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 |
|---|---|---|---|---|---|
| Hedges Asset Management LLC | 4,300 | $586.0K | 0.45% | 00.0% | Unchanged |
| Eagle Harbor Asset Management Inc | 4,309 | $587.4K | 0.76% | +88+2.1% | Added |
| Alan B. Lancz & Associates, Inc. | 4,317 | $588.0K | 0.52% | 00.0% | Unchanged |
| Beaumont Asset Management, L.L.C. | 4,316 | $588.0K | 0.40% | +14+0.3% | Added |
| Arlington Partners LLC | 4,315 | $588.0K | 0.17% | +276+6.8% | Added |
| Vanguard Capital Wealth Advisors | 4,342 | $591.0K | 0.42% | −342−7.3% | Reduced |
| Hillcrest Wealth Advisors - NY, LLC | 4,337 | $591.0K | 0.33% | 00.0% | Unchanged |
| Lee Financial Co | 4,343 | $592.0K | 0.11% | +169+4.0% | Added |
| Cottonwood Capital Advisors, LLC | 4,361 | $594.0K | 0.47% | −207−4.5% | Reduced |
| Bender Robert & Associates | 4,354 | $594.0K | 0.17% | +93+2.2% | Added |
| Hamilton Capital, LLC | 4,372 | $596.0K | 0.04% | −2,688−38.1% | Reduced |
| Zhang Financial LLC | 4,375 | $596.0K | 0.10% | +1,222+38.8% | Added |
| Oliver Lagore Vanvalin Investment Group | 4,383 | $597.0K | 0.40% | −8,677−66.4% | Reduced |
| Lebenthal Global Advisors, LLC | 4,419 | $602.0K | 0.26% | −1,760−28.5% | Reduced |
| Aspire Private Capital, LLC | 4,413 | $602.0K | 0.19% | −309−6.5% | Reduced |
| Advisory Alpha, LLC | 4,414 | $602.0K | 0.04% | −286−6.1% | Reduced |
| Planning Center, Inc. | 4,414 | $602.0K | 1.73% | −21−0.5% | Reduced |
| Affinity Capital Advisors, LLC | 4,420 | $603.0K | 0.19% | +11+0.2% | Added |
| Quantum Private Wealth, LLC | 4,432 | $604.0K | 0.26% | 00.0% | Unchanged |
| Thrive Wealth Management, LLC | 4,430 | $604.0K | 0.18% | +283+6.8% | Added |
| Independent Solutions Wealth Management, LLC | 4,435 | $604.6K | 0.15% | +44+1.0% | Added |
| Grant Street Asset Management, Inc. | 4,435 | $605.0K | 0.34% | −270−5.7% | Reduced |
| LifePro Asset Management | 4,445 | $606.0K | 0.22% | −1,972−30.7% | Reduced |
| Marshall Financial Group Inc | 4,447 | $606.0K | 0.24% | +14+0.3% | Added |
| TFC Financial Management | 4,459 | $608.0K | 0.17% | −625−12.3% | Reduced |
| Index Fund Advisors, Inc. | 4,458 | $608.0K | 0.05% | −33−0.7% | Reduced |
| Disciplined Equity Management, Inc. | 4,462 | $608.0K | 0.61% | +89+2.0% | Added |
| Capital One Financial Corp | 4,467 | $609.0K | 0.43% | −5,088−53.2% | Reduced |
| Cohen & Steers, Inc. | 4,471 | $609.0K | 0.00% | −268−5.7% | Reduced |
| Day & Ennis, LLC | 4,467 | $609.0K | 0.20% | +108+2.5% | Added |
| Sax Wealth Advisors, LLC | 4,485 | $611.0K | 0.15% | −598−11.8% | Reduced |
| Lifeworks Advisors, LLC | 4,479 | $611.0K | 0.40% | −27−0.6% | Reduced |
| Future Financial Wealth Managment LLC | 4,501 | $614.0K | 0.51% | −2,409−34.9% | Reduced |
| Wimmer Associates 1, LLC | 4,509 | $615.0K | 0.34% | −128−2.8% | Reduced |
| Merrion Investment Management Co, LLC | 4,544 | $619.0K | 0.45% | 00.0% | Unchanged |
| Callan Capital, LLC | 4,541 | $619.0K | 0.09% | +383+9.2% | Added |
| LVZ Advisors, Inc. | 4,546 | $620.0K | 0.09% | +113+2.5% | Added |
| Westhampton Capital, LLC | 4,567 | $623.0K | 0.40% | +90+2.0% | Added |
| Heartwood Wealth Advisors LLC | 4,581 | $624.0K | 0.09% | +27+0.6% | Added |
| F/M Investments LLC | 4,588 | $625.0K | 0.50% | +80+1.8% | Added |
| R.H. Dinel Investment Counsel, Inc. | 4,592 | $626.0K | 0.48% | 00.0% | Unchanged |
| Monterey Private Wealth, Inc. | 4,455 | $626.0K | 0.30% | +401+9.9% | Added |
| Kenfarb & Co. | 4,592 | $626.0K | 0.50% | +2,910+173.0% | Added |
| Investment Advisory Group, LLC | 4,621 | $629.0K | 0.38% | +2,020+77.7% | Added |
| Curated Wealth Partners LLC | 3,984 | $630.0K | 0.21% | 00.0% | Unchanged |
| NFP Retirement, Inc. | 4,624 | $630.4K | 0.15% | +1,362+41.8% | Added |
| Angeles Wealth Management, LLC | 4,639 | $632.0K | 0.12% | +4,639 | New |
| Strong Tower Advisory Services | 4,649 | $634.0K | 0.32% | +692+17.5% | Added |
| Diamant Asset Management, Inc. | 4,661 | $635.0K | 0.49% | 00.0% | Unchanged |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 4,670 | $637.0K | 0.23% | −4,546−49.3% | Reduced |
| Narus Financial Partners, LLC | 4,702 | $641.0K | 0.36% | +4,702 | New |
| Tyler-Stone Wealth Management | 4,714 | $643.0K | 0.35% | +663+16.4% | Added |
| Sadoff Investment Management LLC | 4,719 | $644.0K | 0.04% | −830−15.0% | Reduced |
| GenWealth Group, Inc. | 4,729 | $645.0K | 0.18% | +147+3.2% | Added |
| Millennium Capital Advisors, LLC | 4,749 | $647.4K | 0.52% | −175−3.6% | Reduced |
| Wedge Capital Management L L P | 4,757 | $648.0K | 0.01% | +134+2.9% | Added |
| Norris Financial Group, LLC | 4,770 | $650.2K | 0.39% | −514−9.7% | Reduced |
| Darwin Advisors, LLC | 4,776 | $651.0K | 0.11% | −30−0.6% | Reduced |
| TriaGen Wealth Management LLC | 4,800 | $654.0K | 0.34% | 00.0% | Unchanged |
| Santori & Peters | 4,819 | $656.0K | 0.37% | −381−7.3% | Reduced |
| Garde Capital, Inc. | 4,813 | $656.0K | 0.07% | −28−0.6% | Reduced |
| Bay Rivers Group | 4,827 | $658.0K | 0.47% | +196+4.2% | Added |
| Vigilare Wealth Management | 4,845 | $660.0K | 0.54% | −4,676−49.1% | Reduced |
| GPS Wealth Strategies Group, LLC | 4,847 | $661.0K | 0.15% | +108+2.3% | Added |
| Bluestein R H & Co | 4,875 | $665.0K | 0.03% | −5−0.1% | Reduced |
| HHM Wealth Advisors, LLC | 4,886 | $666.0K | 0.16% | +398+8.9% | Added |
| Paloma Partners Management Co | 4,895 | $667.0K | 0.05% | −122,637−96.2% | Reduced |
| Legacy Advisors, LLC | 4,892 | $667.0K | 0.13% | +1,594+48.3% | Added |
| Stiles Financial Services Inc | 4,916 | $670.0K | 0.34% | +795+19.3% | Added |
| Arkansas Financial Group, Inc. | 4,938 | $673.0K | 0.14% | 00.0% | Unchanged |
| Relative Value Partners Group, LLC | 4,934 | $673.0K | 0.05% | +2,626+113.8% | Added |
| Delta Investment Management, LLC | 4,947 | $674.0K | 0.20% | +10.0% | Added |
| Benson Investment Management Company, Inc. | 4,950 | $675.0K | 0.34% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 4,961 | $676.0K | 0.31% | −46−0.9% | Reduced |
| FSB Premier Wealth Management, Inc. | 5,482 | $676.0K | 0.34% | +510+10.3% | Added |
| American Research & Management Co. | 4,961 | $676.0K | 0.15% | +100+2.1% | Added |
| Fulton Breakefield Broenniman LLC | 4,959 | $676.0K | 0.06% | +1,164+30.7% | Added |
| FirstPurpose Wealth LLC | 4,981 | $679.0K | 0.53% | +248+5.2% | Added |
| First National Bank | 4,988 | $680.0K | 0.62% | +66+1.3% | Added |
| Lorne Steinberg Wealth Management Inc. | 4,989 | $680.0K | 0.31% | +225+4.7% | Added |
| JBF Capital, Inc. | 5,000 | $682.0K | 0.14% | −45,000−90.0% | Reduced |
| TCM Advisors, LLC | – | $682.0K | 0.63% | – | – |
| Birchcreek Wealth Management, LLC | 5,008 | $683.0K | 0.61% | +226+4.7% | Added |
| Nadler Financial Group, Inc. | 5,027 | $685.0K | 0.11% | −1,055−17.3% | Reduced |
| Reston Wealth Management LLC | 5,025 | $685.0K | 0.35% | −121−2.4% | Reduced |
| Mid-American Wealth Advisory Group, Inc. | 5,035 | $686.0K | 0.54% | −14−0.3% | Reduced |
| Arbor Investment Advisors, LLC | 5,031 | $686.0K | 0.13% | +314+6.7% | Added |
| Keene & Associates, Inc. | 5,038 | $687.0K | 0.56% | +1,190+30.9% | Added |
| Southeast Asset Advisors Inc. | 5,052 | $689.0K | 0.09% | −15−0.3% | Reduced |
| Paladin Advisory Group, LLC | 5,093 | $689.0K | 0.56% | +5,093 | New |
| Neo Ivy Capital Management | 5,062 | $690.0K | 0.62% | +1,851+57.6% | Added |
| Crewe Advisors LLC | 5,066 | $691.0K | 0.13% | +330+7.0% | Added |
| Frank, Rimerman Advisors LLC | 5,095 | $694.5K | 0.22% | +1,209+31.1% | Added |
| Lantz Financial LLC | 5,095 | $695.0K | 0.28% | −56−1.1% | Reduced |
| Independent Family Office, LLC | 3,922 | $695.0K | 0.23% | +817+26.3% | Added |
| Accuvest Global Advisors | 5,109 | $696.0K | 0.35% | +875+20.7% | Added |
| First Heartland Consultants, Inc. | 5,115 | $697.0K | 0.11% | +1,130+28.4% | Added |
| Maltin Wealth Management, Inc. | 5,121 | $698.0K | 0.46% | −731−12.5% | Reduced |
| Seelaus Asset Management LLC | 5,118 | $698.0K | 0.41% | −450−8.1% | Reduced |
| Campion Asset Management LLC | 5,137 | $700.0K | 0.60% | 00.0% | Unchanged |