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 |
|---|---|---|---|---|---|
| Concorde Financial Corp | 30,559 | $5.08M | 3.20% | +30,559 | New |
| Delta Capital Management LLC | 32,045 | $5.07M | 2.84% | +40+0.1% | Added |
| First Personal Financial Services | 32,038 | $5.07M | 1.14% | +1,297+4.2% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 32,022 | $5.07M | 0.42% | +1,061+3.4% | Added |
| Bank Ozk | 31,946 | $5.06M | 2.06% | +45+0.1% | Added |
| Lincoln Capital LLC | 31,918 | $5.05M | 1.25% | −50.0% | Reduced |
| Laidlaw Wealth Management LLC | 31,870 | $5.05M | 0.81% | +3,691+13.1% | Added |
| Strategic Wealth Partners, Ltd. | 31,818 | $5.04M | 0.95% | +1,987+6.7% | Added |
| First Interstate Bank | 31,805 | $5.04M | 0.49% | +34+0.1% | Added |
| Ahl Investment Management, Inc. | 31,805 | $5.04M | 4.60% | +31,805 | New |
| Principal Street Partners, LLC | 31,794 | $5.04M | 1.21% | −481−1.5% | Reduced |
| Brandywine Oak Private Wealth LLC | 31,534 | $5.03M | 0.55% | −1,131−3.5% | Reduced |
| Triangle Securities Wealth Management | 31,772 | $5.03M | 1.57% | −255−0.8% | Reduced |
| Trustmark National Bank Trust Department | 31,749 | $5.03M | 0.38% | +1,999+6.7% | Added |
| J.W. Cole Advisors, Inc. | 31,708 | $5.02M | 0.33% | +175+0.6% | Added |
| Andesa Financial Management Inc. | 31,691 | $5.02M | 2.47% | +608+2.0% | Added |
| Aureus Asset Management, LLC | 31,690 | $5.02M | 0.31% | +614+2.0% | Added |
| Wasatch Advisors Inc | 31,657 | $5.01M | 0.02% | +500+1.6% | Added |
| West Branch Capital LLC | 31,612 | $5.01M | 2.13% | +1,038+3.4% | Added |
| Rocky Mountain Advisers, LLC | 31,484 | $4.99M | 5.66% | +40.0% | Added |
| Pegasus Asset Management, Inc. | 31,461 | $4.98M | 2.04% | +473+1.5% | Added |
| Citizens & Northern Corp | 31,410 | $4.97M | 1.78% | −407−1.3% | Reduced |
| McBroom & Associates, LLC | 31,397 | $4.97M | 3.74% | +31,397 | New |
| Sunbelt Securities, Inc. | 31,860 | $4.97M | 0.81% | −3,177−9.1% | Reduced |
| Kavar Capital Partners Group, LLC | 31,325 | $4.96M | 1.03% | +1,083+3.6% | Added |
| Horizon Investments, LLC | 31,508 | $4.96M | 0.15% | +2,432+8.4% | Added |
| Mountain Pacific Investment Advisers Inc | 31,265 | $4.95M | 0.29% | −95−0.3% | Reduced |
| Mendel Money Management | 31,261 | $4.95M | 2.85% | −338−1.1% | Reduced |
| Addison Capital Co | 31,256 | $4.95M | 2.22% | +1,551+5.2% | Added |
| Bill Few Associates, Inc. | 31,252 | $4.95M | 2.56% | +31,252 | New |
| Western Wealth Management, LLC | 31,158 | $4.94M | 0.49% | +31,158 | New |
| Lauterbach Financial Advisors, LLC | 31,180 | $4.94M | 4.36% | +31,180 | New |
| Bedel Financial Consulting, Inc. | 31,132 | $4.93M | 1.53% | −3,340−9.7% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 31,136 | $4.93M | 1.48% | +538+1.8% | Added |
| Trustcore Financial Services, LLC | 31,133 | $4.93M | 0.56% | +639+2.1% | Added |
| Horizon Investment Services, LLC | 31,125 | $4.93M | 2.26% | +444+1.4% | Added |
| Salem Capital Management Inc | 31,080 | $4.92M | 2.55% | −258−0.8% | Reduced |
| Capital Insight Partners, LLC | 31,046 | $4.92M | 1.00% | +425+1.4% | Added |
| Jackson Square Capital, LLC | 30,817 | $4.88M | 1.40% | −117−0.4% | Reduced |
| Wealth Effects LLC | 30,780 | $4.87M | 2.02% | +30,780 | New |
| Smithfield Trust Co | 30,672 | $4.86M | 0.30% | −1,011−3.2% | Reduced |
| Country Club Trust Company, n.a. | 30,657 | $4.86M | 0.38% | −61−0.2% | Reduced |
| First Nebraska Trust Co | 30,656 | $4.85M | 0.58% | −604−1.9% | Reduced |
| TRUE Private Wealth Advisors | 30,656 | $4.85M | 0.69% | +726+2.4% | Added |
| Castleview Partners, LLC | 766,449 | $4.84M | 0.04% | +766,449 | New |
| ARGI Investment Services, LLC | 30,545 | $4.84M | 0.14% | +1,319+4.5% | Added |
| SOL Capital Management CO | 30,492 | $4.83M | 0.87% | −170−0.6% | Reduced |
| Triasima Portfolio Management inc. | 30,475 | $4.83M | 0.23% | +330+1.1% | Added |
| Baker Tilly Wealth Management, LLC | 30,459 | $4.82M | 0.52% | +2,136+7.5% | Added |
| Good Life Advisors, LLC | 30,449 | $4.82M | 0.59% | −140−0.5% | Reduced |
| Investors Asset Management of Georgia Inc | 30,430 | $4.82M | 2.30% | −40−0.1% | Reduced |
| Essex LLC | 30,433 | $4.82M | 1.29% | +1,006+3.4% | Added |
| Meristem Family Wealth, LLC | 30,384 | $4.81M | 0.41% | +122+0.4% | Added |
| Marcum Wealth, LLC | 30,375 | $4.81M | 0.67% | +745+2.5% | Added |
| SRN Advisors, LLC | 30,357 | $4.81M | 1.73% | −1,103−3.5% | Reduced |
| Canal Capital Management, LLC | 30,312 | $4.80M | 1.16% | +2,445+8.8% | Added |
| Walled Lake Planning & Wealth Management, LLC | 30,298 | $4.80M | 2.78% | +5,575+22.5% | Added |
| Reliant Investment Management, LLC | 30,285 | $4.80M | 1.97% | +980+3.3% | Added |
| MTM Investment Management, LLC | 30,267 | $4.79M | 2.28% | +503+1.7% | Added |
| Audent Global Asset Management, LLC | 30,104 | $4.77M | 2.00% | +30,104 | New |
| 55I, LLC | 30,081 | $4.76M | 0.12% | +1,888+6.7% | Added |
| Strategic Wealth Designers | 30,063 | $4.76M | 1.24% | +4,847+19.2% | Added |
| Zuckerman Investment Group, LLC | 30,042 | $4.76M | 0.74% | +340+1.1% | Added |
| Cna Financial Corp | 30,000 | $4.75M | 1.24% | −2,500−7.7% | Reduced |
| Allen Holding Inc | 30,000 | $4.75M | 0.64% | 00.0% | Unchanged |
| Bleichroeder LP | 30,000 | $4.75M | 0.74% | 00.0% | Unchanged |
| Ally Financial Inc. | 30,000 | $4.75M | 0.43% | +30,000 | New |
| Monetta Financial Services Inc | 30,000 | $4.75M | 3.67% | 00.0% | Unchanged |
| CSS LLC | 30,000 | $4.75M | 0.21% | +30,000 | New |
| Sheets Smith Wealth Management | 29,905 | $4.74M | 0.59% | +147+0.5% | Added |
| Lakeview Capital Partners, LLC | 29,805 | $4.72M | 2.76% | −628−2.1% | Reduced |
| Bessemer Securities LLC | 29,781 | $4.72M | 1.28% | +4,847+19.4% | Added |
| Amarillo National Bank | 29,774 | $4.71M | 0.92% | +32+0.1% | Added |
| Congress Park Capital LLC | 29,753 | $4.71M | 2.32% | −114−0.4% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 29,700 | $4.70M | 1.44% | 00.0% | Unchanged |
| Banco de Sabadell, S.A | 29,621 | $4.69M | 2.63% | +9,800+49.4% | Added |
| Comerica Securities,inc. | 29,530 | $4.68M | 0.30% | +709+2.5% | Added |
| Kore Private Wealth LLC | 29,524 | $4.67M | 0.57% | −5,595−15.9% | Reduced |
| Carderock Capital Management Inc | 29,495 | $4.67M | 1.12% | +2,760+10.3% | Added |
| Violich Capital Management, Inc. | 29,453 | $4.66M | 0.67% | +430+1.5% | Added |
| NewSquare Capital LLC | 29,423 | $4.66M | 0.49% | +2,840+10.7% | Added |
| Enterprise Bank & Trust Co | 29,388 | $4.65M | 1.63% | +124+0.4% | Added |
| Rosenblum Silverman Sutton S F Inc | 29,369 | $4.65M | 1.05% | −260−0.9% | Reduced |
| Charles Schwab Trust Co | 29,354 | $4.65M | 0.75% | +1,298+4.6% | Added |
| Procyon Private Wealth Partners, LLC | 29,259 | $4.63M | 0.99% | +2,404+9.0% | Added |
| High Pines Wealth Management, LLC | 29,193 | $4.62M | 3.22% | −1,860−6.0% | Reduced |
| Leuthold Group, LLC | 29,093 | $4.61M | 0.54% | −520−1.8% | Reduced |
| Trustco Bank Corp N Y | 29,095 | $4.61M | 4.03% | −250−0.9% | Reduced |
| Lafayette Investments, Inc. | 29,070 | $4.60M | 1.15% | +103+0.4% | Added |
| Shelter Mutual Insurance Co | 29,000 | $4.59M | 1.19% | 00.0% | Unchanged |
| Highlander Partners, L.P. | 29,000 | $4.59M | 5.60% | +29,000 | New |
| Morgan Jess S & Co Inc | 28,972 | $4.59M | 2.82% | +255+0.9% | Added |
| Trust Asset Management LLC | 28,942 | $4.58M | 0.57% | 00.0% | Unchanged |
| Secure Asset Management, LLC | 28,813 | $4.56M | 1.85% | +8,770+43.8% | Added |
| RBA Wealth Management, LLC | 28,665 | $4.54M | 2.14% | +28,665 | New |
| NorthRock Partners, LLC | 28,645 | $4.54M | 0.34% | +2,727+10.5% | Added |
| Brookmont Capital Management | 28,615 | $4.53M | 2.40% | −1,262−4.2% | Reduced |
| Strategic Blueprint, LLC | 28,610 | $4.53M | 0.57% | +8,987+45.8% | Added |
| Andrew Hill Investment Advisors, Inc. | 28,608 | $4.53M | 4.23% | +28,608 | New |
| Weil Company, Inc. | 28,562 | $4.52M | 2.11% | −3,063−9.7% | Reduced |