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 |
|---|---|---|---|---|---|
| Capital Analysts, LLC | 37,223 | $5.89M | 0.36% | −1,290−3.3% | Reduced |
| Gotham Asset Management, LLC | 37,161 | $5.88M | 0.19% | −5,211−12.3% | Reduced |
| AdvisorNet Financial, Inc | 37,036 | $5.87M | 0.36% | −1,149−3.0% | Reduced |
| Shepherd Financial Partners LLC | 36,854 | $5.84M | 1.01% | +960+2.7% | Added |
| NatWest Group plc | 36,908 | $5.84M | 3.01% | +8,958+32.1% | Added |
| Strategic Wealth Advisors Group, LLC | 36,278 | $5.84M | 0.27% | −2,690−6.9% | Reduced |
| Stillwater Investment Management, LLC | 36,763 | $5.82M | 1.43% | +61+0.2% | Added |
| Andra AP-fonden | 36,700 | $5.81M | 0.12% | −3,700−9.2% | Reduced |
| Cottage Street Advisors LLC | 36,589 | $5.79M | 3.28% | +179+0.5% | Added |
| Excalibur Management Corp | 36,587 | $5.79M | 2.34% | +315+0.9% | Added |
| Institutional & Family Asset Management, LLC | 36,585 | $5.79M | 0.91% | +134+0.4% | Added |
| Tradewinds, LLC. | 33,986 | $5.78M | 6.82% | +33,986 | New |
| Mandatum Life Insurance Co Ltd | 36,500 | $5.78M | 1.53% | 00.0% | Unchanged |
| Martingale Asset Management L P | 36,490 | $5.78M | 0.07% | +36,490 | New |
| Northwest Bancshares, Inc. | 36,469 | $5.78M | 1.14% | −1,122−3.0% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 36,458 | $5.77M | 4.63% | +1,192+3.4% | Added |
| Buckhead Capital Management LLC | 36,391 | $5.76M | 1.22% | −3,433−8.6% | Reduced |
| American National Insurance Co | 36,345 | $5.75M | 1.27% | −257,866−87.6% | Reduced |
| YorkBridge Wealth Partners, LLC | 36,202 | $5.73M | 1.28% | −522−1.4% | Reduced |
| Jacobi Capital Management LLC | 36,202 | $5.73M | 0.68% | +1,404+4.0% | Added |
| Souders Financial Advisors | 36,164 | $5.73M | 1.64% | +2,223+6.5% | Added |
| Varma Mutual Pension Insurance Co | 36,125 | $5.72M | 0.08% | 00.0% | Unchanged |
| Cornercap Investment Counsel Inc | 36,078 | $5.71M | 0.83% | +6,239+20.9% | Added |
| Bowling Portfolio Management LLC | 36,032 | $5.71M | 1.18% | −727−2.0% | Reduced |
| Avantax Planning Partners, Inc. | 35,957 | $5.69M | 0.23% | +1,271+3.7% | Added |
| Baugh & Associates, LLC | 35,751 | $5.66M | 3.13% | −20−0.1% | Reduced |
| Strategic Financial Services, Inc, | 35,728 | $5.66M | 0.42% | −1,434−3.9% | Reduced |
| Contravisory Investment Management, Inc. | 35,659 | $5.65M | 1.52% | +1,033+3.0% | Added |
| Providence Capital Advisors, LLC | 35,647 | $5.64M | 1.56% | −20,383−36.4% | Reduced |
| Aristotle Capital Management, LLC | 35,566 | $5.63M | 0.01% | −7,398−17.2% | Reduced |
| Clarius Group, LLC | 35,560 | $5.63M | 0.45% | +1,069+3.1% | Added |
| NEIRG Wealth Management, LLC | 35,559 | $5.63M | 1.08% | +35,559 | New |
| Source Financial Advisors LLC | 35,521 | $5.63M | 1.52% | −1,276−3.5% | Reduced |
| Brick & Kyle, Associates | 35,444 | $5.61M | 2.62% | +1,092+3.2% | Added |
| Arrowstreet Capital, Limited Partnership | 35,391 | $5.60M | 0.01% | +35,391 | New |
| Connable Office Inc | 35,373 | $5.60M | 0.71% | −1,319−3.6% | Reduced |
| Legacy Financial Advisors, Inc. | 35,344 | $5.60M | 1.28% | +577+1.7% | Added |
| Grandfield & Dodd, LLC | 35,150 | $5.57M | 0.36% | +186+0.5% | Added |
| Chemistry Wealth Management LLC | 35,160 | $5.57M | 4.67% | +35,160 | New |
| Next Level Private LLC | 35,160 | $5.57M | 4.67% | +35,160 | New |
| Equitable Trust Co | 35,138 | $5.56M | 0.34% | +3,125+9.8% | Added |
| MidWestOne Financial Group, Inc. | 35,035 | $5.55M | 1.16% | −156−0.4% | Reduced |
| E&G Advisors, LP | 35,002 | $5.54M | 1.38% | −150−0.4% | Reduced |
| V Wealth Advisors LLC | 34,929 | $5.53M | 0.81% | −750−2.1% | Reduced |
| Affinity Investment Advisors, LLC | 34,822 | $5.51M | 2.21% | −287−0.8% | Reduced |
| Coerente Capital Management | 34,822 | $5.51M | 1.04% | −200−0.6% | Reduced |
| La Financiere de L'Echiquier | 34,700 | $5.50M | 0.19% | −7,300−17.4% | Reduced |
| Wealthspire Advisors, LLC | 34,702 | $5.50M | 0.12% | −6,194−15.1% | Reduced |
| Headinvest, LLC | 34,698 | $5.49M | 0.97% | +179+0.5% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 34,662 | $5.49M | 0.90% | +7,526+27.7% | Added |
| Schmidt P J Investment Management Inc | 36,870 | $5.48M | 1.09% | +259+0.7% | Added |
| Essex Investment Management Co LLC | 34,529 | $5.47M | 0.63% | −23−0.1% | Reduced |
| Chicago Trust Co NA | 34,531 | $5.47M | 1.09% | +1,262+3.8% | Added |
| IHT Wealth Management, LLC | 34,431 | $5.45M | 0.40% | +1,386+4.2% | Added |
| Forte Capital LLC | 34,330 | $5.44M | 0.69% | +1,134+3.4% | Added |
| Chou Associates Management Inc.SuperinvestorChou Associates | 34,275 | $5.43M | 3.76% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 34,251 | $5.42M | 0.32% | −31,715−48.1% | Reduced |
| Journey Advisory Group, LLC | 34,228 | $5.42M | 1.50% | +2,798+8.9% | Added |
| Dixon Hubard Feinour & Brown Inc | 34,018 | $5.39M | 0.52% | +27,121+393.2% | Added |
| Quadrant Capital Group LLC | 33,957 | $5.38M | 0.64% | +7,955+30.6% | Added |
| ACG Wealth | 33,908 | $5.37M | 0.76% | −4,771−12.3% | Reduced |
| Confluence Wealth Services, Inc. | 33,865 | $5.36M | 1.73% | +33,865 | New |
| Horan Capital Advisors, LLC. | 33,833 | $5.36M | 2.12% | +901+2.7% | Added |
| Ritholtz Wealth Management | 33,774 | $5.35M | 0.33% | +3,526+11.7% | Added |
| Opus Investment Management Inc | 33,750 | $5.34M | 0.76% | 00.0% | Unchanged |
| Blue Zone Wealth Advisors, LLC | 33,677 | $5.33M | 1.76% | +315+0.9% | Added |
| Symmetry Partners, LLC | 33,597 | $5.32M | 0.34% | −4,643−12.1% | Reduced |
| MRJ Capital Inc | 33,518 | $5.31M | 3.06% | −2,374−6.6% | Reduced |
| Thoroughbred Financial Services, LLC | 33,496 | $5.30M | 1.11% | +2,457+7.9% | Added |
| Family Legacy, Inc. | 31,583 | $5.29M | 2.16% | +617+2.0% | Added |
| Mitchell McLeod Pugh & Williams Inc | 33,378 | $5.29M | 1.75% | +477+1.4% | Added |
| Exencial Wealth Advisors, LLC | 33,346 | $5.28M | 0.26% | −8,344−20.0% | Reduced |
| NTV Asset Management LLC | 33,220 | $5.26M | 0.87% | −96−0.3% | Reduced |
| TrinityPoint Wealth, LLC | 33,196 | $5.26M | 0.93% | −311−0.9% | Reduced |
| Fusion Capital, LLC | 33,167 | $5.25M | 2.67% | +1,536+4.9% | Added |
| Monetary Management Group Inc | 33,114 | $5.24M | 1.30% | +1,075+3.4% | Added |
| GM Advisory Group, Inc. | 33,111 | $5.24M | 0.47% | +746+2.3% | Added |
| Pinnacle Bancorp, Inc. | 33,080 | $5.24M | 1.85% | +10,542+46.8% | Added |
| Kentucky Farm Bureau Mutual Insurance Co | 33,000 | $5.23M | 1.34% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 32,972 | $5.22M | 0.57% | −398−1.2% | Reduced |
| Brighton Jones LLC | 32,943 | $5.22M | 0.25% | +2,165+7.0% | Added |
| Meridian Management Co | 32,920 | $5.21M | 1.51% | +254+0.8% | Added |
| SPC Financial, Inc. | 32,873 | $5.21M | 0.58% | +231+0.7% | Added |
| Silvant Capital Management LLC | 32,866 | $5.20M | 0.89% | −1,714−5.0% | Reduced |
| Keebeck Wealth Management, LLC | 32,862 | $5.20M | 0.93% | +1,364+4.3% | Added |
| Westover Capital Advisors, LLC | 32,776 | $5.19M | 1.51% | −1,186−3.5% | Reduced |
| Sentry Investment Management LLC | 32,774 | $5.19M | 1.36% | 00.0% | Unchanged |
| BBR Partners, LLC | 32,709 | $5.18M | 0.61% | +743+2.3% | Added |
| TFG Advisers LLC | 32,627 | $5.17M | 2.25% | −412−1.2% | Reduced |
| Unison Asset Management LLC | 32,627 | $5.17M | 4.26% | 00.0% | Unchanged |
| Townsend Asset Management Corp | 32,583 | $5.16M | 2.46% | +519+1.6% | Added |
| Hamilton Point Investment Advisors, LLC | 32,565 | $5.16M | 1.23% | +1,197+3.8% | Added |
| Paradigm Financial Partners, LLC | 32,484 | $5.14M | 1.08% | +1,217+3.9% | Added |
| Regal Investment Advisors LLC | 32,479 | $5.14M | 0.46% | −1,881−5.5% | Reduced |
| Monarch Capital Management Inc | 32,436 | $5.14M | 1.32% | +471+1.5% | Added |
| Exchange Capital Management, Inc. | 32,260 | $5.11M | 0.93% | +52+0.2% | Added |
| Patten Group, Inc. | 32,221 | $5.10M | 1.35% | +512+1.6% | Added |
| Duff & Phelps Investment Management Co | 32,195 | $5.10M | 0.06% | +155+0.5% | Added |
| Robertson Stephens Wealth Management, LLC | 32,189 | $5.10M | 0.43% | +12,518+63.6% | Added |
| Bell & Brown Wealth Advisors, LLC | 32,440 | $5.09M | 2.46% | +1,263+4.1% | Added |