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 |
|---|---|---|---|---|---|
| All Terrain Financial Advisors, LLC | 12,642 | $1.42M | 0.73% | +1,947+18.2% | Added |
| Access Financial Services, Inc. | 12,627 | $1.42M | 0.81% | −1,001−7.3% | Reduced |
| Delta Financial Advisors LLC | 12,607 | $1.42M | 0.71% | +54+0.4% | Added |
| Kelly Lawrence W & Associates Inc | 12,612 | $1.42M | 0.39% | +250+2.0% | Added |
| Nicholas Hoffman & Company, LLC. | 12,608 | $1.42M | 0.07% | +346+2.8% | Added |
| Perennial Investment Advisors, LLC | 12,637 | $1.42M | 0.55% | +326+2.6% | Added |
| KLCM Advisors, Inc. | 12,586 | $1.42M | 0.32% | +226+1.8% | Added |
| Falcon Wealth Planning | 12,524 | $1.41M | 0.48% | +15+0.1% | Added |
| Keudell/Morrison Wealth Management | 12,492 | $1.41M | 0.51% | +319+2.6% | Added |
| Vise Technologies, Inc. | 12,476 | $1.41M | 0.55% | +3,519+39.3% | Added |
| AXS Investments LLC | 12,468 | $1.40M | 0.50% | +3,301+36.0% | Added |
| Costello Asset Management, INC | 12,445 | $1.40M | 1.21% | −61−0.5% | Reduced |
| BSW Wealth Partners | 12,441 | $1.40M | 0.34% | +48+0.4% | Added |
| Trinity Financial Advisors LLC | 12,438 | $1.40M | 1.03% | +1,777+16.7% | Added |
| Pinnacle Wealth Planning Services, Inc. | 12,430 | $1.40M | 0.25% | −38,887−75.8% | Reduced |
| Schrum Private Wealth Management LLC | 12,430 | $1.40M | 1.58% | −383−3.0% | Reduced |
| Weaver C. Barksdale & Associates, Inc. | 12,419 | $1.40M | 1.30% | +754+6.5% | Added |
| Elmwood Wealth Management, Inc. | 12,420 | $1.40M | 0.80% | +1,740+16.3% | Added |
| Crystal Rock Capital Management | 12,393 | $1.40M | 1.32% | 00.0% | Unchanged |
| 55I, LLC | 12,386 | $1.40M | 0.04% | −15,349−55.3% | Reduced |
| Pacitti Group Inc. | 12,389 | $1.40M | 1.07% | −365−2.9% | Reduced |
| Prestige Wealth Management Group LLC | 12,378 | $1.39M | 0.38% | +1,205+10.8% | Added |
| Insight Wealth Strategies, LLC | 12,380 | $1.39M | 0.26% | +1,988+19.1% | Added |
| Marietta Investment Partners LLC | 12,356 | $1.39M | 0.41% | −11,225−47.6% | Reduced |
| Hunter Associates Investment Management LLC | 12,326 | $1.39M | 0.34% | +8,976+267.9% | Added |
| Kensington Investment Counsel, LLC | 12,307 | $1.39M | 1.18% | −216−1.7% | Reduced |
| Windsor Capital Management, LLC | 12,308 | $1.39M | 0.49% | −110−0.9% | Reduced |
| Lee Johnson Capital Management, LLC | 12,307 | $1.39M | 1.65% | +272+2.3% | Added |
| Fiduciary Planning LLC | 12,275 | $1.38M | 0.68% | +1,632+15.3% | Added |
| Woodward Diversified Capital, LLC | 12,265 | $1.38M | 1.06% | +431+3.6% | Added |
| Venturi Wealth Management, LLC | 12,250 | $1.38M | 0.12% | +965+8.6% | Added |
| Selective Wealth Management, Inc. | 12,227 | $1.38M | 0.49% | −173−1.4% | Reduced |
| Palumbo Wealth Management LLC | 12,211 | $1.38M | 1.09% | +442+3.8% | Added |
| Aire Advisors, LLC | 12,185 | $1.38M | 0.49% | +524+4.5% | Added |
| Ballast, Inc. | 12,214 | $1.38M | 0.64% | +657+5.7% | Added |
| Kiley Juergens Wealth Management, LLC | 12,219 | $1.38M | 0.65% | +12,219 | New |
| CoreCap Advisors, LLC | 12,179 | $1.37M | 0.11% | −992−7.5% | Reduced |
| Accurate Wealth Management, LLC | 12,014 | $1.37M | 0.74% | −192−1.6% | Reduced |
| Trillium Asset Management, LLC | 12,133 | $1.37M | 0.04% | −740−5.7% | Reduced |
| Money Concepts Capital Corp | 11,967 | $1.36M | 0.12% | −14,007−53.9% | Reduced |
| Autumn Glory Partners, LLC | 12,113 | $1.36M | 1.01% | +2,827+30.4% | Added |
| John G Ullman & Associates Inc | 12,113 | $1.36M | 0.22% | +12,113 | New |
| Bath Savings Trust Co | 12,099 | $1.36M | 0.18% | +35+0.3% | Added |
| BancorpSouth Bank | 12,081 | $1.36M | 0.20% | +194+1.6% | Added |
| CoreFirst Bank & Trust | 12,070 | $1.36M | 1.07% | −290−2.3% | Reduced |
| Greenwich Wealth Management LLC | 12,056 | $1.36M | 0.18% | −677−5.3% | Reduced |
| First National Bank of South Miami | 11,991 | $1.35M | 0.92% | −120−1.0% | Reduced |
| QVR LLC | 11,981 | $1.35M | 1.07% | +11,981 | New |
| West Michigan Advisors, LLC | 11,930 | $1.34M | 1.15% | +725+6.5% | Added |
| Solidarilty Wealth, LLC | 11,595 | $1.34M | 0.72% | −1,156−9.1% | Reduced |
| Members Capital Advisors Inc | 11,881 | $1.34M | 0.97% | 00.0% | Unchanged |
| Evergreen Wealth Solutions, LLC | 11,810 | $1.33M | 1.63% | +295+2.6% | Added |
| Formidable Asset Management, LLC | 11,732 | $1.33M | 0.30% | +571+5.1% | Added |
| Plante Moran Financial Advisors, LLC | 11,762 | $1.32M | 0.22% | −551−4.5% | Reduced |
| Prudent Man Advisors, LLC | 11,768 | $1.32M | 0.62% | −140−1.2% | Reduced |
| Bell Bank | 11,729 | $1.32M | 0.16% | +3,002+34.4% | Added |
| Trust Co | 11,720 | $1.32M | 0.28% | +731+6.7% | Added |
| Aft, Forsyth & Company, Inc. | 11,702 | $1.32M | 1.07% | −350−2.9% | Reduced |
| Vigilare Wealth Management | 11,702 | $1.32M | 1.43% | +6,857+141.5% | Added |
| Warren Averett Asset Management, LLC | 11,675 | $1.31M | 0.12% | +494+4.4% | Added |
| Acorn Wealth Advisors, LLC | 11,672 | $1.31M | 1.04% | −178−1.5% | Reduced |
| 44 Wealth Management LLC | 11,663 | $1.31M | 0.51% | +1,746+17.6% | Added |
| Mainstay Capital Management LLC | 11,644 | $1.31M | 0.30% | 00.0% | Unchanged |
| First Dallas Securities Inc. | 11,636 | $1.31M | 0.88% | +310+2.7% | Added |
| St. Johns Investment Management Company, LLC | 11,589 | $1.30M | 0.83% | +191+1.7% | Added |
| Boston Common Asset Management, LLC | 11,564 | $1.30M | 0.06% | +75+0.7% | Added |
| Godshalk Welsh Capital Management, Inc. | 11,541 | $1.30M | 0.93% | −100−0.9% | Reduced |
| BHK Investment Advisors, LLC | 11,548 | $1.30M | 0.58% | +1,590+16.0% | Added |
| Credential Qtrade Securities Inc. | 11,515 | $1.30M | 0.09% | +8,457+276.6% | Added |
| Heron Financial Group, LLC | 11,502 | $1.29M | 0.79% | +6+0.1% | Added |
| Texas Capital Bancshares Inc | 11,488 | $1.29M | 0.98% | +1,542+15.5% | Added |
| Castle Rock Wealth Management, LLC | 11,274 | $1.29M | 0.66% | +5,535+96.4% | Added |
| Holistic Financial Partners | 11,469 | $1.29M | 1.22% | −1,551−11.9% | Reduced |
| CX Institutional | 11,460 | $1.29M | 0.10% | −603−5.0% | Reduced |
| Caldwell Investment Management Ltd. | 11,460 | $1.29M | 1.30% | 00.0% | Unchanged |
| Paces Ferry Wealth Advisors, LLC | 11,464 | $1.29M | 1.27% | +172+1.5% | Added |
| L.M. Kohn & Company | 11,446 | $1.29M | 0.60% | +176+1.6% | Added |
| Total Clarity Wealth Management, Inc. | 11,430 | $1.29M | 0.67% | +407+3.7% | Added |
| Fort Point Capital Partners LLC | 11,387 | $1.28M | 0.23% | −162−1.4% | Reduced |
| Brooktree Capital Management | 11,357 | $1.28M | 0.96% | 00.0% | Unchanged |
| MBA Advisors LLC | 11,276 | $1.27M | 0.87% | −20.0% | Reduced |
| GraniteShares Advisors LLC | 11,275 | $1.27M | 0.93% | +11,275 | New |
| Prelude Capital Management, LLC | 11,254 | $1.27M | 0.06% | −227−2.0% | Reduced |
| Carl P. Sherr & Co., LLC | 11,235 | $1.26M | 0.95% | +364+3.3% | Added |
| Surevest, LLC | 11,151 | $1.26M | 0.33% | −3,138−22.0% | Reduced |
| Lavaca Capital LLC | 10,981 | $1.25M | 0.63% | −482−4.2% | Reduced |
| Stonnington Group, LLC | 10,914 | $1.25M | 0.33% | −1,384−11.3% | Reduced |
| Cacti Asset Management LLC | 11,110 | $1.25M | 0.12% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 11,107 | $1.25M | 0.00% | 00.0% | Unchanged |
| MJP Associates Inc | 11,113 | $1.25M | 0.35% | +566+5.4% | Added |
| Alera Investment Advisors, LLC | 11,095 | $1.25M | 0.35% | −459−4.0% | Reduced |
| Orion Capital Management LLC | 11,100 | $1.25M | 0.97% | +350+3.3% | Added |
| Wealth Architects, LLC | 11,077 | $1.25M | 0.24% | +133+1.2% | Added |
| Old Mission Investment Co LLC | 11,065 | $1.25M | 0.54% | −3,108−21.9% | Reduced |
| Naviter Wealth, LLC | 11,066 | $1.25M | 0.51% | +11,066 | New |
| Sonata Capital Group Inc | 11,034 | $1.24M | 0.65% | −600−5.2% | Reduced |
| Financial Management Professionals, Inc. | 11,010 | $1.24M | 0.30% | +1,392+14.5% | Added |
| Patriot Investment Management Inc. | 11,005 | $1.24M | 0.12% | −184−1.6% | Reduced |
| Finer Wealth Management, Inc. | 10,991 | $1.24M | 1.13% | +1,420+14.8% | Added |
| GoalVest Advisory LLC | 10,985 | $1.24M | 0.78% | −466−4.1% | Reduced |