Skip to main content
Livermore
Livermore
ZHEN

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; 5,156 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
3,629
+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
1,368 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.

Institutional holdersQ4 2022: 3,629 institutions
Q1 2021: 3,218 institutionsQ2 2021: 3,246 institutionsQ3 2021: 3,239 institutionsQ4 2021: 3,594 institutionsQ1 2022: 3,519 institutionsQ2 2022: 3,428 institutionsQ3 2022: 3,396 institutionsQ4 2022: 3,629 institutionsQ1 2023: 3,612 institutionsQ2 2023: 3,672 institutionsQ3 2023: 3,711 institutionsQ4 2023: 4,001 institutionsQ1 2024: 4,120 institutionsQ2 2024: 4,181 institutionsQ3 2024: 4,215 institutionsQ4 2024: 4,679 institutionsQ1 2025: 4,679 institutionsQ2 2025: 4,752 institutionsQ3 2025: 4,765 institutionsQ4 2025: 5,154 institutionsQ1 2026: 5,102 institutionsQ2 2026: 5,156 institutions
Value heldQ4 2022: $278.3B
Q1 2021: $330.3BQ2 2021: $329.3BQ3 2021: $342.0BQ4 2021: $330.1BQ1 2022: $278.9BQ2 2022: $229.3BQ3 2022: $212.9BQ4 2022: $278.3BQ1 2023: $266.3BQ2 2023: $297.6BQ3 2023: $297.0BQ4 2023: $351.8BQ1 2024: $414.5BQ2 2024: $416.2BQ3 2024: $429.4BQ4 2024: $490.0BQ1 2025: $494.6BQ2 2025: $582.4BQ3 2025: $618.0BQ4 2025: $639.5BQ1 2026: $572.0BQ2 2026: $643.7B
Institutions holding JPM and their total value by quarter
QuarterHoldersValue
Q2 20265,156$643.7B
Q1 20265,102$572.0B
Q4 20255,154$639.5B
Q3 20254,765$618.0B
Q2 20254,752$582.4B
Q1 20254,679$494.6B
Q4 20244,679$490.0B
Q3 20244,215$429.4B
Q2 20244,181$416.2B
Q1 20244,120$414.5B
Q4 20234,001$351.8B
Q3 20233,711$297.0B
Q2 20233,672$297.6B
Q1 20233,612$266.3B
Q4 20223,629$278.3B
Q3 20223,396$212.9B
Q2 20223,428$229.3B
Q1 20223,519$278.9B
Q4 20213,594$330.1B
Q3 20213,239$342.0B
Q2 20213,246$329.3B
Q1 20213,218$330.3B

Institutions, Q4 2022

Shares, value and share of portfolio for each institution holding JPMorgan Chase & Co; share changes are against Q3 2022.

Institutions holding JPM in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Baldrige Asset Management LLC931$125.0K0.06%+23+2.5%Added
EWG Elevate Inc.935$125.4K0.06%+935New
RE Dickinson Investment Advisors, LLC955$128.0K0.05%00.0%Unchanged
Ogorek Anthony Joseph962$129.0K0.06%00.0%Unchanged
Core Wealth Advisors, Inc.970$130.1K0.06%00.0%Unchanged
Empirical Asset Management, LLC10,735$130.1K0.14%+10,735New
Abound Wealth Management975$130.7K0.06%+29+3.1%Added
WFA of San Diego, LLC996$133.6K0.10%+996New
IAG Wealth Partners, LLC997$133.7K0.04%−95−8.7%Reduced
PrairieView Partners, LLC1,000$134.0K0.02%00.0%Unchanged
Hillsdale Investment Management Inc.1,000$134.1K0.01%−260−20.6%Reduced
PFS Partners, LLC1,000$134.1K0.14%−498−33.2%Reduced
Newton One Investments LLC1,019$136.6K0.09%00.0%Unchanged
FWL Investment Management, LLC1,043$139.9K0.11%+1,043New
Kelly Financial Services LLC1,091$146.3K0.08%+6+0.6%Added
Cornerstone Planning Group LLC1,102$148.6K0.06%+1,102New
Timber Creek Capital Management LLC1,150$154.2K0.06%00.0%Unchanged
Bell Investment Advisors, Inc1,161$155.7K0.04%+364+45.7%Added
Legend Financial Advisors, Inc.1,187$159.0K0.14%+184+18.3%Added
WestEnd Advisors, LLC1,194$160.1K0.01%−11−0.9%Reduced
Tradewinds Capital Management, LLC1,207$161.9K0.08%+139+13.0%Added
Coston, McIsaac & Partners1,215$162.0K0.06%+4+0.3%Added
TD Capital Management LLC1,242$166.6K0.02%+69+5.9%Added
Capital Advisory Group Advisory Services, LLC1,288$172.8K0.12%−1,940−60.1%Reduced
Antonetti Capital Management LLC1,300$174.3K0.24%−200−13.3%Reduced
GoalVest Advisory LLC1,307$175.3K0.11%00.0%Unchanged
JJJ Advisors Inc.1,330$186.1K0.05%+471+54.8%Added
Cowen Prime Advisors LLC1,395$187.0K0.08%00.0%Unchanged
KB Financial Partners, LLC1,409$189.0K0.06%−4−0.3%Reduced
Versant Capital Management, Inc1,411$189.2K0.07%00.0%Unchanged
Halpern Financial, Inc.1,430$191.8K0.07%00.0%Unchanged
DB Wealth Management Group, LLC1,436$192.6K0.12%+1+0.1%Added
Toth Financial Advisory Corp1,441$193.2K0.03%−173−10.7%Reduced
BIT Capital GmbH1,444$193.6K0.04%−2,108−59.3%Reduced
AlphaMark Advisors, LLC1,465$196.0K0.10%+60+4.3%Added
Annapolis Financial Services, LLC1,473$197.5K0.06%−399−21.3%Reduced
Ellevest, Inc.1,481$198.6K0.02%−2−0.1%Reduced
Hoese & Co LLP1,448$200.0K0.21%−35−2.4%Reduced
WealthTrust Asset Management, LLC1,493$200.3K0.19%−657−30.6%Reduced
Seed Wealth Management, Inc.1,496$200.6K0.23%+1,496New
New England Professional Planning Group Inc.1,497$200.7K0.11%+1,497New
Sonoma Private Wealth LLC1,497$200.7K0.44%+1,497New
Aletheian Wealth Advisors LLC1,498$200.9K0.17%+1,498New
Chickasaw Capital Management LLC1,500$201.0K0.01%−500−25.0%Reduced
Teramo Advisors, LLC1,500$201.2K0.13%00.0%Unchanged
Par Capital Management Inc1,500$201.2K0.01%+1,500New
Bourne Lent Asset Management Inc1,500$201.2K0.09%+1,500New
Quad-Cities Investment Group, LLC1,500$201.2K0.15%+1,500New
Walkner Condon Financial Advisors LLC1,501$201.2K0.06%+1,501New
Clientfirst Wealth Management, LLC1,504$201.7K0.26%00.0%Unchanged
Roble, Belko & Company, Inc1,504$202.0K0.04%00.0%Unchanged
Ascension Capital Advisors, Inc.1,507$202.1K0.20%+1,507New
Lutz Financial Services LLC1,507$202.1K0.02%+1,507New
Garrison Asset Management, LLC1,509$202.4K0.13%+1,509New
American Financial Advisors, LLC1,511$202.6K0.03%+1,511New
Willis Johnson & Associates, Inc.1,513$202.9K0.03%+1,513New
McDonough Capital Management, Inc1,517$203.1K0.24%+1,517New
Rezny Wealth Management, Inc.1,515$203.2K0.08%+1,515New
Capital Market Strategies LLC1,520$203.8K0.22%+1,520New
Thompson Davis & Co., Inc.1,522$204.1K0.29%−719−32.1%Reduced
Van Leeuwen & Company, LLC1,523$204.2K0.14%+1,523New
Madison Wealth Partners, Inc1,524$204.4K0.12%+1,524New
Valtinson Bruner Financial Planning LLC1,499$204.8K0.12%+1,499New
Boyd Wealth Management, LLC1,527$204.8K0.15%+1,527New
David J Yvars Group1,528$204.9K0.26%+1,528New
Blue Barn Wealth, LLC1,535$205.8K0.14%−666−30.3%Reduced
Continuum Wealth Advisors, LLC1,536$206.0K0.20%+1,536New
KFG Wealth Management, LLC1,538$206.2K0.21%+1,538New
Red Lighthouse Investment Management, LLC1,539$206.4K0.10%+1,539New
Lifestyle Asset Management, Inc.1,542$206.8K0.17%+1,542New
Old North State Wealth Management, LLC1,543$207.3K0.21%+1,543New
Paragon Financial Partners, Inc.1,550$207.9K0.23%+1,550New
Moran Wealth Management, LLC1,553$208.3K0.01%+1,553New
Dentgroup LLC1,561$209.4K0.18%+1,561New
First Pacific Financial1,567$210.1K0.10%+1,567New
Acas, LLC1,568$210.3K0.32%+1,568New
SMH Capital Advisors Inc1,572$210.8K0.31%+1,572New
Raffa Wealth Management, LLC1,575$211.2K0.09%−629−28.5%Reduced
Sage Capital Advisors,llc1,577$211.5K0.09%+1,577New
American Institute for Advanced Investment Management, LLP1,578$211.6K0.19%+1,578New
Hutchens & Kramer Investment Management Group, LLC1,578$211.6K0.16%+1,578New
Better Money Decisions, LLC1,579$211.7K0.18%+1,579New
GeoWealth Management, LLC1,577$212.0K0.02%+1,577New
Vahanian & Associates Financial Planning Inc.1,583$212.3K0.69%+1,583New
Family Asset Management, LLC1,585$212.6K0.18%+1,585New
Riverview Capital Advisers, LLC1,588$213.0K0.11%+1,588New
Capital Performance Advisors LLP1,589$213.1K0.12%+1,589New
KWMG, LLC1,596$214.0K0.03%+1,596New
Legacy Financial Group, Inc.1,598$214.3K0.13%+1,598New
Lifeworks Advisors, LLC1,599$214.4K0.12%−741−31.7%Reduced
Worth Asset Management, LLC1,600$214.6K0.15%+390+32.2%Added
Navellier & Associates Inc1,600$214.6K0.04%+1,600New
Triton Wealth Management, PLLC1,550$214.7K0.13%−389−20.1%Reduced
Tandem Wealth Advisors LLC1,601$214.7K0.14%+1,601New
Syverson Strege & Co1,605$215.3K0.10%+85+5.6%Added
Asset Management Group, Inc.1,607$215.5K0.05%+1,607New
Fernwood Investment Management, LLC1,608$215.6K0.09%+1,608New
Golden Green, Inc.1,615$216.6K0.22%+1,615New
Tanglewood Legacy Advisors, LLC1,615$216.6K0.15%+1,615New
Jackson Thornton Asset Management, LLC1,619$217.1K0.05%+1,619New