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 |
|---|---|---|---|---|---|
| Rosenberg Matthew Hamilton | 5,824 | $664.0K | 0.25% | −152−2.5% | Reduced |
| Dean Investment Associates, LLC | 5,908 | $665.0K | 0.13% | −141−2.3% | Reduced |
| Wilkins Investment Counsel Inc | 5,954 | $670.0K | 0.18% | −200−3.2% | Reduced |
| Whitcomb & Hess, Inc. | 5,960 | $671.0K | 0.29% | −234−3.8% | Reduced |
| Legacy Advisors, LLC | 5,996 | $675.0K | 0.14% | +1,104+22.6% | Added |
| Beaumont Asset Management, L.L.C. | 6,018 | $677.0K | 0.51% | +1,702+39.4% | Added |
| SBK Financial, Inc. | 6,023 | $678.0K | 0.89% | +101+1.7% | Added |
| Black Diamond Financial, LLC | 6,037 | $680.0K | 0.27% | −829−12.1% | Reduced |
| Gordian Capital Singapore Pte Ltd | 6,026 | $681.0K | 0.92% | +3,102+106.1% | Added |
| Systematic Financial Management LP | 6,075 | $684.0K | 0.02% | 00.0% | Unchanged |
| Single Point Partners, LLC | 6,085 | $685.0K | 0.19% | −136−2.2% | Reduced |
| CFO4Life Group, LLC | 6,127 | $685.0K | 0.17% | +30+0.5% | Added |
| Roberts Capital Advisors, LLC | 6,079 | $685.0K | 0.94% | 00.0% | Unchanged |
| Aurora Private Wealth, Inc. | 6,086 | $685.0K | 0.31% | +169+2.9% | Added |
| Crew Capital Management, Ltd. | 6,100 | $687.0K | 0.86% | −200−3.2% | Reduced |
| Hurlow Wealth Management Group, Inc. | 6,097 | $687.0K | 0.40% | 00.0% | Unchanged |
| West Bancorporation Inc | 6,113 | $688.0K | 0.48% | −891−12.7% | Reduced |
| GenTrust, LLC | 6,119 | $689.0K | 0.06% | +10.0% | Added |
| PBMares Wealth Management LLC | 6,136 | $691.0K | 0.30% | +400+7.0% | Added |
| Berger Financial Group, Inc | 6,141 | $692.0K | 0.10% | −317−4.9% | Reduced |
| Bordeaux Wealth Advisors LLC | 6,153 | $693.0K | 0.48% | −276−4.3% | Reduced |
| Connective Portfolio Management, LLC | 6,160 | $694.0K | 1.19% | +6,160 | New |
| HYA Advisors, Inc | 6,171 | $695.0K | 0.27% | −839−12.0% | Reduced |
| Journey Strategic Wealth LLC | 6,188 | $697.0K | 0.09% | −313−4.8% | Reduced |
| BMS Financial Advisors, LLC | 6,190 | $697.0K | 0.46% | +326+5.6% | Added |
| Keating Investment Counselors Inc | 6,198 | $698.0K | 0.29% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 6,198 | $698.0K | 0.40% | +306+5.2% | Added |
| Latitude Advisors, LLC | 6,207 | $699.0K | 0.64% | −8,821−58.7% | Reduced |
| Riverbridge Partners LLC | 6,205 | $699.0K | 0.01% | 00.0% | Unchanged |
| Foster Victor Wealth Advisors, LLC | 6,246 | $699.0K | 0.10% | +800+14.7% | Added |
| Pearl River Capital, LLC | 6,211 | $699.0K | 0.16% | +6,211 | New |
| Solstein Capital, LLC | 6,229 | $701.0K | 0.54% | 00.0% | Unchanged |
| Brown Capital Management LLC | 6,230 | $702.0K | 0.01% | 00.0% | Unchanged |
| Titus Wealth Management | 6,233 | $702.0K | 0.35% | +872+16.3% | Added |
| Stephens Consulting, LLC | 6,252 | $704.0K | 0.58% | −39−0.6% | Reduced |
| Westwood Management Corp | 6,260 | $705.0K | 0.09% | 00.0% | Unchanged |
| Red Wave Investments LLC | 6,267 | $706.0K | 0.29% | −188−2.9% | Reduced |
| Oliver Luxxe Assets LLC | 6,275 | $707.0K | 0.21% | −32,584−83.9% | Reduced |
| Cowen and Company, LLC | 6,275 | $707.0K | 0.07% | +6,275 | New |
| Quent Capital, LLC | 6,284 | $708.0K | 0.15% | −2,222−26.1% | Reduced |
| QP Wealth Management, LLC | 6,287 | $708.0K | 0.97% | −1,470−19.0% | Reduced |
| Pathway Financial Advisors LLC | 6,284 | $708.0K | 0.29% | +238+3.9% | Added |
| Vision Capital Management, Inc. | 6,301 | $710.0K | 0.13% | −29−0.5% | Reduced |
| Crumly & Associates Inc. | 6,310 | $711.0K | 0.30% | −823−11.5% | Reduced |
| Amplius Wealth Advisors, LLC | 6,333 | $713.0K | 0.12% | +114+1.8% | Added |
| Summit Financial Strategies, Inc. | 6,347 | $715.0K | 0.17% | 00.0% | Unchanged |
| Wealth Dimensions Group, Ltd. | 6,352 | $715.0K | 0.34% | +59+0.9% | Added |
| Foster Group, Inc. | 6,353 | $715.0K | 0.05% | +3,265+105.7% | Added |
| Security Financial Services, INC. | 6,366 | $717.0K | 0.23% | +125+2.0% | Added |
| Astoria Portfolio Advisors LLC. | 6,408 | $722.0K | 0.53% | +2,654+70.7% | Added |
| Sterneck Capital Management, LLC | 6,424 | $723.0K | 0.48% | +361+6.0% | Added |
| Chiron Capital Management, LLC | 6,450 | $726.0K | 0.46% | +6,450 | New |
| New Jersey Better Educational Savings Trust | 6,461 | $728.0K | 2.29% | 00.0% | Unchanged |
| LexAurum Advisors, LLC | 6,487 | $730.0K | 0.27% | −424−6.1% | Reduced |
| McLean Asset Management Corp | 6,522 | $730.0K | 0.29% | −280−4.1% | Reduced |
| Clare Market Investments LLC | 6,495 | $731.4K | 0.32% | +3,332+105.3% | Added |
| Ramiah Investment Group | 6,533 | $735.7K | 0.60% | −54−0.8% | Reduced |
| Waypoint Capital Advisors, LLC | 6,532 | $736.0K | 0.33% | +118+1.8% | Added |
| Aua Capital Management, LLC | 6,552 | $738.0K | 0.43% | −43−0.7% | Reduced |
| Capital Investment Counsel, Inc | 6,558 | $738.0K | 0.18% | +3,716+130.8% | Added |
| Coastwise Capital Group, LLC | 6,551 | $738.0K | 0.90% | +6,551 | New |
| AllSquare Wealth Management LLC | 6,566 | $739.0K | 0.50% | 00.0% | Unchanged |
| CVA Family Office, LLC | 6,573 | $740.0K | 0.20% | −1,041−13.7% | Reduced |
| Fox Run Management, L.L.C. | 6,604 | $744.0K | 0.37% | −1,063−13.9% | Reduced |
| Rodgers Brothers Inc. | 6,607 | $744.0K | 0.15% | 00.0% | Unchanged |
| Northside Capital Management, LLC | 6,628 | $746.0K | 0.24% | 00.0% | Unchanged |
| Cladis Investment Advisory, LLC | 6,643 | $748.1K | 0.75% | 00.0% | Unchanged |
| Reitz Capital Advisors LLC | 6,652 | $749.0K | 0.67% | −650−8.9% | Reduced |
| Hexagon Capital Partners LLC | 6,648 | $749.0K | 0.22% | +1,489+28.9% | Added |
| Paragon Private Wealth Management, LLC | 6,675 | $752.0K | 0.80% | +226+3.5% | Added |
| Concorde Asset Management, LLC | 5,252 | $752.0K | 1.13% | +37+0.7% | Added |
| Iron Financial, LLC | 6,686 | $753.0K | 0.39% | −238−3.4% | Reduced |
| AlphaStar Capital Management, LLC | 6,706 | $755.0K | 0.07% | +202+3.1% | Added |
| Successful Portfolios LLC | 6,718 | $756.0K | 0.51% | −120−1.8% | Reduced |
| CapWealth Advisors, LLC | 6,719 | $757.0K | 0.09% | −2,048−23.4% | Reduced |
| Trinity Legacy Partners, LLC | 6,719 | $758.0K | 0.29% | −32,335−82.8% | Reduced |
| Meridian Investment Counsel Inc. | 6,730 | $758.0K | 0.31% | 00.0% | Unchanged |
| First Command Bank | 6,752 | $760.0K | 0.11% | −140−2.0% | Reduced |
| First Command Financial Services, Inc. | 6,752 | $760.0K | 0.11% | −140−2.0% | Reduced |
| First National Bank of Hutchinson | 6,769 | $762.0K | 0.57% | +10+0.1% | Added |
| Portland Investment Counsel Inc. | 6,780 | $763.0K | 0.38% | 00.0% | Unchanged |
| Kolinsky Wealth Management, LLC | 6,795 | $765.0K | 0.90% | −46−0.7% | Reduced |
| Greylin Investment Mangement Inc | 6,800 | $766.0K | 0.15% | −50−0.7% | Reduced |
| Winmill & Co. Inc | 6,800 | $766.0K | 0.28% | 00.0% | Unchanged |
| Cambridge Advisors Inc. | 6,810 | $767.0K | 0.21% | −256−3.6% | Reduced |
| Private Wealth Advisors | 6,387 | $767.0K | 0.28% | +18+0.3% | Added |
| Okabena Investment Services Inc | 6,821 | $768.0K | 0.39% | +600+9.6% | Added |
| Garrett Investment Advisors LLC | 6,830 | $769.0K | 0.22% | +1,349+24.6% | Added |
| Consilium Wealth Advisory, LLC | 6,834 | $770.0K | 0.83% | +406+6.3% | Added |
| Round Rock Advisors, LLC | 6,836 | $770.0K | 0.35% | +1,169+20.6% | Added |
| Michael B. Yongue | 6,851 | $771.0K | 0.68% | −116−1.7% | Reduced |
| REDW Wealth LLC | 6,843 | $771.0K | 0.28% | +103+1.5% | Added |
| Tennessee Valley Asset Management Partners | 6,856 | $772.0K | 0.30% | +222+3.3% | Added |
| Fullen Financial Group | 6,855 | $772.0K | 0.50% | +307+4.7% | Added |
| Kowal Investment Group, LLC | 6,863 | $773.0K | 0.25% | +1,351+24.5% | Added |
| Cable Hill Partners, LLC | 6,874 | $774.0K | 0.19% | +349+5.3% | Added |
| Atlas Capital Advisors LLC | 6,882 | $775.0K | 0.13% | −235−3.3% | Reduced |
| First National Bank Sioux Falls | 6,882 | $775.0K | 0.99% | −474−6.4% | Reduced |
| Probity Advisors, Inc. | 6,886 | $775.0K | 0.18% | −31−0.4% | Reduced |
| Zimmermann Investment Management & Planning LLC | 6,882 | $775.0K | 0.53% | +146+2.2% | Added |