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 |
|---|---|---|---|---|---|
| Lombard Odier Asset Management (Switzerland) SA | 18,975 | $2.54M | 0.20% | +3,638+23.7% | Added |
| Altman Advisors, Inc. | 18,282 | $2.55M | 1.58% | −1,172−6.0% | Reduced |
| St. Louis Trust Co | 19,040 | $2.55M | 0.54% | 00.0% | Unchanged |
| Graybill Bartz & Assoc Ltd | 19,062 | $2.56M | 1.38% | +158+0.8% | Added |
| Coastal Investment Advisors, Inc. | 19,066 | $2.56M | 0.63% | +282+1.5% | Added |
| Sage Investment Advisers LLC | 19,096 | $2.56M | 3.65% | −145−0.8% | Reduced |
| New Potomac Partners, LLC | 19,148 | $2.57M | 1.90% | +140+0.7% | Added |
| Court Place Advisors, LLC | 19,175 | $2.57M | 0.93% | −11−0.1% | Reduced |
| Corrado Advisors, LLC | 19,216 | $2.58M | 1.80% | +3,009+18.6% | Added |
| 180 Wealth Advisors, LLC | 18,411 | $2.58M | 0.61% | +1,086+6.3% | Added |
| Raleigh Capital Management Inc. | 19,256 | $2.58M | 1.34% | +4,074+26.8% | Added |
| Townsend & Associates, Inc | 18,129 | $2.58M | 1.28% | +2,773+18.1% | Added |
| Peoples Financial Services Corp. | 19,327 | $2.59M | 1.21% | −520−2.6% | Reduced |
| Pinkerton Retirement Specialists, LLC | 19,372 | $2.60M | 0.56% | +1,554+8.7% | Added |
| Voya Financial Advisors, Inc. | 19,551 | $2.60M | 0.34% | −2,620−11.8% | Reduced |
| Tandem Capital Management Corp | 19,432 | $2.61M | 2.05% | +206+1.1% | Added |
| Terra Nova Asset Management LLC | 19,440 | $2.61M | 2.73% | −1,652−7.8% | Reduced |
| Trifecta Capital Advisors, LLC | 19,442 | $2.61M | 1.04% | +19,442 | New |
| Harvey Investment Co LLC | 19,446 | $2.61M | 0.34% | +360+1.9% | Added |
| DeDora Capital, Inc. | 19,466 | $2.61M | 1.24% | +469+2.5% | Added |
| Valley Brook Capital Group | 19,566 | $2.62M | 2.52% | +671+3.6% | Added |
| Condor Capital Management | 19,592 | $2.63M | 0.33% | +134+0.7% | Added |
| Sugarloaf Wealth Management, LLC | 19,596 | $2.63M | 0.66% | −1,692−7.9% | Reduced |
| Point72 Europe (London) LLP | 19,600 | $2.63M | 0.68% | −24,500−55.6% | Reduced |
| Oak Asset Management, LLC | 19,704 | $2.64M | 1.19% | −214−1.1% | Reduced |
| Sawyer & Company, Inc | 19,721 | $2.65M | 1.30% | −475−2.4% | Reduced |
| First United Bank Trust | 19,769 | $2.65M | 1.29% | −648−3.2% | Reduced |
| BBR Partners, LLC | 19,797 | $2.65M | 0.30% | −913−4.4% | Reduced |
| Carderock Capital Management Inc | 19,871 | $2.67M | 1.11% | −1,821−8.4% | Reduced |
| Hotaling Investment Management, LLC | 19,887 | $2.67M | 1.21% | +12,463+167.9% | Added |
| Bremer Bank National Association | 19,897 | $2.67M | 0.51% | −2,464−11.0% | Reduced |
| Oak Harbor Wealth Partners, LLC | 19,943 | $2.67M | 1.02% | +328+1.7% | Added |
| Keebeck Wealth Management, LLC | 19,959 | $2.68M | 0.47% | +202+1.0% | Added |
| Weitz Investment Management, Inc.SuperinvestorWeitz Investment Management | 20,000 | $2.68M | 0.15% | 00.0% | Unchanged |
| Convergence Investment Partners, LLC | 20,020 | $2.68M | 1.59% | −87−0.4% | Reduced |
| Eads & Heald Wealth Management | 20,020 | $2.69M | 1.37% | +239+1.2% | Added |
| Stableford Capital II LLC | 19,595 | $2.69M | 1.46% | −3,333−14.5% | Reduced |
| Titleist Asset Management, Ltd. | 20,094 | $2.69M | 0.63% | −447−2.2% | Reduced |
| Archer Investment Corp | 20,111 | $2.70M | 1.05% | +205+1.0% | Added |
| Generali Powszechne Towarzystwo Emerytalne | 20,118 | $2.70M | 2.67% | 00.0% | Unchanged |
| First Bank & Trust | 20,142 | $2.70M | 0.75% | +10,668+112.6% | Added |
| Sanders Morris Harris LLC | 20,162 | $2.70M | 1.02% | +500+2.5% | Added |
| Royal Capital Wealth Management, LLC | 20,166 | $2.70M | 2.87% | +86+0.4% | Added |
| Certified Advisory Corp | 20,188 | $2.71M | 0.54% | −96−0.5% | Reduced |
| Vise Technologies, Inc. | 20,200 | $2.71M | 0.85% | +4,331+27.3% | Added |
| Platte River Wealth Advisors, LLC | 20,217 | $2.71M | 1.15% | −1,277−5.9% | Reduced |
| Trinity Financial Advisors LLC | 20,228 | $2.71M | 1.78% | +2,559+14.5% | Added |
| Regatta Capital Group, LLC | 20,248 | $2.72M | 0.97% | +6,708+49.5% | Added |
| Dumont & Blake Investment Advisors LLC | 20,264 | $2.72M | 0.96% | −124−0.6% | Reduced |
| SageView Advisory Group, LLC | 20,270 | $2.72M | 0.22% | +20,270 | New |
| Enterprise Financial Services Corp | 20,279 | $2.72M | 1.88% | −613−2.9% | Reduced |
| Van Cleef Asset Management,Inc | 20,284 | $2.72M | 0.45% | +116+0.6% | Added |
| Lodestone Wealth Management LLC | 20,289 | $2.72M | 2.19% | +20,289 | New |
| Copperwynd Financial, LLC | 20,295 | $2.72M | 1.53% | +15,051+287.0% | Added |
| C2C Wealth Management, LLC | 20,155 | $2.72M | 0.47% | −329−1.6% | Reduced |
| Beech Hill Advisors, Inc. | 20,311 | $2.72M | 1.51% | +157+0.8% | Added |
| Canton Hathaway, LLC | 20,324 | $2.73M | 0.95% | −2,200−9.8% | Reduced |
| Knott David M Jr | 20,385 | $2.73M | 1.18% | 00.0% | Unchanged |
| Sentinel Trust Co Lba | 20,503 | $2.75M | 0.43% | −294−1.4% | Reduced |
| O'Rourke & Company, Inc | 20,519 | $2.75M | 2.18% | +882+4.5% | Added |
| O'Dell Group, LLC | 20,558 | $2.76M | 0.97% | +184+0.9% | Added |
| Tiemann Investment Advisors, LLC | 20,574 | $2.76M | 1.62% | +250+1.2% | Added |
| CNB Bank | 20,577 | $2.76M | 1.73% | −1,433−6.5% | Reduced |
| Little House Capital LLC | 20,627 | $2.77M | 1.37% | −4,933−19.3% | Reduced |
| Crescent Sterling, Ltd. | 20,667 | $2.77M | 2.97% | +20,667 | New |
| Ledge Wealth Management, Inc. | 20,696 | $2.77M | 1.27% | +4,309+26.3% | Added |
| Mendel Money Management | 20,711 | $2.78M | 1.58% | −592−2.8% | Reduced |
| First PREMIER Bank | 20,731 | $2.78M | 0.84% | +40+0.2% | Added |
| Bedell Frazier Investment Counseling, LLC | 20,751 | $2.78M | 0.73% | −115−0.6% | Reduced |
| Investment Partners, Ltd. | 20,813 | $2.79M | 1.48% | −59,373−74.0% | Reduced |
| Prosperity Consulting Group, LLC | 20,821 | $2.79M | 1.86% | +514+2.5% | Added |
| Pacifica Partners Inc. | 21,230 | $2.80M | 1.90% | +282+1.3% | Added |
| Seascape Capital Management | 20,899 | $2.80M | 1.53% | +128+0.6% | Added |
| Abacus Planning Group, Inc. | 20,989 | $2.81M | 0.77% | +120+0.6% | Added |
| Spirit of America Management Corp | 20,992 | $2.82M | 0.63% | −1,000−4.5% | Reduced |
| Northstar Asset Management LLC | 20,993 | $2.82M | 0.89% | +150+0.7% | Added |
| Sycomore Asset Management | 21,471 | $2.82M | 0.78% | +3,464+19.2% | Added |
| Delta Financial Group, Inc. | 21,443 | $2.83M | 1.25% | +21,443 | New |
| Zeke Capital Advisors, LLC | 21,103 | $2.83M | 0.18% | +3,422+19.4% | Added |
| Financial Architects, Inc | 21,112 | $2.83M | 0.47% | +118+0.6% | Added |
| Guardian Wealth Advisors, LLC | 21,137 | $2.83M | 0.54% | +54+0.3% | Added |
| Vivaldi Capital Management, LLC | 20,653 | $2.84M | 0.70% | +1,580+8.3% | Added |
| TCG Advisory Services, LLC | 21,198 | $2.84M | 1.11% | +777+3.8% | Added |
| Wealth Alliance | 21,203 | $2.84M | 0.50% | +1,448+7.3% | Added |
| MCF Advisors LLC | 21,227 | $2.85M | 0.29% | +99+0.5% | Added |
| Signature Wealth Management Partners, LLC | 21,395 | $2.87M | 2.83% | +30+0.1% | Added |
| Edgewood Management LLC | 21,464 | $2.88M | 0.01% | +2,000+10.3% | Added |
| Legato Capital Management LLC | 21,465 | $2.88M | 0.55% | +21,465 | New |
| Modera Wealth Management, LLC | 21,494 | $2.88M | 0.12% | +1,614+8.1% | Added |
| Intellectus Partners, LLC | 21,562 | $2.89M | 1.01% | +59+0.3% | Added |
| Accuvest Global Advisors | 21,586 | $2.90M | 0.96% | +10,474+94.3% | Added |
| Coastline Trust Co | 21,592 | $2.90M | 0.43% | +3,919+22.2% | Added |
| TCWP LLC | 21,623 | $2.90M | 0.59% | −1,207−5.3% | Reduced |
| Karpas Strategies, LLC | 21,608 | $2.90M | 1.02% | +71+0.3% | Added |
| WCG Wealth Advisors LLC | 21,616 | $2.90M | 0.40% | +4,267+24.6% | Added |
| Advisors Management Group Inc | 21,616 | $2.90M | 1.09% | +338+1.6% | Added |
| Landmark Financial Advisors, LLC | 21,619 | $2.90M | 1.34% | +1,752+8.8% | Added |
| George Kaiser Family Foundation | 21,657 | $2.90M | 0.43% | +1,873+9.5% | Added |
| Park Place Capital Corp | 21,668 | $2.91M | 0.82% | +21,668 | New |
| Cobblestone Capital Advisors LLC | 21,683 | $2.91M | 0.22% | +886+4.3% | Added |