Skip to main content

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

Q4 2022 vs. Q3 2022

How the institutions holding JPMorgan Chase & Co changed between Q3 2022 and Q4 2022.

All holders in Q4 2022All holders in Q3 2022

13F holders of JPM: Q3 2022 compared with Q4 2022
MeasureQ3 2022Of which not filed for Q4 2022Q4 2022Change
Holders3,395643,628+297
Shares2.03B12.2M2.08B+55.1M (+2.7%)
Value$212.9B$1.28B$278.3B+$66.7B (+31.5%)

64 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (424)

Institutions that held JPMorgan Chase & Co at the end of Q4 2022 but not at the end of Q3 2022.

Showing the largest 100 of 424 by value.

Institutions new to JPM in Q4 2022
InstitutionSharesValue% of portfolio
Ontario Teachers Pension Plan Board4,152,060$556.8M5.93%
CI Private Wealth, LLC2,043,654$274.1M1.00%
HoldCo Asset Management, L.P.1,398,078$187.5M39.63%
Agf Management Ltd744,891$99.9M0.73%
Bridgewater Associates, LP692,356$92.8M0.51%
Consulta Ltd550,000$73.8M6.33%
Marsico Capital Management LLC462,993$62.1M3.21%
Abrams Bison Investments, LLC420,000$56.3M6.01%
Capital Group Investment Management Pte. Ltd.394,942$53.0M2.04%
Alyeska Investment Group, L.P.356,968$47.9M0.50%
Ilmarinen Mutual Pension Insurance Co247,869$33.2M0.51%
Maryland State Retirement & Pension System228,866$30.7M0.90%
Oversea-Chinese Banking CORP Ltd185,647$24.9M1.44%
La Banque Postale Asset Management SA180,204$24.2M0.69%
Longbow Finance SA161,156$21.6M2.91%
Harvest Portfolios Group Inc.157,707$21.1M1.22%
Jefferies Financial Group Inc.154,167$20.7M0.35%
Optiver Holding B.V.126,604$17.0M1.03%
Allstate Investment Management Co124,964$16.8M0.51%
Applied Finance Capital Management, LLC111,107$14.9M1.94%
Talbot Financial, LLC104,828$14.1M2.89%
No Street GP LP100,000$13.4M1.77%
Stevens Capital Management LP99,667$13.4M8.44%
Fiduciary Alliance LLC95,978$12.9M3.33%
Coldstream Capital Management Inc79,379$10.6M0.39%
Daymark Wealth Partners, LLC76,441$10.3M1.81%
New Republic Capital, LLC75,557$10.1M7.99%
Bleakley Financial Group, LLC73,945$9.92M0.35%
Artemis Investment Management LLP67,702$9.13M0.10%
Invictus Private Wealth, LLC67,258$9.02M1.16%
FourThought Financial Partners, LLC65,379$8.77M1.27%
International Assets Investment Management, LLC1,218,187$8.46M0.87%
Clough Capital Partners L P62,500$8.38M0.85%
Barometer Capital Management Inc.58,638$7.81M2.30%
Compass Wealth Management LLC54,747$7.34M2.41%
WealthPLAN Partners, LLC49,321$7.06M0.49%
Cyndeo Wealth Partners, LLC52,528$7.04M0.83%
Commonwealth Retirement Investments LLC48,578$6.51M3.95%
Financial Partners Group, LLC47,258$6.34M3.74%
LMR Partners LLP46,978$6.30M0.15%
Meeder Advisory Services, Inc.46,566$6.24M0.79%
Chiron Investment Management, LLC43,769$5.87M1.38%
DoubleLine ETF Adviser LP41,365$5.55M2.85%
New Hampshire Trust38,841$5.21M1.38%
Picton Mahoney Asset Management38,495$5.16M0.27%
Legacy Trust36,932$4.95M1.53%
Pathway Financial Advisers, LLC36,141$4.85M1.96%
AFS Financial Group, LLC34,575$4.64M3.30%
Globeflex Capital L P33,400$4.48M0.57%
Broadleaf Partners, LLC33,053$4.43M1.75%
Lake Street Financial LLC32,911$4.41M0.91%
SYSTM Wealth Solutions LLC31,301$4.20M0.52%
Atlas Wealth LLC30,460$4.08M1.10%
Point72 Middle East FZE29,768$3.99M0.31%
LJI Wealth Management, LLC25,193$3.38M1.18%
Cordatus Wealth Management LLC25,006$3.35M4.92%
Black Swift Group, LLC25,000$3.35M1.34%
Dudley Capital Management, LLC24,019$3.22M2.37%
Insigneo Advisory Services, LLC23,818$3.19M1.21%
Beverly Hills Private Wealth, LLC23,460$3.15M1.37%
Quadrant Private Wealth Management, LLC23,404$3.14M1.05%
Chapin Davis, Inc.23,128$3.10M1.80%
Massachusetts Wealth Management22,075$3.09M2.98%
Credit Capital Investments LLC22,500$3.02M4.37%
Cassaday & Co Wealth Management LLC22,294$2.99M0.14%
Park Place Capital Corp21,668$2.91M0.82%
Legato Capital Management LLC21,465$2.88M0.55%
Delta Financial Group, Inc.21,443$2.83M1.25%
Crescent Sterling, Ltd.20,667$2.77M2.97%
Lodestone Wealth Management LLC20,289$2.72M2.19%
SageView Advisory Group, LLC20,270$2.72M0.22%
Trifecta Capital Advisors, LLC19,442$2.61M1.04%
Coppell Advisory Solutions LLC18,704$2.51M0.90%
Coppell Advisory Solutions Corp.18,704$2.51M0.90%
Beaumont Financial Advisors, LLC17,850$2.39M0.24%
Gibson Wealth Advisors LLC18,724$2.38M0.05%
F/M Investments LLC17,714$2.38M2.88%
Owen LaRue, LLC17,043$2.32M2.51%
Ethos Financial Group, LLC17,202$2.32M0.79%
Register Financial Advisors LLC17,314$2.32M1.48%
River Street Advisors LLC16,912$2.27M2.43%
Forza Wealth Management, LLC16,798$2.25M1.49%
Bradley Mark J.16,692$2.24M1.99%
MRP Capital Investments, LLC16,662$2.23M2.47%
First County Bank16,537$2.22M1.06%
Slocum, Gordon & Co LLP16,340$2.19M1.41%
Worth Financial Advisory Group, LLC16,314$2.19M2.54%
Marex Group plc15,782$2.12M0.30%
Mill Creek Capital Advisors, LLC15,758$2.11M0.09%
Etesian Wealth Advisors, Inc.15,559$2.09M1.52%
3Chopt Investment Partners, LLC15,125$2.03M1.11%
Jessup Wealth Management, Inc14,934$2.00M1.27%
Centennial Bank14,883$2.00M1.14%
PDT Partners, LLC14,500$1.94M0.31%
Brady Family Wealth, LLC14,354$1.92M0.79%
LMG Wealth Partners, LLC13,589$1.91M0.63%
WS Portfolio Advisory, LLC14,265$1.91M0.54%
MB, Levis & Associates, LLC14,257$1.91M1.50%
Rockingstone Advisors LLC13,479$1.81M1.35%
Ellerson Group Inc13,443$1.80M1.91%

Sold out (127)

Institutions that held JPMorgan Chase & Co at the end of Q3 2022 and filed for Q4 2022 without it.

Showing the largest 100 of 127 by value.

Institutions that sold out of JPM in Q4 2022
InstitutionShares, Q3 2022Value, Q3 2022
Renaissance Technologies LLC3,201,486$334.6M
Two Sigma Investments, LP2,159,540$225.7M
Laurion Capital Management LP903,087$94.4M
Qube Research & Technologies Ltd795,462$83.1M
MUFG Americas Holdings Corp677,719$70.8M
Simplex Trading, LLC538,019$56.2M
Voloridge Investment Management, LLC423,072$44.2M
Carlson Capital L P335,700$35.1M
Twinbeech Capital LP330,799$34.6M
Clear Street LLC300,467$31.4M
Gillson Capital LP292,831$30.6M
Capitolis Advisors LLC247,928$25.9M
Algebris (UK) Ltd218,252$22.6M
Polar Asset Management Partners Inc.200,700$21.0M
Weiss Multi-Strategy Advisers LLC196,149$20.5M
Kettle Hill Capital Management, LLC187,228$19.6M
Group One Trading, L.P.173,828$18.2M
Point72 Hong Kong Ltd162,492$17.0M
Integrity Advisory, LLC152,249$15.9M
MUFG Securities EMEA plc148,134$15.5M
Point72 Asset Management, L.P.125,770$13.1M
Cypress Capital Management LLC121,756$12.7M
Cinctive Capital Management LP117,239$12.3M
Kemnay Advisory Services Inc.106,628$11.1M
Ashburton (Jersey) Ltd106,318$11.1M
Engineers Gate Manager LP95,961$10.0M
Twin Tree Management, LP91,672$9.58M
Balyasny Asset Management LLC76,102$7.95M
Keystone Financial Planning, Inc.66,907$6.99M
Wolverine Asset Management LLC64,686$6.76M
HRT Financial LP64,217$6.71M
ExodusPoint Capital Management, LP61,946$6.47M
Cipher Capital LP59,115$6.18M
HAP Trading, LLC57,321$5.99M
Quantbot Technologies LP54,634$5.71M
Gyon Technologies Capital Management, LP52,367$5.47M
Lombard Odier Asset Management (USA) Corp52,339$5.47M
Bizma Investimentos Ltda50,000$5.22M
Westfield Capital Management Co LP47,238$4.94M
First Washington CORP40,233$4.20M
Caas Capital Management LP37,300$3.90M
Campbell Newman Asset Management Inc35,439$3.70M
Walled Lake Planning & Wealth Management, LLC33,635$3.52M
Allen Capital Group, LLC32,864$3.43M
Invenomic Capital Management LP32,847$3.43M
Virtu Financial LLC31,721$3.31M
Centre Asset Management, LLC31,212$3.26M
683 Capital Management, LLC30,000$3.14M
Tradewinds, LLC.28,851$3.02M
Prana Capital Management, LP28,523$2.98M
Chou Associates Management Inc.SuperinvestorChou Associates24,275$2.54M
IMC-Chicago, LLC23,766$2.48M
Edgestream Partners, L.P.15,744$1.65M
Boothbay Fund Management, LLC15,112$1.58M
North Reef Capital Management LP15,000$1.57M
Soros Fund Management LLCSuperinvestorSoros Fund Management13,099$1.37M
Waratah Capital Advisors Ltd.13,089$1.37M
SeaTown Holdings Pte. Ltd.12,500$1.31M
Corvex Management LP12,407$1.30M
AllGen Financial Advisors, Inc.12,309$1.29M
AlphaCrest Capital Management LLC12,046$1.26M
Fourthstone LLC11,100$1.16M
Highland Private Wealth Management10,819$1.13M
Foresight Wealth Management, LLC10,461$1.09M
CM Management, LLC10,000$1.04M
Zenyatta Capital Management LP10,000$1.04M
MEMBERS Trust Co9,787$1.02M
Johnson & White Wealth Management, LLC8,510$889.0K
Burgundy Asset Management Ltd.7,809$816.0K
P.A.W. Capital Corp7,500$784.0K
Karp Capital Management Corp7,272$760.0K
DSC Advisors, L.P.7,193$752.0K
Ramiah Investment Group7,184$750.7K
Schneider Downs Wealth Management Advisors, LP6,266$655.0K
Itau Unibanco Holding S.A.6,184$646.0K
Barden Capital Management, Inc.6,015$629.0K
Cowen and Company, LLC5,775$603.0K
GPS Wealth Strategies Group, LLC5,161$539.0K
Tudor Investment Corp Et Al5,122$535.0K
Mint Tower Capital Management B.V.4,075$426.0K
Brown Advisory Securities, LLC3,942$413.0K
Warwick Investment Management, Inc.3,849$402.0K
Bridgefront Capital, LLC3,653$382.0K
Caxton Associates LP3,600$376.0K
Neo Ivy Capital Management3,421$357.0K
Alpha Paradigm Partners, LLC3,401$355.0K
Capital Planning LLC3,319$347.0K
Petrus Trust Company, LTA3,266$341.0K
Infrastructure Capital Advisors, LLC3,083$322.0K
Crabel Capital Management, LLC3,027$316.0K
PMC FIG Opportunities LLC3,000$313.5K
Fox Run Management, L.L.C.2,837$296.0K
Beta Wealth Group, Inc.2,700$282.0K
Silver Lake Advisory, LLC2,667$279.0K
Godsey & Gibb Associates2,655$277.0K
Teza Capital Management LLC2,603$272.0K
Paragon Capital Management LLC2,567$268.0K
Riversedge Advisors, LLC2,474$259.0K
Curran Financial Partners, LLC2,299$240.0K
Affinia Financial Group, LLC2,192$227.0K

Not filed for Q4 2022 yet (64)

Institutions that held JPMorgan Chase & Co at the end of Q3 2022 and haven't filed a 13F for Q4 2022. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding JPM in Q3 2022 that haven't filed for Q4 2022
InstitutionShares, Q3 2022Value, Q3 2022
Eaton Vance Management7,770,534$812.0M
Alleghany Corp1,318,998$137.8M
Agf Investments Inc.997,002$104.2M
Covington Capital Management242,723$25.4M
BTR Capital Management Inc175,371$18.3M
Doyle Wealth Management174,987$18.3M
Regentatlantic Capital LLC125,952$13.2M
Inverness Counsel LLC106,755$11.2M
Corient Capital Partners, LLC94,796$10.7M
Jefferies Group LLC94,234$9.85M
Dowling & Yahnke LLC91,188$9.53M
Maryland Capital Management90,885$9.50M
American Portfolios Advisors90,859$9.49M
FourThought Financial, LLC66,491$6.95M
Redpoint Investment Management Pty Ltd62,222$6.50M
Buck Wealth Strategies, LLC38,897$5.64M
Wipfli Financial Advisors LLC,45,616$4.77M
CPWM, LLC40,638$4.25M
Budros, Ruhlin & Roe, Inc.38,853$4.06M
Strategic Wealth Advisors Group, LLC38,232$4.00M
Brightworth34,451$3.60M
Bowling Portfolio Management LLC33,828$3.54M
Kore Private Wealth LLC30,218$3.16M
Salem Capital Management Inc28,153$2.94M
Enhancing Capital LLC27,477$2.91M
ACG Wealth25,355$2.65M
Hightower 6M Holding, LLC23,276$2.43M
Balasa Dinverno & Foltz LLC22,868$2.39M
55I, LLC22,283$2.33M
Roosevelt Investment Group LLC21,644$2.26M
Ashfield Capital Partners, LLC21,515$2.25M
DRW Securities, L.L.C.20,855$2.18M
Cornerstone Wealth Management, LLC19,373$2.02M
Beaumont Financial Partners, LLC18,541$1.94M
WBH Advisory Inc14,673$1.53M
Solidarilty Wealth, LLC10,879$1.43M
UBP Investment Advisors SA12,959$1.35M
First Farmers & Merchants Bank / Trust10,759$1.12M
New Century Advisors, LLC10,310$1.08M
Meadow Creek Wealth Advisors LLC9,527$996.0K
Keebeck Alpha, LP9,355$978.0K
HM Capital Management, LLC9,276$969.0K
Surevest, LLC9,267$968.0K
Spearhead Capital Advisors, LLC8,394$877.0K
Round Table Services, LLC7,749$810.0K
Corsicana & Co.7,635$798.0K
Roberts Capital Advisors, LLC6,079$635.0K
RGT Wealth Advisors, LLC5,201$544.0K
Liberty Wealth Management LLC4,585$479.0K
American Research & Management Co.4,564$477.0K
Sadoff Investment Management LLC4,276$447.0K
Maxele Advisors, LLC4,186$437.4K
Bluestein R H & Co4,120$431.0K
Pacific Center for Financial Services4,117$430.0K
Morris Capital Advisors, LLC3,749$392.0K
Spotlight Asset Group, Inc.2,237$273.0K
Manteio Capital LLC2,538$265.0K
SP Asset Management2,248$235.0K
Legacy Wealth Planning, LLC2,220$232.0K
Monolith Advisors1,874$195.0K
Life Planning Partners, Inc1,428$149.2K
Danda Trouve Investment Management, Inc.260$27.0K
Spectrum Management Group, LLC184$19.0K
USA Financial Portformulas Corp43$4.00K