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 |
|---|---|---|---|---|---|
| McBroom & Associates, LLC | 28,764 | $3.86M | 4.19% | −383−1.3% | Reduced |
| Churchill Management Corp | 28,727 | $3.85M | 0.09% | −3,243−10.1% | Reduced |
| Virginia Wealth Management Group, Inc. | 28,674 | $3.85M | 2.66% | +1,322+4.8% | Added |
| Close Asset Management Ltd | 28,667 | $3.85M | 0.20% | −5,575−16.3% | Reduced |
| Goodwin Daniel L | 28,550 | $3.83M | 1.94% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 28,543 | $3.83M | 3.23% | −103−0.4% | Reduced |
| AAFMAA Wealth Management & Trust LLC | 28,534 | $3.83M | 3.45% | −274−1.0% | Reduced |
| Fairhaven Wealth Management, LLC | 28,436 | $3.81M | 1.62% | +1,068+3.9% | Added |
| Signet Investment Advisory Group, Inc. | 28,431 | $3.81M | 2.69% | +312+1.1% | Added |
| Avidian Wealth Solutions, LLC | 28,412 | $3.81M | 0.25% | +7,594+36.5% | Added |
| J. W. Coons Advisors, LLC | 28,406 | $3.81M | 1.14% | +2,840+11.1% | Added |
| Good Life Advisors, LLC | 28,361 | $3.80M | 0.53% | +829+3.0% | Added |
| Delta Capital Management LLC | 28,280 | $3.79M | 2.76% | +300+1.1% | Added |
| Athena Investment Management | 28,247 | $3.79M | 2.78% | +244+0.9% | Added |
| Old Port Advisors | 28,233 | $3.79M | 1.43% | +651+2.4% | Added |
| Marks Group Wealth Management, Inc | 28,214 | $3.78M | 0.52% | +1,631+6.1% | Added |
| Smithfield Trust Co | 28,248 | $3.78M | 0.25% | +132+0.5% | Added |
| Mountain Pacific Investment Advisers Inc | 28,136 | $3.77M | 0.27% | −292−1.0% | Reduced |
| Robertson Stephens Wealth Management, LLC | 28,065 | $3.76M | 0.37% | +303+1.1% | Added |
| YorkBridge Wealth Partners, LLC | 28,040 | $3.76M | 0.95% | +3,512+14.3% | Added |
| United Bank | 28,039 | $3.76M | 2.31% | +60.0% | Added |
| Regal Investment Advisors LLC | 28,028 | $3.76M | 0.36% | −1,216−4.2% | Reduced |
| Peddock Capital Advisors, LLC | 28,021 | $3.76M | 1.45% | −851−2.9% | Reduced |
| Csenge Advisory Group | 28,018 | $3.76M | 0.29% | +2,614+10.3% | Added |
| American Investment Services, Inc. | 28,008 | $3.76M | 0.77% | +6,423+29.8% | Added |
| Lake Street Advisors Group, LLC | 27,973 | $3.75M | 0.25% | −15,999−36.4% | Reduced |
| StrategIQ Financial Group, LLC | 27,956 | $3.75M | 0.43% | −57−0.2% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 26,867 | $3.75M | 2.29% | +1,033+4.0% | Added |
| Montchanin Asset Management, LLC | 27,931 | $3.75M | 5.12% | −515−1.8% | Reduced |
| Rosenblum Silverman Sutton S F Inc | 27,928 | $3.75M | 1.36% | −708−2.5% | Reduced |
| Eudaimonia Partners, LLC | 27,878 | $3.74M | 0.92% | +5,445+24.3% | Added |
| Secure Asset Management, LLC | 27,856 | $3.74M | 1.34% | −582−2.0% | Reduced |
| Summit Financial, LLC | 27,854 | $3.74M | 0.35% | −5,890−17.5% | Reduced |
| Arlington Financial Advisors, LLC | 27,791 | $3.73M | 1.57% | +1,449+5.5% | Added |
| Account Management LLC | 27,790 | $3.73M | 5.33% | −3,000−9.7% | Reduced |
| Cornercap Investment Counsel Inc | 27,740 | $3.72M | 0.64% | −13,106−32.1% | Reduced |
| Consolidated Investment Group LLC | 27,692 | $3.71M | 0.79% | −12,000−30.2% | Reduced |
| Independence Bank of Kentucky | 27,636 | $3.71M | 1.66% | −277−1.0% | Reduced |
| Act Two Investors LLC | 27,626 | $3.70M | 3.83% | 00.0% | Unchanged |
| Malaga Cove Capital, LLC | 27,607 | $3.70M | 2.02% | −51−0.2% | Reduced |
| Calamos Wealth Management LLC | 27,601 | $3.70M | 0.29% | −248−0.9% | Reduced |
| First Business Financial Services, Inc. | 27,596 | $3.70M | 0.50% | +266+1.0% | Added |
| Icon Advisers Inc | 27,587 | $3.70M | 0.95% | −9,300−25.2% | Reduced |
| Seeyond | 27,568 | $3.70M | 0.36% | +7,281+35.9% | Added |
| Marino, Stram & Associates LLC | 27,533 | $3.69M | 1.16% | −230−0.8% | Reduced |
| Doliver Advisors, LP | 27,424 | $3.68M | 1.21% | −654−2.3% | Reduced |
| SkyOak Wealth, LLC | 27,408 | $3.68M | 1.24% | −159−0.6% | Reduced |
| Grove Bank & Trust | 27,399 | $3.67M | 0.81% | +2,243+8.9% | Added |
| Trustco Bank Corp N Y | 27,354 | $3.67M | 4.05% | −512−1.8% | Reduced |
| Anchor Investment Management, LLC | 27,265 | $3.66M | 0.52% | −831−3.0% | Reduced |
| Hayek Kallen Investment Management | 27,259 | $3.65M | 1.68% | −168−0.6% | Reduced |
| Signature Wealth Management Group | 27,228 | $3.65M | 1.79% | +11,331+71.3% | Added |
| Balentine LLC | 27,134 | $3.64M | 0.13% | +3,409+14.4% | Added |
| McKinley Carter Wealth Services, Inc. | 27,117 | $3.64M | 0.31% | +2,419+9.8% | Added |
| JT Stratford LLC | 27,012 | $3.62M | 1.16% | +1,088+4.2% | Added |
| Pitcairn Co | 26,992 | $3.62M | 0.36% | +270+1.0% | Added |
| BNC Wealth Management, LLC | 26,973 | $3.62M | 2.14% | −197−0.7% | Reduced |
| Altrius Capital Management Inc | 26,966 | $3.62M | 1.13% | −254−0.9% | Reduced |
| Hudson Capital Management LLC | 26,913 | $3.61M | 1.43% | +1,551+6.1% | Added |
| Transamerica Financial Advisors, Inc. | 26,889 | $3.61M | 0.51% | +1,366+5.4% | Added |
| Lee Danner & Bass Inc | 26,827 | $3.60M | 0.34% | −4,912−15.5% | Reduced |
| Charles Schwab Trust Co | 26,663 | $3.58M | 0.47% | −402−1.5% | Reduced |
| EverSource Wealth Advisors, LLC | 26,584 | $3.56M | 0.54% | +479+1.8% | Added |
| Mission Wealth Management, LP | 26,473 | $3.55M | 0.17% | +2,098+8.6% | Added |
| Wisconsin Capital Management LLC | 26,469 | $3.55M | 2.69% | −1,726−6.1% | Reduced |
| BFSG, LLC | 26,460 | $3.55M | 0.71% | −520−1.9% | Reduced |
| Trustmark National Bank Trust Department | 26,449 | $3.55M | 0.33% | −615−2.3% | Reduced |
| Lorne Steinberg Wealth Management Inc. | 26,444 | $3.55M | 1.52% | +369+1.4% | Added |
| Enterprise Bank & Trust Co | 26,434 | $3.54M | 1.68% | +867+3.4% | Added |
| Hall Capital Management Co Inc | 26,361 | $3.54M | 2.12% | −161−0.6% | Reduced |
| SeaBridge Investment Advisors LLC | 26,289 | $3.53M | 1.26% | −2,679−9.2% | Reduced |
| Sutton Wealth Advisors Inc. | 26,256 | $3.52M | 1.34% | +762+3.0% | Added |
| Valmark Advisers, Inc. | 26,245 | $3.52M | 0.08% | +1,352+5.4% | Added |
| Wolverine Trading, LLC | 26,227 | $3.52M | 0.06% | −193,982−88.1% | Reduced |
| Aspiriant, LLC | 26,212 | $3.52M | 0.18% | +1,096+4.4% | Added |
| AIA Group Ltd | 26,200 | $3.51M | 0.21% | +9,484+56.7% | Added |
| High Note Wealth, LLC | 26,184 | $3.51M | 1.47% | −190−0.7% | Reduced |
| SPC Financial, Inc. | 26,183 | $3.51M | 0.42% | −232−0.9% | Reduced |
| Alta Capital Management LLC | 26,177 | $3.51M | 0.27% | +786+3.1% | Added |
| Connolly Sarah T. | 26,162 | $3.51M | 2.38% | +82+0.3% | Added |
| Harbor Advisors LLC | 26,148 | $3.51M | 0.88% | 00.0% | Unchanged |
| Atlas Brown,Inc. | 26,124 | $3.50M | 1.72% | −3,556−12.0% | Reduced |
| Mount Vernon Associates Inc | 26,102 | $3.50M | 4.50% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 26,097 | $3.50M | 1.25% | −1,200−4.4% | Reduced |
| Pariax, LLC | 26,078 | $3.50M | 4.34% | −23,342−47.2% | Reduced |
| CFM Wealth Partners LLC | 26,018 | $3.49M | 1.04% | +941+3.8% | Added |
| Scott & Selber, Inc. | 25,931 | $3.48M | 1.56% | −69−0.3% | Reduced |
| Shoker Investment Counsel, Inc. | 25,731 | $3.45M | 1.55% | −882−3.3% | Reduced |
| Am Investment Strategies LLC | 25,675 | $3.44M | 1.23% | −399−1.5% | Reduced |
| Sunbelt Securities, Inc. | 25,657 | $3.44M | 0.67% | −1,174−4.4% | Reduced |
| Founders Financial Alliance, LLC | 25,605 | $3.43M | 1.58% | +3,004+13.3% | Added |
| Proequities, Inc. | 25,592 | $3.43M | 0.28% | −79−0.3% | Reduced |
| Moloney Securities Asset Management, LLC | 25,589 | $3.43M | 0.76% | −740−2.8% | Reduced |
| Evoke Wealth, LLC | 25,530 | $3.42M | 0.12% | −1,005−3.8% | Reduced |
| Pentwater Capital Management LP | 25,500 | $3.42M | 0.11% | +3,000+13.3% | Added |
| Kovack Advisors, Inc. | 25,443 | $3.41M | 0.50% | −923−3.5% | Reduced |
| Nwam LLC | 25,414 | $3.41M | 0.30% | −1,054−4.0% | Reduced |
| Clarity Wealth Advisors, LLC | 25,329 | $3.40M | 1.97% | +259+1.0% | Added |
| RDA Financial Network | 25,312 | $3.39M | 1.71% | −80.0% | Reduced |
| Greenfield Savings Bank | 25,266 | $3.39M | 2.24% | −318−1.2% | Reduced |