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 |
|---|---|---|---|---|---|
| FLC Capital Advisors | 25,521 | $2.87M | 0.96% | +1,213+5.0% | Added |
| Evoke Wealth, LLC | 25,489 | $2.87M | 0.11% | +1,055+4.3% | Added |
| Mendel Money Management | 25,462 | $2.87M | 1.71% | −4,886−16.1% | Reduced |
| Shoker Investment Counsel, Inc. | 25,451 | $2.87M | 1.52% | −1,263−4.7% | Reduced |
| Enterprise Bank & Trust Co | 25,429 | $2.86M | 1.30% | −2,165−7.8% | Reduced |
| Altfest L J & Co Inc | 25,356 | $2.85M | 0.51% | −439−1.7% | Reduced |
| GSB Wealth Management, LLC | 25,332 | $2.85M | 0.97% | −403−1.6% | Reduced |
| Nwam LLC | 25,331 | $2.85M | 0.26% | +20+0.1% | Added |
| Hudson Value Partners, LLC | 25,335 | $2.85M | 1.81% | +747+3.0% | Added |
| Argus Investors' Counsel, Inc. | 25,225 | $2.84M | 2.10% | +894+3.7% | Added |
| Sycomore Asset Management | 24,516 | $2.84M | 0.67% | −5,636−18.7% | Reduced |
| Grove Bank & Trust | 25,202 | $2.84M | 0.68% | −143−0.6% | Reduced |
| Triasima Portfolio Management inc. | 25,150 | $2.83M | 0.20% | −1,980−7.3% | Reduced |
| Hilltop Holdings Inc. | 25,128 | $2.83M | 0.38% | +4,208+20.1% | Added |
| Proequities, Inc. | 25,118 | $2.83M | 0.24% | +2,180+9.5% | Added |
| Great Lakes Advisors, LLC | 25,095 | $2.83M | 0.06% | −2,747−9.9% | Reduced |
| Csenge Advisory Group | 25,052 | $2.82M | 0.24% | +1,067+4.4% | Added |
| Papp L Roy & Associates | 25,011 | $2.82M | 0.41% | −156−0.6% | Reduced |
| Liontrust Investment Partners LLP | 25,000 | $2.82M | 0.04% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 24,998 | $2.81M | 0.05% | −692−2.7% | Reduced |
| WealthShield Partners, LLC | 24,997 | $2.81M | 0.56% | +512+2.1% | Added |
| Algebris (UK) Ltd | 25,000 | $2.81M | 1.13% | +25,000 | New |
| Summit Trail Advisors, LLC | 24,979 | $2.81M | 0.17% | +4,685+23.1% | Added |
| Sutton Wealth Advisors Inc. | 24,961 | $2.81M | 1.12% | +1,164+4.9% | Added |
| RDA Financial Network | 24,947 | $2.81M | 1.42% | +508+2.1% | Added |
| Platform Technology Partners | 24,910 | $2.81M | 1.53% | +641+2.6% | Added |
| Bank of Stockton | 24,829 | $2.80M | 1.05% | +65+0.3% | Added |
| Blume Capital Management, Inc. | 24,802 | $2.79M | 1.10% | +1,099+4.6% | Added |
| S&CO Inc | 24,799 | $2.79M | 0.23% | +144+0.6% | Added |
| Almanack Investment Partners, LLC. | 24,709 | $2.78M | 0.28% | +1,800+7.9% | Added |
| McKinley Carter Wealth Services, Inc. | 24,675 | $2.78M | 0.25% | +512+2.1% | Added |
| Butensky & Cohen Financial Security, Inc | 24,655 | $2.78M | 1.14% | +1,504+6.5% | Added |
| Dividend Assets Capital, LLC | 24,647 | $2.77M | 0.60% | +4,997+25.4% | Added |
| Mechanics Financial Corp | 24,638 | $2.77M | 1.67% | +20+0.1% | Added |
| Bernzott Capital Advisors | 24,630 | $2.77M | 0.31% | +24,630 | New |
| RMR Wealth Builders | 24,343 | $2.74M | 0.68% | −1,442−5.6% | Reduced |
| J. W. Coons Advisors, LLC | 24,259 | $2.74M | 0.97% | −1,439−5.6% | Reduced |
| Newman Dignan & Sheerar, Inc. | 24,297 | $2.74M | 0.93% | +168+0.7% | Added |
| Chou Associates Management Inc.SuperinvestorChou Associates | 24,275 | $2.73M | 2.64% | 00.0% | Unchanged |
| Bulltick Wealth Management, LLC | 24,174 | $2.72M | 0.74% | +6,013+33.1% | Added |
| Aspiriant, LLC | 24,136 | $2.72M | 0.13% | +975+4.2% | Added |
| Roberts Wealth Advisors, LLC | 23,679 | $2.71M | 1.18% | +584+2.5% | Added |
| SWS Partners | 24,036 | $2.71M | 2.28% | −747−3.0% | Reduced |
| Winch Advisory Services, LLC | 24,024 | $2.71M | 1.10% | +48+0.2% | Added |
| HCR Wealth Advisors | 24,011 | $2.70M | 0.54% | −338−1.4% | Reduced |
| Curbstone Financial Management Corp | 24,002 | $2.70M | 0.63% | −1,496−5.9% | Reduced |
| Ulysses Management LLC | 24,000 | $2.70M | 0.71% | +3,000+14.3% | Added |
| Connolly Sarah T. | 23,997 | $2.70M | 1.84% | +197+0.8% | Added |
| Mission Wealth Management, LP | 23,991 | $2.70M | 0.14% | +756+3.3% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 23,940 | $2.70M | 1.96% | +1,419+6.3% | Added |
| WD Rutherford LLC | 23,820 | $2.68M | 2.07% | −80−0.3% | Reduced |
| Burney Co | 23,766 | $2.68M | 0.14% | −1,465−5.8% | Reduced |
| Cordatus Wealth Management LLC | 23,755 | $2.67M | 1.25% | +573+2.5% | Added |
| Stableford Capital II LLC | 23,027 | $2.67M | 1.23% | +2,457+11.9% | Added |
| Continuum Advisory, LLC | 49,986 | $2.67M | 0.49% | +6,384+14.6% | Added |
| Blue Fin Capital, Inc. | 23,670 | $2.67M | 0.94% | +950+4.2% | Added |
| Pegasus Partners Ltd. | 23,664 | $2.67M | 0.55% | +2,017+9.3% | Added |
| Columbia Trust Co 01012016 | 23,632 | $2.66M | 1.43% | −345−1.4% | Reduced |
| Investment Research & Advisory Group, Inc. | 23,543 | $2.65M | 1.94% | +1,574+7.2% | Added |
| Qtron Investments LLC | 23,523 | $2.65M | 0.58% | +8,219+53.7% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 23,437 | $2.65M | 1.88% | +140+0.6% | Added |
| Gables Capital Management Inc. | 23,496 | $2.65M | 2.00% | 00.0% | Unchanged |
| Capital Planning Advisors, LLC | 23,484 | $2.65M | 0.70% | −2,967−11.2% | Reduced |
| Wealthcare Advisory Partners LLC | 23,477 | $2.64M | 0.16% | +611+2.7% | Added |
| Verition Fund Management LLC | 23,445 | $2.64M | 0.06% | −6,443−21.6% | Reduced |
| Gradient Capital Advisors, LLC | 23,419 | $2.64M | 1.27% | −180−0.8% | Reduced |
| X-Square Capital, LLC | 23,341 | $2.63M | 1.58% | −1,034−4.2% | Reduced |
| StrongBox Wealth, LLC | 23,183 | $2.61M | 1.69% | +2,223+10.6% | Added |
| Rehmann Capital Advisory Group | 23,185 | $2.61M | 0.29% | −111−0.5% | Reduced |
| Nichols & Pratt Advisers LLP | 23,143 | $2.61M | 0.21% | 00.0% | Unchanged |
| Valley National Advisers Inc | 22,675 | $2.60M | 0.55% | +3,210+16.5% | Added |
| Mystic Asset Management, Inc. | 23,091 | $2.60M | 1.59% | +595+2.6% | Added |
| Tiedemann Advisors, LLC | 23,043 | $2.60M | 0.20% | −3,374−12.8% | Reduced |
| TrimTabs Asset Management, LLC | 22,857 | $2.57M | 1.58% | −936−3.9% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 22,825 | $2.57M | 0.60% | −46,054−66.9% | Reduced |
| Liberty Capital Management, Inc. | 22,792 | $2.57M | 0.91% | +165+0.7% | Added |
| StoneX Group Inc. | 22,790 | $2.57M | 0.31% | −124−0.5% | Reduced |
| Institute for Wealth Management, LLC. | 22,789 | $2.57M | 0.51% | +1,062+4.9% | Added |
| Evermay Wealth Management LLC | 22,761 | $2.56M | 0.50% | −175−0.8% | Reduced |
| West Oak Capital, LLC | 22,745 | $2.56M | 1.34% | −267−1.2% | Reduced |
| Warther Private Wealth, LLC | 22,440 | $2.56M | 1.87% | +2,277+11.3% | Added |
| Norway Savings Bank | 22,701 | $2.56M | 1.32% | +42+0.2% | Added |
| Voya Financial Advisors, Inc. | 22,172 | $2.56M | 0.32% | +12,974+141.1% | Added |
| Indiana Trust & Investment Management CO | 22,688 | $2.56M | 1.43% | −117−0.5% | Reduced |
| Modus Advisors, LLC | 22,660 | $2.55M | 1.29% | +1,280+6.0% | Added |
| Clarity Wealth Advisors, LLC | 22,667 | $2.55M | 1.46% | +1,670+8.0% | Added |
| VeraBank, N.A. | 22,655 | $2.55M | 1.49% | +1,213+5.7% | Added |
| NCM Capital Management, LLC | 22,640 | $2.55M | 1.79% | +110.0% | Added |
| Canton Hathaway, LLC | 22,624 | $2.55M | 0.89% | 00.0% | Unchanged |
| Claraphi Advisory Network, LLC | 22,605 | $2.55M | 0.90% | +1,051+4.9% | Added |
| Union Heritage Capital, LLC | 22,600 | $2.54M | 1.64% | 00.0% | Unchanged |
| Hudson Capital Management LLC | 22,548 | $2.54M | 1.21% | +1,710+8.2% | Added |
| Sargent Investment Group, LLC | 22,500 | $2.53M | 0.78% | +180+0.8% | Added |
| Credit Capital Investments LLC | 22,500 | $2.53M | 2.88% | +1,500+7.1% | Added |
| L & S Advisors Inc | 22,502 | $2.53M | 0.42% | +15,337+214.1% | Added |
| Pavion Blue Capital, LLC | 22,489 | $2.53M | 1.71% | +316+1.4% | Added |
| Beaton Management Co. Inc. | 22,477 | $2.53M | 1.79% | 00.0% | Unchanged |
| Long Run Wealth Advisors, LLC | 22,433 | $2.53M | 0.98% | +1,102+5.2% | Added |
| Strategic Capital Advisers, Inc. | 22,415 | $2.52M | 2.08% | +4,403+24.4% | Added |
| EPG Wealth Management LLC | 22,334 | $2.52M | 1.07% | +93+0.4% | Added |