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
- −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
- 1,782 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 | 5,157 | $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 |
|---|---|---|---|---|---|
| Worldquant Millennium Advisors LLC | 292,832 | $33.0M | 0.94% | +166,214+131.3% | Added |
| Advisors Asset Management, Inc. | 292,326 | $32.9M | 0.60% | +292,326 | New |
| Vigilant Capital Management, LLC | 291,958 | $32.9M | 2.84% | +10,966+3.9% | Added |
| Miller Howard Investments Inc | 290,650 | $32.7M | 1.26% | +15,773+5.7% | Added |
| Roffman Miller Associates Inc | 290,536 | $32.7M | 2.83% | +5,177+1.8% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 289,526 | $32.6M | 1.95% | +82,724+40.0% | Added |
| North Star Investment Management Corp. | 285,580 | $32.2M | 2.92% | +4,265+1.5% | Added |
| PM Capital Ltd | 284,889 | $32.1M | 8.31% | 00.0% | Unchanged |
| Giverny Capital Inc.SuperinvestorGiverny Capital | 284,157 | $32.0M | 2.11% | +7,609+2.8% | Added |
| ZWJ Investment Counsel Inc | 280,456 | $31.6M | 1.84% | +5,372+2.0% | Added |
| First Manhattan Co | 281,559 | $31.5M | 0.13% | −21,412−7.1% | Reduced |
| Welch Group, LLC | 277,090 | $31.2M | 1.90% | +44,406+19.1% | Added |
| B. Metzler seel. Sohn & Co. AG | 275,864 | $31.1M | 0.51% | −704−0.3% | Reduced |
| Cetera Investment Advisers | 274,842 | $30.9M | 0.49% | +28,471+11.6% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 268,479 | $30.2M | 1.29% | +148,558+123.9% | Added |
| Gradient Investments LLC | 267,942 | $30.2M | 0.88% | +41,095+18.1% | Added |
| MBB Public Markets I LLC | 267,752 | $30.2M | 0.73% | +93,671+53.8% | Added |
| Sabal Trust CO | 266,240 | $30.0M | 2.15% | +13,266+5.2% | Added |
| Destination Wealth Management | 266,237 | $30.0M | 1.21% | +7,298+2.8% | Added |
| McDonald Capital Investors Inc | 264,683 | $29.8M | 2.49% | +100,961+61.7% | Added |
| South Dakota Investment Council | 263,863 | $29.7M | 0.67% | +55,210+26.5% | Added |
| Vontobel Holding Ltd. | 256,421 | $29.6M | 0.32% | +10,728+4.4% | Added |
| PFS Investments Inc. | 259,480 | $29.2M | 0.59% | +42,019+19.3% | Added |
| Cornerstone Advisors, LLC | 257,000 | $28.9M | 1.52% | +40,000+18.4% | Added |
| First National Bank of Omaha | 254,876 | $28.7M | 1.74% | −7,430−2.8% | Reduced |
| Spears Abacus Advisors LLC | 253,460 | $28.5M | 2.57% | +12,732+5.3% | Added |
| Barr E S & Co | 252,630 | $28.4M | 2.32% | +11,977+5.0% | Added |
| Ossiam | 252,479 | $28.4M | 0.86% | +152,528+152.6% | Added |
| Nexus Investment Management ULC | 251,972 | $28.4M | 3.26% | −7,100−2.7% | Reduced |
| Cetera Advisor Networks LLC | 251,259 | $28.3M | 0.36% | +36,209+16.8% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 249,755 | $28.2M | 0.43% | +112,392+81.8% | Added |
| First National Trust Co | 250,385 | $28.2M | 1.59% | +2,329+0.9% | Added |
| Chartwell Investment Partners, LLC | 250,325 | $28.2M | 1.13% | +4,164+1.7% | Added |
| Daiwa Securities Group Inc. | 249,950 | $28.1M | 0.22% | +7,425+3.1% | Added |
| Taurus Asset Management, LLC | 249,931 | $28.1M | 3.47% | −5,194−2.0% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 249,178 | $28.1M | 0.62% | −38,543−13.4% | Reduced |
| Stratos Wealth Partners, LTD. | 248,418 | $28.0M | 0.71% | +6,466+2.7% | Added |
| First Foundation Advisors | 248,043 | $27.9M | 1.23% | +21,437+9.5% | Added |
| Baskin Financial Services Inc. | 248,035 | $27.9M | 3.03% | −1,143−0.5% | Reduced |
| Capitolis Advisors LLC | 247,928 | $27.9M | 1.46% | −4,685−1.9% | Reduced |
| Xponance, Inc. | 247,379 | $27.9M | 0.56% | +10,083+4.2% | Added |
| Meyer Handelman Co | 246,191 | $27.7M | 1.19% | +2,050+0.8% | Added |
| Edmond de Rothschild Holding S.A. | 246,061 | $27.7M | 0.68% | −130,398−34.6% | Reduced |
| Bryn Mawr Trust Co | 245,931 | $27.7M | 1.27% | −5,583−2.2% | Reduced |
| Ingalls & Snyder LLC | 244,816 | $27.6M | 1.45% | +9,366+4.0% | Added |
| Commerzbank Aktiengesellschaft | 243,867 | $27.5M | 1.92% | −16,569−6.4% | Reduced |
| Argent Trust Co | 243,589 | $27.4M | 1.88% | −1,250−0.5% | Reduced |
| Wolverine Trading, LLC | 237,277 | $27.4M | 0.86% | +140,838+146.0% | Added |
| Securian Asset Management, Inc | 242,907 | $27.4M | 0.66% | −2,992−1.2% | Reduced |
| Fishman Jay A Ltd | 242,549 | $27.3M | 3.72% | −372−0.2% | Reduced |
| Man Group plc | – | $27.1M | 0.12% | – | – |
| Covington Capital Management | 240,470 | $27.1M | 1.10% | +11,277+4.9% | Added |
| Busey Wealth Management | 239,401 | $27.0M | 1.25% | +3,417+1.4% | Added |
| Crestwood Advisors Group LLC | 238,027 | $26.8M | 0.90% | +348+0.1% | Added |
| Elo Mutual Pension Insurance Co | 232,751 | $26.2M | 0.88% | +4,790+2.1% | Added |
| Heritage Investors Management Corp | 232,460 | $26.2M | 1.23% | +13,836+6.3% | Added |
| NS Partners Ltd | 231,717 | $26.1M | 1.58% | +762+0.3% | Added |
| Badgley Phelps Wealth Managers, LLC | 230,425 | $25.9M | 1.07% | −69,498−23.2% | Reduced |
| NorthCrest Asset Manangement, LLC | 230,155 | $25.9M | 1.33% | +23,345+11.3% | Added |
| Central Securities Corp | 230,000 | $25.9M | 3.45% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 229,938 | $25.9M | 0.39% | −342,200−59.8% | Reduced |
| Gillespie Robinson & Grimm Inc | 229,813 | $25.9M | 2.66% | −33,060−12.6% | Reduced |
| Private Wealth Partners, LLC | 229,384 | $25.8M | 3.00% | −5,666−2.4% | Reduced |
| Payden & Rygel | 228,860 | $25.8M | 1.55% | +54,054+30.9% | Added |
| Nippon Life Global Investors Americas, Inc. | 228,000 | $25.7M | 1.66% | −28,960−11.3% | Reduced |
| Crossmark Global Holdings, Inc. | 227,310 | $25.6M | 0.66% | +30,086+15.3% | Added |
| Maryland State Retirement & Pension System | 224,751 | $25.3M | 0.82% | −2,337−1.0% | Reduced |
| First Horizon Advisors, Inc. | 223,103 | $25.1M | 0.89% | +98,510+79.1% | Added |
| Old National Bancorp | 222,819 | $25.1M | 0.85% | +59,293+36.3% | Added |
| Matrix Asset Advisors Inc | 222,179 | $25.0M | 3.84% | +3,807+1.7% | Added |
| Mill Capital Management, LLC | 221,954 | $25.0M | 2.77% | +3,833+1.8% | Added |
| Flputnam Investment Management Co | 221,416 | $24.9M | 0.92% | −43,776−16.5% | Reduced |
| Clifford Swan Investment Counsel LLC | 220,163 | $24.8M | 1.07% | −5,764−2.6% | Reduced |
| Venture Visionary Partners LLC | 219,997 | $24.8M | 1.88% | +5,059+2.4% | Added |
| AE Wealth Management LLC | 218,946 | $24.7M | 0.20% | +17,672+8.8% | Added |
| Schwerin Boyle Capital Management Inc | 218,026 | $24.6M | 2.51% | −450−0.2% | Reduced |
| Kentucky Retirement Systems | 217,984 | $24.5M | 1.04% | +29,614+15.7% | Added |
| Highland Capital Management, LLC | 217,965 | $24.5M | 1.76% | −2,492−1.1% | Reduced |
| LaFleur & Godfrey LLC | 217,279 | $24.5M | 3.87% | +25,079+13.0% | Added |
| Markel Group Inc.SuperinvestorMarkel Group | 216,550 | $24.4M | 0.35% | 00.0% | Unchanged |
| Klingenstein Fields & Co LP | 215,956 | $24.3M | 1.26% | +1,672+0.8% | Added |
| Chilton Capital Management LLC | 215,832 | $24.3M | 1.49% | −46,496−17.7% | Reduced |
| Polar Capital Holdings Plc | 215,718 | $24.3M | 0.19% | −42,767−16.5% | Reduced |
| Wealthfront Advisers LLC | 215,285 | $24.2M | 0.12% | +26,786+14.2% | Added |
| MMBG Investment Advisors Co. | 214,451 | $24.1M | 3.00% | +8,134+3.9% | Added |
| Johnson Investment Counsel Inc | 214,331 | $24.1M | 0.34% | −2,703−1.2% | Reduced |
| Northeast Investment Management | 212,315 | $23.9M | 1.53% | −4,245−2.0% | Reduced |
| Oakworth Capital, Inc. | 211,671 | $23.8M | 2.40% | +8,314+4.1% | Added |
| Galvin, Gaustad & Stein, LLC | 211,200 | $23.8M | 2.41% | +3,732+1.8% | Added |
| Stewart & Patten Co LLC | 210,580 | $23.7M | 4.33% | +5,850+2.9% | Added |
| Hancock Whitney Corp | 210,032 | $23.7M | 0.95% | −2,093−1.0% | Reduced |
| Howard Capital Management Group, LLC | 209,333 | $23.6M | 2.77% | −1,765−0.8% | Reduced |
| Chesley Taft & Associates LLC | 208,577 | $23.5M | 1.60% | −693−0.3% | Reduced |
| Smith, Salley & Associates | 208,536 | $23.5M | 2.03% | +10,361+5.2% | Added |
| Levin Capital Strategies, L.P. | 207,509 | $23.4M | 2.82% | −10,623−4.9% | Reduced |
| Salem Investment Counselors Inc | 207,411 | $23.4M | 1.06% | +9,585+4.8% | Added |
| Braun Stacey Associates Inc | 207,392 | $23.4M | 1.33% | −22,496−9.8% | Reduced |
| Manitou Investment Management Ltd. | 206,690 | $23.3M | 4.35% | −1,372−0.7% | Reduced |
| Pictet & Cie (Europe) SA | 206,610 | $23.3M | 1.08% | 00.0% | Unchanged |
| Eagle Global Advisors LLC | 205,543 | $23.1M | 1.71% | −1,526−0.7% | Reduced |