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 |
|---|---|---|---|---|---|
| CPA Asset Management LLC | 8,175 | $1.10M | 0.84% | +8,175 | New |
| Clarus Group, Inc. | 8,185 | $1.10M | 0.96% | −150−1.8% | Reduced |
| McDaniel Terry & Co | 8,188 | $1.10M | 0.13% | 00.0% | Unchanged |
| Hummer Financial Advisory Services Inc | 8,193 | $1.10M | 1.21% | 00.0% | Unchanged |
| Plancorp, LLC | 8,201 | $1.10M | 0.06% | +283+3.6% | Added |
| IPG Investment Advisors LLC | 8,212 | $1.10M | 0.31% | +4,700+133.8% | Added |
| Legacy Bridge, LLC | 8,219 | $1.10M | 0.78% | +21+0.3% | Added |
| Orca Investment Management, LLC | 8,222 | $1.10M | 1.40% | +30+0.4% | Added |
| Monterey Private Wealth, Inc. | 8,236 | $1.10M | 0.60% | +4,463+118.3% | Added |
| Keystone Financial Services | 7,910 | $1.11M | 0.60% | +44+0.6% | Added |
| McElhenny Sheffield Capital Management, LLC | 8,270 | $1.11M | 0.52% | 00.0% | Unchanged |
| Lionsbridge Wealth Management LLC | 8,304 | $1.11M | 1.09% | +89+1.1% | Added |
| Concord Wealth Partners | 8,305 | $1.11M | 0.33% | −5,531−40.0% | Reduced |
| Ami Asset Management Corp | 8,319 | $1.12M | 0.08% | +2,725+48.7% | Added |
| Prossimo Advisors, LLC | 8,319 | $1.12M | 2.58% | +8,319 | New |
| GFG Capital, LLC | 8,332 | $1.12M | 0.25% | −11,347−57.7% | Reduced |
| Reuter James Wealth Management, LLC | 8,348 | $1.12M | 0.81% | +1,422+20.5% | Added |
| Select Asset Management & Trust | 8,360 | $1.12M | 1.35% | −124−1.5% | Reduced |
| American State Bank (Iowa) | 8,384 | $1.12M | 0.87% | +709+9.2% | Added |
| Castle Wealth Management LLC | 8,402 | $1.13M | 0.71% | −901−9.7% | Reduced |
| Maven Securities LTD | 8,409 | $1.13M | 0.23% | −16,049−65.6% | Reduced |
| Silicon Hills Wealth Management, LLC | 8,425 | $1.13M | 0.84% | 00.0% | Unchanged |
| Westbourne Investment Advisors, Inc. | 8,435 | $1.13M | 0.57% | −1,925−18.6% | Reduced |
| Rainsberger Wealth Advisors, Inc. | 8,443 | $1.13M | 0.72% | −136−1.6% | Reduced |
| Meeder Asset Management Inc | 8,452 | $1.13M | 0.10% | −33,045−79.6% | Reduced |
| CFO4Life Group, LLC | 8,460 | $1.13M | 0.24% | +2,578+43.8% | Added |
| CFO4Life, L.P. | 8,460 | $1.13M | 0.24% | +8,460 | New |
| AXS Investments LLC | 8,482 | $1.14M | 0.41% | −2,103−19.9% | Reduced |
| Rappaport Reiches Capital Management, LLC | 8,483 | $1.14M | 0.56% | +8,483 | New |
| Capital Management Associates | 8,503 | $1.14M | 1.69% | +10.0% | Added |
| Triad Financial Advisors, Inc. | 8,521 | $1.14M | 0.51% | 00.0% | Unchanged |
| Eagle Capital Management LLC | 8,524 | $1.14M | 0.01% | −284−3.2% | Reduced |
| Cora Capital Advisors LLC | 8,525 | $1.14M | 0.79% | +8,525 | New |
| Keel Point, LLC | 8,530 | $1.14M | 0.18% | +536+6.7% | Added |
| Fidelis Capital Partners, LLC | 8,330 | $1.14M | 1.35% | +8,330 | New |
| JFS Wealth Advisors, LLC | 8,544 | $1.15M | 0.11% | −495−5.5% | Reduced |
| TBH Global Asset Management, LLC | 8,553 | $1.15M | 0.28% | +171+2.0% | Added |
| Cheviot Value Management, LLC | 8,558 | $1.15M | 0.28% | +42+0.5% | Added |
| PSI Advisors, LLC | 8,561 | $1.15M | 0.61% | +165+2.0% | Added |
| First National Bank & Trust Co of Newtown | 8,580 | $1.15M | 0.26% | +70+0.8% | Added |
| Defined Wealth Management, LLC | 8,586 | $1.15M | 1.08% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 8,607 | $1.15M | 0.34% | −249−2.8% | Reduced |
| Mason & Associates Inc | 8,617 | $1.16M | 0.37% | +10.0% | Added |
| Old Mission Investment Co LLC | 8,634 | $1.16M | 0.49% | −719−7.7% | Reduced |
| First National Bank Sioux Falls | 8,635 | $1.16M | 0.84% | +1,353+18.6% | Added |
| FSM Wealth Advisors, LLC | 8,649 | $1.16M | 0.82% | −89−1.0% | Reduced |
| Ti-Trust, Inc | 8,650 | $1.16M | 1.10% | +335+4.0% | Added |
| Salzhauer Michael | 8,660 | $1.16M | 0.70% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 8,699 | $1.17M | 1.01% | +979+12.7% | Added |
| Galibier Capital Management Ltd. | 8,710 | $1.17M | 0.24% | −2,025−18.9% | Reduced |
| Ayrshire Capital Management LLC | 8,716 | $1.17M | 0.82% | +344+4.1% | Added |
| Summit Financial Wealth Advisors, LLC | 8,753 | $1.17M | 0.28% | +213+2.5% | Added |
| Cypress Wealth Services, LLC | 8,762 | $1.17M | 0.38% | +456+5.5% | Added |
| Meridian Financial Partners LLC | 8,735 | $1.18M | 1.32% | +65+0.7% | Added |
| Carmichael Hill & Associates, Inc. | 8,808 | $1.18M | 0.66% | −92−1.0% | Reduced |
| Ascension Asset Management LLC | 8,854 | $1.19M | 0.86% | −100−1.1% | Reduced |
| Westwood Wealth Management | 8,887 | $1.19M | 1.43% | −435−4.7% | Reduced |
| Navalign, LLC | 8,887 | $1.19M | 0.49% | +61+0.7% | Added |
| Capital Advisors, Ltd. LLC | 10,207 | $1.19M | 0.21% | +17+0.2% | Added |
| Stephenson National Bank & Trust | 8,911 | $1.20M | 0.75% | +233+2.7% | Added |
| Brooktree Capital Management | 8,922 | $1.20M | 0.98% | −1,976−18.1% | Reduced |
| RFP Financial Group LLC | 8,925 | $1.20M | 0.54% | +8,925 | New |
| Hendershot Investments Inc. | 8,925 | $1.20M | 0.20% | +52+0.6% | Added |
| CVA Family Office, LLC | 8,929 | $1.20M | 0.29% | +244+2.8% | Added |
| Round Rock Advisors, LLC | 8,929 | $1.20M | 0.49% | −7−0.1% | Reduced |
| Column Capital Advisors, LLC | 8,980 | $1.20M | 0.20% | +224+2.6% | Added |
| West Family Investments, Inc. | 8,995 | $1.21M | 0.41% | +64+0.7% | Added |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 9,000 | $1.21M | 0.84% | 00.0% | Unchanged |
| Inscription Capital, LLC | 9,009 | $1.21M | 0.41% | −625−6.5% | Reduced |
| Paulson Wealth Management Inc. | 9,018 | $1.21M | 0.59% | +283+3.2% | Added |
| Hardy Reed LLC | 9,043 | $1.21M | 0.23% | −25−0.3% | Reduced |
| Zhang Financial LLC | 9,062 | $1.22M | 0.15% | +5,657+166.1% | Added |
| Wealth Management Associates, Inc. | 9,079 | $1.22M | 0.81% | +1,057+13.2% | Added |
| Caz Investments LP | 9,100 | $1.22M | 3.98% | 00.0% | Unchanged |
| Diversified, LLC | 9,104 | $1.22M | 0.48% | +1,760+24.0% | Added |
| Citadel Investment Advisory, Inc. | 9,111 | $1.22M | 0.84% | −100−1.1% | Reduced |
| KRS Capital Management, LLC | 9,120 | $1.22M | 1.67% | −47−0.5% | Reduced |
| WESPAC Advisors, LLC | 9,128 | $1.22M | 2.12% | +84+0.9% | Added |
| Single Point Partners, LLC | 9,134 | $1.23M | 0.29% | +786+9.4% | Added |
| Quent Capital, LLC | 9,137 | $1.23M | 0.22% | +1,774+24.1% | Added |
| Westmount Partners, LLC | 9,143 | $1.23M | 0.64% | +9,143 | New |
| Catalyst Financial Partners LLC | 9,151 | $1.23M | 0.63% | +9,151 | New |
| Financial Perspectives, Inc | 9,166 | $1.23M | 0.63% | −188−2.0% | Reduced |
| Revolve Wealth Partners, LLC | 9,176 | $1.23M | 0.35% | −1,363−12.9% | Reduced |
| General Partner, Inc. | 9,186 | $1.23M | 1.13% | +9,186 | New |
| 1620 Investment Advisors, Inc. | 9,187 | $1.23M | 1.50% | +207+2.3% | Added |
| Deseret Mutual Benefit Administrators | 9,220 | $1.24M | 0.51% | −6,792−42.4% | Reduced |
| South Street Advisors LLC | 9,224 | $1.24M | 0.27% | −647−6.6% | Reduced |
| Ausdal Financial Partners, Inc. | 9,252 | $1.24M | 0.18% | +126+1.4% | Added |
| Bennett Selby Investments LP | 9,273 | $1.24M | 0.93% | +19+0.2% | Added |
| Iron Financial, LLC | 9,284 | $1.25M | 0.71% | +2,737+41.8% | Added |
| Gilbert & Cook, Inc. | 9,285 | $1.25M | 0.23% | −71−0.8% | Reduced |
| Aspen Wealth Strategies, LLC | 9,304 | $1.25M | 1.00% | +9,304 | New |
| Colonial River Wealth Management, LLC | 9,314 | $1.25M | 0.80% | +460+5.2% | Added |
| Alps Advisors Inc | 9,320 | $1.25M | 0.01% | +218+2.4% | Added |
| LVM Capital Management Ltd | 9,326 | $1.25M | 0.18% | 00.0% | Unchanged |
| City State Bank | 9,339 | $1.25M | 0.77% | +112+1.2% | Added |
| Personal Cfo Solutions, LLC | 9,349 | $1.25M | 0.27% | +725+8.4% | Added |
| Calton & Associates, Inc. | 9,351 | $1.25M | 0.49% | +2,923+45.5% | Added |
| One + One Wealth Management, LLC | 9,379 | $1.26M | 0.88% | −165−1.7% | Reduced |