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 |
|---|---|---|---|---|---|
| Triasima Portfolio Management inc. | 21,740 | $2.92M | 0.22% | −3,410−13.6% | Reduced |
| Glen Eagle Advisors, LLC | 21,748 | $2.92M | 0.80% | −503−2.3% | Reduced |
| Mayflower Financial Advisors, LLC | 21,809 | $2.92M | 0.41% | +1,142+5.5% | Added |
| Ironwood Investment Counsel, LLC | 21,826 | $2.93M | 0.71% | +1,194+5.8% | Added |
| SOA Wealth Advisors, LLC. | 21,855 | $2.93M | 0.79% | −18−0.1% | Reduced |
| Hanson & Doremus Investment Management | 21,857 | $2.93M | 0.63% | +3,501+19.1% | Added |
| Capula Management Ltd | 21,879 | $2.93M | 0.30% | −45,850−67.7% | Reduced |
| Symmetry Partners, LLC | 21,910 | $2.94M | 0.17% | −6,130−21.9% | Reduced |
| Greytown Advisors Inc. | 22,000 | $2.95M | 1.60% | +446+2.1% | Added |
| Intrepid Financial Planning Group LLC | 22,071 | $2.96M | 1.61% | −85−0.4% | Reduced |
| Cohen Investment Advisors LLC | 22,130 | $2.97M | 2.47% | +1,287+6.2% | Added |
| Outfitter Financial LLC | 22,143 | $2.97M | 2.69% | −35−0.2% | Reduced |
| Affinity Investment Advisors, LLC | 22,189 | $2.98M | 1.37% | +1,814+8.9% | Added |
| Sentry Investment Management LLC | 22,236 | $2.98M | 1.32% | +1,453+7.0% | Added |
| Rowland & Co Investment Counsel | 22,086 | $2.98M | 0.74% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 21,544 | $2.99M | 1.10% | +4,037+23.1% | Added |
| Proquility Private Wealth Partners, LLC | 22,272 | $2.99M | 1.23% | −587−2.6% | Reduced |
| Cassaday & Co Wealth Management LLC | 22,294 | $2.99M | 0.14% | +22,294 | New |
| Clear Creek Financial Management, LLC | 22,301 | $2.99M | 0.66% | +1,209+5.7% | Added |
| Leisure Capital Management | 22,307 | $2.99M | 1.55% | −429−1.9% | Reduced |
| Q Capital Solutions | 22,329 | $2.99M | 5.93% | +1,663+8.0% | Added |
| RB Capital Management, LLC | 22,345 | $3.00M | 1.09% | +394+1.8% | Added |
| YHB Investment Advisors, Inc. | 22,350 | $3.00M | 0.32% | +434+2.0% | Added |
| Blueprint Investment Partners LLC | 22,370 | $3.00M | 0.65% | +20,508+1,101.4% | Added |
| NVWM, LLC | 22,377 | $3.00M | 1.09% | −622−2.7% | Reduced |
| Tiedemann Advisors, LLC | 22,406 | $3.00M | 0.14% | 00.0% | Unchanged |
| Beaton Management Co. Inc. | 22,442 | $3.01M | 2.02% | 00.0% | Unchanged |
| GYL Financial Synergies, LLC | 22,454 | $3.01M | 0.65% | +1,191+5.6% | Added |
| Guardian Investment Management | 22,459 | $3.01M | 2.86% | −300−1.3% | Reduced |
| Columbia Trust Co 01012016 | 22,492 | $3.02M | 1.68% | −1,922−7.9% | Reduced |
| VeraBank, N.A. | 22,493 | $3.02M | 1.51% | −60.0% | Reduced |
| Credit Capital Investments LLC | 22,500 | $3.02M | 4.37% | +22,500 | New |
| Octavia Wealth Advisors, LLC | 22,551 | $3.02M | 0.75% | +1,215+5.7% | Added |
| NCM Capital Management, LLC | 22,579 | $3.03M | 2.00% | +20.0% | Added |
| Poehling Capital Management, LLC | 22,598 | $3.03M | 1.13% | +1,182+5.5% | Added |
| Union Heritage Capital, LLC | 22,600 | $3.03M | 1.85% | 00.0% | Unchanged |
| Emfo, LLC | 22,628 | $3.03M | 3.04% | 00.0% | Unchanged |
| Phoenix Wealth Advisors | 22,638 | $3.04M | 1.83% | +610+2.8% | Added |
| WD Rutherford LLC | 22,645 | $3.04M | 2.39% | −825−3.5% | Reduced |
| WC Walker & Associates, Inc. | 22,003 | $3.05M | 1.61% | +537+2.5% | Added |
| West Oak Capital, LLC | 22,747 | $3.05M | 1.59% | −760−3.2% | Reduced |
| Financial Advocates Investment Management | 22,763 | $3.05M | 0.23% | +9,067+66.2% | Added |
| Gables Capital Management Inc. | 22,796 | $3.06M | 2.22% | −600−2.6% | Reduced |
| Indiana Trust & Investment Management CO | 22,829 | $3.06M | 1.73% | +119+0.5% | Added |
| Wunderlich Capital Managemnt | 22,877 | $3.07M | 1.71% | +115+0.5% | Added |
| Ategra Capital Management, LLC | 22,886 | $3.07M | 1.61% | +5,078+28.5% | Added |
| Adirondack Trust Co | 22,888 | $3.07M | 1.59% | −138−0.6% | Reduced |
| HNP Capital LLC | 22,900 | $3.07M | 0.86% | −11,568−33.6% | Reduced |
| Essex Savings Bank | 22,913 | $3.07M | 1.08% | +398+1.8% | Added |
| HCR Wealth Advisors | 22,926 | $3.07M | 0.65% | −800−3.4% | Reduced |
| Resurgent Financial Advisors LLC | 22,938 | $3.08M | 1.64% | +472+2.1% | Added |
| WMS Partners, LLC | 22,992 | $3.08M | 0.31% | +2,416+11.7% | Added |
| Norway Savings Bank | 23,029 | $3.09M | 1.57% | +273+1.2% | Added |
| Massachusetts Wealth Management | 22,075 | $3.09M | 2.98% | +22,075 | New |
| Studio Investment Management LLC | 23,105 | $3.10M | 1.00% | −213−0.9% | Reduced |
| Chapin Davis, Inc. | 23,128 | $3.10M | 1.80% | +23,128 | New |
| Atlas Private Wealth Management | 23,305 | $3.13M | 1.44% | +1,566+7.2% | Added |
| Manhattan West Asset Management, LLC | 23,350 | $3.13M | 1.60% | +2,178+10.3% | Added |
| FLC Capital Advisors | 23,354 | $3.13M | 0.97% | −283−1.2% | Reduced |
| Sargent Investment Group, LLC | 23,360 | $3.13M | 0.97% | +826+3.7% | Added |
| Evermay Wealth Management LLC | 23,379 | $3.14M | 0.64% | +424+1.8% | Added |
| Quadrant Private Wealth Management, LLC | 23,404 | $3.14M | 1.05% | +23,404 | New |
| X-Square Capital, LLC | 23,443 | $3.14M | 1.79% | −67−0.3% | Reduced |
| Leith Wheeler Investment Counsel Ltd. | 23,444 | $3.14M | 0.47% | +3,210+15.9% | Added |
| Beverly Hills Private Wealth, LLC | 23,460 | $3.15M | 1.37% | +23,460 | New |
| Nichols & Pratt Advisers LLP | 23,466 | $3.15M | 0.25% | −139−0.6% | Reduced |
| Altfest L J & Co Inc | 23,492 | $3.15M | 0.52% | −1,890−7.4% | Reduced |
| KCS Wealth Advisory | 23,559 | $3.16M | 1.31% | +465+2.0% | Added |
| Winning Points Advisors, LLC | 23,623 | $3.17M | 4.04% | +450+1.9% | Added |
| IFG Advisory, LLC | 23,710 | $3.18M | 0.32% | −6,150−20.6% | Reduced |
| ICA Group Wealth Management, LLC | 23,779 | $3.19M | 0.75% | −2,746−10.4% | Reduced |
| Winch Advisory Services, LLC | 23,797 | $3.19M | 1.36% | −62−0.3% | Reduced |
| Pavion Blue Capital, LLC | 23,796 | $3.19M | 2.04% | −276−1.1% | Reduced |
| Insigneo Advisory Services, LLC | 23,818 | $3.19M | 1.21% | +23,818 | New |
| StoneX Group Inc. | 23,911 | $3.21M | 0.38% | +1,177+5.2% | Added |
| Hudson Value Partners, LLC | 23,933 | $3.21M | 1.97% | −65−0.3% | Reduced |
| Desjardins Global Asset Management Inc. | 23,943 | $3.21M | 0.51% | −12,123−33.6% | Reduced |
| Dudley Capital Management, LLC | 24,019 | $3.22M | 2.37% | +24,019 | New |
| Rehmann Capital Advisory Group | 24,075 | $3.23M | 0.33% | −210−0.9% | Reduced |
| IMA Wealth, Inc. | 24,179 | $3.24M | 0.86% | −10,710−30.7% | Reduced |
| SWS Partners | 24,232 | $3.25M | 1.54% | −372−1.5% | Reduced |
| Mechanics Financial Corp | 24,258 | $3.25M | 1.94% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 24,273 | $3.26M | 2.17% | −636−2.6% | Reduced |
| Argus Investors' Counsel, Inc. | 24,284 | $3.26M | 2.61% | +149+0.6% | Added |
| Vectors Research Management, LLC | 24,289 | $3.26M | 0.84% | −11,657−32.4% | Reduced |
| Curbstone Financial Management Corp | 24,298 | $3.26M | 0.81% | −20−0.1% | Reduced |
| DFPG Investments, LLC | 23,350 | $3.26M | 0.54% | +5,477+30.6% | Added |
| Modus Advisors, LLC | 24,346 | $3.26M | 1.58% | +1,176+5.1% | Added |
| Permanens Capital L.P. | 24,350 | $3.27M | 0.79% | −3,150−11.5% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 24,352 | $3.27M | 2.24% | +213+0.9% | Added |
| River & Mercantile Asset Management LLP | 24,430 | $3.28M | 0.70% | +316+1.3% | Added |
| Summit Trail Advisors, LLC | 24,450 | $3.28M | 0.15% | +667+2.8% | Added |
| Elgethun Capital Management | 24,321 | $3.30M | 1.19% | −236−1.0% | Reduced |
| Roanoke Asset Management Corp | 24,583 | $3.30M | 1.50% | −1,321−5.1% | Reduced |
| TrinityPoint Wealth, LLC | 24,589 | $3.30M | 0.75% | +365+1.5% | Added |
| Financial Advisory Service, Inc. | 24,604 | $3.30M | 0.37% | +2,159+9.6% | Added |
| Blue Fin Capital, Inc. | 24,642 | $3.30M | 1.21% | −326−1.3% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 24,643 | $3.31M | 1.09% | −90.0% | Reduced |
| EPG Wealth Management LLC | 24,669 | $3.31M | 1.26% | −183−0.7% | Reduced |
| Bank of Stockton | 24,759 | $3.32M | 1.16% | −98−0.4% | Reduced |