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 |
|---|---|---|---|---|---|
| Wilbanks Smith & Thomas Asset Management LLC | 100,990 | $12.4M | 0.50% | +3,783+3.9% | Added |
| Regent Investment Management LLC | 90,952 | $12.4M | 2.87% | −1,110−1.2% | Reduced |
| Kornitzer Capital Management Inc | 90,391 | $12.3M | 0.20% | −4,007−4.2% | Reduced |
| Endurance Wealth Management, Inc. | 90,384 | $12.3M | 1.59% | −23,657−20.7% | Reduced |
| Sand Hill Global Advisors, LLC | 90,230 | $12.3M | 0.68% | +3,455+4.0% | Added |
| Cincinnati Financial Corp | 90,000 | $12.3M | 0.27% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 89,944 | $12.3M | 0.67% | −12,218−12.0% | Reduced |
| Torray LLC | 89,827 | $12.2M | 1.96% | −18,772−17.3% | Reduced |
| Dakota Wealth Management | 89,573 | $12.2M | 1.00% | −36,932−29.2% | Reduced |
| Dowling & Yahnke LLC | 89,513 | $12.2M | 0.53% | −300−0.3% | Reduced |
| Circle Wealth Management, LLC | 89,363 | $12.2M | 1.60% | +2,880+3.3% | Added |
| Leavell Investment Management, Inc. | 89,226 | $12.2M | 0.84% | −257−0.3% | Reduced |
| Transcend Wealth Collective, LLC | 89,000 | $12.1M | 1.09% | +1,858+2.1% | Added |
| Brown Brothers Harriman & Co | 88,726 | $12.1M | 0.09% | +628+0.7% | Added |
| Beach Investment Counsel Inc | 88,537 | $12.1M | 1.27% | −39,875−31.1% | Reduced |
| Fiduciary Group LLC | 101,956 | $12.0M | 1.59% | +1,927+1.9% | Added |
| TD Private Client Wealth LLC | 88,194 | $12.0M | 0.51% | −2,212−2.4% | Reduced |
| EULAV Asset Management | 88,000 | $12.0M | 0.36% | −7,000−7.4% | Reduced |
| Choate Investment Advisors | 87,990 | $12.0M | 0.64% | −2,453−2.7% | Reduced |
| Biondo Investment Advisors, LLC | 87,792 | $12.0M | 2.11% | +1,043+1.2% | Added |
| Park Avenue Securities LLC | 87,758 | $12.0M | 0.21% | +5,039+6.1% | Added |
| BTC Capital Management, Inc. | 87,754 | $12.0M | 1.18% | −7,690−8.1% | Reduced |
| TownSquare Capital, LLC | 87,473 | $11.9M | 0.30% | +10,802+14.1% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 87,230 | $11.9M | 1.05% | +8,386+10.6% | Added |
| Cohen Capital Management, Inc. | 86,809 | $11.8M | 2.07% | +57+0.1% | Added |
| Rice Partnership, LLC | 86,750 | $11.8M | 3.41% | +1,496+1.8% | Added |
| Spire Wealth Management | 86,502 | $11.8M | 0.32% | −142,424−62.2% | Reduced |
| Sonora Investment Management Group, LLC | 86,639 | $11.8M | 1.34% | +4,763+5.8% | Added |
| Cyrus J. Lawrence, LLC | 86,264 | $11.8M | 2.69% | +86,264 | New |
| Cannell Peter B & Co Inc | 86,260 | $11.8M | 0.35% | −850−1.0% | Reduced |
| Hoylecohen, LLC | 86,246 | $11.8M | 1.01% | +643+0.8% | Added |
| American Portfolios Advisors | 86,117 | $11.7M | 0.40% | +636+0.7% | Added |
| Moneta Group Investment Advisors LLC | 86,026 | $11.7M | 0.46% | +42,471+97.5% | Added |
| Hilton Capital Management, LLC | 85,942 | $11.7M | 1.25% | +223+0.3% | Added |
| Integrated Advisors Network LLC | 85,817 | $11.7M | 0.69% | +2,133+2.5% | Added |
| Peak Asset Management, LLC | 85,805 | $11.7M | 2.72% | +848+1.0% | Added |
| Forum Financial Management, LP | 85,755 | $11.7M | 0.56% | +2,454+2.9% | Added |
| Alerus Financial NA | 85,537 | $11.7M | 0.99% | −699−0.8% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 85,354 | $11.6M | 1.06% | +12,097+16.5% | Added |
| Means Investment Co., Inc. | 85,329 | $11.6M | 2.11% | +3,360+4.1% | Added |
| Close Asset Management Ltd | 73,259 | $11.6M | 0.41% | 00.0% | Unchanged |
| Lyell Wealth Management, LP | 84,942 | $11.6M | 1.49% | −655−0.8% | Reduced |
| Miramar Capital, LLC | 84,600 | $11.5M | 3.16% | +27,330+47.7% | Added |
| Haverford Financial Services, Inc. | 84,521 | $11.5M | 2.84% | +5,672+7.2% | Added |
| Richard Bernstein Advisors LLC | 84,466 | $11.5M | 0.23% | 00.0% | Unchanged |
| Charter Trust Co | 84,231 | $11.5M | 1.03% | −624−0.7% | Reduced |
| Girard Partners Ltd. | 83,763 | $11.4M | 1.25% | +5,083+6.5% | Added |
| JCIC Asset Management Inc. | 83,574 | $11.4M | 3.52% | −1,546−1.8% | Reduced |
| Transform Wealth, LLC | 82,748 | $11.3M | 1.26% | +561+0.7% | Added |
| Geneos Wealth Management Inc. | 82,733 | $11.3M | 0.48% | −3,900−4.5% | Reduced |
| Private Trust Co NA | 82,653 | $11.3M | 1.76% | −4,168−4.8% | Reduced |
| Corbenic Partners LLC | 82,567 | $11.3M | 2.45% | +30,588+58.8% | Added |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 83,150 | $11.3M | 1.99% | 00.0% | Unchanged |
| Beese Fulmer Investment Management, Inc. | 82,467 | $11.2M | 1.22% | +409+0.5% | Added |
| Cape Cod Five Cents Savings Bank | 82,433 | $11.2M | 1.13% | +381+0.5% | Added |
| Cypress Capital Group | 82,356 | $11.2M | 1.39% | +563+0.7% | Added |
| Profund Advisors LLC | 82,233 | $11.2M | 0.47% | −9,670−10.5% | Reduced |
| NJ State Employees Deferred Compensation Plan | 82,000 | $11.2M | 1.51% | 00.0% | Unchanged |
| Twin Capital Management Inc | 81,690 | $11.1M | 1.20% | −13,415−14.1% | Reduced |
| Strategic Global Advisors, LLC | 81,450 | $11.1M | 1.62% | +3,846+5.0% | Added |
| Interval Partners, LP | 80,993 | $11.0M | 0.83% | +80,993 | New |
| Edge Capital Group, LLC | 80,571 | $11.0M | 0.75% | −14,712−15.4% | Reduced |
| Brookstone Capital Management | 82,335 | $11.0M | 0.21% | −8,771−9.6% | Reduced |
| Ferris Capital, LLC | 80,264 | $10.9M | 2.50% | 00.0% | Unchanged |
| Earnest Partners LLC | 80,139 | $10.9M | 0.06% | +5,148+6.9% | Added |
| Burns J W & Co Inc | 80,017 | $10.9M | 1.74% | −1,433−1.8% | Reduced |
| General American Investors Co Inc | 80,000 | $10.9M | 0.89% | 00.0% | Unchanged |
| Courier Capital LLC | 79,972 | $10.9M | 1.09% | −4,425−5.2% | Reduced |
| Winslow Asset Management Inc | 79,943 | $10.9M | 2.15% | −838−1.0% | Reduced |
| Nomura Holdings Inc | 80,353 | $10.9M | 0.08% | +13,254+19.8% | Added |
| Intact Investment Management Inc. | 79,700 | $10.9M | 0.28% | −2,100−2.6% | Reduced |
| GAM Holding AG | 79,386 | $10.8M | 0.54% | +12,339+18.4% | Added |
| Ardent Capital Management, Inc. | 79,376 | $10.8M | 7.21% | +2,267+2.9% | Added |
| 1st Source Bank | 79,265 | $10.8M | 0.66% | +841+1.1% | Added |
| German American Bancorp, Inc. | 79,153 | $10.8M | 1.58% | +165+0.2% | Added |
| Hudson Valley Investment Advisors Inc | 79,027 | $10.8M | 1.45% | −2,998−3.7% | Reduced |
| Hennessy Advisors Inc | 78,500 | $10.7M | 0.56% | +26,600+51.3% | Added |
| Siemens Fonds Invest GmbH | 78,037 | $10.6M | 0.86% | −588−0.7% | Reduced |
| Thompson Investment Management, Inc. | 78,024 | $10.6M | 1.56% | +47+0.1% | Added |
| DuPont Capital Management Corp | 77,709 | $10.6M | 0.43% | −38,039−32.9% | Reduced |
| Moreno Evelyn V | 77,593 | $10.6M | 2.14% | +2,530+3.4% | Added |
| Punch & Associates Investment Management, Inc. | 77,515 | $10.6M | 0.60% | +2,279+3.0% | Added |
| Stamos Capital Partners, L.P. | 76,830 | $10.5M | 3.50% | +26,230+51.8% | Added |
| Simmons Bank | 76,600 | $10.4M | 0.78% | −10,013−11.6% | Reduced |
| Strategy Asset Managers LLC | 76,327 | $10.4M | 2.25% | +5,162+7.3% | Added |
| Compton Capital Management Inc | 76,170 | $10.4M | 2.90% | −610−0.8% | Reduced |
| Ycg, LLC | 76,169 | $10.4M | 0.98% | +84+0.1% | Added |
| Palisade Asset Management, LLC | 75,660 | $10.3M | 1.18% | +3,753+5.2% | Added |
| Wetherby Asset Management Inc | 75,399 | $10.3M | 0.59% | +853+1.1% | Added |
| Community Bank, N.A. | 75,377 | $10.3M | 1.27% | +1,329+1.8% | Added |
| King Wealth | 75,219 | $10.3M | 2.01% | +1,406+1.9% | Added |
| Wellington Shields Capital Management, LLC | 183,451 | $10.3M | 1.12% | +112,002+156.8% | Added |
| Security Asset Management | 75,151 | $10.2M | 4.40% | +243+0.3% | Added |
| Eagle Ridge Investment Management | 75,044 | $10.2M | 1.09% | +1,533+2.1% | Added |
| GHP Investment Advisors, Inc. | 74,898 | $10.2M | 0.67% | +1,634+2.2% | Added |
| Whitener Capital Management, Inc. | 74,700 | $10.2M | 3.82% | +1,842+2.5% | Added |
| Freemont Management S.A. | 74,400 | $10.1M | 1.53% | −33,000−30.7% | Reduced |
| Pettee Investors, Inc. | 73,990 | $10.1M | 4.43% | 00.0% | Unchanged |
| Kiwi Wealth Investments Limited Partnership | 73,918 | $10.1M | 0.54% | −86,229−53.8% | Reduced |
| Constitution Capital LLC | 73,783 | $10.1M | 5.51% | +18,930+34.5% | Added |