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 |
|---|---|---|---|---|---|
| Armor Investment Advisors, LLC | 24,763 | $3.32M | 2.02% | +1,129+4.8% | Added |
| Quadrature Capital Ltd | 24,778 | $3.32M | 0.10% | +4,667+23.2% | Added |
| Newman Dignan & Sheerar, Inc. | 24,781 | $3.32M | 1.10% | +23+0.1% | Added |
| S&CO Inc | 24,799 | $3.33M | 0.29% | 00.0% | Unchanged |
| RMR Wealth Builders | 24,843 | $3.33M | 0.76% | +121+0.5% | Added |
| Hudock, Inc. | 24,861 | $3.33M | 1.14% | −1,432−5.4% | Reduced |
| Wealthsource Partners, LLC | 24,894 | $3.34M | 0.24% | −4,196−14.4% | Reduced |
| Papp L Roy & Associates | 24,895 | $3.34M | 0.47% | −16−0.1% | Reduced |
| Compton Wealth Advisory Group, LLC | 24,931 | $3.34M | 1.30% | +154+0.6% | Added |
| Financial Advisory Partners, LLC | 24,942 | $3.34M | 1.38% | −7,594−23.3% | Reduced |
| Ruffer LLP | 24,879 | $3.35M | 0.22% | −112,325−81.9% | Reduced |
| Eos Management, L.P. | 25,000 | $3.35M | 1.70% | 00.0% | Unchanged |
| Liontrust Investment Partners LLP | 25,000 | $3.35M | 0.06% | 00.0% | Unchanged |
| Black Swift Group, LLC | 25,000 | $3.35M | 1.34% | +25,000 | New |
| Cordatus Wealth Management LLC | 25,006 | $3.35M | 4.92% | +25,006 | New |
| Mystic Asset Management, Inc. | 25,020 | $3.36M | 1.91% | +1,479+6.3% | Added |
| Uncommon Cents Investing LLC | 25,025 | $3.36M | 1.24% | +305+1.2% | Added |
| Banco de Sabadell, S.A | 24,604 | $3.36M | 2.84% | −3,035−11.0% | Reduced |
| Mathes Company, Inc. | 25,073 | $3.36M | 1.70% | −360−1.4% | Reduced |
| Continuum Advisory, LLC | 51,426 | $3.36M | 0.61% | +1,396+2.8% | Added |
| Parisi Gray Wealth Management | 25,078 | $3.36M | 1.66% | +11,085+79.2% | Added |
| Gradient Capital Advisors, LLC | 25,085 | $3.36M | 1.53% | −100.0% | Reduced |
| Liberty Capital Management, Inc. | 25,106 | $3.37M | 1.17% | +2,404+10.6% | Added |
| LJI Wealth Management, LLC | 25,193 | $3.38M | 1.18% | +25,193 | New |
| Platform Technology Partners | 25,263 | $3.39M | 1.75% | −378−1.5% | Reduced |
| Greenfield Savings Bank | 25,266 | $3.39M | 2.24% | −318−1.2% | Reduced |
| RDA Financial Network | 25,312 | $3.39M | 1.71% | −80.0% | Reduced |
| Clarity Wealth Advisors, LLC | 25,329 | $3.40M | 1.97% | +259+1.0% | Added |
| Nwam LLC | 25,414 | $3.41M | 0.30% | −1,054−4.0% | Reduced |
| Kovack Advisors, Inc. | 25,443 | $3.41M | 0.50% | −923−3.5% | Reduced |
| Pentwater Capital Management LP | 25,500 | $3.42M | 0.11% | +3,000+13.3% | Added |
| Evoke Wealth, LLC | 25,530 | $3.42M | 0.12% | −1,005−3.8% | Reduced |
| Moloney Securities Asset Management, LLC | 25,589 | $3.43M | 0.76% | −740−2.8% | Reduced |
| Proequities, Inc. | 25,592 | $3.43M | 0.28% | −79−0.3% | Reduced |
| Founders Financial Alliance, LLC | 25,605 | $3.43M | 1.58% | +3,004+13.3% | Added |
| Sunbelt Securities, Inc. | 25,657 | $3.44M | 0.67% | −1,174−4.4% | Reduced |
| Am Investment Strategies LLC | 25,675 | $3.44M | 1.23% | −399−1.5% | Reduced |
| Shoker Investment Counsel, Inc. | 25,731 | $3.45M | 1.55% | −882−3.3% | Reduced |
| Scott & Selber, Inc. | 25,931 | $3.48M | 1.56% | −69−0.3% | Reduced |
| CFM Wealth Partners LLC | 26,018 | $3.49M | 1.04% | +941+3.8% | Added |
| Pariax, LLC | 26,078 | $3.50M | 4.34% | −23,342−47.2% | Reduced |
| Sterling Investment Advisors, Ltd. | 26,097 | $3.50M | 1.25% | −1,200−4.4% | Reduced |
| Mount Vernon Associates Inc | 26,102 | $3.50M | 4.50% | 00.0% | Unchanged |
| Atlas Brown,Inc. | 26,124 | $3.50M | 1.72% | −3,556−12.0% | Reduced |
| Harbor Advisors LLC | 26,148 | $3.51M | 0.88% | 00.0% | Unchanged |
| Connolly Sarah T. | 26,162 | $3.51M | 2.38% | +82+0.3% | Added |
| Alta Capital Management LLC | 26,177 | $3.51M | 0.27% | +786+3.1% | Added |
| SPC Financial, Inc. | 26,183 | $3.51M | 0.42% | −232−0.9% | Reduced |
| High Note Wealth, LLC | 26,184 | $3.51M | 1.47% | −190−0.7% | Reduced |
| AIA Group Ltd | 26,200 | $3.51M | 0.21% | +9,484+56.7% | Added |
| Aspiriant, LLC | 26,212 | $3.52M | 0.18% | +1,096+4.4% | Added |
| Wolverine Trading, LLC | 26,227 | $3.52M | 0.06% | −193,982−88.1% | Reduced |
| Valmark Advisers, Inc. | 26,245 | $3.52M | 0.08% | +1,352+5.4% | Added |
| Sutton Wealth Advisors Inc. | 26,256 | $3.52M | 1.34% | +762+3.0% | Added |
| SeaBridge Investment Advisors LLC | 26,289 | $3.53M | 1.26% | −2,679−9.2% | Reduced |
| Hall Capital Management Co Inc | 26,361 | $3.54M | 2.12% | −161−0.6% | Reduced |
| Enterprise Bank & Trust Co | 26,434 | $3.54M | 1.68% | +867+3.4% | Added |
| Lorne Steinberg Wealth Management Inc. | 26,444 | $3.55M | 1.52% | +369+1.4% | Added |
| Trustmark National Bank Trust Department | 26,449 | $3.55M | 0.33% | −615−2.3% | Reduced |
| BFSG, LLC | 26,460 | $3.55M | 0.71% | −520−1.9% | Reduced |
| Wisconsin Capital Management LLC | 26,469 | $3.55M | 2.69% | −1,726−6.1% | Reduced |
| Mission Wealth Management, LP | 26,473 | $3.55M | 0.17% | +2,098+8.6% | Added |
| EverSource Wealth Advisors, LLC | 26,584 | $3.56M | 0.54% | +479+1.8% | Added |
| Charles Schwab Trust Co | 26,663 | $3.58M | 0.47% | −402−1.5% | Reduced |
| Lee Danner & Bass Inc | 26,827 | $3.60M | 0.34% | −4,912−15.5% | Reduced |
| Transamerica Financial Advisors, Inc. | 26,889 | $3.61M | 0.51% | +1,366+5.4% | Added |
| Hudson Capital Management LLC | 26,913 | $3.61M | 1.43% | +1,551+6.1% | Added |
| Altrius Capital Management Inc | 26,966 | $3.62M | 1.13% | −254−0.9% | Reduced |
| BNC Wealth Management, LLC | 26,973 | $3.62M | 2.14% | −197−0.7% | Reduced |
| Pitcairn Co | 26,992 | $3.62M | 0.36% | +270+1.0% | Added |
| JT Stratford LLC | 27,012 | $3.62M | 1.16% | +1,088+4.2% | Added |
| McKinley Carter Wealth Services, Inc. | 27,117 | $3.64M | 0.31% | +2,419+9.8% | Added |
| Balentine LLC | 27,134 | $3.64M | 0.13% | +3,409+14.4% | Added |
| Signature Wealth Management Group | 27,228 | $3.65M | 1.79% | +11,331+71.3% | Added |
| Hayek Kallen Investment Management | 27,259 | $3.65M | 1.68% | −168−0.6% | Reduced |
| Anchor Investment Management, LLC | 27,265 | $3.66M | 0.52% | −831−3.0% | Reduced |
| Trustco Bank Corp N Y | 27,354 | $3.67M | 4.05% | −512−1.8% | Reduced |
| Grove Bank & Trust | 27,399 | $3.67M | 0.81% | +2,243+8.9% | Added |
| SkyOak Wealth, LLC | 27,408 | $3.68M | 1.24% | −159−0.6% | Reduced |
| Doliver Advisors, LP | 27,424 | $3.68M | 1.21% | −654−2.3% | Reduced |
| Marino, Stram & Associates LLC | 27,533 | $3.69M | 1.16% | −230−0.8% | Reduced |
| Seeyond | 27,568 | $3.70M | 0.36% | +7,281+35.9% | Added |
| Icon Advisers Inc | 27,587 | $3.70M | 0.95% | −9,300−25.2% | Reduced |
| First Business Financial Services, Inc. | 27,596 | $3.70M | 0.50% | +266+1.0% | Added |
| Calamos Wealth Management LLC | 27,601 | $3.70M | 0.29% | −248−0.9% | Reduced |
| Malaga Cove Capital, LLC | 27,607 | $3.70M | 2.02% | −51−0.2% | Reduced |
| Act Two Investors LLC | 27,626 | $3.70M | 3.83% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 27,636 | $3.71M | 1.66% | −277−1.0% | Reduced |
| Consolidated Investment Group LLC | 27,692 | $3.71M | 0.79% | −12,000−30.2% | Reduced |
| Cornercap Investment Counsel Inc | 27,740 | $3.72M | 0.64% | −13,106−32.1% | Reduced |
| Account Management LLC | 27,790 | $3.73M | 5.33% | −3,000−9.7% | Reduced |
| Arlington Financial Advisors, LLC | 27,791 | $3.73M | 1.57% | +1,449+5.5% | Added |
| Summit Financial, LLC | 27,854 | $3.74M | 0.35% | −5,890−17.5% | Reduced |
| Secure Asset Management, LLC | 27,856 | $3.74M | 1.34% | −582−2.0% | Reduced |
| Eudaimonia Partners, LLC | 27,878 | $3.74M | 0.92% | +5,445+24.3% | Added |
| Rosenblum Silverman Sutton S F Inc | 27,928 | $3.75M | 1.36% | −708−2.5% | Reduced |
| Montchanin Asset Management, LLC | 27,931 | $3.75M | 5.12% | −515−1.8% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 26,867 | $3.75M | 2.29% | +1,033+4.0% | Added |
| StrategIQ Financial Group, LLC | 27,956 | $3.75M | 0.43% | −57−0.2% | Reduced |
| Lake Street Advisors Group, LLC | 27,973 | $3.75M | 0.25% | −15,999−36.4% | Reduced |