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 |
|---|---|---|---|---|---|
| Macquarie Group Ltd | 862,437 | $97.1M | 0.11% | −16,149−1.8% | Reduced |
| Panagora Asset Management Inc | 843,957 | $95.0M | 0.62% | −142,880−14.5% | Reduced |
| Agf Investments Inc. | 840,962 | $94.7M | 0.84% | −318,846−27.5% | Reduced |
| Compagnie Lombard Odier SCmA | 838,095 | $94.4M | 2.39% | −15,317−1.8% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 824,208 | $92.8M | 0.24% | +69,510+9.2% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 816,081 | $91.9M | 0.35% | −519,170−38.9% | Reduced |
| Capital International Inc | 813,739 | $91.6M | 1.27% | −26,500−3.2% | Reduced |
| Arizona State Retirement System | 810,091 | $91.2M | 0.89% | −831−0.1% | Reduced |
| Lord, Abbett & Co. LLC | 807,142 | $90.9M | 0.32% | −567,000−41.3% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 804,320 | $90.6M | 0.53% | +166,137+26.0% | Added |
| American International Group, Inc. | 803,163 | $90.4M | 0.61% | −27,754−3.3% | Reduced |
| Quilter Plc | 799,095 | $90.0M | 3.04% | +15,539+2.0% | Added |
| CIBC Asset Management Inc | 795,471 | $89.6M | 0.37% | +57,874+7.8% | Added |
| ProShare Advisors LLC | 795,283 | $89.6M | 0.30% | −265,391−25.0% | Reduced |
| State of Michigan Retirement System | 792,731 | $89.3M | 0.61% | +47,300+6.3% | Added |
| MetLife Investment Management | 790,836 | $89.1M | 0.69% | −12,922−1.6% | Reduced |
| Douglass Winthrop Advisors, LLC | 785,274 | $88.4M | 2.49% | −11,467−1.4% | Reduced |
| Gofen & Glossberg LLC | 761,601 | $85.8M | 2.28% | +6,660+0.9% | Added |
| United Capital Financial Advisers, LLC | 758,791 | $85.4M | 0.47% | +33,954+4.7% | Added |
| LGT Group Foundation | 757,649 | $85.3M | 2.60% | −12,450−1.6% | Reduced |
| James Hambro & Partners | 749,939 | $84.5M | 7.04% | +21,417+2.9% | Added |
| Amalgamated Bank | 741,900 | $83.5M | 0.78% | −4,147−0.6% | Reduced |
| DnB Asset Management AS | 740,224 | $83.4M | 0.59% | −32,547−4.2% | Reduced |
| AXA S.A. | 737,435 | $83.0M | 0.31% | +19,520+2.7% | Added |
| Manning & Napier Group, LLC | 733,764 | $82.6M | 0.95% | +60,734+9.0% | Added |
| Welch & Forbes LLC | 730,652 | $82.3M | 1.51% | −549−0.1% | Reduced |
| Ninety One UK Ltd | 729,749 | $82.2M | 0.24% | +413,469+130.7% | Added |
| Cerity Partners LLC | 726,843 | $81.8M | 0.96% | +260,418+55.8% | Added |
| Bartlett & Co. Wealth Management LLC | 720,797 | $81.2M | 1.64% | +2,832+0.4% | Added |
| Bartlett & Co. LLC | 720,797 | $81.2M | 1.64% | +2,832+0.4% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 717,300 | $80.6M | 0.59% | −37,486−5.0% | Reduced |
| Rafferty Asset Management, LLC | 714,545 | $80.5M | 0.74% | −388,159−35.2% | Reduced |
| Bridgewater Associates, LP | 707,092 | $79.6M | 0.34% | +227,632+47.5% | Added |
| Comerica Bank | 693,300 | $79.4M | 0.65% | +1890.0% | Added |
| USS Investment Management Ltd | 703,066 | $79.2M | 0.83% | −41,992−5.6% | Reduced |
| Federation des caisses Desjardins du Quebec | 690,654 | $77.8M | 0.87% | +38,841+6.0% | Added |
| Segall Bryant & Hamill, LLC | 689,492 | $77.7M | 0.87% | +17,912+2.7% | Added |
| Qube Research & Technologies Ltd | 687,128 | $77.4M | 0.60% | +687,128 | New |
| Quintet Private Bank (Europe) S.A. | 526,004 | $77.1M | 3.72% | +526,004 | New |
| MUFG Americas Holdings Corp | 682,428 | $76.8M | 1.75% | −7,938−1.1% | Reduced |
| SG Americas Securities, LLC | 680,329 | $76.6M | 1.03% | −51,911−7.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 670,262 | $75.5M | 0.41% | +38,577+6.1% | Added |
| Kovitz Investment Group Partners, LLC | 643,804 | $72.5M | 1.61% | +29,185+4.7% | Added |
| SEI Investments Co | 637,248 | $71.7M | 0.15% | +250,914+64.9% | Added |
| Forsta Ap-Fonden | 636,000 | $71.6M | 0.93% | −15,600−2.4% | Reduced |
| Marshall Wace, LLP | 630,686 | $71.0M | 0.16% | +539,236+589.7% | Added |
| Oppenheimer Asset Management Inc. | 629,278 | $70.9M | 1.19% | −8,208−1.3% | Reduced |
| Nissay Asset Management Corp | 621,984 | $70.0M | 0.70% | +82,685+15.3% | Added |
| Handelsbanken Fonder AB | 621,950 | $70.0M | 0.45% | +12,411+2.0% | Added |
| Morningstar Investment Services LLC | 604,128 | $69.7M | 0.93% | +423,931+235.3% | Added |
| ING Groep NV | 617,080 | $69.5M | 0.80% | +344,469+126.4% | Added |
| Omers Administration Corp | 616,264 | $69.4M | 1.00% | +96,400+18.5% | Added |
| Whittier Trust Co | 614,232 | $69.2M | 1.40% | +1,798+0.3% | Added |
| Williams Jones Wealth Management, LLC. | 614,070 | $69.2M | 1.12% | +1,626+0.3% | Added |
| Simplex Trading, LLC | 600,999 | $67.7M | 2.23% | +363,295+152.8% | Added |
| Evercore Wealth Management, LLC | 597,154 | $67.2M | 1.42% | +5,884+1.0% | Added |
| Argent Capital Management LLC | 596,936 | $67.2M | 2.55% | −11,558−1.9% | Reduced |
| Penserra Capital Management LLC | 592,941 | $66.8M | 1.82% | +233,464+64.9% | Added |
| MML Investors Services, LLC | 587,174 | $66.1M | 0.50% | +24,746+4.4% | Added |
| Cooke & Bieler LP | 585,257 | $65.9M | 0.63% | −5,290−0.9% | Reduced |
| Peapack Gladstone Financial Corp | 575,862 | $64.8M | 1.48% | −2,065−0.4% | Reduced |
| Colony Group LLC | 574,353 | $64.7M | 1.11% | +39,680+7.4% | Added |
| Wilkinson Global Asset Management LLC | 567,060 | $63.9M | 5.44% | −15,437−2.7% | Reduced |
| Holocene Advisors, LP | 563,907 | $63.5M | 0.39% | +516,339+1,085.5% | Added |
| Voloridge Investment Management, LLC | 562,423 | $63.3M | 0.33% | −286,307−33.7% | Reduced |
| Intech Investment Management LLC | 562,148 | $63.3M | 0.36% | +562,148 | New |
| Ceredex Value Advisors LLC | 548,578 | $61.8M | 0.92% | −224,717−29.1% | Reduced |
| Cornerstone Investment Partners, LLC | 545,795 | $61.5M | 4.12% | +1,487+0.3% | Added |
| Connectus Wealth, LLC | 537,895 | $60.6M | 1.38% | +494,628+1,143.2% | Added |
| Factory Mutual Insurance Co | 534,750 | $60.2M | 0.99% | −19,300−3.5% | Reduced |
| HM Payson & Co | 532,683 | $60.0M | 1.54% | +3,328+0.6% | Added |
| Squarepoint Ops LLC | 526,942 | $59.3M | 0.55% | +323,826+159.4% | Added |
| EP Wealth Advisors, LLC | 526,297 | $59.3M | 1.33% | +41,879+8.6% | Added |
| Captrust Financial Advisors | 526,245 | $59.3M | 0.38% | +78,939+17.6% | Added |
| Fort Washington Investment Advisors Inc | 523,715 | $59.0M | 0.45% | −36,572−6.5% | Reduced |
| Tiaa, FSB | 522,336 | $58.8M | 0.23% | +33,568+6.9% | Added |
| Utah Retirement Systems | 520,369 | $58.6M | 0.94% | −3,800−0.7% | Reduced |
| Crawford Investment Counsel Inc | 519,855 | $58.5M | 1.29% | −9,681−1.8% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 517,678 | $58.3M | 0.73% | −182,300−26.0% | Reduced |
| Zurich Insurance Group Ltd | 514,482 | $57.9M | 0.86% | +186,119+56.7% | Added |
| Mairs & Power Inc | 514,254 | $57.9M | 0.69% | +9,048+1.8% | Added |
| TCW Group Inc | 512,276 | $57.7M | 0.76% | −85,485−14.3% | Reduced |
| Stonegate Investment Group, LLC | 509,869 | $57.4M | 2.53% | +23,590+4.9% | Added |
| Beck Mack & Oliver LLC | 505,469 | $56.9M | 1.71% | −7,844−1.5% | Reduced |
| Park National Corp | 502,857 | $56.6M | 2.72% | +7,929+1.6% | Added |
| IFM Investors Pty Ltd | 499,028 | $56.2M | 0.99% | +24,625+5.2% | Added |
| Boston Private Wealth LLC | 498,577 | $56.1M | 0.86% | +8,836+1.8% | Added |
| Cantor Fitzgerald, L. P. | 498,292 | $56.1M | 1.10% | +498,292 | New |
| Gulf International Bank (UK) Ltd | 485,742 | $56.0M | 1.00% | +400+0.1% | Added |
| Yousif Capital Management, LLC | 491,256 | $55.3M | 0.73% | −14,685−2.9% | Reduced |
| Basswood Capital Management, L.L.C. | 491,000 | $55.3M | 3.48% | 00.0% | Unchanged |
| Avalon Investment & Advisory | 491,008 | $55.3M | 1.56% | +19,872+4.2% | Added |
| Umb Bank N A | 486,196 | $54.8M | 0.85% | +400+0.1% | Added |
| Financial Counselors Inc | 485,678 | $54.7M | 1.28% | +31,709+7.0% | Added |
| PEAK6 Investments LLC | 462,864 | $54.4M | 1.25% | +63,637+15.9% | Added |
| Staley Capital Advisers Inc | 480,230 | $54.1M | 3.20% | +12,071+2.6% | Added |
| Tredje AP-fonden | 472,014 | $53.2M | 1.34% | −12,000−2.5% | Reduced |
| HRT Financial LP | 471,849 | $53.1M | 0.58% | +471,849 | New |
| Polaris Capital Management, LLC | 469,151 | $52.8M | 1.89% | +46,500+11.0% | Added |
| Abeille Asset Management SA | 467,291 | $52.6M | 1.86% | −28,411−5.7% | Reduced |