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
- 3,595
- +410 vs. Q3 2021
- Shares held
- 2.09B
- +282.5K (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
- 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 | 5,103 | $572.1B |
| Q4 2025 | 5,155 | $639.5B |
| Q3 2025 | 4,766 | $618.0B |
| Q2 2025 | 4,753 | $582.4B |
| Q1 2025 | 4,680 | $494.6B |
| Q4 2024 | 4,680 | $490.0B |
| Q3 2024 | 4,216 | $429.4B |
| Q2 2024 | 4,182 | $416.2B |
| Q1 2024 | 4,121 | $414.5B |
| Q4 2023 | 4,002 | $351.8B |
| Q3 2023 | 3,711 | $297.0B |
| Q2 2023 | 3,673 | $297.6B |
| Q1 2023 | 3,613 | $266.3B |
| Q4 2022 | 3,629 | $278.3B |
| Q3 2022 | 3,396 | $212.9B |
| Q2 2022 | 3,428 | $229.3B |
| Q1 2022 | 3,520 | $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 |
|---|---|---|---|---|---|
| North Star Investment Management Corp. | 287,881 | $45.6M | 3.19% | +14,422+5.3% | Added |
| Daiwa Securities Group Inc. | 287,371 | $45.5M | 0.27% | +41,765+17.0% | Added |
| Capital Advisors Inc | 286,818 | $45.4M | 1.22% | +8,482+3.0% | Added |
| Moody Lynn & Lieberson, LLC | 285,014 | $45.1M | 3.03% | +1,724+0.6% | Added |
| Massmutual Trust Co FSB | 284,996 | $45.1M | 1.68% | +8,096+2.9% | Added |
| Advisors Capital Management, LLC | 279,809 | $44.3M | 1.20% | +14,345+5.4% | Added |
| South Dakota Investment Council | 277,999 | $44.0M | 0.74% | −12,810−4.4% | Reduced |
| Candriam Luxembourg S.C.A. | 276,400 | $43.8M | 0.28% | −21,834−7.3% | Reduced |
| Industrial Alliance Investment Management Inc. | 274,823 | $43.5M | 1.00% | +274,823 | New |
| ZWJ Investment Counsel Inc | 274,592 | $43.5M | 2.23% | −2,270−0.8% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 274,095 | $43.4M | 0.56% | +274,095 | New |
| WestEnd Advisors, LLC | 273,365 | $43.3M | 1.18% | – | – |
| Whittier Trust Co of Nevada Inc | 272,709 | $43.2M | 1.58% | +7,872+3.0% | Added |
| Vantage Investment Partners, LLC | 269,758 | $42.7M | 2.18% | +8,568+3.3% | Added |
| Bryn Mawr Trust Co | 268,860 | $42.6M | 1.53% | −7,584−2.7% | Reduced |
| First National Bank of Omaha | 268,743 | $42.6M | 2.04% | −6,121−2.2% | Reduced |
| Vigilant Capital Management, LLC | 268,643 | $42.5M | 2.98% | +39,622+17.3% | Added |
| Mercer Global Advisors Inc | 268,231 | $42.5M | 0.26% | +20,099+8.1% | Added |
| Giverny Capital Inc.SuperinvestorGiverny Capital | 267,287 | $42.3M | 2.26% | −114,483−30.0% | Reduced |
| Alpha Cubed Investments, LLC | 266,955 | $42.3M | 2.77% | +8,726+3.4% | Added |
| Braun Stacey Associates Inc | 266,645 | $42.2M | 1.54% | +3,715+1.4% | Added |
| Tower Research Capital LLC (TRC) | 266,609 | $42.2M | 0.73% | +193,194+263.2% | Added |
| Flputnam Investment Management Co | 265,924 | $42.1M | 1.29% | +9,673+3.8% | Added |
| Capital International Ltd | 265,474 | $42.0M | 2.14% | +1,028+0.4% | Added |
| ArrowMark Colorado Holdings LLC | 263,589 | $41.7M | 0.34% | −1,400−0.5% | Reduced |
| Bridgewater Associates, LP | 263,049 | $41.7M | 0.24% | −361,008−57.8% | Reduced |
| Penserra Capital Management LLC | 260,292 | $41.2M | 0.88% | +104,245+66.8% | Added |
| Chilton Capital Management LLC | 259,056 | $41.0M | 2.10% | +4,038+1.6% | Added |
| Nexus Investment Management ULC | 258,487 | $40.9M | 4.16% | −4,010−1.5% | Reduced |
| Gillespie Robinson & Grimm Inc | 257,966 | $40.8M | 3.18% | +2,988+1.2% | Added |
| First Manhattan Co | 257,343 | $40.8M | 0.13% | +9,896+4.0% | Added |
| Cornerstone Advisors, LLC | 257,000 | $40.7M | 2.21% | 00.0% | Unchanged |
| Campbell Newman Asset Management Inc | 255,876 | $40.5M | 3.61% | +817+0.3% | Added |
| Taurus Asset Management, LLC | 254,654 | $40.3M | 3.80% | +3,553+1.4% | Added |
| Xponance, Inc. | 253,067 | $40.1M | 0.63% | +38,808+18.1% | Added |
| Signature Estate & Investment Advisors LLC | 252,565 | $40.0M | 1.79% | +187,351+287.3% | Added |
| Baskin Financial Services Inc. | 250,460 | $39.7M | 3.16% | +8,383+3.5% | Added |
| Securian Asset Management, Inc | 249,201 | $39.5M | 0.73% | −131−0.1% | Reduced |
| Sabal Trust CO | 248,963 | $39.4M | 2.50% | −1,360−0.5% | Reduced |
| Chartwell Investment Partners, LLC | 247,834 | $39.2M | 1.14% | −20,179−7.5% | Reduced |
| Busey Wealth Management | 247,405 | $39.2M | 1.48% | −6,443−2.5% | Reduced |
| PM Capital Ltd | 246,978 | $39.1M | 7.47% | −10,000−3.9% | Reduced |
| Polar Capital Holdings Plc | 244,968 | $38.8M | 0.20% | +20,293+9.0% | Added |
| Mairs & Power Inc | 243,681 | $38.6M | 0.36% | +21,619+9.7% | Added |
| Meyer Handelman Co | 243,630 | $38.6M | 1.44% | −5,272−2.1% | Reduced |
| Argent Trust Co | 243,231 | $38.5M | 2.25% | −698−0.3% | Reduced |
| Crestwood Advisors Group LLC | 243,026 | $38.5M | 1.00% | −1,148−0.5% | Reduced |
| Fishman Jay A Ltd | 240,239 | $38.0M | 4.06% | +4,891+2.1% | Added |
| NS Partners Ltd | 240,154 | $38.0M | 1.78% | −1,220−0.5% | Reduced |
| Levin Capital Strategies, L.P. | 239,867 | $38.0M | 3.56% | −4,753−1.9% | Reduced |
| Anchor Capital Advisors LLC | 239,657 | $38.0M | 0.75% | −9,345−3.8% | Reduced |
| Barr E S & Co | 239,111 | $37.9M | 2.52% | +4,022+1.7% | Added |
| Spears Abacus Advisors LLC | 237,280 | $37.6M | 2.54% | +923+0.4% | Added |
| First National Trust Co | 237,053 | $37.5M | 1.97% | +9,559+4.2% | Added |
| Shell Asset Management Co | 236,534 | $37.5M | 0.77% | −51,493−17.9% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 235,141 | $37.2M | 1.37% | +8,716+3.8% | Added |
| Private Wealth Partners, LLC | 234,675 | $37.2M | 3.14% | −639−0.3% | Reduced |
| Stock Yards Bank & Trust Co | 233,171 | $36.9M | 1.94% | +12,431+5.6% | Added |
| Stratos Wealth Partners, LTD. | 232,341 | $36.8M | 0.81% | +5,647+2.5% | Added |
| HBK Sorce Advisory LLC | 231,781 | $36.7M | 1.86% | +2,327+1.0% | Added |
| Allstate Corp | 231,368 | $36.6M | 0.70% | +153,241+196.1% | Added |
| Cetera Investment Advisers | 230,239 | $36.5M | 0.52% | +5,593+2.5% | Added |
| Central Securities Corp | 230,000 | $36.4M | 3.62% | 00.0% | Unchanged |
| Spire Wealth Management | 228,926 | $36.3M | 0.80% | +28,233+14.1% | Added |
| Gradient Investments LLC | 228,751 | $36.2M | 0.92% | +9,720+4.4% | Added |
| Johnson Investment Counsel Inc | 228,038 | $36.1M | 0.44% | +17,602+8.4% | Added |
| National Mutual Insurance Federation of Agricultural Cooperatives | 227,900 | $36.1M | 0.29% | 00.0% | Unchanged |
| Cumberland Partners Ltd | 227,598 | $36.0M | 2.53% | −18,950−7.7% | Reduced |
| Franklin Street Advisors Inc | 225,809 | $35.8M | 2.70% | −3,274−1.4% | Reduced |
| Maryland State Retirement & Pension System | 225,296 | $35.7M | 0.93% | −1,184−0.5% | Reduced |
| Elo Mutual Pension Insurance Co | 224,890 | $35.6M | 0.98% | +14,084+6.7% | Added |
| Man Group plc | 223,005 | $35.3M | 0.11% | +77,219+53.0% | Added |
| Clifford Swan Investment Counsel LLC | 222,880 | $35.3M | 1.24% | −1,413−0.6% | Reduced |
| Brinker Capital Investments, LLC | 222,235 | $35.2M | 0.51% | +36,797+19.8% | Added |
| Capital International Sarl | 221,751 | $35.1M | 1.67% | +106,391+92.2% | Added |
| Schwerin Boyle Capital Management Inc | 221,026 | $35.0M | 2.84% | −1,509−0.7% | Reduced |
| Cetera Advisor Networks LLC | 220,239 | $34.9M | 0.43% | +5,556+2.6% | Added |
| Highland Capital Management, LLC | 219,439 | $34.7M | 1.97% | −1,438−0.7% | Reduced |
| Roosevelt Investment Group LLC | 218,304 | $34.6M | 1.91% | +6,533+3.1% | Added |
| Markel Group Inc.SuperinvestorMarkel Group | 216,550 | $34.3M | 0.39% | 00.0% | Unchanged |
| Hancock Whitney Corp | 216,086 | $34.2M | 1.08% | +1,105+0.5% | Added |
| Matrix Asset Advisors Inc | 215,682 | $34.2M | 4.44% | +459+0.2% | Added |
| PFS Investments Inc. | 215,053 | $34.1M | 0.66% | +22,171+11.5% | Added |
| Klingenstein Fields & Co LP | 214,574 | $34.0M | 1.37% | −4,241−1.9% | Reduced |
| Heritage Investors Management Corp | 214,454 | $34.0M | 1.32% | −1,819−0.8% | Reduced |
| Northeast Investment Management | 214,343 | $33.9M | 1.66% | +620+0.3% | Added |
| Dana Investment Advisors, Inc. | 214,282 | $33.9M | 1.47% | −12,091−5.3% | Reduced |
| Venture Visionary Partners LLC | 213,480 | $33.8M | 2.20% | +2,051+1.0% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 213,308 | $33.8M | 0.11% | +14,193+7.1% | Added |
| Covington Capital Management | 213,026 | $33.7M | 1.16% | −536−0.3% | Reduced |
| Ingalls & Snyder LLC | 212,645 | $33.7M | 1.53% | −12,098−5.4% | Reduced |
| Howard Capital Management Group, LLC | 211,756 | $33.5M | 2.77% | −1,420−0.7% | Reduced |
| Oak Associates, Ltd | 211,745 | $33.5M | 1.79% | −1,451−0.7% | Reduced |
| Front Barnett Associates LLC | 210,656 | $33.4M | 3.13% | −3,390−1.6% | Reduced |
| AE Wealth Management LLC | 209,669 | $33.2M | 0.23% | −17,429−7.7% | Reduced |
| Chesley Taft & Associates LLC | 209,553 | $33.2M | 1.72% | +2,284+1.1% | Added |
| Crossmark Global Holdings, Inc. | 208,997 | $33.1M | 0.72% | +10,188+5.1% | Added |
| Stewart & Patten Co LLC | 208,794 | $33.1M | 4.94% | −6,147−2.9% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 206,802 | $32.9M | 2.34% | +206,802 | New |
| Ruffer LLP | 202,728 | $32.9M | 0.79% | −28,703−12.4% | Reduced |