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, 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
- 3,519
- −26 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
- 153
- 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 | 5,158 | $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, 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 |
|---|---|---|---|---|---|
| Enlightenment Research, LLC | 8,007 | $1.09M | 1.45% | +6,707+515.9% | Added |
| Meridian Financial Partners LLC | 8,017 | $1.09M | 1.63% | +460+6.1% | Added |
| New England Research & Management, Inc. | 8,060 | $1.10M | 0.57% | +5,837+262.6% | Added |
| Corundum Group, Inc. | 8,080 | $1.10M | 1.02% | +3,306+69.3% | Added |
| Masso Torrence Wealth Management Inc. | 8,092 | $1.10M | 0.88% | +280+3.6% | Added |
| Keeley-Teton Advisors, LLC | 8,103 | $1.10M | 0.12% | −70−0.9% | Reduced |
| Carson Advisory Inc. | 8,115 | $1.11M | 1.10% | −96−1.2% | Reduced |
| Fortress Wealth Group, LLC | 8,112 | $1.11M | 0.85% | −14−0.2% | Reduced |
| Sierra Capital LLC | 8,135 | $1.11M | 0.18% | −367−4.3% | Reduced |
| Bouchey Financial Group Ltd | 8,133 | $1.11M | 0.15% | −240−2.9% | Reduced |
| Drive Wealth Management, LLC | 8,147 | $1.11M | 0.94% | +3,405+71.8% | Added |
| Shaker Investments LLC | 8,171 | $1.11M | 0.57% | +133+1.7% | Added |
| Round Table Services, LLC | 8,196 | $1.12M | 0.19% | +1,163+16.5% | Added |
| Legacy Bridge, LLC | 8,198 | $1.12M | 0.65% | 00.0% | Unchanged |
| Richard P Slaughter Associates Inc | 8,213 | $1.12M | 0.42% | +509+6.6% | Added |
| Princeton Capital Management LLC | 8,218 | $1.12M | 0.35% | +690+9.2% | Added |
| Stephenson National Bank & Trust | 8,231 | $1.12M | 0.67% | +122+1.5% | Added |
| MEMBERS Trust Co | 8,253 | $1.13M | 0.03% | −406−4.7% | Reduced |
| W Advisors, LLC | 8,255 | $1.13M | 0.85% | +384+4.9% | Added |
| Asset Management Corp | 8,260 | $1.13M | 0.69% | +635+8.3% | Added |
| McElhenny Sheffield Capital Management, LLC | 8,270 | $1.13M | 0.39% | −25−0.3% | Reduced |
| Winfield Associates, Inc. | 8,284 | $1.13M | 0.41% | −649−7.3% | Reduced |
| Orca Investment Management, LLC | 8,283 | $1.13M | 0.92% | −344−4.0% | Reduced |
| Herbst Group, LLC | 8,280 | $1.13M | 0.75% | +1,000+13.7% | Added |
| ELCO Management Co., LLC | 8,288 | $1.13M | 0.77% | +6+0.1% | Added |
| New Century Advisors, LLC | 8,310 | $1.13M | 0.96% | −10,815−56.5% | Reduced |
| Searle & Co. | 8,311 | $1.13M | 0.42% | +500+6.4% | Added |
| Ti-Trust, Inc | 8,317 | $1.13M | 1.03% | −130−1.5% | Reduced |
| Veracity Capital LLC | 8,351 | $1.14M | 0.47% | +1,468+21.3% | Added |
| Keel Point, LLC | 8,362 | $1.14M | 0.17% | −11−0.1% | Reduced |
| Harvest Volatility Management LLC | 8,369 | $1.14M | 0.13% | +5,196+163.8% | Added |
| Foresight Wealth Management, LLC | 8,375 | $1.14M | 0.46% | +1,871+28.8% | Added |
| DSC Advisors, L.P. | 8,393 | $1.14M | 0.92% | +5,266+168.4% | Added |
| Hemenway Trust Co LLC | 8,404 | $1.15M | 0.11% | 00.0% | Unchanged |
| Mason & Associates Inc | 8,413 | $1.15M | 0.35% | +2,813+50.2% | Added |
| Jump Financial, LLC | 8,416 | $1.15M | 0.05% | +4,112+95.5% | Added |
| Personal Cfo Solutions, LLC | 8,420 | $1.15M | 0.23% | +830+10.9% | Added |
| SC&H Financial Advisors, Inc. | 8,433 | $1.15M | 0.55% | −46−0.5% | Reduced |
| Opus Capital Group, LLC | 8,436 | $1.15M | 0.22% | −8−0.1% | Reduced |
| Twin Focus Capital Partners, LLC | 8,466 | $1.15M | 0.22% | +142+1.7% | Added |
| Silicon Hills Wealth Management, LLC | 8,499 | $1.16M | 0.74% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 8,504 | $1.16M | 0.15% | +280+3.4% | Added |
| Taconic Capital Advisors LP | 8,500 | $1.16M | 0.04% | +8,500 | New |
| Quent Capital, LLC | 8,506 | $1.16M | 0.22% | −3,846−31.1% | Reduced |
| First National Bank & Trust Co of Newtown | 8,510 | $1.16M | 0.23% | +130+1.6% | Added |
| Alps Advisors Inc | 8,520 | $1.16M | 0.01% | −2,420−22.1% | Reduced |
| Renasant Bank | 8,551 | $1.17M | 0.78% | +2,008+30.7% | Added |
| Sather Financial Group Inc | 8,566 | $1.17M | 0.10% | +3,974+86.5% | Added |
| Triad Financial Advisors, Inc. | 8,583 | $1.17M | 0.63% | −909−9.6% | Reduced |
| Defined Wealth Management, LLC | 8,586 | $1.17M | 1.03% | 00.0% | Unchanged |
| Wealth Management Associates, Inc. | 8,583 | $1.17M | 0.66% | +263+3.2% | Added |
| Cheviot Value Management, LLC | 8,591 | $1.17M | 0.25% | −315−3.5% | Reduced |
| Beacon Financial Advisory LLC | 8,608 | $1.17M | 0.56% | +76+0.9% | Added |
| Clarus Group, Inc. | 8,609 | $1.17M | 0.80% | −90−1.0% | Reduced |
| LifeSteps Financial, Inc. | 8,617 | $1.18M | 0.87% | −498−5.5% | Reduced |
| Samalin Investment Counsel, LLC | 8,630 | $1.18M | 0.71% | −454−5.0% | Reduced |
| Accel Wealth Management | 8,698 | $1.18M | 0.61% | +46+0.5% | Added |
| My Legacy Advisors, LLC | 8,649 | $1.18M | 0.55% | +8,649 | New |
| Traverso Chambers Private Wealth Management, LLC | 8,666 | $1.18M | 0.35% | +184+2.2% | Added |
| Taylor Hoffman Wealth Management | 8,670 | $1.18M | 0.47% | +10.0% | Added |
| Lionsbridge Wealth Management LLC | 8,696 | $1.19M | 1.37% | −333−3.7% | Reduced |
| Baystate Wealth Management LLC | 8,719 | $1.19M | 0.10% | +36+0.4% | Added |
| Global Trust Asset Management, LLC | 8,719 | $1.19M | 0.49% | +660+8.2% | Added |
| Bell Bank | 8,727 | $1.19M | 0.13% | −35−0.4% | Reduced |
| Lion Street Advisors, LLC | 8,759 | $1.19M | 0.61% | −987−10.1% | Reduced |
| Salzhauer Michael | 11,460 | $1.19M | 0.53% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 8,756 | $1.19M | 0.44% | +196+2.3% | Added |
| CapWealth Advisors, LLC | 8,767 | $1.20M | 0.12% | −60−0.7% | Reduced |
| Wealth Alliance Advisory Group, LLC | 8,784 | $1.20M | 0.52% | +696+8.6% | Added |
| Central Bank & Trust Co | 8,838 | $1.21M | 0.19% | −445−4.8% | Reduced |
| Hummer Financial Advisory Services Inc | 8,840 | $1.21M | 1.09% | −132−1.5% | Reduced |
| Well Done, LLC | 8,844 | $1.21M | 0.24% | −138−1.5% | Reduced |
| Wealth Management Partners, LLC | 9,000 | $1.21M | 0.86% | +2,000+28.6% | Added |
| Select Asset Management & Trust | 8,863 | $1.21M | 1.03% | −12,020−57.6% | Reduced |
| Hendershot Investments Inc. | 8,873 | $1.21M | 0.18% | 00.0% | Unchanged |
| Sky Investment Group LLC | 8,873 | $1.21M | 0.26% | +945+11.9% | Added |
| Collective Family Office LLC | 8,877 | $1.21M | 0.46% | +1,310+17.3% | Added |
| Premier Asset Management LLC | 8,915 | $1.22M | 0.38% | −4,168−31.9% | Reduced |
| City State Bank | 8,911 | $1.22M | 0.73% | +477+5.7% | Added |
| Financial Partners Group, Inc | 8,923 | $1.22M | 0.26% | −1,185−11.7% | Reduced |
| Keebeck Alpha, LP | 8,917 | $1.22M | 0.37% | −30.0% | Reduced |
| Blue Square Asset Management, LLC | 8,924 | $1.22M | 1.02% | −2,536−22.1% | Reduced |
| Prentice Wealth Management LLC | 8,976 | $1.22M | 0.58% | +355+4.1% | Added |
| KRS Capital Management, LLC | 8,932 | $1.22M | 1.32% | +450+5.3% | Added |
| Revolve Wealth Partners, LLC | 8,944 | $1.22M | 0.35% | +889+11.0% | Added |
| NTB Financial Corp | 8,955 | $1.22M | 0.87% | +2,540+39.6% | Added |
| Vise Technologies, Inc. | 8,957 | $1.22M | 0.46% | +6,839+322.9% | Added |
| PSI Advisors, LLC | 8,969 | $1.22M | 0.50% | +51+0.6% | Added |
| Gyon Technologies Capital Management, LP | 8,965 | $1.22M | 0.86% | +8,965 | New |
| Dohj, LLC | 8,981 | $1.22M | 0.59% | +4,139+85.5% | Added |
| Joseph Group Capital Management | 8,994 | $1.23M | 1.24% | +452+5.3% | Added |
| Hardy Reed LLC | 9,003 | $1.23M | 0.23% | +67+0.7% | Added |
| Ayrshire Capital Management LLC | 9,027 | $1.23M | 0.73% | +156+1.8% | Added |
| Ridgecrest Wealth Partners, LLC | 9,037 | $1.23M | 0.78% | 00.0% | Unchanged |
| Addison Advisors LLC | 9,096 | $1.24M | 0.68% | +2,090+29.8% | Added |
| Spinnaker Investment Group, LLC | 8,788 | $1.24M | 0.40% | −35−0.4% | Reduced |
| Mendel Capital Management LLC | 9,153 | $1.25M | 1.18% | +330+3.7% | Added |
| AXS Investments LLC | 9,167 | $1.25M | 0.50% | +1,960+27.2% | Added |
| Gilbert & Cook, Inc. | 9,176 | $1.25M | 0.20% | +1,915+26.4% | Added |
| LVM Capital Management Ltd | 9,187 | $1.25M | 0.17% | +192+2.1% | Added |