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; 5,157 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
- 3,629
- +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
- 1,368 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 | 5,157 | $643.7B |
| Q1 2026 | 5,102 | $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 | 4,679 | $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 | 3,711 | $297.0B |
| Q2 2023 | 3,672 | $297.6B |
| Q1 2023 | 3,612 | $266.3B |
| Q4 2022 | 3,629 | $278.3B |
| Q3 2022 | 3,396 | $212.9B |
| Q2 2022 | 3,428 | $229.3B |
| Q1 2022 | 3,519 | $278.9B |
| Q4 2021 | 3,594 | $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 |
|---|---|---|---|---|---|
| Allspring Global Investments Holdings, LLC | 908,848 | $121.9M | 0.21% | −106,919−10.5% | Reduced |
| Penserra Capital Management LLC | 908,581 | $121.8M | 2.67% | +164,059+22.0% | Added |
| Calamos Advisors LLC | 904,553 | $121.3M | 0.59% | −166,985−15.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 894,913 | $120.0M | 0.18% | −21,359−2.3% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 869,329 | $116.3M | 0.30% | +19,734+2.3% | Added |
| AQR Capital Management LLC | 862,627 | $114.7M | 0.26% | −810,543−48.4% | Reduced |
| Los Angeles Capital Management LLC | 854,940 | $114.6M | 0.56% | +300,015+54.1% | Added |
| Caisse de Depot Et Placement du Quebec | 849,948 | $114.0M | 0.35% | −479,000−36.0% | Reduced |
| Quilter Plc | 837,607 | $112.3M | 3.70% | +24,178+3.0% | Added |
| LSV Asset Management | 835,250 | $112.0M | 0.25% | +797,950+2,139.3% | Added |
| Public Sector Pension Investment Board | 830,281 | $111.3M | 0.89% | −38,169−4.4% | Reduced |
| Clark Capital Management Group, Inc. | 817,995 | $109.7M | 1.01% | +350,249+74.9% | Added |
| Zurich Insurance Group Ltd | 815,307 | $109.3M | 1.56% | +800,307+5,335.4% | Added |
| Teacher Retirement System of Texas | 805,400 | $108.0M | 0.79% | −123,357−13.3% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 800,686 | $107.4M | 0.40% | −9,316−1.2% | Reduced |
| Arizona State Retirement System | 799,043 | $107.2M | 1.03% | +677+0.1% | Added |
| State of Michigan Retirement System | 797,131 | $106.9M | 0.74% | +3,400+0.4% | Added |
| Handelsbanken Fonder AB | 783,043 | $105.0M | 0.66% | +126,318+19.2% | Added |
| Forsta Ap-Fonden | 782,300 | $104.9M | 1.18% | +137,800+21.4% | Added |
| ProShare Advisors LLC | 781,712 | $104.8M | 0.37% | +49,412+6.7% | Added |
| LGT Group Foundation | 775,293 | $104.0M | 3.25% | +108,354+16.2% | Added |
| Compagnie Lombard Odier SCmA | 770,755 | $103.4M | 2.77% | −6,260−0.8% | Reduced |
| Amalgamated Bank | 766,139 | $102.7M | 0.92% | +12,299+1.6% | Added |
| MetLife Investment Management | 765,739 | $102.7M | 0.78% | −12,383−1.6% | Reduced |
| NFJ Investment Group, LLC | 764,694 | $102.5M | 2.69% | −37,121−4.6% | Reduced |
| American International Group, Inc. | 763,818 | $102.4M | 0.72% | −18,708−2.4% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 763,558 | $102.3M | 0.77% | +27,024+3.7% | Added |
| Gofen & Glossberg LLC | 761,830 | $102.2M | 2.63% | −621−0.1% | Reduced |
| Junto Capital Management LP | 761,633 | $102.1M | 2.90% | +64,240+9.2% | Added |
| Nissay Asset Management Corp | 752,151 | $100.9M | 0.96% | +233,195+44.9% | Added |
| Comerica Bank | 710,532 | $100.0M | 0.78% | +3,630+0.5% | Added |
| DnB Asset Management AS | 745,255 | $99.9M | 0.70% | +35,914+5.1% | Added |
| Agf Management Ltd | 744,891 | $99.9M | 0.73% | +744,891 | New |
| Ferguson Wellman Capital Management, Inc | 744,097 | $99.8M | 2.60% | +276,812+59.2% | Added |
| James Hambro & Partners | 739,926 | $99.2M | 7.58% | −12,078−1.6% | Reduced |
| Welch & Forbes LLC | 737,093 | $98.8M | 1.77% | +1,452+0.2% | Added |
| United Capital Financial Advisers, LLC | 730,184 | $97.9M | 0.55% | −6,102−0.8% | Reduced |
| Bartlett & Co. Wealth Management LLC | 725,145 | $97.2M | 1.96% | +5,231+0.7% | Added |
| Bartlett & Co. LLC | 725,145 | $97.2M | 1.96% | +5,231+0.7% | Added |
| Natixis | 717,756 | $96.3M | 0.57% | −1,878,445−72.4% | Reduced |
| Federation des caisses Desjardins du Quebec | 701,617 | $94.1M | 1.11% | −16,495−2.3% | Reduced |
| Manning & Napier Group, LLC | 698,691 | $93.7M | 1.15% | −16,715−2.3% | Reduced |
| Bridgewater Associates, LP | 692,356 | $92.8M | 0.51% | +692,356 | New |
| Oppenheimer Asset Management Inc. | 683,726 | $91.7M | 1.48% | +15,137+2.3% | Added |
| Cooke & Bieler LP | 680,483 | $91.3M | 0.89% | +12,341+1.8% | Added |
| Segall Bryant & Hamill, LLC | 676,217 | $90.7M | 1.01% | −13,132−1.9% | Reduced |
| Robeco Institutional Asset Management B.V. | 670,571 | $89.9M | 0.26% | −20,940−3.0% | Reduced |
| Captrust Financial Advisors | 664,289 | $89.1M | 0.45% | +5,273+0.8% | Added |
| Crawford Investment Counsel Inc | 656,779 | $88.1M | 1.89% | −11,186−1.7% | Reduced |
| MML Investors Services, LLC | 656,385 | $88.0M | 0.58% | +31,309+5.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 649,315 | $87.1M | 0.45% | −1,572−0.2% | Reduced |
| Peapack Gladstone Financial Corp | 646,504 | $86.7M | 1.71% | −24,127−3.6% | Reduced |
| Tredje AP-fonden | 641,002 | $86.0M | 1.47% | +109,627+20.6% | Added |
| Pinnacle Financial Partners Inc | 640,065 | $85.8M | 2.48% | +210,876+49.1% | Added |
| CTC LLC | 633,984 | $85.0M | 2.61% | +597,668+1,645.7% | Added |
| Morningstar Investment Services LLC | 618,699 | $84.2M | 1.15% | −1,899−0.3% | Reduced |
| Whittier Trust Co | 623,374 | $83.6M | 1.63% | +2,579+0.4% | Added |
| Colony Group LLC | 619,619 | $83.1M | 1.17% | +110,478+21.7% | Added |
| Williams Jones Wealth Management, LLC. | 608,739 | $81.6M | 1.37% | −5,993−1.0% | Reduced |
| Evercore Wealth Management, LLC | 604,190 | $81.0M | 1.70% | +6,839+1.1% | Added |
| Argent Capital Management LLC | 591,450 | $79.3M | 2.85% | −3,488−0.6% | Reduced |
| EP Wealth Advisors, LLC | 584,582 | $78.4M | 1.41% | +16,163+2.8% | Added |
| AXA S.A. | 582,727 | $78.1M | 0.28% | +21,908+3.9% | Added |
| Wilkinson Global Asset Management LLC | 558,825 | $74.9M | 6.23% | −7,613−1.3% | Reduced |
| Factory Mutual Insurance Co | 555,625 | $74.5M | 1.13% | +12,724+2.3% | Added |
| Consulta Ltd | 550,000 | $73.8M | 6.33% | +550,000 | New |
| CIBC Asset Management Inc | 537,424 | $72.1M | 0.31% | −299,406−35.8% | Reduced |
| Cornerstone Investment Partners, LLC | 536,848 | $72.0M | 4.63% | −7,822−1.4% | Reduced |
| Lazard Asset Management LLC | 532,180 | $71.4M | 0.10% | +157,455+42.0% | Added |
| Kestra Advisory Services, LLC | 524,086 | $70.3M | 0.62% | +62,359+13.5% | Added |
| IFM Investors Pty Ltd | 523,312 | $70.2M | 1.18% | +16,300+3.2% | Added |
| Stonegate Investment Group, LLC | 522,641 | $70.1M | 3.03% | +5,990+1.2% | Added |
| Ceredex Value Advisors LLC | 521,382 | $69.9M | 1.08% | −36,085−6.5% | Reduced |
| Utah Retirement Systems | 518,069 | $69.5M | 1.10% | −4,900−0.9% | Reduced |
| Industrial Alliance Investment Management Inc. | 514,695 | $69.0M | 1.92% | +130,296+33.9% | Added |
| Tiaa, FSB | 514,195 | $69.0M | 0.27% | −4,838−0.9% | Reduced |
| Connectus Wealth, LLC | 513,314 | $68.8M | 1.81% | −15,437−2.9% | Reduced |
| Boston Private Wealth LLC | 506,074 | $67.9M | 0.92% | −8,868−1.7% | Reduced |
| Fort Washington Investment Advisors Inc | 502,118 | $67.3M | 0.52% | −29,649−5.6% | Reduced |
| Yousif Capital Management, LLC | 499,813 | $67.0M | 0.88% | +16,249+3.4% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 495,812 | $66.5M | 0.56% | +66,867+15.6% | Added |
| TCW Group Inc | 491,167 | $65.9M | 0.94% | +21,620+4.6% | Added |
| Park National Corp | 491,098 | $65.9M | 2.93% | −11,092−2.2% | Reduced |
| Gulf International Bank (UK) Ltd | 490,493 | $65.8M | 1.16% | +4,330+0.9% | Added |
| Staley Capital Advisers Inc | 488,022 | $65.4M | 3.91% | −1,299−0.3% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 487,790 | $65.4M | 1.33% | −1,642−0.3% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 487,755 | $65.4M | 1.74% | +91,405+23.1% | Added |
| Impax Asset Management Group plc | 485,638 | $65.1M | 0.29% | +45,302+10.3% | Added |
| Cullen/Frost Bankers, Inc. | 484,648 | $65.0M | 1.24% | +37,274+8.3% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 483,578 | $64.8M | 0.92% | −34,100−6.6% | Reduced |
| HBK Sorce Advisory LLC | 476,862 | $63.9M | 1.72% | +242,205+103.2% | Added |
| Umb Bank N A | 476,162 | $63.9M | 1.01% | −5,069−1.1% | Reduced |
| Polaris Capital Management, LLC | 472,351 | $63.3M | 2.21% | +5,900+1.3% | Added |
| Beck Mack & Oliver LLC | 471,176 | $63.2M | 1.86% | −21,729−4.4% | Reduced |
| Basswood Capital Management, L.L.C. | 469,496 | $63.0M | 4.65% | −21,504−4.4% | Reduced |
| Marsico Capital Management LLC | 462,993 | $62.1M | 3.21% | +462,993 | New |
| Virginia Retirement Systems Et Al | 460,758 | $61.8M | 0.64% | +5,400+1.2% | Added |
| Financial Counselors Inc | 459,668 | $61.6M | 1.38% | −32,440−6.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 459,138 | $61.6M | 1.05% | +41,030+9.8% | Added |
| USS Investment Management Ltd | 458,731 | $61.5M | 0.88% | −25,706−5.3% | Reduced |