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 |
|---|---|---|---|---|---|
| TCM Advisors, LLC | – | $818.0K | 0.85% | – | – |
| Barrett & Company, Inc. | 6,131 | $822.2K | 0.54% | 00.0% | Unchanged |
| One Wealth Advisors, LLC | 6,148 | $824.4K | 0.19% | −1,458−19.2% | Reduced |
| Phocas Financial Corp. | 6,156 | $825.5K | 0.12% | −2,170−26.1% | Reduced |
| Highline Wealth Partners LLC | 6,158 | $825.8K | 0.61% | 00.0% | Unchanged |
| Greystone Financial Group, LLC | 6,168 | $827.1K | 0.24% | −210−3.3% | Reduced |
| Narus Financial Partners, LLC | 6,197 | $831.0K | 0.48% | +225+3.8% | Added |
| Keating Investment Counselors Inc | 6,198 | $831.2K | 0.33% | 00.0% | Unchanged |
| Riverbridge Partners LLC | 6,205 | $832.0K | 0.01% | 00.0% | Unchanged |
| Solstein Capital, LLC | 6,231 | $835.5K | 0.70% | +10.0% | Added |
| LWM Advisory Services, LLC | 6,237 | $837.4K | 0.93% | −3,567−36.4% | Reduced |
| Private Wealth Advisors | 6,246 | $837.5K | 0.36% | −135−2.1% | Reduced |
| Cooper Financial Group | 6,254 | $838.6K | 0.26% | +395+6.7% | Added |
| Westwood Management Corp | 6,260 | $839.0K | 0.11% | 00.0% | Unchanged |
| Talisman Wealth Advisors LLC | 6,256 | $839.0K | 1.78% | +6,256 | New |
| Viewpoint Capital Management LLC | 6,265 | $840.1K | 0.81% | −911−12.7% | Reduced |
| Eagle Bay Advisors LLC | 6,278 | $842.0K | 0.47% | +300+5.0% | Added |
| Bordeaux Wealth Advisors LLC | 6,283 | $842.5K | 0.46% | +83+1.3% | Added |
| First Heartland Consultants, Inc. | 6,293 | $844.0K | 0.14% | +1,383+28.2% | Added |
| McGlone Suttner Wealth Management, Inc. | 6,299 | $844.9K | 0.27% | +6,299 | New |
| Tennessee Valley Asset Management Partners | 6,337 | $849.8K | 0.29% | +153+2.5% | Added |
| Security Financial Services, INC. | 6,344 | $850.7K | 0.26% | −23−0.4% | Reduced |
| Davis Investment Partners, LLC | 5,970 | $850.9K | 0.43% | +5,970 | New |
| Greatmark Investment Partners, Inc. | 6,347 | $851.1K | 0.16% | +470+8.0% | Added |
| Berger Financial Group, Inc | 6,349 | $851.4K | 0.11% | −78−1.2% | Reduced |
| KLK Capital Management LLC | 6,350 | $851.5K | 1.17% | +205+3.3% | Added |
| LexAurum Advisors, LLC | 6,352 | $851.8K | 0.31% | −86−1.3% | Reduced |
| Krane Funds Advisors LLC | 6,355 | $852.0K | 0.03% | +496+8.5% | Added |
| Wealth Dimensions Group, Ltd. | 6,392 | $857.2K | 0.35% | +213+3.4% | Added |
| Wiley Bros.-Aintree Capital, LLC | 6,395 | $857.6K | 0.43% | −93−1.4% | Reduced |
| Silvia McColl Wealth Management, LLC | 6,408 | $859.3K | 0.84% | +6,408 | New |
| Kolinsky Wealth Management, LLC | 6,413 | $860.0K | 0.98% | +116+1.8% | Added |
| Consilium Wealth Advisory, LLC | 6,414 | $860.1K | 0.73% | +134+2.1% | Added |
| Stiles Financial Services Inc | 6,436 | $863.0K | 0.49% | −158−2.4% | Reduced |
| Sterneck Capital Management, LLC | 6,438 | $863.3K | 0.57% | +10.0% | Added |
| Financial Insights, Inc. | 6,455 | $865.6K | 0.41% | +1,636+33.9% | Added |
| New Jersey Better Educational Savings Trust | 6,461 | $866.4K | 2.55% | 00.0% | Unchanged |
| Gray Wealth Management Inc. | 6,466 | $867.1K | 0.50% | +424+7.0% | Added |
| McLean Asset Management Corp | 6,475 | $868.4K | 0.30% | +237+3.8% | Added |
| HF Advisory Group, LLC | 6,484 | $869.5K | 0.88% | +6,484 | New |
| Wallace Advisory Group, LLC | 6,499 | $871.5K | 0.69% | +6,499 | New |
| Innovis Asset Management LLC | 6,511 | $873.1K | 0.39% | +6,511 | New |
| Latitude Advisors, LLC | 6,511 | $873.2K | 0.65% | −104−1.6% | Reduced |
| Wagner Wealth Management, LLC | 6,519 | $874.2K | 0.54% | +22+0.3% | Added |
| Rpo LLC | 6,520 | $874.3K | 0.34% | −41,487−86.4% | Reduced |
| Port Capital LLC | 6,525 | $875.0K | 0.06% | −679−9.4% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 6,535 | $876.0K | 0.26% | −7,595−53.8% | Reduced |
| Cahill Financial Advisors Inc | 6,533 | $876.0K | 0.17% | +1,109+20.4% | Added |
| AllSquare Wealth Management LLC | 6,566 | $880.4K | 0.60% | 00.0% | Unchanged |
| Gould Asset Management LLC | 6,580 | $882.4K | 0.27% | +75+1.2% | Added |
| CapWealth Advisors, LLC | 6,585 | $883.0K | 0.10% | +225+3.5% | Added |
| Northern Financial Advisors Inc | 7,101 | $884.2K | 1.00% | +7,101 | New |
| Rodgers Brothers Inc. | 6,607 | $886.0K | 0.18% | 00.0% | Unchanged |
| Hamilton Capital, LLC | 6,611 | $886.5K | 0.06% | +3,138+90.4% | Added |
| L2 Asset Management, LLC | 6,623 | $888.1K | 0.57% | +762+13.0% | Added |
| Audent Global Asset Management, LLC | 6,628 | $888.8K | 1.96% | −13,243−66.6% | Reduced |
| Regent Peak Wealth Advisors LLC | 6,635 | $889.8K | 0.29% | +525+8.6% | Added |
| Financial Council Asset Management Inc | 6,660 | $893.1K | 0.56% | 00.0% | Unchanged |
| REDW Wealth LLC | 6,665 | $893.8K | 0.31% | +79+1.2% | Added |
| Waypoint Capital Advisors, LLC | 6,665 | $893.8K | 0.31% | +381+6.1% | Added |
| SC&H Financial Advisors, Inc. | 6,756 | $905.9K | 0.38% | −134−1.9% | Reduced |
| Richard W. Paul & Associates, LLC | 6,760 | $906.5K | 0.46% | +6,760 | New |
| Hall Laurie J Trustee | 6,765 | $907.0K | 0.41% | −150−2.2% | Reduced |
| Portland Investment Counsel Inc. | 6,780 | $909.0K | 0.52% | 00.0% | Unchanged |
| Winmill & Co. Inc | 6,800 | $911.9K | 0.33% | 00.0% | Unchanged |
| Greylin Investment Mangement Inc | 6,800 | $911.9K | 0.17% | 00.0% | Unchanged |
| AlphaStar Capital Management, LLC | 6,899 | $913.4K | 0.09% | −232−3.3% | Reduced |
| Palogic Value Management, L.P. | 6,824 | $915.1K | 0.48% | +6,824 | New |
| Exos TFP Holdings LLC | 6,838 | $917.0K | 0.25% | +4,159+155.2% | Added |
| Northside Capital Management, LLC | 6,850 | $918.6K | 0.28% | +127+1.9% | Added |
| Viawealth, LLC | 6,695 | $919.7K | 0.76% | +6,695 | New |
| TD Ameritrade Investment Management, LLC | 6,857 | $920.0K | 0.01% | −2,049−23.0% | Reduced |
| waypoint wealth counsel | 6,864 | $920.4K | 0.74% | +6,864 | New |
| Glassman Wealth Services | 6,864 | $920.5K | 0.17% | +739+12.1% | Added |
| Capital Planning Advisors, LLC | 6,865 | $920.6K | 0.22% | −12,961−65.4% | Reduced |
| Balboa Wealth Partners | 6,866 | $920.7K | 0.42% | −631−8.4% | Reduced |
| Cladis Investment Advisory, LLC | 6,879 | $922.5K | 0.92% | +36+0.5% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 6,892 | $924.0K | 1.38% | −21−0.3% | Reduced |
| Ulysses Management LLC | 6,900 | $925.3K | 0.27% | −3,100−31.0% | Reduced |
| Coastwise Capital Group, LLC | 6,900 | $925.3K | 1.10% | +6,900 | New |
| Probity Advisors, Inc. | 6,913 | $927.0K | 0.21% | 00.0% | Unchanged |
| Eubel Brady & Suttman Asset Management Inc | 6,935 | $930.0K | 0.15% | −15−0.2% | Reduced |
| First Command Bank | 6,944 | $931.0K | 0.12% | +382+5.8% | Added |
| First Command Financial Services, Inc. | 6,944 | $931.0K | 0.12% | +382+5.8% | Added |
| Green Harvest Asset Management LLC | 6,943 | $931.1K | 0.04% | +6,943 | New |
| CWS Financial Advisors, LLC | 6,131 | $933.0K | 0.40% | −422−6.4% | Reduced |
| Okabena Investment Services Inc | 6,959 | $933.2K | 0.67% | −3,587−34.0% | Reduced |
| Purus Wealth Management, LLC | 6,961 | $933.5K | 0.85% | −39−0.6% | Reduced |
| Core Wealth Partners LLC | 7,197 | $936.0K | 1.16% | +7,197 | New |
| Meridian Investment Counsel Inc. | 6,995 | $938.0K | 0.37% | 00.0% | Unchanged |
| First Pacific Advisors, LP | 7,000 | $938.7K | 0.01% | 00.0% | Unchanged |
| Sippican Capital Advisors | 7,014 | $941.0K | 0.90% | −100−1.4% | Reduced |
| Edgemoor Investment Advisors, Inc. | 7,033 | $943.3K | 0.12% | +1,733+32.7% | Added |
| Asset Management Corp | 7,041 | $944.2K | 0.79% | −1,091−13.4% | Reduced |
| Prelude Capital Management, LLC | 7,058 | $946.5K | 0.06% | +3,157+80.9% | Added |
| Wall Street Access Asset Management, LLC | 7,060 | $946.8K | 0.71% | +6+0.1% | Added |
| Angeles Wealth Management, LLC | 7,061 | $946.9K | 0.17% | +1,058+17.6% | Added |
| Lantz Financial LLC | 7,070 | $948.1K | 0.43% | +798+12.7% | Added |
| Profit Investment Management, LLC | 7,072 | $948.4K | 0.67% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 7,073 | $948.5K | 0.14% | −153−2.1% | Reduced |