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 |
|---|---|---|---|---|---|
| Hancock Whitney Investment Services Inc. | 19,718 | $3.13M | 0.54% | +19,718 | New |
| Ausdal Financial Partners, Inc. | 19,764 | $3.13M | 0.42% | +6,963+54.4% | Added |
| Harvey Investment Co LLC | 19,663 | $3.11M | 0.36% | 00.0% | Unchanged |
| Studio Investment Management LLC | 19,648 | $3.11M | 1.12% | −1,000−4.8% | Reduced |
| Royal Capital Wealth Management, LLC | 19,601 | $3.10M | 3.01% | +19,601 | New |
| Intellectus Partners, LLC | 19,536 | $3.09M | 0.79% | −1,245−6.0% | Reduced |
| Signature Wealth Management Partners, LLC | 19,508 | $3.09M | 2.62% | +20.0% | Added |
| Dumont & Blake Investment Advisors LLC | 19,504 | $3.09M | 0.81% | −148−0.8% | Reduced |
| Bogart Wealth, LLC | 19,391 | $3.07M | 0.28% | +2,248+13.1% | Added |
| Archer Investment Corp | 19,378 | $3.07M | 1.04% | +225+1.2% | Added |
| Quest Capital Management Inc | 19,362 | $3.07M | 0.53% | +440+2.3% | Added |
| Coastline Trust Co | 19,351 | $3.06M | 0.35% | +30+0.2% | Added |
| Hollencrest Capital Management | 19,326 | $3.06M | 0.24% | +19+0.1% | Added |
| Golden State Equity Partners | 19,311 | $3.06M | 1.54% | +81+0.4% | Added |
| Condor Capital Management | 19,268 | $3.05M | 0.33% | +313+1.7% | Added |
| Aldebaran Financial Inc. | 19,254 | $3.05M | 2.38% | +559+3.0% | Added |
| Brooks, Moore & Associates, Inc. | 19,188 | $3.04M | 1.78% | −100−0.5% | Reduced |
| Beaumont Financial Partners, LLC | 19,154 | $3.03M | 0.22% | −247−1.3% | Reduced |
| O'Dell Group, LLC | 19,153 | $3.03M | 0.88% | +56+0.3% | Added |
| New Century Advisors, LLC | 19,125 | $3.03M | 2.87% | +19,125 | New |
| Long Run Wealth Advisors, LLC | 18,997 | $3.02M | 1.05% | +18,997 | New |
| Tandem Capital Management Corp | 19,056 | $3.02M | 1.74% | +1,691+9.7% | Added |
| Clarity Wealth Advisors, LLC | 19,053 | $3.02M | 1.40% | +1,908+11.1% | Added |
| WP Advisors, LLC | 19,033 | $3.01M | 1.26% | −404−2.1% | Reduced |
| Prosperity Consulting Group, LLC | 20,099 | $3.01M | 2.26% | +20,099 | New |
| Hanson & Doremus Investment Management | 18,969 | $3.00M | 0.64% | −38−0.2% | Reduced |
| Miller Investment Management, LP | 18,935 | $3.00M | 0.43% | 00.0% | Unchanged |
| Landmark Financial Advisors, LLC | 18,924 | $3.00M | 1.33% | +14+0.1% | Added |
| Valley National Advisers Inc | 18,904 | $2.99M | 0.55% | −357−1.9% | Reduced |
| Dillon & Associates Inc | 18,931 | $2.99M | 0.52% | +118+0.6% | Added |
| Leonteq Securities AG | 18,886 | $2.99M | 0.14% | +18,886 | New |
| Holderness Investments Co | 18,860 | $2.99M | 0.88% | +99+0.5% | Added |
| Acropolis Investment Management, LLC | 18,802 | $2.98M | 0.27% | +475+2.6% | Added |
| Strategic Capital Advisers, Inc. | 18,776 | $2.97M | 2.13% | +1,019+5.7% | Added |
| Octavia Wealth Advisors, LLC | 18,746 | $2.97M | 0.64% | +1,191+6.8% | Added |
| Generali Powszechne Towarzystwo Emerytalne | 18,708 | $2.96M | 2.83% | +18,708 | New |
| RB Capital Management, LLC | 18,638 | $2.95M | 0.92% | −77−0.4% | Reduced |
| Guerra Pan Advisors, LLC | 18,523 | $2.93M | 2.91% | +18,523 | New |
| Certified Advisory Corp | 18,506 | $2.93M | 0.65% | +180+1.0% | Added |
| Birinyi Associates Inc | 18,500 | $2.93M | 0.92% | +4,700+34.1% | Added |
| Graybill Bartz & Assoc Ltd | 18,472 | $2.92M | 1.33% | +161+0.9% | Added |
| Seeyond | 18,448 | $2.92M | 0.27% | −203−1.1% | Reduced |
| Leeward Financial Partners, LLC | 18,378 | $2.91M | 1.82% | +18,378 | New |
| Assetmark, Inc | 18,351 | $2.91M | 0.01% | +12,287+202.6% | Added |
| Stableford Capital II LLC | 20,014 | $2.90M | 1.22% | +1,196+6.4% | Added |
| Valley Brook Capital Group | 18,319 | $2.90M | 2.50% | +70+0.4% | Added |
| Home Federal Bank of Tennessee | 18,267 | $2.89M | 0.96% | −135−0.7% | Reduced |
| Deseret Mutual Benefit Administrators | 18,267 | $2.89M | 0.49% | 00.0% | Unchanged |
| Autumn Glory Partners, LLC | 18,272 | $2.89M | 1.21% | +18,272 | New |
| WT Wealth Management | 18,252 | $2.89M | 1.06% | +3,554+24.2% | Added |
| Financial Advocates Investment Management | 18,197 | $2.88M | 0.21% | +716+4.1% | Added |
| Engineers Gate Manager LP | 18,196 | $2.88M | 0.13% | +18,196 | New |
| Boltwood Capital Management | 18,138 | $2.87M | 1.06% | −130−0.7% | Reduced |
| Smith, Moore & Co. | 18,135 | $2.87M | 0.40% | +279+1.6% | Added |
| Intercontinental Wealth Advisors, LLC | 18,133 | $2.87M | 0.61% | +506+2.9% | Added |
| Jefferies Group LLC | 18,084 | $2.86M | 0.05% | −1,462−7.5% | Reduced |
| Sage Investment Advisers LLC | 18,081 | $2.86M | 3.68% | +18,081 | New |
| SkyView Investment Advisors, LLC | 18,063 | $2.86M | 0.64% | +413+2.3% | Added |
| Chilton Investment Co LLC | 18,062 | $2.86M | 0.06% | +843+4.9% | Added |
| Cito Capital Group, LLC | 18,025 | $2.85M | 1.19% | +60.0% | Added |
| Eads & Heald Wealth Management | 18,018 | $2.85M | 1.24% | −64−0.4% | Reduced |
| Burleson & Company, LLC | 18,019 | $2.85M | 0.42% | +50.0% | Added |
| Parkside Financial Bank & Trust | 18,013 | $2.85M | 0.70% | +3,238+21.9% | Added |
| West Paces Advisors Inc. | 17,992 | $2.85M | 0.89% | +551+3.2% | Added |
| GFG Capital, LLC | 17,987 | $2.85M | 0.86% | +307+1.7% | Added |
| Trinity Legacy Partners, LLC | 17,955 | $2.84M | 0.96% | +1,522+9.3% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 17,935 | $2.84M | 0.15% | +1,245+7.5% | Added |
| Twelve Points Wealth Management LLC | 17,886 | $2.83M | 2.29% | +17,886 | New |
| High Net Worth Advisory Group LLC | 17,844 | $2.83M | 0.99% | +17,844 | New |
| Seascape Capital Management | 17,811 | $2.82M | 1.32% | +854+5.0% | Added |
| Raab & Moskowitz Asset Management LLC | 17,801 | $2.82M | 0.92% | −23−0.1% | Reduced |
| Ironwood Investment Counsel, LLC | 17,802 | $2.82M | 0.64% | +317+1.8% | Added |
| Financial Planning & Information Services, Inc. | 17,752 | $2.81M | 0.69% | −142−0.8% | Reduced |
| Fragasso Group Inc. | 17,744 | $2.81M | 0.33% | −1,037−5.5% | Reduced |
| True North Advisors, LLC | 17,703 | $2.80M | 0.47% | +2,455+16.1% | Added |
| Key Financial Inc | 17,680 | $2.80M | 1.40% | +129+0.7% | Added |
| TCWP LLC | 17,682 | $2.80M | 0.56% | +17,682 | New |
| NVWM, LLC | 17,671 | $2.80M | 0.87% | +45+0.3% | Added |
| Martin & Co Inc | 17,648 | $2.79M | 0.64% | −136−0.8% | Reduced |
| First Capital Advisors Group, LLC. | 17,650 | $2.79M | 1.54% | +17,650 | New |
| Arbor Trust Wealth Advisors, LLC | 17,611 | $2.79M | 1.61% | −25−0.1% | Reduced |
| Moser Wealth Advisors, LLC | 17,573 | $2.78M | 1.68% | −350−2.0% | Reduced |
| Agate Pass Investment Management, LLC | 17,567 | $2.78M | 1.73% | +17,567 | New |
| Front Street Capital Management, Inc. | 17,565 | $2.78M | 0.51% | +55+0.3% | Added |
| Everett Harris & Co | 17,509 | $2.77M | 0.04% | −480−2.7% | Reduced |
| Vivaldi Capital Management, LLC | 17,512 | $2.77M | 0.64% | −295−1.7% | Reduced |
| Dividend Assets Capital, LLC | 17,499 | $2.77M | 0.51% | +9,004+106.0% | Added |
| Inscription Capital, LLC | 17,484 | $2.77M | 0.76% | +968+5.9% | Added |
| Edgewood Management LLC | 17,464 | $2.77M | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 17,450 | $2.76M | 0.57% | +161+0.9% | Added |
| Fosun International Ltd | 17,410 | $2.76M | 0.16% | +13,450+339.6% | Added |
| Summit Trail Advisors, LLC | 17,423 | $2.76M | 0.18% | +2,823+19.3% | Added |
| Zions Bancorporation, N.A. | 17,411 | $2.76M | 0.24% | +558+3.3% | Added |
| O'Rourke & Company, Inc | 17,385 | $2.75M | 1.84% | +17,385 | New |
| Quantinno Capital Management LP | 17,303 | $2.74M | 0.50% | +17,303 | New |
| Investment Advisory Services Inc | 17,278 | $2.74M | 1.49% | −531−3.0% | Reduced |
| Cambria Investment Management, L.P. | 17,280 | $2.74M | 0.46% | +1,760+11.3% | Added |
| Pacific Asset Management LLC | 17,264 | $2.73M | 1.95% | +17,264 | New |
| A. D. Beadell Investment Counsel, Inc. | 17,255 | $2.73M | 1.71% | −700−3.9% | Reduced |
| Blodgett Wealth Advisors, LLC | 17,235 | $2.73M | 2.14% | +17,235 | New |