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 |
|---|---|---|---|---|---|
| Northwest Bancshares, Inc. | 41,697 | $4.70M | 1.06% | +2,841+7.3% | Added |
| Cornercap Investment Counsel Inc | 41,728 | $4.70M | 0.82% | +3,232+8.4% | Added |
| Arjuna Capital | 41,765 | $4.70M | 2.28% | +321+0.8% | Added |
| Cornerstone Wealth Group, LLC | 41,900 | $4.72M | 0.99% | +4,575+12.3% | Added |
| Intrust Bank NA | 41,965 | $4.73M | 0.68% | +1,138+2.8% | Added |
| Bradley & Co. Private Wealth Management, LLC | 41,986 | $4.73M | 5.21% | +936+2.3% | Added |
| Mitchell Capital Management Co | 42,007 | $4.73M | 1.33% | +1,337+3.3% | Added |
| Argyle Capital Management Inc. | 42,227 | $4.75M | 1.71% | +215+0.5% | Added |
| Stokes Capital Advisors, LLC | 42,244 | $4.76M | 1.66% | +417+1.0% | Added |
| Concentric Wealth Management, LLC | 42,239 | $4.76M | 1.60% | +810+2.0% | Added |
| American National Bank | 42,248 | $4.76M | 1.14% | −31−0.1% | Reduced |
| Granite Investment Partners, LLC | 42,299 | $4.76M | 0.20% | −5,555−11.6% | Reduced |
| QV Investors Inc. | 42,440 | $4.78M | 0.44% | −5,470−11.4% | Reduced |
| IHT Wealth Management, LLC | 42,558 | $4.79M | 0.42% | +7,781+22.4% | Added |
| Optimas Capital Ltd | 42,600 | $4.80M | 5.89% | +42,600 | New |
| Boyd Watterson Asset Management LLC | 42,690 | $4.81M | 2.05% | −364−0.8% | Reduced |
| Graham Capital Management, L.P. | 42,739 | $4.81M | 0.22% | +6,365+17.5% | Added |
| Centaurus Financial, Inc. | 42,825 | $4.82M | 0.48% | +2,888+7.2% | Added |
| Global Retirement Partners, LLC | 42,942 | $4.84M | 0.39% | −3,626−7.8% | Reduced |
| Abbrea Capital, LLC | 43,011 | $4.84M | 0.81% | −2,013−4.5% | Reduced |
| BDO Wealth Advisors, LLC | 43,158 | $4.86M | 0.60% | −1,195−2.7% | Reduced |
| SevenBridge Financial Group, LLC | 43,162 | $4.86M | 1.97% | +793+1.9% | Added |
| City Holding Co | 43,181 | $4.86M | 0.92% | −144−0.3% | Reduced |
| Premier Fund Managers Ltd | 42,201 | $4.87M | 0.22% | −399−0.9% | Reduced |
| Fulton Bank, N.A. | 43,225 | $4.87M | 0.27% | +1,280+3.1% | Added |
| Meeder Asset Management Inc | 43,224 | $4.87M | 0.28% | +5,186+13.6% | Added |
| Univest Financial Corp | 43,343 | $4.88M | 1.59% | +1,752+4.2% | Added |
| Desjardins Global Asset Management Inc. | 43,389 | $4.89M | 0.64% | −68,299−61.2% | Reduced |
| Greenline Partners, LLC | 43,426 | $4.89M | 1.06% | −40−0.1% | Reduced |
| Shorepoint Capital Partners LLC | 43,488 | $4.90M | 2.07% | +3,208+8.0% | Added |
| PFG Advisors | 43,501 | $4.90M | 0.55% | +2,628+6.4% | Added |
| DT Investment Partners, LLC | 43,541 | $4.90M | 0.73% | +1,924+4.6% | Added |
| LVW Advisors, LLC | 43,666 | $4.92M | 1.03% | +1,320+3.1% | Added |
| Parkwood LLC | 43,703 | $4.92M | 0.98% | +2,885+7.1% | Added |
| Souders Financial Advisors | 43,929 | $4.95M | 1.42% | +7,909+22.0% | Added |
| Gamble Jones Investment Counsel | 43,997 | $4.96M | 0.37% | +641+1.5% | Added |
| Marietta Wealth Management, LLC | 44,007 | $4.96M | 1.20% | +1,390+3.3% | Added |
| Alpha Omega Wealth Management LLC | 44,156 | $4.97M | 0.89% | +6,492+17.2% | Added |
| Strategic Advisors LLC | 44,269 | $4.99M | 1.04% | +915+2.1% | Added |
| Boothbay Fund Management, LLC | 44,292 | $4.99M | 0.17% | +44,292 | New |
| Brown Miller Wealth Management, LLC | 44,323 | $4.99M | 3.40% | +510+1.2% | Added |
| Assenagon Asset Management S.A. | 44,514 | $5.01M | 0.02% | +804+1.8% | Added |
| Harbor Advisory Corp | 44,580 | $5.02M | 2.20% | +12,264+38.0% | Added |
| Paradigm Asset Management Co LLC | 44,591 | $5.02M | 1.54% | +5,100+12.9% | Added |
| Exchange Traded Concepts, LLC | 44,806 | $5.05M | 0.15% | +4,123+10.1% | Added |
| Selway Asset Management | 44,920 | $5.06M | 2.81% | +900+2.0% | Added |
| Smithbridge Asset Management Inc | 45,185 | $5.09M | 1.97% | +273+0.6% | Added |
| Vident Investment Advisory, LLC | 45,229 | $5.09M | 0.15% | +5,882+14.9% | Added |
| Kempen Capital Management N.V. | 45,327 | $5.10M | 0.18% | +2,205+5.1% | Added |
| Farmers & Merchants Trust Co of Long Beach | 45,350 | $5.11M | 1.56% | +440+1.0% | Added |
| Cutler Group LP | 45,357 | $5.11M | 0.70% | +24,773+120.4% | Added |
| Guyasuta Investment Advisors Inc | 45,373 | $5.11M | 0.40% | +1,361+3.1% | Added |
| Strategic Wealth Designers | 45,473 | $5.12M | 1.28% | +9,173+25.3% | Added |
| Nelson Capital Management, LLC | 45,720 | $5.15M | 1.42% | −2,251−4.7% | Reduced |
| Gotham Asset Management, LLC | 45,745 | $5.15M | 0.17% | +6,043+15.2% | Added |
| Philadelphia Trust Co | 45,842 | $5.16M | 0.53% | −12,369−21.2% | Reduced |
| Davy Global Fund Management Ltd | 45,837 | $5.16M | 1.02% | −342−0.7% | Reduced |
| Community Bank & Trust, Waco, Texas | 45,951 | $5.17M | 1.71% | +1,477+3.3% | Added |
| Private Trust Co NA | 46,154 | $5.20M | 0.81% | −36,499−44.2% | Reduced |
| Ballentine Partners, LLC | 46,210 | $5.20M | 0.18% | −1,201−2.5% | Reduced |
| Baker Ellis Asset Management LLC | 46,349 | $5.22M | 1.08% | +1,413+3.1% | Added |
| Lake Street Advisors Group, LLC | 46,372 | $5.22M | 0.37% | +2,771+6.4% | Added |
| Hallmark Capital Management Inc | 46,421 | $5.23M | 0.49% | −57−0.1% | Reduced |
| Brave Asset Management Inc | 46,535 | $5.24M | 2.36% | +1,809+4.0% | Added |
| Asset Planning Services Inc | 46,632 | $5.25M | 3.44% | +475+1.0% | Added |
| Pendal Group Limited | 46,672 | $5.26M | 0.05% | +13,170+39.3% | Added |
| Eudaimonia Partners, LLC | 46,704 | $5.26M | 0.97% | −7,884−14.4% | Reduced |
| GDS Wealth Management | 46,704 | $5.26M | 1.18% | +16,979+57.1% | Added |
| Berkshire Bank | 46,837 | $5.27M | 1.54% | +389+0.8% | Added |
| Journey Advisory Group, LLC | 46,208 | $5.28M | 1.21% | +10,435+29.2% | Added |
| Meridian Wealth Advisors, LLC | 47,032 | $5.30M | 1.41% | +3,366+7.7% | Added |
| Red Door Wealth Management, LLC | 47,183 | $5.31M | 1.97% | +1,685+3.7% | Added |
| Garland Capital Management Inc | 47,295 | $5.33M | 3.98% | −1,195−2.5% | Reduced |
| CPWM, LLC | 47,316 | $5.33M | 0.47% | +5,625+13.5% | Added |
| Parthenon LLC | 47,592 | $5.36M | 0.91% | 00.0% | Unchanged |
| McKinley Capital Management LLC /Delaware | 47,670 | $5.37M | 0.70% | 00.0% | Unchanged |
| Traynor Capital Management, Inc. | 47,676 | $5.37M | 0.93% | +2,668+5.9% | Added |
| Wintrust Investments LLC | 47,779 | $5.38M | 0.64% | +500+1.1% | Added |
| Cumberland Advisors Inc | 47,815 | $5.38M | 1.79% | −4,625−8.8% | Reduced |
| Wellington Shields & Co., LLC | 47,810 | $5.38M | 1.30% | −1,773−3.6% | Reduced |
| Whalerock Point Partners, LLC | 47,825 | $5.39M | 2.28% | +923+2.0% | Added |
| Knights of Columbus Asset Advisors LLC | 47,855 | $5.39M | 0.54% | +447+0.9% | Added |
| Elk River Wealth Management, LLC | 47,933 | $5.40M | 1.37% | −261−0.5% | Reduced |
| Stratos Wealth Advisors, LLC | 47,933 | $5.40M | 0.49% | +2,993+6.7% | Added |
| Nixon Peabody Trust Co | 48,066 | $5.41M | 2.45% | −2,923−5.7% | Reduced |
| HGK Asset Management Inc | 48,193 | $5.43M | 1.98% | −1,360−2.7% | Reduced |
| Westfield Capital Management Co LP | 48,251 | $5.43M | 0.04% | +17,056+54.7% | Added |
| Wittenberg Investment Management, Inc. | 48,292 | $5.44M | 2.30% | −150−0.3% | Reduced |
| Frisch Financial Group, Inc. | 48,289 | $5.44M | 2.10% | +590+1.2% | Added |
| Harbour Capital Advisors, LLC | 48,494 | $5.46M | 1.78% | +34+0.1% | Added |
| B & T Capital Management DBA Alpha Capital Management | 48,496 | $5.46M | 1.49% | +2,396+5.2% | Added |
| Metis Global Partners, LLC | 48,583 | $5.47M | 0.88% | +1,379+2.9% | Added |
| Adalta Capital Management LLC | 48,599 | $5.47M | 3.55% | −10,300−17.5% | Reduced |
| Covington Investment Advisors Inc. | 48,626 | $5.48M | 1.38% | −154−0.3% | Reduced |
| Gibraltar Capital Management, Inc. | 48,629 | $5.48M | 2.66% | +6,448+15.3% | Added |
| Axxcess Wealth Management, LLC | 48,916 | $5.49M | 0.54% | +1,396+2.9% | Added |
| Beacon Financial Group | 47,162 | $5.50M | 0.82% | +405+0.9% | Added |
| American Money Management, LLC | 48,863 | $5.50M | 1.60% | +5,932+13.8% | Added |
| Ipswich Investment Management Co., Inc. | 48,941 | $5.51M | 1.59% | −3,496−6.7% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 48,943 | $5.51M | 0.72% | −871−1.7% | Reduced |