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 |
|---|---|---|---|---|---|
| Fullerton Fund Management Co Ltd. | 206,423 | $27.7M | 2.06% | +195,014+1,709.3% | Added |
| LMCG Investments, LLC | 206,048 | $27.6M | 1.93% | +420+0.2% | Added |
| NS Partners Ltd | 204,355 | $27.4M | 1.65% | −34,337−14.4% | Reduced |
| Cardinal Capital Management, Inc. | 202,787 | $27.2M | 1.53% | +5,821+3.0% | Added |
| Eagle Global Advisors LLC | 202,013 | $27.1M | 1.87% | −617−0.3% | Reduced |
| Hancock Whitney Corp | 201,442 | $27.0M | 1.04% | −451−0.2% | Reduced |
| Front Barnett Associates LLC | 201,295 | $27.0M | 3.41% | −990.0% | Reduced |
| Braun Stacey Associates Inc | 199,288 | $26.7M | 1.52% | +5,134+2.6% | Added |
| Capital Investment Advisors, LLC | 198,800 | $26.7M | 0.81% | +5,124+2.6% | Added |
| Citizens Financial Group Inc | 198,638 | $26.6M | 1.04% | +46,292+30.4% | Added |
| Estabrook Capital Management | 198,601 | $26.6M | 4.58% | −2,086−1.0% | Reduced |
| Shufro Rose & Co LLC | 197,357 | $26.5M | 2.23% | +660+0.3% | Added |
| Brinker Capital Investments, LLC | 197,179 | $26.4M | 0.53% | −8,317−4.0% | Reduced |
| Thomasville National Bank | 197,038 | $26.4M | 3.05% | +776+0.4% | Added |
| Community Trust & Investment Co | 196,152 | $26.3M | 2.39% | −2,631−1.3% | Reduced |
| Janney Capital Management LLC | 195,763 | $26.3M | 1.88% | +5,490+2.9% | Added |
| Capital International Sarl | 194,546 | $26.1M | 1.84% | +42,466+27.9% | Added |
| Atria Wealth Solutions, Inc. | 194,520 | $26.1M | 0.42% | +8,668+4.7% | Added |
| Levin Capital Strategies, L.P. | 194,283 | $26.1M | 3.52% | +1,268+0.7% | Added |
| Nippon Life Global Investors Americas, Inc. | 193,130 | $25.9M | 1.71% | +5,740+3.1% | Added |
| Louisiana State Employees Retirement System | 189,500 | $25.4M | 0.70% | +1,800+1.0% | Added |
| Franklin Street Advisors Inc | 189,167 | $25.4M | 2.41% | +11,590+6.5% | Added |
| Oversea-Chinese Banking CORP Ltd | 185,647 | $24.9M | 1.44% | +185,647 | New |
| National Mutual Insurance Federation of Agricultural Cooperatives | 184,900 | $24.8M | 0.30% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 184,465 | $24.7M | 0.19% | +830.0% | Added |
| Trust Co of Vermont | 184,393 | $24.7M | 1.81% | +13,024+7.6% | Added |
| Maple Capital Management, Inc. | 184,050 | $24.7M | 3.27% | −901−0.5% | Reduced |
| Palisade Capital Management LLC | 183,408 | $24.6M | 0.66% | +702+0.4% | Added |
| Wharton Business Group, LLC | 183,065 | $24.5M | 1.42% | +675+0.4% | Added |
| Hyman Charles D | 182,555 | $24.5M | 1.67% | −250.0% | Reduced |
| Core Alternative Capital | 182,539 | $24.5M | 3.11% | +40,692+28.7% | Added |
| Fort Pitt Capital Group, LLC | 182,480 | $24.5M | 1.00% | +11,966+7.0% | Added |
| Wilsey Asset Management Inc | 180,967 | $24.3M | 5.78% | −831−0.5% | Reduced |
| LaFleur & Godfrey LLC | 180,351 | $24.2M | 4.03% | −28,634−13.7% | Reduced |
| La Banque Postale Asset Management SA | 180,204 | $24.2M | 0.69% | +180,204 | New |
| Ironvine Capital Partners, LLC | 179,768 | $24.1M | 3.12% | +7,718+4.5% | Added |
| Rockland Trust Co | 179,674 | $24.1M | 1.53% | −1,733−1.0% | Reduced |
| Central Trust Co | 179,514 | $24.1M | 0.74% | +1,106+0.6% | Added |
| Oak Associates, Ltd | 178,576 | $23.9M | 2.01% | −9,170−4.9% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 178,177 | $23.9M | 1.84% | +2,293+1.3% | Added |
| American Assets Investment Management, LLC | 177,600 | $23.8M | 2.76% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 177,369 | $23.8M | 0.72% | +43,229+32.2% | Added |
| Marco Investment Management LLC | 176,516 | $23.7M | 2.76% | −2,140−1.2% | Reduced |
| Tower Bridge Advisors | 176,368 | $23.7M | 1.96% | −1,866−1.0% | Reduced |
| Holocene Advisors, LP | 176,119 | $23.6M | 0.15% | +55,911+46.5% | Added |
| Sandy Spring Bank | 175,834 | $23.6M | 1.40% | −5,340−2.9% | Reduced |
| Polaris Wealth Advisory Group, LLC | 168,743 | $23.6M | 1.76% | −9,724−5.4% | Reduced |
| Anchor Capital Advisors LLC | 175,699 | $23.6M | 0.60% | −17,330−9.0% | Reduced |
| KCM Investment Advisors LLC | 174,828 | $23.4M | 1.01% | −727−0.4% | Reduced |
| Appleton Partners Inc | 174,248 | $23.4M | 2.21% | −2,104−1.2% | Reduced |
| Howe & Rusling Inc | 173,869 | $23.3M | 2.92% | +8,524+5.2% | Added |
| Cullinan Associates Inc | 173,417 | $23.3M | 1.29% | −21,358−11.0% | Reduced |
| Veritable, L.P. | 173,390 | $23.3M | 0.42% | +3,862+2.3% | Added |
| Farmers & Merchants Investments Inc | 173,383 | $23.3M | 0.96% | +259+0.1% | Added |
| Verity & Verity, LLC | 172,528 | $23.1M | 3.02% | +10,705+6.6% | Added |
| O'Shaughnessy Asset Management, LLC | 171,916 | $23.1M | 0.38% | +14,493+9.2% | Added |
| Congress Wealth Management LLC | 171,586 | $23.0M | 0.59% | −815−0.5% | Reduced |
| Randolph Co Inc | 171,464 | $23.0M | 3.52% | 00.0% | Unchanged |
| Brookstone Capital Management | 165,878 | $22.9M | 0.46% | +12,997+8.5% | Added |
| Bank of Nova Scotia Trust Co | 170,288 | $22.8M | 2.47% | +509+0.3% | Added |
| Logan Capital Management Inc | 170,238 | $22.8M | 1.17% | +27,060+18.9% | Added |
| Norinchukin Bank, The | 170,062 | $22.8M | 0.49% | −47,714−21.9% | Reduced |
| Blue Chip Partners, Inc. | 169,756 | $22.8M | 2.83% | +195+0.1% | Added |
| Metropolitan Life Insurance Co | 169,657 | $22.8M | 1.02% | −2,083−1.2% | Reduced |
| Lido Advisors, LLC | 168,765 | $22.6M | 0.40% | −72,549−30.1% | Reduced |
| Erste Asset Management GmbH | 167,900 | $22.4M | 0.47% | +1,500+0.9% | Added |
| Moody Lynn & Lieberson, LLC | 166,406 | $22.3M | 2.04% | −1,334−0.8% | Reduced |
| Squarepoint Ops LLC | 166,204 | $22.3M | 0.16% | −101,756−38.0% | Reduced |
| Lowe Brockenbrough & Co Inc | 165,909 | $22.2M | 1.94% | +2,121+1.3% | Added |
| Easterly Investment Partners LLC | 165,907 | $22.2M | 1.92% | −1,668−1.0% | Reduced |
| JustInvest LLC | 165,717 | $22.2M | 0.92% | +11,282+7.3% | Added |
| Arvest Trust Co N A | 165,674 | $22.2M | 1.40% | −1,918−1.1% | Reduced |
| Ziegler Capital Management, LLC | 165,147 | $22.2M | 0.93% | +22,778+16.0% | Added |
| First Fiduciary Investment Counsel, Inc. | 164,199 | $22.0M | 4.82% | −4,715−2.8% | Reduced |
| Carret Asset Management, LLC | 164,022 | $22.0M | 3.04% | +678+0.4% | Added |
| Villere St Denis J & Co LLC | 163,711 | $22.0M | 1.71% | −3,100−1.9% | Reduced |
| South State Corp. | 163,366 | $21.9M | 2.03% | +772+0.5% | Added |
| U.S. Capital Wealth Advisors, LLC | 162,318 | $21.8M | 1.01% | +4,491+2.8% | Added |
| Aptus Capital Advisors, LLC | 161,938 | $21.7M | 0.71% | +8,316+5.4% | Added |
| Brookfield Asset Management Inc. | 161,463 | $21.7M | 0.08% | −149,069−48.0% | Reduced |
| Longbow Finance SA | 161,156 | $21.6M | 2.91% | +161,156 | New |
| Abner Herrman & Brock LLC | 160,118 | $21.5M | 3.30% | +1,909+1.2% | Added |
| Fukoku Mutual Life Insurance Co | 160,100 | $21.5M | 1.81% | +26,000+19.4% | Added |
| Rothschild Investment Corp | 159,889 | $21.4M | 1.97% | −670−0.4% | Reduced |
| National Asset Management, Inc. | 157,808 | $21.2M | 0.59% | +14,020+9.8% | Added |
| Harvest Portfolios Group Inc. | 157,707 | $21.1M | 1.22% | +157,707 | New |
| Kestra Private Wealth Services, LLC | 155,749 | $20.9M | 1.06% | −2,018−1.3% | Reduced |
| Jefferies Financial Group Inc. | 154,167 | $20.7M | 0.35% | +154,167 | New |
| CWM, LLC | 151,913 | $20.4M | 0.15% | +22,803+17.7% | Added |
| Dixon Mitchell Investment Counsel Inc. | 151,612 | $20.3M | 1.36% | +4,225+2.9% | Added |
| Crossmark Global Holdings, Inc. | 151,362 | $20.3M | 0.51% | −89,659−37.2% | Reduced |
| Osher Van de Voorde Investment Management | 151,180 | $20.3M | 5.22% | −6,755−4.3% | Reduced |
| Avantax Advisory Services, Inc. | 151,117 | $20.3M | 0.27% | +6,193+4.3% | Added |
| FineMark National Bank & Trust | 150,900 | $20.2M | 0.91% | +471+0.3% | Added |
| Allen Investment Management LLC | 150,844 | $20.2M | 0.32% | −1,159−0.8% | Reduced |
| Wesleyan Assurance Society | 150,207 | $20.1M | 2.48% | 00.0% | Unchanged |
| Alpine Woods Capital Investors, LLC | 150,156 | $20.1M | 2.93% | −8,182−5.2% | Reduced |
| Parsons Capital Management Inc | 149,288 | $20.0M | 1.67% | +2,157+1.5% | Added |
| Gratus Capital LLC | 149,146 | $20.0M | 1.66% | +61,429+70.0% | Added |
| Jones Financial Companies LLLP | 146,893 | $19.7M | 0.03% | +3,766+2.6% | Added |