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 |
|---|---|---|---|---|---|
| Ropes Wealth Advisors LLC | 58,718 | $6.61M | 1.36% | +216+0.4% | Added |
| Sowell Financial Services LLC | 58,721 | $6.61M | 0.61% | +45,081+330.5% | Added |
| Power Corp of Canada | 58,785 | $6.62M | 1.34% | +1,493+2.6% | Added |
| Gifford Fong Associates | 58,800 | $6.62M | 1.54% | 00.0% | Unchanged |
| Carmel Capital Management L.L.C. | 58,818 | $6.62M | 4.10% | +1,750+3.1% | Added |
| Naples Global Advisors, LLC | 58,938 | $6.64M | 0.86% | +3,819+6.9% | Added |
| BKD Wealth Advisors, LLC | 58,971 | $6.64M | 0.27% | +8,329+16.4% | Added |
| Thoroughbred Financial Services, LLC | 59,128 | $6.66M | 1.23% | +767+1.3% | Added |
| Independent Investors Inc | 59,149 | $6.66M | 1.80% | 00.0% | Unchanged |
| Fort Sheridan Advisors LLC | 59,194 | $6.67M | 2.17% | +4,569+8.4% | Added |
| Bank of Hawaii | 59,318 | $6.68M | 0.43% | −193−0.3% | Reduced |
| Hartford Financial Management Inc. | 59,343 | $6.68M | 1.85% | −99−0.2% | Reduced |
| Profund Advisors LLC | 59,378 | $6.69M | 0.42% | −22,855−27.8% | Reduced |
| Foster & Motley Inc | 59,631 | $6.71M | 0.59% | −4,054−6.4% | Reduced |
| Fulcrum Capital LLC | 59,669 | $6.72M | 2.11% | +3,330+5.9% | Added |
| Security Asset Management | 59,729 | $6.73M | 3.69% | −15,422−20.5% | Reduced |
| Fundamentun, LLC | 59,741 | $6.73M | 1.27% | +1,981+3.4% | Added |
| Constitution Capital LLC | 59,833 | $6.74M | 4.32% | −13,950−18.9% | Reduced |
| Nwi Management LP | 60,000 | $6.76M | 1.43% | 00.0% | Unchanged |
| Bright Rock Capital Management, LLC | 60,000 | $6.76M | 1.82% | 00.0% | Unchanged |
| Assetmark, Inc | 60,017 | $6.76M | 0.03% | +22,015+57.9% | Added |
| Perennial Advisors, LLC | 60,135 | $6.77M | 2.11% | +1,010+1.7% | Added |
| Banco BTG Pactual S.A. | 60,189 | $6.78M | 4.40% | +189+0.3% | Added |
| Allworth Financial LP | 60,361 | $6.80M | 0.09% | +6,366+11.8% | Added |
| Inlet Private Wealth, LLC | 60,457 | $6.81M | 1.94% | +190.0% | Added |
| Mengis Capital Management, Inc. | 60,468 | $6.81M | 1.50% | −70.0% | Reduced |
| Apollon Wealth Management, LLC | 60,804 | $6.85M | 0.57% | +1,740+2.9% | Added |
| Royal Fund Management, LLC | 60,969 | $6.87M | 1.15% | +4,066+7.1% | Added |
| Camden National Bank | 61,016 | $6.87M | 1.42% | +1,180+2.0% | Added |
| Gyroscope Capital Management Group, LLC | 61,079 | $6.88M | 2.38% | +11,835+24.0% | Added |
| Taylor Wealth Management Partners | 61,144 | $6.88M | 3.91% | −4,055−6.2% | Reduced |
| Spire Wealth Management | 61,179 | $6.89M | 0.28% | −25,323−29.3% | Reduced |
| Clear Harbor Asset Management, LLC | 61,275 | $6.90M | 0.92% | +1,646+2.8% | Added |
| Venator Management LLC | 61,298 | $6.90M | 2.85% | −1,613−2.6% | Reduced |
| Dynamic Advisor Solutions LLC | 61,412 | $6.92M | 0.53% | −6,856−10.0% | Reduced |
| Edgar Lomax Co | 61,450 | $6.92M | 0.43% | +1,675+2.8% | Added |
| Hennion & Walsh Asset Management, Inc. | 61,488 | $6.92M | 0.43% | −604−1.0% | Reduced |
| Level Four Advisory Services, LLC | 61,534 | $6.93M | 0.65% | +1,408+2.3% | Added |
| Empirical Finance, LLC | 61,575 | $6.93M | 0.88% | +3,264+5.6% | Added |
| Laurel Wealth Advisors LLC | 61,605 | $6.94M | 1.71% | +3,652+6.3% | Added |
| One Capital Management, LLC | 61,886 | $6.97M | 0.41% | +3,802+6.5% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 61,953 | $6.98M | 0.04% | +54,800+766.1% | Added |
| Sigma Investment Counselors Inc | 61,966 | $6.98M | 0.57% | +179+0.3% | Added |
| Goelzer Investment Management, Inc. | 62,032 | $6.99M | 0.67% | −9,975−13.9% | Reduced |
| Buckingham Strategic Wealth, LLC | 62,026 | $6.99M | 0.14% | +4,826+8.4% | Added |
| Moody National Bank Trust Division | 62,077 | $6.99M | 0.74% | −2,255−3.5% | Reduced |
| Savant Capital, LLC | 62,122 | $7.00M | 0.21% | +2,420+4.1% | Added |
| Wells Trecaso Financial Group, LLC | 62,227 | $7.01M | 3.63% | +316+0.5% | Added |
| Old Second National Bank of Aurora | 62,815 | $7.07M | 1.97% | −276−0.4% | Reduced |
| Bridgecreek Investment Management, LLC | 62,825 | $7.08M | 1.47% | +215+0.3% | Added |
| FourThought Financial, LLC | 62,925 | $7.09M | 1.04% | +38,746+160.2% | Added |
| Pioneer Trust Bank N A | 62,999 | $7.09M | 2.30% | −1,529−2.4% | Reduced |
| Chicago Capital, LLC | 63,008 | $7.09M | 0.39% | +65+0.1% | Added |
| Farmers National Bank | 63,137 | $7.11M | 2.70% | +1,909+3.1% | Added |
| Altium Wealth Management LLC | 63,341 | $7.13M | 0.51% | +1,190+1.9% | Added |
| Hills Bank & Trust Co | 63,358 | $7.13M | 1.16% | −204−0.3% | Reduced |
| Paloma Partners Management Co | 63,426 | $7.14M | 0.71% | +58,531+1,195.7% | Added |
| Merit Financial Group, LLC | 63,525 | $7.15M | 0.23% | +36,287+133.2% | Added |
| Allied Investment Advisors, LLC | 63,887 | $7.19M | 2.58% | +3,744+6.2% | Added |
| Fagan Associates, Inc. | 63,891 | $7.20M | 1.92% | +593+0.9% | Added |
| Quantitative Investment Management, LLC | 63,943 | $7.20M | 1.10% | +63,943 | New |
| Plimoth Trust Co LLC | 63,991 | $7.21M | 2.27% | −789−1.2% | Reduced |
| Baldwin Brothers Inc | 64,049 | $7.21M | 0.94% | +4,839+8.2% | Added |
| Dorchester Wealth Management Co | 64,073 | $7.21M | 1.44% | +7,122+12.5% | Added |
| Graypoint LLC | 64,173 | $7.23M | 0.93% | −1,625−2.5% | Reduced |
| Schnieders Capital Management LLC | 64,224 | $7.23M | 2.16% | −3,132−4.6% | Reduced |
| Sumitomo Life Insurance Co | 64,236 | $7.23M | 0.20% | +1,207+1.9% | Added |
| Hoertkorn Richard Charles | 64,748 | $7.29M | 4.01% | −1,633−2.5% | Reduced |
| Oak Harvest Investment Services | 64,760 | $7.29M | 1.97% | +2,931+4.7% | Added |
| Sara-Bay Financial | 64,815 | $7.30M | 3.67% | −327−0.5% | Reduced |
| Altrafin AG | 65,238 | $7.35M | 3.96% | +7,782+13.5% | Added |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 65,837 | $7.35M | 1.61% | −17,313−20.8% | Reduced |
| Xcel Wealth Management, LLC | 65,283 | $7.35M | 2.68% | +1,345+2.1% | Added |
| Cypress Asset Management Inc | 65,299 | $7.35M | 2.63% | −1,030−1.6% | Reduced |
| IMC-Chicago, LLC | 65,332 | $7.36M | 0.71% | +39,644+154.3% | Added |
| Mount Yale Investment Advisors, LLC | 65,346 | $7.36M | 0.93% | +8,371+14.7% | Added |
| FORA Capital, LLC | 65,455 | $7.37M | 1.47% | +65,455 | New |
| Parallel Advisors, LLC | 65,549 | $7.38M | 0.34% | +4,942+8.2% | Added |
| Woodstock Corp | 65,819 | $7.41M | 1.03% | +819+1.3% | Added |
| Spearhead Capital Advisors, LLC | 66,554 | $7.50M | 1.12% | +2,193+3.4% | Added |
| Mark Stevens | 66,762 | $7.52M | 0.97% | −1,094−1.6% | Reduced |
| Barbara Oil Co. | 67,000 | $7.54M | 3.91% | 00.0% | Unchanged |
| Motley Fool Asset Management LLC | 67,123 | $7.56M | 0.71% | −3,944−5.5% | Reduced |
| Heritage Trust Co | 67,445 | $7.59M | 1.24% | −1,127−1.6% | Reduced |
| Ar Asset Management Inc | 67,531 | $7.61M | 2.15% | 00.0% | Unchanged |
| German American Bancorp, Inc. | 67,926 | $7.65M | 1.29% | −11,227−14.2% | Reduced |
| Buffington Mohr McNeal | 67,983 | $7.66M | 1.68% | −1,473−2.1% | Reduced |
| Boston Family Office LLC | 67,996 | $7.66M | 0.64% | +4,263+6.7% | Added |
| JGP Wealth Management, LLC | 68,461 | $7.66M | 1.55% | +3,246+5.0% | Added |
| Pettyjohn, Wood & White, Inc | 68,113 | $7.67M | 1.81% | +3,046+4.7% | Added |
| Perigon Wealth Management, LLC | 68,263 | $7.69M | 0.64% | +1,482+2.2% | Added |
| Greenwood Capital Associates LLC | 68,464 | $7.71M | 1.23% | +67,897+11,974.8% | Added |
| Vestcor Inc | 68,719 | $7.74M | 0.29% | +12,869+23.0% | Added |
| D L Carlson Investment Group Inc | 68,881 | $7.76M | 1.64% | −1,117−1.6% | Reduced |
| Coldstream Capital Management Inc | 68,990 | $7.77M | 0.30% | +8,015+13.1% | Added |
| Graves-Light Private Wealth Management, Inc. | 69,206 | $7.79M | 1.19% | −120−0.2% | Reduced |
| Spinnaker Trust | 69,297 | $7.80M | 0.60% | +2,526+3.8% | Added |
| Holowesko Partners Ltd. | 69,300 | $7.80M | 4.27% | +57,300+477.5% | Added |
| WoodTrust Financial Corp | 69,458 | $7.82M | 1.76% | +3,441+5.2% | Added |
| Frontier Wealth Management LLC | 69,689 | $7.85M | 0.57% | +6,574+10.4% | Added |