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 |
|---|---|---|---|---|---|
| New England Research & Management, Inc. | 8,060 | $908.0K | 0.53% | 00.0% | Unchanged |
| Founders Financial Securities LLC | 8,080 | $910.0K | 0.18% | +531+7.0% | Added |
| Wealth Management Associates, Inc. | 8,090 | $911.0K | 0.62% | −493−5.7% | Reduced |
| Heritage Wealth Management, LLC | 8,094 | $911.4K | 0.30% | −3,361−29.3% | Reduced |
| Ti-Trust, Inc | 8,117 | $914.0K | 0.94% | −200−2.4% | Reduced |
| Alesco Advisors LLC | 8,118 | $914.0K | 0.04% | +1,542+23.4% | Added |
| BTG Pactual Global Asset Management Ltd | 8,127 | $915.0K | 0.83% | +8,127 | New |
| Bouchey Financial Group Ltd | 8,135 | $916.0K | 0.15% | +20.0% | Added |
| Simon Quick Advisors, LLC | 7,929 | $918.0K | 0.12% | +2,011+34.0% | Added |
| MEMBERS Trust Co | 8,178 | $921.0K | 0.03% | −75−0.9% | Reduced |
| Lionsbridge Wealth Management LLC | 8,189 | $922.0K | 1.07% | −507−5.8% | Reduced |
| Cardiff Park Advisors, LLC | 8,191 | $922.0K | 0.14% | +285+3.6% | Added |
| Phocas Financial Corp. | 8,196 | $923.0K | 0.14% | −1,815−18.1% | Reduced |
| Legacy Bridge, LLC | 8,198 | $923.0K | 0.68% | 00.0% | Unchanged |
| Keeley-Teton Advisors, LLC | 8,194 | $923.0K | 0.12% | +91+1.1% | Added |
| Summit Financial Wealth Advisors, LLC | 8,007 | $923.0K | 0.22% | +530+7.1% | Added |
| ELCO Management Co., LLC | 8,207 | $924.0K | 0.76% | −81−1.0% | Reduced |
| Bigelow Investment Advisors, LLC | 8,205 | $924.0K | 0.51% | +803+10.8% | Added |
| Ayrshire Capital Management LLC | 8,247 | $929.0K | 0.66% | −780−8.6% | Reduced |
| SignalPoint Asset Management, LLC | 8,263 | $930.0K | 0.34% | +361+4.6% | Added |
| McElhenny Sheffield Capital Management, LLC | 8,270 | $931.0K | 0.43% | 00.0% | Unchanged |
| KerberRose Wealth Management, LLC | 8,265 | $931.0K | 0.76% | +8,265 | New |
| W Advisors, LLC | 8,307 | $935.0K | 0.81% | +52+0.6% | Added |
| CRA Financial Services, LLC | 8,315 | $936.0K | 0.32% | −1,389−14.3% | Reduced |
| Searle & Co. | 8,311 | $936.0K | 0.37% | 00.0% | Unchanged |
| New Century Advisors, LLC | 8,310 | $936.0K | 1.06% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 8,316 | $936.0K | 0.23% | +467+5.9% | Added |
| FSM Wealth Advisors, LLC | 8,202 | $938.0K | 0.93% | +8,202 | New |
| TBH Global Asset Management, LLC | 8,377 | $943.0K | 0.22% | −3,342−28.5% | Reduced |
| Global Trust Asset Management, LLC | 8,407 | $947.0K | 0.47% | −312−3.6% | Reduced |
| Tradition Wealth Management, LLC | 8,420 | $948.0K | 0.14% | −84−1.0% | Reduced |
| Orca Investment Management, LLC | 8,418 | $948.0K | 0.88% | +135+1.6% | Added |
| Silicon Hills Wealth Management, LLC | 8,425 | $949.0K | 0.69% | −74−0.9% | Reduced |
| Hummer Financial Advisory Services Inc | 8,457 | $952.0K | 1.08% | −383−4.3% | Reduced |
| Taylor Hoffman Wealth Management | 8,354 | $953.0K | 0.47% | −316−3.6% | Reduced |
| Benchmark Investment Advisors LLC | 8,470 | $954.0K | 0.99% | −1,372−13.9% | Reduced |
| Navalign, LLC | 8,472 | $954.0K | 0.42% | +20.0% | Added |
| CenterBook Partners LP | 8,478 | $955.0K | 0.20% | +8,478 | New |
| Beacon Financial Advisory LLC | 8,488 | $956.0K | 0.54% | −120−1.4% | Reduced |
| Meridian Financial Partners LLC | 8,302 | $957.0K | 0.65% | +285+3.6% | Added |
| Capital Management Associates | 8,500 | $957.0K | 1.41% | +572+7.2% | Added |
| Raleigh Capital Management Inc. | 8,495 | $957.0K | 0.54% | +682+8.7% | Added |
| Ern LLC | 8,500 | $957.0K | 1.07% | +8,500 | New |
| Clarus Group, Inc. | 8,509 | $958.0K | 0.80% | −100−1.2% | Reduced |
| First National Bank & Trust Co of Newtown | 8,510 | $958.0K | 0.22% | 00.0% | Unchanged |
| Mason & Associates Inc | 8,506 | $958.0K | 0.34% | +93+1.1% | Added |
| Hemenway Trust Co LLC | 8,516 | $959.0K | 0.11% | +112+1.3% | Added |
| First National Advisers, LLC | 8,512 | $959.0K | 1.99% | +8,512 | New |
| Stephenson National Bank & Trust | 8,524 | $960.0K | 0.59% | +293+3.6% | Added |
| Castle Wealth Management LLC | 8,545 | $962.0K | 0.56% | +8,545 | New |
| Cheviot Value Management, LLC | 8,556 | $963.0K | 0.24% | −35−0.4% | Reduced |
| Twin Focus Capital Partners, LLC | 8,548 | $963.0K | 0.22% | +82+1.0% | Added |
| Berkeley Capital Partners, LLC | 8,554 | $963.0K | 0.40% | +1,362+18.9% | Added |
| Sather Financial Group Inc | 8,566 | $965.0K | 0.10% | 00.0% | Unchanged |
| Defined Wealth Management, LLC | 8,586 | $967.0K | 0.99% | 00.0% | Unchanged |
| Cerro Pacific Wealth Advisors LLC | 8,610 | $970.0K | 0.61% | +1,558+22.1% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 8,570 | $971.0K | 0.02% | −582,484−98.6% | Reduced |
| Wealth Management Partners, LLC | 9,000 | $975.0K | 0.85% | 00.0% | Unchanged |
| Salzhauer Michael | 8,660 | $976.0K | 0.61% | −2,800−24.4% | Reduced |
| Accel Wealth Management | 8,639 | $976.0K | 0.56% | −59−0.7% | Reduced |
| Brown Advisory Securities, LLC | 8,704 | $977.0K | 0.92% | −2,982−25.5% | Reduced |
| Triad Financial Advisors, Inc. | 8,675 | $977.0K | 0.54% | +92+1.1% | Added |
| Kozak & Associates, Inc. | 8,685 | $978.0K | 0.65% | +1,783+25.8% | Added |
| Keel Point, LLC | 8,271 | $979.0K | 0.15% | −91−1.1% | Reduced |
| Two Sigma Securities, LLC | 8,721 | $982.0K | 0.17% | +4,746+119.4% | Added |
| Pluribus Labs, LLC | 8,747 | $985.0K | 1.80% | +4,840+123.9% | Added |
| Column Capital Advisors, LLC | 8,756 | $986.0K | 0.19% | +1,613+22.6% | Added |
| Revolve Wealth Partners, LLC | 8,770 | $988.0K | 0.32% | −174−1.9% | Reduced |
| Bluefin Capital Management, LLC | 8,570 | $988.0K | 0.14% | +2,040+31.2% | Added |
| PSI Advisors, LLC | 8,784 | $989.0K | 0.49% | −185−2.1% | Reduced |
| Eagle Capital Management LLC | 8,808 | $992.0K | 0.00% | −1,577−15.2% | Reduced |
| Collective Family Office LLC | 8,813 | $992.0K | 0.43% | −64−0.7% | Reduced |
| Addison Advisors LLC | 8,816 | $993.0K | 0.60% | −280−3.1% | Reduced |
| Select Asset Management & Trust | 8,833 | $995.0K | 1.07% | −30−0.3% | Reduced |
| DSC Advisors, L.P. | 8,833 | $995.0K | 1.00% | +440+5.2% | Added |
| Richard P Slaughter Associates Inc | 8,837 | $995.0K | 0.44% | +624+7.6% | Added |
| Relyea Zuckerberg Hanson LLC | 8,840 | $995.0K | 0.37% | +624+7.6% | Added |
| Colonial River Wealth Management, LLC | 8,849 | $996.0K | 0.65% | +1,298+17.2% | Added |
| HMS Capital Management, LLC | 8,841 | $996.0K | 0.58% | +1,369+18.3% | Added |
| Well Done, LLC | 8,862 | $998.0K | 0.22% | +18+0.2% | Added |
| Hendershot Investments Inc. | 8,873 | $999.0K | 0.18% | 00.0% | Unchanged |
| Central Bank & Trust Co | 8,874 | $999.0K | 0.20% | +36+0.4% | Added |
| 1620 Investment Advisors, Inc. | 8,909 | $1.00M | 1.38% | +649+7.9% | Added |
| F3Logic, LLC | 8,919 | $1.00M | 0.18% | +6,883+338.1% | Added |
| City State Bank | 8,921 | $1.00M | 0.70% | +10+0.1% | Added |
| Samalin Investment Counsel, LLC | 8,922 | $1.00M | 0.71% | +292+3.4% | Added |
| Ascension Asset Management LLC | 8,954 | $1.01M | 0.74% | +8,954 | New |
| Mendel Capital Management LLC | 9,004 | $1.01M | 1.13% | −149−1.6% | Reduced |
| KRS Capital Management, LLC | 9,008 | $1.01M | 1.44% | +76+0.9% | Added |
| San Luis Wealth Advisors LLC | 9,014 | $1.01M | 1.17% | −2,898−24.3% | Reduced |
| Carson Advisory Inc. | 9,011 | $1.01M | 1.13% | +896+11.0% | Added |
| Gladius Capital Management LP | 9,006 | $1.01M | 0.22% | +6,701+290.7% | Added |
| Bennett Selby Investments LP | 9,050 | $1.02M | 0.79% | −1,415−13.5% | Reduced |
| Hardy Reed LLC | 9,068 | $1.02M | 0.22% | +65+0.7% | Added |
| Citadel Investment Advisory, Inc. | 9,086 | $1.02M | 0.69% | −125−1.4% | Reduced |
| Caz Investments LP | 9,100 | $1.02M | 3.25% | +1,600+21.3% | Added |
| Altus Wealth Group LLC | 6,281 | $1.03M | 1.02% | +88+1.4% | Added |
| LWM Advisory Services, LLC | 9,129 | $1.03M | 1.23% | +3,308+56.8% | Added |
| Traverso Chambers Private Wealth Management, LLC | 9,141 | $1.03M | 0.34% | +475+5.5% | Added |
| LVM Capital Management Ltd | 9,187 | $1.03M | 0.15% | 00.0% | Unchanged |