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 |
|---|---|---|---|---|---|
| Marietta Wealth Management, LLC | 42,617 | $5.81M | 1.21% | +1,523+3.7% | Added |
| Ameritas Investment Partners, Inc. | 42,557 | $5.80M | 0.21% | −1,396−3.2% | Reduced |
| SevenBridge Financial Group, LLC | 42,369 | $5.78M | 2.03% | +129+0.3% | Added |
| LVW Advisors, LLC | 42,346 | $5.77M | 1.01% | +666+1.6% | Added |
| American National Bank | 42,279 | $5.76M | 1.14% | +2,278+5.7% | Added |
| Meiji Yasuda Life Insurance Co | 42,268 | $5.76M | 0.10% | −1,676−3.8% | Reduced |
| Gibraltar Capital Management, Inc. | 42,181 | $5.75M | 2.39% | +1,042+2.5% | Added |
| Argyle Capital Management Inc. | 42,012 | $5.73M | 1.86% | −1,250−2.9% | Reduced |
| Systematic Alpha Investments, LLC | 42,004 | $5.73M | 0.28% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 41,945 | $5.72M | 0.27% | +839+2.0% | Added |
| Stokes Capital Advisors, LLC | 41,827 | $5.70M | 1.66% | +4,009+10.6% | Added |
| Laurel Wealth Advisors, Inc. | 42,164 | $5.68M | 0.47% | −28−0.1% | Reduced |
| CPWM, LLC | 41,691 | $5.68M | 0.41% | +4,389+11.8% | Added |
| Van Strum & Towne Inc. | 41,635 | $5.68M | 2.12% | +32+0.1% | Added |
| DT Investment Partners, LLC | 41,617 | $5.67M | 0.73% | +3,590+9.4% | Added |
| Univest Financial Corp | 41,591 | $5.67M | 1.60% | +801+2.0% | Added |
| Bangor Savings Bank | 41,499 | $5.66M | 0.60% | +2,360+6.0% | Added |
| RPG Investment Advisory, LLC | 41,478 | $5.65M | 0.92% | +113+0.3% | Added |
| Arjuna Capital | 41,444 | $5.65M | 2.35% | −8,731−17.4% | Reduced |
| Concentric Wealth Management, LLC | 41,429 | $5.65M | 1.63% | +448+1.1% | Added |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 41,320 | $5.63M | 3.16% | +13,000+45.9% | Added |
| Clarius Group, LLC | 35,560 | $5.63M | 0.45% | 00.0% | Unchanged |
| Somerset Trust Co | 41,300 | $5.63M | 2.18% | −643−1.5% | Reduced |
| Abbot Financial Management, Inc. | 41,256 | $5.62M | 2.75% | −299−0.7% | Reduced |
| Pinkerton Retirement Specialists, LLC | 41,054 | $5.60M | 1.25% | +3,024+8.0% | Added |
| Bradley & Co. Private Wealth Management, LLC | 41,050 | $5.60M | 4.81% | +4,592+12.6% | Added |
| Johnson Financial Group, Inc. | 40,988 | $5.59M | 0.39% | +2,395+6.2% | Added |
| Hohimer Wealth Management, LLC | 40,932 | $5.58M | 1.10% | +1,131+2.8% | Added |
| PFG Advisors | 40,873 | $5.57M | 0.57% | +3,235+8.6% | Added |
| Intrust Bank NA | 40,827 | $5.57M | 0.70% | −1,492−3.5% | Reduced |
| Parkwood LLC | 40,818 | $5.56M | 0.94% | −5,483−11.8% | Reduced |
| Monticello Wealth Management, LLC | 40,808 | $5.56M | 0.53% | +92+0.2% | Added |
| Vectors Research Management, LLC | 40,698 | $5.55M | 1.22% | +1,555+4.0% | Added |
| Exchange Traded Concepts, LLC | 40,683 | $5.55M | 0.11% | +3,088+8.2% | Added |
| Mitchell Capital Management Co | 40,670 | $5.54M | 1.24% | +1,759+4.5% | Added |
| Lincoln Capital Corp | 40,603 | $5.54M | 2.89% | −581−1.4% | Reduced |
| Opus Investment Management Inc | 40,350 | $5.50M | 0.84% | +6,600+19.6% | Added |
| White Pine Investment CO | 40,334 | $5.50M | 1.87% | +45+0.1% | Added |
| Charles Carroll Financial Partners, LLC | 40,325 | $5.50M | 5.69% | +155+0.4% | Added |
| Oxford Financial Group Ltd | 40,288 | $5.49M | 0.70% | +190+0.5% | Added |
| Shorepoint Capital Partners LLC | 40,280 | $5.49M | 2.29% | +1,595+4.1% | Added |
| Jefferies Group LLC | 40,153 | $5.47M | 0.13% | +22,069+122.0% | Added |
| Fluent Financial, LLC | 40,184 | $5.47M | 2.25% | −10,766−21.1% | Reduced |
| Heritage Wealth Advisors | 40,059 | $5.46M | 0.30% | −78−0.2% | Reduced |
| Redmond Asset Management, LLC | 39,950 | $5.45M | 1.62% | +1,570+4.1% | Added |
| Centaurus Financial, Inc. | 39,937 | $5.44M | 0.43% | −519−1.3% | Reduced |
| Peloton Wealth Strategists | 39,849 | $5.43M | 2.27% | −900−2.2% | Reduced |
| Asset Dedication, LLC | 39,770 | $5.42M | 0.60% | −2,025−4.8% | Reduced |
| Intersect Capital LLC | 39,746 | $5.42M | 1.04% | −1,080−2.6% | Reduced |
| Bank of New Hampshire | 39,706 | $5.41M | 1.32% | +101+0.3% | Added |
| Gotham Asset Management, LLC | 39,702 | $5.41M | 0.17% | +2,541+6.8% | Added |
| Forte Capital LLC | 34,180 | $5.41M | 0.68% | −150−0.4% | Reduced |
| Consolidated Investment Group LLC | 39,692 | $5.41M | 0.88% | 00.0% | Unchanged |
| Clarity Financial LLC | 39,624 | $5.40M | 1.09% | +1,182+3.1% | Added |
| LeJeune Puetz Investment Counsel LLC | 39,621 | $5.40M | 1.89% | +596+1.5% | Added |
| Paradigm Asset Management Co LLC | 39,491 | $5.38M | 1.42% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 39,469 | $5.38M | 0.34% | +2,433+6.6% | Added |
| Sitrin Capital Management LLC | 39,451 | $5.38M | 2.70% | +39,451 | New |
| Budros, Ruhlin & Roe, Inc. | 39,445 | $5.38M | 0.57% | +410+1.1% | Added |
| Vident Investment Advisory, LLC | 39,347 | $5.37M | 0.14% | +14,499+58.4% | Added |
| Balentine LLC | 39,191 | $5.34M | 0.18% | +14,695+60.0% | Added |
| Chronos Wealth Management, LLC | 39,170 | $5.34M | 3.40% | +906+2.4% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 39,165 | $5.34M | 0.77% | +4,503+13.0% | Added |
| Toroso Investments, LLC | 39,134 | $5.33M | 0.16% | +36,036+1,163.2% | Added |
| Waldron Private Wealth LLC | 39,092 | $5.33M | 0.27% | +671+1.7% | Added |
| Mechanics Bank Trust Department | 39,059 | $5.32M | 0.82% | +196+0.5% | Added |
| Trinity Legacy Partners, LLC | 39,054 | $5.32M | 1.80% | +21,099+117.5% | Added |
| M Holdings Securities, Inc. | 39,038 | $5.32M | 0.40% | +39,038 | New |
| David Loasby | 39,820 | $5.32M | 0.69% | +406+1.0% | Added |
| Patton Albertson Miller Group, LLC | 38,981 | $5.31M | 0.91% | +1,119+3.0% | Added |
| Oliver Luxxe Assets LLC | 38,859 | $5.30M | 1.34% | +1,243+3.3% | Added |
| Northwest Bancshares, Inc. | 38,856 | $5.30M | 1.02% | +2,387+6.5% | Added |
| Jacobi Capital Management LLC | 38,790 | $5.29M | 0.63% | +2,588+7.1% | Added |
| Stoneridge Investment Partners LLC | 38,787 | $5.29M | 2.48% | +37,150+2,269.4% | Added |
| Huber Capital Management LLC | 38,727 | $5.28M | 1.31% | +90+0.2% | Added |
| Hedeker Wealth, LLC | 38,613 | $5.26M | 1.59% | +1,135+3.0% | Added |
| Kinneret Advisory, LLC | 38,597 | $5.26M | 0.58% | +863+2.3% | Added |
| Cornercap Investment Counsel Inc | 38,496 | $5.25M | 0.59% | +2,418+6.7% | Added |
| Bristlecone Advisors, LLC | 38,482 | $5.25M | 0.64% | −1,346−3.4% | Reduced |
| Montecito Bank & Trust | 38,446 | $5.24M | 0.98% | −195−0.5% | Reduced |
| HNP Capital LLC | 38,439 | $5.24M | 1.24% | −260−0.7% | Reduced |
| Howland Capital Management LLC | 38,403 | $5.24M | 0.28% | −70−0.2% | Reduced |
| Werlinich Asset Management, LLC | 38,265 | $5.22M | 3.97% | 00.0% | Unchanged |
| Advanced Asset Management Advisors Inc | 38,249 | $5.21M | 1.14% | +10.0% | Added |
| Next Level Private LLC | 38,244 | $5.21M | 4.21% | +3,084+8.8% | Added |
| HPC Germany GmbH & Co. KG | 38,124 | $5.20M | 3.42% | +38,124 | New |
| Meeder Asset Management Inc | 38,038 | $5.18M | 0.25% | +38,038 | New |
| Assetmark, Inc | 38,002 | $5.18M | 0.02% | +19,651+107.1% | Added |
| First Interstate Bank | 37,961 | $5.17M | 0.49% | +6,156+19.4% | Added |
| Shepherd Financial Partners LLC | 37,969 | $5.17M | 0.92% | +1,115+3.0% | Added |
| R.m.sincerbeaux Capital Management LLC | 37,890 | $5.17M | 3.27% | 00.0% | Unchanged |
| Augustine Asset Management Inc | 37,832 | $5.16M | 2.59% | +146+0.4% | Added |
| Checchi Capital Advisers, LLC | 37,809 | $5.15M | 0.53% | −28−0.1% | Reduced |
| Providence Capital Advisors, LLC | 37,838 | $5.15M | 1.37% | +2,191+6.1% | Added |
| Source Financial Advisors LLC | 37,781 | $5.15M | 1.52% | +2,260+6.4% | Added |
| Family Management Corp | 37,754 | $5.15M | 1.43% | +56+0.1% | Added |
| Bridgewater Advisors Inc. | 37,711 | $5.14M | 1.25% | +361+1.0% | Added |
| DF Dent & Co Inc | 37,697 | $5.14M | 0.06% | −7,769−17.1% | Reduced |
| Alpha Omega Wealth Management LLC | 37,664 | $5.13M | 0.81% | +557+1.5% | Added |
| Burleson & Company, LLC | 37,592 | $5.13M | 0.83% | +19,573+108.6% | Added |