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; 5,156 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
- 3,428
- −38 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
- 1,782 more added
- Sold out
- 177
- 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 | 5,156 | $643.7B |
| Q1 2026 | 5,102 | $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 | 4,679 | $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 | 3,711 | $297.0B |
| Q2 2023 | 3,672 | $297.6B |
| Q1 2023 | 3,612 | $266.3B |
| Q4 2022 | 3,629 | $278.3B |
| Q3 2022 | 3,396 | $212.9B |
| Q2 2022 | 3,428 | $229.3B |
| Q1 2022 | 3,519 | $278.9B |
| Q4 2021 | 3,594 | $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 |
|---|---|---|---|---|---|
| Bell Investment Advisors, Inc | 997 | $112.0K | 0.03% | +997 | New |
| PFS Partners, LLC | 997 | $112.2K | 0.11% | +2+0.2% | Added |
| Newton One Investments LLC | 1,019 | $115.0K | 0.09% | 00.0% | Unchanged |
| Operose Advisors LLC | 1,029 | $116.0K | 0.08% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 1,045 | $118.0K | 0.03% | −65−5.9% | Reduced |
| Tradewinds Capital Management, LLC | 1,058 | $119.0K | 0.04% | −707−40.1% | Reduced |
| Larson Financial Group LLC | 1,061 | $119.0K | 0.02% | +134+14.5% | Added |
| Kelly Financial Services LLC | 1,079 | $121.5K | 0.06% | +6+0.6% | Added |
| JJJ Advisors Inc. | 1,089 | $126.0K | 0.04% | +49+4.7% | Added |
| Tucker Asset Management LLC | 1,124 | $126.6K | 0.04% | +240+27.1% | Added |
| Private Ocean, LLC | 1,144 | $128.0K | 0.02% | +314+37.8% | Added |
| Timber Creek Capital Management LLC | 1,150 | $129.0K | 0.04% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 1,167 | $131.0K | 0.05% | −28−2.3% | Reduced |
| Ulland Investment Advisors, LLC | 1,173 | $132.0K | 0.14% | 00.0% | Unchanged |
| Horrell Capital Management, Inc. | 1,202 | $135.0K | 0.05% | 00.0% | Unchanged |
| O'Brien Wealth Partners LLC | 1,208 | $136.0K | 0.06% | −364−23.2% | Reduced |
| NuWave Investment Management, LLC | 1,205 | $136.0K | 0.18% | +1,205 | New |
| Coston, McIsaac & Partners | 1,207 | $136.0K | 0.08% | +1,207 | New |
| Worth Asset Management, LLC | 1,250 | $140.0K | 0.10% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 1,260 | $142.0K | 0.01% | −168−11.8% | Reduced |
| Leelyn Smith, LLC | 1,289 | $145.0K | 0.04% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,323 | $149.0K | 0.05% | −18−1.3% | Reduced |
| WFA Asset Management Corp | 1,337 | $150.5K | 0.11% | +11+0.8% | Added |
| HC Financial Advisors Inc | 1,364 | $154.0K | 0.10% | +421+44.6% | Added |
| Cowen Prime Advisors LLC | 1,395 | $157.0K | 0.09% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 1,407 | $158.0K | 0.03% | +21+1.5% | Added |
| PrairieView Partners, LLC | 1,400 | $158.0K | 0.02% | +400+40.0% | Added |
| Life Planning Partners, Inc | 1,428 | $161.0K | 0.18% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 1,434 | $162.0K | 0.11% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 1,212 | $165.0K | 0.04% | 00.0% | Unchanged |
| Better Money Decisions, LLC | 1,484 | $167.0K | 0.14% | −74−4.7% | Reduced |
| Hoese & Co LLP | 1,483 | $167.0K | 0.19% | +938+172.1% | Added |
| Halpern Financial, Inc. | 1,489 | $167.7K | 0.07% | +150+11.2% | Added |
| GW&K Investment Management, LLC | 1,493 | $168.0K | 0.00% | +550+58.3% | Added |
| Roble, Belko & Company, Inc | 1,504 | $169.0K | 0.04% | −335−18.2% | Reduced |
| Antonetti Capital Management LLC | 1,500 | $169.0K | 0.18% | 00.0% | Unchanged |
| Teramo Advisors, LLC | 1,500 | $169.0K | 0.12% | +1,500 | New |
| AlphaMark Advisors, LLC | 1,520 | $171.0K | 0.08% | −5−0.3% | Reduced |
| Syverson Strege & Co | 1,519 | $171.0K | 0.06% | +1+0.1% | Added |
| Cordasco Financial Network | 1,533 | $173.0K | 0.13% | +700+84.0% | Added |
| Marquette Asset Management, LLC | 1,558 | $175.0K | 0.05% | 00.0% | Unchanged |
| Te Ahumairangi Investment Management Ltd | 1,600 | $180.0K | 0.03% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 1,597 | $180.0K | 0.05% | +236+17.3% | Added |
| Morling Financial Advisors, LLC | 1,648 | $186.0K | 0.24% | −8−0.5% | Reduced |
| Annapolis Financial Services, LLC | 1,659 | $187.0K | 0.07% | +5+0.3% | Added |
| Standard Family Office LLC | 1,671 | $188.0K | 1.86% | +1,671 | New |
| Clean Yield Group | 1,717 | $193.0K | 0.08% | +278+19.3% | Added |
| Ellevest, Inc. | 1,722 | $194.0K | 0.02% | −93−5.1% | Reduced |
| Lipe & Dalton | 1,730 | $195.0K | 0.11% | 00.0% | Unchanged |
| Baron Financial Group, LLC | 1,735 | $195.4K | 0.13% | 00.0% | Unchanged |
| Caption Management, LLC | 1,738 | $196.0K | 0.02% | +1,738 | New |
| Ellis Investment Partners, LLC | 1,780 | $200.0K | 0.05% | +13+0.7% | Added |
| Abacus Wealth Partners, LLC | 1,784 | $200.9K | 0.10% | +196+12.3% | Added |
| Ade, LLC | 1,781 | $201.0K | 0.21% | 00.0% | Unchanged |
| Hartford Funds Management Co LLC | 1,787 | $201.0K | 0.02% | +1,787 | New |
| Blue Barn Wealth, LLC | 1,786 | $201.0K | 0.15% | +1,786 | New |
| Prentiss Smith & Co Inc | 1,798 | $202.0K | 0.16% | −270−13.1% | Reduced |
| Smith Anglin Financial, LLC | 1,791 | $202.0K | 0.06% | −156−8.0% | Reduced |
| VELA Investment Management, LLC | 1,798 | $202.0K | 0.12% | +1,798 | New |
| KFA Private Wealth Group, LLC | 1,803 | $203.0K | 0.11% | −60−3.2% | Reduced |
| Flynn Zito Capital Management, LLC | 1,803 | $203.0K | 0.11% | +283+18.6% | Added |
| Howard Capital Management Inc. | 1,809 | $204.0K | 0.06% | −349−16.2% | Reduced |
| Ameraudi Asset Management, Inc. | 1,816 | $204.0K | 0.08% | 00.0% | Unchanged |
| Shikiar Asset Management Inc | 1,820 | $205.0K | 0.08% | −250−12.1% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 1,824 | $205.0K | 0.19% | +1,799+7,196.0% | Added |
| Confluence Investment Management LLC | 1,833 | $206.0K | 0.00% | −37−2.0% | Reduced |
| Peninsula Wealth, LLC | 1,827 | $206.0K | 0.07% | +1,827 | New |
| Farmer Steven Patrick | 1,833 | $206.0K | 0.00% | +1,833 | New |
| Leeward Financial Partners, LLC | 1,847 | $208.0K | 0.14% | −18,943−91.1% | Reduced |
| Defender Capital, LLC. | 1,849 | $208.0K | 0.08% | 00.0% | Unchanged |
| Roth Financial Partners LLC | 1,848 | $208.0K | 0.17% | 00.0% | Unchanged |
| HFR Wealth Management, LLC | 1,845 | $208.0K | 0.06% | 00.0% | Unchanged |
| Norwood Financial Corp | 1,850 | $209.0K | 0.36% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 1,862 | $209.7K | 0.22% | −451−19.5% | Reduced |
| Hapanowicz & Associates Financial Services, Inc | 1,861 | $210.0K | 0.16% | +1,861 | New |
| Detalus Advisors, LLC | 1,862 | $210.0K | 0.12% | +1,862 | New |
| New World Advisors LLC | 1,889 | $211.0K | 0.11% | −733−28.0% | Reduced |
| Riverpoint Wealth Management Holdings, LLC | 1,876 | $211.0K | 0.08% | +16+0.9% | Added |
| Monolith Advisors | 1,874 | $211.0K | 0.22% | +1,500+401.1% | Added |
| Schonfeld Strategic Advisors LLC | 1,879 | $212.0K | 0.00% | −414,321−99.5% | Reduced |
| Lanham O'Dell & Company, Inc. | 1,880 | $212.0K | 1.05% | +1+0.1% | Added |
| Retirement Planning Group | 1,879 | $212.0K | 0.03% | +141+8.1% | Added |
| Jacobson & Schmitt Advisors, LLC | 1,889 | $213.0K | 0.07% | −434−18.7% | Reduced |
| Urban Wealth Management, LLC | 1,893 | $213.0K | 0.72% | +1,893 | New |
| South Shore Capital Advisors | 1,904 | $214.0K | 0.45% | −47−2.4% | Reduced |
| Saturna Capital CORP | 1,901 | $214.0K | 0.01% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 1,898 | $214.0K | 0.12% | +3+0.2% | Added |
| CCG Wealth Management, LLC | 1,898 | $214.0K | 0.12% | +340+21.8% | Added |
| Sterling Investment Management, Inc. | 1,906 | $215.0K | 0.18% | −10,997−85.2% | Reduced |
| East Coast Asset Management, LLC. | 1,911 | $215.0K | 0.10% | −230−10.7% | Reduced |
| ShoreHaven Wealth Partners, LLC | 1,911 | $215.0K | 0.15% | +262+15.9% | Added |
| VisionPoint Advisory Group, LLC | 1,795 | $216.0K | 0.09% | −4,423−71.1% | Reduced |
| Vishria Bird Financial Group, LLC | 1,927 | $217.0K | 0.14% | 00.0% | Unchanged |
| Hilltop Wealth Advisors, LLC | 1,936 | $218.0K | 0.21% | 00.0% | Unchanged |
| Charles Schwab Investment Advisory, Inc. | 1,936 | $218.0K | 0.00% | +275+16.6% | Added |
| C M Bidwell & Associates Ltd | 1,933 | $218.0K | 0.17% | +1,198+163.0% | Added |
| Triton Wealth Management, PLLC | 1,939 | $219.0K | 0.15% | +26+1.4% | Added |
| Bluesphere Advisors, LLC | 1,950 | $220.0K | 0.21% | −324−14.2% | Reduced |
| Cribstone Capital Management, LLC | 1,960 | $221.0K | 0.14% | −7,356−79.0% | Reduced |
| Wellspring Financial Advisors, LLC | 1,966 | $221.0K | 0.08% | −50−2.5% | Reduced |