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
- 3,427
- −39 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
- 1,781 more added
- Sold out
- 178
- 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 | 5,103 | $572.1B |
| Q4 2025 | 5,155 | $639.5B |
| Q3 2025 | 4,766 | $618.0B |
| Q2 2025 | 4,753 | $582.4B |
| Q1 2025 | 4,680 | $494.6B |
| Q4 2024 | 4,680 | $490.0B |
| Q3 2024 | 4,216 | $429.4B |
| Q2 2024 | 4,182 | $416.2B |
| Q1 2024 | 4,121 | $414.5B |
| Q4 2023 | 4,002 | $351.8B |
| Q3 2023 | 3,711 | $297.0B |
| Q2 2023 | 3,673 | $297.6B |
| Q1 2023 | 3,613 | $266.3B |
| Q4 2022 | 3,629 | $278.3B |
| Q3 2022 | 3,396 | $212.9B |
| Q2 2022 | 3,428 | $229.3B |
| Q1 2022 | 3,520 | $278.9B |
| Q4 2021 | 3,595 | $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 |
|---|---|---|---|---|---|
| Jefferies Group LLC | 73,052 | $8.23M | 0.23% | +32,899+81.9% | Added |
| Valicenti Advisory Services Inc | 73,050 | $8.23M | 2.68% | +10,538+16.9% | Added |
| ARS Wealth Advisors Group, LLC | 72,822 | $8.20M | 1.13% | +394+0.5% | Added |
| Cohen Klingenstein LLC | 72,700 | $8.19M | 0.41% | 00.0% | Unchanged |
| Telos Capital Management, Inc. | 72,682 | $8.19M | 1.25% | +2,853+4.1% | Added |
| Trust Co of Toledo NA | 72,658 | $8.18M | 1.44% | +40.0% | Added |
| Legacy Private Trust Co. | 72,583 | $8.17M | 0.73% | +4,972+7.4% | Added |
| Visionary Wealth Advisors | 72,442 | $8.16M | 0.73% | +439+0.6% | Added |
| Northern Oak Wealth Management Inc | 71,801 | $8.09M | 1.14% | +560+0.8% | Added |
| Iowa State Bank | 71,731 | $8.08M | 2.14% | +1,390+2.0% | Added |
| EFG Asset Management (Americas) Corp. | 71,395 | $8.06M | 1.90% | +785+1.1% | Added |
| Integrated Wealth Concepts LLC | 71,372 | $8.04M | 0.25% | −1,516−2.1% | Reduced |
| Shelton Capital Management | 71,343 | $8.03M | 0.36% | +1,100+1.6% | Added |
| Everence Capital Management Inc | 71,155 | $8.01M | 0.71% | +9,260+15.0% | Added |
| WealthBridge Investment Counsel Inc. | 71,135 | $8.01M | 4.06% | +765+1.1% | Added |
| Sumitomo Mitsui Financial Group, Inc. | 71,059 | $8.00M | 0.23% | −2,061−2.8% | Reduced |
| Credit Agricole S A | 71,004 | $8.00M | 0.32% | −161−0.2% | Reduced |
| Freemont Management S.A. | 70,800 | $7.97M | 1.38% | −3,600−4.8% | Reduced |
| Tompkins Financial Corp | 70,772 | $7.97M | 1.28% | +386+0.5% | Added |
| DuPont Capital Management Corp | 70,761 | $7.97M | 0.37% | −6,948−8.9% | Reduced |
| Farmers Trust Co | 70,642 | $7.96M | 1.90% | −166−0.2% | Reduced |
| Skylands Capital, LLC | 70,550 | $7.95M | 1.16% | +5,000+7.6% | Added |
| Griffin Asset Management, Inc. | 70,522 | $7.94M | 1.27% | +580+0.8% | Added |
| Woodmont Investment Counsel LLC | 70,084 | $7.89M | 0.97% | +2,054+3.0% | Added |
| Frontier Wealth Management LLC | 69,689 | $7.85M | 0.57% | +6,574+10.4% | Added |
| WoodTrust Financial Corp | 69,458 | $7.82M | 1.76% | +3,441+5.2% | Added |
| Spinnaker Trust | 69,297 | $7.80M | 0.60% | +2,526+3.8% | Added |
| Holowesko Partners Ltd. | 69,300 | $7.80M | 4.27% | +57,300+477.5% | Added |
| Graves-Light Private Wealth Management, Inc. | 69,206 | $7.79M | 1.19% | −120−0.2% | Reduced |
| Coldstream Capital Management Inc | 68,990 | $7.77M | 0.30% | +8,015+13.1% | Added |
| D L Carlson Investment Group Inc | 68,881 | $7.76M | 1.64% | −1,117−1.6% | Reduced |
| Vestcor Inc | 68,719 | $7.74M | 0.29% | +12,869+23.0% | Added |
| Greenwood Capital Associates LLC | 68,464 | $7.71M | 1.23% | +67,897+11,974.8% | Added |
| Perigon Wealth Management, LLC | 68,263 | $7.69M | 0.64% | +1,482+2.2% | Added |
| Pettyjohn, Wood & White, Inc | 68,113 | $7.67M | 1.81% | +3,046+4.7% | Added |
| JGP Wealth Management, LLC | 68,461 | $7.66M | 1.55% | +3,246+5.0% | Added |
| Boston Family Office LLC | 67,996 | $7.66M | 0.64% | +4,263+6.7% | Added |
| Buffington Mohr McNeal | 67,983 | $7.66M | 1.68% | −1,473−2.1% | Reduced |
| German American Bancorp, Inc. | 67,926 | $7.65M | 1.29% | −11,227−14.2% | Reduced |
| Ar Asset Management Inc | 67,531 | $7.61M | 2.15% | 00.0% | Unchanged |
| Heritage Trust Co | 67,445 | $7.59M | 1.24% | −1,127−1.6% | Reduced |
| Motley Fool Asset Management LLC | 67,123 | $7.56M | 0.71% | −3,944−5.5% | Reduced |
| Barbara Oil Co. | 67,000 | $7.54M | 3.91% | 00.0% | Unchanged |
| Mark Stevens | 66,762 | $7.52M | 0.97% | −1,094−1.6% | Reduced |
| Spearhead Capital Advisors, LLC | 66,554 | $7.50M | 1.12% | +2,193+3.4% | Added |
| Woodstock Corp | 65,819 | $7.41M | 1.03% | +819+1.3% | Added |
| Parallel Advisors, LLC | 65,549 | $7.38M | 0.34% | +4,942+8.2% | Added |
| FORA Capital, LLC | 65,455 | $7.37M | 1.47% | +65,455 | New |
| Mount Yale Investment Advisors, LLC | 65,346 | $7.36M | 0.93% | +8,371+14.7% | Added |
| IMC-Chicago, LLC | 65,332 | $7.36M | 0.71% | +39,644+154.3% | Added |
| Cypress Asset Management Inc | 65,299 | $7.35M | 2.63% | −1,030−1.6% | Reduced |
| Xcel Wealth Management, LLC | 65,283 | $7.35M | 2.68% | +1,345+2.1% | Added |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 65,837 | $7.35M | 1.61% | −17,313−20.8% | Reduced |
| Altrafin AG | 65,238 | $7.35M | 3.96% | +7,782+13.5% | Added |
| Sara-Bay Financial | 64,815 | $7.30M | 3.67% | −327−0.5% | Reduced |
| Oak Harvest Investment Services | 64,760 | $7.29M | 1.97% | +2,931+4.7% | Added |
| Hoertkorn Richard Charles | 64,748 | $7.29M | 4.01% | −1,633−2.5% | Reduced |
| Sumitomo Life Insurance Co | 64,236 | $7.23M | 0.20% | +1,207+1.9% | Added |
| Schnieders Capital Management LLC | 64,224 | $7.23M | 2.16% | −3,132−4.6% | Reduced |
| Graypoint LLC | 64,173 | $7.23M | 0.93% | −1,625−2.5% | Reduced |
| Dorchester Wealth Management Co | 64,073 | $7.21M | 1.44% | +7,122+12.5% | Added |
| Baldwin Brothers Inc | 64,049 | $7.21M | 0.94% | +4,839+8.2% | Added |
| Plimoth Trust Co LLC | 63,991 | $7.21M | 2.27% | −789−1.2% | Reduced |
| Quantitative Investment Management, LLC | 63,943 | $7.20M | 1.10% | +63,943 | New |
| Fagan Associates, Inc. | 63,891 | $7.20M | 1.92% | +593+0.9% | Added |
| Allied Investment Advisors, LLC | 63,887 | $7.19M | 2.58% | +3,744+6.2% | Added |
| Merit Financial Group, LLC | 63,525 | $7.15M | 0.23% | +36,287+133.2% | Added |
| Paloma Partners Management Co | 63,426 | $7.14M | 0.71% | +58,531+1,195.7% | Added |
| Hills Bank & Trust Co | 63,358 | $7.13M | 1.16% | −204−0.3% | Reduced |
| Altium Wealth Management LLC | 63,341 | $7.13M | 0.51% | +1,190+1.9% | Added |
| Farmers National Bank | 63,137 | $7.11M | 2.70% | +1,909+3.1% | Added |
| Chicago Capital, LLC | 63,008 | $7.09M | 0.39% | +65+0.1% | Added |
| Pioneer Trust Bank N A | 62,999 | $7.09M | 2.30% | −1,529−2.4% | Reduced |
| FourThought Financial, LLC | 62,925 | $7.09M | 1.04% | +38,746+160.2% | Added |
| Bridgecreek Investment Management, LLC | 62,825 | $7.08M | 1.47% | +215+0.3% | Added |
| Old Second National Bank of Aurora | 62,815 | $7.07M | 1.97% | −276−0.4% | Reduced |
| Wells Trecaso Financial Group, LLC | 62,227 | $7.01M | 3.63% | +316+0.5% | Added |
| Savant Capital, LLC | 62,122 | $7.00M | 0.21% | +2,420+4.1% | Added |
| Moody National Bank Trust Division | 62,077 | $6.99M | 0.74% | −2,255−3.5% | Reduced |
| Goelzer Investment Management, Inc. | 62,032 | $6.99M | 0.67% | −9,975−13.9% | Reduced |
| Buckingham Strategic Wealth, LLC | 62,026 | $6.99M | 0.14% | +4,826+8.4% | Added |
| Sigma Investment Counselors Inc | 61,966 | $6.98M | 0.57% | +179+0.3% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 61,953 | $6.98M | 0.04% | +54,800+766.1% | Added |
| One Capital Management, LLC | 61,886 | $6.97M | 0.41% | +3,802+6.5% | Added |
| Laurel Wealth Advisors LLC | 61,605 | $6.94M | 1.71% | +3,652+6.3% | Added |
| Empirical Finance, LLC | 61,575 | $6.93M | 0.88% | +3,264+5.6% | Added |
| Level Four Advisory Services, LLC | 61,534 | $6.93M | 0.65% | +1,408+2.3% | Added |
| Hennion & Walsh Asset Management, Inc. | 61,488 | $6.92M | 0.43% | −604−1.0% | Reduced |
| Edgar Lomax Co | 61,450 | $6.92M | 0.43% | +1,675+2.8% | Added |
| Dynamic Advisor Solutions LLC | 61,412 | $6.92M | 0.53% | −6,856−10.0% | Reduced |
| Venator Management LLC | 61,298 | $6.90M | 2.85% | −1,613−2.6% | Reduced |
| Clear Harbor Asset Management, LLC | 61,275 | $6.90M | 0.92% | +1,646+2.8% | Added |
| Spire Wealth Management | 61,179 | $6.89M | 0.28% | −25,323−29.3% | Reduced |
| Taylor Wealth Management Partners | 61,144 | $6.88M | 3.91% | −4,055−6.2% | Reduced |
| Gyroscope Capital Management Group, LLC | 61,079 | $6.88M | 2.38% | +11,835+24.0% | Added |
| Camden National Bank | 61,016 | $6.87M | 1.42% | +1,180+2.0% | Added |
| Royal Fund Management, LLC | 60,969 | $6.87M | 1.15% | +4,066+7.1% | Added |
| Apollon Wealth Management, LLC | 60,804 | $6.85M | 0.57% | +1,740+2.9% | Added |
| Mengis Capital Management, Inc. | 60,468 | $6.81M | 1.50% | −70.0% | Reduced |
| Inlet Private Wealth, LLC | 60,457 | $6.81M | 1.94% | +190.0% | Added |