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 |
|---|---|---|---|---|---|
| Horan Capital Advisors, LLC. | 37,111 | $4.18M | 1.94% | +129+0.3% | Added |
| Permanens Capital L.P. | 37,091 | $4.18M | 0.84% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 37,096 | $4.18M | 1.02% | +3,942+11.9% | Added |
| Vectors Research Management, LLC | 37,067 | $4.17M | 1.06% | −3,631−8.9% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 37,045 | $4.17M | 0.42% | +683+1.9% | Added |
| Excalibur Management Corp | 36,961 | $4.16M | 2.17% | −307−0.8% | Reduced |
| Next Level Private LLC | 36,942 | $4.16M | 1.60% | −1,302−3.4% | Reduced |
| Chemistry Wealth Management LLC | 36,942 | $4.16M | 1.60% | −214−0.6% | Reduced |
| Trustcore Financial Services, LLC | 36,911 | $4.16M | 0.39% | +1,444+4.1% | Added |
| Magnus Financial Group LLC | 36,840 | $4.15M | 0.76% | +2,965+8.8% | Added |
| Bessemer Securities LLC | 36,831 | $4.15M | 1.45% | +7,050+23.7% | Added |
| Harbour Investments, Inc. | 36,831 | $4.15M | 0.28% | +36,831 | New |
| Systematic Alpha Investments, LLC | 36,804 | $4.14M | 0.23% | −5,200−12.4% | Reduced |
| Founders Capital Management | 36,801 | $4.14M | 3.27% | +11,235+43.9% | Added |
| Capital Analysts, LLC | 36,747 | $4.14M | 0.29% | +450+1.2% | Added |
| Strategic Wealth Partners, Ltd. | 36,746 | $4.14M | 0.89% | +1,056+3.0% | Added |
| Exchange Capital Management, Inc. | 36,730 | $4.14M | 0.90% | +4,488+13.9% | Added |
| Rpo LLC | 36,707 | $4.13M | 1.12% | +36,707 | New |
| Van Eck Associates Corp | 36,673 | $4.13M | 0.01% | +8,847+31.8% | Added |
| Eagle Asset Management Inc | 36,604 | $4.12M | 0.03% | −774,657−95.5% | Reduced |
| Bank of New Hampshire | 36,601 | $4.12M | 1.19% | −3,105−7.8% | Reduced |
| MidWestOne Financial Group, Inc. | 36,472 | $4.11M | 1.02% | +2,530+7.5% | Added |
| Hedeker Wealth, LLC | 35,858 | $4.11M | 1.42% | −2,755−7.1% | Reduced |
| Coerente Capital Management | 36,449 | $4.10M | 0.92% | +995+2.8% | Added |
| Connable Office Inc | 36,422 | $4.10M | 0.63% | 00.0% | Unchanged |
| Canal Capital Management, LLC | 36,411 | $4.10M | 1.22% | +2,869+8.6% | Added |
| Chemung Canal Trust Co | 36,347 | $4.09M | 0.93% | −1,192−3.2% | Reduced |
| TrinityPoint Wealth, LLC | 36,328 | $4.09M | 0.90% | +160+0.4% | Added |
| Clarius Group, LLC | 36,277 | $4.08M | 0.41% | +717+2.0% | Added |
| Duncker Streett & Co Inc | 36,241 | $4.08M | 0.98% | −192−0.5% | Reduced |
| Focus Financial Network, Inc. | 36,222 | $4.08M | 0.34% | +29+0.1% | Added |
| Providence Capital Advisors, LLC | 36,167 | $4.07M | 1.19% | −1,671−4.4% | Reduced |
| Varma Mutual Pension Insurance Co | 36,125 | $4.07M | 0.07% | 00.0% | Unchanged |
| Peterson Wealth Services | 36,118 | $4.07M | 2.93% | +2,947+8.9% | Added |
| GFS Advisors, LLC | 36,073 | $4.06M | 0.91% | +18,955+110.7% | Added |
| Unison Asset Management LLC | 35,929 | $4.05M | 3.95% | +3,302+10.1% | Added |
| Baugh & Associates, LLC | 35,909 | $4.04M | 2.72% | −402−1.1% | Reduced |
| Close Asset Management Ltd | 35,841 | $4.04M | 0.19% | −37,418−51.1% | Reduced |
| Cottage Street Advisors LLC | 35,692 | $4.02M | 3.02% | −975−2.7% | Reduced |
| HNP Capital LLC | 35,460 | $3.99M | 1.10% | −2,979−7.7% | Reduced |
| Buckhead Capital Management LLC | 35,413 | $3.99M | 0.99% | −807−2.2% | Reduced |
| Legacy Financial Advisors, Inc. | 35,361 | $3.98M | 0.99% | +1,032+3.0% | Added |
| Lakeview Capital Partners, LLC | 35,230 | $3.97M | 2.28% | +2,223+6.7% | Added |
| Family Management Corp | 35,072 | $3.95M | 1.12% | −2,682−7.1% | Reduced |
| Augustine Asset Management Inc | 34,985 | $3.94M | 2.42% | −2,847−7.5% | Reduced |
| Edgestream Partners, L.P. | 34,951 | $3.94M | 0.31% | −15,094−30.2% | Reduced |
| Kavar Capital Partners Group, LLC | 34,878 | $3.93M | 0.91% | +2,129+6.5% | Added |
| Ronald Blue Trust, Inc. | 28,770 | $3.92M | 0.06% | +28,770 | New |
| AdvisorNet Financial, Inc | 34,813 | $3.92M | 0.39% | −4,656−11.8% | Reduced |
| Grandfield & Dodd, LLC | 34,776 | $3.92M | 0.31% | −250−0.7% | Reduced |
| ARGI Investment Services, LLC | 34,810 | $3.92M | 0.13% | +2,059+6.3% | Added |
| Country Club Bank | 33,940 | $3.91M | 0.36% | +1,465+4.5% | Added |
| Wasatch Advisors Inc | 34,709 | $3.91M | 0.02% | +500+1.5% | Added |
| E&G Advisors, LP | 34,652 | $3.90M | 1.32% | +350+1.0% | Added |
| Montecito Bank & Trust | 34,634 | $3.90M | 0.93% | −3,812−9.9% | Reduced |
| Comerica Securities,inc. | 34,546 | $3.89M | 0.29% | +3,926+12.8% | Added |
| Washington Trust Advisors, Inc. | 34,540 | $3.89M | 0.34% | −2,647−7.1% | Reduced |
| Exencial Wealth Advisors, LLC | 34,499 | $3.88M | 0.22% | +2,365+7.4% | Added |
| Essex LLC | 34,495 | $3.88M | 1.20% | +930+2.8% | Added |
| Quadrant Capital Group LLC | 34,383 | $3.87M | 0.52% | +1,673+5.1% | Added |
| Strategic Financial Services, Inc, | 34,340 | $3.87M | 0.33% | −853−2.4% | Reduced |
| BOK Financial Private Wealth, Inc. | 34,332 | $3.87M | 0.34% | −22,738−39.8% | Reduced |
| Boston Research & Management Inc | 34,223 | $3.85M | 1.25% | +1,280+3.9% | Added |
| Summit Global Investments | 34,183 | $3.85M | 0.34% | −1,100−3.1% | Reduced |
| Redwood Investments, LLC | 34,154 | $3.85M | 0.43% | −11,434−25.1% | Reduced |
| Baader Bank INC | 34,125 | $3.84M | 0.38% | 00.0% | Unchanged |
| Headinvest, LLC | 34,102 | $3.84M | 0.85% | −142−0.4% | Reduced |
| First Personal Financial Services | 34,072 | $3.84M | 1.07% | +1,641+5.1% | Added |
| JB Capital LLC | 34,008 | $3.83M | 0.41% | +1,780+5.5% | Added |
| Stone Point Wealth LLC | 34,006 | $3.83M | 2.29% | +316+0.9% | Added |
| CSS LLC | 34,000 | $3.83M | 0.18% | +4,000+13.3% | Added |
| Annex Advisory Services, LLC | 33,975 | $3.83M | 0.28% | +1,392+4.3% | Added |
| Wealthspire Advisors, LLC | 33,928 | $3.82M | 0.08% | +7,276+27.3% | Added |
| BerganKDV Wealth Management, LLC | 33,916 | $3.82M | 0.44% | +24,649+266.0% | Added |
| Good Life Advisors, LLC | 33,904 | $3.82M | 0.53% | +1,367+4.2% | Added |
| DF Dent & Co Inc | 33,831 | $3.81M | 0.05% | −3,866−10.3% | Reduced |
| TFG Advisers LLC | 33,745 | $3.80M | 2.02% | +929+2.8% | Added |
| Hohimer Wealth Management, LLC | 33,698 | $3.79M | 1.12% | −7,234−17.7% | Reduced |
| Brighton Jones LLC | 33,694 | $3.79M | 0.22% | −253−0.7% | Reduced |
| Capital Investment Advisory Services, LLC | 33,628 | $3.79M | 0.46% | +1,684+5.3% | Added |
| Equitable Trust Co | 33,611 | $3.79M | 0.28% | −3,218−8.7% | Reduced |
| Hodges Capital Management Inc. | 33,610 | $3.78M | 0.38% | +863+2.6% | Added |
| Balentine LLC | 33,545 | $3.78M | 0.14% | −5,646−14.4% | Reduced |
| Karp Capital Management Corp | 33,542 | $3.78M | 0.67% | −3,146−8.6% | Reduced |
| Creegan & Nassoura Financial Group, LLC | 33,544 | $3.78M | 3.18% | +8,590+34.4% | Added |
| TRUE Private Wealth Advisors | 33,463 | $3.77M | 0.55% | +974+3.0% | Added |
| NTV Asset Management LLC | 33,430 | $3.77M | 0.74% | −45−0.1% | Reduced |
| Monarch Capital Management Inc | 33,315 | $3.75M | 1.12% | −10.0% | Reduced |
| Pinnacle Bancorp, Inc. | 33,300 | $3.75M | 1.54% | +93+0.3% | Added |
| Meridian Management Co | 33,262 | $3.75M | 1.45% | +274+0.8% | Added |
| Lincoln Capital LLC | 33,224 | $3.74M | 1.05% | +1,736+5.5% | Added |
| Toroso Investments, LLC | 33,190 | $3.74M | 0.14% | −5,944−15.2% | Reduced |
| SOL Capital Management CO | 33,187 | $3.74M | 0.76% | +3,130+10.4% | Added |
| SeaCrest Wealth Management, LLC | 33,113 | $3.73M | 0.47% | +115+0.3% | Added |
| Patten Group, Inc. | 32,441 | $3.72M | 1.19% | +85+0.3% | Added |
| Kentucky Farm Bureau Mutual Insurance Co | 33,000 | $3.72M | 1.21% | 00.0% | Unchanged |
| Lafayette Investments, Inc. | 32,955 | $3.71M | 1.07% | +2,470+8.1% | Added |
| Laidlaw Wealth Management LLC | 32,949 | $3.71M | 0.76% | +2,148+7.0% | Added |
| Bell & Brown Wealth Advisors, LLC | 32,927 | $3.71M | 1.98% | −41−0.1% | Reduced |
| Zuckerman Investment Group, LLC | 32,871 | $3.70M | 0.67% | +2,484+8.2% | Added |