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 |
|---|---|---|---|---|---|
| Advisory Research Inc | 12,470 | $1.67M | 0.16% | −1,479−10.6% | Reduced |
| Greenwich Wealth Management LLC | 12,494 | $1.68M | 0.18% | +428+3.5% | Added |
| Bell Bank | 12,499 | $1.68M | 0.19% | −385−3.0% | Reduced |
| Kelly Lawrence W & Associates Inc | 12,500 | $1.68M | 0.48% | 00.0% | Unchanged |
| Fiduciary Planning LLC | 12,509 | $1.68M | 0.81% | +90+0.7% | Added |
| Strategic Investment Advisors | 12,540 | $1.68M | 0.35% | +1,879+17.6% | Added |
| Total Clarity Wealth Management, Inc. | 12,573 | $1.69M | 0.86% | +489+4.0% | Added |
| Palumbo Wealth Management LLC | 12,628 | $1.69M | 1.35% | +177+1.4% | Added |
| Castle Rock Wealth Management, LLC | 12,095 | $1.69M | 0.76% | +727+6.4% | Added |
| Elmwood Wealth Management, Inc. | 12,635 | $1.69M | 0.85% | −50−0.4% | Reduced |
| Donald L. Hagan, LLC | 12,644 | $1.70M | 1.07% | +1,125+9.8% | Added |
| Peoples Bank | 12,647 | $1.70M | 1.09% | −426−3.3% | Reduced |
| Manchester Capital Management LLC | 12,648 | $1.70M | 0.25% | −3,024−19.3% | Reduced |
| Kensington Investment Counsel, LLC | 12,651 | $1.70M | 1.33% | −315−2.4% | Reduced |
| Weatherly Asset Management L. P. | 12,658 | $1.70M | 0.23% | −625−4.7% | Reduced |
| Pointe Capital Management LLC | 12,685 | $1.70M | 1.31% | −490−3.7% | Reduced |
| Capital Square, LLC | 12,698 | $1.70M | 1.54% | −403−3.1% | Reduced |
| Summit X, LLC | 14,755 | $1.70M | 0.49% | +423+3.0% | Added |
| First National Advisers, LLC | 12,737 | $1.71M | 2.19% | +1,270+11.1% | Added |
| Pinnacle Wealth Management Group, Inc. | 12,811 | $1.72M | 1.52% | −3,270−20.3% | Reduced |
| 44 Wealth Management LLC | 12,814 | $1.72M | 0.59% | +1,155+9.9% | Added |
| Legacy Wealth Management, LLC | 12,838 | $1.72M | 1.02% | −282−2.1% | Reduced |
| Hartline Investment Corp | 12,842 | $1.72M | 0.39% | +6,227+94.1% | Added |
| Corundum Group, Inc. | 12,877 | $1.73M | 0.98% | +252+2.0% | Added |
| Connecticut Wealth Management, LLC | 12,903 | $1.73M | 0.15% | −602−4.5% | Reduced |
| Carl P. Sherr & Co., LLC | 12,935 | $1.73M | 1.32% | +307+2.4% | Added |
| Joseph Group Capital Management | 12,941 | $1.74M | 1.65% | −220−1.7% | Reduced |
| Trail Ridge Investment Advisors, LLC | 12,963 | $1.74M | 1.20% | +66+0.5% | Added |
| Verus Capital Partners, LLC | 13,001 | $1.74M | 0.33% | +19+0.1% | Added |
| AlphaCore Capital LLC | 13,011 | $1.74M | 0.68% | +1,241+10.5% | Added |
| Activest Wealth Management | 12,997 | $1.75M | 0.52% | −470−3.5% | Reduced |
| Chesapeake Wealth Management | 13,026 | $1.75M | 0.76% | −807−5.8% | Reduced |
| Blue Investment Partners LLC | 13,071 | $1.75M | 2.18% | +13,071 | New |
| Drive Wealth Management, LLC | 13,081 | $1.75M | 0.88% | +2,015+18.2% | Added |
| Matrix Private Capital Group LLC | 13,169 | $1.77M | 1.15% | −75−0.6% | Reduced |
| Cim Investment Mangement Inc | 13,172 | $1.77M | 0.70% | −364−2.7% | Reduced |
| SRN Advisors, LLC | 13,192 | $1.77M | 1.75% | −5,432−29.2% | Reduced |
| Kiley Juergens Wealth Management, LLC | 13,195 | $1.77M | 0.74% | −36−0.3% | Reduced |
| CMT Capital Markets Trading GmbH | 13,200 | $1.77M | 0.99% | +13,200 | New |
| Wealth Alliance Advisory Group, LLC | 13,219 | $1.77M | 0.68% | +281+2.2% | Added |
| Venturi Wealth Management, LLC | 13,239 | $1.78M | 0.16% | −195−1.5% | Reduced |
| Pekin Hardy Strauss, Inc. | 13,259 | $1.78M | 0.28% | −463−3.4% | Reduced |
| Todd Asset Management LLC | 13,271 | $1.78M | 0.04% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 13,280 | $1.78M | 0.93% | 00.0% | Unchanged |
| Perpetual Investment Management Ltd | 13,321 | $1.79M | 0.21% | −1,666−11.1% | Reduced |
| Virtue Capital Management, LLC | 13,376 | $1.79M | 0.27% | +8,644+182.7% | Added |
| McMillion Capital Management Inc | 13,425 | $1.80M | 1.63% | −638−4.5% | Reduced |
| Chilton Investment Co LLC | 13,435 | $1.80M | 0.06% | −300−2.2% | Reduced |
| Ellerson Group Inc | 13,443 | $1.80M | 1.91% | +13,443 | New |
| Thomas White International Ltd | 13,446 | $1.80M | 0.40% | 00.0% | Unchanged |
| Aft, Forsyth & Sober, LLC | 13,450 | $1.80M | 0.81% | 00.0% | Unchanged |
| Insight Inv LLC | 13,463 | $1.81M | 1.82% | +118+0.9% | Added |
| Oder Investment Management, LLC | 13,477 | $1.81M | 2.25% | −374−2.7% | Reduced |
| Rockingstone Advisors LLC | 13,479 | $1.81M | 1.35% | +13,479 | New |
| Steward Financial Group LLC | 13,512 | $1.81M | 0.91% | +78+0.6% | Added |
| 626 Financial, LLC | 13,516 | $1.81M | 1.26% | −295−2.1% | Reduced |
| Tilia Fiduciary Partners, Inc. | 13,518 | $1.81M | 1.74% | +335+2.5% | Added |
| LCNB Corp | 13,615 | $1.83M | 0.85% | −751−5.2% | Reduced |
| Nvest Financial, LLC | 13,635 | $1.83M | 2.29% | +620+4.8% | Added |
| Accredited Investors Inc. | 13,653 | $1.83M | 0.15% | −16−0.1% | Reduced |
| Neumann Capital Management, LLC | 13,699 | $1.84M | 0.86% | −200−1.4% | Reduced |
| Finer Wealth Management, Inc. | 13,708 | $1.84M | 1.72% | +2,146+18.6% | Added |
| Benedict Financial Advisors Inc | 13,735 | $1.84M | 0.55% | −358−2.5% | Reduced |
| Aristotle Capital Management, LLC | 13,769 | $1.85M | 0.00% | +820+6.3% | Added |
| Twin Lakes Capital Management, LLC | 13,786 | $1.85M | 1.42% | +71+0.5% | Added |
| Delta Financial Advisors LLC | 13,796 | $1.85M | 0.90% | +631+4.8% | Added |
| Advisor OS, LLC | 13,803 | $1.85M | 0.49% | +5,752+71.4% | Added |
| Prudent Man Advisors, LLC | 13,803 | $1.85M | 0.75% | +1,794+14.9% | Added |
| Insight Wealth Strategies, LLC | 13,822 | $1.85M | 0.36% | +1,442+11.6% | Added |
| Lindenwold Advisors | 13,888 | $1.86M | 1.25% | −34−0.2% | Reduced |
| Peterson Wealth Services | 13,925 | $1.87M | 1.07% | −25,637−64.8% | Reduced |
| Blodgett Wealth Advisors, LLC | 13,926 | $1.87M | 2.27% | −74−0.5% | Reduced |
| Pinnacle Holdings, LLC | 13,940 | $1.87M | 0.84% | −1,618−10.4% | Reduced |
| Violich Capital Management, Inc. | 13,965 | $1.87M | 0.33% | −5,975−30.0% | Reduced |
| Brendel Financial Advisors LLC | 13,978 | $1.87M | 3.76% | +152+1.1% | Added |
| Klingman & Associates, LLC | 13,980 | $1.87M | 0.16% | −406−2.8% | Reduced |
| Keudell/Morrison Wealth Management | 14,003 | $1.88M | 0.60% | +570+4.2% | Added |
| Transatlantique Private Wealth LLC | 14,091 | $1.88M | 1.13% | +1,459+11.6% | Added |
| Fortem Financial Group, LLC | 14,057 | $1.89M | 1.11% | −126−0.9% | Reduced |
| Winton Group Ltd | 14,069 | $1.89M | 0.12% | −11,967−46.0% | Reduced |
| Eagle Bluffs Wealth Management LLC | 14,086 | $1.89M | 1.98% | −32−0.2% | Reduced |
| Trevian Wealth Management LLC | 14,118 | $1.89M | 2.07% | +11,703+484.6% | Added |
| Boit C F David | 14,137 | $1.90M | 1.35% | 00.0% | Unchanged |
| Summit Wealth & Retirement Planning, Inc. | 14,160 | $1.90M | 0.77% | +1,469+11.6% | Added |
| Byrne Asset Management LLC | 14,164 | $1.90M | 1.38% | −809−5.4% | Reduced |
| Main Street Financial Solutions, LLC | 14,191 | $1.90M | 0.30% | +871+6.5% | Added |
| Washington Capital Management Inc | 14,200 | $1.90M | 1.75% | −210−1.5% | Reduced |
| MB, Levis & Associates, LLC | 14,257 | $1.91M | 1.50% | +14,257 | New |
| WS Portfolio Advisory, LLC | 14,265 | $1.91M | 0.54% | +14,265 | New |
| LMG Wealth Partners, LLC | 13,589 | $1.91M | 0.63% | +13,589 | New |
| Summit Financial Group Inc | 14,287 | $1.92M | 0.76% | 00.0% | Unchanged |
| Tempus Wealth Planning, LLC | 14,306 | $1.92M | 1.17% | −1,798−11.2% | Reduced |
| Marion Wealth Management | 14,348 | $1.92M | 0.81% | +873+6.5% | Added |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 13,714 | $1.92M | 0.84% | +7+0.1% | Added |
| Brady Family Wealth, LLC | 14,354 | $1.92M | 0.79% | +14,354 | New |
| Next Capital Management LLC | 14,376 | $1.93M | 1.04% | +395+2.8% | Added |
| Chapman Investment Management, LLC | 14,458 | $1.94M | 1.77% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 14,474 | $1.94M | 0.51% | +1,175+8.8% | Added |
| Davidson Trust Co | 14,476 | $1.94M | 1.72% | −82−0.6% | Reduced |
| Hamel Associates, Inc. | 14,477 | $1.94M | 0.68% | −1,577−9.8% | Reduced |