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 |
|---|---|---|---|---|---|
| Adalta Capital Management LLC | 59,695 | $9.45M | 4.36% | +10,000+20.1% | Added |
| Camden National Bank | 59,519 | $9.43M | 1.66% | −383−0.6% | Reduced |
| Boyar Asset Management Inc. | 59,456 | $9.41M | 5.67% | −300−0.5% | Reduced |
| Ropes Wealth Advisors LLC | 59,314 | $9.39M | 1.65% | −13,078−18.1% | Reduced |
| Woodstock Corp | 59,277 | $9.39M | 0.98% | +258+0.4% | Added |
| Independent Investors Inc | 59,149 | $9.37M | 2.00% | −200−0.3% | Reduced |
| Bard Financial Services, Inc. | 59,090 | $9.36M | 0.75% | 00.0% | Unchanged |
| Gifford Fong Associates | 58,800 | $9.31M | 1.63% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 58,862 | $9.31M | 0.50% | +2,461+4.4% | Added |
| Apollon Wealth Management, LLC | 58,532 | $9.27M | 0.75% | +12,831+28.1% | Added |
| Spectrum Management Group, LLC | 58,469 | $9.26M | 1.33% | +725+1.3% | Added |
| Oak Harvest Investment Services | 58,313 | $9.23M | 2.29% | +91+0.2% | Added |
| Altium Wealth Management LLC | 58,203 | $9.22M | 0.59% | +4,651+8.7% | Added |
| Fred Alger Management, LLC | 57,776 | $9.15M | 0.02% | −591−1.0% | Reduced |
| Summit Global Investments | 57,765 | $9.15M | 0.59% | +21,764+60.5% | Added |
| United Fire Group Inc | 57,736 | $9.14M | 4.30% | 00.0% | Unchanged |
| AMG National Trust Bank | 57,646 | $9.13M | 0.27% | −2,844−4.7% | Reduced |
| Clear Street Markets LLC | 57,600 | $9.12M | 0.82% | −38,376−40.0% | Reduced |
| Level Four Advisory Services, LLC | 57,598 | $9.12M | 0.70% | +16,007+38.5% | Added |
| Laurel Wealth Advisors LLC | 57,507 | $9.11M | 1.90% | +702+1.2% | Added |
| Balyasny Asset Management LLC | 57,487 | $9.10M | 0.04% | −653,852−91.9% | Reduced |
| Miramar Capital, LLC | 57,270 | $9.07M | 3.08% | +327+0.6% | Added |
| Bridgecreek Investment Management, LLC | 57,110 | $9.04M | 1.23% | 00.0% | Unchanged |
| Royal Fund Management, LLC | 56,976 | $9.02M | 1.29% | +1,091+2.0% | Added |
| Xcel Wealth Management, LLC | 56,613 | $8.96M | 2.30% | +155+0.3% | Added |
| Perennial Advisors, LLC | 56,617 | $8.96M | 2.42% | +971+1.7% | Added |
| One Capital Management, LLC | 56,614 | $8.96M | 0.68% | +9,916+21.2% | Added |
| Koshinski Asset Management, Inc. | 56,588 | $8.96M | 0.72% | +787+1.4% | Added |
| Carmel Capital Management L.L.C. | 56,568 | $8.96M | 4.40% | +56,568 | New |
| Family Capital Trust Co | 56,513 | $8.95M | 2.50% | +319+0.6% | Added |
| Sompo Asset Management Co., Ltd. | 56,410 | $8.93M | 1.78% | +1,920+3.5% | Added |
| McGinn Investment Management, Inc. | 56,390 | $8.93M | 5.90% | −362−0.6% | Reduced |
| BOK Financial Private Wealth, Inc. | 56,378 | $8.93M | 0.62% | −222−0.4% | Reduced |
| Terry L. Blaker | 56,265 | $8.91M | 0.69% | −71−0.1% | Reduced |
| Allied Investment Advisors, LLC | 56,189 | $8.90M | 3.04% | +971+1.8% | Added |
| Buckingham Strategic Wealth, LLC | 56,133 | $8.89M | 0.17% | −553−1.0% | Reduced |
| Icon Wealth Partners, LLC | 56,121 | $8.89M | 0.89% | −3,951−6.6% | Reduced |
| Princeton Global Asset Management LLC | 56,026 | $8.87M | 2.48% | +144+0.3% | Added |
| Buckley Wealth Management, LLC | 56,017 | $8.87M | 2.59% | −628−1.1% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 55,932 | $8.86M | 0.44% | +5,774+11.5% | Added |
| M&R Capital Management Inc | 55,723 | $8.82M | 1.83% | −292−0.5% | Reduced |
| Fulcrum Capital LLC | 55,514 | $8.79M | 1.91% | +1,350+2.5% | Added |
| Fundamentun, LLC | 55,500 | $8.79M | 1.39% | +123+0.2% | Added |
| Pine Ridge Advisers LLC | 55,500 | $8.79M | 2.41% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 55,450 | $8.78M | 0.45% | −12,379−18.3% | Reduced |
| Goelzer Investment Management, Inc. | 55,400 | $8.77M | 0.71% | +26,783+93.6% | Added |
| Bray Capital Advisors | 55,341 | $8.76M | 2.14% | +865+1.6% | Added |
| CMT Capital Markets Trading GmbH | 55,300 | $8.76M | 2.52% | +52,500+1,875.0% | Added |
| River Wealth Advisors LLC | 54,998 | $8.71M | 1.35% | +715+1.3% | Added |
| Fort Sheridan Advisors LLC | 54,945 | $8.70M | 2.51% | −75−0.1% | Reduced |
| Old Second National Bank of Aurora | 67,569 | $8.69M | 2.58% | +4,398+7.0% | Added |
| Sanders Morris Harris LLC | 54,100 | $8.69M | 1.50% | +29,438+119.4% | Added |
| Constitution Capital LLC | 54,853 | $8.69M | 4.63% | +515+0.9% | Added |
| Stolper Co | 54,816 | $8.68M | 3.87% | −70−0.1% | Reduced |
| Rench Wealth Management, Inc. | 54,804 | $8.68M | 3.91% | −969−1.7% | Reduced |
| Cutler Investment Counsel LLC | 54,735 | $8.67M | 1.30% | +386+0.7% | Added |
| QV Investors Inc. | 54,690 | $8.66M | 0.60% | −4,500−7.6% | Reduced |
| Davis-Rea Ltd. | 54,498 | $8.63M | 4.01% | −2,353−4.1% | Reduced |
| Prudential PLC | 54,440 | $8.62M | 0.12% | +44,192+431.2% | Added |
| Viking Fund Management LLC | 54,000 | $8.55M | 2.25% | 00.0% | Unchanged |
| Paradiem, LLC | 57,266 | $8.51M | 2.77% | 00.0% | Unchanged |
| Lynch & Associates | 53,712 | $8.51M | 2.01% | +2,171+4.2% | Added |
| Ami Investment Management Inc | 53,699 | $8.50M | 3.51% | −500−0.9% | Reduced |
| K.J. Harrison & Partners Inc | 53,605 | $8.50M | 1.20% | +2,623+5.1% | Added |
| Bremer Bank National Association | 53,611 | $8.49M | 1.40% | −10,836−16.8% | Reduced |
| Nixon Peabody Trust Co | 53,609 | $8.49M | 2.57% | +2,149+4.2% | Added |
| AGF Investments America Inc. | 53,488 | $8.47M | 1.62% | +1,273+2.4% | Added |
| Stokes Family Office, LLC | 53,440 | $8.46M | 1.05% | +1,874+3.6% | Added |
| Permanens Capital L.P. | 53,403 | $8.46M | 1.33% | 00.0% | Unchanged |
| Cadence Bank NA | 53,255 | $8.43M | 2.30% | −642−1.2% | Reduced |
| Parallel Advisors, LLC | 53,163 | $8.42M | 0.31% | +2,900+5.8% | Added |
| Radnor Capital Management, LLC | 53,135 | $8.41M | 2.08% | +3,636+7.3% | Added |
| Vestcor Inc | 53,081 | $8.40M | 0.30% | −2,434−4.4% | Reduced |
| Mirador Capital Partners LP | 53,007 | $8.39M | 1.77% | +2,084+4.1% | Added |
| Mount Yale Investment Advisors, LLC | 53,001 | $8.39M | 0.88% | −486−0.9% | Reduced |
| Capstone Financial Advisors, Inc. | 52,704 | $8.35M | 0.60% | +841+1.6% | Added |
| Duncker Streett & Co Inc | 52,702 | $8.35M | 1.44% | +470+0.9% | Added |
| Essex Financial Services, Inc. | 52,618 | $8.33M | 0.82% | +236+0.5% | Added |
| Baldwin Brothers Inc | 52,608 | $8.33M | 0.83% | +1,510+3.0% | Added |
| Windward Capital Management Co | 52,544 | $8.32M | 0.69% | +32+0.1% | Added |
| Cumberland Advisors Inc | 52,480 | $8.31M | 1.74% | +2,655+5.3% | Added |
| Harbor Investment Advisory, LLC | 52,466 | $8.31M | 1.05% | −128−0.2% | Reduced |
| Empirical Finance, LLC | 52,406 | $8.30M | 0.98% | +13,406+34.4% | Added |
| Walter & Keenan Financial Consulting Co | 52,338 | $8.29M | 2.69% | −2,298−4.2% | Reduced |
| Corbenic Partners LLC | 51,979 | $8.23M | 1.60% | +4,982+10.6% | Added |
| Hennessy Advisors Inc | 51,900 | $8.22M | 0.47% | −13,300−20.4% | Reduced |
| Investment Management of Virginia LLC | 51,840 | $8.21M | 1.32% | −815−1.5% | Reduced |
| Pendal Group Limited | 51,831 | $8.21M | 0.07% | −44,136−46.0% | Reduced |
| Naples Global Advisors, LLC | 51,797 | $8.20M | 0.95% | +782+1.5% | Added |
| Boyer & Corporon Wealth Management, LLC | 51,790 | $8.20M | 2.41% | +220+0.4% | Added |
| American Trust | 51,774 | $8.20M | 0.63% | +51,774 | New |
| Pacific Global Investment Management CO | 51,740 | $8.19M | 1.51% | −71−0.1% | Reduced |
| Ipswich Investment Management Co., Inc. | 51,715 | $8.19M | 1.91% | −258−0.5% | Reduced |
| Sumitomo Life Insurance Co | 51,569 | $8.17M | 0.19% | −1,487−2.8% | Reduced |
| Schulhoff & Co Inc | 51,450 | $8.15M | 3.35% | −1,173−2.2% | Reduced |
| Baldwin Investment Management, LLC | 51,274 | $8.12M | 2.13% | −1,145−2.2% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 51,267 | $8.12M | 0.07% | +3,131+6.5% | Added |
| Nicholas Investment Partners, LP | 51,000 | $8.08M | 0.51% | +21,000+70.0% | Added |
| Fluent Financial, LLC | 50,950 | $8.07M | 3.29% | +40,864+405.2% | Added |
| Lake Street Financial LLC | 50,738 | $8.03M | 1.42% | +6,378+14.4% | Added |