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 |
|---|---|---|---|---|---|
| Concord Wealth Partners | 12,273 | $1.67M | 0.43% | +776+6.7% | Added |
| Plante Moran Financial Advisors, LLC | 12,313 | $1.68M | 0.31% | −615−4.8% | Reduced |
| Perennial Investment Advisors, LLC | 12,311 | $1.68M | 0.53% | −21−0.2% | Reduced |
| KLCM Advisors, Inc. | 12,360 | $1.69M | 0.36% | −440−3.4% | Reduced |
| Kelly Lawrence W & Associates Inc | 12,362 | $1.69M | 0.36% | −200−1.6% | Reduced |
| CoreFirst Bank & Trust | 12,360 | $1.69M | 1.15% | +453+3.8% | Added |
| Buckingham Strategic Partners | 12,385 | $1.69M | 0.17% | +1,417+12.9% | Added |
| Chatham Capital Group, Inc. | 12,385 | $1.69M | 0.33% | 00.0% | Unchanged |
| Crystal Rock Capital Management | 12,393 | $1.69M | 1.12% | 00.0% | Unchanged |
| BSW Wealth Partners | 12,393 | $1.69M | 0.43% | +441+3.7% | Added |
| Selective Wealth Management, Inc. | 12,400 | $1.69M | 0.61% | −2,472−16.6% | Reduced |
| Windsor Capital Management, LLC | 12,418 | $1.69M | 0.53% | +171+1.4% | Added |
| Tilia Fiduciary Partners, Inc. | 12,472 | $1.70M | 1.44% | +654+5.5% | Added |
| Falcon Wealth Planning | 12,509 | $1.71M | 0.53% | −352−2.7% | Reduced |
| Costello Asset Management, INC | 12,506 | $1.71M | 1.17% | +6,250+99.9% | Added |
| Wrapmanager Inc | 12,526 | $1.71M | 0.46% | +398+3.3% | Added |
| Kensington Investment Counsel, LLC | 12,523 | $1.71M | 1.13% | +637+5.4% | Added |
| Heartland Bank & Trust Co | 12,520 | $1.71M | 1.29% | +3,668+41.4% | Added |
| Greystone Financial Group, LLC | 12,529 | $1.71M | 0.43% | +6,601+111.4% | Added |
| Delta Financial Advisors LLC | 12,553 | $1.71M | 0.73% | +227+1.8% | Added |
| Chilton Investment Co LLC | 12,578 | $1.72M | 0.04% | −5,484−30.4% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 12,620 | $1.72M | 0.67% | +439+3.6% | Added |
| Regatta Capital Group, LLC | 12,665 | $1.73M | 0.60% | +311+2.5% | Added |
| S.E.E.D. Planning Group LLC | 12,677 | $1.73M | 0.74% | +10,814+580.5% | Added |
| Private Portfolio Partners LLC | 12,679 | $1.73M | 0.43% | +1,033+8.9% | Added |
| Grant/GrossMendelsohn, LLC | 13,350 | $1.73M | 0.87% | +2,432+22.3% | Added |
| Israel Discount Bank of New York | 12,715 | $1.73M | 1.14% | −47−0.4% | Reduced |
| Greenwich Wealth Management LLC | 12,733 | $1.74M | 0.18% | −469−3.6% | Reduced |
| Pacitti Group Inc. | 12,754 | $1.74M | 1.15% | +48+0.4% | Added |
| Gerber Kawasaki Wealth & Investment Management | 12,783 | $1.74M | 0.14% | −3,330−20.7% | Reduced |
| Insight Inv LLC | 12,795 | $1.74M | 1.58% | +503+4.1% | Added |
| FinTrust Capital Advisors, LLC | 12,829 | $1.75M | 0.40% | +41+0.3% | Added |
| Sunflower Bank, N.A. | 12,848 | $1.75M | 0.24% | +91+0.7% | Added |
| Occidental Asset Management, LLC | 12,866 | $1.75M | 0.45% | +287+2.3% | Added |
| Trillium Asset Management, LLC | 12,873 | $1.75M | 0.05% | −244−1.9% | Reduced |
| Sterling Investment Management, Inc. | 12,903 | $1.76M | 1.24% | −3,004−18.9% | Reduced |
| Nvest Financial, LLC | 12,947 | $1.76M | 1.45% | +12,947 | New |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 13,232 | $1.77M | 0.72% | +155+1.2% | Added |
| Holistic Financial Partners | 13,020 | $1.77M | 1.13% | −575−4.2% | Reduced |
| Sowell Financial Services LLC | 13,640 | $1.78M | 0.31% | −52,411−79.3% | Reduced |
| Mastrapasqua Asset Management Inc | 13,055 | $1.78M | 0.20% | −1,980−13.2% | Reduced |
| Ahrens Investment Partners LLC | 13,083 | $1.78M | 0.56% | +275+2.1% | Added |
| Legacy Wealth Management, LLC | 13,105 | $1.79M | 0.93% | −140−1.1% | Reduced |
| World Equity Group, Inc. | 13,128 | $1.79M | 0.39% | +13,128 | New |
| Highview Capital Management LLC | 13,164 | $1.79M | 1.15% | −707−5.1% | Reduced |
| CoreCap Advisors, LLC | 13,171 | $1.80M | 0.12% | −7,833−37.3% | Reduced |
| Pointe Capital Management LLC | 13,185 | $1.80M | 1.15% | +910+7.4% | Added |
| Trail Ridge Investment Advisors, LLC | 13,207 | $1.80M | 1.11% | −174−1.3% | Reduced |
| Amica Retiree Medical Trust | 13,205 | $1.80M | 1.68% | +642+5.1% | Added |
| Steward Financial Group LLC | 13,218 | $1.80M | 1.60% | 00.0% | Unchanged |
| Saxon Interests, Inc. | 13,252 | $1.81M | 0.96% | +2,375+21.8% | Added |
| Intrua Financial, LLC | 13,270 | $1.81M | 0.32% | −1,842−12.2% | Reduced |
| Highlander Capital Management, LLC | 13,280 | $1.81M | 0.85% | −100−0.7% | Reduced |
| Liberty One Investment Management, LLC | 13,275 | $1.81M | 0.27% | +676+5.4% | Added |
| Arbor Capital Management Inc | 13,461 | $1.82M | 1.40% | −1,056−7.3% | Reduced |
| Klingman & Associates, LLC | 13,392 | $1.82M | 0.16% | +2,313+20.9% | Added |
| Thomas White International Ltd | 13,446 | $1.83M | 0.31% | 00.0% | Unchanged |
| Aft, Forsyth & Sober, LLC | 13,450 | $1.83M | 0.72% | 00.0% | Unchanged |
| Sculati Wealth Management, LLC | 13,510 | $1.84M | 0.90% | +451+3.5% | Added |
| Weatherly Asset Management L. P. | 13,559 | $1.85M | 0.22% | +395+3.0% | Added |
| Lindenwold Advisors | 13,569 | $1.85M | 1.14% | −1,065−7.3% | Reduced |
| Natixis Investment Managers International | 13,605 | $1.85M | 0.03% | +13,605 | New |
| Cim Investment Mangement Inc | 13,608 | $1.85M | 0.63% | +299+2.2% | Added |
| Gs Investments, Inc. | 14,652 | $1.86M | 1.05% | +214+1.5% | Added |
| Uncommon Cents Investing LLC | 13,625 | $1.86M | 0.67% | +3,548+35.2% | Added |
| Access Financial Services, Inc. | 13,628 | $1.86M | 0.88% | −880−6.1% | Reduced |
| Traphagen Investment Advisors LLC | 13,656 | $1.86M | 0.31% | +2,198+19.2% | Added |
| Accredited Investors Inc. | 13,719 | $1.87M | 0.17% | +74+0.5% | Added |
| DFPG Investments, LLC | 14,571 | $1.87M | 0.73% | +1,913+15.1% | Added |
| MCF Advisors LLC | 13,733 | $1.87M | 0.18% | +13,733 | New |
| Mizuho Markets Cayman LP | 13,747 | $1.87M | 0.20% | +3,440+33.4% | Added |
| Biltmore Family Office, LLC | 13,763 | $1.88M | 0.40% | −772−5.3% | Reduced |
| San Luis Wealth Advisors LLC | 11,912 | $1.89M | 0.92% | −7−0.1% | Reduced |
| Roof Eidam & Maycock | 13,841 | $1.89M | 0.61% | +100+0.7% | Added |
| Byrne Asset Management LLC | 13,866 | $1.89M | 1.18% | +920+7.1% | Added |
| WBH Advisory Inc | 15,330 | $1.89M | 0.23% | −697−4.3% | Reduced |
| Terril Brothers, Inc. | 13,882 | $1.89M | 0.45% | −10,253−42.5% | Reduced |
| Bowman & Co S.C. | 13,879 | $1.89M | 1.46% | +1,852+15.4% | Added |
| Next Capital Management LLC | 13,890 | $1.89M | 1.31% | +2,915+26.6% | Added |
| Platte River Wealth Advisors, LLC | 13,961 | $1.90M | 0.69% | −8,993−39.2% | Reduced |
| Twin Lakes Capital Management, LLC | 13,961 | $1.90M | 1.07% | −2,847−16.9% | Reduced |
| Connecticut Wealth Management, LLC | 13,961 | $1.90M | 0.15% | +109+0.8% | Added |
| Windsor Group LTD | 14,294 | $1.91M | 0.35% | +41+0.3% | Added |
| TD Ameritrade Investment Management, LLC | 14,035 | $1.91M | 0.01% | +425+3.1% | Added |
| HGI Capital Management, LLC | 14,046 | $1.92M | 0.59% | −568−3.9% | Reduced |
| Benin Management CORP | 14,057 | $1.92M | 0.59% | +250+1.8% | Added |
| SFMG, LLC | 14,070 | $1.92M | 0.19% | −89−0.6% | Reduced |
| DAGCO, Inc. | 14,671 | $1.92M | 0.87% | +458+3.2% | Added |
| Boit C F David | 14,137 | $1.93M | 1.27% | −1,192−7.8% | Reduced |
| Wolff Wiese Magana LLC | 14,146 | $1.93M | 1.29% | −761−5.1% | Reduced |
| Old Mission Investment Co LLC | 14,173 | $1.93M | 0.72% | +785+5.9% | Added |
| Longfellow Investment Management Co LLC | 14,177 | $1.93M | 0.31% | +4,053+40.0% | Added |
| Laird Norton Trust Company, LLC | 14,193 | $1.93M | 0.18% | −1,138−7.4% | Reduced |
| Neumann Capital Management, LLC | 14,185 | $1.93M | 0.82% | −200−1.4% | Reduced |
| 626 Financial, LLC | 14,241 | $1.94M | 1.24% | +857+6.4% | Added |
| Surevest, LLC | 14,289 | $1.95M | 0.47% | −24,090−62.8% | Reduced |
| Phillips Financial Management, LLC | 14,330 | $1.95M | 0.18% | −30.0% | Reduced |
| Missouri Trust & Investment Co | 14,328 | $1.95M | 1.15% | +1,637+12.9% | Added |
| Exane Derivatives | 14,379 | $1.96M | 0.55% | −6,739−31.9% | Reduced |
| Red Cedar Investment Management, LLC | 14,382 | $1.96M | 0.27% | −2,829−16.4% | Reduced |