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 |
|---|---|---|---|---|---|
| Bokf, NA | 300,237 | $40.3M | 0.74% | −24,207−7.5% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 300,225 | $40.3M | 0.69% | +24,059+8.7% | Added |
| Fiduciary Trust Co | 297,590 | $39.9M | 0.78% | −5,599−1.8% | Reduced |
| South Dakota Investment Council | 297,587 | $39.9M | 0.89% | +7,120+2.5% | Added |
| Roffman Miller Associates Inc | 294,969 | $39.6M | 3.26% | +259+0.1% | Added |
| Beacon Investment Advisory Services, Inc. | 292,558 | $39.2M | 2.01% | +2,102+0.7% | Added |
| Meitav Dash Investments Ltd | 287,309 | $38.4M | 0.66% | −57,309−16.6% | Reduced |
| HM Payson & Co | 286,383 | $38.4M | 0.96% | −45,966−13.8% | Reduced |
| PM Capital Ltd | 284,889 | $38.2M | 8.03% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 283,347 | $38.0M | 3.37% | −2,668−0.9% | Reduced |
| Advisors Asset Management, Inc. | 281,451 | $37.7M | 0.78% | −23,621−7.7% | Reduced |
| ZWJ Investment Counsel Inc | 280,088 | $37.6M | 2.12% | −604−0.2% | Reduced |
| Daiwa Securities Group Inc. | 280,082 | $37.6M | 0.29% | +18,490+7.1% | Added |
| Sabal Trust CO | 278,700 | $37.4M | 2.54% | +1,269+0.5% | Added |
| First Manhattan Co | 276,937 | $36.9M | 0.14% | −3,667−1.3% | Reduced |
| Destination Wealth Management | 273,326 | $36.7M | 1.46% | −4,032−1.5% | Reduced |
| Wafra Inc. | 272,398 | $36.5M | 1.40% | +70,473+34.9% | Added |
| Stephens Inc | 271,937 | $36.5M | 0.75% | −5,279−1.9% | Reduced |
| Ossiam | 269,032 | $36.1M | 0.94% | +23,866+9.7% | Added |
| Argent Trust Co | 268,826 | $36.0M | 2.38% | +19,074+7.6% | Added |
| Nexus Investment Management ULC | 265,372 | $35.6M | 4.02% | −700−0.3% | Reduced |
| McDonald Capital Investors Inc | 264,562 | $35.5M | 2.95% | −6,215−2.3% | Reduced |
| Taurus Asset Management, LLC | 264,175 | $35.4M | 4.50% | −4,096−1.5% | Reduced |
| Barr E S & Co | 262,238 | $35.2M | 2.92% | −4,245−1.6% | Reduced |
| Searle & Co. | 261,117 | $35.0M | 11.94% | 00.0% | Unchanged |
| British Columbia Investment Management Corp | 260,244 | $34.9M | 0.38% | −30,810−10.6% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 258,436 | $34.7M | 1.86% | +18,299+7.6% | Added |
| Two Sigma Advisers, LP | 257,700 | $34.6M | 0.10% | −3,830,600−93.7% | Reduced |
| Parsec Financial Management, Inc. | 257,374 | $34.5M | 1.54% | −13,730−5.1% | Reduced |
| Cornerstone Advisors, LLC | 257,000 | $34.5M | 1.70% | 00.0% | Unchanged |
| Polar Capital Holdings Plc | 255,973 | $34.3M | 0.27% | +25,769+11.2% | Added |
| First National Trust Co | 255,268 | $34.2M | 1.81% | +2,395+0.9% | Added |
| Chartwell Investment Partners, LLC | 255,000 | $34.2M | 1.35% | −21,787−7.9% | Reduced |
| MBB Public Markets I LLC | 254,298 | $34.1M | 0.95% | +460.0% | Added |
| First National Bank of Omaha | 253,923 | $34.1M | 2.10% | −6,488−2.5% | Reduced |
| Meyer Handelman Co | 249,007 | $33.4M | 1.40% | +536+0.2% | Added |
| Adams Diversified Equity Fund, Inc. | 247,887 | $33.2M | 1.59% | +123,187+98.8% | Added |
| Ilmarinen Mutual Pension Insurance Co | 247,869 | $33.2M | 0.51% | +247,869 | New |
| Lockheed Martin Investment Management Co | 244,610 | $32.8M | 2.18% | +9,050+3.8% | Added |
| Wealthfront Advisers LLC | 244,421 | $32.8M | 0.16% | +17,081+7.5% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 243,814 | $32.7M | 0.48% | +25,232+11.5% | Added |
| Ingalls & Snyder LLC | 242,969 | $32.6M | 1.78% | −954−0.4% | Reduced |
| Securian Asset Management, Inc | 241,140 | $32.3M | 0.90% | −2,516−1.0% | Reduced |
| Fishman Jay A Ltd | 240,889 | $32.3M | 4.54% | +165+0.1% | Added |
| Prudential PLC | 240,284 | $32.2M | 0.40% | +74,205+44.7% | Added |
| Tocqueville Asset Management L.P. | 239,881 | $32.2M | 0.61% | −1,671−0.7% | Reduced |
| Bryn Mawr Trust Co | 239,737 | $32.1M | 1.46% | −5,723−2.3% | Reduced |
| Hosking Partners LLP | 238,904 | $32.0M | 1.30% | +116,556+95.3% | Added |
| Venture Visionary Partners LLC | 238,294 | $32.0M | 2.31% | +10,550+4.6% | Added |
| Heritage Investors Management Corp | 237,044 | $31.8M | 1.45% | +612+0.3% | Added |
| Busey Wealth Management | 236,734 | $31.7M | 1.43% | −6,024−2.5% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 236,189 | $31.7M | 1.27% | +2,449+1.0% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 235,727 | $31.6M | 0.73% | −7,010−2.9% | Reduced |
| Johnson Investment Counsel Inc | 235,372 | $31.6M | 0.43% | +21,401+10.0% | Added |
| Capital International Ltd | 233,737 | $31.3M | 2.16% | +23,834+11.4% | Added |
| First Foundation Advisors | 231,996 | $31.1M | 1.49% | −14,088−5.7% | Reduced |
| Walleye Trading LLC | 230,928 | $31.0M | 0.78% | −21,658−8.6% | Reduced |
| Kentucky Retirement Systems | 230,563 | $30.9M | 1.22% | +1,007+0.4% | Added |
| Alpha Cubed Investments, LLC | 230,544 | $30.9M | 2.34% | −96,587−29.5% | Reduced |
| Crestwood Advisors Group LLC | 230,244 | $30.9M | 1.05% | −6,420−2.7% | Reduced |
| Central Securities Corp | 230,000 | $30.8M | 3.99% | 00.0% | Unchanged |
| Cetera Advisors LLC | 229,620 | $30.8M | 0.56% | +2,683+1.2% | Added |
| Maryland State Retirement & Pension System | 228,866 | $30.7M | 0.90% | +228,866 | New |
| Gradient Investments LLC | 228,484 | $30.6M | 0.97% | −38,241−14.3% | Reduced |
| Private Wealth Partners, LLC | 227,192 | $30.5M | 3.49% | +491+0.2% | Added |
| Elo Mutual Pension Insurance Co | 227,019 | $30.4M | 1.04% | +6,429+2.9% | Added |
| Oregon Public Employees Retirement Fund | 226,390 | $30.4M | 0.39% | +2,247+1.0% | Added |
| Candriam Luxembourg S.C.A. | 226,097 | $30.3M | 0.20% | −139,972−38.2% | Reduced |
| NorthCrest Asset Manangement, LLC | 226,030 | $30.3M | 1.72% | −12,771−5.3% | Reduced |
| Flputnam Investment Management Co | 225,304 | $30.2M | 1.10% | −1,651−0.7% | Reduced |
| Baker Avenue Asset Management, LP | 224,377 | $30.1M | 1.80% | −3,916−1.7% | Reduced |
| Klingenstein Fields & Co LP | 223,041 | $29.9M | 1.55% | −3,764−1.7% | Reduced |
| Galvin, Gaustad & Stein, LLC | 221,223 | $29.7M | 2.99% | −9,379−4.1% | Reduced |
| Old National Bancorp | 220,385 | $29.6M | 0.93% | −8,779−3.8% | Reduced |
| Sequoia Financial Advisors, LLC | 220,253 | $29.5M | 0.73% | +58,183+35.9% | Added |
| Atria Investments LLC | 220,228 | $29.5M | 0.61% | +9,742+4.6% | Added |
| Clifford Swan Investment Counsel LLC | 219,967 | $29.5M | 1.28% | +468+0.2% | Added |
| First Horizon Advisors, Inc. | 219,808 | $29.5M | 1.09% | −3,378−1.5% | Reduced |
| Mill Capital Management, LLC | 219,448 | $29.4M | 3.23% | −131−0.1% | Reduced |
| Matrix Asset Advisors Inc | 219,020 | $29.4M | 4.42% | −2,258−1.0% | Reduced |
| Spears Abacus Advisors LLC | 218,928 | $29.4M | 2.80% | −33,497−13.3% | Reduced |
| Stewart & Patten Co LLC | 218,880 | $29.4M | 5.11% | +685+0.3% | Added |
| Salem Investment Counselors Inc | 216,990 | $29.1M | 1.25% | +2,579+1.2% | Added |
| Markel Group Inc.SuperinvestorMarkel Group | 216,550 | $29.0M | 0.39% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 215,233 | $28.9M | 2.77% | +1,320+0.6% | Added |
| Schwerin Boyle Capital Management Inc | 214,876 | $28.8M | 2.91% | −2,600−1.2% | Reduced |
| Ieq Capital, LLC | 213,839 | $28.7M | 0.80% | +9,934+4.9% | Added |
| Manitou Investment Management Ltd. | 213,756 | $28.7M | 5.08% | +587+0.3% | Added |
| Hartford Investment Management Co | 213,206 | $28.6M | 0.87% | −81,612−27.7% | Reduced |
| Highland Capital Management, LLC | 212,866 | $28.5M | 2.02% | −3,998−1.8% | Reduced |
| Absher Wealth Management, LLC | 212,700 | $28.5M | 5.23% | +7,155+3.5% | Added |
| Pictet & Cie (Europe) SA | 211,610 | $28.4M | 1.39% | +5,000+2.4% | Added |
| Chilton Capital Management LLC | 211,366 | $28.3M | 1.76% | −4,883−2.3% | Reduced |
| Stratos Wealth Partners, LTD. | 210,731 | $28.3M | 0.72% | −8,303−3.8% | Reduced |
| Wade G W & Inc | 209,405 | $28.1M | 1.15% | +14,392+7.4% | Added |
| MMBG Investment Advisors Co. | 209,374 | $28.1M | 3.72% | −8,265−3.8% | Reduced |
| Northeast Investment Management | 209,228 | $28.1M | 1.79% | +1,078+0.5% | Added |
| Howard Capital Management Group, LLC | 208,983 | $28.0M | 3.36% | −850−0.4% | Reduced |
| Chesley Taft & Associates LLC | 208,537 | $28.0M | 1.93% | +699+0.3% | Added |
| Smith, Salley & Associates | 207,886 | $27.9M | 2.38% | +494+0.2% | Added |