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 |
|---|---|---|---|---|---|
| Novare Capital Management LLC | 87,924 | $11.8M | 1.39% | −7,226−7.6% | Reduced |
| Lyell Wealth Management, LP | 87,778 | $11.8M | 1.86% | +1,387+1.6% | Added |
| Schonfeld Strategic Advisors LLC | 87,658 | $11.8M | 0.10% | −392,528−81.7% | Reduced |
| Matthew 25 Management Corp | 87,500 | $11.7M | 4.95% | −17,500−16.7% | Reduced |
| Axxcess Wealth Management, LLC | 87,494 | $11.7M | 0.97% | +36,684+72.2% | Added |
| Wetherby Asset Management Inc | 87,389 | $11.7M | 0.75% | +4,386+5.3% | Added |
| Means Investment Co., Inc. | 87,388 | $11.7M | 2.35% | −1,455−1.6% | Reduced |
| Leavell Investment Management, Inc. | 87,383 | $11.7M | 0.88% | −6,008−6.4% | Reduced |
| Forum Financial Management, LP | 87,292 | $11.7M | 0.39% | +1,733+2.0% | Added |
| Beese Fulmer Investment Management, Inc. | 87,195 | $11.7M | 1.41% | +2,241+2.6% | Added |
| Stockman Wealth Management, Inc. | 87,152 | $11.7M | 2.69% | −3,050−3.4% | Reduced |
| Chicago Partners Investment Group LLC | 81,334 | $11.7M | 0.72% | +1,287+1.6% | Added |
| Cohen Capital Management, Inc. | 86,815 | $11.6M | 2.37% | 00.0% | Unchanged |
| Schnieders Capital Management LLC | 86,591 | $11.6M | 2.66% | +4,231+5.1% | Added |
| Sit Investment Associates Inc | 86,516 | $11.6M | 0.33% | +1,168+1.4% | Added |
| Earnest Partners LLC | 86,416 | $11.6M | 0.07% | +2,307+2.7% | Added |
| Freestone Capital Holdings, LLC | 86,384 | $11.6M | 0.53% | +2,582+3.1% | Added |
| Greenwood Gearhart Inc | 86,344 | $11.6M | 1.64% | +3,593+4.3% | Added |
| Edge Capital Group, LLC | 86,262 | $11.6M | 0.81% | −13,316−13.4% | Reduced |
| Beach Investment Counsel Inc | 85,920 | $11.5M | 1.44% | −2,300−2.6% | Reduced |
| Hoylecohen, LLC | 85,763 | $11.5M | 1.14% | −501−0.6% | Reduced |
| Edge Wealth Management LLC | 86,121 | $11.5M | 2.67% | −10,136−10.5% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 85,254 | $11.4M | 0.56% | +753+0.9% | Added |
| Cape Cod Five Cents Savings Bank | 85,225 | $11.4M | 1.29% | −961−1.1% | Reduced |
| Girard Partners Ltd. | 85,194 | $11.4M | 1.29% | +571+0.7% | Added |
| Intact Investment Management Inc. | 85,100 | $11.4M | 0.49% | −32,200−27.5% | Reduced |
| Transcend Wealth Collective, LLC | 85,056 | $11.4M | 1.24% | −13,197−13.4% | Reduced |
| Mutual Advisors, LLC | 84,906 | $11.4M | 0.51% | +2,817+3.4% | Added |
| Level Four Advisory Services, LLC | 84,861 | $11.4M | 0.84% | +20,553+32.0% | Added |
| Vantage Investment Partners, LLC | 84,722 | $11.4M | 1.76% | +2,770+3.4% | Added |
| Socorro Asset Management LP | 84,677 | $11.4M | 4.93% | −9,580−10.2% | Reduced |
| Grimes & Company, Inc. | 84,590 | $11.3M | 0.48% | +6,567+8.4% | Added |
| Pallas Capital Advisors LLC | 83,802 | $11.3M | 1.15% | −837−1.0% | Reduced |
| First Citizens Bank & Trust Co | 84,294 | $11.3M | 0.34% | +775+0.9% | Added |
| Amica Mutual Insurance Co | 83,768 | $11.2M | 1.42% | −20,793−19.9% | Reduced |
| Arrowstreet Capital, Limited Partnership | 83,639 | $11.2M | 0.02% | −7,456,316−98.9% | Reduced |
| Palisade Asset Management, LLC | 83,579 | $11.2M | 1.28% | −328−0.4% | Reduced |
| Constitution Capital LLC | 83,333 | $11.2M | 6.90% | +12,625+17.9% | Added |
| Segment Wealth Management, LLC | 83,308 | $11.2M | 1.29% | +492+0.6% | Added |
| Rice Partnership, LLC | 82,856 | $11.1M | 3.51% | −4,328−5.0% | Reduced |
| Haverford Financial Services, Inc. | 82,769 | $11.1M | 3.06% | −390.0% | Reduced |
| Community Bank, N.A. | 82,570 | $11.1M | 1.54% | +2,087+2.6% | Added |
| CWA Asset Management Group, LLC | 82,562 | $11.1M | 0.90% | +4,249+5.4% | Added |
| Hudson Valley Investment Advisors Inc | 82,383 | $11.0M | 1.67% | −1,016−1.2% | Reduced |
| Simmons Bank | 81,412 | $10.9M | 0.94% | +1,191+1.5% | Added |
| Burns J W & Co Inc | 81,298 | $10.9M | 1.99% | −389−0.5% | Reduced |
| RPG Investment Advisory, LLC | 81,171 | $10.9M | 2.10% | −106−0.1% | Reduced |
| Thompson Investment Management, Inc. | 81,114 | $10.9M | 2.00% | −2,068−2.5% | Reduced |
| Courier Capital LLC | 81,111 | $10.9M | 1.25% | −542−0.7% | Reduced |
| IFP Advisors, Inc | 128,207 | $10.8M | 0.33% | −3,113−2.4% | Reduced |
| Whitener Capital Management, Inc. | 80,720 | $10.8M | 4.73% | +3,676+4.8% | Added |
| We Are One Seven, LLC | 80,314 | $10.8M | 1.08% | −1,992−2.4% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 80,296 | $10.8M | 2.59% | +1,852+2.4% | Added |
| Twin Capital Management Inc | 80,252 | $10.8M | 1.39% | −322−0.4% | Reduced |
| GHP Investment Advisors, Inc. | 80,218 | $10.8M | 0.73% | +3,083+4.0% | Added |
| General American Investors Co Inc | 80,000 | $10.7M | 1.05% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 62,951 | $10.7M | 1.18% | +16,594+35.8% | Added |
| Winslow Asset Management Inc | 79,540 | $10.7M | 2.52% | −553−0.7% | Reduced |
| Coldstream Capital Management Inc | 79,379 | $10.6M | 0.39% | +79,379 | New |
| Empirical Finance, LLC | 79,131 | $10.6M | 1.10% | +5,981+8.2% | Added |
| Gemsstock Limited | 79,100 | $10.6M | 8.44% | −300−0.4% | Reduced |
| GAM Holding AG | 79,071 | $10.6M | 0.85% | −150.0% | Reduced |
| Ardent Capital Management, Inc. | 79,070 | $10.6M | 8.23% | −170−0.2% | Reduced |
| Telos Capital Management, Inc. | 79,054 | $10.6M | 1.54% | +2,159+2.8% | Added |
| Punch & Associates Investment Management, Inc. | 78,241 | $10.5M | 0.68% | +1,387+1.8% | Added |
| 1st Source Bank | 78,212 | $10.5M | 0.69% | −638−0.8% | Reduced |
| Ycg, LLC | 75,555 | $10.4M | 1.12% | −799−1.0% | Reduced |
| Richard Bernstein Advisors LLC | 77,780 | $10.4M | 0.23% | 00.0% | Unchanged |
| Allworth Financial LP | 77,737 | $10.4M | 0.12% | +4,181+5.7% | Added |
| Woodmont Investment Counsel LLC | 77,721 | $10.4M | 1.18% | +407+0.5% | Added |
| German American Bancorp, Inc. | 77,643 | $10.4M | 1.65% | +706+0.9% | Added |
| Moreno Evelyn V | 77,215 | $10.4M | 2.39% | +36,097+87.8% | Added |
| Eagle Ridge Investment Management | 77,201 | $10.4M | 1.21% | −598−0.8% | Reduced |
| Iowa State Bank | 76,779 | $10.3M | 2.59% | +2,964+4.0% | Added |
| Sheaff Brock Investment Advisors, LLC | 76,689 | $10.3M | 1.14% | −4,506−5.5% | Reduced |
| Daymark Wealth Partners, LLC | 76,441 | $10.3M | 1.81% | +76,441 | New |
| JB Capital LLC | 76,026 | $10.2M | 1.00% | +25,246+49.7% | Added |
| WealthBridge Investment Counsel Inc. | 75,741 | $10.2M | 4.44% | +440+0.6% | Added |
| Belpointe Asset Management LLC | 75,735 | $10.2M | 0.61% | +12,465+19.7% | Added |
| New Republic Capital, LLC | 75,557 | $10.1M | 7.99% | +75,557 | New |
| Everence Capital Management Inc | 75,425 | $10.1M | 0.87% | −6,070−7.4% | Reduced |
| Cypress Capital Group | 74,899 | $10.0M | 1.52% | −2,234−2.9% | Reduced |
| NJ State Employees Deferred Compensation Plan | 74,800 | $10.0M | 1.62% | −3,700−4.7% | Reduced |
| Boenning & Scattergood, Inc. | 73,372 | $10.0M | 1.61% | −820−1.1% | Reduced |
| King Wealth | 74,361 | $9.97M | 2.38% | −3,621−4.6% | Reduced |
| SFE Investment Counsel | 73,986 | $9.97M | 3.10% | −3,133−4.1% | Reduced |
| ARS Wealth Advisors Group, LLC | 74,154 | $9.94M | 1.64% | −3,529−4.5% | Reduced |
| Siemens Fonds Invest GmbH | 74,087 | $9.94M | 0.99% | −1,133−1.5% | Reduced |
| Bleakley Financial Group, LLC | 73,945 | $9.92M | 0.35% | +73,945 | New |
| Caldwell Trust Co | 73,505 | $9.86M | 1.39% | −1,543−2.1% | Reduced |
| Wellington Shields Capital Management, LLC | 179,658 | $9.81M | 1.19% | +23,869+15.3% | Added |
| Cohen Klingenstein LLC | 72,700 | $9.75M | 0.49% | 00.0% | Unchanged |
| Spinnaker Trust | 72,619 | $9.74M | 0.76% | +1,027+1.4% | Added |
| WoodTrust Financial Corp | 72,607 | $9.74M | 2.01% | −1,333−1.8% | Reduced |
| Buckley Wealth Management, LLC | 72,569 | $9.73M | 3.54% | −2,976−3.9% | Reduced |
| JGP Wealth Management, LLC | 72,530 | $9.73M | 1.79% | +1,037+1.5% | Added |
| Legacy Private Trust Co. | 72,412 | $9.71M | 0.88% | +3,019+4.4% | Added |
| Trust Co of Toledo NA | 72,171 | $9.68M | 1.83% | +629+0.9% | Added |
| Perigon Wealth Management, LLC | 72,145 | $9.67M | 0.60% | +5,928+9.0% | Added |
| Strategy Asset Managers LLC | 71,598 | $9.60M | 2.44% | −840−1.2% | Reduced |