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 |
|---|---|---|---|---|---|
| F3Logic, LLC | 2,036 | $280.0K | 0.04% | +2+0.1% | Added |
| Elm Advisors, LLC | 2,058 | $281.0K | 0.38% | −1,554−43.0% | Reduced |
| Rice Hall James & Associates, LLC | 2,058 | $281.0K | 0.01% | −191−8.5% | Reduced |
| First Pacific Financial | 2,060 | $281.0K | 0.14% | 00.0% | Unchanged |
| Planned Solutions, Inc. | 2,058 | $281.0K | 0.20% | +170+9.0% | Added |
| Shikiar Asset Management Inc | 2,070 | $282.0K | 0.08% | 00.0% | Unchanged |
| Conestoga Capital Advisors, LLC | 2,066 | $282.0K | 0.00% | 00.0% | Unchanged |
| Prentiss Smith & Co Inc | 2,068 | $282.0K | 0.17% | +180+9.5% | Added |
| Tandem Investment Advisors, Inc. | 2,075 | $283.0K | 0.02% | −1,785−46.2% | Reduced |
| Perkins Coie Trust Co | 2,079 | $283.0K | 0.09% | +115+5.9% | Added |
| Disciplined Investments, LLC | 2,080 | $284.0K | 0.12% | +89+4.5% | Added |
| Rockbridge Investment Management, LCC | 2,105 | $284.9K | 0.04% | +86+4.3% | Added |
| Winton Group Ltd | 2,089 | $285.0K | 0.01% | −19,721−90.4% | Reduced |
| MKT Advisors LLC | 2,337 | $285.0K | 0.22% | −41−1.7% | Reduced |
| G2 Capital Management, LLC | 2,090 | $285.0K | 0.12% | 00.0% | Unchanged |
| Fca Corp | 2,100 | $286.0K | 0.10% | 00.0% | Unchanged |
| America First Investment Advisors, LLC | 2,100 | $286.0K | 0.08% | 00.0% | Unchanged |
| Compton Financial Group, LLC | 2,098 | $286.0K | 0.12% | 00.0% | Unchanged |
| Triton Wealth Management, PLLC | 1,913 | $286.0K | 0.15% | 00.0% | Unchanged |
| Raymond James Trust Co. of NH | 2,096 | $286.0K | 1.88% | +2,096 | New |
| Coco Enterprises, LLC | 2,099 | $288.0K | 0.23% | −711−25.3% | Reduced |
| Security National Bank of Sioux City Iowa | 2,132 | $291.0K | 0.22% | −1,500−41.3% | Reduced |
| East Coast Asset Management, LLC. | 2,141 | $292.0K | 0.07% | 00.0% | Unchanged |
| Insight 2811, Inc. | 2,142 | $292.0K | 0.17% | +50+2.4% | Added |
| Motive Wealth Advisors | 2,141 | $292.0K | 0.20% | +266+14.2% | Added |
| Affinia Financial Group, LLC | 2,233 | $294.0K | 0.23% | −72−3.1% | Reduced |
| Howard Capital Management Inc. | 2,158 | $294.0K | 0.07% | +490+29.4% | Added |
| Wealth Advisors of Iowa, LLC | 2,167 | $295.0K | 0.15% | +2,167 | New |
| Echo Street Capital Management LLC | 2,180 | $297.0K | 0.00% | −2,748−55.8% | Reduced |
| Websterrogers Financial Advisors, LLC | 2,196 | $297.0K | 0.15% | +98+4.7% | Added |
| Henrickson Nauta Wealth Advisors, Inc. | 2,181 | $297.0K | 0.25% | 00.0% | Unchanged |
| Vista Private Wealth Partners. LLC | 2,192 | $297.0K | 0.12% | +549+33.4% | Added |
| Manchester Financial Inc | 2,185 | $298.0K | 0.11% | −90−4.0% | Reduced |
| Coyle Financial Counsel LLC | 2,185 | $298.0K | 0.16% | +9+0.4% | Added |
| United Community Bank | 2,203 | $300.3K | 0.30% | −195−8.1% | Reduced |
| Financial Advisors Network, Inc. | 2,214 | $302.0K | 0.07% | +90+4.2% | Added |
| Gouws Capital LLC | 2,225 | $303.0K | 0.25% | −300−11.9% | Reduced |
| Deltec Asset Management LLC | 2,225 | $303.0K | 0.05% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 2,227 | $304.0K | 0.09% | 00.0% | Unchanged |
| Long Road Investment Counsel, LLC | 2,232 | $304.0K | 0.14% | +2,232 | New |
| Jacobs & Co | 2,250 | $306.0K | 0.03% | +31+1.4% | Added |
| Epic Trust Investment Advisors, LLC | 2,242 | $306.0K | 0.48% | +814+57.0% | Added |
| S. R. Schill & Associates | 2,266 | $309.0K | 0.13% | −805−26.2% | Reduced |
| Bluesphere Advisors, LLC | 2,274 | $310.0K | 0.26% | −9,318−80.4% | Reduced |
| Market Street Wealth Management Advisors LLC | 2,275 | $310.0K | 0.11% | −441−16.2% | Reduced |
| Smith Shellnut Wilson LLC | 2,273 | $310.0K | 0.16% | −36−1.6% | Reduced |
| Morris Retirement Advisors, LLC | 2,281 | $311.0K | 0.24% | −749−24.7% | Reduced |
| Lockerman Financial Group, Inc. | 2,278 | $311.0K | 0.84% | −296−11.5% | Reduced |
| SJS Investment Consulting Inc. | 2,283 | $311.0K | 0.10% | +29+1.3% | Added |
| Wealthstream Advisors, Inc. | 2,295 | $313.0K | 0.27% | −221−8.8% | Reduced |
| Capital Financial Planning, LLC | 2,299 | $313.0K | 0.11% | −56−2.4% | Reduced |
| Forefront Wealth Management Inc. | 2,297 | $313.0K | 0.31% | +2+0.1% | Added |
| Trevian Wealth Management LLC | 2,303 | $314.0K | 0.30% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 2,302 | $314.0K | 0.05% | +44+1.9% | Added |
| Gladius Capital Management LP | 2,305 | $315.0K | 0.11% | −686−22.9% | Reduced |
| Northern Capital Management, Inc. | 2,313 | $315.0K | 0.26% | −73−3.1% | Reduced |
| Campbell Wealth Management | 2,309 | $315.0K | 0.04% | +10.0% | Added |
| Basepoint Wealth LLC | 2,313 | $315.3K | 0.29% | +4+0.2% | Added |
| Bridgeworth, LLC | 2,318 | $316.0K | 0.07% | −750−24.4% | Reduced |
| Garner Asset Management Corp | 2,320 | $316.0K | 0.13% | 00.0% | Unchanged |
| Tacita Capital Inc | 2,320 | $316.0K | 0.18% | 00.0% | Unchanged |
| Intrepid Capital Management Inc | 2,318 | $316.0K | 0.19% | +7+0.3% | Added |
| ICW Investment Advisors LLC | 2,316 | $316.0K | 0.18% | +81+3.6% | Added |
| Fiducient Advisors LLC | 2,318 | $316.0K | 0.12% | +231+11.1% | Added |
| Jacobson & Schmitt Advisors, LLC | 2,323 | $317.0K | 0.08% | 00.0% | Unchanged |
| Baron Silver Stevens Financial Advisors, LLC | 2,330 | $317.0K | 0.07% | +172+8.0% | Added |
| Bickling Financial Services, Inc. | 2,332 | $318.0K | 0.16% | +14+0.6% | Added |
| Von Berge Wealth Management Group, LLC | 2,520 | $318.0K | 0.29% | +1,000+65.8% | Added |
| Isthmus Partners, LLC | 2,349 | $320.0K | 0.05% | +10+0.4% | Added |
| SP Asset Management | 2,355 | $321.0K | 0.03% | +47+2.0% | Added |
| McGowan Group Asset Management, Inc. | 2,352 | $321.0K | 0.05% | +840+55.6% | Added |
| Advance Capital Management, Inc. | 2,359 | $322.0K | 0.04% | +3+0.1% | Added |
| Crown Wealth Group, LLC | 2,362 | $322.0K | 0.22% | +2,362 | New |
| Wills Financial Group, Inc. | 2,368 | $323.0K | 0.14% | +107+4.7% | Added |
| PYA Waltman Capital, LLC | 2,366 | $323.0K | 0.16% | +473+25.0% | Added |
| Truvestments Capital LLC | 2,374 | $324.0K | 0.18% | +11+0.5% | Added |
| Sym Financial Corp | 2,381 | $325.0K | 0.14% | +588+32.8% | Added |
| Summit Wealth Group, LLC | 2,392 | $326.0K | 0.34% | −798−25.0% | Reduced |
| Truepoint, Inc. | 2,392 | $326.0K | 0.02% | −241−9.2% | Reduced |
| Lathrop Investment Management Corp | 2,391 | $326.0K | 0.07% | 00.0% | Unchanged |
| Curran Financial Partners, LLC | 2,393 | $326.0K | 0.13% | +10.0% | Added |
| NovaPoint Capital, LLC | 2,406 | $328.0K | 0.12% | +15+0.6% | Added |
| Cook Wealth Management Group LLC | 2,653 | $329.0K | 0.35% | 00.0% | Unchanged |
| Arnhold LLC | 2,412 | $329.0K | 0.04% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 2,418 | $330.0K | 0.14% | −96−3.8% | Reduced |
| Ellsworth Advisors, LLC | 2,508 | $330.0K | 0.12% | +2,508 | New |
| Wealth Advisors, Inc. | 2,430 | $331.0K | 0.12% | −116−4.6% | Reduced |
| Heritage Financial Services, LLC | 2,431 | $331.0K | 0.22% | −13−0.5% | Reduced |
| One Wealth Advisors, LLC | 2,430 | $331.0K | 0.08% | +223+10.1% | Added |
| Paragon Capital Management LLC | 2,431 | $331.0K | 0.17% | +2,431 | New |
| Arthur M. Cohen & Associates, LLC | 2,435 | $332.0K | 0.07% | −29−1.2% | Reduced |
| Pitti Group Wealth Management, LLC | 2,439 | $332.0K | 0.39% | +97+4.1% | Added |
| My Personal CFO, LLC | 2,447 | $334.0K | 0.35% | −110−4.3% | Reduced |
| Covey Capital Advisors, LLC | 2,450 | $334.0K | 0.35% | −50−2.0% | Reduced |
| Wealthspan Partners, LLC | 2,447 | $334.0K | 0.30% | +2+0.1% | Added |
| Claris Advisors, LLC | 2,453 | $334.0K | 0.36% | +142+6.1% | Added |
| Global Strategic Investment Solutions, LLC | 2,453 | $334.0K | 0.02% | +551+29.0% | Added |
| Mark Sheptoff Financial Planning, LLC | 2,457 | $335.0K | 0.17% | +501+25.6% | Added |
| J2 Capital Management Inc | 2,462 | $336.0K | 0.37% | −1,885−43.4% | Reduced |
| West Family Investments, Inc. | 2,469 | $337.0K | 0.10% | −6,123−71.3% | Reduced |