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 |
|---|---|---|---|---|---|
| Coerente Capital Management | 36,449 | $4.10M | 0.92% | +995+2.8% | Added |
| Hedeker Wealth, LLC | 35,858 | $4.11M | 1.42% | −2,755−7.1% | Reduced |
| MidWestOne Financial Group, Inc. | 36,472 | $4.11M | 1.02% | +2,530+7.5% | Added |
| Eagle Asset Management Inc | 36,604 | $4.12M | 0.03% | −774,657−95.5% | Reduced |
| Bank of New Hampshire | 36,601 | $4.12M | 1.19% | −3,105−7.8% | Reduced |
| Van Eck Associates Corp | 36,673 | $4.13M | 0.01% | +8,847+31.8% | Added |
| Rpo LLC | 36,707 | $4.13M | 1.12% | +36,707 | New |
| Exchange Capital Management, Inc. | 36,730 | $4.14M | 0.90% | +4,488+13.9% | Added |
| Capital Analysts, LLC | 36,747 | $4.14M | 0.29% | +450+1.2% | Added |
| Strategic Wealth Partners, Ltd. | 36,746 | $4.14M | 0.89% | +1,056+3.0% | Added |
| Systematic Alpha Investments, LLC | 36,804 | $4.14M | 0.23% | −5,200−12.4% | Reduced |
| Founders Capital Management | 36,801 | $4.14M | 3.27% | +11,235+43.9% | Added |
| Bessemer Securities LLC | 36,831 | $4.15M | 1.45% | +7,050+23.7% | Added |
| Harbour Investments, Inc. | 36,831 | $4.15M | 0.28% | +36,831 | New |
| Magnus Financial Group LLC | 36,840 | $4.15M | 0.76% | +2,965+8.8% | Added |
| Trustcore Financial Services, LLC | 36,911 | $4.16M | 0.39% | +1,444+4.1% | Added |
| Next Level Private LLC | 36,942 | $4.16M | 1.60% | −1,302−3.4% | Reduced |
| Chemistry Wealth Management LLC | 36,942 | $4.16M | 1.60% | −214−0.6% | Reduced |
| Excalibur Management Corp | 36,961 | $4.16M | 2.17% | −307−0.8% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 37,045 | $4.17M | 0.42% | +683+1.9% | Added |
| Vectors Research Management, LLC | 37,067 | $4.17M | 1.06% | −3,631−8.9% | Reduced |
| Permanens Capital L.P. | 37,091 | $4.18M | 0.84% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 37,096 | $4.18M | 1.02% | +3,942+11.9% | Added |
| Horan Capital Advisors, LLC. | 37,111 | $4.18M | 1.94% | +129+0.3% | Added |
| Procyon Private Wealth Partners, LLC | 37,220 | $4.19M | 0.92% | +1,663+4.7% | Added |
| LSV Asset Management | 37,300 | $4.20M | 0.01% | 00.0% | Unchanged |
| Bridgewater Advisors Inc. | 37,432 | $4.21M | 0.87% | −279−0.7% | Reduced |
| tru Independence LLC | 37,485 | $4.22M | 1.36% | +7,885+26.6% | Added |
| MSD Partners, L.P. | 37,500 | $4.22M | 0.32% | 00.0% | Unchanged |
| NewSquare Capital LLC | 37,518 | $4.22M | 0.54% | +3,757+11.1% | Added |
| Concorde Financial Corp | 37,649 | $4.24M | 4.74% | +6,225+19.8% | Added |
| Stillwater Investment Management, LLC | 37,769 | $4.25M | 1.26% | +821+2.2% | Added |
| Sandhill Capital Partners LLC | 37,824 | $4.26M | 0.46% | +20,806+122.3% | Added |
| Fusion Capital, LLC | 37,844 | $4.26M | 2.63% | – | – |
| Pinnacle Wealth Management Advisory Group, LLC | 37,885 | $4.27M | 0.69% | −1,280−3.3% | Reduced |
| R.m.sincerbeaux Capital Management LLC | 37,890 | $4.27M | 3.13% | 00.0% | Unchanged |
| NEIRG Wealth Management, LLC | 37,917 | $4.27M | 0.93% | +3,639+10.6% | Added |
| Cigna Investments Inc | 37,947 | $4.27M | 0.86% | −14,175−27.2% | Reduced |
| Source Financial Advisors LLC | 37,973 | $4.28M | 1.68% | +192+0.5% | Added |
| Laurion Capital Management LP | 38,065 | $4.29M | 0.18% | +34,092+858.1% | Added |
| Werlinich Asset Management, LLC | 38,065 | $4.29M | 4.01% | −200−0.5% | Reduced |
| Tokio Marine Asset Management Co Ltd | 38,105 | $4.29M | 0.38% | +6,151+19.2% | Added |
| Advanced Asset Management Advisors Inc | 38,294 | $4.31M | 1.11% | +45+0.1% | Added |
| Joel Isaacson & Co., LLC | 38,350 | $4.32M | 0.36% | −515−1.3% | Reduced |
| NatWest Group plc | 38,410 | $4.33M | 2.45% | +2,080+5.7% | Added |
| Global Wealth Management Investment Advisory, Inc. | 38,593 | $4.35M | 1.47% | +6,475+20.2% | Added |
| Schechter Investment Advisors, LLC | 38,655 | $4.35M | 0.42% | +4,146+12.0% | Added |
| Huber Capital Management LLC | 38,679 | $4.36M | 1.22% | −48−0.1% | Reduced |
| Sitrin Capital Management LLC | 38,728 | $4.36M | 2.78% | −723−1.8% | Reduced |
| Schmidt P J Investment Management Inc | 37,754 | $4.36M | 0.95% | +102+0.3% | Added |
| Institutional & Family Asset Management, LLC | 38,746 | $4.36M | 0.76% | +1,854+5.0% | Added |
| Carderock Capital Management Inc | 38,996 | $4.39M | 1.83% | +9,320+31.4% | Added |
| Shepherd Financial Partners LLC | 39,137 | $4.41M | 0.86% | +1,168+3.1% | Added |
| Patton Albertson Miller Group, LLC | 39,187 | $4.41M | 0.90% | +206+0.5% | Added |
| Mechanics Bank Trust Department | 39,222 | $4.42M | 0.79% | +163+0.4% | Added |
| Semmax Financial Advisors Inc. | 37,430 | $4.43M | 1.81% | +33,161+776.8% | Added |
| Chicago Trust Co NA | 39,365 | $4.43M | 1.12% | +4,674+13.5% | Added |
| Budros, Ruhlin & Roe, Inc. | 39,412 | $4.44M | 0.53% | −33−0.1% | Reduced |
| Kinneret Advisory, LLC | 39,432 | $4.44M | 0.58% | +835+2.2% | Added |
| Howland Capital Management LLC | 39,513 | $4.45M | 0.27% | +1,110+2.9% | Added |
| Consolidated Investment Group LLC | 39,692 | $4.47M | 0.85% | 00.0% | Unchanged |
| Chronos Wealth Management, LLC | 39,707 | $4.47M | 3.35% | +537+1.4% | Added |
| Oxford Financial Group Ltd | 39,725 | $4.47M | 0.66% | −563−1.4% | Reduced |
| Checchi Capital Advisers, LLC | 38,812 | $4.48M | 0.44% | +1,003+2.7% | Added |
| Avantax Planning Partners, Inc. | 39,759 | $4.48M | 0.19% | +4,121+11.6% | Added |
| Fairfield, Bush & Co. | 39,960 | $4.50M | 2.65% | −4,451−10.0% | Reduced |
| United Fire Group Inc | 40,000 | $4.50M | 2.76% | −17,736−30.7% | Reduced |
| Mandatum Life Insurance Co Ltd | 40,000 | $4.50M | 1.01% | +3,399+9.3% | Added |
| RFG Advisory, LLC | 38,937 | $4.51M | 0.26% | +10,925+39.0% | Added |
| Patient Capital Management, LLC | 40,100 | $4.52M | 2.20% | +4,000+11.1% | Added |
| M Holdings Securities, Inc. | 40,155 | $4.52M | 0.46% | +1,117+2.9% | Added |
| First Washington CORP | 40,233 | $4.53M | 2.10% | +40,233 | New |
| Van Hulzen Asset Management, LLC | 40,275 | $4.54M | 0.54% | −16,028−28.5% | Reduced |
| Opus Investment Management Inc | 40,350 | $4.54M | 0.98% | 00.0% | Unchanged |
| Monetary Management Group Inc | 40,379 | $4.55M | 1.43% | +6,090+17.8% | Added |
| Waldron Private Wealth LLC | 40,406 | $4.55M | 0.26% | +1,314+3.4% | Added |
| White Pine Investment CO | 40,439 | $4.55M | 1.80% | +105+0.3% | Added |
| Peloton Wealth Strategists | 40,449 | $4.55M | 2.22% | +600+1.5% | Added |
| Burleson & Company, LLC | 40,553 | $4.57M | 1.00% | +2,961+7.9% | Added |
| Jacobi Capital Management LLC | 40,566 | $4.57M | 0.61% | +1,776+4.6% | Added |
| David Loasby | 39,875 | $4.57M | 0.68% | +55+0.1% | Added |
| Charles Carroll Financial Partners, LLC | 40,625 | $4.58M | 5.98% | +300+0.7% | Added |
| Monticello Wealth Management, LLC | 40,672 | $4.58M | 0.50% | −136−0.3% | Reduced |
| Asset Dedication, LLC | 41,020 | $4.60M | 0.68% | +1,250+3.1% | Added |
| Ritholtz Wealth Management | 40,838 | $4.60M | 0.29% | +8,712+27.1% | Added |
| Lincoln Capital Corp | 40,846 | $4.60M | 2.97% | +243+0.6% | Added |
| Bristlecone Advisors, LLC | 41,038 | $4.62M | 0.57% | +2,556+6.6% | Added |
| Ameritas Investment Partners, Inc. | 41,093 | $4.63M | 0.20% | −1,464−3.4% | Reduced |
| Johnson Financial Group, Inc. | 41,308 | $4.65M | 0.33% | +320+0.8% | Added |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 41,320 | $4.65M | 3.16% | 00.0% | Unchanged |
| Fluent Financial, LLC | 41,384 | $4.66M | 2.39% | +1,200+3.0% | Added |
| Principal Street Partners, LLC | 41,384 | $4.66M | 1.21% | +8,045+24.1% | Added |
| Bowling Portfolio Management LLC | 41,412 | $4.66M | 1.18% | +5,961+16.8% | Added |
| Arden Trust Co | 41,449 | $4.67M | 1.07% | −2,523−5.7% | Reduced |
| Van Strum & Towne Inc. | 41,460 | $4.67M | 1.99% | −175−0.4% | Reduced |
| Laurel Wealth Advisors, Inc. | 41,530 | $4.68M | 0.48% | −634−1.5% | Reduced |
| Wilson Asset Management (International) Pty Ltd | 41,597 | $4.68M | 1.40% | −19,240−31.6% | Reduced |
| LeJeune Puetz Investment Counsel LLC | 41,622 | $4.69M | 1.82% | +2,001+5.1% | Added |
| Abbot Financial Management, Inc. | 41,683 | $4.69M | 2.84% | +427+1.0% | Added |
| Somerset Trust Co | 41,691 | $4.70M | 2.06% | +391+0.9% | Added |