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; 5,157 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 5,157 | $643.7B |
| Q1 2026 | 5,102 | $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 | 4,679 | $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 | 3,711 | $297.0B |
| Q2 2023 | 3,672 | $297.6B |
| Q1 2023 | 3,612 | $266.3B |
| Q4 2022 | 3,629 | $278.3B |
| Q3 2022 | 3,396 | $212.9B |
| Q2 2022 | 3,428 | $229.3B |
| Q1 2022 | 3,519 | $278.9B |
| Q4 2021 | 3,594 | $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 |
|---|---|---|---|---|---|
| ShoreHaven Wealth Partners, LLC | 1,622 | $217.5K | 0.15% | +1,622 | New |
| Flynn Zito Capital Management, LLC | 1,625 | $217.9K | 0.18% | +1,625 | New |
| Kendall Capital Management | 1,622 | $218.0K | 0.11% | +1,622 | New |
| Seelaus Asset Management LLC | 1,633 | $219.0K | 0.16% | −430−20.8% | Reduced |
| SFG Wealth Management, LLC. | 1,638 | $219.7K | 0.27% | +1,638 | New |
| Matthew Goff Investment Advisor, LLC | 1,640 | $219.9K | 0.06% | +1,640 | New |
| Acorn Financial Advisory Services Inc | 1,641 | $220.1K | 0.05% | +1,641 | New |
| Joseph P. Lucia & Associates, LLC | 1,642 | $220.2K | 0.16% | +1,642 | New |
| Morling Financial Advisors, LLC | 1,648 | $221.0K | 0.28% | 00.0% | Unchanged |
| Rebalance, LLC | 1,650 | $221.3K | 0.02% | +1,650 | New |
| Consilio Wealth Advisors, LLC | 1,650 | $221.3K | 0.14% | +1,650 | New |
| Abacus Wealth Partners, LLC | 1,652 | $221.5K | 0.08% | −281−14.5% | Reduced |
| Roth Financial Partners LLC | 1,658 | $222.0K | 0.16% | −190−10.3% | Reduced |
| MPS Loria Financial Planners, LLC | 1,656 | $222.0K | 0.10% | +1,656 | New |
| Allegiance Financial Group Advisory Services LLC | 1,668 | $223.6K | 0.21% | +1,668 | New |
| Shilanski & Associates, Inc. | 1,668 | $223.7K | 0.10% | −2,294−57.9% | Reduced |
| Helen Stephens Group, LLC | 1,672 | $224.2K | 0.13% | +1,672 | New |
| Nova R Wealth, Inc. | 1,674 | $224.4K | 0.17% | +1,674 | New |
| Lipe & Dalton | 1,680 | $225.0K | 0.13% | −50−2.9% | Reduced |
| Clearwater Capital Advisors, LLC | 1,685 | $226.0K | 0.03% | +1,685 | New |
| JMG Financial Group, Ltd. | 1,688 | $226.0K | 0.01% | +1,688 | New |
| D.B. Root & Company, LLC | 1,691 | $226.8K | 0.10% | +1,691 | New |
| Ade, LLC | 1,691 | $226.8K | 0.17% | +1,691 | New |
| Etfidea, LLC | 1,693 | $227.0K | 0.10% | +1,693 | New |
| BEAM Asset Management, LLC | 1,694 | $227.1K | 0.24% | +1,694 | New |
| MGO Private Wealth, LLC | 1,694 | $227.1K | 0.10% | +1,694 | New |
| Coury Firm Asset Management LLC | 1,694 | $227.1K | 0.34% | +1,694 | New |
| Graham Capital Wealth Management, LLC | 1,696 | $227.4K | 0.41% | +1,696 | New |
| Alterna Wealth Management, Inc | 1,700 | $227.9K | 0.26% | +1,700 | New |
| G&S Capital LLC | 1,702 | $228.2K | 0.10% | +1,702 | New |
| Lakeside Advisors, INC. | 1,702 | $228.2K | 0.19% | +1,702 | New |
| Manchester Financial Inc | 1,711 | $229.4K | 0.06% | +1,711 | New |
| Strata Wealth Advisors, LLC | 1,713 | $229.7K | 0.13% | +1,713 | New |
| Western Financial Corp | 1,713 | $229.7K | 0.15% | +1,713 | New |
| Waterford Advisors, LLC | 1,717 | $230.0K | 0.13% | +1,717 | New |
| Bernardo Wealth Planning LLC | 1,718 | $230.4K | 0.11% | −140−7.5% | Reduced |
| Whitaker-Myers Wealth Managers, LTD. | 1,722 | $230.9K | 0.22% | +1,722 | New |
| First Wilshire Securities Management Inc | 1,719 | $231.0K | 0.08% | +1,719 | New |
| TMD Wealth Management, LLC | 1,725 | $231.3K | 0.10% | +1,725 | New |
| Triune Financial Partners, LLC | 1,729 | $231.8K | 0.11% | +1,729 | New |
| Baron Financial Group, LLC | 1,730 | $232.0K | 0.15% | +1,730 | New |
| Beacon Capital Management, LLC | 1,739 | $233.3K | 0.08% | +562+47.7% | Added |
| Mark Sheptoff Financial Planning, LLC | 1,740 | $233.3K | 0.14% | 00.0% | Unchanged |
| Ergoteles LLC | 1,752 | $234.9K | 0.01% | −11,456−86.7% | Reduced |
| Western Pacific Wealth Management, LP | 1,756 | $235.5K | 0.20% | +520+42.1% | Added |
| Spartan Planning & Wealth Management | 1,758 | $235.7K | 0.29% | +1,758 | New |
| Cherrydale Wealth Management, LLC | 1,765 | $236.7K | 0.20% | +1,765 | New |
| Rain Capital Management, LLC | 1,767 | $237.0K | 0.18% | +1,767 | New |
| Global Strategic Investment Solutions, LLC | 1,774 | $237.9K | 0.02% | +1,774 | New |
| AJ Advisors, LLC | 1,776 | $238.1K | 0.19% | +1,776 | New |
| Peninsula Wealth, LLC | 1,792 | $240.3K | 0.08% | +1,792 | New |
| Cookson Peirce & Co Inc | 1,797 | $241.0K | 0.02% | +1,797 | New |
| Prentiss Smith & Co Inc | 1,798 | $241.1K | 0.22% | +1,798 | New |
| Cornerstone Retirement Group, Inc. | 1,800 | $241.4K | 0.07% | +1,800 | New |
| Hamilton Capital Partners Inc. | 1,800 | $241.4K | 0.10% | +1,800 | New |
| Ellis Investment Partners, LLC | 1,806 | $242.2K | 0.07% | +13+0.7% | Added |
| Echo45 Advisors LLC | 1,812 | $243.0K | 0.22% | −179−9.0% | Reduced |
| Verity Asset Management, Inc. | 1,813 | $243.1K | 0.21% | −164−8.3% | Reduced |
| Hall Private Wealth Advisors | 1,813 | $243.1K | 0.14% | +1,813 | New |
| Sanchez Wealth Management Group | 1,815 | $243.4K | 0.12% | +1,815 | New |
| KFA Private Wealth Group, LLC | 1,818 | $243.8K | 0.12% | +1,818 | New |
| Rockbridge Investment Management, LCC | 1,818 | $243.8K | 0.05% | +1,818 | New |
| Bluesphere Advisors, LLC | 1,825 | $244.7K | 0.22% | +1,825 | New |
| Houlihan Financial Resource Group, Ltd. | 1,772 | $245.0K | 0.14% | 00.0% | Unchanged |
| McGowan Group Asset Management, Inc. | 1,828 | $245.1K | 0.04% | +1,828 | New |
| Pinnacle Financial Group, LLC | 1,828 | $245.2K | 0.17% | −368−16.8% | Reduced |
| Curtis Advisory Group, LLC | 1,829 | $245.3K | 0.10% | +1,829 | New |
| Atlas Private Wealth Advisors | 1,835 | $246.1K | 0.13% | +1,835 | New |
| Snider Financial Group | 1,838 | $246.4K | 0.14% | −491−21.1% | Reduced |
| Sebold Capital Management, Inc. | 1,838 | $246.5K | 0.20% | +1,838 | New |
| Perkins Coie Trust Co | 1,840 | $246.7K | 0.08% | −128−6.5% | Reduced |
| HFR Wealth Management, LLC | 1,845 | $247.0K | 0.07% | +1,845 | New |
| RiverFront Investment Group, LLC | 1,845 | $247.4K | 0.06% | +1,845 | New |
| Vance Wealth, Inc. | 1,849 | $248.0K | 0.15% | −120−6.1% | Reduced |
| Parkside Advisors LLC | 1,849 | $248.0K | 0.09% | +1,849 | New |
| Defender Capital, LLC. | 1,849 | $248.0K | 0.10% | +1,849 | New |
| OneAscent Financial Services LLC | 1,852 | $248.0K | 0.11% | −2,670−59.0% | Reduced |
| Wescott Financial Advisory Group, LLC | 1,850 | $248.1K | 0.05% | +1,850 | New |
| Baskin Financial Services Inc. | 1,871 | $251.0K | 0.03% | −365−16.3% | Reduced |
| Horizon Bancorp Inc | 1,870 | $251.0K | 0.14% | +1,870 | New |
| Confluence Investment Management LLC | 1,872 | $251.0K | 0.00% | +1,872 | New |
| Fithian, LLC | 1,882 | $252.4K | 1.20% | +1,882 | New |
| Lanham O'Dell & Company, Inc. | 1,882 | $252.4K | 0.55% | −1,597−45.9% | Reduced |
| Ameraudi Asset Management, Inc. | 1,884 | $252.6K | 0.11% | +1,884 | New |
| AMJ Financial Wealth Management | 1,887 | $253.0K | 0.15% | +1,887 | New |
| New World Advisors LLC | 1,893 | $253.9K | 0.09% | +1,893 | New |
| DHJJ Financial Advisors, Ltd. | 1,895 | $254.1K | 0.15% | +1,895 | New |
| Brainard Capital Management LLC | 1,897 | $254.4K | 0.22% | +1,897 | New |
| Oak Ridge Investments LLC | 1,898 | $254.5K | 0.04% | +1,898 | New |
| Avenue 1 Advisors, LLC | 1,902 | $255.1K | 0.15% | +1,902 | New |
| Benchmark Financial Wealth Advisors, LLC | 1,905 | $255.5K | 0.14% | −135−6.6% | Reduced |
| Redwood Wealth Management Group, LLC | 1,907 | $255.7K | 0.32% | +1,907 | New |
| Tucker Asset Management LLC | 1,922 | $256.0K | 0.08% | +437+29.4% | Added |
| Burton Enright Welch | 1,909 | $256.1K | 0.11% | +1,909 | New |
| East Coast Asset Management, LLC. | 1,911 | $256.3K | 0.13% | +1,911 | New |
| Smith & Howard Wealth Management, LLC | 1,919 | $257.3K | 0.10% | −125−6.1% | Reduced |
| Beaird Harris Wealth Management, LLC | 1,923 | $257.9K | 0.05% | +371+23.9% | Added |
| Vishria Bird Financial Group, LLC | 1,927 | $258.0K | 0.18% | 00.0% | Unchanged |
| Luken Investment Analytics, LLC | 1,932 | $259.1K | 0.17% | +1,932 | New |
| Adams Wealth Management | 1,932 | $259.1K | 0.09% | +1+0.1% | Added |