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 |
|---|---|---|---|---|---|
| Leonard Rickey Investment Advisors P.L.L.C. | 3,563 | $401.0K | 0.18% | +54+1.5% | Added |
| Mizuho Securities USA LLC | 3,584 | $404.0K | 0.06% | 00.0% | Unchanged |
| Private Capital Management, LLC | 3,593 | $405.0K | 0.06% | +3,593 | New |
| Total Investment Management Inc | 3,607 | $406.0K | 0.07% | −88−2.4% | Reduced |
| Oldfather Financial Services, LLC | 3,528 | $407.0K | 0.23% | +6+0.2% | Added |
| Cahaba Wealth Management, Inc. | 3,621 | $407.0K | 0.06% | +260+7.7% | Added |
| Northwest Investment Counselors, LLC | 3,622 | $408.0K | 0.13% | +2+0.1% | Added |
| Nottingham Advisors, Inc. | 3,633 | $409.0K | 0.06% | 00.0% | Unchanged |
| IVC Wealth Advisors LLC | 3,652 | $411.0K | 0.32% | +193+5.6% | Added |
| Emerald Advisors, LLC | 3,655 | $412.0K | 0.12% | −420−10.3% | Reduced |
| Merriman Wealth Management, LLC | 3,656 | $412.0K | 0.03% | −379−9.4% | Reduced |
| Holland Advisory Services, Inc. | 3,655 | $412.0K | 0.49% | +7+0.2% | Added |
| Harbor Group, Inc. | 3,680 | $414.0K | 0.30% | −55−1.5% | Reduced |
| Dougherty Wealth Advisers LLC | 3,674 | $414.0K | 0.77% | 00.0% | Unchanged |
| Garde Capital, Inc. | 3,683 | $415.0K | 0.05% | −1,130−23.5% | Reduced |
| Cavalier Investments, LLC | 3,703 | $417.0K | 0.15% | +24+0.7% | Added |
| First National Corp | 3,715 | $418.0K | 0.11% | +17+0.5% | Added |
| Shelton Wealth Management, LLC | 3,712 | $418.0K | 0.36% | +207+5.9% | Added |
| Diligent Investors, LLC | 3,715 | $418.0K | 0.14% | +446+13.6% | Added |
| Hourglass Capital, LLC | 3,713 | $418.0K | 0.15% | +589+18.9% | Added |
| Silver Oak Securities, Inc | 3,651 | $419.0K | 0.09% | −202−5.2% | Reduced |
| Dempze Nancy E | 3,733 | $420.0K | 0.42% | −92−2.4% | Reduced |
| Kidder Stephen W | 3,737 | $420.0K | 0.16% | 00.0% | Unchanged |
| Sanford Advisory Services, LLC | 3,728 | $420.0K | 0.12% | +480+14.8% | Added |
| Alpha Family Trust | 3,730 | $420.0K | 0.27% | +3,730 | New |
| Keystone Financial Planning, Inc. | 3,726 | $420.0K | 0.15% | +3,726 | New |
| Morris Capital Advisors, LLC | 3,749 | $422.0K | 0.38% | −183−4.7% | Reduced |
| BFT Financial Group, LLC | 3,767 | $424.0K | 0.11% | −2,116−36.0% | Reduced |
| Raub Brock Capital Management LP | 3,779 | $426.0K | 0.08% | −2,000−34.6% | Reduced |
| Quantum Private Wealth, LLC | 3,806 | $428.0K | 0.25% | −626−14.1% | Reduced |
| Westshore Wealth, LLC | 3,810 | $429.0K | 0.28% | +130+3.5% | Added |
| Meridian Financial, LLC | 3,818 | $429.9K | 0.48% | +6+0.2% | Added |
| Unio Capital LLC | 3,826 | $431.0K | 0.25% | −1,544−28.8% | Reduced |
| LCM Capital Management Inc | 3,823 | $431.0K | 0.42% | 00.0% | Unchanged |
| Camden Capital, LLC | 3,834 | $432.0K | 0.11% | −1,471−27.7% | Reduced |
| Kathmere Capital Management, LLC | 3,840 | $432.0K | 0.08% | +316+9.0% | Added |
| Independent Family Office, LLC | 3,847 | $433.0K | 0.40% | −75−1.9% | Reduced |
| Riversedge Advisors, LLC | 3,843 | $433.0K | 0.16% | −100−2.5% | Reduced |
| KilterHowling LLC | 3,846 | $433.1K | 0.49% | +573+17.5% | Added |
| Cutter & CO Brokerage, Inc. | 3,866 | $435.0K | 0.15% | +3,866 | New |
| Eagle Strategies LLC | 3,871 | $436.0K | 0.16% | −1,385−26.4% | Reduced |
| First Community Trust NA | 3,871 | $436.0K | 0.51% | +200+5.4% | Added |
| Roberts Glore & Co Inc | 3,869 | $436.0K | 0.15% | +283+7.9% | Added |
| Liberty Wealth Management LLC | 3,890 | $438.0K | 0.18% | +95+2.5% | Added |
| Park Circle Co | 3,900 | $439.0K | 0.42% | 00.0% | Unchanged |
| Financial Advisory Group | 3,904 | $440.0K | 0.09% | +209+5.7% | Added |
| Legal Advantage Investments, Inc. | 3,918 | $441.0K | 0.43% | 00.0% | Unchanged |
| Thomas Story & Son LLC | 3,924 | $442.0K | 0.21% | 00.0% | Unchanged |
| Navis Wealth Advisors, LLC | 3,944 | $444.0K | 0.48% | +19+0.5% | Added |
| Lehman & Derafelo Financial Resources LLC | 3,954 | $445.0K | 0.14% | −33−0.8% | Reduced |
| Harrington Investments, INC | 3,955 | $445.0K | 0.33% | −20−0.5% | Reduced |
| Second Half Financial Partners, LLC | 2,926 | $445.0K | 0.35% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 3,961 | $446.0K | 0.20% | +191+5.1% | Added |
| S.A. Mason LLC | 3,986 | $449.0K | 0.33% | 00.0% | Unchanged |
| SNS Financial Group, LLC | 3,993 | $450.0K | 0.06% | −30−0.7% | Reduced |
| Wayfinding Financial, LLC | 3,996 | $450.0K | 0.40% | +145+3.8% | Added |
| Marathon Capital Management | 4,006 | $451.0K | 0.15% | +4,006 | New |
| Domani Wealth, LLC | 4,014 | $452.0K | 0.12% | −200−4.7% | Reduced |
| Stanley-Laman Group, Ltd. | 4,021 | $453.0K | 0.08% | −1,827−31.2% | Reduced |
| Santori & Peters | 4,038 | $454.0K | 0.29% | −781−16.2% | Reduced |
| Northstar Group, Inc. | 4,036 | $454.0K | 0.13% | 00.0% | Unchanged |
| Private Capital Management LLC | 3,332 | $454.0K | 0.14% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 4,035 | $454.0K | 1.02% | +4,035 | New |
| Private Wealth Strategies, L.L.C. | 4,043 | $455.0K | 0.13% | −20.0% | Reduced |
| Aprio Wealth Management, LLC | 4,046 | $456.0K | 0.18% | +271+7.2% | Added |
| Joule Financial, LLC | 4,061 | $457.0K | 0.36% | +4,061 | New |
| Frank, Rimerman Advisors LLC | 4,076 | $459.0K | 0.18% | −1,019−20.0% | Reduced |
| Financial Advisors, LLC | 4,076 | $459.0K | 0.16% | −200−4.7% | Reduced |
| Laraway Financial Inc | 4,070 | $459.0K | 0.49% | −200−4.7% | Reduced |
| Annandale Capital, LLC | 4,080 | $459.0K | 0.18% | 00.0% | Unchanged |
| Sunburst Financial Group, LLC | 4,072 | $459.0K | 0.22% | +23+0.6% | Added |
| Sovereign Financial Group, Inc. | 4,078 | $459.0K | 0.18% | +170+4.4% | Added |
| Eukles Asset Management | 4,072 | $459.0K | 0.29% | +299+7.9% | Added |
| Oberweis Asset Management Inc | 4,083 | $460.0K | 0.12% | +33+0.8% | Added |
| Ullmann Financial Group, Inc. | 4,081 | $460.0K | 0.12% | +37+0.9% | Added |
| Yarger Wealth Strategies, LLC | 4,023 | $460.0K | 0.59% | +28+0.7% | Added |
| Bridgefront Capital, LLC | 4,088 | $460.0K | 0.51% | +1,164+39.8% | Added |
| Horizon Family Wealth, Inc. | 4,096 | $461.0K | 0.54% | −115−2.7% | Reduced |
| WNY Asset Management, LLC | 4,093 | $463.0K | 0.16% | +41+1.0% | Added |
| Silverlake Wealth Management LLC | 4,118 | $463.7K | 0.30% | +73+1.8% | Added |
| Pacific Center for Financial Services | 4,125 | $464.0K | 0.19% | +13+0.3% | Added |
| Independent Solutions Wealth Management, LLC | 4,127 | $464.8K | 0.14% | −308−6.9% | Reduced |
| Advisory Alpha, LLC | 4,130 | $465.0K | 0.03% | −284−6.4% | Reduced |
| Bender Robert & Associates | 4,134 | $466.0K | 0.18% | −220−5.1% | Reduced |
| Mogy Joel R Investment Counsel Inc | 4,141 | $466.0K | 0.05% | −125−2.9% | Reduced |
| Sandy Cove Advisors, LLC | 4,140 | $466.0K | 0.42% | +3+0.1% | Added |
| Capstone Wealth Management Group, LLC | 4,150 | $467.0K | 0.56% | +147+3.7% | Added |
| Horizon Wealth Management, LLC | 4,165 | $469.0K | 0.19% | +67+1.6% | Added |
| RWM Asset Management, LLC | 4,174 | $470.0K | 0.10% | +97+2.4% | Added |
| Gould Asset Management LLC | 4,185 | $471.0K | 0.15% | −1,876−31.0% | Reduced |
| Security National Bank of So Dak | 4,192 | $472.0K | 0.39% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 4,196 | $472.0K | 0.06% | +787+23.1% | Added |
| CMG Global Holdings, LLC | 4,192 | $472.0K | 0.49% | +915+27.9% | Added |
| Wills Financial Group, Inc. | 4,193 | $472.0K | 0.23% | +1,825+77.1% | Added |
| Eldridge Investment Advisors, Inc. | 4,209 | $474.0K | 0.18% | −75−1.8% | Reduced |
| Matrix Trust Co | 4,212 | $474.0K | 0.13% | +2,760+190.1% | Added |
| Maxele Advisors, LLC | 4,231 | $476.4K | 0.75% | −45−1.1% | Reduced |
| Vericrest Private Wealth | 4,237 | $477.0K | 0.59% | 00.0% | Unchanged |
| New Vernon Investment Management LLC | 4,253 | $479.0K | 0.82% | 00.0% | Unchanged |
| Retirement Income Solutions, Inc | 4,252 | $479.0K | 0.17% | +104+2.5% | Added |