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, Q1 2022
Institutional positions in JPMorgan Chase & Co as of Mar 31, 2022. 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
- 3,520
- −25 vs. Q4 2021
- Shares held
- 2.05B
- −39.4M (−1.9%) vs. Q4 2021
- Total value
- $278.9B
- −$51.0B (−15.5%) vs. Q4 2021
- New holders
- 154
- 1,774 more added
- Sold out
- 179
- 1,275 more reduced
50 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding JPMorgan Chase & Co; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wiley Bros.-Aintree Capital, LLC | 5,892 | $814.0K | 0.46% | +1,135+23.9% | Added |
| Skba Capital Management LLC | 5,982 | $815.0K | 0.15% | −200−3.2% | Reduced |
| Rosenberg Matthew Hamilton | 5,976 | $815.0K | 0.29% | +256+4.5% | Added |
| Pathway Financial Advisors LLC | 6,046 | $824.0K | 0.31% | 00.0% | Unchanged |
| Dean Investment Associates, LLC | 6,049 | $825.0K | 0.15% | −391−6.1% | Reduced |
| Sterneck Capital Management, LLC | 6,063 | $826.0K | 0.50% | −399−6.2% | Reduced |
| Gould Asset Management LLC | 6,061 | $826.0K | 0.24% | +1,045+20.8% | Added |
| Schneider Downs Wealth Management Advisors, LP | 6,075 | $828.0K | 0.21% | −50−0.8% | Reduced |
| Systematic Financial Management LP | 6,075 | $828.0K | 0.03% | 00.0% | Unchanged |
| Roberts Capital Advisors, LLC | 6,079 | $829.0K | 0.86% | 00.0% | Unchanged |
| CFO4Life Group, LLC | 6,097 | $831.0K | 0.17% | −5,007−45.1% | Reduced |
| Hurlow Wealth Management Group, Inc. | 6,097 | $831.0K | 0.51% | −69−1.1% | Reduced |
| GenTrust, LLC | 6,118 | $834.0K | 0.06% | +6,118 | New |
| Leith Wheeler Investment Counsel Ltd. | 6,129 | $836.0K | 0.12% | +6,129 | New |
| Paragon Private Wealth Management, LLC | 6,449 | $837.0K | 0.82% | +1,459+29.2% | Added |
| American State Bank (Iowa) | 6,145 | $837.7K | 0.58% | 00.0% | Unchanged |
| Wilkins Investment Counsel Inc | 6,154 | $839.0K | 0.19% | −200−3.1% | Reduced |
| Allegheny Financial Group LTD | 6,164 | $840.0K | 0.36% | +50+0.8% | Added |
| Altus Wealth Group LLC | 6,193 | $844.0K | 0.69% | −137−2.2% | Reduced |
| Whitcomb & Hess, Inc. | 6,194 | $844.0K | 0.33% | 00.0% | Unchanged |
| Keating Investment Counselors Inc | 6,198 | $845.0K | 0.36% | 00.0% | Unchanged |
| Riverbridge Partners LLC | 6,205 | $846.0K | 0.01% | 00.0% | Unchanged |
| Amplius Wealth Advisors, LLC | 6,219 | $847.0K | 0.13% | −550−8.1% | Reduced |
| BNC Wealth Management, LLC | 6,213 | $847.0K | 0.42% | −547−8.1% | Reduced |
| Okabena Investment Services Inc | 6,221 | $848.0K | 0.36% | 00.0% | Unchanged |
| Single Point Partners, LLC | 6,221 | $848.0K | 0.22% | +773+14.2% | Added |
| Solstein Capital, LLC | 6,229 | $849.0K | 0.56% | −332−5.1% | Reduced |
| Brown Capital Management LLC | 6,230 | $849.0K | 0.01% | +75+1.2% | Added |
| Security Financial Services, INC. | 6,241 | $851.0K | 0.27% | −357−5.4% | Reduced |
| Westwood Management Corp | 6,260 | $853.0K | 0.08% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 6,267 | $854.0K | 0.70% | +1,581+33.7% | Added |
| Montz Harcus Wealth Management LLC | 6,282 | $856.0K | 0.77% | +41+0.7% | Added |
| Stephens Consulting, LLC | 6,291 | $857.7K | 0.71% | +53+0.8% | Added |
| Wealth Dimensions Group, Ltd. | 6,293 | $858.0K | 0.40% | −258−3.9% | Reduced |
| Crew Capital Management, Ltd. | 6,300 | $859.0K | 0.83% | +80+1.3% | Added |
| KLK Capital Management LLC | 6,315 | $861.0K | 0.87% | +6,315 | New |
| Vision Capital Management, Inc. | 6,330 | $863.0K | 0.14% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 6,334 | $863.0K | 0.11% | +243+4.0% | Added |
| State of Wyoming | 6,339 | $864.0K | 0.43% | −1,366−17.7% | Reduced |
| Summit Financial Strategies, Inc. | 6,347 | $865.0K | 0.17% | −493−7.2% | Reduced |
| Private Wealth Advisors | 6,369 | $868.0K | 0.28% | +24+0.4% | Added |
| HBW Advisory Services LLC | 6,383 | $870.0K | 0.31% | +147+2.4% | Added |
| Cooper Financial Group | 6,404 | $873.0K | 0.33% | −108−1.7% | Reduced |
| Waypoint Capital Advisors, LLC | 6,414 | $875.0K | 0.51% | −117−1.8% | Reduced |
| Consilium Wealth Advisory, LLC | 6,428 | $876.0K | 0.63% | +158+2.5% | Added |
| Bordeaux Wealth Advisors LLC | 6,429 | $876.0K | 0.47% | +801+14.2% | Added |
| Berger Financial Group, Inc | 6,458 | $880.0K | 0.11% | +207+3.3% | Added |
| Red Wave Investments LLC | 6,455 | $880.0K | 0.31% | +1,245+23.9% | Added |
| New Jersey Better Educational Savings Trust | 6,461 | $881.0K | 2.15% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 6,501 | $886.0K | 0.10% | +803+14.1% | Added |
| P.A.W. Capital Corp | 6,500 | $886.0K | 0.93% | +1,000+18.2% | Added |
| Foundations Investment Advisors, LLC | 7,035 | $887.0K | 0.03% | +280+4.1% | Added |
| AlphaStar Capital Management, LLC | 6,504 | $887.0K | 0.07% | +676+11.6% | Added |
| InTrack Investment Management Inc | 6,522 | $889.0K | 0.72% | −21−0.3% | Reduced |
| Cable Hill Partners, LLC | 6,525 | $889.0K | 0.58% | +462+7.6% | Added |
| Bluefin Capital Management, LLC | 6,530 | $890.0K | 0.15% | −33,622−83.7% | Reduced |
| Fullen Financial Group | 6,548 | $893.0K | 0.52% | +245+3.9% | Added |
| AllSquare Wealth Management LLC | 6,566 | $895.0K | 0.54% | −577−8.1% | Reduced |
| Alesco Advisors LLC | 6,576 | $896.0K | 0.03% | −24−0.4% | Reduced |
| Gateway Advisory, LLC | 6,574 | $896.0K | 0.24% | +6,574 | New |
| Ramiah Investment Group | 6,587 | $897.9K | 0.62% | +1,043+18.8% | Added |
| Advisor OS, LLC | 6,595 | $899.0K | 0.26% | −571−8.0% | Reduced |
| Aua Capital Management, LLC | 6,595 | $899.0K | 0.48% | +400+6.5% | Added |
| Paulson Wealth Management Inc. | 6,603 | $900.0K | 0.41% | −27−0.4% | Reduced |
| Versor Investments LP | 6,600 | $900.0K | 0.03% | +2,600+65.0% | Added |
| Rodgers Brothers Inc. | 6,607 | $901.0K | 0.16% | 00.0% | Unchanged |
| Northside Capital Management, LLC | 6,628 | $904.0K | 0.24% | 00.0% | Unchanged |
| Tennessee Valley Asset Management Partners | 6,634 | $904.0K | 0.31% | +78+1.2% | Added |
| Cladis Investment Advisory, LLC | 6,643 | $905.6K | 0.73% | +3,350+101.7% | Added |
| Reynders McVeigh Capital Management, LLC | 6,643 | $906.0K | 0.06% | −1,920−22.4% | Reduced |
| Orrstown Financial Services Inc | 6,652 | $907.0K | 1.69% | −497−7.0% | Reduced |
| Kozak & Associates, Inc. | 6,902 | $910.0K | 0.58% | 00.0% | Unchanged |
| Donald L. Hagan, LLC | 6,704 | $914.0K | 0.51% | +128+1.9% | Added |
| Rainsberger Wealth Advisors, Inc. | 6,705 | $914.0K | 0.59% | +1,019+17.9% | Added |
| Meridian Investment Counsel Inc. | 6,730 | $917.0K | 0.32% | 00.0% | Unchanged |
| Zimmermann Investment Management & Planning LLC | 6,736 | $918.0K | 0.54% | +320+5.0% | Added |
| REDW Wealth LLC | 6,740 | $919.0K | 0.27% | −550−7.5% | Reduced |
| First National Bank of Hutchinson | 6,759 | $921.0K | 0.54% | +81+1.2% | Added |
| Fortitude Advisory Group L.L.C. | 6,761 | $922.0K | 0.50% | −1,355−16.7% | Reduced |
| Vantage Financial Partners Ltd., Inc. | 6,774 | $923.4K | 0.48% | +1,800+36.2% | Added |
| Portland Investment Counsel Inc. | 6,780 | $924.0K | 0.49% | +15+0.2% | Added |
| McLean Asset Management Corp | 6,802 | $927.0K | 0.69% | −108−1.6% | Reduced |
| Winmill & Co. Inc | 6,800 | $927.0K | 0.28% | 00.0% | Unchanged |
| DMG Group, LLC | 7,321 | $928.0K | 1.04% | −1,655−18.4% | Reduced |
| Galibier Capital Management Ltd. | 6,831 | $931.0K | 0.13% | 00.0% | Unchanged |
| Successful Portfolios LLC | 6,838 | $932.0K | 0.53% | −101−1.5% | Reduced |
| Kolinsky Wealth Management, LLC | 6,841 | $933.0K | 0.92% | +86+1.3% | Added |
| Greylin Investment Mangement Inc | 6,850 | $934.0K | 0.16% | −50−0.7% | Reduced |
| Wall Street Access Asset Management, LLC | 6,868 | $935.0K | 0.52% | +20.0% | Added |
| Black Diamond Financial, LLC | 6,866 | $936.0K | 0.30% | +1,160+20.3% | Added |
| CWS Financial Advisors, LLC | 6,871 | $937.0K | 0.35% | +166+2.5% | Added |
| First Citizens Financial Corp | 6,897 | $940.0K | 0.71% | 00.0% | Unchanged |
| First Command Bank | 6,892 | $940.0K | 0.13% | +1,418+25.9% | Added |
| First Command Financial Services, Inc. | 6,892 | $940.0K | 0.13% | +1,593+30.1% | Added |
| LexAurum Advisors, LLC | 6,911 | $942.0K | 0.31% | −153−2.2% | Reduced |
| Legacy Wealth Asset Management, LLC | 6,910 | $942.0K | 0.34% | +217+3.2% | Added |
| Probity Advisors, Inc. | 6,917 | $943.0K | 0.19% | −674−8.9% | Reduced |
| Iron Financial, LLC | 6,924 | $944.0K | 0.44% | −386−5.3% | Reduced |
| Investors Research Corp | 6,948 | $947.0K | 0.27% | +13+0.2% | Added |
| Loomis Sayles & Co L P | 6,961 | $948.0K | 0.00% | −3,261−31.9% | Reduced |