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 |
|---|---|---|---|---|---|
| Essex Financial Services, Inc. | 51,024 | $5.75M | 0.64% | −522−1.0% | Reduced |
| EagleClaw Capital Managment, LLC | 51,004 | $5.74M | 1.56% | −593−1.1% | Reduced |
| Duality Advisers, LP | 51,003 | $5.74M | 0.57% | +51,003 | New |
| Martin Capital Partners, LLC | 50,804 | $5.72M | 2.71% | +2,793+5.8% | Added |
| Sargent Bickham Lagudis LLC | 50,717 | $5.71M | 0.49% | +473+0.9% | Added |
| Pittenger & Anderson Inc | 50,581 | $5.70M | 0.33% | +1,561+3.2% | Added |
| Avitas Wealth Management LLC | 50,378 | $5.67M | 1.24% | +2,636+5.5% | Added |
| Baldwin Investment Management, LLC | 50,362 | $5.67M | 1.94% | −1,586−3.1% | Reduced |
| Pacer Advisors, Inc. | 50,345 | $5.67M | 0.04% | −101,593−66.9% | Reduced |
| Roundview Capital LLC | 50,191 | $5.65M | 0.68% | −608−1.2% | Reduced |
| Aviance Capital Partners, LLC | 50,181 | $5.65M | 1.26% | +1,885+3.9% | Added |
| Schulhoff & Co Inc | 50,137 | $5.64M | 2.64% | +605+1.2% | Added |
| Bizma Investimentos Ltda | 50,000 | $5.63M | 4.02% | 00.0% | Unchanged |
| Tegean Capital Management, LLC | 50,000 | $5.63M | 0.25% | +50,000 | New |
| McRae Capital Management Inc | 49,766 | $5.60M | 1.52% | +2,264+4.8% | Added |
| Signaturefd, LLC | 49,757 | $5.60M | 0.19% | −972−1.9% | Reduced |
| Citizens National Bank Trust Department | 49,663 | $5.59M | 1.61% | +20,760+71.8% | Added |
| Compton Capital Management Inc | 49,640 | $5.59M | 3.08% | −26,530−34.8% | Reduced |
| Bridge Creek Capital Management LLC | 49,459 | $5.57M | 2.27% | +1,150+2.4% | Added |
| Stony Point Wealth Management Inc. | 49,368 | $5.56M | 3.63% | +1,605+3.4% | Added |
| Strategic Wealth Advisors Group, LLC | 48,814 | $5.56M | 0.23% | +2,768+6.0% | Added |
| Harrell Investment Partners, LLC | 49,181 | $5.54M | 2.26% | +2,706+5.8% | Added |
| Sound View Wealth Advisors Group, LLC | 49,146 | $5.53M | 1.16% | +1,815+3.8% | Added |
| Pariax, LLC | 48,981 | $5.52M | 6.09% | +5,510+12.7% | Added |
| JTC Employer Solutions Trusteee Ltd | 48,943 | $5.51M | 0.72% | −871−1.7% | Reduced |
| Ipswich Investment Management Co., Inc. | 48,941 | $5.51M | 1.59% | −3,496−6.7% | Reduced |
| American Money Management, LLC | 48,863 | $5.50M | 1.60% | +5,932+13.8% | Added |
| Beacon Financial Group | 47,162 | $5.50M | 0.82% | +405+0.9% | Added |
| Axxcess Wealth Management, LLC | 48,916 | $5.49M | 0.54% | +1,396+2.9% | Added |
| Covington Investment Advisors Inc. | 48,626 | $5.48M | 1.38% | −154−0.3% | Reduced |
| Gibraltar Capital Management, Inc. | 48,629 | $5.48M | 2.66% | +6,448+15.3% | Added |
| Adalta Capital Management LLC | 48,599 | $5.47M | 3.55% | −10,300−17.5% | Reduced |
| Metis Global Partners, LLC | 48,583 | $5.47M | 0.88% | +1,379+2.9% | Added |
| Harbour Capital Advisors, LLC | 48,494 | $5.46M | 1.78% | +34+0.1% | Added |
| B & T Capital Management DBA Alpha Capital Management | 48,496 | $5.46M | 1.49% | +2,396+5.2% | Added |
| Wittenberg Investment Management, Inc. | 48,292 | $5.44M | 2.30% | −150−0.3% | Reduced |
| Frisch Financial Group, Inc. | 48,289 | $5.44M | 2.10% | +590+1.2% | Added |
| Westfield Capital Management Co LP | 48,251 | $5.43M | 0.04% | +17,056+54.7% | Added |
| HGK Asset Management Inc | 48,193 | $5.43M | 1.98% | −1,360−2.7% | Reduced |
| Nixon Peabody Trust Co | 48,066 | $5.41M | 2.45% | −2,923−5.7% | Reduced |
| Elk River Wealth Management, LLC | 47,933 | $5.40M | 1.37% | −261−0.5% | Reduced |
| Stratos Wealth Advisors, LLC | 47,933 | $5.40M | 0.49% | +2,993+6.7% | Added |
| Knights of Columbus Asset Advisors LLC | 47,855 | $5.39M | 0.54% | +447+0.9% | Added |
| Whalerock Point Partners, LLC | 47,825 | $5.39M | 2.28% | +923+2.0% | Added |
| Cumberland Advisors Inc | 47,815 | $5.38M | 1.79% | −4,625−8.8% | Reduced |
| Wellington Shields & Co., LLC | 47,810 | $5.38M | 1.30% | −1,773−3.6% | Reduced |
| Wintrust Investments LLC | 47,779 | $5.38M | 0.64% | +500+1.1% | Added |
| McKinley Capital Management LLC /Delaware | 47,670 | $5.37M | 0.70% | 00.0% | Unchanged |
| Traynor Capital Management, Inc. | 47,676 | $5.37M | 0.93% | +2,668+5.9% | Added |
| Parthenon LLC | 47,592 | $5.36M | 0.91% | 00.0% | Unchanged |
| CPWM, LLC | 47,316 | $5.33M | 0.47% | +5,625+13.5% | Added |
| Garland Capital Management Inc | 47,295 | $5.33M | 3.98% | −1,195−2.5% | Reduced |
| Red Door Wealth Management, LLC | 47,183 | $5.31M | 1.97% | +1,685+3.7% | Added |
| Meridian Wealth Advisors, LLC | 47,032 | $5.30M | 1.41% | +3,366+7.7% | Added |
| Journey Advisory Group, LLC | 46,208 | $5.28M | 1.21% | +10,435+29.2% | Added |
| Berkshire Bank | 46,837 | $5.27M | 1.54% | +389+0.8% | Added |
| Eudaimonia Partners, LLC | 46,704 | $5.26M | 0.97% | −7,884−14.4% | Reduced |
| GDS Wealth Management | 46,704 | $5.26M | 1.18% | +16,979+57.1% | Added |
| Pendal Group Limited | 46,672 | $5.26M | 0.05% | +13,170+39.3% | Added |
| Asset Planning Services Inc | 46,632 | $5.25M | 3.44% | +475+1.0% | Added |
| Brave Asset Management Inc | 46,535 | $5.24M | 2.36% | +1,809+4.0% | Added |
| Hallmark Capital Management Inc | 46,421 | $5.23M | 0.49% | −57−0.1% | Reduced |
| Lake Street Advisors Group, LLC | 46,372 | $5.22M | 0.37% | +2,771+6.4% | Added |
| Baker Ellis Asset Management LLC | 46,349 | $5.22M | 1.08% | +1,413+3.1% | Added |
| Ballentine Partners, LLC | 46,210 | $5.20M | 0.18% | −1,201−2.5% | Reduced |
| Private Trust Co NA | 46,154 | $5.20M | 0.81% | −36,499−44.2% | Reduced |
| Community Bank & Trust, Waco, Texas | 45,951 | $5.17M | 1.71% | +1,477+3.3% | Added |
| Philadelphia Trust Co | 45,842 | $5.16M | 0.53% | −12,369−21.2% | Reduced |
| Davy Global Fund Management Ltd | 45,837 | $5.16M | 1.02% | −342−0.7% | Reduced |
| Gotham Asset Management, LLC | 45,745 | $5.15M | 0.17% | +6,043+15.2% | Added |
| Nelson Capital Management, LLC | 45,720 | $5.15M | 1.42% | −2,251−4.7% | Reduced |
| Strategic Wealth Designers | 45,473 | $5.12M | 1.28% | +9,173+25.3% | Added |
| Guyasuta Investment Advisors Inc | 45,373 | $5.11M | 0.40% | +1,361+3.1% | Added |
| Cutler Group LP | 45,357 | $5.11M | 0.70% | +24,773+120.4% | Added |
| Farmers & Merchants Trust Co of Long Beach | 45,350 | $5.11M | 1.56% | +440+1.0% | Added |
| Kempen Capital Management N.V. | 45,327 | $5.10M | 0.18% | +2,205+5.1% | Added |
| Vident Investment Advisory, LLC | 45,229 | $5.09M | 0.15% | +5,882+14.9% | Added |
| Smithbridge Asset Management Inc | 45,185 | $5.09M | 1.97% | +273+0.6% | Added |
| Selway Asset Management | 44,920 | $5.06M | 2.81% | +900+2.0% | Added |
| Exchange Traded Concepts, LLC | 44,806 | $5.05M | 0.15% | +4,123+10.1% | Added |
| Paradigm Asset Management Co LLC | 44,591 | $5.02M | 1.54% | +5,100+12.9% | Added |
| Harbor Advisory Corp | 44,580 | $5.02M | 2.20% | +12,264+38.0% | Added |
| Assenagon Asset Management S.A. | 44,514 | $5.01M | 0.02% | +804+1.8% | Added |
| Brown Miller Wealth Management, LLC | 44,323 | $4.99M | 3.40% | +510+1.2% | Added |
| Boothbay Fund Management, LLC | 44,292 | $4.99M | 0.17% | +44,292 | New |
| Strategic Advisors LLC | 44,269 | $4.99M | 1.04% | +915+2.1% | Added |
| Alpha Omega Wealth Management LLC | 44,156 | $4.97M | 0.89% | +6,492+17.2% | Added |
| Marietta Wealth Management, LLC | 44,007 | $4.96M | 1.20% | +1,390+3.3% | Added |
| Gamble Jones Investment Counsel | 43,997 | $4.96M | 0.37% | +641+1.5% | Added |
| Souders Financial Advisors | 43,929 | $4.95M | 1.42% | +7,909+22.0% | Added |
| Parkwood LLC | 43,703 | $4.92M | 0.98% | +2,885+7.1% | Added |
| LVW Advisors, LLC | 43,666 | $4.92M | 1.03% | +1,320+3.1% | Added |
| DT Investment Partners, LLC | 43,541 | $4.90M | 0.73% | +1,924+4.6% | Added |
| PFG Advisors | 43,501 | $4.90M | 0.55% | +2,628+6.4% | Added |
| Shorepoint Capital Partners LLC | 43,488 | $4.90M | 2.07% | +3,208+8.0% | Added |
| Greenline Partners, LLC | 43,426 | $4.89M | 1.06% | −40−0.1% | Reduced |
| Desjardins Global Asset Management Inc. | 43,389 | $4.89M | 0.64% | −68,299−61.2% | Reduced |
| Univest Financial Corp | 43,343 | $4.88M | 1.59% | +1,752+4.2% | Added |
| Fulton Bank, N.A. | 43,225 | $4.87M | 0.27% | +1,280+3.1% | Added |
| Meeder Asset Management Inc | 43,224 | $4.87M | 0.28% | +5,186+13.6% | Added |