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 |
|---|---|---|---|---|---|
| Schaper Benz & Wise Investment Counsel Inc | 1,669 | $227.0K | 0.02% | 00.0% | Unchanged |
| Parkside Advisors LLC | 1,662 | $227.0K | 0.07% | 00.0% | Unchanged |
| Intelligence Driven Advisers, LLC | 1,733 | $227.0K | 0.04% | +6+0.3% | Added |
| Shilanski & Associates, Inc. | 1,679 | $229.0K | 0.10% | −8−0.5% | Reduced |
| WESPAC Advisors, LLC | 1,689 | $230.0K | 0.25% | −15,084−89.9% | Reduced |
| MA Private Wealth | 1,694 | $231.0K | 0.04% | +6+0.4% | Added |
| RVW Wealth, LLC | 1,694 | $231.0K | 0.03% | +130+8.3% | Added |
| SFG Wealth Management, LLC. | 1,698 | $231.0K | 0.22% | +172+11.3% | Added |
| Burton Enright Welch | 1,701 | $231.8K | 0.13% | +66+4.0% | Added |
| Tarbox Family Office, Inc. | 1,701 | $232.0K | 0.05% | −5,588−76.7% | Reduced |
| Navellier & Associates Inc | 1,700 | $232.0K | 0.04% | −100−5.6% | Reduced |
| Lakeside Advisors, INC. | 1,699 | $232.0K | 0.18% | 00.0% | Unchanged |
| Triune Financial Partners, LLC | 1,704 | $232.3K | 0.12% | +11+0.6% | Added |
| Diversified Portfolios, Inc. | 1,709 | $233.0K | 0.06% | 00.0% | Unchanged |
| Somerville Kurt F | 1,716 | $234.0K | 0.04% | −19−1.1% | Reduced |
| First Wilshire Securities Management Inc | 1,719 | $234.0K | 0.08% | 00.0% | Unchanged |
| Synergy Financial Management, LLC | 1,720 | $235.0K | 0.06% | −128−6.9% | Reduced |
| Redwood Financial Network Corp | 1,727 | $235.0K | 0.22% | +1,727 | New |
| Tower Wealth Partners, Inc. | 1,733 | $236.0K | 0.26% | −414−19.3% | Reduced |
| Avenue 1 Advisors, LLC | 1,730 | $236.0K | 0.13% | −376−17.9% | Reduced |
| Lipe & Dalton | 1,730 | $236.0K | 0.12% | −170−8.9% | Reduced |
| Baron Financial Group, LLC | 1,735 | $236.5K | 0.14% | 00.0% | Unchanged |
| TMD Wealth Management, LLC | 1,741 | $237.0K | 0.09% | 00.0% | Unchanged |
| Retirement Planning Group | 1,738 | $237.0K | 0.03% | +36+2.1% | Added |
| Safeguard Financial, LLC | 1,737 | $237.0K | 0.35% | +1,737 | New |
| Sterling Financial Planning, Inc. | 1,749 | $238.0K | 0.15% | 00.0% | Unchanged |
| Capital Investment Services of America, Inc. | 1,501 | $238.0K | 0.02% | 00.0% | Unchanged |
| Quantbot Technologies LP | 1,752 | $238.0K | 0.02% | +1,752 | New |
| Sicart Associates LLC | 1,752 | $239.0K | 0.06% | −1,291−42.4% | Reduced |
| S.C. Financial Services, Inc. | 1,755 | $239.0K | 0.31% | +18+1.0% | Added |
| Coury Firm Asset Management LLC | 1,755 | $239.0K | 0.21% | +39+2.3% | Added |
| Lombard Odier Asset Management (USA) Corp | 1,750 | $239.0K | 0.04% | +1,750 | New |
| Financial Planners of Cleveland, Inc. | 1,758 | $240.0K | 0.10% | −285−14.0% | Reduced |
| Helen Stephens Group, LLC | 1,758 | $240.0K | 0.17% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 1,767 | $240.0K | 0.06% | +861+95.0% | Added |
| Tradewinds Capital Management, LLC | 1,765 | $241.0K | 0.04% | −90−4.9% | Reduced |
| Nova R Wealth, Inc. | 1,766 | $241.0K | 0.21% | +6+0.3% | Added |
| Outlook Wealth Advisors, LLC | 1,776 | $242.0K | 0.08% | −4,420−71.3% | Reduced |
| Ade, LLC | 1,781 | $243.0K | 0.23% | −127−6.7% | Reduced |
| Inspire Advisors, LLC | 1,792 | $244.0K | 0.07% | +1,792 | New |
| Summit Wealth Partners, LLC | 1,794 | $244.6K | 0.06% | 00.0% | Unchanged |
| Rappaport Reiches Capital Management, LLC | 1,791 | $246.3K | 0.13% | +392+28.0% | Added |
| Ellevest, Inc. | 1,815 | $247.0K | 0.02% | −299−14.1% | Reduced |
| Palisades Hudson Asset Management, L.P. | 1,821 | $248.0K | 0.12% | −975−34.9% | Reduced |
| Wallace Capital Management Inc. | 2,062 | $248.0K | 0.04% | 00.0% | Unchanged |
| Smith & Howard Wealth Management, LLC | 1,818 | $248.0K | 0.10% | −21−1.1% | Reduced |
| Arcus Capital Partners, LLC | 1,820 | $248.0K | 0.09% | +4+0.2% | Added |
| Ameraudi Asset Management, Inc. | 1,816 | $248.0K | 0.09% | 00.0% | Unchanged |
| Trust Co of Kansas | 1,832 | $250.0K | 0.13% | 00.0% | Unchanged |
| American Planning Services, Inc. | 1,835 | $250.0K | 0.27% | +10+0.5% | Added |
| ETF Managers Group, LLC | 1,781 | $250.0K | 0.01% | +1,781 | New |
| Oak Ridge Investments LLC | 1,842 | $251.0K | 0.03% | −3,850−67.6% | Reduced |
| Roble, Belko & Company, Inc | 1,839 | $251.0K | 0.05% | +135+7.9% | Added |
| HFR Wealth Management, LLC | 1,845 | $252.0K | 0.07% | −159−7.9% | Reduced |
| Roth Financial Partners LLC | 1,848 | $252.0K | 0.18% | −81−4.2% | Reduced |
| Defender Capital, LLC. | 1,849 | $252.0K | 0.09% | 00.0% | Unchanged |
| Norwood Financial Corp | 1,850 | $252.0K | 0.37% | +100+5.7% | Added |
| Summitry LLC | 1,854 | $253.0K | 0.02% | −1,229−39.9% | Reduced |
| Willow Creek Wealth Management Inc. | 1,859 | $253.0K | 0.05% | −14−0.7% | Reduced |
| Clark Financial Services Group Inc | 1,857 | $253.0K | 0.19% | +311+20.1% | Added |
| ERTS Wealth Advisors, LLC | 1,862 | $254.0K | 0.07% | −102−5.2% | Reduced |
| KFA Private Wealth Group, LLC | 1,863 | $254.0K | 0.13% | +227+13.9% | Added |
| Riverpoint Wealth Management Holdings, LLC | 1,860 | $254.0K | 0.09% | +1,860 | New |
| Confluence Investment Management LLC | 1,870 | $255.0K | 0.00% | +37+2.0% | Added |
| Adams Wealth Management | 1,878 | $256.0K | 0.08% | −194−9.4% | Reduced |
| DHJJ Financial Advisors, Ltd. | 1,895 | $256.0K | 0.12% | −8−0.4% | Reduced |
| Lanham O'Dell & Company, Inc. | 1,879 | $256.0K | 0.20% | 00.0% | Unchanged |
| Cassia Capital Partners, LLC | 1,885 | $257.0K | 0.21% | +45+2.4% | Added |
| Saturna Capital CORP | 1,901 | $259.0K | 0.01% | −4,500−70.3% | Reduced |
| Goepper Burkhardt LLC | 1,920 | $262.0K | 0.16% | +164+9.3% | Added |
| Tectonic Advisors LLC | 1,924 | $262.0K | 0.05% | +379+24.5% | Added |
| Apexium Financial, LP | 1,655 | $262.0K | 0.14% | +217+15.1% | Added |
| Aubrey Capital Management Ltd | 1,865 | $262.0K | 0.15% | +1,865 | New |
| Vishria Bird Financial Group, LLC | 1,927 | $263.0K | 0.15% | 00.0% | Unchanged |
| Thrive Capital Management, LLC | 1,935 | $264.0K | 0.16% | −3,219−62.5% | Reduced |
| Hilltop Wealth Advisors, LLC | 1,936 | $264.0K | 0.22% | 00.0% | Unchanged |
| Smith Anglin Financial, LLC | 1,947 | $265.0K | 0.06% | +202+11.6% | Added |
| Rise Advisors, LLC | 1,941 | $265.0K | 0.24% | +393+25.4% | Added |
| Freedom Day Solutions, LLC | 1,952 | $266.0K | 0.11% | −72−3.6% | Reduced |
| South Shore Capital Advisors | 1,951 | $266.0K | 0.43% | +303+18.4% | Added |
| Asset Management Resources, LLC | 1,960 | $267.0K | 0.22% | +70+3.7% | Added |
| Legacy Financial Strategies, LLC | 1,963 | $268.0K | 0.11% | +235+13.6% | Added |
| Tatro Capital, LLC | 1,975 | $269.0K | 0.20% | +289+17.1% | Added |
| MPS Loria Financial Planners, LLC | 1,982 | $270.0K | 0.11% | 00.0% | Unchanged |
| Western Financial Corporation | 1,991 | $271.0K | 0.16% | −5,105−71.9% | Reduced |
| Curtis Advisory Group, LLC | 2,000 | $273.0K | 0.09% | −21−1.0% | Reduced |
| Chickasaw Capital Management LLC | 2,000 | $273.0K | 0.01% | 00.0% | Unchanged |
| Knuff & Co LLC | 2,002 | $273.0K | 0.10% | 00.0% | Unchanged |
| Tanager Wealth Management LLP | 2,000 | $273.0K | 0.21% | 00.0% | Unchanged |
| Kinloch Capital, LLC | 2,012 | $274.0K | 0.16% | +405+25.2% | Added |
| Redwood Investment Management, LLC | 2,017 | $275.0K | 0.04% | −6,022−74.9% | Reduced |
| Mezzasalma Advisors, LLC | 2,020 | $275.0K | 0.17% | −70−3.3% | Reduced |
| Wellspring Financial Advisors, LLC | 2,016 | $275.0K | 0.08% | −16−0.8% | Reduced |
| Nauset Wealth Management. LLC | 2,015 | $275.0K | 0.22% | +563+38.8% | Added |
| Petix & Botte Co | 2,014 | $275.0K | 0.08% | +2,014 | New |
| Exeter Financial, LLC | 2,028 | $276.0K | 0.15% | 00.0% | Unchanged |
| Kingfisher Capital LLC | 2,023 | $276.0K | 0.07% | +203+11.2% | Added |
| Bernardo Wealth Planning LLC | 2,028 | $276.0K | 0.14% | +661+48.4% | Added |
| Codex Capital, L.L.C. | 2,000 | $279.0K | 0.17% | 00.0% | Unchanged |
| Wipfli Financial Advisors LLC, | 2,050 | $279.5K | 0.03% | +2,050 | New |