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; 5,158 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 | 5,158 | $643.7B |
| Q1 2026 | 5,103 | $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 | 4,680 | $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 | 3,710 | $297.0B |
| Q2 2023 | 3,672 | $297.6B |
| Q1 2023 | 3,612 | $266.3B |
| Q4 2022 | 3,628 | $278.3B |
| Q3 2022 | 3,395 | $212.9B |
| Q2 2022 | 3,427 | $229.3B |
| Q1 2022 | 3,519 | $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 |
|---|---|---|---|---|---|
| Paradigm Asset Management Co LLC | 44,091 | $5.91M | 1.66% | +800+1.8% | Added |
| Cohen Lawrence B | 44,053 | $5.91M | 3.09% | +12,414+39.2% | Added |
| Traynor Capital Management, Inc. | 43,819 | $5.88M | 1.03% | −1,306−2.9% | Reduced |
| Chiron Investment Management, LLC | 43,769 | $5.87M | 1.38% | +43,769 | New |
| Arjuna Capital | 43,671 | $5.86M | 2.70% | +1,166+2.7% | Added |
| Schechter Investment Advisors, LLC | 43,570 | $5.84M | 0.53% | +1,215+2.9% | Added |
| David Loasby | 41,834 | $5.84M | 0.77% | +1,885+4.7% | Added |
| Western Wealth Management, LLC | 43,418 | $5.82M | 0.60% | −22,984−34.6% | Reduced |
| Guyasuta Investment Advisors Inc | 43,402 | $5.82M | 0.46% | −1,271−2.8% | Reduced |
| LeJeune Puetz Investment Counsel LLC | 43,312 | $5.81M | 2.17% | +290+0.7% | Added |
| Private Trust Co NA | 43,254 | $5.80M | 0.86% | −2,217−4.9% | Reduced |
| Buckingham Capital Management, Inc. | 43,136 | $5.78M | 1.01% | −4,336−9.1% | Reduced |
| Flagship Harbor Advisors, LLC | 43,130 | $5.78M | 0.59% | +11,758+37.5% | Added |
| Abbrea Capital, LLC | 43,013 | $5.77M | 1.04% | +815+1.9% | Added |
| City Holding Co | 42,974 | $5.76M | 1.08% | +50+0.1% | Added |
| Boyd Watterson Asset Management LLC | 42,819 | $5.74M | 2.37% | +210.0% | Added |
| DCM Advisors, LLC | 42,804 | $5.74M | 2.78% | +15,959+59.4% | Added |
| Arkadios Wealth Advisors | 42,766 | $5.73M | 0.76% | +3,968+10.2% | Added |
| John G Ullman & Associates Inc | 42,710 | $5.73M | 0.91% | +459+1.1% | Added |
| Concentric Wealth Management, LLC | 42,680 | $5.72M | 1.96% | −50.0% | Reduced |
| Berkshire Bank | 42,608 | $5.71M | 1.75% | −4,143−8.9% | Reduced |
| Asset Dedication, LLC | 42,597 | $5.70M | 0.58% | +3,487+8.9% | Added |
| Ritholtz Wealth Management | 42,391 | $5.68M | 0.32% | −19,709−31.7% | Reduced |
| Martingale Asset Management L P | 42,389 | $5.68M | 0.11% | −50,096−54.2% | Reduced |
| Joel Isaacson & Co., LLC | 42,363 | $5.68M | 0.44% | +1,436+3.5% | Added |
| NewSquare Capital LLC | 42,256 | $5.67M | 0.71% | +2,533+6.4% | Added |
| Argyle Capital Management Inc. | 42,227 | $5.66M | 1.95% | 00.0% | Unchanged |
| Howland Capital Management LLC | 42,173 | $5.66M | 0.35% | −50.0% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 42,104 | $5.65M | 0.85% | +3,555+9.2% | Added |
| Somerset Trust Co | 41,792 | $5.60M | 2.35% | −40.0% | Reduced |
| First Nebraska Trust Co | 41,743 | $5.60M | 0.73% | −593−1.4% | Reduced |
| Wealthcare Advisory Partners LLC | 41,667 | $5.59M | 0.27% | +110+0.3% | Added |
| Ameritas Advisory Services, LLC | 41,627 | $5.58M | 0.26% | +10,289+32.8% | Added |
| Wilson Asset Management (International) Pty Ltd | 41,597 | $5.58M | 1.69% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 41,626 | $5.57M | 0.64% | +551+1.3% | Added |
| GFS Advisors, LLC | 41,511 | $5.57M | 1.25% | −448−1.1% | Reduced |
| Mandatum Life Insurance Co Ltd | 41,502 | $5.57M | 1.69% | +1,502+3.8% | Added |
| Strategic Wealth Partners, Ltd. | 41,489 | $5.56M | 1.03% | +3,679+9.7% | Added |
| DoubleLine ETF Adviser LP | 41,365 | $5.55M | 2.85% | +41,365 | New |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 41,320 | $5.54M | 4.29% | 00.0% | Unchanged |
| Bristlecone Advisors, LLC | 41,290 | $5.54M | 0.68% | −177−0.4% | Reduced |
| Laurel Wealth Advisors, Inc. | 41,728 | $5.53M | 0.55% | −1,360−3.2% | Reduced |
| Avantax Planning Partners, Inc. | 41,216 | $5.53M | 0.22% | −685−1.6% | Reduced |
| Lincoln Capital Corp | 41,038 | $5.50M | 3.37% | +346+0.9% | Added |
| RBF Capital, LLC | 41,000 | $5.50M | 0.41% | −5,000−10.9% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 40,939 | $5.49M | 1.82% | −9,140−18.3% | Reduced |
| Van Strum & Towne Inc. | 40,890 | $5.48M | 2.36% | −405−1.0% | Reduced |
| Monticello Wealth Management, LLC | 40,847 | $5.48M | 0.59% | +177+0.4% | Added |
| Mitchell Capital Management Co | 40,819 | $5.47M | 1.51% | −883−2.1% | Reduced |
| Bowen Hanes & Co Inc | 40,764 | $5.47M | 0.19% | −205,556−83.5% | Reduced |
| Compton Capital Management Inc | 40,764 | $5.47M | 3.94% | −4,225−9.4% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 40,743 | $5.46M | 1.78% | +579+1.4% | Added |
| Nelson Capital Management, LLC | 40,704 | $5.46M | 1.60% | −4,347−9.6% | Reduced |
| Ameritas Investment Partners, Inc. | 39,845 | $5.46M | 0.22% | −509−1.3% | Reduced |
| Wealthspire Advisors, LLC | 40,651 | $5.45M | 0.10% | +6,510+19.1% | Added |
| Peloton Wealth Strategists | 40,561 | $5.44M | 2.62% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 40,553 | $5.44M | 1.47% | +39+0.1% | Added |
| Opus Investment Management Inc | 40,350 | $5.41M | 1.93% | 00.0% | Unchanged |
| Shepherd Financial Partners LLC | 40,331 | $5.41M | 0.98% | +369+0.9% | Added |
| Arden Trust Co | 40,315 | $5.41M | 1.10% | +2,124+5.6% | Added |
| Unison Asset Management LLC | 40,212 | $5.39M | 4.47% | +133+0.3% | Added |
| Hedeker Wealth, LLC | 40,064 | $5.37M | 2.01% | −69−0.2% | Reduced |
| Waycross Partners, LLC | 40,060 | $5.37M | 1.95% | +25,458+174.3% | Added |
| Hohimer Wealth Management, LLC | 40,041 | $5.37M | 1.71% | −2,087−5.0% | Reduced |
| Ninety One SA (PTY) Ltd | 40,412 | $5.37M | 1.74% | −654−1.6% | Reduced |
| United Fire Group Inc | 40,000 | $5.36M | 3.17% | 00.0% | Unchanged |
| tru Independence LLC | 39,937 | $5.36M | 1.74% | +565+1.4% | Added |
| Trustcore Financial Services, LLC | 39,913 | $5.35M | 0.47% | +1,561+4.1% | Added |
| DT Investment Partners, LLC | 39,873 | $5.35M | 0.70% | −460−1.1% | Reduced |
| M Holdings Securities, Inc. | 39,874 | $5.35M | 0.56% | −25−0.1% | Reduced |
| Quadrant Capital Group LLC | 39,835 | $5.34M | 0.61% | +1,991+5.3% | Added |
| Harbour Investments, Inc. | 39,694 | $5.32M | 0.32% | +2,863+7.8% | Added |
| Source Financial Advisors LLC | 39,683 | $5.32M | 2.00% | +1,849+4.9% | Added |
| Patton Albertson Miller Group, LLC | 39,629 | $5.31M | 0.98% | −2,544−6.0% | Reduced |
| Chronos Wealth Management, LLC | 39,603 | $5.31M | 4.19% | −190−0.5% | Reduced |
| Spire Wealth Management | 39,596 | $5.31M | 0.30% | +6,983+21.4% | Added |
| Confluence Wealth Services, Inc. | 39,494 | $5.30M | 1.38% | +1,061+2.8% | Added |
| Capital Analysts, LLC | 39,492 | $5.30M | 0.32% | +1,338+3.5% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 39,492 | $5.30M | 0.40% | +2,017+5.4% | Added |
| Stone Point Wealth LLC | 39,476 | $5.29M | 2.60% | +3,020+8.3% | Added |
| White Pine Investment CO | 39,372 | $5.28M | 2.01% | −223−0.6% | Reduced |
| Fusion Capital, LLC | 39,273 | $5.27M | 3.10% | +1,100+2.9% | Added |
| Hallmark Capital Management Inc | 39,177 | $5.25M | 0.49% | −5,377−12.1% | Reduced |
| Oxford Financial Group Ltd | 38,857 | $5.21M | 0.61% | −1,221−3.0% | Reduced |
| New Hampshire Trust | 38,841 | $5.21M | 1.38% | +38,841 | New |
| Clarius Group, LLC | 38,830 | $5.21M | 0.47% | +821+2.2% | Added |
| Chicago Trust Co NA | 38,593 | $5.17M | 1.29% | −3,213−7.7% | Reduced |
| TRUE Private Wealth Advisors | 38,550 | $5.17M | 0.80% | +1,230+3.3% | Added |
| Picton Mahoney Asset Management | 38,495 | $5.16M | 0.27% | +38,495 | New |
| Burleson & Company, LLC | 38,496 | $5.16M | 1.29% | −3,365−8.0% | Reduced |
| Checchi Capital Advisers, LLC | 38,474 | $5.16M | 0.54% | +936+2.5% | Added |
| Alpha DNA Investment Management LLC | 38,454 | $5.16M | 2.74% | +16,777+77.4% | Added |
| Zions Bancorporation, N.A. | 38,419 | $5.15M | 0.41% | +9,583+33.2% | Added |
| Stillwater Investment Management, LLC | 38,402 | $5.15M | 1.46% | +300+0.8% | Added |
| BerganKDV Wealth Management, LLC | 38,394 | $5.15M | 0.56% | +2,399+6.7% | Added |
| Magnus Financial Group LLC | 38,313 | $5.14M | 0.84% | −112−0.3% | Reduced |
| Advanced Asset Management Advisors Inc | 38,297 | $5.14M | 1.29% | +20.0% | Added |
| Werlinich Asset Management, LLC | 38,265 | $5.13M | 4.75% | +200+0.5% | Added |
| Kavar Capital Partners Group, LLC | 38,261 | $5.13M | 1.18% | +1,438+3.9% | Added |
| Mechanics Bank Trust Department | 38,197 | $5.12M | 0.89% | −813−2.1% | Reduced |