
| America First Investment Advisors, LLC | 2,100 | $333.0K | 0.09% | −50−2.3% | Reduced |
| Fca Corp | 2,100 | $333.0K | 0.11% | −116−5.2% | Reduced |
| Avenue 1 Advisors, LLC | 2,106 | $334.0K | 0.18% | −10−0.5% | Reduced |
| Ellevest, Inc. | 2,114 | $335.0K | 0.03% | −170−7.4% | Reduced |
| Tru Independence Asset Management 2, LLC | 2,114 | $335.0K | 0.18% | +488+30.0% | Added |
| Vise Technologies, Inc. | 2,118 | $335.0K | 0.09% | +2,118 | New |
| Financial Advisors Network, Inc. | 2,124 | $336.0K | 0.08% | −73−3.3% | Reduced |
| AlphaMark Advisors, LLC | 2,125 | $336.0K | 0.12% | −10.0% | Reduced |
| East Coast Asset Management, LLC. | 2,141 | $339.0K | 0.07% | 00.0% | Unchanged |
| Exeter Financial, LLC | 2,028 | $339.0K | 0.19% | 00.0% | Unchanged |
| Tower Wealth Partners, Inc. | 2,147 | $340.0K | 0.34% | +373+21.0% | Added |
| Baron Silver Stevens Financial Advisors, LLC | 2,158 | $341.0K | 0.08% | +195+9.9% | Added |
| Reuter James Wealth Management, LLC | 2,158 | $342.0K | 0.13% | +2,158 | New |
| Sweet Financial Partners, LLC | 2,166 | $343.0K | 0.14% | +2,166 | New |
| 1776 Wealth LLC | 2,171 | $344.0K | 0.18% | −10.0% | Reduced |
| Financial Planners of Cleveland, Inc. | 2,043 | $344.0K | 0.14% | +2,043 | New |
| Coyle Financial Counsel LLC | 2,176 | $345.0K | 0.20% | +8+0.4% | Added |
| Metatron Capital SICAV plc | 2,200 | $348.3K | 0.33% | +2,200 | New |
| Affinia Financial Group, LLC | 2,305 | $349.0K | 0.23% | −286−11.0% | Reduced |
| SP Asset Management | 2,308 | $349.0K | 0.03% | +91+4.1% | Added |
| One Wealth Advisors, LLC | 2,207 | $349.0K | 0.09% | −16−0.7% | Reduced |
| IronBridge Private Wealth, LLC | 2,202 | $349.0K | 0.18% | +10+0.5% | Added |