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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; 5,156 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, Q4 2022

Institutional positions in JPMorgan Chase & Co as of Dec 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
3,629
+297 vs. Q3 2022
Shares held
2.08B
+55.1M (+2.7%) vs. Q3 2022
Total value
$278.3B
+$66.7B (+31.5%) vs. Q3 2022
New holders
424
1,518 more added
Sold out
127
1,368 more reduced

64 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2022: 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.

Institutional holdersQ4 2022: 3,629 institutions
Q1 2021: 3,218 institutionsQ2 2021: 3,246 institutionsQ3 2021: 3,239 institutionsQ4 2021: 3,594 institutionsQ1 2022: 3,519 institutionsQ2 2022: 3,428 institutionsQ3 2022: 3,396 institutionsQ4 2022: 3,629 institutionsQ1 2023: 3,612 institutionsQ2 2023: 3,672 institutionsQ3 2023: 3,711 institutionsQ4 2023: 4,001 institutionsQ1 2024: 4,120 institutionsQ2 2024: 4,181 institutionsQ3 2024: 4,215 institutionsQ4 2024: 4,679 institutionsQ1 2025: 4,679 institutionsQ2 2025: 4,752 institutionsQ3 2025: 4,765 institutionsQ4 2025: 5,154 institutionsQ1 2026: 5,102 institutionsQ2 2026: 5,156 institutions
Value heldQ4 2022: $278.3B
Q1 2021: $330.3BQ2 2021: $329.3BQ3 2021: $342.0BQ4 2021: $330.1BQ1 2022: $278.9BQ2 2022: $229.3BQ3 2022: $212.9BQ4 2022: $278.3BQ1 2023: $266.3BQ2 2023: $297.6BQ3 2023: $297.0BQ4 2023: $351.8BQ1 2024: $414.5BQ2 2024: $416.2BQ3 2024: $429.4BQ4 2024: $490.0BQ1 2025: $494.6BQ2 2025: $582.4BQ3 2025: $618.0BQ4 2025: $639.5BQ1 2026: $572.0BQ2 2026: $643.7B
Institutions holding JPM and their total value by quarter
QuarterHoldersValue
Q2 20265,156$643.7B
Q1 20265,102$572.0B
Q4 20255,154$639.5B
Q3 20254,765$618.0B
Q2 20254,752$582.4B
Q1 20254,679$494.6B
Q4 20244,679$490.0B
Q3 20244,215$429.4B
Q2 20244,181$416.2B
Q1 20244,120$414.5B
Q4 20234,001$351.8B
Q3 20233,711$297.0B
Q2 20233,672$297.6B
Q1 20233,612$266.3B
Q4 20223,629$278.3B
Q3 20223,396$212.9B
Q2 20223,428$229.3B
Q1 20223,519$278.9B
Q4 20213,594$330.1B
Q3 20213,239$342.0B
Q2 20213,246$329.3B
Q1 20213,218$330.3B

Institutions, Q4 2022

Shares, value and share of portfolio for each institution holding JPMorgan Chase & Co; share changes are against Q3 2022.

Institutions holding JPM in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
First Command Advisory Services, Inc.69$00.00%−48−41.0%Reduced
Insight Financial Services10$1.42K0.00%00.0%Unchanged
Davidson Capital Management Inc.15$2.01K0.00%+15New
Sanctuary Wealth Management, L.L.C.20$2.68K0.00%+20New
Retirement Group, LLC20$3.00K0.00%−80−80.0%Reduced
Cedar Wealth Management, LLC24$3.22K0.00%00.0%Unchanged
Kessler Investment Group, LLC26$4.00K0.00%00.0%Unchanged
Adirondack Retirement Specialists, Inc.37$4.96K0.01%00.0%Unchanged
Tfo-TDC, LLC90$5.92K0.00%+81+900.0%Added
Your Advocates Ltd., LLP50$6.71K0.00%00.0%Unchanged
Bay Harbor Wealth Management, LLC53$7.00K0.00%+1+1.9%Added
HWG Holdings LP63$8.00K0.01%00.0%Unchanged
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.70$9.00K0.08%+10+16.7%Added
QVR LLC70$9.39K0.01%−15,211−99.5%Reduced
Cornerstone Management, Inc.70$9.39K0.00%00.0%Unchanged
Islay Capital Management, LLC71$9.50K0.01%−142−66.7%Reduced
JDM Financial Group LLC77$10.3K0.01%+77New
Carolina Wealth Advisors, LLC85$11.0K0.01%00.0%Unchanged
ClariVest Asset Management LLC75$11.0K0.00%00.0%Unchanged
Thomas J. Herzfeld Advisors, Inc.84$11.3K0.00%00.0%Unchanged
Sofos Investments, Inc.134$11.9K0.13%−2,281−94.5%Reduced
Johnson Midwest Financial, LLC96$13.0K0.05%−29−23.2%Reduced
Red Cedar Capital, LLC100$13.0K0.01%00.0%Unchanged
Macroview Investment Management LLC98$13.1K0.02%+98New
FSC Wealth Advisors, LLC99$13.3K0.02%−28−22.0%Reduced
Savior LLC100$13.4K0.01%00.0%Unchanged
Financial Connections Group, Inc.105$14.0K0.01%00.0%Unchanged
Sageworth Trust Co111$15.0K0.00%+41+58.6%Added
Clear Investment Research, LLC121$16.0K0.03%+1+0.8%Added
Granite FO LLC119$16.4K0.01%+119New
Laurel Wealth Planning LLC125$16.8K0.01%−127−50.4%Reduced
New England Capital Financial Advisors LLC129$17.4K0.01%+129New
Strengthening Families & Communities, LLC131$18.0K0.01%00.0%Unchanged
Bellwether Advisors, LLC145$19.5K0.01%−348−70.6%Reduced
MBM Wealth Consultants, LLC150$20.0K0.01%00.0%Unchanged
Lowe Wealth Advisors, LLC150$20.1K0.01%−50−25.0%Reduced
PayPay Securities Corp159$21.3K1.43%+159New
HighMark Wealth Management LLC162$21.7K0.02%+2+1.3%Added
Win Advisors, Inc174$23.3K0.01%+174New
Quarry LP185$24.8K0.03%+185New
Clear Perspectives Financial Planning, LLC186$24.9K0.01%00.0%Unchanged
Retirement Financial Solutions, LLC197$26.4K0.02%+197New
Disciplina Capital Management LLC220$29.5K0.01%+2+0.9%Added
Grayhawk Investment Strategies Inc.69,778$29.8K0.02%+69,556+31,331.5%Added
Creative Capital Management Investments LLC222$30.0K0.03%+222New
Evolution Advisers, Inc.251$33.0K0.03%−280−52.7%Reduced
Tower View Investment Management & Research LLC273$37.0K0.03%+2+0.7%Added
Bromfield Sneider Wealth Advisors290$38.9K0.04%00.0%Unchanged
Robbins Farley LLC308$41.3K0.03%−2,584−89.3%Reduced
Horizons Wealth Management318$43.0K0.03%00.0%Unchanged
Boulder Wealth Advisors, LLC320$43.0K0.04%+320New
Capital Directions Investment Advisors, LLC327$43.9K0.02%+327Added
Financial Synergies Wealth Advisors, Inc.348$46.6K0.01%+141+68.1%Added
Ulland Investment Advisors, LLC350$47.0K0.06%−100−22.2%Reduced
Sander Capital Advisors Inc350$47.0K0.03%00.0%Unchanged
New Millennium Group LLC365$48.9K0.05%+18+5.2%Added
Veritas Investment Partners (UK) Ltd.380$51.0K0.00%00.0%Unchanged
Tanaka Capital Management Inc386$52.0K0.16%−6−1.5%Reduced
Cedar Mountain Advisors, LLC390$52.3K0.02%00.0%Unchanged
Marquette Asset Management, LLC400$53.6K0.02%−823−67.3%Reduced
Aspire Private Capital, LLC411$55.1K0.02%00.0%Unchanged
Belvedere Trading LLC431$57.8K0.03%+431New
VitalStone Financial, LLC433$58.0K0.04%+433New
WR Wealth Planners, LLC444$59.5K0.04%−24−5.1%Reduced
Marshall & Sullivan Inc450$60.3K0.04%+450New
Freedom Wealth Alliance, LLC450$60.3K0.09%+450New
Iron Horse Wealth Management, LLC455$61.0K0.03%+450+9,000.0%Added
Acima Private Wealth, LLC459$61.6K0.03%00.0%Unchanged
Stuart Chaussee & Associates, Inc.462$62.0K0.02%00.0%Unchanged
Riggs Asset Managment Co. Inc.492$66.0K0.03%−408−45.3%Reduced
Mendota Financial Group, LLC499$66.9K0.09%+499New
University of Texas/Texas Am Investment Managment Co500$67.0K0.03%+500New
Caption Management, LLC500$67.0K0.01%+500New
Delos Wealth Advisors, LLC505$67.7K0.10%00.0%Unchanged
Global Wealth Strategies & Associates526$70.5K0.04%+526New
Paragon Wealth Strategies, LLC538$72.2K0.09%+3+0.6%Added
Horrell Capital Management, Inc.547$73.0K0.02%00.0%Unchanged
Red Tortoise LLC554$74.3K0.05%+554New
Ayalon Holdings Ltd.563$75.0K0.04%00.0%Unchanged
Valley Forge Investment Consultants Inc Adv563$75.5K0.04%00.0%Unchanged
True Wealth Design, LLC565$75.7K0.04%+565New
Maryland Capital Advisors Inc.575$77.1K0.07%00.0%Unchanged
Centiva Capital, LP576$77.2K0.01%−5,553−90.6%Reduced
DecisionPoint Financial, LLC610$81.8K0.05%+610New
McClarren Financial Advisors, Inc.638$85.0K0.08%+3+0.5%Added
C M Bidwell & Associates Ltd675$90.5K0.07%00.0%Unchanged
Guardian Wealth Management, Inc.682$91.5K0.09%−3−0.4%Reduced
Financial Avengers, Inc.711$95.4K0.08%+4+0.6%Added
Glassy Mountain Advisors, Inc.714$95.7K0.05%+714New
Miller Wealth Advisors, LLC760$97.0K0.07%+230+43.4%Added
WFA Asset Management Corp782$104.9K0.07%−567−42.0%Reduced
Moisand Fitzgerald Tamayo, LLC787$105.5K0.02%+192+32.3%Added
Private Ocean, LLC812$108.8K0.01%−11−1.3%Reduced
Schubert & Co812$108.9K0.10%+41+5.3%Added
Coastal Capital Group, Inc.1,089$113.8K0.03%+1+0.1%Added
Leelyn Smith, LLC859$115.1K0.03%+260+43.4%Added
HBC Financial Services, PLLC891$121.0K0.10%+1+0.1%Added
O'Brien Wealth Partners LLC906$121.5K0.05%−273−23.2%Reduced
Ten Capital Wealth Advisors, LLC909$121.9K0.05%+327+56.2%Added
Operose Advisors LLC929$124.6K0.07%−100−9.7%Reduced