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 |
|---|---|---|---|---|---|
| Armor Investment Advisors, LLC | 21,716 | $2.44M | 1.58% | −637−2.8% | Reduced |
| YHB Investment Advisors, Inc. | 21,721 | $2.45M | 0.26% | +376+1.8% | Added |
| SOA Wealth Advisors, LLC. | 21,792 | $2.45M | 0.72% | −1,072−4.7% | Reduced |
| Greytown Advisors Inc. | 21,828 | $2.46M | 1.39% | +90+0.4% | Added |
| Essex Savings Bank | 21,885 | $2.46M | 0.94% | +95+0.4% | Added |
| Andra AP-fonden | 21,900 | $2.47M | 0.07% | +21,900 | New |
| Little House Capital LLC | 21,942 | $2.47M | 1.33% | −182−0.8% | Reduced |
| Spirit of America Management Corp | 21,992 | $2.48M | 0.56% | 00.0% | Unchanged |
| CFM Wealth Partners LLC | 22,017 | $2.48M | 0.74% | −892−3.9% | Reduced |
| WC Walker & Associates, Inc. | 21,964 | $2.48M | 1.46% | +53+0.2% | Added |
| Intrepid Financial Planning Group LLC | 22,062 | $2.48M | 1.37% | +22,062 | New |
| Adirondack Trust Co | 22,080 | $2.49M | 1.33% | +209+1.0% | Added |
| Phoenix Wealth Advisors | 22,094 | $2.49M | 2.45% | +499+2.3% | Added |
| Northcape Wealth Management, LLC | 22,103 | $2.49M | 0.95% | −726−3.2% | Reduced |
| Mayflower Financial Advisors, LLC | 22,101 | $2.49M | 0.38% | −420−1.9% | Reduced |
| Sawgrass Asset Management LLC | 22,121 | $2.49M | 0.32% | −235−1.1% | Reduced |
| Leisure Capital Management | 22,136 | $2.49M | 1.29% | −91−0.4% | Reduced |
| Wunderlich Capital Managemnt | 22,168 | $2.50M | 1.45% | +275+1.3% | Added |
| Roosevelt Investment Group LLC | 22,184 | $2.50M | 0.18% | −201,667−90.1% | Reduced |
| Avidian Wealth Solutions, LLC | 22,233 | $2.50M | 0.18% | −2,848−11.4% | Reduced |
| Pacifica Partners Inc. | 21,302 | $2.51M | 1.73% | +676+3.3% | Added |
| NVWM, LLC | 22,274 | $2.51M | 0.97% | +2,854+14.7% | Added |
| River & Mercantile Asset Management LLP | 22,284 | $2.51M | 0.44% | −21,363−48.9% | Reduced |
| Quadrant Private Wealth Management, LLC | 22,318 | $2.51M | 1.03% | +3,341+17.6% | Added |
| EPG Wealth Management LLC | 22,334 | $2.52M | 1.07% | +93+0.4% | Added |
| Strategic Capital Advisers, Inc. | 22,415 | $2.52M | 2.08% | +4,403+24.4% | Added |
| Long Run Wealth Advisors, LLC | 22,433 | $2.53M | 0.98% | +1,102+5.2% | Added |
| Beaton Management Co. Inc. | 22,477 | $2.53M | 1.79% | 00.0% | Unchanged |
| Pavion Blue Capital, LLC | 22,489 | $2.53M | 1.71% | +316+1.4% | Added |
| Sargent Investment Group, LLC | 22,500 | $2.53M | 0.78% | +180+0.8% | Added |
| Credit Capital Investments LLC | 22,500 | $2.53M | 2.88% | +1,500+7.1% | Added |
| L & S Advisors Inc | 22,502 | $2.53M | 0.42% | +15,337+214.1% | Added |
| Hudson Capital Management LLC | 22,548 | $2.54M | 1.21% | +1,710+8.2% | Added |
| Union Heritage Capital, LLC | 22,600 | $2.54M | 1.64% | 00.0% | Unchanged |
| Claraphi Advisory Network, LLC | 22,605 | $2.55M | 0.90% | +1,051+4.9% | Added |
| Canton Hathaway, LLC | 22,624 | $2.55M | 0.89% | 00.0% | Unchanged |
| NCM Capital Management, LLC | 22,640 | $2.55M | 1.79% | +110.0% | Added |
| VeraBank, N.A. | 22,655 | $2.55M | 1.49% | +1,213+5.7% | Added |
| Modus Advisors, LLC | 22,660 | $2.55M | 1.29% | +1,280+6.0% | Added |
| Clarity Wealth Advisors, LLC | 22,667 | $2.55M | 1.46% | +1,670+8.0% | Added |
| Indiana Trust & Investment Management CO | 22,688 | $2.56M | 1.43% | −117−0.5% | Reduced |
| Voya Financial Advisors, Inc. | 22,172 | $2.56M | 0.32% | +12,974+141.1% | Added |
| Norway Savings Bank | 22,701 | $2.56M | 1.32% | +42+0.2% | Added |
| Warther Private Wealth, LLC | 22,440 | $2.56M | 1.87% | +2,277+11.3% | Added |
| West Oak Capital, LLC | 22,745 | $2.56M | 1.34% | −267−1.2% | Reduced |
| Evermay Wealth Management LLC | 22,761 | $2.56M | 0.50% | −175−0.8% | Reduced |
| Institute for Wealth Management, LLC. | 22,789 | $2.57M | 0.51% | +1,062+4.9% | Added |
| StoneX Group Inc. | 22,790 | $2.57M | 0.31% | −124−0.5% | Reduced |
| Liberty Capital Management, Inc. | 22,792 | $2.57M | 0.91% | +165+0.7% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 22,825 | $2.57M | 0.60% | −46,054−66.9% | Reduced |
| TrimTabs Asset Management, LLC | 22,857 | $2.57M | 1.58% | −936−3.9% | Reduced |
| Tiedemann Advisors, LLC | 23,043 | $2.60M | 0.20% | −3,374−12.8% | Reduced |
| Mystic Asset Management, Inc. | 23,091 | $2.60M | 1.59% | +595+2.6% | Added |
| Valley National Advisers Inc | 22,675 | $2.60M | 0.55% | +3,210+16.5% | Added |
| Nichols & Pratt Advisers LLP | 23,143 | $2.61M | 0.21% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 23,185 | $2.61M | 0.29% | −111−0.5% | Reduced |
| StrongBox Wealth, LLC | 23,183 | $2.61M | 1.69% | +2,223+10.6% | Added |
| X-Square Capital, LLC | 23,341 | $2.63M | 1.58% | −1,034−4.2% | Reduced |
| Gradient Capital Advisors, LLC | 23,419 | $2.64M | 1.27% | −180−0.8% | Reduced |
| Verition Fund Management LLC | 23,445 | $2.64M | 0.06% | −6,443−21.6% | Reduced |
| Wealthcare Advisory Partners LLC | 23,477 | $2.64M | 0.16% | +611+2.7% | Added |
| Capital Planning Advisors, LLC | 23,484 | $2.65M | 0.70% | −2,967−11.2% | Reduced |
| Gables Capital Management Inc. | 23,496 | $2.65M | 2.00% | 00.0% | Unchanged |
| Comprehensive Financial Consultants Institutional, Inc. | 23,437 | $2.65M | 1.88% | +140+0.6% | Added |
| Qtron Investments LLC | 23,523 | $2.65M | 0.58% | +8,219+53.7% | Added |
| Investment Research & Advisory Group, Inc. | 23,543 | $2.65M | 1.94% | +1,574+7.2% | Added |
| Columbia Trust Co 01012016 | 23,632 | $2.66M | 1.43% | −345−1.4% | Reduced |
| Blue Fin Capital, Inc. | 23,670 | $2.67M | 0.94% | +950+4.2% | Added |
| Pegasus Partners Ltd. | 23,664 | $2.67M | 0.55% | +2,017+9.3% | Added |
| Stableford Capital II LLC | 23,027 | $2.67M | 1.23% | +2,457+11.9% | Added |
| Continuum Advisory, LLC | 49,986 | $2.67M | 0.49% | +6,384+14.6% | Added |
| Cordatus Wealth Management LLC | 23,755 | $2.67M | 1.25% | +573+2.5% | Added |
| Burney Co | 23,766 | $2.68M | 0.14% | −1,465−5.8% | Reduced |
| WD Rutherford LLC | 23,820 | $2.68M | 2.07% | −80−0.3% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 23,940 | $2.70M | 1.96% | +1,419+6.3% | Added |
| Connolly Sarah T. | 23,997 | $2.70M | 1.84% | +197+0.8% | Added |
| Mission Wealth Management, LP | 23,991 | $2.70M | 0.14% | +756+3.3% | Added |
| Curbstone Financial Management Corp | 24,002 | $2.70M | 0.63% | −1,496−5.9% | Reduced |
| Ulysses Management LLC | 24,000 | $2.70M | 0.71% | +3,000+14.3% | Added |
| HCR Wealth Advisors | 24,011 | $2.70M | 0.54% | −338−1.4% | Reduced |
| Winch Advisory Services, LLC | 24,024 | $2.71M | 1.10% | +48+0.2% | Added |
| SWS Partners | 24,036 | $2.71M | 2.28% | −747−3.0% | Reduced |
| Roberts Wealth Advisors, LLC | 23,679 | $2.71M | 1.18% | +584+2.5% | Added |
| Aspiriant, LLC | 24,136 | $2.72M | 0.13% | +975+4.2% | Added |
| Bulltick Wealth Management, LLC | 24,174 | $2.72M | 0.74% | +6,013+33.1% | Added |
| Chou Associates Management Inc.SuperinvestorChou Associates | 24,275 | $2.73M | 2.64% | 00.0% | Unchanged |
| J. W. Coons Advisors, LLC | 24,259 | $2.74M | 0.97% | −1,439−5.6% | Reduced |
| Newman Dignan & Sheerar, Inc. | 24,297 | $2.74M | 0.93% | +168+0.7% | Added |
| RMR Wealth Builders | 24,343 | $2.74M | 0.68% | −1,442−5.6% | Reduced |
| Mechanics Financial Corp | 24,638 | $2.77M | 1.67% | +20+0.1% | Added |
| Bernzott Capital Advisors | 24,630 | $2.77M | 0.31% | +24,630 | New |
| Dividend Assets Capital, LLC | 24,647 | $2.77M | 0.60% | +4,997+25.4% | Added |
| Butensky & Cohen Financial Security, Inc | 24,655 | $2.78M | 1.14% | +1,504+6.5% | Added |
| McKinley Carter Wealth Services, Inc. | 24,675 | $2.78M | 0.25% | +512+2.1% | Added |
| Almanack Investment Partners, LLC. | 24,709 | $2.78M | 0.28% | +1,800+7.9% | Added |
| S&CO Inc | 24,799 | $2.79M | 0.23% | +144+0.6% | Added |
| Blume Capital Management, Inc. | 24,802 | $2.79M | 1.10% | +1,099+4.6% | Added |
| Bank of Stockton | 24,829 | $2.80M | 1.05% | +65+0.3% | Added |
| Platform Technology Partners | 24,910 | $2.81M | 1.53% | +641+2.6% | Added |
| RDA Financial Network | 24,947 | $2.81M | 1.42% | +508+2.1% | Added |