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 |
|---|---|---|---|---|---|
| Hilltop Wealth Advisors, LLC | 1,936 | $259.6K | 0.22% | 00.0% | Unchanged |
| Clarkston Capital Partners, LLC | 1,941 | $260.3K | 0.00% | −15,000−88.5% | Reduced |
| Opus Capital Group, LLC | 1,944 | $261.0K | 0.05% | −821−29.7% | Reduced |
| Wick Capital Partners, LLC | 1,950 | $261.0K | 0.15% | +1,950 | New |
| Compass Financial Group, INC | 1,946 | $261.0K | 0.09% | +1,946 | New |
| Charles Schwab Investment Advisory, Inc. | 1,952 | $261.8K | 0.00% | −177−8.3% | Reduced |
| Kearns & Associates LLC | 1,960 | $262.8K | 0.28% | +1,960 | New |
| Denver Wealth Management, Inc. | 1,971 | $264.0K | 0.20% | +1,971 | New |
| Blue Zone Wealth Advisors, LLC | 1,981 | $265.7K | 0.14% | −29,087−93.6% | Reduced |
| Intelligence Driven Advisers, LLC | 1,927 | $265.8K | 0.05% | −164−7.8% | Reduced |
| Cribstone Capital Management, LLC | 1,983 | $265.9K | 0.15% | +100+5.3% | Added |
| Codex Capital, L.L.C. | 2,000 | $266.2K | 0.22% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 2,000 | $268.2K | 0.06% | −50−2.4% | Reduced |
| Fortis Advisors, LLC | 2,000 | $268.2K | 0.20% | 00.0% | Unchanged |
| Knuff & Co LLC | 2,002 | $268.5K | 0.11% | 00.0% | Unchanged |
| Wallace Capital Management Inc. | 2,004 | $268.7K | 0.04% | −58−2.8% | Reduced |
| Clarus Wealth Advisors | 1,946 | $269.7K | 0.18% | +8+0.4% | Added |
| Mayport, LLC | 2,014 | $270.1K | 0.20% | −310−13.3% | Reduced |
| Chelsea Counsel Co | 2,019 | $270.7K | 0.14% | +2,019 | New |
| Mezzasalma Advisors, LLC | 2,020 | $270.9K | 0.24% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 2,035 | $271.0K | 0.07% | +2,035 | New |
| Exeter Financial, LLC | 2,028 | $272.0K | 0.14% | 00.0% | Unchanged |
| Wilson & Boucher Capital Management, LLC | 2,029 | $272.1K | 0.28% | 00.0% | Unchanged |
| Somerville Kurt F | 2,030 | $272.2K | 0.05% | −186−8.4% | Reduced |
| Beacon Investment Advisors LLC | 2,034 | $272.8K | 0.23% | +2,034 | New |
| Smith Anglin Financial, LLC | 2,047 | $274.6K | 0.05% | +91+4.7% | Added |
| Obsidian Personal Planning Solutions LLC | 2,054 | $275.0K | 0.44% | +2,054 | New |
| NovaPoint Capital, LLC | 2,056 | $275.7K | 0.12% | −90−4.2% | Reduced |
| Norwood Financial Corp | 2,058 | $276.0K | 0.43% | 00.0% | Unchanged |
| Rice Hall James & Associates, LLC | 2,058 | $276.0K | 0.02% | 00.0% | Unchanged |
| Braun-Bostich & Associates Inc. | 2,060 | $276.2K | 0.80% | +2,060 | New |
| Market Street Wealth Management Advisors LLC | 2,068 | $277.3K | 0.08% | 00.0% | Unchanged |
| Sepio Capital, LP | 2,071 | $277.7K | 0.02% | +2,071 | New |
| Ridgewood Investments LLC | 2,074 | $278.1K | 0.20% | −146−6.6% | Reduced |
| Fluent Financial, LLC | 2,076 | $278.4K | 0.17% | −43,679−95.5% | Reduced |
| ESG Planning | 2,082 | $279.2K | 0.34% | −2,669−56.2% | Reduced |
| CCG Wealth Management, LLC | 2,083 | $279.3K | 0.16% | +2,083 | New |
| G2 Capital Management, LLC | 2,091 | $280.4K | 0.10% | +10.0% | Added |
| Blue Bell Private Wealth Management, LLC | 2,095 | $280.9K | 0.09% | −145−6.5% | Reduced |
| Compton Financial Group, LLC | 2,098 | $281.3K | 0.12% | 00.0% | Unchanged |
| Fca Corp | 2,100 | $281.6K | 0.11% | 00.0% | Unchanged |
| America First Investment Advisors, LLC | 2,100 | $282.0K | 0.08% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 2,104 | $282.2K | 0.04% | +1,252+146.9% | Added |
| Zimmermann Investment Management & Planning LLC | 2,121 | $284.4K | 0.16% | +172+8.8% | Added |
| Beirne Wealth Consulting Services, LLC | 2,122 | $284.6K | 0.14% | −34−1.6% | Reduced |
| IronBridge Private Wealth, LLC | 2,124 | $284.8K | 0.23% | −8,120−79.3% | Reduced |
| Avion Wealth | 2,742 | $286.0K | 0.09% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 2,132 | $286.0K | 0.19% | −23−1.1% | Reduced |
| Covestor Ltd | 2,145 | $287.0K | 0.23% | −26−1.2% | Reduced |
| Harvest Fund Management Co., Ltd | 2,138 | $287.0K | 0.07% | +2,026+1,808.9% | Added |
| Carroll Investors, Inc | 2,158 | $287.5K | 0.30% | 00.0% | Unchanged |
| RVW Wealth, LLC | 2,145 | $287.6K | 0.04% | +2,145 | New |
| Axiom Financial Strategies, LLC | 2,160 | $289.7K | 0.18% | −11,807−84.5% | Reduced |
| Carmel Capital Partners, LLC | 2,162 | $289.9K | 0.20% | +231+12.0% | Added |
| Integris Wealth Management, LLC | 2,165 | $290.3K | 0.11% | +2,165 | New |
| Redmont Wealth Advisors LLC | 2,169 | $290.9K | 0.34% | +128+6.3% | Added |
| Henrickson Nauta Wealth Advisors, Inc. | 2,181 | $292.5K | 0.23% | 00.0% | Unchanged |
| Rise Advisors, LLC | 2,189 | $293.5K | 0.24% | +47+2.2% | Added |
| Callan Family Office, LLC | 2,194 | $294.2K | 0.09% | +2,194 | New |
| Goepper Burkhardt LLC | 2,196 | $294.5K | 0.21% | +76+3.6% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 2,198 | $294.7K | 0.03% | −235−9.7% | Reduced |
| Capstone Wealth Management Group, LLC | 2,198 | $294.8K | 0.32% | −1,055−32.4% | Reduced |
| Campbell Wealth Management | 2,202 | $295.0K | 0.04% | +44+2.0% | Added |
| Arcus Capital Partners, LLC | 2,202 | $295.2K | 0.12% | +2,202 | New |
| Madison Wealth Management | 2,202 | $295.3K | 0.07% | −508−18.7% | Reduced |
| Independent Wealth Network Inc. | 2,202 | $295.3K | 0.20% | −2,982−57.5% | Reduced |
| TNF LLC | 2,086 | $296.0K | 0.13% | −32−1.5% | Reduced |
| Vista Private Wealth Partners. LLC | 2,208 | $296.1K | 0.14% | −60−2.6% | Reduced |
| Palo Alto Wealth Advisors, LLC | 2,209 | $296.2K | 0.25% | +2,209 | New |
| Act Wealth Management, LLC | 2,211 | $296.5K | 0.19% | +8+0.4% | Added |
| Unio Capital LLC | 2,213 | $296.8K | 0.16% | −1,613−42.2% | Reduced |
| Lakewood Asset Management LLC | 2,214 | $297.0K | 0.24% | +2,214 | New |
| Heritage Financial Services, LLC | 2,216 | $297.2K | 0.08% | −97−4.2% | Reduced |
| Gouws Capital LLC | 2,225 | $298.4K | 0.28% | 00.0% | Unchanged |
| Safeguard Investment Advisory Group, LLC | 2,226 | $298.8K | 0.18% | +177+8.6% | Added |
| Financial Advisors Network, Inc. | 2,233 | $299.4K | 0.08% | +45+2.1% | Added |
| WMG Financial Advisors, LLC | 2,236 | $299.8K | 0.26% | −2−0.1% | Reduced |
| Ipsen Advisor Group LLC | 2,237 | $300.0K | 0.35% | +2,237 | New |
| Websterrogers Financial Advisors, LLC | 2,249 | $301.6K | 0.15% | +17+0.8% | Added |
| SJS Investment Consulting Inc. | 2,250 | $301.7K | 0.09% | −958−29.9% | Reduced |
| Sym Financial Corp | 2,250 | $301.8K | 0.07% | +122+5.7% | Added |
| J.Safra Asset Management Corp | 2,257 | $302.0K | 0.05% | +2,022+860.4% | Added |
| Claris Advisors, LLC | 2,254 | $302.2K | 0.29% | −58−2.5% | Reduced |
| Hapanowicz & Associates Financial Services, Inc | 2,259 | $302.9K | 0.22% | −386−14.6% | Reduced |
| Intrinsic Value Partners, LLC | 2,257 | $303.0K | 0.41% | −375−14.2% | Reduced |
| Clay Northam Wealth Management, LLC | 2,261 | $303.2K | 0.35% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 2,264 | $303.7K | 0.25% | −78−3.3% | Reduced |
| Hamilton Wealth, LLC | 2,269 | $304.3K | 0.12% | +2,269 | New |
| Sensible Money, LLC | 2,270 | $304.4K | 0.33% | +2,270 | New |
| Smith Shellnut Wilson LLC | 2,273 | $304.8K | 0.19% | 00.0% | Unchanged |
| Raymond James Trust Co. of NH | 2,278 | $305.0K | 2.74% | +2+0.1% | Added |
| Ruedi Wealth Management, Inc. | 2,278 | $305.4K | 0.22% | +2,278 | New |
| St. Clair Advisors, LLC | 2,301 | $308.6K | 0.19% | +2,301 | New |
| Forefront Wealth Management Inc. | 2,301 | $308.6K | 0.42% | +10.0% | Added |
| Northern Capital Management, Inc. | 2,303 | $308.8K | 0.30% | 00.0% | Unchanged |
| Navis Wealth Advisors, LLC | 2,303 | $308.9K | 0.44% | +2,303 | New |
| Fiducient Advisors LLC | 2,310 | $309.8K | 0.09% | +131+6.0% | Added |
| Verus Financial Partners, Inc. | 2,218 | $310.4K | 0.04% | −648−22.6% | Reduced |
| Tacita Capital Inc | 2,320 | $311.0K | 0.23% | 00.0% | Unchanged |
| ICW Investment Advisors LLC | 2,320 | $311.2K | 0.19% | +10.0% | Added |