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 |
|---|---|---|---|---|---|
| Archer Investment Corp | 19,717 | $2.68M | 0.95% | +339+1.7% | Added |
| Octavia Wealth Advisors, LLC | 19,691 | $2.68M | 0.60% | +945+5.0% | Added |
| O'Dell Group, LLC | 19,707 | $2.69M | 0.79% | +554+2.9% | Added |
| Prosperity Consulting Group, LLC | 19,738 | $2.69M | 2.00% | −361−1.8% | Reduced |
| Hanson & Doremus Investment Management | 19,740 | $2.69M | 0.58% | +771+4.1% | Added |
| Great Diamond Partners, LLC | 19,763 | $2.69M | 0.75% | −1,846−8.5% | Reduced |
| New Potomac Partners, LLC | 19,783 | $2.70M | 1.90% | −502−2.5% | Reduced |
| Stableford Capital II LLC | 20,570 | $2.70M | 1.14% | +556+2.8% | Added |
| Essex Investment Management Co LLC | 19,819 | $2.70M | 0.34% | −14,710−42.6% | Reduced |
| Capula Management Ltd | 20,047 | $2.71M | 0.75% | −25,275−55.8% | Reduced |
| Valley Brook Capital Group | 19,901 | $2.71M | 2.34% | +1,582+8.6% | Added |
| Oarsman Capital, Inc. | 19,916 | $2.71M | 1.06% | −173−0.9% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 19,922 | $2.72M | 0.65% | −203−1.0% | Reduced |
| Aull & Monroe Investment Management Corp | 19,961 | $2.72M | 1.23% | 00.0% | Unchanged |
| Odey Asset Management Group Ltd | 20,000 | $2.73M | 0.82% | −24,225−54.8% | Reduced |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 20,000 | $2.73M | 1.23% | +12,000+150.0% | Added |
| Warther Private Wealth, LLC | 20,163 | $2.73M | 1.78% | +3,897+24.0% | Added |
| Modera Wealth Management, LLC | 20,018 | $2.73M | 0.12% | −19,717−49.6% | Reduced |
| Seascape Capital Management | 20,038 | $2.73M | 1.42% | +2,227+12.5% | Added |
| Asio Capital, LLC | 20,062 | $2.73M | 0.77% | −1,196−5.6% | Reduced |
| Fractal Investments LLC | 20,089 | $2.74M | 0.81% | 00.0% | Unchanged |
| Passive Capital Management, LLC. | 20,117 | $2.74M | 1.47% | 00.0% | Unchanged |
| Generali Powszechne Towarzystwo Emerytalne | 20,118 | $2.74M | 2.50% | +1,410+7.5% | Added |
| WMS Partners, LLC | 20,134 | $2.75M | 0.38% | +175+0.9% | Added |
| Van Cleef Asset Management,Inc | 20,135 | $2.75M | 0.40% | +5,968+42.1% | Added |
| Virginia Wealth Management Group, Inc. | 21,306 | $2.75M | 2.46% | +15,933+296.5% | Added |
| Cohen Investment Advisors LLC | 20,166 | $2.75M | 2.04% | +48+0.2% | Added |
| Convergence Investment Partners, LLC | 20,197 | $2.75M | 1.42% | −32−0.2% | Reduced |
| Knott David M Jr | 20,220 | $2.76M | 0.95% | +7,300+56.5% | Added |
| Arabesque Asset Management Ltd | 20,285 | $2.77M | 0.96% | +7,681+60.9% | Added |
| Summit Trail Advisors, LLC | 20,294 | $2.77M | 0.22% | +2,871+16.5% | Added |
| Eclectic Associates Inc | 20,310 | $2.77M | 1.76% | +390+2.0% | Added |
| Studio Investment Management LLC | 20,312 | $2.77M | 0.91% | +664+3.4% | Added |
| WC Walker & Associates, Inc. | 21,911 | $2.79M | 1.45% | +409+1.9% | Added |
| First PREMIER Bank | 20,520 | $2.80M | 0.74% | +183+0.9% | Added |
| Beaumont Financial Partners, LLC | 20,549 | $2.80M | 0.21% | +1,395+7.3% | Added |
| Intercontinental Wealth Advisors, LLC | 20,547 | $2.80M | 0.64% | +2,414+13.3% | Added |
| Sawyer & Company, Inc | 20,556 | $2.80M | 1.26% | +14+0.1% | Added |
| CNB Bank | 20,566 | $2.80M | 1.57% | +371+1.8% | Added |
| Aldebaran Financial Inc. | 20,578 | $2.81M | 2.31% | +1,324+6.9% | Added |
| Cutler Group LP | 20,584 | $2.81M | 0.26% | −61,041−74.8% | Reduced |
| Kistler-Tiffany Companies, LLC | 20,620 | $2.81M | 0.53% | +397+2.0% | Added |
| Signature Wealth Management Partners, LLC | 20,646 | $2.81M | 2.40% | +1,138+5.8% | Added |
| Advisors Management Group Inc | 20,703 | $2.82M | 0.95% | +54+0.3% | Added |
| Hollencrest Capital Management | 20,746 | $2.83M | 0.25% | +1,420+7.3% | Added |
| Abacus Planning Group, Inc. | 20,753 | $2.83M | 0.76% | +16+0.1% | Added |
| Leeward Financial Partners, LLC | 20,790 | $2.83M | 1.75% | +2,412+13.1% | Added |
| Phoenix Wealth Advisors | 21,595 | $2.84M | 2.94% | +261+1.2% | Added |
| Hudson Capital Management LLC | 20,838 | $2.84M | 1.13% | +697+3.5% | Added |
| Elgethun Capital Management | 20,886 | $2.85M | 0.96% | +436+2.1% | Added |
| IFG Advisory, LLC | 20,907 | $2.85M | 0.29% | +246+1.2% | Added |
| Hilltop Holdings Inc. | 20,920 | $2.85M | 0.32% | −6,385−23.4% | Reduced |
| Fosun International Ltd | 20,440 | $2.85M | 0.25% | +3,030+17.4% | Added |
| Northstar Asset Management LLC | 20,933 | $2.85M | 0.73% | −325−1.5% | Reduced |
| Outfitter Financial LLC | 20,933 | $2.85M | 2.18% | +595+2.9% | Added |
| Canvas Wealth Advisors, LLC | 23,205 | $2.85M | 1.04% | −2,659−10.3% | Reduced |
| StrongBox Wealth, LLC | 20,960 | $2.86M | 1.63% | +5,239+33.3% | Added |
| Enterprise Financial Services Corp | 20,984 | $2.86M | 0.47% | −3,250−13.4% | Reduced |
| Clarity Wealth Advisors, LLC | 20,997 | $2.86M | 1.36% | +1,944+10.2% | Added |
| Ulysses Management LLC | 21,000 | $2.86M | 0.65% | −114,000−84.4% | Reduced |
| Credit Capital Investments LLC | 21,000 | $2.86M | 2.65% | +1,000+5.0% | Added |
| Pacifica Partners Inc. | 20,626 | $2.87M | 1.87% | +16+0.1% | Added |
| Barings LLC | 21,096 | $2.88M | 0.09% | −6,402−23.3% | Reduced |
| C2C Wealth Management, LLC | 21,701 | $2.88M | 0.49% | −58−0.3% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 23,297 | $2.88M | 2.01% | +1,281+5.8% | Added |
| Rowland & Co Investment Counsel | 21,142 | $2.88M | 0.67% | +340+1.6% | Added |
| Kovack Advisors, Inc. | 21,170 | $2.88M | 0.30% | −1,832−8.0% | Reduced |
| Karpas Strategies, LLC | 21,189 | $2.89M | 0.91% | +462+2.2% | Added |
| Lederer & Associates Investment Counsel | 21,201 | $2.89M | 1.77% | −50.0% | Reduced |
| Ashfield Capital Partners, LLC | 21,204 | $2.89M | 0.19% | +356+1.7% | Added |
| Long Run Wealth Advisors, LLC | 21,331 | $2.90M | 1.02% | +2,334+12.3% | Added |
| First United Bank Trust | 21,340 | $2.91M | 1.14% | −535−2.4% | Reduced |
| YHB Investment Advisors, Inc. | 21,345 | $2.91M | 0.26% | +794+3.9% | Added |
| Modus Advisors, LLC | 21,380 | $2.92M | 1.28% | +850+4.1% | Added |
| Sentinel Trust Co Lba | 21,389 | $2.92M | 0.35% | +19,536+1,054.3% | Added |
| Investment Partners, Ltd. | 21,407 | $2.92M | 1.23% | −563−2.6% | Reduced |
| Cobblestone Capital Advisors LLC | 21,405 | $2.92M | 0.20% | +233+1.1% | Added |
| VeraBank, N.A. | 21,442 | $2.92M | 1.51% | −561−2.5% | Reduced |
| Sabadell Asset Management, S.A S.G.I.I.C | 22,360 | $2.93M | 0.51% | +1,274+6.0% | Added |
| Wolverine Asset Management LLC | 21,526 | $2.93M | 0.04% | +21,526 | New |
| Poehling Capital Management, LLC | 21,548 | $2.94M | 0.91% | +66+0.3% | Added |
| Claraphi Advisory Network, LLC | 21,554 | $2.94M | 0.85% | −601−2.7% | Reduced |
| Terra Nova Asset Management LLC | 21,553 | $2.94M | 2.73% | +1,542+7.7% | Added |
| Pegasus Partners Ltd. | 21,647 | $2.95M | 0.52% | +271+1.3% | Added |
| Institute for Wealth Management, LLC. | 21,727 | $2.96M | 0.48% | +5,297+32.2% | Added |
| Greytown Advisors Inc. | 21,738 | $2.96M | 1.43% | +5,481+33.7% | Added |
| SlateStone Wealth, LLC | 21,782 | $2.97M | 0.66% | −1,973−8.3% | Reduced |
| Essex Savings Bank | 21,790 | $2.97M | 0.98% | +44+0.2% | Added |
| Centre Asset Management, LLC | 21,805 | $2.97M | 0.94% | +21,805 | New |
| Zions Bancorporation, N.A. | 21,834 | $2.98M | 0.27% | +4,423+25.4% | Added |
| Adirondack Trust Co | 21,871 | $2.98M | 1.41% | +1,068+5.1% | Added |
| Wunderlich Capital Managemnt | 21,893 | $2.98M | 1.41% | −372−1.7% | Reduced |
| Founders Financial Alliance, LLC | 21,937 | $2.99M | 1.33% | −381−1.7% | Reduced |
| Investment Research & Advisory Group, Inc. | 21,969 | $3.00M | 1.90% | +154+0.7% | Added |
| Walleye Trading LLC | 21,988 | $3.00M | 0.06% | +21,988 | New |
| Spirit of America Management Corp | 21,992 | $3.00M | 0.59% | −1,150−5.0% | Reduced |
| Weil Company, Inc. | 22,079 | $3.01M | 1.51% | −6,483−22.7% | Reduced |
| Sawtooth Solutions, LLC | 22,086 | $3.01M | 0.37% | −27,810−55.7% | Reduced |
| Little House Capital LLC | 22,124 | $3.02M | 1.54% | +986+4.7% | Added |
| Scissortail Wealth Management, LLC | 24,803 | $3.02M | 1.48% | +2,126+9.4% | Added |