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; 5,157 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
- 3,520
- −25 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
- 154
- 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 | 5,157 | $643.7B |
| Q1 2026 | 5,103 | $572.1B |
| Q4 2025 | 5,155 | $639.5B |
| Q3 2025 | 4,766 | $618.0B |
| Q2 2025 | 4,753 | $582.4B |
| Q1 2025 | 4,680 | $494.6B |
| Q4 2024 | 4,680 | $490.0B |
| Q3 2024 | 4,216 | $429.4B |
| Q2 2024 | 4,182 | $416.2B |
| Q1 2024 | 4,121 | $414.5B |
| Q4 2023 | 4,002 | $351.8B |
| Q3 2023 | 3,711 | $297.0B |
| Q2 2023 | 3,673 | $297.6B |
| Q1 2023 | 3,613 | $266.3B |
| Q4 2022 | 3,629 | $278.3B |
| Q3 2022 | 3,396 | $212.9B |
| Q2 2022 | 3,428 | $229.3B |
| Q1 2022 | 3,520 | $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 |
|---|---|---|---|---|---|
| Macquarie Group Ltd | 878,586 | $119.8M | 0.11% | −1,352,502−60.6% | Reduced |
| Pinebridge Investments, L.P. | 871,560 | $118.8M | 1.27% | +106,321+13.9% | Added |
| Compagnie Lombard Odier SCmA | 853,412 | $116.3M | 2.46% | +34,324+4.2% | Added |
| Voloridge Investment Management, LLC | 848,730 | $115.7M | 0.66% | +664,147+359.8% | Added |
| Federated Hermes, Inc. | 847,283 | $115.5M | 0.26% | −69,399−7.6% | Reduced |
| Capital International Inc | 840,239 | $114.5M | 1.28% | −165,552−16.5% | Reduced |
| American International Group, Inc. | 830,917 | $113.3M | 0.62% | −23,952−2.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 823,157 | $112.2M | 0.18% | +48,058+6.2% | Added |
| Eagle Asset Management Inc | 811,261 | $110.6M | 0.57% | −316,185−28.0% | Reduced |
| Arizona State Retirement System | 810,922 | $110.5M | 0.89% | −7,474−0.9% | Reduced |
| MetLife Investment Management | 803,758 | $109.6M | 0.71% | +150,815+23.1% | Added |
| Douglass Winthrop Advisors, LLC | 796,741 | $108.6M | 2.57% | −1,096−0.1% | Reduced |
| Quilter Plc | 783,556 | $106.8M | 2.90% | +76,665+10.8% | Added |
| Guggenheim Capital LLC | 782,117 | $106.6M | 0.64% | −306,966−28.2% | Reduced |
| Ceredex Value Advisors LLC | 773,295 | $105.4M | 1.27% | +773,295 | New |
| DnB Asset Management AS | 772,771 | $105.3M | 0.63% | +87,101+12.7% | Added |
| LGT Group Foundation | 770,099 | $104.2M | 2.44% | +53,992+7.5% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 754,786 | $103.0M | 0.60% | −164,572−17.9% | Reduced |
| Gofen & Glossberg LLC | 754,941 | $102.9M | 2.35% | +1,584+0.2% | Added |
| Mirae Asset Global Investments Co., Ltd. | 754,698 | $102.9M | 0.22% | +70,796+10.4% | Added |
| Amalgamated Bank | 746,047 | $101.7M | 0.79% | −48,576−6.1% | Reduced |
| Amalgamated Financial Corp. | 746,047 | $101.7M | 0.81% | +746,047 | New |
| State of Michigan Retirement System | 745,431 | $101.6M | 0.59% | +1,388+0.2% | Added |
| USS Investment Management Ltd | 745,058 | $101.6M | 0.85% | −8,066−1.1% | Reduced |
| Creative Planning | 744,971 | $101.6M | 0.16% | +168,682+29.3% | Added |
| CIBC Asset Management Inc | 737,597 | $100.5M | 0.35% | +76,905+11.6% | Added |
| SG Americas Securities, LLC | 732,240 | $99.8M | 0.89% | +540,247+281.4% | Added |
| Welch & Forbes LLC | 731,201 | $99.7M | 1.57% | +15,804+2.2% | Added |
| James Hambro & Partners | 728,522 | $99.3M | 7.05% | +3,330+0.5% | Added |
| United Capital Financial Advisers, LLC | 724,837 | $98.8M | 0.48% | +1,513+0.2% | Added |
| Bartlett & Co. LLC | 717,965 | $97.9M | 1.71% | +38,401+5.7% | Added |
| Bartlett & Co. Wealth Management LLC | 717,965 | $97.9M | 1.71% | +38,401+5.7% | Added |
| AXA S.A. | 717,915 | $97.9M | 0.28% | +51,023+7.7% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 699,978 | $95.4M | 0.94% | −105,568−13.1% | Reduced |
| MUFG Americas Holdings Corp | 690,366 | $94.1M | 1.83% | +20,363+3.0% | Added |
| Manning & Napier Group, LLC | 673,030 | $91.7M | 0.87% | +154,291+29.7% | Added |
| Segall Bryant & Hamill, LLC | 671,580 | $91.5M | 0.88% | −13,568−2.0% | Reduced |
| ADAMCAPITAL Gestao de Recursos Ltda. | 670,063 | $91.3M | 21.43% | +152,665+29.5% | Added |
| Comerica Bank | 693,111 | $91.2M | 0.66% | +3,421+0.5% | Added |
| NFJ Investment Group, LLC | 653,890 | $89.1M | 1.81% | −95,371−12.7% | Reduced |
| Federation des caisses Desjardins du Quebec | 651,813 | $88.9M | 0.86% | +14,130+2.2% | Added |
| Forsta Ap-Fonden | 651,600 | $88.8M | 1.01% | −19,900−3.0% | Reduced |
| Greenhaven Associates IncSuperinvestorGreenhaven Associates | 647,011 | $88.2M | 2.34% | +642,011+12,840.2% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 638,183 | $87.0M | 0.43% | −162,033−20.2% | Reduced |
| Oppenheimer Asset Management Inc. | 637,486 | $86.9M | 1.23% | −25,088−3.8% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 631,685 | $86.1M | 0.40% | +37,051+6.2% | Added |
| Kovitz Investment Group Partners, LLC | 614,619 | $83.8M | 1.60% | +10,260+1.7% | Added |
| Williams Jones Wealth Management, LLC. | 612,444 | $83.5M | 1.16% | −1,521−0.2% | Reduced |
| Whittier Trust Co | 612,434 | $83.5M | 1.41% | +3,801+0.6% | Added |
| Handelsbanken Fonder AB | 609,539 | $83.1M | 0.46% | +3,270+0.5% | Added |
| Argent Capital Management LLC | 608,494 | $83.0M | 2.61% | −159,065−20.7% | Reduced |
| TCW Group Inc | 597,761 | $81.5M | 0.78% | +2,531+0.4% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 591,054 | $80.7M | 1.41% | −249,179−29.7% | Reduced |
| Evercore Wealth Management, LLC | 591,270 | $80.6M | 1.43% | +49,354+9.1% | Added |
| Cooke & Bieler LP | 590,547 | $80.5M | 0.71% | +186,523+46.2% | Added |
| Wilkinson Global Asset Management LLC | 582,497 | $79.4M | 5.11% | +4,342+0.8% | Added |
| Peapack Gladstone Financial Corp | 577,927 | $79.1M | 1.55% | +1,614+0.3% | Added |
| Oregon Public Employees Retirement Fund | 572,138 | $78.0M | 0.80% | +1,411+0.2% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 564,463 | $76.9M | 1.26% | −5,602−1.0% | Reduced |
| MML Investors Services, LLC | 562,428 | $76.7M | 0.54% | +29,097+5.5% | Added |
| Fort Washington Investment Advisors Inc | 560,287 | $76.4M | 0.49% | −139,800−20.0% | Reduced |
| Factory Mutual Insurance Co | 554,050 | $75.5M | 1.02% | −40,000−6.7% | Reduced |
| CCLA Investment Management Ltd | 544,217 | $74.2M | 1.33% | −132,650−19.6% | Reduced |
| Cornerstone Investment Partners, LLC | 544,308 | $74.2M | 4.24% | +94,872+21.1% | Added |
| Nissay Asset Management Corp | 539,299 | $73.5M | 0.64% | −408,076−43.1% | Reduced |
| Colony Group LLC | 534,673 | $72.9M | 1.09% | +188,150+54.3% | Added |
| Crawford Investment Counsel Inc | 529,536 | $72.2M | 1.40% | +5,106+1.0% | Added |
| HM Payson & Co | 529,355 | $72.2M | 1.64% | −7,677−1.4% | Reduced |
| Man Group plc | 528,016 | $72.0M | 0.25% | +305,011+136.8% | Added |
| Utah Retirement Systems | 524,169 | $71.5M | 0.95% | −9,600−1.8% | Reduced |
| Omers Administration Corp | 519,864 | $70.9M | 0.91% | +338,400+186.5% | Added |
| Beck Mack & Oliver LLC | 513,313 | $70.0M | 1.75% | −20,064−3.8% | Reduced |
| Teachers Retirement System of the State of Kentucky | 512,605 | $69.9M | 0.68% | −61,193−10.7% | Reduced |
| Yousif Capital Management, LLC | 505,941 | $69.0M | 0.75% | +5,822+1.2% | Added |
| Mairs & Power Inc | 505,206 | $68.9M | 0.69% | +261,525+107.3% | Added |
| Westwood Holdings Group Inc. | 505,138 | $68.9M | 0.64% | +177,625+54.2% | Added |
| Prana Capital Management, LP | 499,824 | $68.1M | 5.43% | +499,824 | New |
| Gabelli Funds LLC | 496,642 | $67.7M | 0.44% | +2,525+0.5% | Added |
| Abeille Asset Management SA | 495,702 | $67.6M | 1.93% | +495,702 | New |
| Park National Corp | 494,928 | $67.5M | 2.80% | −4,049−0.8% | Reduced |
| Employees Retirement System of Texas | 491,400 | $67.0M | 0.80% | −83,858−14.6% | Reduced |
| Basswood Capital Management, L.L.C. | 491,000 | $66.9M | 3.20% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 489,741 | $66.8M | 0.90% | −1140.0% | Reduced |
| Tiaa, FSB | 488,768 | $66.3M | 0.23% | −87,793−15.2% | Reduced |
| Stonegate Investment Group, LLC | 486,279 | $66.3M | 2.18% | +15,363+3.3% | Added |
| Umb Bank N A | 485,796 | $66.2M | 0.88% | −25,728−5.0% | Reduced |
| Dodge & Cox | 485,496 | $66.2M | 0.04% | −39,340−7.5% | Reduced |
| Gulf International Bank (UK) Ltd | 485,342 | $66.2M | 0.99% | −1100.0% | Reduced |
| EP Wealth Advisors, LLC | 484,418 | $66.0M | 1.45% | +18,180+3.9% | Added |
| PGGM Investments | 416,741 | $66.0M | 0.33% | 00.0% | Unchanged |
| Tredje AP-fonden | 484,014 | $66.0M | 1.35% | +12,000+2.5% | Added |
| RNC Capital Management LLC | 479,496 | $65.4M | 3.32% | −15,150−3.1% | Reduced |
| Bridgewater Associates, LP | 479,460 | $65.4M | 0.26% | +216,411+82.3% | Added |
| IFM Investors Pty Ltd | 474,403 | $64.7M | 1.00% | +77,353+19.5% | Added |
| Avalon Investment & Advisory | 471,136 | $64.2M | 1.55% | +56,810+13.7% | Added |
| Staley Capital Advisers Inc | 468,159 | $63.8M | 3.22% | +8,101+1.8% | Added |
| British Columbia Investment Management Corp | 456,760 | $62.3M | 0.40% | −68,755−13.1% | Reduced |
| Cerity Partners LLC | 466,425 | $62.0M | 0.96% | +37,142+8.7% | Added |
| Financial Counselors Inc | 453,969 | $61.9M | 1.28% | +19,406+4.5% | Added |
| GWM Advisors LLC | 452,650 | $61.7M | 1.07% | +27,497+6.5% | Added |