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 |
|---|---|---|---|---|---|
| Aevitas Wealth Management, Inc. | 3,193 | $506.0K | 0.30% | +86+2.8% | Added |
| LGL Partners, LLC | 3,197 | $506.0K | 0.06% | +3,197 | New |
| Verus Financial Partners, Inc. | 3,203 | $507.0K | 0.07% | −241−7.0% | Reduced |
| Atticus Wealth Management, LLC | 3,208 | $508.0K | 0.20% | +863+36.8% | Added |
| Neo Ivy Capital Management | 3,211 | $508.0K | 0.73% | +3,211 | New |
| Pine Haven Investment Counsel, Inc | 3,211 | $508.0K | 0.47% | +3,211 | New |
| Parkside Investments, LLC | 3,217 | $509.0K | 0.10% | +9+0.3% | Added |
| Westshore Wealth, LLC | 3,228 | $511.0K | 0.35% | +263+8.9% | Added |
| Provident Trust Co | 3,232 | $512.0K | 0.01% | 00.0% | Unchanged |
| Wolff Financial Management LLC | 3,233 | $512.0K | 0.19% | +17+0.5% | Added |
| Wayfinding Financial, LLC | 3,526 | $512.0K | 0.41% | +3,526 | New |
| Truehand, Inc | 3,247 | $514.0K | 0.30% | −820−20.2% | Reduced |
| Resource Planning Group | 3,255 | $515.0K | 0.35% | −3,279−50.2% | Reduced |
| Analyst IMS Investment Management Services Ltd. | 3,250 | $515.0K | 0.05% | −260−7.4% | Reduced |
| David J Yvars Group | 3,254 | $515.0K | 0.32% | +15+0.5% | Added |
| Alethea Capital Management, LLC | 3,250 | $515.0K | 0.45% | 00.0% | Unchanged |
| Mayfair Advisory Group, LLC | 3,142 | $515.0K | 0.68% | +2+0.1% | Added |
| Sustainable Insight Capital Management, LLC | 3,256 | $516.0K | 0.28% | −839−20.5% | Reduced |
| Cim, LLC | 3,522 | $516.0K | 0.10% | −37−1.0% | Reduced |
| NFP Retirement, Inc. | 3,262 | $516.6K | 0.18% | +7+0.2% | Added |
| Cypress Capital, LLC | 3,268 | $517.0K | 0.06% | +50+1.6% | Added |
| Koss-Olinger Consulting, LLC | 3,267 | $517.0K | 0.08% | +565+20.9% | Added |
| Astoria Portfolio Advisors LLC. | 3,279 | $519.0K | 0.41% | +3,279 | New |
| Engrave Wealth Partners LLC | 3,292 | $521.0K | 0.15% | −1,558−32.1% | Reduced |
| Vista Wealth Management Group, LLC | 3,292 | $521.0K | 0.09% | −517−13.6% | Reduced |
| Cladis Investment Advisory, LLC | 3,293 | $521.4K | 0.42% | +3,293 | New |
| Legacy Advisors, LLC | 3,298 | $522.0K | 0.19% | −19−0.6% | Reduced |
| Powell Investment Advisors, LLC | 3,295 | $522.0K | 0.30% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 3,298 | $522.0K | 0.20% | +53+1.6% | Added |
| Penn Davis McFarland Inc | 3,312 | $524.0K | 0.09% | 00.0% | Unchanged |
| Capital Planning LLC | 3,311 | $524.0K | 0.19% | 00.0% | Unchanged |
| Sovereign Financial Group, Inc. | 3,324 | $526.0K | 0.22% | +1,504+82.6% | Added |
| Bell Rock Capital LLC | 3,141 | $527.0K | 0.39% | +3,141 | New |
| Unionview, LLC | 3,336 | $528.0K | 0.49% | +3,336 | New |
| Capstone Wealth Management Group, LLC | 3,345 | $530.0K | 0.43% | +3,345 | New |
| GeoWealth Management, LLC | 3,359 | $532.0K | 0.04% | +27+0.8% | Added |
| Heck Capital Advisors, LLC | 3,364 | $532.7K | 0.10% | −242−6.7% | Reduced |
| Corbett Road Capital Management, LLC | 3,374 | $534.0K | 0.92% | +116+3.6% | Added |
| Cascade Investment Advisors, Inc. | 3,373 | $534.2K | 0.31% | 00.0% | Unchanged |
| Oldfather Financial Services, LLC | 3,451 | $535.0K | 0.28% | +160+4.9% | Added |
| Roberts Glore & Co Inc | 3,391 | $537.0K | 0.14% | 00.0% | Unchanged |
| HITE Hedge Asset Management LLC | 3,392 | $537.0K | 0.06% | 00.0% | Unchanged |
| TrueWealth Advisors, LLC | 3,391 | $537.0K | 0.24% | +334+10.9% | Added |
| HM Capital Management, LLC | 3,391 | $537.0K | 0.20% | +3,391 | New |
| Bridge Advisory, LLC | 3,412 | $540.0K | 0.24% | +1,315+62.7% | Added |
| Eukles Asset Management | 3,427 | $543.0K | 0.26% | +423+14.1% | Added |
| Mosaic Advisors LLC | 3,436 | $544.0K | 0.40% | −468−12.0% | Reduced |
| Hutner Capital Management Inc | 3,439 | $545.0K | 0.32% | 00.0% | Unchanged |
| MinichMacGregor Wealth Management, LLC | 3,443 | $545.0K | 0.17% | +92+2.7% | Added |
| Sound Income Strategies, LLC | 3,448 | $546.0K | 0.06% | +123+3.7% | Added |
| Cavalier Investments, LLC | 3,460 | $548.0K | 0.14% | +3,460 | New |
| Family Firm, Inc. | 3,479 | $551.0K | 0.14% | −116−3.2% | Reduced |
| Full Sail Capital, LLC | 3,779 | $553.0K | 0.05% | +211+5.9% | Added |
| Gitterman Wealth Management, LLC | 3,499 | $554.0K | 0.41% | −142−3.9% | Reduced |
| Shelton Wealth Management, LLC | 3,496 | $554.0K | 0.44% | +3,496 | New |
| Cooper/Haims Advisors, LLC | 3,502 | $555.0K | 0.34% | +10.0% | Added |
| Legal Advantage Investments, Inc. | 3,520 | $557.0K | 0.38% | 00.0% | Unchanged |
| Firestone Capital Management | 3,515 | $557.0K | 0.18% | −72−2.0% | Reduced |
| Manhattan West Asset Management, LLC | 3,522 | $558.0K | 0.33% | +3,522 | New |
| Aaron Wealth Advisors | 3,551 | $562.0K | 0.16% | +479+15.6% | Added |
| Marshall Financial Group LLC | 3,558 | $563.0K | 0.21% | −624−14.9% | Reduced |
| Financial Advisory Group | 3,554 | $563.0K | 0.11% | +1,452+69.1% | Added |
| Oxbow Advisors, LLC | 3,564 | $564.0K | 0.05% | −120−3.3% | Reduced |
| Patron Partners Advisors, LLC | 3,562 | $564.0K | 0.37% | −57−1.6% | Reduced |
| O'Neil Global Advisors, Inc. | 3,560 | $564.0K | 0.93% | +3,560 | New |
| Dimension Capital Management LLC | 3,561 | $565.0K | 0.11% | +72+2.1% | Added |
| Youngs Advisory Group, Inc. | 3,586 | $568.0K | 0.36% | +10.0% | Added |
| Silver Lake Advisory, LLC | 3,587 | $568.0K | 0.26% | +15+0.4% | Added |
| Miller Howard Investments Inc | 3,587 | $568.0K | 0.02% | +33+0.9% | Added |
| Gordian Capital Singapore Pte Ltd | 3,589 | $569.0K | 0.45% | +3,589 | New |
| Vienna Asset Management LLC | 3,595 | $569.0K | 0.52% | +3,595 | New |
| Quantamental Technologies LLC | 3,600 | $570.0K | 0.29% | +3,600 | New |
| Elm Advisors, LLC | 3,612 | $572.0K | 0.32% | −132−3.5% | Reduced |
| Cranbrook Wealth Management, LLC | 3,620 | $573.0K | 0.12% | 00.0% | Unchanged |
| Security National Bank of Sioux City Iowa | 3,632 | $575.0K | 0.39% | 00.0% | Unchanged |
| Amussen Hunsaker Associates LLC | 3,429 | $575.0K | 0.14% | +46+1.4% | Added |
| First Community Trust NA | 3,636 | $575.8K | 0.48% | +3,636 | New |
| Virtu Financial LLC | 3,639 | $576.0K | 0.06% | −1,381−27.5% | Reduced |
| Kidder Stephen W | 3,637 | $576.0K | 0.17% | 00.0% | Unchanged |
| Albert D Mason Inc | 3,645 | $577.0K | 0.34% | −52−1.4% | Reduced |
| Sloy Dahl & Holst, LLC | 3,526 | $577.0K | 0.12% | 00.0% | Unchanged |
| BT Wealth Management LLC | 3,645 | $577.0K | 0.16% | +660+22.1% | Added |
| Holland Advisory Services, Inc. | 3,648 | $578.0K | 0.67% | +3,648 | New |
| Sage Private Wealth Group, LLC | 3,660 | $579.0K | 0.72% | +48+1.3% | Added |
| Sunburst Financial Group, LLC | 3,661 | $580.0K | 0.29% | +503+15.9% | Added |
| Total Investment Management Inc | 3,668 | $581.0K | 0.10% | +140+4.0% | Added |
| Dougherty Wealth Advisers LLC | 3,674 | $582.0K | 0.81% | 00.0% | Unchanged |
| Wick Capital Partners, LLC | 3,676 | $582.0K | 0.45% | +3,676 | New |
| Nottingham Advisors, Inc. | 3,683 | $583.0K | 0.06% | −25−0.7% | Reduced |
| First National Corp | 3,694 | $585.0K | 0.13% | +28+0.8% | Added |
| Harbor Group, Inc. | 3,714 | $588.0K | 0.35% | +10+0.3% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 3,728 | $590.0K | 0.17% | +396+11.9% | Added |
| Raub Brock Capital Management LP | 3,619 | $592.0K | 0.09% | 00.0% | Unchanged |
| West Bancorporation Inc | 3,751 | $594.0K | 0.47% | +3,751 | New |
| Integrity Financial Corp | 3,759 | $595.0K | 0.44% | +3,759 | New |
| Beech Hill Advisors, Inc. | 3,762 | $596.0K | 0.23% | 00.0% | Unchanged |
| Fulton Breakefield Broenniman LLC | 3,795 | $601.0K | 0.04% | +61+1.6% | Added |
| Meridian Financial, LLC | 3,808 | $603.0K | 0.56% | +3,808 | New |
| XR Securities LLC | 3,810 | $603.0K | 0.07% | +442+13.1% | Added |
| Sandy Cove Advisors, LLC | 3,813 | $604.0K | 0.51% | +3,813 | New |