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 | 5,103 | $572.1B |
| Q4 2025 | 5,155 | $639.5B |
| Q3 2025 | 4,766 | $618.0B |
| Q2 2025 | 4,753 | $582.4B |
| Q1 2025 | 4,680 | $494.6B |
| Q4 2024 | 4,680 | $490.0B |
| Q3 2024 | 4,216 | $429.4B |
| Q2 2024 | 4,182 | $416.2B |
| Q1 2024 | 4,121 | $414.5B |
| Q4 2023 | 4,002 | $351.8B |
| Q3 2023 | 3,711 | $297.0B |
| Q2 2023 | 3,673 | $297.6B |
| Q1 2023 | 3,613 | $266.3B |
| Q4 2022 | 3,629 | $278.3B |
| Q3 2022 | 3,396 | $212.9B |
| Q2 2022 | 3,428 | $229.3B |
| Q1 2022 | 3,520 | $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, 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 |
|---|---|---|---|---|---|
| Affiance Financial, LLC | 7,076 | $948.9K | 0.38% | +97+1.4% | Added |
| Foster Victor Wealth Advisors, LLC | 6,906 | $952.7K | 0.12% | −14−0.2% | Reduced |
| Eukles Asset Management | 7,128 | $956.0K | 0.56% | +2,535+55.2% | Added |
| Five Oceans Advisors | 7,141 | $957.6K | 0.66% | −308−4.1% | Reduced |
| First Citizens Financial Corp | 7,147 | $958.0K | 0.83% | 00.0% | Unchanged |
| First National Bank of Hutchinson | 7,149 | $958.7K | 0.81% | +145+2.1% | Added |
| Sierra Capital LLC | 7,151 | $959.0K | 0.16% | +14+0.2% | Added |
| SRS Capital Advisors, Inc. | 7,195 | $964.9K | 0.13% | +28+0.4% | Added |
| ERn Financial, LLC | 7,203 | $965.9K | 0.22% | +34+0.5% | Added |
| Addison Advisors LLC | 7,240 | $970.9K | 0.58% | −1,840−20.3% | Reduced |
| Objective Capital Management, LLC | 7,244 | $971.4K | 0.97% | +80+1.1% | Added |
| Herbst Group, LLC | 7,250 | $972.2K | 0.79% | +170+2.4% | Added |
| Boston Common Asset Management, LLC | 7,257 | $973.0K | 0.05% | −4,357−37.5% | Reduced |
| Cubic Asset Management, LLC | 7,260 | $973.6K | 0.28% | 00.0% | Unchanged |
| Armbruster Capital Management, Inc. | 7,264 | $974.1K | 0.25% | 00.0% | Unchanged |
| Greenup Street Wealth Management LLC | 7,269 | $974.7K | 0.41% | −834−10.3% | Reduced |
| Olistico Wealth, LLC | 7,291 | $977.7K | 1.06% | +7,291 | New |
| DMG Group, LLC | 7,244 | $979.0K | 1.10% | −104−1.4% | Reduced |
| Twin Focus Capital Partners, LLC | 7,305 | $979.6K | 0.20% | −559−7.1% | Reduced |
| Hartford Funds Management Co LLC | 7,315 | $980.9K | 0.10% | +4,819+193.1% | Added |
| Phillips Wealth Planners LLC | 6,886 | $981.8K | 1.71% | +6,886 | New |
| Fullen Financial Group | 7,014 | $982.0K | 0.56% | +49+0.7% | Added |
| Sunflower Bank, N.A. | 7,343 | $984.0K | 0.21% | −1,091−12.9% | Reduced |
| Gateway Advisory, LLC | 7,334 | $984.0K | 0.25% | +6+0.1% | Added |
| Ironwood Investment Management LLC | 7,338 | $984.0K | 0.65% | −510−6.5% | Reduced |
| Threadgill Financial, LLC | 7,361 | $987.1K | 1.01% | +7,361 | New |
| O'Brien Greene & Co. Inc | 7,403 | $992.0K | 0.38% | −17,578−70.4% | Reduced |
| Denali Advisors LLC | 7,400 | $992.3K | 0.42% | −900−10.8% | Reduced |
| Harvest Volatility Management LLC | 7,430 | $996.4K | 0.20% | −1,378−15.6% | Reduced |
| State of Wyoming | 7,461 | $1.00M | 0.33% | +4,165+126.4% | Added |
| Veracity Capital LLC | 7,463 | $1.00M | 0.48% | +398+5.6% | Added |
| Capital Investment Counsel, Inc | 7,477 | $1.00M | 0.24% | +504+7.2% | Added |
| Kowal Investment Group, LLC | 7,482 | $1.00M | 0.30% | +110+1.5% | Added |
| LBMC Investment Advisors, LLC | 7,490 | $1.00M | 0.11% | 00.0% | Unchanged |
| RF&L Wealth Management, LLC | 7,493 | $1.00M | 1.04% | +7,493 | New |
| Atwood & Palmer Inc | 7,495 | $1.01M | 0.09% | +10.0% | Added |
| Lumina Fund Management LLC | 7,500 | $1.01M | 0.50% | 00.0% | Unchanged |
| Alta Advisers Ltd | 7,500 | $1.01M | 0.60% | 00.0% | Unchanged |
| Montz Harcus Wealth Management LLC | 7,511 | $1.01M | 1.00% | +155+2.1% | Added |
| M. Kraus & Co | 7,517 | $1.01M | 0.37% | −9−0.1% | Reduced |
| Almanack Investment Partners, LLC. | 7,536 | $1.01M | 0.22% | −10,228−57.6% | Reduced |
| Beacon Financial Advisory LLC | 7,542 | $1.01M | 0.72% | −546−6.8% | Reduced |
| Icapital Wealth LLC | 7,568 | $1.01M | 0.78% | −1,813−19.3% | Reduced |
| Physicians Financial Services, Inc. | 7,577 | $1.02M | 0.46% | 00.0% | Unchanged |
| IFG Advisors, LLC | 7,579 | $1.02M | 0.44% | −61−0.8% | Reduced |
| Iams Wealth Management, LLC | 7,586 | $1.02M | 1.04% | +7,586 | New |
| Renaissance Group LLC | 7,598 | $1.02M | 0.05% | −148−1.9% | Reduced |
| F3Logic, LLC | 7,603 | $1.02M | 0.21% | −991−11.5% | Reduced |
| Gallagher Benefit Services, Inc. | 7,603 | $1.02M | 0.21% | +7,603 | New |
| Alesco Advisors LLC | 7,613 | $1.02M | 0.04% | −505−6.2% | Reduced |
| Successful Portfolios LLC | 7,639 | $1.02M | 0.67% | +106+1.4% | Added |
| Aspireon Wealth Advisors | 7,675 | $1.02M | 0.53% | +99+1.3% | Added |
| Altus Wealth Group LLC | 7,669 | $1.03M | 0.78% | +1,388+22.1% | Added |
| Rock Creek Group, LP | 7,682 | $1.03M | 0.13% | −232−2.9% | Reduced |
| Dixon Fnancial Services, Inc. | 7,687 | $1.03M | 0.73% | −30.0% | Reduced |
| SignalPoint Asset Management, LLC | 7,715 | $1.03M | 0.36% | −177−2.2% | Reduced |
| ELCO Management Co., LLC | 7,725 | $1.04M | 0.78% | −468−5.7% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 7,731 | $1.04M | 0.07% | −290−3.6% | Reduced |
| Legacy Advisors, LLC | 7,732 | $1.04M | 0.19% | +1,749+29.2% | Added |
| Relative Value Partners Group, LLC | 7,736 | $1.04M | 0.07% | +2,211+40.0% | Added |
| QP Wealth Management, LLC | 7,760 | $1.04M | 1.62% | −346−4.3% | Reduced |
| Spinnaker Investment Group, LLC | 7,776 | $1.04M | 0.37% | +173+2.3% | Added |
| Morris Retirement Advisors, LLC | 7,803 | $1.05M | 0.82% | +1,648+26.8% | Added |
| Waterfront Wealth Inc. | 7,457 | $1.05M | 0.36% | −139−1.8% | Reduced |
| Laird Norton Trust Company, LLC | 7,807 | $1.05M | 0.15% | +7,807 | New |
| Benchmark Investment Advisors LLC | 7,817 | $1.05M | 1.11% | −295−3.6% | Reduced |
| Hyperion Partners, LLC | 7,833 | $1.05M | 1.00% | +7,833 | New |
| Quantum Private Wealth, LLC | 7,857 | $1.05M | 0.67% | +32+0.4% | Added |
| Matrix Trust Co | 7,863 | $1.05M | 0.27% | +1,925+32.4% | Added |
| Alhambra Investment Partners LLC | 7,872 | $1.06M | 0.77% | +70+0.9% | Added |
| Northwest Wealth Management, LLC | 7,883 | $1.06M | 0.45% | −350−4.3% | Reduced |
| Garrison Point Advisors, LLC | 7,902 | $1.06M | 0.87% | 00.0% | Unchanged |
| Alta Wealth Advisors LLC | 7,903 | $1.06M | 0.72% | +158+2.0% | Added |
| Apella Capital, LLC | 7,925 | $1.06M | 0.10% | +483+6.5% | Added |
| Pflug Koory, LLC | 7,937 | $1.06M | 0.59% | 00.0% | Unchanged |
| Ted Buchan & Co | 7,939 | $1.06M | 0.98% | +7,939 | New |
| Fulton Breakefield Broenniman LLC | 7,953 | $1.07M | 0.09% | +2,740+52.6% | Added |
| XTX Topco Ltd | 7,957 | $1.07M | 0.23% | +7,957 | New |
| Prostatis Group LLC | 7,972 | $1.07M | 0.65% | +5,775+262.9% | Added |
| Cardiff Park Advisors, LLC | 7,975 | $1.07M | 0.15% | −113−1.4% | Reduced |
| Strait & Sound Wealth Management LLC | 7,596 | $1.07M | 1.17% | +7,596 | New |
| Creative Financial Designs Inc | 7,987 | $1.07M | 0.16% | +25+0.3% | Added |
| Allegheny Financial Group LTD | 7,999 | $1.07M | 0.45% | +211+2.7% | Added |
| GoodHaven Capital Management, LLC | 8,000 | $1.07M | 0.72% | 00.0% | Unchanged |
| TLWM | 8,004 | $1.07M | 0.39% | +4,830+152.2% | Added |
| Carolinas Wealth Consulting LLC | 8,005 | $1.07M | 0.24% | −101−1.2% | Reduced |
| Fortress Wealth Group, LLC | 8,011 | $1.07M | 0.75% | −157−1.9% | Reduced |
| Financial Management Network Inc | 7,891 | $1.08M | 0.48% | −193−2.4% | Reduced |
| Proffitt & Goodson Inc | 8,045 | $1.08M | 0.23% | +91+1.1% | Added |
| Burke & Herbert Bank & Trust Co | 8,092 | $1.08M | 0.81% | −1,650−16.9% | Reduced |
| Keeley-Teton Advisors, LLC | 8,096 | $1.09M | 0.14% | +99+1.2% | Added |
| Stephens Consulting, LLC | 8,105 | $1.09M | 0.72% | +7+0.1% | Added |
| Accel Wealth Management | 8,106 | $1.09M | 0.52% | −541−6.3% | Reduced |
| Asio Capital, LLC | 8,106 | $1.09M | 0.31% | −305−3.6% | Reduced |
| Highview Capital Management LLC | 8,115 | $1.09M | 0.66% | −4,339−34.8% | Reduced |
| Clearview Wealth Advisors LLC | 8,116 | $1.09M | 0.84% | −19−0.2% | Reduced |
| Investors Research Corp | 8,122 | $1.09M | 0.29% | +63+0.8% | Added |
| Bouchey Financial Group Ltd | 8,137 | $1.09M | 0.16% | 00.0% | Unchanged |
| Oxler Private Wealth LLC | 8,158 | $1.09M | 0.59% | +71+0.9% | Added |
| W Advisors, LLC | 8,166 | $1.10M | 0.91% | −149−1.8% | Reduced |