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; 5,158 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
- 3,595
- +409 vs. Q3 2021
- Shares held
- 2.09B
- +274.8K (0.0%) vs. Q3 2021
- Total value
- $330.1B
- −$11.4B (−3.3%) vs. Q3 2021
- New holders
- 498
- 1,592 more added
- Sold out
- 89
- 1,167 more reduced
53 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 | 5,158 | $643.7B |
| Q1 2026 | 5,103 | $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 | 4,680 | $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 | 3,710 | $297.0B |
| Q2 2023 | 3,672 | $297.6B |
| Q1 2023 | 3,612 | $266.3B |
| Q4 2022 | 3,628 | $278.3B |
| Q3 2022 | 3,395 | $212.9B |
| Q2 2022 | 3,427 | $229.3B |
| Q1 2022 | 3,519 | $278.9B |
| Q4 2021 | 3,595 | $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 |
|---|---|---|---|---|---|
| Texas Capital Bank Wealth Management Services Inc | 73,257 | $11.6M | 1.00% | −1,913−2.5% | Reduced |
| Close Asset Management Ltd | 73,259 | $11.6M | 0.41% | −2,719−3.6% | Reduced |
| Picton Mahoney Asset Management | 73,110 | $11.6M | 0.42% | +4,240+6.2% | Added |
| Chicago Partners Investment Group LLC | 75,808 | $11.6M | 0.82% | +461+0.6% | Added |
| Buckingham Capital Management, Inc. | 72,932 | $11.5M | 1.79% | +408+0.6% | Added |
| Redpoint Investment Management Pty Ltd | 72,857 | $11.5M | 0.92% | −1,919−2.6% | Reduced |
| Whitener Capital Management, Inc. | 72,858 | $11.5M | 4.12% | +2,003+2.8% | Added |
| Trust Co of Toledo NA | 72,775 | $11.5M | 1.72% | +270+0.4% | Added |
| Cohen Klingenstein LLC | 72,700 | $11.5M | 0.46% | −12,426−14.6% | Reduced |
| Polaris Wealth Advisory Group, LLC | 72,613 | $11.5M | 0.66% | +3,579+5.2% | Added |
| ARS Wealth Advisors Group, LLC | 72,309 | $11.4M | 1.92% | +1,281+1.8% | Added |
| Boenning & Scattergood, Inc. | 72,048 | $11.4M | 1.82% | +381+0.5% | Added |
| Palisade Asset Management, LLC | 71,907 | $11.4M | 1.27% | +1,413+2.0% | Added |
| Hoertkorn Richard Charles | 71,731 | $11.4M | 4.60% | −385−0.5% | Reduced |
| Wellington Shields Capital Management, LLC | 71,449 | $11.3M | 1.45% | −615−0.9% | Reduced |
| Moody National Bank Trust Division | 71,421 | $11.3M | 0.34% | −240,002−77.1% | Reduced |
| Mark Stevens | 71,292 | $11.3M | 1.19% | −5,290−6.9% | Reduced |
| Strategy Asset Managers LLC | 71,165 | $11.3M | 2.93% | −1,540−2.1% | Reduced |
| Philadelphia Trust Co | 71,017 | $11.2M | 0.81% | +13,513+23.5% | Added |
| Farmers Trust Co | 70,866 | $11.2M | 2.31% | −445−0.6% | Reduced |
| Visionary Wealth Advisors | 70,425 | $11.2M | 0.91% | +541+0.8% | Added |
| Core Alternative Capital | 68,960 | $11.1M | 2.24% | +2,080+3.1% | Added |
| Vantis Investment Advisers L.P. | 70,200 | $11.1M | 11.51% | +49,600+240.8% | Added |
| Copeland Capital Management, LLC | 70,125 | $11.1M | 0.29% | +1,137+1.6% | Added |
| Steel Peak Wealth Management LLC | 70,032 | $11.1M | 0.67% | −15,517−18.1% | Reduced |
| Shelton Capital Management | 69,970 | $11.1M | 0.39% | +16,557+31.0% | Added |
| Venator Management LLC | 69,961 | $11.1M | 3.03% | −86,141−55.2% | Reduced |
| Caldwell Trust Co | 69,755 | $11.0M | 1.27% | −1,726−2.4% | Reduced |
| Gratus Capital LLC | 69,400 | $11.0M | 1.02% | +3,055+4.6% | Added |
| Icon Advisers Inc | 69,295 | $11.0M | 1.76% | 00.0% | Unchanged |
| Sumitomo Mitsui Financial Group, Inc. | 69,280 | $11.0M | 0.32% | +8,830+14.6% | Added |
| WealthBridge Investment Counsel Inc. | 69,270 | $11.0M | 4.65% | −1,155−1.6% | Reduced |
| Autus Asset Management, LLC | 69,217 | $11.0M | 1.10% | +93+0.1% | Added |
| Perigon Wealth Management, LLC | 69,058 | $10.9M | 0.78% | +6,055+9.6% | Added |
| First Hawaiian Bank | 69,010 | $10.9M | 0.32% | +15,582+29.2% | Added |
| Greenwood Gearhart Inc | 68,782 | $10.9M | 1.50% | +5,137+8.1% | Added |
| Graves-Light Private Wealth Management, Inc. | 68,367 | $10.8M | 1.54% | +212+0.3% | Added |
| Heritage Trust Co | 68,307 | $10.8M | 1.39% | −214−0.3% | Reduced |
| Buffington Mohr McNeal | 68,155 | $10.8M | 1.85% | +1,192+1.8% | Added |
| Ar Asset Management Inc | 68,031 | $10.8M | 2.73% | −200−0.3% | Reduced |
| Legacy Private Trust Co. | 67,762 | $10.7M | 0.81% | +1,676+2.5% | Added |
| Iowa State Bank | 67,428 | $10.7M | 2.51% | +5,636+9.1% | Added |
| Telos Capital Management, Inc. | 67,343 | $10.7M | 1.33% | +502+0.8% | Added |
| Griffin Asset Management, Inc. | 67,255 | $10.7M | 1.32% | −1,241−1.8% | Reduced |
| Harvey Capital Management Inc | 67,167 | $10.6M | 3.30% | −3,550−5.0% | Reduced |
| Taylor Wealth Management Partners | 67,152 | $10.6M | 3.75% | +308+0.5% | Added |
| Cigna Investments Inc | 67,066 | $10.6M | 0.83% | −24,733−26.9% | Reduced |
| JGP Wealth Management, LLC | 64,843 | $10.6M | 1.98% | +1,926+3.1% | Added |
| GAM Holding AG | 67,047 | $10.6M | 0.47% | −319−0.5% | Reduced |
| Barbara Oil Co. | 67,000 | $10.6M | 4.59% | 00.0% | Unchanged |
| Segment Wealth Management, LLC | 66,647 | $10.6M | 1.11% | +2,920+4.6% | Added |
| Greenwood Capital Associates LLC | 66,633 | $10.6M | 1.49% | −1,054−1.6% | Reduced |
| Schnieders Capital Management LLC | 66,536 | $10.5M | 2.47% | +1,245+1.9% | Added |
| Coldstream Capital Management Inc | 66,275 | $10.5M | 0.33% | +15,334+30.1% | Added |
| Sowell Financial Services LLC | 66,051 | $10.5M | 0.60% | −7,241−9.9% | Reduced |
| Integrated Wealth Concepts LLC | 65,932 | $10.4M | 0.31% | +3,920+6.3% | Added |
| Stockman Wealth Management, Inc. | 65,780 | $10.4M | 2.13% | −348−0.5% | Reduced |
| Nomura Holdings Inc | 67,099 | $10.4M | 0.06% | +4,402+7.0% | Added |
| Spinnaker Trust | 65,709 | $10.4M | 0.67% | +428+0.7% | Added |
| SFE Investment Counsel | 65,603 | $10.4M | 2.67% | +2,148+3.4% | Added |
| Greenleaf Trust | 65,375 | $10.4M | 0.12% | +5,472+9.1% | Added |
| Tompkins Financial Corp | 65,055 | $10.3M | 1.83% | +80.0% | Added |
| Frontier Wealth Management LLC | 64,969 | $10.3M | 0.68% | +6,085+10.3% | Added |
| Foster & Motley Inc | 64,698 | $10.2M | 0.80% | −1,678−2.5% | Reduced |
| Sara-Bay Financial | 64,684 | $10.2M | 3.08% | +705+1.1% | Added |
| Hoey Investments, Inc | 64,472 | $10.2M | 2.68% | +2,233+3.6% | Added |
| Pioneer Trust Bank N A | 64,452 | $10.2M | 2.65% | −420−0.6% | Reduced |
| First Midwest Bank Trust Division | 64,385 | $10.2M | 1.31% | +1,188+1.9% | Added |
| Pettyjohn, Wood & White, Inc | 64,232 | $10.2M | 2.10% | −48−0.1% | Reduced |
| Plimoth Trust Co LLC | 64,014 | $10.1M | 2.57% | +1,144+1.8% | Added |
| Skylands Capital, LLC | 63,650 | $10.1M | 1.16% | +525+0.8% | Added |
| Hills Bank & Trust Co | 63,645 | $10.1M | 1.38% | +459+0.7% | Added |
| Boston Family Office LLC | 63,619 | $10.1M | 0.65% | +257+0.4% | Added |
| Wright Investors Service Inc | 63,583 | $10.1M | 2.55% | +7,906+14.2% | Added |
| Grimes & Company, Inc. | 62,863 | $9.95M | 0.46% | +123+0.2% | Added |
| Chicago Capital, LLC | 62,783 | $9.94M | 0.37% | +522+0.8% | Added |
| Fagan Associates, Inc. | 62,779 | $9.94M | 1.89% | +691+1.1% | Added |
| Woodmont Investment Counsel LLC | 62,737 | $9.93M | 1.27% | +2,078+3.4% | Added |
| Graypoint LLC | 62,609 | $9.91M | 1.04% | +280.0% | Added |
| LGT Fund Management Co Ltd. | 62,550 | $9.90M | 2.85% | +62,550 | New |
| Cornerstone Wealth Group, LLC | 62,435 | $9.89M | 1.69% | +29,852+91.6% | Added |
| Valicenti Advisory Services Inc | 62,221 | $9.85M | 2.45% | −394−0.6% | Reduced |
| Dynamic Advisor Solutions LLC | 61,888 | $9.80M | 0.70% | +2,766+4.7% | Added |
| WoodTrust Financial Corp | 61,729 | $9.77M | 2.02% | +3,081+5.3% | Added |
| Mengis Capital Management, Inc. | 61,660 | $9.76M | 1.83% | +1,116+1.8% | Added |
| Pallas Capital Advisors LLC | 67,176 | $9.75M | 1.19% | +5,418+8.8% | Added |
| Spearhead Capital Advisors, LLC | 61,308 | $9.71M | 1.17% | +1,229+2.0% | Added |
| Altrafin AG | 61,118 | $9.68M | 3.50% | +61,118 | New |
| Sigma Investment Counselors Inc | 60,872 | $9.64M | 0.67% | −198−0.3% | Reduced |
| Savant Capital, LLC | 60,754 | $9.62M | 0.31% | −628−1.0% | Reduced |
| Farmers National Bank | 60,639 | $9.60M | 3.18% | +2,018+3.4% | Added |
| Wells Trecaso Financial Group, LLC | 60,422 | $9.57M | 4.16% | −312−0.5% | Reduced |
| Mutual Advisors, LLC | 60,376 | $9.56M | 0.51% | +1,032+1.7% | Added |
| Inlet Private Wealth, LLC | 60,259 | $9.54M | 2.31% | −90.0% | Reduced |
| Bank of Hawaii | 60,040 | $9.51M | 0.49% | −79−0.1% | Reduced |
| Nwi Management LP | 60,000 | $9.50M | 1.21% | 00.0% | Unchanged |
| Bright Rock Capital Management, LLC | 60,000 | $9.50M | 2.16% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 59,875 | $9.48M | 2.20% | −301−0.5% | Reduced |
| Apriem Advisors | 59,787 | $9.47M | 1.34% | −1,072−1.8% | Reduced |
| Arrow Financial Corp | 59,736 | $9.46M | 1.12% | −2,185−3.5% | Reduced |