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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

Q1 2022 vs. Q4 2021

How the institutions holding JPMorgan Chase & Co changed between Q4 2021 and Q1 2022.

All holders in Q1 2022All holders in Q4 2021

13F holders of JPM: Q4 2021 compared with Q1 2022
MeasureQ4 2021Of which not filed for Q1 2022Q1 2022Change
Holders3,595503,519−26
Shares2.09B1.20M2.05B−39.4M (−1.9%)
Value$330.1B$190.8M$278.9B−$51.0B (−15.5%)

50 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (153)

Institutions that held JPMorgan Chase & Co at the end of Q1 2022 but not at the end of Q4 2021.

Showing the largest 100 of 153 by value.

Institutions new to JPM in Q1 2022
InstitutionSharesValue% of portfolio
Ceredex Value Advisors LLC773,295$105.4M1.27%
Amalgamated Financial Corp.746,047$101.7M0.81%
Prana Capital Management, LP499,824$68.1M5.43%
Abeille Asset Management SA495,702$67.6M1.93%
Two Sigma Advisers, LP379,700$51.8M0.14%
Senvest Management, LLC280,000$38.2M1.10%
Deprince Race & Zollo Inc256,250$34.9M0.68%
Simplex Trading, LLC237,704$32.4M1.03%
LMCG Investments, LLC203,512$27.7M1.61%
Cinctive Capital Management LP177,498$24.2M1.09%
Trexquant Investment LP175,235$23.9M1.12%
Armistice Capital, LLC150,000$20.4M0.58%
Atria Wealth Solutions, Inc.144,833$19.7M0.33%
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.124,021$16.9M7.35%
Alley Investment Management Company, LLC123,120$16.8M2.77%
Viking Global Investors LPSuperinvestorViking Global Investors119,706$16.3M0.07%
CTC LLC118,723$16.2M0.30%
Quadrature Capital Ltd104,528$14.2M0.57%
SS&H Financial Advisors, Inc.103,317$14.1M5.50%
Clear Street LLC100,068$13.6M3.57%
Parallax Volatility Advisers, L.P.91,507$12.5M0.29%
Cyrus J. Lawrence, LLC86,264$11.8M2.69%
Interval Partners, LP80,993$11.0M0.83%
Allen Mooney & Barnes Investment Advisors LLC73,540$10.0M2.22%
Walter Public Investments Inc.78,929$9.77M3.30%
Motley Fool Asset Management LLC71,067$9.69M0.71%
First Western Trust Bank60,263$8.47M0.44%
Wilson Asset Management (International) Pty Ltd60,837$8.29M2.07%
Banco BTG Pactual S.A.60,000$8.18M4.28%
Edgar Lomax Co59,775$8.15M0.48%
Power Corp of Canada57,292$7.81M0.65%
McDonald Partners LLC54,664$7.45M1.63%
Eudaimonia Partners, LLC54,588$7.44M1.27%
Wealth Advisory Solutions, LLC53,967$7.36M1.53%
Point72 Asset Management, L.P.48,804$6.65M0.03%
Crestline Management, LP48,163$6.57M0.83%
Holocene Advisors, LP47,568$6.48M0.03%
Pariax, LLC43,471$5.93M5.64%
WealthPlan Investment Management, LLC49,300$5.88M0.41%
Global Retirement Partners, LLC46,568$5.88M0.46%
Sitrin Capital Management LLC39,451$5.38M2.70%
M Holdings Securities, Inc.39,038$5.32M0.40%
HPC Germany GmbH & Co. KG38,124$5.20M3.42%
Meeder Asset Management Inc38,038$5.18M0.25%
Blueshift Asset Management, LLC36,371$4.96M0.45%
Integrity Advisory, LLC36,270$4.94M4.85%
Group One Trading, L.P.33,874$4.62M0.10%
Country Club Bank32,475$4.56M0.40%
Hickory Lane Capital Management LP32,000$4.36M3.29%
Twinbeech Capital LP28,899$3.94M0.17%
Athena Investment Management27,669$3.77M2.92%
Reynolds Investment Management, Inc.26,283$3.58M1.06%
IMC-Chicago, LLC25,688$3.50M0.17%
ICA Group Wealth Management, LLC26,324$3.42M0.65%
Fund Management at Engine No. 1 LLC25,019$3.41M0.86%
Sawgrass Asset Management LLC22,356$3.05M0.32%
Walleye Trading LLC21,988$3.00M0.06%
Centre Asset Management, LLC21,805$2.97M0.94%
Wolverine Asset Management LLC21,526$2.93M0.04%
DeDora Capital, Inc.17,945$2.45M0.99%
Point72 Hong Kong Ltd17,016$2.32M0.21%
Verus Capital Partners, LLC17,271$2.20M0.34%
Madden Securities Corp15,520$2.12M0.95%
Waycross Partners, LLC14,584$1.99M1.16%
Ledge Wealth Management, Inc.14,569$1.99M1.23%
MCF Advisors LLC13,733$1.87M0.18%
Natixis Investment Managers International13,605$1.85M0.03%
World Equity Group, Inc.13,128$1.79M0.39%
Nvest Financial, LLC12,947$1.76M1.45%
Solidarilty Wealth, LLC12,751$1.67M0.94%
HAP Trading, LLC12,207$1.66M0.19%
Granby Capital Management, LLC12,000$1.64M1.40%
Caldwell Investment Management Ltd.11,460$1.61M1.27%
Teza Capital Management LLC11,478$1.56M0.59%
Heritage Wealth Management, LLC11,455$1.56M0.42%
GoalVest Advisory LLC11,451$1.56M0.88%
L.M. Kohn & Company11,270$1.54M0.59%
HBK Investments L P11,152$1.52M0.03%
Hazlett, Burt & Watson, Inc.10,991$1.50M1.19%
Occudo Quantitative Strategies LP9,487$1.29M0.11%
MBL Wealth, LLC9,435$1.29M0.31%
Gyon Technologies Capital Management, LP8,965$1.22M0.86%
My Legacy Advisors, LLC8,649$1.18M0.55%
Taconic Capital Advisors LP8,500$1.16M0.04%
BlueCrest Capital Management Ltd7,689$1.05M0.09%
Lumina Fund Management LLC7,500$1.02M0.41%
River & Mercantile Investments Ltd7,222$984.0K0.22%
Gateway Advisory, LLC6,574$896.0K0.24%
KLK Capital Management LLC6,315$861.0K0.87%
Leith Wheeler Investment Counsel Ltd.6,129$836.0K0.12%
GenTrust, LLC6,118$834.0K0.06%
BFT Financial Group, LLC5,883$802.0K0.13%
Round Rock Advisors, LLC5,667$773.0K0.31%
Forum Private Client Group LLC5,445$742.0K0.58%
Paladin Advisory Group, LLC5,093$689.0K0.56%
Narus Financial Partners, LLC4,702$641.0K0.36%
Angeles Wealth Management, LLC4,639$632.0K0.12%
Financial Sense Advisors, Inc.4,112$561.0K0.21%
Allie Family Office LLC3,850$525.0K0.40%
Silver Oak Securities, Inc3,853$514.0K0.10%

Sold out (179)

Institutions that held JPMorgan Chase & Co at the end of Q4 2021 and filed for Q1 2022 without it.

Showing the largest 100 of 179 by value.

Institutions that sold out of JPM in Q1 2022
InstitutionShares, Q4 2021Value, Q4 2021
GQG Partners LLC5,095,612$806.7M
Artemis Investment Management LLP980,310$155.0M
Sculptor Capital LP716,892$113.5M
Focused Investors LLC479,800$76.0M
Osterweis Capital Management Inc328,211$52.0M
Advisors Asset Management, Inc.328,023$51.9M
Qube Research & Technologies Ltd322,724$51.1M
Main Street Research LLC193,196$30.6M
HRT Financial LP190,637$30.2M
Exane Asset Management167,254$26.5M
Gillson Capital LP130,342$20.6M
Waratah Capital Advisors Ltd.113,402$18.0M
Myriad Asset Management Ltd.107,055$17.0M
Wallington Asset Management, LLC100,237$15.9M
Guardian Point Capital, LP100,000$15.8M
Discovery Capital Management, LLC86,300$13.7M
Prospector Partners LLC84,800$13.4M
Tudor Investment Corp Et Al74,549$11.8M
Picton Mahoney Asset Management73,110$11.6M
Nicholas Investment Partners, LP51,000$8.08M
Hudson Bay Capital Management LP50,000$7.92M
Loews Corp45,000$7.13M
Bedell Frazier Investment Counseling, LLC43,976$6.96M
AMJ Financial Wealth Management43,381$6.87M
Pensionfund DSM Netherlands42,500$6.73M
Castleark Management LLC38,070$6.03M
Contravisory Investment Management, Inc.35,659$5.65M
Horizon Investment Services, LLC31,125$4.93M
Reliant Investment Management, LLC30,285$4.80M
Cna Financial Corp30,000$4.75M
Leuthold Group, LLC29,093$4.61M
Morgan Jess S & Co Inc28,972$4.59M
Nicollet Investment Management, Inc.25,719$4.07M
Magnetar Financial LLC25,367$4.02M
Duality Advisers, LP25,323$4.01M
Dynamic Technology Lab Private Ltd22,265$3.53M
International Assets Investment Management, LLC22,176$3.51M
Braun-Bostich & Associates Inc.22,847$3.43M
Silicon Valley Community Foundation20,905$3.31M
Northstar Advisory Group, LLC20,421$3.23M
Engine No. 1 LLC20,250$3.21M
Hancock Whitney Investment Services Inc.19,718$3.13M
Aries Wealth Management16,795$2.66M
Aigen Investment Management, LP15,772$2.52M
Hendley & Co Inc14,671$2.32M
Ibex Wealth Advisors12,697$2.01M
First Quadrant L P11,772$1.86M
Deane Retirement Strategies, Inc.11,696$1.85M
Optimas Capital Ltd11,678$1.85M
Kiley Juergens Wealth Management, LLC10,383$1.64M
Colton Groome Financial Advisors, LLC10,005$1.58M
Helios Capital Management Pte. Ltd9,420$1.49M
Royal Harbor Partners, LLC9,227$1.46M
Cowen and Company, LLC9,176$1.45M
Capital Markets Trading UK LLP9,053$1.43M
Cutter & CO Brokerage, Inc.8,848$1.40M
Rockwood Wealth Management, LLC7,623$1.21M
Sirios Capital Management L P7,602$1.20M
FJ Capital Management LLC7,000$1.18M
Polar Asset Management Partners Inc.7,218$1.14M
Axiom Investment Management LLC7,040$1.11M
United Capital Management of KS, Inc.6,914$1.09M
Community Capital Management, Inc.8,700$1.03M
Investors Financial Group, LLC6,461$1.02M
BCS Wealth Management6,336$1.00M
Riverwater Partners LLC5,661$896.0K
Knowledge Leaders Capital, LLC5,285$837.0K
Black Swift Group, LLC5,189$822.0K
Geneva Partners, LLC4,965$786.0K
Odey Holdings Ltd4,942$783.0K
Del-Sette Capital Management, LLC4,727$749.0K
Empowered Funds, LLC4,505$714.0K
Primoris Wealth Advisors, LLC4,493$710.0K
Vahanian & Associates Financial Planning Inc.4,327$685.0K
Johnson Financial Group, LLC4,210$667.0K
Ratan Capital Management LP4,000$633.0K
Atom Investors LP3,991$632.0K
Marathon Capital Management3,902$618.0K
XR Securities LLC3,810$603.0K
First National Bank of Mount Dora, Trust Investment Services3,728$590.0K
Virtu Financial LLC3,639$576.0K
Quantamental Technologies LLC3,600$570.0K
Oxbow Advisors, LLC3,564$564.0K
O'Neil Global Advisors, Inc.3,560$564.0K
Mosaic Advisors LLC3,436$544.0K
Corbett Road Capital Management, LLC3,374$534.0K
Analyst IMS Investment Management Services Ltd.3,250$515.0K
LGL Partners, LLC3,197$506.0K
Cadinha & Co LLC2,969$470.0K
Standard Family Office LLC2,966$470.0K
FFT Wealth Management LLC2,931$464.0K
JFG Wealth Management, LLC2,730$432.0K
Robbins Farley LLC2,715$430.0K
Lazard Freres Gestion S.A.S.5,598$428.0K
All Season Financial Advisors, Inc.2,696$427.0K
Arkfeld Wealth Strategies, L.L.C.2,500$421.0K
Capital Wealth Alliance, LLC2,575$407.0K
Gsa Capital Partners LLP2,566$406.0K
NuWave Investment Management, LLC2,533$401.0K
Redhawk Wealth Advisors, Inc.2,513$398.0K

Not filed for Q1 2022 yet (50)

Institutions that held JPMorgan Chase & Co at the end of Q4 2021 and haven't filed a 13F for Q1 2022. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding JPM in Q4 2021 that haven't filed for Q1 2022
InstitutionShares, Q4 2021Value, Q4 2021
Tdam USA Inc.152,031$24.1M
Reilly Financial Advisors, LLC142,084$22.5M
Alley Co LLC121,284$19.2M
Resource Management, LLC73,874$11.7M
Vantis Investment Advisers L.P.70,200$11.1M
First Midwest Bank Trust Division64,385$10.2M
Carroll Financial Associates, Inc.58,862$9.31M
Altavista Wealth Management, Inc.46,996$7.44M
Andra AP-fonden36,700$5.81M
Tradewinds, LLC.33,986$5.78M
Harbour Investments, Inc.34,251$5.42M
MRJ Capital Inc33,518$5.31M
Country Club Trust Company, n.a.30,657$4.86M
NEXT Financial Group, Inc27,555$4.36M
Johanson Financial Advisors, Inc.26,189$4.15M
Heritage Way Advisors, LLC22,211$3.52M
Quest Capital Management Inc19,362$3.07M
Pantheon Investment Group, LLC15,153$2.40M
JBJ Investment Partners, LLC14,400$2.28M
Markston International LLC13,640$2.16M
Finivi Inc.13,568$2.15M
Crescent Capital Consulting, LLC13,024$2.06M
6 Meridian12,784$2.02M
Doman Group, LLC12,578$1.99M
Peak Planning Group, LLC11,370$1.80M
Paradigm Financial Advisors, LLC10,589$1.68M
Clear Perspective Advisors, LLC10,254$1.62M
Alterity Financial Group, LLC10,047$1.59M
Delphi Management Inc9,311$1.47M
Ascension Asset Management LLC9,204$1.46M
Mission Financial Group, LLC2,870$924.7K
Evernest Financial Advisors, LLC4,839$846.8K
Mosaic Family Wealth, LLC4,741$751.0K
Grace Capital4,107$650.0K
Pineno Levin & Ford Asset Management, Inc.3,831$607.0K
Truehand, Inc3,247$514.0K
Arbor Wealth Management, LLC3,073$487.0K
Community Financial Services Group, LLC2,761$437.0K
Metatron Capital SICAV plc2,200$348.3K
Hayden Royal, LLC2,054$325.0K
Denver Wealth Management, Inc.1,995$316.0K
Windsor Creek Advisors, LLC1,884$308.0K
Vivid Financial Management, Inc.1,848$293.0K
Keeler & Nadler Financial Planning & Wealth Management1,796$284.4K
NexWave Capital Partners LLC1,610$255.0K
Weybosset Research & Management LLC1,465$232.0K
Biltmore Capital Advisors LLC1,457$231.0K
MD Financial Management Inc.1,366$216.0K
Bell Investment Advisors, Inc718$114.0K
Castle Financial & Retirement Planning Associates, Inc.671$105.0K