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 |
|---|---|---|---|---|---|
| LCM Capital Management Inc | 3,823 | $605.0K | 0.47% | −500−11.6% | Reduced |
| Forefront Analytics, LLC | 3,823 | $605.0K | 0.20% | +23+0.6% | Added |
| Avaii Wealth Management, LLC | 3,819 | $605.0K | 0.61% | +3,819 | New |
| Pineno Levin & Ford Asset Management, Inc. | 3,831 | $607.0K | 0.18% | 00.0% | Unchanged |
| Edgemoor Investment Advisors, Inc. | 3,840 | $608.0K | 0.06% | +88+2.3% | Added |
| Five Oceans Advisors | 3,849 | $609.0K | 0.54% | +418+12.2% | Added |
| Keene & Associates, Inc. | 3,848 | $609.0K | 0.53% | +3,848 | New |
| Sutton Place Investors LLC | 3,843 | $609.0K | 0.70% | +3,843 | New |
| Dempze Nancy E | 3,850 | $610.0K | 0.41% | 00.0% | Unchanged |
| Tandem Investment Advisors, Inc. | 3,860 | $611.0K | 0.04% | +738+23.6% | Added |
| Retirement Planning Co of New England, Inc. | 3,871 | $612.0K | 0.30% | +3,871 | New |
| Adams Chetwood Wealth Management LLC | 3,872 | $613.0K | 0.42% | −63−1.6% | Reduced |
| Riversedge Advisors, LLC | 3,878 | $614.0K | 0.19% | +478+14.1% | Added |
| Frank, Rimerman Advisors LLC | 3,886 | $615.3K | 0.21% | +514+15.2% | Added |
| Silverlake Wealth Management LLC | 3,888 | $615.7K | 0.33% | +3,888 | New |
| Solitude Financial Services | 3,888 | $616.0K | 0.41% | −184−4.5% | Reduced |
| Evolution Wealth Advisors, LLC | 3,891 | $616.0K | 0.11% | +920+31.0% | Added |
| CJM Wealth Advisers, Ltd. | 3,898 | $617.3K | 0.44% | +3,898 | New |
| Marathon Capital Management | 3,902 | $618.0K | 0.15% | −896−18.7% | Reduced |
| Park Circle Co | 3,900 | $618.0K | 0.50% | 00.0% | Unchanged |
| Capital City Trust Co | 3,907 | $619.0K | 0.18% | +590+17.8% | Added |
| Thomas Story & Son LLC | 3,924 | $621.0K | 0.24% | 00.0% | Unchanged |
| Harrington Investments, INC | 3,942 | $624.0K | 0.34% | −1,465−27.1% | Reduced |
| Northwest Investment Counselors, LLC | 3,951 | $626.0K | 0.15% | +86+2.2% | Added |
| Strong Tower Advisory Services | 3,957 | $627.0K | 0.33% | +79+2.0% | Added |
| Morris Capital Advisors, LLC | 3,967 | $628.0K | 0.46% | −229−5.5% | Reduced |
| Fermata Advisors, LLC | 3,962 | $628.0K | 0.23% | −176−4.3% | Reduced |
| Requisite Capital Management, LLC | 3,964 | $628.0K | 0.20% | 00.0% | Unchanged |
| Emerald Advisors, LLC | 3,969 | $629.0K | 0.15% | −134−3.3% | Reduced |
| West Coast Financial LLC | 3,972 | $629.0K | 0.09% | +108+2.8% | Added |
| Curated Wealth Partners LLC | 3,984 | $630.0K | 0.20% | −3−0.1% | Reduced |
| First Heartland Consultants, Inc. | 3,985 | $631.0K | 0.08% | −668−14.4% | Reduced |
| S.A. Mason LLC | 3,986 | $631.0K | 0.38% | 00.0% | Unchanged |
| Atom Investors LP | 3,991 | $632.0K | 0.17% | −2,219−35.7% | Reduced |
| Shulman DeMeo Asset Management LLC | 3,993 | $632.0K | 0.16% | +3,993 | New |
| Ratan Capital Management LP | 4,000 | $633.0K | 0.10% | 00.0% | Unchanged |
| Ullmann Financial Group, Inc. | 3,999 | $633.0K | 0.17% | 00.0% | Unchanged |
| Versor Investments LP | 4,000 | $633.0K | 0.02% | +4,000 | New |
| WNY Asset Management, LLC | 4,010 | $637.0K | 0.19% | +3+0.1% | Added |
| RWM Asset Management, LLC | 4,031 | $638.0K | 0.12% | 00.0% | Unchanged |
| Cowa, LLC | 4,037 | $639.0K | 0.32% | 00.0% | Unchanged |
| Arlington Partners LLC | 4,039 | $640.0K | 0.17% | 00.0% | Unchanged |
| Private Wealth Strategies, L.L.C. | 4,041 | $640.0K | 0.15% | 00.0% | Unchanged |
| Oberweis Asset Management Inc | 4,047 | $641.0K | 0.12% | −228−5.3% | Reduced |
| Monterey Private Wealth, Inc. | 4,054 | $642.0K | 0.32% | −579−12.5% | Reduced |
| Tyler-Stone Wealth Management | 4,051 | $642.0K | 0.34% | +4,051 | New |
| Northstar Group, Inc. | 4,070 | $644.0K | 0.15% | +105+2.6% | Added |
| Financial Advisors, LLC | 4,076 | $645.0K | 0.20% | +112+2.8% | Added |
| Annandale Capital, LLC | 4,080 | $646.0K | 0.28% | 00.0% | Unchanged |
| Grace Capital | 4,107 | $650.0K | 0.39% | +507+14.1% | Added |
| Pacific Center for Financial Services | 4,110 | $651.0K | 0.26% | +132+3.3% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 4,114 | $651.0K | 0.43% | +367+9.8% | Added |
| Stonehearth Capital Management, LLC | 4,123 | $653.0K | 0.34% | +42+1.0% | Added |
| Stiles Financial Services Inc | 4,121 | $653.0K | 0.31% | +4,121 | New |
| Consolidated Planning Corp | 4,127 | $654.0K | 0.42% | 00.0% | Unchanged |
| Thrive Wealth Management, LLC | 4,147 | $657.0K | 0.22% | +4,147 | New |
| Callan Capital, LLC | 4,158 | $658.0K | 0.10% | +1,291+45.0% | Added |
| Lee Financial Co | 4,174 | $661.0K | 0.12% | +961+29.9% | Added |
| Security National Bank of So Dak | 4,192 | $664.0K | 0.45% | +455+12.2% | Added |
| Planning Center, Inc. | 4,435 | $665.0K | 0.53% | +4,435 | New |
| Johnson Financial Group, LLC | 4,210 | $667.0K | 0.11% | +271+6.9% | Added |
| Eagle Harbor Asset Management Inc | 4,221 | $668.4K | 0.88% | +4,221 | New |
| Cahill Financial Advisors Inc | 4,220 | $669.0K | 0.13% | −26−0.6% | Reduced |
| Accuvest Global Advisors | 4,234 | $670.0K | 0.29% | +1,181+38.7% | Added |
| Vericrest Private Wealth | 4,237 | $671.0K | 0.62% | +4,237 | New |
| Silicon Valley Capital Partners | 4,242 | $672.0K | 0.11% | +1,193+39.1% | Added |
| New Vernon Investment Management LLC | 4,253 | $673.0K | 1.08% | 00.0% | Unchanged |
| Paragon Capital Management Ltd | 4,258 | $674.0K | 0.11% | −47−1.1% | Reduced |
| Washburn Capital Management, Inc. | 4,278 | $677.0K | 0.40% | +553+14.8% | Added |
| Laraway Financial Inc | 4,280 | $677.0K | 0.60% | +4,280 | New |
| Keystone Wealth Services, LLC | 4,287 | $679.0K | 0.28% | +4,287 | New |
| Beaumont Asset Management, L.L.C. | 4,302 | $681.0K | 0.45% | +104+2.5% | Added |
| Caas Capital Management LP | 4,300 | $681.0K | 0.06% | +4,300 | New |
| Jump Financial, LLC | 4,304 | $681.0K | 0.04% | +4,304 | New |
| Hedges Asset Management LLC | 4,300 | $681.0K | 0.53% | +4,300 | New |
| Maxele Advisors, LLC | 4,316 | $683.4K | 0.79% | +4,316 | New |
| Eldridge Investment Advisors, Inc. | 4,317 | $684.0K | 0.23% | 00.0% | Unchanged |
| Alan B. Lancz & Associates, Inc. | 4,317 | $684.0K | 0.60% | +4,317 | New |
| Vahanian & Associates Financial Planning Inc. | 4,327 | $685.0K | 0.55% | +4,327 | New |
| Hillcrest Wealth Advisors - NY, LLC | 4,337 | $687.0K | 0.37% | 00.0% | Unchanged |
| J2 Capital Management Inc | 4,347 | $688.0K | 0.65% | +4,347 | New |
| Day & Ennis, LLC | 4,359 | $690.0K | 0.23% | +94+2.2% | Added |
| Old North State Trust, LLC | 4,362 | $691.0K | 0.50% | +507+13.2% | Added |
| Disciplined Equity Management, Inc. | 4,373 | $692.0K | 0.67% | +4,373 | New |
| Independent Solutions Wealth Management, LLC | 4,391 | $695.4K | 0.16% | +91+2.1% | Added |
| Bender Robert & Associates | 4,261 | $697.0K | 0.20% | 00.0% | Unchanged |
| Affinity Capital Advisors, LLC | 4,409 | $698.0K | 0.21% | −69−1.5% | Reduced |
| Measured Wealth Private Client Group, LLC | 4,408 | $698.0K | 0.25% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 4,405 | $698.0K | 0.59% | +100+2.3% | Added |
| Domani Wealth, LLC | 4,410 | $698.0K | 0.14% | +399+9.9% | Added |
| Chelsea Counsel Co | 4,420 | $700.0K | 0.30% | 00.0% | Unchanged |
| Quantum Private Wealth, LLC | 4,432 | $701.0K | 0.27% | +4,432 | New |
| Marshall Financial Group Inc | 4,433 | $702.0K | 0.27% | +12+0.3% | Added |
| LVZ Advisors, Inc. | 4,433 | $702.0K | 0.09% | +85+2.0% | Added |
| Mogy Joel R Investment Counsel Inc | 4,443 | $704.0K | 0.05% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 4,453 | $705.0K | 0.42% | +4,453 | New |
| Westhampton Capital, LLC | 4,477 | $709.0K | 0.43% | +30+0.7% | Added |
| Darwin Advisors, LLC | 4,806 | $710.0K | 0.11% | −301−5.9% | Reduced |
| Riggs Asset Managment Co. Inc. | 4,481 | $710.0K | 0.19% | 00.0% | Unchanged |
| Geller Advisors LLC | 4,484 | $710.0K | 0.14% | +64+1.4% | Added |