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 |
|---|---|---|---|---|---|
| Main Street Financial Solutions, LLC | 14,394 | $1.96M | 0.29% | −59−0.4% | Reduced |
| Chapman Investment Management, LLC | 14,408 | $1.96M | 1.05% | 00.0% | Unchanged |
| Hudson Canyon Capital Management | 14,413 | $1.96M | 1.55% | +930+6.9% | Added |
| Gries Financial LLC | 14,418 | $1.97M | 0.72% | +3,237+29.0% | Added |
| Jackson Square Capital, LLC | 14,423 | $1.97M | 0.61% | −16,394−53.2% | Reduced |
| Optas, LLC | 14,439 | $1.97M | 0.64% | +498+3.6% | Added |
| BCGM Wealth Management, LLC | 16,523 | $1.97M | 1.07% | +830+5.3% | Added |
| Proficio Capital Partners LLC | 14,485 | $1.97M | 0.29% | +1,180+8.9% | Added |
| Archford Capital Strategies, LLC | 14,820 | $1.98M | 0.44% | +1,386+10.3% | Added |
| Washington Capital Management Inc | 14,505 | $1.98M | 1.63% | −450−3.0% | Reduced |
| Pinnacle Holdings, LLC | 14,524 | $1.98M | 0.78% | +1,199+9.0% | Added |
| True North Advisors, LLC | 14,554 | $1.98M | 0.53% | −3,149−17.8% | Reduced |
| Peoples Bank | 14,569 | $1.99M | 1.00% | +279+2.0% | Added |
| Ledge Wealth Management, Inc. | 14,569 | $1.99M | 1.23% | +14,569 | New |
| Waycross Partners, LLC | 14,584 | $1.99M | 1.16% | +14,584 | New |
| Notis-McConarty Edward | 14,602 | $1.99M | 0.71% | −432−2.9% | Reduced |
| Midwest Professional Planners, LTD. | 14,627 | $1.99M | 0.98% | +786+5.7% | Added |
| TCI Wealth Advisors, Inc. | 14,661 | $2.00M | 0.30% | −153−1.0% | Reduced |
| Hartline Investment Corp | 12,858 | $2.00M | 0.25% | −72−0.6% | Reduced |
| Lineweaver Wealth Advisors, LLC | 14,675 | $2.00M | 0.57% | +3,498+31.3% | Added |
| High Pointe Capital Management LLC | 14,681 | $2.00M | 1.44% | −900−5.8% | Reduced |
| Wambolt & Associates, LLC | 14,821 | $2.00M | 0.73% | −5,096−25.6% | Reduced |
| ExodusPoint Capital Management, LP | 14,750 | $2.01M | 0.03% | −70,702−82.7% | Reduced |
| Corrado Advisors, LLC | 14,757 | $2.01M | 1.23% | +603+4.3% | Added |
| KCS Wealth Advisory | 14,770 | $2.01M | 0.93% | −531−3.5% | Reduced |
| Summit Financial Group Inc | 14,810 | $2.02M | 0.68% | +540+3.8% | Added |
| B&D White Capital Company, LLC | 14,896 | $2.03M | 0.65% | +4,640+45.2% | Added |
| Gryphon Financial Partners LLC | 14,904 | $2.03M | 0.42% | −336−2.2% | Reduced |
| LCNB Corp | 14,945 | $2.04M | 0.96% | +25+0.2% | Added |
| London & Capital Asset Management Ltd | 14,968 | $2.04M | 0.15% | +295+2.0% | Added |
| Birmingham Capital Management Co Inc | 14,970 | $2.04M | 0.71% | −750−4.8% | Reduced |
| Vivaldi Capital Management, LLC | 17,144 | $2.04M | 0.53% | −368−2.1% | Reduced |
| Brendel Financial Advisors LLC | 15,004 | $2.04M | 1.11% | −62−0.4% | Reduced |
| Latitude Advisors, LLC | 15,028 | $2.05M | 0.46% | +3,423+29.5% | Added |
| LS Investment Advisors, LLC | 15,035 | $2.05M | 0.33% | −562−3.6% | Reduced |
| Benjamin Edwards Inc | 15,115 | $2.06M | 0.60% | +1,650+12.3% | Added |
| Continuum Advisory, LLC | 43,602 | $2.06M | 0.39% | +5,107+13.3% | Added |
| Continental Advisors LLC | 15,135 | $2.06M | 1.72% | 00.0% | Unchanged |
| Gleason Group, Inc. | 15,162 | $2.07M | 0.61% | +252+1.7% | Added |
| Fortem Financial Group, LLC | 15,175 | $2.07M | 0.91% | −215−1.4% | Reduced |
| Mission Creek Capital Partners, Inc. | 15,217 | $2.07M | 0.55% | +114+0.8% | Added |
| Moseley Investment Management Inc | 15,279 | $2.08M | 1.13% | −376−2.4% | Reduced |
| Blodgett Wealth Advisors, LLC | 15,288 | $2.08M | 1.74% | −1,947−11.3% | Reduced |
| Qtron Investments LLC | 15,304 | $2.09M | 0.47% | 00.0% | Unchanged |
| Alaska Permanent Fund Corp | 15,300 | $2.09M | 0.03% | 00.0% | Unchanged |
| Caliber Wealth Management, LLC | 15,345 | $2.09M | 1.34% | +1,499+10.8% | Added |
| Jeppson Wealth Management, LLC | 15,419 | $2.10M | 0.98% | +1,651+12.0% | Added |
| Tranquility Partners, LLC | 15,449 | $2.11M | 0.99% | +490+3.3% | Added |
| Madden Securities Corp | 15,520 | $2.12M | 0.95% | +15,520 | New |
| WealthBridge Capital Management, LLC | 15,537 | $2.12M | 0.79% | +4,846+45.3% | Added |
| Weik Capital Management | 15,600 | $2.13M | 0.84% | +655+4.4% | Added |
| Cedar Brook Financial Partners, LLC | 15,625 | $2.13M | 0.55% | −293−1.8% | Reduced |
| EverSource Wealth Advisors, LLC | 15,634 | $2.13M | 0.54% | +2,155+16.0% | Added |
| Paradigm Capital Management, LLC | 15,653 | $2.13M | 2.15% | +139+0.9% | Added |
| Midwest Wealth Management Inc. | 15,657 | $2.13M | 1.30% | +696+4.7% | Added |
| Providence Wealth Advisors, LLC | 15,777 | $2.13M | 1.37% | +275+1.8% | Added |
| Manchester Capital Management LLC | 15,698 | $2.14M | 0.31% | −796−4.8% | Reduced |
| Matrix Private Capital Group LLC | 15,716 | $2.14M | 1.05% | +60+0.4% | Added |
| Ironwood Financial, llc | 15,768 | $2.15M | 0.61% | −13−0.1% | Reduced |
| Gilder Gagnon Howe & Co LLC | 15,794 | $2.15M | 0.02% | −40−0.3% | Reduced |
| Aberdeen Wealth Management LLC | 15,794 | $2.15M | 1.47% | 00.0% | Unchanged |
| Abundance Wealth Counselors | 15,792 | $2.15M | 0.58% | +1,964+14.2% | Added |
| WealthTrust Asset Management, LLC | 15,832 | $2.16M | 1.54% | −1,254−7.3% | Reduced |
| Bull Street Advisors, LLC | 15,896 | $2.17M | 1.05% | +200+1.3% | Added |
| Cornerstone Wealth Management, LLC | 15,923 | $2.17M | 0.21% | −124−0.8% | Reduced |
| Pinnacle Wealth Management Group, Inc. | 15,931 | $2.17M | 1.63% | +200+1.3% | Added |
| Wealth Alliance | 15,938 | $2.17M | 0.44% | +913+6.1% | Added |
| First City Capital Management, Inc. | 15,985 | $2.18M | 1.20% | +120+0.8% | Added |
| Verus Capital Partners, LLC | 17,271 | $2.20M | 0.34% | +17,271 | New |
| Davidson Trust Co | 16,177 | $2.21M | 1.64% | +320+2.0% | Added |
| Game Plan Financial Advisors, LLC | 16,219 | $2.21M | 1.32% | 00.0% | Unchanged |
| Covenant Asset Management, LLC | 16,245 | $2.21M | 0.67% | +140+0.9% | Added |
| Deseret Mutual Benefit Administrators | 16,259 | $2.22M | 0.44% | −2,008−11.0% | Reduced |
| Delta Asset Management LLC | 16,268 | $2.22M | 0.21% | +617+3.9% | Added |
| SkyView Investment Advisors, LLC | 17,893 | $2.22M | 0.52% | −170−0.9% | Reduced |
| Key Financial Inc | 16,308 | $2.22M | 1.10% | −1,372−7.8% | Reduced |
| Blue Edge Capital, LLC | 16,342 | $2.23M | 0.45% | +712+4.6% | Added |
| 180 Wealth Advisors, LLC | 17,035 | $2.23M | 0.49% | +1,049+6.6% | Added |
| Martin & Co Inc | 16,411 | $2.24M | 0.57% | −1,237−7.0% | Reduced |
| Inscription Capital, LLC | 16,419 | $2.24M | 0.64% | −1,065−6.1% | Reduced |
| Riverview Trust Co | 16,418 | $2.24M | 1.66% | +1,834+12.6% | Added |
| Field & Main Bank | 16,426 | $2.24M | 1.35% | +20+0.1% | Added |
| Brown, Lisle/Cummings, Inc. | 16,428 | $2.24M | 1.08% | +300+1.9% | Added |
| Grandview Asset Management LLC | 16,440 | $2.24M | 0.95% | +2,911+21.5% | Added |
| Jmac Enterprises LLC | 16,448 | $2.24M | 0.53% | +71+0.4% | Added |
| Ethic Inc. | 16,457 | $2.24M | 0.15% | −711−4.1% | Reduced |
| Ritter Daniher Financial Advisory, LLC | 16,457 | $2.24M | 1.55% | +124+0.8% | Added |
| Guerra Pan Advisors, LLC | 18,523 | $2.25M | 2.71% | 00.0% | Unchanged |
| Birinyi Associates Inc | 16,500 | $2.25M | 0.78% | −2,000−10.8% | Reduced |
| Weitz Investment Management, Inc.SuperinvestorWeitz Investment Management | 16,600 | $2.26M | 0.10% | −75,465−82.0% | Reduced |
| Arbor Trust Wealth Advisors, LLC | 16,600 | $2.26M | 1.36% | −1,011−5.7% | Reduced |
| Zullo Investment Group, Inc. | 16,653 | $2.27M | 1.18% | +688+4.3% | Added |
| Optimum Investment Advisors | 16,665 | $2.27M | 0.96% | −210−1.2% | Reduced |
| Benedict Financial Advisors Inc | 16,719 | $2.28M | 0.61% | −436−2.5% | Reduced |
| Oak Harbor Wealth Partners, LLC | 16,763 | $2.29M | 0.75% | +1,486+9.7% | Added |
| Oak Asset Management, LLC | 16,782 | $2.29M | 0.91% | +1,021+6.5% | Added |
| RSM US Wealth Management LLC | 16,802 | $2.29M | 0.12% | +737+4.6% | Added |
| Mattern Wealth Management LLC | 16,814 | $2.29M | 0.75% | +2,593+18.2% | Added |
| Magnolia Capital Advisors LLC | 16,843 | $2.30M | 0.90% | +187+1.1% | Added |
| High Net Worth Advisory Group LLC | 16,848 | $2.30M | 0.83% | −996−5.6% | Reduced |