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 |
|---|---|---|---|---|---|
| Cohen Lawrence B | 43,089 | $6.82M | 2.66% | +9,986+30.2% | Added |
| Gamble Jones Investment Counsel | 42,911 | $6.79M | 0.40% | +160+0.4% | Added |
| American Money Management, LLC | 42,711 | $6.76M | 1.76% | +686+1.6% | Added |
| Premier Fund Managers Ltd | 42,600 | $6.75M | 0.22% | +131+0.3% | Added |
| Pensionfund DSM Netherlands | 42,500 | $6.73M | 0.78% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 42,449 | $6.72M | 2.24% | −352−0.8% | Reduced |
| Baker Ellis Asset Management LLC | 42,403 | $6.71M | 1.18% | +201+0.5% | Added |
| Intrust Bank NA | 42,319 | $6.70M | 0.81% | −514−1.2% | Reduced |
| SevenBridge Financial Group, LLC | 42,240 | $6.69M | 2.02% | −20.0% | Reduced |
| Laurel Wealth Advisors, Inc. | 42,192 | $6.68M | 0.52% | +22,663+116.0% | Added |
| Systematic Alpha Investments, LLC | 42,004 | $6.65M | 0.31% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 41,939 | $6.64M | 0.02% | +1,450+3.6% | Added |
| Somerset Trust Co | 41,943 | $6.64M | 2.42% | +1,611+4.0% | Added |
| Asset Dedication, LLC | 41,795 | $6.63M | 0.80% | +968+2.4% | Added |
| LVW Advisors, LLC | 41,680 | $6.60M | 1.12% | −1,496−3.5% | Reduced |
| Van Strum & Towne Inc. | 41,603 | $6.59M | 2.39% | −200−0.5% | Reduced |
| Abbot Financial Management, Inc. | 41,555 | $6.58M | 2.94% | −21−0.1% | Reduced |
| Kempen Capital Management N.V. | 41,405 | $6.56M | 0.20% | +2,855+7.4% | Added |
| L & S Advisors Inc | 41,362 | $6.55M | 0.71% | −30,566−42.5% | Reduced |
| RPG Investment Advisory, LLC | 41,365 | $6.55M | 1.02% | −6,431−13.5% | Reduced |
| Lincoln Capital Corp | 41,184 | $6.52M | 3.14% | +499+1.2% | Added |
| Gibraltar Capital Management, Inc. | 41,139 | $6.51M | 2.95% | −1,528−3.6% | Reduced |
| Fulton Bank, N.A. | 41,106 | $6.51M | 0.29% | +972+2.4% | Added |
| Marietta Wealth Management, LLC | 41,094 | $6.51M | 1.31% | +667+1.6% | Added |
| Concentric Wealth Management, LLC | 40,981 | $6.49M | 1.83% | −134−0.3% | Reduced |
| Change Path, LLC | 40,946 | $6.48M | 0.32% | +1,674+4.3% | Added |
| Stony Point Wealth Management Inc. | 40,942 | $6.48M | 3.43% | +6,360+18.4% | Added |
| Belpointe Asset Management LLC | 40,888 | $6.47M | 0.40% | +1,508+3.8% | Added |
| Red Door Wealth Management, LLC | 40,870 | $6.47M | 2.12% | +1,760+4.5% | Added |
| Intersect Capital LLC | 40,826 | $6.46M | 1.19% | −14,807−26.6% | Reduced |
| Univest Financial Corp | 40,790 | $6.46M | 1.64% | −469−1.1% | Reduced |
| Peloton Wealth Strategists | 40,749 | $6.45M | 2.59% | −1,400−3.3% | Reduced |
| Monticello Wealth Management, LLC | 40,716 | $6.45M | 0.58% | +2,763+7.3% | Added |
| Schechter Investment Advisors, LLC | 40,708 | $6.45M | 0.58% | +40,708 | New |
| Centaurus Financial, Inc. | 40,456 | $6.41M | 0.48% | +6,200+18.1% | Added |
| White Pine Investment CO | 40,289 | $6.38M | 2.12% | −1,040−2.5% | Reduced |
| Charles Carroll Financial Partners, LLC | 40,170 | $6.36M | 6.32% | +40,170 | New |
| Bluefin Capital Management, LLC | 40,152 | $6.36M | 0.50% | −26,593−39.8% | Reduced |
| Heritage Wealth Advisors | 40,137 | $6.36M | 0.35% | +1,170+3.0% | Added |
| Oxford Financial Group Ltd | 40,098 | $6.35M | 0.71% | +132+0.3% | Added |
| American National Bank | 40,001 | $6.33M | 1.24% | +3,831+10.6% | Added |
| Patient Capital Management, LLC | 39,900 | $6.32M | 2.56% | +39,900 | New |
| Bristlecone Advisors, LLC | 39,828 | $6.31M | 0.76% | −2,684−6.3% | Reduced |
| Fieldpoint Private Securities, LLC | 39,811 | $6.30M | 1.24% | +630+1.6% | Added |
| Hohimer Wealth Management, LLC | 39,801 | $6.30M | 1.33% | −1,971−4.7% | Reduced |
| Parcion Private Wealth LLC | 39,869 | $6.29M | 0.57% | −536−1.3% | Reduced |
| Modera Wealth Management, LLC | 39,735 | $6.29M | 0.24% | +28,219+245.0% | Added |
| Consolidated Investment Group LLC | 39,692 | $6.29M | 1.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 39,605 | $6.27M | 1.52% | +737+1.9% | Added |
| Brown Miller Wealth Management, LLC | 39,558 | $6.26M | 3.58% | −1,508−3.7% | Reduced |
| Paradigm Asset Management Co LLC | 39,491 | $6.25M | 1.56% | +1,841+4.9% | Added |
| Alpha Omega Wealth Management LLC | 37,107 | $6.24M | 0.96% | +171+0.5% | Added |
| David Loasby | 39,414 | $6.24M | 0.77% | −2,561−6.1% | Reduced |
| Wellington Shields & Co., LLC | 39,396 | $6.24M | 1.25% | −41−0.1% | Reduced |
| AlphaCrest Capital Management LLC | 39,164 | $6.20M | 0.23% | +35,188+885.0% | Added |
| Vectors Research Management, LLC | 39,143 | $6.20M | 1.31% | +991+2.6% | Added |
| Bangor Savings Bank | 39,139 | $6.20M | 0.59% | +1,708+4.6% | Added |
| Dorchester Wealth Management Co | 39,128 | $6.20M | 1.23% | +1,190+3.1% | Added |
| Budros, Ruhlin & Roe, Inc. | 39,035 | $6.18M | 0.67% | −1,878−4.6% | Reduced |
| LeJeune Puetz Investment Counsel LLC | 39,025 | $6.18M | 2.08% | +717+1.9% | Added |
| Mitchell Capital Management Co | 38,911 | $6.16M | 1.25% | +811+2.1% | Added |
| Traynor Capital Management, Inc. | 38,883 | $6.16M | 0.73% | +1,888+5.1% | Added |
| City Holding Co | 43,410 | $6.16M | 1.03% | +2,892+7.1% | Added |
| Mechanics Bank Trust Department | 38,863 | $6.15M | 0.91% | −870−2.2% | Reduced |
| Lake Street Advisors Group, LLC | 38,800 | $6.14M | 0.39% | +1,342+3.6% | Added |
| Meritage Portfolio Management | 38,738 | $6.13M | 0.35% | +381+1.0% | Added |
| HNP Capital LLC | 38,699 | $6.13M | 1.39% | +938+2.5% | Added |
| Shorepoint Capital Partners LLC | 38,685 | $6.13M | 2.49% | +715+1.9% | Added |
| Joel Isaacson & Co., LLC | 38,671 | $6.12M | 0.42% | +190.0% | Added |
| Montecito Bank & Trust | 38,641 | $6.12M | 1.09% | +449+1.2% | Added |
| Huber Capital Management LLC | 38,637 | $6.12M | 1.61% | −3,586−8.5% | Reduced |
| Johnson Financial Group, Inc. | 38,593 | $6.11M | 0.39% | +837+2.2% | Added |
| CPWM, LLC | 37,302 | $6.11M | 0.48% | 00.0% | Unchanged |
| Howland Capital Management LLC | 38,473 | $6.09M | 0.31% | −238−0.6% | Reduced |
| Clarity Financial LLC | 38,442 | $6.09M | 0.96% | +251+0.7% | Added |
| Waldron Private Wealth LLC | 38,421 | $6.08M | 0.30% | +596+1.6% | Added |
| Redmond Asset Management, LLC | 38,380 | $6.08M | 1.70% | +6,315+19.7% | Added |
| Surevest, LLC | 38,379 | $6.08M | 1.44% | −760−1.9% | Reduced |
| Chemung Canal Trust Co | 38,360 | $6.08M | 1.10% | +220+0.6% | Added |
| Werlinich Asset Management, LLC | 38,265 | $6.06M | 4.41% | 00.0% | Unchanged |
| Chronos Wealth Management, LLC | 38,264 | $6.06M | 3.67% | +219+0.6% | Added |
| Advanced Asset Management Advisors Inc | 38,248 | $6.06M | 1.25% | +10.0% | Added |
| Castleark Management LLC | 38,070 | $6.03M | 0.22% | 00.0% | Unchanged |
| Pinkerton Retirement Specialists, LLC | 38,030 | $6.02M | 1.05% | +672+1.8% | Added |
| DT Investment Partners, LLC | 38,027 | $6.02M | 0.78% | +4,336+12.9% | Added |
| Meridian Wealth Advisors, LLC | 37,895 | $6.00M | 1.46% | +531+1.4% | Added |
| R.m.sincerbeaux Capital Management LLC | 37,890 | $6.00M | 3.59% | 00.0% | Unchanged |
| Patton Albertson Miller Group, LLC | 37,862 | $6.00M | 0.97% | +2,738+7.8% | Added |
| Ashton Thomas Private Wealth, LLC | 37,852 | $5.99M | 0.58% | +19,543+106.7% | Added |
| Checchi Capital Advisers, LLC | 37,837 | $5.99M | 0.66% | +2,343+6.6% | Added |
| Stokes Capital Advisors, LLC | 37,818 | $5.99M | 1.78% | +596+1.6% | Added |
| Kinneret Advisory, LLC | 37,734 | $5.97M | 0.62% | 00.0% | Unchanged |
| Family Management Corp | 37,698 | $5.97M | 1.55% | +593+1.6% | Added |
| Augustine Asset Management Inc | 37,686 | $5.97M | 2.92% | −229−0.6% | Reduced |
| PFG Advisors | 37,638 | $5.96M | 0.60% | +421+1.1% | Added |
| Oliver Luxxe Assets LLC | 37,616 | $5.96M | 1.51% | −69−0.2% | Reduced |
| Exchange Traded Concepts, LLC | 37,595 | $5.95M | 0.12% | −65−0.2% | Reduced |
| Hedeker Wealth, LLC | 37,478 | $5.93M | 1.72% | −204−0.5% | Reduced |
| Bridgewater Advisors Inc. | 37,350 | $5.91M | 1.30% | +2,195+6.2% | Added |
| Greenline Partners, LLC | 37,254 | $5.90M | 1.11% | −975−2.6% | Reduced |