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 |
|---|---|---|---|---|---|
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 3,000 | $409.0K | 0.47% | +3,000 | New |
| American Investment Services, Inc. | 3,012 | $411.0K | 0.09% | 00.0% | Unchanged |
| North Point Portfolio Managers Corp | 3,020 | $412.0K | 0.06% | 00.0% | Unchanged |
| Penn Davis McFarland Inc | 3,026 | $413.0K | 0.07% | −286−8.6% | Reduced |
| J. L. Bainbridge & Co., Inc. | 3,030 | $413.0K | 0.05% | +529+21.2% | Added |
| Cim, LLC | 3,115 | $414.0K | 0.08% | −407−11.6% | Reduced |
| Aevitas Wealth Management, Inc. | 3,050 | $416.0K | 0.25% | −143−4.5% | Reduced |
| Charter Research & Investment Group, Inc. | 3,052 | $416.0K | 0.34% | +21+0.7% | Added |
| Investmark Advisory Group LLC | 3,056 | $416.0K | 0.43% | +20+0.7% | Added |
| Credential Qtrade Securities Inc. | 3,058 | $416.9K | 0.03% | −3,173−50.9% | Reduced |
| Cypress Capital Management LLC (WY) | 3,075 | $419.0K | 0.50% | −1,330−30.2% | Reduced |
| Verus Financial Partners, Inc. | 3,190 | $420.0K | 0.06% | −13−0.4% | Reduced |
| Foster Group, Inc. | 3,088 | $421.0K | 0.03% | +95+3.2% | Added |
| Wilson & Boucher Capital Management, LLC | 3,111 | $424.0K | 0.38% | 00.0% | Unchanged |
| BCJ Capital Management, LLC | 3,110 | $424.0K | 0.04% | +120+4.0% | Added |
| Hourglass Capital, LLC | 3,124 | $426.0K | 0.13% | 00.0% | Unchanged |
| TRH Financial, LLC | 3,141 | $428.0K | 0.13% | −42−1.3% | Reduced |
| McNaughton Wealth Management, LLC | 3,148 | $429.0K | 0.28% | +492+18.5% | Added |
| West Chester Capital Advisors, Inc | 3,154 | $430.0K | 0.31% | 00.0% | Unchanged |
| Cadent Capital Advisors, LLC | 3,155 | $430.0K | 0.20% | +1,113+54.5% | Added |
| Washburn Capital Management, Inc. | 3,159 | $431.0K | 0.28% | −1,119−26.2% | Reduced |
| Pensionmark Financial Group, LLC | 3,164 | $431.0K | 0.09% | −35−1.1% | Reduced |
| Clare Market Investments LLC | 3,163 | $431.2K | 0.14% | +588+22.8% | Added |
| Lansing Street Advisors | 3,236 | $432.0K | 0.28% | +3,236 | New |
| Mayfair Advisory Group, LLC | 3,202 | $433.0K | 0.56% | +60+1.9% | Added |
| Reuter James Wealth Management, LLC | 3,174 | $433.0K | 0.17% | +1,016+47.1% | Added |
| Oldfather Financial Services, LLC | 3,522 | $434.0K | 0.24% | +71+2.1% | Added |
| Gordian Capital Singapore Pte Ltd | 2,924 | $435.0K | 0.36% | −665−18.5% | Reduced |
| Full Sail Capital, LLC | 3,190 | $435.0K | 0.04% | −589−15.6% | Reduced |
| Bridge Advisory, LLC | 3,211 | $438.0K | 0.19% | −201−5.9% | Reduced |
| Oak Thistle LLC | 3,219 | $438.0K | 0.23% | +3,219 | New |
| HM Capital Management, LLC | 3,220 | $439.0K | 0.16% | −171−5.0% | Reduced |
| Weaver Consulting Group | 3,221 | $439.0K | 0.21% | +127+4.1% | Added |
| Blackston Financial Advisory Group, LLC | 2,681 | $439.0K | 0.29% | −22−0.8% | Reduced |
| Parkside Investments, LLC | 3,228 | $440.0K | 0.09% | +11+0.3% | Added |
| Marshall Financial Group LLC | 3,236 | $441.0K | 0.18% | −322−9.1% | Reduced |
| Provident Trust Co | 3,232 | $441.0K | 0.01% | 00.0% | Unchanged |
| Wolff Financial Management LLC | 3,233 | $441.0K | 0.18% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 3,272 | $442.8K | 0.21% | +600+22.5% | Added |
| Sanford Advisory Services, LLC | 3,248 | $443.0K | 0.12% | +117+3.7% | Added |
| Resource Planning Group | 3,256 | $444.0K | 0.32% | +10.0% | Added |
| Second Half Financial Partners, LLC | 2,926 | $445.0K | 0.35% | +2,926 | New |
| Diligent Investors, LLC | 3,269 | $446.0K | 0.13% | +492+17.7% | Added |
| KilterHowling LLC | 3,273 | $446.2K | 0.45% | +1,513+86.0% | Added |
| Keb Asset Management, LLC | 3,277 | $447.0K | 0.30% | −1,388−29.8% | Reduced |
| Capital Planning LLC | 3,277 | $447.0K | 0.17% | −34−1.0% | Reduced |
| CMG Global Holdings, LLC | 3,277 | $447.0K | 0.36% | +549+20.1% | Added |
| Capital Advisors Wealth Management, LLC | 3,290 | $448.0K | 0.14% | +617+23.1% | Added |
| Engrave Wealth Partners LLC | 3,292 | $449.0K | 0.17% | 00.0% | Unchanged |
| Wick Capital Partners, LLC | 3,299 | $450.0K | 0.30% | −377−10.3% | Reduced |
| Forefront Analytics, LLC | 3,306 | $451.0K | 0.17% | −517−13.5% | Reduced |
| Pine Haven Investment Counsel, Inc | 3,311 | $451.0K | 0.44% | +100+3.1% | Added |
| Claret Asset Management Corp | 3,311 | $451.0K | 0.09% | +317+10.6% | Added |
| Tortoise Investment Management, LLC | 3,317 | $452.0K | 0.08% | +670+25.3% | Added |
| Unionview, LLC | 3,325 | $453.0K | 0.42% | −11−0.3% | Reduced |
| Aveo Capital Partners, LLC | 3,324 | $453.0K | 0.08% | +146+4.6% | Added |
| Private Capital Management LLC | 3,332 | $454.0K | 0.14% | +232+7.5% | Added |
| Heck Capital Advisors, LLC | 3,334 | $454.5K | 0.08% | −30−0.9% | Reduced |
| Hunter Associates Investment Management LLC | 3,350 | $457.0K | 0.15% | −2,029−37.7% | Reduced |
| Cassady Schiller Wealth Management, LLC | 3,352 | $457.0K | 0.22% | +324+10.7% | Added |
| Albert D Mason Inc | 3,360 | $458.0K | 0.29% | −285−7.8% | Reduced |
| Powell Investment Advisors, LLC | 3,357 | $458.0K | 0.27% | +62+1.9% | Added |
| West Coast Financial LLC | 3,369 | $459.0K | 0.07% | −603−15.2% | Reduced |
| Cowa, LLC | 3,376 | $460.0K | 0.23% | −661−16.4% | Reduced |
| HITE Hedge Asset Management LLC | 3,392 | $462.0K | 0.04% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 3,399 | $463.0K | 0.17% | +191+6.0% | Added |
| Delphia (USA) Inc. | 3,407 | $464.0K | 0.35% | +1,030+43.3% | Added |
| Sound Income Strategies, LLC | 3,409 | $465.0K | 0.05% | −39−1.1% | Reduced |
| Cascade Investment Advisors, Inc. | 3,413 | $465.3K | 0.28% | +40+1.2% | Added |
| Capital Advisory Group Advisory Services, LLC | 3,428 | $467.0K | 0.22% | −25,996−88.3% | Reduced |
| Solitude Financial Services | 3,425 | $467.0K | 0.29% | −463−11.9% | Reduced |
| Mascoma Wealth Management LLC | 3,429 | $467.0K | 0.15% | +871+34.1% | Added |
| CenterStar Asset Management, LLC | – | $468.0K | 0.33% | – | – |
| Pasadena Private Wealth, LLC | 3,441 | $469.0K | 0.15% | −4,161−54.7% | Reduced |
| MinichMacGregor Wealth Management, LLC | 3,443 | $469.0K | 0.15% | 00.0% | Unchanged |
| Buttonwood Financial Advisors Inc. | 3,440 | $469.0K | 0.42% | +1,752+103.8% | Added |
| IVC Wealth Advisors LLC | 3,459 | $472.0K | 0.31% | +568+19.6% | Added |
| Fermata Advisors, LLC | 3,464 | $473.0K | 0.18% | −498−12.6% | Reduced |
| Howard Financial Services, Ltd. | 3,491 | $476.0K | 0.14% | −5,282−60.2% | Reduced |
| Wayfinding Financial, LLC | 3,851 | $476.0K | 0.40% | +325+9.2% | Added |
| Kohmann Bosshard Financial Services, LLC | 3,494 | $476.0K | 0.09% | +1,470+72.6% | Added |
| Family Firm, Inc. | 3,496 | $477.0K | 0.13% | +17+0.5% | Added |
| Shelton Wealth Management, LLC | 3,505 | $478.0K | 0.38% | +9+0.3% | Added |
| Leonard Rickey Investment Advisors P.L.L.C. | 3,509 | $478.0K | 0.18% | +340+10.7% | Added |
| Firestone Capital Management | 3,515 | $479.0K | 0.16% | 00.0% | Unchanged |
| Thompson Davis & Co., Inc. | 3,512 | $479.0K | 0.58% | +1,036+41.8% | Added |
| Kathmere Capital Management, LLC | 3,524 | $480.0K | 0.08% | +519+17.3% | Added |
| Dimension Capital Management LLC | 3,542 | $483.0K | 0.09% | −19−0.5% | Reduced |
| Cranbrook Wealth Management, LLC | 3,550 | $484.0K | 0.11% | −70−1.9% | Reduced |
| Mizuho Securities USA LLC | 3,584 | $489.0K | 0.07% | −8,778−71.0% | Reduced |
| Roberts Glore & Co Inc | 3,586 | $489.0K | 0.14% | +195+5.8% | Added |
| Sustainable Insight Capital Management, LLC | 3,588 | $489.0K | 0.35% | +332+10.2% | Added |
| Northwest Investment Counselors, LLC | 3,620 | $494.0K | 0.13% | −331−8.4% | Reduced |
| Lloyd Park, LLC | 3,630 | $495.0K | 0.55% | −3,844−51.4% | Reduced |
| Nottingham Advisors, Inc. | 3,633 | $495.0K | 0.06% | −50−1.4% | Reduced |
| Holland Advisory Services, Inc. | 3,648 | $497.0K | 0.58% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 3,650 | $498.0K | 0.53% | +620+20.5% | Added |
| First Community Trust NA | 3,671 | $500.0K | 0.48% | +35+1.0% | Added |
| Firethorn Wealth Partners, LLC | 3,669 | $500.0K | 0.38% | +949+34.9% | Added |
| ESG Planning | 3,668 | $500.0K | 0.46% | +3,668 | New |