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 |
|---|---|---|---|---|---|
| Hunter Perkins Capital Management, LLC | 2,731 | $366.0K | 0.08% | −794−22.5% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 2,733 | $367.0K | 0.32% | −46−1.7% | Reduced |
| Tamar Securities, LLC | 2,740 | $367.4K | 0.12% | −61−2.2% | Reduced |
| Wedgewood Investors Inc | 2,741 | $367.6K | 0.48% | 00.0% | Unchanged |
| Bond & Devick Financial Network, Inc. | 2,748 | $368.5K | 0.26% | 00.0% | Unchanged |
| Epic Trust Investment Advisors, LLC | 2,752 | $369.0K | 0.56% | −1,102−28.6% | Reduced |
| Pin Oak Investment Advisors Inc | 2,753 | $369.0K | 0.46% | +166+6.4% | Added |
| TFB Advisors LLC | 2,755 | $369.4K | 0.31% | +2,755 | New |
| Advisory Alpha, LLC | 2,761 | $370.3K | 0.03% | −55−2.0% | Reduced |
| Advance Capital Management, Inc. | 2,774 | $372.0K | 0.05% | +6+0.2% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 2,782 | $373.0K | 0.23% | 00.0% | Unchanged |
| Financial Freedom, LLC | 2,783 | $373.2K | 0.25% | +2,783 | New |
| Atom Investors LP | 2,792 | $374.4K | 0.19% | +2,792 | New |
| Strid Group, LLC | 2,800 | $375.5K | 0.09% | 00.0% | Unchanged |
| Motive Wealth Advisors | 2,803 | $375.9K | 0.29% | −465−14.2% | Reduced |
| Penn Davis McFarland Inc | 2,818 | $378.0K | 0.07% | −248−8.1% | Reduced |
| Cranbrook Wealth Management, LLC | 2,835 | $380.2K | 0.10% | −40−1.4% | Reduced |
| Marshall Financial Group LLC | 2,845 | $381.5K | 0.15% | −242−7.8% | Reduced |
| Charter Research & Investment Group, Inc. | 2,846 | $381.6K | 0.37% | 00.0% | Unchanged |
| Concord Asset Management, LLC | 2,849 | $382.1K | 0.26% | +2,849 | New |
| Basepoint Wealth LLC | 2,849 | $382.1K | 0.34% | +876+44.4% | Added |
| Patron Partners Advisors, LLC | 2,855 | $382.9K | 0.29% | −161−5.3% | Reduced |
| Richwood Investment Advisors, LLC | 2,855 | $382.9K | 0.39% | −138−4.6% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 2,858 | $383.5K | 0.10% | +2,858 | New |
| West Chester Capital Advisors, Inc | 2,861 | $383.7K | 0.76% | −7−0.2% | Reduced |
| Pennsylvania Capital Management Inc | 2,748 | $383.8K | 0.20% | +100+3.8% | Added |
| Bridge Advisory, LLC | 2,863 | $384.0K | 0.16% | −30−1.0% | Reduced |
| Fountainhead AM, LLC | 2,863 | $384.0K | 0.17% | +115+4.2% | Added |
| Ocean Capital Management, LLC | 2,900 | $388.9K | 0.22% | 00.0% | Unchanged |
| Symphony Financial, Ltd. Co. | 2,853 | $389.1K | 0.10% | +533+23.0% | Added |
| BlueSky Wealth Advisors, LLC | 2,904 | $389.4K | 0.09% | +38+1.3% | Added |
| Strategic Family Wealth Counselors, L.L.C. | 2,915 | $390.9K | 0.19% | +110+3.9% | Added |
| Sequent Asset Management, LLC | 2,914 | $391.0K | 0.26% | +10.0% | Added |
| Magnolia Capital Management Ltd | 2,925 | $392.0K | 0.38% | 00.0% | Unchanged |
| Avenir Corp | 2,924 | $392.1K | 0.04% | 00.0% | Unchanged |
| Trellis Advisors, LLC | 2,924 | $392.1K | 0.21% | +27+0.9% | Added |
| My Personal CFO, LLC | 292 | $392.2K | 0.39% | 00.0% | Unchanged |
| CBOE Vest Financial, LLC | 2,933 | $393.3K | 0.06% | +2,933 | New |
| Claret Asset Management Corp | 2,941 | $394.0K | 0.09% | +30+1.0% | Added |
| 1776 Wealth LLC | 2,935 | $394.0K | 0.28% | +39+1.3% | Added |
| S.C. Financial Services, Inc. | 2,955 | $396.3K | 0.61% | +204+7.4% | Added |
| Harrington Investments, INC | 2,965 | $397.6K | 0.29% | −990−25.0% | Reduced |
| Columbus Macro, LLC | 2,980 | $399.7K | 0.15% | +38+1.3% | Added |
| Hoey Investments, Inc | 2,983 | $400.0K | 0.17% | −900−23.2% | Reduced |
| Summitry LLC | 2,983 | $400.0K | 0.03% | +173+6.2% | Added |
| Howard Wealth Management, LLC | 2,987 | $400.6K | 0.33% | −35−1.2% | Reduced |
| Ackerman Capital Advisors, LLC | 2,987 | $400.6K | 0.11% | 00.0% | Unchanged |
| NFP Retirement, Inc. | 2,992 | $401.1K | 0.09% | −1,621−35.1% | Reduced |
| O'Keefe Stevens Advisory, Inc. | 2,995 | $401.6K | 0.24% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 2,995 | $401.8K | 0.34% | +2,995 | New |
| Washburn Capital Management, Inc. | 2,998 | $402.0K | 0.37% | −39−1.3% | Reduced |
| Opal Wealth Advisors, LLC | 3,002 | $402.5K | 0.22% | −103−3.3% | Reduced |
| Trilogy Capital Inc. | 3,004 | $402.9K | 0.03% | +3,004 | New |
| FSA Wealth Management LLC | 3,014 | $404.2K | 0.24% | +23+0.8% | Added |
| Pearl River Capital, LLC | 3,020 | $405.0K | 0.07% | +3,020 | New |
| Resolute Financial, LLC | 3,022 | $405.2K | 0.34% | +17+0.6% | Added |
| Sustainable Insight Capital Management, LLC | 3,024 | $405.5K | 0.46% | 00.0% | Unchanged |
| Kathmere Capital Management, LLC | 3,042 | $408.0K | 0.07% | +440+16.9% | Added |
| Jump Financial, LLC | 3,045 | $408.3K | 0.02% | −6,187−67.0% | Reduced |
| Resource Planning Group | 3,053 | $409.4K | 0.33% | 00.0% | Unchanged |
| Inspirion Wealth Advisors, LLC | 3,055 | $409.7K | 0.09% | −105−3.3% | Reduced |
| Levy Wealth Management Group, LLC | 3,056 | $409.8K | 0.14% | −47−1.5% | Reduced |
| Heck Capital Advisors, LLC | 3,061 | $410.5K | 0.08% | +43+1.4% | Added |
| Pensionmark Financial Group, LLC | 3,068 | $411.4K | 0.09% | +24+0.8% | Added |
| Financial Advisory Group | 3,076 | $412.0K | 0.09% | −840−21.5% | Reduced |
| Cypress Capital Management LLC (WY) | 3,075 | $412.4K | 0.51% | 00.0% | Unchanged |
| Angeles Investment Advisors, LLC | 3,076 | $412.5K | 0.04% | +3,076 | New |
| Wealth Advisors of Iowa, LLC | 3,085 | $413.7K | 0.34% | +2+0.1% | Added |
| Meridian Wealth Partners, LLC | 3,089 | $414.2K | 0.10% | −49−1.6% | Reduced |
| All Season Financial Advisors, Inc. | 3,090 | $414.3K | 0.37% | −743−19.4% | Reduced |
| Smallwood Wealth Investment Management, LLC | 3,094 | $414.9K | 0.35% | −358−10.4% | Reduced |
| Pitti Group Wealth Management, LLC | 3,106 | $416.5K | 0.50% | +193+6.6% | Added |
| Emerald Advisors, LLC | 3,112 | $417.3K | 0.12% | −563−15.3% | Reduced |
| Teamwork Financial Advisors, LLC | 3,113 | $417.5K | 0.08% | −6,914−69.0% | Reduced |
| Vista Wealth Management Group, LLC | 3,114 | $417.6K | 0.05% | +333+12.0% | Added |
| Watershed Private Wealth LLC | 3,122 | $418.6K | 0.32% | +3,122 | New |
| J. L. Bainbridge & Co., Inc. | 3,134 | $420.3K | 0.07% | +23+0.7% | Added |
| Riverwater Partners LLC | 3,147 | $422.0K | 0.36% | +47+1.5% | Added |
| Gitterman Wealth Management, LLC | 3,149 | $422.3K | 0.21% | −29−0.9% | Reduced |
| Syntegra Private Wealth Group, LLC | 3,149 | $422.3K | 0.08% | +3,149 | New |
| Barings LLC | 3,159 | $423.6K | 0.02% | +288+10.0% | Added |
| Solitude Financial Services | 3,160 | $423.8K | 0.29% | −73−2.3% | Reduced |
| Delap Wealth Advisory, LLC | 3,169 | $425.0K | 0.44% | +3,169 | New |
| Archetype Wealth Partners | 3,173 | $425.0K | 0.11% | +656+26.1% | Added |
| Mascoma Wealth Management LLC | 3,176 | $425.9K | 0.14% | −90−2.8% | Reduced |
| Sanford Advisory Services, LLC | 3,176 | $425.9K | 0.10% | +73+2.4% | Added |
| Mason Investment Advisory Services, Inc. | 3,180 | $426.4K | 0.04% | +750+30.9% | Added |
| Cutter & CO Brokerage, Inc. | 3,191 | $427.9K | 0.14% | −165−4.9% | Reduced |
| Ellsworth Advisors, LLC | 3,144 | $429.3K | 0.16% | +728+30.1% | Added |
| Cassady Schiller Wealth Management, LLC | 3,202 | $429.4K | 0.26% | −197−5.8% | Reduced |
| Mayfair Advisory Group, LLC | 3,128 | $429.7K | 0.55% | −164−5.0% | Reduced |
| Measured Wealth Private Client Group, LLC | 3,208 | $430.2K | 0.18% | −81−2.5% | Reduced |
| Wolff Financial Management LLC | 3,216 | $431.0K | 0.16% | −17−0.5% | Reduced |
| Gemmer Asset Management LLC | 3,219 | $431.6K | 0.07% | −18−0.6% | Reduced |
| Deltec Asset Management LLC | 3,225 | $432.5K | 0.12% | 00.0% | Unchanged |
| Stonehearth Capital Management, LLC | 3,237 | $434.1K | 0.24% | 00.0% | Unchanged |
| Baron Silver Stevens Financial Advisors, LLC | 3,242 | $434.7K | 0.11% | +55+1.7% | Added |
| Second Half Financial Partners, LLC | 3,109 | $435.2K | 0.28% | −138−4.3% | Reduced |
| Credential Qtrade Securities Inc. | 3,248 | $435.6K | 0.03% | −8,879−73.2% | Reduced |
| Lockerman Financial Group, Inc. | 3,254 | $436.4K | 1.27% | +133+4.3% | Added |