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; 5,157 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
- −25 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
- 154
- 1,774 more added
- Sold out
- 179
- 1,274 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 | 5,157 | $643.7B |
| Q1 2026 | 5,102 | $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 | 4,679 | $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 | 3,711 | $297.0B |
| Q2 2023 | 3,672 | $297.6B |
| Q1 2023 | 3,612 | $266.3B |
| Q4 2022 | 3,629 | $278.3B |
| Q3 2022 | 3,396 | $212.9B |
| Q2 2022 | 3,428 | $229.3B |
| Q1 2022 | 3,519 | $278.9B |
| Q4 2021 | 3,594 | $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 |
|---|---|---|---|---|---|
| Capital Directions Investment Advisors, LLC | 914 | $125.0K | 0.04% | −637−41.1% | Reduced |
| Ogorek Anthony Joseph | 921 | $125.0K | 0.05% | 00.0% | Unchanged |
| Larson Financial Group LLC | 927 | $126.0K | 0.02% | −257−21.7% | Reduced |
| Joseph P. Lucia & Associates, LLC | 923 | $126.0K | 0.08% | +923 | New |
| HC Financial Advisors Inc | 943 | $129.0K | 0.08% | +75+8.6% | Added |
| GW&K Investment Management, LLC | 943 | $129.0K | 0.00% | +943 | New |
| Harvest Fund Management Co., Ltd | 955 | $130.0K | 0.03% | −971−50.4% | Reduced |
| PFG Private Wealth Management, LLC | 954 | $130.0K | 0.07% | +863+948.4% | Added |
| Core Wealth Advisors, Inc. | 964 | $131.0K | 0.07% | −29−2.9% | Reduced |
| PFS Partners, LLC | 995 | $135.6K | 0.12% | +1+0.1% | Added |
| PrairieView Partners, LLC | 1,000 | $136.0K | 0.02% | −175−14.9% | Reduced |
| IAG Wealth Partners, LLC | 1,005 | $137.0K | 0.04% | +92+10.1% | Added |
| Newton One Investments LLC | 1,019 | $139.0K | 0.10% | 00.0% | Unchanged |
| Operose Advisors LLC | 1,029 | $140.0K | 0.10% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 1,040 | $142.0K | 0.04% | +4+0.4% | Added |
| Kelly Financial Services LLC | 1,073 | $146.3K | 0.07% | +5+0.5% | Added |
| Worth Asset Management, LLC | 1,250 | $148.0K | 0.10% | +1,250 | New |
| FAI Wealth Management | 1,100 | $149.0K | 0.12% | +1,000+1,000.0% | Added |
| Coastal Capital Group, Inc. | 1,110 | $151.0K | 0.04% | +29+2.7% | Added |
| Timber Creek Capital Management LLC | 1,150 | $156.0K | 0.05% | −200−14.8% | Reduced |
| MUFG Securities EMEA plc | 1,164 | $159.0K | 0.00% | −422,460−99.7% | Reduced |
| Ulland Investment Advisors, LLC | 1,173 | $160.0K | 0.12% | −1,870−61.5% | Reduced |
| KB Financial Partners, LLC | 1,195 | $163.0K | 0.05% | +1+0.1% | Added |
| Horrell Capital Management, Inc. | 1,202 | $164.0K | 0.05% | −70−5.5% | Reduced |
| Beacon Capital Management, LLC | 1,212 | $165.0K | 0.04% | +1,212 | New |
| Riverview Capital Advisers, LLC | 1,213 | $165.4K | 0.08% | +79+7.0% | Added |
| Leelyn Smith, LLC | 1,289 | $176.0K | 0.05% | 00.0% | Unchanged |
| WFA Asset Management Corp | 1,326 | $180.7K | 0.12% | +9+0.7% | Added |
| Halpern Financial, Inc. | 1,339 | $182.5K | 0.07% | −200−13.0% | Reduced |
| Versant Capital Management, Inc | 1,341 | $183.0K | 0.06% | +415+44.8% | Added |
| Holloway Wealth Management, LLC | – | $184.0K | 0.05% | – | – |
| Beaird Harris Wealth Management, LLC | 1,361 | $186.0K | 0.07% | −29−2.1% | Reduced |
| Toth Financial Advisory Corp | 1,386 | $189.0K | 0.03% | +1+0.1% | Added |
| Cowen Prime Advisors LLC | 1,395 | $190.0K | 0.08% | 00.0% | Unchanged |
| O'Brien Wealth Partners LLC | 1,572 | $192.0K | 0.08% | +668+73.9% | Added |
| DB Wealth Management Group, LLC | 1,434 | $195.0K | 0.12% | +1+0.1% | Added |
| Hillsdale Investment Management Inc. | 1,428 | $195.0K | 0.01% | +813+132.2% | Added |
| Clean Yield Group | 1,439 | $196.0K | 0.07% | −1,063−42.5% | Reduced |
| Life Planning Partners, Inc | 1,428 | $196.0K | 0.20% | +402+39.2% | Added |
| Matrix Trust Co | 1,452 | $198.0K | 0.05% | +1,452 | New |
| Biechele Royce Advisors | 1,465 | $199.0K | 0.08% | +58+4.1% | Added |
| Tanaka Capital Management Inc | 1,472 | $201.0K | 0.41% | −15−1.0% | Reduced |
| Ascension Capital Advisors, Inc. | 1,481 | $202.0K | 0.16% | 00.0% | Unchanged |
| American Financial Advisors, LLC | 1,485 | $202.0K | 0.03% | +7+0.5% | Added |
| IndexIQ Advisors LLC | 1,482 | $202.0K | 0.01% | +964+186.1% | Added |
| Antonetti Capital Management LLC | 1,500 | $204.0K | 0.19% | −6,400−81.0% | Reduced |
| Bourne Lent Asset Management Inc | 1,500 | $204.0K | 0.06% | 00.0% | Unchanged |
| RiverFront Investment Group, LLC | 1,500 | $204.0K | 0.01% | 00.0% | Unchanged |
| Colrain Capital LLC | 1,500 | $204.0K | 0.28% | 00.0% | Unchanged |
| RTD Financial Advisors, Inc. | 1,495 | $204.0K | 0.03% | +106+7.6% | Added |
| Pentwater Capital Management LP | 1,500 | $204.0K | 0.00% | +1,500 | New |
| Clientfirst Wealth Management, LLC | 1,504 | $205.0K | 0.19% | 00.0% | Unchanged |
| Garrison Asset Management, LLC | 1,509 | $206.0K | 0.12% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 1,510 | $206.0K | 0.09% | +1,510 | New |
| Flynn Zito Capital Management, LLC | 1,520 | $207.0K | 0.18% | −69−4.3% | Reduced |
| Syverson Strege & Co | 1,518 | $207.0K | 0.23% | +10+0.7% | Added |
| AlphaMark Advisors, LLC | 1,525 | $208.0K | 0.08% | −600−28.2% | Reduced |
| Boyd Wealth Management, LLC | 1,527 | $208.0K | 0.16% | −241−13.6% | Reduced |
| Wealth Advisors of Tampa Bay, LLC | 1,522 | $208.0K | 0.06% | 00.0% | Unchanged |
| KWMG, LLC | 1,526 | $208.0K | 0.03% | +29+1.9% | Added |
| D.B. Root & Company, LLC | 1,538 | $209.0K | 0.08% | −867−36.0% | Reduced |
| M. Kulyk & Associates, LLC | 1,534 | $209.0K | 0.06% | −211−12.1% | Reduced |
| Claybrook Capital, LLC | 1,543 | $210.0K | 0.10% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 1,548 | $211.0K | 0.13% | −73−4.5% | Reduced |
| Paragon Financial Partners, Inc. | 1,547 | $211.0K | 0.18% | +1+0.1% | Added |
| Guardian Financial Partners, LLC | 1,668 | $212.0K | 0.22% | +79+5.0% | Added |
| Marquette Asset Management, LLC | 1,558 | $212.0K | 0.05% | 00.0% | Unchanged |
| Better Money Decisions, LLC | 1,558 | $212.0K | 0.20% | −1−0.1% | Reduced |
| CCG Wealth Management, LLC | 1,558 | $212.0K | 0.10% | +1,558 | New |
| American Institute for Advanced Investment Management, LLP | 1,555 | $212.0K | 0.15% | +1,555 | New |
| QCM Cayman, Ltd. | 1,560 | $213.0K | 0.93% | +1,560 | New |
| Meridian Wealth Partners, LLC | 1,576 | $214.0K | 0.05% | −1,235−43.9% | Reduced |
| Asset Management Group, Inc. | 1,568 | $214.0K | 0.04% | +11+0.7% | Added |
| Stevens Capital Management LP | 1,576 | $215.0K | 0.05% | −89,203−98.3% | Reduced |
| Matthew Goff Investment Advisor, LLC | 1,576 | $215.0K | 0.05% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 1,586 | $216.0K | 0.12% | −60−3.6% | Reduced |
| Abacus Wealth Partners, LLC | 1,588 | $216.5K | 0.10% | −811−33.8% | Reduced |
| Te Ahumairangi Investment Management Ltd | 1,600 | $218.0K | 0.03% | 00.0% | Unchanged |
| BlueSky Wealth Advisors, LLC | 1,610 | $219.0K | 0.04% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 1,606 | $219.0K | 0.05% | +64+4.2% | Added |
| IronBridge Private Wealth, LLC | 1,621 | $221.0K | 0.14% | −581−26.4% | Reduced |
| H. L. Ormond & Company, LLC | 1,618 | $221.0K | 0.27% | −40−2.4% | Reduced |
| James Reed Financial Services, Inc. | 1,625 | $221.0K | 0.25% | 00.0% | Unchanged |
| Afg Fiduciary Services Limited Partnership | 1,627 | $222.0K | 0.16% | −20−1.2% | Reduced |
| PRW Wealth Management LLC | 1,631 | $222.0K | 0.10% | +205+14.4% | Added |
| McDonough Capital Management, Inc | 1,623 | $222.0K | 0.19% | +271+20.0% | Added |
| Schoolcraft Capital LLC | 1,630 | $222.2K | 0.07% | +1,630 | New |
| Stelac Advisory Services LLC | 1,636 | $223.0K | 0.08% | −2,985−64.6% | Reduced |
| Clearwater Capital Advisors, LLC | 1,635 | $223.0K | 0.03% | −75−4.4% | Reduced |
| Prairiewood Capital, LLC | 1,633 | $223.0K | 0.16% | 00.0% | Unchanged |
| Tru Independence Asset Management 2, LLC | 1,642 | $224.0K | 0.13% | −472−22.3% | Reduced |
| ShoreHaven Wealth Partners, LLC | 1,649 | $224.0K | 0.12% | +69+4.4% | Added |
| WestHill Financial Advisors, Inc. | 1,643 | $224.0K | 0.06% | +352+27.3% | Added |
| Annapolis Financial Services, LLC | 1,654 | $225.0K | 0.07% | +299+22.1% | Added |
| Ground Swell Capital, LLC | 1,651 | $225.0K | 0.58% | +1,651 | New |
| Level Financial Advisors, Inc. | 1,655 | $226.0K | 0.17% | −128−7.2% | Reduced |
| Morling Financial Advisors, LLC | 1,656 | $226.0K | 0.29% | +10+0.6% | Added |
| Vance Wealth, Inc. | 1,656 | $226.0K | 0.29% | +35+2.2% | Added |
| Charles Schwab Investment Advisory, Inc. | 1,661 | $226.0K | 0.00% | +51+3.2% | Added |
| New England Professional Planning Group Inc. | 1,668 | $227.0K | 0.14% | −119−6.7% | Reduced |