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 |
|---|---|---|---|---|---|
| Berkshire Asset Management LLC | 432,233 | $68.4M | 4.17% | −5,304−1.2% | Reduced |
| Barrett Asset Management, LLC | 427,273 | $67.7M | 2.55% | +38,226+9.8% | Added |
| Corvex Management LP | 426,398 | $67.5M | 3.23% | +3,400+0.8% | Added |
| GWM Advisors LLC | 425,153 | $67.3M | 1.02% | +77,080+22.1% | Added |
| Bowen Hanes & Co Inc | 424,721 | $67.3M | 1.90% | −13,355−3.0% | Reduced |
| MUFG Securities EMEA plc | 423,624 | $67.1M | 1.40% | −471,891−52.7% | Reduced |
| SEI Investments Co | 423,502 | $67.0M | 0.13% | −116,549−21.6% | Reduced |
| Phoenix Holdings Ltd. | 421,610 | $66.8M | 1.13% | −247,388−37.0% | Reduced |
| Prio Wealth Limited Partnership | 419,012 | $66.4M | 2.04% | −3,333−0.8% | Reduced |
| Cerity Partners LLC | 429,283 | $66.3M | 1.01% | +38,184+9.8% | Added |
| Gamco Investors, Inc. Et Al | 417,737 | $66.1M | 0.57% | −12,896−3.0% | Reduced |
| Commerzbank Aktiengesellschaft | 417,504 | $66.1M | 3.75% | +23,792+6.0% | Added |
| PGGM Investments | 416,741 | $66.0M | 0.33% | −121,121−22.5% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 415,680 | $65.8M | 1.37% | +12,376+3.1% | Added |
| Avalon Investment & Advisory | 414,326 | $65.6M | 1.62% | −65,455−13.6% | Reduced |
| Westpac Banking Corp | 412,784 | $65.4M | 0.68% | −4,826−1.2% | Reduced |
| Mutual of America Capital Management LLC | 409,194 | $64.8M | 0.66% | −3,048−0.7% | Reduced |
| Alberta Investment Management Corp | 408,983 | $64.8M | 0.40% | +97,560+31.3% | Added |
| Steward Partners Investment Advisory, LLC | 407,729 | $64.6M | 0.98% | +28,758+7.6% | Added |
| Caisse de Depot Et Placement du Quebec | 407,400 | $64.5M | 0.14% | −1,669,520−80.4% | Reduced |
| Citadel Advisors LLC | 406,336 | $64.3M | 0.07% | −388,507−48.9% | Reduced |
| Seizert Capital Partners, LLC | 406,315 | $64.3M | 2.88% | −33,267−7.6% | Reduced |
| Texas Permanent School Fund | 405,811 | $64.3M | 0.79% | −55,806−12.1% | Reduced |
| Miller Value Partners, LLC | 405,209 | $64.2M | 2.27% | −46,754−10.3% | Reduced |
| Cooke & Bieler LP | 404,024 | $64.0M | 0.55% | −19,015−4.5% | Reduced |
| Becker Capital Management Inc | 403,402 | $63.9M | 2.53% | −19,604−4.6% | Reduced |
| Pinnacle Associates Ltd | 403,347 | $63.9M | 1.10% | −3,765−0.9% | Reduced |
| Country Trust Bank | 401,177 | $63.5M | 1.72% | +9,140+2.3% | Added |
| Guidance Point Advisors, LLC | 400,443 | $63.4M | 22.98% | −1010.0% | Reduced |
| Bokf, NA | 397,833 | $63.0M | 0.97% | +16,331+4.3% | Added |
| IFM Investors Pty Ltd | 397,050 | $62.9M | 1.15% | −7,046−1.7% | Reduced |
| Cambridge Trust Co | 396,170 | $62.7M | 2.02% | +5,016+1.3% | Added |
| Pinnacle Financial Partners Inc | 390,252 | $61.8M | 1.93% | +18,567+5.0% | Added |
| Kestra Advisory Services, LLC | 386,696 | $61.2M | 0.62% | −1,541−0.4% | Reduced |
| Nicholas Company, Inc. | 382,605 | $60.6M | 0.99% | −500.0% | Reduced |
| Investment Management Corp of Ontario | 380,000 | $60.2M | 2.79% | 00.0% | Unchanged |
| Swiss Life Asset Management Ltd | 379,189 | $60.1M | 0.78% | −29,411−7.2% | Reduced |
| D.A. Davidson & Co. | 377,857 | $59.8M | 0.64% | −2,241−0.6% | Reduced |
| Davis R M Inc | 375,262 | $59.4M | 1.32% | +11,892+3.3% | Added |
| People's United Financial, Inc. | 374,479 | $59.3M | 1.42% | −39,424−9.5% | Reduced |
| Banco Santander, S.A. | 374,116 | $59.2M | 0.32% | +34,794+10.3% | Added |
| Associated Banc-Corp | 373,411 | $59.1M | 2.17% | −3,521−0.9% | Reduced |
| Waters Parkerson & Co., LLC | 371,938 | $58.9M | 3.11% | −826−0.2% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 370,938 | $58.7M | 0.62% | −3,528−0.9% | Reduced |
| MAI Capital Management | 365,794 | $57.9M | 0.94% | +13,558+3.8% | Added |
| Fullerton Fund Management Co Ltd. | 365,389 | $57.9M | 2.90% | +365,389 | New |
| Washington Trust Co | 365,319 | $57.8M | 2.17% | −41,349−10.2% | Reduced |
| RMB Capital Management, LLC | 364,270 | $57.7M | 1.74% | −1,485−0.4% | Reduced |
| Synovus Financial Corp | 363,761 | $57.6M | 0.57% | +4,686+1.3% | Added |
| Brandes Investment Partners, LP | 357,833 | $56.7M | 1.24% | +2,956+0.8% | Added |
| InterOcean Capital Group, LLC | 356,271 | $56.4M | 2.47% | +14,014+4.1% | Added |
| Vaughan David Investments LLC | 353,597 | $56.0M | 1.64% | −270−0.1% | Reduced |
| TCTC Holdings, LLC | 353,534 | $56.0M | 2.39% | −699−0.2% | Reduced |
| Henshaw Capital LLC | 347,780 | $55.1M | 3.08% | +548+0.2% | Added |
| Colony Group LLC | 346,523 | $54.9M | 0.96% | −55,020−13.7% | Reduced |
| Todd Asset Management LLC | 345,664 | $54.7M | 1.18% | −16,996−4.7% | Reduced |
| Nan Shan Life Insurance Co., Ltd. | 344,390 | $54.5M | 0.83% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 340,415 | $53.9M | 0.40% | −94,335−21.7% | Reduced |
| Virginia Retirement Systems Et Al | 340,358 | $53.9M | 0.50% | +1000.0% | Added |
| Global Frontier Investments LLC | 339,000 | $53.7M | 20.27% | +94,000+38.4% | Added |
| Foundry Partners, LLC | 338,699 | $53.6M | 1.90% | +300+0.1% | Added |
| Border to Coast Pensions Partnership Ltd | 337,094 | $53.3M | 1.80% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 334,909 | $53.0M | 0.93% | +6,221+1.9% | Added |
| Principle Wealth Partners LLC | 334,689 | $53.0M | 5.56% | +910.0% | Added |
| Metropolitan Life Insurance Co | 334,638 | $53.0M | 0.72% | −16,502−4.7% | Reduced |
| Cambiar Investors LLC | 332,976 | $52.7M | 1.81% | −5,661−1.7% | Reduced |
| Conning Inc. | 330,622 | $52.3M | 1.39% | −16,334−4.7% | Reduced |
| Eastern Bank | 328,593 | $52.0M | 2.27% | +1,241+0.4% | Added |
| Smith Chas P & Associates Pa Cpas | 328,288 | $52.0M | 3.54% | +1,171+0.4% | Added |
| Osterweis Capital Management Inc | 328,211 | $52.0M | 2.60% | +2,295+0.7% | Added |
| Advisors Asset Management, Inc. | 328,023 | $51.9M | 0.74% | −36,065−9.9% | Reduced |
| Westwood Holdings Group Inc. | 327,513 | $51.9M | 0.47% | −4,810−1.4% | Reduced |
| Palladium Partners LLC | 323,193 | $51.2M | 2.09% | +4,045+1.3% | Added |
| Qube Research & Technologies Ltd | 322,724 | $51.1M | 0.39% | +320,360+13,551.6% | Added |
| Fiduciary Trust Co | 321,799 | $51.0M | 0.84% | +995+0.3% | Added |
| Locust Wood Capital Advisers, LLC | 320,636 | $50.8M | 2.86% | +4,502+1.4% | Added |
| Madison Asset Management, LLC | 320,621 | $50.8M | 0.67% | +3,737+1.2% | Added |
| Raymond James Trust N.A. | 315,660 | $50.0M | 1.49% | −5,247−1.6% | Reduced |
| Private Management Group Inc | 314,541 | $49.8M | 2.00% | −5,362−1.7% | Reduced |
| Wesbanco Bank Inc | 314,276 | $49.8M | 1.79% | −2,605−0.8% | Reduced |
| Hartford Investment Management Co | 312,994 | $49.6M | 1.14% | +20,871+7.1% | Added |
| Impax Asset Management Group plc | 312,166 | $49.4M | 0.18% | +8,007+2.6% | Added |
| Jupiter Asset Management Ltd | 308,132 | $48.8M | 0.54% | −92,835−23.2% | Reduced |
| Parsec Financial Management, Inc. | 306,923 | $48.6M | 2.01% | −3,163−1.0% | Reduced |
| Carnegie Capital Asset Management, LLC | 305,908 | $48.4M | 1.60% | −5,178−1.7% | Reduced |
| Donaldson Capital Management, LLC | 305,115 | $48.3M | 2.12% | +5,823+1.9% | Added |
| Ancora Advisors, LLC | 303,182 | $48.0M | 1.14% | +3,995+1.3% | Added |
| Glenview Trust Co | 302,090 | $47.8M | 1.58% | +2,267+0.8% | Added |
| Badgley Phelps Wealth Managers, LLC | 301,839 | $47.8M | 1.55% | +7,583+2.6% | Added |
| Smith Group Asset Management, LLC | 301,617 | $47.8M | 2.20% | −6,069−2.0% | Reduced |
| Beacon Investment Advisory Services, Inc. | 300,099 | $47.5M | 1.85% | +1,444+0.5% | Added |
| Natixis | 301,741 | $47.5M | 0.16% | −427,107−58.6% | Reduced |
| Nippon Life Global Investors Americas, Inc. | 297,160 | $47.1M | 2.22% | −12,630−4.1% | Reduced |
| Erste Asset Management GmbH | 295,094 | $46.8M | 0.84% | +5,608+1.9% | Added |
| Unigestion Holding SA | 294,528 | $46.6M | 1.90% | +292,616+15,304.2% | Added |
| Bridges Investment Management Inc | 294,284 | $46.6M | 1.36% | +4,768+1.6% | Added |
| Stephens Inc | 293,901 | $46.5M | 0.70% | −5,947−2.0% | Reduced |
| Payden & Rygel | 290,656 | $46.0M | 2.13% | +1,600+0.6% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 290,590 | $46.0M | 0.59% | −19,027−6.1% | Reduced |
| Roffman Miller Associates Inc | 289,268 | $45.8M | 3.10% | −2,480−0.9% | Reduced |