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 |
|---|---|---|---|---|---|
| Cardinal Capital Management | 51,564 | $7.03M | 1.42% | +1,428+2.8% | Added |
| Essex Financial Services, Inc. | 51,546 | $7.03M | 0.67% | −1,072−2.0% | Reduced |
| Hoey Investments, Inc | 51,519 | $7.02M | 1.96% | −12,953−20.1% | Reduced |
| Pacific Global Investment Management CO | 51,444 | $7.01M | 1.37% | −296−0.6% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 51,317 | $7.00M | 1.28% | +37,071+260.2% | Added |
| Hamel Associates, Inc. | 51,247 | $6.99M | 2.48% | +732+1.4% | Added |
| Resources Investment Advisors, LLC. | 51,191 | $6.98M | 0.26% | +3,615+7.6% | Added |
| XML Financial, LLC | 51,113 | $6.97M | 0.83% | +5,408+11.8% | Added |
| Nixon Peabody Trust Co | 50,989 | $6.95M | 2.39% | −2,620−4.9% | Reduced |
| Roundview Capital LLC | 50,799 | $6.92M | 0.71% | +150+0.3% | Added |
| Signaturefd, LLC | 50,729 | $6.92M | 0.21% | +1,684+3.4% | Added |
| BKD Wealth Advisors, LLC | 50,642 | $6.90M | 0.29% | +4,522+9.8% | Added |
| Connectus Wealth, LLC | 43,267 | $6.86M | 0.22% | −4,834−10.0% | Reduced |
| Sargent Bickham Lagudis LLC | 50,244 | $6.85M | 0.53% | +1,236+2.5% | Added |
| Edgestream Partners, L.P. | 50,045 | $6.82M | 0.54% | −33,793−40.3% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 49,814 | $6.79M | 0.75% | 00.0% | Unchanged |
| Ami Investment Management Inc | 49,594 | $6.76M | 3.05% | −4,105−7.6% | Reduced |
| Wellington Shields & Co., LLC | 49,583 | $6.76M | 2.22% | +10,187+25.9% | Added |
| HGK Asset Management Inc | 49,553 | $6.75M | 2.13% | +3,570+7.8% | Added |
| Schulhoff & Co Inc | 49,532 | $6.75M | 2.85% | −1,918−3.7% | Reduced |
| Belpointe Asset Management LLC | 49,509 | $6.75M | 0.41% | +8,621+21.1% | Added |
| Gyroscope Capital Management Group, LLC | 49,244 | $6.71M | 2.31% | +5,107+11.6% | Added |
| Veriti Management LLC | 49,196 | $6.71M | 0.81% | +3,733+8.2% | Added |
| Pittenger & Anderson Inc | 49,020 | $6.68M | 0.33% | +1,396+2.9% | Added |
| Point72 Asset Management, L.P. | 48,804 | $6.65M | 0.03% | +48,804 | New |
| Covington Investment Advisors Inc. | 48,780 | $6.65M | 1.39% | +1,042+2.2% | Added |
| Garland Capital Management Inc | 48,490 | $6.61M | 4.38% | +875+1.8% | Added |
| Harbour Capital Advisors, LLC | 48,460 | $6.61M | 1.81% | +225+0.5% | Added |
| Wittenberg Investment Management, Inc. | 48,442 | $6.60M | 2.49% | 00.0% | Unchanged |
| Bridge Creek Capital Management LLC | 48,309 | $6.59M | 2.20% | +1,144+2.4% | Added |
| Aviance Capital Partners, LLC | 48,296 | $6.58M | 1.21% | +1,126+2.4% | Added |
| Elk River Wealth Management, LLC | 48,194 | $6.57M | 1.44% | +1,928+4.2% | Added |
| Crestline Management, LP | 48,163 | $6.57M | 0.83% | +48,163 | New |
| Martin Capital Partners, LLC | 48,011 | $6.54M | 2.99% | +2,016+4.4% | Added |
| Nelson Capital Management, LLC | 47,971 | $6.54M | 1.28% | −508−1.0% | Reduced |
| QV Investors Inc. | 47,910 | $6.53M | 0.46% | −6,780−12.4% | Reduced |
| Granite Investment Partners, LLC | 47,854 | $6.52M | 0.22% | −406−0.8% | Reduced |
| Stony Point Wealth Management Inc. | 47,763 | $6.51M | 3.43% | +6,821+16.7% | Added |
| Beacon Financial Group | 46,757 | $6.51M | 0.87% | −495−1.0% | Reduced |
| Avitas Wealth Management LLC | 47,742 | $6.51M | 1.17% | −619−1.3% | Reduced |
| Frisch Financial Group, Inc. | 47,699 | $6.50M | 2.09% | +54+0.1% | Added |
| McKinley Capital Management LLC /Delaware | 47,670 | $6.50M | 0.65% | 00.0% | Unchanged |
| Parthenon LLC | 47,592 | $6.49M | 0.94% | 00.0% | Unchanged |
| Holocene Advisors, LP | 47,568 | $6.48M | 0.03% | +47,568 | New |
| Axxcess Wealth Management, LLC | 47,520 | $6.48M | 0.52% | +1,482+3.2% | Added |
| McRae Capital Management Inc | 47,502 | $6.47M | 1.46% | +2,105+4.6% | Added |
| Knights of Columbus Asset Advisors LLC | 47,408 | $6.46M | 0.55% | +944+2.0% | Added |
| Ballentine Partners, LLC | 47,411 | $6.46M | 0.20% | +3,487+7.9% | Added |
| Sound View Wealth Advisors Group, LLC | 47,331 | $6.45M | 1.23% | +1,776+3.9% | Added |
| Wintrust Investments LLC | 47,279 | $6.45M | 0.62% | +406+0.9% | Added |
| Metis Global Partners, LLC | 47,204 | $6.43M | 0.77% | +21,322+82.4% | Added |
| Whalerock Point Partners, LLC | 46,902 | $6.39M | 2.27% | +1,667+3.7% | Added |
| IBM Retirement Fund | 46,855 | $6.39M | 0.90% | −2,046−4.2% | Reduced |
| Engineers Gate Manager LP | 46,856 | $6.39M | 0.25% | +28,660+157.5% | Added |
| Hallmark Capital Management Inc | 46,478 | $6.33M | 0.53% | +1,309+2.9% | Added |
| Harrell Investment Partners, LLC | 46,475 | $6.33M | 2.24% | +1,392+3.1% | Added |
| Berkshire Bank | 46,448 | $6.33M | 1.50% | +90.0% | Added |
| Davy Global Fund Management Ltd | 46,179 | $6.29M | 1.03% | −821−1.7% | Reduced |
| RBF Capital, LLC | 46,000 | $6.29M | 0.40% | 00.0% | Unchanged |
| Asset Planning Services Inc | 46,157 | $6.29M | 3.61% | +1,500+3.4% | Added |
| B & T Capital Management DBA Alpha Capital Management | 46,100 | $6.28M | 1.36% | +1,649+3.7% | Added |
| Swarthmore Group Inc | 45,980 | $6.27M | 1.60% | −1,079−2.3% | Reduced |
| Community Bank & Trust, Waco, Texas | 44,474 | $6.26M | 1.79% | +767+1.8% | Added |
| Wealth Enhancement Advisory Services, LLC | 46,305 | $6.25M | 0.08% | −606−1.3% | Reduced |
| AlphaCrest Capital Management LLC | 45,790 | $6.24M | 0.35% | +6,626+16.9% | Added |
| Redwood Investments, LLC | 45,588 | $6.21M | 0.59% | −122−0.3% | Reduced |
| Red Door Wealth Management, LLC | 45,498 | $6.20M | 2.08% | +4,628+11.3% | Added |
| Strategic Wealth Advisors Group, LLC | 46,046 | $6.20M | 0.24% | +9,768+26.9% | Added |
| Abbrea Capital, LLC | 45,024 | $6.14M | 0.86% | +135+0.3% | Added |
| Traynor Capital Management, Inc. | 45,008 | $6.13M | 0.80% | +6,125+15.8% | Added |
| Stratos Wealth Advisors, LLC | 44,940 | $6.13M | 0.50% | −1,147−2.5% | Reduced |
| Baker Ellis Asset Management LLC | 44,936 | $6.13M | 1.10% | +2,533+6.0% | Added |
| Farmers & Merchants Trust Co of Long Beach | 44,910 | $6.12M | 1.59% | −398−0.9% | Reduced |
| Smithbridge Asset Management Inc | 44,912 | $6.12M | 2.03% | +1,745+4.0% | Added |
| Brave Asset Management Inc | 44,726 | $6.10M | 2.10% | +692+1.6% | Added |
| Fairfield, Bush & Co. | 44,411 | $6.05M | 3.04% | +40+0.1% | Added |
| BDO Wealth Advisors, LLC | 44,353 | $6.05M | 0.65% | +733+1.7% | Added |
| Selway Asset Management | 44,020 | $6.00M | 2.91% | +200+0.5% | Added |
| Guyasuta Investment Advisors Inc | 44,012 | $6.00M | 0.41% | +733+1.7% | Added |
| Arden Trust Co | 43,972 | $5.99M | 1.17% | −2,209−4.8% | Reduced |
| Premier Fund Managers Ltd | 42,600 | $5.99M | 0.21% | 00.0% | Unchanged |
| Brown Miller Wealth Management, LLC | 43,813 | $5.97M | 3.46% | +4,255+10.8% | Added |
| Bizma Investimentos Ltda | 50,000 | $5.97M | 3.89% | 00.0% | Unchanged |
| Brewin Dolphin Wealth Management Ltd | 43,768 | $5.97M | 0.67% | +140+0.3% | Added |
| Assenagon Asset Management S.A. | 43,710 | $5.96M | 0.02% | +1,771+4.2% | Added |
| Meridian Wealth Advisors, LLC | 43,666 | $5.95M | 1.38% | +5,771+15.2% | Added |
| River & Mercantile Asset Management LLP | 43,647 | $5.95M | 0.78% | −53,240−55.0% | Reduced |
| Lake Street Advisors Group, LLC | 43,601 | $5.94M | 0.38% | +4,801+12.4% | Added |
| Pariax, LLC | 43,471 | $5.93M | 5.64% | +43,471 | New |
| Greenline Partners, LLC | 43,466 | $5.92M | 1.11% | +6,212+16.7% | Added |
| Gamble Jones Investment Counsel | 43,356 | $5.91M | 0.37% | +445+1.0% | Added |
| Strategic Advisors LLC | 43,354 | $5.91M | 1.03% | −1,993−4.4% | Reduced |
| City Holding Co | 43,325 | $5.91M | 0.96% | −85−0.2% | Reduced |
| WealthPLAN Partners, LLC | 49,300 | $5.88M | 0.41% | +3,219+7.0% | Added |
| WealthPlan Investment Management, LLC | 49,300 | $5.88M | 0.41% | +49,300 | New |
| Global Retirement Partners, LLC | 46,568 | $5.88M | 0.46% | +46,568 | New |
| Steel Peak Wealth Management LLC | 43,130 | $5.88M | 0.36% | −26,902−38.4% | Reduced |
| Kempen Capital Management N.V. | 43,122 | $5.88M | 0.18% | +1,717+4.1% | Added |
| Boyd Watterson Asset Management LLC | 43,054 | $5.87M | 2.14% | +605+1.4% | Added |
| American Money Management, LLC | 42,931 | $5.85M | 1.56% | +220+0.5% | Added |