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 |
|---|---|---|---|---|---|
| Jacobs & Co | 2,219 | $351.0K | 0.04% | −32−1.4% | Reduced |
| Deltec Asset Management LLC | 2,225 | $352.0K | 0.06% | 00.0% | Unchanged |
| New England Research & Management, Inc. | 2,223 | $352.0K | 0.17% | +2,223 | New |
| MKT Advisors LLC | 2,378 | $352.0K | 0.28% | +2,378 | New |
| Blue Bell Private Wealth Management, LLC | 2,227 | $353.0K | 0.09% | +2,227 | New |
| ICW Investment Advisors LLC | 2,235 | $354.0K | 0.20% | +10.0% | Added |
| Rice Hall James & Associates, LLC | 2,249 | $356.0K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 2,254 | $357.0K | 0.11% | +2,254 | New |
| Wills Financial Group, Inc. | 2,261 | $358.0K | 0.14% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 2,258 | $358.0K | 0.05% | +310+15.9% | Added |
| Pinnacle Financial Group, LLC | 2,269 | $359.0K | 0.28% | +2,269 | New |
| Manchester Financial Inc | 2,275 | $360.0K | 0.13% | −38−1.6% | Reduced |
| FSA Wealth Management LLC | 2,282 | $361.0K | 0.21% | +102+4.7% | Added |
| WMG Financial Advisors, LLC | 2,295 | $362.0K | 0.28% | +2,295 | New |
| Horizon Family Wealth, Inc. | 2,287 | $362.0K | 0.37% | +2,287 | New |
| Forefront Wealth Management Inc. | 2,295 | $363.0K | 0.35% | +2,295 | New |
| Trevian Wealth Management LLC | 2,303 | $364.0K | 0.35% | +2,303 | New |
| Relative Value Partners Group, LLC | 2,308 | $365.0K | 0.03% | 00.0% | Unchanged |
| Centiva Capital, LP | 2,306 | $365.0K | 0.02% | +71+3.2% | Added |
| Basepoint Wealth LLC | 2,309 | $365.6K | 0.36% | +2,309 | New |
| Smith Shellnut Wilson LLC | 2,309 | $366.0K | 0.18% | −156−6.3% | Reduced |
| Campbell Wealth Management | 2,308 | $366.0K | 0.04% | +169+7.9% | Added |
| Intrepid Capital Management Inc | 2,311 | $366.0K | 0.19% | +573+33.0% | Added |
| Claris Advisors, LLC | 2,311 | $366.0K | 0.39% | +2,311 | New |
| Bickling Financial Services, Inc. | 2,318 | $367.0K | 0.18% | +367+18.8% | Added |
| Tacita Capital Inc | 2,320 | $367.0K | 0.21% | +425+22.4% | Added |
| Garner Asset Management Corp | 2,320 | $368.0K | 0.15% | +10.0% | Added |
| Jacobson & Schmitt Advisors, LLC | 2,323 | $368.0K | 0.09% | +800+52.5% | Added |
| Isthmus Partners, LLC | 2,339 | $370.0K | 0.06% | 00.0% | Unchanged |
| Pitti Group Wealth Management, LLC | 2,342 | $371.0K | 0.41% | +2,342 | New |
| Capital Financial Planning, LLC | 2,355 | $373.0K | 0.13% | +288+13.9% | Added |
| Advance Capital Management, Inc. | 2,356 | $373.0K | 0.08% | +2,356 | New |
| Financial Engines Advisors L.L.C. | 2,365 | $374.0K | 0.00% | −1,645−41.0% | Reduced |
| Truvestments Capital LLC | 2,363 | $374.0K | 0.19% | −760−24.3% | Reduced |
| Delphia (USA) Inc. | 2,377 | $376.0K | 0.40% | +2,377 | New |
| Northern Capital Management, Inc. | 2,386 | $378.0K | 0.30% | 00.0% | Unchanged |
| Cookson Peirce & Co Inc | 2,389 | $378.0K | 0.02% | +766+47.2% | Added |
| Lathrop Investment Management Corp | 2,391 | $379.0K | 0.07% | −114−4.6% | Reduced |
| NovaPoint Capital, LLC | 2,391 | $379.0K | 0.14% | +100+4.4% | Added |
| Curran Financial Partners, LLC | 2,392 | $379.0K | 0.16% | +2,392 | New |
| United Community Bank | 2,398 | $379.7K | 0.38% | +2,398 | New |
| Abacus Wealth Partners, LLC | 2,399 | $379.9K | 0.13% | −50−2.0% | Reduced |
| Bond & Devick Financial Network, Inc. | 2,398 | $380.0K | 0.28% | −5−0.2% | Reduced |
| D.B. Root & Company, LLC | 2,405 | $380.0K | 0.14% | +978+68.5% | Added |
| Arnhold LLC | 2,412 | $382.0K | 0.04% | 00.0% | Unchanged |
| Fulcrum Equity Management | 2,428 | $384.0K | 0.14% | −433−15.1% | Reduced |
| Heritage Financial Services, LLC | 2,444 | $387.0K | 0.30% | +2,444 | New |
| Wealthspan Partners, LLC | 2,445 | $387.0K | 0.34% | +2,445 | New |
| Arthur M. Cohen & Associates, LLC | 2,464 | $390.0K | 0.07% | +61+2.5% | Added |
| WSFS Capital Management, LLC | 2,472 | $391.0K | 0.15% | +30+1.2% | Added |
| Opal Wealth Advisors, LLC | 2,468 | $391.0K | 0.25% | +698+39.4% | Added |
| Cedrus LLC | 2,474 | $391.8K | 0.38% | +2,474 | New |
| Harvest Investment Services, LLC | 2,477 | $392.0K | 0.17% | −1,632−39.7% | Reduced |
| Thompson Davis & Co., Inc. | 2,476 | $392.0K | 0.33% | +2,476 | New |
| Encompass Wealth Advisors, LLC | 2,483 | $393.0K | 0.10% | +2+0.1% | Added |
| Covey Capital Advisors, LLC | 2,500 | $396.0K | 0.32% | 00.0% | Unchanged |
| J. L. Bainbridge & Co., Inc. | 2,501 | $396.0K | 0.05% | 00.0% | Unchanged |
| Clean Yield Group | 2,502 | $396.0K | 0.13% | +619+32.9% | Added |
| Horst & Graben Wealth Management LLC | 2,509 | $397.0K | 0.10% | −202−7.5% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 2,514 | $398.0K | 0.20% | +3+0.1% | Added |
| Redhawk Wealth Advisors, Inc. | 2,513 | $398.0K | 0.10% | +270+12.0% | Added |
| Wealthstream Advisors, Inc. | 2,516 | $398.0K | 0.34% | +2,516 | New |
| Beirne Wealth Consulting Services, LLC | 2,509 | $399.0K | 0.22% | 00.0% | Unchanged |
| Madison Wealth Management | 2,522 | $399.0K | 0.08% | +165+7.0% | Added |
| Horan Securities, Inc. | 2,525 | $400.0K | 0.24% | +2,525 | New |
| Gouws Capital LLC | 2,525 | $400.0K | 0.32% | +2,525 | New |
| KWB Wealth | 2,532 | $401.0K | 0.07% | +7+0.3% | Added |
| NuWave Investment Management, LLC | 2,533 | $401.0K | 0.45% | +2,533 | New |
| Kraematon Investment Advisors, Inc | 2,537 | $402.0K | 0.36% | +2,537 | New |
| Paragon Wealth Strategies, LLC | 2,543 | $403.0K | 0.10% | −351−12.1% | Reduced |
| Wealth Advisors, Inc. | 2,546 | $403.0K | 0.14% | +10.0% | Added |
| TSFG, LLC | 2,552 | $404.0K | 0.14% | +15+0.6% | Added |
| Mascoma Wealth Management LLC | 2,558 | $405.0K | 0.14% | −819−24.3% | Reduced |
| Cook Wealth Management Group LLC | 2,653 | $405.0K | 0.42% | +2,653 | New |
| My Personal CFO, LLC | 2,557 | $405.0K | 0.35% | +2,557 | New |
| Gsa Capital Partners LLP | 2,566 | $406.0K | 0.05% | −13,241−83.8% | Reduced |
| Investment Advisory Group, LLC | 2,601 | $406.0K | 0.26% | +2,601 | New |
| Capital Wealth Alliance, LLC | 2,575 | $407.0K | 0.24% | −55−2.1% | Reduced |
| Vista Capital Partners, Inc. | 2,572 | $407.0K | 0.05% | +105+4.3% | Added |
| Cahaba Wealth Management, Inc. | 2,571 | $407.0K | 0.05% | +379+17.3% | Added |
| Lockerman Financial Group, Inc. | 2,574 | $407.0K | 1.06% | +2,574 | New |
| Clare Market Investments LLC | 2,575 | $407.8K | 0.11% | −27−1.0% | Reduced |
| Lehman & Derafelo Financial Resources LLC | 2,576 | $408.0K | 0.12% | +12+0.5% | Added |
| Karn, Couzens & Associates, Inc. | 2,586 | $409.0K | 0.28% | 00.0% | Unchanged |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 2,587 | $410.0K | 0.07% | 00.0% | Unchanged |
| Strategic Family Wealth Counselors, L.L.C. | 2,600 | $412.0K | 0.13% | 00.0% | Unchanged |
| Aprio Wealth Management, LLC | 2,606 | $413.0K | 0.17% | −10−0.4% | Reduced |
| Clay Northam Wealth Management, LLC | 2,611 | $413.0K | 0.39% | +2,611 | New |
| US Financial Advisors, LLC | 2,617 | $414.0K | 0.19% | +84+3.3% | Added |
| Altus Wealth Management, LLC | 2,618 | $415.0K | 0.25% | +7+0.3% | Added |
| Truepoint, Inc. | 2,633 | $417.0K | 0.02% | +277+11.8% | Added |
| AIMZ Investment Advisors, LLC | 2,639 | $418.0K | 0.16% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 2,647 | $419.0K | 0.08% | −1,438−35.2% | Reduced |
| Pennsylvania Capital Management Inc | 2,648 | $419.0K | 0.14% | 00.0% | Unchanged |
| Arkfeld Wealth Strategies, L.L.C. | 2,500 | $421.0K | 0.25% | −295−10.6% | Reduced |
| Capital Advisors Wealth Management, LLC | 2,673 | $423.0K | 0.13% | −168−5.9% | Reduced |
| Global Financial Private Client, LLC | 2,672 | $423.2K | 0.20% | +359+15.5% | Added |
| Mayport, LLC | 2,677 | $424.0K | 0.32% | +2,677 | New |
| Marotta Asset Management | 2,685 | $425.2K | 0.10% | 00.0% | Unchanged |
| All Season Financial Advisors, Inc. | 2,696 | $427.0K | 0.30% | −49−1.8% | Reduced |