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 |
|---|---|---|---|---|---|
| Premier Fund Managers Ltd | 42,201 | $4.87M | 0.22% | −399−0.9% | Reduced |
| City Holding Co | 43,181 | $4.86M | 0.92% | −144−0.3% | Reduced |
| BDO Wealth Advisors, LLC | 43,158 | $4.86M | 0.60% | −1,195−2.7% | Reduced |
| SevenBridge Financial Group, LLC | 43,162 | $4.86M | 1.97% | +793+1.9% | Added |
| Abbrea Capital, LLC | 43,011 | $4.84M | 0.81% | −2,013−4.5% | Reduced |
| Global Retirement Partners, LLC | 42,942 | $4.84M | 0.39% | −3,626−7.8% | Reduced |
| Centaurus Financial, Inc. | 42,825 | $4.82M | 0.48% | +2,888+7.2% | Added |
| Graham Capital Management, L.P. | 42,739 | $4.81M | 0.22% | +6,365+17.5% | Added |
| Boyd Watterson Asset Management LLC | 42,690 | $4.81M | 2.05% | −364−0.8% | Reduced |
| Optimas Capital Ltd | 42,600 | $4.80M | 5.89% | +42,600 | New |
| IHT Wealth Management, LLC | 42,558 | $4.79M | 0.42% | +7,781+22.4% | Added |
| QV Investors Inc. | 42,440 | $4.78M | 0.44% | −5,470−11.4% | Reduced |
| Granite Investment Partners, LLC | 42,299 | $4.76M | 0.20% | −5,555−11.6% | Reduced |
| American National Bank | 42,248 | $4.76M | 1.14% | −31−0.1% | Reduced |
| Stokes Capital Advisors, LLC | 42,244 | $4.76M | 1.66% | +417+1.0% | Added |
| Concentric Wealth Management, LLC | 42,239 | $4.76M | 1.60% | +810+2.0% | Added |
| Argyle Capital Management Inc. | 42,227 | $4.75M | 1.71% | +215+0.5% | Added |
| Mitchell Capital Management Co | 42,007 | $4.73M | 1.33% | +1,337+3.3% | Added |
| Bradley & Co. Private Wealth Management, LLC | 41,986 | $4.73M | 5.21% | +936+2.3% | Added |
| Intrust Bank NA | 41,965 | $4.73M | 0.68% | +1,138+2.8% | Added |
| Cornerstone Wealth Group, LLC | 41,900 | $4.72M | 0.99% | +4,575+12.3% | Added |
| Arjuna Capital | 41,765 | $4.70M | 2.28% | +321+0.8% | Added |
| Cornercap Investment Counsel Inc | 41,728 | $4.70M | 0.82% | +3,232+8.4% | Added |
| Somerset Trust Co | 41,691 | $4.70M | 2.06% | +391+0.9% | Added |
| Northwest Bancshares, Inc. | 41,697 | $4.70M | 1.06% | +2,841+7.3% | Added |
| Abbot Financial Management, Inc. | 41,683 | $4.69M | 2.84% | +427+1.0% | Added |
| LeJeune Puetz Investment Counsel LLC | 41,622 | $4.69M | 1.82% | +2,001+5.1% | Added |
| Wilson Asset Management (International) Pty Ltd | 41,597 | $4.68M | 1.40% | −19,240−31.6% | Reduced |
| Laurel Wealth Advisors, Inc. | 41,530 | $4.68M | 0.48% | −634−1.5% | Reduced |
| Van Strum & Towne Inc. | 41,460 | $4.67M | 1.99% | −175−0.4% | Reduced |
| Arden Trust Co | 41,449 | $4.67M | 1.07% | −2,523−5.7% | Reduced |
| Bowling Portfolio Management LLC | 41,412 | $4.66M | 1.18% | +5,961+16.8% | Added |
| Fluent Financial, LLC | 41,384 | $4.66M | 2.39% | +1,200+3.0% | Added |
| Principal Street Partners, LLC | 41,384 | $4.66M | 1.21% | +8,045+24.1% | Added |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 41,320 | $4.65M | 3.16% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 41,308 | $4.65M | 0.33% | +320+0.8% | Added |
| Ameritas Investment Partners, Inc. | 41,093 | $4.63M | 0.20% | −1,464−3.4% | Reduced |
| Bristlecone Advisors, LLC | 41,038 | $4.62M | 0.57% | +2,556+6.6% | Added |
| Lincoln Capital Corp | 40,846 | $4.60M | 2.97% | +243+0.6% | Added |
| Ritholtz Wealth Management | 40,838 | $4.60M | 0.29% | +8,712+27.1% | Added |
| Asset Dedication, LLC | 41,020 | $4.60M | 0.68% | +1,250+3.1% | Added |
| Monticello Wealth Management, LLC | 40,672 | $4.58M | 0.50% | −136−0.3% | Reduced |
| Charles Carroll Financial Partners, LLC | 40,625 | $4.58M | 5.98% | +300+0.7% | Added |
| David Loasby | 39,875 | $4.57M | 0.68% | +55+0.1% | Added |
| Jacobi Capital Management LLC | 40,566 | $4.57M | 0.61% | +1,776+4.6% | Added |
| Burleson & Company, LLC | 40,553 | $4.57M | 1.00% | +2,961+7.9% | Added |
| Peloton Wealth Strategists | 40,449 | $4.55M | 2.22% | +600+1.5% | Added |
| White Pine Investment CO | 40,439 | $4.55M | 1.80% | +105+0.3% | Added |
| Waldron Private Wealth LLC | 40,406 | $4.55M | 0.26% | +1,314+3.4% | Added |
| Monetary Management Group Inc | 40,379 | $4.55M | 1.43% | +6,090+17.8% | Added |
| Opus Investment Management Inc | 40,350 | $4.54M | 0.98% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 40,275 | $4.54M | 0.54% | −16,028−28.5% | Reduced |
| First Washington CORP | 40,233 | $4.53M | 2.10% | +40,233 | New |
| M Holdings Securities, Inc. | 40,155 | $4.52M | 0.46% | +1,117+2.9% | Added |
| Patient Capital Management, LLC | 40,100 | $4.52M | 2.20% | +4,000+11.1% | Added |
| RFG Advisory, LLC | 38,937 | $4.51M | 0.26% | +10,925+39.0% | Added |
| United Fire Group Inc | 40,000 | $4.50M | 2.76% | −17,736−30.7% | Reduced |
| Mandatum Life Insurance Co Ltd | 40,000 | $4.50M | 1.01% | +3,399+9.3% | Added |
| Fairfield, Bush & Co. | 39,960 | $4.50M | 2.65% | −4,451−10.0% | Reduced |
| Checchi Capital Advisers, LLC | 38,812 | $4.48M | 0.44% | +1,003+2.7% | Added |
| Avantax Planning Partners, Inc. | 39,759 | $4.48M | 0.19% | +4,121+11.6% | Added |
| Oxford Financial Group Ltd | 39,725 | $4.47M | 0.66% | −563−1.4% | Reduced |
| Chronos Wealth Management, LLC | 39,707 | $4.47M | 3.35% | +537+1.4% | Added |
| Consolidated Investment Group LLC | 39,692 | $4.47M | 0.85% | 00.0% | Unchanged |
| Howland Capital Management LLC | 39,513 | $4.45M | 0.27% | +1,110+2.9% | Added |
| Kinneret Advisory, LLC | 39,432 | $4.44M | 0.58% | +835+2.2% | Added |
| Budros, Ruhlin & Roe, Inc. | 39,412 | $4.44M | 0.53% | −33−0.1% | Reduced |
| Chicago Trust Co NA | 39,365 | $4.43M | 1.12% | +4,674+13.5% | Added |
| Semmax Financial Advisors Inc. | 37,430 | $4.43M | 1.81% | +33,161+776.8% | Added |
| Mechanics Bank Trust Department | 39,222 | $4.42M | 0.79% | +163+0.4% | Added |
| Patton Albertson Miller Group, LLC | 39,187 | $4.41M | 0.90% | +206+0.5% | Added |
| Shepherd Financial Partners LLC | 39,137 | $4.41M | 0.86% | +1,168+3.1% | Added |
| Carderock Capital Management Inc | 38,996 | $4.39M | 1.83% | +9,320+31.4% | Added |
| Institutional & Family Asset Management, LLC | 38,746 | $4.36M | 0.76% | +1,854+5.0% | Added |
| Sitrin Capital Management LLC | 38,728 | $4.36M | 2.78% | −723−1.8% | Reduced |
| Schmidt P J Investment Management Inc | 37,754 | $4.36M | 0.95% | +102+0.3% | Added |
| Huber Capital Management LLC | 38,679 | $4.36M | 1.22% | −48−0.1% | Reduced |
| Schechter Investment Advisors, LLC | 38,655 | $4.35M | 0.42% | +4,146+12.0% | Added |
| Global Wealth Management Investment Advisory, Inc. | 38,593 | $4.35M | 1.47% | +6,475+20.2% | Added |
| NatWest Group plc | 38,410 | $4.33M | 2.45% | +2,080+5.7% | Added |
| Joel Isaacson & Co., LLC | 38,350 | $4.32M | 0.36% | −515−1.3% | Reduced |
| Advanced Asset Management Advisors Inc | 38,294 | $4.31M | 1.11% | +45+0.1% | Added |
| Tokio Marine Asset Management Co Ltd | 38,105 | $4.29M | 0.38% | +6,151+19.2% | Added |
| Werlinich Asset Management, LLC | 38,065 | $4.29M | 4.01% | −200−0.5% | Reduced |
| Laurion Capital Management LP | 38,065 | $4.29M | 0.18% | +34,092+858.1% | Added |
| Source Financial Advisors LLC | 37,973 | $4.28M | 1.68% | +192+0.5% | Added |
| Cigna Investments Inc | 37,947 | $4.27M | 0.86% | −14,175−27.2% | Reduced |
| NEIRG Wealth Management, LLC | 37,917 | $4.27M | 0.93% | +3,639+10.6% | Added |
| R.m.sincerbeaux Capital Management LLC | 37,890 | $4.27M | 3.13% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 37,885 | $4.27M | 0.69% | −1,280−3.3% | Reduced |
| Fusion Capital, LLC | 37,844 | $4.26M | 2.63% | – | – |
| Sandhill Capital Partners LLC | 37,824 | $4.26M | 0.46% | +20,806+122.3% | Added |
| Stillwater Investment Management, LLC | 37,769 | $4.25M | 1.26% | +821+2.2% | Added |
| Concorde Financial Corp | 37,649 | $4.24M | 4.74% | +6,225+19.8% | Added |
| NewSquare Capital LLC | 37,518 | $4.22M | 0.54% | +3,757+11.1% | Added |
| MSD Partners, L.P. | 37,500 | $4.22M | 0.32% | 00.0% | Unchanged |
| tru Independence LLC | 37,485 | $4.22M | 1.36% | +7,885+26.6% | Added |
| Bridgewater Advisors Inc. | 37,432 | $4.21M | 0.87% | −279−0.7% | Reduced |
| LSV Asset Management | 37,300 | $4.20M | 0.01% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 37,220 | $4.19M | 0.92% | +1,663+4.7% | Added |