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 |
|---|---|---|---|---|---|
| XML Financial, LLC | 60,211 | $8.07M | 1.01% | +1,170+2.0% | Added |
| Sigma Investment Counselors Inc | 60,171 | $8.07M | 0.66% | −1,624−2.6% | Reduced |
| Zuckerman Investment Group, LLC | 60,106 | $8.06M | 1.27% | +914+1.5% | Added |
| Citizens Business Bank | 60,092 | $8.06M | 1.84% | −166−0.3% | Reduced |
| Stoneridge Investment Partners LLC | 60,045 | $8.05M | 4.44% | −12,967−17.8% | Reduced |
| Live Oak Private Wealth LLC | 60,009 | $8.05M | 1.66% | +878+1.5% | Added |
| Nwi Management LP | 60,000 | $8.05M | 1.88% | 00.0% | Unchanged |
| Strategic Wealth Designers | 58,636 | $8.01M | 1.85% | +7,453+14.6% | Added |
| Ballentine Partners, LLC | 59,704 | $8.01M | 0.24% | +7,775+15.0% | Added |
| Stolper Co | 59,660 | $8.00M | 3.51% | +1,875+3.2% | Added |
| Walter & Keenan Financial Consulting Co | 59,625 | $8.00M | 3.14% | +63+0.1% | Added |
| Royal Fund Management, LLC | 59,542 | $7.98M | 1.31% | +1,016+1.7% | Added |
| Fulcrum Capital LLC | 59,536 | $7.98M | 2.31% | +417+0.7% | Added |
| Cary Street Partner Investment Advisory LLC | 59,456 | $7.97M | 0.59% | −1,305−2.1% | Reduced |
| Bank of Hawaii | 59,309 | $7.95M | 0.49% | +311+0.5% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 59,266 | $7.95M | 0.05% | −279,874−82.5% | Reduced |
| Sarasin & Partners LLP | 59,145 | $7.93M | 0.10% | −2,916−4.7% | Reduced |
| Douglass Winthrop Advisors, LLC | 58,991 | $7.91M | 0.22% | −3,794−6.0% | Reduced |
| Lynch & Associates | 58,964 | $7.91M | 2.07% | +576+1.0% | Added |
| Sumitomo Life Insurance Co | 58,881 | $7.90M | 0.58% | −560−0.9% | Reduced |
| Gifford Fong Associates | 58,800 | $7.88M | 1.81% | 00.0% | Unchanged |
| Power Corp of Canada | 58,785 | $7.88M | 1.42% | 00.0% | Unchanged |
| Bard Financial Services, Inc. | 58,765 | $7.88M | 0.67% | −250−0.4% | Reduced |
| Burney Co | 58,695 | $7.87M | 0.40% | +35,174+149.5% | Added |
| Perennial Advisors, LLC | 58,637 | $7.86M | 2.50% | −1,873−3.1% | Reduced |
| Hartford Financial Management Inc. | 58,607 | $7.86M | 2.08% | −1,991−3.3% | Reduced |
| Gladstone Institutional Advisory LLC | 58,285 | $7.82M | 0.55% | −3,001−4.9% | Reduced |
| Barometer Capital Management Inc. | 58,638 | $7.81M | 2.30% | +58,638 | New |
| Boyar Asset Management Inc. | 58,186 | $7.80M | 6.36% | −1,967−3.3% | Reduced |
| Signaturefd, LLC | 58,099 | $7.79M | 0.23% | +4,678+8.8% | Added |
| Stamos Capital Partners, L.P. | 57,930 | $7.77M | 2.46% | −34,990−37.7% | Reduced |
| Toroso Investments, LLC | 57,837 | $7.76M | 0.30% | +9,986+20.9% | Added |
| Arrow Financial Corp | 57,521 | $7.71M | 1.05% | −140−0.2% | Reduced |
| Apriem Advisors | 57,450 | $7.70M | 1.34% | +95+0.2% | Added |
| Rocky Mountain Advisers, LLC | 57,440 | $7.70M | 4.27% | −76−0.1% | Reduced |
| Miracle Mile Advisors, LLC | 57,341 | $7.69M | 0.26% | +3,244+6.0% | Added |
| Paradiem, LLC | 57,266 | $7.68M | 2.84% | 00.0% | Unchanged |
| Harvey Capital Management Inc | 57,252 | $7.68M | 3.22% | −600−1.0% | Reduced |
| Cutler Group LP | 57,211 | $7.67M | 0.94% | −18,067−24.0% | Reduced |
| Princeton Global Asset Management LLC | 57,196 | $7.67M | 2.48% | −484−0.8% | Reduced |
| Cyrus J. Lawrence, LLC | 57,134 | $7.66M | 2.29% | −354−0.6% | Reduced |
| Mengis Capital Management, Inc. | 57,073 | $7.65M | 1.67% | −42−0.1% | Reduced |
| Family Capital Trust Co | 56,950 | $7.64M | 3.10% | −67−0.1% | Reduced |
| Independent Investors Inc | 56,949 | $7.64M | 2.13% | −2,200−3.7% | Reduced |
| Dorchester Wealth Management Co | 56,885 | $7.63M | 1.81% | −8,218−12.6% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 56,738 | $7.61M | 0.09% | −829−1.4% | Reduced |
| First Western Trust Bank | 56,628 | $7.59M | 0.44% | +1,753+3.2% | Added |
| St Germain D J Co Inc | 260,594 | $7.57M | 2.54% | +60,326+30.1% | Added |
| Mirador Capital Partners LP | 56,253 | $7.54M | 1.78% | −530−0.9% | Reduced |
| Boyer & Corporon Wealth Management, LLC | 55,977 | $7.51M | 2.47% | +280+0.5% | Added |
| Martin Capital Partners, LLC | 55,975 | $7.51M | 3.10% | +348+0.6% | Added |
| Fundamentun, LLC | 55,861 | $7.49M | 1.34% | +542+1.0% | Added |
| Autus Asset Management, LLC | 55,622 | $7.46M | 1.34% | −180−0.3% | Reduced |
| Veriti Management LLC | 55,581 | $7.45M | 0.99% | +3,812+7.4% | Added |
| Rench Wealth Management, Inc. | 55,542 | $7.45M | 3.79% | +597+1.1% | Added |
| Wealth Advisory Solutions, LLC | 55,523 | $7.45M | 2.00% | +508+0.9% | Added |
| Pine Ridge Advisers LLC | 55,500 | $7.44M | 1.97% | 00.0% | Unchanged |
| M&R Capital Management Inc | 55,469 | $7.44M | 2.05% | +107+0.2% | Added |
| AMG National Trust Bank | 55,238 | $7.41M | 0.27% | −13,715−19.9% | Reduced |
| McGinn Investment Management, Inc. | 55,153 | $7.40M | 5.32% | −580−1.0% | Reduced |
| Sompo Asset Management Co., Ltd. | 55,140 | $7.39M | 1.69% | +1,030+1.9% | Added |
| Ballast Advisors LLC | 55,115 | $7.39M | 3.24% | +1,506+2.8% | Added |
| Pittenger & Anderson Inc | 55,043 | $7.38M | 0.41% | +1,781+3.3% | Added |
| Wright Investors Service Inc | 54,863 | $7.36M | 2.11% | +6,872+14.3% | Added |
| Radnor Capital Management, LLC | 54,805 | $7.35M | 1.80% | +865+1.6% | Added |
| Geneos Wealth Management Inc. | 54,794 | $7.35M | 0.45% | −7,886−12.6% | Reduced |
| Compass Wealth Management LLC | 54,747 | $7.34M | 2.41% | +54,747 | New |
| First Hawaiian Bank | 54,579 | $7.32M | 0.26% | +1,685+3.2% | Added |
| Next Level Private LLC | 53,218 | $7.31M | 5.38% | +660+1.3% | Added |
| Bray Capital Advisors | 54,412 | $7.30M | 2.27% | −1,390−2.5% | Reduced |
| Investment Management of Virginia LLC | 54,399 | $7.29M | 1.43% | −168−0.3% | Reduced |
| Nations Financial Group Inc, | 54,386 | $7.29M | 0.82% | +34,262+170.3% | Added |
| Saber Capital Managment, LLC | 54,308 | $7.28M | 7.96% | +92+0.2% | Added |
| Private Advisor Group, LLC | 301,802 | $7.28M | 0.37% | +856+0.3% | Added |
| Capstone Financial Advisors, Inc. | 54,145 | $7.26M | 0.61% | +300+0.6% | Added |
| Cutler Investment Counsel LLC | 54,081 | $7.25M | 1.11% | −2,277−4.0% | Reduced |
| EULAV Asset Management | 54,025 | $7.24M | 0.31% | −20,975−28.0% | Reduced |
| Cardinal Capital Management | 53,928 | $7.23M | 1.54% | +399+0.7% | Added |
| Terry L. Blaker | 53,915 | $7.23M | 0.66% | −5,457−9.2% | Reduced |
| Pacific Global Investment Management CO | 53,808 | $7.22M | 1.60% | +500+0.9% | Added |
| Vestor Capital, LLC | 53,739 | $7.21M | 0.87% | −1,428−2.6% | Reduced |
| Lakeview Capital Partners, LLC | 51,763 | $7.20M | 2.30% | −573−1.1% | Reduced |
| Merit Financial Group, LLC | 53,682 | $7.20M | 0.26% | +5,978+12.5% | Added |
| Semmax Financial Advisors Inc. | 50,725 | $7.19M | 2.87% | +248+0.5% | Added |
| Sabadell Asset Management, S.A S.G.I.I.C | 51,480 | $7.19M | 1.49% | +40,266+359.1% | Added |
| FDx Advisors, Inc. | 53,587 | $7.19M | 0.31% | +3,169+6.3% | Added |
| EagleClaw Capital Managment, LLC | 53,512 | $7.18M | 1.74% | +1,340+2.6% | Added |
| River Wealth Advisors LLC | 53,410 | $7.16M | 1.38% | −816−1.5% | Reduced |
| Harrell Investment Partners, LLC | 52,958 | $7.10M | 2.79% | +2,414+4.8% | Added |
| Hennion & Walsh Asset Management, Inc. | 52,941 | $7.10M | 0.44% | −7,108−11.8% | Reduced |
| HGK Asset Management Inc | 52,934 | $7.10M | 2.42% | +225+0.4% | Added |
| Redmond Asset Management, LLC | 52,865 | $7.09M | 2.55% | −369−0.7% | Reduced |
| Money Concepts Capital Corp | 52,791 | $7.08M | 0.32% | +24,688+87.8% | Added |
| KG&L Capital Management,LLC | 52,708 | $7.07M | 4.09% | −2,844−5.1% | Reduced |
| Quantitative Investment Management, LLC | 52,675 | $7.06M | 1.34% | +39,179+290.3% | Added |
| WealthPLAN Partners, LLC | 49,321 | $7.06M | 0.49% | +49,321 | New |
| PFG Advisors | 52,630 | $7.06M | 0.69% | +5,289+11.2% | Added |
| Cyndeo Wealth Partners, LLC | 52,528 | $7.04M | 0.83% | +52,528 | New |
| Clear Harbor Asset Management, LLC | 52,523 | $7.04M | 0.88% | +249+0.5% | Added |
| Windward Capital Management Co | 52,524 | $7.04M | 0.76% | −297−0.6% | Reduced |