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 |
|---|---|---|---|---|---|
| Red Cedar Investment Management, LLC | 17,211 | $2.73M | 0.33% | 00.0% | Unchanged |
| Ethic Inc. | 17,168 | $2.72M | 0.21% | +1,106+6.9% | Added |
| Spreng Capital Management, Inc. | 17,164 | $2.72M | 1.57% | −501−2.8% | Reduced |
| Benedict Financial Advisors Inc | 17,155 | $2.72M | 0.71% | +56+0.3% | Added |
| Emfo, LLC | 17,120 | $2.71M | 2.39% | 00.0% | Unchanged |
| Hodges Capital Management Inc. | 17,100 | $2.71M | 0.20% | −227−1.3% | Reduced |
| WealthTrust Asset Management, LLC | 17,086 | $2.71M | 1.80% | +414+2.5% | Added |
| George Kaiser Family Foundation | 16,957 | $2.69M | 0.39% | 00.0% | Unchanged |
| Pinnacle Private Wealth, LLC | 16,935 | $2.68M | 0.84% | +16,935 | New |
| Schwarz Dygos Wheeler Investment Advisors LLC | 16,902 | $2.68M | 0.91% | +1,571+10.2% | Added |
| Optimum Investment Advisors | 16,875 | $2.67M | 1.04% | +103+0.6% | Added |
| Twin Lakes Capital Management, LLC | 16,808 | $2.66M | 1.42% | +45+0.3% | Added |
| Aries Wealth Management | 16,795 | $2.66M | 1.01% | −161−0.9% | Reduced |
| WESPAC Advisors, LLC | 16,773 | $2.66M | 1.78% | −2,629−13.6% | Reduced |
| Magnolia Capital Advisors LLC | 16,656 | $2.64M | 0.77% | −1,235−6.9% | Reduced |
| Guardian Investment Management | 16,659 | $2.64M | 1.83% | 00.0% | Unchanged |
| Warther Private Wealth, LLC | 16,266 | $2.63M | 1.95% | +1,256+8.4% | Added |
| Financial Architects, Inc | 16,573 | $2.62M | 0.35% | +265+1.6% | Added |
| Rational Advisors LLC | 16,547 | $2.62M | 0.16% | +3,769+29.5% | Added |
| Compass Financial Advisors LLC | 16,547 | $2.62M | 2.89% | +16,547 | New |
| Fulcrum Asset Management LLP | – | $2.62M | 1.28% | – | – |
| Manchester Capital Management LLC | 16,494 | $2.61M | 0.34% | −7,185−30.3% | Reduced |
| Institute for Wealth Management, LLC. | 16,430 | $2.60M | 0.42% | −41−0.2% | Reduced |
| Krilogy Financial LLC | 16,417 | $2.60M | 0.26% | −62−0.4% | Reduced |
| Field & Main Bank | 16,406 | $2.60M | 1.50% | +90+0.6% | Added |
| Providence Wealth Advisors, LLC | 15,502 | $2.60M | 1.63% | −50−0.3% | Reduced |
| Rollins Financial | 16,362 | $2.59M | 0.75% | +16,362 | New |
| Ritter Daniher Financial Advisory, LLC | 16,333 | $2.59M | 1.72% | +436+2.7% | Added |
| Fiera Capital Corp | 16,262 | $2.58M | 0.01% | −4,299−20.9% | Reduced |
| Greytown Advisors Inc. | 16,257 | $2.57M | 1.09% | +159+1.0% | Added |
| Fuller & Thaler Asset Management, Inc. | 16,251 | $2.57M | 0.01% | −2,400−12.9% | Reduced |
| Orleans Capital Management Corp | 16,223 | $2.57M | 1.46% | +199+1.2% | Added |
| Coastal Investment Advisors, Inc. | 16,226 | $2.57M | 0.57% | +571+3.6% | Added |
| Game Plan Financial Advisors, LLC | 16,219 | $2.57M | 1.37% | +500+3.2% | Added |
| RKL Wealth Management LLC | 16,160 | $2.56M | 0.30% | +19+0.1% | Added |
| Brown, Lisle/Cummings, Inc. | 16,128 | $2.55M | 1.28% | +16,128 | New |
| Alta Capital Management LLC | 16,127 | $2.55M | 0.13% | +866+5.7% | Added |
| Cornerstone Wealth Management, LLC | 16,047 | $2.55M | 0.24% | +940+6.2% | Added |
| Gerber Kawasaki Wealth & Investment Management | 16,113 | $2.55M | 0.20% | +16,017+16,684.4% | Added |
| Resurgent Financial Advisors LLC | 16,107 | $2.55M | 2.10% | +16,107 | New |
| Covenant Asset Management, LLC | 16,105 | $2.55M | 0.69% | +125+0.8% | Added |
| Jmac Enterprises LLC | 16,377 | $2.55M | 0.60% | +16,377 | New |
| RSM US Wealth Management LLC | 16,065 | $2.54M | 0.12% | +2,301+16.7% | Added |
| WBH Advisory Inc | 16,027 | $2.54M | 0.29% | +69+0.4% | Added |
| Zullo Investment Group, Inc. | 15,965 | $2.53M | 1.30% | +15,965 | New |
| O'Shares Investment Advisers, LLC | 15,957 | $2.53M | 0.18% | +1,155+7.8% | Added |
| Cedar Brook Financial Partners, LLC | 15,918 | $2.52M | 0.65% | +133+0.8% | Added |
| Sterling Investment Management, Inc. | 15,907 | $2.52M | 1.57% | −170−1.1% | Reduced |
| Aigen Investment Management, LP | 15,772 | $2.52M | 0.15% | +15,772 | New |
| GFS Advisors, LLC | 15,871 | $2.51M | 0.41% | +1,145+7.8% | Added |
| Altman Advisors, Inc. | 17,313 | $2.51M | 1.53% | +9,663+126.3% | Added |
| Davidson Trust Co | 15,857 | $2.51M | 1.72% | −180−1.1% | Reduced |
| Schonfeld Strategic Advisors LLC | 15,846 | $2.51M | 0.02% | −26,288−62.4% | Reduced |
| Gilder Gagnon Howe & Co LLC | 15,834 | $2.51M | 0.01% | −36−0.2% | Reduced |
| Aberdeen Wealth Management LLC | 15,794 | $2.50M | 1.63% | −510−3.1% | Reduced |
| Sugarloaf Wealth Management, LLC | 15,787 | $2.50M | 0.59% | +952+6.4% | Added |
| Ironwood Financial, llc | 15,781 | $2.50M | 0.68% | −12−0.1% | Reduced |
| Oak Asset Management, LLC | 15,761 | $2.50M | 0.95% | +225+1.4% | Added |
| Pinnacle Wealth Management Group, Inc. | 15,731 | $2.49M | 1.85% | +334+2.2% | Added |
| Birmingham Capital Management Co Inc | 15,720 | $2.49M | 0.90% | −125−0.8% | Reduced |
| StrongBox Wealth, LLC | 15,721 | $2.49M | 1.24% | +1,585+11.2% | Added |
| Bull Street Advisors, LLC | 15,696 | $2.48M | 1.18% | −257−1.6% | Reduced |
| BCGM Wealth Management, LLC | 15,693 | $2.48M | 1.34% | +392+2.6% | Added |
| AIA Group Ltd | 15,665 | $2.48M | 0.12% | +3,946+33.7% | Added |
| Moseley Investment Management Inc | 15,655 | $2.48M | 1.13% | −158−1.0% | Reduced |
| Matrix Private Capital Group LLC | 15,656 | $2.48M | 1.17% | +249+1.6% | Added |
| Delta Asset Management LLC | 15,651 | $2.48M | 0.22% | −50−0.3% | Reduced |
| Blue Edge Capital, LLC | 15,630 | $2.48M | 0.48% | −372−2.3% | Reduced |
| Golden State Wealth Management, LLC | 15,604 | $2.47M | 0.43% | +1,840+13.4% | Added |
| LS Investment Advisors, LLC | 15,597 | $2.47M | 0.37% | −4,252−21.4% | Reduced |
| High Pointe Capital Management LLC | 15,581 | $2.47M | 1.65% | +1,807+13.1% | Added |
| Brown Advisory Securities, LLC | 15,562 | $2.46M | 1.05% | −20,969−57.4% | Reduced |
| Paradigm Capital Management, LLC | 15,514 | $2.46M | 2.44% | +15,514 | New |
| Westwood Wealth Management | 15,492 | $2.45M | 1.52% | +15,492 | New |
| Keystone Financial Group | 15,475 | $2.45M | 0.40% | −2,656−14.6% | Reduced |
| Fortem Financial Group, LLC | 15,390 | $2.44M | 1.11% | +143+0.9% | Added |
| Boit C F David | 15,329 | $2.43M | 1.54% | 00.0% | Unchanged |
| Laird Norton Trust Company, LLC | 15,331 | $2.43M | 0.23% | +2,292+17.6% | Added |
| KCS Wealth Advisory | 15,301 | $2.42M | 0.97% | −323−2.1% | Reduced |
| Qtron Investments LLC | 15,304 | $2.42M | 0.55% | 00.0% | Unchanged |
| First City Capital Management, Inc. | 15,865 | $2.42M | 1.36% | +347+2.2% | Added |
| Oak Harbor Wealth Partners, LLC | 15,277 | $2.42M | 0.83% | +15,277 | New |
| MSH Capital Advisors LLC | 15,271 | $2.42M | 1.08% | +15,271 | New |
| HWG Holdings LP | 15,262 | $2.42M | 1.14% | +15,262 | New |
| Gryphon Financial Partners LLC | 15,240 | $2.41M | 0.48% | +1,935+14.5% | Added |
| Titleist Asset Management, Ltd. | 15,212 | $2.41M | 0.48% | +15,212 | New |
| Pantheon Investment Group, LLC | 15,153 | $2.40M | 1.89% | +51+0.3% | Added |
| Continental Advisors LLC | 15,135 | $2.40M | 1.89% | −1,500−9.0% | Reduced |
| Intrua Financial, LLC | 15,112 | $2.39M | 0.42% | −1,210−7.4% | Reduced |
| Mission Creek Capital Partners, Inc. | 15,103 | $2.39M | 0.48% | +982+7.0% | Added |
| Windsor Group LTD | 14,253 | $2.39M | 0.44% | +429+3.1% | Added |
| Brendel Financial Advisors LLC | 15,066 | $2.39M | 1.24% | +79+0.5% | Added |
| Notis-McConarty Edward | 15,034 | $2.38M | 0.79% | −20−0.1% | Reduced |
| Mastrapasqua Asset Management Inc | 15,035 | $2.38M | 0.23% | +2,010+15.4% | Added |
| Wealth Alliance | 15,025 | $2.38M | 0.48% | −55−0.4% | Reduced |
| Tranquility Partners, LLC | 14,959 | $2.37M | 1.10% | −767−4.9% | Reduced |
| Midwest Wealth Management Inc. | 14,961 | $2.37M | 1.48% | +626+4.4% | Added |
| Washington Capital Management Inc | 14,955 | $2.37M | 1.92% | −1,495−9.1% | Reduced |
| Weik Capital Management | 14,945 | $2.37M | 0.90% | −15−0.1% | Reduced |
| LCNB Corp | 14,920 | $2.36M | 1.08% | +795+5.6% | Added |