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; 5,157 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
- 3,594
- +409 vs. Q3 2021
- Shares held
- 2.09B
- +281.0K (0.0%) vs. Q3 2021
- Total value
- $330.1B
- −$11.4B (−3.3%) vs. Q3 2021
- New holders
- 497
- 1,592 more added
- Sold out
- 88
- 1,167 more reduced
54 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 | 5,157 | $643.7B |
| Q1 2026 | 5,102 | $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 | 4,679 | $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 | 3,711 | $297.0B |
| Q2 2023 | 3,672 | $297.6B |
| Q1 2023 | 3,612 | $266.3B |
| Q4 2022 | 3,629 | $278.3B |
| Q3 2022 | 3,396 | $212.9B |
| Q2 2022 | 3,428 | $229.3B |
| Q1 2022 | 3,519 | $278.9B |
| Q4 2021 | 3,594 | $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 |
|---|---|---|---|---|---|
| Personal Capital Advisors Corp | 918,828 | $145.7M | 0.67% | +19,302+2.1% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 919,358 | $145.7M | 0.75% | −81,848−8.2% | Reduced |
| Douglas Lane & Associates, LLC | 917,525 | $145.3M | 1.93% | −3,692−0.4% | Reduced |
| Federated Hermes, Inc. | 916,682 | $145.2M | 0.27% | −10,370−1.1% | Reduced |
| BNP Paribas Arbitrage, SA | 882,037 | $139.7M | 0.33% | −1,878,479−68.0% | Reduced |
| M&G Investment Management Ltd | 881,906 | $139.3M | 1.01% | −409,155−31.7% | Reduced |
| Atalanta Sosnoff Capital, LLC | 868,520 | $137.5M | 2.96% | +49,774+6.1% | Added |
| ACR Alpine Capital Research, LLC | 859,307 | $136.1M | 7.31% | −20,068−2.3% | Reduced |
| American International Group, Inc. | 854,869 | $135.4M | 0.68% | −4,181−0.5% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 840,233 | $133.1M | 1.28% | −48,329−5.4% | Reduced |
| Compagnie Lombard Odier SCmA | 819,088 | $129.7M | 2.57% | +44,722+5.8% | Added |
| Arizona State Retirement System | 818,396 | $129.6M | 0.99% | −25,755−3.1% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 805,546 | $127.6M | 1.12% | −65,100−7.5% | Reduced |
| Zacks Investment Management | 803,253 | $127.2M | 1.79% | +14,738+1.9% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 800,216 | $126.7M | 0.61% | +52,948+7.1% | Added |
| Douglass Winthrop Advisors, LLC | 797,837 | $126.3M | 2.83% | −16,604−2.0% | Reduced |
| Amalgamated Bank | 794,623 | $125.8M | 0.93% | −13,040−1.6% | Reduced |
| Rathbone Brothers plc | 790,283 | $125.1M | 1.22% | +69,764+9.7% | Added |
| Northwestern Mutual Wealth Management Co | 775,099 | $122.7M | 0.20% | +30,599+4.1% | Added |
| Argent Capital Management LLC | 767,559 | $121.5M | 3.51% | −4,066−0.5% | Reduced |
| Pinebridge Investments, L.P. | 765,239 | $121.2M | 1.24% | +4,446+0.6% | Added |
| Gofen & Glossberg LLC | 753,357 | $119.3M | 2.57% | −6,736−0.9% | Reduced |
| USS Investment Management Ltd | 753,124 | $119.2M | 0.95% | 00.0% | Unchanged |
| NFJ Investment Group, LLC | 749,261 | $118.6M | 2.16% | +7,227+1.0% | Added |
| State of Michigan Retirement System | 744,043 | $117.8M | 0.62% | −6,300−0.8% | Reduced |
| James Hambro & Partners | 725,192 | $114.8M | 7.79% | +26,749+3.8% | Added |
| United Capital Financial Advisers, LLC | 723,324 | $114.5M | 0.53% | −1,597−0.2% | Reduced |
| Quilter Plc | 706,891 | $114.3M | 2.98% | +77,096+12.2% | Added |
| Sculptor Capital LP | 716,892 | $113.5M | 1.03% | −561,869−43.9% | Reduced |
| LGT Group Foundation | 716,107 | $113.4M | 2.92% | +716,107 | New |
| Welch & Forbes LLC | 715,397 | $113.3M | 1.70% | +6,247+0.9% | Added |
| Fort Washington Investment Advisors Inc | 700,087 | $110.9M | 0.67% | −85,576−10.9% | Reduced |
| Segall Bryant & Hamill, LLC | 685,148 | $108.6M | 1.00% | −17,247−2.5% | Reduced |
| DnB Asset Management AS | 685,670 | $108.6M | 0.64% | −371,328−35.1% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 683,902 | $108.3M | 0.23% | +106,547+18.5% | Added |
| Meitav Dash Investments Ltd | 680,303 | $107.7M | 1.76% | −24,760−3.5% | Reduced |
| Bartlett & Co. LLC | 679,564 | $107.6M | 1.82% | +2,888+0.4% | Added |
| Bartlett & Co. Wealth Management LLC | 679,564 | $107.6M | 1.82% | +2,888+0.4% | Added |
| CCLA Investment Management Ltd | 676,867 | $107.2M | 1.76% | −41,672−5.8% | Reduced |
| Forsta Ap-Fonden | 671,500 | $106.3M | 1.07% | +23,600+3.6% | Added |
| MUFG Americas Holdings Corp | 670,003 | $106.1M | 1.99% | +9,731+1.5% | Added |
| AXA S.A. | 666,892 | $105.6M | 0.27% | −42,035−5.9% | Reduced |
| Oppenheimer Asset Management Inc. | 662,574 | $104.9M | 1.39% | −6,165−0.9% | Reduced |
| CIBC Asset Management Inc | 660,692 | $104.6M | 0.38% | −11,230−1.7% | Reduced |
| MetLife Investment Management | 652,943 | $103.4M | 0.85% | −21,965−3.3% | Reduced |
| Comerica Bank | 689,690 | $101.1M | 0.74% | −14,484−2.1% | Reduced |
| Federation des caisses Desjardins du Quebec | 637,683 | $101.0M | 1.00% | +33,351+5.5% | Added |
| Williams Jones Wealth Management, LLC. | 613,965 | $97.2M | 1.21% | +21,102+3.6% | Added |
| Clark Capital Management Group, Inc. | 610,800 | $96.7M | 1.19% | −12,594−2.0% | Reduced |
| Whittier Trust Co | 608,633 | $96.4M | 1.57% | +8,469+1.4% | Added |
| Lazard Asset Management LLC | 607,080 | $96.1M | 0.10% | −3,316,110−84.5% | Reduced |
| Handelsbanken Fonder AB | 606,269 | $96.0M | 0.47% | −55,178−8.3% | Reduced |
| TCW Group Inc | 595,230 | $94.3M | 0.78% | +16,884+2.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 594,634 | $94.2M | 0.42% | +29,618+5.2% | Added |
| Capitolis Advisors LLC | 585,754 | $92.8M | 0.55% | −110,223−15.8% | Reduced |
| Wilkinson Global Asset Management LLC | 578,155 | $91.6M | 5.07% | +4,779+0.8% | Added |
| Peapack Gladstone Financial Corp | 576,313 | $91.3M | 1.72% | +2,409+0.4% | Added |
| Creative Planning | 576,289 | $91.3M | 0.15% | +533+0.1% | Added |
| Edmond de Rothschild Holding S.A. | 575,983 | $91.2M | 1.97% | +127,743+28.5% | Added |
| Employees Retirement System of Texas | 575,258 | $91.1M | 1.02% | −50,000−8.0% | Reduced |
| Tiaa, FSB | 576,561 | $90.9M | 0.30% | −48,885−7.8% | Reduced |
| Teachers Retirement System of the State of Kentucky | 573,798 | $90.9M | 0.81% | −31,891−5.3% | Reduced |
| Oregon Public Employees Retirement Fund | 570,727 | $90.4M | 0.99% | −75,472−11.7% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 570,065 | $90.3M | 1.71% | −220,617−27.9% | Reduced |
| Wafra Inc. | 565,387 | $89.5M | 2.83% | +50,881+9.9% | Added |
| Evercore Wealth Management, LLC | 541,916 | $85.8M | 1.40% | +9,388+1.8% | Added |
| HM Payson & Co | 537,032 | $85.0M | 1.85% | −4,548−0.8% | Reduced |
| Utah Retirement Systems | 533,769 | $84.5M | 1.04% | −3,800−0.7% | Reduced |
| Beck Mack & Oliver LLC | 533,377 | $84.5M | 2.01% | −8,535−1.6% | Reduced |
| MML Investors Services, LLC | 533,331 | $84.5M | 0.61% | +45,336+9.3% | Added |
| Factory Mutual Insurance Co | 594,050 | $83.8M | 1.21% | −229,292−27.8% | Reduced |
| British Columbia Investment Management Corp | 525,515 | $83.2M | 0.47% | −34,447−6.2% | Reduced |
| Dodge & Cox | 524,836 | $83.1M | 0.05% | −29,605−5.3% | Reduced |
| Crawford Investment Counsel Inc | 524,430 | $83.0M | 1.58% | −3,527−0.7% | Reduced |
| Manning & Napier Group, LLC | 518,739 | $82.1M | 0.69% | −16,558−3.1% | Reduced |
| ADAMCAPITAL Gestao de Recursos Ltda. | 517,398 | $81.9M | 18.04% | −387,118−42.8% | Reduced |
| Umb Bank N A | 511,524 | $81.0M | 1.02% | +72,004+16.4% | Added |
| Yousif Capital Management, LLC | 500,119 | $79.2M | 0.82% | +500,119 | New |
| Kovitz Investment Group Partners, LLC | 604,359 | $79.1M | 1.87% | +9,641+1.6% | Added |
| Park National Corp | 498,977 | $79.0M | 3.08% | −14,051−2.7% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 497,734 | $78.8M | 0.38% | +53,199+12.0% | Added |
| RNC Capital Management LLC | 494,646 | $78.3M | 3.88% | +2080.0% | Added |
| Gabelli Funds LLC | 494,117 | $78.2M | 0.49% | −2,500−0.5% | Reduced |
| Basswood Capital Management, L.L.C. | 491,000 | $77.8M | 3.57% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 489,855 | $77.6M | 1.27% | −5,001−1.0% | Reduced |
| Gulf International Bank (UK) Ltd | 485,452 | $76.9M | 1.09% | −108,077−18.2% | Reduced |
| Focused Investors LLC | 479,800 | $76.0M | 2.32% | −162,700−25.3% | Reduced |
| Cullen/Frost Bankers, Inc. | 477,801 | $75.7M | 1.44% | −12,481−2.5% | Reduced |
| E. Ohman J:or Asset Management AB | 474,985 | $75.2M | 2.17% | +34,500+7.8% | Added |
| Tredje AP-fonden | 472,014 | $74.7M | 1.45% | −36,894−7.2% | Reduced |
| Stonegate Investment Group, LLC | 470,916 | $74.6M | 3.13% | +470,916 | New |
| Ferguson Wellman Capital Management, Inc | 469,662 | $74.4M | 2.17% | +11,678+2.5% | Added |
| EP Wealth Advisors, LLC | 466,238 | $73.8M | 1.75% | +10,400+2.3% | Added |
| State of Alaska, Department of Revenue | 461,014 | $73.0M | 0.70% | −35,050−7.1% | Reduced |
| Staley Capital Advisers Inc | 460,058 | $72.8M | 3.48% | −6,485−1.4% | Reduced |
| Cornerstone Investment Partners, LLC | 449,436 | $71.2M | 3.95% | −24,543−5.2% | Reduced |
| Captrust Financial Advisors | 443,564 | $70.2M | 0.48% | +29,952+7.2% | Added |
| Mackay Shields LLC | 441,494 | $69.9M | 0.58% | −14,984−3.3% | Reduced |
| Polaris Capital Management, LLC | 438,751 | $69.5M | 2.24% | −19,800−4.3% | Reduced |
| Financial Counselors Inc | 434,563 | $68.8M | 1.41% | −29,565−6.4% | Reduced |