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; 5,158 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
- −26 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
- 153
- 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 | 5,158 | $643.7B |
| Q1 2026 | 5,103 | $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 | 4,680 | $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 | 3,710 | $297.0B |
| Q2 2023 | 3,672 | $297.6B |
| Q1 2023 | 3,612 | $266.3B |
| Q4 2022 | 3,628 | $278.3B |
| Q3 2022 | 3,395 | $212.9B |
| Q2 2022 | 3,427 | $229.3B |
| Q1 2022 | 3,519 | $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 |
|---|---|---|---|---|---|
| Greenleaf Trust | 73,705 | $10.0M | 0.12% | +8,330+12.7% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 73,540 | $10.0M | 2.22% | +73,540 | New |
| Boenning & Scattergood, Inc. | 73,372 | $10.0M | 1.61% | +1,324+1.8% | Added |
| Sumitomo Mitsui Financial Group, Inc. | 73,120 | $9.97M | 0.30% | +3,840+5.5% | Added |
| Caldwell Trust Co | 72,891 | $9.94M | 1.18% | +3,136+4.5% | Added |
| Integrated Wealth Concepts LLC | 72,888 | $9.94M | 0.30% | +6,956+10.6% | Added |
| Greenwood Gearhart Inc | 72,840 | $9.93M | 1.36% | +4,058+5.9% | Added |
| Cohen Klingenstein LLC | 72,700 | $9.91M | 0.41% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 72,654 | $9.90M | 1.52% | −121−0.2% | Reduced |
| Redpoint Investment Management Pty Ltd | 72,603 | $9.90M | 0.99% | −254−0.3% | Reduced |
| Great Valley Advisor Group, Inc. | 69,411 | $9.88M | 0.58% | −10,930−13.6% | Reduced |
| Gratus Capital LLC | 72,497 | $9.88M | 0.95% | +3,097+4.5% | Added |
| ARS Wealth Advisors Group, LLC | 72,428 | $9.87M | 1.72% | +119+0.2% | Added |
| Stockman Wealth Management, Inc. | 72,272 | $9.85M | 2.04% | +6,492+9.9% | Added |
| CWA Asset Management Group, LLC | 72,159 | $9.84M | 0.75% | −7,907−9.9% | Reduced |
| Segment Wealth Management, LLC | 72,100 | $9.83M | 1.01% | +5,453+8.2% | Added |
| Goelzer Investment Management, Inc. | 72,007 | $9.82M | 0.85% | +16,607+30.0% | Added |
| Visionary Wealth Advisors | 72,003 | $9.81M | 0.79% | +1,578+2.2% | Added |
| Grimes & Company, Inc. | 71,873 | $9.80M | 0.51% | +9,010+14.3% | Added |
| Walter Public Investments Inc. | 78,929 | $9.77M | 3.30% | +78,929 | New |
| Northern Oak Wealth Management Inc | 71,241 | $9.71M | 1.19% | −2,321−3.2% | Reduced |
| Dorchester Wealth Management Co | 56,951 | $9.70M | 1.55% | +17,823+45.6% | Added |
| Credit Agricole S A | 71,165 | $9.70M | 0.30% | −23,863−25.1% | Reduced |
| Motley Fool Asset Management LLC | 71,067 | $9.69M | 0.71% | +71,067 | New |
| Farmers Trust Co | 70,808 | $9.65M | 2.07% | −58−0.1% | Reduced |
| EFG Asset Management (Americas) Corp. | 70,610 | $9.64M | 1.79% | −34,370−32.7% | Reduced |
| SFE Investment Counsel | 70,417 | $9.60M | 2.43% | +4,814+7.3% | Added |
| Tompkins Financial Corp | 70,386 | $9.60M | 1.35% | +5,331+8.2% | Added |
| WealthBridge Investment Counsel Inc. | 70,370 | $9.59M | 4.23% | +1,100+1.6% | Added |
| Iowa State Bank | 70,341 | $9.59M | 2.22% | +2,913+4.3% | Added |
| Shelton Capital Management | 70,243 | $9.58M | 0.36% | +273+0.4% | Added |
| D L Carlson Investment Group Inc | 69,998 | $9.54M | 1.59% | −7,360−9.5% | Reduced |
| Griffin Asset Management, Inc. | 69,942 | $9.54M | 1.24% | +2,687+4.0% | Added |
| Copeland Capital Management, LLC | 69,939 | $9.53M | 0.26% | −186−0.3% | Reduced |
| Buckingham Capital Management, Inc. | 69,827 | $9.52M | 1.56% | −3,105−4.3% | Reduced |
| Telos Capital Management, Inc. | 69,829 | $9.52M | 1.24% | +2,486+3.7% | Added |
| Buffington Mohr McNeal | 69,456 | $9.47M | 1.79% | +1,301+1.9% | Added |
| Graves-Light Private Wealth Management, Inc. | 69,326 | $9.45M | 1.32% | +959+1.4% | Added |
| Western Wealth Management, LLC | 68,970 | $9.40M | 0.46% | +37,812+121.4% | Added |
| Mutual Advisors, LLC | 68,908 | $9.39M | 0.53% | +8,532+14.1% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 68,879 | $9.39M | 2.07% | −12,591−15.5% | Reduced |
| Heritage Trust Co | 68,572 | $9.35M | 1.32% | +265+0.4% | Added |
| Dynamic Advisor Solutions LLC | 68,268 | $9.31M | 0.65% | +6,380+10.3% | Added |
| HB Wealth Management, LLC | 68,064 | $9.28M | 0.17% | +24,202+55.2% | Added |
| Woodmont Investment Counsel LLC | 68,030 | $9.27M | 1.07% | +5,293+8.4% | Added |
| Mark Stevens | 67,856 | $9.25M | 1.03% | −3,436−4.8% | Reduced |
| Chicago Partners Investment Group LLC | 76,866 | $9.23M | 0.70% | +1,058+1.4% | Added |
| Legacy Private Trust Co. | 67,611 | $9.22M | 0.72% | −151−0.2% | Reduced |
| Ar Asset Management Inc | 67,531 | $9.21M | 2.33% | −500−0.7% | Reduced |
| Schnieders Capital Management LLC | 67,356 | $9.18M | 2.19% | +820+1.2% | Added |
| Pallas Capital Advisors LLC | 72,717 | $9.17M | 1.17% | +5,541+8.2% | Added |
| Barbara Oil Co. | 67,000 | $9.13M | 4.18% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 66,781 | $9.10M | 0.64% | −2,277−3.3% | Reduced |
| Spinnaker Trust | 66,771 | $9.10M | 0.61% | +1,062+1.6% | Added |
| Gemsstock Limited | 66,500 | $9.06M | 2.41% | −29,300−30.6% | Reduced |
| Hoertkorn Richard Charles | 66,381 | $9.05M | 3.98% | −5,350−7.5% | Reduced |
| Cypress Asset Management Inc | 66,329 | $9.04M | 2.65% | −8,264−11.1% | Reduced |
| First Hawaiian Bank | 66,109 | $9.01M | 0.28% | −2,901−4.2% | Reduced |
| WoodTrust Financial Corp | 66,017 | $9.00M | 1.83% | +4,288+6.9% | Added |
| Vestor Capital, LLC | 65,902 | $8.98M | 0.89% | −86,260−56.7% | Reduced |
| Graypoint LLC | 65,798 | $8.97M | 0.89% | +3,189+5.1% | Added |
| Skylands Capital, LLC | 65,550 | $8.94M | 1.08% | +1,900+3.0% | Added |
| Wright Investors Service Inc | 65,393 | $8.91M | 2.22% | +1,810+2.8% | Added |
| Taylor Wealth Management Partners | 65,199 | $8.89M | 3.60% | −1,953−2.9% | Reduced |
| Sara-Bay Financial | 65,142 | $8.88M | 3.52% | +458+0.7% | Added |
| Pettyjohn, Wood & White, Inc | 65,067 | $8.87M | 1.90% | +835+1.3% | Added |
| Woodstock Corp | 65,000 | $8.86M | 1.04% | +5,723+9.7% | Added |
| Plimoth Trust Co LLC | 64,780 | $8.83M | 2.35% | +766+1.2% | Added |
| Pioneer Trust Bank N A | 64,528 | $8.80M | 2.40% | +76+0.1% | Added |
| Spearhead Capital Advisors, LLC | 64,361 | $8.77M | 1.09% | +3,053+5.0% | Added |
| Moody National Bank Trust Division | 64,332 | $8.77M | 0.27% | −7,089−9.9% | Reduced |
| Xcel Wealth Management, LLC | 63,938 | $8.72M | 2.39% | +7,325+12.9% | Added |
| JGP Wealth Management, LLC | 65,215 | $8.71M | 1.61% | +372+0.6% | Added |
| Boston Family Office LLC | 63,733 | $8.69M | 0.62% | +114+0.2% | Added |
| Foster & Motley Inc | 63,685 | $8.68M | 0.68% | −1,013−1.6% | Reduced |
| Hills Bank & Trust Co | 63,562 | $8.66M | 1.23% | −83−0.1% | Reduced |
| Viking Fund Management LLC | 63,500 | $8.66M | 1.97% | +9,500+17.6% | Added |
| Fagan Associates, Inc. | 63,298 | $8.63M | 1.77% | +519+0.8% | Added |
| Old Second National Bank of Aurora | 63,091 | $8.60M | 2.16% | −4,478−6.6% | Reduced |
| Sumitomo Life Insurance Co | 63,029 | $8.59M | 0.21% | +11,460+22.2% | Added |
| Core Alternative Capital | 63,008 | $8.59M | 2.30% | −5,952−8.6% | Reduced |
| Chicago Capital, LLC | 62,943 | $8.58M | 0.37% | +160+0.3% | Added |
| Venator Management LLC | 62,911 | $8.58M | 2.73% | −7,050−10.1% | Reduced |
| Bridgecreek Investment Management, LLC | 62,610 | $8.54M | 1.27% | +5,500+9.6% | Added |
| Valicenti Advisory Services Inc | 62,512 | $8.52M | 2.24% | +291+0.5% | Added |
| Parallel Advisors, LLC | 60,607 | $8.52M | 0.34% | +7,444+14.0% | Added |
| Harvey Capital Management Inc | 62,342 | $8.50M | 2.62% | −4,825−7.2% | Reduced |
| Altium Wealth Management LLC | 62,151 | $8.47M | 0.55% | +3,948+6.8% | Added |
| First Western Trust Bank | 60,263 | $8.47M | 0.44% | +60,263 | New |
| Hennion & Walsh Asset Management, Inc. | 62,092 | $8.46M | 0.45% | +6,160+11.0% | Added |
| Wells Trecaso Financial Group, LLC | 61,911 | $8.44M | 3.76% | +1,489+2.5% | Added |
| Everence Capital Management Inc | 61,895 | $8.44M | 0.65% | +11,880+23.8% | Added |
| Oak Harvest Investment Services | 61,829 | $8.43M | 2.09% | +3,516+6.0% | Added |
| Sigma Investment Counselors Inc | 61,787 | $8.42M | 0.60% | +915+1.5% | Added |
| Boyar Asset Management Inc. | 61,653 | $8.40M | 5.40% | +2,197+3.7% | Added |
| Koshinski Asset Management, Inc. | 61,524 | $8.39M | 0.69% | +4,936+8.7% | Added |
| Farmers National Bank | 61,228 | $8.35M | 2.89% | +589+1.0% | Added |
| Coldstream Capital Management Inc | 60,975 | $8.31M | 0.29% | −5,300−8.0% | Reduced |
| Frontier Wealth Management LLC | 63,115 | $8.30M | 0.10% | −1,854−2.9% | Reduced |
| Wilson Asset Management (International) Pty Ltd | 60,837 | $8.29M | 2.07% | +60,837 | New |