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 |
|---|---|---|---|---|---|
| Legacy Financial Advisors, Inc. | 38,177 | $5.12M | 1.10% | +1,881+5.2% | Added |
| R.m.sincerbeaux Capital Management LLC | 37,890 | $5.08M | 3.61% | 00.0% | Unchanged |
| Sandhill Capital Partners LLC | 37,843 | $5.07M | 0.54% | −696−1.8% | Reduced |
| Arete Wealth Advisors, LLC | 37,838 | $5.07M | 0.45% | +1,442+4.0% | Added |
| Excalibur Management Corp | 37,826 | $5.07M | 2.65% | +140.0% | Added |
| Founders Capital Management | 37,821 | $5.07M | 3.81% | +67+0.2% | Added |
| Roberts Wealth Advisors, LLC | 37,536 | $5.07M | 2.45% | +1,055+2.9% | Added |
| Harbor Advisory Corp | 37,665 | $5.05M | 2.06% | −5,113−12.0% | Reduced |
| Knights of Columbus Asset Advisors LLC | 37,571 | $5.04M | 0.52% | −998−2.6% | Reduced |
| Claro Advisors LLC | 37,557 | $5.04M | 1.65% | +8,150+27.7% | Added |
| MSD Partners, L.P. | 37,500 | $5.03M | 0.58% | 00.0% | Unchanged |
| ARGI Investment Services, LLC | 37,370 | $5.01M | 0.16% | +1,434+4.0% | Added |
| Sawtooth Solutions, LLC | 37,207 | $4.99M | 0.68% | +3,513+10.4% | Added |
| Hilltop Holdings Inc. | 37,091 | $4.97M | 0.65% | +8,893+31.5% | Added |
| Legacy Trust | 36,932 | $4.95M | 1.53% | +36,932 | New |
| Schmidt P J Investment Management Inc | 36,865 | $4.94M | 1.12% | −65−0.2% | Reduced |
| Systematic Alpha Investments, LLC | 36,804 | $4.94M | 0.25% | 00.0% | Unchanged |
| Charles Carroll Financial Partners, LLC | 36,795 | $4.93M | 7.63% | −1,930−5.0% | Reduced |
| Horan Capital Advisors, LLC. | 36,775 | $4.93M | 2.16% | −987−2.6% | Reduced |
| Weil Company, Inc. | 36,675 | $4.92M | 2.24% | +6,812+22.8% | Added |
| DF Dent & Co Inc | 36,633 | $4.91M | 0.07% | +856+2.4% | Added |
| Sitrin Capital Management LLC | 36,481 | $4.89M | 3.12% | −1,618−4.2% | Reduced |
| Univest Financial Corp | 36,432 | $4.89M | 1.54% | −3,622−9.0% | Reduced |
| Colonial Trust Co | 36,421 | $4.88M | 1.33% | −2,165−5.6% | Reduced |
| Coerente Capital Management | 36,424 | $4.88M | 1.08% | +200+0.6% | Added |
| Walleye Capital LLC | 36,359 | $4.88M | 0.11% | −26,334−42.0% | Reduced |
| Bessemer Securities LLC | 36,329 | $4.87M | 2.18% | 00.0% | Unchanged |
| Cigna Investments Inc | 36,221 | $4.86M | 1.02% | +98+0.3% | Added |
| Comerica Securities,inc. | 36,156 | $4.85M | 0.35% | +1,498+4.3% | Added |
| Pathway Financial Advisers, LLC | 36,141 | $4.85M | 1.96% | +36,141 | New |
| Greenline Partners, LLC | 36,144 | $4.85M | 0.96% | −7,138−16.5% | Reduced |
| Varma Mutual Pension Insurance Co | 36,125 | $4.84M | 0.07% | 00.0% | Unchanged |
| Parkwood LLC | 36,123 | $4.84M | 0.99% | −8,919−19.8% | Reduced |
| Boston Research & Management Inc | 36,101 | $4.84M | 1.50% | −1,417−3.8% | Reduced |
| Chemistry Wealth Management LLC | 36,041 | $4.83M | 1.88% | −632−1.7% | Reduced |
| Bridgewater Advisors Inc. | 36,030 | $4.83M | 1.17% | −6,872−16.0% | Reduced |
| Fairfield, Bush & Co. | 36,024 | $4.83M | 3.19% | −1,316−3.5% | Reduced |
| NEIRG Wealth Management, LLC | 36,016 | $4.83M | 0.91% | −724−2.0% | Reduced |
| Security National Bank | 36,006 | $4.83M | 1.30% | +24+0.1% | Added |
| K.J. Harrison & Partners Inc | 26,531 | $4.82M | 0.94% | −274−1.0% | Reduced |
| Crystal Rock Capital Management | 35,843 | $4.81M | 4.14% | +29,208+440.2% | Added |
| Baugh & Associates, LLC | 35,816 | $4.80M | 3.11% | −46−0.1% | Reduced |
| Essex LLC | 35,701 | $4.79M | 1.45% | +1,055+3.0% | Added |
| Exchange Capital Management, Inc. | 35,675 | $4.78M | 1.05% | −442−1.2% | Reduced |
| Foundations Investment Advisors, LLC | 35,610 | $4.78M | 0.19% | +18,218+104.7% | Added |
| Connable Office Inc | 35,604 | $4.77M | 0.68% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 35,417 | $4.75M | 0.39% | −330−0.9% | Reduced |
| Baker Tilly Wealth Management, LLC | 35,383 | $4.74M | 0.58% | +8,304+30.7% | Added |
| Capital Insight Partners, LLC | 35,247 | $4.73M | 1.23% | +2,168+6.6% | Added |
| Dean Investment Associates, LLC | 35,085 | $4.70M | 0.80% | +5,860+20.1% | Added |
| Chemung Canal Trust Co | 34,929 | $4.68M | 1.07% | −1,387−3.8% | Reduced |
| Brick & Kyle, Associates | 34,889 | $4.68M | 2.72% | −455−1.3% | Reduced |
| Monetary Management Group Inc | 34,819 | $4.67M | 1.46% | −5,160−12.9% | Reduced |
| Townsend Asset Management Corp | 34,810 | $4.67M | 2.34% | +3,147+9.9% | Added |
| First Personal Financial Services | 34,796 | $4.67M | 1.26% | −79−0.2% | Reduced |
| Parcion Private Wealth LLC | 34,788 | $4.67M | 0.51% | +1,169+3.5% | Added |
| Argent Advisors, Inc. | 34,668 | $4.65M | 2.40% | +218+0.6% | Added |
| Family Management Corp | 34,623 | $4.64M | 1.13% | −94−0.3% | Reduced |
| Augustine Asset Management Inc | 34,600 | $4.64M | 2.56% | −948−2.7% | Reduced |
| AFS Financial Group, LLC | 34,575 | $4.64M | 3.30% | +34,575 | New |
| Ascent Group, LLC | 34,546 | $4.63M | 0.55% | +1,421+4.3% | Added |
| Centaurus Financial, Inc. | 34,485 | $4.62M | 0.43% | −8,876−20.5% | Reduced |
| Creegan & Nassoura Financial Group, LLC | 34,469 | $4.62M | 3.60% | −170−0.5% | Reduced |
| Grandfield & Dodd, LLC | 34,464 | $4.62M | 0.34% | −112−0.3% | Reduced |
| Leonteq Securities AG | 34,455 | $4.62M | 0.24% | −206,076−85.7% | Reduced |
| Blume Capital Management, Inc. | 34,427 | $4.62M | 1.56% | +9,650+38.9% | Added |
| Shelton Capital Management | 34,400 | $4.61M | 0.49% | −37,111−51.9% | Reduced |
| Family Legacy, Inc. | 33,065 | $4.60M | 2.01% | +584+1.8% | Added |
| Laffer Tengler Investments | 34,294 | $4.60M | 1.32% | +5,270+18.2% | Added |
| Hixon Zuercher, LLC | 34,276 | $4.60M | 2.83% | +264+0.8% | Added |
| Eagle Asset Management Inc | 34,009 | $4.59M | 0.03% | −854−2.4% | Reduced |
| Hodges Capital Management Inc. | 34,155 | $4.58M | 0.40% | +7,554+28.4% | Added |
| Cary Street Partners Asset Management LLC | 34,127 | $4.58M | 0.93% | +1,486+4.6% | Added |
| RFG Advisory, LLC | 32,413 | $4.57M | 0.23% | −3,510−9.8% | Reduced |
| Bank of New Hampshire | 34,013 | $4.56M | 1.37% | −1,820−5.1% | Reduced |
| Aureus Asset Management, LLC | 33,997 | $4.56M | 0.39% | −1,167−3.3% | Reduced |
| Annex Advisory Services, LLC | 33,937 | $4.55M | 0.26% | +667+2.0% | Added |
| TFG Advisers LLC | 33,920 | $4.55M | 2.33% | −147−0.4% | Reduced |
| Buckhead Capital Management LLC | 33,912 | $4.55M | 1.10% | −1,082−3.1% | Reduced |
| Dividend Assets Capital, LLC | 33,911 | $4.55M | 0.97% | +132+0.4% | Added |
| Paradigm Financial Partners, LLC | 32,938 | $4.54M | 1.32% | +1,233+3.9% | Added |
| Meridian Management Co | 33,874 | $4.54M | 1.66% | +63+0.2% | Added |
| Capital Asset Advisory Services LLC | 33,556 | $4.53M | 0.36% | +1,436+4.5% | Added |
| SeaCrest Wealth Management, LLC | 33,794 | $4.53M | 0.65% | +692+2.1% | Added |
| SOL Capital Management CO | 33,732 | $4.52M | 0.80% | +25+0.1% | Added |
| Laidlaw Wealth Management LLC | 33,719 | $4.52M | 0.97% | +634+1.9% | Added |
| Wasatch Advisors Inc | 33,709 | $4.52M | 0.03% | −2,000−5.6% | Reduced |
| Capital Investment Advisory Services, LLC | 33,657 | $4.51M | 0.54% | −2,312−6.4% | Reduced |
| AdvisorNet Financial, Inc | 33,654 | $4.51M | 0.44% | −1,919−5.4% | Reduced |
| BOK Financial Private Wealth, Inc. | 33,543 | $4.50M | 0.37% | −774−2.3% | Reduced |
| Ahl Investment Management, Inc. | 33,414 | $4.48M | 4.16% | −265−0.8% | Reduced |
| Globeflex Capital L P | 33,400 | $4.48M | 0.57% | +33,400 | New |
| V Wealth Advisors LLC | 33,399 | $4.48M | 0.93% | +7,189+27.4% | Added |
| Exencial Wealth Advisors, LLC | 33,374 | $4.48M | 0.24% | +1,015+3.1% | Added |
| E&G Advisors, LP | 33,326 | $4.47M | 1.68% | −650−1.9% | Reduced |
| MidWestOne Financial Group, Inc. | 33,319 | $4.47M | 1.05% | −3,121−8.6% | Reduced |
| Bell & Brown Wealth Advisors, LLC | 33,311 | $4.47M | 2.46% | +734+2.3% | Added |
| J.W. Cole Advisors, Inc. | 33,298 | $4.47M | 0.34% | +1,484+4.7% | Added |
| Trust Asset Management LLC | 33,258 | $4.46M | 0.56% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 33,241 | $4.46M | 1.51% | −284−0.8% | Reduced |