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 |
|---|---|---|---|---|---|
| Quadrant Private Wealth Management, LLC | 22,318 | $2.51M | 1.03% | +3,341+17.6% | Added |
| River & Mercantile Asset Management LLP | 22,284 | $2.51M | 0.44% | −21,363−48.9% | Reduced |
| NVWM, LLC | 22,274 | $2.51M | 0.97% | +2,854+14.7% | Added |
| Pacifica Partners Inc. | 21,302 | $2.51M | 1.73% | +676+3.3% | Added |
| Avidian Wealth Solutions, LLC | 22,233 | $2.50M | 0.18% | −2,848−11.4% | Reduced |
| Roosevelt Investment Group LLC | 22,184 | $2.50M | 0.18% | −201,667−90.1% | Reduced |
| Wunderlich Capital Managemnt | 22,168 | $2.50M | 1.45% | +275+1.3% | Added |
| Leisure Capital Management | 22,136 | $2.49M | 1.29% | −91−0.4% | Reduced |
| Sawgrass Asset Management LLC | 22,121 | $2.49M | 0.32% | −235−1.1% | Reduced |
| Northcape Wealth Management, LLC | 22,103 | $2.49M | 0.95% | −726−3.2% | Reduced |
| Mayflower Financial Advisors, LLC | 22,101 | $2.49M | 0.38% | −420−1.9% | Reduced |
| Phoenix Wealth Advisors | 22,094 | $2.49M | 2.45% | +499+2.3% | Added |
| Adirondack Trust Co | 22,080 | $2.49M | 1.33% | +209+1.0% | Added |
| Intrepid Financial Planning Group LLC | 22,062 | $2.48M | 1.37% | +22,062 | New |
| WC Walker & Associates, Inc. | 21,964 | $2.48M | 1.46% | +53+0.2% | Added |
| CFM Wealth Partners LLC | 22,017 | $2.48M | 0.74% | −892−3.9% | Reduced |
| Spirit of America Management Corp | 21,992 | $2.48M | 0.56% | 00.0% | Unchanged |
| Little House Capital LLC | 21,942 | $2.47M | 1.33% | −182−0.8% | Reduced |
| Andra AP-fonden | 21,900 | $2.47M | 0.07% | +21,900 | New |
| Essex Savings Bank | 21,885 | $2.46M | 0.94% | +95+0.4% | Added |
| Greytown Advisors Inc. | 21,828 | $2.46M | 1.39% | +90+0.4% | Added |
| SOA Wealth Advisors, LLC. | 21,792 | $2.45M | 0.72% | −1,072−4.7% | Reduced |
| YHB Investment Advisors, Inc. | 21,721 | $2.45M | 0.26% | +376+1.8% | Added |
| Armor Investment Advisors, LLC | 21,716 | $2.44M | 1.58% | −637−2.8% | Reduced |
| UBP Investment Advisors SA | 21,672 | $2.44M | 0.97% | −1,366−5.9% | Reduced |
| Virginia Wealth Management Group, Inc. | 21,614 | $2.43M | 2.34% | +308+1.4% | Added |
| Proquility Private Wealth Partners, LLC | 21,596 | $2.43M | 1.04% | +81+0.4% | Added |
| Marks Group Wealth Management, Inc | 21,587 | $2.43M | 0.35% | +14,593+208.7% | Added |
| Balasa Dinverno & Foltz LLC | 21,577 | $2.43M | 0.15% | −1,058−4.7% | Reduced |
| Investment Partners, Ltd. | 21,575 | $2.43M | 1.19% | +168+0.8% | Added |
| Q Capital Solutions | 21,558 | $2.43M | 6.05% | −37,460−63.5% | Reduced |
| Founders Financial Alliance, LLC | 21,549 | $2.43M | 1.23% | −388−1.8% | Reduced |
| Ashfield Capital Partners, LLC | 21,515 | $2.42M | 0.19% | +311+1.5% | Added |
| Karpas Strategies, LLC | 21,457 | $2.42M | 0.85% | +268+1.3% | Added |
| Modera Wealth Management, LLC | 21,389 | $2.41M | 0.11% | +1,371+6.8% | Added |
| GYL Financial Synergies, LLC | 21,375 | $2.41M | 0.66% | +2,034+10.5% | Added |
| Andrew Hill Investment Advisors, Inc. | 21,367 | $2.41M | 3.46% | +13,565+173.9% | Added |
| Abacus Planning Group, Inc. | 21,361 | $2.40M | 0.71% | +608+2.9% | Added |
| Signature Wealth Management Partners, LLC | 21,353 | $2.40M | 2.46% | +707+3.4% | Added |
| Sentinel Trust Co Lba | 21,335 | $2.40M | 0.37% | −54−0.3% | Reduced |
| CNB Bank | 21,341 | $2.40M | 1.55% | +775+3.8% | Added |
| MCF Advisors LLC | 21,320 | $2.40M | 0.25% | +7,587+55.2% | Added |
| Advisor Resource Council | 21,327 | $2.40M | 0.23% | +9,341+77.9% | Added |
| Poehling Capital Management, LLC | 21,305 | $2.40M | 0.90% | −243−1.1% | Reduced |
| Rowland & Co Investment Counsel | 21,297 | $2.40M | 0.61% | +155+0.7% | Added |
| Outfitter Financial LLC | 21,228 | $2.39M | 2.17% | +295+1.4% | Added |
| First United Bank Trust | 21,197 | $2.39M | 1.10% | −143−0.7% | Reduced |
| Terra Nova Asset Management LLC | 21,153 | $2.38M | 2.65% | −400−1.9% | Reduced |
| Cobblestone Capital Advisors LLC | 21,156 | $2.38M | 0.18% | −249−1.2% | Reduced |
| Ledge Wealth Management, Inc. | 21,105 | $2.38M | 1.46% | +6,536+44.9% | Added |
| Atlas Private Wealth Management | 21,043 | $2.37M | 1.62% | −1,719−7.6% | Reduced |
| XML Financial, LLC | 20,955 | $2.36M | 0.53% | −30,158−59.0% | Reduced |
| C2C Wealth Management, LLC | 20,601 | $2.36M | 0.43% | −1,100−5.1% | Reduced |
| Elgethun Capital Management | 21,103 | $2.36M | 0.92% | +217+1.0% | Added |
| Affinity Wealth Management LLC | 20,835 | $2.35M | 0.54% | +448+2.2% | Added |
| Advisors Management Group Inc | 20,880 | $2.35M | 0.82% | +177+0.9% | Added |
| Northstar Asset Management LLC | 20,843 | $2.35M | 0.73% | −90−0.4% | Reduced |
| Octavia Wealth Advisors, LLC | 20,788 | $2.34M | 0.61% | +1,097+5.6% | Added |
| Enterprise Financial Services Corp | 20,765 | $2.34M | 0.46% | −219−1.0% | Reduced |
| Mizuho Markets Cayman LP | 20,767 | $2.34M | 0.40% | +7,020+51.1% | Added |
| Capital Markets Trading UK LLP | 20,670 | $2.33M | 2.75% | +20,670 | New |
| First PREMIER Bank | 20,641 | $2.33M | 0.69% | +121+0.6% | Added |
| Studio Investment Management LLC | 20,635 | $2.32M | 0.81% | +323+1.6% | Added |
| Titleist Asset Management, Ltd. | 20,621 | $2.32M | 0.58% | +1,460+7.6% | Added |
| Peachtree Investment Partners, LLC | 20,614 | $2.32M | 1.45% | −1,841−8.2% | Reduced |
| Cohen Investment Advisors LLC | 20,605 | $2.32M | 1.99% | +439+2.2% | Added |
| IFG Advisory, LLC | 20,580 | $2.32M | 0.25% | −327−1.6% | Reduced |
| First Commonwealth Financial Corp | 20,561 | $2.32M | 0.87% | −1,955−8.7% | Reduced |
| Affinity Investment Advisors, LLC | 20,496 | $2.31M | 1.13% | +845+4.3% | Added |
| Resurgent Financial Advisors LLC | 20,495 | $2.31M | 1.54% | +1,352+7.1% | Added |
| Alaethes Wealth LLC | 20,470 | $2.31M | 1.71% | −2,623−11.4% | Reduced |
| Knott David M Jr | 20,385 | $2.30M | 1.07% | +165+0.8% | Added |
| Eclectic Associates Inc | 20,368 | $2.29M | 1.54% | +58+0.3% | Added |
| Quantinno Capital Management LP | 20,354 | $2.29M | 0.33% | +10,098+98.5% | Added |
| Sugarloaf Wealth Management, LLC | 20,341 | $2.29M | 0.58% | +2,438+13.6% | Added |
| Royal Harbor Partners, LLC | 20,344 | $2.29M | 1.57% | +20,344 | New |
| Intellectus Partners, LLC | 20,288 | $2.29M | 0.79% | +632+3.2% | Added |
| Seascape Capital Management | 20,202 | $2.27M | 1.38% | +164+0.8% | Added |
| Convergence Investment Partners, LLC | 20,153 | $2.27M | 1.37% | −44−0.2% | Reduced |
| Van Cleef Asset Management,Inc | 20,141 | $2.27M | 0.38% | +60.0% | Added |
| Generali Powszechne Towarzystwo Emerytalne | 20,118 | $2.27M | 2.42% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 20,113 | $2.27M | 1.02% | −3,332−14.2% | Reduced |
| Alps Advisors Inc | 20,113 | $2.27M | 0.02% | +11,593+136.1% | Added |
| O'Dell Group, LLC | 20,098 | $2.26M | 0.80% | +391+2.0% | Added |
| WMS Partners, LLC | 20,036 | $2.26M | 0.35% | −98−0.5% | Reduced |
| Tudor Investment Corp Et Al | 20,009 | $2.25M | 0.07% | +20,009 | New |
| Weitz Investment Management, Inc.SuperinvestorWeitz Investment Management | 20,000 | $2.25M | 0.12% | +3,400+20.5% | Added |
| RB Capital Management, LLC | 19,943 | $2.25M | 0.84% | +895+4.7% | Added |
| TCG Advisory Services, LLC | 19,942 | $2.25M | 0.70% | +1,921+10.7% | Added |
| Aull & Monroe Investment Management Corp | 19,911 | $2.24M | 1.13% | −50−0.3% | Reduced |
| Cornerstone Wealth Management, LLC | 19,913 | $2.24M | 0.25% | +3,990+25.1% | Added |
| Beech Hill Advisors, Inc. | 19,862 | $2.24M | 1.20% | +16,100+428.0% | Added |
| Prosperity Consulting Group, LLC | 19,833 | $2.23M | 1.93% | +95+0.5% | Added |
| Essex Investment Management Co LLC | 19,819 | $2.23M | 0.36% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 19,804 | $2.23M | 1.13% | −752−3.7% | Reduced |
| Audent Global Asset Management, LLC | 19,766 | $2.23M | 2.00% | −5,409−21.5% | Reduced |
| Royal Capital Wealth Management, LLC | 19,759 | $2.23M | 2.41% | +87+0.4% | Added |
| Platte River Wealth Advisors, LLC | 19,762 | $2.23M | 0.96% | +5,801+41.6% | Added |
| Dumont & Blake Investment Advisors LLC | 19,727 | $2.22M | 0.73% | +141+0.7% | Added |
| TCWP LLC | 19,728 | $2.22M | 0.47% | +2,382+13.7% | Added |