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 |
|---|---|---|---|---|---|
| Founders Capital Management | 25,566 | $4.05M | 2.60% | −686−2.6% | Reduced |
| Proequities, Inc. | 25,532 | $4.04M | 0.23% | −1,488−5.5% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 25,528 | $4.04M | 1.78% | +598+2.4% | Added |
| Nwam LLC | 25,447 | $4.03M | 0.32% | +1,847+7.8% | Added |
| Burney Co | 25,416 | $4.03M | 0.17% | −279−1.1% | Reduced |
| Resonant Capital Advisors, LLC | 25,419 | $4.03M | 0.61% | +1,697+7.2% | Added |
| MBB Public Markets I LLC | 25,373 | $4.02M | 0.08% | +25,373 | New |
| Magnetar Financial LLC | 25,367 | $4.02M | 0.04% | +25,367 | New |
| StrategIQ Financial Group, LLC | 25,354 | $4.01M | 0.40% | +8,394+49.5% | Added |
| Anchor Investment Management, LLC | 25,353 | $4.01M | 0.50% | +1,884+8.0% | Added |
| Magnus Financial Group LLC | 25,332 | $4.01M | 0.76% | +2,441+10.7% | Added |
| Mayflower Financial Advisors, LLC | 25,321 | $4.01M | 0.53% | +42+0.2% | Added |
| Duality Advisers, LP | 25,323 | $4.01M | 0.43% | +25,323 | New |
| Bank Hapoalim BM | 25,200 | $3.99M | 0.40% | −2,218−8.1% | Reduced |
| Arkadios Wealth Advisors | 25,178 | $3.99M | 0.53% | +2,044+8.8% | Added |
| Papp L Roy & Associates | 25,136 | $3.98M | 0.46% | +60.0% | Added |
| Lee Danner & Bass Inc | 25,035 | $3.96M | 0.34% | +1,545+6.6% | Added |
| St. Louis Trust Co | 25,007 | $3.96M | 0.84% | +7,297+41.2% | Added |
| Summit Financial, LLC | 24,967 | $3.95M | 0.30% | +5,190+26.2% | Added |
| Creegan & Nassoura Financial Group, LLC | 24,954 | $3.95M | 2.99% | −49−0.2% | Reduced |
| Fairhaven Wealth Management, LLC | 24,936 | $3.95M | 1.54% | +191+0.8% | Added |
| MV Capital Management, Inc. | 24,911 | $3.94M | 0.57% | +1,448+6.2% | Added |
| Malaga Cove Capital, LLC | 24,872 | $3.94M | 1.55% | −79−0.3% | Reduced |
| Boston Research & Management Inc | 24,858 | $3.94M | 1.07% | +15+0.1% | Added |
| Vident Investment Advisory, LLC | 24,848 | $3.94M | 0.10% | +4,591+22.7% | Added |
| Mechanics Financial Corp | 24,800 | $3.93M | 1.86% | +24,800 | New |
| Aspiriant, LLC | 24,719 | $3.92M | 0.21% | +722+3.0% | Added |
| Minot Wealth Management LLC | 24,724 | $3.92M | 0.75% | +4,457+22.0% | Added |
| Grove Bank & Trust | 24,683 | $3.91M | 0.75% | +1,258+5.4% | Added |
| S&CO Inc | 24,655 | $3.90M | 0.28% | +1,000+4.2% | Added |
| Winch Advisory Services, LLC | 24,628 | $3.90M | 1.29% | +110+0.4% | Added |
| Balentine LLC | 24,496 | $3.88M | 0.14% | +4,791+24.3% | Added |
| Udine Wealth Management, Inc. | 24,379 | $3.86M | 3.98% | +24,379 | New |
| Platte River Wealth Advisors, LLC | 22,954 | $3.85M | 1.32% | +284+1.3% | Added |
| Enterprise Financial Services Corp | 24,234 | $3.84M | 0.59% | −27,369−53.0% | Reduced |
| Cary Street Partner Investment Advisory LLC | 24,206 | $3.83M | 1.06% | +4,096+20.4% | Added |
| Valmark Advisers, Inc. | 24,190 | $3.83M | 0.07% | +1,701+7.6% | Added |
| Harbor Advisors LLC | 24,148 | $3.82M | 0.71% | 00.0% | Unchanged |
| Terril Brothers, Inc. | 24,135 | $3.82M | 0.84% | −381−1.6% | Reduced |
| Roanoke Asset Management Corp | 24,068 | $3.81M | 1.26% | −164−0.7% | Reduced |
| Bank of Stockton | 24,059 | $3.81M | 1.12% | −40.0% | Reduced |
| WD Rutherford LLC | 24,055 | $3.81M | 1.93% | −270−1.1% | Reduced |
| Lindbrook Capital, LLC | 24,018 | $3.80M | 0.58% | +18,561+340.1% | Added |
| X-Square Capital, LLC | 24,009 | $3.80M | 1.91% | −1,316−5.2% | Reduced |
| HCR Wealth Advisors | 23,963 | $3.79M | 0.59% | −156−0.6% | Reduced |
| Independent Financial Group, LLC | 23,890 | $3.78M | 0.31% | +1,183+5.2% | Added |
| Marietta Investment Partners LLC | 23,881 | $3.78M | 0.80% | +250+1.1% | Added |
| Gradient Capital Advisors, LLC | 23,850 | $3.78M | 1.57% | +516+2.2% | Added |
| AllGen Financial Advisors, Inc. | 23,803 | $3.77M | 2.79% | +1,719+7.8% | Added |
| SlateStone Wealth, LLC | 23,755 | $3.76M | 0.80% | +701+3.0% | Added |
| Mission Wealth Management, LP | 23,760 | $3.76M | 0.17% | +5,266+28.5% | Added |
| Platform Technology Partners | 23,736 | $3.76M | 1.65% | +226+1.0% | Added |
| Gables Capital Management Inc. | 23,726 | $3.76M | 2.24% | −100−0.4% | Reduced |
| Blume Capital Management, Inc. | 23,713 | $3.75M | 1.24% | −406−1.7% | Reduced |
| Peddock Capital Advisors, LLC | 23,660 | $3.75M | 1.24% | +114+0.5% | Added |
| Hudson Value Partners, LLC | 23,538 | $3.73M | 1.81% | −705−2.9% | Reduced |
| J. W. Coons Advisors, LLC | 23,417 | $3.71M | 1.12% | −1,691−6.7% | Reduced |
| Evermay Wealth Management LLC | 23,447 | $3.71M | 0.66% | −138−0.6% | Reduced |
| Roberts Wealth Advisors, LLC | 22,944 | $3.71M | 1.34% | −520−2.2% | Reduced |
| Sutton Wealth Advisors Inc. | 23,399 | $3.71M | 1.24% | +826+3.7% | Added |
| Aspen Investment Management Inc | 23,337 | $3.69M | 1.82% | +89+0.4% | Added |
| Van Eck Associates Corp | 23,228 | $3.68M | 0.01% | −3,367−12.7% | Reduced |
| West Oak Capital, LLC | 23,212 | $3.68M | 1.35% | −1,245−5.1% | Reduced |
| RDA Financial Network | 23,181 | $3.67M | 1.50% | −211−0.9% | Reduced |
| Newman Dignan & Sheerar, Inc. | 23,184 | $3.67M | 1.11% | +210+0.9% | Added |
| TrimTabs Asset Management, LLC | 23,173 | $3.67M | 1.80% | −2,701−10.4% | Reduced |
| FLC Capital Advisors | 23,173 | $3.67M | 1.02% | −300−1.3% | Reduced |
| Nichols & Pratt Advisers LLP | 23,143 | $3.66M | 0.25% | +50+0.2% | Added |
| Spirit of America Management Corp | 23,142 | $3.66M | 0.74% | 00.0% | Unchanged |
| Nicolet Bankshares Inc | 23,143 | $3.66M | 0.81% | +1,348+6.2% | Added |
| First Commonwealth Financial Corp | 23,127 | $3.66M | 1.18% | −112−0.5% | Reduced |
| FourThought Financial, LLC | 23,118 | $3.66M | 0.46% | −1,196−4.9% | Reduced |
| Csenge Advisory Group | 23,291 | $3.66M | 0.33% | −956−3.9% | Reduced |
| SOA Wealth Advisors, LLC. | 23,074 | $3.66M | 0.89% | −123−0.5% | Reduced |
| Indiana Trust & Investment Management CO | 23,080 | $3.65M | 1.69% | −375−1.6% | Reduced |
| Canton Hathaway, LLC | 23,054 | $3.65M | 0.99% | +664+3.0% | Added |
| McKinley Carter Wealth Services, Inc. | 23,040 | $3.65M | 0.27% | +585+2.6% | Added |
| Kovack Advisors, Inc. | 23,002 | $3.64M | 0.35% | −1,096−4.5% | Reduced |
| Union Heritage Capital, LLC | 23,000 | $3.64M | 1.71% | 00.0% | Unchanged |
| Wealthsource Partners, LLC | 22,965 | $3.64M | 0.29% | +773+3.5% | Added |
| Argus Investors' Counsel, Inc. | 22,959 | $3.63M | 2.19% | +6,954+43.4% | Added |
| NCM Capital Management, LLC | 22,928 | $3.63M | 3.22% | +22,928 | New |
| UBP Investment Advisors SA | 22,896 | $3.63M | 1.32% | +2,532+12.4% | Added |
| Rehmann Capital Advisory Group | 22,921 | $3.63M | 0.34% | −128−0.6% | Reduced |
| Connolly Sarah T. | 22,894 | $3.63M | 2.02% | +7,231+46.2% | Added |
| Harbor Advisory Corp | 22,848 | $3.62M | 1.47% | +200+0.9% | Added |
| Almanack Investment Partners, LLC. | 22,773 | $3.61M | 0.29% | +1,070+4.9% | Added |
| Butensky & Cohen Financial Security, Inc | 22,761 | $3.60M | 1.29% | −227−1.0% | Reduced |
| OPSEU Pension Plan Trust Fund | 21,695 | $3.60M | 0.82% | +1,476+7.3% | Added |
| Scissortail Wealth Management, LLC | 22,677 | $3.59M | 1.38% | +22,677 | New |
| Blue Fin Capital, Inc. | 22,677 | $3.59M | 0.99% | +139+0.6% | Added |
| Liberty Capital Management, Inc. | 22,667 | $3.59M | 0.97% | −805−3.4% | Reduced |
| Balasa Dinverno & Foltz LLC | 22,648 | $3.59M | 0.23% | −484−2.1% | Reduced |
| Compton Wealth Advisory Group, LLC | 22,634 | $3.58M | 1.54% | +367+1.6% | Added |
| Evoke Wealth, LLC | 22,603 | $3.58M | 0.11% | +724+3.3% | Added |
| Piscataqua Savings Bank | 22,555 | $3.57M | 2.81% | −66−0.3% | Reduced |
| Norway Savings Bank | 22,534 | $3.57M | 1.56% | −352−1.5% | Reduced |
| Peachtree Investment Partners, LLC | 22,519 | $3.57M | 1.50% | +2,842+14.4% | Added |
| Cary Street Partners Asset Management LLC | 22,473 | $3.56M | 0.76% | −1,854−7.6% | Reduced |
| Sabadell Asset Management, S.A S.G.I.I.C | 21,086 | $3.55M | 0.57% | +1,798+9.3% | Added |