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 |
|---|---|---|---|---|---|
| Tarbox Family Office, Inc. | 2,330 | $312.5K | 0.07% | +2,330 | New |
| TAGStone Capital, Inc. | 2,345 | $314.0K | 0.26% | +2,345 | New |
| Mizuho Securities Co. Ltd. | 2,350 | $315.1K | 0.88% | −1,149−32.8% | Reduced |
| Truvestments Capital LLC | 2,355 | $315.9K | 0.18% | +17+0.7% | Added |
| Planned Solutions, Inc. | 2,358 | $316.2K | 0.23% | +156+7.1% | Added |
| Wealthgate Family Office, LLC | 2,360 | $316.5K | 0.86% | 00.0% | Unchanged |
| Clean Yield Group | 2,361 | $316.6K | 0.14% | +644+37.5% | Added |
| Blackston Financial Advisory Group, LLC | 2,362 | $317.0K | 0.23% | +72+3.1% | Added |
| Summit Wealth Group, LLC | 2,364 | $317.0K | 0.33% | +67+2.9% | Added |
| Milestone Asset Management, LLC | 2,315 | $317.8K | 0.19% | +2,315 | New |
| Catalyst Private Wealth, LLC | 2,371 | $318.0K | 0.26% | +2,371 | New |
| Security National Bank of Sioux City Iowa | 2,373 | $318.0K | 0.24% | 00.0% | Unchanged |
| Lansing Street Advisors | 2,375 | $318.4K | 0.22% | −577−19.5% | Reduced |
| Bickling Financial Services, Inc. | 2,379 | $319.0K | 0.20% | +11+0.5% | Added |
| SP Asset Management LLC | 2,382 | $319.5K | 0.04% | +2,382 | New |
| Kaizen Financial Strategies | 2,234 | $319.5K | 0.32% | +2,234 | New |
| Bridgeworth, LLC | 2,384 | $319.7K | 0.05% | −100−4.0% | Reduced |
| Copeland Capital Management, LLC | 2,385 | $320.0K | 0.01% | −1,327−35.7% | Reduced |
| Whelan Financial | 2,389 | $320.4K | 0.19% | +4+0.2% | Added |
| S&T Bank | 2,394 | $321.0K | 0.06% | −258−9.7% | Reduced |
| Saranac Partners Ltd | 2,395 | $321.2K | 0.59% | +2,395 | New |
| Beacon Bridge Wealth Partners, LLC | 2,396 | $321.3K | 0.23% | +2,396 | New |
| Garner Asset Management Corp | 2,404 | $322.0K | 0.16% | +3+0.1% | Added |
| Encompass Wealth Advisors, LLC | 2,405 | $322.5K | 0.12% | +11+0.5% | Added |
| Align Wealth Management, LLC | 3,090 | $322.9K | 0.27% | +3,090 | New |
| Kinloch Capital, LLC | 2,407 | $323.0K | 0.19% | 00.0% | Unchanged |
| Builder Investment Group Inc | 2,420 | $324.5K | 0.15% | +2,420 | New |
| Marotta Asset Management | 2,422 | $324.8K | 0.08% | −143−5.6% | Reduced |
| Index Fund Advisors, Inc. | 2,423 | $325.0K | 0.02% | −1,913−44.1% | Reduced |
| Wealth Advisors, Inc. | 2,430 | $325.9K | 0.17% | 00.0% | Unchanged |
| Milestone Advisory Partners | 2,446 | $328.0K | 0.24% | 00.0% | Unchanged |
| Covey Capital Advisors, LLC | 2,450 | $328.5K | 0.54% | 00.0% | Unchanged |
| Arnhold LLC | 2,452 | $328.8K | 0.04% | 00.0% | Unchanged |
| Conestoga Capital Advisors, LLC | 2,466 | $330.7K | 0.01% | +400+19.4% | Added |
| Northstar Advisory Group, LLC | 2,472 | $331.5K | 0.26% | +2,472 | New |
| Clarity Financial LLC | 2,474 | $331.8K | 0.06% | +2,474 | New |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 2,487 | $333.5K | 0.07% | 00.0% | Unchanged |
| Foundation Wealth Management, LLC | 2,489 | $333.7K | 0.34% | +2,489 | New |
| Legacy Financial Strategies, LLC | 2,493 | $334.3K | 0.14% | +368+17.3% | Added |
| Jag Capital Management, LLC | 2,494 | $334.4K | 0.05% | −145−5.5% | Reduced |
| Heritage Wealth Partners, LLC | 2,480 | $335.0K | 0.31% | +2,480 | New |
| Schoolcraft Capital LLC | 2,499 | $335.1K | 0.10% | +2,499 | New |
| Permit Capital, LLC | 2,500 | $335.3K | 0.12% | 00.0% | Unchanged |
| Alethea Capital Management, LLC | 2,500 | $335.3K | 0.32% | 00.0% | Unchanged |
| Integrity Financial Corp | 2,505 | $335.9K | 0.32% | −12−0.5% | Reduced |
| Enzi Wealth | 2,427 | $336.0K | 0.16% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 2,423 | $336.7K | 0.17% | +2,423 | New |
| Willow Creek Wealth Management Inc. | 2,524 | $338.0K | 0.06% | −662−20.8% | Reduced |
| Morse Asset Management, Inc | 2,518 | $338.0K | 0.12% | −634−20.1% | Reduced |
| Wealthspan Partners, LLC | 2,523 | $338.3K | 0.31% | +26+1.0% | Added |
| Lathrop Investment Management Corp | 2,531 | $339.0K | 0.07% | 00.0% | Unchanged |
| Crown Wealth Group, LLC | 2,536 | $340.1K | 0.32% | +81+3.3% | Added |
| Arkfeld Wealth Strategies, L.L.C. | 2,454 | $340.2K | 0.22% | +171+7.5% | Added |
| Front Street Capital Management, Inc. | 2,541 | $341.0K | 0.08% | −11,493−81.9% | Reduced |
| Asset Management Resources, LLC | 2,545 | $341.2K | 0.37% | +10.0% | Added |
| LGT Fund Management Co Ltd. | 2,550 | $342.0K | 0.15% | 00.0% | Unchanged |
| TSFG, LLC | 2,548 | $342.0K | 0.14% | +10.0% | Added |
| Horizon Kinetics Asset Management LLC | 2,551 | $342.1K | 0.01% | 00.0% | Unchanged |
| Apeiron RIA LLC | 2,556 | $342.7K | 0.13% | +9+0.4% | Added |
| Wealth Management Solutions, LLC | 2,557 | $343.0K | 0.18% | +2,557 | New |
| Detalus Advisors, LLC | 2,561 | $343.4K | 0.17% | +99+4.0% | Added |
| Capital Financial Planning, LLC | 2,567 | $344.3K | 0.14% | −50−1.9% | Reduced |
| Cook Wealth Management Group LLC | 2,573 | $345.0K | 0.33% | 00.0% | Unchanged |
| Wellspring Financial Advisors, LLC | 2,573 | $345.0K | 0.11% | +2,573 | New |
| PRW Wealth Management LLC | 2,581 | $346.1K | 0.15% | 00.0% | Unchanged |
| Arbor Investment Advisors, LLC | 2,581 | $346.1K | 0.07% | 00.0% | Unchanged |
| Sloy Dahl & Holst, LLC | 2,583 | $346.4K | 0.12% | −397−13.3% | Reduced |
| Horst & Graben Wealth Management LLC | 2,588 | $347.0K | 0.09% | +20+0.8% | Added |
| North Point Portfolio Managers Corp | 2,601 | $348.8K | 0.06% | −319−10.9% | Reduced |
| Intrepid Capital Management Inc | 2,603 | $349.0K | 0.30% | +284+12.2% | Added |
| MKT Advisors LLC | 2,501 | $349.2K | 0.26% | +148+6.3% | Added |
| United Community Bank | 2,608 | $349.7K | 0.34% | +15+0.6% | Added |
| Synergy Financial Management, LLC | 2,610 | $350.0K | 0.09% | −29,685−91.9% | Reduced |
| PFG Private Wealth Management, LLC | 2,612 | $350.0K | 0.22% | +20+0.8% | Added |
| Kraematon Investment Advisors, Inc | 2,612 | $350.3K | 0.38% | +19+0.7% | Added |
| NBW Capital LLC | 2,623 | $351.7K | 0.09% | +20+0.8% | Added |
| Darwin Advisors, LLC | 2,460 | $351.8K | 0.09% | −57−2.3% | Reduced |
| Isthmus Partners, LLC | 2,636 | $353.5K | 0.05% | 00.0% | Unchanged |
| Dakota Community Bank & Trust NA | 2,637 | $354.0K | 2.01% | −920−25.9% | Reduced |
| Cooper/Haims Advisors, LLC | 2,637 | $354.0K | 0.25% | −117−4.2% | Reduced |
| AIMZ Investment Advisors, LLC | 2,639 | $354.0K | 0.17% | 00.0% | Unchanged |
| Prosperity Financial Group, Inc. | 2,640 | $354.0K | 0.38% | +2,640 | New |
| Hilltop Partners LLC | 2,647 | $355.0K | 0.19% | +2,647 | New |
| One River Asset Management, LLC | 2,665 | $355.0K | 0.24% | +2,665 | New |
| Altus Wealth Management, LLC | 2,652 | $356.0K | 0.31% | +8+0.3% | Added |
| Jackson, Grant Investment Advisers, Inc. | 2,665 | $357.4K | 0.17% | +4+0.2% | Added |
| Dock Street Asset Management Inc | 2,670 | $358.0K | 0.08% | 00.0% | Unchanged |
| Corrigan Financial, Inc. | 2,677 | $359.0K | 0.13% | +3+0.1% | Added |
| Centered Wealth LLC dba Miller Equity Capital Advisors | 2,677 | $359.0K | 0.23% | +300+12.6% | Added |
| Firethorn Wealth Partners, LLC | 2,678 | $359.1K | 0.30% | +6+0.2% | Added |
| Tower Wealth Partners, Inc. | 2,694 | $361.3K | 0.31% | 00.0% | Unchanged |
| Saturna Capital CORP | 2,696 | $361.5K | 0.01% | −1,675−38.3% | Reduced |
| Intergy Private Wealth, LLC | 2,697 | $361.7K | 0.23% | +2,697 | New |
| Windsor Advisory Group, LLC | 2,702 | $362.4K | 0.96% | +2,702 | New |
| Indie Asset Partners, LLC | 2,704 | $362.6K | 0.40% | −224−7.7% | Reduced |
| Cherry Creek Investment Advisors, Inc. | 2,711 | $363.5K | 0.28% | −4,285−61.2% | Reduced |
| Keene & Associates, Inc. | 2,713 | $363.8K | 0.32% | −579−17.6% | Reduced |
| Capital Counsel LLC | 2,714 | $363.9K | 0.02% | +400+17.3% | Added |
| Vanguard Capital Wealth Advisors | 2,719 | $364.7K | 0.42% | +208+8.3% | Added |
| Reik & Co., LLC | 2,722 | $365.0K | 0.11% | 00.0% | Unchanged |