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 |
|---|---|---|---|---|---|
| EverSource Wealth Advisors, LLC | 17,473 | $1.97M | 0.51% | +1,839+11.8% | Added |
| Tranquility Partners, LLC | 17,403 | $1.96M | 1.01% | +1,954+12.6% | Added |
| Boltwood Capital Management | 17,387 | $1.96M | 0.85% | −160−0.9% | Reduced |
| Twelve Points Wealth Management LLC | 17,392 | $1.96M | 1.51% | −42−0.2% | Reduced |
| Zullo Investment Group, Inc. | 17,389 | $1.96M | 1.22% | +736+4.4% | Added |
| Financial Planning & Information Services, Inc. | 17,375 | $1.96M | 0.48% | 00.0% | Unchanged |
| Aristotle Capital Management, LLC | 17,361 | $1.96M | 0.00% | −4,843−21.8% | Reduced |
| Liberty One Investment Management, LLC | 12,536 | $1.95M | 0.33% | −739−5.6% | Reduced |
| Leith Wheeler Investment Counsel Ltd. | 13,444 | $1.95M | 0.26% | +7,315+119.4% | Added |
| Jeppson Wealth Management, LLC | 17,293 | $1.95M | 0.84% | +1,874+12.2% | Added |
| Bayesian Capital Management, LP | 17,290 | $1.95M | 0.36% | +17,290 | New |
| Fragasso Group Inc. | 17,269 | $1.95M | 0.26% | −263−1.5% | Reduced |
| Pacific Asset Management LLC | 17,264 | $1.94M | 1.42% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 17,222 | $1.94M | 0.59% | −384−2.2% | Reduced |
| RSM US Wealth Management LLC | 17,226 | $1.94M | 0.11% | +424+2.5% | Added |
| DFPG Investments, LLC | 17,327 | $1.94M | 0.84% | +2,756+18.9% | Added |
| Emfo, LLC | 17,120 | $1.93M | 1.96% | 00.0% | Unchanged |
| George Kaiser Family Foundation | 16,957 | $1.91M | 0.34% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 16,945 | $1.91M | 0.48% | +43+0.3% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 16,945 | $1.91M | 0.77% | +49+0.3% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 16,923 | $1.91M | 0.16% | −6,119−26.6% | Reduced |
| Weik Capital Management | 16,855 | $1.90M | 0.86% | +1,255+8.0% | Added |
| Mattern Wealth Management LLC | 16,771 | $1.89M | 0.74% | −43−0.3% | Reduced |
| Martin & Co Inc | 16,759 | $1.89M | 0.54% | +348+2.1% | Added |
| Optimum Investment Advisors | 16,719 | $1.88M | 0.94% | +54+0.3% | Added |
| Chatham Capital Group, Inc. | 16,700 | $1.88M | 0.43% | +4,315+34.8% | Added |
| Ethic Inc. | 16,665 | $1.88M | 0.13% | +208+1.3% | Added |
| Magnolia Capital Advisors LLC | 16,647 | $1.87M | 1.70% | −196−1.2% | Reduced |
| Ausdal Financial Partners, Inc. | 16,635 | $1.87M | 0.28% | −1,190−6.7% | Reduced |
| Pinnacle Private Wealth, LLC | 16,622 | $1.87M | 0.73% | −485−2.8% | Reduced |
| Verus Capital Partners, LLC | 15,558 | $1.86M | 0.37% | −1,713−9.9% | Reduced |
| BCGM Wealth Management, LLC | 16,168 | $1.86M | 0.95% | −355−2.1% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 16,108 | $1.86M | 0.47% | −3,814−19.1% | Reduced |
| WealthBridge Capital Management, LLC | 16,476 | $1.85M | 0.79% | +939+6.0% | Added |
| Covenant Asset Management, LLC | 16,467 | $1.85M | 0.71% | +222+1.4% | Added |
| Ritter Daniher Financial Advisory LLC | 16,462 | $1.85M | 1.32% | +16,462 | New |
| Barings LLC | 16,442 | $1.85M | 0.07% | −4,654−22.1% | Reduced |
| Aries Wealth Management | 16,384 | $1.84M | 0.84% | +16,384 | New |
| Gryphon Financial Partners LLC | 16,329 | $1.84M | 0.45% | +1,425+9.6% | Added |
| Providence Wealth Advisors, LLC | 16,481 | $1.84M | 1.33% | +704+4.5% | Added |
| Natixis Investment Managers International | 16,278 | $1.83M | 0.04% | +2,673+19.6% | Added |
| Brown, Lisle/Cummings, Inc. | 16,252 | $1.83M | 1.01% | −176−1.1% | Reduced |
| Archford Capital Strategies, LLC | 16,247 | $1.83M | 0.46% | +1,427+9.6% | Added |
| Blue Edge Capital, LLC | 16,224 | $1.83M | 0.42% | −118−0.7% | Reduced |
| Cedar Brook Financial Partners, LLC | 16,205 | $1.82M | 0.57% | +580+3.7% | Added |
| Chesapeake Wealth Management | 16,160 | $1.82M | 0.78% | −2,385−12.9% | Reduced |
| First City Capital Management, Inc. | 16,123 | $1.82M | 1.12% | +138+0.9% | Added |
| Aspen Investment Management Inc | 16,105 | $1.81M | 1.14% | −7,192−30.9% | Reduced |
| Abundance Wealth Counselors | 16,106 | $1.81M | 0.49% | +314+2.0% | Added |
| Minot Wealth Management LLC | 16,104 | $1.81M | 0.47% | −6,219−27.9% | Reduced |
| Pinnacle Wealth Management Group, Inc. | 16,081 | $1.81M | 1.52% | +150+0.9% | Added |
| Corrado Advisors, LLC | 16,021 | $1.80M | 1.28% | +1,264+8.6% | Added |
| Strategic Investment Advisors | 15,968 | $1.80M | 0.36% | +4,157+35.2% | Added |
| Game Plan Financial Advisors, LLC | 15,999 | $1.79M | 1.44% | −220−1.4% | Reduced |
| Bull Street Advisors, LLC | 15,896 | $1.79M | 0.96% | 00.0% | Unchanged |
| Davidson Trust Co | 15,871 | $1.79M | 1.59% | −306−1.9% | Reduced |
| Grandview Asset Management LLC | 15,837 | $1.78M | 1.00% | −603−3.7% | Reduced |
| Gilder Gagnon Howe & Co LLC | 15,776 | $1.78M | 0.03% | −18−0.1% | Reduced |
| Ironwood Financial, llc | 15,768 | $1.78M | 0.57% | 00.0% | Unchanged |
| Moseley Investment Management Inc | 15,732 | $1.77M | 1.24% | +453+3.0% | Added |
| Aberdeen Wealth Management LLC | 15,714 | $1.77M | 1.41% | −80−0.5% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 15,719 | $1.77M | 0.61% | +15,719 | New |
| Capula Management Ltd | 15,679 | $1.77M | 0.25% | −4,368−21.8% | Reduced |
| Matrix Private Capital Group LLC | 15,647 | $1.76M | 1.00% | −69−0.4% | Reduced |
| Caliber Wealth Management, LLC | 15,507 | $1.75M | 1.36% | +162+1.1% | Added |
| Lineweaver Wealth Advisors, LLC | 15,481 | $1.74M | 0.58% | +806+5.5% | Added |
| Bowman & Co S.C. | 15,440 | $1.74M | 1.52% | +1,561+11.2% | Added |
| A. D. Beadell Investment Counsel, Inc. | 15,425 | $1.74M | 1.44% | −1,430−8.5% | Reduced |
| Virtu Financial LLC | 15,418 | $1.74M | 0.15% | +15,418 | New |
| Mission Creek Capital Partners, Inc. | 15,406 | $1.74M | 0.58% | +189+1.2% | Added |
| WBH Advisory Inc | 15,339 | $1.73M | 0.23% | +9+0.1% | Added |
| Missouri Trust & Investment Co | 15,362 | $1.73M | 1.13% | +1,034+7.2% | Added |
| Paradigm Capital Management, LLC | 15,340 | $1.73M | 2.17% | −313−2.0% | Reduced |
| SFMG, LLC | 15,322 | $1.73M | 0.20% | +1,252+8.9% | Added |
| Gleason Group, Inc. | 15,288 | $1.72M | 0.59% | +126+0.8% | Added |
| Pinnacle Holdings, LLC | 15,280 | $1.72M | 0.79% | +756+5.2% | Added |
| Signature Wealth Management Group | 15,274 | $1.72M | 0.84% | +15,274 | New |
| Cornerstone Advisory, LLC | 15,266 | $1.72M | 0.39% | −9,569−38.5% | Reduced |
| LCNB Corp | 15,260 | $1.72M | 0.89% | +315+2.1% | Added |
| Midwest Professional Planners, LTD. | 15,237 | $1.72M | 0.97% | +610+4.2% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 15,212 | $1.71M | 1.20% | +2,943+24.0% | Added |
| London & Capital Asset Management Ltd | 15,182 | $1.71M | 0.14% | +214+1.4% | Added |
| Continental Advisors LLC | 15,135 | $1.70M | 1.55% | 00.0% | Unchanged |
| Quantamental Technologies LLC | 15,088 | $1.70M | 0.78% | +15,088 | New |
| Hudson Canyon Capital Management | 15,063 | $1.70M | 1.64% | +650+4.5% | Added |
| Delta Asset Management LLC | 15,062 | $1.70M | 0.19% | −1,206−7.4% | Reduced |
| Birmingham Capital Management Co Inc | 15,050 | $1.70M | 0.68% | +80+0.5% | Added |
| Manchester Capital Management LLC | 15,042 | $1.69M | 0.29% | −656−4.2% | Reduced |
| Pekin Hardy Strauss, Inc. | 15,033 | $1.69M | 0.26% | −9,457−38.6% | Reduced |
| Brendel Financial Advisors LLC | 15,013 | $1.69M | 1.47% | +9+0.1% | Added |
| Granby Capital Management, LLC | 15,000 | $1.69M | 1.33% | +3,000+25.0% | Added |
| Perpetual Investment Management Ltd | 14,987 | $1.69M | 0.25% | +3,611+31.7% | Added |
| West Paces Advisors Inc. | 14,984 | $1.69M | 0.57% | −2,686−15.2% | Reduced |
| McMillion Capital Management Inc | 14,950 | $1.68M | 1.40% | −3,732−20.0% | Reduced |
| Wolff Wiese Magana LLC | 14,955 | $1.68M | 1.23% | +809+5.7% | Added |
| LS Investment Advisors, LLC | 14,839 | $1.67M | 0.31% | −196−1.3% | Reduced |
| TCI Wealth Advisors, Inc. | 14,833 | $1.67M | 0.26% | +172+1.2% | Added |
| Optas, LLC | 14,779 | $1.67M | 0.68% | +340+2.4% | Added |
| Guardian Capital LP | 14,805 | $1.67M | 0.05% | +4,100+38.3% | Added |
| Summit Financial Group Inc | 14,795 | $1.67M | 0.64% | −15−0.1% | Reduced |