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 |
|---|---|---|---|---|---|
| RSM US Wealth Management LLC | 16,719 | $2.24M | 0.11% | +491+3.0% | Added |
| CenterBook Partners LP | 16,791 | $2.25M | 0.37% | +8,211+95.7% | Added |
| Forza Wealth Management, LLC | 16,798 | $2.25M | 1.49% | +16,798 | New |
| World Equity Group, Inc. | 16,805 | $2.25M | 0.53% | +445+2.7% | Added |
| Moseley Investment Management Inc | 16,806 | $2.25M | 1.61% | +182+1.1% | Added |
| Hollencrest Capital Management | 16,840 | $2.26M | 0.28% | +796+5.0% | Added |
| Founders Financial Securities LLC | 16,865 | $2.26M | 0.36% | +8,646+105.2% | Added |
| Guild Investment Management, Inc. | 16,875 | $2.26M | 3.87% | −630−3.6% | Reduced |
| River Street Advisors LLC | 16,912 | $2.27M | 2.43% | +16,912 | New |
| Spreng Capital Management, Inc. | 16,940 | $2.27M | 1.96% | −1,000−5.6% | Reduced |
| Midwest Professional Planners, LTD. | 16,973 | $2.28M | 1.26% | +759+4.7% | Added |
| Bull Street Advisors, LLC | 17,083 | $2.29M | 1.19% | +1,158+7.3% | Added |
| Arbor Trust Wealth Advisors, LLC | 17,103 | $2.29M | 1.58% | +310+1.8% | Added |
| Raab & Moskowitz Asset Management LLC | 17,144 | $2.30M | 0.87% | −56−0.3% | Reduced |
| Tranquility Partners, LLC | 17,193 | $2.31M | 1.17% | −14−0.1% | Reduced |
| Center for Financial Planning, Inc. | 17,204 | $2.31M | 0.56% | +167+1.0% | Added |
| Parkside Financial Bank & Trust | 17,216 | $2.31M | 0.67% | +590+3.5% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 17,231 | $2.31M | 0.91% | +274+1.6% | Added |
| Amplius Wealth Advisors, LLC | 17,241 | $2.31M | 0.37% | +997+6.1% | Added |
| Essex Investment Management Co LLC | 17,272 | $2.32M | 0.36% | −633−3.5% | Reduced |
| Nicolet Bankshares Inc | 25,936 | $2.32M | 0.80% | −787−2.9% | Reduced |
| Magnolia Capital Advisors LLC | 17,302 | $2.32M | 1.54% | −641−3.6% | Reduced |
| Aldebaran Financial Inc. | 17,308 | $2.32M | 2.58% | −15−0.1% | Reduced |
| Register Financial Advisors LLC | 17,314 | $2.32M | 1.48% | +17,314 | New |
| Ethos Financial Group, LLC | 17,202 | $2.32M | 0.79% | +17,202 | New |
| Liberty One Investment Management, LLC | 17,322 | $2.32M | 0.33% | +1,291+8.1% | Added |
| Owen LaRue, LLC | 17,043 | $2.32M | 2.51% | +17,043 | New |
| Martin & Co Inc | 17,359 | $2.33M | 0.61% | +295+1.7% | Added |
| Archford Capital Strategies, LLC | 17,364 | $2.33M | 0.54% | +579+3.4% | Added |
| Cedar Brook Financial Partners, LLC | 17,394 | $2.33M | 0.66% | +444+2.6% | Added |
| Mattern Wealth Management LLC | 17,442 | $2.34M | 0.95% | +325+1.9% | Added |
| Bowman & Co S.C. | 17,502 | $2.35M | 1.82% | +1,340+8.3% | Added |
| Aspen Investment Management Inc | 17,523 | $2.35M | 1.54% | +1,723+10.9% | Added |
| VisionPoint Advisory Group, LLC | 16,486 | $2.35M | 0.97% | +13,848+524.9% | Added |
| L & S Advisors Inc | 17,539 | $2.35M | 0.44% | +94+0.5% | Added |
| Loudon Investment Management, LLC | 17,539 | $2.35M | 1.70% | +2,648+17.8% | Added |
| Pegasus Partners Ltd. | 17,602 | $2.36M | 0.39% | −5,641−24.3% | Reduced |
| Lederer & Associates Investment Counsel | 17,618 | $2.36M | 1.93% | −752−4.1% | Reduced |
| Heritage Wealth Advisors | 17,648 | $2.37M | 0.14% | −509−2.8% | Reduced |
| Wrapmanager Inc | 17,654 | $2.37M | 0.76% | +147+0.8% | Added |
| Aries Wealth Management | 17,666 | $2.37M | 1.02% | +1,217+7.4% | Added |
| F/M Investments LLC | 17,714 | $2.38M | 2.88% | +17,714 | New |
| BCGM Wealth Management, LLC | 17,716 | $2.38M | 1.16% | +664+3.9% | Added |
| Gibson Wealth Advisors LLC | 18,724 | $2.38M | 0.05% | +18,724 | New |
| Twelve Points Wealth Management LLC | 17,756 | $2.38M | 1.62% | +417+2.4% | Added |
| Andra AP-fonden | 17,800 | $2.39M | 0.07% | −6,700−27.3% | Reduced |
| Ethic Inc. | 17,837 | $2.39M | 0.13% | +1,162+7.0% | Added |
| Beaumont Financial Advisors, LLC | 17,850 | $2.39M | 0.24% | +17,850 | New |
| Financial Planning & Information Services, Inc. | 17,852 | $2.39M | 0.51% | −23−0.1% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 17,853 | $2.39M | 1.23% | −6,656−27.2% | Reduced |
| Moser Wealth Advisors, LLC | 17,889 | $2.40M | 1.81% | −60−0.3% | Reduced |
| Everett Harris & Co | 17,910 | $2.40M | 0.04% | −1,131−5.9% | Reduced |
| Buckingham Strategic Partners | 17,965 | $2.41M | 0.19% | −6,993−28.0% | Reduced |
| Sculati Wealth Management, LLC | 17,969 | $2.41M | 1.35% | +2,621+17.1% | Added |
| GSB Wealth Management, LLC | 17,982 | $2.41M | 0.86% | −7,078−28.2% | Reduced |
| MSH Capital Advisors LLC | 18,011 | $2.42M | 1.09% | +294+1.7% | Added |
| Benjamin Edwards Inc | 18,041 | $2.42M | 0.64% | +2,258+14.3% | Added |
| Warther Private Wealth, LLC | 18,047 | $2.42M | 1.81% | −3,277−15.4% | Reduced |
| Keystone Financial Group | 18,050 | $2.42M | 0.48% | −2,174−10.7% | Reduced |
| Wedmont Private Capital | 17,550 | $2.42M | 0.36% | +2,982+20.5% | Added |
| Investment Advisory Services Inc | 17,839 | $2.42M | 1.25% | −35−0.2% | Reduced |
| StrongBox Wealth, LLC | 18,064 | $2.42M | 1.71% | +653+3.8% | Added |
| Smith, Moore & Co. | 18,079 | $2.42M | 0.34% | +513+2.9% | Added |
| Dillon & Associates Inc | 18,095 | $2.42M | 0.52% | −91−0.5% | Reduced |
| Affinity Wealth Management LLC | 18,129 | $2.43M | 0.58% | +26+0.1% | Added |
| Mather Group, LLC. | 18,139 | $2.43M | 0.05% | −627−3.3% | Reduced |
| Cito Capital Group, LLC | 18,241 | $2.45M | 1.34% | +92+0.5% | Added |
| Home Federal Bank of Tennessee | 18,272 | $2.45M | 0.93% | −155−0.8% | Reduced |
| Riverview Trust Co | 18,300 | $2.45M | 2.32% | −990−5.1% | Reduced |
| Aull & Monroe Investment Management Corp | 18,316 | $2.46M | 1.22% | −275−1.5% | Reduced |
| Northcape Wealth Management, LLC | 18,320 | $2.46M | 1.37% | −8,314−31.2% | Reduced |
| Peachtree Investment Partners, LLC | 18,344 | $2.46M | 1.50% | −498−2.6% | Reduced |
| Guerra Pan Advisors, LLC | 18,348 | $2.46M | 3.36% | −75−0.4% | Reduced |
| Royal Harbor Partners, LLC | 18,380 | $2.46M | 1.52% | −1,282−6.5% | Reduced |
| Longfellow Investment Management Co LLC | 18,431 | $2.47M | 0.56% | 00.0% | Unchanged |
| Heartland Bank & Trust Co | 18,449 | $2.47M | 1.83% | +5,927+47.3% | Added |
| Compass Financial Advisors LLC | 18,480 | $2.48M | 3.34% | +565+3.2% | Added |
| Acropolis Investment Management, LLC | 18,500 | $2.48M | 0.22% | +402+2.2% | Added |
| Krilogy Financial LLC | 18,514 | $2.48M | 0.24% | +1,134+6.5% | Added |
| RKL Wealth Management LLC | 18,580 | $2.49M | 0.33% | −40.0% | Reduced |
| HPC Germany GmbH & Co. KG | 18,600 | $2.49M | 3.89% | 00.0% | Unchanged |
| Holderness Investments Co | 18,609 | $2.50M | 1.08% | +96+0.5% | Added |
| Field & Main Bank | 18,610 | $2.50M | 1.61% | −90−0.5% | Reduced |
| First City Capital Management, Inc. | 18,630 | $2.50M | 1.50% | +516+2.8% | Added |
| WP Advisors, LLC | 18,655 | $2.50M | 1.12% | +145+0.8% | Added |
| Zullo Investment Group, Inc. | 18,661 | $2.50M | 1.53% | +440+2.4% | Added |
| Sawgrass Asset Management LLC | 18,698 | $2.51M | 0.34% | −3,066−14.1% | Reduced |
| Coppell Advisory Solutions LLC | 18,704 | $2.51M | 0.90% | +18,704 | New |
| Coppell Advisory Solutions Corp. | 18,704 | $2.51M | 0.90% | +18,704 | New |
| Econ Financial Services Corp | 18,717 | $2.51M | 2.54% | −1,418−7.0% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 18,721 | $2.51M | 0.19% | +1,528+8.9% | Added |
| White Pine Capital LLC | 18,724 | $2.51M | 0.98% | +553+3.0% | Added |
| Intercontinental Wealth Advisors, LLC | 18,756 | $2.52M | 0.75% | −833−4.3% | Reduced |
| Larson Financial Group LLC | 18,776 | $2.52M | 0.30% | −1,194−6.0% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 18,786 | $2.52M | 1.86% | +163+0.9% | Added |
| Integrated Investment Consultants, LLC | 18,798 | $2.52M | 0.85% | +582+3.2% | Added |
| Agate Pass Investment Management, LLC | 18,819 | $2.52M | 1.79% | +264+1.4% | Added |
| Eclectic Associates Inc | 18,877 | $2.53M | 1.23% | −186−1.0% | Reduced |
| First Commonwealth Financial Corp | 18,903 | $2.53M | 0.94% | −350−1.8% | Reduced |
| Miller Investment Management, LP | 18,935 | $2.54M | 0.43% | 00.0% | Unchanged |