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 |
|---|---|---|---|---|---|
| Great Point Wealth Advisors, LLC | 5,141 | $701.0K | 0.22% | 00.0% | Unchanged |
| Summit Asset Management, LLC | 5,140 | $701.0K | 0.20% | +145+2.9% | Added |
| Avaii Wealth Management, LLC | 5,152 | $702.0K | 0.65% | +1,333+34.9% | Added |
| Hexagon Capital Partners LLC | 5,159 | $703.0K | 0.19% | +14+0.3% | Added |
| Independent Wealth Network Inc. | 5,158 | $703.0K | 0.45% | +75+1.5% | Added |
| Element Wealth, LLC | 5,190 | $708.0K | 0.57% | −53−1.0% | Reduced |
| Austin Private Wealth, LLC | 5,193 | $708.0K | 0.14% | +169+3.4% | Added |
| Rational Advisors LLC | 5,210 | $710.0K | 0.04% | −11,337−68.5% | Reduced |
| Key Client Fiduciary Advisors, LLC | 5,210 | $710.0K | 0.58% | −35−0.7% | Reduced |
| Oak Family Advisors, LLC | 5,217 | $711.0K | 0.36% | +10.0% | Added |
| Southland Equity Partners LLC | 5,243 | $714.7K | 0.30% | +183+3.6% | Added |
| S&T Bank | 5,242 | $715.0K | 0.11% | −119−2.2% | Reduced |
| Foster Victor Wealth Advisors, LLC | 5,446 | $716.0K | 0.10% | +247+4.8% | Added |
| Eagle Strategies LLC | 5,256 | $717.0K | 0.28% | +258+5.2% | Added |
| Omnia Family Wealth, LLC | 5,268 | $718.0K | 0.48% | −95−1.8% | Reduced |
| Investment House LLC | 5,300 | $722.0K | 0.05% | −300−5.4% | Reduced |
| Legacy Wealth Planning, LLC | 5,294 | $722.0K | 0.85% | −264−4.7% | Reduced |
| Camden Capital, LLC | 5,305 | $723.0K | 0.16% | −3,976−42.8% | Reduced |
| Copperwynd Financial, LLC | 5,314 | $724.0K | 0.30% | +172+3.3% | Added |
| Hutchinson Capital Management | 5,321 | $725.0K | 0.17% | +96+1.8% | Added |
| Powers Advisory Group, LLC | 5,323 | $726.0K | 0.51% | +167+3.2% | Added |
| Glassman Wealth Services | 5,333 | $727.0K | 0.13% | −71−1.3% | Reduced |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 5,337 | $728.0K | 0.00% | 00.0% | Unchanged |
| Edgemoor Investment Advisors, Inc. | 5,355 | $730.0K | 0.08% | +1,515+39.5% | Added |
| Kaydan Wealth Management, Inc. | 5,359 | $730.5K | 0.32% | +122+2.3% | Added |
| Titus Wealth Management | 5,361 | $731.0K | 0.33% | +78+1.5% | Added |
| Creative Financial Designs Inc | 5,371 | $732.0K | 0.11% | −5,894−52.3% | Reduced |
| Ambassador Advisors, LLC | 5,368 | $732.0K | 0.14% | +10.0% | Added |
| Unio Capital LLC | 5,370 | $732.0K | 0.32% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 6,218 | $734.0K | 0.34% | −1,339−17.7% | Reduced |
| First Bank & Trust | 5,385 | $734.0K | 0.23% | −1,508−21.9% | Reduced |
| Financial Perspectives, Inc | 5,389 | $734.6K | 0.34% | +358+7.1% | Added |
| Burt Wealth Advisors | 5,397 | $736.0K | 0.22% | 00.0% | Unchanged |
| Wendell David Associates Inc | 5,415 | $738.0K | 0.08% | 00.0% | Unchanged |
| RGT Wealth Advisors, LLC | 5,439 | $741.0K | 0.12% | −624−10.3% | Reduced |
| Forum Private Client Group LLC | 5,445 | $742.0K | 0.58% | +5,445 | New |
| Wagner Wealth Management, LLC | 5,452 | $743.0K | 0.52% | −1,239−18.5% | Reduced |
| Centric Wealth Management | 5,457 | $744.0K | 0.24% | −90−1.6% | Reduced |
| Trust Co of Oklahoma | 5,470 | $745.7K | 0.29% | 00.0% | Unchanged |
| Deuterium Capital Management, LLC | 5,469 | $746.0K | 0.96% | −3,090−36.1% | Reduced |
| Garrett Investment Advisors LLC | 5,481 | $747.0K | 0.19% | +562+11.4% | Added |
| Heritage Investment Group, Inc. | 5,495 | $749.0K | 0.54% | −25−0.5% | Reduced |
| Perritt Capital Management Inc | 5,492 | $749.0K | 0.40% | 00.0% | Unchanged |
| Financial Strategies Group, Inc. | 5,500 | $750.0K | 0.30% | +916+20.0% | Added |
| Cypress Wealth Services, LLC | 5,509 | $751.0K | 0.20% | −75−1.3% | Reduced |
| Greatmark Investment Partners, Inc. | 5,510 | $751.0K | 0.12% | +210+4.0% | Added |
| Kowal Investment Group, LLC | 5,512 | $751.0K | 0.23% | +962+21.1% | Added |
| William Allan, LLC | 5,519 | $752.0K | 0.57% | −29−0.5% | Reduced |
| 5th Street Advisors, LLC | 5,520 | $752.0K | 0.80% | +20+0.4% | Added |
| McIlrath & Eck, LLC | 5,520 | $752.0K | 0.22% | +171+3.2% | Added |
| Castle Rock Wealth Management, LLC | 5,739 | $753.0K | 0.35% | −435−7.0% | Reduced |
| Rede Wealth, LLC | 5,528 | $753.0K | 0.35% | +36+0.7% | Added |
| Sweet Financial Partners, LLC | 5,578 | $760.0K | 0.20% | +3,412+157.5% | Added |
| Legacy Capital Partners, Inc. | 5,591 | $762.0K | 0.25% | +75+1.4% | Added |
| Financial Consulate, Inc | 5,587 | $762.0K | 0.29% | +150+2.8% | Added |
| Tributary Capital Management, LLC | 5,610 | $765.0K | 0.06% | −250−4.3% | Reduced |
| Diversified, LLC | 5,620 | $766.0K | 0.31% | +56+1.0% | Added |
| Freedman Financial Associates, Inc. | 5,660 | $769.0K | 0.53% | 00.0% | Unchanged |
| Willner & Heller, LLC | 4,863 | $770.0K | 0.95% | −179−3.6% | Reduced |
| Round Rock Advisors, LLC | 5,667 | $773.0K | 0.31% | +5,667 | New |
| Portland Global Advisors LLC | 5,695 | $776.0K | 0.13% | 00.0% | Unchanged |
| Humankind Investments LLC | 5,692 | $776.0K | 0.32% | +504+9.7% | Added |
| Cherry Creek Investment Advisors, Inc. | 5,705 | $778.0K | 0.51% | −1,048−15.5% | Reduced |
| Cardinal Strategic Wealth Guidance | 5,660 | $778.0K | 0.36% | −350−5.8% | Reduced |
| Alliance Wealth Management Group | 5,715 | $779.0K | 0.25% | +100+1.8% | Added |
| Fairview Capital Investment Management, LLC | 5,717 | $779.0K | 0.05% | +956+20.1% | Added |
| Eubel Brady & Suttman Asset Management Inc | 5,720 | $780.0K | 0.14% | −132−2.3% | Reduced |
| WealthTrust Axiom LLC | 5,724 | $780.0K | 0.24% | −60−1.0% | Reduced |
| Gray Wealth Management Inc. | 5,718 | $780.0K | 0.40% | +550+10.6% | Added |
| Teamwork Financial Advisors, LLC | 5,730 | $781.0K | 0.15% | −8,481−59.7% | Reduced |
| Ninety One SA (PTY) Ltd | 5,610 | $781.0K | 0.22% | 00.0% | Unchanged |
| PBMares Wealth Management LLC | 5,736 | $782.0K | 0.48% | −325−5.4% | Reduced |
| Jacobs Levy Equity Management, Inc | 5,742 | $783.0K | 0.01% | −2,304−28.6% | Reduced |
| Regent Peak Wealth Advisors LLC | 5,748 | $784.0K | 0.22% | −602−9.5% | Reduced |
| Barnes Pettey Financial Advisors, LLC | 5,753 | $784.0K | 0.95% | −13−0.2% | Reduced |
| DRW Securities, LLC | 5,765 | $786.0K | 0.20% | −4,316−42.8% | Reduced |
| E Fund Management Co., Ltd. | 5,765 | $786.0K | 0.03% | −767−11.7% | Reduced |
| Raub Brock Capital Management LP | 5,779 | $788.0K | 0.13% | +2,160+59.7% | Added |
| Financial Management Network Inc | 5,806 | $789.0K | 0.40% | +597+11.5% | Added |
| Castleview Partners, LLC | 5,809 | $791.0K | 0.49% | −760,640−99.2% | Reduced |
| LWM Advisory Services, LLC | 5,821 | $791.0K | 0.98% | −352−5.7% | Reduced |
| Bellevue Asset Management, LLC | 5,742 | $791.0K | 0.48% | −4−0.1% | Reduced |
| Integral Investment Advisors, Inc. | 5,806 | $792.0K | 0.50% | +751+14.9% | Added |
| Hirtle Callaghan & Co LLC | 5,813 | $792.0K | 0.04% | +4,218+264.5% | Added |
| Sandbox Financial Partners, LLC | 5,817 | $793.0K | 0.45% | +267+4.8% | Added |
| Insight Advisors, LLC | 5,841 | $796.0K | 0.24% | −1,222−17.3% | Reduced |
| Stanley-Laman Group, Ltd. | 5,848 | $797.0K | 0.11% | −69−1.2% | Reduced |
| Vicus Capital | 5,857 | $798.0K | 0.08% | +578+10.9% | Added |
| BMS Financial Advisors, LLC | 5,864 | $799.0K | 0.51% | +245+4.4% | Added |
| Keystone Financial Services | 6,571 | $800.0K | 0.46% | −35−0.5% | Reduced |
| Carlson Capital Management | 5,865 | $800.0K | 0.07% | +153+2.7% | Added |
| Cross Staff Investments Inc | 5,874 | $801.0K | 0.74% | +10.0% | Added |
| BFT Financial Group, LLC | 5,883 | $802.0K | 0.13% | +5,883 | New |
| McDaniel Terry & Co | 5,889 | $803.0K | 0.09% | −326−5.2% | Reduced |
| Moller Financial Services | 5,891 | $803.0K | 0.25% | +315+5.6% | Added |
| Simon Quick Advisors, LLC | 5,918 | $807.0K | 0.23% | −5,837−49.7% | Reduced |
| SBK Financial, Inc. | 5,922 | $807.0K | 0.80% | 00.0% | Unchanged |
| Aurora Private Wealth, Inc. | 5,917 | $807.0K | 0.33% | +263+4.7% | Added |
| Silicon Valley Capital Partners | 5,927 | $808.0K | 0.13% | +1,685+39.7% | Added |
| Concorde Asset Management, LLC | 5,215 | $810.0K | 0.54% | +18+0.3% | Added |