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 |
|---|---|---|---|---|---|
| Financial Advisory Corp | 3,261 | $437.0K | 0.22% | −24−0.7% | Reduced |
| Cavalier Investments, LLC | 3,259 | $437.0K | 0.16% | −160−4.7% | Reduced |
| Parkside Investments, LLC | 3,267 | $438.2K | 0.09% | +13+0.4% | Added |
| Atticus Wealth Management, LLC | 3,271 | $438.6K | 0.18% | −101−3.0% | Reduced |
| Koss-Olinger Consulting, LLC | 3,277 | $439.0K | 0.06% | 00.0% | Unchanged |
| Inceptionr LLC | 3,281 | $440.0K | 0.23% | +3,281 | New |
| D'Orazio & Associates, Inc. | 3,291 | $441.3K | 0.10% | +287+9.6% | Added |
| Madden Securities Corp | 3,297 | $442.1K | 0.23% | −13,595−80.5% | Reduced |
| Tectonic Advisors LLC | 3,300 | $442.5K | 0.07% | +309+10.3% | Added |
| Pine Haven Investment Counsel, Inc | 3,311 | $444.0K | 0.49% | +100+3.1% | Added |
| VELA Investment Management, LLC | 3,312 | $444.1K | 0.22% | 00.0% | Unchanged |
| Vista Capital Partners, Inc. | 3,312 | $444.1K | 0.07% | +801+31.9% | Added |
| Glass Jacobson Investment Advisors llc | 3,315 | $444.5K | 0.22% | +3,315 | New |
| Mach-1 Financial Group, Inc. | 3,316 | $444.7K | 0.21% | −215−6.1% | Reduced |
| Holland Advisory Services, Inc. | 3,321 | $445.4K | 0.53% | 00.0% | Unchanged |
| Wealthstream Advisors, Inc. | 3,327 | $446.1K | 0.29% | +24+0.7% | Added |
| Hoxton Planning & Management, LLC | 3,335 | $447.2K | 0.24% | +3,335 | New |
| Youngs Advisory Group, Inc. | 3,336 | $447.4K | 0.26% | −116−3.4% | Reduced |
| Luts & Greenleigh Group, Inc | 3,339 | $447.7K | 0.57% | +3,339 | New |
| Borer Denton & Associates, Inc. | 3,346 | $448.7K | 0.20% | 00.0% | Unchanged |
| National Wealth Management Group, LLC | 3,353 | $449.6K | 0.54% | +3,353 | New |
| Amussen Hunsaker Associates LLC | 3,362 | $451.2K | 0.12% | +89+2.7% | Added |
| Weaver Consulting Group | 3,376 | $452.7K | 0.23% | +28+0.8% | Added |
| Prosperity Wealth Management, Inc. | 3,381 | $453.4K | 0.45% | +3,381 | New |
| Total Investment Management Inc | 3,389 | $454.4K | 0.11% | −43−1.3% | Reduced |
| Forefront Analytics, LLC | 3,390 | $454.6K | 0.24% | +27+0.8% | Added |
| HITE Hedge Asset Management LLC | 3,392 | $454.9K | 0.04% | 00.0% | Unchanged |
| Cim, LLC | 3,247 | $455.9K | 0.09% | −113−3.4% | Reduced |
| Northwest Investment Counselors, LLC | 3,401 | $456.1K | 0.13% | −177−4.9% | Reduced |
| Keb Asset Management, LLC | 3,404 | $456.5K | 0.24% | −81−2.3% | Reduced |
| Drake & Associates, LLC | 3,410 | $457.3K | 0.24% | +670+24.5% | Added |
| Full Sail Capital, LLC | 3,412 | $457.5K | 0.04% | +611+21.8% | Added |
| Cascade Investment Advisors, Inc. | 3,413 | $457.7K | 0.38% | 00.0% | Unchanged |
| KilterHowling LLC | 3,421 | $458.7K | 0.49% | −434−11.3% | Reduced |
| Independent Family Office, LLC | 3,422 | $458.9K | 0.28% | 00.0% | Unchanged |
| Cedrus LLC | 3,426 | $459.4K | 0.37% | +52+1.5% | Added |
| Tandem Investment Advisors, Inc. | 3,427 | $460.0K | 0.02% | +798+30.4% | Added |
| Murphy Pohlad Asset Management LLC | 3,440 | $461.3K | 0.19% | 00.0% | Unchanged |
| Aevitas Wealth Management, Inc. | 3,448 | $462.4K | 0.27% | +10+0.3% | Added |
| Garden State Investment Advisory Services LLC | 3,453 | $463.2K | 0.28% | +3,453 | New |
| Pasadena Private Wealth, LLC | 3,456 | $463.4K | 0.14% | −164−4.5% | Reduced |
| Firestone Capital Management | 3,463 | $464.4K | 0.17% | −99−2.8% | Reduced |
| Vertex Planning Partners, LLC | 3,479 | $466.5K | 0.18% | +3,479 | New |
| Albert D Mason Inc | 3,485 | $467.0K | 0.33% | +90+2.7% | Added |
| Advocate Group LLC | 3,483 | $467.1K | 0.10% | +484+16.1% | Added |
| HTG Investment Advisors, Inc. | 3,486 | $467.5K | 0.47% | +3,486 | New |
| Shelton Wealth Management, LLC | 3,486 | $467.5K | 0.37% | −230−6.2% | Reduced |
| CSS LLC | 3,500 | $469.4K | 0.03% | −35,652−91.1% | Reduced |
| James J. Burns & Company, LLC | 3,512 | $471.0K | 0.19% | +33+0.9% | Added |
| Coco Enterprises, LLC | 3,510 | $471.0K | 0.39% | +237+7.2% | Added |
| Oldfather Financial Services, LLC | 3,516 | $471.5K | 0.27% | +5+0.1% | Added |
| HC Advisors, LLC | 3,535 | $474.0K | 0.32% | +323+10.1% | Added |
| Capital Advisors Wealth Management, LLC | 3,542 | $475.0K | 0.14% | +501+16.5% | Added |
| Jacobs Levy Equity Management, Inc | 3,544 | $475.3K | 0.00% | +3,544 | New |
| Hutchinson Capital Management | 3,545 | $475.3K | 0.12% | −1,632−31.5% | Reduced |
| Horan Securities, Inc. | 3,548 | $475.7K | 0.27% | +169+5.0% | Added |
| Fuller & Thaler Asset Management, Inc. | 3,551 | $476.0K | 0.00% | −2,075−36.9% | Reduced |
| Unionview, LLC | 3,553 | $476.5K | 0.48% | +165+4.9% | Added |
| InTrack Investment Management Inc | 3,569 | $478.6K | 0.48% | +574+19.2% | Added |
| Investment Advisory Group, LLC | 3,577 | $479.7K | 0.29% | +161+4.7% | Added |
| Horizon Wealth Management, LLC | 3,586 | $480.9K | 0.39% | −33−0.9% | Reduced |
| Kenfarb & Co. | 3,592 | $481.7K | 0.43% | −1,000−21.8% | Reduced |
| Powell Investment Advisors, LLC | 3,594 | $482.0K | 0.28% | +12+0.3% | Added |
| Montis Financial, LLC | 3,598 | $482.5K | 0.41% | −23−0.6% | Reduced |
| Avondale Wealth Management | 3,600 | $482.8K | 0.42% | −1,000−21.7% | Reduced |
| Pure Financial Advisors, Inc. | 3,613 | $484.6K | 0.03% | +1,203+49.9% | Added |
| Horizon Family Wealth, Inc. | 3,614 | $484.6K | 0.56% | −467−11.4% | Reduced |
| Clare Market Investments LLC | 3,628 | $486.6K | 0.23% | −3,307−47.7% | Reduced |
| Semus Wealth Partners LLC | 3,630 | $486.8K | 0.59% | +3,630 | New |
| WNY Asset Management, LLC | 3,633 | $487.1K | 0.13% | −512−12.4% | Reduced |
| Sage Private Wealth Group, LLC | 3,637 | $487.8K | 0.58% | −432−10.6% | Reduced |
| Live Oak Investment Partners | – | $489.4K | 0.45% | – | New |
| Stonehage Fleming Financial Services Holdings Ltd | 3,256 | $491.0K | 0.04% | −6,643−67.1% | Reduced |
| Cahaba Wealth Management, Inc. | 3,670 | $492.1K | 0.06% | −93−2.5% | Reduced |
| Dougherty Wealth Advisers LLC | 3,674 | $492.7K | 0.81% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 3,676 | $493.0K | 0.22% | +3,676 | New |
| Harbor Group, Inc. | 3,682 | $493.7K | 0.32% | +10.0% | Added |
| Domani Wealth, LLC | 3,687 | $494.0K | 0.12% | +31+0.8% | Added |
| High Pines Wealth Management, LLC | 3,689 | $494.7K | 0.87% | +3+0.1% | Added |
| LGT Financial Advisors LLC | 3,689 | $494.7K | 0.58% | +3,689 | New |
| Kohmann Bosshard Financial Services, LLC | 3,694 | $495.4K | 0.10% | +200+5.7% | Added |
| Hourglass Capital, LLC | 3,713 | $497.9K | 0.18% | 00.0% | Unchanged |
| Marathon Capital Management | 3,720 | $498.9K | 0.14% | −289−7.2% | Reduced |
| Santori & Peters | 3,735 | $500.8K | 0.29% | −319−7.9% | Reduced |
| IVC Wealth Advisors LLC | 3,738 | $501.2K | 0.37% | +97+2.7% | Added |
| Granite Harbor Advisors, Inc. | 3,743 | $502.0K | 0.51% | +3,743 | New |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 3,754 | $503.4K | 0.15% | +3,754 | New |
| TrueWealth Advisors, LLC | 3,759 | $504.1K | 0.22% | +273+7.8% | Added |
| CM Wealth Advisors LLC | 3,765 | $504.9K | 0.26% | 00.0% | Unchanged |
| Raub Brock Capital Management LP | 3,779 | $506.8K | 0.10% | 00.0% | Unchanged |
| Tillman Hartley LLC | 3,779 | $506.8K | 0.22% | +3,779 | New |
| Redwood Investment Management, LLC | 3,778 | $507.0K | 0.07% | −2,486−39.7% | Reduced |
| Wallington Asset Management, LLC | 3,784 | $507.0K | 0.11% | +3,784 | New |
| Merriman Wealth Management, LLC | 3,788 | $508.0K | 0.03% | −87−2.2% | Reduced |
| Stelac Advisory Services LLC | 3,791 | $508.4K | 0.23% | −808−17.6% | Reduced |
| Dempze Nancy E | 3,808 | $510.7K | 0.50% | +75+2.0% | Added |
| Aprio Wealth Management, LLC | 3,817 | $511.9K | 0.18% | −1,509−28.3% | Reduced |
| Wayfinding Financial, LLC | 3,526 | $512.0K | 0.41% | −871−19.8% | Reduced |
| Yarger Wealth Strategies, LLC | 3,819 | $512.1K | 0.63% | +26+0.7% | Added |
| LCM Capital Management Inc | 3,823 | $512.7K | 0.50% | 00.0% | Unchanged |