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 |
|---|---|---|---|---|---|
| NVWM, LLC | 22,377 | $3.00M | 1.09% | −622−2.7% | Reduced |
| Blueprint Investment Partners LLC | 22,370 | $3.00M | 0.65% | +20,508+1,101.4% | Added |
| YHB Investment Advisors, Inc. | 22,350 | $3.00M | 0.32% | +434+2.0% | Added |
| RB Capital Management, LLC | 22,345 | $3.00M | 1.09% | +394+1.8% | Added |
| Q Capital Solutions | 22,329 | $2.99M | 5.93% | +1,663+8.0% | Added |
| Leisure Capital Management | 22,307 | $2.99M | 1.55% | −429−1.9% | Reduced |
| Clear Creek Financial Management, LLC | 22,301 | $2.99M | 0.66% | +1,209+5.7% | Added |
| Cassaday & Co Wealth Management LLC | 22,294 | $2.99M | 0.14% | +22,294 | New |
| Proquility Private Wealth Partners, LLC | 22,272 | $2.99M | 1.23% | −587−2.6% | Reduced |
| Accurate Wealth Management, LLC | 21,544 | $2.99M | 1.10% | +4,037+23.1% | Added |
| Rowland & Co Investment Counsel | 22,086 | $2.98M | 0.74% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 22,236 | $2.98M | 1.32% | +1,453+7.0% | Added |
| Affinity Investment Advisors, LLC | 22,189 | $2.98M | 1.37% | +1,814+8.9% | Added |
| Outfitter Financial LLC | 22,143 | $2.97M | 2.69% | −35−0.2% | Reduced |
| Cohen Investment Advisors LLC | 22,130 | $2.97M | 2.47% | +1,287+6.2% | Added |
| Intrepid Financial Planning Group LLC | 22,071 | $2.96M | 1.61% | −85−0.4% | Reduced |
| Greytown Advisors Inc. | 22,000 | $2.95M | 1.60% | +446+2.1% | Added |
| Symmetry Partners, LLC | 21,910 | $2.94M | 0.17% | −6,130−21.9% | Reduced |
| Capula Management Ltd | 21,879 | $2.93M | 0.30% | −45,850−67.7% | Reduced |
| Hanson & Doremus Investment Management | 21,857 | $2.93M | 0.63% | +3,501+19.1% | Added |
| SOA Wealth Advisors, LLC. | 21,855 | $2.93M | 0.79% | −18−0.1% | Reduced |
| Ironwood Investment Counsel, LLC | 21,826 | $2.93M | 0.71% | +1,194+5.8% | Added |
| Mayflower Financial Advisors, LLC | 21,809 | $2.92M | 0.41% | +1,142+5.5% | Added |
| Glen Eagle Advisors, LLC | 21,748 | $2.92M | 0.80% | −503−2.3% | Reduced |
| Triasima Portfolio Management inc. | 21,740 | $2.92M | 0.22% | −3,410−13.6% | Reduced |
| Cobblestone Capital Advisors LLC | 21,683 | $2.91M | 0.22% | +886+4.3% | Added |
| Park Place Capital Corp | 21,668 | $2.91M | 0.82% | +21,668 | New |
| George Kaiser Family Foundation | 21,657 | $2.90M | 0.43% | +1,873+9.5% | Added |
| Landmark Financial Advisors, LLC | 21,619 | $2.90M | 1.34% | +1,752+8.8% | Added |
| Advisors Management Group Inc | 21,616 | $2.90M | 1.09% | +338+1.6% | Added |
| WCG Wealth Advisors LLC | 21,616 | $2.90M | 0.40% | +4,267+24.6% | Added |
| Karpas Strategies, LLC | 21,608 | $2.90M | 1.02% | +71+0.3% | Added |
| TCWP LLC | 21,623 | $2.90M | 0.59% | −1,207−5.3% | Reduced |
| Coastline Trust Co | 21,592 | $2.90M | 0.43% | +3,919+22.2% | Added |
| Accuvest Global Advisors | 21,586 | $2.90M | 0.96% | +10,474+94.3% | Added |
| Intellectus Partners, LLC | 21,562 | $2.89M | 1.01% | +59+0.3% | Added |
| Modera Wealth Management, LLC | 21,494 | $2.88M | 0.12% | +1,614+8.1% | Added |
| Legato Capital Management LLC | 21,465 | $2.88M | 0.55% | +21,465 | New |
| Edgewood Management LLC | 21,464 | $2.88M | 0.01% | +2,000+10.3% | Added |
| Signature Wealth Management Partners, LLC | 21,395 | $2.87M | 2.83% | +30+0.1% | Added |
| MCF Advisors LLC | 21,227 | $2.85M | 0.29% | +99+0.5% | Added |
| Wealth Alliance | 21,203 | $2.84M | 0.50% | +1,448+7.3% | Added |
| TCG Advisory Services, LLC | 21,198 | $2.84M | 1.11% | +777+3.8% | Added |
| Vivaldi Capital Management, LLC | 20,653 | $2.84M | 0.70% | +1,580+8.3% | Added |
| Guardian Wealth Advisors, LLC | 21,137 | $2.83M | 0.54% | +54+0.3% | Added |
| Financial Architects, Inc | 21,112 | $2.83M | 0.47% | +118+0.6% | Added |
| Zeke Capital Advisors, LLC | 21,103 | $2.83M | 0.18% | +3,422+19.4% | Added |
| Delta Financial Group, Inc. | 21,443 | $2.83M | 1.25% | +21,443 | New |
| Sycomore Asset Management | 21,471 | $2.82M | 0.78% | +3,464+19.2% | Added |
| Northstar Asset Management LLC | 20,993 | $2.82M | 0.89% | +150+0.7% | Added |
| Spirit of America Management Corp | 20,992 | $2.82M | 0.63% | −1,000−4.5% | Reduced |
| Abacus Planning Group, Inc. | 20,989 | $2.81M | 0.77% | +120+0.6% | Added |
| Seascape Capital Management | 20,899 | $2.80M | 1.53% | +128+0.6% | Added |
| Pacifica Partners Inc. | 21,230 | $2.80M | 1.90% | +282+1.3% | Added |
| Prosperity Consulting Group, LLC | 20,821 | $2.79M | 1.86% | +514+2.5% | Added |
| Investment Partners, Ltd. | 20,813 | $2.79M | 1.48% | −59,373−74.0% | Reduced |
| Bedell Frazier Investment Counseling, LLC | 20,751 | $2.78M | 0.73% | −115−0.6% | Reduced |
| First PREMIER Bank | 20,731 | $2.78M | 0.84% | +40+0.2% | Added |
| Mendel Money Management | 20,711 | $2.78M | 1.58% | −592−2.8% | Reduced |
| Ledge Wealth Management, Inc. | 20,696 | $2.77M | 1.27% | +4,309+26.3% | Added |
| Crescent Sterling, Ltd. | 20,667 | $2.77M | 2.97% | +20,667 | New |
| Little House Capital LLC | 20,627 | $2.77M | 1.37% | −4,933−19.3% | Reduced |
| CNB Bank | 20,577 | $2.76M | 1.73% | −1,433−6.5% | Reduced |
| Tiemann Investment Advisors, LLC | 20,574 | $2.76M | 1.62% | +250+1.2% | Added |
| O'Dell Group, LLC | 20,558 | $2.76M | 0.97% | +184+0.9% | Added |
| O'Rourke & Company, Inc | 20,519 | $2.75M | 2.18% | +882+4.5% | Added |
| Sentinel Trust Co Lba | 20,503 | $2.75M | 0.43% | −294−1.4% | Reduced |
| Knott David M Jr | 20,385 | $2.73M | 1.18% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 20,324 | $2.73M | 0.95% | −2,200−9.8% | Reduced |
| Beech Hill Advisors, Inc. | 20,311 | $2.72M | 1.51% | +157+0.8% | Added |
| C2C Wealth Management, LLC | 20,155 | $2.72M | 0.47% | −329−1.6% | Reduced |
| Copperwynd Financial, LLC | 20,295 | $2.72M | 1.53% | +15,051+287.0% | Added |
| Lodestone Wealth Management LLC | 20,289 | $2.72M | 2.19% | +20,289 | New |
| Van Cleef Asset Management,Inc | 20,284 | $2.72M | 0.45% | +116+0.6% | Added |
| Enterprise Financial Services Corp | 20,279 | $2.72M | 1.88% | −613−2.9% | Reduced |
| SageView Advisory Group, LLC | 20,270 | $2.72M | 0.22% | +20,270 | New |
| Dumont & Blake Investment Advisors LLC | 20,264 | $2.72M | 0.96% | −124−0.6% | Reduced |
| Regatta Capital Group, LLC | 20,248 | $2.72M | 0.97% | +6,708+49.5% | Added |
| Trinity Financial Advisors LLC | 20,228 | $2.71M | 1.78% | +2,559+14.5% | Added |
| Platte River Wealth Advisors, LLC | 20,217 | $2.71M | 1.15% | −1,277−5.9% | Reduced |
| Vise Technologies, Inc. | 20,200 | $2.71M | 0.85% | +4,331+27.3% | Added |
| Certified Advisory Corp | 20,188 | $2.71M | 0.54% | −96−0.5% | Reduced |
| Royal Capital Wealth Management, LLC | 20,166 | $2.70M | 2.87% | +86+0.4% | Added |
| Sanders Morris Harris LLC | 20,162 | $2.70M | 1.02% | +500+2.5% | Added |
| First Bank & Trust | 20,142 | $2.70M | 0.75% | +10,668+112.6% | Added |
| Generali Powszechne Towarzystwo Emerytalne | 20,118 | $2.70M | 2.67% | 00.0% | Unchanged |
| Archer Investment Corp | 20,111 | $2.70M | 1.05% | +205+1.0% | Added |
| Titleist Asset Management, Ltd. | 20,094 | $2.69M | 0.63% | −447−2.2% | Reduced |
| Stableford Capital II LLC | 19,595 | $2.69M | 1.46% | −3,333−14.5% | Reduced |
| Eads & Heald Wealth Management | 20,020 | $2.69M | 1.37% | +239+1.2% | Added |
| Convergence Investment Partners, LLC | 20,020 | $2.68M | 1.59% | −87−0.4% | Reduced |
| Weitz Investment Management, Inc.SuperinvestorWeitz Investment Management | 20,000 | $2.68M | 0.15% | 00.0% | Unchanged |
| Keebeck Wealth Management, LLC | 19,959 | $2.68M | 0.47% | +202+1.0% | Added |
| Oak Harbor Wealth Partners, LLC | 19,943 | $2.67M | 1.02% | +328+1.7% | Added |
| Bremer Bank National Association | 19,897 | $2.67M | 0.51% | −2,464−11.0% | Reduced |
| Hotaling Investment Management, LLC | 19,887 | $2.67M | 1.21% | +12,463+167.9% | Added |
| Carderock Capital Management Inc | 19,871 | $2.67M | 1.11% | −1,821−8.4% | Reduced |
| BBR Partners, LLC | 19,797 | $2.65M | 0.30% | −913−4.4% | Reduced |
| First United Bank Trust | 19,769 | $2.65M | 1.29% | −648−3.2% | Reduced |
| Sawyer & Company, Inc | 19,721 | $2.65M | 1.30% | −475−2.4% | Reduced |