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; 5,158 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 | 5,158 | $643.7B |
| Q1 2026 | 5,103 | $572.0B |
| Q4 2025 | 5,154 | $639.5B |
| Q3 2025 | 4,765 | $618.0B |
| Q2 2025 | 4,752 | $582.4B |
| Q1 2025 | 4,679 | $494.6B |
| Q4 2024 | 4,680 | $490.0B |
| Q3 2024 | 4,215 | $429.4B |
| Q2 2024 | 4,181 | $416.2B |
| Q1 2024 | 4,120 | $414.5B |
| Q4 2023 | 4,001 | $351.8B |
| Q3 2023 | 3,710 | $297.0B |
| Q2 2023 | 3,672 | $297.6B |
| Q1 2023 | 3,612 | $266.3B |
| Q4 2022 | 3,628 | $278.3B |
| Q3 2022 | 3,395 | $212.9B |
| Q2 2022 | 3,427 | $229.3B |
| Q1 2022 | 3,519 | $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 |
|---|---|---|---|---|---|
| Martin & Co Inc | 16,759 | $1.89M | 0.54% | +348+2.1% | Added |
| Mattern Wealth Management LLC | 16,771 | $1.89M | 0.74% | −43−0.3% | Reduced |
| Weik Capital Management | 16,855 | $1.90M | 0.86% | +1,255+8.0% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 16,923 | $1.91M | 0.16% | −6,119−26.6% | Reduced |
| Center for Financial Planning, Inc. | 16,945 | $1.91M | 0.48% | +43+0.3% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 16,945 | $1.91M | 0.77% | +49+0.3% | Added |
| George Kaiser Family Foundation | 16,957 | $1.91M | 0.34% | 00.0% | Unchanged |
| Emfo, LLC | 17,120 | $1.93M | 1.96% | 00.0% | Unchanged |
| DFPG Investments, LLC | 17,327 | $1.94M | 0.84% | +2,756+18.9% | Added |
| Parkside Financial Bank & Trust | 17,222 | $1.94M | 0.59% | −384−2.2% | Reduced |
| RSM US Wealth Management LLC | 17,226 | $1.94M | 0.11% | +424+2.5% | Added |
| Pacific Asset Management LLC | 17,264 | $1.94M | 1.42% | 00.0% | Unchanged |
| Fragasso Group Inc. | 17,269 | $1.95M | 0.26% | −263−1.5% | Reduced |
| Jeppson Wealth Management, LLC | 17,293 | $1.95M | 0.84% | +1,874+12.2% | Added |
| Bayesian Capital Management, LP | 17,290 | $1.95M | 0.36% | +17,290 | New |
| Leith Wheeler Investment Counsel Ltd. | 13,444 | $1.95M | 0.26% | +7,315+119.4% | Added |
| Liberty One Investment Management, LLC | 12,536 | $1.95M | 0.33% | −739−5.6% | Reduced |
| Aristotle Capital Management, LLC | 17,361 | $1.96M | 0.00% | −4,843−21.8% | Reduced |
| Financial Planning & Information Services, Inc. | 17,375 | $1.96M | 0.48% | 00.0% | Unchanged |
| Boltwood Capital Management | 17,387 | $1.96M | 0.85% | −160−0.9% | Reduced |
| Twelve Points Wealth Management LLC | 17,392 | $1.96M | 1.51% | −42−0.2% | Reduced |
| Zullo Investment Group, Inc. | 17,389 | $1.96M | 1.22% | +736+4.4% | Added |
| Tranquility Partners, LLC | 17,403 | $1.96M | 1.01% | +1,954+12.6% | Added |
| Krilogy Financial LLC | 17,471 | $1.97M | 0.23% | +173+1.0% | Added |
| EverSource Wealth Advisors, LLC | 17,473 | $1.97M | 0.51% | +1,839+11.8% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 17,489 | $1.97M | 0.10% | +7,091+68.2% | Added |
| Aldebaran Financial Inc. | 17,625 | $1.97M | 2.17% | −2,953−14.4% | Reduced |
| Arbor Trust Wealth Advisors, LLC | 17,525 | $1.97M | 1.38% | +925+5.6% | Added |
| First Capital Advisors Group, LLC. | 17,570 | $1.98M | 1.36% | +91+0.5% | Added |
| Wealth Alliance | 17,603 | $1.98M | 0.38% | +1,665+10.4% | Added |
| 180 Wealth Advisors, LLC | 17,414 | $1.99M | 0.51% | +379+2.2% | Added |
| Zeke Capital Advisors, LLC | 17,649 | $1.99M | 0.13% | −184−1.0% | Reduced |
| Compass Financial Advisors LLC | 17,650 | $1.99M | 2.71% | +157+0.9% | Added |
| Jmac Enterprises LLC | 17,652 | $1.99M | 0.51% | +1,204+7.3% | Added |
| SlateStone Wealth, LLC | 17,694 | $1.99M | 0.51% | −4,088−18.8% | Reduced |
| WT Wealth Management | 17,715 | $2.00M | 0.99% | −1,523−7.9% | Reduced |
| Smith, Moore & Co. | 17,723 | $2.00M | 0.31% | −1,289−6.8% | Reduced |
| RKL Wealth Management LLC | 17,755 | $2.00M | 0.27% | +311+1.8% | Added |
| Asio Capital, LLC | 17,829 | $2.01M | 0.63% | −2,233−11.1% | Reduced |
| Raab & Moskowitz Asset Management LLC | 17,836 | $2.01M | 0.79% | +212+1.2% | Added |
| Investment Advisory Services Inc | 17,887 | $2.01M | 1.16% | +625+3.6% | Added |
| True North Advisors, LLC | 17,885 | $2.01M | 0.63% | +3,331+22.9% | Added |
| Moser Wealth Advisors, LLC | 17,895 | $2.02M | 1.50% | +207+1.2% | Added |
| Riverview Trust Co | 17,914 | $2.02M | 1.76% | +1,496+9.1% | Added |
| Rollins Financial | 17,941 | $2.02M | 0.71% | −34−0.2% | Reduced |
| Alta Capital Management LLC | 17,985 | $2.02M | 0.15% | +383+2.2% | Added |
| SkyView Investment Advisors, LLC | 17,983 | $2.03M | 0.53% | +90+0.5% | Added |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 18,000 | $2.03M | 1.17% | −2,000−10.0% | Reduced |
| O'Rourke & Company, Inc | 18,023 | $2.03M | 1.72% | +558+3.2% | Added |
| Key Financial Inc | 17,870 | $2.04M | 1.10% | +1,562+9.6% | Added |
| Deseret Mutual Benefit Administrators | 18,110 | $2.04M | 0.46% | +1,851+11.4% | Added |
| Cito Capital Group, LLC | 18,140 | $2.04M | 1.12% | +80.0% | Added |
| Coastal Investment Advisors, Inc. | 17,911 | $2.04M | 0.50% | +120+0.7% | Added |
| White Pine Capital LLC | 18,216 | $2.05M | 0.80% | +995+5.8% | Added |
| Spreng Capital Management, Inc. | 17,940 | $2.05M | 1.53% | +921+5.4% | Added |
| MSH Capital Advisors LLC | 18,234 | $2.05M | 0.95% | +558+3.2% | Added |
| Acropolis Investment Management, LLC | 18,239 | $2.05M | 0.20% | −438−2.3% | Reduced |
| Coastline Trust Co | 18,247 | $2.06M | 0.30% | −1,274−6.5% | Reduced |
| Dillon & Associates Inc | 18,186 | $2.06M | 0.46% | −400−2.2% | Reduced |
| Pinkerton Retirement Specialists, LLC | 18,256 | $2.06M | 0.62% | −22,798−55.5% | Reduced |
| Hollencrest Capital Management | 18,283 | $2.06M | 0.24% | −2,463−11.9% | Reduced |
| Manhattan West Asset Management, LLC | 18,288 | $2.06M | 1.24% | +583+3.3% | Added |
| Blueshift Asset Management, LLC | 18,304 | $2.06M | 0.34% | −18,067−49.7% | Reduced |
| WP Advisors, LLC | 18,324 | $2.06M | 0.90% | +274+1.5% | Added |
| Oak Harbor Wealth Partners, LLC | 18,401 | $2.07M | 0.83% | +1,638+9.8% | Added |
| DeDora Capital, Inc. | 18,409 | $2.07M | 1.04% | +464+2.6% | Added |
| Buckingham Strategic Partners | 18,411 | $2.07M | 0.17% | +6,026+48.7% | Added |
| Home Federal Bank of Tennessee | 18,427 | $2.08M | 0.81% | +160+0.9% | Added |
| Keystone Financial Group | 18,437 | $2.08M | 0.41% | +1,098+6.3% | Added |
| Longfellow Investment Management Co LLC | 18,431 | $2.08M | 0.45% | +4,254+30.0% | Added |
| KCS Wealth Advisory | 18,450 | $2.08M | 0.92% | +3,680+24.9% | Added |
| Heritage Wealth Advisors | 18,527 | $2.09M | 0.14% | −21,532−53.8% | Reduced |
| Mather Group, LLC. | 18,528 | $2.09M | 0.05% | +699+3.9% | Added |
| Sabadell Asset Management, S.A S.G.I.I.C | 19,337 | $2.09M | 0.44% | −3,023−13.5% | Reduced |
| Lederer & Associates Investment Counsel | 18,548 | $2.09M | 1.61% | −2,653−12.5% | Reduced |
| HPC Germany GmbH & Co. KG | 18,600 | $2.10M | 3.14% | −19,524−51.2% | Reduced |
| Integrated Investment Consultants, LLC | 18,608 | $2.10M | 0.76% | −55−0.3% | Reduced |
| Altman Advisors, Inc. | 18,740 | $2.11M | 1.20% | +431+2.4% | Added |
| Winton Group Ltd | 18,744 | $2.11M | 0.11% | +16,655+797.3% | Added |
| Nations Financial Group Inc, | 18,756 | $2.11M | 0.28% | −93−0.5% | Reduced |
| Guardian Investment Management | 18,759 | $2.11M | 1.84% | +100+0.5% | Added |
| Field & Main Bank | 18,755 | $2.11M | 1.36% | +2,329+14.2% | Added |
| Eads & Heald Wealth Management | 18,776 | $2.11M | 1.14% | +825+4.6% | Added |
| HAP Trading, LLC | 18,776 | $2.11M | 0.26% | +6,569+53.8% | Added |
| Lombard Odier Asset Management (USA) Corp | 18,796 | $2.12M | 0.44% | +17,046+974.1% | Added |
| Transamerica Financial Advisors, Inc. | 18,805 | $2.12M | 0.30% | +18,800+376,000.0% | Added |
| Graybill Bartz & Assoc Ltd | 18,826 | $2.12M | 1.17% | −144−0.8% | Reduced |
| Beaumont Financial Partners, LLC | 18,847 | $2.12M | 0.19% | −1,702−8.3% | Reduced |
| Condor Capital Management | 18,848 | $2.12M | 0.28% | +31+0.2% | Added |
| Financial Advocates Investment Management | 18,862 | $2.12M | 0.17% | +1,263+7.2% | Added |
| Agate Pass Investment Management, LLC | 18,888 | $2.13M | 1.50% | +332+1.8% | Added |
| Holderness Investments Co | 18,895 | $2.13M | 0.89% | −430−2.2% | Reduced |
| Valley Brook Capital Group | 18,911 | $2.13M | 2.20% | −990−5.0% | Reduced |
| GFG Capital, LLC | 18,928 | $2.13M | 0.65% | +884+4.9% | Added |
| Miller Investment Management, LP | 18,935 | $2.13M | 0.44% | 00.0% | Unchanged |
| Guerra Pan Advisors, LLC | 18,523 | $2.14M | 2.65% | 00.0% | Unchanged |
| Stonehage Fleming Financial Services Holdings Ltd | 18,838 | $2.14M | 0.09% | −9,696−34.0% | Reduced |
| SRN Advisors, LLC | 19,016 | $2.14M | 1.49% | −6,402−25.2% | Reduced |
| Sage Investment Advisers LLC | 19,033 | $2.14M | 3.36% | −386−2.0% | Reduced |
| St. Louis Trust Co | 19,040 | $2.14M | 0.46% | +1,330+7.5% | Added |