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 |
|---|---|---|---|---|---|
| Roundview Capital LLC | 50,649 | $8.02M | 0.80% | +1,114+2.2% | Added |
| Stamos Capital Partners, L.P. | 50,600 | $8.01M | 3.72% | +7,250+16.7% | Added |
| Hamel Associates, Inc. | 50,515 | $8.00M | 2.87% | +165+0.3% | Added |
| Green Square Capital Advisors LLC | 50,439 | $7.99M | 1.58% | −335−0.7% | Reduced |
| KG&L Capital Management,LLC | 50,434 | $7.99M | 3.22% | +2,100+4.3% | Added |
| Arjuna Capital | 50,175 | $7.95M | 2.91% | +483+1.0% | Added |
| Cardinal Capital Management | 50,136 | $7.94M | 1.57% | −253−0.5% | Reduced |
| Everence Capital Management Inc | 50,015 | $7.92M | 0.59% | −24,760−33.1% | Reduced |
| Ascent Wealth Partners, LLC | 50,005 | $7.92M | 1.41% | −1,936−3.7% | Reduced |
| JBF Capital, Inc. | 50,000 | $7.92M | 1.50% | 00.0% | Unchanged |
| Bizma Investimentos Ltda | 50,000 | $7.92M | 4.64% | 00.0% | Unchanged |
| Hudson Bay Capital Management LP | 50,000 | $7.92M | 0.09% | +20,000+66.7% | Added |
| Dorsey & Whitney Trust CO LLC | 49,978 | $7.92M | 0.66% | +4,550+10.0% | Added |
| Sawtooth Solutions, LLC | 49,896 | $7.90M | 0.88% | +24,462+96.2% | Added |
| JTC Employer Solutions Trusteee Ltd | 49,814 | $7.89M | 0.97% | 00.0% | Unchanged |
| North Star Asset Management Inc | 49,740 | $7.88M | 0.40% | +5,351+12.1% | Added |
| Ballast Advisors LLC | 49,400 | $7.82M | 2.99% | −143−0.3% | Reduced |
| Live Oak Private Wealth LLC | 49,308 | $7.81M | 1.46% | +351+0.7% | Added |
| Signaturefd, LLC | 49,045 | $7.77M | 0.24% | +2,000+4.3% | Added |
| Sargent Bickham Lagudis LLC | 49,008 | $7.76M | 0.59% | −2,012−3.9% | Reduced |
| IBM Retirement Fund | 48,901 | $7.74M | 0.96% | −34,967−41.7% | Reduced |
| EagleClaw Capital Managment, LLC | 48,718 | $7.71M | 1.69% | +1,170+2.5% | Added |
| Nelson Capital Management, LLC | 48,479 | $7.68M | 1.42% | +95+0.2% | Added |
| Wittenberg Investment Management, Inc. | 48,442 | $7.67M | 2.79% | −700−1.4% | Reduced |
| Avitas Wealth Management LLC | 48,361 | $7.66M | 1.28% | +732+1.5% | Added |
| Granite Investment Partners, LLC | 48,260 | $7.64M | 0.22% | −1,365−2.8% | Reduced |
| Beacon Financial Group | 47,252 | $7.64M | 0.99% | +121+0.3% | Added |
| Harbour Capital Advisors, LLC | 48,235 | $7.64M | 1.88% | +469+1.0% | Added |
| Connectus Wealth, LLC | 48,101 | $7.62M | 0.30% | +48,101 | New |
| DCM Advisors, LLC | 47,916 | $7.59M | 2.24% | +23,045+92.7% | Added |
| Clear Harbor Asset Management, LLC | 47,825 | $7.57M | 0.83% | +987+2.1% | Added |
| Covington Investment Advisors Inc. | 47,738 | $7.56M | 1.54% | −201−0.4% | Reduced |
| McKinley Capital Management LLC /Delaware | 47,670 | $7.55M | 0.67% | 00.0% | Unchanged |
| HighTower Trust Services, LTA | 47,658 | $7.55M | 0.74% | +713+1.5% | Added |
| Pittenger & Anderson Inc | 47,624 | $7.54M | 0.35% | +2,495+5.5% | Added |
| Garland Capital Management Inc | 47,615 | $7.54M | 5.20% | −3,050−6.0% | Reduced |
| Washington Trust Advisors, Inc. | 47,610 | $7.54M | 0.51% | +47,610 | New |
| Parthenon LLC | 47,592 | $7.54M | 1.06% | −1,275−2.6% | Reduced |
| Resources Investment Advisors, LLC. | 47,576 | $7.53M | 0.28% | +2,838+6.3% | Added |
| Frisch Financial Group, Inc. | 47,645 | $7.53M | 2.36% | −308−0.6% | Reduced |
| Bridge Creek Capital Management LLC | 47,165 | $7.47M | 2.56% | −277−0.6% | Reduced |
| Aviance Capital Partners, LLC | 47,170 | $7.47M | 1.24% | +615+1.3% | Added |
| Swarthmore Group Inc | 47,059 | $7.45M | 1.77% | +7,203+18.1% | Added |
| Davy Global Fund Management Ltd | 47,000 | $7.44M | 1.14% | −695−1.5% | Reduced |
| Altavista Wealth Management, Inc. | 46,996 | $7.44M | 1.50% | +832+1.8% | Added |
| Wintrust Investments LLC | 46,873 | $7.42M | 0.71% | −188−0.4% | Reduced |
| Van Hulzen Asset Management, LLC | 46,647 | $7.39M | 0.81% | +36,219+347.3% | Added |
| Knights of Columbus Asset Advisors LLC | 46,464 | $7.36M | 0.59% | +586+1.3% | Added |
| Berkshire Bank | 46,439 | $7.35M | 1.63% | +1,345+3.0% | Added |
| Parkwood LLC | 46,301 | $7.33M | 1.30% | −2,990−6.1% | Reduced |
| Elk River Wealth Management, LLC | 46,266 | $7.33M | 1.66% | +866+1.9% | Added |
| Arden Trust Co | 46,181 | $7.31M | 1.24% | −1,519−3.2% | Reduced |
| BKD Wealth Advisors, LLC | 46,120 | $7.30M | 0.31% | +939+2.1% | Added |
| Stratos Wealth Advisors, LLC | 46,087 | $7.30M | 0.53% | +1,280+2.9% | Added |
| Annex Advisory Services, LLC | 46,043 | $7.29M | 0.50% | +2,551+5.9% | Added |
| Axxcess Wealth Management, LLC | 46,038 | $7.29M | 0.55% | +46,038 | New |
| RBF Capital, LLC | 46,000 | $7.28M | 0.46% | 00.0% | Unchanged |
| Martin Capital Partners, LLC | 45,995 | $7.28M | 3.44% | +40+0.1% | Added |
| HGK Asset Management Inc | 45,983 | $7.28M | 2.26% | +184+0.4% | Added |
| Gladstone Institutional Advisory LLC | 45,811 | $7.25M | 0.56% | +9,327+25.6% | Added |
| Redwood Investments, LLC | 45,710 | $7.24M | 0.57% | +2,176+5.0% | Added |
| XML Financial, LLC | 45,705 | $7.24M | 0.87% | +129+0.3% | Added |
| Sound View Wealth Advisors Group, LLC | 45,555 | $7.21M | 1.36% | +1,572+3.6% | Added |
| DF Dent & Co Inc | 45,466 | $7.20M | 0.07% | +966+2.2% | Added |
| Veriti Management LLC | 45,463 | $7.20M | 0.93% | −541−1.2% | Reduced |
| McRae Capital Management Inc | 45,397 | $7.19M | 1.50% | +805+1.8% | Added |
| Strategic Advisors LLC | 45,347 | $7.18M | 1.02% | +2,031+4.7% | Added |
| Capula Management Ltd | 45,322 | $7.18M | 0.51% | −9,418−17.2% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 45,308 | $7.17M | 1.75% | +233+0.5% | Added |
| Whalerock Point Partners, LLC | 45,235 | $7.16M | 2.45% | +1,501+3.4% | Added |
| Hallmark Capital Management Inc | 45,169 | $7.15M | 0.57% | −753−1.6% | Reduced |
| Harrell Investment Partners, LLC | 45,083 | $7.14M | 2.19% | +1,316+3.0% | Added |
| Loews Corp | 45,000 | $7.13M | 0.06% | −10,000−18.2% | Reduced |
| Abbrea Capital, LLC | 44,889 | $7.11M | 0.96% | +1,077+2.5% | Added |
| Karp Capital Management Corp | 44,707 | $7.08M | 0.89% | +5,248+13.3% | Added |
| Asset Planning Services Inc | 44,657 | $7.07M | 3.81% | −1,100−2.4% | Reduced |
| Welch Group, LLC | 44,582 | $7.06M | 0.41% | +1,671+3.9% | Added |
| B & T Capital Management DBA Alpha Capital Management | 44,451 | $7.04M | 1.55% | +415+0.9% | Added |
| Wisconsin Capital Management LLC | 44,385 | $7.03M | 2.89% | +25+0.1% | Added |
| Fairfield, Bush & Co. | 44,371 | $7.03M | 3.38% | −5,439−10.9% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 46,911 | $7.01M | 0.10% | −8,824−15.8% | Reduced |
| Odey Asset Management Group Ltd | 44,225 | $7.00M | 2.07% | −1,942−4.2% | Reduced |
| Gyroscope Capital Management Group, LLC | 44,137 | $6.99M | 2.49% | +603+1.4% | Added |
| Brave Asset Management Inc | 44,034 | $6.97M | 1.91% | +623+1.4% | Added |
| Bedell Frazier Investment Counseling, LLC | 43,976 | $6.96M | 1.70% | +396+0.9% | Added |
| Ameritas Investment Partners, Inc. | 43,953 | $6.96M | 0.23% | −14,534−24.8% | Reduced |
| Meiji Yasuda Life Insurance Co | 43,944 | $6.96M | 0.12% | −5,723−11.5% | Reduced |
| Ballentine Partners, LLC | 43,924 | $6.96M | 0.21% | +3,293+8.1% | Added |
| HB Wealth Management, LLC | 43,862 | $6.95M | 0.14% | +43,862 | New |
| Selway Asset Management | 43,820 | $6.94M | 3.29% | −200−0.5% | Reduced |
| Community Bank & Trust, Waco, Texas | 43,707 | $6.92M | 2.04% | +403+0.9% | Added |
| Brewin Dolphin Wealth Management Ltd | 43,628 | $6.91M | 0.74% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 43,620 | $6.91M | 0.73% | +541+1.3% | Added |
| Moneta Group Investment Advisors LLC | 43,555 | $6.90M | 0.28% | +2,661+6.5% | Added |
| AMJ Financial Wealth Management | 43,381 | $6.87M | 2.48% | +3,267+8.1% | Added |
| B. Riley Wealth Management, Inc. | 847,116 | $6.86M | 0.47% | +638,881+306.8% | Added |
| Guyasuta Investment Advisors Inc | 43,279 | $6.85M | 0.45% | +111+0.3% | Added |
| Argyle Capital Management Inc. | 43,262 | $6.85M | 2.14% | −750−1.7% | Reduced |
| WealthPLAN Partners, LLC | 46,081 | $6.85M | 0.45% | −249−0.5% | Reduced |
| Smithbridge Asset Management Inc | 43,167 | $6.83M | 2.08% | −248−0.6% | Reduced |