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; 5,157 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 | 5,157 | $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 |
|---|---|---|---|---|---|
| First Pacific Advisors, LP | 2,400 | $270.0K | 0.00% | +2,400 | New |
| Fermata Advisors, LLC | 2,405 | $271.0K | 0.09% | −1,059−30.6% | Reduced |
| Pure Financial Advisors, Inc. | 2,404 | $271.0K | 0.02% | −344−12.5% | Reduced |
| Curran Financial Partners, LLC | 2,404 | $271.0K | 0.13% | +11+0.5% | Added |
| PFG Private Wealth Management, LLC | 2,410 | $271.0K | 0.15% | +1,456+152.6% | Added |
| Capital Counsel LLC | 2,414 | $272.0K | 0.02% | −221−8.4% | Reduced |
| Marathon Trading Investment Management LLC | 2,411 | $272.0K | 0.15% | −189−7.3% | Reduced |
| Wealthstream Advisors, Inc. | 2,419 | $272.0K | 0.27% | +124+5.4% | Added |
| Mason Investment Advisory Services, Inc. | 2,420 | $272.5K | 0.03% | −7,694−76.1% | Reduced |
| Truvestments Capital LLC | 2,423 | $273.0K | 0.16% | +49+2.1% | Added |
| Arthur M. Cohen & Associates, LLC | 2,435 | $274.0K | 0.07% | 00.0% | Unchanged |
| Wealth Advisors, Inc. | 2,430 | $274.0K | 0.13% | 00.0% | Unchanged |
| Arnhold LLC | 2,432 | $274.0K | 0.03% | +20+0.8% | Added |
| United Community Bank | 2,448 | $275.7K | 0.30% | +245+11.1% | Added |
| Covey Capital Advisors, LLC | 2,450 | $276.0K | 0.41% | 00.0% | Unchanged |
| Wealthspan Partners, LLC | 2,449 | $276.0K | 0.29% | +2+0.1% | Added |
| Insight 2811, Inc. | 2,454 | $276.0K | 0.18% | +312+14.6% | Added |
| Paragon Capital Management LLC | 2,457 | $277.0K | 0.16% | +26+1.1% | Added |
| Capital Financial Planning, LLC | 2,472 | $278.0K | 0.11% | +173+7.5% | Added |
| Milestone Advisory Partners | 2,446 | $279.0K | 0.23% | −208−7.8% | Reduced |
| Codex Capital, L.L.C. | 2,000 | $279.0K | 0.17% | 00.0% | Unchanged |
| Lansing Street Advisors | 2,491 | $280.0K | 0.22% | −745−23.0% | Reduced |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 2,487 | $280.0K | 0.06% | 00.0% | Unchanged |
| J2 Capital Management Inc | 2,488 | $280.0K | 0.43% | +26+1.1% | Added |
| Jackson, Grant Investment Advisers, Inc. | 2,488 | $280.0K | 0.14% | +70+2.9% | Added |
| Permit Capital, LLC | 2,500 | $282.0K | 0.09% | −342−12.0% | Reduced |
| Heritage Financial Services, LLC | 2,505 | $282.0K | 0.16% | +74+3.0% | Added |
| Integrity Financial Corp | 2,520 | $284.0K | 0.27% | −9−0.4% | Reduced |
| GeoWealth Management, LLC | 2,528 | $285.0K | 0.04% | −206−7.5% | Reduced |
| Claris Advisors, LLC | 2,526 | $285.0K | 0.31% | +73+3.0% | Added |
| Lathrop Investment Management Corp | 2,531 | $285.0K | 0.07% | +140+5.9% | Added |
| Vista Wealth Management Group, LLC | 2,552 | $286.0K | 0.04% | −378−12.9% | Reduced |
| Lockerman Financial Group, Inc. | 2,540 | $286.0K | 0.91% | +262+11.5% | Added |
| Snider Financial Group | 2,545 | $287.0K | 0.16% | −60−2.3% | Reduced |
| TSFG, LLC | 2,545 | $287.0K | 0.12% | +10.0% | Added |
| Horst & Graben Wealth Management LLC | 2,547 | $287.0K | 0.08% | +21+0.8% | Added |
| MKT Advisors LLC | 2,551 | $288.0K | 0.22% | +214+9.2% | Added |
| Willow Creek Wealth Management Inc. | 2,559 | $288.0K | 0.05% | +700+37.7% | Added |
| Advance Capital Management, Inc. | 2,563 | $289.0K | 0.03% | +204+8.6% | Added |
| Kraematon Investment Advisors, Inc | 2,572 | $290.0K | 0.34% | +19+0.7% | Added |
| Pin Oak Investment Advisors Inc | 2,587 | $291.0K | 0.36% | −117−4.3% | Reduced |
| Tower Wealth Partners, Inc. | 2,580 | $291.0K | 0.39% | +847+48.9% | Added |
| Marotta Asset Management | 2,565 | $292.5K | 0.07% | −260−9.2% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 2,603 | $293.0K | 0.03% | +934+56.0% | Added |
| Echo45 Advisors LLC | 2,612 | $294.0K | 0.28% | −1,384−34.6% | Reduced |
| Symphony Financial, Ltd. Co. | 2,553 | $294.0K | 0.09% | −181−6.6% | Reduced |
| Cook Wealth Management Group LLC | 2,573 | $294.0K | 0.30% | −80−3.0% | Reduced |
| Act Wealth Management, LLC | 2,625 | $296.0K | 0.19% | −161−5.8% | Reduced |
| Intrinsic Value Partners, LLC | 2,632 | $296.0K | 0.38% | −70−2.6% | Reduced |
| AIMZ Investment Advisors, LLC | 2,639 | $297.0K | 0.14% | 00.0% | Unchanged |
| Altus Wealth Management, LLC | 2,634 | $297.0K | 0.23% | +9+0.3% | Added |
| My Personal CFO, LLC | 2,634 | $297.0K | 0.38% | +187+7.6% | Added |
| Pitti Group Wealth Management, LLC | 2,639 | $297.0K | 0.41% | +200+8.2% | Added |
| Verus Financial Partners, Inc. | 2,586 | $298.0K | 0.04% | −604−18.9% | Reduced |
| Pennsylvania Capital Management Inc | 2,648 | $298.0K | 0.16% | 00.0% | Unchanged |
| Madison Wealth Management | 2,644 | $298.0K | 0.07% | +21+0.8% | Added |
| Silver Lake Advisory, LLC | 2,644 | $298.0K | 0.16% | +54+2.1% | Added |
| Corrigan Financial, Inc. | 2,672 | $300.9K | 0.11% | −147−5.2% | Reduced |
| Mayport, LLC | 2,674 | $301.0K | 0.25% | −3−0.1% | Reduced |
| Dock Street Asset Management Inc | 2,670 | $301.0K | 0.07% | 00.0% | Unchanged |
| Jag Capital Management, LLC | 2,675 | $301.0K | 0.04% | +2,675 | New |
| Strategic Family Wealth Counselors, L.L.C. | 2,685 | $302.0K | 0.14% | +85+3.3% | Added |
| Swarthmore Group Inc | 2,696 | $304.0K | 0.12% | −43,284−94.1% | Reduced |
| Vanguard Capital Wealth Advisors | 2,700 | $304.0K | 0.34% | −1,642−37.8% | Reduced |
| Delphia (USA) Inc. | 2,699 | $304.0K | 0.21% | −708−20.8% | Reduced |
| TRH Financial, LLC | 2,702 | $304.0K | 0.10% | −439−14.0% | Reduced |
| Tandem Investment Advisors, Inc. | 2,704 | $305.0K | 0.02% | +629+30.3% | Added |
| Horizon Kinetics Asset Management LLC | 2,713 | $306.0K | 0.01% | +37+1.4% | Added |
| Fiducient Advisors LLC | 2,719 | $306.0K | 0.11% | +401+17.3% | Added |
| Reik & Co., LLC | 2,722 | $307.0K | 0.09% | 00.0% | Unchanged |
| Fountainhead AM, LLC | 2,732 | $308.0K | 0.17% | +90+3.4% | Added |
| Wedgewood Investors Inc | 2,741 | $309.0K | 0.44% | 00.0% | Unchanged |
| Bond & Devick Financial Network, Inc. | 2,748 | $309.0K | 0.27% | +150+5.8% | Added |
| Claret Asset Management Corp | 2,759 | $311.0K | 0.07% | −552−16.7% | Reduced |
| Opal Wealth Advisors, LLC | 2,760 | $311.0K | 0.21% | +165+6.4% | Added |
| Avion Wealth | 2,767 | $312.0K | 0.10% | +51+1.9% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 2,782 | $313.0K | 0.20% | 00.0% | Unchanged |
| Strid Group, LLC | 2,800 | $315.0K | 0.07% | 00.0% | Unchanged |
| Tamar Securities, LLC | 2,798 | $315.0K | 0.10% | +289+11.5% | Added |
| Trellis Advisors, LLC | 2,818 | $317.0K | 0.17% | +99+3.6% | Added |
| Evolution Wealth Advisors, LLC | 2,821 | $318.0K | 0.08% | 00.0% | Unchanged |
| Thompson Davis & Co., Inc. | 2,841 | $320.0K | 0.52% | −671−19.1% | Reduced |
| Smallwood Wealth Investment Management, LLC | 2,845 | $320.0K | 0.32% | +2,845 | New |
| Angeles Investment Advisors, LLC | 2,850 | $321.0K | 0.03% | 00.0% | Unchanged |
| Cooper/Haims Advisors, LLC | 2,852 | $321.0K | 0.21% | +67+2.4% | Added |
| Darwin Advisors, LLC | 2,861 | $322.0K | 0.07% | −1,915−40.1% | Reduced |
| Full Sail Capital, LLC | 2,867 | $323.0K | 0.03% | −323−10.1% | Reduced |
| Firethorn Wealth Partners, LLC | 2,835 | $324.0K | 0.26% | −834−22.7% | Reduced |
| Cranbrook Wealth Management, LLC | 2,875 | $324.0K | 0.08% | −675−19.0% | Reduced |
| Robbins Farley LLC | 2,881 | $324.0K | 0.34% | +2,881 | New |
| Ocean Capital Management, LLC | 2,900 | $325.0K | 0.18% | 00.0% | Unchanged |
| Sequent Asset Management, LLC | 2,892 | $325.0K | 0.24% | +2+0.1% | Added |
| Levy Wealth Management Group, LLC | 2,886 | $325.0K | 0.15% | +11+0.4% | Added |
| Columbus Macro, LLC | 2,885 | $325.0K | 0.12% | +73+2.6% | Added |
| West Chester Capital Advisors, Inc | 2,894 | $326.0K | 0.77% | −260−8.2% | Reduced |
| 1776 Wealth LLC | 2,893 | $326.0K | 0.23% | +2+0.1% | Added |
| Salomon & Ludwin, LLC | 2,896 | $326.0K | 0.05% | +594+25.8% | Added |
| Financial Advisory Corp | 2,900 | $327.0K | 0.22% | +12+0.4% | Added |
| Inspirion Wealth Advisors, LLC | 2,975 | $327.0K | 0.07% | +2,975 | New |
| Mark Sheptoff Financial Planning, LLC | 2,909 | $328.0K | 0.19% | +452+18.4% | Added |