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 |
|---|---|---|---|---|---|
| New Potomac Partners, LLC | 19,058 | $2.15M | 1.72% | −725−3.7% | Reduced |
| Canvas Wealth Advisors, LLC | 19,091 | $2.15M | 0.87% | −4,114−17.7% | Reduced |
| Vivaldi Capital Management, LLC | 19,112 | $2.15M | 0.56% | +1,968+11.5% | Added |
| Seeyond | 19,136 | $2.15M | 0.25% | +70.0% | Added |
| Everett Harris & Co | 19,139 | $2.15M | 0.04% | +511+2.7% | Added |
| Tandem Capital Management Corp | 19,201 | $2.16M | 1.73% | +100+0.5% | Added |
| Hanson & Doremus Investment Management | 19,243 | $2.17M | 0.53% | −497−2.5% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 19,281 | $2.17M | 0.16% | +100+0.5% | Added |
| Ironwood Investment Counsel, LLC | 19,281 | $2.17M | 0.61% | +1,160+6.4% | Added |
| Intercontinental Wealth Advisors, LLC | 19,302 | $2.17M | 0.59% | −1,245−6.1% | Reduced |
| WCG Wealth Advisors LLC | 19,351 | $2.18M | 0.30% | +19,351 | New |
| Financial Advisory Service, Inc. | 19,367 | $2.18M | 0.23% | +2,355+13.8% | Added |
| Kovack Advisors, Inc. | 19,456 | $2.19M | 0.29% | −1,714−8.1% | Reduced |
| Edgewood Management LLC | 19,464 | $2.19M | 0.01% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 19,504 | $2.20M | 1.09% | −412−2.1% | Reduced |
| Court Place Advisors, LLC | 19,536 | $2.20M | 0.83% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 19,585 | $2.21M | 0.48% | −1,035−5.0% | Reduced |
| Uncommon Cents Investing LLC | 19,595 | $2.21M | 0.88% | +5,970+43.8% | Added |
| Guardian Wealth Advisors, LLC | 19,601 | $2.21M | 0.40% | +9,569+95.4% | Added |
| Peoples Financial Services Corp. | 19,620 | $2.21M | 1.05% | +465+2.4% | Added |
| Landmark Financial Advisors, LLC | 19,648 | $2.21M | 1.09% | +85+0.4% | Added |
| Harvey Investment Co LLC | 19,661 | $2.21M | 0.31% | −20.0% | Reduced |
| Certified Advisory Corp | 19,711 | $2.22M | 0.49% | +113+0.6% | Added |
| Archer Investment Corp | 19,717 | $2.22M | 0.90% | 00.0% | Unchanged |
| Dumont & Blake Investment Advisors LLC | 19,727 | $2.22M | 0.73% | +141+0.7% | Added |
| TCWP LLC | 19,728 | $2.22M | 0.47% | +2,382+13.7% | Added |
| Royal Capital Wealth Management, LLC | 19,759 | $2.23M | 2.41% | +87+0.4% | Added |
| Platte River Wealth Advisors, LLC | 19,762 | $2.23M | 0.96% | +5,801+41.6% | Added |
| Audent Global Asset Management, LLC | 19,766 | $2.23M | 2.00% | −5,409−21.5% | Reduced |
| Sawyer & Company, Inc | 19,804 | $2.23M | 1.13% | −752−3.7% | Reduced |
| Essex Investment Management Co LLC | 19,819 | $2.23M | 0.36% | 00.0% | Unchanged |
| Prosperity Consulting Group, LLC | 19,833 | $2.23M | 1.93% | +95+0.5% | Added |
| Beech Hill Advisors, Inc. | 19,862 | $2.24M | 1.20% | +16,100+428.0% | Added |
| Aull & Monroe Investment Management Corp | 19,911 | $2.24M | 1.13% | −50−0.3% | Reduced |
| Cornerstone Wealth Management, LLC | 19,913 | $2.24M | 0.25% | +3,990+25.1% | Added |
| RB Capital Management, LLC | 19,943 | $2.25M | 0.84% | +895+4.7% | Added |
| TCG Advisory Services, LLC | 19,942 | $2.25M | 0.70% | +1,921+10.7% | Added |
| Weitz Investment Management, Inc.SuperinvestorWeitz Investment Management | 20,000 | $2.25M | 0.12% | +3,400+20.5% | Added |
| Tudor Investment Corp Et Al | 20,009 | $2.25M | 0.07% | +20,009 | New |
| WMS Partners, LLC | 20,036 | $2.26M | 0.35% | −98−0.5% | Reduced |
| O'Dell Group, LLC | 20,098 | $2.26M | 0.80% | +391+2.0% | Added |
| Sentry Investment Management LLC | 20,113 | $2.27M | 1.02% | −3,332−14.2% | Reduced |
| Alps Advisors Inc | 20,113 | $2.27M | 0.02% | +11,593+136.1% | Added |
| Generali Powszechne Towarzystwo Emerytalne | 20,118 | $2.27M | 2.42% | 00.0% | Unchanged |
| Van Cleef Asset Management,Inc | 20,141 | $2.27M | 0.38% | +60.0% | Added |
| Convergence Investment Partners, LLC | 20,153 | $2.27M | 1.37% | −44−0.2% | Reduced |
| Seascape Capital Management | 20,202 | $2.27M | 1.38% | +164+0.8% | Added |
| Intellectus Partners, LLC | 20,288 | $2.29M | 0.79% | +632+3.2% | Added |
| Sugarloaf Wealth Management, LLC | 20,341 | $2.29M | 0.58% | +2,438+13.6% | Added |
| Royal Harbor Partners, LLC | 20,344 | $2.29M | 1.57% | +20,344 | New |
| Quantinno Capital Management LP | 20,354 | $2.29M | 0.33% | +10,098+98.5% | Added |
| Eclectic Associates Inc | 20,368 | $2.29M | 1.54% | +58+0.3% | Added |
| Knott David M Jr | 20,385 | $2.30M | 1.07% | +165+0.8% | Added |
| Alaethes Wealth LLC | 20,470 | $2.31M | 1.71% | −2,623−11.4% | Reduced |
| Affinity Investment Advisors, LLC | 20,496 | $2.31M | 1.13% | +845+4.3% | Added |
| Resurgent Financial Advisors LLC | 20,495 | $2.31M | 1.54% | +1,352+7.1% | Added |
| First Commonwealth Financial Corp | 20,561 | $2.32M | 0.87% | −1,955−8.7% | Reduced |
| IFG Advisory, LLC | 20,580 | $2.32M | 0.25% | −327−1.6% | Reduced |
| Peachtree Investment Partners, LLC | 20,614 | $2.32M | 1.45% | −1,841−8.2% | Reduced |
| Cohen Investment Advisors LLC | 20,605 | $2.32M | 1.99% | +439+2.2% | Added |
| Titleist Asset Management, Ltd. | 20,621 | $2.32M | 0.58% | +1,460+7.6% | Added |
| Studio Investment Management LLC | 20,635 | $2.32M | 0.81% | +323+1.6% | Added |
| First PREMIER Bank | 20,641 | $2.33M | 0.69% | +121+0.6% | Added |
| Capital Markets Trading UK LLP | 20,670 | $2.33M | 2.75% | +20,670 | New |
| Enterprise Financial Services Corp | 20,765 | $2.34M | 0.46% | −219−1.0% | Reduced |
| Mizuho Markets Cayman LP | 20,767 | $2.34M | 0.40% | +7,020+51.1% | Added |
| Octavia Wealth Advisors, LLC | 20,788 | $2.34M | 0.61% | +1,097+5.6% | Added |
| Northstar Asset Management LLC | 20,843 | $2.35M | 0.73% | −90−0.4% | Reduced |
| Advisors Management Group Inc | 20,880 | $2.35M | 0.82% | +177+0.9% | Added |
| Affinity Wealth Management LLC | 20,835 | $2.35M | 0.54% | +448+2.2% | Added |
| XML Financial, LLC | 20,955 | $2.36M | 0.53% | −30,158−59.0% | Reduced |
| C2C Wealth Management, LLC | 20,601 | $2.36M | 0.43% | −1,100−5.1% | Reduced |
| Elgethun Capital Management | 21,103 | $2.36M | 0.92% | +217+1.0% | Added |
| Atlas Private Wealth Management | 21,043 | $2.37M | 1.62% | −1,719−7.6% | Reduced |
| Ledge Wealth Management, Inc. | 21,105 | $2.38M | 1.46% | +6,536+44.9% | Added |
| Terra Nova Asset Management LLC | 21,153 | $2.38M | 2.65% | −400−1.9% | Reduced |
| Cobblestone Capital Advisors LLC | 21,156 | $2.38M | 0.18% | −249−1.2% | Reduced |
| First United Bank Trust | 21,197 | $2.39M | 1.10% | −143−0.7% | Reduced |
| Outfitter Financial LLC | 21,228 | $2.39M | 2.17% | +295+1.4% | Added |
| Rowland & Co Investment Counsel | 21,297 | $2.40M | 0.61% | +155+0.7% | Added |
| Poehling Capital Management, LLC | 21,305 | $2.40M | 0.90% | −243−1.1% | Reduced |
| MCF Advisors LLC | 21,320 | $2.40M | 0.25% | +7,587+55.2% | Added |
| Advisor Resource Council | 21,327 | $2.40M | 0.23% | +9,341+77.9% | Added |
| Sentinel Trust Co Lba | 21,335 | $2.40M | 0.37% | −54−0.3% | Reduced |
| CNB Bank | 21,341 | $2.40M | 1.55% | +775+3.8% | Added |
| Abacus Planning Group, Inc. | 21,361 | $2.40M | 0.71% | +608+2.9% | Added |
| Signature Wealth Management Partners, LLC | 21,353 | $2.40M | 2.46% | +707+3.4% | Added |
| Andrew Hill Investment Advisors, Inc. | 21,367 | $2.41M | 3.46% | +13,565+173.9% | Added |
| GYL Financial Synergies, LLC | 21,375 | $2.41M | 0.66% | +2,034+10.5% | Added |
| Modera Wealth Management, LLC | 21,389 | $2.41M | 0.11% | +1,371+6.8% | Added |
| Karpas Strategies, LLC | 21,457 | $2.42M | 0.85% | +268+1.3% | Added |
| Ashfield Capital Partners, LLC | 21,515 | $2.42M | 0.19% | +311+1.5% | Added |
| Founders Financial Alliance, LLC | 21,549 | $2.43M | 1.23% | −388−1.8% | Reduced |
| Q Capital Solutions | 21,558 | $2.43M | 6.05% | −37,460−63.5% | Reduced |
| Balasa Dinverno & Foltz LLC | 21,577 | $2.43M | 0.15% | −1,058−4.7% | Reduced |
| Investment Partners, Ltd. | 21,575 | $2.43M | 1.19% | +168+0.8% | Added |
| Marks Group Wealth Management, Inc | 21,587 | $2.43M | 0.35% | +14,593+208.7% | Added |
| Proquility Private Wealth Partners, LLC | 21,596 | $2.43M | 1.04% | +81+0.4% | Added |
| Virginia Wealth Management Group, Inc. | 21,614 | $2.43M | 2.34% | +308+1.4% | Added |
| UBP Investment Advisors SA | 21,672 | $2.44M | 0.97% | −1,366−5.9% | Reduced |