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 |
|---|---|---|---|---|---|
| Baron Silver Stevens Financial Advisors, LLC | 4,265 | $480.0K | 0.12% | +1,935+83.0% | Added |
| Lee Financial Co | 4,282 | $482.0K | 0.09% | −61−1.4% | Reduced |
| Keystone Wealth Services, LLC | 4,289 | $483.0K | 0.22% | +74+1.8% | Added |
| Shulman DeMeo Asset Management LLC | 4,294 | $484.0K | 0.16% | +106+2.5% | Added |
| Weinberger Asset Management, Inc | 4,302 | $484.4K | 0.32% | +4,302 | New |
| First Bank & Trust | 4,300 | $485.0K | 0.16% | −1,085−20.1% | Reduced |
| Hedges Asset Management LLC | 4,300 | $485.0K | 0.46% | 00.0% | Unchanged |
| Retirement Planning Co of New England, Inc. | 4,308 | $485.0K | 0.33% | +277+6.9% | Added |
| Wimmer Associates 1, LLC | 4,319 | $486.0K | 0.32% | −190−4.2% | Reduced |
| Tortoise Investment Management, LLC | 4,315 | $486.0K | 0.10% | +998+30.1% | Added |
| Spartan Fund Management Inc. | 4,312 | $486.0K | 0.10% | +4,312 | New |
| Monterey Private Wealth, Inc. | 4,320 | $487.0K | 0.28% | −135−3.0% | Reduced |
| Affinity Capital Advisors, LLC | 4,331 | $488.0K | 0.17% | −89−2.0% | Reduced |
| Cottonwood Capital Advisors, LLC | 4,330 | $488.0K | 0.44% | −31−0.7% | Reduced |
| Hillcrest Wealth Advisors - NY, LLC | 4,337 | $488.0K | 0.30% | 00.0% | Unchanged |
| Alan B. Lancz & Associates, Inc. | 4,233 | $488.0K | 0.48% | −84−1.9% | Reduced |
| Callan Capital, LLC | 4,358 | $491.0K | 0.08% | −183−4.0% | Reduced |
| Fi3 FINANCIAL ADVISORS, LLC | 4,386 | $491.0K | 0.41% | +199+4.8% | Added |
| Lorne Steinberg Wealth Management Inc. | 4,389 | $494.0K | 0.23% | −600−12.0% | Reduced |
| WSFS Capital Management, LLC | 4,391 | $494.0K | 0.16% | +170+4.0% | Added |
| Sadoff Investment Management LLC | 4,405 | $496.0K | 0.04% | −314−6.7% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 4,405 | $496.0K | 0.29% | +22+0.5% | Added |
| Sutton Place Investors LLC | 4,410 | $497.0K | 0.72% | +232+5.6% | Added |
| Aspire Private Capital, LLC | 4,422 | $498.0K | 0.18% | +9+0.2% | Added |
| Planning Center, Inc. | 4,448 | $498.0K | 0.39% | +34+0.8% | Added |
| Paragon Capital Management Ltd | 4,420 | $498.0K | 0.14% | +158+3.7% | Added |
| Sage Private Wealth Group, LLC | 4,433 | $499.0K | 0.72% | +498+12.7% | Added |
| Sax Wealth Advisors, LLC | 4,441 | $500.0K | 0.13% | −44−1.0% | Reduced |
| OneAscent Financial Services LLC | 4,444 | $500.0K | 0.23% | +4,444 | New |
| Financial Council Asset Management Inc | 4,445 | $501.0K | 0.63% | +1,670+60.2% | Added |
| Tyler-Stone Wealth Management | 4,462 | $502.0K | 0.33% | −252−5.3% | Reduced |
| Curated Wealth Partners LLC | 4,463 | $502.0K | 0.15% | +479+12.0% | Added |
| Marshall Financial Group Inc | 4,464 | $503.0K | 0.23% | +17+0.4% | Added |
| ESG Planning | 4,473 | $504.0K | 0.51% | +805+21.9% | Added |
| Capital City Trust Co | 4,484 | $505.0K | 0.16% | +634+16.5% | Added |
| Global Financial Private Client, LLC | 4,442 | $506.7K | 0.29% | +1,170+35.8% | Added |
| Aaron Wealth Advisors | 4,507 | $507.0K | 0.13% | −454,482−99.0% | Reduced |
| Echo Street Capital Management LLC | 4,498 | $507.0K | 0.00% | +2,318+106.3% | Added |
| Angeles Wealth Management, LLC | 4,517 | $509.0K | 0.10% | −122−2.6% | Reduced |
| Measured Wealth Private Client Group, LLC | 4,518 | $509.0K | 0.22% | +472+11.7% | Added |
| Quantum Financial Advisors, LLC | 4,303 | $509.0K | 0.19% | +4,303 | New |
| Waratah Capital Advisors Ltd. | 4,535 | $510.0K | 0.03% | +4,535 | New |
| Merrion Investment Management Co, LLC | 4,544 | $512.0K | 0.50% | 00.0% | Unchanged |
| Requisite Capital Management, LLC | 4,545 | $512.0K | 0.17% | +581+14.7% | Added |
| NFP Retirement, Inc. | 4,551 | $512.5K | 0.13% | −73−1.6% | Reduced |
| Eagle Harbor Asset Management Inc | 4,554 | $512.8K | 0.79% | +245+5.7% | Added |
| Geller Advisors LLC | 4,552 | $513.0K | 0.11% | −2,448−35.0% | Reduced |
| HBW Advisory Services LLC | 4,559 | $513.0K | 0.14% | −1,824−28.6% | Reduced |
| Arbor Investment Advisors, LLC | 4,581 | $516.0K | 0.11% | −450−8.9% | Reduced |
| River & Mercantile Investments Ltd | 4,595 | $517.0K | 0.15% | −2,627−36.4% | Reduced |
| R.H. Dinel Investment Counsel, Inc. | 4,592 | $517.0K | 0.47% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 4,590 | $517.0K | 0.00% | +119+2.7% | Added |
| American Research & Management Co. | 4,602 | $518.0K | 0.13% | −359−7.2% | Reduced |
| Arlington Partners LLC | 4,601 | $518.0K | 0.17% | +286+6.6% | Added |
| Stelac Advisory Services LLC | 4,599 | $518.0K | 0.21% | +2,963+181.1% | Added |
| Day & Ennis, LLC | 4,611 | $519.0K | 0.20% | +144+3.2% | Added |
| Birchcreek Wealth Management, LLC | 4,658 | $525.0K | 0.47% | −350−7.0% | Reduced |
| Diamant Asset Management, Inc. | 4,661 | $525.0K | 0.47% | 00.0% | Unchanged |
| Index Fund Advisors, Inc. | 4,659 | $525.0K | 0.04% | +201+4.5% | Added |
| Premier Asset Management LLC | 4,558 | $526.0K | 0.43% | −4,357−48.9% | Reduced |
| LVZ Advisors, Inc. | 4,675 | $526.0K | 0.09% | +129+2.8% | Added |
| ERTS Wealth Advisors, LLC | 4,670 | $526.0K | 0.15% | +2,808+150.8% | Added |
| GenWealth Group, Inc. | 4,729 | $533.0K | 0.17% | 00.0% | Unchanged |
| CJM Wealth Advisers, Ltd. | 4,765 | $536.6K | 0.37% | +898+23.2% | Added |
| Zhang Financial LLC | 4,786 | $539.0K | 0.09% | +411+9.4% | Added |
| Heartwood Wealth Advisors LLC | 4,798 | $540.0K | 0.09% | +217+4.7% | Added |
| Bay Rivers Group | 4,804 | $541.0K | 0.48% | −23−0.5% | Reduced |
| TriaGen Wealth Management LLC | 4,800 | $541.0K | 0.38% | 00.0% | Unchanged |
| Southland Equity Partners LLC | 4,808 | $541.5K | 0.25% | −435−8.3% | Reduced |
| Disciplined Equity Management, Inc. | 4,832 | $544.0K | 0.49% | +370+8.3% | Added |
| Wedge Capital Management L L P | 4,853 | $546.0K | 0.01% | +96+2.0% | Added |
| Silicon Valley Capital Partners | 4,854 | $547.0K | 0.11% | −1,073−18.1% | Reduced |
| Bluestein R H & Co | 4,870 | $548.0K | 0.03% | −5−0.1% | Reduced |
| Avondale Wealth Management | 4,875 | $549.0K | 0.64% | +1,125+30.0% | Added |
| McNaughton Wealth Management, LLC | 4,881 | $550.0K | 0.39% | +1,733+55.1% | Added |
| Shapiro Capital Management LLC | 4,880 | $550.0K | 0.01% | +2,000+69.4% | Added |
| Summit Wealth Partners, LLC | 4,894 | $551.1K | 0.15% | +3,100+172.8% | Added |
| Arkansas Financial Group, Inc. | 4,900 | $552.0K | 0.13% | −38−0.8% | Reduced |
| Humankind Investments LLC | 4,914 | $553.0K | 0.26% | −778−13.7% | Reduced |
| Virtue Capital Management, LLC | 4,921 | $554.0K | 0.09% | −6,882−58.3% | Reduced |
| Benson Investment Management Company, Inc. | 4,950 | $557.0K | 0.35% | 00.0% | Unchanged |
| Delta Investment Management, LLC | 4,948 | $557.0K | 0.25% | +10.0% | Added |
| First Heartland Consultants, Inc. | 4,965 | $559.0K | 0.09% | −150−2.9% | Reduced |
| Ambassador Advisors, LLC | 4,980 | $561.0K | 0.13% | −388−7.2% | Reduced |
| Centerpoint Advisors, LLC | 4,981 | $561.0K | 0.29% | +20+0.4% | Added |
| Momentum Advisors, LLC | 4,985 | $561.0K | 0.63% | +4,985 | New |
| Stiles Financial Services Inc | 4,995 | $562.0K | 0.34% | +79+1.6% | Added |
| Strong Tower Advisory Services | 4,990 | $562.0K | 0.30% | +341+7.3% | Added |
| JBF Capital, Inc. | 5,000 | $563.0K | 0.14% | 00.0% | Unchanged |
| TFC Financial Management | 5,000 | $563.0K | 0.17% | +541+12.1% | Added |
| Investment House LLC | 5,050 | $569.0K | 0.05% | −250−4.7% | Reduced |
| Reston Wealth Management LLC | 5,058 | $570.0K | 0.32% | +33+0.7% | Added |
| Omnia Family Wealth, LLC | 5,072 | $571.0K | 0.42% | −196−3.7% | Reduced |
| Hamilton Capital, LLC | 5,073 | $571.0K | 0.04% | +701+16.0% | Added |
| Insight Advisors, LLC | 5,091 | $572.0K | 0.19% | −750−12.8% | Reduced |
| Key Client Fiduciary Advisors, LLC | 5,091 | $573.0K | 0.56% | −119−2.3% | Reduced |
| Lantz Financial LLC | 5,095 | $574.0K | 0.26% | 00.0% | Unchanged |
| TCM Advisors, LLC | – | $574.0K | 0.62% | – | – |
| Austin Private Wealth, LLC | 5,105 | $575.0K | 0.13% | −88−1.7% | Reduced |
| Willner & Heller, LLC | 5,119 | $576.0K | 0.90% | +256+5.3% | Added |