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 |
|---|---|---|---|---|---|
| Wisconsin Capital Management LLC | 29,149 | $3.28M | 2.20% | +754+2.7% | Added |
| BNC Wealth Management, LLC | 29,127 | $3.28M | 1.71% | +22,914+368.8% | Added |
| Arkadios Wealth Advisors | 29,066 | $3.27M | 0.49% | +2,094+7.8% | Added |
| Change Path, LLC | 29,044 | $3.27M | 0.18% | −2,356−7.5% | Reduced |
| Mountain Pacific Investment Advisers Inc | 29,048 | $3.27M | 0.25% | −945−3.2% | Reduced |
| Herold Advisors, Inc. | 29,053 | $3.27M | 1.48% | +1,060+3.8% | Added |
| Shelter Mutual Insurance Co | 29,000 | $3.27M | 0.99% | 00.0% | Unchanged |
| Highlander Partners, L.P. | 29,000 | $3.27M | 4.30% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 28,979 | $3.26M | 0.84% | +875+3.1% | Added |
| Orion Portfolio Solutions, LLC | 28,928 | $3.26M | 0.13% | +2,120+7.9% | Added |
| Inscription Capital, LLC | 28,803 | $3.24M | 0.58% | +12,384+75.4% | Added |
| Cambria Investment Management, L.P. | 28,800 | $3.24M | 0.42% | +2,880+11.1% | Added |
| Zevenbergen Capital Investments LLC | 28,758 | $3.24M | 0.15% | +765+2.7% | Added |
| Peddock Capital Advisors, LLC | 28,682 | $3.23M | 1.26% | +200+0.7% | Added |
| Weil Company, Inc. | 28,661 | $3.23M | 1.82% | +6,582+29.8% | Added |
| Atlas Brown,Inc. | 28,609 | $3.22M | 1.52% | +780+2.8% | Added |
| Hengehold Capital Management LLC | 28,589 | $3.22M | 0.46% | +2,309+8.8% | Added |
| AAFMAA Wealth Management & Trust LLC | 28,574 | $3.22M | 2.17% | −1,617−5.4% | Reduced |
| Aureus Asset Management, LLC | 28,418 | $3.20M | 0.26% | −3,058−9.7% | Reduced |
| Trustco Bank Corp N Y | 28,359 | $3.19M | 3.44% | −480−1.7% | Reduced |
| Athena Investment Management | 28,269 | $3.18M | 2.51% | +600+2.2% | Added |
| Sterling Investment Advisors, Ltd. | 28,246 | $3.18M | 1.09% | +1,348+5.0% | Added |
| Lindbrook Capital, LLC | 28,247 | $3.18M | 0.53% | +4,881+20.9% | Added |
| Montchanin Asset Management, LLC | 28,171 | $3.17M | 4.39% | +28,171 | New |
| Piscataqua Savings Bank | 28,122 | $3.17M | 2.77% | −21−0.1% | Reduced |
| Independence Bank of Kentucky | 28,119 | $3.17M | 1.42% | +333+1.2% | Added |
| Secure Asset Management, LLC | 28,077 | $3.16M | 1.75% | +1,131+4.2% | Added |
| Salem Capital Management Inc | 28,053 | $3.16M | 2.30% | −3,127−10.0% | Reduced |
| Goodwin Daniel L | 28,050 | $3.16M | 1.74% | −200−0.7% | Reduced |
| DCM Advisors, LLC | 28,002 | $3.15M | 1.36% | −6,066−17.8% | Reduced |
| Delta Capital Management LLC | 27,980 | $3.15M | 2.37% | +160+0.6% | Added |
| ICA Group Wealth Management, LLC | 26,561 | $3.15M | 0.59% | +237+0.9% | Added |
| Calamos Wealth Management LLC | 27,961 | $3.15M | 0.28% | −2,519−8.3% | Reduced |
| Brookmont Capital Management | 27,898 | $3.14M | 2.16% | −966−3.3% | Reduced |
| Resonant Capital Advisors, LLC | 27,880 | $3.14M | 0.49% | +1,064+4.0% | Added |
| Keebeck Wealth Management, LLC | 27,869 | $3.14M | 0.60% | −1,659−5.6% | Reduced |
| Pitcairn Co | 27,853 | $3.14M | 0.33% | −265−0.9% | Reduced |
| StrategIQ Financial Group, LLC | 27,809 | $3.13M | 0.38% | +2,124+8.3% | Added |
| Versor Investments LP | 27,768 | $3.13M | 0.12% | +21,168+320.7% | Added |
| Act Two Investors LLC | 27,626 | $3.11M | 2.93% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 27,607 | $3.11M | 2.36% | +1,146+4.3% | Added |
| Compton Wealth Advisory Group, LLC | 27,527 | $3.10M | 1.34% | −3,836−12.2% | Reduced |
| Enhancing Capital LLC | 27,477 | $3.09M | 3.69% | −130.0% | Reduced |
| Banco de Sabadell, S.A | 27,384 | $3.09M | 2.59% | −6,657−19.6% | Reduced |
| Signet Investment Advisory Group, Inc. | 27,403 | $3.09M | 2.14% | +869+3.3% | Added |
| JT Stratford LLC | 27,388 | $3.08M | 0.98% | +304+1.1% | Added |
| Old Port Advisors | 27,326 | $3.08M | 1.19% | +132+0.5% | Added |
| Independent Financial Group, LLC | 27,261 | $3.07M | 0.33% | +303+1.1% | Added |
| Hayek Kallen Investment Management | 27,250 | $3.07M | 1.34% | −20−0.1% | Reduced |
| Charles Schwab Trust Co | 27,189 | $3.06M | 0.63% | −1,093−3.9% | Reduced |
| Laffer Tengler Investments | 27,161 | $3.06M | 1.07% | +922+3.5% | Added |
| Trustmark National Bank Trust Department | 27,126 | $3.05M | 0.27% | +935+3.6% | Added |
| Hall Capital Management Co Inc | 27,083 | $3.05M | 2.01% | −236−0.9% | Reduced |
| Eagle Capital Management, LLC | 27,074 | $3.05M | 1.81% | +132+0.5% | Added |
| Arlington Financial Advisors, LLC | 27,071 | $3.05M | 1.37% | +420+1.6% | Added |
| Anchor Investment Management, LLC | 27,025 | $3.04M | 0.44% | −172−0.6% | Reduced |
| SkyOak Wealth, LLC | 27,022 | $3.04M | 1.04% | +697+2.6% | Added |
| BFSG, LLC | 26,998 | $3.04M | 0.55% | +1,534+6.0% | Added |
| DRW Securities, LLC | 26,993 | $3.04M | 0.80% | +21,228+368.2% | Added |
| Hudock, Inc. | 26,991 | $3.04M | 1.02% | −647−2.3% | Reduced |
| Coastal Bridge Advisors, LLC | 26,989 | $3.04M | 0.94% | +1,002+3.9% | Added |
| YorkBridge Wealth Partners, LLC | 26,951 | $3.04M | 0.79% | +651+2.5% | Added |
| Marino, Stram & Associates LLC | 26,932 | $3.03M | 1.05% | +429+1.6% | Added |
| Nicolet Bankshares Inc | 26,930 | $3.03M | 0.79% | +782+3.0% | Added |
| Violich Capital Management, Inc. | 26,836 | $3.02M | 0.53% | −1,061−3.8% | Reduced |
| Fairhaven Wealth Management, LLC | 26,828 | $3.02M | 1.42% | +1,158+4.5% | Added |
| Glen Eagle Advisors, LLC | 26,763 | $3.01M | 0.82% | −1,039−3.7% | Reduced |
| Robertson Stephens Wealth Management, LLC | 26,752 | $3.01M | 0.30% | −7,133−21.1% | Reduced |
| Clear Creek Financial Management, LLC | 26,738 | $3.01M | 0.63% | +872+3.4% | Added |
| Fieldpoint Private Securities, LLC | 26,604 | $3.00M | 0.87% | −10,988−29.2% | Reduced |
| Aj Wealth Strategies, LLC | 26,594 | $3.00M | 0.16% | −465−1.7% | Reduced |
| Tradewinds, LLC. | 26,582 | $2.99M | 2.04% | +26,582 | New |
| High Note Wealth, LLC | 26,536 | $2.99M | 1.17% | +1,633+6.6% | Added |
| Sunbelt Securities, Inc. | 26,506 | $2.98M | 0.63% | +3,246+14.0% | Added |
| Horizon Investments, LLC | 26,699 | $2.98M | 0.10% | −10,395−28.0% | Reduced |
| Sheets Smith Wealth Management | 26,459 | $2.98M | 0.49% | −3,520−11.7% | Reduced |
| Madden Securities Corp | 26,372 | $2.97M | 1.63% | +10,852+69.9% | Added |
| Roanoke Asset Management Corp | 26,335 | $2.97M | 1.33% | +499+1.9% | Added |
| Bremer Bank National Association | 26,323 | $2.96M | 0.57% | −876−3.2% | Reduced |
| BBR Partners, LLC | 26,285 | $2.96M | 0.35% | +1,120+4.5% | Added |
| AllGen Financial Advisors, Inc. | 26,259 | $2.96M | 2.48% | +1,172+4.7% | Added |
| NorthRock Partners, LLC | 26,247 | $2.96M | 0.31% | −1,006−3.7% | Reduced |
| Malaga Cove Capital, LLC | 26,402 | $2.96M | 1.65% | +943+3.7% | Added |
| Reynolds Investment Management, Inc. | 26,183 | $2.95M | 1.05% | −100−0.4% | Reduced |
| Harbor Advisors LLC | 26,148 | $2.94M | 0.71% | 00.0% | Unchanged |
| Am Investment Strategies LLC | 26,142 | $2.94M | 1.03% | +27+0.1% | Added |
| Mount Vernon Associates Inc | 26,062 | $2.94M | 3.58% | +30+0.1% | Added |
| Eos Management, L.P. | 26,000 | $2.93M | 2.23% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 25,958 | $2.92M | 0.29% | −35,566−57.8% | Reduced |
| Scott & Selber, Inc. | 25,955 | $2.92M | 1.33% | +141+0.5% | Added |
| SPC Financial, Inc. | 25,910 | $2.92M | 0.36% | +965+3.9% | Added |
| Greenfield Savings Bank | 25,908 | $2.92M | 1.96% | +25,908 | New |
| Moloney Securities Asset Management, LLC | 25,853 | $2.91M | 0.68% | −1,744−6.3% | Reduced |
| Tiemann Investment Advisors, LLC | 25,844 | $2.91M | 1.55% | −230−0.9% | Reduced |
| First Business Financial Services, Inc. | 25,835 | $2.91M | 0.39% | −557−2.1% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 25,772 | $2.90M | 1.52% | −1,058−3.9% | Reduced |
| Parisi Gray Wealth Management | 25,617 | $2.88M | 1.51% | +637+2.6% | Added |
| ACG Wealth | 25,604 | $2.88M | 0.59% | +406+1.6% | Added |
| MV Capital Management, Inc. | 25,552 | $2.88M | 0.49% | +392+1.6% | Added |
| Mathes Company, Inc. | 25,533 | $2.88M | 1.40% | −300−1.2% | Reduced |