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 |
|---|---|---|---|---|---|
| Scissortail Wealth Management, LLC | 22,677 | $3.59M | 1.38% | −2,126−8.6% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 31,895 | $3.59M | 0.05% | 00.0% | Unchanged |
| PDS Planning, Inc | 31,958 | $3.60M | 0.65% | +3,651+12.9% | Added |
| K.J. Harrison & Partners Inc | 32,005 | $3.61M | 0.97% | −700−2.1% | Reduced |
| Bedel Financial Consulting, Inc. | 32,134 | $3.62M | 1.06% | +230+0.7% | Added |
| Family Legacy, Inc. | 32,033 | $3.62M | 1.72% | +200+0.6% | Added |
| Wealth Effects LLC | 32,143 | $3.62M | 2.18% | +396+1.2% | Added |
| Ascent Group, LLC | 31,424 | $3.63M | 0.43% | +2,002+6.8% | Added |
| Forte Capital LLC | 32,217 | $3.63M | 0.63% | −1,963−5.7% | Reduced |
| Financial Advisory Partners, LLC | 32,219 | $3.63M | 1.50% | +6,162+23.6% | Added |
| Bill Few Associates, Inc. | 32,261 | $3.63M | 2.32% | +693+2.2% | Added |
| Intersect Capital LLC | 32,301 | $3.64M | 1.10% | −7,445−18.7% | Reduced |
| Paradigm Financial Partners, LLC | 31,703 | $3.64M | 1.09% | +80+0.3% | Added |
| Walled Lake Planning & Wealth Management, LLC | 32,408 | $3.65M | 2.51% | +1,534+5.0% | Added |
| MTM Investment Management, LLC | 32,014 | $3.65M | 1.97% | +116+0.4% | Added |
| Capital Insight Partners, LLC | 32,532 | $3.66M | 0.86% | +1,175+3.7% | Added |
| Ahl Investment Management, Inc. | 32,559 | $3.67M | 3.69% | +140.0% | Added |
| Smithfield Trust Co | 32,515 | $3.67M | 0.26% | +1,614+5.2% | Added |
| Mitchell McLeod Pugh & Williams Inc | 32,602 | $3.67M | 1.42% | −618−1.9% | Reduced |
| Westover Capital Advisors, LLC | 32,622 | $3.67M | 1.35% | +1,076+3.4% | Added |
| Jaffetilchin Investment Partners, LLC | 32,622 | $3.67M | 0.44% | +4,892+17.6% | Added |
| Seven Eight Capital, LP | 32,675 | $3.68M | 1.48% | −679−2.0% | Reduced |
| Pathstone Family Office, LLC | 32,767 | $3.69M | 0.08% | +10,223+45.3% | Added |
| Townsend Asset Management Corp | 32,866 | $3.70M | 1.91% | −834−2.5% | Reduced |
| Zuckerman Investment Group, LLC | 32,871 | $3.70M | 0.67% | +2,484+8.2% | Added |
| Bell & Brown Wealth Advisors, LLC | 32,927 | $3.71M | 1.98% | −41−0.1% | Reduced |
| Laidlaw Wealth Management LLC | 32,949 | $3.71M | 0.76% | +2,148+7.0% | Added |
| Lafayette Investments, Inc. | 32,955 | $3.71M | 1.07% | +2,470+8.1% | Added |
| Kentucky Farm Bureau Mutual Insurance Co | 33,000 | $3.72M | 1.21% | 00.0% | Unchanged |
| Patten Group, Inc. | 32,441 | $3.72M | 1.19% | +85+0.3% | Added |
| SeaCrest Wealth Management, LLC | 33,113 | $3.73M | 0.47% | +115+0.3% | Added |
| Toroso Investments, LLC | 33,190 | $3.74M | 0.14% | −5,944−15.2% | Reduced |
| SOL Capital Management CO | 33,187 | $3.74M | 0.76% | +3,130+10.4% | Added |
| Lincoln Capital LLC | 33,224 | $3.74M | 1.05% | +1,736+5.5% | Added |
| Meridian Management Co | 33,262 | $3.75M | 1.45% | +274+0.8% | Added |
| Pinnacle Bancorp, Inc. | 33,300 | $3.75M | 1.54% | +93+0.3% | Added |
| Monarch Capital Management Inc | 33,315 | $3.75M | 1.12% | −10.0% | Reduced |
| NTV Asset Management LLC | 33,430 | $3.77M | 0.74% | −45−0.1% | Reduced |
| TRUE Private Wealth Advisors | 33,463 | $3.77M | 0.55% | +974+3.0% | Added |
| Karp Capital Management Corp | 33,542 | $3.78M | 0.67% | −3,146−8.6% | Reduced |
| Creegan & Nassoura Financial Group, LLC | 33,544 | $3.78M | 3.18% | +8,590+34.4% | Added |
| Balentine LLC | 33,545 | $3.78M | 0.14% | −5,646−14.4% | Reduced |
| Hodges Capital Management Inc. | 33,610 | $3.78M | 0.38% | +863+2.6% | Added |
| Equitable Trust Co | 33,611 | $3.79M | 0.28% | −3,218−8.7% | Reduced |
| Capital Investment Advisory Services, LLC | 33,628 | $3.79M | 0.46% | +1,684+5.3% | Added |
| Brighton Jones LLC | 33,694 | $3.79M | 0.22% | −253−0.7% | Reduced |
| Hohimer Wealth Management, LLC | 33,698 | $3.79M | 1.12% | −7,234−17.7% | Reduced |
| TFG Advisers LLC | 33,745 | $3.80M | 2.02% | +929+2.8% | Added |
| DF Dent & Co Inc | 33,831 | $3.81M | 0.05% | −3,866−10.3% | Reduced |
| Good Life Advisors, LLC | 33,904 | $3.82M | 0.53% | +1,367+4.2% | Added |
| BerganKDV Wealth Management, LLC | 33,916 | $3.82M | 0.44% | +24,649+266.0% | Added |
| Wealthspire Advisors, LLC | 33,928 | $3.82M | 0.08% | +7,276+27.3% | Added |
| Annex Advisory Services, LLC | 33,975 | $3.83M | 0.28% | +1,392+4.3% | Added |
| Stone Point Wealth LLC | 34,006 | $3.83M | 2.29% | +316+0.9% | Added |
| CSS LLC | 34,000 | $3.83M | 0.18% | +4,000+13.3% | Added |
| JB Capital LLC | 34,008 | $3.83M | 0.41% | +1,780+5.5% | Added |
| First Personal Financial Services | 34,072 | $3.84M | 1.07% | +1,641+5.1% | Added |
| Headinvest, LLC | 34,102 | $3.84M | 0.85% | −142−0.4% | Reduced |
| Baader Bank INC | 34,125 | $3.84M | 0.38% | 00.0% | Unchanged |
| Redwood Investments, LLC | 34,154 | $3.85M | 0.43% | −11,434−25.1% | Reduced |
| Summit Global Investments | 34,183 | $3.85M | 0.34% | −1,100−3.1% | Reduced |
| Boston Research & Management Inc | 34,223 | $3.85M | 1.25% | +1,280+3.9% | Added |
| BOK Financial Private Wealth, Inc. | 34,332 | $3.87M | 0.34% | −22,738−39.8% | Reduced |
| Strategic Financial Services, Inc, | 34,340 | $3.87M | 0.33% | −853−2.4% | Reduced |
| Quadrant Capital Group LLC | 34,383 | $3.87M | 0.52% | +1,673+5.1% | Added |
| Essex LLC | 34,495 | $3.88M | 1.20% | +930+2.8% | Added |
| Exencial Wealth Advisors, LLC | 34,499 | $3.88M | 0.22% | +2,365+7.4% | Added |
| Washington Trust Advisors, Inc. | 34,540 | $3.89M | 0.34% | −2,647−7.1% | Reduced |
| Comerica Securities,inc. | 34,546 | $3.89M | 0.29% | +3,926+12.8% | Added |
| Montecito Bank & Trust | 34,634 | $3.90M | 0.93% | −3,812−9.9% | Reduced |
| E&G Advisors, LP | 34,652 | $3.90M | 1.32% | +350+1.0% | Added |
| Wasatch Advisors Inc | 34,709 | $3.91M | 0.02% | +500+1.5% | Added |
| Country Club Bank | 33,940 | $3.91M | 0.36% | +1,465+4.5% | Added |
| AdvisorNet Financial, Inc | 34,813 | $3.92M | 0.39% | −4,656−11.8% | Reduced |
| Grandfield & Dodd, LLC | 34,776 | $3.92M | 0.31% | −250−0.7% | Reduced |
| ARGI Investment Services, LLC | 34,810 | $3.92M | 0.13% | +2,059+6.3% | Added |
| Ronald Blue Trust, Inc. | 28,770 | $3.92M | 0.06% | +28,770 | New |
| Kavar Capital Partners Group, LLC | 34,878 | $3.93M | 0.91% | +2,129+6.5% | Added |
| Edgestream Partners, L.P. | 34,951 | $3.94M | 0.31% | −15,094−30.2% | Reduced |
| Augustine Asset Management Inc | 34,985 | $3.94M | 2.42% | −2,847−7.5% | Reduced |
| Family Management Corp | 35,072 | $3.95M | 1.12% | −2,682−7.1% | Reduced |
| Lakeview Capital Partners, LLC | 35,230 | $3.97M | 2.28% | +2,223+6.7% | Added |
| Legacy Financial Advisors, Inc. | 35,361 | $3.98M | 0.99% | +1,032+3.0% | Added |
| Buckhead Capital Management LLC | 35,413 | $3.99M | 0.99% | −807−2.2% | Reduced |
| HNP Capital LLC | 35,460 | $3.99M | 1.10% | −2,979−7.7% | Reduced |
| Cottage Street Advisors LLC | 35,692 | $4.02M | 3.02% | −975−2.7% | Reduced |
| Close Asset Management Ltd | 35,841 | $4.04M | 0.19% | −37,418−51.1% | Reduced |
| Baugh & Associates, LLC | 35,909 | $4.04M | 2.72% | −402−1.1% | Reduced |
| Unison Asset Management LLC | 35,929 | $4.05M | 3.95% | +3,302+10.1% | Added |
| GFS Advisors, LLC | 36,073 | $4.06M | 0.91% | +18,955+110.7% | Added |
| Peterson Wealth Services | 36,118 | $4.07M | 2.93% | +2,947+8.9% | Added |
| Varma Mutual Pension Insurance Co | 36,125 | $4.07M | 0.07% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 36,167 | $4.07M | 1.19% | −1,671−4.4% | Reduced |
| Focus Financial Network, Inc. | 36,222 | $4.08M | 0.34% | +29+0.1% | Added |
| Duncker Streett & Co Inc | 36,241 | $4.08M | 0.98% | −192−0.5% | Reduced |
| Clarius Group, LLC | 36,277 | $4.08M | 0.41% | +717+2.0% | Added |
| TrinityPoint Wealth, LLC | 36,328 | $4.09M | 0.90% | +160+0.4% | Added |
| Chemung Canal Trust Co | 36,347 | $4.09M | 0.93% | −1,192−3.2% | Reduced |
| Canal Capital Management, LLC | 36,411 | $4.10M | 1.22% | +2,869+8.6% | Added |
| Connable Office Inc | 36,422 | $4.10M | 0.63% | 00.0% | Unchanged |