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 |
|---|---|---|---|---|---|
| Sky Investment Group LLC | 9,187 | $1.03M | 0.25% | +314+3.5% | Added |
| Cypress Wealth Services, LLC | 9,201 | $1.04M | 0.33% | +3,692+67.0% | Added |
| Syntal Capital Partners, LLC | 9,256 | $1.04M | 0.46% | +2,184+30.9% | Added |
| Gilbert & Cook, Inc. | 9,259 | $1.04M | 0.19% | +83+0.9% | Added |
| Dohj, LLC | 9,268 | $1.04M | 0.59% | +287+3.2% | Added |
| Foresight Wealth Management, LLC | 9,273 | $1.04M | 0.36% | +898+10.7% | Added |
| Zions Bancorporation, N.A. | 9,284 | $1.04M | 0.10% | −12,550−57.5% | Reduced |
| Davidson Investment Advisors | 9,281 | $1.04M | 0.09% | −270−2.8% | Reduced |
| HM Capital Management, LLC | 9,275 | $1.04M | 0.58% | +6,055+188.0% | Added |
| Baystate Wealth Management LLC | 9,293 | $1.05M | 0.10% | +574+6.6% | Added |
| Harvest Volatility Management LLC | 9,303 | $1.05M | 0.17% | +934+11.2% | Added |
| Greenup Street Wealth Management LLC | 9,305 | $1.05M | 0.50% | +9,305 | New |
| Personal Cfo Solutions, LLC | 9,317 | $1.05M | 0.25% | +897+10.7% | Added |
| Ridgecrest Wealth Partners, LLC | 9,334 | $1.05M | 0.76% | +297+3.3% | Added |
| Fiera Capital Corp | 9,398 | $1.06M | 0.00% | 00.0% | Unchanged |
| Tempus Wealth Planning, LLC | 9,393 | $1.06M | 0.87% | 00.0% | Unchanged |
| Westwood Wealth Management | 9,412 | $1.06M | 1.22% | −60−0.6% | Reduced |
| My Legacy Advisors, LLC | 9,398 | $1.06M | 0.53% | +749+8.7% | Added |
| Financial Partners Group, Inc | 9,447 | $1.06M | 0.27% | +524+5.9% | Added |
| Drive Wealth Management, LLC | 9,445 | $1.06M | 0.97% | +1,298+15.9% | Added |
| KC Investment Advisors, LLC | 9,512 | $1.07M | 0.89% | −198−2.0% | Reduced |
| Meadow Creek Wealth Advisors LLC | 9,514 | $1.07M | 1.32% | +117+1.2% | Added |
| Sage Rhino Capital LLC | 9,535 | $1.07M | 0.41% | +209+2.2% | Added |
| One + One Wealth Management, LLC | 9,544 | $1.07M | 0.81% | +97+1.0% | Added |
| Philo Smith Capital Corp | 9,550 | $1.08M | 0.44% | −350−3.5% | Reduced |
| Auxano Advisors, LLC | 9,562 | $1.08M | 0.53% | +171+1.8% | Added |
| NTB Financial Corp | 9,560 | $1.08M | 0.87% | +605+6.8% | Added |
| Hollow Brook Wealth Management LLC | 9,576 | $1.08M | 0.59% | 00.0% | Unchanged |
| Corundum Group, Inc. | 9,574 | $1.08M | 0.73% | +1,494+18.5% | Added |
| Cozad Asset Management Inc | 9,624 | $1.08M | 0.17% | −300−3.0% | Reduced |
| Connors Investor Services Inc | 9,660 | $1.09M | 0.14% | −173−1.8% | Reduced |
| Wealthquest Corp | 8,982 | $1.09M | 0.16% | −969−9.7% | Reduced |
| Prentice Wealth Management LLC | 9,724 | $1.09M | 1.12% | +748+8.3% | Added |
| Onyx Bridge Wealth Group LLC | 9,555 | $1.10M | 0.49% | −3,138−24.7% | Reduced |
| Crescent Grove Advisors, LLC | 9,742 | $1.10M | 0.12% | −520−5.1% | Reduced |
| Childress Capital Advisors, LLC | 9,748 | $1.10M | 0.43% | +437+4.7% | Added |
| Alterity Financial Group, LLC | 9,750 | $1.10M | 1.63% | +9,750 | New |
| Burgundy Asset Management Ltd. | 9,761 | $1.10M | 0.01% | 00.0% | Unchanged |
| Masso Torrence Wealth Management Inc. | 9,764 | $1.10M | 0.97% | +1,672+20.7% | Added |
| Executive Wealth Management, LLC | 9,783 | $1.10M | 0.15% | −749−7.1% | Reduced |
| Aveo Capital Partners, LLC | 9,783 | $1.10M | 0.18% | +6,459+194.3% | Added |
| US Asset Management LLC | 9,810 | $1.10M | 1.21% | +44+0.5% | Added |
| Towercrest Capital Management | 9,821 | $1.11M | 0.25% | −327−3.2% | Reduced |
| Hemington Wealth Management | 9,821 | $1.11M | 0.44% | +133+1.4% | Added |
| Joseph Group Capital Management | 9,828 | $1.11M | 1.11% | +834+9.3% | Added |
| West Family Investments, Inc. | 9,848 | $1.11M | 0.44% | +7,379+298.9% | Added |
| Focused Wealth Management, Inc | 9,867 | $1.11M | 0.20% | +2,658+36.9% | Added |
| South Street Advisors LLC | 9,879 | $1.11M | 0.25% | +520+5.6% | Added |
| Keebeck Alpha, LP | 9,884 | $1.11M | 0.50% | +967+10.8% | Added |
| Morton Capital Management LLC | 9,894 | $1.11M | 0.49% | +366+3.8% | Added |
| GQG Partners LLC | 9,913 | $1.12M | 0.00% | +9,913 | New |
| Windsor Group LTD | 9,985 | $1.12M | 0.29% | −4,309−30.1% | Reduced |
| Morris Financial Concepts, Inc. | 9,942 | $1.12M | 1.06% | 00.0% | Unchanged |
| IPG Investment Advisors LLC | 9,985 | $1.12M | 0.28% | −7,983−44.4% | Reduced |
| Laird Norton Trust Company, LLC | 9,995 | $1.13M | 0.14% | −4,198−29.6% | Reduced |
| Accuvest Global Advisors | 10,003 | $1.13M | 0.72% | +4,894+95.8% | Added |
| Anson Funds Management LP | 10,000 | $1.13M | 0.16% | +10,000 | New |
| PMC FIG Opportunities LLC | 10,000 | $1.13M | 6.34% | +10,000 | New |
| Oxler Private Wealth LLC | 10,007 | $1.13M | 0.54% | +81+0.8% | Added |
| Sage Mountain Advisors LLC | 10,032 | $1.13M | 0.20% | −560−5.3% | Reduced |
| Round Hill Asset Management | 10,057 | $1.13M | 0.69% | −27−0.3% | Reduced |
| AlphaCore Capital LLC | 10,059 | $1.13M | 0.53% | +2,395+31.3% | Added |
| MBL Wealth, LLC | 10,073 | $1.13M | 0.28% | +638+6.8% | Added |
| Vantage Financial Partners Ltd., Inc. | 10,074 | $1.13M | 0.67% | +3,300+48.7% | Added |
| Front Row Advisors LLC | 10,092 | $1.14M | 0.56% | +39+0.4% | Added |
| JFS Wealth Advisors, LLC | 10,105 | $1.14M | 0.12% | −2,057−16.9% | Reduced |
| CKW Financial Group | 9,978 | $1.14M | 0.19% | +10.0% | Added |
| Monte Financial Group, LLC | 10,136 | $1.14M | 0.67% | 00.0% | Unchanged |
| Sunflower Bank, N.A. | 10,169 | $1.15M | 0.23% | −2,679−20.9% | Reduced |
| Jackson Hole Capital Partners, LLC | 10,178 | $1.15M | 0.36% | +424+4.3% | Added |
| Charter Oak Capital Management, LLC | 10,194 | $1.15M | 0.16% | +175+1.7% | Added |
| Ramsay, Stattman, Vela & Price, Inc. | 10,216 | $1.15M | 0.26% | +830+8.8% | Added |
| Advisor OS, LLC | 10,234 | $1.15M | 0.34% | +3,639+55.2% | Added |
| Winthrop Advisory Group LLC | 10,258 | $1.16M | 0.27% | −522−4.8% | Reduced |
| Cidel Asset Management Inc | 10,264 | $1.16M | 0.05% | +30+0.3% | Added |
| Passive Capital Management, LLC. | 10,272 | $1.16M | 0.59% | −9,845−48.9% | Reduced |
| IMS Capital Management | 10,277 | $1.16M | 0.75% | −1,432−12.2% | Reduced |
| Allred Capital Management, LLC | 10,289 | $1.16M | 0.73% | −788−7.1% | Reduced |
| MONECO Advisors, LLC | 10,309 | $1.16M | 0.45% | +1,553+17.7% | Added |
| Trust Investment Advisors | 10,322 | $1.16M | 1.12% | +149+1.5% | Added |
| Waddell & Associates, LLC | 10,345 | $1.17M | 0.24% | −260−2.5% | Reduced |
| Icapital Wealth LLC | 10,355 | $1.17M | 0.74% | −7,600−42.3% | Reduced |
| Princeton Capital Management LLC | 10,355 | $1.17M | 0.45% | +2,137+26.0% | Added |
| N.E.W. Advisory Services LLC | 10,359 | $1.17M | 0.20% | +319+3.2% | Added |
| Burke & Herbert Bank & Trust Co | 10,367 | $1.17M | 0.88% | −818−7.3% | Reduced |
| Commons Capital, LLC | 10,383 | $1.17M | 1.77% | +46+0.4% | Added |
| Sterling Investment Counsel, LLC | 10,407 | $1.17M | 0.89% | +75+0.7% | Added |
| Transatlantique Private Wealth LLC | 10,420 | $1.17M | 0.82% | +10,420 | New |
| Vista Investment Management | 10,426 | $1.17M | 0.71% | +294+2.9% | Added |
| Ssi Investment Management LLC | 10,441 | $1.18M | 0.07% | −180−1.7% | Reduced |
| BigSur Wealth Management LLC | 10,442 | $1.18M | 0.55% | 00.0% | Unchanged |
| Roman Butler Fullerton & Co | 10,428 | $1.18M | 0.65% | −103−1.0% | Reduced |
| Eudaimonia Advisors LLC | 10,507 | $1.18M | 0.81% | −967−8.4% | Reduced |
| First Financial Corp | 10,505 | $1.18M | 0.78% | +102+1.0% | Added |
| Eqis Capital Management, Inc. | 10,527 | $1.19M | 0.13% | +123+1.2% | Added |
| Taconic Capital Advisors LP | 10,540 | $1.19M | 0.03% | +2,040+24.0% | Added |
| Truepoint, Inc. | 10,556 | $1.19M | 0.06% | +8,164+341.3% | Added |
| Terril Brothers, Inc. | 10,573 | $1.19M | 0.49% | −3,309−23.8% | Reduced |
| Capital Square, LLC | 10,609 | $1.19M | 0.99% | −199−1.8% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 10,610 | $1.20M | 0.25% | +701+7.1% | Added |