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
- 3,628
- +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
- 1,367 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 |
|---|---|---|---|---|---|
| MainStreet Investment Advisors LLC | 109,392 | $14.7M | 1.64% | −2,044−1.8% | Reduced |
| Grassi Investment Management | 109,262 | $14.7M | 1.98% | +30.0% | Added |
| Gluskin Sheff & Assoc Inc | 109,254 | $14.7M | 0.82% | +1,928+1.8% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 109,192 | $14.6M | 1.43% | −1,141−1.0% | Reduced |
| United Services Automobile Association | 108,816 | $14.6M | 0.33% | −6,879−5.9% | Reduced |
| Cabot Wealth Management Inc | 108,710 | $14.6M | 2.46% | −7,571−6.5% | Reduced |
| Sather Financial Group Inc | 108,704 | $14.6M | 1.20% | +101,538+1,416.9% | Added |
| Dearborn Partners LLC | 108,511 | $14.6M | 0.59% | −544−0.5% | Reduced |
| Colonial Trust Advisors | 108,488 | $14.5M | 1.78% | +631+0.6% | Added |
| Perfromance Wealth Partners, LLC | 108,447 | $14.5M | 0.88% | −3,480−3.1% | Reduced |
| Nicola Wealth Management Ltd. | 108,200 | $14.5M | 1.47% | +2,700+2.6% | Added |
| Thompson Siegel & Walmsley LLC | 107,870 | $14.5M | 0.23% | −386−0.4% | Reduced |
| Greenleaf Trust | 107,636 | $14.4M | 0.18% | +9,152+9.3% | Added |
| Vestmark Advisory Solutions, Inc. | 106,824 | $14.3M | 0.70% | +9,471+9.7% | Added |
| ProVise Management Group, LLC | 106,591 | $14.3M | 1.45% | +7,894+8.0% | Added |
| Diversified Trust Co | 106,147 | $14.2M | 0.59% | +2,676+2.6% | Added |
| Brown Brothers Harriman & Co | 105,880 | $14.2M | 0.12% | +20,513+24.0% | Added |
| Woodley Farra Manion Portfolio Management Inc | 105,818 | $14.2M | 1.03% | −1,911−1.8% | Reduced |
| Kingsview Wealth Management, LLC | 105,790 | $14.2M | 0.62% | +3,237+3.2% | Added |
| Anderson Hoagland & Co | 104,934 | $14.1M | 2.06% | −510.0% | Reduced |
| Torray LLC | 105,261 | $14.1M | 2.54% | −95−0.1% | Reduced |
| New England Asset Management Inc | 105,152 | $14.1M | 0.26% | −1,649−1.5% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 105,094 | $14.1M | 1.22% | 00.0% | Unchanged |
| Baxter Bros Inc | 105,062 | $14.1M | 2.32% | −1,140−1.1% | Reduced |
| Talbot Financial, LLC | 104,828 | $14.1M | 2.89% | +104,828 | New |
| W.G. Shaheen & Associates DBA Whitney & Co | 104,476 | $14.0M | 2.57% | +20.0% | Added |
| Fiduciary Group LLC | 104,081 | $14.0M | 1.86% | −1,778−1.7% | Reduced |
| Horizon Investments, LLC | 104,666 | $13.9M | 0.40% | +56,490+117.3% | Added |
| Eagle Rock Investment Company, LLC | 99,407 | $13.9M | 3.20% | +190.0% | Added |
| Sonora Investment Management Group, LLC | 103,402 | $13.9M | 1.26% | +8,888+9.4% | Added |
| SS&H Financial Advisors, Inc. | 103,286 | $13.9M | 6.60% | 00.0% | Unchanged |
| Lincoln National Corp | 103,182 | $13.8M | 0.31% | +2,874+2.9% | Added |
| Trust Co of Virginia | 103,125 | $13.8M | 1.57% | +940+0.9% | Added |
| Bragg Financial Advisors, Inc | 102,695 | $13.8M | 0.84% | +3,469+3.5% | Added |
| Transform Wealth, LLC | 102,431 | $13.7M | 1.54% | +20,959+25.7% | Added |
| Rothschild Capital Partners, LLC | 103,102 | $13.7M | 5.81% | +430.0% | Added |
| First American Trust, FSB | 101,645 | $13.6M | 2.11% | +3,295+3.4% | Added |
| United Bank | 101,461 | $13.6M | 1.91% | +113+0.1% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 101,392 | $13.6M | 1.56% | 00.0% | Unchanged |
| First Financial Bank - Trust Division | 101,199 | $13.6M | 1.47% | −1,746−1.7% | Reduced |
| Middleton & Co Inc | 101,186 | $13.6M | 2.01% | −3,387−3.2% | Reduced |
| James Investment Research Inc | 101,147 | $13.6M | 1.90% | −4,858−4.6% | Reduced |
| Vancity Investment Management Ltd | 101,121 | $13.6M | 2.03% | +1,004+1.0% | Added |
| Washington Trust Bank | 100,831 | $13.5M | 1.53% | −1,583−1.5% | Reduced |
| Pictet North America Advisors SA | 100,527 | $13.5M | 2.32% | −4,589−4.4% | Reduced |
| CCM Investment Advisers LLC | 100,288 | $13.4M | 2.14% | −3,587−3.5% | Reduced |
| No Street GP LP | 100,000 | $13.4M | 1.77% | +100,000 | New |
| BTC Capital Management, Inc. | 99,698 | $13.4M | 1.61% | +4,631+4.9% | Added |
| Stevens Capital Management LP | 99,667 | $13.4M | 8.44% | +99,667 | New |
| Telemus Capital, LLC | 96,860 | $13.4M | 1.22% | −1,492−1.5% | Reduced |
| NBT Bank N A | 99,622 | $13.4M | 1.95% | −342−0.3% | Reduced |
| CSM Advisors, LLC | 99,590 | $13.4M | 1.28% | +1,750+1.8% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 98,553 | $13.3M | 1.60% | +2,225+2.3% | Added |
| Worldquant Millennium Advisors LLC | 99,082 | $13.3M | 0.30% | −241,312−70.9% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 98,815 | $13.3M | 0.60% | −1,026−1.0% | Reduced |
| Great Valley Advisor Group, Inc. | 98,699 | $13.2M | 0.68% | −23,196−19.0% | Reduced |
| Clearstead Advisors, LLC | 98,697 | $13.2M | 1.04% | −305−0.3% | Reduced |
| Addenda Capital Inc. | 98,595 | $13.2M | 0.57% | −1,933−1.9% | Reduced |
| Fred Alger Management, LLC | 97,947 | $13.1M | 0.07% | +5,586+6.0% | Added |
| Yarbrough Capital, LLC | 97,875 | $13.1M | 1.04% | 00.0% | Unchanged |
| Ledyard National Bank | 96,720 | $13.0M | 1.53% | −1,285−1.3% | Reduced |
| Verdence Capital Advisors LLC | 96,663 | $13.0M | 1.59% | −3,365−3.4% | Reduced |
| Westchester Capital Management, Inc. | 96,638 | $13.0M | 3.81% | −588−0.6% | Reduced |
| Farmers Trust Co | 96,211 | $12.9M | 2.89% | −214−0.2% | Reduced |
| Fiduciary Alliance LLC | 95,978 | $12.9M | 3.33% | +95,978 | New |
| Assetmark, Inc | 95,854 | $12.9M | 0.06% | +16,336+20.5% | Added |
| Hudson Bay Capital Management LP | 95,000 | $12.7M | 0.15% | +15,000+18.8% | Added |
| Charter Trust Co | 94,781 | $12.7M | 1.01% | −1,163−1.2% | Reduced |
| Empowered Funds, LLC | 94,696 | $12.7M | 0.83% | +90,201+2,006.7% | Added |
| Peak Asset Management, LLC | 94,554 | $12.7M | 3.31% | +314+0.3% | Added |
| Penobscot Investment Management Company, Inc. | 94,162 | $12.6M | 2.22% | −1,060−1.1% | Reduced |
| Rossmore Private Capital | 94,090 | $12.6M | 2.02% | +1,546+1.7% | Added |
| Sand Hill Global Advisors, LLC | 93,782 | $12.6M | 0.71% | +1,558+1.7% | Added |
| Overbrook Management Corp | 93,683 | $12.6M | 3.65% | −72,929−43.8% | Reduced |
| Sigma Planning Corp | 93,207 | $12.5M | 0.45% | −6,498−6.5% | Reduced |
| Assenagon Asset Management S.A. | 93,142 | $12.5M | 0.05% | −2,399−2.5% | Reduced |
| Cincinnati Casualty Co | 93,000 | $12.5M | 7.69% | 00.0% | Unchanged |
| Cincinnati Specialty Underwriters Insurance CO | 93,000 | $12.5M | 5.25% | 00.0% | Unchanged |
| Choate Investment Advisors | 92,531 | $12.4M | 0.75% | +5,636+6.5% | Added |
| Moneta Group Investment Advisors LLC | 88,220 | $12.3M | 0.34% | −4,450−4.8% | Reduced |
| Mitchell Sinkler & Starr | 91,957 | $12.3M | 3.97% | −6,074−6.2% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 91,933 | $12.3M | 0.32% | −16,989−15.6% | Reduced |
| Endurance Wealth Management, Inc. | 91,834 | $12.3M | 1.86% | +672+0.7% | Added |
| Community Bank of Raymore | 91,385 | $12.3M | 4.49% | −2,000−2.1% | Reduced |
| Biondo Investment Advisors, LLC | 90,783 | $12.2M | 2.71% | −1,760−1.9% | Reduced |
| Regent Investment Management LLC | 90,766 | $12.2M | 3.26% | +186+0.2% | Added |
| Hennessy Advisors Inc | 90,750 | $12.2M | 0.80% | +9,500+11.7% | Added |
| Integrated Advisors Network LLC | 90,637 | $12.2M | 0.78% | −14,938−14.1% | Reduced |
| Montag A & Associates Inc | 90,494 | $12.1M | 0.81% | −3,221−3.4% | Reduced |
| Walter Public Investments Inc. | 90,450 | $12.1M | 4.03% | +9,648+11.9% | Added |
| Cincinnati Financial Corp | 90,000 | $12.1M | 0.30% | 00.0% | Unchanged |
| Viking Fund Management LLC | 90,000 | $12.1M | 2.39% | 00.0% | Unchanged |
| Kornitzer Capital Management Inc | 89,410 | $12.0M | 0.24% | +5,972+7.2% | Added |
| Tufton Capital Management | 89,207 | $12.0M | 2.63% | −721−0.8% | Reduced |
| Prospera Financial Services Inc | 89,104 | $11.9M | 0.60% | −29,984−25.2% | Reduced |
| Holowesko Partners Ltd. | 88,800 | $11.9M | 5.72% | +13,500+17.9% | Added |
| Unigestion Holding SA | 88,983 | $11.9M | 0.63% | −9,992−10.1% | Reduced |
| Metis Global Partners, LLC | 88,248 | $11.8M | 1.05% | +36,308+69.9% | Added |
| Circle Wealth Management, LLC | 88,034 | $11.8M | 1.82% | −1,705−1.9% | Reduced |
| Credit Agricole S A | 87,951 | $11.8M | 0.44% | +27,111+44.6% | Added |