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 |
|---|---|---|---|---|---|
| Fieldpoint Private Securities, LLC | 37,592 | $5.12M | 1.06% | −2,219−5.6% | Reduced |
| Chemung Canal Trust Co | 37,539 | $5.12M | 0.99% | −821−2.1% | Reduced |
| MSD Partners, L.P. | 37,500 | $5.11M | 0.31% | −75,000−66.7% | Reduced |
| Cornerstone Wealth Group, LLC | 37,325 | $5.09M | 0.93% | −25,110−40.2% | Reduced |
| LSV Asset Management | 37,300 | $5.08M | 0.01% | +9,800+35.6% | Added |
| Excalibur Management Corp | 37,268 | $5.08M | 2.20% | +681+1.9% | Added |
| Washington Trust Advisors, Inc. | 37,187 | $5.07M | 0.36% | −10,423−21.9% | Reduced |
| Chemistry Wealth Management LLC | 37,156 | $5.07M | 1.74% | +1,996+5.7% | Added |
| Permanens Capital L.P. | 37,091 | $5.06M | 0.78% | −16,312−30.5% | Reduced |
| Horan Capital Advisors, LLC. | 36,982 | $5.04M | 2.03% | +3,149+9.3% | Added |
| Stillwater Investment Management, LLC | 36,948 | $5.04M | 1.27% | +185+0.5% | Added |
| Institutional & Family Asset Management, LLC | 36,892 | $5.03M | 0.79% | +307+0.8% | Added |
| Equitable Trust Co | 36,829 | $5.02M | 0.32% | +1,691+4.8% | Added |
| Horizon Investments, LLC | 37,094 | $5.02M | 0.14% | +5,586+17.7% | Added |
| Karp Capital Management Corp | 36,688 | $5.00M | 0.73% | −8,019−17.9% | Reduced |
| Cottage Street Advisors LLC | 36,667 | $4.99M | 2.98% | +78+0.2% | Added |
| Joel Isaacson & Co., LLC | 38,865 | $4.99M | 0.37% | +194+0.5% | Added |
| Mandatum Life Insurance Co Ltd | 36,601 | $4.99M | 0.92% | +101+0.3% | Added |
| Duncker Streett & Co Inc | 36,433 | $4.97M | 0.99% | −16,269−30.9% | Reduced |
| Connable Office Inc | 36,422 | $4.96M | 0.66% | +1,049+3.0% | Added |
| Graham Capital Management, L.P. | 36,374 | $4.96M | 0.22% | +34,978+2,505.6% | Added |
| Blueshift Asset Management, LLC | 36,371 | $4.96M | 0.45% | +36,371 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 36,362 | $4.96M | 0.43% | +4,340+13.6% | Added |
| NatWest Group plc | 36,330 | $4.95M | 2.39% | −578−1.6% | Reduced |
| Baugh & Associates, LLC | 36,311 | $4.95M | 2.91% | +560+1.6% | Added |
| Capital Analysts, LLC | 36,297 | $4.95M | 0.31% | −926−2.5% | Reduced |
| Strategic Wealth Designers | 36,300 | $4.95M | 1.18% | +6,237+20.7% | Added |
| Integrity Advisory, LLC | 36,270 | $4.94M | 4.85% | +36,270 | New |
| Buckhead Capital Management LLC | 36,220 | $4.94M | 1.07% | −171−0.5% | Reduced |
| Focus Financial Network, Inc. | 36,193 | $4.93M | 0.34% | −94,059−72.2% | Reduced |
| TrinityPoint Wealth, LLC | 36,168 | $4.93M | 0.89% | +2,972+9.0% | Added |
| Varma Mutual Pension Insurance Co | 36,125 | $4.92M | 0.06% | 00.0% | Unchanged |
| Patient Capital Management, LLC | 36,100 | $4.92M | 1.94% | −3,800−9.5% | Reduced |
| Souders Financial Advisors | 36,020 | $4.91M | 1.42% | −144−0.4% | Reduced |
| Fusion Capital, LLC | – | $4.88M | 2.56% | – | – |
| Journey Advisory Group, LLC | 35,773 | $4.88M | 1.23% | +1,545+4.5% | Added |
| Strategic Wealth Partners, Ltd. | 35,690 | $4.87M | 0.95% | +3,872+12.2% | Added |
| Avantax Planning Partners, Inc. | 35,638 | $4.86M | 0.19% | −319−0.9% | Reduced |
| Procyon Private Wealth Partners, LLC | 35,557 | $4.85M | 1.01% | +6,298+21.5% | Added |
| Trustcore Financial Services, LLC | 35,467 | $4.83M | 0.42% | +4,334+13.9% | Added |
| Bowling Portfolio Management LLC | 35,451 | $4.83M | 1.04% | −581−1.6% | Reduced |
| Coerente Capital Management | 35,454 | $4.83M | 0.97% | +632+1.8% | Added |
| Summit Global Investments | 35,283 | $4.81M | 0.35% | −22,482−38.9% | Reduced |
| Strategic Financial Services, Inc, | 35,193 | $4.80M | 0.36% | −535−1.5% | Reduced |
| Grandfield & Dodd, LLC | 35,026 | $4.77M | 0.32% | −124−0.4% | Reduced |
| IHT Wealth Management, LLC | 34,777 | $4.74M | 0.36% | +346+1.0% | Added |
| Brick & Kyle, Associates | 34,713 | $4.73M | 2.30% | −731−2.1% | Reduced |
| Chicago Trust Co NA | 34,691 | $4.73M | 1.02% | +160+0.5% | Added |
| Schechter Investment Advisors, LLC | 34,509 | $4.70M | 0.44% | −6,199−15.2% | Reduced |
| Legacy Financial Advisors, Inc. | 34,329 | $4.68M | 1.05% | −1,015−2.9% | Reduced |
| E&G Advisors, LP | 34,302 | $4.68M | 1.28% | −700−2.0% | Reduced |
| Monetary Management Group Inc | 34,289 | $4.67M | 1.24% | +1,175+3.5% | Added |
| NEIRG Wealth Management, LLC | 34,278 | $4.67M | 0.91% | −1,281−3.6% | Reduced |
| Headinvest, LLC | 34,244 | $4.67M | 0.89% | −454−1.3% | Reduced |
| Wasatch Advisors Inc | 34,209 | $4.66M | 0.02% | +2,552+8.1% | Added |
| Banco de Sabadell, S.A | 34,041 | $4.66M | 2.70% | +4,420+14.9% | Added |
| Confluence Wealth Services, Inc. | 34,176 | $4.66M | 1.68% | +311+0.9% | Added |
| Baader Bank INC | 34,125 | $4.65M | 0.38% | +6,400+23.1% | Added |
| DCM Advisors, LLC | 34,068 | $4.64M | 1.64% | −13,848−28.9% | Reduced |
| Brighton Jones LLC | 33,947 | $4.63M | 0.22% | +1,004+3.0% | Added |
| MidWestOne Financial Group, Inc. | 33,942 | $4.63M | 1.00% | −1,093−3.1% | Reduced |
| Robertson Stephens Wealth Management, LLC | 33,885 | $4.62M | 0.40% | +1,696+5.3% | Added |
| Magnus Financial Group LLC | 33,875 | $4.62M | 0.77% | +8,543+33.7% | Added |
| Group One Trading, L.P. | 33,874 | $4.62M | 0.10% | +33,874 | New |
| NewSquare Capital LLC | 33,761 | $4.60M | 0.49% | +4,338+14.7% | Added |
| Townsend Asset Management Corp | 33,700 | $4.59M | 2.25% | +1,117+3.4% | Added |
| GM Advisory Group, Inc. | 33,647 | $4.59M | 0.55% | +536+1.6% | Added |
| Essex LLC | 33,565 | $4.58M | 1.24% | +3,132+10.3% | Added |
| Canal Capital Management, LLC | 33,542 | $4.57M | 1.23% | +3,230+10.7% | Added |
| Pendal Group Limited | 33,502 | $4.57M | 0.04% | −18,329−35.4% | Reduced |
| Country Club Bank | 32,475 | $4.56M | 0.40% | +32,475 | New |
| NTV Asset Management LLC | 33,475 | $4.56M | 0.77% | +255+0.8% | Added |
| Stone Point Wealth LLC | 33,690 | $4.56M | 2.55% | +11,993+55.3% | Added |
| Seven Eight Capital, LP | 33,354 | $4.55M | 0.61% | +5,187+18.4% | Added |
| Principal Street Partners, LLC | 33,339 | $4.54M | 1.04% | +1,545+4.9% | Added |
| Monarch Capital Management Inc | 33,316 | $4.54M | 1.20% | +880+2.7% | Added |
| Parcion Private Wealth LLC | 32,999 | $4.53M | 0.42% | −6,870−17.2% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 33,220 | $4.53M | 1.52% | −158−0.5% | Reduced |
| Pinnacle Bancorp, Inc. | 33,207 | $4.53M | 1.57% | +127+0.4% | Added |
| Peterson Wealth Services | 33,171 | $4.52M | 2.78% | +7,211+27.8% | Added |
| IMA Wealth, Inc. | 33,154 | $4.52M | 1.04% | +7,298+28.2% | Added |
| Lakeview Capital Partners, LLC | 33,007 | $4.50M | 2.31% | +3,202+10.7% | Added |
| Kentucky Farm Bureau Mutual Insurance Co | 33,000 | $4.50M | 1.23% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 32,998 | $4.50M | 0.52% | +26+0.1% | Added |
| Meridian Management Co | 32,988 | $4.50M | 1.43% | +68+0.2% | Added |
| Schmidt P J Investment Management Inc | 37,652 | $4.49M | 1.00% | +782+2.1% | Added |
| Bell & Brown Wealth Advisors, LLC | 32,968 | $4.49M | 2.04% | +528+1.6% | Added |
| Boston Research & Management Inc | 32,943 | $4.49M | 1.30% | +8,085+32.5% | Added |
| TFG Advisers LLC | 32,816 | $4.47M | 2.05% | +189+0.6% | Added |
| ARGI Investment Services, LLC | 32,751 | $4.46M | 0.14% | +2,206+7.2% | Added |
| Kavar Capital Partners Group, LLC | 32,749 | $4.46M | 0.96% | +1,424+4.5% | Added |
| Hodges Capital Management Inc. | 32,747 | $4.46M | 0.35% | +15,647+91.5% | Added |
| Quadrant Capital Group LLC | 32,710 | $4.46M | 0.54% | −1,247−3.7% | Reduced |
| K.J. Harrison & Partners Inc | 32,705 | $4.46M | 0.72% | −20,900−39.0% | Reduced |
| Symmetry Partners, LLC | 32,673 | $4.45M | 0.28% | −924−2.8% | Reduced |
| Unison Asset Management LLC | 32,627 | $4.45M | 3.82% | 00.0% | Unchanged |
| Annex Advisory Services, LLC | 32,583 | $4.44M | 0.32% | −13,460−29.2% | Reduced |
| Ahl Investment Management, Inc. | 32,545 | $4.44M | 4.07% | +740+2.3% | Added |
| Good Life Advisors, LLC | 32,537 | $4.43M | 0.55% | +2,088+6.9% | Added |
| First Personal Financial Services | 32,431 | $4.42M | 1.03% | +393+1.2% | Added |