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 |
|---|---|---|---|---|---|
| A. D. Beadell Investment Counsel, Inc. | 16,855 | $2.30M | 1.52% | −400−2.3% | Reduced |
| Schwarz Dygos Wheeler Investment Advisors LLC | 16,896 | $2.30M | 0.78% | −60.0% | Reduced |
| Center for Financial Planning, Inc. | 16,902 | $2.30M | 0.47% | −548−3.1% | Reduced |
| O'Shares Investment Advisers, LLC | 16,902 | $2.30M | 0.18% | +945+5.9% | Added |
| George Kaiser Family Foundation | 16,957 | $2.31M | 0.38% | 00.0% | Unchanged |
| Financial Advisory Service, Inc. | 17,012 | $2.32M | 0.22% | +2,339+15.9% | Added |
| Spreng Capital Management, Inc. | 17,019 | $2.32M | 1.43% | −145−0.8% | Reduced |
| Sandhill Capital Partners LLC | 17,018 | $2.32M | 0.20% | +2,957+21.0% | Added |
| Point72 Hong Kong Ltd | 17,016 | $2.32M | 0.21% | +17,016 | New |
| Pinnacle Private Wealth, LLC | 17,107 | $2.33M | 0.73% | +172+1.0% | Added |
| Emfo, LLC | 17,120 | $2.33M | 2.12% | 00.0% | Unchanged |
| GFS Advisors, LLC | 17,118 | $2.33M | 0.49% | +1,247+7.9% | Added |
| Financial Architects, Inc | 17,221 | $2.35M | 0.34% | +648+3.9% | Added |
| White Pine Capital LLC | 17,221 | $2.35M | 0.73% | +2,752+19.0% | Added |
| Investment Advisory Services Inc | 17,262 | $2.35M | 1.31% | −16−0.1% | Reduced |
| Pacific Asset Management LLC | 17,264 | $2.35M | 2.06% | 00.0% | Unchanged |
| Icapital Wealth LLC | 17,955 | $2.35M | 0.97% | +7,362+69.5% | Added |
| Krilogy Financial LLC | 17,298 | $2.36M | 0.24% | +881+5.4% | Added |
| TCWP LLC | 17,346 | $2.36M | 0.43% | −336−1.9% | Reduced |
| Keystone Financial Group | 17,339 | $2.36M | 0.40% | +1,864+12.0% | Added |
| Financial Planning & Information Services, Inc. | 17,375 | $2.37M | 0.53% | −377−2.1% | Reduced |
| Davis-Rea Ltd. | 7,925 | $2.37M | 1.25% | −46,573−85.5% | Reduced |
| Twelve Points Wealth Management LLC | 17,434 | $2.38M | 1.78% | −452−2.5% | Reduced |
| RKL Wealth Management LLC | 17,444 | $2.38M | 0.29% | +1,284+7.9% | Added |
| O'Rourke & Company, Inc | 17,465 | $2.38M | 1.64% | +80+0.5% | Added |
| First Capital Advisors Group, LLC. | 17,479 | $2.38M | 1.56% | −171−1.0% | Reduced |
| Compass Financial Advisors LLC | 17,493 | $2.38M | 2.64% | +946+5.7% | Added |
| Americana Partners, LLC | 28,369 | $2.39M | 0.73% | +1,902+7.2% | Added |
| Fragasso Group Inc. | 17,532 | $2.39M | 0.28% | −212−1.2% | Reduced |
| Boltwood Capital Management | 17,547 | $2.39M | 0.92% | −591−3.3% | Reduced |
| Front Street Capital Management, Inc. | 17,565 | $2.39M | 0.45% | 00.0% | Unchanged |
| Wulff, Hansen & Co. | 17,585 | $2.40M | 2.28% | +3,000+20.6% | Added |
| Financial Advocates Investment Management | 17,599 | $2.40M | 0.16% | −598−3.3% | Reduced |
| Alta Capital Management LLC | 17,602 | $2.40M | 0.14% | +1,475+9.1% | Added |
| Parkside Financial Bank & Trust | 17,606 | $2.40M | 0.64% | −407−2.3% | Reduced |
| Raab & Moskowitz Asset Management LLC | 17,624 | $2.40M | 0.82% | −177−1.0% | Reduced |
| CMT Capital Markets Trading GmbH | 17,661 | $2.41M | 1.08% | −37,639−68.1% | Reduced |
| West Paces Advisors Inc. | 17,670 | $2.41M | 0.75% | −322−1.8% | Reduced |
| MSH Capital Advisors LLC | 17,676 | $2.41M | 0.99% | +2,405+15.7% | Added |
| Moser Wealth Advisors, LLC | 17,688 | $2.41M | 1.51% | +115+0.7% | Added |
| Manhattan West Asset Management, LLC | 17,705 | $2.41M | 1.30% | +14,183+402.7% | Added |
| St. Louis Trust Co | 17,710 | $2.42M | 0.52% | −7,297−29.2% | Reduced |
| Tandem Capital Management Corp | 19,101 | $2.42M | 1.68% | +45+0.2% | Added |
| Coastal Investment Advisors, Inc. | 17,791 | $2.42M | 0.48% | +1,565+9.6% | Added |
| Ausdal Financial Partners, Inc. | 17,825 | $2.43M | 0.33% | −1,939−9.8% | Reduced |
| Mather Group, LLC. | 17,829 | $2.43M | 0.05% | +6,317+54.9% | Added |
| Zeke Capital Advisors, LLC | 17,833 | $2.43M | 0.12% | +15,989+867.1% | Added |
| DeDora Capital, Inc. | 17,945 | $2.45M | 0.99% | +17,945 | New |
| Eads & Heald Wealth Management | 17,951 | $2.45M | 1.13% | −67−0.4% | Reduced |
| IPG Investment Advisors LLC | 17,968 | $2.45M | 0.47% | −2,356−11.6% | Reduced |
| Rollins Financial | 17,975 | $2.45M | 0.72% | +1,613+9.9% | Added |
| Strategic Capital Advisers, Inc. | 18,012 | $2.46M | 1.87% | −764−4.1% | Reduced |
| TCG Advisory Services, LLC | 18,021 | $2.46M | 0.67% | −1,909−9.6% | Reduced |
| GFG Capital, LLC | 18,044 | $2.46M | 0.73% | +57+0.3% | Added |
| WP Advisors, LLC | 18,050 | $2.46M | 1.01% | −983−5.2% | Reduced |
| Sugarloaf Wealth Management, LLC | 17,903 | $2.46M | 0.58% | +2,116+13.4% | Added |
| Ironwood Investment Counsel, LLC | 18,121 | $2.47M | 0.61% | +319+1.8% | Added |
| Cito Capital Group, LLC | 18,132 | $2.47M | 1.13% | +107+0.6% | Added |
| Bulltick Wealth Management, LLC | 18,161 | $2.48M | 0.56% | +3,350+22.6% | Added |
| Landmark Financial Advisors, LLC | 19,563 | $2.48M | 1.19% | +639+3.4% | Added |
| Home Federal Bank of Tennessee | 18,267 | $2.49M | 0.85% | 00.0% | Unchanged |
| Altman Advisors, Inc. | 18,309 | $2.50M | 1.29% | +996+5.8% | Added |
| Chesapeake Wealth Management | 18,545 | $2.53M | 0.92% | −7,194−27.9% | Reduced |
| Dillon & Associates Inc | 18,586 | $2.53M | 0.48% | −345−1.8% | Reduced |
| Agate Pass Investment Management, LLC | 18,556 | $2.53M | 1.58% | +989+5.6% | Added |
| Everett Harris & Co | 18,628 | $2.54M | 0.04% | +1,119+6.4% | Added |
| Proquility Private Wealth Partners, LLC | 21,515 | $2.54M | 1.06% | +302+1.4% | Added |
| Guardian Investment Management | 18,659 | $2.54M | 1.98% | +2,000+12.0% | Added |
| Integrated Investment Consultants, LLC | 18,663 | $2.54M | 0.71% | −1,281−6.4% | Reduced |
| Acropolis Investment Management, LLC | 18,677 | $2.55M | 0.23% | −125−0.7% | Reduced |
| McMillion Capital Management Inc | 18,682 | $2.55M | 1.58% | −1,861−9.1% | Reduced |
| Condor Capital Management | 18,817 | $2.56M | 0.29% | −451−2.3% | Reduced |
| Nations Financial Group Inc, | 18,849 | $2.57M | 0.31% | +9,421+99.9% | Added |
| Miller Investment Management, LP | 18,935 | $2.58M | 0.41% | 00.0% | Unchanged |
| Graybill Bartz & Assoc Ltd | 18,970 | $2.59M | 1.26% | +498+2.7% | Added |
| Quadrant Private Wealth Management, LLC | 18,977 | $2.59M | 0.96% | −1,230−6.1% | Reduced |
| Smith, Moore & Co. | 19,012 | $2.59M | 0.35% | +877+4.8% | Added |
| RB Capital Management, LLC | 19,048 | $2.60M | 0.84% | +410+2.2% | Added |
| Affinity Wealth Management LLC | 20,387 | $2.60M | 0.53% | −2,460−10.8% | Reduced |
| Seeyond | 19,129 | $2.61M | 0.26% | +681+3.7% | Added |
| Resurgent Financial Advisors LLC | 19,143 | $2.61M | 1.66% | +3,036+18.8% | Added |
| Peoples Financial Services Corp. | 19,155 | $2.61M | 1.13% | −722−3.6% | Reduced |
| Titleist Asset Management, Ltd. | 19,161 | $2.61M | 0.53% | +3,949+26.0% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 19,181 | $2.62M | 0.16% | +1,246+6.9% | Added |
| WT Wealth Management | 19,238 | $2.62M | 1.01% | +986+5.4% | Added |
| Holderness Investments Co | 19,325 | $2.63M | 0.88% | +465+2.5% | Added |
| GYL Financial Synergies, LLC | 19,341 | $2.64M | 0.63% | −760−3.8% | Reduced |
| Sage Investment Advisers LLC | 19,419 | $2.65M | 3.51% | +1,338+7.4% | Added |
| NVWM, LLC | 19,420 | $2.65M | 0.84% | +1,749+9.9% | Added |
| Edgewood Management LLC | 19,464 | $2.65M | 0.01% | +2,000+11.5% | Added |
| Valley National Advisers Inc | 19,465 | $2.65M | 0.51% | +561+3.0% | Added |
| Coastline Trust Co | 19,521 | $2.66M | 0.32% | +170+0.9% | Added |
| Court Place Advisors, LLC | 19,536 | $2.66M | 0.86% | −1,950−9.1% | Reduced |
| Dumont & Blake Investment Advisors LLC | 19,586 | $2.67M | 0.73% | +82+0.4% | Added |
| Certified Advisory Corp | 19,598 | $2.67M | 0.57% | +1,092+5.9% | Added |
| Affinity Investment Advisors, LLC | 19,651 | $2.68M | 1.10% | −15,171−43.6% | Reduced |
| Dividend Assets Capital, LLC | 19,650 | $2.68M | 0.51% | +2,151+12.3% | Added |
| Harvey Investment Co LLC | 19,663 | $2.68M | 0.33% | 00.0% | Unchanged |
| Intellectus Partners, LLC | 19,656 | $2.68M | 0.80% | +120+0.6% | Added |
| Royal Capital Wealth Management, LLC | 19,672 | $2.68M | 2.62% | +71+0.4% | Added |