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
- 3,628
- +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
- 1,367 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 | 5,103 | $572.1B |
| Q4 2025 | 5,155 | $639.5B |
| Q3 2025 | 4,766 | $618.0B |
| Q2 2025 | 4,753 | $582.4B |
| Q1 2025 | 4,680 | $494.6B |
| Q4 2024 | 4,680 | $490.0B |
| Q3 2024 | 4,216 | $429.4B |
| Q2 2024 | 4,182 | $416.2B |
| Q1 2024 | 4,121 | $414.5B |
| Q4 2023 | 4,002 | $351.8B |
| Q3 2023 | 3,711 | $297.0B |
| Q2 2023 | 3,673 | $297.6B |
| Q1 2023 | 3,613 | $266.3B |
| Q4 2022 | 3,629 | $278.3B |
| Q3 2022 | 3,396 | $212.9B |
| Q2 2022 | 3,428 | $229.3B |
| Q1 2022 | 3,520 | $278.9B |
| Q4 2021 | 3,595 | $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 |
|---|---|---|---|---|---|
| Valicenti Advisory Services Inc | 71,427 | $9.58M | 3.49% | −1,329−1.8% | Reduced |
| Prime Capital Investment Advisors, LLC | 71,316 | $9.56M | 0.36% | −24,135−25.3% | Reduced |
| Tompkins Financial Corp | 71,306 | $9.56M | 1.51% | −1,206−1.7% | Reduced |
| Greenwood Capital Associates LLC | 71,146 | $9.54M | 1.57% | −3,014−4.1% | Reduced |
| JCIC Asset Management Inc. | 70,663 | $9.48M | 4.71% | −2,714−3.7% | Reduced |
| Boston Family Office LLC | 70,623 | $9.47M | 0.79% | +317+0.5% | Added |
| Pettee Investors, Inc. | 70,579 | $9.46M | 4.64% | 00.0% | Unchanged |
| Gyroscope Capital Management Group, LLC | 70,535 | $9.46M | 2.87% | +3,000+4.4% | Added |
| Apollon Wealth Management, LLC | 70,506 | $9.45M | 0.67% | +6,376+9.9% | Added |
| Woodstock Corp | 70,433 | $9.45M | 1.26% | +3,213+4.8% | Added |
| Altrafin AG | 70,121 | $9.40M | 5.51% | +599+0.9% | Added |
| Mount Yale Investment Advisors, LLC | 69,958 | $9.38M | 1.07% | −467−0.7% | Reduced |
| Vestcor Inc | 69,568 | $9.33M | 0.34% | +364+0.5% | Added |
| Griffin Asset Management, Inc. | 69,492 | $9.32M | 1.41% | −1,314−1.9% | Reduced |
| Allied Investment Advisors, LLC | 69,447 | $9.31M | 2.91% | +2,149+3.2% | Added |
| Sowell Financial Services LLC | 69,401 | $9.31M | 0.60% | +7,968+13.0% | Added |
| Northern Oak Wealth Management Inc | 69,204 | $9.28M | 1.33% | −1,730−2.4% | Reduced |
| Freemont Management S.A. | 69,100 | $9.27M | 1.48% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 69,076 | $9.26M | 0.40% | +2,152+3.2% | Added |
| Xcel Wealth Management, LLC | 69,037 | $9.26M | 3.65% | −5,175−7.0% | Reduced |
| Gotham Asset Management, LLC | 68,606 | $9.20M | 0.26% | −86−0.1% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 68,380 | $9.17M | 1.41% | −114−0.2% | Reduced |
| Pettyjohn, Wood & White, Inc | 68,278 | $9.16M | 2.28% | −215−0.3% | Reduced |
| Sumitomo Mitsui Financial Group, Inc. | 68,219 | $9.15M | 0.35% | −1,325−1.9% | Reduced |
| Heritage Trust Co | 68,205 | $9.15M | 1.49% | +646+1.0% | Added |
| Private Advisory Group LLC | 68,107 | $9.13M | 2.00% | +216+0.3% | Added |
| Bernzott Capital Advisors | 68,054 | $9.13M | 1.18% | +3,203+4.9% | Added |
| Artemis Investment Management LLP | 67,702 | $9.13M | 0.10% | +67,702 | New |
| Dorsey & Whitney Trust CO LLC | 67,828 | $9.10M | 0.89% | +1,151+1.7% | Added |
| Integrated Wealth Concepts LLC | 67,699 | $9.08M | 0.25% | −3,543−5.0% | Reduced |
| Ar Asset Management Inc | 67,531 | $9.06M | 2.57% | 00.0% | Unchanged |
| Buffington Mohr McNeal | 67,492 | $9.05M | 2.11% | −471−0.7% | Reduced |
| Invictus Private Wealth, LLC | 67,258 | $9.02M | 1.16% | +67,258 | New |
| Barbara Oil Co. | 67,000 | $8.98M | 4.29% | 00.0% | Unchanged |
| Grand Jean Capital Management Inc | 66,979 | $8.98M | 4.05% | −730−1.1% | Reduced |
| Ashton Thomas Private Wealth, LLC | 66,918 | $8.97M | 0.89% | +1,365+2.1% | Added |
| Visionary Wealth Advisors | 66,818 | $8.96M | 0.83% | −755−1.1% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 66,772 | $8.95M | 1.09% | −12,324−15.6% | Reduced |
| Quantinno Capital Management LP | 66,467 | $8.91M | 0.66% | +36,283+120.2% | Added |
| Country Club Bank | 66,262 | $8.89M | 0.77% | +29,804+81.7% | Added |
| Strategic Global Advisors, LLC | 66,140 | $8.87M | 1.42% | −1,051−1.6% | Reduced |
| Philadelphia Trust Co | 66,107 | $8.87M | 0.95% | +23,530+55.3% | Added |
| Camden Capital, LLC | 65,967 | $8.85M | 1.40% | +60,418+1,088.8% | Added |
| Laurel Wealth Advisors LLC | 65,525 | $8.79M | 2.02% | +1,048+1.6% | Added |
| FourThought Financial Partners, LLC | 65,379 | $8.77M | 1.27% | +65,379 | New |
| Aj Wealth Strategies, LLC | 65,357 | $8.76M | 0.46% | +348+0.5% | Added |
| Motley Fool Asset Management LLC | 65,297 | $8.76M | 0.99% | −2,016−3.0% | Reduced |
| BancorpSouth Bank | 65,209 | $8.74M | 0.81% | +558+0.9% | Added |
| Meiji Yasuda Life Insurance Co | 65,203 | $8.74M | 0.19% | +3,202+5.2% | Added |
| Dynamic Advisor Solutions LLC | 65,157 | $8.74M | 0.60% | −192−0.3% | Reduced |
| Fort Sheridan Advisors LLC | 65,056 | $8.72M | 2.84% | +78+0.1% | Added |
| Savant Capital, LLC | 72,698 | $8.71M | 0.21% | +9,582+15.2% | Added |
| Sara-Bay Financial | 64,939 | $8.71M | 4.90% | −456−0.7% | Reduced |
| Parallax Volatility Advisers, L.P. | 64,906 | $8.70M | 0.23% | +41,744+180.2% | Added |
| Scissortail Wealth Management, LLC | 61,690 | $8.70M | 5.04% | +35,772+138.0% | Added |
| Skylands Capital, LLC | 64,850 | $8.70M | 1.38% | −3,300−4.8% | Reduced |
| Boston Financial Mangement LLC | 64,834 | $8.69M | 0.35% | +4,957+8.3% | Added |
| Pathstone Family Office, LLC | 111,602 | $8.68M | 0.17% | +57,200+105.1% | Added |
| Stokes Family Office, LLC | 64,675 | $8.67M | 1.12% | +4,261+7.1% | Added |
| Graypoint LLC | 64,657 | $8.67M | 1.03% | −3,900−5.7% | Reduced |
| Hyperion Capital Advisors LP | 64,624 | $8.67M | 4.28% | 00.0% | Unchanged |
| Farmers National Bank | 64,619 | $8.67M | 3.09% | −250.0% | Reduced |
| Stratos Wealth Advisors, LLC | 64,372 | $8.63M | 0.72% | +33,504+108.5% | Added |
| Fagan Associates, Inc. | 64,106 | $8.60M | 2.29% | −59−0.1% | Reduced |
| Bridgecreek Investment Management, LLC | 63,990 | $8.58M | 1.92% | +250+0.4% | Added |
| Ropes Wealth Advisors LLC | 63,946 | $8.58M | 1.54% | +2,252+3.7% | Added |
| Pioneer Trust Bank N A | 63,868 | $8.56M | 2.60% | −2,025−3.1% | Reduced |
| Camden National Bank | 63,828 | $8.56M | 1.79% | +2,836+4.6% | Added |
| Hoertkorn Richard Charles | 63,823 | $8.56M | 4.54% | −1,000−1.5% | Reduced |
| Inlet Private Wealth, LLC | 63,653 | $8.54M | 2.26% | +1,693+2.7% | Added |
| Tower Research Capital LLC (TRC) | 63,604 | $8.53M | 0.35% | −243,544−79.3% | Reduced |
| Oak Harvest Investment Services | 63,580 | $8.53M | 2.22% | −2,735−4.1% | Reduced |
| Hills Bank & Trust Co | 63,529 | $8.52M | 1.26% | −882−1.4% | Reduced |
| BKD Wealth Advisors, LLC | 63,309 | $8.49M | 0.30% | +1,389+2.2% | Added |
| Wells Trecaso Financial Group, LLC | 63,227 | $8.48M | 4.23% | +322+0.5% | Added |
| D L Carlson Investment Group Inc | 63,149 | $8.47M | 1.82% | −4,947−7.3% | Reduced |
| Naples Global Advisors, LLC | 63,087 | $8.46M | 1.08% | +2,295+3.8% | Added |
| HighTower Trust Services, LTA | 63,864 | $8.46M | 0.82% | −1,548−2.4% | Reduced |
| International Assets Investment Management, LLC | 1,218,187 | $8.46M | 0.87% | +1,218,187 | New |
| Cypress Asset Management Inc | 62,644 | $8.41M | 3.05% | −1,955−3.0% | Reduced |
| Alerus Financial NA | 62,690 | $8.41M | 0.77% | −627−1.0% | Reduced |
| Journey Advisory Group, LLC | 62,687 | $8.41M | 2.09% | +12,687+25.4% | Added |
| Thoroughbred Financial Services, LLC | 62,672 | $8.40M | 1.37% | +4,222+7.2% | Added |
| Clough Capital Partners L P | 62,500 | $8.38M | 0.85% | +62,500 | New |
| One Capital Management, LLC | 62,385 | $8.37M | 0.45% | −1,035−1.6% | Reduced |
| Moody National Bank Trust Division | 62,015 | $8.32M | 0.72% | −822−1.3% | Reduced |
| Chicago Capital, LLC | 62,010 | $8.32M | 0.46% | −397−0.6% | Reduced |
| Baldwin Brothers Inc | 61,925 | $8.30M | 0.75% | +382+0.6% | Added |
| Cubist Systematic Strategies, LLC | 61,800 | $8.29M | 0.07% | −245,167−79.9% | Reduced |
| Venator Management LLC | 61,775 | $8.28M | 3.77% | +1,042+1.7% | Added |
| North Star Asset Management Inc | 61,632 | $8.26M | 0.51% | +3,838+6.6% | Added |
| Carmel Capital Management L.L.C. | 61,573 | $8.26M | 5.09% | +650+1.1% | Added |
| Security Asset Management | 61,562 | $8.26M | 4.58% | +2,126+3.6% | Added |
| Buckingham Strategic Wealth, LLC | 61,215 | $8.21M | 0.15% | −965−1.6% | Reduced |
| Profund Advisors LLC | 60,840 | $8.16M | 0.53% | +3,086+5.3% | Added |
| Plimoth Trust Co LLC | 60,821 | $8.16M | 2.63% | −1,903−3.0% | Reduced |
| Fulton Bank, N.A. | 60,631 | $8.13M | 0.46% | +3,314+5.8% | Added |
| Old Second National Bank of Aurora | 60,538 | $8.12M | 2.40% | −1,084−1.8% | Reduced |
| Mark Stevens | 60,305 | $8.09M | 1.06% | −1,676−2.7% | Reduced |
| Edgar Lomax Co | 60,280 | $8.08M | 0.49% | −565−0.9% | Reduced |