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 |
|---|---|---|---|---|---|
| Neville Rodie & Shaw Inc | 152,308 | $20.6M | 1.53% | +3,515+2.4% | Added |
| Trust Co of Vermont | 150,489 | $20.5M | 1.39% | +3,701+2.5% | Added |
| Illinois Municipal Retirement Fund | 150,355 | $20.5M | 0.60% | −21,538−12.5% | Reduced |
| Azimuth Capital Management LLC | 150,160 | $20.5M | 0.88% | −1,148−0.8% | Reduced |
| Armistice Capital, LLC | 150,000 | $20.4M | 0.58% | +150,000 | New |
| Dana Investment Advisors, Inc. | 149,969 | $20.4M | 0.94% | −64,313−30.0% | Reduced |
| Dixon Mitchell Investment Counsel Inc. | 148,613 | $20.3M | 1.21% | +6,383+4.5% | Added |
| Wesleyan Assurance Society | 147,707 | $20.1M | 2.45% | −2,500−1.7% | Reduced |
| Banque Pictet & Cie SA | 146,969 | $20.0M | 0.15% | −9,333−6.0% | Reduced |
| Bailard, Inc. | 145,727 | $19.9M | 0.67% | +1,337+0.9% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 145,692 | $19.9M | 1.33% | +1,300+0.9% | Added |
| Vancity Investment Management Ltd | 145,307 | $19.8M | 2.34% | −4,642−3.1% | Reduced |
| Norinchukin Bank, The | 145,261 | $19.8M | 0.26% | +21,273+17.2% | Added |
| Atria Wealth Solutions, Inc. | 144,833 | $19.7M | 0.33% | +144,833 | New |
| O'Shaughnessy Asset Management, LLC | 144,549 | $19.7M | 0.33% | +10,003+7.4% | Added |
| Lockheed Martin Investment Management Co | 143,680 | $19.6M | 1.08% | +24,860+20.9% | Added |
| Patten & Patten Inc | 142,752 | $19.5M | 1.42% | +229+0.2% | Added |
| Resources Management Corp | 142,727 | $19.5M | 2.72% | +334+0.2% | Added |
| U.S. Capital Wealth Advisors, LLC | 142,186 | $19.4M | 0.71% | +9,439+7.1% | Added |
| Private Asset Management Inc | 141,908 | $19.3M | 2.62% | −2,969−2.0% | Reduced |
| Narwhal Capital Management | 141,645 | $19.3M | 2.26% | +2,041+1.5% | Added |
| Parsons Capital Management Inc | 141,537 | $19.3M | 1.46% | +916+0.7% | Added |
| Cresset Asset Management, LLC | 139,788 | $19.1M | 0.20% | −23,755−14.5% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 137,363 | $18.9M | 0.25% | −52,780−27.8% | Reduced |
| Bollard Group LLC | 138,243 | $18.8M | 0.60% | +133+0.1% | Added |
| Maryland Capital Management | 138,121 | $18.8M | 1.18% | +15,968+13.1% | Added |
| Cypress Capital Management LLC | 137,852 | $18.8M | 2.36% | −629−0.5% | Reduced |
| BLB&B Advisors, LLC | 137,221 | $18.7M | 1.26% | +3,570+2.7% | Added |
| Ziegler Capital Management, LLC | 137,747 | $18.7M | 0.79% | −62,722−31.3% | Reduced |
| Banque Cantonale Vaudoise | 137,039 | $18.7M | 0.81% | −2,454−1.8% | Reduced |
| Courant Investment Management LLC | 136,592 | $18.6M | 16.58% | 00.0% | Unchanged |
| Noesis Capital Mangement Corp | 136,413 | $18.6M | 4.47% | +3,867+2.9% | Added |
| Easterly Investment Partners LLC | 135,980 | $18.5M | 1.40% | −4,542−3.2% | Reduced |
| Verity & Verity, LLC | 135,619 | $18.5M | 2.56% | +8,287+6.5% | Added |
| Sequoia Financial Advisors, LLC | 135,222 | $18.4M | 0.46% | +41,252+43.9% | Added |
| First American Bank | 134,755 | $18.4M | 1.55% | −10,884−7.5% | Reduced |
| Fukoku Mutual Life Insurance Co | 134,500 | $18.3M | 1.39% | −12,241−8.3% | Reduced |
| IFP Advisors, Inc | 215,548 | $18.3M | 0.24% | +131,400+156.2% | Added |
| Jones Financial Companies LLLP | 133,110 | $18.1M | 0.03% | +1,947+1.5% | Added |
| Bank of the West | 132,913 | $18.1M | 1.87% | +299+0.2% | Added |
| Moors & Cabot, Inc. | 132,475 | $18.1M | 1.11% | +5,051+4.0% | Added |
| United Asset Strategies, Inc. | 132,438 | $18.1M | 2.30% | +7,208+5.8% | Added |
| Logan Capital Management Inc | 132,385 | $18.0M | 0.87% | −98−0.1% | Reduced |
| Avantax Advisory Services, Inc. | 132,249 | $18.0M | 0.25% | +6,833+5.4% | Added |
| Fort Pitt Capital Group, LLC | 130,908 | $17.8M | 0.67% | +20,591+18.7% | Added |
| Hi-Line Capital Management, LLC | 130,441 | $17.8M | 6.06% | +1,432+1.1% | Added |
| Northwestern Mutual Investment Management Company, LLC | 129,990 | $17.7M | 0.39% | −18,260−12.3% | Reduced |
| Aptus Capital Advisors, LLC | 129,186 | $17.6M | 0.54% | +19,984+18.3% | Added |
| Kanawha Capital Management LLC | 129,080 | $17.6M | 1.55% | +2,579+2.0% | Added |
| Callahan Advisors, LLC | 128,994 | $17.6M | 2.01% | +2,574+2.0% | Added |
| Atlantic Union Bankshares Corp | 128,038 | $17.5M | 1.53% | +450.0% | Added |
| Middleton & Co Inc | 127,780 | $17.4M | 1.86% | −620.0% | Reduced |
| Albion Financial Group | 127,530 | $17.4M | 1.48% | −338−0.3% | Reduced |
| Stonebridge Capital Advisors LLC | 127,173 | $17.3M | 1.87% | +8,571+7.2% | Added |
| Ironvine Capital Partners, LLC | 126,817 | $17.3M | 1.86% | −1,747−1.4% | Reduced |
| Worldquant Millennium Advisors LLC | 126,618 | $17.3M | 0.42% | +15,587+14.0% | Added |
| Forbes J M & Co LLP | 125,866 | $17.2M | 2.17% | −183−0.1% | Reduced |
| Osborne Partners Capital Management, LLC | 125,758 | $17.1M | 1.27% | +753+0.6% | Added |
| Adams Diversified Equity Fund, Inc. | 124,700 | $17.0M | 0.68% | −65,800−34.5% | Reduced |
| First Horizon Advisors, Inc. | 124,593 | $17.0M | 0.93% | −74,972−37.6% | Reduced |
| Osher Van de Voorde Investment Management | 124,525 | $17.0M | 3.77% | +4,950+4.1% | Added |
| FDx Advisors, Inc. | 124,465 | $17.0M | 0.57% | −34,686−21.8% | Reduced |
| Evergreen Capital Management LLC | 124,466 | $17.0M | 0.69% | +4,267+3.5% | Added |
| James Investment Research Inc | 124,398 | $17.0M | 1.78% | −15,792−11.3% | Reduced |
| Regentatlantic Capital LLC | 124,130 | $16.9M | 0.48% | −2,836−2.2% | Reduced |
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. | 124,021 | $16.9M | 7.35% | +124,021 | New |
| Eisler Capital (UK) Ltd. | 123,953 | $16.9M | 1.23% | +96,810+356.7% | Added |
| Culbertson A N & Co Inc | 123,597 | $16.8M | 3.17% | +15,005+13.8% | Added |
| Tufton Capital Management | 123,286 | $16.8M | 2.72% | −1,690−1.4% | Reduced |
| Thompson Siegel & Walmsley LLC | 123,196 | $16.8M | 0.24% | +20.0% | Added |
| Alley Investment Management Company, LLC | 123,120 | $16.8M | 2.77% | +123,120 | New |
| Cabot Wealth Management Inc | 122,952 | $16.8M | 2.26% | +3,206+2.7% | Added |
| Hantz Financial Services, Inc. | 121,847 | $16.6M | 0.49% | +17,147+16.4% | Added |
| Stillwater Capital Advisors, LLC | 121,722 | $16.6M | 2.67% | −3,428−2.7% | Reduced |
| Prudential PLC | 121,688 | $16.6M | 0.24% | +67,248+123.5% | Added |
| Bourgeon Capital Management LLC | 121,309 | $16.5M | 3.74% | +7,922+7.0% | Added |
| Advisor Partners LLC | 120,917 | $16.5M | 1.03% | −6,672−5.2% | Reduced |
| Grand Jean Capital Management Inc | 120,794 | $16.5M | 4.52% | −25,730−17.6% | Reduced |
| Rbo & Co LLC | 120,622 | $16.4M | 2.69% | −227−0.2% | Reduced |
| Socorro Asset Management LP | 120,620 | $16.4M | 4.57% | +19,017+18.7% | Added |
| Rempart Asset Management Inc. | 119,999 | $16.4M | 3.33% | +420+0.4% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 119,921 | $16.3M | 0.63% | −115,220−49.0% | Reduced |
| Viking Global Investors LPSuperinvestorViking Global Investors | 119,706 | $16.3M | 0.07% | +119,706 | New |
| Linscomb & Williams, Inc. | 119,676 | $16.3M | 0.78% | +1,841+1.6% | Added |
| Financial Partners Capital Management LLC | 119,541 | $16.3M | 3.02% | +1,653+1.4% | Added |
| Birch Hill Investment Advisors LLC | 119,284 | $16.3M | 0.87% | −496−0.4% | Reduced |
| Perfromance Wealth Partners, LLC | 119,112 | $16.2M | 0.71% | +29,317+32.6% | Added |
| CTC LLC | 118,723 | $16.2M | 0.30% | +118,723 | New |
| Motco | 118,692 | $16.2M | 1.05% | +2,038+1.7% | Added |
| Valeo Financial Advisors, LLC | 142,985 | $16.2M | 0.84% | +16,401+13.0% | Added |
| First Long Island Investors, LLC | 117,382 | $16.0M | 1.36% | +2,044+1.8% | Added |
| National Asset Management, Inc. | 116,955 | $15.9M | 0.52% | +10,090+9.4% | Added |
| Shell Asset Management Co | 116,403 | $15.9M | 0.37% | −120,131−50.8% | Reduced |
| Webster Bank, N. A. | 116,255 | $15.8M | 1.84% | +3,282+2.9% | Added |
| Overbrook Management Corp | 115,761 | $15.8M | 3.50% | −176−0.2% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 115,637 | $15.8M | 2.41% | +312+0.3% | Added |
| Equitable Holdings, Inc. | 115,597 | $15.8M | 0.26% | +13,221+12.9% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 103,425 | $15.7M | 1.60% | −7,217−6.5% | Reduced |
| Fullerton Fund Management Co Ltd. | 114,494 | $15.6M | 0.82% | −250,895−68.7% | Reduced |
| Addenda Capital Inc. | 114,185 | $15.6M | 0.64% | +16,229+16.6% | Added |