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 |
|---|---|---|---|---|---|
| KMG Fiduciary Partners, LLC | 113,981 | $15.5M | 2.48% | +5,654+5.2% | Added |
| Ashburton (Jersey) Ltd | 110,032 | $15.5M | 6.17% | −1,372−1.2% | Reduced |
| Gluskin Sheff & Assoc Inc | 112,970 | $15.4M | 0.67% | +4,727+4.4% | Added |
| Kestra Private Wealth Services, LLC | 112,645 | $15.4M | 0.76% | +1,118+1.0% | Added |
| Drexel Morgan & Co. | 112,606 | $15.3M | 4.46% | +1,000+0.9% | Added |
| Curi Capital | 112,356 | $15.3M | 2.65% | −17,065−13.2% | Reduced |
| J.P. Marvel Investment Advisors, LLC | 111,771 | $15.2M | 3.10% | −120−0.1% | Reduced |
| Desjardins Global Asset Management Inc. | 111,688 | $15.2M | 1.33% | +26,995+31.9% | Added |
| MainStreet Investment Advisors LLC | 111,483 | $15.2M | 1.42% | +787+0.7% | Added |
| Ally Financial Inc. | 111,000 | $15.1M | 1.74% | +81,000+270.0% | Added |
| Grassi Investment Management | 110,303 | $15.0M | 1.59% | +303+0.3% | Added |
| Amica Mutual Insurance Co | 109,913 | $15.0M | 1.76% | +3,370+3.2% | Added |
| Pictet North America Advisors SA | 108,467 | $14.8M | 1.71% | −2,456−2.2% | Reduced |
| Dearborn Partners LLC | 107,944 | $14.7M | 0.56% | +1,216+1.1% | Added |
| CSM Advisors, LLC | 107,910 | $14.7M | 1.02% | −10,480−8.9% | Reduced |
| Guardian Capital Advisors LP | 111,364 | $14.6M | 1.43% | +913+0.8% | Added |
| Woodley Farra Manion Portfolio Management Inc | 107,394 | $14.6M | 1.09% | −6,325−5.6% | Reduced |
| Kings Point Capital Management | 106,691 | $14.5M | 1.27% | +3,467+3.4% | Added |
| Sigma Planning Corp | 106,576 | $14.5M | 0.44% | −21,860−17.0% | Reduced |
| Anderson Hoagland & Co | 105,821 | $14.4M | 1.86% | −747−0.7% | Reduced |
| LGT Fund Management Co Ltd. | 106,070 | $14.4M | 1.91% | +43,520+69.6% | Added |
| Matthew 25 Management Corp | 105,000 | $14.3M | 4.23% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 104,869 | $14.3M | 0.07% | −392,865−78.9% | Reduced |
| Quadrature Capital Ltd | 104,528 | $14.2M | 0.57% | +104,528 | New |
| Adell Harriman & Carpenter Inc | 104,472 | $14.2M | 1.38% | −2,529−2.4% | Reduced |
| Corient Capital Partners, LLC | 104,462 | $14.2M | 0.94% | −913−0.9% | Reduced |
| Kingsview Wealth Management, LLC | 104,423 | $14.2M | 0.63% | −68,033−39.4% | Reduced |
| Meridian Wealth Management, LLC | 104,412 | $14.2M | 1.56% | −5,245−4.8% | Reduced |
| Colonial Trust Advisors | 104,241 | $14.2M | 1.68% | +1,562+1.5% | Added |
| United Bank | 103,690 | $14.1M | 1.86% | −536−0.5% | Reduced |
| Canandaigua National Corp | 103,553 | $14.1M | 2.15% | −2,841−2.7% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 103,391 | $14.1M | 2.17% | +1,013+1.0% | Added |
| Acadian Asset Management LLC | 103,379 | $14.1M | 0.06% | −47,116−31.3% | Reduced |
| SS&H Financial Advisors, Inc. | 103,317 | $14.1M | 5.50% | +103,317 | New |
| Baxter Bros Inc | 103,123 | $14.1M | 2.11% | +148+0.1% | Added |
| Rothschild Capital Partners, LLC | 103,059 | $14.0M | 4.92% | −4,267−4.0% | Reduced |
| Vestmark Advisory Solutions, Inc. | 103,000 | $14.0M | 0.79% | +12,887+14.3% | Added |
| Novare Capital Management LLC | 102,526 | $14.0M | 1.49% | −1,218−1.2% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 102,514 | $14.0M | 1.24% | +1,479+1.5% | Added |
| Inverness Counsel LLC | 102,486 | $14.0M | 0.63% | +19,769+23.9% | Added |
| Texas Yale Capital Corp. | 102,441 | $14.0M | 0.76% | −404−0.4% | Reduced |
| NBT Bank N A | 102,270 | $13.9M | 1.86% | −1,966−1.9% | Reduced |
| AGF Investments America Inc. | 102,234 | $13.9M | 2.54% | +48,746+91.1% | Added |
| Eagle Rock Investment Company, LLC | 102,183 | $13.9M | 2.95% | −2,054−2.0% | Reduced |
| JustInvest LLC | 102,178 | $13.9M | 0.67% | +28,093+37.9% | Added |
| NewEdge Wealth, LLC | 101,080 | $13.8M | 0.61% | +26,700+35.9% | Added |
| Wedbush Securities Inc | 100,955 | $13.8M | 0.63% | +8,189+8.8% | Added |
| Waverton Investment Management Ltd | 100,948 | $13.8M | 0.46% | +433+0.4% | Added |
| Prospera Financial Services Inc | 100,828 | $13.8M | 0.58% | −10,497−9.4% | Reduced |
| First Financial Bank - Trust Division | 100,836 | $13.7M | 1.46% | +2,515+2.6% | Added |
| Diversified Trust Co | 100,374 | $13.7M | 0.48% | +11,010+12.3% | Added |
| Clear Street LLC | 100,068 | $13.6M | 3.57% | +100,068 | New |
| Ossiam | 99,951 | $13.6M | 0.36% | −13,394−11.8% | Reduced |
| Wolverine Trading, LLC | 96,439 | $13.6M | 0.40% | +19,677+25.6% | Added |
| Snowden Capital Advisors LLC | 99,309 | $13.5M | 0.54% | +43,859+79.1% | Added |
| Asahi Life Asset Management Co., Ltd. | 99,072 | $13.5M | 1.86% | −314−0.3% | Reduced |
| CCM Investment Advisers LLC | 98,913 | $13.5M | 1.84% | −412−0.4% | Reduced |
| Washington Trust Bank | 98,906 | $13.5M | 1.56% | +2,599+2.7% | Added |
| Verdence Capital Advisors LLC | 98,896 | $13.5M | 1.53% | +20,987+26.9% | Added |
| Itau Unibanco Holding S.A. | 98,895 | $13.5M | 0.41% | −93,348−48.6% | Reduced |
| New England Asset Management Inc | 98,597 | $13.4M | 0.21% | +2,170+2.3% | Added |
| TruWealth Advisors, LLC | 98,539 | $13.4M | 1.40% | +2,387+2.5% | Added |
| Cubist Systematic Strategies, LLC | 98,506 | $13.4M | 0.11% | −30,153−23.4% | Reduced |
| Prime Capital Investment Advisors, LLC | 84,784 | $13.4M | 0.75% | −1,019−1.2% | Reduced |
| Northwest & Ethical Investments L.P. | 98,167 | $13.4M | 0.43% | −9,361−8.7% | Reduced |
| Yarbrough Capital, LLC | 97,877 | $13.3M | 0.76% | +20.0% | Added |
| First American Trust, FSB | 97,799 | $13.3M | 1.84% | +3,605+3.8% | Added |
| Montag A & Associates Inc | 97,714 | $13.3M | 0.71% | −7,854−7.4% | Reduced |
| Clearstead Advisors, LLC | 97,666 | $13.3M | 0.91% | +5,421+5.9% | Added |
| Telemus Capital, LLC | 97,608 | $13.3M | 1.16% | +5,280+5.7% | Added |
| Murphy Capital Management Inc | 97,415 | $13.3M | 1.54% | −2,448−2.5% | Reduced |
| Bridgeway Capital Management, LLC | 97,395 | $13.3M | 0.26% | −86,550−47.1% | Reduced |
| Freestone Capital Holdings, LLC | 96,861 | $13.2M | 0.53% | +4,161+4.5% | Added |
| We Are One Seven, LLC | 96,499 | $13.2M | 1.41% | −334−0.3% | Reduced |
| Nicola Wealth Management Ltd. | 96,500 | $13.2M | 1.16% | +9,800+11.3% | Added |
| Mitchell Sinkler & Starr | 96,392 | $13.1M | 4.11% | +465+0.5% | Added |
| First Citizens Bank & Trust Co | 96,306 | $13.1M | 0.51% | +3,546+3.8% | Added |
| Lincoln National Corp | 95,839 | $13.1M | 0.27% | +13,604+16.5% | Added |
| Westchester Capital Management, Inc. | 95,584 | $13.0M | 3.36% | +713+0.8% | Added |
| Penobscot Investment Management Company, Inc. | 94,976 | $12.9M | 1.89% | −1,470−1.5% | Reduced |
| Trust Co of Virginia | 94,848 | $12.9M | 1.38% | +2,985+3.2% | Added |
| Edge Wealth Management LLC | 94,749 | $12.9M | 2.54% | +2,745+3.0% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 94,483 | $12.9M | 1.44% | +1,263+1.4% | Added |
| Quest Investment Management LLC | 94,256 | $12.8M | 1.22% | +523+0.6% | Added |
| Advisory Services Network, LLC | 94,160 | $12.8M | 0.38% | −2,813−2.9% | Reduced |
| CWM, LLC | 93,787 | $12.8M | 0.09% | +11,830+14.4% | Added |
| Sit Investment Associates Inc | 93,648 | $12.8M | 0.34% | −96,258−50.7% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 93,594 | $12.8M | 0.57% | +14,062+17.7% | Added |
| Private Advisory Group LLC | 93,555 | $12.8M | 2.50% | +11,354+13.8% | Added |
| Community Bank of Raymore | 93,410 | $12.7M | 3.56% | +975+1.1% | Added |
| Ledyard National Bank | 93,235 | $12.7M | 1.27% | +5,590+6.4% | Added |
| Citizens Business Bank | 93,186 | $12.7M | 1.53% | +4,698+5.3% | Added |
| Cincinnati Casualty Co | 93,000 | $12.7M | 7.38% | 00.0% | Unchanged |
| Cincinnati Specialty Underwriters Insurance CO | 93,000 | $12.7M | 4.71% | 00.0% | Unchanged |
| Bragg Financial Advisors, Inc | 92,721 | $12.6M | 0.74% | +5,107+5.8% | Added |
| Adviser Investments LLC | 91,948 | $12.5M | 0.81% | +2,052+2.3% | Added |
| Allstate Corp | 91,936 | $12.5M | 0.33% | −139,432−60.3% | Reduced |
| Parallax Volatility Advisers, L.P. | 91,507 | $12.5M | 0.29% | +91,507 | New |
| Marshall Wace, LLP | 91,450 | $12.5M | 0.03% | −1,439,304−94.0% | Reduced |
| Rossmore Private Capital | 91,270 | $12.4M | 1.94% | +319+0.4% | Added |