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 |
|---|---|---|---|---|---|
| Mengis Capital Management, Inc. | 60,475 | $8.24M | 1.58% | −1,185−1.9% | Reduced |
| Inlet Private Wealth, LLC | 60,438 | $8.24M | 2.06% | +179+0.3% | Added |
| Icon Wealth Partners, LLC | 60,438 | $8.24M | 0.82% | +4,317+7.7% | Added |
| Allied Investment Advisors, LLC | 60,143 | $8.20M | 2.67% | +3,954+7.0% | Added |
| Level Four Advisory Services, LLC | 60,126 | $8.20M | 0.64% | +2,528+4.4% | Added |
| Nwi Management LP | 60,000 | $8.18M | 1.44% | 00.0% | Unchanged |
| Bright Rock Capital Management, LLC | 60,000 | $8.18M | 1.93% | 00.0% | Unchanged |
| Banco BTG Pactual S.A. | 60,000 | $8.18M | 4.28% | +60,000 | New |
| Camden National Bank | 59,836 | $8.16M | 1.48% | +317+0.5% | Added |
| Edgar Lomax Co | 59,775 | $8.15M | 0.48% | +59,775 | New |
| Savant Capital, LLC | 59,702 | $8.14M | 0.27% | −1,052−1.7% | Reduced |
| Clear Harbor Asset Management, LLC | 59,629 | $8.13M | 0.93% | +11,804+24.7% | Added |
| Bank of Hawaii | 59,511 | $8.11M | 0.44% | −529−0.9% | Reduced |
| Hartford Financial Management Inc. | 59,442 | $8.10M | 1.95% | −433−0.7% | Reduced |
| Apriem Advisors | 59,395 | $8.10M | 1.19% | −392−0.7% | Reduced |
| Spectrum Management Group, LLC | 59,237 | $8.07M | 1.28% | +768+1.3% | Added |
| Baldwin Brothers Inc | 59,210 | $8.07M | 0.86% | +6,602+12.5% | Added |
| Independent Investors Inc | 59,149 | $8.06M | 1.79% | 00.0% | Unchanged |
| Perennial Advisors, LLC | 59,125 | $8.06M | 2.14% | +2,508+4.4% | Added |
| Apollon Wealth Management, LLC | 59,064 | $8.05M | 0.57% | +532+0.9% | Added |
| Q Capital Solutions | 59,018 | $8.04M | 6.59% | −27,740−32.0% | Reduced |
| Adalta Capital Management LLC | 58,899 | $8.03M | 4.01% | −796−1.3% | Reduced |
| Gifford Fong Associates | 58,800 | $8.02M | 1.47% | 00.0% | Unchanged |
| Ropes Wealth Advisors LLC | 58,502 | $7.97M | 1.37% | −812−1.4% | Reduced |
| Arrow Financial Corp | 58,381 | $7.96M | 0.95% | −1,355−2.3% | Reduced |
| Thoroughbred Financial Services, LLC | 58,361 | $7.96M | 1.30% | +24,865+74.2% | Added |
| Empirical Finance, LLC | 58,311 | $7.95M | 0.89% | +5,905+11.3% | Added |
| Philadelphia Trust Co | 58,211 | $7.93M | 0.63% | −12,806−18.0% | Reduced |
| One Capital Management, LLC | 58,084 | $7.92M | 0.42% | +1,470+2.6% | Added |
| Laurel Wealth Advisors LLC | 57,953 | $7.90M | 1.69% | +446+0.8% | Added |
| Bard Financial Services, Inc. | 57,840 | $7.88M | 0.64% | −1,250−2.1% | Reduced |
| Fundamentun, LLC | 57,760 | $7.87M | 1.31% | +2,260+4.1% | Added |
| United Fire Group Inc | 57,736 | $7.87M | 4.05% | 00.0% | Unchanged |
| Buckley Wealth Management, LLC | 57,680 | $7.86M | 2.13% | +1,663+3.0% | Added |
| AMG National Trust Bank | 57,615 | $7.85M | 0.25% | −31−0.1% | Reduced |
| Princeton Global Asset Management LLC | 57,582 | $7.85M | 2.18% | +1,556+2.8% | Added |
| Altrafin AG | 57,456 | $7.83M | 3.08% | −3,662−6.0% | Reduced |
| Power Corp of Canada | 57,292 | $7.81M | 0.65% | +57,292 | New |
| Buckingham Strategic Wealth, LLC | 57,200 | $7.80M | 0.15% | +1,067+1.9% | Added |
| Carmel Capital Management L.L.C. | 57,068 | $7.78M | 4.05% | +500+0.9% | Added |
| BOK Financial Private Wealth, Inc. | 57,070 | $7.78M | 0.55% | +692+1.2% | Added |
| Mount Yale Investment Advisors, LLC | 56,975 | $7.77M | 0.84% | +3,974+7.5% | Added |
| Sanders Morris Harris LLC | 56,957 | $7.76M | 1.51% | +2,857+5.3% | Added |
| Royal Fund Management, LLC | 56,903 | $7.76M | 1.13% | −73−0.1% | Reduced |
| Leonteq Securities AG | 56,884 | $7.75M | 0.34% | +37,998+201.2% | Added |
| Wealthsource Partners, LLC | 56,592 | $7.71M | 0.52% | +33,627+146.4% | Added |
| Terry L. Blaker | 56,386 | $7.69M | 0.63% | +121+0.2% | Added |
| Family Capital Trust Co | 56,347 | $7.68M | 2.49% | −166−0.3% | Reduced |
| Fulcrum Capital LLC | 56,339 | $7.68M | 2.06% | +825+1.5% | Added |
| Van Hulzen Asset Management, LLC | 56,303 | $7.67M | 0.81% | +9,656+20.7% | Added |
| M&R Capital Management Inc | 56,077 | $7.67M | 1.64% | +354+0.6% | Added |
| River Wealth Advisors LLC | 56,223 | $7.66M | 1.22% | +1,225+2.2% | Added |
| Cutler Investment Counsel LLC | 56,180 | $7.66M | 1.06% | +1,445+2.6% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 56,087 | $7.65M | 0.08% | +4,820+9.4% | Added |
| Paradiem, LLC | 57,266 | $7.64M | 2.51% | 00.0% | Unchanged |
| Autus Asset Management, LLC | 55,892 | $7.62M | 1.14% | −13,325−19.3% | Reduced |
| Vestcor Inc | 55,850 | $7.61M | 0.26% | +2,769+5.2% | Added |
| Gladstone Institutional Advisory LLC | 55,712 | $7.59M | 0.51% | +9,901+21.6% | Added |
| HighTower Trust Services, LTA | 55,702 | $7.59M | 0.72% | +8,044+16.9% | Added |
| Pine Ridge Advisers LLC | 55,500 | $7.57M | 2.06% | 00.0% | Unchanged |
| McGinn Investment Management, Inc. | 55,464 | $7.56M | 5.06% | −926−1.6% | Reduced |
| Stolper Co | 55,392 | $7.55M | 3.20% | +576+1.1% | Added |
| Lynch & Associates | 55,347 | $7.54M | 1.83% | +1,635+3.0% | Added |
| Bray Capital Advisors | 55,257 | $7.53M | 1.94% | −84−0.2% | Reduced |
| Harbor Investment Advisory, LLC | 55,121 | $7.51M | 1.00% | +2,655+5.1% | Added |
| Naples Global Advisors, LLC | 55,119 | $7.51M | 0.87% | +3,322+6.4% | Added |
| American Trust | 55,075 | $7.51M | 0.50% | +3,301+6.4% | Added |
| Stokes Family Office, LLC | 55,068 | $7.51M | 1.00% | +1,628+3.0% | Added |
| Icon Advisers Inc | 54,940 | $7.49M | 1.28% | −14,355−20.7% | Reduced |
| KG&L Capital Management,LLC | 54,799 | $7.47M | 3.11% | +4,365+8.7% | Added |
| Cadence Bank NA | 54,788 | $7.47M | 2.08% | +1,533+2.9% | Added |
| McDonald Partners LLC | 54,664 | $7.45M | 1.63% | +54,664 | New |
| Fort Sheridan Advisors LLC | 54,625 | $7.45M | 2.18% | −320−0.6% | Reduced |
| Eudaimonia Partners, LLC | 54,588 | $7.44M | 1.27% | +54,588 | New |
| Live Oak Private Wealth LLC | 54,512 | $7.43M | 1.44% | +5,204+10.6% | Added |
| Ashton Thomas Private Wealth, LLC | 54,464 | $7.42M | 0.65% | +16,612+43.9% | Added |
| Allworth Financial LP | 53,995 | $7.36M | 0.09% | +26,854+98.9% | Added |
| Mirador Capital Partners LP | 53,992 | $7.36M | 1.49% | +985+1.9% | Added |
| Wealth Advisory Solutions, LLC | 53,967 | $7.36M | 1.53% | +53,967 | New |
| Radnor Capital Management, LLC | 53,920 | $7.35M | 1.84% | +785+1.5% | Added |
| North Star Asset Management Inc | 53,879 | $7.34M | 0.40% | +4,139+8.3% | Added |
| Sompo Asset Management Co., Ltd. | 53,850 | $7.34M | 1.59% | −2,560−4.5% | Reduced |
| Fred Alger Management, LLC | 53,744 | $7.33M | 0.02% | −4,032−7.0% | Reduced |
| Meritage Portfolio Management | 53,720 | $7.32M | 0.45% | +14,982+38.7% | Added |
| Rench Wealth Management, Inc. | 53,371 | $7.28M | 3.31% | −1,433−2.6% | Reduced |
| Investment Management of Virginia LLC | 53,276 | $7.26M | 1.28% | +1,436+2.8% | Added |
| Lake Street Financial LLC | 52,874 | $7.21M | 1.30% | +2,136+4.2% | Added |
| Capstone Financial Advisors, Inc. | 52,797 | $7.20M | 0.52% | +93+0.2% | Added |
| Boyer & Corporon Wealth Management, LLC | 52,537 | $7.16M | 2.14% | +747+1.4% | Added |
| Windward Capital Management Co | 52,441 | $7.15M | 0.64% | −103−0.2% | Reduced |
| Cumberland Advisors Inc | 52,440 | $7.15M | 1.66% | −40−0.1% | Reduced |
| Ipswich Investment Management Co., Inc. | 52,437 | $7.15M | 1.77% | +722+1.4% | Added |
| Walter & Keenan Financial Consulting Co | 52,338 | $7.14M | 2.42% | 00.0% | Unchanged |
| Cigna Investments Inc | 52,122 | $7.11M | 0.88% | −14,944−22.3% | Reduced |
| Ascent Wealth Partners, LLC | 51,968 | $7.08M | 1.32% | +1,963+3.9% | Added |
| Baldwin Investment Management, LLC | 51,948 | $7.08M | 1.98% | +674+1.3% | Added |
| Churchill Management Corp | 51,844 | $7.07M | 0.12% | −86,079−62.4% | Reduced |
| Ballast Advisors LLC | 51,844 | $7.07M | 2.76% | +2,444+4.9% | Added |
| Dorsey & Whitney Trust CO LLC | 51,705 | $7.05M | 0.62% | +1,727+3.5% | Added |
| EagleClaw Capital Managment, LLC | 51,597 | $7.03M | 1.62% | +2,879+5.9% | Added |