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 | 5,103 | $572.1B |
| Q4 2025 | 5,155 | $639.5B |
| Q3 2025 | 4,766 | $618.0B |
| Q2 2025 | 4,753 | $582.4B |
| Q1 2025 | 4,680 | $494.6B |
| Q4 2024 | 4,680 | $490.0B |
| Q3 2024 | 4,216 | $429.4B |
| Q2 2024 | 4,182 | $416.2B |
| Q1 2024 | 4,121 | $414.5B |
| Q4 2023 | 4,002 | $351.8B |
| Q3 2023 | 3,711 | $297.0B |
| Q2 2023 | 3,673 | $297.6B |
| Q1 2023 | 3,613 | $266.3B |
| Q4 2022 | 3,629 | $278.3B |
| Q3 2022 | 3,396 | $212.9B |
| Q2 2022 | 3,428 | $229.3B |
| Q1 2022 | 3,520 | $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 |
|---|---|---|---|---|---|
| ExodusPoint Capital Management, LP | 205,489 | $23.1M | 0.33% | +190,739+1,293.1% | Added |
| Anchor Capital Advisors LLC | 204,677 | $23.0M | 0.58% | −21,817−9.6% | Reduced |
| Leonteq Securities AG | 204,230 | $23.0M | 1.09% | +147,346+259.0% | Added |
| LMCG Investments, LLC | 204,180 | $23.0M | 1.59% | +668+0.3% | Added |
| Lido Advisors, LLC | 203,301 | $22.9M | 0.49% | +18,309+9.9% | Added |
| Estabrook Capital Management | 202,716 | $22.8M | 3.91% | −1,762−0.9% | Reduced |
| Moody Lynn & Lieberson, LLC | 202,062 | $22.8M | 2.05% | −8,773−4.2% | Reduced |
| Walleye Trading LLC | 201,909 | $22.7M | 0.55% | +179,921+818.3% | Added |
| Wafra Inc. | 201,481 | $22.7M | 0.86% | −139,961−41.0% | Reduced |
| Capital International Ltd | 200,988 | $22.6M | 1.70% | +1,141+0.6% | Added |
| Front Barnett Associates LLC | 200,756 | $22.6M | 2.75% | −8,400−4.0% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 200,682 | $22.6M | 0.09% | +18,137+9.9% | Added |
| St Germain D J Co Inc | 200,268 | $22.6M | 1.49% | −2,150−1.1% | Reduced |
| Shufro Rose & Co LLC | 199,213 | $22.4M | 1.95% | +2,526+1.3% | Added |
| Atria Investments LLC | 197,940 | $22.3M | 0.47% | +6,504+3.4% | Added |
| Tower Research Capital LLC (TRC) | 197,678 | $22.3M | 0.50% | −245,451−55.4% | Reduced |
| Cetera Advisors LLC | 196,899 | $22.2M | 0.50% | +3,312+1.7% | Added |
| Cardinal Capital Management, Inc. | 196,846 | $22.2M | 1.22% | +14,299+7.8% | Added |
| Community Trust & Investment Co | 196,411 | $22.1M | 2.04% | +7,990+4.2% | Added |
| Brinker Capital Investments, LLC | 196,059 | $22.1M | 0.42% | −9,305−4.5% | Reduced |
| Erste Asset Management GmbH | 191,018 | $21.9M | 0.49% | −3,417−1.8% | Reduced |
| Balyasny Asset Management LLC | 194,606 | $21.9M | 0.09% | −235,704−54.8% | Reduced |
| Ruffer LLP | 192,842 | $21.7M | 0.85% | +15,149+8.5% | Added |
| Norinchukin Bank, The | 192,202 | $21.6M | 0.42% | +46,941+32.3% | Added |
| Itau Unibanco Holding S.A. | 192,070 | $21.6M | 0.76% | +93,175+94.2% | Added |
| Thomasville National Bank | 191,251 | $21.5M | 2.38% | +20,405+11.9% | Added |
| Wade G W & Inc | 191,075 | $21.5M | 0.98% | +7,412+4.0% | Added |
| Oak Associates, Ltd | 190,303 | $21.4M | 1.68% | −18,552−8.9% | Reduced |
| Louisiana State Employees Retirement System | 186,000 | $21.3M | 0.57% | −500−0.3% | Reduced |
| Achmea Investment Management B.V. | 187,435 | $21.1M | 0.68% | +20,875+12.5% | Added |
| Atria Wealth Solutions, Inc. | 186,598 | $21.0M | 0.42% | +41,765+28.8% | Added |
| Tocqueville Asset Management L.P. | 186,043 | $20.9M | 0.38% | +15,013+8.8% | Added |
| Janney Capital Management LLC | 185,747 | $20.9M | 1.68% | −1,238−0.7% | Reduced |
| Silvercrest Asset Management Group LLC | 185,617 | $20.9M | 0.16% | +1,412+0.8% | Added |
| Absher Wealth Management, LLC | 184,976 | $20.8M | 4.05% | +16,099+9.5% | Added |
| National Mutual Insurance Federation of Agricultural Cooperatives | 184,900 | $20.8M | 0.22% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 183,521 | $20.7M | 0.95% | −1,089−0.6% | Reduced |
| Cullinan Associates Inc | 183,213 | $20.6M | 1.26% | +13,054+7.7% | Added |
| Sandy Spring Bank | 183,021 | $20.6M | 1.24% | −186−0.1% | Reduced |
| Central Trust Co | 181,952 | $20.5M | 0.68% | −3,042−1.6% | Reduced |
| Hyman Charles D | 181,875 | $20.5M | 1.49% | +213+0.1% | Added |
| Capital Investment Advisors, LLC | 181,527 | $20.4M | 0.68% | +11,185+6.6% | Added |
| Wharton Business Group, LLC | 180,844 | $20.4M | 1.35% | +7,781+4.5% | Added |
| Maple Capital Management, Inc. | 180,278 | $20.3M | 2.67% | +7,381+4.3% | Added |
| Marco Investment Management LLC | 178,967 | $20.2M | 2.35% | +1,117+0.6% | Added |
| Veritable, L.P. | 178,638 | $20.1M | 0.36% | −1,011−0.6% | Reduced |
| Appleton Partners Inc | 178,318 | $20.1M | 1.90% | +1,767+1.0% | Added |
| American Assets Investment Management, LLC | 177,600 | $20.0M | 2.50% | 00.0% | Unchanged |
| Independent Advisor Alliance | 177,580 | $20.0M | 1.12% | +2,149+1.2% | Added |
| Tower Bridge Advisors | 176,574 | $19.9M | 1.62% | −3,633−2.0% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 176,160 | $19.8M | 1.64% | +4,951+2.9% | Added |
| BTR Capital Management Inc | 175,862 | $19.8M | 2.84% | +5,071+3.0% | Added |
| Palisade Capital Management LLC | 175,491 | $19.8M | 0.54% | −3,101−1.7% | Reduced |
| KCM Investment Advisors LLC | 174,515 | $19.7M | 0.86% | +2,482+1.4% | Added |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 175,990 | $19.6M | 1.55% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 174,061 | $19.6M | 0.86% | −5,459−3.0% | Reduced |
| Wilsey Asset Management Inc | 173,991 | $19.6M | 4.86% | +3,123+1.8% | Added |
| Aristotle Atlantic Partners, LLC | 173,692 | $19.6M | 1.50% | +3,767+2.2% | Added |
| Doyle Wealth Management | 172,878 | $19.5M | 1.57% | +458+0.3% | Added |
| Northeast Financial Consultants Inc | 172,878 | $19.5M | 1.36% | −1,767−1.0% | Reduced |
| Ieq Capital, LLC | 171,466 | $19.3M | 0.58% | −5,807−3.3% | Reduced |
| Randolph Co Inc | 171,440 | $19.3M | 2.92% | 00.0% | Unchanged |
| Rockland Trust Co | 171,127 | $19.3M | 1.33% | +13,472+8.5% | Added |
| Baker Avenue Asset Management, LP | 170,786 | $19.2M | 1.30% | +6,095+3.7% | Added |
| Bank of Nova Scotia Trust Co | 168,123 | $18.9M | 1.94% | +2,448+1.5% | Added |
| Villere St Denis J & Co LLC | 166,741 | $18.8M | 1.40% | +4,835+3.0% | Added |
| Congress Wealth Management LLC | 165,421 | $18.6M | 0.48% | −3,947−2.3% | Reduced |
| Lowe Brockenbrough & Co Inc | 165,296 | $18.6M | 1.63% | −2,236−1.3% | Reduced |
| HighPoint Advisor Group LLC | 165,630 | $18.5M | 2.03% | +165,630 | New |
| Verde Servicos Internacionais S.A. | 164,200 | $18.5M | 4.84% | +164,200 | New |
| Rothschild Investment Corp | 163,876 | $18.5M | 1.70% | +4,585+2.9% | Added |
| New Mexico Educational Retirement Board | 163,850 | $18.5M | 0.89% | −8,000−4.7% | Reduced |
| Carret Asset Management, LLC | 163,745 | $18.4M | 2.56% | +237+0.1% | Added |
| Howe & Rusling Inc | 163,361 | $18.4M | 2.33% | −9,703−5.6% | Reduced |
| Farmers & Merchants Investments Inc | 163,052 | $18.4M | 0.78% | +2,089+1.3% | Added |
| Blue Chip Partners, Inc. | 163,010 | $18.4M | 2.34% | +6,186+3.9% | Added |
| Arvest Trust Co N A | 162,803 | $18.3M | 1.20% | +328+0.2% | Added |
| First Fiduciary Investment Counsel, Inc. | 162,465 | $18.3M | 4.14% | +1,127+0.7% | Added |
| Franklin Street Advisors Inc | 161,928 | $18.2M | 1.72% | −31,057−16.1% | Reduced |
| Twinbeech Capital LP | 161,883 | $18.2M | 0.82% | +132,984+460.2% | Added |
| Trust Co of Vermont | 159,382 | $17.9M | 1.37% | +8,893+5.9% | Added |
| South State Corp. | 159,230 | $17.9M | 1.68% | +590.0% | Added |
| Alpine Woods Capital Investors, LLC | 158,895 | $17.9M | 2.24% | +2,963+1.9% | Added |
| Foster Dykema Cabot & Co Inc | 157,267 | $17.7M | 2.18% | −711−0.5% | Reduced |
| Verity & Verity, LLC | 157,137 | $17.7M | 2.71% | +21,518+15.9% | Added |
| Kiwi Wealth Investments Limited Partnership | 156,741 | $17.7M | 1.22% | +82,823+112.0% | Added |
| Abner Herrman & Brock LLC | 156,186 | $17.6M | 3.04% | −3,962−2.5% | Reduced |
| Prudential PLC | 155,248 | $17.5M | 0.32% | +33,560+27.6% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 154,809 | $17.4M | 0.11% | +49,940+47.6% | Added |
| Brookstone Capital Management | 151,991 | $17.4M | 0.39% | +69,656+84.6% | Added |
| Kemnay Advisory Services Inc. | 153,947 | $17.3M | 4.21% | 00.0% | Unchanged |
| Willis Investment Counsel | 153,680 | $17.3M | 1.06% | −2,400−1.5% | Reduced |
| Capstone Investment Advisors, LLC | 152,598 | $17.2M | 0.40% | −89,131−36.9% | Reduced |
| Kettle Hill Capital Management, LLC | 152,253 | $17.1M | 4.32% | +152,253 | New |
| Sequoia Financial Advisors, LLC | 152,156 | $17.1M | 0.48% | +16,934+12.5% | Added |
| Fort Pitt Capital Group, LLC | 152,141 | $17.1M | 0.74% | +21,233+16.2% | Added |
| Allen Investment Management LLC | 151,653 | $17.1M | 0.28% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 150,361 | $16.9M | 0.71% | −6,200−4.0% | Reduced |
| Wesleyan Assurance Society | 150,207 | $16.9M | 2.42% | +2,500+1.7% | Added |
| Campbell Newman Asset Management Inc | 150,078 | $16.9M | 1.79% | −31,442−17.3% | Reduced |