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 |
|---|---|---|---|---|---|
| Ironvine Capital Partners, LLC | 149,796 | $16.9M | 2.07% | +22,979+18.1% | Added |
| Dixon Mitchell Investment Counsel Inc. | 149,774 | $16.9M | 1.20% | +1,161+0.8% | Added |
| Easterly Investment Partners LLC | 149,673 | $16.9M | 1.50% | +13,693+10.1% | Added |
| Congress Asset Management Co | 149,293 | $16.8M | 0.16% | −26,652−15.1% | Reduced |
| Osher Van de Voorde Investment Management | 148,568 | $16.7M | 4.72% | +24,043+19.3% | Added |
| Capital International Sarl | 148,549 | $16.7M | 1.34% | −48,967−24.8% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 148,521 | $16.7M | 0.73% | +6,335+4.5% | Added |
| Neville Rodie & Shaw Inc | 148,261 | $16.7M | 1.49% | −4,047−2.7% | Reduced |
| Dana Investment Advisors, Inc. | 148,113 | $16.7M | 0.84% | −1,856−1.2% | Reduced |
| Brewin Dolphin Ltd | 147,881 | $16.7M | 0.80% | −10,460−6.6% | Reduced |
| Azimuth Capital Investment Management LLC | 147,413 | $16.6M | 0.84% | +147,413 | New |
| Acadian Asset Management LLC | 146,659 | $16.5M | 0.08% | +43,280+41.9% | Added |
| Ziegler Capital Management, LLC | 146,042 | $16.4M | 0.68% | +8,295+6.0% | Added |
| Illinois Municipal Retirement Fund | 145,561 | $16.4M | 0.38% | −4,794−3.2% | Reduced |
| Jupiter Asset Management Ltd | 145,496 | $16.4M | 0.23% | −120,287−45.3% | Reduced |
| O'Shaughnessy Asset Management, LLC | 145,371 | $16.4M | 0.30% | +822+0.6% | Added |
| Banque Pictet & Cie SA | 145,340 | $16.4M | 0.16% | −1,629−1.1% | Reduced |
| ADAMCAPITAL Gestao de Recursos Ltda. | 145,224 | $16.4M | 18.73% | −524,839−78.3% | Reduced |
| Logan Capital Management Inc | 144,502 | $16.3M | 0.94% | +12,117+9.2% | Added |
| Private Asset Management Inc | 143,013 | $16.1M | 2.62% | +1,105+0.8% | Added |
| Resources Management Corp | 142,163 | $16.0M | 2.59% | −564−0.4% | Reduced |
| Parsons Capital Management Inc | 141,368 | $15.9M | 1.43% | −169−0.1% | Reduced |
| Narwhal Capital Management | 140,743 | $15.8M | 2.17% | −902−0.6% | Reduced |
| Lockheed Martin Investment Management Co | 140,660 | $15.8M | 1.08% | −3,020−2.1% | Reduced |
| Patten & Patten Inc | 140,576 | $15.8M | 1.39% | −2,176−1.5% | Reduced |
| BLB&B Advisors, LLC | 140,245 | $15.8M | 1.25% | +3,024+2.2% | Added |
| Bollard Group LLC | 139,309 | $15.7M | 0.64% | +1,066+0.8% | Added |
| Eisler Capital (UK) Ltd. | 138,669 | $15.6M | 1.64% | +14,716+11.9% | Added |
| Aptus Capital Advisors, LLC | 138,015 | $15.5M | 0.52% | +8,829+6.8% | Added |
| Jones Financial Companies LLLP | 137,891 | $15.5M | 0.03% | +4,781+3.6% | Added |
| Cresset Asset Management, LLC | 140,225 | $15.5M | 0.19% | +437+0.3% | Added |
| Adviser Investments LLC | 137,541 | $15.5M | 1.05% | +45,593+49.6% | Added |
| Maryland Capital Management | 137,270 | $15.5M | 1.22% | −851−0.6% | Reduced |
| Cypress Capital Management LLC | 137,274 | $15.5M | 2.30% | −578−0.4% | Reduced |
| Avantax Advisory Services, Inc. | 136,843 | $15.4M | 0.23% | +4,594+3.5% | Added |
| Courant Investment Management LLC | 136,592 | $15.4M | 14.69% | 00.0% | Unchanged |
| Allstate Corp | 136,092 | $15.3M | 0.47% | +44,156+48.0% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 135,392 | $15.2M | 1.33% | −10,300−7.1% | Reduced |
| Osborne Partners Capital Management, LLC | 135,311 | $15.2M | 1.17% | +9,553+7.6% | Added |
| Evergreen Capital Management LLC | 134,386 | $15.1M | 0.79% | +9,920+8.0% | Added |
| Fukoku Mutual Life Insurance Co | 134,100 | $15.1M | 1.28% | −400−0.3% | Reduced |
| Hi-Line Capital Management, LLC | 134,039 | $15.1M | 5.74% | +3,598+2.8% | Added |
| Davis-Rea Ltd. | 133,516 | $15.0M | 4.48% | +125,591+1,584.7% | Added |
| Stonebridge Capital Advisors LLC | 133,426 | $15.0M | 1.82% | +6,253+4.9% | Added |
| Noesis Capital Mangement Corp | 132,173 | $14.9M | 4.42% | −4,240−3.1% | Reduced |
| First Long Island Investors, LLC | 131,933 | $14.9M | 1.54% | +14,551+12.4% | Added |
| Rbo & Co LLC | 131,690 | $14.8M | 2.72% | +11,068+9.2% | Added |
| Bank of the West | 131,608 | $14.8M | 1.88% | −1,305−1.0% | Reduced |
| Moors & Cabot, Inc. | 131,279 | $14.8M | 1.06% | −1,196−0.9% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 131,201 | $14.8M | 0.33% | +1,211+0.9% | Added |
| Callahan Advisors, LLC | 131,195 | $14.8M | 1.97% | +2,201+1.7% | Added |
| Albion Financial Group | 131,110 | $14.8M | 1.46% | +3,580+2.8% | Added |
| Unigestion Holding SA | 130,707 | $14.7M | 0.82% | −169,228−56.4% | Reduced |
| Hantz Financial Services, Inc. | 130,320 | $14.7M | 0.50% | +8,473+7.0% | Added |
| Kestra Private Wealth Services, LLC | 129,929 | $14.6M | 0.83% | +17,284+15.3% | Added |
| Hosking Partners LLP | 129,892 | $14.6M | 0.58% | −25,386−16.3% | Reduced |
| First American Bank | 129,646 | $14.6M | 1.49% | −5,109−3.8% | Reduced |
| Kanawha Capital Management LLC | 129,115 | $14.5M | 1.48% | +350.0% | Added |
| Banque Cantonale Vaudoise | 128,299 | $14.4M | 0.75% | −8,740−6.4% | Reduced |
| Atlantic Union Bankshares Corp | 127,390 | $14.3M | 1.47% | −648−0.5% | Reduced |
| Equitable Holdings, Inc. | 126,987 | $14.3M | 0.27% | +11,390+9.9% | Added |
| Linscomb & Williams, Inc. | 126,587 | $14.3M | 0.82% | +6,911+5.8% | Added |
| Middleton & Co Inc | 126,520 | $14.2M | 1.83% | −1,260−1.0% | Reduced |
| Bourgeon Capital Management LLC | 126,065 | $14.2M | 3.75% | +4,756+3.9% | Added |
| JustInvest LLC | 125,907 | $14.2M | 0.66% | +23,729+23.2% | Added |
| Forbes J M & Co LLP | 125,640 | $14.1M | 2.08% | −226−0.2% | Reduced |
| Steel Peak Wealth Management LLC | 125,472 | $14.1M | 1.02% | +82,342+190.9% | Added |
| Stillwater Capital Advisors, LLC | 125,104 | $14.1M | 2.62% | +3,382+2.8% | Added |
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. | 124,926 | $14.1M | 8.54% | +905+0.7% | Added |
| Adams Diversified Equity Fund, Inc. | 124,700 | $14.0M | 0.67% | 00.0% | Unchanged |
| Regentatlantic Capital LLC | 124,620 | $14.0M | 0.46% | +490+0.4% | Added |
| James Investment Research Inc | 124,148 | $14.0M | 1.87% | −250−0.2% | Reduced |
| Tufton Capital Management | 124,143 | $14.0M | 2.61% | +857+0.7% | Added |
| Motco | 124,005 | $14.0M | 1.05% | +5,313+4.5% | Added |
| Culbertson A N & Co Inc | 123,541 | $13.9M | 3.02% | −560.0% | Reduced |
| Alley Investment Management Company, LLC | 123,471 | $13.9M | 2.62% | +351+0.3% | Added |
| Bailard, Inc. | 123,121 | $13.9M | 0.55% | −22,606−15.5% | Reduced |
| Cabot Wealth Management Inc | 122,520 | $13.8M | 2.19% | −432−0.4% | Reduced |
| Rempart Asset Management Inc. | 122,519 | $13.8M | 3.23% | +2,520+2.1% | Added |
| Martingale Asset Management L P | 122,257 | $13.8M | 0.25% | −86,272−41.4% | Reduced |
| Advisor Partners LLC | 121,506 | $13.7M | 0.96% | +589+0.5% | Added |
| Sarasin & Partners LLP | 121,244 | $13.7M | 0.17% | −836,403−87.3% | Reduced |
| Financial Partners Capital Management LLC | 120,341 | $13.6M | 2.91% | +800+0.7% | Added |
| Amica Mutual Insurance Co | 119,913 | $13.5M | 1.71% | +10,000+9.1% | Added |
| Birch Hill Investment Advisors LLC | 119,376 | $13.4M | 0.84% | +92+0.1% | Added |
| Great Valley Advisor Group, Inc. | 119,302 | $13.4M | 0.74% | +49,891+71.9% | Added |
| Miramar Capital, LLC | 118,680 | $13.4M | 3.78% | +34,080+40.3% | Added |
| Valeo Financial Advisors, LLC | 142,728 | $13.3M | 0.84% | −257−0.2% | Reduced |
| KMG Fiduciary Partners, LLC | 118,228 | $13.3M | 2.48% | +4,247+3.7% | Added |
| Steigerwald, Gordon & Koch Inc. | 118,152 | $13.3M | 2.32% | +2,515+2.2% | Added |
| Shell Asset Management Co | 117,802 | $13.3M | 0.39% | +1,399+1.2% | Added |
| Perfromance Wealth Partners, LLC | 117,246 | $13.2M | 0.74% | −1,866−1.6% | Reduced |
| Guardian Capital Advisors LP | 120,507 | $13.0M | 1.49% | +9,143+8.2% | Added |
| NewEdge Wealth, LLC | 115,539 | $13.0M | 0.59% | +14,459+14.3% | Added |
| Kingsview Wealth Management, LLC | 114,902 | $12.9M | 0.62% | +10,479+10.0% | Added |
| United Asset Strategies, Inc. | 114,659 | $12.9M | 1.88% | −17,779−13.4% | Reduced |
| Curi Capital | 114,368 | $12.9M | 2.49% | +2,012+1.8% | Added |
| Webster Bank, N. A. | 114,068 | $12.8M | 1.75% | −2,187−1.9% | Reduced |
| Overbrook Management Corp | 113,697 | $12.8M | 3.70% | −2,064−1.8% | Reduced |
| Addenda Capital Inc. | 113,397 | $12.8M | 0.61% | −788−0.7% | Reduced |