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
- 3,519
- −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 | 5,157 | $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 |
|---|---|---|---|---|---|
| Whittier Trust Co of Nevada Inc | 290,797 | $39.6M | 1.44% | +18,088+6.6% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 287,721 | $39.2M | 0.63% | −2,869−1.0% | Reduced |
| Nan Shan Life Insurance Co., Ltd. | 287,090 | $39.1M | 0.69% | −57,300−16.6% | Reduced |
| Mercer Global Advisors Inc | 286,341 | $39.0M | 0.23% | +18,110+6.8% | Added |
| Roffman Miller Associates Inc | 285,359 | $38.9M | 2.89% | −3,909−1.4% | Reduced |
| PM Capital Ltd | 284,889 | $38.8M | 7.59% | +37,911+15.3% | Added |
| North Star Investment Management Corp. | 281,315 | $38.3M | 2.99% | −6,566−2.3% | Reduced |
| Vigilant Capital Management, LLC | 280,992 | $38.3M | 2.92% | +12,349+4.6% | Added |
| Senvest Management, LLC | 280,000 | $38.2M | 1.10% | +280,000 | New |
| B. Metzler seel. Sohn & Co. AG | 276,568 | $37.7M | 0.50% | +2,473+0.9% | Added |
| Giverny Capital Inc.SuperinvestorGiverny Capital | 276,548 | $37.7M | 2.13% | +9,261+3.5% | Added |
| Smith Group Asset Management, LLC | 275,993 | $37.6M | 1.99% | −25,624−8.5% | Reduced |
| ZWJ Investment Counsel Inc | 275,084 | $37.5M | 1.98% | +492+0.2% | Added |
| Miller Howard Investments Inc | 274,877 | $37.5M | 1.31% | +271,290+7,563.1% | Added |
| ING Groep NV | 272,611 | $37.2M | 0.37% | −698,591−71.9% | Reduced |
| Vantage Investment Partners, LLC | 271,678 | $37.0M | 1.85% | +1,920+0.7% | Added |
| Todd Asset Management LLC | 266,960 | $36.4M | 0.80% | −78,704−22.8% | Reduced |
| Jupiter Asset Management Ltd | 265,783 | $36.2M | 0.43% | −42,349−13.7% | Reduced |
| Flputnam Investment Management Co | 265,192 | $36.2M | 1.15% | −732−0.3% | Reduced |
| Gillespie Robinson & Grimm Inc | 262,873 | $35.8M | 3.14% | +4,907+1.9% | Added |
| Chilton Capital Management LLC | 262,328 | $35.8M | 1.88% | +3,272+1.3% | Added |
| First National Bank of Omaha | 262,306 | $35.8M | 1.83% | −6,437−2.4% | Reduced |
| Caisse de Depot Et Placement du Quebec | 260,768 | $35.5M | 0.08% | −146,632−36.0% | Reduced |
| Commerzbank Aktiengesellschaft | 260,436 | $35.5M | 2.02% | −157,068−37.6% | Reduced |
| Candriam Luxembourg S.C.A. | 259,672 | $35.4M | 0.24% | −16,728−6.1% | Reduced |
| Nexus Investment Management ULC | 259,072 | $35.3M | 3.71% | +585+0.2% | Added |
| Destination Wealth Management | 258,939 | $35.3M | 1.31% | +96,272+59.2% | Added |
| Polar Capital Holdings Plc | 258,485 | $35.2M | 0.21% | +13,517+5.5% | Added |
| Nippon Life Global Investors Americas, Inc. | 256,960 | $35.0M | 1.87% | −40,200−13.5% | Reduced |
| Polaris Wealth Advisory Group, LLC | 266,747 | $35.0M | 2.34% | +194,134+267.4% | Added |
| Deprince Race & Zollo Inc | 256,250 | $34.9M | 0.68% | +256,250 | New |
| ArrowMark Colorado Holdings LLC | 255,989 | $34.9M | 0.31% | −7,600−2.9% | Reduced |
| Taurus Asset Management, LLC | 255,125 | $34.8M | 3.50% | +471+0.2% | Added |
| Vontobel Holding Ltd. | 245,693 | $34.5M | 0.30% | +62,381+34.0% | Added |
| Sabal Trust CO | 252,974 | $34.5M | 2.39% | +4,011+1.6% | Added |
| Capitolis Advisors LLC | 252,613 | $34.4M | 1.73% | −333,141−56.9% | Reduced |
| Bryn Mawr Trust Co | 251,514 | $34.3M | 1.34% | −17,346−6.5% | Reduced |
| Baskin Financial Services Inc. | 249,178 | $34.0M | 2.99% | −1,282−0.5% | Reduced |
| First National Trust Co | 248,056 | $33.8M | 1.75% | +11,003+4.6% | Added |
| Cetera Investment Advisers | 246,371 | $33.6M | 0.48% | +16,132+7.0% | Added |
| Chartwell Investment Partners, LLC | 246,161 | $33.6M | 1.12% | −1,673−0.7% | Reduced |
| Securian Asset Management, Inc | 245,899 | $33.5M | 0.65% | −3,302−1.3% | Reduced |
| Argent Trust Co | 244,839 | $33.4M | 2.03% | +1,608+0.7% | Added |
| Meyer Handelman Co | 244,141 | $33.3M | 1.28% | +511+0.2% | Added |
| Fishman Jay A Ltd | 242,921 | $33.1M | 3.65% | +2,682+1.1% | Added |
| Daiwa Securities Group Inc. | 242,525 | $33.1M | 0.21% | −44,846−15.6% | Reduced |
| Stratos Wealth Partners, LTD. | 241,952 | $33.0M | 0.74% | +9,611+4.1% | Added |
| Capstone Investment Advisors, LLC | 241,729 | $33.0M | 0.71% | +240,066+14,435.7% | Added |
| Spears Abacus Advisors LLC | 240,728 | $32.8M | 2.44% | +3,448+1.5% | Added |
| Barr E S & Co | 240,653 | $32.8M | 2.25% | +1,542+0.6% | Added |
| Alberta Investment Management Corp | 237,700 | $32.4M | 0.19% | −171,283−41.9% | Reduced |
| Simplex Trading, LLC | 237,704 | $32.4M | 1.03% | +237,704 | New |
| Crestwood Advisors Group LLC | 237,679 | $32.4M | 0.91% | −5,347−2.2% | Reduced |
| Xponance, Inc. | 237,296 | $32.3M | 0.54% | −15,771−6.2% | Reduced |
| Busey Wealth Management | 235,984 | $32.2M | 1.29% | −11,421−4.6% | Reduced |
| Ingalls & Snyder LLC | 235,450 | $32.1M | 1.45% | +22,805+10.7% | Added |
| Private Wealth Partners, LLC | 235,050 | $32.0M | 2.87% | +375+0.2% | Added |
| Stock Yards Bank & Trust Co | 233,832 | $31.9M | 1.77% | +661+0.3% | Added |
| Welch Group, LLC | 232,684 | $31.7M | 1.81% | +188,102+421.9% | Added |
| NS Partners Ltd | 230,955 | $31.5M | 1.68% | −9,199−3.8% | Reduced |
| Central Securities Corp | 230,000 | $31.4M | 3.33% | 00.0% | Unchanged |
| Braun Stacey Associates Inc | 229,888 | $31.3M | 1.30% | −36,757−13.8% | Reduced |
| Covington Capital Management | 229,193 | $31.2M | 1.12% | +16,167+7.6% | Added |
| Elo Mutual Pension Insurance Co | 227,961 | $31.1M | 0.90% | +3,071+1.4% | Added |
| Maryland State Retirement & Pension System | 227,088 | $31.0M | 0.84% | +1,792+0.8% | Added |
| Gradient Investments LLC | 226,847 | $30.9M | 0.79% | −1,904−0.8% | Reduced |
| First Foundation Advisors | 226,606 | $30.9M | 1.12% | +19,666+9.5% | Added |
| Anchor Capital Advisors LLC | 226,494 | $30.9M | 0.66% | −13,163−5.5% | Reduced |
| HBK Sorce Advisory LLC | 226,201 | $30.8M | 1.69% | −5,580−2.4% | Reduced |
| Clifford Swan Investment Counsel LLC | 225,927 | $30.8M | 1.14% | +3,047+1.4% | Added |
| Roosevelt Investment Group LLC | 223,851 | $30.5M | 1.82% | +5,547+2.5% | Added |
| Cantor Fitzgerald Investment Adviser L.P. | 222,422 | $30.3M | 1.35% | +99,636+81.1% | Added |
| Highland Capital Management, LLC | 220,457 | $30.1M | 1.80% | +1,018+0.5% | Added |
| Heritage Investors Management Corp | 218,624 | $29.8M | 1.19% | +4,170+1.9% | Added |
| Schwerin Boyle Capital Management Inc | 218,476 | $29.8M | 2.48% | −2,550−1.2% | Reduced |
| Matrix Asset Advisors Inc | 218,372 | $29.8M | 4.00% | +2,690+1.2% | Added |
| Levin Capital Strategies, L.P. | 218,132 | $29.7M | 2.93% | −21,735−9.1% | Reduced |
| Mill Capital Management, LLC | 218,121 | $29.7M | 2.84% | +19,201+9.7% | Added |
| PFS Investments Inc. | 217,461 | $29.6M | 0.56% | +2,408+1.1% | Added |
| Johnson Investment Counsel Inc | 217,034 | $29.6M | 0.37% | −11,004−4.8% | Reduced |
| Cornerstone Advisors, LLC | 217,000 | $29.6M | 1.74% | −40,000−15.6% | Reduced |
| Northeast Investment Management | 216,560 | $29.5M | 1.55% | +2,217+1.0% | Added |
| Markel Group Inc.SuperinvestorMarkel Group | 216,550 | $29.5M | 0.35% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 215,050 | $29.3M | 0.36% | −5,189−2.4% | Reduced |
| Venture Visionary Partners LLC | 214,938 | $29.3M | 1.95% | +1,458+0.7% | Added |
| Klingenstein Fields & Co LP | 214,284 | $29.2M | 1.25% | −290−0.1% | Reduced |
| Hancock Whitney Corp | 212,125 | $28.9M | 0.98% | −3,961−1.8% | Reduced |
| Howard Capital Management Group, LLC | 211,098 | $28.8M | 2.62% | −658−0.3% | Reduced |
| Moody Lynn & Lieberson, LLC | 210,835 | $28.7M | 2.10% | −74,179−26.0% | Reduced |
| Jane Street Group, LLC | 210,047 | $28.6M | 0.05% | +18,714+9.8% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 206,802 | $28.5M | 2.06% | 00.0% | Unchanged |
| Front Barnett Associates LLC | 209,156 | $28.5M | 2.87% | −1,500−0.7% | Reduced |
| Oak Associates, Ltd | 208,855 | $28.5M | 1.74% | −2,890−1.4% | Reduced |
| South Dakota Investment Council | 208,653 | $28.4M | 0.56% | −69,346−24.9% | Reduced |
| Martingale Asset Management L P | 208,529 | $28.4M | 0.43% | +172,039+471.5% | Added |
| Manitou Investment Management Ltd. | 208,062 | $28.4M | 4.36% | +57,369+38.1% | Added |
| Galvin, Gaustad & Stein, LLC | 207,468 | $28.3M | 2.55% | +6,887+3.4% | Added |
| Eagle Global Advisors LLC | 207,069 | $28.2M | 1.74% | −107−0.1% | Reduced |
| NorthCrest Asset Manangement, LLC | 206,810 | $28.2M | 1.34% | +108,886+111.2% | Added |
| Pictet & Cie (Europe) SA | 206,610 | $28.2M | 1.08% | +3,500+1.7% | Added |