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; 5,157 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
- 3,428
- −38 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
- 1,782 more added
- Sold out
- 177
- 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 | 5,157 | $643.7B |
| Q1 2026 | 5,102 | $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 | 4,679 | $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 | 3,711 | $297.0B |
| Q2 2023 | 3,672 | $297.6B |
| Q1 2023 | 3,612 | $266.3B |
| Q4 2022 | 3,629 | $278.3B |
| Q3 2022 | 3,396 | $212.9B |
| Q2 2022 | 3,428 | $229.3B |
| Q1 2022 | 3,519 | $278.9B |
| Q4 2021 | 3,594 | $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 |
|---|---|---|---|---|---|
| Fifth Third Bancorp | 2,326,148 | $261.9M | 1.27% | −50,419−2.1% | Reduced |
| King Luther Capital Management Corp | 2,326,108 | $261.9M | 1.47% | −101,863−4.2% | Reduced |
| Capital Wealth Planning, LLC | 2,315,435 | $260.7M | 5.11% | +742,769+47.2% | Added |
| Toronto Dominion Bank | 2,297,026 | $258.6M | 0.48% | −37,264−1.6% | Reduced |
| National Bank of Canada | 2,239,363 | $252.3M | 1.35% | +407,441+22.2% | Added |
| Bahl & Gaynor Inc | 2,195,573 | $247.2M | 1.63% | −584,380−21.0% | Reduced |
| HighTower Advisors, LLC | 2,131,985 | $240.1M | 0.62% | +114,375+5.7% | Added |
| State of Wisconsin Investment Board | 2,104,941 | $237.0M | 0.62% | −59,791−2.8% | Reduced |
| Voya Investment Management LLC | 2,068,882 | $233.0M | 0.59% | +749,113+56.8% | Added |
| Russell Investments Group, Ltd. | 2,052,773 | $231.3M | 0.47% | +235,247+12.9% | Added |
| Keybank National Association | 2,022,796 | $227.8M | 1.11% | −262,288−11.5% | Reduced |
| Cincinnati Insurance Co | 2,012,000 | $226.6M | 4.80% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 1,993,543 | $224.5M | 0.45% | −150,796−7.0% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 1,988,572 | $223.9M | 1.58% | +16,985+0.9% | Added |
| Jennison Associates LLC | 1,981,128 | $223.1M | 0.22% | +112,530+6.0% | Added |
| Cullen Capital Management LLC | 1,965,816 | $221.4M | 2.22% | +102,586+5.5% | Added |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 1,954,492 | $220.1M | 2.46% | −178,540−8.4% | Reduced |
| Pzena Investment Management LLC | 1,934,016 | $217.8M | 0.98% | +185,185+10.6% | Added |
| Huntington National Bank | 1,928,345 | $217.2M | 2.34% | +7,695+0.4% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 1,920,869 | $216.3M | 0.55% | +208,025+12.1% | Added |
| AQR Capital Management LLC | 1,907,865 | $212.3M | 0.48% | −417,318−17.9% | Reduced |
| Two Sigma Investments, LP | 1,857,179 | $209.1M | 0.70% | +263,718+16.6% | Added |
| Adage Capital Partners GP, L.L.C. | 1,856,466 | $209.1M | 0.48% | −1,013,200−35.3% | Reduced |
| Public Employees Retirement Association of Colorado | 1,843,666 | $207.6M | 1.14% | −3,667−0.2% | Reduced |
| Blair William & Co | 1,828,911 | $206.0M | 0.91% | +68,606+3.9% | Added |
| Thornburg Investment Management Inc | 1,817,764 | $204.7M | 3.13% | −3,624−0.2% | Reduced |
| Natixis | 1,811,937 | $204.6M | 0.75% | +859,659+90.3% | Added |
| Victory Capital Management Inc | 1,801,987 | $202.9M | 0.23% | −249,561−12.2% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,778,094 | $200.2M | 0.89% | +188,957+11.9% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 1,775,870 | $200.0M | 0.92% | −1,181,091−39.9% | Reduced |
| Haverford Trust Co | 1,755,603 | $197.7M | 2.58% | +143,041+8.9% | Added |
| Brave Warrior Advisors, LLC | 1,737,790 | $195.7M | 6.72% | +143,837+9.0% | Added |
| M&T Bank Corp | 1,986,065 | $195.1M | 0.92% | +302,838+18.0% | Added |
| Public Employees Retirement System of Ohio | 1,732,009 | $195.0M | 0.83% | −19,592−1.1% | Reduced |
| State of New Jersey Common Pension Fund D | 1,725,728 | $194.3M | 0.74% | −8,099−0.5% | Reduced |
| Susquehanna International Group, LLP | 1,678,341 | $189.0M | 0.40% | −5,708−0.3% | Reduced |
| Janney Montgomery Scott LLC | 1,591,365 | $183.3M | 0.83% | +11,395+0.7% | Added |
| Royal London Asset Management Ltd | 1,613,155 | $181.7M | 0.84% | −20,669−1.3% | Reduced |
| Ci Investments Inc. | 1,609,503 | $181.2M | 0.85% | −128,645−7.4% | Reduced |
| Commonwealth Equity Services, LLC | 1,590,270 | $179.1M | 0.47% | +17,724+1.1% | Added |
| CIBC World Markets Corp | 1,585,421 | $178.5M | 1.68% | −265,376−14.3% | Reduced |
| Mariner, LLC | 1,583,392 | $178.3M | 0.73% | +272,183+20.8% | Added |
| Fiduciary Management Inc | 1,530,868 | $172.4M | 1.63% | −447,856−22.6% | Reduced |
| STRS Ohio | 1,505,305 | $169.5M | 0.76% | +7390.0% | Added |
| Epoch Investment Partners, Inc. | 1,450,965 | $163.4M | 0.96% | +112,046+8.4% | Added |
| Storebrand Asset Management AS | 1,418,875 | $159.8M | 0.91% | −57,655−3.9% | Reduced |
| Pictet Asset Management SA | 1,418,158 | $159.7M | 0.22% | −151,352−9.6% | Reduced |
| Scotia Capital Inc. | 1,417,339 | $159.6M | 1.19% | +122,739+9.5% | Added |
| Loomis Sayles & Co L P | 1,403,685 | $158.1M | 0.29% | +1,396,724+20,065.0% | Added |
| Thrivent Financial for Lutherans | 1,402,467 | $157.9M | 0.42% | −64,565−4.4% | Reduced |
| Asset Management One Co.,Ltd. | 1,397,725 | $157.4M | 0.74% | −31,392−2.2% | Reduced |
| Brown Advisory Inc | 1,390,081 | $156.5M | 0.29% | −993,128−41.7% | Reduced |
| Retirement Systems of Alabama | 1,382,624 | $155.7M | 0.67% | −28,302−2.0% | Reduced |
| State of Tennessee, Treasury Department | 1,361,606 | $153.3M | 0.71% | −50,967−3.6% | Reduced |
| Commerce Bank | 1,357,507 | $152.9M | 1.25% | −15,305−1.1% | Reduced |
| ACR Alpine Capital Research, LLC | 1,357,108 | $152.8M | 6.94% | +364,008+36.7% | Added |
| Rothschild & Co Asset Management US Inc. | 1,350,986 | $152.1M | 2.34% | −24,888−1.8% | Reduced |
| Alleghany Corp | 1,318,998 | $148.5M | 5.62% | 00.0% | Unchanged |
| Regions Financial Corp | 1,312,161 | $147.8M | 1.41% | −49,712−3.7% | Reduced |
| Glenmede Trust Co NA | 1,262,525 | $142.2M | 0.83% | −21,294−1.7% | Reduced |
| Smead Capital Management, Inc. | 1,257,743 | $141.6M | 3.62% | +81,557+6.9% | Added |
| Employees Provident Fund Board | 1,250,000 | $140.8M | 3.19% | −260,412−17.2% | Reduced |
| Treasurer of the State of North Carolina | 1,246,419 | $140.4M | 0.89% | −26,173−2.1% | Reduced |
| Davenport & Co LLC | 1,246,543 | $140.3M | 1.17% | +5,896+0.5% | Added |
| Jarislowsky, Fraser Ltd | 1,221,246 | $137.5M | 0.87% | −13,825−1.1% | Reduced |
| Natixis Advisors, L.P. | 1,212,643 | $136.6M | 0.60% | +80,487+7.1% | Added |
| CIBC World Markets Inc. | 1,206,528 | $135.9M | 0.54% | +69,500+6.1% | Added |
| Standard Life Aberdeen plc | 1,188,934 | $134.7M | 0.42% | +25,239+2.2% | Added |
| Rockefeller Capital Management L.P. | 1,169,738 | $131.7M | 0.70% | +33,430+2.9% | Added |
| M&G Investment Management Ltd | 1,162,074 | $131.3M | 0.95% | +253,321+27.9% | Added |
| RE Advisers Corp | 1,165,236 | $131.2M | 3.71% | +11,000+1.0% | Added |
| Advisor Group Holdings, Inc. | 1,156,364 | $130.4M | 0.29% | +38,647+3.5% | Added |
| Boston Trust Walden Corp | 1,126,546 | $126.9M | 1.20% | +15,801+1.4% | Added |
| Capital Group Private Client Services, Inc. | 1,114,386 | $125.5M | 1.62% | −13,564−1.2% | Reduced |
| TD Waterhouse Canada Inc. | 999,930 | $122.3M | 1.38% | +18,042+1.8% | Added |
| Calamos Advisors LLC | 1,074,860 | $121.0M | 0.54% | −17,052−1.6% | Reduced |
| Mawer Investment Management Ltd. | 1,055,128 | $118.8M | 0.67% | −1,037,284−49.6% | Reduced |
| Robeco Institutional Asset Management B.V. | 1,052,588 | $118.5M | 0.37% | −17,408−1.6% | Reduced |
| Bristol John W & Co Inc | 1,048,051 | $118.0M | 2.89% | +168,201+19.1% | Added |
| Gateway Investment Advisers LLC | 1,041,651 | $117.3M | 1.32% | +71,499+7.4% | Added |
| Paralel Advisors LLC | 1,028,000 | $115.8M | 7.74% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 1,020,567 | $114.9M | 0.73% | +41,625+4.3% | Added |
| Personal Capital Advisors Corp | 1,005,695 | $113.3M | 0.59% | +50,062+5.2% | Added |
| Rathbone Brothers plc | 1,001,340 | $112.8M | 1.29% | +25,976+2.7% | Added |
| Zacks Investment Management | 993,594 | $111.9M | 1.71% | +47,624+5.0% | Added |
| KBC Group NV | 988,660 | $111.3M | 0.56% | −73,651−6.9% | Reduced |
| Allspring Global Investments Holdings, LLC | 987,500 | $111.2M | 0.19% | −308,876−23.8% | Reduced |
| Jane Street Group, LLC | 977,001 | $110.0M | 0.22% | +766,954+365.1% | Added |
| Nisa Investment Advisors, LLC | 973,169 | $109.6M | 0.96% | −9,786−1.0% | Reduced |
| Kames Capital plc | 968,558 | $109.1M | 2.05% | −51,383−5.0% | Reduced |
| Bradley Foster & Sargent Inc | 955,876 | $107.6M | 2.78% | +6,614+0.7% | Added |
| Creative Planning | 952,112 | $107.2M | 0.18% | +207,141+27.8% | Added |
| Douglas Lane & Associates, LLC | 945,113 | $106.4M | 1.81% | +19,208+2.1% | Added |
| Teacher Retirement System of Texas | 931,819 | $104.9M | 0.71% | −185,965−16.6% | Reduced |
| Federated Hermes, Inc. | 927,170 | $104.4M | 0.28% | +79,887+9.4% | Added |
| Public Sector Pension Investment Board | 920,910 | $103.7M | 0.91% | −467,151−33.7% | Reduced |
| Aviva PLC | 915,329 | $103.1M | 0.55% | +4,774+0.5% | Added |
| Los Angeles Capital Management LLC | 910,078 | $102.5M | 0.50% | −425,096−31.8% | Reduced |
| NFJ Investment Group, LLC | 878,445 | $98.9M | 2.36% | +224,555+34.3% | Added |
| Northwestern Mutual Wealth Management Co | 862,809 | $97.2M | 0.17% | +39,652+4.8% | Added |