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 |
|---|---|---|---|---|---|
| Red Cedar Investment Management, LLC | 14,382 | $1.62M | 0.27% | 00.0% | Unchanged |
| Chapman Investment Management, LLC | 14,408 | $1.62M | 1.12% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 14,413 | $1.62M | 1.20% | +547+3.9% | Added |
| Blodgett Wealth Advisors, LLC | 14,461 | $1.63M | 1.80% | −827−5.4% | Reduced |
| S.E.E.D. Planning Group LLC | 14,461 | $1.63M | 0.74% | +1,784+14.1% | Added |
| Lion Street Advisors, LLC | 9,581 | $1.63M | 0.86% | +822+9.4% | Added |
| DAGCO, Inc. | 14,495 | $1.63M | 0.84% | −176−1.2% | Reduced |
| Notis-McConarty Edward | 14,497 | $1.63M | 0.68% | −105−0.7% | Reduced |
| Amica Retiree Medical Trust | 14,505 | $1.63M | 1.85% | +1,300+9.8% | Added |
| Pentwater Capital Management LP | 14,500 | $1.63M | 0.03% | +13,000+866.7% | Added |
| 626 Financial, LLC | 14,529 | $1.64M | 1.24% | +288+2.0% | Added |
| Waycross Partners, LLC | 14,537 | $1.64M | 1.09% | −47−0.3% | Reduced |
| Phillips Financial Management, LLC | 14,563 | $1.64M | 0.18% | +233+1.6% | Added |
| Stevens Capital Management LP | 14,561 | $1.64M | 1.14% | +12,985+823.9% | Added |
| Wulff, Hansen & Co. | 14,585 | $1.64M | 1.86% | −3,000−17.1% | Reduced |
| Peak Planning Group, LLC | 14,631 | $1.65M | 1.38% | +14,631 | New |
| Gs Investments, Inc. | 14,677 | $1.65M | 0.95% | +25+0.2% | Added |
| Washington Capital Management Inc | 14,660 | $1.65M | 1.59% | +155+1.1% | Added |
| Benedict Financial Advisors Inc | 14,686 | $1.65M | 0.49% | −2,033−12.2% | Reduced |
| Gries Financial LLC | 14,708 | $1.66M | 0.79% | +290+2.0% | Added |
| Benin Management CORP | 14,707 | $1.66M | 0.63% | +650+4.6% | Added |
| Everhart Financial Group, Inc. | 14,723 | $1.66M | 1.01% | +3,629+32.7% | Added |
| Summit X, LLC | 14,758 | $1.66M | 0.48% | +3,279+28.6% | Added |
| Summit Financial Group Inc | 14,795 | $1.67M | 0.64% | −15−0.1% | Reduced |
| Wambolt & Associates, LLC | 14,797 | $1.67M | 0.67% | −24−0.2% | Reduced |
| Guardian Capital LP | 14,805 | $1.67M | 0.05% | +4,100+38.3% | Added |
| Optas, LLC | 14,779 | $1.67M | 0.68% | +340+2.4% | Added |
| TCI Wealth Advisors, Inc. | 14,833 | $1.67M | 0.26% | +172+1.2% | Added |
| LS Investment Advisors, LLC | 14,839 | $1.67M | 0.31% | −196−1.3% | Reduced |
| McMillion Capital Management Inc | 14,950 | $1.68M | 1.40% | −3,732−20.0% | Reduced |
| Wolff Wiese Magana LLC | 14,955 | $1.68M | 1.23% | +809+5.7% | Added |
| West Paces Advisors Inc. | 14,984 | $1.69M | 0.57% | −2,686−15.2% | Reduced |
| Perpetual Investment Management Ltd | 14,987 | $1.69M | 0.25% | +3,611+31.7% | Added |
| Granby Capital Management, LLC | 15,000 | $1.69M | 1.33% | +3,000+25.0% | Added |
| Brendel Financial Advisors LLC | 15,013 | $1.69M | 1.47% | +9+0.1% | Added |
| Pekin Hardy Strauss, Inc. | 15,033 | $1.69M | 0.26% | −9,457−38.6% | Reduced |
| Manchester Capital Management LLC | 15,042 | $1.69M | 0.29% | −656−4.2% | Reduced |
| Birmingham Capital Management Co Inc | 15,050 | $1.70M | 0.68% | +80+0.5% | Added |
| Delta Asset Management LLC | 15,062 | $1.70M | 0.19% | −1,206−7.4% | Reduced |
| Hudson Canyon Capital Management | 15,063 | $1.70M | 1.64% | +650+4.5% | Added |
| Quantamental Technologies LLC | 15,088 | $1.70M | 0.78% | +15,088 | New |
| Continental Advisors LLC | 15,135 | $1.70M | 1.55% | 00.0% | Unchanged |
| London & Capital Asset Management Ltd | 15,182 | $1.71M | 0.14% | +214+1.4% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 15,212 | $1.71M | 1.20% | +2,943+24.0% | Added |
| Midwest Professional Planners, LTD. | 15,237 | $1.72M | 0.97% | +610+4.2% | Added |
| LCNB Corp | 15,260 | $1.72M | 0.89% | +315+2.1% | Added |
| Cornerstone Advisory, LLC | 15,266 | $1.72M | 0.39% | −9,569−38.5% | Reduced |
| Signature Wealth Management Group | 15,274 | $1.72M | 0.84% | +15,274 | New |
| Pinnacle Holdings, LLC | 15,280 | $1.72M | 0.79% | +756+5.2% | Added |
| Gleason Group, Inc. | 15,288 | $1.72M | 0.59% | +126+0.8% | Added |
| SFMG, LLC | 15,322 | $1.73M | 0.20% | +1,252+8.9% | Added |
| Paradigm Capital Management, LLC | 15,340 | $1.73M | 2.17% | −313−2.0% | Reduced |
| Missouri Trust & Investment Co | 15,362 | $1.73M | 1.13% | +1,034+7.2% | Added |
| WBH Advisory Inc | 15,339 | $1.73M | 0.23% | +9+0.1% | Added |
| Mission Creek Capital Partners, Inc. | 15,406 | $1.74M | 0.58% | +189+1.2% | Added |
| Virtu Financial LLC | 15,418 | $1.74M | 0.15% | +15,418 | New |
| A. D. Beadell Investment Counsel, Inc. | 15,425 | $1.74M | 1.44% | −1,430−8.5% | Reduced |
| Bowman & Co S.C. | 15,440 | $1.74M | 1.52% | +1,561+11.2% | Added |
| Lineweaver Wealth Advisors, LLC | 15,481 | $1.74M | 0.58% | +806+5.5% | Added |
| Caliber Wealth Management, LLC | 15,507 | $1.75M | 1.36% | +162+1.1% | Added |
| Matrix Private Capital Group LLC | 15,647 | $1.76M | 1.00% | −69−0.4% | Reduced |
| Capula Management Ltd | 15,679 | $1.77M | 0.25% | −4,368−21.8% | Reduced |
| Aberdeen Wealth Management LLC | 15,714 | $1.77M | 1.41% | −80−0.5% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 15,719 | $1.77M | 0.61% | +15,719 | New |
| Moseley Investment Management Inc | 15,732 | $1.77M | 1.24% | +453+3.0% | Added |
| Ironwood Financial, llc | 15,768 | $1.78M | 0.57% | 00.0% | Unchanged |
| Gilder Gagnon Howe & Co LLC | 15,776 | $1.78M | 0.03% | −18−0.1% | Reduced |
| Grandview Asset Management LLC | 15,837 | $1.78M | 1.00% | −603−3.7% | Reduced |
| Davidson Trust Co | 15,871 | $1.79M | 1.59% | −306−1.9% | Reduced |
| Bull Street Advisors, LLC | 15,896 | $1.79M | 0.96% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 15,999 | $1.79M | 1.44% | −220−1.4% | Reduced |
| Strategic Investment Advisors | 15,968 | $1.80M | 0.36% | +4,157+35.2% | Added |
| Corrado Advisors, LLC | 16,021 | $1.80M | 1.28% | +1,264+8.6% | Added |
| Pinnacle Wealth Management Group, Inc. | 16,081 | $1.81M | 1.52% | +150+0.9% | Added |
| Minot Wealth Management LLC | 16,104 | $1.81M | 0.47% | −6,219−27.9% | Reduced |
| Aspen Investment Management Inc | 16,105 | $1.81M | 1.14% | −7,192−30.9% | Reduced |
| Abundance Wealth Counselors | 16,106 | $1.81M | 0.49% | +314+2.0% | Added |
| First City Capital Management, Inc. | 16,123 | $1.82M | 1.12% | +138+0.9% | Added |
| Chesapeake Wealth Management | 16,160 | $1.82M | 0.78% | −2,385−12.9% | Reduced |
| Cedar Brook Financial Partners, LLC | 16,205 | $1.82M | 0.57% | +580+3.7% | Added |
| Blue Edge Capital, LLC | 16,224 | $1.83M | 0.42% | −118−0.7% | Reduced |
| Archford Capital Strategies, LLC | 16,247 | $1.83M | 0.46% | +1,427+9.6% | Added |
| Brown, Lisle/Cummings, Inc. | 16,252 | $1.83M | 1.01% | −176−1.1% | Reduced |
| Natixis Investment Managers International | 16,278 | $1.83M | 0.04% | +2,673+19.6% | Added |
| Providence Wealth Advisors, LLC | 16,481 | $1.84M | 1.33% | +704+4.5% | Added |
| Gryphon Financial Partners LLC | 16,329 | $1.84M | 0.45% | +1,425+9.6% | Added |
| Aries Wealth Management | 16,384 | $1.84M | 0.84% | +16,384 | New |
| Barings LLC | 16,442 | $1.85M | 0.07% | −4,654−22.1% | Reduced |
| Covenant Asset Management, LLC | 16,467 | $1.85M | 0.71% | +222+1.4% | Added |
| Ritter Daniher Financial Advisory LLC | 16,462 | $1.85M | 1.32% | +16,462 | New |
| WealthBridge Capital Management, LLC | 16,476 | $1.85M | 0.79% | +939+6.0% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 16,108 | $1.86M | 0.47% | −3,814−19.1% | Reduced |
| Verus Capital Partners, LLC | 15,558 | $1.86M | 0.37% | −1,713−9.9% | Reduced |
| BCGM Wealth Management, LLC | 16,168 | $1.86M | 0.95% | −355−2.1% | Reduced |
| Pinnacle Private Wealth, LLC | 16,622 | $1.87M | 0.73% | −485−2.8% | Reduced |
| Ausdal Financial Partners, Inc. | 16,635 | $1.87M | 0.28% | −1,190−6.7% | Reduced |
| Magnolia Capital Advisors LLC | 16,647 | $1.87M | 1.70% | −196−1.2% | Reduced |
| Ethic Inc. | 16,665 | $1.88M | 0.13% | +208+1.3% | Added |
| Chatham Capital Group, Inc. | 16,700 | $1.88M | 0.43% | +4,315+34.8% | Added |
| Optimum Investment Advisors | 16,719 | $1.88M | 0.94% | +54+0.3% | Added |