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 |
|---|---|---|---|---|---|
| Pacer Advisors, Inc. | 153,517 | $24.3M | 0.25% | −25,208−14.1% | Reduced |
| Blue Chip Partners, Inc. | 152,834 | $24.2M | 3.04% | +2,831+1.9% | Added |
| Squarepoint Ops LLC | 152,250 | $24.1M | 0.12% | −268,801−63.8% | Reduced |
| Vestor Capital, LLC | 152,162 | $24.1M | 2.30% | −105,819−41.0% | Reduced |
| Brewin Dolphin Ltd | 152,073 | $24.1M | 1.06% | −15,795−9.4% | Reduced |
| Tdam USA Inc. | 152,031 | $24.1M | 1.49% | +3,974+2.7% | Added |
| Allen Investment Management LLC | 151,653 | $24.0M | 0.30% | +141,302+1,365.1% | Added |
| Azimuth Capital Management LLC | 151,308 | $24.0M | 0.97% | −1,515−1.0% | Reduced |
| Manitou Investment Management Ltd. | 150,693 | $23.9M | 3.82% | +2,199+1.5% | Added |
| Acadian Asset Management LLC | 150,495 | $23.8M | 0.09% | +9,380+6.6% | Added |
| Wesleyan Assurance Society | 150,207 | $23.8M | 2.81% | 00.0% | Unchanged |
| Vancity Investment Management Ltd | 149,949 | $23.7M | 2.73% | +3,973+2.7% | Added |
| Neville Rodie & Shaw Inc | 148,793 | $23.6M | 1.67% | +1,700+1.2% | Added |
| Northwestern Mutual Investment Management Company, LLC | 148,250 | $23.5M | 0.45% | −1,536−1.0% | Reduced |
| Trust Co of Vermont | 146,788 | $23.2M | 1.47% | +2,092+1.4% | Added |
| Fukoku Mutual Life Insurance Co | 146,741 | $23.2M | 1.72% | +7,960+5.7% | Added |
| Grand Jean Capital Management Inc | 146,524 | $23.2M | 5.77% | +1,655+1.1% | Added |
| Rockland Trust Co | 146,304 | $23.2M | 1.48% | +367+0.3% | Added |
| First American Bank | 145,639 | $23.1M | 1.22% | +1,313+0.9% | Added |
| Private Asset Management Inc | 144,877 | $22.9M | 2.82% | −428−0.3% | Reduced |
| Bailard, Inc. | 144,390 | $22.9M | 0.73% | +4,200+3.0% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 144,392 | $22.9M | 1.45% | −29,600−17.0% | Reduced |
| SeaTown Holdings Pte. Ltd. | 143,740 | $22.8M | 1.23% | −103,000−41.7% | Reduced |
| Patten & Patten Inc | 142,523 | $22.6M | 1.56% | +77+0.1% | Added |
| Resources Management Corp | 142,393 | $22.5M | 2.93% | −2,485−1.7% | Reduced |
| Dixon Mitchell Investment Counsel Inc. | 142,230 | $22.5M | 1.40% | +7,009+5.2% | Added |
| Reilly Financial Advisors, LLC | 142,084 | $22.5M | 1.67% | −4,881−3.3% | Reduced |
| Parsons Capital Management Inc | 140,621 | $22.3M | 1.60% | −470.0% | Reduced |
| Easterly Investment Partners LLC | 140,522 | $22.3M | 1.62% | −5,343−3.7% | Reduced |
| James Investment Research Inc | 140,190 | $22.2M | 2.03% | −17,762−11.2% | Reduced |
| Narwhal Capital Management | 139,604 | $22.1M | 2.52% | −692−0.5% | Reduced |
| Banque Cantonale Vaudoise | 139,493 | $22.1M | 0.86% | +617+0.4% | Added |
| Cypress Capital Management LLC | 138,481 | $21.9M | 2.48% | +3,433+2.5% | Added |
| Bollard Group LLC | 138,110 | $21.9M | 0.70% | +355+0.3% | Added |
| Churchill Management Corp | 137,923 | $21.8M | 0.30% | +1,351+1.0% | Added |
| Courant Investment Management LLC | 136,592 | $21.6M | 17.47% | 00.0% | Unchanged |
| Absher Wealth Management, LLC | 135,343 | $21.4M | 3.59% | +728+0.5% | Added |
| Ulysses Management LLC | 135,000 | $21.4M | 3.69% | −6,500−4.6% | Reduced |
| O'Shaughnessy Asset Management, LLC | 134,546 | $21.3M | 0.38% | +16,268+13.8% | Added |
| BLB&B Advisors, LLC | 133,651 | $21.2M | 1.38% | −12,490−8.5% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 132,747 | $21.0M | 0.83% | −11,945−8.3% | Reduced |
| Bank of the West | 132,614 | $21.0M | 1.99% | −8,308−5.9% | Reduced |
| Noesis Capital Mangement Corp | 132,546 | $21.0M | 4.23% | −18,536−12.3% | Reduced |
| Logan Capital Management Inc | 132,483 | $21.0M | 0.91% | −5,182−3.8% | Reduced |
| Jones Financial Companies LLLP | 131,163 | $20.8M | 0.03% | +2,252+1.7% | Added |
| Gillson Capital LP | 130,342 | $20.6M | 1.34% | +130,342 | New |
| Focus Financial Network, Inc. | 130,252 | $20.6M | 3.02% | +4,330+3.4% | Added |
| Curi Capital | 129,421 | $20.5M | 3.54% | +127,568+6,884.4% | Added |
| Hi-Line Capital Management, LLC | 129,009 | $20.4M | 7.53% | +345+0.3% | Added |
| Cubist Systematic Strategies, LLC | 128,659 | $20.4M | 0.19% | +91,111+242.7% | Added |
| Ironvine Capital Partners, LLC | 128,564 | $20.4M | 2.09% | +2,414+1.9% | Added |
| Sigma Planning Corp | 128,436 | $20.3M | 0.57% | +2,907+2.3% | Added |
| Beach Investment Counsel Inc | 128,412 | $20.3M | 2.69% | −34,000−20.9% | Reduced |
| Atlantic Union Bankshares Corp | 127,993 | $20.3M | 1.72% | −885−0.7% | Reduced |
| Albion Financial Group | 127,868 | $20.2M | 1.60% | −1,785−1.4% | Reduced |
| Middleton & Co Inc | 127,842 | $20.2M | 1.97% | −610.0% | Reduced |
| Advisor Partners LLC | 127,589 | $20.2M | 1.22% | +432+0.3% | Added |
| Paloma Partners Management Co | 127,532 | $20.2M | 0.64% | +118,132+1,256.7% | Added |
| Moors & Cabot, Inc. | 127,424 | $20.2M | 1.24% | +2,844+2.3% | Added |
| Verity & Verity, LLC | 127,332 | $20.2M | 2.88% | −450.0% | Reduced |
| Regentatlantic Capital LLC | 126,966 | $20.1M | 0.56% | +3,005+2.4% | Added |
| Dakota Wealth Management | 126,505 | $20.0M | 2.11% | +3,873+3.2% | Added |
| Kanawha Capital Management LLC | 126,501 | $20.0M | 1.69% | −1,155−0.9% | Reduced |
| Callahan Advisors, LLC | 126,420 | $20.0M | 2.25% | +1,761+1.4% | Added |
| Forbes J M & Co LLP | 126,049 | $20.0M | 2.29% | +775+0.6% | Added |
| Avantax Advisory Services, Inc. | 125,416 | $19.9M | 0.30% | +7,911+6.7% | Added |
| United Asset Strategies, Inc. | 125,230 | $19.8M | 2.36% | +1,449+1.2% | Added |
| Stillwater Capital Advisors, LLC | 125,150 | $19.8M | 3.02% | −2,132−1.7% | Reduced |
| Osborne Partners Capital Management, LLC | 125,005 | $19.8M | 1.44% | +1,668+1.4% | Added |
| Tufton Capital Management | 124,976 | $19.8M | 3.04% | −351−0.3% | Reduced |
| Norinchukin Bank, The | 123,988 | $19.6M | 0.25% | −5,254−4.1% | Reduced |
| Thompson Siegel & Walmsley LLC | 123,194 | $19.5M | 0.27% | −555−0.4% | Reduced |
| Cantor Fitzgerald Investment Adviser L.P. | 122,786 | $19.4M | 1.18% | −1,155−0.9% | Reduced |
| Maryland Capital Management | 122,153 | $19.3M | 1.05% | +4,889+4.2% | Added |
| Alley Co LLC | 121,284 | $19.2M | 3.05% | +2,040+1.7% | Added |
| Rbo & Co LLC | 120,849 | $19.1M | 3.01% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 120,199 | $19.0M | 0.76% | +5,932+5.2% | Added |
| Liontrust Investment Partners LLP | 120,000 | $19.0M | 0.23% | +7,000+6.2% | Added |
| Birch Hill Investment Advisors LLC | 119,780 | $19.0M | 0.94% | −150.0% | Reduced |
| Cabot Wealth Management Inc | 119,746 | $19.0M | 2.40% | +3,079+2.6% | Added |
| Rempart Asset Management Inc. | 119,579 | $18.9M | 3.59% | −2,250−1.8% | Reduced |
| Osher Van de Voorde Investment Management | 119,575 | $18.9M | 4.19% | +2,831+2.4% | Added |
| Lockheed Martin Investment Management Co | 118,820 | $18.8M | 1.01% | +29,000+32.3% | Added |
| Stonebridge Capital Advisors LLC | 118,602 | $18.8M | 2.07% | +2,879+2.5% | Added |
| CSM Advisors, LLC | 118,390 | $18.8M | 1.26% | −370−0.3% | Reduced |
| Financial Partners Capital Management LLC | 117,888 | $18.7M | 3.31% | −1,435−1.2% | Reduced |
| Linscomb & Williams, Inc. | 117,835 | $18.7M | 0.89% | +855+0.7% | Added |
| Guardian Capital Advisors LP | 110,451 | $18.6M | 1.79% | −857−0.8% | Reduced |
| Motco | 116,654 | $18.5M | 1.14% | −1,433−1.2% | Reduced |
| Overbrook Management Corp | 115,937 | $18.4M | 3.70% | +277+0.2% | Added |
| DuPont Capital Management Corp | 115,748 | $18.3M | 0.65% | −59,799−34.1% | Reduced |
| Laurion Capital Management LP | 115,339 | $18.3M | 0.31% | −29,142−20.2% | Reduced |
| First Long Island Investors, LLC | 115,338 | $18.3M | 1.43% | +749+0.7% | Added |
| Steigerwald, Gordon & Koch Inc. | 115,325 | $18.3M | 2.75% | +1,377+1.2% | Added |
| Norris Perne & French LLP | 114,450 | $18.1M | 1.41% | +2,182+1.9% | Added |
| Endurance Wealth Management, Inc. | 114,041 | $18.1M | 1.94% | −1,250−1.1% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 113,719 | $18.0M | 1.25% | +4,250+3.9% | Added |
| Waratah Capital Advisors Ltd. | 113,402 | $18.0M | 0.83% | −45,078−28.4% | Reduced |
| Bourgeon Capital Management LLC | 113,387 | $18.0M | 3.70% | −2,620−2.3% | Reduced |
| Ossiam | 113,345 | $17.9M | 0.47% | −9,631−7.8% | Reduced |