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
- +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 | 5,157 | $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 |
|---|---|---|---|---|---|
| Eagle Global Advisors LLC | 207,176 | $32.8M | 2.07% | −3,092−1.5% | Reduced |
| First Foundation Advisors | 206,940 | $32.8M | 1.13% | −2,639−1.3% | Reduced |
| Estabrook Capital Management | 206,399 | $32.7M | 4.64% | −2,819−1.3% | Reduced |
| Wealthfront Advisers LLC | 204,126 | $32.3M | 0.14% | +5,206+2.6% | Added |
| Pictet & Cie (Europe) SA | 203,110 | $32.2M | 1.10% | 00.0% | Unchanged |
| Bank of Nova Scotia Trust Co | 202,779 | $32.1M | 2.78% | −2,554−1.2% | Reduced |
| MMBG Investment Advisors Co. | 200,910 | $31.8M | 3.06% | +200,910 | New |
| St Germain D J Co Inc | 200,891 | $31.8M | 1.75% | −4,114−2.0% | Reduced |
| Shufro Rose & Co LLC | 200,657 | $31.8M | 2.30% | −394−0.2% | Reduced |
| Galvin, Gaustad & Stein, LLC | 200,581 | $31.8M | 2.74% | −1,074−0.5% | Reduced |
| Ziegler Capital Management, LLC | 200,469 | $31.7M | 1.14% | −25,958−11.5% | Reduced |
| First Horizon Advisors, Inc. | 199,565 | $31.6M | 0.95% | −1,373−0.7% | Reduced |
| Mill Capital Management, LLC | 198,920 | $31.5M | 3.23% | +198,920 | New |
| Salem Investment Counselors Inc | 197,515 | $31.3M | 1.09% | +4,220+2.2% | Added |
| Smith, Salley & Associates | 196,399 | $31.1M | 2.20% | −1,389−0.7% | Reduced |
| Silvercrest Asset Management Group LLC | 196,144 | $31.1M | 0.20% | +3,331+1.7% | Added |
| Main Street Research LLC | 193,196 | $30.6M | 2.36% | +9,959+5.4% | Added |
| Itau Unibanco Holding S.A. | 192,243 | $30.5M | 1.04% | +192,243 | New |
| SG Americas Securities, LLC | 191,993 | $30.4M | 0.20% | +83,170+76.4% | Added |
| Jane Street Group, LLC | 191,333 | $30.3M | 0.06% | −221,787−53.7% | Reduced |
| HRT Financial LP | 190,637 | $30.2M | 0.17% | −227,183−54.4% | Reduced |
| Adams Diversified Equity Fund, Inc. | 190,500 | $30.2M | 1.14% | 00.0% | Unchanged |
| Palisade Capital Management LLC | 190,498 | $30.2M | 0.61% | +3,650+2.0% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 190,143 | $30.1M | 0.40% | +9,985+5.5% | Added |
| Achmea Investment Management B.V. | 189,983 | $30.1M | 1.43% | −11,736−5.8% | Reduced |
| Sit Investment Associates Inc | 189,906 | $30.1M | 0.71% | +6,095+3.3% | Added |
| LaFleur & Godfrey LLC | 189,328 | $30.0M | 3.84% | +2,272+1.2% | Added |
| Oakworth Capital, Inc. | 188,177 | $29.8M | 2.53% | +5,373+2.9% | Added |
| Cetera Advisors LLC | 187,906 | $29.8M | 0.60% | −13,396−6.7% | Reduced |
| Janney Capital Management LLC | 187,011 | $29.6M | 1.93% | −2,587−1.4% | Reduced |
| Ninety One UK Ltd | 186,738 | $29.6M | 0.07% | −138,283−42.5% | Reduced |
| Central Trust Co | 185,823 | $29.4M | 0.83% | +1,495+0.8% | Added |
| Veritable, L.P. | 185,754 | $29.4M | 0.44% | −614−0.3% | Reduced |
| Louisiana State Employees Retirement System | 185,200 | $29.3M | 0.64% | −800−0.4% | Reduced |
| Beacon Pointe Advisors, LLC | 184,814 | $29.3M | 0.76% | −61,374−24.9% | Reduced |
| Voloridge Investment Management, LLC | 184,583 | $29.2M | 0.16% | +166,758+935.5% | Added |
| Bridgeway Capital Management, LLC | 183,945 | $29.1M | 0.54% | −43,900−19.3% | Reduced |
| Community Trust & Investment Co | 183,649 | $29.1M | 2.24% | +1,461+0.8% | Added |
| Citizens Financial Group Inc | 183,574 | $29.1M | 0.98% | −2,832−1.5% | Reduced |
| Vontobel Holding Ltd. | 183,312 | $29.1M | 0.24% | +25,758+16.3% | Added |
| Atria Investments LLC | 183,071 | $29.0M | 0.52% | +16,816+10.1% | Added |
| New Mexico Educational Retirement Board | 182,550 | $28.9M | 0.97% | −15,600−7.9% | Reduced |
| FineMark National Bank & Trust | 181,922 | $28.8M | 1.10% | +2,403+1.3% | Added |
| Ieq Capital, LLC | 181,911 | $28.8M | 0.67% | +3,681+2.1% | Added |
| Omers Administration Corp | 181,464 | $28.7M | 0.37% | +72,900+67.1% | Added |
| Morningstar Investment Services LLC | 180,476 | $28.6M | 0.32% | −2,045−1.1% | Reduced |
| Tower Bridge Advisors | 180,369 | $28.6M | 1.75% | +504+0.3% | Added |
| Hyman Charles D | 180,142 | $28.5M | 1.81% | +452+0.3% | Added |
| Kentucky Retirement Systems | 180,052 | $28.5M | 1.16% | +6,491+3.7% | Added |
| Sandy Spring Bank | 179,528 | $28.4M | 1.36% | +2,258+1.3% | Added |
| American Assets Investment Management, LLC | 177,600 | $28.1M | 3.03% | 00.0% | Unchanged |
| Congress Asset Management Co | 176,773 | $28.0M | 0.21% | −18,988−9.7% | Reduced |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 175,990 | $27.9M | 1.83% | 00.0% | Unchanged |
| Howe & Rusling Inc | 175,706 | $27.8M | 3.26% | +4,169+2.4% | Added |
| Randolph Co Inc | 175,202 | $27.7M | 3.35% | −327−0.2% | Reduced |
| Cardinal Capital Management, Inc. | 175,116 | $27.7M | 1.29% | +966+0.6% | Added |
| Wade G W & Inc | 174,740 | $27.7M | 1.20% | +1,309+0.8% | Added |
| Thomasville National Bank | 173,222 | $27.4M | 2.62% | +394+0.2% | Added |
| Kingsview Wealth Management, LLC | 172,456 | $27.3M | 1.15% | +5,110+3.1% | Added |
| Wharton Business Group, LLC | 171,896 | $27.2M | 1.68% | +4,435+2.6% | Added |
| Illinois Municipal Retirement Fund | 171,893 | $27.2M | 0.76% | +60,372+54.1% | Added |
| Aristotle Atlantic Partners, LLC | 171,768 | $27.2M | 1.58% | +15,671+10.0% | Added |
| Appleton Partners Inc | 169,942 | $26.9M | 2.03% | +2,372+1.4% | Added |
| KCM Investment Advisors LLC | 169,917 | $26.9M | 0.94% | +3,306+2.0% | Added |
| Old National Bancorp | 169,495 | $26.8M | 0.96% | −17,924−9.6% | Reduced |
| BTR Capital Management Inc | 169,482 | $26.8M | 3.03% | −90−0.1% | Reduced |
| Maple Capital Management, Inc. | 169,201 | $26.8M | 2.92% | +7,743+4.8% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 168,858 | $26.7M | 1.97% | −3,003−1.7% | Reduced |
| Baker Avenue Asset Management, LP | 168,050 | $26.6M | 1.36% | −4,027−2.3% | Reduced |
| Doyle Wealth Management | 167,344 | $26.5M | 1.90% | +160.0% | Added |
| Exane Asset Management | 167,254 | $26.5M | 6.91% | +167,254 | New |
| Lowe Brockenbrough & Co Inc | 166,929 | $26.4M | 1.93% | +17,888+12.0% | Added |
| Congress Wealth Management LLC | 166,551 | $26.4M | 0.53% | +166,551 | New |
| Northeast Financial Consultants Inc | 165,518 | $26.2M | 1.58% | +1,419+0.9% | Added |
| Arvest Trust Co N A | 165,018 | $26.1M | 1.38% | +165,018 | New |
| Marco Investment Management LLC | 164,492 | $26.0M | 2.56% | +2,275+1.4% | Added |
| McDonald Capital Investors Inc | 163,769 | $25.9M | 1.82% | −4,813−2.9% | Reduced |
| Cresset Asset Management, LLC | 163,543 | $25.9M | 0.25% | −1,983−1.2% | Reduced |
| Carret Asset Management, LLC | 162,709 | $25.8M | 2.85% | −2,205−1.3% | Reduced |
| Destination Wealth Management | 162,667 | $25.8M | 0.91% | +2,293+1.4% | Added |
| Wilsey Asset Management Inc | 161,348 | $25.5M | 5.79% | +1,956+1.2% | Added |
| Abner Herrman & Brock LLC | 160,286 | $25.4M | 3.31% | −2,176−1.3% | Reduced |
| Kiwi Wealth Investments Limited Partnership | 160,147 | $25.4M | 1.20% | +20,550+14.7% | Added |
| Tocqueville Asset Management L.P. | 160,128 | $25.4M | 0.35% | +195+0.1% | Added |
| First Fiduciary Investment Counsel, Inc. | 159,613 | $25.3M | 4.49% | −2,516−1.6% | Reduced |
| Rothschild Investment Corp | 159,429 | $25.2M | 1.96% | −665−0.4% | Reduced |
| Willis Investment Counsel | 159,271 | $25.2M | 1.33% | +7,968+5.3% | Added |
| FDx Advisors, Inc. | 159,151 | $25.2M | 0.70% | +8,345+5.5% | Added |
| Hosking Partners LLP | 158,875 | $25.2M | 0.61% | −3,011−1.9% | Reduced |
| Capital Investment Advisors, LLC | 157,624 | $25.0M | 0.76% | +7,660+5.1% | Added |
| Foster Dykema Cabot & Co Inc | 156,680 | $24.8M | 2.80% | +5,530+3.7% | Added |
| Banque Pictet & Cie SA | 156,302 | $24.8M | 0.18% | +29,103+22.9% | Added |
| Independent Advisor Alliance | 156,068 | $24.7M | 1.22% | +2,111+1.4% | Added |
| Two Sigma Investments, LP | 155,819 | $24.7M | 0.06% | +155,819 | New |
| Cullinan Associates Inc | 155,721 | $24.7M | 1.26% | +18,796+13.7% | Added |
| Villere St Denis J & Co LLC | 155,356 | $24.6M | 1.41% | −1,451−0.9% | Reduced |
| Lido Advisors, LLC | 155,167 | $24.6M | 0.47% | +10,892+7.5% | Added |
| South State Corp. | 154,638 | $24.5M | 1.91% | −2,302−1.5% | Reduced |
| Farmers & Merchants Investments Inc | 154,248 | $24.4M | 0.91% | +4,666+3.1% | Added |
| Kemnay Advisory Services Inc. | 153,947 | $24.4M | 3.42% | +31,447+25.7% | Added |