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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

Q2 2022 vs. Q1 2022

How the institutions holding JPMorgan Chase & Co changed between Q1 2022 and Q2 2022.

All holders in Q2 2022All holders in Q1 2022

13F holders of JPM: Q1 2022 compared with Q2 2022
MeasureQ1 2022Of which not filed for Q2 2022Q2 2022Change
Holders3,519533,427−39
Shares2.05B16.8M2.04B+5.63M (+0.3%)
Value$278.9B$2.30B$229.3B−$47.3B (−17.1%)

53 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (139)

Institutions that held JPMorgan Chase & Co at the end of Q2 2022 but not at the end of Q1 2022.

Showing the largest 100 of 139 by value.

Institutions new to JPM in Q2 2022
InstitutionSharesValue% of portfolio
Public Investment Fund3,851,053$433.7M1.05%
Qube Research & Technologies Ltd687,128$77.4M0.60%
Quintet Private Bank (Europe) S.A.526,004$77.1M3.72%
Intech Investment Management LLC562,148$63.3M0.36%
Cantor Fitzgerald, L. P.498,292$56.1M1.10%
HRT Financial LP471,849$53.1M0.58%
New York Life Investment Management LLC414,608$46.7M0.54%
Advisors Asset Management, Inc.292,326$32.9M0.60%
HighPoint Advisor Group LLC165,630$18.5M2.03%
Verde Servicos Internacionais S.A.164,200$18.5M4.84%
Kettle Hill Capital Management, LLC152,253$17.1M4.32%
Azimuth Capital Investment Management LLC147,413$16.6M0.84%
United Services Automobile Association111,221$12.5M0.33%
FORA Capital, LLC65,455$7.37M1.47%
Quantitative Investment Management, LLC63,943$7.20M1.10%
Channing Capital Management, LLC57,995$6.53M0.21%
Duality Advisers, LP51,003$5.74M0.57%
Tegean Capital Management, LLC50,000$5.63M0.25%
Boothbay Fund Management, LLC44,292$4.99M0.17%
Optimas Capital Ltd42,600$4.80M5.89%
First Washington CORP40,233$4.53M2.10%
Harbour Investments, Inc.36,831$4.15M0.28%
Rpo LLC36,707$4.13M1.12%
Ronald Blue Trust, Inc.28,770$3.92M0.06%
Altrius Capital Management Inc31,767$3.58M1.16%
Sciencast Management LP31,002$3.56M0.80%
Montchanin Asset Management, LLC28,171$3.17M4.39%
Tradewinds, LLC.26,582$2.99M2.04%
Greenfield Savings Bank25,908$2.92M1.96%
Algebris (UK) Ltd25,000$2.81M1.13%
Bernzott Capital Advisors24,630$2.77M0.31%
Intrepid Financial Planning Group LLC22,062$2.48M1.37%
Andra AP-fonden21,900$2.47M0.07%
Capital Markets Trading UK LLP20,670$2.33M2.75%
Royal Harbor Partners, LLC20,344$2.29M1.57%
Tudor Investment Corp Et Al20,009$2.25M0.07%
WCG Wealth Advisors LLC19,351$2.18M0.30%
Bayesian Capital Management, LP17,290$1.95M0.36%
Ritter Daniher Financial Advisory LLC16,462$1.85M1.32%
Aries Wealth Management16,384$1.84M0.84%
First National Bank of Mount Dora, Trust Investment Services15,719$1.77M0.61%
Virtu Financial LLC15,418$1.74M0.15%
Signature Wealth Management Group15,274$1.72M0.84%
Quantamental Technologies LLC15,088$1.70M0.78%
Peak Planning Group, LLC14,631$1.65M1.38%
Cipher Capital LP14,321$1.61M0.36%
Kiley Juergens Wealth Management, LLC12,219$1.38M0.65%
John G Ullman & Associates Inc12,113$1.36M0.22%
QVR LLC11,981$1.35M1.07%
GraniteShares Advisors LLC11,275$1.27M0.93%
Naviter Wealth, LLC11,066$1.25M0.51%
Transatlantique Private Wealth LLC10,420$1.17M0.82%
PMC FIG Opportunities LLC10,000$1.13M6.34%
Anson Funds Management LP10,000$1.13M0.16%
GQG Partners LLC9,913$1.12M0.00%
Alterity Financial Group, LLC9,750$1.10M1.63%
Greenup Street Wealth Management LLC9,305$1.05M0.50%
Ascension Asset Management LLC8,954$1.01M0.74%
Castle Wealth Management LLC8,545$962.0K0.56%
First National Advisers, LLC8,512$959.0K1.99%
Ern LLC8,500$957.0K1.07%
CenterBook Partners LP8,478$955.0K0.20%
FSM Wealth Advisors, LLC8,202$938.0K0.93%
KerberRose Wealth Management, LLC8,265$931.0K0.76%
BTG Pactual Global Asset Management Ltd8,127$915.0K0.83%
Equitec Proprietary Markets, LLC7,500$845.0K0.40%
MQS Management LLC7,423$836.0K0.57%
ARGA Investment Management, LP7,287$820.6K0.05%
Game Creek Capital, LP7,250$816.0K0.52%
Newman & Schimel, LLC7,143$804.0K0.39%
Highland Financial Advisors, LLC7,032$792.0K0.54%
Coastwise Capital Group, LLC6,551$738.0K0.90%
Chiron Capital Management, LLC6,450$726.0K0.46%
Cowen and Company, LLC6,275$707.0K0.07%
Pearl River Capital, LLC6,211$699.0K0.16%
Connective Portfolio Management, LLC6,160$694.0K1.19%
Dynamic Technology Lab Private Ltd5,798$653.0K0.07%
Wakefield Asset Management LLLP5,617$633.0K0.27%
Fourthstone LLC5,300$597.0K0.24%
Momentum Advisors, LLC4,985$561.0K0.63%
Waratah Capital Advisors Ltd.4,535$510.0K0.03%
Quantum Financial Advisors, LLC4,303$509.0K0.19%
OneAscent Financial Services LLC4,444$500.0K0.23%
Spartan Fund Management Inc.4,312$486.0K0.10%
Weinberger Asset Management, Inc4,302$484.4K0.32%
Joule Financial, LLC4,061$457.0K0.36%
Machina Capital S.A.S.4,035$454.0K1.02%
Marathon Capital Management4,006$451.0K0.15%
Cutter & CO Brokerage, Inc.3,866$435.0K0.15%
Alpha Family Trust3,730$420.0K0.27%
Keystone Financial Planning, Inc.3,726$420.0K0.15%
Private Capital Management, LLC3,593$405.0K0.06%
Morse Asset Management, Inc3,546$399.0K0.13%
BCS Wealth Management3,137$353.0K0.16%
Riverwater Partners LLC3,094$348.0K0.35%
Archetype Wealth Partners2,927$330.0K0.09%
Inspirion Wealth Advisors, LLC2,975$327.0K0.07%
Robbins Farley LLC2,881$324.0K0.34%
Smallwood Wealth Investment Management, LLC2,845$320.0K0.32%
Jag Capital Management, LLC2,675$301.0K0.04%

Sold out (178)

Institutions that held JPMorgan Chase & Co at the end of Q1 2022 and filed for Q2 2022 without it.

Showing the largest 100 of 178 by value.

Institutions that sold out of JPM in Q2 2022
InstitutionShares, Q1 2022Value, Q1 2022
Mizuho Markets Americas LLC1,697,190$231.4M
Prana Capital Management, LP499,824$68.1M
Mackay Shields LLC424,796$57.9M
Senvest Management, LLC280,000$38.2M
Cinctive Capital Management LP177,498$24.2M
Cumberland Partners Ltd172,420$23.5M
SeaTown Holdings Pte. Ltd.152,740$20.8M
Armistice Capital, LLC150,000$20.4M
Viking Global Investors LPSuperinvestorViking Global Investors119,706$16.3M
CTC LLC118,723$16.2M
AGF Investments America Inc.102,234$13.9M
Clear Street LLC100,068$13.6M
Quest Investment Management LLC94,256$12.8M
Hilton Capital Management, LLC85,942$11.7M
Interval Partners, LP80,993$11.0M
HighTower Trust Services, LTA55,702$7.59M
Point72 Asset Management, L.P.48,804$6.65M
Crestline Management, LP48,163$6.57M
IBM Retirement Fund46,855$6.39M
Clarity Financial LLC39,624$5.40M
Confluence Wealth Services, Inc.34,176$4.66M
Hickory Lane Capital Management LP32,000$4.36M
La Financiere de L'Echiquier28,700$3.91M
OPSEU Pension Plan Trust Fund22,481$3.06M
Fosun International Ltd20,440$2.85M
Arabesque Asset Management Ltd20,285$2.77M
Fractal Investments LLC20,089$2.74M
Odey Asset Management Group Ltd20,000$2.73M
CMT Capital Markets Trading GmbH17,661$2.41M
Financial Architects, Inc17,221$2.35M
O'Shares Investment Advisers, LLC16,902$2.30M
Oak Asset Management, LLC16,782$2.29M
Alaska Permanent Fund Corp15,300$2.09M
B&D White Capital Company, LLC14,896$2.03M
HGI Capital Management, LLC14,046$1.92M
Patton Fund Management, Inc.12,234$1.67M
De Burlo Group Inc11,350$1.55M
HBK Investments L P11,152$1.52M
Blackhawk Capital Partners LLC.10,631$1.45M
Bar Harbor Trust Services10,223$1.39M
Gyon Technologies Capital Management, LP8,965$1.22M
Shaker Investments LLC8,171$1.11M
Central Asset Investments & Management Holdings (HK) Ltd7,706$1.05M
BlueCrest Capital Management Ltd7,689$1.05M
Brookfield Asset Management Inc.7,476$1.02M
Peterson Wealth Management7,436$1.01M
Covenant Partners, LLC7,164$977.0K
Tobam7,161$976.0K
Vienna Asset Management LLC7,147$974.0K
Jacobs Levy Equity Management, Inc5,742$783.0K
Freedman Financial Associates, Inc.5,660$769.0K
William Allan, LLC5,519$752.0K
Deuterium Capital Management, LLC5,469$746.0K
Neo Ivy Capital Management5,062$690.0K
Paladin Advisory Group, LLC5,093$689.0K
Relative Value Partners Group, LLC4,934$673.0K
LifePro Asset Management4,445$606.0K
Periscope Capital Inc.4,267$582.0K
Financial Sense Advisors, Inc.4,112$561.0K
Lloyd Park, LLC3,630$495.0K
CenterStar Asset Management, LLC–$468.0K
Wick Capital Partners, LLC3,299$450.0K
Blackston Financial Advisory Group, LLC2,681$439.0K
Oak Thistle LLC3,219$438.0K
Cadent Capital Advisors, LLC3,155$430.0K
Hutner Capital Management Inc2,897$395.0K
Howard Wealth Management, LLC2,901$395.0K
Bell Rock Capital LLC2,945$387.0K
Apeiron RIA LLC2,851$374.0K
FSA Wealth Management LLC2,282$361.0K
US Financial Advisors, LLC2,617$357.0K
David J Yvars Group2,539$346.0K
Cypress Capital, LLC2,528$345.0K
Insight Wealth Partners, LLC2,504$341.0K
Global Strategic Investment Solutions, LLC2,453$334.0K
McGowan Group Asset Management, Inc.2,352$321.0K
Long Road Investment Counsel, LLC2,232$304.0K
Manchester Financial Inc2,185$298.0K
First Pacific Financial2,060$281.0K
Wipfli Financial Advisors LLC,2,050$279.5K
Kingfisher Capital LLC2,023$276.0K
Petix & Botte Co2,014$275.0K
Western Financial Corporation1,991$271.0K
Freedom Day Solutions, LLC1,952$266.0K
Thrive Capital Management, LLC1,935$264.0K
Aubrey Capital Management Ltd1,865$262.0K
Apexium Financial, LP1,655$262.0K
Summitry LLC1,854$253.0K
Oak Ridge Investments LLC1,842$251.0K
ETF Managers Group, LLC1,781$250.0K
Trust Co of Kansas1,832$250.0K
Palisades Hudson Asset Management, L.P.1,821$248.0K
Smith & Howard Wealth Management, LLC1,818$248.0K
Rappaport Reiches Capital Management, LLC1,791$246.3K
Outlook Wealth Advisors, LLC1,776$242.0K
Nova R Wealth, Inc.1,766$241.0K
Financial Planners of Cleveland, Inc.1,758$240.0K
Helen Stephens Group, LLC1,758$240.0K
Sicart Associates LLC1,752$239.0K
Coury Firm Asset Management LLC1,755$239.0K

Not filed for Q2 2022 yet (53)

Institutions that held JPMorgan Chase & Co at the end of Q1 2022 and haven't filed a 13F for Q2 2022. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding JPM in Q1 2022 that haven't filed for Q2 2022
InstitutionShares, Q1 2022Value, Q1 2022
Parametric Portfolio Associates LLC11,052,296$1.51B
NN Investment Partners Holdings N.V.895,045$122.0M
Amalgamated Financial Corp.746,047$101.7M
CCLA Investment Management Ltd544,217$74.2M
Teachers Retirement System of the State of Kentucky512,605$69.9M
PGGM Investments416,741$66.0M
Barrett Asset Management, LLC426,470$58.1M
Virginia Retirement Systems Et Al340,358$46.4M
Palladium Partners LLC320,582$43.7M
People's United Financial, Inc.308,012$42.0M
Smith Group Asset Management, LLC275,993$37.6M
Cantor Fitzgerald Investment Adviser L.P.222,422$30.3M
Azimuth Capital Management LLC150,160$20.5M
Kings Point Capital Management106,691$14.5M
Ferris Capital, LLC80,264$10.9M
WealthPLAN Partners, LLC49,300$5.88M
WealthPlan Investment Management, LLC49,300$5.88M
American National Insurance Co30,130$4.11M
American National Registered Investment Advisor, Inc.26,517$3.62M
Meristem Family Wealth, LLC25,273$3.44M
Golden State Equity Partners24,924$3.40M
Ritter Daniher Financial Advisory, LLC16,457$2.24M
Midwest Wealth Management Inc.15,657$2.13M
High Pointe Capital Management LLC14,681$2.00M
Boit C F David14,137$1.93M
Golden State Wealth Management, LLC12,247$1.67M
Breiter Capital Management Inc10,753$1.47M
Fulcrum Asset Management LLP–$1.46M
Bassett Hargrove Investment Counsel, LLC10,698$1.46M
Dixon Hughes Goodman Wealth Advisors LLC9,919$1.35M
HWG Holdings LP9,545$1.30M
Winfield Associates, Inc.8,284$1.13M
Doheny Asset Management7,405$1.01M
Orrstown Financial Services Inc6,652$907.0K
KLK Capital Management LLC6,315$861.0K
Legacy Capital Partners, Inc.5,591$762.0K
Mid-American Wealth Advisory Group, Inc.5,035$686.0K
Livingston Group Asset Management CO (operating as Southport Capital Management)4,670$637.0K
Capital One Financial Corp4,467$609.0K
Adams Chetwood Wealth Management LLC4,033$550.0K
Verity Asset Management, Inc.2,844$389.0K
Lenox Wealth Advisors, LLC2,897$387.0K
Astrantus Ltd2,662$363.0K
Karn, Couzens & Associates, Inc.2,586$353.0K
SJS Investment Consulting Inc.2,283$311.0K
Elm Advisors, LLC2,058$281.0K
Nauset Wealth Management. LLC2,015$275.0K
Tatro Capital, LLC1,975$269.0K
Clark Financial Services Group Inc1,857$253.0K
IndexIQ Advisors LLC1,482$202.0K
Holloway Wealth Management, LLC–$184.0K
Wealthstreet Investment Advisors, LLC166$23.0K
Swaine & Leidel Wealth Services, LLC445–