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; 5,157 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 5,157 | $643.7B |
| Q1 2026 | 5,102 | $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 | 4,679 | $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 | 3,711 | $297.0B |
| Q2 2023 | 3,672 | $297.6B |
| Q1 2023 | 3,612 | $266.3B |
| Q4 2022 | 3,629 | $278.3B |
| Q3 2022 | 3,396 | $212.9B |
| Q2 2022 | 3,428 | $229.3B |
| Q1 2022 | 3,519 | $278.9B |
| Q4 2021 | 3,594 | $330.1B |
| Q3 2021 | 3,239 | $342.0B |
| Q2 2021 | 3,246 | $329.3B |
| Q1 2021 | 3,218 | $330.3B |
Institutions, Q4 2022
Shares, value and share of portfolio for each institution holding JPMorgan Chase & Co; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Trust Co of Oklahoma | 5,438 | $729.2K | 0.29% | +3+0.1% | Added |
| McNaughton Wealth Management, LLC | 5,442 | $729.8K | 0.50% | +91+1.7% | Added |
| Grant Street Asset Management, Inc. | 5,446 | $730.3K | 0.32% | 00.0% | Unchanged |
| Delta Investment Management, LLC | 5,468 | $733.2K | 0.24% | −107−1.9% | Reduced |
| First National Bank | 5,475 | $734.2K | 0.62% | −68−1.2% | Reduced |
| Requisite Capital Management, LLC | 5,483 | $735.3K | 0.24% | +510+10.3% | Added |
| Fairview Capital Investment Management, LLC | 5,489 | $736.1K | 0.05% | −388−6.6% | Reduced |
| Birchcreek Wealth Management, LLC | 5,495 | $736.9K | 0.66% | +130+2.4% | Added |
| Wilkins Investment Counsel Inc | 5,498 | $737.0K | 0.19% | 00.0% | Unchanged |
| Financial Partners Group, Inc | 5,189 | $739.7K | 0.16% | +210+4.2% | Added |
| HBW Advisory Services LLC | 5,517 | $740.0K | 0.20% | +392+7.6% | Added |
| Sandbox Financial Partners, LLC | 5,522 | $740.5K | 0.51% | +33+0.6% | Added |
| Southland Equity Partners LLC | 5,523 | $740.6K | 0.29% | +841+18.0% | Added |
| Bellevue Asset Management, LLC | 5,576 | $742.3K | 0.57% | −72−1.3% | Reduced |
| Vigilare Wealth Management | 5,536 | $742.4K | 0.43% | +15+0.3% | Added |
| Providence First Trust Co | 5,537 | $742.5K | 0.44% | +5,537 | New |
| Michael B. Yongue | 5,538 | $742.6K | 0.70% | −803−12.7% | Reduced |
| FirstPurpose Wealth LLC | 5,538 | $742.6K | 0.41% | −130−2.3% | Reduced |
| Allie Family Office LLC | 5,541 | $743.0K | 0.61% | 00.0% | Unchanged |
| Great Point Wealth Advisors, LLC | 5,551 | $744.3K | 0.25% | −100−1.8% | Reduced |
| Farther Finance Advisors, LLC | 5,570 | $746.9K | 0.29% | +5,570 | New |
| Portland Global Advisors LLC | 5,573 | $747.0K | 0.14% | 00.0% | Unchanged |
| Burt Wealth Advisors | 5,571 | $747.1K | 0.25% | +114+2.1% | Added |
| Moller Financial Services | 5,576 | $747.7K | 0.24% | 00.0% | Unchanged |
| Thrive Wealth Management, LLC | 5,579 | $748.1K | 0.21% | −242−4.2% | Reduced |
| Summit Asset Management, LLC | 5,585 | $748.9K | 0.22% | +230+4.3% | Added |
| 5th Street Advisors, LLC | 5,592 | $749.9K | 0.75% | +43+0.8% | Added |
| PBMares Wealth Management LLC | 5,607 | $751.9K | 0.30% | −1,390−19.9% | Reduced |
| Jacobs & Co | 5,612 | $752.0K | 0.10% | +2,773+97.7% | Added |
| Cowa, LLC | 3,209 | $752.2K | 0.47% | 00.0% | Unchanged |
| West Bancorporation Inc | 5,611 | $752.4K | 0.56% | −82−1.4% | Reduced |
| Sound Income Strategies, LLC | 5,612 | $752.6K | 0.10% | +1,236+28.2% | Added |
| Mosaic Family Wealth Partners, LLC | 5,618 | $753.3K | 0.21% | +5,618 | New |
| Element Wealth, LLC | 5,640 | $756.4K | 0.62% | −31−0.5% | Reduced |
| Roberts Glore & Co Inc | 5,664 | $759.5K | 0.26% | +1,620+40.1% | Added |
| Lavaca Capital LLC | 5,764 | $759.6K | 0.30% | +3,587+164.8% | Added |
| Menard Financial Group LLC | 5,669 | $760.2K | 1.81% | −1,563−21.6% | Reduced |
| Provence Wealth Management Group | 5,675 | $761.0K | 0.62% | +5,675 | New |
| WealthTrust Axiom LLC | 5,678 | $761.4K | 0.27% | −39−0.7% | Reduced |
| Silver Oak Securities, Inc | 5,680 | $762.0K | 0.14% | +809+16.6% | Added |
| E Fund Management Co., Ltd. | 5,679 | $762.0K | 0.06% | −260−4.4% | Reduced |
| Whitcomb & Hess, Inc. | 5,686 | $762.5K | 0.30% | −42−0.7% | Reduced |
| Options Solutions, LLC | 5,700 | $764.4K | 1.09% | +2,434+74.5% | Added |
| Eaton Financial Holdings Company, LLC | 5,706 | $765.2K | 0.65% | +5,706 | New |
| Westhampton Capital, LLC | 5,717 | $766.6K | 0.52% | +240+4.4% | Added |
| Covenant Partners, LLC | 5,718 | $766.8K | 0.31% | +1,611+39.2% | Added |
| Reynders McVeigh Capital Management, LLC | 5,717 | $767.0K | 0.06% | −450−7.3% | Reduced |
| Millennium Capital Advisors, LLC | 5,729 | $768.3K | 0.78% | 00.0% | Unchanged |
| Grey Fox Wealth Advisors, LLC | 5,734 | $768.9K | 0.51% | +5,734 | New |
| SBK Financial, Inc. | 5,747 | $770.7K | 1.22% | 00.0% | Unchanged |
| Powers Advisory Group, LLC | 5,763 | $772.8K | 0.57% | +34+0.6% | Added |
| Versor Investments LP | 5,789 | $776.3K | 0.07% | −19,068−76.7% | Reduced |
| Norris Financial Group, LLC | 5,791 | $776.6K | 0.66% | −22−0.4% | Reduced |
| Barnes Pettey Financial Advisors, LLC | 5,791 | $776.6K | 0.80% | +60+1.0% | Added |
| Oliver Luxxe Assets LLC | 5,796 | $777.2K | 0.22% | −405−6.5% | Reduced |
| Key Client Fiduciary Advisors, LLC | 5,798 | $777.5K | 0.53% | +453+8.5% | Added |
| Wills Financial Group, Inc. | 5,803 | $778.1K | 0.44% | −248−4.1% | Reduced |
| Legal Advantage Investments, Inc. | 5,818 | $780.2K | 0.64% | 00.0% | Unchanged |
| Cravens & Co Advisors, LLC | 5,831 | $781.9K | 0.72% | +5,831 | New |
| Arabesque Asset Management Ltd | 5,833 | $782.2K | 0.26% | +5,833 | New |
| Highland Financial Advisors, LLC | 5,836 | $783.0K | 0.46% | +36+0.6% | Added |
| Premier Asset Management LLC | 5,844 | $783.7K | 0.98% | +1,209+26.1% | Added |
| Austin Private Wealth, LLC | 5,851 | $784.6K | 0.14% | +682+13.2% | Added |
| Aurora Private Wealth, Inc. | 5,859 | $786.0K | 0.90% | −1,043−15.1% | Reduced |
| Crew Capital Management, Ltd. | 5,862 | $786.1K | 1.13% | −238−3.9% | Reduced |
| Cross Staff Investments Inc | 5,876 | $788.0K | 0.83% | +10.0% | Added |
| BOS Asset Management, LLC | 5,887 | $789.4K | 0.70% | +5,887 | New |
| Centerpoint Advisors, LLC | 5,889 | $790.0K | 0.37% | +188+3.3% | Added |
| Concorde Asset Management, LLC | 5,108 | $791.0K | 0.70% | −157−3.0% | Reduced |
| Hurlow Wealth Management Group, Inc. | 5,902 | $791.5K | 0.41% | +97+1.7% | Added |
| Cascade Investment Group, Inc. | 5,905 | $791.9K | 0.82% | +5,905 | New |
| Salomon & Ludwin, LLC | 5,912 | $792.8K | 0.10% | +967+19.6% | Added |
| Skba Capital Management LLC | 5,932 | $795.5K | 0.15% | +300+5.3% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 5,934 | $795.8K | 0.46% | +1,425+31.6% | Added |
| Security National Bank of So Dak | 5,933 | $796.0K | 0.58% | +1,800+43.6% | Added |
| PYA Waltman Capital, LLC | 5,939 | $796.4K | 0.42% | +738+14.2% | Added |
| Vision Capital Management, Inc. | 5,946 | $797.4K | 0.15% | 00.0% | Unchanged |
| KC Investment Advisors, LLC | 5,960 | $799.0K | 0.75% | −1,902−24.2% | Reduced |
| Clifford Group, LLC | 5,968 | $800.3K | 1.00% | +5,968 | New |
| Gateway Wealth Partners, LLC | 5,977 | $801.5K | 0.14% | +5,977 | New |
| McIlrath & Eck, LLC | 5,977 | $801.5K | 0.21% | +154+2.6% | Added |
| Crewe Advisors LLC | 5,984 | $802.5K | 0.13% | −1,614−21.2% | Reduced |
| Brown Capital Management LLC | 5,990 | $803.3K | 0.01% | −213−3.4% | Reduced |
| BMS Financial Advisors, LLC | 6,006 | $805.4K | 0.53% | −9−0.1% | Reduced |
| Pathway Financial Advisors LLC | 6,010 | $805.9K | 0.25% | −238−3.8% | Reduced |
| Alpha Family Trust | 6,010 | $805.9K | 0.73% | +6,010 | New |
| Disciplined Equity Management, Inc. | 6,010 | $806.0K | 0.71% | 00.0% | Unchanged |
| Lodestar Private Asset Management LLC | 6,012 | $806.2K | 0.15% | +6,012 | New |
| Trinity Legacy Partners, LLC | 6,014 | $806.4K | 0.32% | −215−3.5% | Reduced |
| Gordian Capital Singapore Pte Ltd | 6,017 | $807.0K | 1.27% | −9−0.1% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 5,803 | $807.3K | 0.01% | −48,888−89.4% | Reduced |
| FSB Premier Wealth Management, Inc. | 6,050 | $811.3K | 0.44% | +377+6.6% | Added |
| Atlas Capital Advisors LLC | 6,057 | $812.2K | 0.14% | 00.0% | Unchanged |
| Reitz Capital Advisors LLC | 6,062 | $813.0K | 0.77% | +10+0.2% | Added |
| Rosenberg Matthew Hamilton | 6,064 | $813.2K | 0.28% | −52−0.9% | Reduced |
| TrimTabs Asset Management, LLC | 6,065 | $813.3K | 0.53% | −8,372−58.0% | Reduced |
| Systematic Financial Management LP | 6,075 | $814.7K | 0.03% | 00.0% | Unchanged |
| Financial Engines Advisors L.L.C. | 6,083 | $815.8K | 0.00% | +2,554+72.4% | Added |
| Beaumont Asset Management, L.L.C. | 6,089 | $816.5K | 0.60% | +83+1.4% | Added |
| Shakespeare Wealth Management, Inc. | 6,095 | $817.4K | 0.30% | −1,601−20.8% | Reduced |