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; 5,157 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 | 5,157 | $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 |
|---|---|---|---|---|---|
| Sycomore Asset Management | 2,700 | $428.0K | 0.07% | 00.0% | Unchanged |
| Lazard Freres Gestion S.A.S. | 5,598 | $428.0K | 0.01% | +4,298+330.6% | Added |
| Blackston Financial Advisory Group, LLC | 2,703 | $428.0K | 0.25% | +2,703 | New |
| Robbins Farley LLC | 2,715 | $430.0K | 0.32% | −796−22.7% | Reduced |
| Market Street Wealth Management Advisors LLC | 2,716 | $430.0K | 0.14% | −500−15.5% | Reduced |
| Trellis Advisors, LLC | 2,714 | $430.0K | 0.20% | −50−1.8% | Reduced |
| Capital Counsel LLC | 2,717 | $430.0K | 0.02% | 00.0% | Unchanged |
| Avion Wealth | 2,716 | $430.0K | 0.12% | 00.0% | Unchanged |
| Dock Street Asset Management Inc | 2,715 | $430.0K | 0.07% | 00.0% | Unchanged |
| Reik & Co., LLC | 2,722 | $431.0K | 0.10% | 00.0% | Unchanged |
| Murphy Pohlad Asset Management LLC | 2,725 | $431.0K | 0.17% | 00.0% | Unchanged |
| Apeiron RIA LLC | 2,721 | $431.0K | 0.18% | +2,721 | New |
| Firethorn Wealth Partners, LLC | 2,720 | $431.0K | 0.32% | +2,720 | New |
| JFG Wealth Management, LLC | 2,730 | $432.0K | 0.16% | −160−5.5% | Reduced |
| CMG Global Holdings, LLC | 2,728 | $432.0K | 0.28% | +34+1.3% | Added |
| Guild Investment Management, Inc. | 2,732 | $433.0K | 0.44% | −45−1.6% | Reduced |
| Yarger Wealth Strategies, LLC | 2,737 | $433.0K | 0.47% | +2,737 | New |
| Intrinsic Value Partners, LLC | 2,732 | $433.0K | 0.46% | +2,732 | New |
| Wedgewood Investors Inc | 2,741 | $434.0K | 0.51% | 00.0% | Unchanged |
| Act Wealth Management, LLC | 2,749 | $435.0K | 0.25% | +559+25.5% | Added |
| Arcadia Investment Management Corp | 2,744 | $435.0K | 0.07% | +684+33.2% | Added |
| Hofer & Associates. Inc | 2,745 | $435.0K | 0.39% | +2,745 | New |
| Community Financial Services Group, LLC | 2,761 | $437.0K | 0.11% | 00.0% | Unchanged |
| Financial Council Asset Management Inc | 2,775 | $439.0K | 0.52% | −69−2.4% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 2,782 | $440.0K | 0.23% | +42+1.5% | Added |
| Diligent Investors, LLC | 2,777 | $440.0K | 0.12% | +136+5.1% | Added |
| Snider Financial Group | 2,729 | $441.0K | 0.19% | +79+3.0% | Added |
| Palisades Hudson Asset Management, L.P. | 2,796 | $442.0K | 0.19% | +52+1.9% | Added |
| Strid Group, LLC | 2,800 | $443.0K | 0.09% | 00.0% | Unchanged |
| Indie Asset Partners, LLC | 2,801 | $444.0K | 0.32% | −1,267−31.1% | Reduced |
| McNaughton Wealth Management, LLC | 2,656 | $444.0K | 0.29% | +486+22.4% | Added |
| Tranquilli Financial Advisor LLC | 2,812 | $445.0K | 0.31% | −5−0.2% | Reduced |
| Coco Enterprises, LLC | 2,810 | $445.0K | 0.35% | +108+4.0% | Added |
| Meridian Wealth Partners, LLC | 2,811 | $446.0K | 0.09% | +604+27.4% | Added |
| Corrigan Financial, Inc. | 2,817 | $446.1K | 0.13% | +10.0% | Added |
| Raffa Wealth Management, LLC | 2,821 | $446.7K | 0.15% | −164−5.5% | Reduced |
| Columbus Macro, LLC | 2,833 | $449.0K | 0.15% | −243−7.9% | Reduced |
| Fortis Advisors, LLC | 2,847 | $451.0K | 0.26% | +25+0.9% | Added |
| Pure Financial Advisors, Inc. | 2,858 | $452.0K | 0.02% | −78−2.7% | Reduced |
| Pin Oak Investment Advisors Inc | 2,854 | $452.0K | 0.46% | +75+2.7% | Added |
| Levy Wealth Management Group, LLC | 2,861 | $453.0K | 0.21% | +14+0.5% | Added |
| Horizon Kinetics Asset Management LLC | 2,867 | $454.0K | 0.01% | −7−0.2% | Reduced |
| Financial Advisory Corp | 2,869 | $454.0K | 0.22% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 2,886 | $457.0K | 0.05% | −188−6.1% | Reduced |
| Sequent Asset Management, LLC | 2,889 | $457.0K | 0.25% | −74−2.5% | Reduced |
| IVC Wealth Advisors LLC | 2,891 | $458.0K | 0.30% | +19+0.7% | Added |
| Fountainhead AM, LLC | 2,901 | $459.0K | 0.20% | −460−13.7% | Reduced |
| Ocean Capital Management, LLC | 2,900 | $459.0K | 0.17% | −150−4.9% | Reduced |
| Gemmer Asset Management LLC | 2,927 | $463.0K | 0.05% | −28−0.9% | Reduced |
| Avenir Corp | 2,924 | $463.0K | 0.04% | 00.0% | Unchanged |
| Magnolia Capital Management Ltd | 2,925 | $463.0K | 0.36% | 00.0% | Unchanged |
| FFT Wealth Management LLC | 2,931 | $464.0K | 0.04% | −865−22.8% | Reduced |
| Resolute Financial, LLC | 2,929 | $464.0K | 0.35% | +2,929 | New |
| TNF LLC | 2,956 | $467.0K | 0.20% | 00.0% | Unchanged |
| Cadinha & Co LLC | 2,969 | $470.0K | 0.06% | −105−3.4% | Reduced |
| Standard Family Office LLC | 2,966 | $470.0K | 4.17% | +2,411+434.4% | Added |
| Ackerman Capital Advisors, LLC | 2,987 | $473.0K | 0.11% | 00.0% | Unchanged |
| BCJ Capital Management, LLC | 2,990 | $473.0K | 0.04% | +132+4.6% | Added |
| Howard Wealth Management, LLC | 2,992 | $473.0K | 0.25% | +251+9.2% | Added |
| Claret Asset Management Corp | 2,994 | $474.0K | 0.09% | −50−1.6% | Reduced |
| O'Keefe Stevens Advisory, Inc. | 2,995 | $474.0K | 0.22% | 00.0% | Unchanged |
| Foster Group, Inc. | 2,993 | $474.0K | 0.04% | +15+0.5% | Added |
| Tobam | 2,992 | $474.0K | 0.02% | +548+22.4% | Added |
| Gladius Capital Management LP | 2,991 | $474.0K | 0.16% | +2,991 | New |
| Avondale Wealth Management | 3,000 | $475.0K | 0.48% | −2,100−41.2% | Reduced |
| Kathmere Capital Management, LLC | 3,005 | $476.0K | 0.08% | −1,164−27.9% | Reduced |
| Permit Capital, LLC | 3,014 | $477.0K | 0.13% | −141−4.5% | Reduced |
| American Investment Services, Inc. | 3,012 | $477.0K | 0.10% | 00.0% | Unchanged |
| North Point Portfolio Managers Corp | 3,020 | $478.0K | 0.06% | −30−1.0% | Reduced |
| Cassady Schiller Wealth Management, LLC | 3,028 | $479.0K | 0.29% | +3,028 | New |
| Charter Research & Investment Group, Inc. | 3,031 | $480.0K | 0.38% | 00.0% | Unchanged |
| Morris Retirement Advisors, LLC | 3,030 | $480.0K | 0.37% | +21+0.7% | Added |
| Redmont Wealth Advisors LLC | 3,030 | $480.0K | 0.53% | +3,030 | New |
| Investmark Advisory Group LLC | 3,036 | $480.0K | 0.45% | +3,036 | New |
| Insight Wealth Partners, LLC | 3,035 | $481.0K | 0.27% | +3,035 | New |
| Capital Investment Counsel, Inc | 3,042 | $482.0K | 0.09% | 00.0% | Unchanged |
| Sicart Associates LLC | 3,043 | $482.0K | 0.13% | +3,043 | New |
| Ulland Investment Advisors, LLC | 3,043 | $482.0K | 0.31% | +3,043 | New |
| S. R. Schill & Associates | 3,071 | $486.0K | 0.19% | −1,021−25.0% | Reduced |
| Bridgeworth, LLC | 3,068 | $486.0K | 0.11% | +561+22.4% | Added |
| Arbor Wealth Management, LLC | 3,073 | $487.0K | 0.11% | +453+17.3% | Added |
| Summitry LLC | 3,083 | $488.0K | 0.03% | +3,083 | New |
| Weaver Consulting Group | 3,094 | $490.0K | 0.24% | +59+1.9% | Added |
| Toroso Investments, LLC | 3,098 | $491.0K | 0.02% | −34,483−91.8% | Reduced |
| Private Capital Management LLC | 3,100 | $491.0K | 0.17% | +410+15.2% | Added |
| Independent Family Office, LLC | 3,105 | $492.0K | 0.19% | 00.0% | Unchanged |
| Navis Wealth Advisors, LLC | 3,110 | $492.0K | 0.41% | +14+0.5% | Added |
| Wilson & Boucher Capital Management, LLC | 3,111 | $493.0K | 0.44% | +3,111 | New |
| DSC Advisors, L.P. | 3,127 | $495.0K | 0.57% | −338−9.8% | Reduced |
| Hourglass Capital, LLC | 3,124 | $495.0K | 0.17% | +125+4.2% | Added |
| Sanford Advisory Services, LLC | 3,131 | $496.0K | 0.11% | −139−4.3% | Reduced |
| West Chester Capital Advisors, Inc | 3,154 | $499.0K | 0.34% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 3,199 | $499.0K | 0.10% | +744+30.3% | Added |
| Zhang Financial LLC | 3,153 | $500.0K | 0.09% | +217+7.4% | Added |
| Alliance Wealth Advisors, LLC | 3,165 | $501.0K | 0.41% | −62−1.9% | Reduced |
| Leonard Rickey Investment Advisors P.L.L.C. | 3,169 | $502.0K | 0.18% | −6−0.2% | Reduced |
| Harvest Volatility Management LLC | 3,173 | $502.0K | 0.03% | +3,173 | New |
| Aveo Capital Partners, LLC | 3,178 | $503.0K | 0.09% | −45−1.4% | Reduced |
| TRH Financial, LLC | 3,183 | $504.0K | 0.16% | +56+1.8% | Added |
| Summit Wealth Group, LLC | 3,190 | $505.0K | 0.58% | −375−10.5% | Reduced |