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 |
|---|---|---|---|---|---|
| Lincluden Management Ltd | 10,780 | $1.47M | 0.13% | −395−3.5% | Reduced |
| Winthrop Advisory Group LLC | 10,780 | $1.47M | 0.31% | +337+3.2% | Added |
| Orleans Capital Management Corp | 10,808 | $1.47M | 0.92% | −5,415−33.4% | Reduced |
| Capital Square, LLC | 10,808 | $1.47M | 1.05% | +646+6.4% | Added |
| Capital Advisors, Ltd. LLC | 10,812 | $1.47M | 0.25% | −1,068−9.0% | Reduced |
| Advisory Research Inc | 10,849 | $1.48M | 0.12% | −2,828−20.7% | Reduced |
| Cape Ann Savings Bank | 10,857 | $1.48M | 0.97% | −1,084−9.1% | Reduced |
| Carl P. Sherr & Co., LLC | 10,871 | $1.48M | 1.00% | −237−2.1% | Reduced |
| One Charles Private Wealth Services, LLC | 10,897 | $1.49M | 0.92% | −11−0.1% | Reduced |
| Corvex Management LP | 10,907 | $1.49M | 0.11% | −415,491−97.4% | Reduced |
| Tiger Eye Capital LLC | 10,910 | $1.49M | 0.57% | 00.0% | Unchanged |
| Wealth Architects, LLC | 10,944 | $1.49M | 0.25% | +50.0% | Added |
| Trust Co | 10,989 | $1.50M | 0.29% | −547−4.7% | Reduced |
| Hazlett, Burt & Watson, Inc. | 10,991 | $1.50M | 1.19% | +10,991 | New |
| Prostatis Group LLC | 11,014 | $1.50M | 1.20% | +597+5.7% | Added |
| Avestar Capital, LLC | 11,021 | $1.50M | 0.28% | +626+6.0% | Added |
| Total Clarity Wealth Management, Inc. | 11,023 | $1.50M | 0.82% | +767+7.5% | Added |
| Eagle Bluffs Wealth Management LLC | 11,037 | $1.50M | 1.45% | +851+8.4% | Added |
| Gilman Hill Asset Management, LLC | 11,065 | $1.51M | 0.34% | +984+9.8% | Added |
| JNBA Financial Advisors | 11,069 | $1.51M | 0.20% | −192−1.7% | Reduced |
| Allred Capital Management, LLC | 11,077 | $1.51M | 0.80% | +256+2.4% | Added |
| Everhart Financial Group, Inc. | 11,094 | $1.51M | 0.87% | −244−2.2% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 11,107 | $1.51M | 0.00% | +829+8.1% | Added |
| HBK Investments L P | 11,152 | $1.52M | 0.03% | +11,152 | New |
| Formidable Asset Management, LLC | 11,161 | $1.52M | 0.29% | +821+7.9% | Added |
| Prestige Wealth Management Group LLC | 11,173 | $1.52M | 0.37% | +259+2.4% | Added |
| Warren Averett Asset Management, LLC | 11,181 | $1.52M | 0.13% | −358−3.1% | Reduced |
| Burke & Herbert Bank & Trust Co | 11,185 | $1.52M | 0.97% | −1,045−8.5% | Reduced |
| Patriot Investment Management Inc. | 11,189 | $1.52M | 0.13% | +5,595+100.0% | Added |
| N.E.W. Advisory Services LLC | 10,040 | $1.53M | 0.29% | −265−2.6% | Reduced |
| West Michigan Advisors, LLC | 11,205 | $1.53M | 1.09% | +1,383+14.1% | Added |
| Highland Private Wealth Management | 11,240 | $1.53M | 0.20% | −760−6.3% | Reduced |
| Cacti Asset Management LLC | 11,110 | $1.53M | 0.12% | 00.0% | Unchanged |
| MBA Advisors LLC | 11,278 | $1.54M | 0.95% | +40.0% | Added |
| Townsend & Associates, Inc | 11,516 | $1.54M | 0.71% | +1,111+10.7% | Added |
| L.M. Kohn & Company | 11,270 | $1.54M | 0.59% | +11,270 | New |
| Paces Ferry Wealth Advisors, LLC | 11,292 | $1.54M | 1.22% | +153+1.4% | Added |
| Venturi Wealth Management, LLC | 11,285 | $1.54M | 0.12% | +974+9.4% | Added |
| Onyx Bridge Wealth Group LLC | 12,693 | $1.54M | 0.58% | +2,616+26.0% | Added |
| First Dallas Securities Inc. | 11,326 | $1.54M | 0.87% | −849−7.0% | Reduced |
| De Burlo Group Inc | 11,350 | $1.55M | 0.29% | −350−3.0% | Reduced |
| Brooktree Capital Management | 11,357 | $1.55M | 1.01% | −2,100−15.6% | Reduced |
| Perpetual Investment Management Ltd | 11,376 | $1.55M | 0.19% | −15−0.1% | Reduced |
| St. Johns Investment Management Company, LLC | 11,398 | $1.55M | 0.83% | +165+1.5% | Added |
| Heritage Wealth Management, LLC | 11,455 | $1.56M | 0.42% | +11,455 | New |
| GoalVest Advisory LLC | 11,451 | $1.56M | 0.88% | +11,451 | New |
| Lavaca Capital LLC | 11,463 | $1.56M | 0.67% | +551+5.0% | Added |
| Eudaimonia Advisors LLC | 11,474 | $1.56M | 0.90% | −289−2.5% | Reduced |
| Prelude Capital Management, LLC | 11,481 | $1.56M | 0.07% | +5,162+81.7% | Added |
| Teza Capital Management LLC | 11,478 | $1.56M | 0.59% | +11,478 | New |
| Boston Common Asset Management, LLC | 11,489 | $1.57M | 0.07% | −1,115−8.8% | Reduced |
| Heron Financial Group, LLC | 11,496 | $1.57M | 0.81% | −1,700−12.9% | Reduced |
| Summit X, LLC | 11,479 | $1.57M | 0.38% | −691−5.7% | Reduced |
| Evergreen Wealth Solutions, LLC | 11,515 | $1.57M | 1.52% | +375+3.4% | Added |
| Fort Point Capital Partners LLC | 11,549 | $1.57M | 0.24% | +132+1.2% | Added |
| Ballast, Inc. | 11,557 | $1.57M | 0.61% | +1,123+10.8% | Added |
| Wealthquest Corp | 9,951 | $1.57M | 0.24% | 00.0% | Unchanged |
| Alera Investment Advisors, LLC | 11,554 | $1.58M | 0.36% | +6,559+131.3% | Added |
| Sonata Capital Group Inc | 11,634 | $1.59M | 0.70% | −475−3.9% | Reduced |
| Sittner & Nelson, LLC | 11,635 | $1.59M | 0.92% | +10.0% | Added |
| Godshalk Welsh Capital Management, Inc. | 11,641 | $1.59M | 0.98% | −134−1.1% | Reduced |
| Mainstay Capital Management LLC | 11,644 | $1.59M | 0.29% | 00.0% | Unchanged |
| Aire Advisors, LLC | 11,661 | $1.59M | 0.57% | −184−1.6% | Reduced |
| Weaver C. Barksdale & Associates, Inc. | 11,665 | $1.59M | 1.42% | +159+1.4% | Added |
| Brown Advisory Securities, LLC | 11,686 | $1.60M | 0.93% | −3,876−24.9% | Reduced |
| IMS Capital Management | 11,709 | $1.60M | 0.84% | +2,988+34.3% | Added |
| TBH Global Asset Management, LLC | 11,719 | $1.60M | 0.34% | +519+4.6% | Added |
| Palumbo Wealth Management LLC | 11,769 | $1.60M | 1.03% | +302+2.6% | Added |
| Caldwell Investment Management Ltd. | 11,460 | $1.61M | 1.27% | +11,460 | New |
| Virtue Capital Management, LLC | 11,803 | $1.61M | 0.25% | +3,033+34.6% | Added |
| Strategic Investment Advisors | 11,811 | $1.61M | 0.30% | +345+3.0% | Added |
| Woodward Diversified Capital, LLC | 11,834 | $1.61M | 1.05% | +1,023+9.5% | Added |
| Acorn Wealth Advisors, LLC | 11,850 | $1.61M | 1.11% | +34+0.3% | Added |
| Members Capital Advisors Inc | 11,881 | $1.62M | 1.04% | 00.0% | Unchanged |
| BancorpSouth Bank | 11,887 | $1.62M | 0.20% | +108+0.9% | Added |
| Prudent Man Advisors, LLC | 11,908 | $1.62M | 0.66% | +5,462+84.7% | Added |
| Advisor Resource Council | 11,986 | $1.63M | 0.50% | −16,425−57.8% | Reduced |
| Stonnington Group, LLC | 12,298 | $1.64M | 0.39% | −7,291−37.2% | Reduced |
| Holowesko Partners Ltd. | 12,000 | $1.64M | 0.82% | +2,000+20.0% | Added |
| Granby Capital Management, LLC | 12,000 | $1.64M | 1.40% | +12,000 | New |
| Lee Johnson Capital Management, LLC | 12,035 | $1.64M | 1.46% | +4,458+58.8% | Added |
| Aft, Forsyth & Company, Inc. | 12,052 | $1.64M | 1.05% | −734−5.7% | Reduced |
| CX Institutional | 12,063 | $1.64M | 0.13% | +426+3.7% | Added |
| Bath Savings Trust Co | 12,064 | $1.65M | 0.19% | −50−0.4% | Reduced |
| Rosenbaum Jay D. | 12,065 | $1.65M | 2.60% | +55+0.5% | Added |
| First National Bank of South Miami | 12,111 | $1.65M | 1.00% | +758+6.7% | Added |
| Oder Investment Management, LLC | 12,123 | $1.65M | 1.88% | +1,805+17.5% | Added |
| Summit Wealth & Retirement Planning, Inc. | 12,138 | $1.66M | 0.58% | +4,604+61.1% | Added |
| Fuller & Thaler Asset Management, Inc. | 12,151 | $1.66M | 0.01% | −4,100−25.2% | Reduced |
| Axiom Financial Strategies, LLC | 13,976 | $1.66M | 0.83% | −93−0.7% | Reduced |
| JFS Wealth Advisors, LLC | 12,162 | $1.66M | 0.16% | +1,426+13.3% | Added |
| Keudell/Morrison Wealth Management | 12,173 | $1.66M | 0.69% | +603+5.2% | Added |
| Accurate Wealth Management, LLC | 12,206 | $1.66M | 0.75% | +6,233+104.4% | Added |
| HAP Trading, LLC | 12,207 | $1.66M | 0.19% | +12,207 | New |
| Patton Fund Management, Inc. | 12,234 | $1.67M | 0.46% | +31+0.3% | Added |
| Golden State Wealth Management, LLC | 12,247 | $1.67M | 0.33% | −3,357−21.5% | Reduced |
| Schrum Private Wealth Management LLC | 12,813 | $1.67M | 1.68% | −37−0.3% | Reduced |
| Nicholas Hoffman & Company, LLC. | 12,262 | $1.67M | 0.07% | −332−2.6% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 12,269 | $1.67M | 0.98% | +572+4.9% | Added |
| Solidarilty Wealth, LLC | 12,751 | $1.67M | 0.94% | +12,751 | New |