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 |
|---|---|---|---|---|---|
| Dodge & Cox | 464,410 | $52.3M | 0.04% | −21,086−4.3% | Reduced |
| Gabelli Funds LLC | 458,517 | $51.6M | 0.40% | −38,125−7.7% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 457,454 | $51.5M | 1.24% | +26,460+6.1% | Added |
| Berkshire Asset Management LLC | 456,133 | $51.4M | 3.36% | +13,502+3.1% | Added |
| Ferguson Wellman Capital Management, Inc | 455,483 | $51.3M | 1.90% | +26,778+6.2% | Added |
| Clark Capital Management Group, Inc. | 453,491 | $51.1M | 0.67% | +135,768+42.7% | Added |
| Westwood Holdings Group Inc. | 452,920 | $51.0M | 0.56% | −52,218−10.3% | Reduced |
| E. Ohman J:or Asset Management AB | 449,750 | $50.6M | 2.19% | −2,000−0.4% | Reduced |
| Employees Retirement System of Texas | 449,400 | $50.6M | 0.72% | −42,000−8.5% | Reduced |
| Country Trust Bank | 447,094 | $50.3M | 1.59% | +13,325+3.1% | Added |
| Phoenix Holdings Ltd. | 444,889 | $50.1M | 1.05% | +72,988+19.6% | Added |
| RNC Capital Management LLC | 444,097 | $50.0M | 2.85% | −35,399−7.4% | Reduced |
| Cullen/Frost Bankers, Inc. | 434,282 | $48.9M | 1.10% | −70.0% | Reduced |
| Kestra Advisory Services, LLC | 431,999 | $48.6M | 0.50% | +55,696+14.8% | Added |
| Stock Yards Bank & Trust Co | 431,249 | $48.6M | 2.00% | +197,417+84.4% | Added |
| Bowen Hanes & Co Inc | 428,065 | $48.2M | 1.75% | +7,144+1.7% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 427,634 | $48.2M | 0.51% | +32,212+8.1% | Added |
| State of Alaska, Department of Revenue | 421,718 | $47.5M | 0.58% | −24,576−5.5% | Reduced |
| InterOcean Capital Group, LLC | 419,702 | $47.3M | 1.93% | +44,802+12.0% | Added |
| Prio Wealth Limited Partnership | 419,030 | $47.2M | 1.89% | −1,018−0.2% | Reduced |
| Mutual of America Capital Management LLC | 418,628 | $47.1M | 0.60% | +5,298+1.3% | Added |
| New York Life Investment Management LLC | 414,608 | $46.7M | 0.54% | +414,608 | New |
| Pinnacle Financial Partners Inc | 414,210 | $46.6M | 1.66% | +15,074+3.8% | Added |
| Seizert Capital Partners, LLC | 410,928 | $46.3M | 2.45% | +11,276+2.8% | Added |
| Pinnacle Associates Ltd | 409,962 | $46.2M | 1.01% | +1,049+0.3% | Added |
| Citadel Advisors LLC | 408,443 | $46.0M | 0.06% | −24,090−5.6% | Reduced |
| Becker Capital Management Inc | 407,537 | $45.9M | 2.21% | +3,648+0.9% | Added |
| Gamco Investors, Inc. Et Al | 405,462 | $45.7M | 0.50% | −1,611−0.4% | Reduced |
| Guidance Point Advisors, LLC | 400,571 | $45.1M | 19.46% | +30.0% | Added |
| Glenview Trust Co | 398,470 | $44.9M | 1.65% | +25,546+6.9% | Added |
| Cambridge Trust Co | 396,268 | $44.6M | 1.95% | −2,977−0.7% | Reduced |
| Locust Wood Capital Advisers, LLC | 395,222 | $44.5M | 3.17% | +71,220+22.0% | Added |
| Davis R M Inc | 391,632 | $44.1M | 1.23% | +2,356+0.6% | Added |
| Cambiar Investors LLC | 391,528 | $44.1M | 1.96% | +42,796+12.3% | Added |
| Miller Value Partners, LLC | 389,837 | $43.9M | 2.46% | −4,353−1.1% | Reduced |
| Brandes Investment Partners, LP | 389,241 | $43.8M | 1.07% | +9,830+2.6% | Added |
| Swiss Life Asset Management Ltd | 388,194 | $43.7M | 0.71% | +21,563+5.9% | Added |
| Waters Parkerson & Co., LLC | 388,202 | $43.7M | 2.76% | +8,489+2.2% | Added |
| Texas Permanent School Fund | 387,942 | $43.7M | 0.70% | +4,620+1.2% | Added |
| Candriam Luxembourg S.C.A. | 386,335 | $43.5M | 0.36% | +126,663+48.8% | Added |
| Associated Banc-Corp | 384,069 | $43.3M | 1.89% | +12,468+3.4% | Added |
| Steward Partners Investment Advisory, LLC | 383,893 | $43.2M | 0.79% | −14,821−3.7% | Reduced |
| Private Advisor Group, LLC | 382,938 | $43.1M | 0.38% | −20,092−5.0% | Reduced |
| Lazard Asset Management LLC | 382,712 | $43.1M | 0.06% | −789−0.2% | Reduced |
| Nicholas Company, Inc. | 382,555 | $43.1M | 0.94% | −100.0% | Reduced |
| Investment Management Corp of Ontario | 380,000 | $42.8M | 4.57% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 378,565 | $42.6M | 1.47% | +4,180+1.1% | Added |
| MAI Capital Management | 378,220 | $42.6M | 0.82% | −9,674−2.5% | Reduced |
| Washington Trust Co | 377,383 | $42.5M | 2.00% | +1,751+0.5% | Added |
| TCTC Holdings, LLC | 374,123 | $42.1M | 1.85% | +7,276+2.0% | Added |
| Oppenheimer & Co Inc | 372,481 | $41.9M | 0.90% | +5,245+1.4% | Added |
| Synovus Financial Corp | 370,242 | $41.7M | 0.49% | +20,481+5.9% | Added |
| Cubist Systematic Strategies, LLC | 369,837 | $41.6M | 0.31% | +271,331+275.4% | Added |
| Smith Chas P & Associates Pa Cpas | 369,547 | $41.6M | 3.00% | +32,316+9.6% | Added |
| Vaughan David Investments LLC | 365,110 | $41.1M | 1.31% | +10,049+2.8% | Added |
| Conning Inc. | 362,761 | $40.8M | 1.22% | +11,423+3.3% | Added |
| Pinebridge Investments, L.P. | 360,167 | $40.6M | 0.51% | −511,393−58.7% | Reduced |
| Border to Coast Pensions Partnership Ltd | 354,938 | $40.1M | 1.24% | +46,740+15.2% | Added |
| D.A. Davidson & Co. | 355,791 | $40.1M | 0.50% | +10,187+2.9% | Added |
| Banco Santander, S.A. | 355,313 | $40.0M | 0.53% | −66,999−15.9% | Reduced |
| Meitav Dash Investments Ltd | 349,336 | $39.4M | 0.67% | −21,350−5.8% | Reduced |
| Henshaw Capital LLC | 348,692 | $39.3M | 2.72% | +606+0.2% | Added |
| Nan Shan Life Insurance Co., Ltd. | 346,933 | $39.1M | 0.82% | +59,843+20.8% | Added |
| Impax Asset Management Group plc | 344,834 | $38.8M | 0.19% | −1,509−0.4% | Reduced |
| British Columbia Investment Management Corp | 342,959 | $38.6M | 0.37% | −113,801−24.9% | Reduced |
| Principle Wealth Partners LLC | 341,566 | $38.5M | 4.63% | +3,295+1.0% | Added |
| Alpha Cubed Investments, LLC | 340,265 | $38.3M | 2.78% | +19,403+6.0% | Added |
| Global Frontier Investments LLC | 339,000 | $38.2M | 17.78% | 00.0% | Unchanged |
| Private Management Group Inc | 338,984 | $38.2M | 1.67% | +10,537+3.2% | Added |
| Industrial Alliance Investment Management Inc. | 338,227 | $38.1M | 1.09% | +17,225+5.4% | Added |
| Westpac Banking Corp | 332,769 | $37.5M | 0.49% | −24,103−6.8% | Reduced |
| Bokf, NA | 328,823 | $37.0M | 0.71% | −16,232−4.7% | Reduced |
| Fiduciary Trust Co | 324,407 | $36.5M | 0.77% | −1,158−0.4% | Reduced |
| Stephens Inc | 322,611 | $36.3M | 0.73% | −698−0.2% | Reduced |
| Deprince Race & Zollo Inc | 322,285 | $36.3M | 0.84% | +66,035+25.8% | Added |
| Advisors Capital Management, LLC | 321,598 | $36.2M | 1.10% | +26,058+8.8% | Added |
| Wesbanco Bank Inc | 321,552 | $36.2M | 1.60% | +4,907+1.5% | Added |
| Guggenheim Capital LLC | 320,748 | $36.1M | 0.29% | −461,369−59.0% | Reduced |
| ArrowMark Colorado Holdings LLC | 320,139 | $36.1M | 0.41% | +64,150+25.1% | Added |
| Madison Asset Management, LLC | 319,250 | $36.0M | 0.56% | +1,707+0.5% | Added |
| Massmutual Trust Co FSB | 316,805 | $35.7M | 1.55% | +14,751+4.9% | Added |
| Donaldson Capital Management, LLC | 313,386 | $35.3M | 1.82% | +5,818+1.9% | Added |
| WestEnd Advisors, LLC | 312,776 | $35.2M | 1.11% | – | – |
| Alberta Investment Management Corp | 312,302 | $35.2M | 0.25% | +74,602+31.4% | Added |
| Capital Advisors Inc | 312,139 | $35.1M | 1.05% | +20,533+7.0% | Added |
| Ancora Advisors, LLC | 310,219 | $34.9M | 1.00% | +7,665+2.5% | Added |
| Raymond James Trust N.A. | 310,097 | $34.9M | 1.25% | −8,333−2.6% | Reduced |
| Carnegie Capital Asset Management, LLC | 306,519 | $34.5M | 1.56% | +696+0.2% | Added |
| Group One Trading, L.P. | 306,384 | $34.5M | 0.99% | +272,510+804.5% | Added |
| Foundry Partners, LLC | 305,921 | $34.5M | 2.07% | −25,983−7.8% | Reduced |
| Polaris Wealth Advisory Group, LLC | 304,087 | $34.2M | 2.74% | +37,340+14.0% | Added |
| Eastern Bank | 303,550 | $34.2M | 1.82% | −3,467−1.1% | Reduced |
| GWM Advisors LLC | 302,316 | $34.0M | 0.58% | −150,334−33.2% | Reduced |
| Whittier Trust Co of Nevada Inc | 302,211 | $34.0M | 1.40% | +11,414+3.9% | Added |
| Bridges Investment Management Inc | 301,652 | $34.0M | 1.24% | +7,789+2.7% | Added |
| Beacon Pointe Advisors, LLC | 301,193 | $33.9M | 0.72% | −117,241−28.0% | Reduced |
| Beacon Investment Advisory Services, Inc. | 300,496 | $33.8M | 1.77% | +501+0.2% | Added |
| Mercer Global Advisors Inc | 297,721 | $33.5M | 0.21% | +11,380+4.0% | Added |
| Parsec Financial Management, Inc. | 297,689 | $33.5M | 1.63% | −7,270−2.4% | Reduced |
| Hartford Investment Management Co | 294,160 | $33.1M | 1.02% | +2,010+0.7% | Added |