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 |
|---|---|---|---|---|---|
| Webster Bank, N. A. | 112,973 | $17.9M | 1.85% | −1,955−1.7% | Reduced |
| MSD Partners, L.P. | 112,500 | $17.8M | 0.22% | +75,000+200.0% | Added |
| J.P. Marvel Investment Advisors, LLC | 111,891 | $17.7M | 3.46% | −80−0.1% | Reduced |
| Drexel Morgan & Co. | 111,606 | $17.7M | 5.11% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 111,527 | $17.7M | 0.85% | +5,995+5.7% | Added |
| Ashburton (Jersey) Ltd | 111,404 | $17.6M | 7.39% | −470.0% | Reduced |
| Prospera Financial Services Inc | 111,325 | $17.6M | 0.76% | +15,056+15.6% | Added |
| Worldquant Millennium Advisors LLC | 111,031 | $17.6M | 0.35% | +66,405+148.8% | Added |
| Pictet North America Advisors SA | 110,923 | $17.6M | 1.73% | +850+0.8% | Added |
| MainStreet Investment Advisors LLC | 110,696 | $17.5M | 1.53% | −743−0.7% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 110,642 | $17.5M | 1.41% | +2,457+2.3% | Added |
| Fort Pitt Capital Group, LLC | 110,317 | $17.5M | 0.63% | +14,489+15.1% | Added |
| Grassi Investment Management | 110,000 | $17.4M | 1.76% | −480.0% | Reduced |
| Meridian Wealth Management, LLC | 109,657 | $17.4M | 1.85% | +2,044+1.9% | Added |
| Aptus Capital Advisors, LLC | 109,202 | $17.3M | 0.59% | +12,444+12.9% | Added |
| Torray LLC | 108,599 | $17.2M | 2.54% | −6,003−5.2% | Reduced |
| Culbertson A N & Co Inc | 108,592 | $17.2M | 3.24% | −1,213−1.1% | Reduced |
| KMG Fiduciary Partners, LLC | 108,327 | $17.2M | 2.65% | +2,784+2.6% | Added |
| Gluskin Sheff & Assoc Inc | 108,243 | $17.1M | 0.71% | −6,481−5.6% | Reduced |
| Northwest & Ethical Investments L.P. | 107,528 | $17.0M | 0.50% | −10,199−8.7% | Reduced |
| Freemont Management S.A. | 107,400 | $17.0M | 4.47% | 00.0% | Unchanged |
| Rothschild Capital Partners, LLC | 107,326 | $17.0M | 5.07% | +2,193+2.1% | Added |
| Myriad Asset Management Ltd. | 107,055 | $17.0M | 1.85% | +5,800+5.7% | Added |
| Adell Harriman & Carpenter Inc | 107,001 | $16.9M | 1.57% | +1,348+1.3% | Added |
| National Asset Management, Inc. | 106,865 | $16.9M | 0.49% | −2,522−2.3% | Reduced |
| Dearborn Partners LLC | 106,728 | $16.9M | 0.61% | −1,192−1.1% | Reduced |
| Amica Mutual Insurance Co | 106,543 | $16.9M | 1.43% | 00.0% | Unchanged |
| Canandaigua National Corp | 106,394 | $16.8M | 2.49% | +654+0.6% | Added |
| Montag A & Associates Inc | 105,568 | $16.7M | 0.82% | +2,267+2.2% | Added |
| Corient Capital Partners, LLC | 105,375 | $16.7M | 1.11% | −126−0.1% | Reduced |
| EFG Asset Management (Americas) Corp. | 104,980 | $16.7M | 2.80% | +420+0.4% | Added |
| Matthew 25 Management Corp | 105,000 | $16.6M | 4.43% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 104,700 | $16.6M | 0.48% | +6,835+7.0% | Added |
| Alpine Woods Capital Investors, LLC | 104,347 | $16.5M | 1.63% | +1,841+1.8% | Added |
| NBT Bank N A | 104,236 | $16.5M | 2.12% | −1,807−1.7% | Reduced |
| Eagle Rock Investment Company, LLC | 104,237 | $16.5M | 3.16% | +104,237 | New |
| United Bank | 104,226 | $16.5M | 2.03% | −400−0.4% | Reduced |
| Novare Capital Management LLC | 103,744 | $16.4M | 1.67% | −127−0.1% | Reduced |
| Kings Point Capital Management | 103,224 | $16.3M | 1.35% | −422−0.4% | Reduced |
| Baxter Bros Inc | 102,975 | $16.3M | 2.36% | +207+0.2% | Added |
| Texas Yale Capital Corp. | 102,845 | $16.3M | 0.83% | −254−0.2% | Reduced |
| Colonial Trust Advisors | 102,679 | $16.3M | 1.82% | −759−0.7% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 102,378 | $16.2M | 2.38% | −274−0.3% | Reduced |
| Equitable Holdings, Inc. | 102,376 | $16.2M | 0.26% | +6,364+6.6% | Added |
| Valeo Financial Advisors, LLC | 126,584 | $16.2M | 0.88% | −503−0.4% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 102,162 | $16.2M | 1.00% | +2,071+2.1% | Added |
| Socorro Asset Management LP | 101,603 | $16.1M | 4.59% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 101,035 | $16.0M | 1.39% | +290.0% | Added |
| Waverton Investment Management Ltd | 100,515 | $15.9M | 0.50% | +100,515 | New |
| Wallington Asset Management, LLC | 100,237 | $15.9M | 2.42% | +461+0.5% | Added |
| Fiduciary Group LLC | 100,029 | $15.8M | 1.76% | +977+1.0% | Added |
| Guardian Point Capital, LP | 100,000 | $15.8M | 3.67% | 00.0% | Unchanged |
| Murphy Capital Management Inc | 99,863 | $15.8M | 1.70% | −340−0.3% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 99,386 | $15.7M | 1.99% | −387−0.4% | Reduced |
| CCM Investment Advisers LLC | 99,325 | $15.7M | 1.91% | +7,234+7.9% | Added |
| First Financial Bank - Trust Division | 98,321 | $15.6M | 1.57% | −1,202−1.2% | Reduced |
| Addenda Capital Inc. | 97,956 | $15.5M | 0.67% | +2,149+2.2% | Added |
| NorthCrest Asset Manangement, LLC | 97,924 | $15.5M | 0.85% | +97,924 | New |
| Yarbrough Capital, LLC | 97,875 | $15.5M | 0.83% | +97,875 | New |
| Anderson Hoagland & Co | 106,568 | $15.4M | 2.02% | +1,231+1.2% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 97,207 | $15.4M | 0.54% | +3,536+3.8% | Added |
| Advisory Services Network, LLC | 96,973 | $15.4M | 0.44% | +583+0.6% | Added |
| River & Mercantile Asset Management LLP | 96,887 | $15.3M | 1.20% | +10,503+12.2% | Added |
| We Are One Seven, LLC | 96,833 | $15.3M | 1.59% | +31,792+48.9% | Added |
| Penobscot Investment Management Company, Inc. | 96,446 | $15.3M | 2.06% | −185−0.2% | Reduced |
| New England Asset Management Inc | 96,427 | $15.3M | 0.23% | +4,675+5.1% | Added |
| Washington Trust Bank | 96,307 | $15.3M | 1.47% | +459+0.5% | Added |
| Brookstone Capital Management | 91,106 | $15.2M | 0.26% | +18,513+25.5% | Added |
| TruWealth Advisors, LLC | 96,152 | $15.2M | 1.54% | +4,181+4.5% | Added |
| Mitchell Sinkler & Starr | 95,927 | $15.2M | 4.51% | +87,942+1,101.3% | Added |
| Gemsstock Limited | 95,800 | $15.2M | 5.82% | +24,300+34.0% | Added |
| BTC Capital Management, Inc. | 95,444 | $15.1M | 1.49% | +103+0.1% | Added |
| Edge Capital Group, LLC | 95,283 | $15.1M | 1.07% | −38,809−28.9% | Reduced |
| Twin Capital Management Inc | 95,105 | $15.1M | 1.51% | −6,546−6.4% | Reduced |
| Credit Agricole S A | 95,028 | $15.0M | 0.50% | −2,724−2.8% | Reduced |
| EULAV Asset Management | 95,000 | $15.0M | 0.38% | +3,000+3.3% | Added |
| Westchester Capital Management, Inc. | 94,871 | $15.0M | 3.84% | −90−0.1% | Reduced |
| Kornitzer Capital Management Inc | 94,398 | $14.9M | 0.22% | −651−0.7% | Reduced |
| First American Trust, FSB | 94,194 | $14.9M | 2.04% | +2,712+3.0% | Added |
| Sequoia Financial Advisors, LLC | 93,970 | $14.9M | 0.41% | +69,376+282.1% | Added |
| Quest Investment Management LLC | 93,733 | $14.8M | 1.27% | +93,733 | New |
| Folger Nolan Fleming Douglas Capital Management, Inc | 93,220 | $14.8M | 1.61% | −856−0.9% | Reduced |
| Cincinnati Casualty Co | 93,000 | $14.7M | 7.90% | 00.0% | Unchanged |
| Cincinnati Specialty Underwriters Insurance CO | 93,000 | $14.7M | 5.13% | 00.0% | Unchanged |
| Wedbush Securities Inc | 92,766 | $14.7M | 0.63% | −1,047−1.1% | Reduced |
| First Citizens Bank & Trust Co | 92,760 | $14.7M | 0.57% | +2,656+2.9% | Added |
| Freestone Capital Holdings, LLC | 92,700 | $14.7M | 0.62% | +6,251+7.2% | Added |
| Telemus Capital, LLC | 92,328 | $14.6M | 1.18% | −110.0% | Reduced |
| Clearstead Advisors, LLC | 92,245 | $14.6M | 1.00% | −106,492−53.6% | Reduced |
| Weitz Investment Management, Inc.SuperinvestorWeitz Investment Management | 92,065 | $14.6M | 0.58% | −67,935−42.5% | Reduced |
| Regent Investment Management LLC | 92,062 | $14.6M | 3.18% | +834+0.9% | Added |
| Edge Wealth Management LLC | 92,004 | $14.6M | 2.67% | +1,042+1.1% | Added |
| Connors Investor Services Inc | 91,908 | $14.6M | 1.43% | +317+0.3% | Added |
| Profund Advisors LLC | 91,903 | $14.6M | 0.48% | +1,049+1.2% | Added |
| Trust Co of Virginia | 91,863 | $14.5M | 1.45% | +621+0.7% | Added |
| Rossmore Private Capital | 90,951 | $14.4M | 2.25% | +320.0% | Added |
| Stevens Capital Management LP | 90,779 | $14.4M | 3.30% | +29,766+48.8% | Added |
| Bragg Financial Advisors, Inc | 87,614 | $14.3M | 0.92% | 00.0% | Unchanged |
| Choate Investment Advisors | 90,443 | $14.3M | 0.84% | −1,975−2.1% | Reduced |
| TD Private Client Wealth LLC | 90,406 | $14.3M | 0.59% | −2,906−3.1% | Reduced |