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
- 3,427
- −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
- 1,781 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 |
|---|---|---|---|---|---|
| Marietta Investment Partners LLC | 12,356 | $1.39M | 0.41% | −11,225−47.6% | Reduced |
| Prestige Wealth Management Group LLC | 12,378 | $1.39M | 0.38% | +1,205+10.8% | Added |
| Insight Wealth Strategies, LLC | 12,380 | $1.39M | 0.26% | +1,988+19.1% | Added |
| 55I, LLC | 12,386 | $1.40M | 0.04% | −15,349−55.3% | Reduced |
| Pacitti Group Inc. | 12,389 | $1.40M | 1.07% | −365−2.9% | Reduced |
| Crystal Rock Capital Management | 12,393 | $1.40M | 1.32% | 00.0% | Unchanged |
| Weaver C. Barksdale & Associates, Inc. | 12,419 | $1.40M | 1.30% | +754+6.5% | Added |
| Elmwood Wealth Management, Inc. | 12,420 | $1.40M | 0.80% | +1,740+16.3% | Added |
| Pinnacle Wealth Planning Services, Inc. | 12,430 | $1.40M | 0.25% | −38,887−75.8% | Reduced |
| Schrum Private Wealth Management LLC | 12,430 | $1.40M | 1.58% | −383−3.0% | Reduced |
| Costello Asset Management, INC | 12,445 | $1.40M | 1.21% | −61−0.5% | Reduced |
| BSW Wealth Partners | 12,441 | $1.40M | 0.34% | +48+0.4% | Added |
| Trinity Financial Advisors LLC | 12,438 | $1.40M | 1.03% | +1,777+16.7% | Added |
| AXS Investments LLC | 12,468 | $1.40M | 0.50% | +3,301+36.0% | Added |
| Vise Technologies, Inc. | 12,476 | $1.41M | 0.55% | +3,519+39.3% | Added |
| Keudell/Morrison Wealth Management | 12,492 | $1.41M | 0.51% | +319+2.6% | Added |
| Falcon Wealth Planning | 12,524 | $1.41M | 0.48% | +15+0.1% | Added |
| KLCM Advisors, Inc. | 12,586 | $1.42M | 0.32% | +226+1.8% | Added |
| Perennial Investment Advisors, LLC | 12,637 | $1.42M | 0.55% | +326+2.6% | Added |
| Delta Financial Advisors LLC | 12,607 | $1.42M | 0.71% | +54+0.4% | Added |
| Kelly Lawrence W & Associates Inc | 12,612 | $1.42M | 0.39% | +250+2.0% | Added |
| Nicholas Hoffman & Company, LLC. | 12,608 | $1.42M | 0.07% | +346+2.8% | Added |
| Access Financial Services, Inc. | 12,627 | $1.42M | 0.81% | −1,001−7.3% | Reduced |
| All Terrain Financial Advisors, LLC | 12,642 | $1.42M | 0.73% | +1,947+18.2% | Added |
| Townsend & Associates, Inc | 12,624 | $1.43M | 0.66% | +1,108+9.6% | Added |
| Exane Derivatives | 12,673 | $1.43M | 0.82% | −1,706−11.9% | Reduced |
| Israel Discount Bank of New York | 12,669 | $1.43M | 1.08% | −46−0.4% | Reduced |
| Summit Wealth & Retirement Planning, Inc. | 12,691 | $1.43M | 0.55% | +553+4.6% | Added |
| Invst, LLC | 12,092 | $1.43M | 0.22% | +201+1.7% | Added |
| Main Street Financial Solutions, LLC | 12,732 | $1.43M | 0.19% | −1,662−11.5% | Reduced |
| Highland Private Wealth Management | 12,727 | $1.43M | 0.22% | +1,487+13.2% | Added |
| Heartland Bank & Trust Co | 12,786 | $1.44M | 1.28% | +266+2.1% | Added |
| Nvest Financial, LLC | 12,799 | $1.44M | 1.51% | −148−1.1% | Reduced |
| Regatta Capital Group, LLC | 12,839 | $1.45M | 0.69% | +174+1.4% | Added |
| Nomura Holdings Inc | 12,586 | $1.45M | 0.01% | −67,767−84.3% | Reduced |
| Oder Investment Management, LLC | 12,904 | $1.45M | 1.79% | +781+6.4% | Added |
| Legacy Wealth Management, LLC | 12,920 | $1.45M | 0.88% | −185−1.4% | Reduced |
| Wedmont Private Capital | 12,946 | $1.46M | 0.31% | +2,853+28.3% | Added |
| Wrapmanager Inc | 12,964 | $1.46M | 0.46% | +438+3.5% | Added |
| FinTrust Capital Advisors, LLC | 12,767 | $1.47M | 0.37% | −62−0.5% | Reduced |
| Highview Capital Management LLC | 13,014 | $1.47M | 1.13% | −150−1.1% | Reduced |
| World Equity Group, Inc. | 13,033 | $1.47M | 0.37% | −95−0.7% | Reduced |
| Rosenbaum Jay D. | 13,081 | $1.47M | 2.85% | +1,016+8.4% | Added |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 13,099 | $1.48M | 0.03% | −174,400−93.0% | Reduced |
| Arbor Capital Management Inc | 13,137 | $1.48M | 1.41% | −324−2.4% | Reduced |
| Trail Ridge Investment Advisors, LLC | 13,176 | $1.48M | 1.01% | −31−0.2% | Reduced |
| Pointe Capital Management LLC | 13,175 | $1.48M | 1.11% | −10−0.1% | Reduced |
| Mastrapasqua Asset Management Inc | 13,220 | $1.49M | 0.20% | +165+1.3% | Added |
| Todd Asset Management LLC | 13,271 | $1.49M | 0.04% | −253,689−95.0% | Reduced |
| Highlander Capital Management, LLC | 13,280 | $1.50M | 0.80% | 00.0% | Unchanged |
| Maven Securities LTD | 13,277 | $1.50M | 0.26% | +6,258+89.2% | Added |
| AIA Group Ltd | 13,292 | $1.50M | 0.08% | −13,172−49.8% | Reduced |
| Ahrens Investment Partners LLC | 13,300 | $1.50M | 0.66% | +217+1.7% | Added |
| Sittner & Nelson, LLC | 13,311 | $1.50M | 0.98% | +1,676+14.4% | Added |
| Weatherly Asset Management L. P. | 13,333 | $1.50M | 0.21% | −226−1.7% | Reduced |
| Marion Wealth Management | 13,334 | $1.50M | 0.79% | +3,965+42.3% | Added |
| Insight Inv LLC | 13,345 | $1.50M | 1.52% | +550+4.3% | Added |
| Grant/GrossMendelsohn, LLC | 13,308 | $1.50M | 0.84% | −42−0.3% | Reduced |
| Tilia Fiduciary Partners, Inc. | 13,341 | $1.51M | 1.44% | +869+7.0% | Added |
| Proficio Capital Partners LLC | 13,388 | $1.51M | 0.28% | −1,097−7.6% | Reduced |
| Saxon Interests, Inc. | 13,399 | $1.51M | 0.91% | +147+1.1% | Added |
| Steward Financial Group LLC | 13,408 | $1.51M | 1.25% | +190+1.4% | Added |
| Eagle Bluffs Wealth Management LLC | 13,400 | $1.51M | 1.63% | +2,363+21.4% | Added |
| Thomas White International Ltd | 13,446 | $1.51M | 0.30% | 00.0% | Unchanged |
| Aft, Forsyth & Sober, LLC | 13,450 | $1.51M | 0.70% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 13,478 | $1.52M | 0.63% | −3,370−20.0% | Reduced |
| Connecticut Wealth Management, LLC | 13,484 | $1.52M | 0.13% | −477−3.4% | Reduced |
| Benjamin Edwards Inc | 13,515 | $1.52M | 0.45% | −1,600−10.6% | Reduced |
| Accredited Investors Inc. | 13,536 | $1.52M | 0.18% | −183−1.3% | Reduced |
| Cim Investment Mangement Inc | 13,536 | $1.52M | 0.63% | −72−0.5% | Reduced |
| Caas Capital Management LP | 13,579 | $1.53M | 0.21% | −13,721−50.3% | Reduced |
| Sculati Wealth Management, LLC | 13,610 | $1.53M | 0.88% | +100+0.7% | Added |
| Twin Lakes Capital Management, LLC | 13,632 | $1.53M | 1.11% | −329−2.4% | Reduced |
| Concord Wealth Partners | 13,639 | $1.54M | 0.42% | +1,366+11.1% | Added |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 13,442 | $1.54M | 0.71% | +210+1.6% | Added |
| Klingman & Associates, LLC | 13,655 | $1.54M | 0.15% | +263+2.0% | Added |
| Private Portfolio Partners LLC | 13,669 | $1.54M | 0.43% | +990+7.8% | Added |
| Biltmore Family Office, LLC | 13,689 | $1.54M | 0.39% | −74−0.5% | Reduced |
| Birinyi Associates Inc | 13,700 | $1.54M | 0.70% | −2,800−17.0% | Reduced |
| Copeland Capital Management, LLC | 13,757 | $1.55M | 0.05% | −56,182−80.3% | Reduced |
| Lindenwold Advisors | 13,787 | $1.55M | 1.10% | +218+1.6% | Added |
| Occidental Asset Management, LLC | 13,793 | $1.55M | 0.46% | +927+7.2% | Added |
| Chilton Investment Co LLC | 13,838 | $1.56M | 0.04% | +1,260+10.0% | Added |
| Cornell Pochily Investment Advisors, Inc. | 13,887 | $1.56M | 0.70% | +1,267+10.0% | Added |
| Roof Eidam & Maycock | 13,896 | $1.56M | 0.58% | +55+0.4% | Added |
| Next Capital Management LLC | 13,916 | $1.57M | 1.16% | +26+0.2% | Added |
| Gilman Hill Asset Management, LLC | 13,923 | $1.57M | 0.34% | +2,858+25.8% | Added |
| Intrua Financial, LLC | 13,984 | $1.57M | 0.34% | +714+5.4% | Added |
| Axiom Financial Strategies, LLC | 13,988 | $1.57M | 0.83% | +12+0.1% | Added |
| Advisory Research Inc | 14,033 | $1.58M | 0.15% | +3,184+29.3% | Added |
| Front Street Capital Management, Inc. | 14,044 | $1.58M | 0.37% | −3,521−20.0% | Reduced |
| Traphagen Investment Advisors LLC | 14,086 | $1.59M | 0.29% | +430+3.1% | Added |
| Aquatic Capital Management LLC | 14,100 | $1.59M | 0.52% | +11,600+464.0% | Added |
| Peoples Bank | 14,124 | $1.59M | 0.98% | −445−3.1% | Reduced |
| Neumann Capital Management, LLC | 14,185 | $1.60M | 0.81% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 14,210 | $1.60M | 0.10% | −2,806−16.5% | Reduced |
| Fortem Financial Group, LLC | 14,208 | $1.60M | 1.05% | −967−6.4% | Reduced |
| Clear Street Markets LLC | 14,227 | $1.60M | 0.54% | +7,105+99.8% | Added |
| Hartline Investment Corp | 12,668 | $1.61M | 0.26% | −190−1.5% | Reduced |
| Cipher Capital LP | 14,321 | $1.61M | 0.36% | +14,321 | New |