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
- 3,628
- +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
- 1,367 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 |
|---|---|---|---|---|---|
| Fiera Capital Corp | 9,379 | $1.26M | 0.00% | +372+4.1% | Added |
| Great Lakes Retirement, Inc. | 9,394 | $1.26M | 0.32% | +9,394 | New |
| Disciplined Investments, LLC | 9,428 | $1.26M | 0.62% | −730−7.2% | Reduced |
| Cambridge Advisors Inc. | 9,430 | $1.26M | 0.34% | +131+1.4% | Added |
| Bassett Hargrove Investment Counsel, LLC | 9,494 | $1.26M | 2.37% | −245−2.5% | Reduced |
| Wealthquest Corp | 9,443 | $1.27M | 0.16% | −250−2.6% | Reduced |
| ASB Consultores, LLC | 9,444 | $1.27M | 0.52% | +909+10.7% | Added |
| Central Bank & Trust Co | 9,449 | $1.27M | 0.24% | +657+7.5% | Added |
| Perennial Investment Advisors, LLC | 9,453 | $1.27M | 0.52% | +352+3.9% | Added |
| Morton Capital Management LLC | 9,473 | $1.27M | 0.50% | −296−3.0% | Reduced |
| Syntal Capital Partners, LLC | 9,475 | $1.27M | 0.50% | +117+1.3% | Added |
| Sage Rhino Capital LLC | 9,478 | $1.27M | 0.40% | +78+0.8% | Added |
| Hemenway Trust Co LLC | 9,481 | $1.27M | 0.14% | −35−0.4% | Reduced |
| Mendel Capital Management LLC | 9,490 | $1.27M | 1.33% | +163+1.7% | Added |
| Traverso Chambers Private Wealth Management, LLC | 9,500 | $1.27M | 0.37% | −29−0.3% | Reduced |
| Quattro Financial Advisors LLC | 9,500 | $1.27M | 0.51% | +1,893+24.9% | Added |
| Ridgecrest Wealth Partners, LLC | 9,502 | $1.27M | 0.97% | +58+0.6% | Added |
| Amica Retiree Medical Trust | 9,507 | $1.27M | 1.64% | −3,056−24.3% | Reduced |
| Alterity Financial Group, LLC | 9,512 | $1.28M | 2.07% | −329−3.3% | Reduced |
| Private Portfolio Partners LLC | 9,513 | $1.28M | 0.34% | −1,884−16.5% | Reduced |
| Eqis Capital Management, Inc. | 9,529 | $1.28M | 0.14% | −261−2.7% | Reduced |
| Tradition Wealth Management, LLC | 9,529 | $1.28M | 0.18% | −94−1.0% | Reduced |
| Bulltick Wealth Management, LLC | 9,533 | $1.28M | 0.37% | −15,164−61.4% | Reduced |
| Connors Investor Services Inc | 9,550 | $1.28M | 0.16% | −110−1.1% | Reduced |
| Philo Smith Capital Corp | 9,550 | $1.28M | 0.46% | 00.0% | Unchanged |
| Kapstone Financial Advisors LLC | 9,260 | $1.29M | 1.17% | +9,260 | New |
| CRA Financial Services, LLC | 9,599 | $1.29M | 0.42% | +175+1.9% | Added |
| Alera Investment Advisors, LLC | 9,616 | $1.29M | 0.30% | −420−4.2% | Reduced |
| Redhawk Wealth Advisors, Inc. | 9,619 | $1.29M | 0.50% | +520+5.7% | Added |
| West Paces Advisors Inc. | 9,660 | $1.30M | 0.41% | −1,279−11.7% | Reduced |
| Baystate Wealth Management LLC | 9,666 | $1.30M | 0.12% | +742+8.3% | Added |
| Kozak & Associates, Inc. | 9,675 | $1.30M | 0.65% | +1,379+16.6% | Added |
| Mirabella Financial Services LLP | 9,700 | $1.30M | 0.12% | −65,916−87.2% | Reduced |
| Graham Capital Management, L.P. | 9,725 | $1.30M | 0.05% | −5,070−34.3% | Reduced |
| Well Done, LLC | 9,734 | $1.31M | 0.28% | +1,089+12.6% | Added |
| Ramsay, Stattman, Vela & Price, Inc. | 9,741 | $1.31M | 0.29% | −475−4.6% | Reduced |
| Masso Torrence Wealth Management Inc. | 9,742 | $1.31M | 1.04% | −2,583−21.0% | Reduced |
| Hemington Wealth Management | 9,790 | $1.31M | 0.56% | −45−0.5% | Reduced |
| US Asset Management LLC | 9,785 | $1.31M | 1.42% | +9,785 | New |
| Bigelow Investment Advisors, LLC | 9,793 | $1.31M | 0.76% | +302+3.2% | Added |
| Towercrest Capital Management | 9,831 | $1.32M | 0.29% | +410+4.4% | Added |
| Onyx Bridge Wealth Group LLC | 9,562 | $1.32M | 0.54% | +310+3.4% | Added |
| Round Hill Asset Management | 9,856 | $1.32M | 0.82% | −221−2.2% | Reduced |
| Allred Capital Management, LLC | 9,860 | $1.32M | 0.73% | −93−0.9% | Reduced |
| Childress Capital Advisors, LLC | 9,865 | $1.32M | 0.44% | +1,236+14.3% | Added |
| STAR Financial Bank | 9,871 | $1.32M | 1.31% | +9,871 | New |
| Richard P Slaughter Associates Inc | 9,873 | $1.32M | 0.42% | −248−2.5% | Reduced |
| Auxano Advisors, LLC | 9,897 | $1.33M | 0.60% | +20.0% | Added |
| N.E.W. Advisory Services LLC | 9,900 | $1.33M | 0.21% | +5,031+103.3% | Added |
| Focused Wealth Management, Inc | 9,908 | $1.33M | 0.27% | −7−0.1% | Reduced |
| Cozad Asset Management Inc | 9,926 | $1.33M | 0.19% | +509+5.4% | Added |
| Evanson Asset Management, LLC | 9,963 | $1.34M | 0.15% | −2,967−22.9% | Reduced |
| Berkeley Capital Partners, LLC | 9,969 | $1.34M | 0.52% | +416+4.4% | Added |
| Eley Financial Management, Inc | 9,970 | $1.34M | 0.72% | +9,970 | New |
| HMS Capital Management, LLC | 10,009 | $1.34M | 0.91% | +1,405+16.3% | Added |
| Wealth Management Partners, LLC | 10,000 | $1.35M | 1.12% | 00.0% | Unchanged |
| Windsor Group LTD | 9,775 | $1.35M | 0.28% | +157+1.6% | Added |
| Global Trust Asset Management, LLC | 10,070 | $1.35M | 0.68% | +1,688+20.1% | Added |
| BigSur Wealth Management LLC | 10,071 | $1.35M | 0.65% | −200−1.9% | Reduced |
| Executive Wealth Management, LLC | 10,074 | $1.35M | 0.17% | +9,198+1,050.0% | Added |
| Eudaimonia Advisors LLC | 10,080 | $1.35M | 0.92% | −50−0.5% | Reduced |
| Park Edge Advisors, LLC | 10,106 | $1.36M | 0.59% | +10,106 | New |
| Harel Insurance Investments & Financial Services Ltd. | 10,137 | $1.36M | 0.03% | −1,736−14.6% | Reduced |
| Prentice Wealth Management LLC | 10,118 | $1.36M | 0.68% | +101+1.0% | Added |
| Financial Strategies Group, Inc. | 10,119 | $1.36M | 0.56% | +29+0.3% | Added |
| Monte Financial Group, LLC | 10,136 | $1.36M | 0.70% | −32−0.3% | Reduced |
| Delphi Management Inc | 10,145 | $1.36M | 1.65% | +10,145 | New |
| Apexium Financial, LP | 10,183 | $1.37M | 0.14% | +546+5.7% | Added |
| Hunter Associates Investment Management LLC | 10,206 | $1.37M | 0.33% | −1,321−11.5% | Reduced |
| Dohj, LLC | 10,207 | $1.37M | 0.77% | +264+2.7% | Added |
| Gerber Kawasaki Wealth & Investment Management | 10,244 | $1.37M | 0.12% | −650−6.0% | Reduced |
| Passive Capital Management, LLC. | 10,272 | $1.38M | 0.63% | 00.0% | Unchanged |
| Woodward Diversified Capital, LLC | 10,298 | $1.38M | 1.11% | −1,607−13.5% | Reduced |
| De Burlo Group Inc | 10,317 | $1.38M | 0.31% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 10,326 | $1.38M | 0.80% | −887−7.9% | Reduced |
| Orleans Capital Management Corp | 10,337 | $1.39M | 1.06% | 00.0% | Unchanged |
| Commons Capital, LLC | 10,343 | $1.39M | 2.28% | −122−1.2% | Reduced |
| ARGA Investment Management, LP | 10,349 | $1.39M | 0.06% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 10,355 | $1.39M | 0.28% | +420+4.2% | Added |
| Hollow Brook Wealth Management LLC | 10,368 | $1.39M | 0.67% | +792+8.3% | Added |
| Sterling Investment Counsel, LLC | 10,372 | $1.39M | 0.86% | +7+0.1% | Added |
| Morris Financial Concepts, Inc. | 10,380 | $1.39M | 1.12% | −88−0.8% | Reduced |
| Epacria Capital Partners, LLC | 10,400 | $1.39M | 1.13% | +10,400 | New |
| Intrua Financial, LLC | 10,350 | $1.39M | 0.32% | +332+3.3% | Added |
| Ignite Planners, LLC | 9,927 | $1.40M | 0.58% | +1,044+11.8% | Added |
| Ssi Investment Management LLC | 10,447 | $1.40M | 0.09% | −6−0.1% | Reduced |
| Paloma Partners Management Co | 10,471 | $1.40M | 0.31% | +10,171+3,390.3% | Added |
| Plante Moran Financial Advisors, LLC | 10,478 | $1.41M | 0.20% | −694−6.2% | Reduced |
| Relyea Zuckerberg Hanson LLC | 10,482 | $1.41M | 0.40% | +1,930+22.6% | Added |
| Summit Financial Strategies, Inc. | 10,496 | $1.41M | 0.30% | −5,419−34.0% | Reduced |
| Winthrop Advisory Group LLC | 10,497 | $1.41M | 0.27% | +284+2.8% | Added |
| Sonata Capital Group Inc | 10,533 | $1.41M | 0.78% | −10.0% | Reduced |
| Chiron Capital Management, LLC | 10,567 | $1.42M | 0.99% | +200+1.9% | Added |
| Terril Brothers, Inc. | 10,573 | $1.42M | 0.69% | 00.0% | Unchanged |
| Cape Ann Savings Bank | 10,579 | $1.42M | 1.04% | −19−0.2% | Reduced |
| Cornerstone National Bank & Trust Co | 10,587 | $1.42M | 0.79% | −202−1.9% | Reduced |
| Crescent Grove Advisors, LLC | 10,592 | $1.42M | 0.15% | +1,100+11.6% | Added |
| JSF Financial, LLC | 10,596 | $1.42M | 0.53% | −42−0.4% | Reduced |
| Sage Mountain Advisors LLC | 10,629 | $1.43M | 0.32% | +492+4.9% | Added |
| Sky Investment Group LLC | 10,636 | $1.43M | 0.34% | +87+0.8% | Added |