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; 5,158 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 | 5,158 | $643.7B |
| Q1 2026 | 5,103 | $572.0B |
| Q4 2025 | 5,154 | $639.5B |
| Q3 2025 | 4,765 | $618.0B |
| Q2 2025 | 4,752 | $582.4B |
| Q1 2025 | 4,679 | $494.6B |
| Q4 2024 | 4,680 | $490.0B |
| Q3 2024 | 4,215 | $429.4B |
| Q2 2024 | 4,181 | $416.2B |
| Q1 2024 | 4,120 | $414.5B |
| Q4 2023 | 4,001 | $351.8B |
| Q3 2023 | 3,710 | $297.0B |
| Q2 2023 | 3,672 | $297.6B |
| Q1 2023 | 3,612 | $266.3B |
| Q4 2022 | 3,628 | $278.3B |
| Q3 2022 | 3,395 | $212.9B |
| Q2 2022 | 3,427 | $229.3B |
| Q1 2022 | 3,519 | $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 |
|---|---|---|---|---|---|
| Townsend Asset Management Corp | 32,866 | $3.70M | 1.91% | −834−2.5% | Reduced |
| Pathstone Family Office, LLC | 32,767 | $3.69M | 0.08% | +10,223+45.3% | Added |
| Seven Eight Capital, LP | 32,675 | $3.68M | 1.48% | −679−2.0% | Reduced |
| Westover Capital Advisors, LLC | 32,622 | $3.67M | 1.35% | +1,076+3.4% | Added |
| Jaffetilchin Investment Partners, LLC | 32,622 | $3.67M | 0.44% | +4,892+17.6% | Added |
| Mitchell McLeod Pugh & Williams Inc | 32,602 | $3.67M | 1.42% | −618−1.9% | Reduced |
| Smithfield Trust Co | 32,515 | $3.67M | 0.26% | +1,614+5.2% | Added |
| Ahl Investment Management, Inc. | 32,559 | $3.67M | 3.69% | +140.0% | Added |
| Capital Insight Partners, LLC | 32,532 | $3.66M | 0.86% | +1,175+3.7% | Added |
| MTM Investment Management, LLC | 32,014 | $3.65M | 1.97% | +116+0.4% | Added |
| Walled Lake Planning & Wealth Management, LLC | 32,408 | $3.65M | 2.51% | +1,534+5.0% | Added |
| Intersect Capital LLC | 32,301 | $3.64M | 1.10% | −7,445−18.7% | Reduced |
| Paradigm Financial Partners, LLC | 31,703 | $3.64M | 1.09% | +80+0.3% | Added |
| Bill Few Associates, Inc. | 32,261 | $3.63M | 2.32% | +693+2.2% | Added |
| Financial Advisory Partners, LLC | 32,219 | $3.63M | 1.50% | +6,162+23.6% | Added |
| Forte Capital LLC | 32,217 | $3.63M | 0.63% | −1,963−5.7% | Reduced |
| Ascent Group, LLC | 31,424 | $3.63M | 0.43% | +2,002+6.8% | Added |
| Wealth Effects LLC | 32,143 | $3.62M | 2.18% | +396+1.2% | Added |
| Bedel Financial Consulting, Inc. | 32,134 | $3.62M | 1.06% | +230+0.7% | Added |
| Family Legacy, Inc. | 32,033 | $3.62M | 1.72% | +200+0.6% | Added |
| K.J. Harrison & Partners Inc | 32,005 | $3.61M | 0.97% | −700−2.1% | Reduced |
| PDS Planning, Inc | 31,958 | $3.60M | 0.65% | +3,651+12.9% | Added |
| Vaughan Nelson Investment Management, L.P. | 31,895 | $3.59M | 0.05% | 00.0% | Unchanged |
| Lee Danner & Bass Inc | 31,888 | $3.59M | 0.36% | +2,653+9.1% | Added |
| Scissortail Wealth Management, LLC | 22,677 | $3.59M | 1.38% | −2,126−8.6% | Reduced |
| Security National Bank | 31,801 | $3.58M | 1.00% | +4,568+16.8% | Added |
| Altrius Capital Management Inc | 31,767 | $3.58M | 1.16% | +31,767 | New |
| Silvant Capital Management LLC | 31,685 | $3.57M | 0.86% | −403−1.3% | Reduced |
| Bank Ozk | 31,677 | $3.57M | 1.80% | −195−0.6% | Reduced |
| Duff & Phelps Investment Management Co | 31,665 | $3.57M | 0.04% | +170+0.5% | Added |
| CAPROCK Group, Inc. | 31,646 | $3.56M | 0.35% | +1,678+5.6% | Added |
| Sciencast Management LP | 31,002 | $3.56M | 0.80% | +31,002 | New |
| Parcion Private Wealth LLC | 30,984 | $3.56M | 0.36% | −2,015−6.1% | Reduced |
| Soltis Investment Advisors LLC | 31,579 | $3.56M | 0.52% | +6,215+24.5% | Added |
| Symmetry Partners, LLC | 31,524 | $3.55M | 0.24% | −1,149−3.5% | Reduced |
| Marcum Wealth, LLC | 31,522 | $3.55M | 0.53% | +1,822+6.1% | Added |
| Cary Street Partners Asset Management LLC | 31,528 | $3.55M | 0.83% | +7,874+33.3% | Added |
| Consolidated Planning Corp | 31,473 | $3.54M | 1.11% | +27,287+651.9% | Added |
| V Wealth Advisors LLC | 31,428 | $3.54M | 0.67% | +997+3.3% | Added |
| Triangle Securities Wealth Management | 31,422 | $3.54M | 1.38% | +870+2.8% | Added |
| Icon Wealth Partners, LLC | 31,371 | $3.53M | 0.42% | −29,067−48.1% | Reduced |
| Brightworth | 31,366 | $3.53M | 0.38% | +3,148+11.2% | Added |
| Centre Asset Management, LLC | 31,334 | $3.53M | 0.94% | +9,529+43.7% | Added |
| Argent Advisors, Inc. | 31,306 | $3.52M | 1.98% | +7,994+34.3% | Added |
| GM Advisory Group, Inc. | 31,271 | $3.52M | 0.55% | −2,376−7.1% | Reduced |
| Cohen Lawrence B | 31,201 | $3.51M | 2.50% | +421+1.4% | Added |
| Hixon Zuercher, LLC | 31,194 | $3.51M | 2.28% | +1,019+3.4% | Added |
| Wealthsource Partners, LLC | 31,167 | $3.51M | 0.26% | −25,425−44.9% | Reduced |
| Blue Zone Wealth Advisors, LLC | 31,134 | $3.51M | 1.59% | 00.0% | Unchanged |
| Account Management LLC | 31,080 | $3.50M | 4.26% | −47−0.2% | Reduced |
| Trust Asset Management LLC | 31,060 | $3.50M | 0.49% | +1,195+4.0% | Added |
| Addison Capital Co | 31,048 | $3.50M | 2.04% | −487−1.5% | Reduced |
| RBA Wealth Management, LLC | 30,986 | $3.49M | 1.93% | +1,757+6.0% | Added |
| Hamilton Point Investment Advisors, LLC | 30,961 | $3.49M | 1.01% | +245+0.8% | Added |
| Brooks, Moore & Associates, Inc. | 30,968 | $3.49M | 2.51% | +2,794+9.9% | Added |
| J.W. Cole Advisors, Inc. | 30,941 | $3.48M | 0.28% | −822−2.6% | Reduced |
| Pegasus Asset Management, Inc. | 30,933 | $3.48M | 1.89% | −879−2.8% | Reduced |
| Lauterbach Financial Advisors, LLC | 30,866 | $3.48M | 3.30% | −314−1.0% | Reduced |
| Investors Asset Management of Georgia Inc | 30,858 | $3.48M | 1.80% | +302+1.0% | Added |
| apricus wealth, LLC | 30,836 | $3.47M | 3.18% | +2,308+8.1% | Added |
| Boston Financial Mangement LLC | 30,775 | $3.47M | 0.15% | +4,602+17.6% | Added |
| Ameritas Advisory Services, LLC | 30,748 | $3.46M | 0.20% | +1,755+6.1% | Added |
| Summit Financial, LLC | 30,694 | $3.46M | 0.32% | −570−1.8% | Reduced |
| Green Square Capital Advisors LLC | 30,687 | $3.46M | 0.63% | −110−0.4% | Reduced |
| Kore Private Wealth LLC | 30,679 | $3.46M | 0.53% | +340+1.1% | Added |
| Congress Park Capital LLC | 30,677 | $3.46M | 2.22% | +532+1.8% | Added |
| Baker Tilly Wealth Management, LLC | 30,681 | $3.46M | 0.45% | +713+2.4% | Added |
| Flagship Harbor Advisors, LLC | 30,651 | $3.45M | 0.39% | +2,788+10.0% | Added |
| Allen Capital Group, LLC | 30,595 | $3.44M | 0.70% | +1,074+3.6% | Added |
| Y-Intercept (Hong Kong) Ltd | 30,552 | $3.44M | 0.45% | +22,961+302.5% | Added |
| First Nebraska Trust Co | 30,511 | $3.44M | 0.45% | −40−0.1% | Reduced |
| Dixon Hubard Feinour & Brown Inc | 30,400 | $3.42M | 0.41% | −1,777−5.5% | Reduced |
| Capital Asset Advisory Services LLC | 30,377 | $3.42M | 0.38% | −1,164−3.7% | Reduced |
| McBroom & Associates, LLC | 30,172 | $3.40M | 3.70% | −294−1.0% | Reduced |
| Udine Wealth Management, Inc. | 30,049 | $3.38M | 6.13% | +3,050+11.3% | Added |
| Monetta Financial Services Inc | 30,000 | $3.38M | 3.54% | 00.0% | Unchanged |
| Allen Holding Inc | 30,000 | $3.38M | 0.48% | 00.0% | Unchanged |
| Bleichroeder LP | 30,000 | $3.38M | 0.70% | 00.0% | Unchanged |
| Nikulski Financial, Inc. | 29,966 | $3.37M | 1.67% | +460+1.6% | Added |
| Rosenblum Silverman Sutton S F Inc | 29,953 | $3.37M | 1.10% | +66+0.2% | Added |
| Brandywine Oak Private Wealth LLC | 29,883 | $3.37M | 0.43% | +150+0.5% | Added |
| Bank Hapoalim BM | 29,851 | $3.36M | 0.43% | +5,552+22.8% | Added |
| Doliver Advisors, LP | 29,727 | $3.35M | 1.19% | +4,555+18.1% | Added |
| Supplemental Annuity Collective Trust of NJ | 29,700 | $3.35M | 1.34% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 29,664 | $3.34M | 0.43% | −108−0.4% | Reduced |
| Fund Management at Engine No. 1 LLC | 29,656 | $3.34M | 0.88% | +4,637+18.5% | Added |
| Amarillo National Bank | 29,573 | $3.33M | 0.74% | +31+0.1% | Added |
| Citizens & Northern Corp | 29,565 | $3.33M | 1.45% | −1,010−3.3% | Reduced |
| United Bank | 29,550 | $3.33M | 2.07% | +2,691+10.0% | Added |
| Sawtooth Solutions, LLC | 29,536 | $3.33M | 0.43% | +7,450+33.7% | Added |
| Arete Wealth Advisors, LLC | 29,504 | $3.33M | 0.36% | +3,132+11.9% | Added |
| Regal Investment Advisors LLC | 29,510 | $3.32M | 0.35% | +1,076+3.8% | Added |
| Americana Partners, LLC | 29,840 | $3.32M | 0.59% | +1,471+5.2% | Added |
| Bogart Wealth, LLC | 29,432 | $3.31M | 0.29% | +6,218+26.8% | Added |
| Claro Advisors LLC | 29,407 | $3.31M | 1.32% | +3,493+13.5% | Added |
| SeaBridge Investment Advisors LLC | 29,366 | $3.31M | 1.06% | +716+2.5% | Added |
| West Branch Capital LLC | 29,311 | $3.30M | 1.91% | −70−0.2% | Reduced |
| Andesa Financial Management Inc. | 29,286 | $3.30M | 2.08% | −1,679−5.4% | Reduced |
| Winning Points Advisors, LLC | 29,303 | $3.30M | 3.62% | +527+1.8% | Added |
| Brick & Kyle, Associates | 35,031 | $3.29M | 1.85% | +318+0.9% | Added |