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 | 5,103 | $572.1B |
| Q4 2025 | 5,155 | $639.5B |
| Q3 2025 | 4,766 | $618.0B |
| Q2 2025 | 4,753 | $582.4B |
| Q1 2025 | 4,680 | $494.6B |
| Q4 2024 | 4,680 | $490.0B |
| Q3 2024 | 4,216 | $429.4B |
| Q2 2024 | 4,182 | $416.2B |
| Q1 2024 | 4,121 | $414.5B |
| Q4 2023 | 4,002 | $351.8B |
| Q3 2023 | 3,711 | $297.0B |
| Q2 2023 | 3,673 | $297.6B |
| Q1 2023 | 3,613 | $266.3B |
| Q4 2022 | 3,629 | $278.3B |
| Q3 2022 | 3,396 | $212.9B |
| Q2 2022 | 3,428 | $229.3B |
| Q1 2022 | 3,520 | $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 |
|---|---|---|---|---|---|
| Employees Retirement System of Texas | 458,350 | $61.5M | 0.89% | 00.0% | Unchanged |
| CCLA Investment Management Ltd | 456,208 | $61.2M | 1.38% | −74,814−14.1% | Reduced |
| Berkshire Asset Management LLC | 453,841 | $60.9M | 3.90% | +2,741+0.6% | Added |
| Gabelli Funds LLC | 453,517 | $60.8M | 0.47% | +1,450+0.3% | Added |
| E. Ohman J:or Asset Management AB | 453,231 | $60.8M | 2.66% | −2,600−0.6% | Reduced |
| Capital Advisors Inc | 449,175 | $60.2M | 1.71% | +62,839+16.3% | Added |
| Omers Administration Corp | 446,464 | $59.9M | 0.96% | 00.0% | Unchanged |
| InterOcean Capital Group, LLC | 441,508 | $59.2M | 2.17% | +11,060+2.6% | Added |
| Mutual of America Capital Management LLC | 439,262 | $58.9M | 0.73% | +11,997+2.8% | Added |
| Ninety One UK Ltd | 438,900 | $58.9M | 0.19% | −74,371−14.5% | Reduced |
| Investment Management Corp of Ontario | 433,267 | $58.1M | 2.83% | +53,267+14.0% | Added |
| Stock Yards Bank & Trust Co | 431,247 | $57.8M | 2.27% | +1,041+0.2% | Added |
| RNC Capital Management LLC | 430,551 | $57.7M | 3.24% | −10,708−2.4% | Reduced |
| SEI Investments Co | 430,361 | $57.7M | 0.13% | −226,052−34.4% | Reduced |
| Capital International Inc | 430,226 | $57.7M | 1.25% | +7,325+1.7% | Added |
| Prio Wealth Limited Partnership | 423,829 | $56.8M | 2.28% | +5,288+1.3% | Added |
| Pinnacle Associates Ltd | 422,205 | $56.6M | 1.23% | +6,762+1.6% | Added |
| Glenview Trust Co | 421,208 | $56.5M | 1.87% | +18,310+4.5% | Added |
| Abrams Bison Investments, LLC | 420,000 | $56.3M | 6.01% | +420,000 | New |
| Texas Permanent School Fund | 416,407 | $55.8M | 0.85% | +1,811+0.4% | Added |
| Atalanta Sosnoff Capital, LLC | 415,817 | $55.8M | 1.72% | +413,074+15,059.2% | Added |
| New York Life Investment Management LLC | 415,597 | $55.7M | 0.64% | +421+0.1% | Added |
| Commerzbank Aktiengesellschaft | 414,191 | $55.5M | 3.46% | +147,822+55.5% | Added |
| Dodge & Cox | 414,000 | $55.5M | 0.04% | −38,360−8.5% | Reduced |
| Teachers Retirement System of the State of Kentucky | 411,843 | $55.2M | 0.58% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 410,593 | $55.1M | 0.68% | +3,595+0.9% | Added |
| Abeille Asset Management SA | 367,362 | $55.0M | 2.83% | −88,066−19.3% | Reduced |
| Becker Capital Management Inc | 408,835 | $54.8M | 2.55% | +4,074+1.0% | Added |
| Madison Asset Management, LLC | 407,325 | $54.6M | 0.86% | +6,923+1.7% | Added |
| Seizert Capital Partners, LLC | 403,982 | $54.2M | 2.88% | −7,741−1.9% | Reduced |
| RMB Capital Management, LLC | 401,831 | $53.9M | 1.92% | +5,842+1.5% | Added |
| Locust Wood Capital Advisers, LLC | 401,303 | $53.8M | 3.77% | +11,992+3.1% | Added |
| Cantor Fitzgerald, L. P. | 400,789 | $53.7M | 1.16% | −2,606−0.6% | Reduced |
| Guidance Point Advisors, LLC | 400,578 | $53.7M | 22.75% | +40.0% | Added |
| Capital Group Investment Management Pte. Ltd. | 394,942 | $53.0M | 2.04% | +394,942 | New |
| Synovus Financial Corp | 392,912 | $52.7M | 0.60% | +3,117+0.8% | Added |
| Associated Banc-Corp | 392,284 | $52.6M | 2.19% | +3,171+0.8% | Added |
| Waters Parkerson & Co., LLC | 389,896 | $52.3M | 3.15% | −948−0.2% | Reduced |
| Avalon Investment & Advisory | 388,624 | $52.1M | 1.48% | −11,925−3.0% | Reduced |
| Gamco Investors, Inc. Et Al | 386,316 | $51.8M | 0.56% | −1,039−0.3% | Reduced |
| Cambiar Investors LLC | 382,796 | $51.3M | 2.34% | −11,209−2.8% | Reduced |
| Nicholas Company, Inc. | 382,470 | $51.3M | 1.10% | −850.0% | Reduced |
| Smith Chas P & Associates Pa Cpas | 381,881 | $51.2M | 3.64% | +1,372+0.4% | Added |
| TCTC Holdings, LLC | 381,338 | $51.1M | 2.08% | +4,132+1.1% | Added |
| Davis R M Inc | 380,386 | $51.0M | 1.37% | −7,133−1.8% | Reduced |
| Xponance, Inc. | 378,879 | $50.8M | 0.82% | +61,946+19.5% | Added |
| Cambridge Trust Co | 377,351 | $50.6M | 2.26% | −10,713−2.8% | Reduced |
| D.A. Davidson & Co. | 376,103 | $50.4M | 0.59% | +4,193+1.1% | Added |
| ArrowMark Colorado Holdings LLC | 373,371 | $50.1M | 0.60% | +1000.0% | Added |
| Country Trust Bank | 372,318 | $49.9M | 1.48% | −7,547−2.0% | Reduced |
| Private Management Group Inc | 370,446 | $49.7M | 2.20% | −494−0.1% | Reduced |
| Vaughan David Investments LLC | 370,001 | $49.6M | 1.48% | +204+0.1% | Added |
| Advisors Capital Management, LLC | 365,093 | $49.0M | 1.33% | +7,925+2.2% | Added |
| Jane Street Group, LLC | 362,705 | $48.6M | 0.09% | −264,323−42.2% | Reduced |
| Swiss Life Asset Management Ltd | 359,686 | $48.3M | 0.81% | +2,890+0.8% | Added |
| Washington Trust Co | 359,179 | $48.2M | 2.24% | −14,724−3.9% | Reduced |
| Alyeska Investment Group, L.P. | 356,968 | $47.9M | 0.50% | +356,968 | New |
| Brandes Investment Partners, LP | 356,556 | $47.8M | 1.34% | −44,393−11.1% | Reduced |
| Border to Coast Pensions Partnership Ltd | 354,938 | $47.6M | 1.53% | 00.0% | Unchanged |
| PFS Investments Inc. | 354,908 | $47.6M | 0.89% | +63,632+21.8% | Added |
| Principle Wealth Partners LLC | 354,048 | $47.5M | 5.38% | +2,981+0.8% | Added |
| Oppenheimer & Co Inc | 351,761 | $47.2M | 1.07% | −7,997−2.2% | Reduced |
| Foundry Partners, LLC | 349,761 | $46.9M | 2.59% | −5,185−1.5% | Reduced |
| Miller Value Partners, LLC | 349,181 | $46.8M | 3.02% | −42,622−10.9% | Reduced |
| Vontobel Holding Ltd. | 351,717 | $46.6M | 0.47% | +46,352+15.2% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 347,184 | $46.6M | 0.17% | +68,833+24.7% | Added |
| Guggenheim Capital LLC | 346,701 | $46.5M | 0.41% | +46,680+15.6% | Added |
| SG Americas Securities, LLC | 344,291 | $46.2M | 0.68% | −105,708−23.5% | Reduced |
| Beacon Pointe Advisors, LLC | 343,911 | $46.1M | 0.89% | +23,937+7.5% | Added |
| Czech National Bank | 343,526 | $46.1M | 1.22% | +3,012+0.9% | Added |
| Cetera Advisor Networks LLC | 342,254 | $45.9M | 0.37% | +73,989+27.6% | Added |
| Cetera Investment Advisers | 342,142 | $45.9M | 0.43% | +144,179+72.8% | Added |
| JTC Employer Solutions Trusteee Ltd | 342,103 | $45.9M | 3.93% | −30,500−8.2% | Reduced |
| Global Frontier Investments LLC | 339,000 | $45.5M | 19.99% | 00.0% | Unchanged |
| Deprince Race & Zollo Inc | 337,502 | $45.3M | 1.04% | −2,551−0.8% | Reduced |
| Henshaw Capital LLC | 337,139 | $45.2M | 3.01% | −10,521−3.0% | Reduced |
| AE Wealth Management LLC | 337,068 | $45.2M | 0.33% | +29,298+9.5% | Added |
| Mercer Global Advisors Inc | 336,522 | $45.1M | 0.23% | +34,068+11.3% | Added |
| Carnegie Capital Asset Management, LLC | 330,453 | $44.3M | 1.91% | +8,410+2.6% | Added |
| Intech Investment Management LLC | 329,010 | $44.1M | 0.33% | −157,931−32.4% | Reduced |
| Eisler Capital (UK) Ltd. | 327,617 | $43.9M | 10.82% | −25,363−7.2% | Reduced |
| Raymond James Trust N.A. | 323,479 | $43.4M | 1.46% | +7,216+2.3% | Added |
| Banco Santander, S.A. | 322,697 | $43.3M | 0.64% | −22,294−6.5% | Reduced |
| Massmutual Trust Co FSB | 321,279 | $43.1M | 1.77% | −4,661−1.4% | Reduced |
| Donaldson Capital Management, LLC | 320,625 | $43.0M | 2.10% | +2,743+0.9% | Added |
| Payden & Rygel | 319,460 | $42.8M | 2.28% | +6,900+2.2% | Added |
| Bridges Investment Management Inc | 318,253 | $42.7M | 1.57% | +5,411+1.7% | Added |
| Ancora Advisors, LLC | 317,521 | $42.6M | 1.24% | +393+0.1% | Added |
| Aristotle Atlantic Partners, LLC | 313,732 | $42.1M | 2.36% | +8,280+2.7% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 311,943 | $41.8M | 0.22% | +244,190+360.4% | Added |
| Westpac Banking Corp | 311,710 | $41.8M | 0.62% | −11,648−3.6% | Reduced |
| MAI Capital Management | 309,872 | $41.6M | 0.70% | −3,725−1.2% | Reduced |
| Welch Group, LLC | 309,585 | $41.5M | 2.37% | +8,467+2.8% | Added |
| Vigilant Capital Management, LLC | 308,581 | $41.4M | 3.54% | −1,670−0.5% | Reduced |
| Man Group plc | 308,404 | $41.4M | 0.15% | +23,787+8.4% | Added |
| Whittier Trust Co of Nevada Inc | 305,407 | $41.0M | 1.62% | +444+0.1% | Added |
| Wesbanco Bank Inc | 303,678 | $40.7M | 1.82% | +20,940+7.4% | Added |
| Conning Inc. | 302,106 | $40.5M | 1.32% | −30,354−9.1% | Reduced |
| Miller Howard Investments Inc | 301,255 | $40.4M | 1.46% | −43,806−12.7% | Reduced |
| Eastern Bank | 300,969 | $40.4M | 2.15% | −2,224−0.7% | Reduced |