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 |
|---|---|---|---|---|---|
| Merrion Investment Management Co, LLC | 4,544 | $609.4K | 0.57% | 00.0% | Unchanged |
| Per Stirling Capital Management, LLC. | 4,548 | $609.9K | 0.11% | +4,548 | New |
| Sutton Place Investors LLC | 4,564 | $612.1K | 0.87% | +7+0.2% | Added |
| Curated Wealth Partners LLC | 4,567 | $612.4K | 0.15% | +121+2.7% | Added |
| Spouting Rock Asset Management, LLC | 4,588 | $615.3K | 0.46% | +4,588 | New |
| R.H. Dinel Investment Counsel, Inc. | 4,592 | $615.8K | 0.55% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 4,590 | $616.0K | 0.00% | 00.0% | Unchanged |
| TriaGen Wealth Management LLC | 4,603 | $617.3K | 0.34% | +43+0.9% | Added |
| Insight 2811, Inc. | 4,633 | $621.0K | 0.38% | +1,575+51.5% | Added |
| Nadler Financial Group, Inc. | 4,631 | $621.0K | 0.11% | −481−9.4% | Reduced |
| Astoria Portfolio Advisors LLC. | 4,621 | $624.2K | 0.29% | −1,770−27.7% | Reduced |
| MinichMacGregor Wealth Management, LLC | 4,666 | $625.7K | 0.23% | +1,180+33.8% | Added |
| Diamant Asset Management, Inc. | 4,671 | $626.4K | 0.56% | 00.0% | Unchanged |
| Arkansas Financial Group, Inc. | 4,713 | $632.0K | 0.14% | −153−3.1% | Reduced |
| GenWealth Group, Inc. | 4,729 | $634.2K | 0.21% | 00.0% | Unchanged |
| LVZ Advisors, Inc. | 4,746 | $636.4K | 0.10% | +80+1.7% | Added |
| Flagstone Financial Management | 4,752 | $637.2K | 0.39% | +4,752 | New |
| Capital City Trust Co | 4,760 | $638.3K | 0.21% | +376+8.6% | Added |
| Lehman & Derafelo Financial Resources LLC | 4,763 | $638.7K | 0.19% | +2,209+86.5% | Added |
| Crumly & Associates Inc. | 4,770 | $639.6K | 0.24% | −1,326−21.8% | Reduced |
| Tranquilli Financial Advisor LLC | 4,770 | $639.7K | 0.49% | +621+15.0% | Added |
| Lebenthal Global Advisors, LLC | 4,797 | $643.3K | 0.21% | +647+15.6% | Added |
| Selective Wealth Management, Inc. | 4,763 | $643.4K | 0.34% | −2,060−30.2% | Reduced |
| Fortis Capital Advisors, LLC | 4,809 | $644.9K | 0.38% | +4,809 | New |
| Maltin Wealth Management, Inc. | 4,815 | $645.7K | 0.47% | −457−8.7% | Reduced |
| Campion Asset Management LLC | 4,824 | $646.9K | 0.64% | −313−6.1% | Reduced |
| Alliance Wealth Advisors, LLC | 4,831 | $647.8K | 0.54% | −338−6.5% | Reduced |
| Reston Wealth Management LLC | 4,846 | $649.8K | 0.36% | +21+0.4% | Added |
| Taylor Hoffman Wealth Management | 4,846 | $649.8K | 0.40% | −3,410−41.3% | Reduced |
| ERTS Wealth Advisors, LLC | 4,853 | $650.8K | 0.17% | −16−0.3% | Reduced |
| Red Wave Investments LLC | 4,854 | $650.9K | 0.27% | −1,488−23.5% | Reduced |
| Retirement Planning Co of New England, Inc. | 4,870 | $653.1K | 0.43% | +208+4.5% | Added |
| Summit Wealth Partners, LLC | 4,901 | $657.2K | 0.17% | +7+0.1% | Added |
| Lee Financial Co | 4,905 | $657.8K | 0.11% | 00.0% | Unchanged |
| Eagle Harbor Asset Management Inc | 4,909 | $658.3K | 0.97% | 00.0% | Unchanged |
| Forum Private Client Group LLC | 4,913 | $658.8K | 0.46% | −289−5.6% | Reduced |
| Momentum Advisors, LLC | 4,919 | $659.7K | 0.67% | −200−3.9% | Reduced |
| Vicus Capital | 4,922 | $660.0K | 0.07% | −822−14.3% | Reduced |
| Wedge Capital Management L L P | 4,926 | $661.0K | 0.01% | −68−1.4% | Reduced |
| Gladius Capital Management LP | 4,932 | $661.4K | 0.21% | −16,509−77.0% | Reduced |
| Bluefin Capital Management, LLC | 4,940 | $662.5K | 0.12% | −2,100−29.8% | Reduced |
| CJM Wealth Advisers, Ltd. | 4,943 | $662.9K | 0.41% | +200+4.2% | Added |
| Omnia Family Wealth, LLC | 4,944 | $663.0K | 0.54% | −118−2.3% | Reduced |
| Benson Investment Management Company, Inc. | 4,950 | $663.8K | 0.39% | 00.0% | Unchanged |
| Kennedy Investment Group | 4,952 | $664.1K | 0.42% | +4,952 | New |
| Schear Investment Advisers, LLC | 4,962 | $665.4K | 0.82% | +4,962 | New |
| Landaas & Co | 4,946 | $666.0K | 0.37% | −717−12.7% | Reduced |
| Marathon Trading Investment Management LLC | 4,989 | $669.0K | 0.44% | +284+6.0% | Added |
| Retirement Planning Group | 4,994 | $669.8K | 0.08% | +26+0.5% | Added |
| Sandy Cove Advisors, LLC | 4,997 | $670.1K | 0.54% | +619+14.1% | Added |
| JBF Capital, Inc. | 5,000 | $670.5K | 0.17% | 00.0% | Unchanged |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 5,000 | $670.5K | 0.95% | 00.0% | Unchanged |
| Cardinal Strategic Wealth Guidance | 5,013 | $670.9K | 0.32% | −110−2.1% | Reduced |
| Willner & Heller, LLC | 5,031 | $674.6K | 0.96% | −176−3.4% | Reduced |
| Joule Financial, LLC | 5,035 | $675.2K | 0.45% | +318+6.7% | Added |
| Insight Advisors, LLC | 5,004 | $675.5K | 0.24% | −78−1.5% | Reduced |
| Aua Capital Management, LLC | 5,042 | $676.1K | 0.46% | 00.0% | Unchanged |
| Foster Group, Inc. | 5,044 | $676.3K | 0.05% | +606+13.7% | Added |
| Collective Family Office LLC | 5,044 | $676.4K | 0.30% | −373−6.9% | Reduced |
| Signature Estate & Investment Advisors LLC | 5,047 | $677.0K | 0.02% | −627−11.1% | Reduced |
| KLR Investment Advisors, LLC | 5,084 | $681.8K | 0.56% | +5,084 | New |
| San Luis Wealth Advisors LLC | 5,084 | $682.0K | 0.64% | −3,443−40.4% | Reduced |
| Advisor Resource Council | 5,089 | $682.4K | 0.41% | +464+10.0% | Added |
| Hofer & Associates. Inc | 5,094 | $683.1K | 0.68% | +211+4.3% | Added |
| New England Research & Management, Inc. | 5,098 | $684.0K | 0.39% | −2,737−34.9% | Reduced |
| Future Financial Wealth Managment LLC | 5,116 | $686.1K | 0.78% | +45+0.9% | Added |
| Cable Hill Partners, LLC | 5,127 | $687.5K | 0.12% | −1,099−17.7% | Reduced |
| Sweet Financial Partners, LLC | 5,130 | $688.0K | 0.20% | +764+17.5% | Added |
| Castleview Partners, LLC | 5,133 | $688.4K | 0.67% | −3−0.1% | Reduced |
| Strong Tower Advisory Services | 5,149 | $690.5K | 0.41% | +36+0.7% | Added |
| Bay Rivers Group | 5,164 | $692.5K | 0.70% | +360+7.5% | Added |
| Financial Consulate, Inc | 5,169 | $693.2K | 0.24% | −300−5.5% | Reduced |
| Werba Rubin Papier Wealth Management | 5,170 | $693.3K | 0.29% | +5,170 | New |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 5,175 | $694.0K | 0.00% | 00.0% | Unchanged |
| Investment House LLC | 5,185 | $695.3K | 0.07% | +15+0.3% | Added |
| Tortoise Investment Management, LLC | 5,188 | $695.7K | 0.12% | +10.0% | Added |
| Davidson Investment Advisors | 5,188 | $695.7K | 0.05% | −2,618−33.5% | Reduced |
| Belmont Capital, LLC | 5,204 | $698.0K | 0.75% | 00.0% | Unchanged |
| Humankind Investments LLC | 5,211 | $698.8K | 0.30% | −638−10.9% | Reduced |
| Heartwood Wealth Advisors LLC | 5,217 | $699.6K | 0.11% | −110−2.1% | Reduced |
| Independent Solutions Wealth Management, LLC | 5,217 | $699.6K | 0.21% | +438+9.2% | Added |
| HHM Wealth Advisors, LLC | 5,223 | $700.4K | 0.16% | +569+12.2% | Added |
| Alliance Wealth Management Group | 5,242 | $703.0K | 0.26% | +62+1.2% | Added |
| Wendell David Associates Inc | 5,241 | $703.0K | 0.09% | −150−2.8% | Reduced |
| Two Sigma Securities, LLC | 5,245 | $703.4K | 0.10% | −40,636−88.6% | Reduced |
| TFC Financial Management | 5,249 | $703.9K | 0.20% | −801−13.2% | Reduced |
| Breakwater Capital Group | 5,263 | $705.8K | 0.37% | +5,263 | New |
| Cidel Asset Management Inc | 5,270 | $706.7K | 0.03% | −222−4.0% | Reduced |
| Rede Wealth, LLC | 5,286 | $708.8K | 0.38% | −247−4.5% | Reduced |
| Black Diamond Financial, LLC | 5,303 | $711.1K | 0.26% | +10.0% | Added |
| Tributary Capital Management, LLC | 5,342 | $716.0K | 0.07% | −100−1.8% | Reduced |
| Tanager Wealth Management LLP | 5,342 | $716.4K | 0.19% | +3,342+167.1% | Added |
| Buttonwood Financial Advisors Inc. | 5,343 | $716.4K | 0.60% | −314−5.6% | Reduced |
| High Falls Advisors, Inc | 5,350 | $717.4K | 0.22% | −1,982−27.0% | Reduced |
| Carlson Capital Management | 5,351 | $717.6K | 0.05% | −77−1.4% | Reduced |
| Eagle Strategies LLC | 5,358 | $718.6K | 0.21% | +33+0.6% | Added |
| Avaii Wealth Management, LLC | 5,374 | $720.7K | 0.64% | +205+4.0% | Added |
| Integral Investment Advisors, Inc. | 5,382 | $721.7K | 0.56% | +241+4.7% | Added |
| Perritt Capital Management Inc | 5,400 | $724.1K | 0.41% | −34−0.6% | Reduced |
| Kingfisher Capital LLC | 5,422 | $727.0K | 0.19% | −179−3.2% | Reduced |