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 |
|---|---|---|---|---|---|
| Van Eck Associates Corp | 3,836 | $514.0K | 0.00% | −1,476−27.8% | Reduced |
| Garde Capital, Inc. | 3,839 | $515.0K | 0.06% | −1,646−30.0% | Reduced |
| BCJ Capital Management, LLC | 3,846 | $515.7K | 0.05% | +224+6.2% | Added |
| Westshore Wealth, LLC | 3,849 | $516.1K | 0.29% | +10.0% | Added |
| Algert Global LLC | 3,861 | $517.8K | 0.03% | +553+16.7% | Added |
| Goldstein Advisors, LLC | 3,871 | $519.0K | 0.13% | +3,871 | New |
| Shapiro Capital Management LLC | 3,880 | $520.3K | 0.01% | 00.0% | Unchanged |
| Ninepoint Partners LP | 3,884 | $521.0K | 0.07% | +3,884 | New |
| Park Circle Co | 3,900 | $523.0K | 0.51% | 00.0% | Unchanged |
| Private Capital Management LLC | 3,902 | $523.3K | 0.17% | −60−1.5% | Reduced |
| S.A. Mason LLC | 3,911 | $524.5K | 0.39% | −75−1.9% | Reduced |
| Evolution Wealth Advisors, LLC | 3,914 | $524.9K | 0.13% | +369+10.4% | Added |
| Auto-Owners Insurance Co | 3,915 | $525.0K | 0.02% | +3,915 | New |
| Moss Adams Wealth Advisors LLC | 3,918 | $525.4K | 0.26% | +3,918 | New |
| Caldwell Sutter Capital, Inc. | 3,921 | $525.8K | 0.46% | +3,921 | New |
| Meridian Financial, LLC | 3,925 | $526.4K | 0.55% | +17+0.4% | Added |
| Paragon Capital Management Ltd | 3,925 | $526.4K | 0.14% | +5+0.1% | Added |
| Armstrong Advisory Group, Inc | 3,933 | $527.4K | 0.07% | +3,933 | New |
| Keystone Wealth Services, LLC | 3,936 | $527.9K | 0.23% | −856−17.9% | Reduced |
| First Community Trust NA | 3,936 | $528.0K | 0.61% | +85+2.2% | Added |
| LWMG, LLC | 3,937 | $528.0K | 0.19% | +3,937 | New |
| Centric Wealth Management | 3,940 | $528.4K | 0.27% | −1,413−26.4% | Reduced |
| Kaydan Wealth Management, Inc. | 3,945 | $529.0K | 0.21% | +29+0.7% | Added |
| Hassell Wealth Management, LLC | 3,764 | $530.0K | 0.40% | +3,764 | New |
| Lumature Wealth Partners, LLC | 3,953 | $530.1K | 0.30% | −290−6.8% | Reduced |
| Leonard Rickey Investment Advisors P.L.L.C. | 3,954 | $530.2K | 0.22% | +557+16.4% | Added |
| Thomas Story & Son LLC | 3,965 | $532.0K | 0.27% | +41+1.0% | Added |
| Dimension Capital Management LLC | 3,979 | $533.6K | 0.12% | +437+12.3% | Added |
| Arthur M. Cohen & Associates, LLC | 3,979 | $533.6K | 0.15% | +775+24.2% | Added |
| Thrive Capital Management, LLC | 3,981 | $533.9K | 0.35% | +772+24.1% | Added |
| Stanley-Laman Group, Ltd. | 4,000 | $536.4K | 0.10% | 00.0% | Unchanged |
| Axq Capital, LP | 4,000 | $536.4K | 0.37% | +4,000 | New |
| Aveo Capital Partners, LLC | 4,002 | $536.7K | 0.08% | −3,281−45.1% | Reduced |
| Ambassador Advisors, LLC | 4,009 | $537.6K | 0.12% | +227+6.0% | Added |
| Nottingham Advisors, Inc. | 4,010 | $537.7K | 0.07% | +100+2.6% | Added |
| Financial Advisors, LLC | 4,056 | $543.9K | 0.15% | −20−0.5% | Reduced |
| Silverlake Wealth Management LLC | 4,065 | $545.1K | 0.34% | −33−0.8% | Reduced |
| Laraway Financial Inc | 4,073 | $546.2K | 0.57% | +3+0.1% | Added |
| Frank, Rimerman Advisors LLC | 4,076 | $546.6K | 0.17% | 00.0% | Unchanged |
| Oberweis Asset Management Inc | 4,089 | $548.3K | 0.12% | +3+0.1% | Added |
| Doheny Asset Management | 4,104 | $550.0K | 0.64% | −1,966−32.4% | Reduced |
| Northstar Group, Inc. | 4,106 | $550.6K | 0.16% | 00.0% | Unchanged |
| Bender Robert & Associates | 4,134 | $554.4K | 0.21% | 00.0% | Unchanged |
| Mogy Joel R Investment Counsel Inc | 4,141 | $555.3K | 0.06% | 00.0% | Unchanged |
| Carr Financial Group Corp | 4,142 | $555.5K | 0.29% | +4,142 | New |
| S. R. Schill & Associates | 4,148 | $556.3K | 0.28% | +39+0.9% | Added |
| Weinberger Asset Management, Inc | 4,176 | $560.0K | 0.34% | −126−2.9% | Reduced |
| Cottonwood Capital Advisors, LLC | 4,188 | $561.6K | 0.50% | −140−3.2% | Reduced |
| Baron Wealth Management LLC | 4,191 | $562.0K | 0.43% | +4,191 | New |
| Sunburst Financial Group, LLC | 4,194 | $562.4K | 0.22% | +3+0.1% | Added |
| Derbend Asset Management | 4,216 | $565.3K | 0.45% | −1,043−19.8% | Reduced |
| Wimmer Associates 1, LLC | 4,219 | $565.8K | 0.37% | +25+0.6% | Added |
| Retirement Income Solutions, Inc | 4,252 | $570.2K | 0.18% | 00.0% | Unchanged |
| New Vernon Investment Management LLC | 4,253 | $570.3K | 0.88% | 00.0% | Unchanged |
| Heritage Investment Group, Inc. | 4,260 | $571.0K | 0.18% | −76−1.8% | Reduced |
| Affinity Capital Advisors, LLC | 4,260 | $571.3K | 0.20% | −79−1.8% | Reduced |
| Shulman DeMeo Asset Management LLC | 4,277 | $573.6K | 0.19% | −5−0.1% | Reduced |
| Sterling Group Wealth Management, LLC | 4,280 | $573.9K | 0.57% | +4,280 | New |
| True Capital Management | 4,288 | $575.1K | 0.47% | +4,288 | New |
| Family Firm, Inc. | 4,290 | $575.3K | 0.17% | +750+21.2% | Added |
| Hedges Asset Management LLC | 4,300 | $576.6K | 0.51% | 00.0% | Unchanged |
| Hillcrest Wealth Advisors - NY, LLC | 4,310 | $578.0K | 0.35% | −27−0.6% | Reduced |
| Spartan Fund Management Inc. | 4,312 | $578.0K | 0.21% | 00.0% | Unchanged |
| O'Neil Global Advisors, Inc. | 4,313 | $578.0K | 2.67% | +4,313 | New |
| Investmark Advisory Group LLC | 4,311 | $578.1K | 0.43% | +841+24.2% | Added |
| Arlington Partners LLC | 4,314 | $578.5K | 0.09% | +1,563+56.8% | Added |
| Engrave Wealth Partners LLC | 4,236 | $578.5K | 0.20% | +1,115+35.7% | Added |
| Old North State Trust, LLC | 4,315 | $579.0K | 0.38% | 00.0% | Unchanged |
| Alpha Financial Partners, LLC | 4,323 | $579.7K | 0.70% | +4,323 | New |
| Asset Allocation & Management Company, LLC | 4,327 | $580.0K | 0.22% | −2,808−39.4% | Reduced |
| Howard Financial Services, Ltd. | 4,336 | $581.4K | 0.15% | +809+22.9% | Added |
| Day & Ennis, LLC | 4,343 | $582.4K | 0.23% | −185−4.1% | Reduced |
| Quantum Financial Advisors, LLC | 4,354 | $583.9K | 0.26% | +51+1.2% | Added |
| Triumph Capital Management | 4,355 | $584.0K | 0.31% | −1,031−19.1% | Reduced |
| First National Corp | 4,361 | $584.9K | 0.14% | +506+13.1% | Added |
| California First Leasing Corp | 4,380 | $587.4K | 0.41% | 00.0% | Unchanged |
| Eldridge Investment Advisors, Inc. | 4,393 | $589.0K | 0.21% | +210+5.0% | Added |
| Silicon Valley Capital Partners | 4,397 | $589.7K | 0.13% | −1,416−24.4% | Reduced |
| Sax Wealth Advisors, LLC | 4,400 | $590.0K | 0.14% | −19−0.4% | Reduced |
| SNS Financial Group, LLC | 4,401 | $590.2K | 0.08% | +391+9.8% | Added |
| RWM Asset Management, LLC | 4,416 | $592.2K | 0.13% | +312+7.6% | Added |
| Bridgewealth Advisory Group, LLC | 4,424 | $593.2K | 1.16% | +4,424 | New |
| Geller Advisors LLC | 4,424 | $593.3K | 0.10% | +373+9.2% | Added |
| Southeast Asset Advisors Inc. | 4,428 | $593.8K | 0.09% | −494−10.0% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 4,431 | $594.2K | 0.34% | +24+0.5% | Added |
| Center For Asset Management LLC | 4,437 | $595.0K | 0.55% | +1,004+29.2% | Added |
| Great Diamond Partners, LLC | 4,438 | $595.1K | 0.18% | −456−9.3% | Reduced |
| Tyler-Stone Wealth Management | 4,444 | $596.0K | 0.41% | +63+1.4% | Added |
| CMG Global Holdings, LLC | 4,445 | $596.1K | 0.57% | +268+6.4% | Added |
| Diligent Investors, LLC | 4,457 | $597.6K | 0.20% | +369+9.0% | Added |
| Planning Center, Inc. | 4,463 | $598.5K | 0.18% | +14+0.3% | Added |
| Private Wealth Strategies, L.L.C. | 4,474 | $600.0K | 0.16% | +230+5.4% | Added |
| Marshall Financial Group Inc | 4,500 | $603.5K | 0.26% | +17+0.4% | Added |
| Centurion Wealth Management LLC | 4,501 | $603.5K | 0.34% | +4,501 | New |
| Ullmann Financial Group, Inc. | 4,501 | $603.6K | 0.15% | +267+6.3% | Added |
| Axim Planning & Wealth | 4,503 | $603.9K | 0.62% | +1,971+77.8% | Added |
| Rational Advisors LLC | 4,514 | $605.3K | 0.05% | −1,858−29.2% | Reduced |
| Alan B. Lancz & Associates, Inc. | 4,233 | $605.4K | 0.61% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 4,532 | $607.7K | 0.34% | +92+2.1% | Added |
| Sovereign Financial Group, Inc. | 4,542 | $609.1K | 0.24% | +510+12.6% | Added |