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 |
|---|---|---|---|---|---|
| Michael B. Yongue | 6,967 | $950.0K | 0.69% | 00.0% | Unchanged |
| Affiance Financial, LLC | 6,979 | $951.0K | 0.46% | 00.0% | Unchanged |
| Marks Group Wealth Management, Inc | 6,994 | $953.0K | 0.12% | +1,109+18.8% | Added |
| Geller Advisors LLC | 7,000 | $954.0K | 0.18% | +2,516+56.1% | Added |
| West Bancorporation Inc | 7,004 | $955.0K | 0.59% | +3,253+86.7% | Added |
| HYA Advisors, Inc | 7,010 | $956.0K | 0.33% | +2,296+48.7% | Added |
| Maven Securities LTD | 7,019 | $957.0K | 0.20% | −4,246−37.7% | Reduced |
| Ignite Planners, LLC | 7,550 | $958.0K | 0.64% | +270+3.7% | Added |
| Cerro Pacific Wealth Advisors LLC | 7,052 | $961.0K | 0.59% | +529+8.1% | Added |
| Profit Investment Management, LLC | 7,072 | $963.0K | 0.59% | +288+4.2% | Added |
| Cambridge Advisors Inc. | 7,066 | $963.0K | 0.23% | +434+6.5% | Added |
| Syntal Capital Partners, LLC | 7,072 | $964.0K | 0.38% | +289+4.3% | Added |
| Denali Advisors LLC | 7,100 | $968.0K | 0.37% | +800+12.7% | Added |
| Objective Capital Management, LLC | 7,108 | $969.0K | 0.74% | −153−2.1% | Reduced |
| Sippican Capital Advisors | 7,114 | $970.0K | 0.81% | −101−1.4% | Reduced |
| Atlas Capital Advisors LLC | 7,117 | $970.2K | 0.15% | −200−2.7% | Reduced |
| Clear Street Markets LLC | 7,122 | $971.0K | 0.29% | −50,478−87.6% | Reduced |
| Asset Allocation & Management Company, LLC | 7,129 | $972.0K | 0.35% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 7,132 | $972.0K | 0.39% | +9+0.1% | Added |
| Crumly & Associates Inc. | 7,133 | $972.0K | 0.36% | +321+4.7% | Added |
| Column Capital Advisors, LLC | 7,143 | $974.0K | 0.18% | −71−1.0% | Reduced |
| Vienna Asset Management LLC | 7,147 | $974.0K | 1.35% | +3,552+98.8% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 7,153 | $975.0K | 0.00% | −6,361−47.1% | Reduced |
| Tobam | 7,161 | $976.0K | 0.05% | +4,169+139.3% | Added |
| L & S Advisors Inc | 7,165 | $977.0K | 0.12% | −34,197−82.7% | Reduced |
| Covenant Partners, LLC | 7,164 | $977.0K | 0.39% | −2,673−27.2% | Reduced |
| Alta Wealth Advisors LLC | 7,185 | $979.0K | 0.58% | +481+7.2% | Added |
| Berkeley Capital Partners, LLC | 7,192 | $980.0K | 0.39% | +2,635+57.8% | Added |
| Triumph Capital Management | 7,197 | $981.0K | 0.42% | +674+10.3% | Added |
| Focused Wealth Management, Inc | 7,209 | $983.0K | 0.16% | −357−4.7% | Reduced |
| Signet Financial Management, LLC | 7,214 | $983.0K | 0.16% | +31+0.4% | Added |
| River & Mercantile Investments Ltd | 7,222 | $984.0K | 0.22% | +7,222 | New |
| Cubic Asset Management, LLC | 7,231 | $986.0K | 0.23% | +1,251+20.9% | Added |
| Landaas & Co | 6,254 | $991.0K | 0.53% | 00.0% | Unchanged |
| Purus Wealth Management, LLC | 7,282 | $993.0K | 0.69% | −113−1.5% | Reduced |
| Reitz Capital Advisors LLC | 7,302 | $995.0K | 0.72% | −550−7.0% | Reduced |
| Plancorp, LLC | 7,318 | $998.0K | 0.06% | −539−6.9% | Reduced |
| Hall Laurie J Trustee | 7,320 | $998.0K | 0.38% | −325−4.3% | Reduced |
| Armbruster Capital Management, Inc. | 7,318 | $998.0K | 0.24% | −114−1.5% | Reduced |
| First National Bank Sioux Falls | 7,356 | $1.00M | 1.05% | +96+1.3% | Added |
| Doheny Asset Management | 7,405 | $1.01M | 0.74% | +50+0.7% | Added |
| Northwest Wealth Management, LLC | 7,401 | $1.01M | 0.49% | +516+7.5% | Added |
| Bigelow Investment Advisors, LLC | 7,402 | $1.01M | 0.47% | +516+7.5% | Added |
| Ategra Capital Management, LLC | 7,416 | $1.01M | 0.46% | −1,435−16.2% | Reduced |
| Peterson Wealth Management | 7,436 | $1.01M | 0.68% | −4,283−36.5% | Reduced |
| M. Kraus & Co | 7,438 | $1.01M | 0.34% | −8−0.1% | Reduced |
| Hotaling Investment Management, LLC | 7,453 | $1.02M | 0.39% | +129+1.8% | Added |
| Summit Financial Wealth Advisors, LLC | 7,477 | $1.02M | 0.21% | −666−8.2% | Reduced |
| HMS Capital Management, LLC | 7,472 | $1.02M | 0.47% | +217+3.0% | Added |
| Proffitt & Goodson Inc | 7,472 | $1.02M | 0.18% | +310+4.3% | Added |
| Brookfield Asset Management Inc. | 7,476 | $1.02M | 0.00% | +413+5.8% | Added |
| High Falls Advisors, Inc | 7,493 | $1.02M | 0.27% | +45+0.6% | Added |
| ASB Consultores, LLC | 7,498 | $1.02M | 0.43% | −215−2.8% | Reduced |
| Caz Investments LP | 7,500 | $1.02M | 1.60% | 00.0% | Unchanged |
| IFG Advisors, LLC | 7,498 | $1.02M | 0.45% | +112+1.5% | Added |
| Halbert Hargrove Global Advisors, LLC | 7,499 | $1.02M | 0.07% | +180+2.5% | Added |
| Apella Capital, LLC | 7,498 | $1.02M | 0.14% | +1,041+16.1% | Added |
| Lumina Fund Management LLC | 7,500 | $1.02M | 0.41% | +7,500 | New |
| Signature Estate & Investment Advisors LLC | 7,503 | $1.02M | 0.05% | −245,062−97.0% | Reduced |
| L2 Asset Management, LLC | 7,505 | $1.02M | 0.64% | +892+13.5% | Added |
| Carmichael Hill & Associates, Inc. | 7,521 | $1.02M | 0.52% | +52+0.7% | Added |
| Navalign, LLC | 8,470 | $1.03M | 0.43% | +278+3.4% | Added |
| Aspireon Wealth Advisors | 7,541 | $1.03M | 0.38% | 00.0% | Unchanged |
| Founders Financial Securities LLC | 7,549 | $1.03M | 0.18% | −760−9.1% | Reduced |
| Colonial River Wealth Management, LLC | 7,551 | $1.03M | 0.59% | +1,444+23.6% | Added |
| Y-Intercept (Hong Kong) Ltd | 7,591 | $1.03M | 0.24% | −18,093−70.4% | Reduced |
| CVA Family Office, LLC | 7,614 | $1.04M | 0.25% | −374−4.7% | Reduced |
| Physicians Financial Services, Inc. | 7,627 | $1.04M | 0.40% | −30−0.4% | Reduced |
| Alhambra Investment Partners LLC | 7,656 | $1.04M | 0.69% | +253+3.4% | Added |
| TLWM | 7,682 | $1.04M | 0.36% | +501+7.0% | Added |
| Fox Run Management, L.L.C. | 7,667 | $1.04M | 0.58% | +3,214+72.2% | Added |
| AlphaCore Capital LLC | 7,664 | $1.04M | 0.41% | +5,716+293.4% | Added |
| Relyea Zuckerberg Hanson LLC | 8,216 | $1.05M | 0.34% | −658−7.4% | Reduced |
| BlueCrest Capital Management Ltd | 7,689 | $1.05M | 0.09% | +7,689 | New |
| Central Asset Investments & Management Holdings (HK) Ltd | 7,706 | $1.05M | 1.03% | −18,400−70.5% | Reduced |
| Dixon Fnancial Services, Inc. | 7,699 | $1.05M | 0.80% | +25+0.3% | Added |
| Rock Creek Group, LP | 7,700 | $1.05M | 0.14% | +2,828+58.0% | Added |
| Bramshill Investments, LLC | 7,713 | $1.05M | 0.15% | +2,229+40.6% | Added |
| Ami Asset Management Corp | 7,716 | $1.05M | 0.05% | +1,272+19.7% | Added |
| Port Capital LLC | 7,726 | $1.05M | 0.07% | −2,007−20.6% | Reduced |
| Alethea Capital Management, LLC | 7,749 | $1.06M | 0.96% | +4,499+138.4% | Added |
| QP Wealth Management, LLC | 7,757 | $1.06M | 1.18% | +57+0.7% | Added |
| Atwood & Palmer Inc | 7,761 | $1.06M | 0.09% | −250−3.1% | Reduced |
| Corsicana & Co. | 7,765 | $1.06M | 0.69% | +225+3.0% | Added |
| Andrew Hill Investment Advisors, Inc. | 7,802 | $1.06M | 1.18% | −20,806−72.7% | Reduced |
| Renaissance Group LLC | 7,804 | $1.06M | 0.05% | +144+1.9% | Added |
| Raleigh Capital Management Inc. | 7,813 | $1.06M | 0.58% | +1,814+30.2% | Added |
| Menard Financial Group LLC | 7,830 | $1.07M | 1.05% | −643−7.6% | Reduced |
| Pflug Koory, LLC | 7,830 | $1.07M | 0.54% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 7,849 | $1.07M | 0.24% | −241−3.0% | Reduced |
| Ironwood Investment Management LLC | 7,848 | $1.07M | 0.58% | 00.0% | Unchanged |
| O'Brien Greene & Co. Inc | 7,882 | $1.07M | 0.35% | −9−0.1% | Reduced |
| Garrison Point Advisors, LLC | 7,902 | $1.08M | 0.75% | −25−0.3% | Reduced |
| SignalPoint Asset Management, LLC | 7,902 | $1.08M | 0.34% | +920+13.2% | Added |
| Cardiff Park Advisors, LLC | 7,906 | $1.08M | 0.15% | +828+11.7% | Added |
| Clearview Wealth Advisors LLC | 7,921 | $1.08M | 0.71% | −322−3.9% | Reduced |
| Viewpoint Capital Management LLC | 7,930 | $1.08M | 0.83% | 00.0% | Unchanged |
| Capital Management Associates | 7,928 | $1.08M | 1.16% | +1,493+23.2% | Added |
| LBMC Investment Advisors, LLC | 7,941 | $1.08M | 0.10% | −76−0.9% | Reduced |
| GoodHaven Capital Management, LLC | 8,000 | $1.09M | 0.65% | 00.0% | Unchanged |