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 |
|---|---|---|---|---|---|
| Montchanin Asset Management, LLC | 28,171 | $3.17M | 4.39% | +28,171 | New |
| Sterling Investment Advisors, Ltd. | 28,246 | $3.18M | 1.09% | +1,348+5.0% | Added |
| Lindbrook Capital, LLC | 28,247 | $3.18M | 0.53% | +4,881+20.9% | Added |
| Athena Investment Management | 28,269 | $3.18M | 2.51% | +600+2.2% | Added |
| Trustco Bank Corp N Y | 28,359 | $3.19M | 3.44% | −480−1.7% | Reduced |
| Aureus Asset Management, LLC | 28,418 | $3.20M | 0.26% | −3,058−9.7% | Reduced |
| AAFMAA Wealth Management & Trust LLC | 28,574 | $3.22M | 2.17% | −1,617−5.4% | Reduced |
| Hengehold Capital Management LLC | 28,589 | $3.22M | 0.46% | +2,309+8.8% | Added |
| Atlas Brown,Inc. | 28,609 | $3.22M | 1.52% | +780+2.8% | Added |
| Weil Company, Inc. | 28,661 | $3.23M | 1.82% | +6,582+29.8% | Added |
| Peddock Capital Advisors, LLC | 28,682 | $3.23M | 1.26% | +200+0.7% | Added |
| Zevenbergen Capital Investments LLC | 28,758 | $3.24M | 0.15% | +765+2.7% | Added |
| Cambria Investment Management, L.P. | 28,800 | $3.24M | 0.42% | +2,880+11.1% | Added |
| Inscription Capital, LLC | 28,803 | $3.24M | 0.58% | +12,384+75.4% | Added |
| Orion Portfolio Solutions, LLC | 28,928 | $3.26M | 0.13% | +2,120+7.9% | Added |
| 9258 Wealth Management, LLC | 28,979 | $3.26M | 0.84% | +875+3.1% | Added |
| Shelter Mutual Insurance Co | 29,000 | $3.27M | 0.99% | 00.0% | Unchanged |
| Highlander Partners, L.P. | 29,000 | $3.27M | 4.30% | 00.0% | Unchanged |
| Change Path, LLC | 29,044 | $3.27M | 0.18% | −2,356−7.5% | Reduced |
| Mountain Pacific Investment Advisers Inc | 29,048 | $3.27M | 0.25% | −945−3.2% | Reduced |
| Herold Advisors, Inc. | 29,053 | $3.27M | 1.48% | +1,060+3.8% | Added |
| Arkadios Wealth Advisors | 29,066 | $3.27M | 0.49% | +2,094+7.8% | Added |
| BNC Wealth Management, LLC | 29,127 | $3.28M | 1.71% | +22,914+368.8% | Added |
| Wisconsin Capital Management LLC | 29,149 | $3.28M | 2.20% | +754+2.7% | Added |
| Brick & Kyle, Associates | 35,031 | $3.29M | 1.85% | +318+0.9% | Added |
| Andesa Financial Management Inc. | 29,286 | $3.30M | 2.08% | −1,679−5.4% | Reduced |
| Winning Points Advisors, LLC | 29,303 | $3.30M | 3.62% | +527+1.8% | Added |
| West Branch Capital LLC | 29,311 | $3.30M | 1.91% | −70−0.2% | Reduced |
| SeaBridge Investment Advisors LLC | 29,366 | $3.31M | 1.06% | +716+2.5% | Added |
| Claro Advisors LLC | 29,407 | $3.31M | 1.32% | +3,493+13.5% | Added |
| Bogart Wealth, LLC | 29,432 | $3.31M | 0.29% | +6,218+26.8% | Added |
| Americana Partners, LLC | 29,840 | $3.32M | 0.59% | +1,471+5.2% | Added |
| Regal Investment Advisors LLC | 29,510 | $3.32M | 0.35% | +1,076+3.8% | Added |
| Arete Wealth Advisors, LLC | 29,504 | $3.33M | 0.36% | +3,132+11.9% | Added |
| Sawtooth Solutions, LLC | 29,536 | $3.33M | 0.43% | +7,450+33.7% | Added |
| United Bank | 29,550 | $3.33M | 2.07% | +2,691+10.0% | Added |
| Citizens & Northern Corp | 29,565 | $3.33M | 1.45% | −1,010−3.3% | Reduced |
| Amarillo National Bank | 29,573 | $3.33M | 0.74% | +31+0.1% | Added |
| Strategic Blueprint, LLC | 29,664 | $3.34M | 0.43% | −108−0.4% | Reduced |
| Fund Management at Engine No. 1 LLC | 29,656 | $3.34M | 0.88% | +4,637+18.5% | Added |
| Supplemental Annuity Collective Trust of NJ | 29,700 | $3.35M | 1.34% | 00.0% | Unchanged |
| Doliver Advisors, LP | 29,727 | $3.35M | 1.19% | +4,555+18.1% | Added |
| Bank Hapoalim BM | 29,851 | $3.36M | 0.43% | +5,552+22.8% | Added |
| Brandywine Oak Private Wealth LLC | 29,883 | $3.37M | 0.43% | +150+0.5% | Added |
| Rosenblum Silverman Sutton S F Inc | 29,953 | $3.37M | 1.10% | +66+0.2% | Added |
| Nikulski Financial, Inc. | 29,966 | $3.37M | 1.67% | +460+1.6% | Added |
| Monetta Financial Services Inc | 30,000 | $3.38M | 3.54% | 00.0% | Unchanged |
| Allen Holding Inc | 30,000 | $3.38M | 0.48% | 00.0% | Unchanged |
| Bleichroeder LP | 30,000 | $3.38M | 0.70% | 00.0% | Unchanged |
| Udine Wealth Management, Inc. | 30,049 | $3.38M | 6.13% | +3,050+11.3% | Added |
| McBroom & Associates, LLC | 30,172 | $3.40M | 3.70% | −294−1.0% | Reduced |
| Capital Asset Advisory Services LLC | 30,377 | $3.42M | 0.38% | −1,164−3.7% | Reduced |
| Dixon Hubard Feinour & Brown Inc | 30,400 | $3.42M | 0.41% | −1,777−5.5% | Reduced |
| First Nebraska Trust Co | 30,511 | $3.44M | 0.45% | −40−0.1% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 30,552 | $3.44M | 0.45% | +22,961+302.5% | Added |
| Allen Capital Group, LLC | 30,595 | $3.44M | 0.70% | +1,074+3.6% | Added |
| Flagship Harbor Advisors, LLC | 30,651 | $3.45M | 0.39% | +2,788+10.0% | Added |
| Kore Private Wealth LLC | 30,679 | $3.46M | 0.53% | +340+1.1% | Added |
| Congress Park Capital LLC | 30,677 | $3.46M | 2.22% | +532+1.8% | Added |
| Baker Tilly Wealth Management, LLC | 30,681 | $3.46M | 0.45% | +713+2.4% | Added |
| Green Square Capital Advisors LLC | 30,687 | $3.46M | 0.63% | −110−0.4% | Reduced |
| Summit Financial, LLC | 30,694 | $3.46M | 0.32% | −570−1.8% | Reduced |
| Ameritas Advisory Services, LLC | 30,748 | $3.46M | 0.20% | +1,755+6.1% | Added |
| Boston Financial Mangement LLC | 30,775 | $3.47M | 0.15% | +4,602+17.6% | Added |
| apricus wealth, LLC | 30,836 | $3.47M | 3.18% | +2,308+8.1% | Added |
| Investors Asset Management of Georgia Inc | 30,858 | $3.48M | 1.80% | +302+1.0% | Added |
| Lauterbach Financial Advisors, LLC | 30,866 | $3.48M | 3.30% | −314−1.0% | Reduced |
| Pegasus Asset Management, Inc. | 30,933 | $3.48M | 1.89% | −879−2.8% | Reduced |
| J.W. Cole Advisors, Inc. | 30,941 | $3.48M | 0.28% | −822−2.6% | Reduced |
| Hamilton Point Investment Advisors, LLC | 30,961 | $3.49M | 1.01% | +245+0.8% | Added |
| Brooks, Moore & Associates, Inc. | 30,968 | $3.49M | 2.51% | +2,794+9.9% | Added |
| RBA Wealth Management, LLC | 30,986 | $3.49M | 1.93% | +1,757+6.0% | Added |
| Addison Capital Co | 31,048 | $3.50M | 2.04% | −487−1.5% | Reduced |
| Trust Asset Management LLC | 31,060 | $3.50M | 0.49% | +1,195+4.0% | Added |
| Account Management LLC | 31,080 | $3.50M | 4.26% | −47−0.2% | Reduced |
| Blue Zone Wealth Advisors, LLC | 31,134 | $3.51M | 1.59% | 00.0% | Unchanged |
| Wealthsource Partners, LLC | 31,167 | $3.51M | 0.26% | −25,425−44.9% | Reduced |
| Hixon Zuercher, LLC | 31,194 | $3.51M | 2.28% | +1,019+3.4% | Added |
| Cohen Lawrence B | 31,201 | $3.51M | 2.50% | +421+1.4% | Added |
| GM Advisory Group, Inc. | 31,271 | $3.52M | 0.55% | −2,376−7.1% | Reduced |
| Argent Advisors, Inc. | 31,306 | $3.52M | 1.98% | +7,994+34.3% | Added |
| Centre Asset Management, LLC | 31,334 | $3.53M | 0.94% | +9,529+43.7% | Added |
| Brightworth | 31,366 | $3.53M | 0.38% | +3,148+11.2% | Added |
| Icon Wealth Partners, LLC | 31,371 | $3.53M | 0.42% | −29,067−48.1% | Reduced |
| Triangle Securities Wealth Management | 31,422 | $3.54M | 1.38% | +870+2.8% | Added |
| V Wealth Advisors LLC | 31,428 | $3.54M | 0.67% | +997+3.3% | Added |
| Consolidated Planning Corp | 31,473 | $3.54M | 1.11% | +27,287+651.9% | Added |
| Symmetry Partners, LLC | 31,524 | $3.55M | 0.24% | −1,149−3.5% | Reduced |
| Marcum Wealth, LLC | 31,522 | $3.55M | 0.53% | +1,822+6.1% | Added |
| Cary Street Partners Asset Management LLC | 31,528 | $3.55M | 0.83% | +7,874+33.3% | Added |
| Parcion Private Wealth LLC | 30,984 | $3.56M | 0.36% | −2,015−6.1% | Reduced |
| Soltis Investment Advisors LLC | 31,579 | $3.56M | 0.52% | +6,215+24.5% | Added |
| Sciencast Management LP | 31,002 | $3.56M | 0.80% | +31,002 | New |
| CAPROCK Group, Inc. | 31,646 | $3.56M | 0.35% | +1,678+5.6% | Added |
| Duff & Phelps Investment Management Co | 31,665 | $3.57M | 0.04% | +170+0.5% | Added |
| Bank Ozk | 31,677 | $3.57M | 1.80% | −195−0.6% | Reduced |
| Silvant Capital Management LLC | 31,685 | $3.57M | 0.86% | −403−1.3% | Reduced |
| Altrius Capital Management Inc | 31,767 | $3.58M | 1.16% | +31,767 | New |
| Security National Bank | 31,801 | $3.58M | 1.00% | +4,568+16.8% | Added |
| Lee Danner & Bass Inc | 31,888 | $3.59M | 0.36% | +2,653+9.1% | Added |