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 |
|---|---|---|---|---|---|
| Fulton Breakefield Broenniman LLC | 5,113 | $576.0K | 0.05% | +154+3.1% | Added |
| S&T Bank | 5,132 | $577.0K | 0.10% | −110−2.1% | Reduced |
| L2 Asset Management, LLC | 5,135 | $578.0K | 0.42% | −2,370−31.6% | Reduced |
| Campion Asset Management LLC | 5,137 | $578.0K | 0.57% | 00.0% | Unchanged |
| Avaii Wealth Management, LLC | 5,135 | $579.0K | 0.62% | −17−0.3% | Reduced |
| Tarbox Family Office, Inc. | 5,147 | $580.0K | 0.13% | +3,446+202.6% | Added |
| Hutchinson Capital Management | 5,160 | $581.0K | 0.15% | −161−3.0% | Reduced |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 5,175 | $583.0K | 0.00% | −162−3.0% | Reduced |
| Forum Private Client Group LLC | 5,190 | $584.0K | 0.42% | −255−4.7% | Reduced |
| Independent Wealth Network Inc. | 5,208 | $586.0K | 0.42% | +50+1.0% | Added |
| Maltin Wealth Management, Inc. | 5,215 | $587.0K | 0.42% | +94+1.8% | Added |
| Oak Family Advisors, LLC | 5,219 | $588.0K | 0.34% | +20.0% | Added |
| Opus Capital Group, LLC | 5,230 | $589.0K | 0.12% | −3,206−38.0% | Reduced |
| Southeast Asset Advisors Inc. | 5,232 | $589.0K | 0.09% | +180+3.6% | Added |
| Summit Asset Management, LLC | 5,240 | $590.0K | 0.18% | +100+1.9% | Added |
| Derbend Asset Management | 5,271 | $594.0K | 0.50% | −3,377−39.0% | Reduced |
| FirstPurpose Wealth LLC | 5,277 | $594.0K | 0.40% | +296+5.9% | Added |
| Cahill Financial Advisors Inc | 5,286 | $595.0K | 0.13% | +1,127+27.1% | Added |
| Lifeworks Advisors, LLC | 5,292 | $596.0K | 0.38% | +813+18.2% | Added |
| Thrive Wealth Management, LLC | 5,293 | $596.0K | 0.21% | +863+19.5% | Added |
| Edgemoor Investment Advisors, Inc. | 5,299 | $597.0K | 0.08% | −56−1.0% | Reduced |
| Fourthstone LLC | 5,300 | $597.0K | 0.24% | +5,300 | New |
| Alliance Wealth Advisors, LLC | 5,313 | $598.0K | 0.52% | +2,459+86.2% | Added |
| Integral Investment Advisors, Inc. | 5,320 | $599.0K | 0.51% | −486−8.4% | Reduced |
| Heritage Investment Group, Inc. | 5,342 | $602.0K | 0.35% | −153−2.8% | Reduced |
| Copperwynd Financial, LLC | 5,361 | $604.0K | 0.36% | +47+0.9% | Added |
| Kaydan Wealth Management, Inc. | 5,369 | $604.6K | 0.34% | +10+0.2% | Added |
| Legacy Wealth Planning, LLC | 5,272 | $605.0K | 0.87% | −22−0.4% | Reduced |
| GPS Wealth Strategies Group, LLC | 5,384 | $606.0K | 0.16% | +537+11.1% | Added |
| Financial Perspectives, Inc | 5,389 | $606.9K | 0.34% | 00.0% | Unchanged |
| Wendell David Associates Inc | 5,391 | $607.0K | 0.08% | −24−0.4% | Reduced |
| Options Solutions, LLC | 5,399 | $608.0K | 0.84% | −21,032−79.6% | Reduced |
| Enlightenment Research, LLC | 5,400 | $608.0K | 1.31% | −2,607−32.6% | Reduced |
| Burt Wealth Advisors | 5,397 | $608.0K | 0.21% | 00.0% | Unchanged |
| Diversified, LLC | 5,432 | $612.0K | 0.25% | −188−3.3% | Reduced |
| Morris Retirement Advisors, LLC | 5,436 | $612.0K | 0.54% | +3,155+138.3% | Added |
| Trust Co of Oklahoma | 5,435 | $612.0K | 0.29% | −35−0.6% | Reduced |
| Grant Street Asset Management, Inc. | 5,446 | $613.0K | 0.32% | +1,011+22.8% | Added |
| Powers Advisory Group, LLC | 5,450 | $614.0K | 0.47% | +127+2.4% | Added |
| FSB Premier Wealth Management, Inc. | 5,461 | $614.0K | 0.34% | −21−0.4% | Reduced |
| Future Financial Wealth Managment LLC | 4,501 | $614.0K | 0.60% | 00.0% | Unchanged |
| Financial Consulate, Inc | 5,469 | $616.0K | 0.29% | −118−2.1% | Reduced |
| Element Wealth, LLC | 5,472 | $616.0K | 0.61% | +282+5.4% | Added |
| Eagle Bay Advisors LLC | 5,476 | $616.7K | 0.38% | −791−12.6% | Reduced |
| Millennium Capital Advisors, LLC | 5,477 | $616.7K | 0.60% | +728+15.3% | Added |
| RGT Wealth Advisors, LLC | 5,485 | $618.0K | 0.10% | +46+0.8% | Added |
| HHM Wealth Advisors, LLC | 5,488 | $618.0K | 0.16% | +602+12.3% | Added |
| 5th Street Advisors, LLC | 5,500 | $619.0K | 0.65% | −20−0.4% | Reduced |
| Nadler Financial Group, Inc. | 5,497 | $619.0K | 0.11% | +470+9.3% | Added |
| Centric Wealth Management | 5,524 | $622.0K | 0.23% | +67+1.2% | Added |
| Tributary Capital Management, LLC | 5,535 | $623.0K | 0.06% | −75−1.3% | Reduced |
| Krane Funds Advisors LLC | 5,528 | $623.0K | 0.02% | +1,614+41.2% | Added |
| Allie Family Office LLC | 5,541 | $624.0K | 0.51% | +1,691+43.9% | Added |
| Kenfarb & Co. | 4,592 | $626.0K | 0.50% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 5,570 | $627.0K | 0.19% | +50+0.9% | Added |
| Alliance Wealth Management Group | 5,580 | $628.0K | 0.23% | −135−2.4% | Reduced |
| Portland Global Advisors LLC | 5,573 | $628.0K | 0.12% | −122−2.1% | Reduced |
| Lebenthal Global Advisors, LLC | 5,590 | $629.0K | 0.30% | +1,171+26.5% | Added |
| Ninety One SA (PTY) Ltd | 5,610 | $630.0K | 0.22% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 5,592 | $630.0K | 0.38% | +100+1.8% | Added |
| Wagner Wealth Management, LLC | 5,606 | $631.0K | 0.50% | +154+2.8% | Added |
| First National Bank | 5,613 | $632.0K | 0.60% | +625+12.5% | Added |
| Carlson Capital Management | 5,620 | $633.0K | 0.06% | −245−4.2% | Reduced |
| Cardinal Strategic Wealth Guidance | 5,585 | $633.0K | 0.32% | −75−1.3% | Reduced |
| Rede Wealth, LLC | 5,626 | $633.0K | 0.37% | +98+1.8% | Added |
| Wakefield Asset Management LLLP | 5,617 | $633.0K | 0.27% | +5,617 | New |
| Wealth Advisors of Iowa, LLC | 5,190 | $635.0K | 0.17% | +3,023+139.5% | Added |
| Cooper Financial Group | 5,658 | $637.0K | 0.23% | −746−11.6% | Reduced |
| Bellevue Asset Management, LLC | 5,669 | $639.0K | 0.47% | −73−1.3% | Reduced |
| Five Oceans Advisors | 5,673 | $639.0K | 0.48% | +1,426+33.6% | Added |
| Landaas & Co | 5,658 | $641.0K | 0.40% | −596−9.5% | Reduced |
| Crewe Advisors LLC | 5,695 | $641.0K | 0.14% | +629+12.4% | Added |
| Fairview Capital Investment Management, LLC | 5,709 | $642.0K | 0.04% | −8−0.1% | Reduced |
| WealthTrust Axiom LLC | 5,726 | $644.0K | 0.23% | +20.0% | Added |
| Waterfront Wealth Inc. | 5,717 | $644.0K | 0.26% | +1,903+49.9% | Added |
| Great Diamond Partners, LLC | 5,729 | $645.0K | 0.21% | −14,034−71.0% | Reduced |
| Barnes Pettey Financial Advisors, LLC | 5,741 | $646.0K | 0.83% | −12−0.2% | Reduced |
| Eubel Brady & Suttman Asset Management Inc | 5,747 | $647.0K | 0.13% | +27+0.5% | Added |
| Vicus Capital | 5,755 | $648.0K | 0.07% | −102−1.7% | Reduced |
| Glassman Wealth Services | 5,755 | $648.0K | 0.13% | +422+7.9% | Added |
| Greatmark Investment Partners, Inc. | 5,762 | $649.0K | 0.12% | +252+4.6% | Added |
| Rational Advisors LLC | 5,762 | $649.0K | 0.05% | +552+10.6% | Added |
| Narus Financial Partners, LLC | 5,772 | $650.0K | 0.41% | +1,070+22.8% | Added |
| Blue Square Asset Management, LLC | 5,781 | $651.0K | 1.40% | −3,143−35.2% | Reduced |
| F/M Investments LLC | 4,188 | $651.0K | 0.61% | −400−8.7% | Reduced |
| Norris Financial Group, LLC | 5,797 | $652.8K | 0.53% | +1,027+21.5% | Added |
| Signature Estate & Investment Advisors LLC | 5,800 | $653.0K | 0.03% | −1,703−22.7% | Reduced |
| Dynamic Technology Lab Private Ltd | 5,798 | $653.0K | 0.07% | +5,798 | New |
| Buttonwood Financial Advisors Inc. | 5,821 | $655.0K | 0.59% | +2,381+69.2% | Added |
| Gray Wealth Management Inc. | 5,827 | $656.0K | 0.40% | +109+1.9% | Added |
| E Fund Management Co., Ltd. | 5,832 | $657.0K | 0.06% | +67+1.2% | Added |
| Westhampton Capital, LLC | 5,842 | $658.0K | 0.46% | +1,275+27.9% | Added |
| Great Point Wealth Advisors, LLC | 5,851 | $659.0K | 0.23% | +710+13.8% | Added |
| Private Capital Group, LLC | 5,861 | $660.0K | 0.50% | −4,422−43.0% | Reduced |
| Sandbox Financial Partners, LLC | 5,858 | $660.0K | 0.47% | +41+0.7% | Added |
| Creative Financial Designs Inc | 5,864 | $660.0K | 0.11% | +493+9.2% | Added |
| Skba Capital Management LLC | 5,882 | $662.0K | 0.13% | −100−1.7% | Reduced |
| Cross Staff Investments Inc | 5,874 | $662.0K | 0.73% | 00.0% | Unchanged |
| Moller Financial Services | 5,891 | $663.0K | 0.22% | 00.0% | Unchanged |
| Regent Peak Wealth Advisors LLC | 5,892 | $663.0K | 0.22% | +144+2.5% | Added |