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 |
|---|---|---|---|---|---|
| Lombard Odier Asset Management (Switzerland) SA | 28,548 | $4.52M | 0.29% | +1,317+4.8% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 28,503 | $4.51M | 0.12% | +36+0.1% | Added |
| Account Management LLC | 28,477 | $4.51M | 3.89% | +28,477 | New |
| Advisor Resource Council | 28,411 | $4.50M | 0.35% | +15,922+127.5% | Added |
| CAPROCK Group, Inc. | 28,405 | $4.50M | 0.37% | −2,691−8.7% | Reduced |
| Old Port Advisors | 27,168 | $4.50M | 1.52% | −397−1.4% | Reduced |
| Flagship Harbor Advisors, LLC | 28,364 | $4.49M | 0.43% | +3,134+12.4% | Added |
| Tokio Marine Asset Management Co Ltd | 28,322 | $4.49M | 0.35% | +1,575+5.9% | Added |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 28,320 | $4.48M | 3.07% | −8,680−23.5% | Reduced |
| Nikulski Financial, Inc. | 28,181 | $4.46M | 1.87% | +379+1.4% | Added |
| Ameritas Advisory Services, LLC | 28,181 | $4.46M | 0.16% | +28,181 | New |
| SeaBridge Investment Advisors LLC | 28,165 | $4.46M | 1.43% | −3,066−9.8% | Reduced |
| Seven Eight Capital, LP | 28,167 | $4.46M | 0.80% | +28,167 | New |
| Capital Investment Advisory Services, LLC | 28,095 | $4.45M | 0.53% | +795+2.9% | Added |
| JT Stratford LLC | 28,083 | $4.45M | 1.22% | +539+2.0% | Added |
| Hixon Zuercher, LLC | 28,014 | $4.44M | 2.23% | +1,220+4.6% | Added |
| Avidian Wealth Solutions, LLC | 27,926 | $4.42M | 0.28% | +4,837+20.9% | Added |
| Act Two Investors LLC | 27,851 | $4.41M | 3.48% | −61−0.2% | Reduced |
| Allen Capital Group, LLC | 27,840 | $4.41M | 0.62% | −256−0.9% | Reduced |
| Pitcairn Co | 27,830 | $4.41M | 0.28% | −488−1.7% | Reduced |
| Tiemann Investment Advisors, LLC | 27,820 | $4.41M | 1.86% | −39−0.1% | Reduced |
| GDS Wealth Management | 27,809 | $4.40M | 0.99% | +27,809 | New |
| Hudock, Inc. | 27,810 | $4.40M | 1.24% | −306−1.1% | Reduced |
| Zurich Insurance Group Ltd | 27,800 | $4.40M | 0.05% | 00.0% | Unchanged |
| United Bank | 27,744 | $4.39M | 2.36% | +666+2.5% | Added |
| Baader Bank INC | 27,725 | $4.39M | 0.35% | +27,725 | New |
| RFG Advisory, LLC | 27,709 | $4.39M | 0.30% | +1,292+4.9% | Added |
| NEXT Financial Group, Inc | 27,555 | $4.36M | 0.29% | +298+1.1% | Added |
| Orion Portfolio Solutions, LLC | 27,555 | $4.36M | 0.15% | +2,202+8.7% | Added |
| LSV Asset Management | 27,500 | $4.36M | 0.01% | −35,660−56.5% | Reduced |
| Barings LLC | 27,498 | $4.35M | 0.11% | +2,652+10.7% | Added |
| Enhancing Capital LLC | 27,490 | $4.35M | 4.73% | +27,490 | New |
| Hayek Kallen Investment Management | 27,481 | $4.35M | 1.55% | +4,345+18.8% | Added |
| tru Independence LLC | 27,403 | $4.34M | 1.18% | −271−1.0% | Reduced |
| Ascent Group, LLC | 29,891 | $4.34M | 0.55% | +29,891 | New |
| Hilltop Holdings Inc. | 27,305 | $4.32M | 0.45% | +2,372+9.5% | Added |
| Citizens National Bank Trust Department | 27,278 | $4.32M | 1.64% | −20,165−42.5% | Reduced |
| Goodwin Daniel L | 27,232 | $4.31M | 1.89% | −320−1.2% | Reduced |
| American National Registered Investment Advisor, Inc. | 27,225 | $4.31M | 1.42% | −40.0% | Reduced |
| Allworth Financial LP | 27,141 | $4.30M | 0.06% | +1,524+5.9% | Added |
| Eisler Capital (UK) Ltd. | 27,143 | $4.30M | 0.57% | +14,160+109.1% | Added |
| 9258 Wealth Management, LLC | 27,104 | $4.29M | 0.98% | +1,299+5.0% | Added |
| Altfest L J & Co Inc | 27,093 | $4.29M | 0.82% | −89−0.3% | Reduced |
| Atlas Brown,Inc. | 27,074 | $4.29M | 1.66% | +404+1.5% | Added |
| Aj Wealth Strategies, LLC | 27,054 | $4.28M | 0.20% | −37,914−58.4% | Reduced |
| Moloney Securities Asset Management, LLC | 27,032 | $4.28M | 0.73% | −664−2.4% | Reduced |
| Hall Capital Management Co Inc | 27,009 | $4.28M | 2.42% | −728−2.6% | Reduced |
| Two Sigma Securities, LLC | 26,989 | $4.27M | 0.83% | +24,593+1,026.4% | Added |
| Glen Eagle Advisors, LLC | 26,915 | $4.26M | 1.11% | +1,957+7.8% | Added |
| ProVise Management Group, LLC | 26,879 | $4.26M | 0.39% | +113+0.4% | Added |
| apricus wealth, LLC | 26,864 | $4.25M | 3.80% | +26,864 | New |
| GSB Wealth Management, LLC | 26,819 | $4.25M | 1.22% | +3,682+15.9% | Added |
| Zevenbergen Capital Investments LLC | 26,773 | $4.24M | 0.09% | +2,025+8.2% | Added |
| Sterling Investment Advisors, Ltd. | 26,566 | $4.21M | 1.18% | −70−0.3% | Reduced |
| Herold Advisors, Inc. | 26,568 | $4.21M | 1.63% | +303+1.2% | Added |
| Americana Partners, LLC | 26,467 | $4.19M | 0.76% | −174−0.7% | Reduced |
| Signet Investment Advisory Group, Inc. | 26,459 | $4.19M | 2.38% | +462+1.8% | Added |
| Shoker Investment Counsel, Inc. | 26,443 | $4.19M | 1.92% | +63+0.2% | Added |
| SkyOak Wealth, LLC | 26,431 | $4.18M | 1.06% | +45+0.2% | Added |
| Options Solutions, LLC | 26,422 | $4.18M | 3.80% | +26,422 | New |
| Eagle Capital Management, LLC | 26,414 | $4.18M | 1.10% | +855+3.3% | Added |
| Mathes Company, Inc. | 26,373 | $4.18M | 1.44% | −605−2.2% | Reduced |
| Jaffetilchin Investment Partners, LLC | 26,364 | $4.17M | 0.39% | +1,056+4.2% | Added |
| Independence Bank of Kentucky | 26,255 | $4.16M | 1.70% | −332−1.2% | Reduced |
| Laffer Tengler Investments | 26,194 | $4.15M | 1.20% | +274+1.1% | Added |
| Johanson Financial Advisors, Inc. | 26,189 | $4.15M | 1.27% | −430−1.6% | Reduced |
| Capital Planning Advisors, LLC | 26,169 | $4.14M | 0.79% | +809+3.2% | Added |
| Atlantic Trust, LLC | 26,144 | $4.14M | 2.44% | +118+0.5% | Added |
| High Note Wealth, LLC | 26,109 | $4.13M | 1.39% | +448+1.7% | Added |
| Scott & Selber, Inc. | 26,108 | $4.13M | 1.47% | −28−0.1% | Reduced |
| Central Asset Investments & Management Holdings (HK) Ltd | 26,106 | $4.13M | 2.86% | −7,300−21.9% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 26,070 | $4.13M | 0.04% | −1,065−3.9% | Reduced |
| Cordatus Wealth Management LLC | 26,045 | $4.12M | 1.21% | +4,577+21.3% | Added |
| Tiedemann Advisors, LLC | 26,037 | $4.12M | 0.20% | −10.0% | Reduced |
| Marino, Stram & Associates LLC | 26,019 | $4.12M | 1.26% | +335+1.3% | Added |
| Eos Management, L.P. | 26,000 | $4.12M | 2.42% | 00.0% | Unchanged |
| BFSG, LLC | 25,998 | $4.12M | 0.57% | +1,798+7.4% | Added |
| Brightworth | 26,000 | $4.12M | 0.38% | +4,755+22.4% | Added |
| Peterson Wealth Services | 25,960 | $4.11M | 2.73% | +25,960 | New |
| Hengehold Capital Management LLC | 25,941 | $4.11M | 0.51% | −169−0.6% | Reduced |
| Parisi Gray Wealth Management | 25,939 | $4.11M | 1.54% | +128+0.5% | Added |
| Claro Advisors LLC | 25,914 | $4.10M | 1.48% | +757+3.0% | Added |
| Metis Global Partners, LLC | 25,882 | $4.10M | 1.14% | +25,882 | New |
| Pekin Hardy Strauss, Inc. | 25,878 | $4.10M | 0.56% | +899+3.6% | Added |
| Pathstone Family Office, LLC | 25,858 | $4.10M | 0.10% | +1,368+5.6% | Added |
| Canvas Wealth Advisors, LLC | 25,864 | $4.10M | 1.47% | +101+0.4% | Added |
| IMA Wealth, Inc. | 25,856 | $4.09M | 0.90% | +1,008+4.1% | Added |
| JB Capital LLC | 25,835 | $4.09M | 0.41% | −2,446−8.6% | Reduced |
| Arlington Financial Advisors, LLC | 25,830 | $4.09M | 1.39% | −685−2.6% | Reduced |
| First Business Financial Services, Inc. | 25,810 | $4.09M | 0.43% | +588+2.3% | Added |
| PDS Planning, Inc | 25,794 | $4.08M | 0.78% | −130−0.5% | Reduced |
| Chesapeake Wealth Management | 25,739 | $4.08M | 1.37% | +18+0.1% | Added |
| Mount Vernon Associates Inc | 25,732 | $4.08M | 3.53% | −175−0.7% | Reduced |
| Nicollet Investment Management, Inc. | 25,719 | $4.07M | 1.64% | −510−1.9% | Reduced |
| Am Investment Strategies LLC | 25,722 | $4.07M | 0.98% | +162+0.6% | Added |
| Coastal Bridge Advisors, LLC | 25,701 | $4.07M | 0.85% | +2,098+8.9% | Added |
| Curbstone Financial Management Corp | 25,698 | $4.07M | 0.72% | +542+2.2% | Added |
| Y-Intercept (Hong Kong) Ltd | 25,684 | $4.07M | 0.97% | −1,169−4.4% | Reduced |
| Financial Advisory Partners, LLC | 25,631 | $4.06M | 1.48% | +25,631 | New |
| Capital Asset Advisory Services LLC | 25,613 | $4.06M | 0.43% | −677−2.6% | Reduced |