JPMORGAN CHASE & CO (JPM)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
274
Reporting holders
$2.4B
Reported value
0.0%
Calls
0.0%
Puts
-4,887
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $201.6M | 609,443 | 2.41% | 32q | -16.3%-$39.3M |
| Douglas Lane & Associates, LLC | $182.9M | 552,992 | 2.45% | 32q | -4.9%-$9.4M |
| EASTERN BANK | $135.2M | 408,715 | 2.05% | 32q | HELD |
| Quintet Private Bank (Europe) S.A. | $125.2M | 378,587 | 5.50% | 16q | +46.2%+$39.6M |
| SAPIENT CAPITAL LLC | $115.6M | 349,572 | 1.55% | 12q | -50.3%-$116.9M |
| PARK NATIONAL CORP /OH/ | $95.8M | 289,493 | 2.60% | 32q | -3.3%-$3.3M |
| Venture Visionary Partners LLC | $85.9M | 259,653 | 2.25% | 28q | +1.1%+$966.7K |
| MassMutual Private Wealth & Trust, FSB | $83.3M | 251,739 | 2.20% | 32q | -4.5%-$3.9M |
| Farther Finance Advisors, LLC | $66.4M | 200,767 | 0.47% | 16q | +20.0%+$11.1M |
| ARGENT CAPITAL MANAGEMENT LLC | $62.3M | 188,290 | 1.99% | 32q | -3.2%-$2.0M |
| Gradient Investments LLC | $61.2M | 185,011 | 0.87% | 32q | -10.2%-$6.9M |
| CONGRESS ASSET MANAGEMENT CO | $42.2M | 127,614 | 0.27% | 32q | +22.1%+$7.6M |
| GAMMA Investing LLC | $41.0M | 123,853 | 1.39% | 12q | +8.5%+$3.2M |
| Valeo Financial Advisors, LLC | $37.3M | 112,777 | 0.79% | 32q | -13.7%-$5.9M |
| Artemis Investment Management LLP | $34.5M | 104,141 | 0.30% | 16q | +59.1%+$12.8M |
| AVITY INVESTMENT MANAGEMENT INC. | $31.3M | 94,614 | 1.96% | 32q | -1.5%-$476.7K |
| ROCKLAND TRUST CO | $27.4M | 82,824 | 1.05% | 32q | -0.5%-$138.9K |
| CANANDAIGUA NATIONAL BANK & TRUST CO | $26.2M | 79,303 | 2.28% | 20q | -3.2%-$875.7K |
| Legacy Private Trust Co. | $24.4M | 73,881 | 1.34% | 32q | -1.9%-$472.8K |
| FIRST FINANCIAL BANK - TRUST DIVISION | $24.3M | 73,366 | 1.75% | 32q | +1.8%+$421.5K |
| Wedmont Private Capital | $22.5M | 67,827 | 0.54% | 20q | +25.6%+$4.6M |
| TOMPKINS FINANCIAL CORP | $21.2M | 63,982 | 1.49% | 31q | -1.4%-$301.7K |
| Iowa State Bank | $19.4M | 58,592 | 3.28% | 32q | -4.7%-$952.8K |
| Allen Mooney & Barnes Investment Advisors LLC | $19.2M | 57,959 | 2.85% | 19q | HELD |
| CYPRESS ASSET MANAGEMENT INC/TX | $19.2M | 57,916 | 3.79% | 32q | -1.3%-$260.4K |
| Mirador Capital Partners LP | $18.9M | 57,227 | 2.20% | 32q | +0.9%+$161.1K |
| YHB Investment Advisors, Inc. | $18.8M | 56,746 | 1.18% | 32q | +1.7%+$310.0K |
| Galvin, Gaustad & Stein, LLC | $18.3M | 55,199 | 1.37% | 24q | -4.8%-$920.4K |
| AMERICAN NATIONAL BANK & TRUST | $17.1M | 51,828 | 1.57% | 32q | -6.2%-$1.1M |
| HWG Holdings LP | $17.1M | 51,822 | 3.95% | 26q | HELD |
| Stokes Capital Advisors, LLC | $15.1M | 45,738 | 3.32% | 26q | +0.9%+$133.3K |
| Apella Capital, LLC | $14.9M | 44,875 | 0.19% | 26q | +19.9%+$2.5M |
| Avidian Wealth Enterprises, LLC | $14.1M | 42,484 | 0.39% | 32q | +3.1%+$420.8K |
| Wealth Enhancement Trust Services, Inc. | $13.8M | 41,598 | 1.47% | 4q | -47.9%-$12.6M |
| Stonebridge Financial Group, LLC | $12.8M | 38,712 | 0.94% | 8q | +1.7%+$209.4K |
| Bangor Savings Bank | $12.3M | 37,094 | 0.93% | 32q | -2.6%-$323.6K |
| Werlinich Asset Management, LLC | $11.7M | 35,260 | 4.52% | 23q | HELD |
| Violich Capital Management, Inc. | $11.4M | 34,337 | 1.23% | 32q | +3.1%+$342.4K |
| CoreCap Advisors, LLC | $11.3M | 34,016 | 0.32% | 19q | +5.3%+$563.4K |
| Bill Few Associates, Inc. | $11.0M | 33,124 | 2.26% | 20q | -1.4%-$158.5K |
| Brown Shipley& Co Ltd | $10.7M | 32,226 | 5.13% | 15q | +2.0%+$206.8K |
| CHAPIN DAVIS, INC. | $10.5M | 31,872 | 2.03% | 16q | HELD |
| Grove Bank & Trust | $10.2M | 30,735 | 1.01% | 32q | -0.5%-$51.6K |
| DLK Investment Management, LLC | $9.8M | 29,551 | 3.56% | 12q | -22.1%-$2.8M |
| ZEVENBERGEN CAPITAL INVESTMENTS LLC | $9.7M | 29,263 | 0.22% | 32q | +2.2%+$211.7K |
| Everhart Financial Group, Inc. | $9.4M | 28,544 | 0.58% | 24q | +2.4%+$218.7K |
| Lincoln Capital LLC | $9.1M | 27,324 | 1.59% | 29q | HELD |
| Coastline Trust Co | $8.7M | 26,359 | 0.81% | 32q | -8.9%-$857.2K |
| Montecito Bank & Trust | $8.5M | 25,796 | 1.29% | 31q | HELD |
| Bank of New Hampshire | $8.3M | 25,042 | 1.79% | 22q | -1.5%-$128.7K |
| Graves Light Lenhart Wealth, Inc. | $8.2M | 24,871 | 0.77% | 32q | -3.7%-$312.3K |
| Pacifica Partners Inc. | $8.2M | 24,529 | 2.46% | 28q | -1.0%-$79.0K |
| Atlas Brown,Inc. | $7.9M | 23,862 | 2.08% | 32q | HELD |
| ABLES, IANNONE, MOORE & ASSOCIATES, INC. | $7.9M | 23,821 | 4.09% | 12q | -2.8%-$223.0K |
| Greenfield Savings Bank | $7.7M | 23,305 | 2.92% | 13q | HELD |
| Trinity Financial Advisors LLC | $7.7M | 23,192 | 1.98% | 24q | +15.7%+$1.0M |
| Martin Capital Partners, LLC | $7.7M | 23,175 | 2.75% | 32q | -2.1%-$166.4K |
| Dupree Financial Group, LLC | $7.6M | 23,034 | 2.75% | 12q | +831.8%+$6.8M |
| BRIGHT ROCK CAPITAL MANAGEMENT, LLC | $7.3M | 22,000 | 1.38% | 29q | HELD |
| MOODY NATIONAL BANK TRUST DIVISION | $7.0M | 21,208 | 0.58% | 32q | -4.0%-$293.8K |
| DOLIVER ADVISORS, LP | $6.9M | 20,995 | 1.52% | 32q | -3.7%-$267.0K |
| VALLEY WEALTH MANAGERS, INC. | $6.8M | 20,610 | 0.39% | 32q | HELD |
| Acropolis Investment Management, LLC | $6.6M | 19,959 | 0.27% | 32q | -50.8%-$6.8M |
| HF Advisory Group, LLC | $6.3M | 19,156 | 1.89% | 16q | +10.2%+$588.5K |
| TITLEIST ASSET MANAGEMENT, LLC | $5.7M | 17,248 | 0.37% | 15q | -5.3%-$316.9K |
| Boltwood Capital Management | $5.6M | 17,071 | 1.27% | 32q | +0.7%+$42.0K |
| CENTRAL BANK & TRUST CO | $5.2M | 15,831 | 0.75% | 32q | HELD |
| Castle Rock Wealth Management, LLC | $5.2M | 15,781 | 0.98% | 25q | -15.7%-$971.7K |
| Montz Harcus Wealth Management LLC | $5.2M | 15,596 | 1.81% | 20q | HELD |
| Overbrook Management Corp | $4.8M | 14,590 | 0.75% | 32q | -17.2%-$1.0M |
| BOS Asset Management, LLC | $4.8M | 14,450 | 1.12% | 16q | HELD |
| Cooper Financial Group | $4.7M | 13,573 | 0.38% | 32q | +36.9%+$1.3M |
| ECLECTIC ASSOCIATES INC /ADV | $4.6M | 13,883 | 0.51% | 24q | -1.1%-$50.9K |
| ARGUS INVESTORS' COUNSEL, INC. | $4.5M | 13,461 | 3.46% | 32q | HELD |
| DAVIDSON TRUST CO | $4.4M | 13,346 | 1.75% | 28q | -5.4%-$250.1K |
| Breakwater Capital Group | $4.2M | 12,797 | 0.50% | 16q | -8.6%-$399.3K |
| Sound Income Strategies, LLC | $4.1M | 12,360 | 0.18% | 32q | -5.1%-$221.7K |
| Capital Advisors Wealth Management, LLC | $4.1M | 12,274 | 0.46% | 23q | +0.8%+$31.1K |
| Monument Capital Management | $4.0M | 12,147 | 0.84% | 15q | +0.7%+$27.8K |
| BENEDICT FINANCIAL ADVISORS INC | $4.0M | 12,140 | 0.80% | 23q | -7.2%-$310.0K |
| Insight Wealth Strategies, LLC | $4.0M | 12,007 | 0.39% | 32q | +1.1%+$44.0K |
| Central Pacific Bank - Trust Division | $3.9M | 11,700 | 0.41% | 11q | -8.0%-$337.8K |
| TILIA FIDUCIARY PARTNERS, INC. | $3.9M | 11,674 | 0.89% | 20q | +97.8%+$1.9M |
| Bell Asset Management Ltd | $3.8M | 11,525 | 1.38% | 4q | -61.9%-$6.2M |
| ATWOOD & PALMER INC | $3.8M | 11,431 | 0.19% | 32q | +29.9%+$870.7K |
| Balefire, LLC | $3.8M | 11,417 | 0.59% | 24q | -5.8%-$231.9K |
| O'Keefe Stevens Advisory, Inc. | $3.8M | 11,412 | 0.77% | 36q | +5.9%+$210.4K |
| Gallagher Capital Advisors, LLC | $3.8M | 11,380 | 2.02% | 8q | HELD |
| RHODES INVESTMENT ADVISORS INC /ADV | $3.7M | 11,286 | 2.65% | 4q | -1.0%-$39.0K |
| Dickmeyer Boyce Financial Management, Inc. | $3.7M | 11,185 | 1.89% | 3q | HELD |
| Versant Capital Management, Inc | $3.6M | 11,008 | 0.31% | 32q | +3.0%+$106.9K |
| Strong Retirement Solutions LLC | $3.6M | 10,808 | 2.01% | 4q | -2.9%-$106.9K |
| Exchange Bank | $3.5M | 10,686 | 2.19% | 14q | -1.6%-$56.9K |
| Adelphi Trust Co | $3.3M | 9,981 | 2.17% | 4q | +1.6%+$51.6K |
| VISTA INVESTMENT PARTNERS LLC | $3.3M | 9,966 | 0.86% | 12q | HELD |
| CACTI ASSET MANAGEMENT LLC | $3.3M | 9,710 | 0.17% | 32q | -3.5%-$117.2K |
| Applied Capital LLC/FL | $3.2M | 9,783 | 1.29% | 16q | HELD |
| S.E.E.D. Planning Group LLC | $3.2M | 9,715 | 0.79% | 24q | -2.1%-$70.1K |
| GoalVest Advisory LLC | $3.2M | 9,710 | 0.56% | 22q | +0.6%+$17.9K |
| First Citizens Financial Corp | $3.2M | 9,571 | 1.33% | 27q | HELD |
Showing the largest 100 of 283 reported holders.
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-04-15 | DIMON JAMES | Chairman & CEO | Sold | 130,488 | $40.0M |
| 2026-04-15 | Erdoes Mary E. | CEO Asset & Wealth Management | Sold | 12,345 | $3.8M |
| 2026-04-15 | Piepszak Jennifer | Chief Operating Officer | Sold | 9,136 | $2.8M |
| 2026-04-15 | BACON ASHLEY | Chief Risk Officer | Sold | 7,558 | $2.3M |
| 2026-05-15 | Erdoes Mary E. | CEO Asset & Wealth Management | Sold | 6,648 | $2.0M |
| 2026-04-15 | Lake Marianne | CEO CCB | Sold | 6,427 | $2.0M |
| 2026-05-15 | Lake Marianne | CEO CCB | Sold | 6,427 | $1.9M |
| 2026-06-22 | Friedman Stacey | General Counsel | Sold | 5,467 | $1.8M |
| 2026-04-15 | Petno Douglas B | Co-CEO CIB | Sold | 5,660 | $1.7M |
| 2026-04-15 | Barnum Jeremy | Chief Financial Officer | Sold | 5,611 | $1.7M |
| 2026-05-15 | Petno Douglas B | Co-CEO CIB | Sold | 5,659 | $1.7M |
| 2026-05-20 | Friedman Stacey | General Counsel | Sold | 5,468 | $1.6M |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 274 | $2.4B | 7,157,407 | 1 | 93 | 113 | 0.0% |
| Q2 2026 | 5,161 | $731.4B | 2,144,495,103 | 166 | 1,913 | 1,785 | 3.8% |
| Q1 2026 | 5,081 | $605.0B | 1,991,890,147 | 123 | 1,835 | 2,008 | 3.1% |
| Q4 2025 | 5,157 | $665.9B | 2,007,717,808 | 123 | 1,656 | 1,902 | 3.2% |
| Q3 2025 | 4,787 | $645.1B | 1,972,544,346 | 134 | 1,626 | 1,874 | 3.6% |
| Q2 2025 | 4,776 | $611.0B | 2,033,512,857 | 186 | 1,750 | 1,792 | 3.5% |
| Q1 2025 | 4,696 | $512.3B | 2,021,546,563 | 149 | 1,613 | 1,902 | 3.0% |
| Q4 2024 | 4,699 | $512.2B | 2,058,715,012 | 165 | 1,443 | 1,722 | 3.7% |
| Q3 2024 | 4,232 | $450.3B | 2,049,954,894 | 127 | 1,488 | 1,628 | 4.2% |
| Q2 2024 | 4,197 | $435.5B | 2,071,656,283 | 135 | 1,476 | 1,598 | 3.7% |
| Q1 2024 | 4,137 | $461.0B | 2,208,440,301 | 180 | 1,401 | 1,674 | 4.2% |
| Q4 2023 | 4,021 | $382.1B | 2,139,553,304 | 153 | 1,364 | 1,443 | 4.8% |
| Q3 2023 | 3,716 | $318.0B | 2,090,312,451 | 106 | 1,319 | 1,333 | 4.5% |
| Q2 2023 | 3,699 | $317.4B | 2,057,828,649 | 143 | 1,379 | 1,311 | 5.3% |
| Q1 2023 | 3,617 | $289.6B | 2,101,290,544 | 138 | 1,422 | 1,273 | 5.4% |
| Q4 2022 | 3,638 | $300.8B | 2,115,361,020 | 193 | 1,317 | 1,203 | 5.7% |
| Q3 2022 | 3,393 | $225.6B | 2,048,574,680 | 104 | 1,466 | 1,076 | 5.0% |
| Q2 2022 | 3,430 | $240.4B | 2,036,108,995 | 102 | 1,615 | 1,073 | 4.6% |
| Q1 2022 | 3,523 | $334.7B | 2,364,067,901 | 110 | 1,584 | 1,151 | 3.7% |
| Q4 2021 | 3,599 | $349.4B | 2,095,590,625 | 109 | 1,379 | 1,004 | 5.1% |
| Q3 2021 | 3,244 | $402.4B | 2,359,861,501 | 97 | 1,279 | 1,049 | 4.0% |
| Q2 2021 | 3,247 | $385.8B | 2,390,217,340 | 104 | 1,301 | 1,111 | 3.7% |
| Q1 2021 | 3,224 | $343.4B | 2,176,684,968 | 156 | 1,189 | 1,225 | 3.6% |
| Q4 2020 | 3,147 | $297.8B | 2,197,665,469 | 146 | 1,177 | 1,039 | 5.3% |
| Q3 2020 | 2,839 | $216.8B | 2,149,223,559 | 86 | 1,192 | 1,025 | 4.6% |
| Q2 2020 | 2,863 | $211.8B | 2,157,633,777 | 179 | 1,333 | 925 | 4.2% |
| Q1 2020 | 2,796 | $207.8B | 2,226,598,650 | 129 | 1,171 | 1,084 | 3.7% |
| Q4 2019 | 2,914 | $337.5B | 2,333,073,847 | 110 | 913 | 1,060 | 3.6% |
| Q3 2019 | 2,631 | $279.6B | 2,303,090,644 | 75 | 970 | 989 | 3.1% |
| Q2 2019 | 2,648 | $271.8B | 2,346,648,157 | 126 | 1,017 | 927 | 3.5% |
| Q1 2019 | 2,610 | $243.9B | 2,359,475,404 | 90 | 1,055 | 918 | 2.1% |
| Q4 2018 | 2,615 | $247.1B | 2,470,796,592 | 22 | 34 | 45 | 2.5% |