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; 5,158 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 | 5,158 | $643.7B |
| Q1 2026 | 5,103 | $572.0B |
| Q4 2025 | 5,154 | $639.5B |
| Q3 2025 | 4,765 | $618.0B |
| Q2 2025 | 4,752 | $582.4B |
| Q1 2025 | 4,679 | $494.6B |
| Q4 2024 | 4,680 | $490.0B |
| Q3 2024 | 4,215 | $429.4B |
| Q2 2024 | 4,181 | $416.2B |
| Q1 2024 | 4,120 | $414.5B |
| Q4 2023 | 4,001 | $351.8B |
| Q3 2023 | 3,710 | $297.0B |
| Q2 2023 | 3,672 | $297.6B |
| Q1 2023 | 3,612 | $266.3B |
| Q4 2022 | 3,628 | $278.3B |
| Q3 2022 | 3,395 | $212.9B |
| Q2 2022 | 3,427 | $229.3B |
| Q1 2022 | 3,519 | $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 |
|---|---|---|---|---|---|
| Biltmore Family Office, LLC | 14,484 | $1.94M | 0.40% | +310+2.2% | Added |
| Notis-McConarty Edward | 14,497 | $1.94M | 0.81% | 00.0% | Unchanged |
| PDT Partners, LLC | 14,500 | $1.94M | 0.31% | +14,500 | New |
| DAGCO, Inc. | 14,532 | $1.95M | 1.14% | −121−0.8% | Reduced |
| Jmac Enterprises LLC | 14,555 | $1.95M | 0.54% | −3,423−19.0% | Reduced |
| Arbor Capital Management Inc | 14,395 | $1.95M | 1.74% | +757+5.6% | Added |
| Oarsman Capital, Inc. | 14,615 | $1.96M | 1.00% | −4,762−24.6% | Reduced |
| Wambolt & Associates, LLC | 14,633 | $1.96M | 0.75% | +30.0% | Added |
| Wulff, Hansen & Co. | 14,635 | $1.96M | 2.38% | −30−0.2% | Reduced |
| CX Institutional | 14,678 | $1.97M | 0.12% | +3,239+28.3% | Added |
| CoreCap Advisors, LLC | 14,685 | $1.97M | 0.14% | +1,077+7.9% | Added |
| London & Capital Asset Management Ltd | 14,700 | $1.97M | 0.18% | −764−4.9% | Reduced |
| Gs Investments, Inc. | 14,717 | $1.97M | 1.22% | −10−0.1% | Reduced |
| Hudson Canyon Capital Management | 14,741 | $1.98M | 1.82% | −322−2.1% | Reduced |
| TCI Wealth Advisors, Inc. | 14,742 | $1.98M | 0.27% | −56−0.4% | Reduced |
| A. D. Beadell Investment Counsel, Inc. | 14,759 | $1.98M | 1.72% | −1,392−8.6% | Reduced |
| Clear Street Markets LLC | 14,795 | $1.98M | 0.40% | +1,142+8.4% | Added |
| Fragasso Group Inc. | 14,805 | $1.99M | 0.23% | −143−1.0% | Reduced |
| Grandview Asset Management LLC | 14,831 | $1.99M | 1.24% | −424−2.8% | Reduced |
| KLCM Advisors, Inc. | 14,839 | $1.99M | 0.40% | +577+4.0% | Added |
| LS Investment Advisors, LLC | 14,849 | $1.99M | 0.39% | +50.0% | Added |
| Centennial Bank | 14,883 | $2.00M | 1.14% | +14,883 | New |
| Brown, Lisle/Cummings, Inc. | 14,916 | $2.00M | 1.07% | −1,291−8.0% | Reduced |
| Garrett Investment Advisors LLC | 14,918 | $2.00M | 0.35% | +5,110+52.1% | Added |
| Jessup Wealth Management, Inc | 14,934 | $2.00M | 1.27% | +14,934 | New |
| Simon Quick Advisors, LLC | 14,950 | $2.00M | 0.24% | +3,590+31.6% | Added |
| True North Advisors, LLC | 14,973 | $2.01M | 0.68% | +699+4.9% | Added |
| Carmignac Gestion | 15,000 | $2.01M | 0.04% | +5,000+50.0% | Added |
| Roof Eidam & Maycock | 15,076 | $2.02M | 0.72% | +8+0.1% | Added |
| 3Chopt Investment Partners, LLC | 15,125 | $2.03M | 1.11% | +15,125 | New |
| Continental Advisors LLC | 15,135 | $2.03M | 1.93% | 00.0% | Unchanged |
| Chatham Capital Group, Inc. | 15,165 | $2.03M | 0.48% | −3,475−18.6% | Reduced |
| Key Financial Inc | 19,464 | $2.03M | 0.96% | 00.0% | Unchanged |
| Guardian Capital LP | 15,255 | $2.05M | 0.07% | +2,000+15.1% | Added |
| Icon Wealth Advisors, LLC | 15,318 | $2.05M | 0.24% | −1,500−8.9% | Reduced |
| Gryphon Financial Partners LLC | 15,322 | $2.05M | 0.50% | −1,711−10.0% | Reduced |
| Wolff Wiese Magana LLC | 15,326 | $2.06M | 1.76% | −152−1.0% | Reduced |
| Alaethes Wealth LLC | 15,327 | $2.06M | 1.41% | −5,788−27.4% | Reduced |
| Missouri Trust & Investment Co | 15,331 | $2.06M | 1.23% | +53+0.3% | Added |
| Phillips Financial Management, LLC | 15,401 | $2.07M | 0.21% | +179+1.2% | Added |
| Warren Averett Asset Management, LLC | 15,403 | $2.07M | 0.11% | +951+6.6% | Added |
| Birmingham Capital Management Co Inc | 15,417 | $2.07M | 0.78% | +220+1.4% | Added |
| Rollins Financial | 15,443 | $2.07M | 0.79% | −458−2.9% | Reduced |
| Autumn Glory Partners, LLC | 15,463 | $2.07M | 1.11% | +4,982+47.5% | Added |
| Stonnington Group, LLC | 14,999 | $2.08M | 0.57% | −8,270−35.5% | Reduced |
| Trillium Asset Management, LLC | 15,531 | $2.08M | 0.06% | +2,730+21.3% | Added |
| Caliber Wealth Management, LLC | 15,549 | $2.09M | 1.59% | +11+0.1% | Added |
| Paradigm Capital Management, LLC | 15,549 | $2.09M | 3.05% | −50.0% | Reduced |
| High Net Worth Advisory Group LLC | 15,551 | $2.09M | 0.81% | −667−4.1% | Reduced |
| Etesian Wealth Advisors, Inc. | 15,559 | $2.09M | 1.52% | +15,559 | New |
| WT Wealth Management | 15,596 | $2.09M | 1.02% | −2,131−12.0% | Reduced |
| WealthBridge Capital Management, LLC | 15,603 | $2.09M | 0.87% | −873−5.3% | Reduced |
| All Terrain Financial Advisors, LLC | 15,611 | $2.09M | 1.06% | +147+1.0% | Added |
| SFMG, LLC | 15,672 | $2.10M | 0.23% | +100+0.6% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 15,679 | $2.10M | 0.55% | −698−4.3% | Reduced |
| Gleason Group, Inc. | 15,686 | $2.10M | 0.66% | +125+0.8% | Added |
| Aberdeen Wealth Management LLC | 15,714 | $2.11M | 1.59% | 00.0% | Unchanged |
| Mill Creek Capital Advisors, LLC | 15,758 | $2.11M | 0.09% | +15,758 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 15,760 | $2.11M | 0.10% | +123+0.8% | Added |
| Marex Group plc | 15,782 | $2.12M | 0.30% | +15,782 | New |
| Red Cedar Investment Management, LLC | 15,803 | $2.12M | 0.33% | +1,421+9.9% | Added |
| Gilder Gagnon Howe & Co LLC | 15,856 | $2.13M | 0.04% | 00.0% | Unchanged |
| First Capital Advisors Group, LLC. | 15,880 | $2.13M | 1.44% | −2,070−11.5% | Reduced |
| Jeppson Wealth Management, LLC | 15,903 | $2.13M | 0.90% | −684−4.1% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 15,921 | $2.14M | 0.95% | +1,294+8.8% | Added |
| Trust Co | 15,946 | $2.14M | 0.35% | −266−1.6% | Reduced |
| Game Plan Financial Advisors, LLC | 16,024 | $2.15M | 1.77% | 00.0% | Unchanged |
| Oak Family Advisors, LLC | 16,041 | $2.15M | 1.15% | +2,708+20.3% | Added |
| Occidental Asset Management, LLC | 16,052 | $2.15M | 0.59% | +1,390+9.5% | Added |
| Pinnacle Wealth Planning Services, Inc. | 16,089 | $2.16M | 0.38% | −2,175−11.9% | Reduced |
| Everhart Financial Group, Inc. | 16,140 | $2.16M | 1.09% | +1,654+11.4% | Added |
| Providence Wealth Advisors, LLC | 16,036 | $2.17M | 1.61% | −98−0.6% | Reduced |
| Sittner & Nelson, LLC | 16,224 | $2.18M | 1.33% | +1,408+9.5% | Added |
| Patriot Financial Group Insurance Agency, LLC | 16,272 | $2.18M | 0.49% | +1,247+8.3% | Added |
| Hirtle Callaghan & Co LLC | 16,276 | $2.18M | 0.13% | −43−0.3% | Reduced |
| SkyView Investment Advisors, LLC | 16,293 | $2.19M | 0.66% | −2,070−11.3% | Reduced |
| Mission Creek Capital Partners, Inc. | 16,306 | $2.19M | 0.78% | +379+2.4% | Added |
| Worth Financial Advisory Group, LLC | 16,314 | $2.19M | 2.54% | +16,314 | New |
| Slocum, Gordon & Co LLP | 16,340 | $2.19M | 1.41% | +16,340 | New |
| Peak Planning Group, LLC | 16,354 | $2.19M | 1.93% | +598+3.8% | Added |
| Delta Asset Management LLC | 16,355 | $2.19M | 0.24% | +490+3.1% | Added |
| Ironwood Financial, llc | 16,377 | $2.20M | 0.68% | −624−3.7% | Reduced |
| Optimum Investment Advisors | 16,429 | $2.20M | 1.19% | −300−1.8% | Reduced |
| Ritter Daniher Financial Advisory LLC | 16,433 | $2.20M | 1.05% | −35−0.2% | Reduced |
| Institute for Wealth Management, LLC. | 16,436 | $2.20M | 0.47% | −1,505−8.4% | Reduced |
| Cornerstone Advisory, LLC | 16,463 | $2.21M | 0.44% | +194+1.2% | Added |
| Weik Capital Management | 16,465 | $2.21M | 1.03% | 00.0% | Unchanged |
| S.E.E.D. Planning Group LLC | 16,471 | $2.21M | 0.96% | +921+5.9% | Added |
| Boltwood Capital Management | 16,474 | $2.21M | 0.90% | −297−1.8% | Reduced |
| Canvas Wealth Advisors, LLC | 16,184 | $2.21M | 0.92% | −567−3.4% | Reduced |
| Blue Edge Capital, LLC | 16,493 | $2.21M | 0.50% | +45+0.3% | Added |
| First County Bank | 16,537 | $2.22M | 1.06% | +16,537 | New |
| Naviter Wealth, LLC | 15,929 | $2.22M | 0.61% | +3,029+23.5% | Added |
| Abundance Wealth Counselors | 16,552 | $2.22M | 0.60% | +441+2.7% | Added |
| Kistler-Tiffany Companies, LLC | 16,564 | $2.22M | 0.46% | −2,581−13.5% | Reduced |
| Lineweaver Wealth Advisors, LLC | 16,579 | $2.22M | 0.67% | −821−4.7% | Reduced |
| Game Creek Capital, LP | 16,625 | $2.23M | 1.42% | −2,625−13.6% | Reduced |
| Benin Management CORP | 16,657 | $2.23M | 0.90% | +1,300+8.5% | Added |
| MRP Capital Investments, LLC | 16,662 | $2.23M | 2.47% | +16,662 | New |
| Bradley Mark J. | 16,692 | $2.24M | 1.99% | +16,692 | New |