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 |
|---|---|---|---|---|---|
| Allworth Financial LP | 60,361 | $6.80M | 0.09% | +6,366+11.8% | Added |
| Banco BTG Pactual S.A. | 60,189 | $6.78M | 4.40% | +189+0.3% | Added |
| Perennial Advisors, LLC | 60,135 | $6.77M | 2.11% | +1,010+1.7% | Added |
| Assetmark, Inc | 60,017 | $6.76M | 0.03% | +22,015+57.9% | Added |
| Nwi Management LP | 60,000 | $6.76M | 1.43% | 00.0% | Unchanged |
| Bright Rock Capital Management, LLC | 60,000 | $6.76M | 1.82% | 00.0% | Unchanged |
| Constitution Capital LLC | 59,833 | $6.74M | 4.32% | −13,950−18.9% | Reduced |
| Fundamentun, LLC | 59,741 | $6.73M | 1.27% | +1,981+3.4% | Added |
| Security Asset Management | 59,729 | $6.73M | 3.69% | −15,422−20.5% | Reduced |
| Fulcrum Capital LLC | 59,669 | $6.72M | 2.11% | +3,330+5.9% | Added |
| Foster & Motley Inc | 59,631 | $6.71M | 0.59% | −4,054−6.4% | Reduced |
| Profund Advisors LLC | 59,378 | $6.69M | 0.42% | −22,855−27.8% | Reduced |
| Hartford Financial Management Inc. | 59,343 | $6.68M | 1.85% | −99−0.2% | Reduced |
| Bank of Hawaii | 59,318 | $6.68M | 0.43% | −193−0.3% | Reduced |
| Fort Sheridan Advisors LLC | 59,194 | $6.67M | 2.17% | +4,569+8.4% | Added |
| Independent Investors Inc | 59,149 | $6.66M | 1.80% | 00.0% | Unchanged |
| Thoroughbred Financial Services, LLC | 59,128 | $6.66M | 1.23% | +767+1.3% | Added |
| BKD Wealth Advisors, LLC | 58,971 | $6.64M | 0.27% | +8,329+16.4% | Added |
| Naples Global Advisors, LLC | 58,938 | $6.64M | 0.86% | +3,819+6.9% | Added |
| Carmel Capital Management L.L.C. | 58,818 | $6.62M | 4.10% | +1,750+3.1% | Added |
| Gifford Fong Associates | 58,800 | $6.62M | 1.54% | 00.0% | Unchanged |
| Power Corp of Canada | 58,785 | $6.62M | 1.34% | +1,493+2.6% | Added |
| Sowell Financial Services LLC | 58,721 | $6.61M | 0.61% | +45,081+330.5% | Added |
| Ropes Wealth Advisors LLC | 58,718 | $6.61M | 1.36% | +216+0.4% | Added |
| Gladstone Institutional Advisory LLC | 58,688 | $6.61M | 0.52% | +2,976+5.3% | Added |
| Stokes Family Office, LLC | 58,630 | $6.60M | 0.90% | +3,562+6.5% | Added |
| Bard Financial Services, Inc. | 58,515 | $6.59M | 0.60% | +675+1.2% | Added |
| River Wealth Advisors LLC | 58,323 | $6.57M | 1.21% | +2,100+3.7% | Added |
| Harvey Capital Management Inc | 58,292 | $6.56M | 2.56% | −4,050−6.5% | Reduced |
| Western Wealth Management, LLC | 57,772 | $6.54M | 0.38% | −11,198−16.2% | Reduced |
| First Western Trust Bank | 56,670 | $6.53M | 0.43% | −3,593−6.0% | Reduced |
| Channing Capital Management, LLC | 57,995 | $6.53M | 0.21% | +57,995 | New |
| Princeton Global Asset Management LLC | 57,903 | $6.52M | 2.11% | +321+0.6% | Added |
| Cyrus J. Lawrence, LLC | 57,744 | $6.50M | 1.87% | −28,520−33.1% | Reduced |
| Buckingham Capital Management, Inc. | 57,685 | $6.50M | 1.22% | −12,142−17.4% | Reduced |
| Arrow Financial Corp | 57,652 | $6.49M | 0.89% | −729−1.2% | Reduced |
| Terry L. Blaker | 57,580 | $6.48M | 0.64% | +1,194+2.1% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 57,575 | $6.48M | 0.08% | +1,488+2.7% | Added |
| McDonald Partners LLC | 57,501 | $6.47M | 1.65% | +2,837+5.2% | Added |
| Rocky Mountain Advisers, LLC | 57,491 | $6.47M | 7.98% | +26,004+82.6% | Added |
| Boyar Asset Management Inc. | 57,437 | $6.47M | 5.34% | −4,216−6.8% | Reduced |
| Apriem Advisors | 57,355 | $6.46M | 1.11% | −2,040−3.4% | Reduced |
| RPG Investment Advisory, LLC | 57,361 | $6.46M | 1.31% | +15,883+38.3% | Added |
| Paradiem, LLC | 57,266 | $6.45M | 2.44% | 00.0% | Unchanged |
| Live Oak Private Wealth LLC | 57,258 | $6.45M | 1.36% | +2,746+5.0% | Added |
| Family Capital Trust Co | 57,077 | $6.43M | 2.55% | +730+1.3% | Added |
| AMG National Trust Bank | 55,843 | $6.39M | 0.24% | −1,772−3.1% | Reduced |
| Meiji Yasuda Life Insurance Co | 56,636 | $6.38M | 0.11% | +14,368+34.0% | Added |
| Mirador Capital Partners LP | 56,507 | $6.36M | 1.50% | +2,515+4.7% | Added |
| Cutler Investment Counsel LLC | 56,482 | $6.36M | 1.00% | +302+0.5% | Added |
| Ashton Thomas Private Wealth, LLC | 56,448 | $6.36M | 0.69% | +1,984+3.6% | Added |
| Dakota Wealth Management | 56,443 | $6.36M | 0.59% | −33,130−37.0% | Reduced |
| Lynch & Associates | 56,434 | $6.36M | 1.73% | +1,087+2.0% | Added |
| ProVise Management Group, LLC | 56,282 | $6.34M | 0.68% | +28,968+106.1% | Added |
| Stolper Co | 56,205 | $6.33M | 2.97% | +813+1.5% | Added |
| North Star Asset Management Inc | 55,899 | $6.29M | 0.41% | +2,020+3.7% | Added |
| Centiva Capital, LP | 55,778 | $6.28M | 0.36% | +51,610+1,238.2% | Added |
| Dorsey & Whitney Trust CO LLC | 55,752 | $6.28M | 0.64% | +4,047+7.8% | Added |
| Autus Asset Management, LLC | 55,625 | $6.26M | 1.12% | −267−0.5% | Reduced |
| Bray Capital Advisors | 55,525 | $6.25M | 1.87% | +268+0.5% | Added |
| Pine Ridge Advisers LLC | 55,500 | $6.25M | 2.03% | 00.0% | Unchanged |
| McGinn Investment Management, Inc. | 55,487 | $6.25M | 4.96% | +230.0% | Added |
| Wealth Advisory Solutions, LLC | 55,464 | $6.25M | 1.54% | +1,497+2.8% | Added |
| M&R Capital Management Inc | 55,328 | $6.23M | 1.63% | −749−1.3% | Reduced |
| American Trust | 55,149 | $6.21M | 0.50% | +74+0.1% | Added |
| KG&L Capital Management,LLC | 54,981 | $6.19M | 3.34% | +182+0.3% | Added |
| Icon Advisers Inc | 54,940 | $6.19M | 1.43% | 00.0% | Unchanged |
| Stoneridge Investment Partners LLC | 54,737 | $6.16M | 3.39% | +15,950+41.1% | Added |
| RBF Capital, LLC | 46,000 | $6.15M | 0.43% | 00.0% | Unchanged |
| Asahi Life Asset Management Co., Ltd. | 54,602 | $6.15M | 1.65% | −44,470−44.9% | Reduced |
| Rench Wealth Management, Inc. | 54,520 | $6.14M | 3.15% | +1,149+2.2% | Added |
| Meritage Portfolio Management | 54,418 | $6.13M | 0.48% | +698+1.3% | Added |
| Boyer & Corporon Wealth Management, LLC | 54,399 | $6.13M | 2.09% | +1,862+3.5% | Added |
| Cary Street Partner Investment Advisory LLC | 54,165 | $6.10M | 0.52% | +27,452+102.8% | Added |
| Radnor Capital Management, LLC | 54,120 | $6.09M | 1.67% | +200+0.4% | Added |
| Veriti Management LLC | 54,032 | $6.08M | 0.85% | +4,836+9.8% | Added |
| Harbor Investment Advisory, LLC | 53,868 | $6.07M | 0.97% | −1,253−2.3% | Reduced |
| Investment Management of Virginia LLC | 53,736 | $6.05M | 1.25% | +460+0.9% | Added |
| Lake Street Financial LLC | 53,641 | $6.04M | 1.29% | +767+1.5% | Added |
| Sanders Morris Harris LLC | 52,659 | $5.99M | 1.31% | −4,298−7.5% | Reduced |
| Capstone Financial Advisors, Inc. | 53,107 | $5.98M | 0.51% | +310+0.6% | Added |
| Jump Financial, LLC | 53,025 | $5.97M | 0.26% | +44,609+530.0% | Added |
| Cadence Bank NA | 52,959 | $5.96M | 1.93% | −1,829−3.3% | Reduced |
| Redmond Asset Management, LLC | 52,958 | $5.96M | 2.14% | +13,008+32.6% | Added |
| Sompo Asset Management Co., Ltd. | 52,880 | $5.95M | 1.51% | −970−1.8% | Reduced |
| Windward Capital Management Co | 52,756 | $5.94M | 0.64% | +315+0.6% | Added |
| Ballast Advisors LLC | 52,665 | $5.93M | 2.67% | +821+1.6% | Added |
| Pacific Global Investment Management CO | 52,658 | $5.93M | 1.40% | +1,214+2.4% | Added |
| Bangor Savings Bank | 52,617 | $5.92M | 0.64% | +11,118+26.8% | Added |
| Wright Investors Service Inc | 52,494 | $5.91M | 1.69% | −12,899−19.7% | Reduced |
| Miracle Mile Advisors, LLC | 52,385 | $5.90M | 0.28% | +23,134+79.1% | Added |
| Cardinal Capital Management | 52,364 | $5.90M | 1.35% | +800+1.6% | Added |
| Walter & Keenan Financial Consulting Co | 52,226 | $5.88M | 2.32% | −112−0.2% | Reduced |
| Resources Investment Advisors, LLC. | 52,158 | $5.87M | 0.25% | +967+1.9% | Added |
| Ascent Wealth Partners, LLC | 51,395 | $5.81M | 1.31% | −573−1.1% | Reduced |
| First Interstate Bank | 51,597 | $5.81M | 0.44% | +13,636+35.9% | Added |
| First Hawaiian Bank | 51,598 | $5.81M | 0.21% | −14,511−22.0% | Reduced |
| Hamel Associates, Inc. | 51,277 | $5.78M | 2.28% | +30+0.1% | Added |
| Churchill Management Corp | 51,255 | $5.77M | 0.14% | −589−1.1% | Reduced |
| Ami Investment Management Inc | 51,119 | $5.76M | 2.99% | +1,525+3.1% | Added |