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 |
|---|---|---|---|---|---|
| Stonebridge Capital Advisors LLC | 146,609 | $19.7M | 2.33% | +5,991+4.3% | Added |
| Evergreen Capital Management LLC | 146,085 | $19.6M | 0.92% | −9,604−6.2% | Reduced |
| Illinois Municipal Retirement Fund | 145,700 | $19.5M | 0.44% | +4,817+3.4% | Added |
| Foster Dykema Cabot & Co Inc | 144,841 | $19.4M | 2.72% | +3,384+2.4% | Added |
| Alberta Investment Management Corp | 143,702 | $19.3M | 0.17% | −93,868−39.5% | Reduced |
| Waverton Investment Management Ltd | 142,780 | $19.1M | 0.70% | +11,161+8.5% | Added |
| Neville Rodie & Shaw Inc | 142,616 | $19.1M | 1.80% | +5,151+3.7% | Added |
| Patten & Patten Inc | 142,503 | $19.1M | 1.73% | +1,205+0.9% | Added |
| Dakota Wealth Management | 142,075 | $19.1M | 1.36% | +62,727+79.1% | Added |
| Edmond de Rothschild Holding S.A. | 141,904 | $19.0M | 0.45% | −84,317−37.3% | Reduced |
| Resources Management Corp | 141,782 | $19.0M | 3.00% | −590.0% | Reduced |
| Private Asset Management Inc | 140,737 | $18.9M | 3.20% | −1,261−0.9% | Reduced |
| Narwhal Capital Management | 140,433 | $18.8M | 2.51% | +2,152+1.6% | Added |
| Azimuth Capital Investment Management LLC | 140,414 | $18.8M | 0.95% | −6,558−4.5% | Reduced |
| Equitable Holdings, Inc. | 140,235 | $18.8M | 0.33% | +299+0.2% | Added |
| New Mexico Educational Retirement Board | 140,050 | $18.8M | 1.01% | −10,100−6.7% | Reduced |
| Bollard Group LLC | 139,241 | $18.7M | 0.71% | −491−0.4% | Reduced |
| Steel Peak Wealth Management LLC | 137,959 | $18.5M | 1.36% | +9,649+7.5% | Added |
| BLB&B Advisors, LLC | 137,866 | $18.5M | 1.43% | −3,134−2.2% | Reduced |
| Shell Asset Management Co | 137,569 | $18.4M | 0.81% | +44,183+47.3% | Added |
| Northeast Financial Consultants Inc | 137,086 | $18.4M | 1.24% | −34,351−20.0% | Reduced |
| Rbo & Co LLC | 136,767 | $18.3M | 3.24% | +109+0.1% | Added |
| Northwest & Ethical Investments L.P. | 136,630 | $18.3M | 0.63% | +29,987+28.1% | Added |
| Courant Investment Management LLC | 136,592 | $18.3M | 17.82% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 136,114 | $18.3M | 0.76% | +9,803+7.8% | Added |
| Moors & Cabot, Inc. | 135,603 | $18.2M | 1.27% | −2,528−1.8% | Reduced |
| Advisor Partners II, LLC | 135,551 | $18.2M | 1.13% | +14,735+12.2% | Added |
| Willis Investment Counsel | 134,680 | $18.1M | 1.16% | 00.0% | Unchanged |
| Bank of the West | 134,457 | $18.0M | 2.12% | −1,539−1.1% | Reduced |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 134,890 | $18.0M | 1.48% | −41,100−23.4% | Reduced |
| Albion Financial Group | 133,897 | $18.0M | 1.73% | +1,366+1.0% | Added |
| Callahan Advisors, LLC | 133,158 | $17.9M | 2.44% | +811+0.6% | Added |
| Osborne Partners Capital Management, LLC | 132,940 | $17.8M | 1.40% | −3,048−2.2% | Reduced |
| Banque Pictet & Cie SA | 132,705 | $17.8M | 0.19% | −10,205−7.1% | Reduced |
| Noesis Capital Mangement Corp | 132,313 | $17.7M | 5.04% | +594+0.5% | Added |
| Hi-Line Capital Management, LLC | 132,053 | $17.7M | 5.46% | +845+0.6% | Added |
| Bourgeon Capital Management LLC | 132,024 | $17.7M | 4.34% | +1,524+1.2% | Added |
| Adviser Investments LLC | 126,516 | $17.7M | 0.44% | −15,227−10.7% | Reduced |
| Kanawha Capital Management LLC | 131,429 | $17.6M | 1.73% | +2,348+1.8% | Added |
| Guardian Capital Advisors LP | 125,302 | $17.5M | 1.98% | +70+0.1% | Added |
| Kempen Capital Management N.V. | 130,292 | $17.5M | 0.51% | +124,020+1,977.4% | Added |
| First American Bank | 130,066 | $17.4M | 1.67% | +1,461+1.1% | Added |
| Curi Capital | 129,819 | $17.4M | 2.45% | −1,154−0.9% | Reduced |
| Jupiter Asset Management Ltd | 129,723 | $17.4M | 0.25% | −22,942−15.0% | Reduced |
| Linscomb & Williams, Inc. | 129,644 | $17.4M | 0.88% | +1,600+1.2% | Added |
| Rempart Asset Management Inc. | 128,836 | $17.3M | 4.07% | +1,105+0.9% | Added |
| Banque Cantonale Vaudoise | 127,319 | $17.1M | 0.89% | +8,154+6.8% | Added |
| WSFS Capital Management, LLC | 127,073 | $17.0M | 1.84% | +122,730+2,825.9% | Added |
| Valeo Financial Advisors, LLC | 151,114 | $17.0M | 0.93% | +2,459+1.7% | Added |
| Miramar Capital, LLC | 126,626 | $17.0M | 4.45% | +574+0.5% | Added |
| Optiver Holding B.V. | 126,604 | $17.0M | 1.03% | +126,604 | New |
| First Long Island Investors, LLC | 126,606 | $17.0M | 1.78% | −3,768−2.9% | Reduced |
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. | 125,969 | $16.9M | 7.34% | −473−0.4% | Reduced |
| GWM Advisors LLC | 325,768 | $16.9M | 0.46% | +37,839+13.1% | Added |
| Steigerwald, Gordon & Koch Inc. | 125,749 | $16.9M | 2.68% | +2,137+1.7% | Added |
| HB Wealth Management, LLC | 125,733 | $16.9M | 0.31% | +20,769+19.8% | Added |
| Birch Hill Investment Advisors LLC | 125,511 | $16.8M | 1.07% | +1,172+0.9% | Added |
| Cannell Peter B & Co Inc | 125,360 | $16.8M | 0.60% | +18,547+17.4% | Added |
| Allstate Corp | 124,964 | $16.8M | 0.51% | +2,099+1.7% | Added |
| Allstate Investment Management Co | 124,964 | $16.8M | 0.51% | +124,964 | New |
| Forbes J M & Co LLP | 124,275 | $16.7M | 2.41% | −2,801−2.2% | Reduced |
| NewEdge Wealth, LLC | 124,034 | $16.6M | 0.72% | +7,982+6.9% | Added |
| KMG Fiduciary Partners, LLC | 123,943 | $16.6M | 2.73% | +3,033+2.5% | Added |
| Achmea Investment Management B.V. | 132,169 | $16.6M | 0.56% | −7,228−5.2% | Reduced |
| Kiwi Wealth Investments Limited Partnership | 123,816 | $16.6M | 1.10% | −32,925−21.0% | Reduced |
| Bailard, Inc. | 123,690 | $16.6M | 0.63% | +4,791+4.0% | Added |
| Culbertson A N & Co Inc | 123,157 | $16.5M | 3.48% | −204−0.2% | Reduced |
| Alley Investment Management Company, LLC | 122,878 | $16.5M | 2.83% | −1,584−1.3% | Reduced |
| PGGM Investments | 120,968 | $16.2M | 0.28% | −903−0.7% | Reduced |
| Meridian Wealth Management, LLC | 120,866 | $16.2M | 1.59% | +8,596+7.7% | Added |
| Acadian Asset Management LLC | 120,905 | $16.2M | 0.08% | −40,892−25.3% | Reduced |
| Motco | 120,850 | $16.2M | 1.20% | −3,830−3.1% | Reduced |
| Financial Partners Capital Management LLC | 120,133 | $16.1M | 3.59% | −245−0.2% | Reduced |
| TD Private Client Wealth LLC | 118,858 | $15.9M | 0.75% | +1,791+1.5% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 118,669 | $15.9M | 0.60% | +5,905+5.2% | Added |
| PEAK6 Investments LLC | 118,290 | $15.9M | 0.87% | −49,926−29.7% | Reduced |
| Bank Hapoalim BM | 117,264 | $15.7M | 1.96% | −6,005−4.9% | Reduced |
| Stillwater Capital Advisors, LLC | 117,128 | $15.7M | 3.31% | −1,185−1.0% | Reduced |
| TruWealth Advisors, LLC | 117,054 | $15.7M | 1.53% | +3,189+2.8% | Added |
| Advisory Services Network, LLC | 116,877 | $15.7M | 0.48% | +16,184+16.1% | Added |
| Wedbush Securities Inc | 116,859 | $15.7M | 0.86% | −1,251−1.1% | Reduced |
| Bridgeway Capital Management, LLC | 115,350 | $15.5M | 0.40% | +37,355+47.9% | Added |
| Atlantic Union Bankshares Corp | 115,192 | $15.4M | 1.65% | −7,130−5.8% | Reduced |
| United Asset Strategies, Inc. | 114,125 | $15.3M | 2.13% | +2,019+1.8% | Added |
| Nan Shan Life Insurance Co., Ltd. | 113,990 | $15.3M | 0.42% | −232,943−67.1% | Reduced |
| Drexel Morgan & Co. | 112,950 | $15.1M | 3.11% | 00.0% | Unchanged |
| Adell Harriman & Carpenter Inc | 112,382 | $15.1M | 1.73% | +4,198+3.9% | Added |
| Cresset Asset Management, LLC | 131,989 | $15.0M | 0.19% | −70−0.1% | Reduced |
| Congress Asset Management Co | 112,015 | $15.0M | 0.15% | +1,044+0.9% | Added |
| Canandaigua National Corp | 111,860 | $15.0M | 2.55% | +1,362+1.2% | Added |
| J.P. Marvel Investment Advisors, LLC | 111,676 | $15.0M | 3.51% | 00.0% | Unchanged |
| Gillespie Robinson & Grimm Inc | 111,544 | $15.0M | 1.53% | +773+0.7% | Added |
| TownSquare Capital, LLC | 111,157 | $14.9M | 0.37% | +3,958+3.7% | Added |
| Applied Finance Capital Management, LLC | 111,107 | $14.9M | 1.94% | +111,107 | New |
| Ally Financial Inc. | 111,000 | $14.9M | 2.32% | 00.0% | Unchanged |
| Webster Bank, N. A. | 110,725 | $14.8M | 2.01% | −3,470−3.0% | Reduced |
| Resources Investment Advisors, LLC. | 110,473 | $14.8M | 0.43% | +42,792+63.2% | Added |
| Bright Rock Capital Management, LLC | 110,000 | $14.8M | 3.82% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 109,595 | $14.7M | 0.26% | +6,444+6.2% | Added |
| Texas Yale Capital Corp. | 109,550 | $14.7M | 0.84% | −500.0% | Reduced |