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, Q2 2022
Institutional positions in JPMorgan Chase & Co as of Jun 30, 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
- 3,428
- −39 vs. Q1 2022
- Shares held
- 2.04B
- +5.63M (+0.3%) vs. Q1 2022
- Total value
- $229.3B
- −$47.3B (−17.1%) vs. Q1 2022
- New holders
- 139
- 1,782 more added
- Sold out
- 178
- 1,201 more reduced
53 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 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, Q2 2022
Shares, value and share of portfolio for each institution holding JPMorgan Chase & Co; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Paulson Wealth Management Inc. | 6,891 | $776.0K | 0.41% | +288+4.4% | Added |
| Caxton Associates LP | 6,900 | $777.0K | 0.10% | −2,642−27.7% | Reduced |
| First Citizens Financial Corp | 6,897 | $777.0K | 0.69% | 00.0% | Unchanged |
| Ami Asset Management Corp | 6,930 | $780.0K | 0.05% | −786−10.2% | Reduced |
| ERn Financial, LLC | 6,968 | $785.0K | 0.19% | +3,196+84.7% | Added |
| Affiance Financial, LLC | 6,979 | $786.0K | 0.42% | 00.0% | Unchanged |
| Reynders McVeigh Capital Management, LLC | 6,978 | $786.0K | 0.06% | +335+5.0% | Added |
| SRS Capital Advisors, Inc. | 7,001 | $788.0K | 0.12% | +667+10.5% | Added |
| Montz Harcus Wealth Management LLC | 7,004 | $789.0K | 0.83% | +722+11.5% | Added |
| Cherry Creek Investment Advisors, Inc. | 7,026 | $791.0K | 0.64% | +1,321+23.2% | Added |
| Rainsberger Wealth Advisors, Inc. | 7,031 | $792.0K | 0.58% | +326+4.9% | Added |
| Highland Financial Advisors, LLC | 7,032 | $792.0K | 0.54% | +7,032 | New |
| Ategra Capital Management, LLC | 7,048 | $793.7K | 0.42% | −368−5.0% | Reduced |
| Keystone Financial Services | 7,064 | $794.0K | 0.43% | +493+7.5% | Added |
| Profit Investment Management, LLC | 7,072 | $796.0K | 0.58% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 7,065 | $796.0K | 0.32% | +155+2.2% | Added |
| Menard Financial Group LLC | 7,083 | $798.0K | 1.31% | −747−9.5% | Reduced |
| Hall Laurie J Trustee | 7,115 | $801.0K | 0.37% | −205−2.8% | Reduced |
| Purus Wealth Management, LLC | 7,109 | $801.0K | 0.71% | −173−2.4% | Reduced |
| Sippican Capital Advisors | 7,114 | $801.0K | 0.79% | 00.0% | Unchanged |
| Asset Allocation & Management Company, LLC | 7,129 | $803.0K | 0.33% | 00.0% | Unchanged |
| Objective Capital Management, LLC | 7,139 | $804.0K | 0.81% | +31+0.4% | Added |
| Newman & Schimel, LLC | 7,143 | $804.0K | 0.39% | +7,143 | New |
| Donald L. Hagan, LLC | 7,155 | $806.0K | 0.51% | +451+6.7% | Added |
| Rock Creek Group, LP | 7,165 | $807.0K | 0.09% | −535−6.9% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 7,168 | $807.0K | 0.06% | −331−4.4% | Reduced |
| Allegheny Financial Group LTD | 7,191 | $810.0K | 0.38% | +1,027+16.7% | Added |
| Alta Wealth Advisors LLC | 7,194 | $812.0K | 0.56% | +9+0.1% | Added |
| Investors Research Corp | 7,237 | $815.0K | 0.24% | +289+4.2% | Added |
| Game Creek Capital, LP | 7,250 | $816.0K | 0.52% | +7,250 | New |
| Corsicana & Co. | 7,265 | $818.0K | 0.65% | −500−6.4% | Reduced |
| Armbruster Capital Management, Inc. | 7,264 | $818.0K | 0.22% | −54−0.7% | Reduced |
| ARGA Investment Management, LP | 7,287 | $820.6K | 0.05% | +7,287 | New |
| Wall Street Access Asset Management, LLC | 7,300 | $822.0K | 0.43% | +432+6.3% | Added |
| Gateway Advisory, LLC | 7,322 | $824.0K | 0.35% | +748+11.4% | Added |
| Disciplined Investments, LLC | 7,322 | $825.0K | 0.37% | +5,242+252.0% | Added |
| Greystone Financial Group, LLC | 7,335 | $826.0K | 0.26% | −5,194−41.5% | Reduced |
| Teza Capital Management LLC | 7,333 | $826.0K | 0.32% | −4,145−36.1% | Reduced |
| Apella Capital, LLC | 7,332 | $826.0K | 0.10% | −166−2.2% | Reduced |
| Loudon Investment Management, LLC | 7,350 | $828.0K | 0.62% | −1,870−20.3% | Reduced |
| CWS Financial Advisors, LLC | 7,353 | $828.0K | 0.38% | +482+7.0% | Added |
| Veracity Capital LLC | 7,362 | $829.0K | 0.44% | −989−11.8% | Reduced |
| McDaniel Terry & Co | 7,364 | $829.0K | 0.10% | +1,475+25.0% | Added |
| Herbst Group, LLC | 7,280 | $830.0K | 0.66% | −1,000−12.1% | Reduced |
| Cubic Asset Management, LLC | 7,386 | $832.0K | 0.22% | +155+2.1% | Added |
| MQS Management LLC | 7,423 | $836.0K | 0.57% | +7,423 | New |
| M. Kraus & Co | 7,438 | $838.0K | 0.32% | 00.0% | Unchanged |
| DMG Group, LLC | 7,420 | $842.0K | 1.00% | +99+1.4% | Added |
| Calton & Associates, Inc. | 7,491 | $843.0K | 0.47% | −7,041−48.5% | Reduced |
| American State Bank (Iowa) | 7,498 | $844.4K | 0.67% | +1,353+22.0% | Added |
| Lumina Fund Management LLC | 7,500 | $845.0K | 0.42% | 00.0% | Unchanged |
| P.A.W. Capital Corp | 7,500 | $845.0K | 1.23% | +1,000+15.4% | Added |
| Equitec Proprietary Markets, LLC | 7,500 | $845.0K | 0.40% | +7,500 | New |
| IFG Advisors, LLC | 7,512 | $846.0K | 0.43% | +14+0.2% | Added |
| High Falls Advisors, Inc | 7,512 | $846.0K | 0.26% | +19+0.3% | Added |
| Schneider Downs Wealth Management Advisors, LP | 7,511 | $846.0K | 0.24% | +1,436+23.6% | Added |
| Financial Management Network Inc | 7,439 | $848.0K | 0.45% | +1,633+28.1% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 7,538 | $849.0K | 0.38% | +406+5.7% | Added |
| Fuller & Thaler Asset Management, Inc. | 7,551 | $850.0K | 0.01% | −4,600−37.9% | Reduced |
| Atwood & Palmer Inc | 7,583 | $854.0K | 0.08% | −178−2.3% | Reduced |
| Northwest Wealth Management, LLC | 7,593 | $855.0K | 0.37% | +192+2.6% | Added |
| Plancorp, LLC | 7,599 | $856.0K | 0.05% | +281+3.8% | Added |
| Sierra Capital LLC | 7,629 | $859.0K | 0.16% | −506−6.2% | Reduced |
| TLWM | 7,629 | $859.0K | 0.33% | −53−0.7% | Reduced |
| Fortitude Advisory Group L.L.C. | 7,627 | $859.0K | 0.80% | +866+12.8% | Added |
| Carmichael Hill & Associates, Inc. | 7,641 | $860.0K | 0.49% | +120+1.6% | Added |
| Spinnaker Investment Group, LLC | 7,676 | $864.0K | 0.35% | −1,112−12.7% | Reduced |
| Triumph Capital Management | 7,674 | $864.0K | 0.46% | +477+6.6% | Added |
| LBMC Investment Advisors, LLC | 7,690 | $866.0K | 0.09% | −251−3.2% | Reduced |
| Dixon Fnancial Services, Inc. | 7,693 | $866.0K | 0.63% | −6−0.1% | Reduced |
| Alhambra Investment Partners LLC | 7,709 | $868.0K | 0.63% | +53+0.7% | Added |
| SC&H Financial Advisors, Inc. | 7,720 | $869.0K | 0.41% | −713−8.5% | Reduced |
| Round Table Services, LLC | 7,723 | $870.0K | 0.16% | −473−5.8% | Reduced |
| Quadrature Capital Ltd | 7,729 | $871.0K | 0.04% | −96,799−92.6% | Reduced |
| ASB Consultores, LLC | 7,747 | $872.0K | 0.38% | +249+3.3% | Added |
| Financial Strategies Group, Inc. | 7,772 | $875.0K | 0.37% | +2,272+41.3% | Added |
| Hirtle Callaghan & Co LLC | 7,786 | $877.0K | 0.05% | +1,973+33.9% | Added |
| Guild Investment Management, Inc. | 7,635 | $880.0K | 1.33% | +4,903+179.5% | Added |
| Physicians Financial Services, Inc. | 7,827 | $881.0K | 0.39% | +200+2.6% | Added |
| Pflug Koory, LLC | 7,830 | $882.0K | 0.51% | 00.0% | Unchanged |
| Port Capital LLC | 7,833 | $882.0K | 0.07% | +107+1.4% | Added |
| Asset Management Corp | 7,851 | $884.0K | 0.66% | −409−5.0% | Reduced |
| Ironwood Investment Management LLC | 7,848 | $884.0K | 0.59% | 00.0% | Unchanged |
| O'Brien Greene & Co. Inc | 7,871 | $887.0K | 0.33% | −11−0.1% | Reduced |
| Sweet Financial Partners, LLC | 7,886 | $888.0K | 0.28% | +2,308+41.4% | Added |
| Viewpoint Capital Management LLC | 7,905 | $890.0K | 0.83% | −25−0.3% | Reduced |
| Garrison Point Advisors, LLC | 7,902 | $890.0K | 0.74% | 00.0% | Unchanged |
| Denali Advisors LLC | 7,900 | $890.0K | 0.39% | +800+11.3% | Added |
| Hotaling Investment Management, LLC | 7,912 | $891.0K | 0.39% | +459+6.2% | Added |
| Evanson Asset Management, LLC | 7,928 | $893.0K | 0.10% | −2,333−22.7% | Reduced |
| Renaissance Group LLC | 7,943 | $894.0K | 0.05% | +139+1.8% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 7,950 | $895.0K | 0.02% | −556,513−98.6% | Reduced |
| Fortress Wealth Group, LLC | 7,950 | $895.0K | 0.77% | −162−2.0% | Reduced |
| Aspireon Wealth Advisors | 7,982 | $897.0K | 0.40% | +441+5.8% | Added |
| Renasant Bank | 7,996 | $900.0K | 0.73% | −555−6.5% | Reduced |
| GoodHaven Capital Management, LLC | 8,000 | $901.0K | 0.66% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 8,020 | $903.0K | 0.68% | +99+1.2% | Added |
| Proffitt & Goodson Inc | 8,023 | $903.0K | 0.18% | +551+7.4% | Added |
| LifeSteps Financial, Inc. | 8,053 | $907.0K | 0.95% | −564−6.5% | Reduced |
| Ignite Planners, LLC | 7,901 | $907.0K | 0.74% | +351+4.6% | Added |