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; 5,158 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 | 5,158 | $643.7B |
| Q1 2026 | 5,103 | $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 | 4,680 | $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 | 3,710 | $297.0B |
| Q2 2023 | 3,672 | $297.6B |
| Q1 2023 | 3,612 | $266.3B |
| Q4 2022 | 3,628 | $278.3B |
| Q3 2022 | 3,395 | $212.9B |
| Q2 2022 | 3,427 | $229.3B |
| Q1 2022 | 3,519 | $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 |
|---|---|---|---|---|---|
| Community Bank of Raymore | 92,435 | $14.3M | 6.20% | −10,880−10.5% | Reduced |
| Vestmark Advisory Solutions, Inc. | 90,113 | $14.3M | 0.81% | +4,214+4.9% | Added |
| Great Lakes Advisors, LLC | 90,069 | $14.3M | 0.22% | +17,019+23.3% | Added |
| Calamos Wealth Management LLC | 90,011 | $14.3M | 1.04% | +664+0.7% | Added |
| Cincinnati Financial Corp | 90,000 | $14.3M | 0.30% | 00.0% | Unchanged |
| Adviser Investments LLC | 89,896 | $14.2M | 0.96% | +2,204+2.5% | Added |
| Dowling & Yahnke LLC | 89,813 | $14.2M | 0.68% | −100−0.1% | Reduced |
| Perfromance Wealth Partners, LLC | 89,795 | $14.2M | 0.57% | +89,795 | New |
| Leavell Investment Management, Inc. | 89,483 | $14.2M | 0.94% | +299+0.3% | Added |
| Diversified Trust Co | 89,364 | $14.2M | 0.47% | +4,527+5.3% | Added |
| Citizens Business Bank | 88,488 | $14.0M | 1.72% | +1,131+1.3% | Added |
| Brown Brothers Harriman & Co | 88,098 | $13.9M | 0.08% | +7,040+8.7% | Added |
| Ledyard National Bank | 87,645 | $13.9M | 1.33% | +652+0.7% | Added |
| Transcend Wealth Collective, LLC | 87,142 | $13.8M | 1.22% | −11,501−11.7% | Reduced |
| Cannell Peter B & Co Inc | 87,110 | $13.8M | 0.39% | −450−0.5% | Reduced |
| Private Trust Co NA | 86,821 | $13.7M | 1.90% | −3,566−3.9% | Reduced |
| Sand Hill Global Advisors, LLC | 86,775 | $13.7M | 0.77% | +882+1.0% | Added |
| Q Capital Solutions | 86,758 | $13.7M | 8.65% | +13,433+18.3% | Added |
| Biondo Investment Advisors, LLC | 86,749 | $13.7M | 2.29% | −225−0.3% | Reduced |
| Cohen Capital Management, Inc. | 86,752 | $13.7M | 2.25% | 00.0% | Unchanged |
| Nicola Wealth Management Ltd. | 86,700 | $13.7M | 1.29% | +8,200+10.4% | Added |
| Geneos Wealth Management Inc. | 86,633 | $13.7M | 0.52% | −3,179−3.5% | Reduced |
| Simmons Bank | 86,613 | $13.7M | 0.96% | −3,376−3.8% | Reduced |
| Circle Wealth Management, LLC | 86,483 | $13.7M | 1.79% | +774+0.9% | Added |
| Discovery Capital Management, LLC | 86,300 | $13.7M | 1.06% | +86,300 | New |
| Alerus Financial NA | 86,236 | $13.7M | 1.11% | −19,764−18.6% | Reduced |
| Prime Capital Investment Advisors, LLC | 85,803 | $13.6M | 0.73% | +10,038+13.2% | Added |
| Hilton Capital Management, LLC | 85,719 | $13.6M | 1.25% | −1,493−1.7% | Reduced |
| Hoylecohen, LLC | 85,603 | $13.6M | 1.13% | +2,004+2.4% | Added |
| Lyell Wealth Management, LP | 85,597 | $13.6M | 1.55% | +1,471+1.7% | Added |
| American Portfolios Advisors | 85,481 | $13.5M | 0.46% | +5,993+7.5% | Added |
| ExodusPoint Capital Management, LP | 85,452 | $13.5M | 0.17% | +29,937+53.9% | Added |
| Rice Partnership, LLC | 85,254 | $13.5M | 3.84% | +1,223+1.5% | Added |
| JCIC Asset Management Inc. | 85,120 | $13.5M | 4.04% | −300−0.4% | Reduced |
| Peak Asset Management, LLC | 84,957 | $13.5M | 3.10% | −304−0.4% | Reduced |
| Charter Trust Co | 84,855 | $13.4M | 1.14% | +2,384+2.9% | Added |
| Prospector Partners LLC | 84,800 | $13.4M | 1.55% | −1,250−1.5% | Reduced |
| Desjardins Global Asset Management Inc. | 84,693 | $13.4M | 1.15% | +84,693 | New |
| Richard Bernstein Advisors LLC | 84,466 | $13.4M | 0.26% | −11,689−12.2% | Reduced |
| Courier Capital LLC | 84,397 | $13.4M | 1.24% | −2,416−2.8% | Reduced |
| IFP Advisors, Inc | 84,148 | $13.3M | 0.26% | +1,404+1.7% | Added |
| Edgestream Partners, L.P. | 83,838 | $13.3M | 0.83% | +54,336+184.2% | Added |
| Integrated Advisors Network LLC | 83,684 | $13.3M | 0.78% | +257+0.3% | Added |
| Forum Financial Management, LP | 83,301 | $13.2M | 0.68% | +83,301 | New |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 83,150 | $13.2M | 2.18% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 82,719 | $13.1M | 0.23% | +7,104+9.4% | Added |
| Inverness Counsel LLC | 82,717 | $13.1M | 0.48% | +34,612+72.0% | Added |
| Lincoln National Corp | 82,235 | $13.0M | 0.26% | +3,120+3.9% | Added |
| Private Advisory Group LLC | 82,201 | $13.0M | 2.66% | +3,797+4.8% | Added |
| Transform Wealth, LLC | 82,187 | $13.0M | 1.36% | −528−0.6% | Reduced |
| Beese Fulmer Investment Management, Inc. | 82,058 | $13.0M | 1.35% | +800+1.0% | Added |
| Cape Cod Five Cents Savings Bank | 82,052 | $13.0M | 1.24% | −2,028−2.4% | Reduced |
| Hudson Valley Investment Advisors Inc | 82,025 | $13.0M | 2.03% | −471−0.6% | Reduced |
| NJ State Employees Deferred Compensation Plan | 82,000 | $13.0M | 1.63% | 00.0% | Unchanged |
| Means Investment Co., Inc. | 81,969 | $13.0M | 2.31% | +3,262+4.1% | Added |
| CWM, LLC | 81,957 | $13.0M | 0.09% | +81,957 | New |
| Sonora Investment Management Group, LLC | 81,876 | $13.0M | 1.51% | +81,876 | New |
| Cypress Capital Group | 81,793 | $13.0M | 1.62% | +176+0.2% | Added |
| Intact Investment Management Inc. | 81,800 | $13.0M | 0.33% | +8,000+10.8% | Added |
| Cutler Group LP | 81,625 | $12.9M | 0.89% | +78,025+2,167.4% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 81,470 | $12.9M | 2.47% | −9,514−10.5% | Reduced |
| Burns J W & Co Inc | 81,450 | $12.9M | 1.87% | +41+0.1% | Added |
| Great Valley Advisor Group, Inc. | 80,341 | $12.8M | 0.79% | +18,393+29.7% | Added |
| Winslow Asset Management Inc | 80,781 | $12.8M | 2.26% | +147+0.2% | Added |
| Ferris Capital, LLC | 80,264 | $12.7M | 2.76% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 80,066 | $12.7M | 0.94% | −14,022−14.9% | Reduced |
| General American Investors Co Inc | 80,000 | $12.7M | 0.99% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 79,532 | $12.6M | 0.56% | +3,256+4.3% | Added |
| German American Bancorp, Inc. | 78,988 | $12.5M | 1.75% | +1,189+1.5% | Added |
| Haverford Financial Services, Inc. | 78,849 | $12.5M | 2.83% | −2,710−3.3% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 78,844 | $12.5M | 1.16% | +1,269+1.6% | Added |
| Siemens Fonds Invest GmbH | 78,625 | $12.5M | 0.82% | +1,371+1.8% | Added |
| Girard Partners Ltd. | 78,680 | $12.5M | 1.35% | +1,784+2.3% | Added |
| 1st Source Bank | 78,424 | $12.4M | 0.73% | −351−0.4% | Reduced |
| Thompson Investment Management, Inc. | 77,977 | $12.3M | 1.75% | −2,063−2.6% | Reduced |
| Verdence Capital Advisors LLC | 77,909 | $12.3M | 1.45% | +422+0.5% | Added |
| Strategic Global Advisors, LLC | 77,604 | $12.3M | 1.60% | +6,304+8.8% | Added |
| D L Carlson Investment Group Inc | 77,358 | $12.3M | 1.96% | −2,789−3.5% | Reduced |
| Ardent Capital Management, Inc. | 77,109 | $12.2M | 8.11% | +77,109 | New |
| Wolverine Trading, LLC | 76,762 | $12.2M | 0.16% | −64,448−45.6% | Reduced |
| Compton Capital Management Inc | 76,780 | $12.2M | 3.16% | +241+0.3% | Added |
| TownSquare Capital, LLC | 76,671 | $12.1M | 0.30% | +2,700+3.7% | Added |
| Ycg, LLC | 76,085 | $12.0M | 1.06% | −957−1.2% | Reduced |
| Punch & Associates Investment Management, Inc. | 75,236 | $11.9M | 0.62% | +168+0.2% | Added |
| Moreno Evelyn V | 75,063 | $11.9M | 2.38% | +4,352+6.2% | Added |
| Earnest Partners LLC | 74,991 | $11.9M | 0.07% | −4,575−5.7% | Reduced |
| Security Asset Management | 74,908 | $11.9M | 4.61% | −2,428−3.1% | Reduced |
| Cypress Asset Management Inc | 74,593 | $11.8M | 2.81% | −1,034−1.4% | Reduced |
| Tudor Investment Corp Et Al | 74,549 | $11.8M | 0.23% | +48,605+187.3% | Added |
| Wetherby Asset Management Inc | 74,546 | $11.8M | 0.67% | +1,485+2.0% | Added |
| NewEdge Wealth, LLC | 74,380 | $11.8M | 0.49% | +6,539+9.6% | Added |
| JustInvest LLC | 74,085 | $11.7M | 0.69% | +16,365+28.4% | Added |
| Community Bank, N.A. | 74,048 | $11.7M | 1.35% | −1,228−1.6% | Reduced |
| Pettee Investors, Inc. | 73,990 | $11.7M | 4.91% | −535−0.7% | Reduced |
| Resource Management, LLC | 73,874 | $11.7M | 1.21% | +305+0.4% | Added |
| King Wealth | 73,813 | $11.7M | 2.17% | +1,209+1.7% | Added |
| Northern Oak Wealth Management Inc | 73,562 | $11.6M | 1.32% | +385+0.5% | Added |
| Eagle Ridge Investment Management | 73,511 | $11.6M | 1.22% | −1,672−2.2% | Reduced |
| Miracle Mile Advisors, LLC | 73,433 | $11.6M | 0.45% | −545−0.7% | Reduced |
| GHP Investment Advisors, Inc. | 73,264 | $11.6M | 0.82% | +2,080+2.9% | Added |