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 |
|---|---|---|---|---|---|
| American Investment Services, Inc. | 28,008 | $3.76M | 0.77% | +6,423+29.8% | Added |
| Csenge Advisory Group | 28,018 | $3.76M | 0.29% | +2,614+10.3% | Added |
| Peddock Capital Advisors, LLC | 28,021 | $3.76M | 1.45% | −851−2.9% | Reduced |
| Regal Investment Advisors LLC | 28,028 | $3.76M | 0.36% | −1,216−4.2% | Reduced |
| United Bank | 28,039 | $3.76M | 2.31% | +60.0% | Added |
| YorkBridge Wealth Partners, LLC | 28,040 | $3.76M | 0.95% | +3,512+14.3% | Added |
| Robertson Stephens Wealth Management, LLC | 28,065 | $3.76M | 0.37% | +303+1.1% | Added |
| Mountain Pacific Investment Advisers Inc | 28,136 | $3.77M | 0.27% | −292−1.0% | Reduced |
| Smithfield Trust Co | 28,248 | $3.78M | 0.25% | +132+0.5% | Added |
| Marks Group Wealth Management, Inc | 28,214 | $3.78M | 0.52% | +1,631+6.1% | Added |
| Old Port Advisors | 28,233 | $3.79M | 1.43% | +651+2.4% | Added |
| Athena Investment Management | 28,247 | $3.79M | 2.78% | +244+0.9% | Added |
| Delta Capital Management LLC | 28,280 | $3.79M | 2.76% | +300+1.1% | Added |
| Good Life Advisors, LLC | 28,361 | $3.80M | 0.53% | +829+3.0% | Added |
| J. W. Coons Advisors, LLC | 28,406 | $3.81M | 1.14% | +2,840+11.1% | Added |
| Avidian Wealth Solutions, LLC | 28,412 | $3.81M | 0.25% | +7,594+36.5% | Added |
| Signet Investment Advisory Group, Inc. | 28,431 | $3.81M | 2.69% | +312+1.1% | Added |
| Fairhaven Wealth Management, LLC | 28,436 | $3.81M | 1.62% | +1,068+3.9% | Added |
| AAFMAA Wealth Management & Trust LLC | 28,534 | $3.83M | 3.45% | −274−1.0% | Reduced |
| Piscataqua Savings Bank | 28,543 | $3.83M | 3.23% | −103−0.4% | Reduced |
| Goodwin Daniel L | 28,550 | $3.83M | 1.94% | 00.0% | Unchanged |
| Close Asset Management Ltd | 28,667 | $3.85M | 0.20% | −5,575−16.3% | Reduced |
| Virginia Wealth Management Group, Inc. | 28,674 | $3.85M | 2.66% | +1,322+4.8% | Added |
| Churchill Management Corp | 28,727 | $3.85M | 0.09% | −3,243−10.1% | Reduced |
| McBroom & Associates, LLC | 28,764 | $3.86M | 4.19% | −383−1.3% | Reduced |
| Zevenbergen Capital Investments LLC | 28,848 | $3.87M | 0.13% | −930−3.1% | Reduced |
| Shelter Mutual Insurance Co | 29,000 | $3.89M | 1.12% | 00.0% | Unchanged |
| Pendal Group Limited | 29,065 | $3.90M | 0.03% | −1,495−4.9% | Reduced |
| 9258 Wealth Management, LLC | 29,095 | $3.90M | 0.84% | +1,629+5.9% | Added |
| Montecito Bank & Trust | 29,104 | $3.90M | 0.95% | −792−2.6% | Reduced |
| Brandywine Oak Private Wealth LLC | 29,170 | $3.91M | 0.49% | −244−0.8% | Reduced |
| Americana Partners, LLC | 29,338 | $3.94M | 0.68% | +406+1.4% | Added |
| Nixon Peabody Trust Co | 29,371 | $3.94M | 3.20% | −1,200−3.9% | Reduced |
| NatWest Group plc | 29,385 | $3.94M | 2.24% | −1,766−5.7% | Reduced |
| Brookmont Capital Management | 29,399 | $3.94M | 2.42% | −830−2.7% | Reduced |
| Verition Fund Management LLC | 29,419 | $3.95M | 0.08% | −61,589−67.7% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 29,734 | $3.96M | 0.09% | −9,698−24.6% | Reduced |
| West Branch Capital LLC | 29,516 | $3.96M | 2.44% | +222+0.8% | Added |
| Concorde Financial Corp | 37,899 | $3.96M | 2.67% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 29,537 | $3.96M | 0.45% | +1,459+5.2% | Added |
| Forte Capital LLC | 29,657 | $3.98M | 0.68% | −2,259−7.1% | Reduced |
| Cumberland Advisors Inc | 29,700 | $3.98M | 1.73% | −17,915−37.6% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 29,700 | $3.98M | 1.65% | 00.0% | Unchanged |
| Amarillo National Bank | 29,714 | $3.98M | 0.92% | −40.0% | Reduced |
| Great Lakes Advisors, LLC | 29,730 | $3.99M | 0.23% | +5,262+21.5% | Added |
| Point72 Middle East FZE | 29,768 | $3.99M | 0.31% | +29,768 | New |
| Herold Advisors, Inc. | 29,791 | $4.00M | 1.69% | +59+0.2% | Added |
| Independent Financial Group, LLC | 29,833 | $4.00M | 0.34% | −1,127−3.6% | Reduced |
| Lauterbach Financial Advisors, LLC | 29,863 | $4.00M | 3.57% | +40.0% | Added |
| Capstone Investment Advisors, LLC | 29,868 | $4.01M | 0.11% | −270,793−90.1% | Reduced |
| Monetta Financial Services Inc | 30,000 | $4.02M | 4.64% | 00.0% | Unchanged |
| Allen Holding Inc | 30,000 | $4.02M | 0.57% | 00.0% | Unchanged |
| Bleichroeder LP | 30,000 | $4.02M | 0.87% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 30,040 | $4.03M | 0.32% | −120−0.4% | Reduced |
| Long Run Wealth Advisors, LLC | 30,121 | $4.04M | 1.45% | +257+0.9% | Added |
| Covenant Asset Management, LLC | 30,123 | $4.04M | 1.45% | +12,917+75.1% | Added |
| Congress Park Capital LLC | 30,289 | $4.06M | 2.59% | +27+0.1% | Added |
| MV Capital Management, Inc. | 30,318 | $4.07M | 0.63% | +364+1.2% | Added |
| Triangle Securities Wealth Management | 30,397 | $4.08M | 1.49% | −477−1.5% | Reduced |
| Citizens & Northern Corp | 30,421 | $4.08M | 1.69% | +789+2.7% | Added |
| Hengehold Capital Management LLC | 30,432 | $4.08M | 0.57% | +1,097+3.7% | Added |
| Ameliora Wealth Management Ltd. | 30,437 | $4.08M | 2.18% | +16,819+123.5% | Added |
| Atlas Wealth LLC | 30,460 | $4.08M | 1.10% | +30,460 | New |
| WealthShield Partners, LLC | 30,546 | $4.10M | 0.78% | +2,417+8.6% | Added |
| Sheets Smith Wealth Management | 30,574 | $4.10M | 0.64% | +78+0.3% | Added |
| Pegasus Asset Management, Inc. | 30,653 | $4.11M | 2.22% | +116+0.4% | Added |
| Nikulski Financial, Inc. | 30,723 | $4.12M | 1.96% | +204+0.7% | Added |
| Resonant Capital Advisors, LLC | 30,898 | $4.14M | 0.52% | +3,735+13.8% | Added |
| MTM Investment Management, LLC | 30,912 | $4.15M | 2.15% | −1,637−5.0% | Reduced |
| Westover Capital Advisors, LLC | 30,929 | $4.15M | 1.64% | −1,607−4.9% | Reduced |
| Addison Capital Co | 30,983 | $4.16M | 2.65% | −60−0.2% | Reduced |
| GM Advisory Group, Inc. | 31,115 | $4.17M | 0.45% | +68+0.2% | Added |
| Strategic Financial Services, Inc, | 31,141 | $4.18M | 0.33% | −2,755−8.1% | Reduced |
| Brighton Jones LLC | 31,142 | $4.18M | 0.25% | −2,715−8.0% | Reduced |
| Headinvest, LLC | 31,158 | $4.18M | 0.94% | −2,313−6.9% | Reduced |
| Giverny Capital Inc.SuperinvestorGiverny Capital | 31,241 | $4.19M | 0.26% | +2,722+9.5% | Added |
| Andesa Financial Management Inc. | 31,246 | $4.19M | 2.29% | −25,673−45.1% | Reduced |
| SYSTM Wealth Solutions LLC | 31,301 | $4.20M | 0.52% | +31,301 | New |
| Butensky & Cohen Financial Security, Inc | 31,332 | $4.20M | 1.55% | +314+1.0% | Added |
| Investors Asset Management of Georgia Inc | 31,346 | $4.20M | 2.19% | −104−0.3% | Reduced |
| Silvant Capital Management LLC | 31,351 | $4.20M | 0.30% | −60−0.2% | Reduced |
| Bank Ozk | 31,439 | $4.22M | 2.09% | −334−1.1% | Reduced |
| Atlantic Trust, LLC | 31,541 | $4.23M | 1.41% | +197+0.6% | Added |
| CAPROCK Group, Inc. | 31,539 | $4.23M | 0.39% | −1,076−3.3% | Reduced |
| Patten Group, Inc. | 31,633 | $4.24M | 1.33% | −645−2.0% | Reduced |
| Green Square Capital Advisors LLC | 31,649 | $4.24M | 0.60% | +400+1.3% | Added |
| Duff & Phelps Investment Management Co | 31,665 | $4.25M | 0.05% | 00.0% | Unchanged |
| Gries Financial LLC | 31,672 | $4.25M | 1.41% | +8,410+36.2% | Added |
| Bill Few Associates, Inc. | 31,761 | $4.26M | 2.51% | −685−2.1% | Reduced |
| Bedel Financial Consulting, Inc. | 31,871 | $4.27M | 1.06% | −876−2.7% | Reduced |
| Ronald Blue Trust, Inc. | 40,929 | $4.28M | 0.08% | +8,693+27.0% | Added |
| Pinnacle Bancorp, Inc. | 31,907 | $4.28M | 1.65% | −1,442−4.3% | Reduced |
| Wealth Effects LLC | 31,909 | $4.28M | 2.45% | −413−1.3% | Reduced |
| Change Path, LLC | 31,967 | $4.29M | 0.24% | +1,027+3.3% | Added |
| Lafayette Investments, Inc. | 31,986 | $4.29M | 1.21% | +508+1.6% | Added |
| Lindbrook Capital, LLC | 32,088 | $4.30M | 0.53% | +2,400+8.1% | Added |
| Monarch Capital Management Inc | 32,171 | $4.31M | 1.32% | −1,057−3.2% | Reduced |
| Hamilton Point Investment Advisors, LLC | 32,206 | $4.32M | 1.19% | +233+0.7% | Added |
| Koshinski Asset Management, Inc. | 32,214 | $4.32M | 0.42% | +4,076+14.5% | Added |
| Fund Management at Engine No. 1 LLC | 32,289 | $4.33M | 1.06% | +4,093+14.5% | Added |