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 |
|---|---|---|---|---|---|
| Goodman Advisory Group, LLC | 32,288 | $4.33M | 2.52% | +32,195+34,618.3% | Added |
| apricus wealth, LLC | 32,330 | $4.34M | 3.95% | −221−0.7% | Reduced |
| Strategic Blueprint, LLC | 32,336 | $4.34M | 0.50% | +1,092+3.5% | Added |
| Brooks, Moore & Associates, Inc. | 32,377 | $4.34M | 3.17% | +1,198+3.8% | Added |
| Bogart Wealth, LLC | 32,495 | $4.36M | 0.30% | −4,044−11.1% | Reduced |
| Baader Bank INC | 32,511 | $4.36M | 0.40% | −4,814−12.9% | Reduced |
| Qtron Investments LLC | 32,661 | $4.38M | 0.92% | +10,136+45.0% | Added |
| Lincoln Capital LLC | 32,699 | $4.39M | 1.26% | −534−1.6% | Reduced |
| Romano Brothers and Company | 32,742 | $4.39M | 0.67% | +587+1.8% | Added |
| Vaughan Nelson Investment Management, L.P. | 32,795 | $4.40M | 0.06% | +900+2.8% | Added |
| NTV Asset Management LLC | 32,853 | $4.41M | 0.87% | −593−1.8% | Reduced |
| Huber Capital Management LLC | 32,883 | $4.41M | 1.11% | −5,000−13.2% | Reduced |
| Lake Street Financial LLC | 32,911 | $4.41M | 0.91% | +32,911 | New |
| RBA Wealth Management, LLC | 32,930 | $4.42M | 2.32% | +1,098+3.4% | Added |
| Redwood Investments, LLC | 32,936 | $4.42M | 0.59% | +232+0.7% | Added |
| Abbot Financial Management, Inc. | 32,982 | $4.42M | 3.03% | −1,369−4.0% | Reduced |
| Waldron Private Wealth LLC | 42,328 | $4.42M | 0.27% | 00.0% | Unchanged |
| Marcum Wealth, LLC | 32,989 | $4.42M | 0.59% | +373+1.1% | Added |
| Kentucky Farm Bureau Mutual Insurance Co | 33,000 | $4.43M | 1.38% | 00.0% | Unchanged |
| Consolidated Planning Corp | 33,019 | $4.43M | 1.23% | +1,663+5.3% | Added |
| Broadleaf Partners, LLC | 33,053 | $4.43M | 1.75% | +33,053 | New |
| Valley National Advisers Inc | 31,788 | $4.44M | 0.80% | +6,034+23.4% | Added |
| Washington Trust Advisors, Inc. | 33,121 | $4.44M | 0.49% | −1,943−5.5% | Reduced |
| PDS Planning, Inc | 33,144 | $4.44M | 0.71% | +514+1.6% | Added |
| Jaffetilchin Investment Partners, LLC | 33,240 | $4.46M | 0.54% | −1,254−3.6% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 33,241 | $4.46M | 1.51% | −284−0.8% | Reduced |
| Trust Asset Management LLC | 33,258 | $4.46M | 0.56% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 33,298 | $4.47M | 0.34% | +1,484+4.7% | Added |
| Bell & Brown Wealth Advisors, LLC | 33,311 | $4.47M | 2.46% | +734+2.3% | Added |
| MidWestOne Financial Group, Inc. | 33,319 | $4.47M | 1.05% | −3,121−8.6% | Reduced |
| E&G Advisors, LP | 33,326 | $4.47M | 1.68% | −650−1.9% | Reduced |
| Exencial Wealth Advisors, LLC | 33,374 | $4.48M | 0.24% | +1,015+3.1% | Added |
| V Wealth Advisors LLC | 33,399 | $4.48M | 0.93% | +7,189+27.4% | Added |
| Globeflex Capital L P | 33,400 | $4.48M | 0.57% | +33,400 | New |
| Ahl Investment Management, Inc. | 33,414 | $4.48M | 4.16% | −265−0.8% | Reduced |
| BOK Financial Private Wealth, Inc. | 33,543 | $4.50M | 0.37% | −774−2.3% | Reduced |
| AdvisorNet Financial, Inc | 33,654 | $4.51M | 0.44% | −1,919−5.4% | Reduced |
| Capital Investment Advisory Services, LLC | 33,657 | $4.51M | 0.54% | −2,312−6.4% | Reduced |
| Wasatch Advisors Inc | 33,709 | $4.52M | 0.03% | −2,000−5.6% | Reduced |
| Laidlaw Wealth Management LLC | 33,719 | $4.52M | 0.97% | +634+1.9% | Added |
| SOL Capital Management CO | 33,732 | $4.52M | 0.80% | +25+0.1% | Added |
| SeaCrest Wealth Management, LLC | 33,794 | $4.53M | 0.65% | +692+2.1% | Added |
| Capital Asset Advisory Services LLC | 33,556 | $4.53M | 0.36% | +1,436+4.5% | Added |
| Meridian Management Co | 33,874 | $4.54M | 1.66% | +63+0.2% | Added |
| Paradigm Financial Partners, LLC | 32,938 | $4.54M | 1.32% | +1,233+3.9% | Added |
| Dividend Assets Capital, LLC | 33,911 | $4.55M | 0.97% | +132+0.4% | Added |
| Buckhead Capital Management LLC | 33,912 | $4.55M | 1.10% | −1,082−3.1% | Reduced |
| TFG Advisers LLC | 33,920 | $4.55M | 2.33% | −147−0.4% | Reduced |
| Annex Advisory Services, LLC | 33,937 | $4.55M | 0.26% | +667+2.0% | Added |
| Aureus Asset Management, LLC | 33,997 | $4.56M | 0.39% | −1,167−3.3% | Reduced |
| Bank of New Hampshire | 34,013 | $4.56M | 1.37% | −1,820−5.1% | Reduced |
| RFG Advisory, LLC | 32,413 | $4.57M | 0.23% | −3,510−9.8% | Reduced |
| Cary Street Partners Asset Management LLC | 34,127 | $4.58M | 0.93% | +1,486+4.6% | Added |
| Hodges Capital Management Inc. | 34,155 | $4.58M | 0.40% | +7,554+28.4% | Added |
| Eagle Asset Management Inc | 34,009 | $4.59M | 0.03% | −854−2.4% | Reduced |
| Hixon Zuercher, LLC | 34,276 | $4.60M | 2.83% | +264+0.8% | Added |
| Laffer Tengler Investments | 34,294 | $4.60M | 1.32% | +5,270+18.2% | Added |
| Family Legacy, Inc. | 33,065 | $4.60M | 2.01% | +584+1.8% | Added |
| Shelton Capital Management | 34,400 | $4.61M | 0.49% | −37,111−51.9% | Reduced |
| Blume Capital Management, Inc. | 34,427 | $4.62M | 1.56% | +9,650+38.9% | Added |
| Leonteq Securities AG | 34,455 | $4.62M | 0.24% | −206,076−85.7% | Reduced |
| Grandfield & Dodd, LLC | 34,464 | $4.62M | 0.34% | −112−0.3% | Reduced |
| Creegan & Nassoura Financial Group, LLC | 34,469 | $4.62M | 3.60% | −170−0.5% | Reduced |
| Centaurus Financial, Inc. | 34,485 | $4.62M | 0.43% | −8,876−20.5% | Reduced |
| Ascent Group, LLC | 34,546 | $4.63M | 0.55% | +1,421+4.3% | Added |
| AFS Financial Group, LLC | 34,575 | $4.64M | 3.30% | +34,575 | New |
| Augustine Asset Management Inc | 34,600 | $4.64M | 2.56% | −948−2.7% | Reduced |
| Family Management Corp | 34,623 | $4.64M | 1.13% | −94−0.3% | Reduced |
| Argent Advisors, Inc. | 34,668 | $4.65M | 2.40% | +218+0.6% | Added |
| Parcion Private Wealth LLC | 34,788 | $4.67M | 0.51% | +1,169+3.5% | Added |
| First Personal Financial Services | 34,796 | $4.67M | 1.26% | −79−0.2% | Reduced |
| Townsend Asset Management Corp | 34,810 | $4.67M | 2.34% | +3,147+9.9% | Added |
| Monetary Management Group Inc | 34,819 | $4.67M | 1.46% | −5,160−12.9% | Reduced |
| Brick & Kyle, Associates | 34,889 | $4.68M | 2.72% | −455−1.3% | Reduced |
| Chemung Canal Trust Co | 34,929 | $4.68M | 1.07% | −1,387−3.8% | Reduced |
| Dean Investment Associates, LLC | 35,085 | $4.70M | 0.80% | +5,860+20.1% | Added |
| Capital Insight Partners, LLC | 35,247 | $4.73M | 1.23% | +2,168+6.6% | Added |
| Baker Tilly Wealth Management, LLC | 35,383 | $4.74M | 0.58% | +8,304+30.7% | Added |
| Focus Financial Network, Inc. | 35,417 | $4.75M | 0.39% | −330−0.9% | Reduced |
| Connable Office Inc | 35,604 | $4.77M | 0.68% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 35,610 | $4.78M | 0.19% | +18,218+104.7% | Added |
| Exchange Capital Management, Inc. | 35,675 | $4.78M | 1.05% | −442−1.2% | Reduced |
| Essex LLC | 35,701 | $4.79M | 1.45% | +1,055+3.0% | Added |
| Baugh & Associates, LLC | 35,816 | $4.80M | 3.11% | −46−0.1% | Reduced |
| Crystal Rock Capital Management | 35,843 | $4.81M | 4.14% | +29,208+440.2% | Added |
| K.J. Harrison & Partners Inc | 26,531 | $4.82M | 0.94% | −274−1.0% | Reduced |
| Security National Bank | 36,006 | $4.83M | 1.30% | +24+0.1% | Added |
| NEIRG Wealth Management, LLC | 36,016 | $4.83M | 0.91% | −724−2.0% | Reduced |
| Fairfield, Bush & Co. | 36,024 | $4.83M | 3.19% | −1,316−3.5% | Reduced |
| Bridgewater Advisors Inc. | 36,030 | $4.83M | 1.17% | −6,872−16.0% | Reduced |
| Chemistry Wealth Management LLC | 36,041 | $4.83M | 1.88% | −632−1.7% | Reduced |
| Boston Research & Management Inc | 36,101 | $4.84M | 1.50% | −1,417−3.8% | Reduced |
| Parkwood LLC | 36,123 | $4.84M | 0.99% | −8,919−19.8% | Reduced |
| Varma Mutual Pension Insurance Co | 36,125 | $4.84M | 0.07% | 00.0% | Unchanged |
| Greenline Partners, LLC | 36,144 | $4.85M | 0.96% | −7,138−16.5% | Reduced |
| Pathway Financial Advisers, LLC | 36,141 | $4.85M | 1.96% | +36,141 | New |
| Comerica Securities,inc. | 36,156 | $4.85M | 0.35% | +1,498+4.3% | Added |
| Cigna Investments Inc | 36,221 | $4.86M | 1.02% | +98+0.3% | Added |
| Bessemer Securities LLC | 36,329 | $4.87M | 2.18% | 00.0% | Unchanged |
| Walleye Capital LLC | 36,359 | $4.88M | 0.11% | −26,334−42.0% | Reduced |