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 |
|---|---|---|---|---|---|
| Oak Asset Management, LLC | 19,704 | $2.64M | 1.19% | −214−1.1% | Reduced |
| Point72 Europe (London) LLP | 19,600 | $2.63M | 0.68% | −24,500−55.6% | Reduced |
| Sugarloaf Wealth Management, LLC | 19,596 | $2.63M | 0.66% | −1,692−7.9% | Reduced |
| Condor Capital Management | 19,592 | $2.63M | 0.33% | +134+0.7% | Added |
| Valley Brook Capital Group | 19,566 | $2.62M | 2.52% | +671+3.6% | Added |
| DeDora Capital, Inc. | 19,466 | $2.61M | 1.24% | +469+2.5% | Added |
| Harvey Investment Co LLC | 19,446 | $2.61M | 0.34% | +360+1.9% | Added |
| Trifecta Capital Advisors, LLC | 19,442 | $2.61M | 1.04% | +19,442 | New |
| Terra Nova Asset Management LLC | 19,440 | $2.61M | 2.73% | −1,652−7.8% | Reduced |
| Tandem Capital Management Corp | 19,432 | $2.61M | 2.05% | +206+1.1% | Added |
| Voya Financial Advisors, Inc. | 19,551 | $2.60M | 0.34% | −2,620−11.8% | Reduced |
| Pinkerton Retirement Specialists, LLC | 19,372 | $2.60M | 0.56% | +1,554+8.7% | Added |
| Peoples Financial Services Corp. | 19,327 | $2.59M | 1.21% | −520−2.6% | Reduced |
| Townsend & Associates, Inc | 18,129 | $2.58M | 1.28% | +2,773+18.1% | Added |
| Raleigh Capital Management Inc. | 19,256 | $2.58M | 1.34% | +4,074+26.8% | Added |
| 180 Wealth Advisors, LLC | 18,411 | $2.58M | 0.61% | +1,086+6.3% | Added |
| Corrado Advisors, LLC | 19,216 | $2.58M | 1.80% | +3,009+18.6% | Added |
| Court Place Advisors, LLC | 19,175 | $2.57M | 0.93% | −11−0.1% | Reduced |
| New Potomac Partners, LLC | 19,148 | $2.57M | 1.90% | +140+0.7% | Added |
| Sage Investment Advisers LLC | 19,096 | $2.56M | 3.65% | −145−0.8% | Reduced |
| Coastal Investment Advisors, Inc. | 19,066 | $2.56M | 0.63% | +282+1.5% | Added |
| Graybill Bartz & Assoc Ltd | 19,062 | $2.56M | 1.38% | +158+0.8% | Added |
| St. Louis Trust Co | 19,040 | $2.55M | 0.54% | 00.0% | Unchanged |
| Altman Advisors, Inc. | 18,282 | $2.55M | 1.58% | −1,172−6.0% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 18,975 | $2.54M | 0.20% | +3,638+23.7% | Added |
| Miller Investment Management, LP | 18,935 | $2.54M | 0.43% | 00.0% | Unchanged |
| First Commonwealth Financial Corp | 18,903 | $2.53M | 0.94% | −350−1.8% | Reduced |
| Eclectic Associates Inc | 18,877 | $2.53M | 1.23% | −186−1.0% | Reduced |
| Agate Pass Investment Management, LLC | 18,819 | $2.52M | 1.79% | +264+1.4% | Added |
| Integrated Investment Consultants, LLC | 18,798 | $2.52M | 0.85% | +582+3.2% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 18,786 | $2.52M | 1.86% | +163+0.9% | Added |
| Larson Financial Group LLC | 18,776 | $2.52M | 0.30% | −1,194−6.0% | Reduced |
| Intercontinental Wealth Advisors, LLC | 18,756 | $2.52M | 0.75% | −833−4.3% | Reduced |
| White Pine Capital LLC | 18,724 | $2.51M | 0.98% | +553+3.0% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 18,721 | $2.51M | 0.19% | +1,528+8.9% | Added |
| Econ Financial Services Corp | 18,717 | $2.51M | 2.54% | −1,418−7.0% | Reduced |
| Coppell Advisory Solutions LLC | 18,704 | $2.51M | 0.90% | +18,704 | New |
| Coppell Advisory Solutions Corp. | 18,704 | $2.51M | 0.90% | +18,704 | New |
| Sawgrass Asset Management LLC | 18,698 | $2.51M | 0.34% | −3,066−14.1% | Reduced |
| Zullo Investment Group, Inc. | 18,661 | $2.50M | 1.53% | +440+2.4% | Added |
| WP Advisors, LLC | 18,655 | $2.50M | 1.12% | +145+0.8% | Added |
| First City Capital Management, Inc. | 18,630 | $2.50M | 1.50% | +516+2.8% | Added |
| Field & Main Bank | 18,610 | $2.50M | 1.61% | −90−0.5% | Reduced |
| Holderness Investments Co | 18,609 | $2.50M | 1.08% | +96+0.5% | Added |
| HPC Germany GmbH & Co. KG | 18,600 | $2.49M | 3.89% | 00.0% | Unchanged |
| RKL Wealth Management LLC | 18,580 | $2.49M | 0.33% | −40.0% | Reduced |
| Krilogy Financial LLC | 18,514 | $2.48M | 0.24% | +1,134+6.5% | Added |
| Acropolis Investment Management, LLC | 18,500 | $2.48M | 0.22% | +402+2.2% | Added |
| Compass Financial Advisors LLC | 18,480 | $2.48M | 3.34% | +565+3.2% | Added |
| Heartland Bank & Trust Co | 18,449 | $2.47M | 1.83% | +5,927+47.3% | Added |
| Longfellow Investment Management Co LLC | 18,431 | $2.47M | 0.56% | 00.0% | Unchanged |
| Royal Harbor Partners, LLC | 18,380 | $2.46M | 1.52% | −1,282−6.5% | Reduced |
| Guerra Pan Advisors, LLC | 18,348 | $2.46M | 3.36% | −75−0.4% | Reduced |
| Peachtree Investment Partners, LLC | 18,344 | $2.46M | 1.50% | −498−2.6% | Reduced |
| Northcape Wealth Management, LLC | 18,320 | $2.46M | 1.37% | −8,314−31.2% | Reduced |
| Aull & Monroe Investment Management Corp | 18,316 | $2.46M | 1.22% | −275−1.5% | Reduced |
| Riverview Trust Co | 18,300 | $2.45M | 2.32% | −990−5.1% | Reduced |
| Home Federal Bank of Tennessee | 18,272 | $2.45M | 0.93% | −155−0.8% | Reduced |
| Cito Capital Group, LLC | 18,241 | $2.45M | 1.34% | +92+0.5% | Added |
| Mather Group, LLC. | 18,139 | $2.43M | 0.05% | −627−3.3% | Reduced |
| Affinity Wealth Management LLC | 18,129 | $2.43M | 0.58% | +26+0.1% | Added |
| Dillon & Associates Inc | 18,095 | $2.42M | 0.52% | −91−0.5% | Reduced |
| Smith, Moore & Co. | 18,079 | $2.42M | 0.34% | +513+2.9% | Added |
| StrongBox Wealth, LLC | 18,064 | $2.42M | 1.71% | +653+3.8% | Added |
| Investment Advisory Services Inc | 17,839 | $2.42M | 1.25% | −35−0.2% | Reduced |
| Wedmont Private Capital | 17,550 | $2.42M | 0.36% | +2,982+20.5% | Added |
| Keystone Financial Group | 18,050 | $2.42M | 0.48% | −2,174−10.7% | Reduced |
| Warther Private Wealth, LLC | 18,047 | $2.42M | 1.81% | −3,277−15.4% | Reduced |
| Benjamin Edwards Inc | 18,041 | $2.42M | 0.64% | +2,258+14.3% | Added |
| MSH Capital Advisors LLC | 18,011 | $2.42M | 1.09% | +294+1.7% | Added |
| GSB Wealth Management, LLC | 17,982 | $2.41M | 0.86% | −7,078−28.2% | Reduced |
| Sculati Wealth Management, LLC | 17,969 | $2.41M | 1.35% | +2,621+17.1% | Added |
| Buckingham Strategic Partners | 17,965 | $2.41M | 0.19% | −6,993−28.0% | Reduced |
| Everett Harris & Co | 17,910 | $2.40M | 0.04% | −1,131−5.9% | Reduced |
| Moser Wealth Advisors, LLC | 17,889 | $2.40M | 1.81% | −60−0.3% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 17,853 | $2.39M | 1.23% | −6,656−27.2% | Reduced |
| Financial Planning & Information Services, Inc. | 17,852 | $2.39M | 0.51% | −23−0.1% | Reduced |
| Beaumont Financial Advisors, LLC | 17,850 | $2.39M | 0.24% | +17,850 | New |
| Ethic Inc. | 17,837 | $2.39M | 0.13% | +1,162+7.0% | Added |
| Andra AP-fonden | 17,800 | $2.39M | 0.07% | −6,700−27.3% | Reduced |
| Twelve Points Wealth Management LLC | 17,756 | $2.38M | 1.62% | +417+2.4% | Added |
| Gibson Wealth Advisors LLC | 18,724 | $2.38M | 0.05% | +18,724 | New |
| BCGM Wealth Management, LLC | 17,716 | $2.38M | 1.16% | +664+3.9% | Added |
| F/M Investments LLC | 17,714 | $2.38M | 2.88% | +17,714 | New |
| Aries Wealth Management | 17,666 | $2.37M | 1.02% | +1,217+7.4% | Added |
| Wrapmanager Inc | 17,654 | $2.37M | 0.76% | +147+0.8% | Added |
| Heritage Wealth Advisors | 17,648 | $2.37M | 0.14% | −509−2.8% | Reduced |
| Lederer & Associates Investment Counsel | 17,618 | $2.36M | 1.93% | −752−4.1% | Reduced |
| Pegasus Partners Ltd. | 17,602 | $2.36M | 0.39% | −5,641−24.3% | Reduced |
| L & S Advisors Inc | 17,539 | $2.35M | 0.44% | +94+0.5% | Added |
| Loudon Investment Management, LLC | 17,539 | $2.35M | 1.70% | +2,648+17.8% | Added |
| VisionPoint Advisory Group, LLC | 16,486 | $2.35M | 0.97% | +13,848+524.9% | Added |
| Aspen Investment Management Inc | 17,523 | $2.35M | 1.54% | +1,723+10.9% | Added |
| Bowman & Co S.C. | 17,502 | $2.35M | 1.82% | +1,340+8.3% | Added |
| Mattern Wealth Management LLC | 17,442 | $2.34M | 0.95% | +325+1.9% | Added |
| Cedar Brook Financial Partners, LLC | 17,394 | $2.33M | 0.66% | +444+2.6% | Added |
| Archford Capital Strategies, LLC | 17,364 | $2.33M | 0.54% | +579+3.4% | Added |
| Martin & Co Inc | 17,359 | $2.33M | 0.61% | +295+1.7% | Added |
| Owen LaRue, LLC | 17,043 | $2.32M | 2.51% | +17,043 | New |
| Liberty One Investment Management, LLC | 17,322 | $2.32M | 0.33% | +1,291+8.1% | Added |