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 |
|---|---|---|---|---|---|
| Wambolt & Associates, LLC | 14,797 | $1.67M | 0.67% | −24−0.2% | Reduced |
| Summit X, LLC | 14,758 | $1.66M | 0.48% | +3,279+28.6% | Added |
| Everhart Financial Group, Inc. | 14,723 | $1.66M | 1.01% | +3,629+32.7% | Added |
| Gries Financial LLC | 14,708 | $1.66M | 0.79% | +290+2.0% | Added |
| Benin Management CORP | 14,707 | $1.66M | 0.63% | +650+4.6% | Added |
| Benedict Financial Advisors Inc | 14,686 | $1.65M | 0.49% | −2,033−12.2% | Reduced |
| Washington Capital Management Inc | 14,660 | $1.65M | 1.59% | +155+1.1% | Added |
| Gs Investments, Inc. | 14,677 | $1.65M | 0.95% | +25+0.2% | Added |
| Peak Planning Group, LLC | 14,631 | $1.65M | 1.38% | +14,631 | New |
| Wulff, Hansen & Co. | 14,585 | $1.64M | 1.86% | −3,000−17.1% | Reduced |
| Phillips Financial Management, LLC | 14,563 | $1.64M | 0.18% | +233+1.6% | Added |
| Stevens Capital Management LP | 14,561 | $1.64M | 1.14% | +12,985+823.9% | Added |
| Waycross Partners, LLC | 14,537 | $1.64M | 1.09% | −47−0.3% | Reduced |
| 626 Financial, LLC | 14,529 | $1.64M | 1.24% | +288+2.0% | Added |
| Notis-McConarty Edward | 14,497 | $1.63M | 0.68% | −105−0.7% | Reduced |
| Amica Retiree Medical Trust | 14,505 | $1.63M | 1.85% | +1,300+9.8% | Added |
| Pentwater Capital Management LP | 14,500 | $1.63M | 0.03% | +13,000+866.7% | Added |
| DAGCO, Inc. | 14,495 | $1.63M | 0.84% | −176−1.2% | Reduced |
| Lion Street Advisors, LLC | 9,581 | $1.63M | 0.86% | +822+9.4% | Added |
| Blodgett Wealth Advisors, LLC | 14,461 | $1.63M | 1.80% | −827−5.4% | Reduced |
| S.E.E.D. Planning Group LLC | 14,461 | $1.63M | 0.74% | +1,784+14.1% | Added |
| Byrne Asset Management LLC | 14,413 | $1.62M | 1.20% | +547+3.9% | Added |
| Chapman Investment Management, LLC | 14,408 | $1.62M | 1.12% | 00.0% | Unchanged |
| Red Cedar Investment Management, LLC | 14,382 | $1.62M | 0.27% | 00.0% | Unchanged |
| Cipher Capital LP | 14,321 | $1.61M | 0.36% | +14,321 | New |
| Hartline Investment Corp | 12,668 | $1.61M | 0.26% | −190−1.5% | Reduced |
| Clear Street Markets LLC | 14,227 | $1.60M | 0.54% | +7,105+99.8% | Added |
| Point72 Hong Kong Ltd | 14,210 | $1.60M | 0.10% | −2,806−16.5% | Reduced |
| Fortem Financial Group, LLC | 14,208 | $1.60M | 1.05% | −967−6.4% | Reduced |
| Neumann Capital Management, LLC | 14,185 | $1.60M | 0.81% | 00.0% | Unchanged |
| Peoples Bank | 14,124 | $1.59M | 0.98% | −445−3.1% | Reduced |
| Aquatic Capital Management LLC | 14,100 | $1.59M | 0.52% | +11,600+464.0% | Added |
| Traphagen Investment Advisors LLC | 14,086 | $1.59M | 0.29% | +430+3.1% | Added |
| Front Street Capital Management, Inc. | 14,044 | $1.58M | 0.37% | −3,521−20.0% | Reduced |
| Advisory Research Inc | 14,033 | $1.58M | 0.15% | +3,184+29.3% | Added |
| Intrua Financial, LLC | 13,984 | $1.57M | 0.34% | +714+5.4% | Added |
| Axiom Financial Strategies, LLC | 13,988 | $1.57M | 0.83% | +12+0.1% | Added |
| Gilman Hill Asset Management, LLC | 13,923 | $1.57M | 0.34% | +2,858+25.8% | Added |
| Next Capital Management LLC | 13,916 | $1.57M | 1.16% | +26+0.2% | Added |
| Roof Eidam & Maycock | 13,896 | $1.56M | 0.58% | +55+0.4% | Added |
| Cornell Pochily Investment Advisors, Inc. | 13,887 | $1.56M | 0.70% | +1,267+10.0% | Added |
| Chilton Investment Co LLC | 13,838 | $1.56M | 0.04% | +1,260+10.0% | Added |
| Lindenwold Advisors | 13,787 | $1.55M | 1.10% | +218+1.6% | Added |
| Occidental Asset Management, LLC | 13,793 | $1.55M | 0.46% | +927+7.2% | Added |
| Copeland Capital Management, LLC | 13,757 | $1.55M | 0.05% | −56,182−80.3% | Reduced |
| Birinyi Associates Inc | 13,700 | $1.54M | 0.70% | −2,800−17.0% | Reduced |
| Biltmore Family Office, LLC | 13,689 | $1.54M | 0.39% | −74−0.5% | Reduced |
| Private Portfolio Partners LLC | 13,669 | $1.54M | 0.43% | +990+7.8% | Added |
| Klingman & Associates, LLC | 13,655 | $1.54M | 0.15% | +263+2.0% | Added |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 13,442 | $1.54M | 0.71% | +210+1.6% | Added |
| Concord Wealth Partners | 13,639 | $1.54M | 0.42% | +1,366+11.1% | Added |
| Twin Lakes Capital Management, LLC | 13,632 | $1.53M | 1.11% | −329−2.4% | Reduced |
| Sculati Wealth Management, LLC | 13,610 | $1.53M | 0.88% | +100+0.7% | Added |
| Caas Capital Management LP | 13,579 | $1.53M | 0.21% | −13,721−50.3% | Reduced |
| Accredited Investors Inc. | 13,536 | $1.52M | 0.18% | −183−1.3% | Reduced |
| Cim Investment Mangement Inc | 13,536 | $1.52M | 0.63% | −72−0.5% | Reduced |
| Benjamin Edwards Inc | 13,515 | $1.52M | 0.45% | −1,600−10.6% | Reduced |
| High Net Worth Advisory Group LLC | 13,478 | $1.52M | 0.63% | −3,370−20.0% | Reduced |
| Connecticut Wealth Management, LLC | 13,484 | $1.52M | 0.13% | −477−3.4% | Reduced |
| Aft, Forsyth & Sober, LLC | 13,450 | $1.51M | 0.70% | 00.0% | Unchanged |
| Thomas White International Ltd | 13,446 | $1.51M | 0.30% | 00.0% | Unchanged |
| Saxon Interests, Inc. | 13,399 | $1.51M | 0.91% | +147+1.1% | Added |
| Steward Financial Group LLC | 13,408 | $1.51M | 1.25% | +190+1.4% | Added |
| Eagle Bluffs Wealth Management LLC | 13,400 | $1.51M | 1.63% | +2,363+21.4% | Added |
| Proficio Capital Partners LLC | 13,388 | $1.51M | 0.28% | −1,097−7.6% | Reduced |
| Tilia Fiduciary Partners, Inc. | 13,341 | $1.51M | 1.44% | +869+7.0% | Added |
| Insight Inv LLC | 13,345 | $1.50M | 1.52% | +550+4.3% | Added |
| Grant/GrossMendelsohn, LLC | 13,308 | $1.50M | 0.84% | −42−0.3% | Reduced |
| Marion Wealth Management | 13,334 | $1.50M | 0.79% | +3,965+42.3% | Added |
| Weatherly Asset Management L. P. | 13,333 | $1.50M | 0.21% | −226−1.7% | Reduced |
| Sittner & Nelson, LLC | 13,311 | $1.50M | 0.98% | +1,676+14.4% | Added |
| Ahrens Investment Partners LLC | 13,300 | $1.50M | 0.66% | +217+1.7% | Added |
| AIA Group Ltd | 13,292 | $1.50M | 0.08% | −13,172−49.8% | Reduced |
| Highlander Capital Management, LLC | 13,280 | $1.50M | 0.80% | 00.0% | Unchanged |
| Maven Securities LTD | 13,277 | $1.50M | 0.26% | +6,258+89.2% | Added |
| Todd Asset Management LLC | 13,271 | $1.49M | 0.04% | −253,689−95.0% | Reduced |
| Mastrapasqua Asset Management Inc | 13,220 | $1.49M | 0.20% | +165+1.3% | Added |
| Trail Ridge Investment Advisors, LLC | 13,176 | $1.48M | 1.01% | −31−0.2% | Reduced |
| Pointe Capital Management LLC | 13,175 | $1.48M | 1.11% | −10−0.1% | Reduced |
| Arbor Capital Management Inc | 13,137 | $1.48M | 1.41% | −324−2.4% | Reduced |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 13,099 | $1.48M | 0.03% | −174,400−93.0% | Reduced |
| Rosenbaum Jay D. | 13,081 | $1.47M | 2.85% | +1,016+8.4% | Added |
| World Equity Group, Inc. | 13,033 | $1.47M | 0.37% | −95−0.7% | Reduced |
| Highview Capital Management LLC | 13,014 | $1.47M | 1.13% | −150−1.1% | Reduced |
| FinTrust Capital Advisors, LLC | 12,767 | $1.47M | 0.37% | −62−0.5% | Reduced |
| Wrapmanager Inc | 12,964 | $1.46M | 0.46% | +438+3.5% | Added |
| Wedmont Private Capital | 12,946 | $1.46M | 0.31% | +2,853+28.3% | Added |
| Legacy Wealth Management, LLC | 12,920 | $1.45M | 0.88% | −185−1.4% | Reduced |
| Oder Investment Management, LLC | 12,904 | $1.45M | 1.79% | +781+6.4% | Added |
| Nomura Holdings Inc | 12,586 | $1.45M | 0.01% | −67,767−84.3% | Reduced |
| Regatta Capital Group, LLC | 12,839 | $1.45M | 0.69% | +174+1.4% | Added |
| Nvest Financial, LLC | 12,799 | $1.44M | 1.51% | −148−1.1% | Reduced |
| Heartland Bank & Trust Co | 12,786 | $1.44M | 1.28% | +266+2.1% | Added |
| Main Street Financial Solutions, LLC | 12,732 | $1.43M | 0.19% | −1,662−11.5% | Reduced |
| Highland Private Wealth Management | 12,727 | $1.43M | 0.22% | +1,487+13.2% | Added |
| Invst, LLC | 12,092 | $1.43M | 0.22% | +201+1.7% | Added |
| Summit Wealth & Retirement Planning, Inc. | 12,691 | $1.43M | 0.55% | +553+4.6% | Added |
| Israel Discount Bank of New York | 12,669 | $1.43M | 1.08% | −46−0.4% | Reduced |
| Exane Derivatives | 12,673 | $1.43M | 0.82% | −1,706−11.9% | Reduced |
| Townsend & Associates, Inc | 12,624 | $1.43M | 0.66% | +1,108+9.6% | Added |