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 |
|---|---|---|---|---|---|
| Primoris Wealth Advisors, LLC | 4,493 | $710.0K | 0.57% | +4,493 | New |
| HHM Wealth Advisors, LLC | 4,488 | $711.0K | 0.17% | +32+0.7% | Added |
| Index Fund Advisors, Inc. | 4,491 | $711.0K | 0.05% | +4,491 | New |
| Lifeworks Advisors, LLC | 4,506 | $713.0K | 0.57% | +4,506 | New |
| F/M Investments LLC | 4,508 | $714.0K | 0.52% | 00.0% | Unchanged |
| Empowered Funds, LLC | 4,505 | $714.0K | 0.08% | +762+20.4% | Added |
| Sendero Wealth Management, LLC | 88,966 | $714.0K | 0.32% | +88,966 | New |
| Merrion Investment Management Co, LLC | 4,544 | $719.0K | 0.53% | 00.0% | Unchanged |
| Kowal Investment Group, LLC | 4,550 | $720.0K | 0.21% | +246+5.7% | Added |
| Heartwood Wealth Advisors LLC | 4,554 | $721.0K | 0.11% | +672+17.3% | Added |
| Berkeley Capital Partners, LLC | 4,557 | $722.0K | 0.30% | +511+12.6% | Added |
| Cottonwood Capital Advisors, LLC | 4,568 | $723.0K | 0.56% | +4,568 | New |
| GenWealth Group, Inc. | 4,582 | $725.0K | 0.20% | 00.0% | Unchanged |
| Financial Strategies Group, Inc. | 4,584 | $726.0K | 0.30% | +507+12.4% | Added |
| Sather Financial Group Inc | 4,592 | $727.0K | 0.06% | 00.0% | Unchanged |
| R.H. Dinel Investment Counsel, Inc. | 4,592 | $727.0K | 0.50% | 00.0% | Unchanged |
| Stelac Advisory Services LLC | 4,621 | $732.0K | 0.20% | −1,501−24.5% | Reduced |
| Wedge Capital Management L L P | 4,623 | $732.0K | 0.01% | −96−2.0% | Reduced |
| Bay Rivers Group | 4,631 | $733.0K | 0.45% | −10−0.2% | Reduced |
| Wimmer Associates 1, LLC | 4,637 | $734.0K | 0.39% | +63+1.4% | Added |
| Diamant Asset Management, Inc. | 4,661 | $738.0K | 0.54% | 00.0% | Unchanged |
| Keb Asset Management, LLC | 4,665 | $739.0K | 0.47% | +4,665 | New |
| Vanguard Capital Wealth Advisors | 4,684 | $741.0K | 0.53% | +2,006+74.9% | Added |
| Eagle Bay Advisors LLC | 4,686 | $742.0K | 0.48% | −739−13.6% | Reduced |
| Semmax Financial Advisors Inc. | 4,691 | $743.0K | 0.27% | −1,233−20.8% | Reduced |
| Advisory Alpha, LLC | 4,700 | $744.0K | 0.04% | +1,495+46.6% | Added |
| Grant Street Asset Management, Inc. | 4,705 | $745.0K | 0.39% | +270+6.1% | Added |
| HYA Advisors, Inc | 4,714 | $746.0K | 0.27% | −197−4.0% | Reduced |
| Merriman Wealth Management, LLC | 4,708 | $746.0K | 0.05% | +635+15.6% | Added |
| Arbor Investment Advisors, LLC | 4,717 | $747.0K | 0.14% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 4,722 | $748.0K | 0.23% | +1,090+30.0% | Added |
| Del-Sette Capital Management, LLC | 4,727 | $749.0K | 0.72% | +4,727 | New |
| FirstPurpose Wealth LLC | 4,733 | $749.0K | 0.47% | +4,733 | New |
| Cohen & Steers, Inc. | 4,739 | $750.0K | 0.00% | −831−14.9% | Reduced |
| GPS Wealth Strategies Group, LLC | 4,739 | $750.0K | 0.17% | −72−1.5% | Reduced |
| Crewe Advisors LLC | 4,736 | $750.0K | 0.15% | +1,299+37.8% | Added |
| Mosaic Family Wealth, LLC | 4,741 | $751.0K | 0.20% | −790−14.3% | Reduced |
| Drive Wealth Management, LLC | 4,742 | $751.0K | 0.66% | +4,742 | New |
| Retirement Income Solutions, Inc | 4,748 | $752.0K | 0.20% | +1,620+51.8% | Added |
| Wiley Bros.-Aintree Capital, LLC | 4,757 | $753.0K | 0.45% | −100−2.1% | Reduced |
| Fairview Capital Investment Management, LLC | 4,761 | $753.0K | 0.05% | +539+12.8% | Added |
| Lorne Steinberg Wealth Management Inc. | 4,764 | $754.0K | 0.32% | −21−0.4% | Reduced |
| Corundum Group, Inc. | 4,774 | $756.0K | 0.49% | +641+15.5% | Added |
| Birchcreek Wealth Management, LLC | 4,782 | $757.0K | 0.66% | +19+0.4% | Added |
| TriaGen Wealth Management LLC | 4,800 | $760.0K | 0.38% | 00.0% | Unchanged |
| Dohj, LLC | 4,842 | $767.0K | 0.34% | +159+3.4% | Added |
| Garde Capital, Inc. | 4,841 | $767.0K | 0.08% | +32+0.7% | Added |
| American Research & Management Co. | 4,861 | $770.0K | 0.17% | +265+5.8% | Added |
| Rock Creek Group, LP | 4,872 | $771.0K | 0.11% | +122+2.6% | Added |
| Bluestein R H & Co | 4,880 | $773.0K | 0.03% | +1,000+25.8% | Added |
| First National Bank | 4,922 | $779.0K | 0.68% | +65+1.3% | Added |
| Garrett Investment Advisors LLC | 4,919 | $779.0K | 0.20% | +149+3.1% | Added |
| Echo45 Advisors LLC | 4,920 | $779.0K | 0.62% | +4,920 | New |
| Millennium Capital Advisors, LLC | 4,924 | $779.7K | 0.61% | +4,924 | New |
| Echo Street Capital Management LLC | 4,928 | $780.0K | 0.01% | +1,917+63.7% | Added |
| Arkansas Financial Group, Inc. | 4,938 | $782.0K | 0.16% | 00.0% | Unchanged |
| Odey Holdings Ltd | 4,942 | $783.0K | 4.35% | 00.0% | Unchanged |
| Delta Investment Management, LLC | 4,946 | $783.0K | 0.23% | +27+0.5% | Added |
| Benson Investment Management Company, Inc. | 4,950 | $784.0K | 0.38% | 00.0% | Unchanged |
| Geneva Partners, LLC | 4,965 | $786.0K | 0.39% | 00.0% | Unchanged |
| Vicus Capital | 5,279 | $786.0K | 0.08% | +5,279 | New |
| FSB Premier Wealth Management, Inc. | 4,972 | $787.0K | 0.33% | −294−5.6% | Reduced |
| Vantage Financial Partners Ltd., Inc. | 4,974 | $788.0K | 0.40% | 00.0% | Unchanged |
| Paragon Private Wealth Management, LLC | 4,990 | $790.0K | 0.70% | +4,990 | New |
| Alera Investment Advisors, LLC | 4,995 | $791.0K | 0.22% | −526−9.5% | Reduced |
| Summit Asset Management, LLC | 4,995 | $791.0K | 0.22% | +605+13.8% | Added |
| Greenhaven Associates IncSuperinvestorGreenhaven Associates | 5,000 | $792.0K | 0.02% | 00.0% | Unchanged |
| Eagle Strategies LLC | 4,998 | $792.0K | 0.31% | +4,998 | New |
| Hurlow Wealth Management Group, Inc. | 6,166 | $793.0K | 0.62% | +69+1.1% | Added |
| Centerpoint Advisors, LLC | 5,007 | $793.0K | 0.35% | +1,183+30.9% | Added |
| Gould Asset Management LLC | 5,016 | $794.0K | 0.22% | +1,470+41.5% | Added |
| TCM Advisors, LLC | 5,000 | $795.0K | 0.70% | +5,000 | New |
| Austin Private Wealth, LLC | 5,024 | $796.0K | 0.16% | −459−8.4% | Reduced |
| Financial Perspectives, Inc | 5,031 | $796.7K | 0.38% | 00.0% | Unchanged |
| Integral Investment Advisors, Inc. | 5,055 | $800.0K | 0.58% | +5,055 | New |
| Mid-American Wealth Advisory Group, Inc. | 5,049 | $800.0K | 0.64% | +5,049 | New |
| Southland Equity Partners LLC | 5,060 | $801.3K | 0.33% | +115+2.3% | Added |
| Southeast Asset Advisors Inc. | 5,067 | $802.0K | 0.11% | +209+4.3% | Added |
| TFC Financial Management | 5,084 | $805.0K | 0.24% | −1,582−23.7% | Reduced |
| Independent Wealth Network Inc. | 5,083 | $805.0K | 0.50% | +337+7.1% | Added |
| Sax Wealth Advisors, LLC | 5,083 | $805.0K | 0.17% | +144+2.9% | Added |
| AAFMAA Wealth Management & Trust LLC | 5,131 | $812.0K | 0.35% | +81+1.6% | Added |
| Campion Asset Management LLC | 5,137 | $813.0K | 0.67% | +600+13.2% | Added |
| Great Point Wealth Advisors, LLC | 5,141 | $814.0K | 0.25% | 00.0% | Unchanged |
| Copperwynd Financial, LLC | 5,142 | $814.0K | 0.31% | +30+0.6% | Added |
| Reston Wealth Management LLC | 5,146 | $815.0K | 0.40% | +52+1.0% | Added |
| Hexagon Capital Partners LLC | 5,145 | $815.0K | 0.21% | +86+1.7% | Added |
| Thrive Capital Management, LLC | 5,154 | $816.0K | 0.53% | −3,473−40.3% | Reduced |
| Lantz Financial LLC | 5,151 | $816.0K | 0.38% | −116−2.2% | Reduced |
| Powers Advisory Group, LLC | 5,156 | $816.0K | 0.58% | +5,156 | New |
| Gray Wealth Management Inc. | 5,168 | $818.0K | 0.41% | +150+3.0% | Added |
| Black Swift Group, LLC | 5,189 | $822.0K | 0.34% | −38,408−88.1% | Reduced |
| Hemington Wealth Management | 6,465 | $822.0K | 0.38% | −2,873−30.8% | Reduced |
| Humankind Investments LLC | 5,188 | $822.0K | 0.33% | +340+7.0% | Added |
| Santori & Peters | 5,200 | $823.0K | 0.43% | +19+0.4% | Added |
| Red Wave Investments LLC | 5,210 | $825.0K | 0.28% | +87+1.7% | Added |
| Willner & Heller, LLC | 5,042 | $825.0K | 1.10% | +5,042 | New |
| Oak Family Advisors, LLC | 5,216 | $826.0K | 0.40% | +2,101+67.4% | Added |
| Hutchinson Capital Management | 5,225 | $827.0K | 0.18% | +39+0.8% | Added |
| Islay Capital Management, LLC | 5,230 | $828.0K | 0.63% | −367−6.6% | Reduced |