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 |
|---|---|---|---|---|---|
| MMBG Investment Advisors Co. | 206,317 | $28.1M | 2.93% | +5,407+2.7% | Added |
| Brinker Capital Investments, LLC | 205,364 | $28.0M | 0.43% | −16,871−7.6% | Reduced |
| Stewart & Patten Co LLC | 204,730 | $27.9M | 4.48% | −4,064−1.9% | Reduced |
| Estabrook Capital Management | 204,478 | $27.9M | 4.10% | −1,921−0.9% | Reduced |
| LMCG Investments, LLC | 203,512 | $27.7M | 1.61% | +203,512 | New |
| Oakworth Capital, Inc. | 203,357 | $27.7M | 2.39% | +15,180+8.1% | Added |
| Squarepoint Ops LLC | 203,116 | $27.7M | 0.21% | +50,866+33.4% | Added |
| St Germain D J Co Inc | 202,418 | $27.6M | 1.55% | +1,527+0.8% | Added |
| Chesley Taft & Associates LLC | 209,270 | $27.5M | 1.61% | −283−0.1% | Reduced |
| AE Wealth Management LLC | 201,274 | $27.4M | 0.19% | −8,395−4.0% | Reduced |
| Capital International Ltd | 199,847 | $27.2M | 1.55% | −65,627−24.7% | Reduced |
| Erste Asset Management GmbH | 194,435 | $27.2M | 0.52% | −100,659−34.1% | Reduced |
| Smith, Salley & Associates | 198,175 | $27.0M | 2.04% | +1,776+0.9% | Added |
| Salem Investment Counselors Inc | 197,826 | $27.0M | 1.06% | +311+0.2% | Added |
| Capital International Sarl | 197,516 | $26.9M | 1.34% | −24,235−10.9% | Reduced |
| Crossmark Global Holdings, Inc. | 197,224 | $26.9M | 0.60% | −11,773−5.6% | Reduced |
| Shufro Rose & Co LLC | 196,687 | $26.8M | 2.07% | −3,970−2.0% | Reduced |
| Cetera Advisors LLC | 193,587 | $26.4M | 0.53% | +5,681+3.0% | Added |
| Franklin Street Advisors Inc | 192,985 | $26.3M | 2.12% | −32,824−14.5% | Reduced |
| LaFleur & Godfrey LLC | 192,200 | $26.2M | 3.52% | +2,872+1.5% | Added |
| Atria Investments LLC | 191,436 | $26.1M | 0.46% | +8,365+4.6% | Added |
| Wealthfront Advisers LLC | 188,499 | $25.7M | 0.11% | −15,627−7.7% | Reduced |
| Community Trust & Investment Co | 188,421 | $25.7M | 2.27% | +4,772+2.6% | Added |
| Kentucky Retirement Systems | 188,370 | $25.7M | 1.05% | +8,318+4.6% | Added |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 187,499 | $25.6M | 0.47% | +174,400+1,331.4% | Added |
| Janney Capital Management LLC | 186,985 | $25.5M | 1.81% | −260.0% | Reduced |
| Morningstar Investment Services LLC | 180,197 | $25.4M | 0.28% | −279−0.2% | Reduced |
| Central Trust Co | 184,994 | $25.2M | 0.72% | −829−0.4% | Reduced |
| Lido Advisors, LLC | 184,992 | $25.2M | 0.48% | +29,825+19.2% | Added |
| National Mutual Insurance Federation of Agricultural Cooperatives | 184,900 | $25.2M | 0.22% | −43,000−18.9% | Reduced |
| FineMark National Bank & Trust | 184,610 | $25.2M | 1.01% | +2,688+1.5% | Added |
| Silvercrest Asset Management Group LLC | 184,205 | $25.1M | 0.16% | −11,939−6.1% | Reduced |
| Wade G W & Inc | 183,663 | $25.0M | 1.07% | +8,923+5.1% | Added |
| Sandy Spring Bank | 183,207 | $25.0M | 1.27% | +3,679+2.0% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 182,545 | $24.9M | 0.09% | −30,763−14.4% | Reduced |
| Cardinal Capital Management, Inc. | 182,547 | $24.9M | 1.21% | +7,431+4.2% | Added |
| Hyman Charles D | 181,662 | $24.8M | 1.56% | +1,520+0.8% | Added |
| Campbell Newman Asset Management Inc | 181,520 | $24.7M | 2.38% | −74,356−29.1% | Reduced |
| Tower Bridge Advisors | 180,207 | $24.6M | 1.64% | −162−0.1% | Reduced |
| Louisiana State Employees Retirement System | 186,500 | $24.5M | 0.58% | +1,300+0.7% | Added |
| Veritable, L.P. | 179,649 | $24.5M | 0.38% | −6,105−3.3% | Reduced |
| Metropolitan Life Insurance Co | 179,520 | $24.5M | 0.87% | −155,118−46.4% | Reduced |
| Palisade Capital Management LLC | 178,592 | $24.3M | 0.56% | −11,906−6.2% | Reduced |
| Marco Investment Management LLC | 177,850 | $24.2M | 2.46% | +13,358+8.1% | Added |
| Ruffer LLP | 177,693 | $24.2M | 0.57% | −25,035−12.3% | Reduced |
| American Assets Investment Management, LLC | 177,600 | $24.2M | 2.56% | 00.0% | Unchanged |
| Cinctive Capital Management LP | 177,498 | $24.2M | 1.09% | +177,498 | New |
| Ieq Capital, LLC | 177,273 | $24.2M | 0.58% | −4,638−2.5% | Reduced |
| Appleton Partners Inc | 176,551 | $24.1M | 1.97% | +6,609+3.9% | Added |
| Congress Asset Management Co | 175,945 | $24.0M | 0.20% | −828−0.5% | Reduced |
| Independent Advisor Alliance | 175,431 | $23.9M | 1.15% | +19,363+12.4% | Added |
| Trexquant Investment LP | 175,235 | $23.9M | 1.12% | +175,235 | New |
| Payden & Rygel | 174,806 | $23.8M | 1.20% | −115,850−39.9% | Reduced |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 175,990 | $23.8M | 1.65% | 00.0% | Unchanged |
| Northeast Financial Consultants Inc | 174,645 | $23.8M | 1.38% | +9,127+5.5% | Added |
| MBB Public Markets I LLC | 174,081 | $23.7M | 0.49% | +148,708+586.1% | Added |
| Howe & Rusling Inc | 173,064 | $23.6M | 2.73% | −2,642−1.5% | Reduced |
| Wharton Business Group, LLC | 173,063 | $23.6M | 1.43% | +1,167+0.7% | Added |
| Maple Capital Management, Inc. | 172,897 | $23.6M | 2.77% | +3,696+2.2% | Added |
| Cumberland Partners Ltd | 172,420 | $23.5M | 1.78% | −55,178−24.2% | Reduced |
| Doyle Wealth Management | 172,420 | $23.5M | 1.69% | +5,076+3.0% | Added |
| KCM Investment Advisors LLC | 172,033 | $23.5M | 0.86% | +2,116+1.2% | Added |
| New Mexico Educational Retirement Board | 171,850 | $23.4M | 0.87% | −10,700−5.9% | Reduced |
| Randolph Co Inc | 171,440 | $23.4M | 3.00% | −3,762−2.1% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 171,209 | $23.3M | 1.70% | +2,351+1.4% | Added |
| Tocqueville Asset Management L.P. | 171,030 | $23.3M | 0.35% | +10,902+6.8% | Added |
| Wilsey Asset Management Inc | 170,868 | $23.3M | 5.35% | +9,520+5.9% | Added |
| Thomasville National Bank | 170,846 | $23.3M | 2.25% | −2,376−1.4% | Reduced |
| BTR Capital Management Inc | 170,791 | $23.3M | 2.86% | +1,309+0.8% | Added |
| Capital Investment Advisors, LLC | 170,342 | $23.2M | 0.71% | +12,718+8.1% | Added |
| Cullinan Associates Inc | 170,159 | $23.2M | 1.22% | +14,438+9.3% | Added |
| Aristotle Atlantic Partners, LLC | 169,925 | $23.2M | 1.43% | −1,843−1.1% | Reduced |
| Congress Wealth Management LLC | 169,368 | $23.1M | 0.50% | +2,817+1.7% | Added |
| Absher Wealth Management, LLC | 168,877 | $23.0M | 3.93% | +33,534+24.8% | Added |
| Lowe Brockenbrough & Co Inc | 167,532 | $22.8M | 1.69% | +603+0.4% | Added |
| Achmea Investment Management B.V. | 166,560 | $22.7M | 0.59% | −23,423−12.3% | Reduced |
| Bank of Nova Scotia Trust Co | 165,675 | $22.6M | 1.97% | −37,104−18.3% | Reduced |
| Baker Avenue Asset Management, LP | 164,691 | $22.5M | 1.22% | −3,359−2.0% | Reduced |
| McDonald Capital Investors Inc | 163,722 | $22.3M | 1.59% | −470.0% | Reduced |
| Old National Bancorp | 163,526 | $22.3M | 0.82% | −5,969−3.5% | Reduced |
| Carret Asset Management, LLC | 163,508 | $22.3M | 2.55% | +799+0.5% | Added |
| Arvest Trust Co N A | 162,475 | $22.1M | 1.23% | −2,543−1.5% | Reduced |
| Villere St Denis J & Co LLC | 161,906 | $22.1M | 1.31% | +6,550+4.2% | Added |
| First Fiduciary Investment Counsel, Inc. | 161,338 | $22.0M | 4.29% | +1,725+1.1% | Added |
| Farmers & Merchants Investments Inc | 160,963 | $21.9M | 0.83% | +6,715+4.4% | Added |
| Abner Herrman & Brock LLC | 160,148 | $21.8M | 3.07% | −138−0.1% | Reduced |
| Rothschild Investment Corp | 159,291 | $21.7M | 1.71% | −138−0.1% | Reduced |
| South State Corp. | 159,171 | $21.7M | 1.73% | +4,533+2.9% | Added |
| Brewin Dolphin Ltd | 158,341 | $21.6M | 0.88% | +6,268+4.1% | Added |
| Foster Dykema Cabot & Co Inc | 157,978 | $21.5M | 2.60% | +1,298+0.8% | Added |
| Rockland Trust Co | 157,655 | $21.5M | 1.37% | +11,351+7.8% | Added |
| Blue Chip Partners, Inc. | 156,824 | $21.4M | 2.66% | +3,990+2.6% | Added |
| Citizens Financial Group Inc | 156,561 | $21.3M | 0.75% | −27,013−14.7% | Reduced |
| Willis Investment Counsel | 156,080 | $21.3M | 1.13% | −3,191−2.0% | Reduced |
| Alpine Woods Capital Investors, LLC | 155,932 | $21.3M | 2.24% | +51,585+49.4% | Added |
| Hosking Partners LLP | 155,278 | $21.2M | 0.55% | −3,597−2.3% | Reduced |
| Kemnay Advisory Services Inc. | 153,947 | $21.0M | 3.74% | 00.0% | Unchanged |
| SeaTown Holdings Pte. Ltd. | 152,740 | $20.8M | 1.55% | +9,000+6.3% | Added |
| Pacer Advisors, Inc. | 151,938 | $20.7M | 0.17% | −1,579−1.0% | Reduced |
| Allen Investment Management LLC | 151,653 | $20.7M | 0.28% | 00.0% | Unchanged |