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 |
|---|---|---|---|---|---|
| Waddell & Associates, LLC | 10,668 | $1.43M | 0.24% | +320+3.1% | Added |
| Carson Advisory Inc. | 10,692 | $1.43M | 1.38% | −52−0.5% | Reduced |
| BlackDiamond Wealth Management Inc. | 10,402 | $1.44M | 1.63% | +57+0.6% | Added |
| LifeSteps Financial, Inc. | 10,760 | $1.44M | 1.50% | +401+3.9% | Added |
| Kidder Stephen W | 10,767 | $1.44M | 0.53% | +7,030+188.1% | Added |
| Truepoint, Inc. | 10,777 | $1.45M | 0.05% | +150+1.4% | Added |
| Marble Harbor Investment Counsel, LLC | 10,799 | $1.45M | 0.20% | 00.0% | Unchanged |
| Lincluden Management Ltd | 10,815 | $1.45M | 0.17% | 00.0% | Unchanged |
| RW Investment Management LLC | 10,833 | $1.45M | 0.57% | +10,833 | New |
| JNBA Financial Advisors | 10,852 | $1.46M | 0.20% | 00.0% | Unchanged |
| Grant/GrossMendelsohn, LLC | 10,687 | $1.46M | 0.75% | −2,784−20.7% | Reduced |
| CIC Wealth, LLC | 10,876 | $1.46M | 0.60% | +10,876 | New |
| Gilman Hill Asset Management, LLC | 10,879 | $1.46M | 0.30% | −964−8.1% | Reduced |
| CKW Financial Group | 10,887 | $1.46M | 0.25% | +908+9.1% | Added |
| Renasant Bank | 10,888 | $1.46M | 1.10% | +571+5.5% | Added |
| Wealth Architects, LLC | 10,963 | $1.47M | 0.28% | −221−2.0% | Reduced |
| Applied Capital LLC | 10,969 | $1.47M | 1.47% | +10,969 | New |
| Aaron Wealth Advisors | 10,990 | $1.47M | 0.22% | +6,921+170.1% | Added |
| Dover Advisors, LLC | 10,992 | $1.47M | 1.59% | +10,992 | New |
| Hazlett, Burt & Watson, Inc. | 10,965 | $1.48M | 1.30% | +10+0.1% | Added |
| IMS Capital Management | 11,003 | $1.48M | 0.94% | +147+1.4% | Added |
| My Legacy Advisors, LLC | 10,460 | $1.48M | 0.63% | +329+3.2% | Added |
| BHK Investment Advisors, LLC | 11,016 | $1.48M | 0.83% | −1,008−8.4% | Reduced |
| Signet Financial Management, LLC | 11,038 | $1.48M | 0.26% | −46−0.4% | Reduced |
| Trust Investment Advisors | 11,056 | $1.48M | 1.40% | +361+3.4% | Added |
| Formidable Asset Management, LLC | 11,058 | $1.48M | 0.34% | +92+0.8% | Added |
| Norris Perne & French LLP | 11,061 | $1.48M | 0.15% | +309+2.9% | Added |
| Cacti Asset Management LLC | 11,110 | $1.49M | 0.14% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 11,111 | $1.49M | 0.00% | +25+0.2% | Added |
| First Financial Corp | 11,128 | $1.49M | 0.92% | +13+0.1% | Added |
| Princeton Capital Management LLC | 11,148 | $1.49M | 0.66% | +742+7.1% | Added |
| Access Financial Services, Inc. | 11,149 | $1.50M | 0.91% | −2,075−15.7% | Reduced |
| Jackson Hole Capital Partners, LLC | 11,153 | $1.50M | 0.45% | 00.0% | Unchanged |
| Vantage Financial Partners Ltd., Inc. | 11,174 | $1.50M | 0.86% | +1,100+10.9% | Added |
| MBL Wealth, LLC | 11,181 | $1.50M | 0.29% | +420+3.9% | Added |
| Mizuho Markets Cayman LP | 11,190 | $1.50M | 0.20% | −7,400−39.8% | Reduced |
| One Charles Private Wealth Services, LLC | 11,207 | $1.50M | 0.97% | −25−0.2% | Reduced |
| Samalin Investment Counsel, LLC | 11,245 | $1.51M | 0.95% | +2,447+27.8% | Added |
| First National Bank of South Miami | 11,263 | $1.51M | 1.13% | −195−1.7% | Reduced |
| DRW Securities, LLC | 11,264 | $1.51M | 0.31% | +11,264 | New |
| Cerro Pacific Wealth Advisors LLC | 11,268 | $1.51M | 0.80% | +221+2.0% | Added |
| Aire Advisors, LLC | 11,287 | $1.51M | 0.46% | −393−3.4% | Reduced |
| MONECO Advisors, LLC | 11,293 | $1.51M | 0.55% | +478+4.4% | Added |
| Coastal Bridge Advisors, LLC | 11,314 | $1.52M | 0.43% | −15,676−58.1% | Reduced |
| Fort Point Capital Partners LLC | 11,348 | $1.52M | 0.27% | −10−0.1% | Reduced |
| Proficio Capital Partners LLC | 11,372 | $1.53M | 0.29% | +772+7.3% | Added |
| Optas, LLC | 11,387 | $1.53M | 0.63% | +105+0.9% | Added |
| Aft, Forsyth & Company, Inc. | 11,413 | $1.53M | 1.31% | −50−0.4% | Reduced |
| Schrum Private Wealth Management LLC | 11,472 | $1.54M | 1.82% | −488−4.1% | Reduced |
| Caldwell Investment Management Ltd. | 11,460 | $1.54M | 1.62% | 00.0% | Unchanged |
| Texas Capital Bancshares Inc | 11,490 | $1.54M | 1.08% | +9+0.1% | Added |
| Paces Ferry Wealth Advisors, LLC | 11,523 | $1.55M | 1.50% | +29+0.3% | Added |
| L.M. Kohn & Company | 11,527 | $1.55M | 0.72% | +176+1.6% | Added |
| Orion Capital Management LLC | 11,547 | $1.55M | 1.14% | 00.0% | Unchanged |
| Godshalk Welsh Capital Management, Inc. | 11,575 | $1.55M | 1.13% | −259−2.2% | Reduced |
| Front Row Advisors LLC | 11,599 | $1.55M | 0.80% | +1,739+17.6% | Added |
| Heron Financial Group, LLC | 11,492 | $1.56M | 1.04% | −45−0.4% | Reduced |
| Israel Discount Bank of New York | 11,613 | $1.56M | 1.32% | −1,122−8.8% | Reduced |
| St. Johns Investment Management Company, LLC | 11,628 | $1.56M | 0.93% | −190−1.6% | Reduced |
| Mainstay Capital Management LLC | 11,644 | $1.56M | 0.35% | 00.0% | Unchanged |
| SlateStone Wealth, LLC | 11,668 | $1.56M | 0.38% | −429−3.5% | Reduced |
| Avestar Capital, LLC | 11,701 | $1.57M | 0.34% | −301−2.5% | Reduced |
| Vista Investment Management | 11,702 | $1.57M | 0.90% | +483+4.3% | Added |
| Costello Asset Management, INC | 11,739 | $1.57M | 1.42% | −43−0.4% | Reduced |
| First Dallas Securities Inc. | 11,763 | $1.58M | 0.95% | −99−0.8% | Reduced |
| Saxon Interests, Inc. | 11,492 | $1.58M | 0.90% | −1,767−13.3% | Reduced |
| Patriot Investment Management Inc. | 11,254 | $1.58M | 0.14% | +201+1.8% | Added |
| Aspen Grove Capital, LLC | 11,800 | $1.58M | 0.73% | +11,800 | New |
| Evergreen Wealth Management, LLC | 11,814 | $1.58M | 1.46% | +11,814 | New |
| Marietta Investment Partners LLC | 11,848 | $1.59M | 0.45% | −445−3.6% | Reduced |
| Oak Hill Wealth Advisors, LLC | 11,855 | $1.59M | 0.66% | +11,855 | New |
| Traphagen Investment Advisors LLC | 11,864 | $1.59M | 0.25% | −2,320−16.4% | Reduced |
| Rosenbaum Jay D. | 11,877 | $1.59M | 3.44% | +696+6.2% | Added |
| Windsor Capital Management, LLC | 11,878 | $1.59M | 0.58% | −378−3.1% | Reduced |
| Members Capital Advisors Inc | 11,881 | $1.59M | 1.15% | 00.0% | Unchanged |
| Mastrapasqua Asset Management Inc | 11,890 | $1.59M | 0.21% | −740−5.9% | Reduced |
| Aldebaran Capital, LLC | 11,907 | $1.60M | 1.65% | +11,907 | New |
| Holistic Financial Partners | 11,955 | $1.60M | 1.44% | +362+3.1% | Added |
| MJP Associates Inc | 11,980 | $1.61M | 0.48% | +517+4.5% | Added |
| Ahrens Investment Partners LLC | 12,013 | $1.61M | 0.73% | −2,387−16.6% | Reduced |
| CFS Investment Advisory Services, LLC | 12,013 | $1.61M | 0.37% | −823,020−98.6% | Reduced |
| Ballast, Inc. | 12,057 | $1.62M | 0.71% | −211−1.7% | Reduced |
| CoreFirst Bank & Trust | 12,073 | $1.62M | 1.23% | +258+2.2% | Added |
| BSW Wealth Partners | 12,076 | $1.62M | 0.35% | −502−4.0% | Reduced |
| Acorn Wealth Advisors, LLC | 12,098 | $1.62M | 1.24% | +87+0.7% | Added |
| Falcon Wealth Planning | 12,107 | $1.62M | 0.47% | −70−0.6% | Reduced |
| Journey Strategic Wealth LLC | 12,117 | $1.62M | 0.19% | +3,659+43.3% | Added |
| Roman Butler Fullerton & Co | 11,560 | $1.63M | 0.84% | +761+7.0% | Added |
| Lion Street Advisors, LLC | 9,581 | $1.63M | 0.86% | −1,993−17.2% | Reduced |
| MBA Advisors LLC | 12,144 | $1.63M | 1.07% | +146+1.2% | Added |
| Nicholas Hoffman & Company, LLC. | 12,144 | $1.63M | 0.18% | −187−1.5% | Reduced |
| Evergreen Wealth Solutions, LLC | 12,213 | $1.64M | 2.16% | −69−0.6% | Reduced |
| West Michigan Advisors, LLC | 12,217 | $1.64M | 1.19% | +24+0.2% | Added |
| Birinyi Associates Inc | 12,250 | $1.64M | 0.79% | −950−7.2% | Reduced |
| Invst, LLC | 11,775 | $1.65M | 0.26% | −801−6.4% | Reduced |
| Weaver C. Barksdale & Associates, Inc. | 12,298 | $1.65M | 1.45% | +314+2.6% | Added |
| FinTrust Capital Advisors, LLC | 12,312 | $1.65M | 0.40% | −253−2.0% | Reduced |
| Callan Capital, LLC | 12,375 | $1.66M | 0.20% | +5,958+92.8% | Added |
| Pacitti Group Inc. | 12,427 | $1.67M | 1.30% | −44−0.4% | Reduced |
| Bath Savings Trust Co | 12,450 | $1.67M | 0.22% | −48−0.4% | Reduced |