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 |
|---|---|---|---|---|---|
| Platform Technology Partners | 25,263 | $3.39M | 1.75% | −378−1.5% | Reduced |
| LJI Wealth Management, LLC | 25,193 | $3.38M | 1.18% | +25,193 | New |
| Liberty Capital Management, Inc. | 25,106 | $3.37M | 1.17% | +2,404+10.6% | Added |
| Gradient Capital Advisors, LLC | 25,085 | $3.36M | 1.53% | −100.0% | Reduced |
| Parisi Gray Wealth Management | 25,078 | $3.36M | 1.66% | +11,085+79.2% | Added |
| Continuum Advisory, LLC | 51,426 | $3.36M | 0.61% | +1,396+2.8% | Added |
| Mathes Company, Inc. | 25,073 | $3.36M | 1.70% | −360−1.4% | Reduced |
| Banco de Sabadell, S.A | 24,604 | $3.36M | 2.84% | −3,035−11.0% | Reduced |
| Uncommon Cents Investing LLC | 25,025 | $3.36M | 1.24% | +305+1.2% | Added |
| Mystic Asset Management, Inc. | 25,020 | $3.36M | 1.91% | +1,479+6.3% | Added |
| Cordatus Wealth Management LLC | 25,006 | $3.35M | 4.92% | +25,006 | New |
| Eos Management, L.P. | 25,000 | $3.35M | 1.70% | 00.0% | Unchanged |
| Liontrust Investment Partners LLP | 25,000 | $3.35M | 0.06% | 00.0% | Unchanged |
| Black Swift Group, LLC | 25,000 | $3.35M | 1.34% | +25,000 | New |
| Ruffer LLP | 24,879 | $3.35M | 0.22% | −112,325−81.9% | Reduced |
| Financial Advisory Partners, LLC | 24,942 | $3.34M | 1.38% | −7,594−23.3% | Reduced |
| Compton Wealth Advisory Group, LLC | 24,931 | $3.34M | 1.30% | +154+0.6% | Added |
| Papp L Roy & Associates | 24,895 | $3.34M | 0.47% | −16−0.1% | Reduced |
| Wealthsource Partners, LLC | 24,894 | $3.34M | 0.24% | −4,196−14.4% | Reduced |
| Hudock, Inc. | 24,861 | $3.33M | 1.14% | −1,432−5.4% | Reduced |
| RMR Wealth Builders | 24,843 | $3.33M | 0.76% | +121+0.5% | Added |
| S&CO Inc | 24,799 | $3.33M | 0.29% | 00.0% | Unchanged |
| Newman Dignan & Sheerar, Inc. | 24,781 | $3.32M | 1.10% | +23+0.1% | Added |
| Quadrature Capital Ltd | 24,778 | $3.32M | 0.10% | +4,667+23.2% | Added |
| Armor Investment Advisors, LLC | 24,763 | $3.32M | 2.02% | +1,129+4.8% | Added |
| Bank of Stockton | 24,759 | $3.32M | 1.16% | −98−0.4% | Reduced |
| EPG Wealth Management LLC | 24,669 | $3.31M | 1.26% | −183−0.7% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 24,643 | $3.31M | 1.09% | −90.0% | Reduced |
| Blue Fin Capital, Inc. | 24,642 | $3.30M | 1.21% | −326−1.3% | Reduced |
| Financial Advisory Service, Inc. | 24,604 | $3.30M | 0.37% | +2,159+9.6% | Added |
| TrinityPoint Wealth, LLC | 24,589 | $3.30M | 0.75% | +365+1.5% | Added |
| Roanoke Asset Management Corp | 24,583 | $3.30M | 1.50% | −1,321−5.1% | Reduced |
| Elgethun Capital Management | 24,321 | $3.30M | 1.19% | −236−1.0% | Reduced |
| Summit Trail Advisors, LLC | 24,450 | $3.28M | 0.15% | +667+2.8% | Added |
| River & Mercantile Asset Management LLP | 24,430 | $3.28M | 0.70% | +316+1.3% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 24,352 | $3.27M | 2.24% | +213+0.9% | Added |
| Permanens Capital L.P. | 24,350 | $3.27M | 0.79% | −3,150−11.5% | Reduced |
| Modus Advisors, LLC | 24,346 | $3.26M | 1.58% | +1,176+5.1% | Added |
| DFPG Investments, LLC | 23,350 | $3.26M | 0.54% | +5,477+30.6% | Added |
| Curbstone Financial Management Corp | 24,298 | $3.26M | 0.81% | −20−0.1% | Reduced |
| Vectors Research Management, LLC | 24,289 | $3.26M | 0.84% | −11,657−32.4% | Reduced |
| Argus Investors' Counsel, Inc. | 24,284 | $3.26M | 2.61% | +149+0.6% | Added |
| Investment Research & Advisory Group, Inc. | 24,273 | $3.26M | 2.17% | −636−2.6% | Reduced |
| Mechanics Financial Corp | 24,258 | $3.25M | 1.94% | 00.0% | Unchanged |
| SWS Partners | 24,232 | $3.25M | 1.54% | −372−1.5% | Reduced |
| IMA Wealth, Inc. | 24,179 | $3.24M | 0.86% | −10,710−30.7% | Reduced |
| Rehmann Capital Advisory Group | 24,075 | $3.23M | 0.33% | −210−0.9% | Reduced |
| Dudley Capital Management, LLC | 24,019 | $3.22M | 2.37% | +24,019 | New |
| Desjardins Global Asset Management Inc. | 23,943 | $3.21M | 0.51% | −12,123−33.6% | Reduced |
| Hudson Value Partners, LLC | 23,933 | $3.21M | 1.97% | −65−0.3% | Reduced |
| StoneX Group Inc. | 23,911 | $3.21M | 0.38% | +1,177+5.2% | Added |
| Insigneo Advisory Services, LLC | 23,818 | $3.19M | 1.21% | +23,818 | New |
| Pavion Blue Capital, LLC | 23,796 | $3.19M | 2.04% | −276−1.1% | Reduced |
| Winch Advisory Services, LLC | 23,797 | $3.19M | 1.36% | −62−0.3% | Reduced |
| ICA Group Wealth Management, LLC | 23,779 | $3.19M | 0.75% | −2,746−10.4% | Reduced |
| IFG Advisory, LLC | 23,710 | $3.18M | 0.32% | −6,150−20.6% | Reduced |
| Winning Points Advisors, LLC | 23,623 | $3.17M | 4.04% | +450+1.9% | Added |
| KCS Wealth Advisory | 23,559 | $3.16M | 1.31% | +465+2.0% | Added |
| Altfest L J & Co Inc | 23,492 | $3.15M | 0.52% | −1,890−7.4% | Reduced |
| Nichols & Pratt Advisers LLP | 23,466 | $3.15M | 0.25% | −139−0.6% | Reduced |
| Beverly Hills Private Wealth, LLC | 23,460 | $3.15M | 1.37% | +23,460 | New |
| Leith Wheeler Investment Counsel Ltd. | 23,444 | $3.14M | 0.47% | +3,210+15.9% | Added |
| X-Square Capital, LLC | 23,443 | $3.14M | 1.79% | −67−0.3% | Reduced |
| Quadrant Private Wealth Management, LLC | 23,404 | $3.14M | 1.05% | +23,404 | New |
| Evermay Wealth Management LLC | 23,379 | $3.14M | 0.64% | +424+1.8% | Added |
| Sargent Investment Group, LLC | 23,360 | $3.13M | 0.97% | +826+3.7% | Added |
| FLC Capital Advisors | 23,354 | $3.13M | 0.97% | −283−1.2% | Reduced |
| Manhattan West Asset Management, LLC | 23,350 | $3.13M | 1.60% | +2,178+10.3% | Added |
| Atlas Private Wealth Management | 23,305 | $3.13M | 1.44% | +1,566+7.2% | Added |
| Chapin Davis, Inc. | 23,128 | $3.10M | 1.80% | +23,128 | New |
| Studio Investment Management LLC | 23,105 | $3.10M | 1.00% | −213−0.9% | Reduced |
| Massachusetts Wealth Management | 22,075 | $3.09M | 2.98% | +22,075 | New |
| Norway Savings Bank | 23,029 | $3.09M | 1.57% | +273+1.2% | Added |
| WMS Partners, LLC | 22,992 | $3.08M | 0.31% | +2,416+11.7% | Added |
| Resurgent Financial Advisors LLC | 22,938 | $3.08M | 1.64% | +472+2.1% | Added |
| HCR Wealth Advisors | 22,926 | $3.07M | 0.65% | −800−3.4% | Reduced |
| Essex Savings Bank | 22,913 | $3.07M | 1.08% | +398+1.8% | Added |
| HNP Capital LLC | 22,900 | $3.07M | 0.86% | −11,568−33.6% | Reduced |
| Adirondack Trust Co | 22,888 | $3.07M | 1.59% | −138−0.6% | Reduced |
| Ategra Capital Management, LLC | 22,886 | $3.07M | 1.61% | +5,078+28.5% | Added |
| Wunderlich Capital Managemnt | 22,877 | $3.07M | 1.71% | +115+0.5% | Added |
| Indiana Trust & Investment Management CO | 22,829 | $3.06M | 1.73% | +119+0.5% | Added |
| Gables Capital Management Inc. | 22,796 | $3.06M | 2.22% | −600−2.6% | Reduced |
| Financial Advocates Investment Management | 22,763 | $3.05M | 0.23% | +9,067+66.2% | Added |
| West Oak Capital, LLC | 22,747 | $3.05M | 1.59% | −760−3.2% | Reduced |
| WC Walker & Associates, Inc. | 22,003 | $3.05M | 1.61% | +537+2.5% | Added |
| WD Rutherford LLC | 22,645 | $3.04M | 2.39% | −825−3.5% | Reduced |
| Phoenix Wealth Advisors | 22,638 | $3.04M | 1.83% | +610+2.8% | Added |
| Emfo, LLC | 22,628 | $3.03M | 3.04% | 00.0% | Unchanged |
| Union Heritage Capital, LLC | 22,600 | $3.03M | 1.85% | 00.0% | Unchanged |
| Poehling Capital Management, LLC | 22,598 | $3.03M | 1.13% | +1,182+5.5% | Added |
| NCM Capital Management, LLC | 22,579 | $3.03M | 2.00% | +20.0% | Added |
| Octavia Wealth Advisors, LLC | 22,551 | $3.02M | 0.75% | +1,215+5.7% | Added |
| Credit Capital Investments LLC | 22,500 | $3.02M | 4.37% | +22,500 | New |
| VeraBank, N.A. | 22,493 | $3.02M | 1.51% | −60.0% | Reduced |
| Columbia Trust Co 01012016 | 22,492 | $3.02M | 1.68% | −1,922−7.9% | Reduced |
| Guardian Investment Management | 22,459 | $3.01M | 2.86% | −300−1.3% | Reduced |
| GYL Financial Synergies, LLC | 22,454 | $3.01M | 0.65% | +1,191+5.6% | Added |
| Beaton Management Co. Inc. | 22,442 | $3.01M | 2.02% | 00.0% | Unchanged |
| Tiedemann Advisors, LLC | 22,406 | $3.00M | 0.14% | 00.0% | Unchanged |