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 |
|---|---|---|---|---|---|
| Norris Perne & French LLP | 10,610 | $1.20M | 0.11% | +887+9.1% | Added |
| JSF Financial, LLC | 10,627 | $1.20M | 0.54% | +294+2.8% | Added |
| Gerber Kawasaki Wealth & Investment Management | 10,652 | $1.20M | 0.11% | −2,131−16.7% | Reduced |
| Westbourne Investment Advisors, Inc. | 10,675 | $1.20M | 0.75% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 10,772 | $1.21M | 0.05% | +3,737+53.1% | Added |
| Newbridge Financial Services Group, Inc. | 10,714 | $1.21M | 0.75% | +1,172+12.3% | Added |
| Wealth Alliance Advisory Group, LLC | 10,710 | $1.21M | 0.57% | +1,926+21.9% | Added |
| Orleans Capital Management Corp | 10,733 | $1.21M | 0.90% | −75−0.7% | Reduced |
| Galibier Capital Management Ltd. | 10,735 | $1.21M | 0.23% | +3,904+57.2% | Added |
| Cape Ann Savings Bank | 10,768 | $1.21M | 0.93% | −89−0.8% | Reduced |
| Lincluden Management Ltd | 10,780 | $1.21M | 0.13% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 10,797 | $1.22M | 1.11% | −194−1.8% | Reduced |
| First Farmers & Merchants Bank / Trust | 10,784 | $1.22M | 1.51% | +97+0.9% | Added |
| Avestar Capital, LLC | 10,798 | $1.22M | 0.33% | −223−2.0% | Reduced |
| Marble Harbor Investment Counsel, LLC | 10,799 | $1.22M | 0.19% | +447+4.3% | Added |
| TD Ameritrade Investment Management, LLC | 10,819 | $1.22M | 0.01% | −3,216−22.9% | Reduced |
| Cornerstone National Bank & Trust Co | 10,859 | $1.22M | 0.61% | +580+5.6% | Added |
| JNBA Financial Advisors | 10,894 | $1.23M | 0.19% | −175−1.6% | Reduced |
| Corvex Management LP | 10,907 | $1.23M | 0.08% | 00.0% | Unchanged |
| Tiger Eye Capital LLC | 10,910 | $1.23M | 1.09% | 00.0% | Unchanged |
| BlackDiamond Wealth Management Inc. | 10,726 | $1.23M | 1.53% | −20−0.2% | Reduced |
| Signet Financial Management, LLC | 10,922 | $1.23M | 0.23% | +3,708+51.4% | Added |
| Capital Advisors, Ltd. LLC | 10,936 | $1.23M | 0.23% | +124+1.1% | Added |
| One Charles Private Wealth Services, LLC | 11,036 | $1.24M | 0.83% | +139+1.3% | Added |
| GoalVest Advisory LLC | 10,985 | $1.24M | 0.78% | −466−4.1% | Reduced |
| Finer Wealth Management, Inc. | 10,991 | $1.24M | 1.13% | +1,420+14.8% | Added |
| Patriot Investment Management Inc. | 11,005 | $1.24M | 0.12% | −184−1.6% | Reduced |
| Financial Management Professionals, Inc. | 11,010 | $1.24M | 0.30% | +1,392+14.5% | Added |
| Sonata Capital Group Inc | 11,034 | $1.24M | 0.65% | −600−5.2% | Reduced |
| Naviter Wealth, LLC | 11,066 | $1.25M | 0.51% | +11,066 | New |
| Old Mission Investment Co LLC | 11,065 | $1.25M | 0.54% | −3,108−21.9% | Reduced |
| Wealth Architects, LLC | 11,077 | $1.25M | 0.24% | +133+1.2% | Added |
| Alera Investment Advisors, LLC | 11,095 | $1.25M | 0.35% | −459−4.0% | Reduced |
| Orion Capital Management LLC | 11,100 | $1.25M | 0.97% | +350+3.3% | Added |
| Cacti Asset Management LLC | 11,110 | $1.25M | 0.12% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 11,107 | $1.25M | 0.00% | 00.0% | Unchanged |
| MJP Associates Inc | 11,113 | $1.25M | 0.35% | +566+5.4% | Added |
| Stonnington Group, LLC | 10,914 | $1.25M | 0.33% | −1,384−11.3% | Reduced |
| Lavaca Capital LLC | 10,981 | $1.25M | 0.63% | −482−4.2% | Reduced |
| Surevest, LLC | 11,151 | $1.26M | 0.33% | −3,138−22.0% | Reduced |
| Carl P. Sherr & Co., LLC | 11,235 | $1.26M | 0.95% | +364+3.3% | Added |
| Prelude Capital Management, LLC | 11,254 | $1.27M | 0.06% | −227−2.0% | Reduced |
| GraniteShares Advisors LLC | 11,275 | $1.27M | 0.93% | +11,275 | New |
| MBA Advisors LLC | 11,276 | $1.27M | 0.87% | −20.0% | Reduced |
| Advus Financial Partners, LLC | 11,293 | $1.27M | 0.67% | +1,964+21.1% | Added |
| Brooktree Capital Management | 11,357 | $1.28M | 0.96% | 00.0% | Unchanged |
| Fort Point Capital Partners LLC | 11,387 | $1.28M | 0.23% | −162−1.4% | Reduced |
| Total Clarity Wealth Management, Inc. | 11,430 | $1.29M | 0.67% | +407+3.7% | Added |
| L.M. Kohn & Company | 11,446 | $1.29M | 0.60% | +176+1.6% | Added |
| CX Institutional | 11,460 | $1.29M | 0.10% | −603−5.0% | Reduced |
| Caldwell Investment Management Ltd. | 11,460 | $1.29M | 1.30% | 00.0% | Unchanged |
| Paces Ferry Wealth Advisors, LLC | 11,464 | $1.29M | 1.27% | +172+1.5% | Added |
| Holistic Financial Partners | 11,469 | $1.29M | 1.22% | −1,551−11.9% | Reduced |
| Castle Rock Wealth Management, LLC | 11,274 | $1.29M | 0.66% | +5,535+96.4% | Added |
| Texas Capital Bancshares Inc | 11,488 | $1.29M | 0.98% | +1,542+15.5% | Added |
| Heron Financial Group, LLC | 11,502 | $1.29M | 0.79% | +6+0.1% | Added |
| Credential Qtrade Securities Inc. | 11,515 | $1.30M | 0.09% | +8,457+276.6% | Added |
| Godshalk Welsh Capital Management, Inc. | 11,541 | $1.30M | 0.93% | −100−0.9% | Reduced |
| BHK Investment Advisors, LLC | 11,548 | $1.30M | 0.58% | +1,590+16.0% | Added |
| Boston Common Asset Management, LLC | 11,564 | $1.30M | 0.06% | +75+0.7% | Added |
| St. Johns Investment Management Company, LLC | 11,589 | $1.30M | 0.83% | +191+1.7% | Added |
| First Dallas Securities Inc. | 11,636 | $1.31M | 0.88% | +310+2.7% | Added |
| Mainstay Capital Management LLC | 11,644 | $1.31M | 0.30% | 00.0% | Unchanged |
| 44 Wealth Management LLC | 11,663 | $1.31M | 0.51% | +1,746+17.6% | Added |
| Acorn Wealth Advisors, LLC | 11,672 | $1.31M | 1.04% | −178−1.5% | Reduced |
| Warren Averett Asset Management, LLC | 11,675 | $1.31M | 0.12% | +494+4.4% | Added |
| Aft, Forsyth & Company, Inc. | 11,702 | $1.32M | 1.07% | −350−2.9% | Reduced |
| Vigilare Wealth Management | 11,702 | $1.32M | 1.43% | +6,857+141.5% | Added |
| Trust Co | 11,720 | $1.32M | 0.28% | +731+6.7% | Added |
| Bell Bank | 11,729 | $1.32M | 0.16% | +3,002+34.4% | Added |
| Plante Moran Financial Advisors, LLC | 11,762 | $1.32M | 0.22% | −551−4.5% | Reduced |
| Prudent Man Advisors, LLC | 11,768 | $1.32M | 0.62% | −140−1.2% | Reduced |
| Formidable Asset Management, LLC | 11,732 | $1.33M | 0.30% | +571+5.1% | Added |
| Evergreen Wealth Solutions, LLC | 11,810 | $1.33M | 1.63% | +295+2.6% | Added |
| Solidarilty Wealth, LLC | 11,595 | $1.34M | 0.72% | −1,156−9.1% | Reduced |
| Members Capital Advisors Inc | 11,881 | $1.34M | 0.97% | 00.0% | Unchanged |
| West Michigan Advisors, LLC | 11,930 | $1.34M | 1.15% | +725+6.5% | Added |
| QVR LLC | 11,981 | $1.35M | 1.07% | +11,981 | New |
| First National Bank of South Miami | 11,991 | $1.35M | 0.92% | −120−1.0% | Reduced |
| Greenwich Wealth Management LLC | 12,056 | $1.36M | 0.18% | −677−5.3% | Reduced |
| CoreFirst Bank & Trust | 12,070 | $1.36M | 1.07% | −290−2.3% | Reduced |
| BancorpSouth Bank | 12,081 | $1.36M | 0.20% | +194+1.6% | Added |
| Bath Savings Trust Co | 12,099 | $1.36M | 0.18% | +35+0.3% | Added |
| Autumn Glory Partners, LLC | 12,113 | $1.36M | 1.01% | +2,827+30.4% | Added |
| John G Ullman & Associates Inc | 12,113 | $1.36M | 0.22% | +12,113 | New |
| Money Concepts Capital Corp | 11,967 | $1.36M | 0.12% | −14,007−53.9% | Reduced |
| Trillium Asset Management, LLC | 12,133 | $1.37M | 0.04% | −740−5.7% | Reduced |
| Accurate Wealth Management, LLC | 12,014 | $1.37M | 0.74% | −192−1.6% | Reduced |
| CoreCap Advisors, LLC | 12,179 | $1.37M | 0.11% | −992−7.5% | Reduced |
| Palumbo Wealth Management LLC | 12,211 | $1.38M | 1.09% | +442+3.8% | Added |
| Aire Advisors, LLC | 12,185 | $1.38M | 0.49% | +524+4.5% | Added |
| Ballast, Inc. | 12,214 | $1.38M | 0.64% | +657+5.7% | Added |
| Kiley Juergens Wealth Management, LLC | 12,219 | $1.38M | 0.65% | +12,219 | New |
| Selective Wealth Management, Inc. | 12,227 | $1.38M | 0.49% | −173−1.4% | Reduced |
| Venturi Wealth Management, LLC | 12,250 | $1.38M | 0.12% | +965+8.6% | Added |
| Woodward Diversified Capital, LLC | 12,265 | $1.38M | 1.06% | +431+3.6% | Added |
| Fiduciary Planning LLC | 12,275 | $1.38M | 0.68% | +1,632+15.3% | Added |
| Kensington Investment Counsel, LLC | 12,307 | $1.39M | 1.18% | −216−1.7% | Reduced |
| Windsor Capital Management, LLC | 12,308 | $1.39M | 0.49% | −110−0.9% | Reduced |
| Lee Johnson Capital Management, LLC | 12,307 | $1.39M | 1.65% | +272+2.3% | Added |