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 |
|---|---|---|---|---|---|
| Columbia Trust Co 01012016 | 21,622 | $3.54M | 1.87% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 22,334 | $3.54M | 0.35% | +362+1.6% | Added |
| Founders Financial Alliance, LLC | 22,318 | $3.53M | 1.42% | +526+2.4% | Added |
| Wunderlich Capital Managemnt | 22,265 | $3.53M | 1.57% | −221−1.0% | Reduced |
| Dynamic Technology Lab Private Ltd | 22,265 | $3.53M | 0.39% | +22,265 | New |
| Mystic Asset Management, Inc. | 22,246 | $3.52M | 1.66% | +22,246 | New |
| Pavion Blue Capital, LLC | 22,211 | $3.52M | 2.04% | −76−0.3% | Reduced |
| Heritage Way Advisors, LLC | 22,211 | $3.52M | 1.32% | −223−1.0% | Reduced |
| International Assets Investment Management, LLC | 22,176 | $3.51M | 0.61% | −35,910−61.8% | Reduced |
| Claraphi Advisory Network, LLC | 22,155 | $3.51M | 1.22% | −168−0.8% | Reduced |
| Beaton Management Co. Inc. | 22,109 | $3.50M | 2.09% | −169−0.8% | Reduced |
| Boston Financial Mangement LLC | 22,037 | $3.49M | 0.13% | +314+1.4% | Added |
| Leisure Capital Management | 22,035 | $3.49M | 1.61% | +120+0.5% | Added |
| VeraBank, N.A. | 22,003 | $3.48M | 1.76% | +560+2.6% | Added |
| Sage Mountain Advisors LLC | 21,995 | $3.48M | 0.42% | +2,415+12.3% | Added |
| Investment Partners, Ltd. | 21,970 | $3.48M | 1.42% | +729+3.4% | Added |
| Wealthcare Advisory Partners LLC | 21,945 | $3.48M | 0.21% | −1,007−4.4% | Reduced |
| Armor Investment Advisors, LLC | 21,940 | $3.47M | 1.96% | +211+1.0% | Added |
| First United Bank Trust | 21,875 | $3.46M | 1.28% | −185−0.8% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 21,840 | $3.46M | 2.26% | +110+0.5% | Added |
| Investment Research & Advisory Group, Inc. | 21,815 | $3.45M | 2.13% | −752−3.3% | Reduced |
| SWS Partners | 21,814 | $3.45M | 1.96% | +4,082+23.0% | Added |
| Winton Group Ltd | 21,810 | $3.45M | 0.21% | +18,120+491.1% | Added |
| Atlas Private Wealth Management | 21,803 | $3.45M | 1.92% | +2,589+13.5% | Added |
| C2C Wealth Management, LLC | 21,759 | $3.44M | 0.49% | +21,759 | New |
| Essex Savings Bank | 21,746 | $3.44M | 1.17% | −19−0.1% | Reduced |
| Stone Point Wealth LLC | 21,697 | $3.44M | 2.79% | +21,697 | New |
| Pacifica Partners Inc. | 20,610 | $3.44M | 2.25% | −20−0.1% | Reduced |
| Winning Points Advisors, LLC | 30,685 | $3.43M | 2.50% | +1,045+3.5% | Added |
| Affinity Wealth Management LLC | 22,847 | $3.43M | 0.71% | +1,596+7.5% | Added |
| Braun-Bostich & Associates Inc. | 22,847 | $3.43M | 0.82% | +22,847 | New |
| Northcape Wealth Management, LLC | 21,618 | $3.42M | 1.15% | +21,618 | New |
| Great Diamond Partners, LLC | 21,609 | $3.42M | 0.88% | +526+2.5% | Added |
| Arete Wealth Advisors, LLC | 21,176 | $3.42M | 0.29% | +2,006+10.5% | Added |
| Doliver Advisors, LP | 22,314 | $3.40M | 1.08% | +2,526+12.8% | Added |
| Poehling Capital Management, LLC | 21,482 | $3.40M | 1.10% | −202−0.9% | Reduced |
| Court Place Advisors, LLC | 21,486 | $3.40M | 0.94% | 00.0% | Unchanged |
| Alaethes Wealth LLC | 21,484 | $3.40M | 2.14% | +1,628+8.2% | Added |
| WC Walker & Associates, Inc. | 21,502 | $3.40M | 1.68% | +470+2.2% | Added |
| Pegasus Partners Ltd. | 21,376 | $3.38M | 0.59% | −7,769−26.7% | Reduced |
| Phoenix Wealth Advisors | 21,334 | $3.38M | 2.55% | +1,208+6.0% | Added |
| Northstar Asset Management LLC | 21,258 | $3.37M | 0.79% | +200+0.9% | Added |
| Asio Capital, LLC | 21,258 | $3.37M | 1.05% | +1,108+5.5% | Added |
| Lederer & Associates Investment Counsel | 21,206 | $3.36M | 1.95% | +36+0.2% | Added |
| Cobblestone Capital Advisors LLC | 21,172 | $3.35M | 0.22% | −165−0.8% | Reduced |
| Little House Capital LLC | 21,138 | $3.35M | 1.77% | +24+0.1% | Added |
| Exane Derivatives | 21,118 | $3.34M | 0.81% | +2,517+13.5% | Added |
| CoreCap Advisors, LLC | 21,004 | $3.33M | 0.22% | +21,004 | New |
| CFM Wealth Partners LLC | 20,537 | $3.32M | 0.74% | +3,380+19.7% | Added |
| Elgethun Capital Management | 20,450 | $3.31M | 1.16% | +80+0.4% | Added |
| Silicon Valley Community Foundation | 20,905 | $3.31M | 0.22% | +20,905 | New |
| Proquility Private Wealth Partners, LLC | 21,213 | $3.31M | 1.17% | −896−4.1% | Reduced |
| Select Asset Management & Trust | 20,883 | $3.31M | 2.19% | −3,577−14.6% | Reduced |
| Ashfield Capital Partners, LLC | 20,848 | $3.30M | 0.21% | +20+0.1% | Added |
| Cornerstone Advisory, LLC | 20,843 | $3.30M | 0.47% | +961+4.8% | Added |
| Rowland & Co Investment Counsel | 20,802 | $3.29M | 0.74% | +5,527+36.2% | Added |
| Adirondack Trust Co | 20,803 | $3.29M | 1.57% | −301−1.4% | Reduced |
| Abacus Planning Group, Inc. | 20,737 | $3.28M | 0.88% | +517+2.6% | Added |
| Sargent Investment Group, LLC | 20,738 | $3.28M | 0.75% | +875+4.4% | Added |
| Karpas Strategies, LLC | 20,727 | $3.28M | 1.05% | +5,570+36.7% | Added |
| Stonnington Group, LLC | 19,589 | $3.28M | 0.71% | +6,369+48.2% | Added |
| IFG Advisory, LLC | 20,661 | $3.27M | 0.32% | +558+2.8% | Added |
| Advisors Management Group Inc | 20,649 | $3.27M | 0.98% | −205−1.0% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 22,016 | $3.26M | 2.09% | +22,016 | New |
| YHB Investment Advisors, Inc. | 20,551 | $3.25M | 0.26% | +634+3.2% | Added |
| McMillion Capital Management Inc | 20,543 | $3.25M | 1.76% | −202−1.0% | Reduced |
| Sawyer & Company, Inc | 20,542 | $3.25M | 1.40% | −47−0.2% | Reduced |
| Modus Advisors, LLC | 20,530 | $3.25M | 1.38% | −997−4.6% | Reduced |
| StoneX Group Inc. | 20,505 | $3.25M | 0.37% | +4,926+31.6% | Added |
| WealthShield Partners, LLC | 20,497 | $3.25M | 0.54% | +6,848+50.2% | Added |
| Northstar Advisory Group, LLC | 20,421 | $3.23M | 1.92% | +20,421 | New |
| First PREMIER Bank | 20,337 | $3.22M | 0.83% | +20+0.1% | Added |
| Outfitter Financial LLC | 20,338 | $3.22M | 2.36% | +20+0.1% | Added |
| IPG Investment Advisors LLC | 20,324 | $3.22M | 0.58% | +5,702+39.0% | Added |
| New Potomac Partners, LLC | 20,285 | $3.21M | 2.08% | −1,015−4.8% | Reduced |
| Engine No. 1 LLC | 20,250 | $3.21M | 0.66% | +4,149+25.8% | Added |
| Convergence Investment Partners, LLC | 20,229 | $3.20M | 1.63% | −691−3.3% | Reduced |
| Kistler-Tiffany Companies, LLC | 20,223 | $3.20M | 0.63% | +545+2.8% | Added |
| Quadrant Private Wealth Management, LLC | 20,207 | $3.20M | 1.19% | +305+1.5% | Added |
| CNB Bank | 20,195 | $3.20M | 1.75% | −611−2.9% | Reduced |
| Soltis Investment Advisors LLC | 20,152 | $3.19M | 0.45% | +1,178+6.2% | Added |
| Hudson Capital Management LLC | 20,141 | $3.19M | 1.16% | −189−0.9% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 20,125 | $3.19M | 0.91% | −447−2.2% | Reduced |
| Cohen Investment Advisors LLC | 20,118 | $3.19M | 2.27% | −99−0.5% | Reduced |
| Passive Capital Management, LLC. | 20,117 | $3.19M | 1.80% | +20,117 | New |
| Clear Creek Financial Management, LLC | 20,100 | $3.18M | 0.48% | −467−2.3% | Reduced |
| GYL Financial Synergies, LLC | 20,101 | $3.18M | 0.86% | +3,309+19.7% | Added |
| Oarsman Capital, Inc. | 20,089 | $3.18M | 1.25% | −812−3.9% | Reduced |
| Fractal Investments LLC | 20,089 | $3.18M | 1.10% | +20,089 | New |
| Terra Nova Asset Management LLC | 20,011 | $3.17M | 2.37% | −180−0.9% | Reduced |
| Credit Capital Investments LLC | 20,000 | $3.17M | 3.08% | 00.0% | Unchanged |
| Aull & Monroe Investment Management Corp | 19,961 | $3.16M | 1.41% | −257−1.3% | Reduced |
| Argent Advisors, Inc. | 19,959 | $3.16M | 1.70% | −38−0.2% | Reduced |
| WMS Partners, LLC | 19,959 | $3.16M | 0.68% | +126+0.6% | Added |
| Integrated Investment Consultants, LLC | 19,944 | $3.16M | 0.84% | −759−3.7% | Reduced |
| TCG Advisory Services, LLC | 19,930 | $3.16M | 0.74% | −3,274−14.1% | Reduced |
| Wambolt & Associates, LLC | 19,917 | $3.15M | 1.14% | +410+2.1% | Added |
| Eclectic Associates Inc | 19,920 | $3.15M | 2.02% | +146+0.7% | Added |
| EPG Wealth Management LLC | 19,910 | $3.15M | 1.11% | +3,868+24.1% | Added |
| Peoples Financial Services Corp. | 19,877 | $3.15M | 1.22% | +325+1.7% | Added |