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 |
|---|---|---|---|---|---|
| Sutton Wealth Advisors Inc. | 24,961 | $2.81M | 1.12% | +1,164+4.9% | Added |
| Summit Trail Advisors, LLC | 24,979 | $2.81M | 0.17% | +4,685+23.1% | Added |
| Valmark Advisers, Inc. | 24,998 | $2.81M | 0.05% | −692−2.7% | Reduced |
| WealthShield Partners, LLC | 24,997 | $2.81M | 0.56% | +512+2.1% | Added |
| Algebris (UK) Ltd | 25,000 | $2.81M | 1.13% | +25,000 | New |
| Liontrust Investment Partners LLP | 25,000 | $2.82M | 0.04% | 00.0% | Unchanged |
| Papp L Roy & Associates | 25,011 | $2.82M | 0.41% | −156−0.6% | Reduced |
| Csenge Advisory Group | 25,052 | $2.82M | 0.24% | +1,067+4.4% | Added |
| Great Lakes Advisors, LLC | 25,095 | $2.83M | 0.06% | −2,747−9.9% | Reduced |
| Proequities, Inc. | 25,118 | $2.83M | 0.24% | +2,180+9.5% | Added |
| Hilltop Holdings Inc. | 25,128 | $2.83M | 0.38% | +4,208+20.1% | Added |
| Triasima Portfolio Management inc. | 25,150 | $2.83M | 0.20% | −1,980−7.3% | Reduced |
| Grove Bank & Trust | 25,202 | $2.84M | 0.68% | −143−0.6% | Reduced |
| Sycomore Asset Management | 24,516 | $2.84M | 0.67% | −5,636−18.7% | Reduced |
| Argus Investors' Counsel, Inc. | 25,225 | $2.84M | 2.10% | +894+3.7% | Added |
| GSB Wealth Management, LLC | 25,332 | $2.85M | 0.97% | −403−1.6% | Reduced |
| Nwam LLC | 25,331 | $2.85M | 0.26% | +20+0.1% | Added |
| Hudson Value Partners, LLC | 25,335 | $2.85M | 1.81% | +747+3.0% | Added |
| Altfest L J & Co Inc | 25,356 | $2.85M | 0.51% | −439−1.7% | Reduced |
| Enterprise Bank & Trust Co | 25,429 | $2.86M | 1.30% | −2,165−7.8% | Reduced |
| Shoker Investment Counsel, Inc. | 25,451 | $2.87M | 1.52% | −1,263−4.7% | Reduced |
| Mendel Money Management | 25,462 | $2.87M | 1.71% | −4,886−16.1% | Reduced |
| Evoke Wealth, LLC | 25,489 | $2.87M | 0.11% | +1,055+4.3% | Added |
| FLC Capital Advisors | 25,521 | $2.87M | 0.96% | +1,213+5.0% | Added |
| Mathes Company, Inc. | 25,533 | $2.88M | 1.40% | −300−1.2% | Reduced |
| MV Capital Management, Inc. | 25,552 | $2.88M | 0.49% | +392+1.6% | Added |
| ACG Wealth | 25,604 | $2.88M | 0.59% | +406+1.6% | Added |
| Parisi Gray Wealth Management | 25,617 | $2.88M | 1.51% | +637+2.6% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 25,772 | $2.90M | 1.52% | −1,058−3.9% | Reduced |
| First Business Financial Services, Inc. | 25,835 | $2.91M | 0.39% | −557−2.1% | Reduced |
| Tiemann Investment Advisors, LLC | 25,844 | $2.91M | 1.55% | −230−0.9% | Reduced |
| Moloney Securities Asset Management, LLC | 25,853 | $2.91M | 0.68% | −1,744−6.3% | Reduced |
| SPC Financial, Inc. | 25,910 | $2.92M | 0.36% | +965+3.9% | Added |
| Greenfield Savings Bank | 25,908 | $2.92M | 1.96% | +25,908 | New |
| Koshinski Asset Management, Inc. | 25,958 | $2.92M | 0.29% | −35,566−57.8% | Reduced |
| Scott & Selber, Inc. | 25,955 | $2.92M | 1.33% | +141+0.5% | Added |
| Eos Management, L.P. | 26,000 | $2.93M | 2.23% | 00.0% | Unchanged |
| Mount Vernon Associates Inc | 26,062 | $2.94M | 3.58% | +30+0.1% | Added |
| Am Investment Strategies LLC | 26,142 | $2.94M | 1.03% | +27+0.1% | Added |
| Harbor Advisors LLC | 26,148 | $2.94M | 0.71% | 00.0% | Unchanged |
| Reynolds Investment Management, Inc. | 26,183 | $2.95M | 1.05% | −100−0.4% | Reduced |
| Malaga Cove Capital, LLC | 26,402 | $2.96M | 1.65% | +943+3.7% | Added |
| NorthRock Partners, LLC | 26,247 | $2.96M | 0.31% | −1,006−3.7% | Reduced |
| AllGen Financial Advisors, Inc. | 26,259 | $2.96M | 2.48% | +1,172+4.7% | Added |
| BBR Partners, LLC | 26,285 | $2.96M | 0.35% | +1,120+4.5% | Added |
| Bremer Bank National Association | 26,323 | $2.96M | 0.57% | −876−3.2% | Reduced |
| Roanoke Asset Management Corp | 26,335 | $2.97M | 1.33% | +499+1.9% | Added |
| Madden Securities Corp | 26,372 | $2.97M | 1.63% | +10,852+69.9% | Added |
| Horizon Investments, LLC | 26,699 | $2.98M | 0.10% | −10,395−28.0% | Reduced |
| Sheets Smith Wealth Management | 26,459 | $2.98M | 0.49% | −3,520−11.7% | Reduced |
| Sunbelt Securities, Inc. | 26,506 | $2.98M | 0.63% | +3,246+14.0% | Added |
| High Note Wealth, LLC | 26,536 | $2.99M | 1.17% | +1,633+6.6% | Added |
| Tradewinds, LLC. | 26,582 | $2.99M | 2.04% | +26,582 | New |
| Aj Wealth Strategies, LLC | 26,594 | $3.00M | 0.16% | −465−1.7% | Reduced |
| Fieldpoint Private Securities, LLC | 26,604 | $3.00M | 0.87% | −10,988−29.2% | Reduced |
| Clear Creek Financial Management, LLC | 26,738 | $3.01M | 0.63% | +872+3.4% | Added |
| Robertson Stephens Wealth Management, LLC | 26,752 | $3.01M | 0.30% | −7,133−21.1% | Reduced |
| Glen Eagle Advisors, LLC | 26,763 | $3.01M | 0.82% | −1,039−3.7% | Reduced |
| Fairhaven Wealth Management, LLC | 26,828 | $3.02M | 1.42% | +1,158+4.5% | Added |
| Violich Capital Management, Inc. | 26,836 | $3.02M | 0.53% | −1,061−3.8% | Reduced |
| Nicolet Bankshares Inc | 26,930 | $3.03M | 0.79% | +782+3.0% | Added |
| Marino, Stram & Associates LLC | 26,932 | $3.03M | 1.05% | +429+1.6% | Added |
| YorkBridge Wealth Partners, LLC | 26,951 | $3.04M | 0.79% | +651+2.5% | Added |
| Hudock, Inc. | 26,991 | $3.04M | 1.02% | −647−2.3% | Reduced |
| Coastal Bridge Advisors, LLC | 26,989 | $3.04M | 0.94% | +1,002+3.9% | Added |
| BFSG, LLC | 26,998 | $3.04M | 0.55% | +1,534+6.0% | Added |
| DRW Securities, LLC | 26,993 | $3.04M | 0.80% | +21,228+368.2% | Added |
| SkyOak Wealth, LLC | 27,022 | $3.04M | 1.04% | +697+2.6% | Added |
| Anchor Investment Management, LLC | 27,025 | $3.04M | 0.44% | −172−0.6% | Reduced |
| Arlington Financial Advisors, LLC | 27,071 | $3.05M | 1.37% | +420+1.6% | Added |
| Eagle Capital Management, LLC | 27,074 | $3.05M | 1.81% | +132+0.5% | Added |
| Hall Capital Management Co Inc | 27,083 | $3.05M | 2.01% | −236−0.9% | Reduced |
| Trustmark National Bank Trust Department | 27,126 | $3.05M | 0.27% | +935+3.6% | Added |
| Laffer Tengler Investments | 27,161 | $3.06M | 1.07% | +922+3.5% | Added |
| Charles Schwab Trust Co | 27,189 | $3.06M | 0.63% | −1,093−3.9% | Reduced |
| Hayek Kallen Investment Management | 27,250 | $3.07M | 1.34% | −20−0.1% | Reduced |
| Independent Financial Group, LLC | 27,261 | $3.07M | 0.33% | +303+1.1% | Added |
| Old Port Advisors | 27,326 | $3.08M | 1.19% | +132+0.5% | Added |
| JT Stratford LLC | 27,388 | $3.08M | 0.98% | +304+1.1% | Added |
| Signet Investment Advisory Group, Inc. | 27,403 | $3.09M | 2.14% | +869+3.3% | Added |
| Banco de Sabadell, S.A | 27,384 | $3.09M | 2.59% | −6,657−19.6% | Reduced |
| Enhancing Capital LLC | 27,477 | $3.09M | 3.69% | −130.0% | Reduced |
| Compton Wealth Advisory Group, LLC | 27,527 | $3.10M | 1.34% | −3,836−12.2% | Reduced |
| Atlantic Trust, LLC | 27,607 | $3.11M | 2.36% | +1,146+4.3% | Added |
| Act Two Investors LLC | 27,626 | $3.11M | 2.93% | 00.0% | Unchanged |
| Versor Investments LP | 27,768 | $3.13M | 0.12% | +21,168+320.7% | Added |
| StrategIQ Financial Group, LLC | 27,809 | $3.13M | 0.38% | +2,124+8.3% | Added |
| Pitcairn Co | 27,853 | $3.14M | 0.33% | −265−0.9% | Reduced |
| Keebeck Wealth Management, LLC | 27,869 | $3.14M | 0.60% | −1,659−5.6% | Reduced |
| Resonant Capital Advisors, LLC | 27,880 | $3.14M | 0.49% | +1,064+4.0% | Added |
| Brookmont Capital Management | 27,898 | $3.14M | 2.16% | −966−3.3% | Reduced |
| Calamos Wealth Management LLC | 27,961 | $3.15M | 0.28% | −2,519−8.3% | Reduced |
| Delta Capital Management LLC | 27,980 | $3.15M | 2.37% | +160+0.6% | Added |
| ICA Group Wealth Management, LLC | 26,561 | $3.15M | 0.59% | +237+0.9% | Added |
| DCM Advisors, LLC | 28,002 | $3.15M | 1.36% | −6,066−17.8% | Reduced |
| Salem Capital Management Inc | 28,053 | $3.16M | 2.30% | −3,127−10.0% | Reduced |
| Goodwin Daniel L | 28,050 | $3.16M | 1.74% | −200−0.7% | Reduced |
| Secure Asset Management, LLC | 28,077 | $3.16M | 1.75% | +1,131+4.2% | Added |
| Independence Bank of Kentucky | 28,119 | $3.17M | 1.42% | +333+1.2% | Added |
| Piscataqua Savings Bank | 28,122 | $3.17M | 2.77% | −21−0.1% | Reduced |