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 |
|---|---|---|---|---|---|
| E. Ohman J:or Asset Management AB | 451,750 | $61.6M | 2.06% | −23,235−4.9% | Reduced |
| Captrust Financial Advisors | 447,306 | $61.0M | 0.39% | +3,742+0.8% | Added |
| State of Alaska, Department of Revenue | 446,294 | $60.8M | 0.64% | −14,720−3.2% | Reduced |
| Tower Research Capital LLC (TRC) | 443,129 | $60.4M | 0.58% | +176,520+66.2% | Added |
| Berkshire Asset Management LLC | 442,631 | $60.3M | 3.81% | +10,398+2.4% | Added |
| Cullen/Frost Bankers, Inc. | 434,289 | $59.2M | 1.15% | −43,512−9.1% | Reduced |
| Country Trust Bank | 433,769 | $59.1M | 1.65% | +32,592+8.1% | Added |
| Citadel Advisors LLC | 432,533 | $59.0M | 0.07% | +26,197+6.4% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 430,994 | $58.8M | 1.25% | +15,314+3.7% | Added |
| Balyasny Asset Management LLC | 430,310 | $58.7M | 0.26% | +372,823+648.5% | Added |
| Ferguson Wellman Capital Management, Inc | 428,705 | $58.4M | 1.84% | −40,957−8.7% | Reduced |
| Barrett Asset Management, LLC | 426,470 | $58.1M | 2.43% | −803−0.2% | Reduced |
| Mackay Shields LLC | 424,796 | $57.9M | 0.51% | −16,698−3.8% | Reduced |
| Polaris Capital Management, LLC | 422,651 | $57.6M | 1.83% | −16,100−3.7% | Reduced |
| Banco Santander, S.A. | 422,312 | $57.6M | 0.62% | +48,196+12.9% | Added |
| Bowen Hanes & Co Inc | 420,921 | $57.4M | 1.71% | −3,800−0.9% | Reduced |
| Prio Wealth Limited Partnership | 420,048 | $57.3M | 1.89% | +1,036+0.2% | Added |
| Beacon Pointe Advisors, LLC | 418,434 | $57.0M | 0.78% | +233,620+126.4% | Added |
| Schonfeld Strategic Advisors LLC | 416,200 | $56.7M | 0.63% | +400,354+2,526.5% | Added |
| Mutual of America Capital Management LLC | 413,330 | $56.3M | 0.60% | +4,136+1.0% | Added |
| Pinnacle Associates Ltd | 408,913 | $55.7M | 0.99% | +5,566+1.4% | Added |
| Gamco Investors, Inc. Et Al | 407,073 | $55.5M | 0.50% | −10,664−2.6% | Reduced |
| Becker Capital Management Inc | 403,889 | $55.1M | 2.22% | +487+0.1% | Added |
| Private Advisor Group, LLC | 403,030 | $54.9M | 0.42% | +62,615+18.4% | Added |
| Guidance Point Advisors, LLC | 400,568 | $54.6M | 20.68% | +1250.0% | Added |
| Seizert Capital Partners, LLC | 399,652 | $54.5M | 2.50% | −6,663−1.6% | Reduced |
| Cambridge Trust Co | 399,245 | $54.4M | 1.91% | +3,075+0.8% | Added |
| PEAK6 Investments LLC | 399,227 | $54.4M | 1.62% | +389,194+3,879.1% | Added |
| Pinnacle Financial Partners Inc | 399,136 | $54.4M | 1.72% | +8,884+2.3% | Added |
| Steward Partners Investment Advisory, LLC | 398,714 | $54.4M | 0.84% | −9,015−2.2% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 395,422 | $53.9M | 0.53% | +24,484+6.6% | Added |
| Miller Value Partners, LLC | 394,190 | $53.7M | 2.04% | −11,019−2.7% | Reduced |
| Davis R M Inc | 389,276 | $53.1M | 1.26% | +14,014+3.7% | Added |
| MAI Capital Management | 387,894 | $52.9M | 0.90% | +22,100+6.0% | Added |
| SEI Investments Co | 386,334 | $52.8M | 0.11% | −37,168−8.8% | Reduced |
| Lazard Asset Management LLC | 383,501 | $52.3M | 0.06% | −223,579−36.8% | Reduced |
| Texas Permanent School Fund | 383,322 | $52.3M | 0.71% | −22,489−5.5% | Reduced |
| Nicholas Company, Inc. | 382,565 | $52.2M | 0.93% | −400.0% | Reduced |
| Investment Management Corp of Ontario | 380,000 | $51.8M | 4.80% | 00.0% | Unchanged |
| Waters Parkerson & Co., LLC | 379,713 | $51.8M | 2.89% | +7,775+2.1% | Added |
| Two Sigma Advisers, LP | 379,700 | $51.8M | 0.14% | +379,700 | New |
| Brandes Investment Partners, LP | 379,411 | $51.7M | 1.11% | +21,578+6.0% | Added |
| Edmond de Rothschild Holding S.A. | 376,459 | $51.3M | 1.13% | −199,524−34.6% | Reduced |
| Kestra Advisory Services, LLC | 376,303 | $51.3M | 0.53% | −10,393−2.7% | Reduced |
| Washington Trust Co | 375,632 | $51.2M | 2.03% | +10,313+2.8% | Added |
| InterOcean Capital Group, LLC | 374,900 | $51.1M | 2.19% | +18,629+5.2% | Added |
| RMB Capital Management, LLC | 374,385 | $51.0M | 1.61% | +10,115+2.8% | Added |
| Glenview Trust Co | 372,924 | $50.8M | 1.65% | +70,834+23.4% | Added |
| Phoenix Holdings Ltd. | 371,901 | $50.7M | 0.88% | −49,709−11.8% | Reduced |
| Associated Banc-Corp | 371,601 | $50.7M | 1.95% | −1,810−0.5% | Reduced |
| Meitav Dash Investments Ltd | 370,686 | $50.6M | 0.76% | −309,617−45.5% | Reduced |
| Oppenheimer & Co Inc | 367,236 | $50.1M | 0.90% | +32,327+9.7% | Added |
| TCTC Holdings, LLC | 366,847 | $50.0M | 2.06% | +13,313+3.8% | Added |
| Swiss Life Asset Management Ltd | 366,631 | $50.0M | 0.70% | −12,558−3.3% | Reduced |
| Penserra Capital Management LLC | 359,477 | $49.0M | 1.16% | +99,185+38.1% | Added |
| Westpac Banking Corp | 356,872 | $48.6M | 0.56% | −55,912−13.5% | Reduced |
| Vaughan David Investments LLC | 355,061 | $48.4M | 1.43% | +1,464+0.4% | Added |
| Conning Inc. | 351,338 | $47.9M | 1.30% | +20,716+6.3% | Added |
| Synovus Financial Corp | 349,761 | $47.7M | 0.51% | −14,000−3.8% | Reduced |
| Cambiar Investors LLC | 348,732 | $47.5M | 1.79% | +15,756+4.7% | Added |
| Henshaw Capital LLC | 348,086 | $47.5M | 2.78% | +306+0.1% | Added |
| Impax Asset Management Group plc | 346,343 | $47.2M | 0.20% | +34,177+10.9% | Added |
| D.A. Davidson & Co. | 345,604 | $47.1M | 0.51% | −32,253−8.5% | Reduced |
| Bokf, NA | 345,055 | $47.0M | 0.78% | −52,778−13.3% | Reduced |
| Wafra Inc. | 341,442 | $46.5M | 1.61% | −223,945−39.6% | Reduced |
| Virginia Retirement Systems Et Al | 340,358 | $46.4M | 0.43% | 00.0% | Unchanged |
| Global Frontier Investments LLC | 339,000 | $46.2M | 17.87% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 338,271 | $46.1M | 4.85% | +3,582+1.1% | Added |
| Smith Chas P & Associates Pa Cpas | 337,231 | $46.0M | 3.47% | +8,943+2.7% | Added |
| Foundry Partners, LLC | 331,904 | $45.2M | 2.31% | −6,795−2.0% | Reduced |
| Private Management Group Inc | 328,447 | $44.8M | 1.81% | +13,906+4.4% | Added |
| Zurich Insurance Group Ltd | 328,363 | $44.8M | 0.55% | +300,563+1,081.2% | Added |
| Fiduciary Trust Co | 325,565 | $44.4M | 0.80% | +3,766+1.2% | Added |
| Locust Wood Capital Advisers, LLC | 324,002 | $44.2M | 2.80% | +3,366+1.0% | Added |
| Stephens Inc | 323,309 | $44.1M | 0.72% | +29,408+10.0% | Added |
| Industrial Alliance Investment Management Inc. | 321,002 | $43.8M | 1.04% | +46,179+16.8% | Added |
| Alpha Cubed Investments, LLC | 320,862 | $43.7M | 2.80% | +53,907+20.2% | Added |
| Palladium Partners LLC | 320,582 | $43.7M | 1.92% | −2,611−0.8% | Reduced |
| Raymond James Trust N.A. | 318,430 | $43.4M | 1.34% | +2,770+0.9% | Added |
| WestEnd Advisors, LLC | – | $43.4M | 1.17% | – | – |
| Clark Capital Management Group, Inc. | 317,723 | $43.3M | 0.48% | −293,077−48.0% | Reduced |
| Madison Asset Management, LLC | 317,543 | $43.3M | 0.62% | −3,078−1.0% | Reduced |
| Wesbanco Bank Inc | 316,645 | $43.2M | 1.63% | +2,369+0.8% | Added |
| Ninety One UK Ltd | 316,280 | $43.1M | 0.11% | +129,542+69.4% | Added |
| Unigestion Holding SA | 299,935 | $42.2M | 1.80% | +5,407+1.8% | Added |
| People's United Financial, Inc. | 308,012 | $42.0M | 1.20% | −66,467−17.7% | Reduced |
| Donaldson Capital Management, LLC | 307,568 | $41.9M | 1.91% | +2,453+0.8% | Added |
| Border to Coast Pensions Partnership Ltd | 308,198 | $41.9M | 1.19% | −28,896−8.6% | Reduced |
| Eastern Bank | 307,017 | $41.9M | 1.94% | −21,576−6.6% | Reduced |
| Carnegie Capital Asset Management, LLC | 305,823 | $41.7M | 1.52% | −850.0% | Reduced |
| Parsec Financial Management, Inc. | 304,959 | $41.6M | 1.77% | −1,964−0.6% | Reduced |
| First Manhattan Co | 302,971 | $41.3M | 0.14% | +45,628+17.7% | Added |
| Ancora Advisors, LLC | 302,554 | $41.2M | 1.01% | −628−0.2% | Reduced |
| Massmutual Trust Co FSB | 302,054 | $41.2M | 1.56% | +17,058+6.0% | Added |
| Beacon Investment Advisory Services, Inc. | 299,995 | $40.9M | 1.74% | −1040.0% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 299,923 | $40.9M | 1.42% | −1,916−0.6% | Reduced |
| Advisors Capital Management, LLC | 295,540 | $40.3M | 1.10% | +15,731+5.6% | Added |
| Bridges Investment Management Inc | 293,863 | $40.1M | 1.24% | −421−0.1% | Reduced |
| Hartford Investment Management Co | 292,150 | $39.8M | 1.04% | −20,844−6.7% | Reduced |
| Capital Advisors Inc | 291,606 | $39.8M | 1.09% | +4,788+1.7% | Added |