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 |
|---|---|---|---|---|---|
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 2,487 | $339.0K | 0.06% | −100−3.9% | Reduced |
| Insight Wealth Partners, LLC | 2,504 | $341.0K | 0.24% | −531−17.5% | Reduced |
| Aquatic Capital Management LLC | 2,500 | $341.0K | 0.51% | +2,500 | New |
| New World Advisors LLC | 2,622 | $342.0K | 0.18% | +735+39.0% | Added |
| Tamar Securities, LLC | 2,509 | $342.0K | 0.10% | +647+34.7% | Added |
| Beirne Wealth Consulting Services, LLC | 2,519 | $343.0K | 0.19% | +10+0.4% | Added |
| Horst & Graben Wealth Management LLC | 2,526 | $344.0K | 0.08% | +17+0.7% | Added |
| Integrity Financial Corp | 2,529 | $345.0K | 0.28% | −1,230−32.7% | Reduced |
| Cypress Capital, LLC | 2,528 | $345.0K | 0.04% | −740−22.6% | Reduced |
| David J Yvars Group | 2,539 | $346.0K | 0.24% | −715−22.0% | Reduced |
| TSFG, LLC | 2,544 | $347.0K | 0.13% | −8−0.3% | Reduced |
| Covestor Ltd | 2,546 | $347.0K | 0.24% | +485+23.5% | Added |
| Raffa Wealth Management, LLC | 2,549 | $347.5K | 0.13% | −272−9.6% | Reduced |
| Kraematon Investment Advisors, Inc | 2,553 | $348.0K | 0.33% | +16+0.6% | Added |
| WMG Financial Advisors, LLC | 2,568 | $348.0K | 0.26% | +273+11.9% | Added |
| Paragon Wealth Strategies, LLC | 2,576 | $351.0K | 0.09% | +33+1.3% | Added |
| Encompass Wealth Advisors, LLC | 2,575 | $351.0K | 0.09% | +92+3.7% | Added |
| Silver Lake Advisory, LLC | 2,590 | $353.0K | 0.17% | −997−27.8% | Reduced |
| Clay Northam Wealth Management, LLC | 2,586 | $353.0K | 0.36% | −25−1.0% | Reduced |
| Karn, Couzens & Associates, Inc. | 2,586 | $353.0K | 0.22% | 00.0% | Unchanged |
| Strategic Family Wealth Counselors, L.L.C. | 2,600 | $354.0K | 0.14% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 2,595 | $354.0K | 0.31% | +127+5.1% | Added |
| Bond & Devick Financial Network, Inc. | 2,598 | $354.0K | 0.28% | +200+8.3% | Added |
| Marathon Trading Investment Management LLC | 2,600 | $354.0K | 0.16% | +2,600 | New |
| Snider Financial Group | 2,605 | $355.0K | 0.16% | −124−4.5% | Reduced |
| US Financial Advisors, LLC | 2,617 | $357.0K | 0.17% | 00.0% | Unchanged |
| Pinnacle Financial Group, LLC | 2,618 | $357.0K | 0.29% | +349+15.4% | Added |
| Altus Wealth Management, LLC | 2,625 | $358.0K | 0.25% | +7+0.3% | Added |
| Madison Wealth Management | 2,623 | $358.0K | 0.08% | +101+4.0% | Added |
| Symphony Financial, Ltd. Co. | 2,734 | $358.0K | 0.08% | +975+55.4% | Added |
| Capital Counsel LLC | 2,635 | $359.0K | 0.02% | −82−3.0% | Reduced |
| Fountainhead AM, LLC | 2,642 | $360.0K | 0.16% | −259−8.9% | Reduced |
| AIMZ Investment Advisors, LLC | 2,639 | $360.0K | 0.15% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 2,650 | $361.0K | 0.07% | −94−3.4% | Reduced |
| Pennsylvania Capital Management Inc | 2,648 | $361.0K | 0.15% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 2,282 | $361.0K | 0.21% | 00.0% | Unchanged |
| Milestone Advisory Partners | 2,654 | $362.0K | 0.20% | +2,654 | New |
| Astrantus Ltd | 2,662 | $363.0K | 0.61% | +2,662 | New |
| Dock Street Asset Management Inc | 2,670 | $364.0K | 0.07% | −45−1.7% | Reduced |
| Horizon Kinetics Asset Management LLC | 2,676 | $365.0K | 0.01% | −191−6.7% | Reduced |
| Mayport, LLC | 2,677 | $365.0K | 0.25% | 00.0% | Unchanged |
| Intrinsic Value Partners, LLC | 2,702 | $368.0K | 0.39% | −30−1.1% | Reduced |
| Pin Oak Investment Advisors Inc | 2,704 | $369.0K | 0.39% | −150−5.3% | Reduced |
| Avion Wealth | 2,716 | $370.0K | 0.11% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 2,734 | $371.0K | 0.03% | −625−18.6% | Reduced |
| Reik & Co., LLC | 2,722 | $371.0K | 0.09% | 00.0% | Unchanged |
| Murphy Pohlad Asset Management LLC | 2,725 | $371.0K | 0.15% | 00.0% | Unchanged |
| Trellis Advisors, LLC | 2,719 | $371.0K | 0.19% | +5+0.2% | Added |
| Guild Investment Management, Inc. | 2,732 | $372.0K | 0.38% | 00.0% | Unchanged |
| Wedgewood Investors Inc | 2,741 | $374.0K | 0.45% | 00.0% | Unchanged |
| Apeiron RIA LLC | 2,851 | $374.0K | 0.18% | +130+4.8% | Added |
| Pure Financial Advisors, Inc. | 2,748 | $375.0K | 0.02% | −110−3.8% | Reduced |
| Richwood Investment Advisors, LLC | 2,748 | $375.0K | 0.33% | +1,057+62.5% | Added |
| TNF LLC | 2,962 | $376.0K | 0.17% | +6+0.2% | Added |
| Financial Council Asset Management Inc | 2,775 | $378.0K | 0.46% | 00.0% | Unchanged |
| Murphy, Middleton, Hinkle & Parker, Inc. | 2,782 | $379.0K | 0.20% | 00.0% | Unchanged |
| Cooper/Haims Advisors, LLC | 2,785 | $380.0K | 0.25% | −717−20.5% | Reduced |
| Act Wealth Management, LLC | 2,786 | $380.0K | 0.22% | +37+1.3% | Added |
| Strid Group, LLC | 2,800 | $382.0K | 0.08% | 00.0% | Unchanged |
| Columbus Macro, LLC | 2,812 | $383.0K | 0.13% | −21−0.7% | Reduced |
| Hofer & Associates. Inc | 2,812 | $383.0K | 0.34% | +67+2.4% | Added |
| Horan Securities, Inc. | 2,814 | $384.0K | 0.23% | +289+11.4% | Added |
| Corrigan Financial, Inc. | 2,819 | $384.3K | 0.12% | +2+0.1% | Added |
| Marotta Asset Management | 2,825 | $385.1K | 0.09% | +140+5.2% | Added |
| Evolution Wealth Advisors, LLC | 2,821 | $386.0K | 0.08% | −1,070−27.5% | Reduced |
| Bell Rock Capital LLC | 2,945 | $387.0K | 0.36% | −196−6.2% | Reduced |
| Capital Investment Counsel, Inc | 2,842 | $387.0K | 0.08% | −200−6.6% | Reduced |
| Permit Capital, LLC | 2,842 | $387.0K | 0.10% | −172−5.7% | Reduced |
| Lenox Wealth Advisors, LLC | 2,897 | $387.0K | 0.05% | +11+0.4% | Added |
| Mizuho Securities Co. Ltd. | 2,840 | $387.0K | 0.08% | +2,331+458.0% | Added |
| Fortis Advisors, LLC | 2,847 | $388.0K | 0.21% | 00.0% | Unchanged |
| Cedrus LLC | 2,853 | $388.9K | 0.35% | +379+15.3% | Added |
| Angeles Investment Advisors, LLC | 2,850 | $389.0K | 0.03% | −4,576−61.6% | Reduced |
| Alliance Wealth Advisors, LLC | 2,854 | $389.0K | 0.32% | −311−9.8% | Reduced |
| Verity Asset Management, Inc. | 2,844 | $389.0K | 0.25% | +1,508+112.9% | Added |
| Tranquilli Financial Advisor LLC | 2,864 | $390.0K | 0.28% | +52+1.8% | Added |
| Levy Wealth Management Group, LLC | 2,875 | $392.0K | 0.16% | +14+0.5% | Added |
| Financial Engines Advisors L.L.C. | 2,881 | $393.0K | 0.00% | +516+21.8% | Added |
| Shapiro Capital Management LLC | 2,880 | $393.0K | 0.01% | +2,880 | New |
| Sequent Asset Management, LLC | 2,890 | $394.0K | 0.23% | +10.0% | Added |
| Financial Advisory Corp | 2,888 | $394.0K | 0.21% | +19+0.7% | Added |
| 1776 Wealth LLC | 2,891 | $394.0K | 0.23% | +720+33.2% | Added |
| Hutner Capital Management Inc | 2,897 | $395.0K | 0.23% | −542−15.8% | Reduced |
| Howard Wealth Management, LLC | 2,901 | $395.0K | 0.22% | −91−3.0% | Reduced |
| Gemmer Asset Management LLC | 2,924 | $398.0K | 0.05% | −3−0.1% | Reduced |
| Bridgefront Capital, LLC | 2,924 | $399.0K | 0.49% | −5,237−64.2% | Reduced |
| Vista Wealth Management Group, LLC | 2,930 | $399.0K | 0.06% | −362−11.0% | Reduced |
| Resolute Financial, LLC | 2,929 | $399.0K | 0.32% | 00.0% | Unchanged |
| Avenir Corp | 2,924 | $399.0K | 0.03% | 00.0% | Unchanged |
| Magnolia Capital Management Ltd | 2,925 | $399.0K | 0.33% | 00.0% | Unchanged |
| Ocean Capital Management, LLC | 2,900 | $399.0K | 0.16% | 00.0% | Unchanged |
| Chelsea Counsel Co | 2,931 | $400.0K | 0.18% | −1,489−33.7% | Reduced |
| Koss-Olinger Consulting, LLC | 2,935 | $400.0K | 0.06% | −332−10.2% | Reduced |
| Cahaba Wealth Management, Inc. | 3,361 | $401.0K | 0.06% | +790+30.7% | Added |
| KWB Wealth | 2,532 | $401.0K | 0.07% | 00.0% | Unchanged |
| Indie Asset Partners, LLC | 2,958 | $403.0K | 0.30% | +157+5.6% | Added |
| Monument Capital Management | 2,962 | $404.0K | 0.13% | −3,376−53.3% | Reduced |
| Sloy Dahl & Holst, LLC | 2,980 | $406.0K | 0.07% | −546−15.5% | Reduced |
| Ackerman Capital Advisors, LLC | 2,987 | $407.0K | 0.10% | 00.0% | Unchanged |
| O'Keefe Stevens Advisory, Inc. | 2,995 | $408.0K | 0.20% | 00.0% | Unchanged |