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 |
|---|---|---|---|---|---|
| Gleason Group, Inc. | 14,910 | $2.36M | 0.77% | +87+0.6% | Added |
| Wolff Wiese Magana LLC | 14,907 | $2.36M | 1.52% | +775+5.5% | Added |
| Selective Wealth Management, Inc. | 14,872 | $2.35M | 0.96% | −611−3.9% | Reduced |
| TCI Wealth Advisors, Inc. | 14,814 | $2.35M | 0.35% | −872−5.6% | Reduced |
| Bulltick Wealth Management, LLC | 14,811 | $2.35M | 0.48% | −10.0% | Reduced |
| Ayalon Holdings Ltd. | 14,806 | $2.35M | 0.80% | +128+0.9% | Added |
| London & Capital Asset Management Ltd | 14,673 | $2.32M | 0.14% | −406−2.7% | Reduced |
| Hendley & Co Inc | 14,671 | $2.32M | 0.76% | +100+0.7% | Added |
| Financial Advisory Service, Inc. | 14,673 | $2.32M | 0.21% | +2,206+17.7% | Added |
| 44 Wealth Management LLC | 14,648 | $2.32M | 0.81% | −1,325−8.3% | Reduced |
| 180 Wealth Advisors, LLC | 15,986 | $2.32M | 0.52% | −261−1.6% | Reduced |
| Lindenwold Advisors | 14,634 | $2.32M | 1.35% | +14,634 | New |
| HGI Capital Management, LLC | 14,614 | $2.31M | 0.92% | −3,251−18.2% | Reduced |
| Wulff, Hansen & Co. | 14,585 | $2.31M | 2.00% | +14,585 | New |
| Riverview Trust Co | 14,584 | $2.31M | 1.35% | −826−5.4% | Reduced |
| Biltmore Family Office, LLC | 14,535 | $2.30M | 0.44% | +3,707+34.2% | Added |
| Arbor Capital Management Inc | 14,517 | $2.30M | 1.63% | +14,517 | New |
| Access Financial Services, Inc. | 14,508 | $2.30M | 1.03% | +143+1.0% | Added |
| White Pine Capital LLC | 14,469 | $2.29M | 0.68% | +241+1.7% | Added |
| Main Street Financial Solutions, LLC | 14,453 | $2.29M | 0.32% | +303+2.1% | Added |
| Gs Investments, Inc. | 14,438 | $2.29M | 1.11% | +60+0.4% | Added |
| Chapman Investment Management, LLC | 14,408 | $2.28M | 1.04% | +750+5.5% | Added |
| JBJ Investment Partners, LLC | 14,400 | $2.28M | 0.47% | −3,438−19.3% | Reduced |
| Neumann Capital Management, LLC | 14,385 | $2.28M | 0.93% | −300−2.0% | Reduced |
| Alaska Permanent Fund Corp | 15,300 | $2.27M | 0.04% | 00.0% | Unchanged |
| Phillips Financial Management, LLC | 14,333 | $2.27M | 0.22% | +30.0% | Added |
| Peoples Bank | 14,290 | $2.26M | 1.12% | −34−0.2% | Reduced |
| Summit Financial Group Inc | 14,270 | $2.26M | 0.74% | −1,319−8.5% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 14,246 | $2.26M | 0.45% | −647−4.3% | Reduced |
| Mattern Wealth Management LLC | 14,221 | $2.25M | 0.66% | −96−0.7% | Reduced |
| DAGCO, Inc. | 14,213 | $2.25M | 0.88% | +28+0.2% | Added |
| Teamwork Financial Advisors, LLC | 14,211 | $2.25M | 0.41% | +1,794+14.4% | Added |
| Van Cleef Asset Management,Inc | 14,167 | $2.24M | 0.32% | +356+2.6% | Added |
| SFMG, LLC | 14,159 | $2.24M | 0.22% | +246+1.8% | Added |
| Corrado Advisors, LLC | 14,154 | $2.24M | 1.34% | +121+0.9% | Added |
| Axiom Financial Strategies, LLC | 14,069 | $2.23M | 1.01% | +111+0.8% | Added |
| Sandhill Capital Partners LLC | 14,061 | $2.23M | 0.17% | −1,879−11.8% | Reduced |
| Optas, LLC | 13,941 | $2.21M | 0.63% | 00.0% | Unchanged |
| Highview Capital Management LLC | 13,871 | $2.20M | 1.42% | +13,871 | New |
| Connecticut Wealth Management, LLC | 13,852 | $2.19M | 0.17% | −3,911−22.0% | Reduced |
| Midwest Professional Planners, LTD. | 13,841 | $2.19M | 1.06% | +206+1.5% | Added |
| Abundance Wealth Counselors | 13,828 | $2.19M | 0.56% | +324+2.4% | Added |
| Benin Management CORP | 13,807 | $2.19M | 0.66% | 00.0% | Unchanged |
| Caliber Wealth Management, LLC | 13,846 | $2.19M | 1.51% | +2,879+26.3% | Added |
| Jeppson Wealth Management, LLC | 13,768 | $2.18M | 1.05% | +85+0.6% | Added |
| Roof Eidam & Maycock | 13,741 | $2.18M | 0.73% | −73−0.5% | Reduced |
| Advisory Research Inc | 13,677 | $2.17M | 0.17% | −108,954−88.8% | Reduced |
| Accredited Investors Inc. | 13,645 | $2.16M | 0.19% | −135−1.0% | Reduced |
| Markston International LLC | 13,640 | $2.16M | 2.18% | −2,522−15.6% | Reduced |
| TD Ameritrade Investment Management, LLC | 13,610 | $2.15M | 0.02% | +131+1.0% | Added |
| Holistic Financial Partners | 13,595 | $2.15M | 1.25% | −236−1.7% | Reduced |
| Finivi Inc. | 13,568 | $2.15M | 2.27% | +13,568 | New |
| Grandview Asset Management LLC | 13,529 | $2.14M | 0.86% | +3,300+32.3% | Added |
| CenterStar Asset Management, LLC | – | $2.14M | 1.63% | – | New |
| Grantham, Mayo, Van Otterloo & Co. LLC | 13,514 | $2.14M | 0.01% | +1,100+8.9% | Added |
| Hudson Canyon Capital Management | 13,483 | $2.14M | 1.55% | −642−4.5% | Reduced |
| EverSource Wealth Advisors, LLC | 13,479 | $2.13M | 0.60% | +13,479 | New |
| Eqis Capital Management, Inc. | 13,469 | $2.13M | 0.16% | −298−2.2% | Reduced |
| Benjamin Edwards Inc | 13,465 | $2.13M | 0.69% | +8,536+173.2% | Added |
| Brooktree Capital Management | 13,457 | $2.13M | 1.30% | −190−1.4% | Reduced |
| Aft, Forsyth & Sober, LLC | 13,450 | $2.13M | 0.75% | 00.0% | Unchanged |
| Thomas White International Ltd | 13,446 | $2.13M | 0.34% | 00.0% | Unchanged |
| Archford Capital Strategies, LLC | 13,434 | $2.13M | 0.49% | +545+4.2% | Added |
| Old Mission Investment Co LLC | 13,388 | $2.12M | 0.77% | +17+0.1% | Added |
| Highlander Capital Management, LLC | 13,380 | $2.12M | 0.98% | −232−1.7% | Reduced |
| Trail Ridge Investment Advisors, LLC | 13,381 | $2.12M | 1.27% | +13,381 | New |
| 626 Financial, LLC | 13,384 | $2.12M | 1.30% | +13,384 | New |
| Pinnacle Holdings, LLC | 13,325 | $2.11M | 0.89% | +28+0.2% | Added |
| Cim Investment Mangement Inc | 13,309 | $2.11M | 0.63% | −262−1.9% | Reduced |
| Proficio Capital Partners LLC | 13,305 | $2.11M | 0.29% | +84+0.6% | Added |
| Legacy Wealth Management, LLC | 13,245 | $2.10M | 1.07% | +31+0.2% | Added |
| Steward Financial Group LLC | 13,218 | $2.09M | 1.93% | +13,218 | New |
| Greenwich Wealth Management LLC | 13,202 | $2.09M | 0.17% | +174+1.3% | Added |
| Weatherly Asset Management L. P. | 13,164 | $2.08M | 0.23% | −100−0.8% | Reduced |
| Trillium Asset Management, LLC | 13,117 | $2.08M | 0.05% | +1,173+9.8% | Added |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 13,099 | $2.07M | 0.03% | −99,181−88.3% | Reduced |
| Premier Asset Management LLC | 13,083 | $2.07M | 0.36% | −3,364−20.5% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 13,060 | $2.07M | 0.15% | +13,060 | New |
| Sculati Wealth Management, LLC | 13,059 | $2.07M | 1.00% | −186−1.4% | Reduced |
| Crescent Capital Consulting, LLC | 13,024 | $2.06M | 0.34% | +2,362+22.2% | Added |
| Byrne Asset Management LLC | 12,946 | $2.05M | 1.33% | +12,946 | New |
| Plante Moran Financial Advisors, LLC | 12,928 | $2.05M | 0.33% | −171−1.3% | Reduced |
| Hartline Investment Corp | 12,930 | $2.05M | 0.28% | +50+0.4% | Added |
| Knott David M Jr | 12,920 | $2.05M | 0.77% | +12,920 | New |
| Falcon Wealth Planning | 12,861 | $2.04M | 0.67% | −4,552−26.1% | Reduced |
| Schrum Private Wealth Management LLC | 12,850 | $2.03M | 1.85% | +12,850 | New |
| Ahrens Investment Partners LLC | 12,808 | $2.03M | 0.90% | +380+3.1% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 12,805 | $2.03M | 0.10% | +3,189+33.2% | Added |
| KLCM Advisors, Inc. | 12,800 | $2.03M | 0.44% | +69+0.5% | Added |
| Aft, Forsyth & Company, Inc. | 12,786 | $2.02M | 1.04% | −777−5.7% | Reduced |
| FinTrust Capital Advisors, LLC | 12,788 | $2.02M | 0.49% | −710−5.3% | Reduced |
| 6 Meridian | 12,784 | $2.02M | 0.15% | −142−1.1% | Reduced |
| Israel Discount Bank of New York | 12,762 | $2.02M | 1.25% | −580−4.3% | Reduced |
| Sunflower Bank, N.A. | 12,757 | $2.02M | 0.27% | −41−0.3% | Reduced |
| Pacitti Group Inc. | 12,706 | $2.01M | 1.31% | −34−0.3% | Reduced |
| Ibex Wealth Advisors | 12,697 | $2.01M | 0.36% | +1,514+13.5% | Added |
| Missouri Trust & Investment Co | 12,691 | $2.01M | 1.16% | +12,691 | New |
| Boston Common Asset Management, LLC | 12,604 | $2.00M | 0.08% | +491+4.1% | Added |
| Arabesque Asset Management Ltd | 12,604 | $2.00M | 0.58% | +2,450+24.1% | Added |
| Heron Financial Group, LLC | 13,196 | $2.00M | 1.07% | −883−6.3% | Reduced |