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
- 3,520
- −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
- 1,275 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 | 5,103 | $572.1B |
| Q4 2025 | 5,155 | $639.5B |
| Q3 2025 | 4,766 | $618.0B |
| Q2 2025 | 4,753 | $582.4B |
| Q1 2025 | 4,680 | $494.6B |
| Q4 2024 | 4,680 | $490.0B |
| Q3 2024 | 4,216 | $429.4B |
| Q2 2024 | 4,182 | $416.2B |
| Q1 2024 | 4,121 | $414.5B |
| Q4 2023 | 4,002 | $351.8B |
| Q3 2023 | 3,711 | $297.0B |
| Q2 2023 | 3,673 | $297.6B |
| Q1 2023 | 3,613 | $266.3B |
| Q4 2022 | 3,629 | $278.3B |
| Q3 2022 | 3,396 | $212.9B |
| Q2 2022 | 3,428 | $229.3B |
| Q1 2022 | 3,520 | $278.9B |
| Q4 2021 | 3,595 | $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 |
|---|---|---|---|---|---|
| ESG Planning | 3,668 | $500.0K | 0.46% | +3,668 | New |
| Dougherty Wealth Advisers LLC | 3,674 | $501.0K | 0.76% | 00.0% | Unchanged |
| BT Wealth Management LLC | 3,673 | $501.0K | 0.13% | +28+0.8% | Added |
| Patron Partners Advisors, LLC | 3,682 | $501.0K | 0.34% | +120+3.4% | Added |
| Amussen Hunsaker Associates LLC | 3,683 | $502.0K | 0.12% | +254+7.4% | Added |
| Cavalier Investments, LLC | 3,679 | $502.0K | 0.13% | +219+6.3% | Added |
| Westshore Wealth, LLC | 3,680 | $502.0K | 0.34% | +452+14.0% | Added |
| Montis Financial, LLC | 3,691 | $503.0K | 0.39% | −1,605−30.3% | Reduced |
| First National Corp | 3,698 | $504.0K | 0.11% | +4+0.1% | Added |
| Total Investment Management Inc | 3,695 | $504.0K | 0.10% | +27+0.7% | Added |
| Financial Advisory Group | 3,695 | $504.0K | 0.10% | +141+4.0% | Added |
| Stonehearth Capital Management, LLC | 3,714 | $506.0K | 0.26% | −409−9.9% | Reduced |
| Waterfront Wealth Inc. | 3,814 | $506.0K | 0.18% | +1,794+88.8% | Added |
| Sendero Wealth Management, LLC | 3,726 | $508.0K | 0.23% | −85,240−95.8% | Reduced |
| Harbor Group, Inc. | 3,735 | $509.0K | 0.32% | +21+0.6% | Added |
| Kidder Stephen W | 3,737 | $510.0K | 0.16% | +100+2.7% | Added |
| Avondale Wealth Management | 3,750 | $511.0K | 0.60% | +750+25.0% | Added |
| Astoria Portfolio Advisors LLC. | 3,754 | $512.0K | 0.40% | +475+14.5% | Added |
| Beech Hill Advisors, Inc. | 3,762 | $513.0K | 0.21% | 00.0% | Unchanged |
| Youngs Advisory Group, Inc. | 3,765 | $513.0K | 0.30% | +179+5.0% | Added |
| Eukles Asset Management | 3,773 | $514.0K | 0.28% | +346+10.1% | Added |
| Lumature Wealth Partners, LLC | 3,770 | $514.0K | 0.21% | +3,527+1,451.4% | Added |
| Silver Oak Securities, Inc | 3,853 | $514.0K | 0.10% | +3,853 | New |
| ERn Financial, LLC | 3,772 | $514.0K | 0.11% | +3,772 | New |
| Aprio Wealth Management, LLC | 3,775 | $515.0K | 0.20% | +1,169+44.9% | Added |
| Liberty Wealth Management LLC | 3,795 | $517.0K | 0.19% | +497+15.1% | Added |
| Meridian Financial, LLC | 3,812 | $519.7K | 0.54% | +4+0.1% | Added |
| LCM Capital Management Inc | 3,823 | $521.0K | 0.42% | 00.0% | Unchanged |
| Dempze Nancy E | 3,825 | $522.0K | 0.38% | −25−0.6% | Reduced |
| Vista Capital Partners, Inc. | 3,832 | $522.0K | 0.07% | +1,260+49.0% | Added |
| Capital City Trust Co | 3,850 | $525.0K | 0.15% | −57−1.5% | Reduced |
| Allie Family Office LLC | 3,850 | $525.0K | 0.40% | +3,850 | New |
| CJM Wealth Advisers, Ltd. | 3,867 | $527.2K | 0.36% | −31−0.8% | Reduced |
| Sutton Place Investors LLC | 4,178 | $530.0K | 0.63% | +335+8.7% | Added |
| Park Circle Co | 3,900 | $532.0K | 0.44% | 00.0% | Unchanged |
| Pluribus Labs, LLC | 3,907 | $533.0K | 2.12% | −3,324−46.0% | Reduced |
| Sovereign Financial Group, Inc. | 3,908 | $533.0K | 0.20% | +584+17.6% | Added |
| Krane Funds Advisors LLC | 3,914 | $534.0K | 0.02% | −2,969−43.1% | Reduced |
| Legal Advantage Investments, Inc. | 3,918 | $534.0K | 0.40% | +398+11.3% | Added |
| Thomas Story & Son LLC | 3,924 | $535.0K | 0.21% | 00.0% | Unchanged |
| Navis Wealth Advisors, LLC | 3,925 | $535.0K | 0.47% | +815+26.2% | Added |
| Morris Capital Advisors, LLC | 3,932 | $536.0K | 0.42% | −35−0.9% | Reduced |
| Sage Private Wealth Group, LLC | 3,935 | $537.0K | 0.52% | +275+7.5% | Added |
| TrueWealth Advisors, LLC | 3,391 | $537.0K | 0.24% | 00.0% | Unchanged |
| Riversedge Advisors, LLC | 3,943 | $538.0K | 0.17% | +65+1.7% | Added |
| Requisite Capital Management, LLC | 3,964 | $540.0K | 0.17% | 00.0% | Unchanged |
| Laurion Capital Management LP | 3,973 | $542.0K | 0.01% | −111,366−96.6% | Reduced |
| Two Sigma Securities, LLC | 3,975 | $542.0K | 0.08% | −23,014−85.3% | Reduced |
| Harrington Investments, INC | 3,975 | $542.0K | 0.32% | +33+0.8% | Added |
| S.A. Mason LLC | 3,986 | $543.0K | 0.34% | 00.0% | Unchanged |
| Lehman & Derafelo Financial Resources LLC | 3,987 | $543.0K | 0.15% | +1,411+54.8% | Added |
| Echo45 Advisors LLC | 3,996 | $545.0K | 0.43% | −924−18.8% | Reduced |
| Yarger Wealth Strategies, LLC | 3,995 | $545.0K | 0.71% | +1,258+46.0% | Added |
| AGF Investments LLC | 3,999 | $545.0K | 0.05% | +2,076+108.0% | Added |
| Capstone Wealth Management Group, LLC | 4,003 | $546.0K | 0.55% | +658+19.7% | Added |
| SNS Financial Group, LLC | 4,023 | $548.0K | 0.06% | −1,550−27.8% | Reduced |
| Northstar Group, Inc. | 4,036 | $549.0K | 0.13% | −34−0.8% | Reduced |
| Retirement Planning Co of New England, Inc. | 4,031 | $549.0K | 0.31% | +160+4.1% | Added |
| Merriman Wealth Management, LLC | 4,035 | $550.0K | 0.05% | −673−14.3% | Reduced |
| Adams Chetwood Wealth Management LLC | 4,033 | $550.0K | 0.31% | +161+4.2% | Added |
| Private Wealth Strategies, L.L.C. | 4,045 | $551.0K | 0.14% | +4+0.1% | Added |
| Ullmann Financial Group, Inc. | 4,044 | $551.0K | 0.14% | +45+1.1% | Added |
| Gitterman Wealth Management, LLC | 4,040 | $551.0K | 0.44% | +541+15.5% | Added |
| Silverlake Wealth Management LLC | 4,045 | $551.4K | 0.31% | +157+4.0% | Added |
| Measured Wealth Private Client Group, LLC | 4,046 | $552.0K | 0.20% | −362−8.2% | Reduced |
| Oberweis Asset Management Inc | 4,050 | $552.0K | 0.11% | +3+0.1% | Added |
| Sunburst Financial Group, LLC | 4,049 | $552.0K | 0.27% | +388+10.6% | Added |
| Annandale Capital, LLC | 4,080 | $556.0K | 0.22% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 4,077 | $556.0K | 0.11% | +46+1.1% | Added |
| WNY Asset Management, LLC | 4,052 | $556.0K | 0.17% | +42+1.0% | Added |
| Emerald Advisors, LLC | 4,075 | $556.0K | 0.13% | +106+2.7% | Added |
| Horizon Wealth Management, LLC | 4,098 | $559.0K | 0.17% | −1,146−21.9% | Reduced |
| Islay Capital Management, LLC | 4,113 | $561.0K | 0.47% | −1,117−21.4% | Reduced |
| Pacific Center for Financial Services | 4,112 | $561.0K | 0.20% | +20.0% | Added |
| Financial Sense Advisors, Inc. | 4,112 | $561.0K | 0.21% | +4,112 | New |
| Sandy Cove Advisors, LLC | 4,137 | $564.0K | 0.47% | +324+8.5% | Added |
| Retirement Income Solutions, Inc | 4,148 | $565.0K | 0.16% | −600−12.6% | Reduced |
| Riggs Asset Managment Co. Inc. | 4,143 | $565.0K | 0.17% | −338−7.5% | Reduced |
| Cahill Financial Advisors Inc | 4,159 | $567.0K | 0.11% | −61−1.4% | Reduced |
| Centiva Capital, LP | 4,168 | $569.0K | 0.03% | +1,862+80.7% | Added |
| Atalanta Sosnoff Capital, LLC | 4,179 | $570.0K | 0.01% | −864,341−99.5% | Reduced |
| Security National Bank of So Dak | 4,192 | $571.0K | 0.40% | 00.0% | Unchanged |
| Consolidated Planning Corp | 4,186 | $571.0K | 0.40% | +59+1.4% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 4,187 | $571.0K | 0.44% | +73+1.8% | Added |
| Shulman DeMeo Asset Management LLC | 4,188 | $571.0K | 0.16% | +195+4.9% | Added |
| Domani Wealth, LLC | 4,214 | $574.0K | 0.12% | −196−4.4% | Reduced |
| Horizon Family Wealth, Inc. | 4,211 | $574.0K | 0.57% | +1,924+84.1% | Added |
| Keystone Wealth Services, LLC | 4,215 | $575.0K | 0.23% | −72−1.7% | Reduced |
| WSFS Capital Management, LLC | 4,221 | $575.0K | 0.16% | +1,749+70.8% | Added |
| Vericrest Private Wealth | 4,237 | $578.0K | 0.60% | 00.0% | Unchanged |
| Five Oceans Advisors | 4,247 | $579.0K | 0.52% | +398+10.3% | Added |
| New Vernon Investment Management LLC | 4,253 | $580.0K | 0.81% | 00.0% | Unchanged |
| Paragon Capital Management Ltd | 4,262 | $581.0K | 0.11% | +4+0.1% | Added |
| Semmax Financial Advisors Inc. | 4,269 | $582.0K | 0.23% | −422−9.0% | Reduced |
| Mogy Joel R Investment Counsel Inc | 4,266 | $582.0K | 0.05% | −177−4.0% | Reduced |
| Laraway Financial Inc | 4,270 | $582.0K | 0.53% | −10−0.2% | Reduced |
| Periscope Capital Inc. | 4,267 | $582.0K | 0.01% | +2,951+224.2% | Added |
| Maxele Advisors, LLC | 4,276 | $582.9K | 0.72% | −40−0.9% | Reduced |
| Financial Advisors, LLC | 4,276 | $583.0K | 0.18% | +200+4.9% | Added |
| Eldridge Investment Advisors, Inc. | 4,284 | $584.0K | 0.20% | −33−0.8% | Reduced |