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; 5,156 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
- 3,428
- −38 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
- 1,782 more added
- Sold out
- 177
- 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 | 5,156 | $643.7B |
| Q1 2026 | 5,102 | $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 | 4,679 | $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 | 3,711 | $297.0B |
| Q2 2023 | 3,672 | $297.6B |
| Q1 2023 | 3,612 | $266.3B |
| Q4 2022 | 3,629 | $278.3B |
| Q3 2022 | 3,396 | $212.9B |
| Q2 2022 | 3,428 | $229.3B |
| Q1 2022 | 3,519 | $278.9B |
| Q4 2021 | 3,594 | $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 |
|---|---|---|---|---|---|
| CFS Investment Advisory Services, LLC | 1,963 | $221.0K | 0.03% | −396,091−99.5% | Reduced |
| Hoey Investments, Inc | 1,975 | $222.0K | 0.10% | −49,544−96.2% | Reduced |
| Adams Wealth Management | 1,969 | $222.0K | 0.08% | +91+4.8% | Added |
| Ridgewood Investments LLC | 1,971 | $222.0K | 0.17% | +1,971 | New |
| MPS Loria Financial Planners, LLC | 1,982 | $223.0K | 0.10% | 00.0% | Unchanged |
| Covestor Ltd | 1,987 | $224.0K | 0.18% | −559−22.0% | Reduced |
| Cassia Capital Partners, LLC | 1,990 | $224.0K | 0.22% | +105+5.6% | Added |
| Fortis Advisors, LLC | 2,000 | $225.0K | 0.15% | −847−29.8% | Reduced |
| Chickasaw Capital Management LLC | 2,000 | $225.0K | 0.01% | 00.0% | Unchanged |
| Knuff & Co LLC | 2,002 | $225.0K | 0.10% | 00.0% | Unchanged |
| Tanager Wealth Management LLP | 2,000 | $225.0K | 0.19% | 00.0% | Unchanged |
| Asset Management Resources, LLC | 1,999 | $225.0K | 0.19% | +39+2.0% | Added |
| EJF Capital LLC | 2,000 | $225.0K | 0.04% | +2,000 | New |
| Von Berge Wealth Management Group, LLC | 2,020 | $226.0K | 0.23% | −500−19.8% | Reduced |
| Kinloch Capital, LLC | 2,007 | $226.0K | 0.15% | −5−0.2% | Reduced |
| Jackson Thornton Asset Management, LLC | 2,005 | $226.0K | 0.06% | +2,005 | New |
| Prostatis Group LLC | 2,015 | $226.9K | 0.35% | −8,999−81.7% | Reduced |
| Mezzasalma Advisors, LLC | 2,020 | $227.0K | 0.19% | 00.0% | Unchanged |
| Exeter Financial, LLC | 2,028 | $228.0K | 0.13% | 00.0% | Unchanged |
| Curtis Advisory Group, LLC | 2,029 | $228.0K | 0.09% | +29+1.5% | Added |
| XR Securities LLC | 2,025 | $228.0K | 0.11% | +2,025 | New |
| Arcadia Investment Management Corp | 2,035 | $229.0K | 0.05% | −615−23.2% | Reduced |
| Seelaus Asset Management LLC | 2,063 | $232.0K | 0.17% | −3,055−59.7% | Reduced |
| Crown Wealth Group, LLC | 2,062 | $232.0K | 0.21% | −300−12.7% | Reduced |
| Perkins Coie Trust Co | 2,059 | $232.0K | 0.08% | −20−1.0% | Reduced |
| Rice Hall James & Associates, LLC | 2,058 | $232.0K | 0.01% | 00.0% | Unchanged |
| Market Street Wealth Management Advisors LLC | 2,068 | $233.0K | 0.07% | −207−9.1% | Reduced |
| Conestoga Capital Advisors, LLC | 2,066 | $233.0K | 0.00% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 2,071 | $233.0K | 0.06% | +465+29.0% | Added |
| American Planning Services, Inc. | 2,085 | $234.0K | 0.26% | +250+13.6% | Added |
| Raymond James Trust Co. of NH | 2,088 | $235.0K | 1.94% | −8−0.4% | Reduced |
| G2 Capital Management, LLC | 2,090 | $235.0K | 0.11% | 00.0% | Unchanged |
| Fca Corp | 2,100 | $236.0K | 0.09% | 00.0% | Unchanged |
| America First Investment Advisors, LLC | 2,100 | $236.0K | 0.08% | 00.0% | Unchanged |
| Compton Financial Group, LLC | 2,098 | $236.0K | 0.11% | 00.0% | Unchanged |
| Arcus Capital Partners, LLC | 2,096 | $236.0K | 0.10% | +276+15.2% | Added |
| Benchmark Financial Wealth Advisors, LLC | 2,094 | $236.0K | 0.12% | +2,094 | New |
| Sepio Capital, LP | 2,101 | $237.0K | 0.02% | +2,101 | New |
| Goepper Burkhardt LLC | 2,120 | $239.0K | 0.17% | +200+10.4% | Added |
| Wallace Capital Management Inc. | 2,062 | $239.0K | 0.04% | 00.0% | Unchanged |
| Sym Financial Corp | 2,133 | $240.0K | 0.11% | −248−10.4% | Reduced |
| Security National Bank of Sioux City Iowa | 2,132 | $240.0K | 0.20% | 00.0% | Unchanged |
| Rise Advisors, LLC | 2,131 | $240.0K | 0.24% | +190+9.8% | Added |
| Advocate Group LLC | 2,134 | $240.0K | 0.06% | +2,134 | New |
| WealthTrust Asset Management, LLC | 2,139 | $241.0K | 0.23% | −13,693−86.5% | Reduced |
| Websterrogers Financial Advisors, LLC | 2,143 | $241.0K | 0.12% | −53−2.4% | Reduced |
| Motive Wealth Advisors | 2,139 | $241.0K | 0.19% | −2−0.1% | Reduced |
| NovaPoint Capital, LLC | 2,146 | $242.0K | 0.11% | −260−10.8% | Reduced |
| Level Financial Advisors, Inc. | 2,155 | $243.0K | 0.18% | +500+30.2% | Added |
| Paragon Wealth Strategies, LLC | 2,170 | $244.0K | 0.27% | −406−15.8% | Reduced |
| Coyle Financial Counsel LLC | 2,176 | $245.0K | 0.13% | −9−0.4% | Reduced |
| PRW Wealth Management LLC | 2,181 | $245.0K | 0.14% | +550+33.7% | Added |
| Henrickson Nauta Wealth Advisors, Inc. | 2,181 | $246.0K | 0.22% | 00.0% | Unchanged |
| Financial Advisors Network, Inc. | 2,194 | $247.0K | 0.07% | −20−0.9% | Reduced |
| Jackson Square Capital, LLC | 2,200 | $248.0K | 0.10% | −12,223−84.7% | Reduced |
| Planned Solutions, Inc. | 2,202 | $248.0K | 0.24% | +144+7.0% | Added |
| Beirne Wealth Consulting Services, LLC | 2,209 | $249.0K | 0.16% | −310−12.3% | Reduced |
| Jacobs & Co | 2,219 | $249.0K | 0.03% | −31−1.4% | Reduced |
| Somerville Kurt F | 2,216 | $249.0K | 0.05% | +500+29.1% | Added |
| Encompass Wealth Advisors, LLC | 2,219 | $250.0K | 0.09% | −356−13.8% | Reduced |
| Petrus Trust Company, LTA | 2,222 | $250.0K | 0.04% | +2,222 | New |
| Drake & Associates, LLC | 2,224 | $250.0K | 0.14% | +2,224 | New |
| Deltec Asset Management LLC | 2,225 | $251.0K | 0.06% | 00.0% | Unchanged |
| Gouws Capital LLC | 2,225 | $251.0K | 0.24% | 00.0% | Unchanged |
| SP Asset Management | 2,239 | $252.0K | 0.03% | −116−4.9% | Reduced |
| Campbell Wealth Management | 2,234 | $252.0K | 0.04% | −75−3.2% | Reduced |
| Blue Bell Private Wealth Management, LLC | 2,240 | $252.0K | 0.08% | +13+0.6% | Added |
| Vista Private Wealth Partners. LLC | 2,236 | $253.0K | 0.12% | +44+2.0% | Added |
| Mirabella Financial Services LLP | 2,244 | $253.0K | 0.02% | +2,244 | New |
| Inspire Advisors, LLC | 2,252 | $254.0K | 0.07% | +460+25.7% | Added |
| CM Wealth Advisors LLC | 2,257 | $254.2K | 0.16% | +2,257 | New |
| Raffa Wealth Management, LLC | 2,261 | $254.6K | 0.12% | −288−11.3% | Reduced |
| Clay Northam Wealth Management, LLC | 2,261 | $255.0K | 0.32% | −325−12.6% | Reduced |
| TNF LLC | 2,234 | $256.0K | 0.12% | −728−24.6% | Reduced |
| Smith Shellnut Wilson LLC | 2,273 | $256.0K | 0.16% | 00.0% | Unchanged |
| Affinia Financial Group, LLC | 2,240 | $256.0K | 0.22% | +7+0.3% | Added |
| Wealth Quarterback LLC | 2,273 | $256.0K | 0.20% | +2,273 | New |
| Bernardo Wealth Planning LLC | 2,288 | $257.0K | 0.15% | +260+12.8% | Added |
| S. R. Schill & Associates | 2,295 | $258.0K | 0.13% | +29+1.3% | Added |
| Axim Planning & Wealth | 2,288 | $258.0K | 0.20% | +2,288 | New |
| Pinnacle Financial Group, LLC | 2,298 | $259.0K | 0.22% | −320−12.2% | Reduced |
| Trevian Wealth Management LLC | 2,303 | $259.0K | 0.28% | 00.0% | Unchanged |
| Forefront Wealth Management Inc. | 2,298 | $259.0K | 0.35% | +10.0% | Added |
| Northern Capital Management, Inc. | 2,313 | $260.0K | 0.25% | 00.0% | Unchanged |
| Tectonic Advisors LLC | 2,307 | $260.0K | 0.05% | +383+19.9% | Added |
| West Coast Financial LLC | 2,319 | $261.0K | 0.05% | −1,050−31.2% | Reduced |
| Intrepid Capital Management Inc | 2,318 | $261.0K | 0.21% | 00.0% | Unchanged |
| ICW Investment Advisors LLC | 2,318 | $261.0K | 0.17% | +2+0.1% | Added |
| Tacita Capital Inc | 2,320 | $261.0K | 0.18% | 00.0% | Unchanged |
| S.C. Financial Services, Inc. | 2,320 | $261.0K | 0.40% | +565+32.2% | Added |
| Summit Wealth Group, LLC | 2,323 | $262.0K | 0.31% | −69−2.9% | Reduced |
| WMG Financial Advisors, LLC | 2,323 | $264.0K | 0.23% | −245−9.5% | Reduced |
| Isthmus Partners, LLC | 2,349 | $265.0K | 0.05% | 00.0% | Unchanged |
| Bickling Financial Services, Inc. | 2,349 | $265.0K | 0.17% | +17+0.7% | Added |
| Redwood Investment Management, LLC | 2,351 | $265.0K | 0.04% | +334+16.6% | Added |
| Legacy Financial Strategies, LLC | 2,354 | $265.0K | 0.13% | +391+19.9% | Added |
| Wealthgate Family Office, LLC | 2,360 | $266.0K | 0.66% | +2,360 | New |
| Bridgeworth, LLC | 2,384 | $268.0K | 0.06% | +66+2.8% | Added |
| One Wealth Advisors, LLC | 2,392 | $269.0K | 0.07% | −38−1.6% | Reduced |
| Clarkston Capital Partners, LLC | 2,391 | $269.0K | 0.00% | +2,391 | New |