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 |
|---|---|---|---|---|---|
| First Interstate Bank | 52,458 | $7.04M | 0.52% | −2,059−3.8% | Reduced |
| WealthPlan Investment Management, LLC | 49,321 | $7.03M | 0.49% | −6,152−11.1% | Reduced |
| Red Door Wealth Management, LLC | 52,270 | $7.01M | 2.30% | +3,197+6.5% | Added |
| Marietta Wealth Management, LLC | 52,140 | $6.99M | 1.58% | +5,785+12.5% | Added |
| Stony Point Wealth Management Inc. | 51,803 | $6.95M | 3.84% | +4,555+9.6% | Added |
| American Trust | 51,590 | $6.92M | 0.64% | −477−0.9% | Reduced |
| Davis-Rea Ltd. | 65,176 | $6.90M | 4.32% | −890−1.3% | Reduced |
| Foster & Motley Inc | 51,431 | $6.90M | 0.59% | −920−1.8% | Reduced |
| Meritage Portfolio Management | 51,427 | $6.90M | 0.54% | +10,510+25.7% | Added |
| Bridge Creek Capital Management LLC | 51,355 | $6.89M | 2.69% | +240+0.5% | Added |
| Harbor Investment Advisory, LLC | 51,167 | $6.86M | 1.07% | −1,574−3.0% | Reduced |
| Orion Portfolio Solutions, LLC | 51,160 | $6.86M | 0.24% | +12,244+31.5% | Added |
| American Money Management, LLC | 51,087 | $6.85M | 1.95% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 50,886 | $6.82M | 0.74% | −439−0.9% | Reduced |
| Gibraltar Capital Management, Inc. | 50,855 | $6.82M | 3.23% | +144+0.3% | Added |
| Baker Ellis Asset Management LLC | 50,853 | $6.82M | 1.32% | +2,510+5.2% | Added |
| Avitas Wealth Management LLC | 50,737 | $6.80M | 1.44% | −245−0.5% | Reduced |
| Schulhoff & Co Inc | 50,584 | $6.78M | 3.12% | −635−1.2% | Reduced |
| B & T Capital Management DBA Alpha Capital Management | 50,560 | $6.78M | 1.70% | −80.0% | Reduced |
| Vident Investment Advisory, LLC | 50,549 | $6.78M | 0.26% | +1,533+3.1% | Added |
| QV Investors Inc. | 50,460 | $6.77M | 0.65% | +9,460+23.1% | Added |
| IHT Wealth Management, LLC | 50,395 | $6.76M | 0.43% | +42+0.1% | Added |
| Bangor Savings Bank | 50,389 | $6.76M | 0.81% | −4,714−8.6% | Reduced |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 50,437 | $6.74M | 1.57% | −15,400−23.4% | Reduced |
| Aviance Capital Partners, LLC | 50,206 | $6.73M | 1.57% | +859+1.7% | Added |
| EFG Asset Management (Americas) Corp. | 50,191 | $6.73M | 1.67% | −1,429−2.8% | Reduced |
| McRae Capital Management Inc | 50,141 | $6.72M | 1.97% | −375−0.7% | Reduced |
| Garland Capital Management Inc | 50,070 | $6.71M | 4.38% | +1,600+3.3% | Added |
| Brave Asset Management Inc | 50,009 | $6.71M | 2.28% | +703+1.4% | Added |
| Frisch Financial Group, Inc. | 49,962 | $6.70M | 2.51% | +1,224+2.5% | Added |
| Smithbridge Asset Management Inc | 49,841 | $6.68M | 1.78% | +3,195+6.8% | Added |
| Baldwin Investment Management, LLC | 49,817 | $6.68M | 1.21% | +446+0.9% | Added |
| Shorepoint Capital Partners LLC | 49,741 | $6.67M | 1.85% | +3,874+8.4% | Added |
| Sargent Bickham Lagudis LLC | 49,630 | $6.66M | 0.55% | −116−0.2% | Reduced |
| Whalerock Point Partners, LLC | 49,629 | $6.66M | 2.71% | +1,352+2.8% | Added |
| Covington Investment Advisors Inc. | 49,493 | $6.64M | 1.59% | −1,952−3.8% | Reduced |
| Institutional & Family Asset Management, LLC | 49,335 | $6.62M | 1.11% | −403−0.8% | Reduced |
| Procyon Private Wealth Partners, LLC | 49,285 | $6.61M | 1.21% | +10,493+27.0% | Added |
| GDS Wealth Management | 49,196 | $6.60M | 1.26% | +291+0.6% | Added |
| Wintrust Investments LLC | 49,137 | $6.59M | 0.86% | +1,336+2.8% | Added |
| Pacer Advisors, Inc. | 48,904 | $6.56M | 0.03% | +42,925+717.9% | Added |
| DuPont Capital Management Corp | 48,886 | $6.56M | 0.31% | +13,179+36.9% | Added |
| Goelzer Investment Management, Inc. | 48,876 | $6.55M | 0.56% | −442−0.9% | Reduced |
| Adalta Capital Management LLC | 48,599 | $6.52M | 4.60% | 00.0% | Unchanged |
| Roundview Capital LLC | 48,582 | $6.51M | 0.74% | −1,950−3.9% | Reduced |
| Elk River Wealth Management, LLC | 48,580 | $6.51M | 1.58% | −168−0.3% | Reduced |
| Commonwealth Retirement Investments LLC | 48,578 | $6.51M | 3.95% | +48,578 | New |
| Kinneret Advisory, LLC | 48,570 | $6.51M | 0.86% | +9,138+23.2% | Added |
| Global Retirement Partners, LLC | 48,524 | $6.51M | 0.45% | +3,275+7.2% | Added |
| Summit Global Investments | 48,295 | $6.48M | 0.55% | +9,325+23.9% | Added |
| Soltis Investment Advisors LLC | 48,132 | $6.45M | 0.85% | +7,767+19.2% | Added |
| Meridian Wealth Advisors, LLC | 47,994 | $6.44M | 1.66% | +3,160+7.0% | Added |
| Exchange Traded Concepts, LLC | 47,992 | $6.44M | 0.18% | −1,814−3.6% | Reduced |
| Wittenberg Investment Management, Inc. | 47,957 | $6.43M | 2.62% | −225−0.5% | Reduced |
| Tokio Marine Asset Management Co Ltd | 47,880 | $6.42M | 0.50% | +4,802+11.1% | Added |
| McKinley Capital Management LLC /Delaware | 47,670 | $6.39M | 0.86% | 00.0% | Unchanged |
| Dana Investment Advisors, Inc. | 47,407 | $6.36M | 0.33% | −2,585−5.2% | Reduced |
| Community Bank & Trust, Waco, Texas | 47,273 | $6.34M | 2.07% | +920+2.0% | Added |
| Financial Partners Group, LLC | 47,258 | $6.34M | 3.74% | +47,258 | New |
| Cornerstone Wealth Group, LLC | 47,249 | $6.34M | 1.20% | +1,935+4.3% | Added |
| Harbour Capital Advisors, LLC | 46,855 | $6.33M | 2.13% | −1,458−3.0% | Reduced |
| Souders Financial Advisors | 47,189 | $6.33M | 1.45% | +619+1.3% | Added |
| Ami Investment Management Inc | 47,011 | $6.30M | 3.26% | −3,244−6.5% | Reduced |
| LMR Partners LLP | 46,978 | $6.30M | 0.15% | +46,978 | New |
| Wellington Shields & Co., LLC | 46,858 | $6.28M | 1.43% | −982−2.1% | Reduced |
| Ascent Wealth Partners, LLC | 46,842 | $6.28M | 1.35% | −509−1.1% | Reduced |
| Equitable Trust Co | 46,748 | $6.27M | 0.49% | +11,937+34.3% | Added |
| Brown Miller Wealth Management, LLC | 46,714 | $6.26M | 3.96% | +648+1.4% | Added |
| Asset Planning Services Inc | 46,632 | $6.25M | 3.96% | +100+0.2% | Added |
| Meeder Advisory Services, Inc. | 46,566 | $6.24M | 0.79% | +46,566 | New |
| LVW Advisors, LLC | 46,512 | $6.24M | 1.31% | +837+1.8% | Added |
| Beacon Financial Group | 46,135 | $6.23M | 0.85% | −1,280−2.7% | Reduced |
| Citizens National Bank Trust Department | 46,298 | $6.21M | 1.75% | −1,155−2.4% | Reduced |
| Gamble Jones Investment Counsel | 46,291 | $6.21M | 0.47% | +377+0.8% | Added |
| Nomura Holdings Inc | 47,013 | $6.20M | 0.06% | +13,245+39.2% | Added |
| Jacobi Capital Management LLC | 46,138 | $6.19M | 0.77% | +664+1.5% | Added |
| McDonald Partners LLC | 46,100 | $6.18M | 2.11% | +4,397+10.5% | Added |
| Davy Global Fund Management Ltd | 45,978 | $6.17M | 1.26% | −544−1.2% | Reduced |
| Duncker Streett & Co Inc | 45,937 | $6.16M | 1.49% | +10,010+27.9% | Added |
| Parthenon LLC | 45,811 | $6.14M | 1.01% | −350−0.8% | Reduced |
| WESPAC Advisors SoCal, LLC | 45,613 | $6.12M | 2.27% | +344+0.8% | Added |
| Patient Capital Management, LLC | 45,500 | $6.10M | 2.99% | +1,050+2.4% | Added |
| SevenBridge Financial Group, LLC | 45,465 | $6.10M | 1.78% | +1,174+2.7% | Added |
| Highlander Partners, L.P. | 45,400 | $6.09M | 8.25% | 00.0% | Unchanged |
| Ipswich Investment Management Co., Inc. | 45,362 | $6.08M | 1.74% | −1,675−3.6% | Reduced |
| Alpha Omega Wealth Management LLC | 45,344 | $6.08M | 1.08% | +26+0.1% | Added |
| Granite Investment Partners, LLC | 45,223 | $6.06M | 0.25% | +2,974+7.0% | Added |
| Stokes Capital Advisors, LLC | 45,222 | $6.06M | 2.09% | +95+0.2% | Added |
| Interval Partners, LP | 45,206 | $6.06M | 0.49% | −250,175−84.7% | Reduced |
| Northwest Bancshares, Inc. | 45,200 | $6.06M | 1.22% | +3,023+7.2% | Added |
| Canal Capital Management, LLC | 45,182 | $6.06M | 1.47% | +1,628+3.7% | Added |
| Principal Street Partners, LLC | 45,068 | $6.04M | 1.52% | −650−1.4% | Reduced |
| Intrust Bank NA | 44,916 | $6.02M | 0.84% | +3,112+7.4% | Added |
| BDO Wealth Advisors, LLC | 44,882 | $6.02M | 0.75% | +814+1.8% | Added |
| American National Bank | 44,839 | $6.01M | 1.23% | +737+1.7% | Added |
| Selway Asset Management | 44,797 | $6.01M | 3.18% | +1,000+2.3% | Added |
| Bradley & Co. Private Wealth Management, LLC | 44,616 | $5.98M | 7.29% | +1,177+2.7% | Added |
| Strategic Advisors LLC | 44,584 | $5.98M | 1.33% | −201−0.4% | Reduced |
| Premier Fund Managers Ltd | 44,578 | $5.94M | 0.23% | +40,606+1,022.3% | Added |
| Farmers & Merchants Trust Co of Long Beach | 44,250 | $5.93M | 1.67% | −1,378−3.0% | Reduced |