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 |
|---|---|---|---|---|---|
| Citadel Investment Advisory, Inc. | 9,211 | $1.26M | 0.73% | −54−0.6% | Reduced |
| Loudon Investment Management, LLC | 9,220 | $1.26M | 0.83% | +1,975+27.3% | Added |
| BerganKDV Wealth Management, LLC | 9,267 | $1.26M | 0.14% | −988−9.6% | Reduced |
| Autumn Glory Partners, LLC | 9,286 | $1.27M | 0.73% | −8,986−49.2% | Reduced |
| Childress Capital Advisors, LLC | 9,311 | $1.27M | 0.44% | −486−5.0% | Reduced |
| Cribstone Capital Management, LLC | 9,316 | $1.27M | 0.69% | +7,670+466.0% | Added |
| Sage Rhino Capital LLC | 9,326 | $1.27M | 0.39% | −193−2.0% | Reduced |
| South Street Advisors LLC | 9,359 | $1.28M | 0.24% | +245+2.7% | Added |
| Marion Wealth Management | 9,369 | $1.28M | 0.62% | +129+1.4% | Added |
| Ramsay, Stattman, Vela & Price, Inc. | 9,386 | $1.28M | 0.25% | +7,825+501.3% | Added |
| Auxano Advisors, LLC | 9,391 | $1.28M | 0.54% | −1,948−17.2% | Reduced |
| Tempus Wealth Planning, LLC | 9,393 | $1.28M | 0.91% | −660−6.6% | Reduced |
| Meadow Creek Wealth Advisors LLC | 9,397 | $1.28M | 1.39% | −667−6.6% | Reduced |
| Fiera Capital Corp | 9,398 | $1.28M | 0.00% | −6,864−42.2% | Reduced |
| MBL Wealth, LLC | 9,435 | $1.29M | 0.31% | +9,435 | New |
| One + One Wealth Management, LLC | 9,447 | $1.29M | 0.85% | +91+1.0% | Added |
| Westwood Wealth Management | 9,472 | $1.29M | 0.96% | −6,020−38.9% | Reduced |
| Voya Financial Advisors, Inc. | 9,198 | $1.29M | 0.15% | +952+11.5% | Added |
| Occudo Quantitative Strategies LP | 9,487 | $1.29M | 0.11% | +9,487 | New |
| Morton Capital Management LLC | 9,528 | $1.30M | 0.53% | +51+0.5% | Added |
| HWG Holdings LP | 9,545 | $1.30M | 0.65% | −5,717−37.5% | Reduced |
| Newbridge Financial Services Group, Inc. | 9,542 | $1.30M | 0.64% | −116−1.2% | Reduced |
| Caxton Associates LP | 9,542 | $1.30M | 0.13% | +7,673+410.5% | Added |
| Davidson Investment Advisors | 9,551 | $1.30M | 0.09% | −465−4.6% | Reduced |
| Calton & Associates, Inc. | 14,532 | $1.30M | 0.39% | −1,962−11.9% | Reduced |
| Hollow Brook Wealth Management LLC | 9,576 | $1.30M | 0.58% | 00.0% | Unchanged |
| Finer Wealth Management, Inc. | 9,571 | $1.30M | 1.07% | +1,664+21.0% | Added |
| 1620 Investment Advisors, Inc. | 8,260 | $1.31M | 1.42% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 9,618 | $1.31M | 0.28% | +523+5.8% | Added |
| Philo Smith Capital Corp | 9,900 | $1.32M | 0.48% | +350+3.7% | Added |
| Hemington Wealth Management | 9,688 | $1.32M | 0.44% | +3,223+49.9% | Added |
| CRA Financial Services, LLC | 9,704 | $1.32M | 0.40% | +2,227+29.8% | Added |
| KC Investment Advisors, LLC | 9,710 | $1.32M | 0.92% | −159−1.6% | Reduced |
| Norris Perne & French LLP | 9,723 | $1.32M | 0.11% | −104,727−91.5% | Reduced |
| Jackson Hole Capital Partners, LLC | 9,754 | $1.33M | 0.38% | +1,968+25.3% | Added |
| Burgundy Asset Management Ltd. | 9,761 | $1.33M | 0.01% | 00.0% | Unchanged |
| US Asset Management LLC | 9,766 | $1.33M | 1.23% | +67+0.7% | Added |
| Connors Investor Services Inc | 9,833 | $1.34M | 0.14% | −82,075−89.3% | Reduced |
| Benchmark Investment Advisors LLC | 9,842 | $1.34M | 1.01% | +1,069+12.2% | Added |
| CKW Financial Group | 9,977 | $1.35M | 0.20% | −78−0.8% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 9,909 | $1.35M | 0.24% | −2,153−17.8% | Reduced |
| 44 Wealth Management LLC | 9,917 | $1.35M | 0.49% | −4,731−32.3% | Reduced |
| Dixon Hughes Goodman Wealth Advisors LLC | 9,919 | $1.35M | 0.39% | +8,394+550.4% | Added |
| Oxler Private Wealth LLC | 9,926 | $1.35M | 0.61% | +65+0.7% | Added |
| Cozad Asset Management Inc | 9,924 | $1.35M | 0.19% | +3,347+50.9% | Added |
| Morris Financial Concepts, Inc. | 9,942 | $1.35M | 1.13% | −98−1.0% | Reduced |
| Texas Capital Bancshares Inc | 9,946 | $1.36M | 0.82% | −544−5.2% | Reduced |
| BHK Investment Advisors, LLC | 9,958 | $1.36M | 0.57% | +326+3.4% | Added |
| Phocas Financial Corp. | 10,011 | $1.36M | 0.17% | +763+8.3% | Added |
| Charter Oak Capital Management, LLC | 10,019 | $1.37M | 0.17% | +1,300+14.9% | Added |
| Guardian Wealth Advisors, LLC | 10,032 | $1.37M | 0.59% | +638+6.8% | Added |
| Derbend Asset Management | 8,648 | $1.37M | 1.34% | 00.0% | Unchanged |
| Front Row Advisors LLC | 10,053 | $1.37M | 0.55% | +216+2.2% | Added |
| Wedmont Private Capital | 10,093 | $1.37M | 0.31% | +1,017+11.2% | Added |
| Round Hill Asset Management | 10,084 | $1.38M | 0.72% | 00.0% | Unchanged |
| Mason Investment Advisory Services, Inc. | 10,114 | $1.38M | 0.12% | 00.0% | Unchanged |
| Vista Investment Management | 10,132 | $1.38M | 0.76% | +486+5.0% | Added |
| Monte Financial Group, LLC | 10,136 | $1.38M | 0.74% | −1,275−11.2% | Reduced |
| Towercrest Capital Management | 10,148 | $1.38M | 0.27% | +100+1.0% | Added |
| Trust Investment Advisors | 10,173 | $1.39M | 1.13% | +129+1.3% | Added |
| Bar Harbor Trust Services | 10,223 | $1.39M | 0.42% | −1,346−11.6% | Reduced |
| Cidel Asset Management Inc | 10,234 | $1.40M | 0.05% | −441−4.1% | Reduced |
| Quantinno Capital Management LP | 10,256 | $1.40M | 0.21% | −7,047−40.7% | Reduced |
| Crescent Grove Advisors, LLC | 10,262 | $1.40M | 0.14% | −1,530−13.0% | Reduced |
| Evanson Asset Management, LLC | 10,261 | $1.40M | 0.14% | +151+1.5% | Added |
| Cornerstone National Bank & Trust Co | 10,279 | $1.40M | 0.62% | +2,683+35.3% | Added |
| Private Capital Group, LLC | 10,283 | $1.40M | 0.32% | −379−3.6% | Reduced |
| Sterling Investment Counsel, LLC | 10,332 | $1.41M | 0.95% | +3,126+43.4% | Added |
| Commons Capital, LLC | 10,337 | $1.41M | 1.52% | +80+0.8% | Added |
| JSF Financial, LLC | 10,333 | $1.41M | 0.60% | +449+4.5% | Added |
| Marble Harbor Investment Counsel, LLC | 10,352 | $1.41M | 0.18% | +3,084+42.4% | Added |
| Eagle Capital Management LLC | 10,385 | $1.42M | 0.00% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 10,398 | $1.42M | 0.07% | −2,407−18.8% | Reduced |
| Insight Wealth Strategies, LLC | 10,392 | $1.42M | 0.21% | +1,715+19.8% | Added |
| Eqis Capital Management, Inc. | 10,404 | $1.42M | 0.13% | −3,065−22.8% | Reduced |
| First Financial Corp | 10,403 | $1.42M | 0.86% | +627+6.4% | Added |
| BigSur Wealth Management LLC | 10,442 | $1.42M | 0.55% | −50−0.5% | Reduced |
| Bennett Selby Investments LP | 10,465 | $1.43M | 0.86% | +1,088+11.6% | Added |
| Executive Wealth Management, LLC | 10,532 | $1.44M | 0.16% | +2,531+31.6% | Added |
| Roman Butler Fullerton & Co | 10,531 | $1.44M | 0.68% | −214−2.0% | Reduced |
| MJP Associates Inc | 10,547 | $1.44M | 0.37% | +1,937+22.5% | Added |
| Sage Mountain Advisors LLC | 10,592 | $1.44M | 0.23% | −11,403−51.8% | Reduced |
| Waddell & Associates, LLC | 10,605 | $1.45M | 0.23% | +2,022+23.6% | Added |
| Ssi Investment Management LLC | 10,621 | $1.45M | 0.08% | −100−0.9% | Reduced |
| Invst, LLC | 11,891 | $1.45M | 0.24% | +587+5.2% | Added |
| Blackhawk Capital Partners LLC. | 10,631 | $1.45M | 0.98% | +886+9.1% | Added |
| Fiduciary Planning LLC | 10,643 | $1.45M | 0.80% | +1,044+10.9% | Added |
| Trinity Financial Advisors LLC | 10,661 | $1.45M | 0.91% | +50.0% | Added |
| Westbourne Investment Advisors, Inc. | 10,675 | $1.46M | 0.60% | −215−2.0% | Reduced |
| Elmwood Wealth Management, Inc. | 10,680 | $1.46M | 0.75% | +280+2.7% | Added |
| First Farmers & Merchants Bank / Trust | 10,687 | $1.46M | 1.55% | +126+1.2% | Added |
| All Terrain Financial Advisors, LLC | 10,695 | $1.46M | 0.66% | −301−2.7% | Reduced |
| Bassett Hargrove Investment Counsel, LLC | 10,698 | $1.46M | 2.22% | −34−0.3% | Reduced |
| Guardian Capital LP | 10,705 | $1.46M | 0.03% | +1,400+15.0% | Added |
| Fulcrum Asset Management LLP | – | $1.46M | 0.43% | – | – |
| BlackDiamond Wealth Management Inc. | 10,746 | $1.47M | 1.75% | −261−2.4% | Reduced |
| HC Advisors, LLC | 10,743 | $1.47M | 0.93% | +73+0.7% | Added |
| Orion Capital Management LLC | 10,750 | $1.47M | 0.89% | +240+2.3% | Added |
| Breiter Capital Management Inc | 10,753 | $1.47M | 0.72% | −91−0.8% | Reduced |
| Ayalon Holdings Ltd. | 10,771 | $1.47M | 0.50% | −4,035−27.3% | Reduced |