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 |
|---|---|---|---|---|---|
| Occudo Quantitative Strategies LP | 2,921 | $329.0K | 0.03% | −6,566−69.2% | Reduced |
| Sendero Wealth Management, LLC | 2,921 | $329.0K | 0.32% | −805−21.6% | Reduced |
| Avenir Corp | 2,924 | $329.0K | 0.03% | 00.0% | Unchanged |
| Magnolia Capital Management Ltd | 2,925 | $329.0K | 0.32% | 00.0% | Unchanged |
| Chelsea Counsel Co | 2,931 | $330.0K | 0.17% | 00.0% | Unchanged |
| Archetype Wealth Partners | 2,927 | $330.0K | 0.09% | +2,927 | New |
| Bridge Advisory, LLC | 2,927 | $331.0K | 0.16% | −284−8.8% | Reduced |
| Gemmer Asset Management LLC | 2,940 | $331.0K | 0.05% | +16+0.5% | Added |
| KWB Wealth | 2,949 | $332.0K | 0.06% | +417+16.5% | Added |
| State of Wyoming | 2,957 | $333.0K | 0.21% | −3,382−53.4% | Reduced |
| Monument Capital Management | 2,956 | $333.0K | 0.13% | −6−0.2% | Reduced |
| Heck Capital Advisors, LLC | 2,967 | $334.1K | 0.07% | −367−11.0% | Reduced |
| Redmont Wealth Advisors LLC | 2,981 | $336.0K | 0.41% | −669−18.3% | Reduced |
| Ackerman Capital Advisors, LLC | 2,987 | $336.0K | 0.09% | 00.0% | Unchanged |
| Sloy Dahl & Holst, LLC | 2,980 | $336.0K | 0.08% | 00.0% | Unchanged |
| High Pines Wealth Management, LLC | 2,996 | $337.0K | 0.62% | −26,200−89.7% | Reduced |
| Richwood Investment Advisors, LLC | 2,993 | $337.0K | 0.34% | +245+8.9% | Added |
| Ellsworth Advisors, LLC | 2,997 | $338.0K | 0.14% | +489+19.5% | Added |
| American Investment Services, Inc. | 3,012 | $339.0K | 0.08% | 00.0% | Unchanged |
| North Point Portfolio Managers Corp | 3,020 | $340.0K | 0.06% | 00.0% | Unchanged |
| PYA Waltman Capital, LLC | 3,019 | $340.0K | 0.19% | +653+27.6% | Added |
| Aevitas Wealth Management, Inc. | 3,027 | $341.0K | 0.23% | −23−0.8% | Reduced |
| Coco Enterprises, LLC | 3,032 | $341.0K | 0.37% | +933+44.4% | Added |
| Gitterman Wealth Management, LLC | 3,040 | $342.0K | 0.32% | −1,000−24.8% | Reduced |
| Charter Research & Investment Group, Inc. | 3,049 | $343.0K | 0.31% | −3−0.1% | Reduced |
| Meridian Wealth Partners, LLC | 3,048 | $343.0K | 0.08% | +1,472+93.4% | Added |
| Resource Planning Group | 3,053 | $344.0K | 0.29% | −203−6.2% | Reduced |
| Koss-Olinger Consulting, LLC | 3,059 | $344.0K | 0.06% | +124+4.2% | Added |
| BT Wealth Management LLC | 3,061 | $345.0K | 0.10% | −612−16.7% | Reduced |
| Investmark Advisory Group LLC | 3,069 | $345.0K | 0.34% | +13+0.4% | Added |
| Penn Davis McFarland Inc | 3,066 | $345.0K | 0.06% | +40+1.3% | Added |
| Horan Securities, Inc. | 3,058 | $345.0K | 0.21% | +244+8.7% | Added |
| Wilson & Boucher Capital Management, LLC | 3,076 | $346.0K | 0.38% | −35−1.1% | Reduced |
| Cypress Capital Management LLC (WY) | 3,075 | $346.0K | 0.45% | 00.0% | Unchanged |
| Vista Capital Partners, Inc. | 3,081 | $347.0K | 0.06% | −751−19.6% | Reduced |
| J. L. Bainbridge & Co., Inc. | 3,080 | $347.0K | 0.05% | +50+1.7% | Added |
| Hofer & Associates. Inc | 3,078 | $347.0K | 0.36% | +266+9.5% | Added |
| Financial Engines Advisors L.L.C. | 3,094 | $348.0K | 0.00% | +213+7.4% | Added |
| Riverwater Partners LLC | 3,094 | $348.0K | 0.35% | +3,094 | New |
| Alethea Capital Management, LLC | 3,100 | $349.0K | 0.44% | −4,649−60.0% | Reduced |
| InTrack Investment Management Inc | 3,104 | $350.0K | 0.36% | −3,418−52.4% | Reduced |
| Stonehearth Capital Management, LLC | 3,059 | $350.0K | 0.20% | −655−17.6% | Reduced |
| Washburn Capital Management, Inc. | 3,109 | $350.0K | 0.30% | −50−1.6% | Reduced |
| Patron Partners Advisors, LLC | 3,123 | $352.0K | 0.28% | −559−15.2% | Reduced |
| Garner Asset Management Corp | 3,130 | $352.0K | 0.15% | +810+34.9% | Added |
| BCS Wealth Management | 3,137 | $353.0K | 0.16% | +3,137 | New |
| Teamwork Financial Advisors, LLC | 3,145 | $354.0K | 0.08% | −2,585−45.1% | Reduced |
| Pensionmark Financial Group, LLC | 3,112 | $354.0K | 0.07% | −52−1.6% | Reduced |
| O'Keefe Stevens Advisory, Inc. | 3,140 | $354.0K | 0.22% | +145+4.8% | Added |
| Cim, LLC | 3,115 | $356.0K | 0.07% | 00.0% | Unchanged |
| Capital Advisors Wealth Management, LLC | 3,169 | $357.0K | 0.12% | −121−3.7% | Reduced |
| Indie Asset Partners, LLC | 3,188 | $359.0K | 0.32% | +230+7.8% | Added |
| Cedrus LLC | 3,188 | $359.0K | 0.35% | +335+11.7% | Added |
| HC Advisors, LLC | 3,198 | $360.0K | 0.26% | −7,545−70.2% | Reduced |
| Resolute Financial, LLC | 3,205 | $361.0K | 0.31% | +276+9.4% | Added |
| Pine Haven Investment Counsel, Inc | 3,211 | $362.0K | 0.42% | −100−3.0% | Reduced |
| Marshall Financial Group LLC | 3,212 | $362.0K | 0.14% | −24−0.7% | Reduced |
| Epic Trust Investment Advisors, LLC | 3,214 | $362.0K | 0.68% | +972+43.4% | Added |
| Atalanta Sosnoff Capital, LLC | 3,233 | $364.0K | 0.01% | −946−22.6% | Reduced |
| Solitude Financial Services | 3,233 | $364.0K | 0.26% | −192−5.6% | Reduced |
| Provident Trust Co | 3,232 | $364.0K | 0.01% | 00.0% | Unchanged |
| Wolff Financial Management LLC | 3,233 | $364.0K | 0.16% | 00.0% | Unchanged |
| Parkside Investments, LLC | 3,240 | $364.0K | 0.08% | +12+0.4% | Added |
| Unionview, LLC | 3,271 | $368.0K | 0.41% | −54−1.6% | Reduced |
| Cowa, LLC | 3,276 | $369.0K | 0.21% | −100−3.0% | Reduced |
| Engrave Wealth Partners LLC | 3,292 | $371.0K | 0.16% | 00.0% | Unchanged |
| BCJ Capital Management, LLC | 3,311 | $373.0K | 0.04% | +201+6.5% | Added |
| Capital Planning LLC | 3,319 | $374.0K | 0.20% | +42+1.3% | Added |
| Weaver Consulting Group | 3,322 | $374.0K | 0.21% | +101+3.1% | Added |
| Forefront Analytics, LLC | 3,334 | $375.0K | 0.18% | +28+0.8% | Added |
| Pasadena Private Wealth, LLC | 3,357 | $378.0K | 0.13% | −84−2.4% | Reduced |
| Powell Investment Advisors, LLC | 3,357 | $378.0K | 0.23% | 00.0% | Unchanged |
| Mayfair Advisory Group, LLC | 3,289 | $379.0K | 0.50% | +87+2.7% | Added |
| Capital Advisory Group Advisory Services, LLC | 3,193 | $380.0K | 0.23% | −235−6.9% | Reduced |
| Atticus Wealth Management, LLC | 3,372 | $380.0K | 0.16% | −27−0.8% | Reduced |
| Reuter James Wealth Management, LLC | 3,374 | $380.0K | 0.24% | +200+6.3% | Added |
| Mascoma Wealth Management LLC | 3,383 | $381.0K | 0.13% | −46−1.3% | Reduced |
| HITE Hedge Asset Management LLC | 3,392 | $382.0K | 0.04% | 00.0% | Unchanged |
| Albert D Mason Inc | 3,395 | $382.0K | 0.28% | +35+1.0% | Added |
| Keb Asset Management, LLC | 3,400 | $383.0K | 0.24% | +123+3.8% | Added |
| Investment Advisory Group, LLC | 3,416 | $384.0K | 0.26% | −1,205−26.1% | Reduced |
| Cascade Investment Advisors, Inc. | 3,413 | $384.4K | 0.30% | 00.0% | Unchanged |
| TrueWealth Advisors, LLC | 3,415 | $385.0K | 0.18% | +24+0.7% | Added |
| Murphy Pohlad Asset Management LLC | 3,440 | $387.0K | 0.17% | +715+26.2% | Added |
| Mach-1 Financial Group, Inc. | 3,441 | $387.0K | 0.27% | +3,191+1,276.4% | Added |
| Youngs Advisory Group, Inc. | 3,443 | $388.0K | 0.24% | −322−8.6% | Reduced |
| Cassady Schiller Wealth Management, LLC | 3,445 | $388.0K | 0.20% | +93+2.8% | Added |
| Sustainable Insight Capital Management, LLC | 3,388 | $390.0K | 0.39% | −200−5.6% | Reduced |
| Keene & Associates, Inc. | 3,472 | $391.0K | 0.37% | −1,566−31.1% | Reduced |
| MinichMacGregor Wealth Management, LLC | 3,478 | $391.0K | 0.16% | +35+1.0% | Added |
| Kohmann Bosshard Financial Services, LLC | 3,494 | $393.0K | 0.09% | 00.0% | Unchanged |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 3,500 | $394.1K | 0.61% | +500+16.7% | Added |
| Tranquilli Financial Advisor LLC | 3,511 | $395.0K | 0.30% | +647+22.6% | Added |
| Family Firm, Inc. | 3,517 | $396.0K | 0.12% | +21+0.6% | Added |
| Howard Financial Services, Ltd. | 3,525 | $397.0K | 0.13% | +34+1.0% | Added |
| Amussen Hunsaker Associates LLC | 3,554 | $399.0K | 0.11% | −129−3.5% | Reduced |
| Dimension Capital Management LLC | 3,542 | $399.0K | 0.09% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 3,546 | $399.0K | 0.13% | +3,546 | New |
| Montis Financial, LLC | 3,564 | $401.0K | 0.38% | −127−3.4% | Reduced |
| Firestone Capital Management | 3,562 | $401.0K | 0.16% | +47+1.3% | Added |