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 |
|---|---|---|---|---|---|
| Pariax, LLC | 48,981 | $5.52M | 6.09% | +5,510+12.7% | Added |
| Sound View Wealth Advisors Group, LLC | 49,146 | $5.53M | 1.16% | +1,815+3.8% | Added |
| Harrell Investment Partners, LLC | 49,181 | $5.54M | 2.26% | +2,706+5.8% | Added |
| Stony Point Wealth Management Inc. | 49,368 | $5.56M | 3.63% | +1,605+3.4% | Added |
| Strategic Wealth Advisors Group, LLC | 48,814 | $5.56M | 0.23% | +2,768+6.0% | Added |
| Bridge Creek Capital Management LLC | 49,459 | $5.57M | 2.27% | +1,150+2.4% | Added |
| Compton Capital Management Inc | 49,640 | $5.59M | 3.08% | −26,530−34.8% | Reduced |
| Citizens National Bank Trust Department | 49,663 | $5.59M | 1.61% | +20,760+71.8% | Added |
| Signaturefd, LLC | 49,757 | $5.60M | 0.19% | −972−1.9% | Reduced |
| McRae Capital Management Inc | 49,766 | $5.60M | 1.52% | +2,264+4.8% | Added |
| Bizma Investimentos Ltda | 50,000 | $5.63M | 4.02% | 00.0% | Unchanged |
| Tegean Capital Management, LLC | 50,000 | $5.63M | 0.25% | +50,000 | New |
| Schulhoff & Co Inc | 50,137 | $5.64M | 2.64% | +605+1.2% | Added |
| Aviance Capital Partners, LLC | 50,181 | $5.65M | 1.26% | +1,885+3.9% | Added |
| Roundview Capital LLC | 50,191 | $5.65M | 0.68% | −608−1.2% | Reduced |
| Pacer Advisors, Inc. | 50,345 | $5.67M | 0.04% | −101,593−66.9% | Reduced |
| Baldwin Investment Management, LLC | 50,362 | $5.67M | 1.94% | −1,586−3.1% | Reduced |
| Avitas Wealth Management LLC | 50,378 | $5.67M | 1.24% | +2,636+5.5% | Added |
| Pittenger & Anderson Inc | 50,581 | $5.70M | 0.33% | +1,561+3.2% | Added |
| Sargent Bickham Lagudis LLC | 50,717 | $5.71M | 0.49% | +473+0.9% | Added |
| Martin Capital Partners, LLC | 50,804 | $5.72M | 2.71% | +2,793+5.8% | Added |
| Duality Advisers, LP | 51,003 | $5.74M | 0.57% | +51,003 | New |
| EagleClaw Capital Managment, LLC | 51,004 | $5.74M | 1.56% | −593−1.1% | Reduced |
| Essex Financial Services, Inc. | 51,024 | $5.75M | 0.64% | −522−1.0% | Reduced |
| Ami Investment Management Inc | 51,119 | $5.76M | 2.99% | +1,525+3.1% | Added |
| Churchill Management Corp | 51,255 | $5.77M | 0.14% | −589−1.1% | Reduced |
| Hamel Associates, Inc. | 51,277 | $5.78M | 2.28% | +30+0.1% | Added |
| First Hawaiian Bank | 51,598 | $5.81M | 0.21% | −14,511−22.0% | Reduced |
| Ascent Wealth Partners, LLC | 51,395 | $5.81M | 1.31% | −573−1.1% | Reduced |
| First Interstate Bank | 51,597 | $5.81M | 0.44% | +13,636+35.9% | Added |
| Resources Investment Advisors, LLC. | 52,158 | $5.87M | 0.25% | +967+1.9% | Added |
| Walter & Keenan Financial Consulting Co | 52,226 | $5.88M | 2.32% | −112−0.2% | Reduced |
| Cardinal Capital Management | 52,364 | $5.90M | 1.35% | +800+1.6% | Added |
| Miracle Mile Advisors, LLC | 52,385 | $5.90M | 0.28% | +23,134+79.1% | Added |
| Wright Investors Service Inc | 52,494 | $5.91M | 1.69% | −12,899−19.7% | Reduced |
| Bangor Savings Bank | 52,617 | $5.92M | 0.64% | +11,118+26.8% | Added |
| Pacific Global Investment Management CO | 52,658 | $5.93M | 1.40% | +1,214+2.4% | Added |
| Ballast Advisors LLC | 52,665 | $5.93M | 2.67% | +821+1.6% | Added |
| Windward Capital Management Co | 52,756 | $5.94M | 0.64% | +315+0.6% | Added |
| Sompo Asset Management Co., Ltd. | 52,880 | $5.95M | 1.51% | −970−1.8% | Reduced |
| Cadence Bank NA | 52,959 | $5.96M | 1.93% | −1,829−3.3% | Reduced |
| Redmond Asset Management, LLC | 52,958 | $5.96M | 2.14% | +13,008+32.6% | Added |
| Jump Financial, LLC | 53,025 | $5.97M | 0.26% | +44,609+530.0% | Added |
| Capstone Financial Advisors, Inc. | 53,107 | $5.98M | 0.51% | +310+0.6% | Added |
| Sanders Morris Harris LLC | 52,659 | $5.99M | 1.31% | −4,298−7.5% | Reduced |
| Lake Street Financial LLC | 53,641 | $6.04M | 1.29% | +767+1.5% | Added |
| Investment Management of Virginia LLC | 53,736 | $6.05M | 1.25% | +460+0.9% | Added |
| Harbor Investment Advisory, LLC | 53,868 | $6.07M | 0.97% | −1,253−2.3% | Reduced |
| Veriti Management LLC | 54,032 | $6.08M | 0.85% | +4,836+9.8% | Added |
| Radnor Capital Management, LLC | 54,120 | $6.09M | 1.67% | +200+0.4% | Added |
| Cary Street Partner Investment Advisory LLC | 54,165 | $6.10M | 0.52% | +27,452+102.8% | Added |
| Boyer & Corporon Wealth Management, LLC | 54,399 | $6.13M | 2.09% | +1,862+3.5% | Added |
| Meritage Portfolio Management | 54,418 | $6.13M | 0.48% | +698+1.3% | Added |
| Rench Wealth Management, Inc. | 54,520 | $6.14M | 3.15% | +1,149+2.2% | Added |
| Asahi Life Asset Management Co., Ltd. | 54,602 | $6.15M | 1.65% | −44,470−44.9% | Reduced |
| RBF Capital, LLC | 46,000 | $6.15M | 0.43% | 00.0% | Unchanged |
| Stoneridge Investment Partners LLC | 54,737 | $6.16M | 3.39% | +15,950+41.1% | Added |
| Icon Advisers Inc | 54,940 | $6.19M | 1.43% | 00.0% | Unchanged |
| KG&L Capital Management,LLC | 54,981 | $6.19M | 3.34% | +182+0.3% | Added |
| American Trust | 55,149 | $6.21M | 0.50% | +74+0.1% | Added |
| M&R Capital Management Inc | 55,328 | $6.23M | 1.63% | −749−1.3% | Reduced |
| Wealth Advisory Solutions, LLC | 55,464 | $6.25M | 1.54% | +1,497+2.8% | Added |
| McGinn Investment Management, Inc. | 55,487 | $6.25M | 4.96% | +230.0% | Added |
| Pine Ridge Advisers LLC | 55,500 | $6.25M | 2.03% | 00.0% | Unchanged |
| Bray Capital Advisors | 55,525 | $6.25M | 1.87% | +268+0.5% | Added |
| Autus Asset Management, LLC | 55,625 | $6.26M | 1.12% | −267−0.5% | Reduced |
| Dorsey & Whitney Trust CO LLC | 55,752 | $6.28M | 0.64% | +4,047+7.8% | Added |
| Centiva Capital, LP | 55,778 | $6.28M | 0.36% | +51,610+1,238.2% | Added |
| North Star Asset Management Inc | 55,899 | $6.29M | 0.41% | +2,020+3.7% | Added |
| Stolper Co | 56,205 | $6.33M | 2.97% | +813+1.5% | Added |
| ProVise Management Group, LLC | 56,282 | $6.34M | 0.68% | +28,968+106.1% | Added |
| Lynch & Associates | 56,434 | $6.36M | 1.73% | +1,087+2.0% | Added |
| Dakota Wealth Management | 56,443 | $6.36M | 0.59% | −33,130−37.0% | Reduced |
| Ashton Thomas Private Wealth, LLC | 56,448 | $6.36M | 0.69% | +1,984+3.6% | Added |
| Cutler Investment Counsel LLC | 56,482 | $6.36M | 1.00% | +302+0.5% | Added |
| Mirador Capital Partners LP | 56,507 | $6.36M | 1.50% | +2,515+4.7% | Added |
| Meiji Yasuda Life Insurance Co | 56,636 | $6.38M | 0.11% | +14,368+34.0% | Added |
| AMG National Trust Bank | 55,843 | $6.39M | 0.24% | −1,772−3.1% | Reduced |
| Family Capital Trust Co | 57,077 | $6.43M | 2.55% | +730+1.3% | Added |
| Live Oak Private Wealth LLC | 57,258 | $6.45M | 1.36% | +2,746+5.0% | Added |
| Paradiem, LLC | 57,266 | $6.45M | 2.44% | 00.0% | Unchanged |
| Apriem Advisors | 57,355 | $6.46M | 1.11% | −2,040−3.4% | Reduced |
| RPG Investment Advisory, LLC | 57,361 | $6.46M | 1.31% | +15,883+38.3% | Added |
| Boyar Asset Management Inc. | 57,437 | $6.47M | 5.34% | −4,216−6.8% | Reduced |
| Rocky Mountain Advisers, LLC | 57,491 | $6.47M | 7.98% | +26,004+82.6% | Added |
| McDonald Partners LLC | 57,501 | $6.47M | 1.65% | +2,837+5.2% | Added |
| Terry L. Blaker | 57,580 | $6.48M | 0.64% | +1,194+2.1% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 57,575 | $6.48M | 0.08% | +1,488+2.7% | Added |
| Arrow Financial Corp | 57,652 | $6.49M | 0.89% | −729−1.2% | Reduced |
| Buckingham Capital Management, Inc. | 57,685 | $6.50M | 1.22% | −12,142−17.4% | Reduced |
| Cyrus J. Lawrence, LLC | 57,744 | $6.50M | 1.87% | −28,520−33.1% | Reduced |
| Princeton Global Asset Management LLC | 57,903 | $6.52M | 2.11% | +321+0.6% | Added |
| Channing Capital Management, LLC | 57,995 | $6.53M | 0.21% | +57,995 | New |
| First Western Trust Bank | 56,670 | $6.53M | 0.43% | −3,593−6.0% | Reduced |
| Western Wealth Management, LLC | 57,772 | $6.54M | 0.38% | −11,198−16.2% | Reduced |
| Harvey Capital Management Inc | 58,292 | $6.56M | 2.56% | −4,050−6.5% | Reduced |
| River Wealth Advisors LLC | 58,323 | $6.57M | 1.21% | +2,100+3.7% | Added |
| Bard Financial Services, Inc. | 58,515 | $6.59M | 0.60% | +675+1.2% | Added |
| Stokes Family Office, LLC | 58,630 | $6.60M | 0.90% | +3,562+6.5% | Added |
| Gladstone Institutional Advisory LLC | 58,688 | $6.61M | 0.52% | +2,976+5.3% | Added |