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 |
|---|---|---|---|---|---|
| Archer Investment Corp | 19,717 | $2.22M | 0.90% | 00.0% | Unchanged |
| Certified Advisory Corp | 19,711 | $2.22M | 0.49% | +113+0.6% | Added |
| Harvey Investment Co LLC | 19,661 | $2.21M | 0.31% | −20.0% | Reduced |
| Landmark Financial Advisors, LLC | 19,648 | $2.21M | 1.09% | +85+0.4% | Added |
| Peoples Financial Services Corp. | 19,620 | $2.21M | 1.05% | +465+2.4% | Added |
| Uncommon Cents Investing LLC | 19,595 | $2.21M | 0.88% | +5,970+43.8% | Added |
| Guardian Wealth Advisors, LLC | 19,601 | $2.21M | 0.40% | +9,569+95.4% | Added |
| Kistler-Tiffany Companies, LLC | 19,585 | $2.21M | 0.48% | −1,035−5.0% | Reduced |
| Court Place Advisors, LLC | 19,536 | $2.20M | 0.83% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 19,504 | $2.20M | 1.09% | −412−2.1% | Reduced |
| Edgewood Management LLC | 19,464 | $2.19M | 0.01% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 19,456 | $2.19M | 0.29% | −1,714−8.1% | Reduced |
| Financial Advisory Service, Inc. | 19,367 | $2.18M | 0.23% | +2,355+13.8% | Added |
| WCG Wealth Advisors LLC | 19,351 | $2.18M | 0.30% | +19,351 | New |
| Intercontinental Wealth Advisors, LLC | 19,302 | $2.17M | 0.59% | −1,245−6.1% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 19,281 | $2.17M | 0.16% | +100+0.5% | Added |
| Ironwood Investment Counsel, LLC | 19,281 | $2.17M | 0.61% | +1,160+6.4% | Added |
| Hanson & Doremus Investment Management | 19,243 | $2.17M | 0.53% | −497−2.5% | Reduced |
| Tandem Capital Management Corp | 19,201 | $2.16M | 1.73% | +100+0.5% | Added |
| Everett Harris & Co | 19,139 | $2.15M | 0.04% | +511+2.7% | Added |
| Seeyond | 19,136 | $2.15M | 0.25% | +70.0% | Added |
| Vivaldi Capital Management, LLC | 19,112 | $2.15M | 0.56% | +1,968+11.5% | Added |
| Canvas Wealth Advisors, LLC | 19,091 | $2.15M | 0.87% | −4,114−17.7% | Reduced |
| New Potomac Partners, LLC | 19,058 | $2.15M | 1.72% | −725−3.7% | Reduced |
| St. Louis Trust Co | 19,040 | $2.14M | 0.46% | +1,330+7.5% | Added |
| Sage Investment Advisers LLC | 19,033 | $2.14M | 3.36% | −386−2.0% | Reduced |
| SRN Advisors, LLC | 19,016 | $2.14M | 1.49% | −6,402−25.2% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 18,838 | $2.14M | 0.09% | −9,696−34.0% | Reduced |
| Guerra Pan Advisors, LLC | 18,523 | $2.14M | 2.65% | 00.0% | Unchanged |
| Miller Investment Management, LP | 18,935 | $2.13M | 0.44% | 00.0% | Unchanged |
| GFG Capital, LLC | 18,928 | $2.13M | 0.65% | +884+4.9% | Added |
| Valley Brook Capital Group | 18,911 | $2.13M | 2.20% | −990−5.0% | Reduced |
| Holderness Investments Co | 18,895 | $2.13M | 0.89% | −430−2.2% | Reduced |
| Agate Pass Investment Management, LLC | 18,888 | $2.13M | 1.50% | +332+1.8% | Added |
| Financial Advocates Investment Management | 18,862 | $2.12M | 0.17% | +1,263+7.2% | Added |
| Beaumont Financial Partners, LLC | 18,847 | $2.12M | 0.19% | −1,702−8.3% | Reduced |
| Condor Capital Management | 18,848 | $2.12M | 0.28% | +31+0.2% | Added |
| Graybill Bartz & Assoc Ltd | 18,826 | $2.12M | 1.17% | −144−0.8% | Reduced |
| Transamerica Financial Advisors, Inc. | 18,805 | $2.12M | 0.30% | +18,800+376,000.0% | Added |
| Lombard Odier Asset Management (USA) Corp | 18,796 | $2.12M | 0.44% | +17,046+974.1% | Added |
| Eads & Heald Wealth Management | 18,776 | $2.11M | 1.14% | +825+4.6% | Added |
| HAP Trading, LLC | 18,776 | $2.11M | 0.26% | +6,569+53.8% | Added |
| Nations Financial Group Inc, | 18,756 | $2.11M | 0.28% | −93−0.5% | Reduced |
| Guardian Investment Management | 18,759 | $2.11M | 1.84% | +100+0.5% | Added |
| Field & Main Bank | 18,755 | $2.11M | 1.36% | +2,329+14.2% | Added |
| Winton Group Ltd | 18,744 | $2.11M | 0.11% | +16,655+797.3% | Added |
| Altman Advisors, Inc. | 18,740 | $2.11M | 1.20% | +431+2.4% | Added |
| HPC Germany GmbH & Co. KG | 18,600 | $2.10M | 3.14% | −19,524−51.2% | Reduced |
| Integrated Investment Consultants, LLC | 18,608 | $2.10M | 0.76% | −55−0.3% | Reduced |
| Lederer & Associates Investment Counsel | 18,548 | $2.09M | 1.61% | −2,653−12.5% | Reduced |
| Sabadell Asset Management, S.A S.G.I.I.C | 19,337 | $2.09M | 0.44% | −3,023−13.5% | Reduced |
| Mather Group, LLC. | 18,528 | $2.09M | 0.05% | +699+3.9% | Added |
| Heritage Wealth Advisors | 18,527 | $2.09M | 0.14% | −21,532−53.8% | Reduced |
| KCS Wealth Advisory | 18,450 | $2.08M | 0.92% | +3,680+24.9% | Added |
| Keystone Financial Group | 18,437 | $2.08M | 0.41% | +1,098+6.3% | Added |
| Longfellow Investment Management Co LLC | 18,431 | $2.08M | 0.45% | +4,254+30.0% | Added |
| Home Federal Bank of Tennessee | 18,427 | $2.08M | 0.81% | +160+0.9% | Added |
| Buckingham Strategic Partners | 18,411 | $2.07M | 0.17% | +6,026+48.7% | Added |
| DeDora Capital, Inc. | 18,409 | $2.07M | 1.04% | +464+2.6% | Added |
| Oak Harbor Wealth Partners, LLC | 18,401 | $2.07M | 0.83% | +1,638+9.8% | Added |
| WP Advisors, LLC | 18,324 | $2.06M | 0.90% | +274+1.5% | Added |
| Blueshift Asset Management, LLC | 18,304 | $2.06M | 0.34% | −18,067−49.7% | Reduced |
| Hollencrest Capital Management | 18,283 | $2.06M | 0.24% | −2,463−11.9% | Reduced |
| Manhattan West Asset Management, LLC | 18,288 | $2.06M | 1.24% | +583+3.3% | Added |
| Pinkerton Retirement Specialists, LLC | 18,256 | $2.06M | 0.62% | −22,798−55.5% | Reduced |
| Coastline Trust Co | 18,247 | $2.06M | 0.30% | −1,274−6.5% | Reduced |
| Dillon & Associates Inc | 18,186 | $2.06M | 0.46% | −400−2.2% | Reduced |
| Acropolis Investment Management, LLC | 18,239 | $2.05M | 0.20% | −438−2.3% | Reduced |
| MSH Capital Advisors LLC | 18,234 | $2.05M | 0.95% | +558+3.2% | Added |
| Spreng Capital Management, Inc. | 17,940 | $2.05M | 1.53% | +921+5.4% | Added |
| White Pine Capital LLC | 18,216 | $2.05M | 0.80% | +995+5.8% | Added |
| Cito Capital Group, LLC | 18,140 | $2.04M | 1.12% | +80.0% | Added |
| Coastal Investment Advisors, Inc. | 17,911 | $2.04M | 0.50% | +120+0.7% | Added |
| Deseret Mutual Benefit Administrators | 18,110 | $2.04M | 0.46% | +1,851+11.4% | Added |
| Key Financial Inc | 17,870 | $2.04M | 1.10% | +1,562+9.6% | Added |
| O'Rourke & Company, Inc | 18,023 | $2.03M | 1.72% | +558+3.2% | Added |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 18,000 | $2.03M | 1.17% | −2,000−10.0% | Reduced |
| SkyView Investment Advisors, LLC | 17,983 | $2.03M | 0.53% | +90+0.5% | Added |
| Alta Capital Management LLC | 17,985 | $2.02M | 0.15% | +383+2.2% | Added |
| Rollins Financial | 17,941 | $2.02M | 0.71% | −34−0.2% | Reduced |
| Riverview Trust Co | 17,914 | $2.02M | 1.76% | +1,496+9.1% | Added |
| Moser Wealth Advisors, LLC | 17,895 | $2.02M | 1.50% | +207+1.2% | Added |
| Investment Advisory Services Inc | 17,887 | $2.01M | 1.16% | +625+3.6% | Added |
| True North Advisors, LLC | 17,885 | $2.01M | 0.63% | +3,331+22.9% | Added |
| Asio Capital, LLC | 17,829 | $2.01M | 0.63% | −2,233−11.1% | Reduced |
| Raab & Moskowitz Asset Management LLC | 17,836 | $2.01M | 0.79% | +212+1.2% | Added |
| RKL Wealth Management LLC | 17,755 | $2.00M | 0.27% | +311+1.8% | Added |
| WT Wealth Management | 17,715 | $2.00M | 0.99% | −1,523−7.9% | Reduced |
| Smith, Moore & Co. | 17,723 | $2.00M | 0.31% | −1,289−6.8% | Reduced |
| SlateStone Wealth, LLC | 17,694 | $1.99M | 0.51% | −4,088−18.8% | Reduced |
| Zeke Capital Advisors, LLC | 17,649 | $1.99M | 0.13% | −184−1.0% | Reduced |
| Compass Financial Advisors LLC | 17,650 | $1.99M | 2.71% | +157+0.9% | Added |
| Jmac Enterprises LLC | 17,652 | $1.99M | 0.51% | +1,204+7.3% | Added |
| 180 Wealth Advisors, LLC | 17,414 | $1.99M | 0.51% | +379+2.2% | Added |
| Wealth Alliance | 17,603 | $1.98M | 0.38% | +1,665+10.4% | Added |
| First Capital Advisors Group, LLC. | 17,570 | $1.98M | 1.36% | +91+0.5% | Added |
| Arbor Trust Wealth Advisors, LLC | 17,525 | $1.97M | 1.38% | +925+5.6% | Added |
| Aldebaran Financial Inc. | 17,625 | $1.97M | 2.17% | −2,953−14.4% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 17,489 | $1.97M | 0.10% | +7,091+68.2% | Added |
| Krilogy Financial LLC | 17,471 | $1.97M | 0.23% | +173+1.0% | Added |