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 |
|---|---|---|---|---|---|
| Drexel Morgan & Co. | 112,850 | $12.7M | 3.49% | +244+0.2% | Added |
| Prospera Financial Services Inc | 112,413 | $12.7M | 0.65% | +11,585+11.5% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 112,107 | $12.6M | 1.35% | +8,682+8.4% | Added |
| J.P. Marvel Investment Advisors, LLC | 111,771 | $12.6M | 3.03% | 00.0% | Unchanged |
| MainStreet Investment Advisors LLC | 111,429 | $12.5M | 1.44% | −540.0% | Reduced |
| United Services Automobile Association | 111,221 | $12.5M | 0.33% | +111,221 | New |
| Ally Financial Inc. | 111,000 | $12.5M | 1.70% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 110,851 | $12.5M | 1.02% | +6,439+6.2% | Added |
| Thompson Siegel & Walmsley LLC | 110,515 | $12.4M | 0.20% | −12,681−10.3% | Reduced |
| Fiduciary Group LLC | 103,471 | $12.4M | 1.55% | +1,515+1.5% | Added |
| Texas Yale Capital Corp. | 109,861 | $12.4M | 0.80% | +7,420+7.2% | Added |
| Waverton Investment Management Ltd | 109,787 | $12.4M | 0.48% | +8,839+8.8% | Added |
| Grassi Investment Management | 109,456 | $12.3M | 1.64% | −847−0.8% | Reduced |
| CSM Advisors, LLC | 109,220 | $12.3M | 1.14% | +1,310+1.2% | Added |
| Adell Harriman & Carpenter Inc | 108,929 | $12.3M | 1.50% | +4,457+4.3% | Added |
| Ashburton (Jersey) Ltd | 108,772 | $12.2M | 6.01% | −1,260−1.1% | Reduced |
| Pictet North America Advisors SA | 108,477 | $12.2M | 1.62% | +100.0% | Added |
| Gluskin Sheff & Assoc Inc | 108,467 | $12.2M | 0.67% | −4,503−4.0% | Reduced |
| Dearborn Partners LLC | 107,925 | $12.2M | 0.51% | −190.0% | Reduced |
| Anderson Hoagland & Co | 105,815 | $12.1M | 1.82% | −60.0% | Reduced |
| Trexquant Investment LP | 107,740 | $12.1M | 0.54% | −67,495−38.5% | Reduced |
| HBK Sorce Advisory LLC | 107,605 | $12.1M | 0.89% | −118,596−52.4% | Reduced |
| National Asset Management, Inc. | 107,570 | $12.1M | 0.51% | −9,385−8.0% | Reduced |
| Cannell Peter B & Co Inc | 107,539 | $12.1M | 0.44% | +21,279+24.7% | Added |
| Socorro Asset Management LP | 107,071 | $12.1M | 4.28% | −13,549−11.2% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 107,059 | $12.1M | 0.51% | +6,069+6.0% | Added |
| Woodley Farra Manion Portfolio Management Inc | 106,987 | $12.0M | 0.98% | −407−0.4% | Reduced |
| TruWealth Advisors, LLC | 106,871 | $12.0M | 1.29% | +8,332+8.5% | Added |
| AlphaCrest Capital Management LLC | 106,818 | $12.0M | 0.58% | +61,028+133.3% | Added |
| Grand Jean Capital Management Inc | 106,308 | $12.0M | 4.79% | −14,486−12.0% | Reduced |
| Northwest & Ethical Investments L.P. | 106,291 | $12.0M | 0.45% | +8,124+8.3% | Added |
| Inverness Counsel LLC | 106,233 | $12.0M | 0.67% | +3,747+3.7% | Added |
| Baxter Bros Inc | 105,353 | $11.9M | 2.13% | +2,230+2.2% | Added |
| TownSquare Capital, LLC | 105,233 | $11.8M | 0.34% | +17,760+20.3% | Added |
| Matthew 25 Management Corp | 105,000 | $11.8M | 4.37% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 102,529 | $11.7M | 0.16% | +56,224+121.4% | Added |
| Nicola Wealth Management Ltd. | 104,000 | $11.7M | 1.12% | +7,500+7.8% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 103,910 | $11.7M | 2.13% | +519+0.5% | Added |
| Torray LLC | 103,880 | $11.7M | 2.23% | +14,053+15.6% | Added |
| Diversified Trust Co | 103,618 | $11.7M | 0.49% | +3,244+3.2% | Added |
| Washington Trust Bank | 103,586 | $11.7M | 1.50% | +4,680+4.7% | Added |
| Colonial Trust Advisors | 103,576 | $11.7M | 1.64% | −665−0.6% | Reduced |
| Sigma Planning Corp | 103,467 | $11.7M | 0.42% | −3,109−2.9% | Reduced |
| SS&H Financial Advisors, Inc. | 103,286 | $11.6M | 5.37% | −310.0% | Reduced |
| Integrated Advisors Network LLC | 103,069 | $11.6M | 0.76% | +17,252+20.1% | Added |
| Rothschild Capital Partners, LLC | 103,059 | $11.6M | 4.85% | 00.0% | Unchanged |
| First Financial Bank - Trust Division | 102,889 | $11.6M | 1.41% | +2,053+2.0% | Added |
| LGT Fund Management Co Ltd. | 102,829 | $11.6M | 1.70% | −3,241−3.1% | Reduced |
| Fullerton Fund Management Co Ltd. | 102,689 | $11.6M | 0.77% | −11,805−10.3% | Reduced |
| NBT Bank N A | 102,573 | $11.6M | 1.76% | +303+0.3% | Added |
| Wedbush Securities Inc | 102,305 | $11.5M | 0.63% | +1,350+1.3% | Added |
| Novare Capital Management LLC | 101,955 | $11.5M | 1.42% | −571−0.6% | Reduced |
| Vancity Investment Management Ltd | 101,865 | $11.5M | 1.63% | −43,442−29.9% | Reduced |
| Vestmark Advisory Solutions, Inc. | 101,840 | $11.5M | 0.66% | −1,160−1.1% | Reduced |
| CCM Investment Advisers LLC | 101,558 | $11.4M | 1.84% | +2,645+2.7% | Added |
| Integrity Advisory, LLC | 101,312 | $11.4M | 11.17% | +65,042+179.3% | Added |
| United Bank | 101,243 | $11.4M | 1.71% | −2,447−2.4% | Reduced |
| CWM, LLC | 101,173 | $11.4M | 0.09% | +7,386+7.9% | Added |
| Clearstead Advisors, LLC | 100,914 | $11.4M | 0.89% | +3,248+3.3% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 100,344 | $11.3M | 1.04% | +13,114+15.0% | Added |
| Advisory Services Network, LLC | 100,291 | $11.3M | 0.39% | +6,131+6.5% | Added |
| New England Asset Management Inc | 99,897 | $11.2M | 0.19% | +1,300+1.3% | Added |
| First American Trust, FSB | 99,763 | $11.2M | 1.78% | +1,964+2.0% | Added |
| Snowden Capital Advisors LLC | 99,677 | $11.2M | 0.50% | +368+0.4% | Added |
| Eagle Rock Investment Company, LLC | 99,550 | $11.2M | 2.74% | −2,633−2.6% | Reduced |
| Montag A & Associates Inc | 98,454 | $11.1M | 0.72% | +740+0.8% | Added |
| Trust Co of Virginia | 98,237 | $11.1M | 1.33% | +3,389+3.6% | Added |
| Canandaigua National Corp | 98,039 | $11.0M | 1.96% | −5,514−5.3% | Reduced |
| Yarbrough Capital, LLC | 97,875 | $11.0M | 0.83% | −20.0% | Reduced |
| Bridgeway Capital Management, LLC | 97,395 | $11.0M | 0.25% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 97,351 | $11.0M | 0.03% | +5,844+6.4% | Added |
| Bragg Financial Advisors, Inc | 97,049 | $10.9M | 0.73% | +4,328+4.7% | Added |
| Mitchell Sinkler & Starr | 96,902 | $10.9M | 4.01% | +510+0.5% | Added |
| Westchester Capital Management, Inc. | 96,650 | $10.9M | 3.32% | +1,066+1.1% | Added |
| Verdence Capital Advisors LLC | 96,607 | $10.9M | 1.41% | −2,289−2.3% | Reduced |
| Murphy Capital Management Inc | 96,206 | $10.8M | 1.50% | −1,209−1.2% | Reduced |
| Edge Wealth Management LLC | 96,045 | $10.8M | 2.34% | +1,296+1.4% | Added |
| Benjamin F. Edwards & Company, Inc. | 95,934 | $10.8M | 0.52% | +2,340+2.5% | Added |
| BTC Capital Management, Inc. | 96,037 | $10.8M | 1.32% | +8,283+9.4% | Added |
| Telemus Capital, LLC | 95,753 | $10.8M | 1.05% | −1,855−1.9% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 95,414 | $10.7M | 1.41% | +931+1.0% | Added |
| Penobscot Investment Management Company, Inc. | 95,195 | $10.7M | 1.85% | +219+0.2% | Added |
| IFP Advisors, Inc | 125,284 | $10.7M | 0.36% | −90,264−41.9% | Reduced |
| Charter Trust Co | 94,845 | $10.7M | 0.85% | +10,614+12.6% | Added |
| Corient Capital Partners, LLC | 94,796 | $10.7M | 0.81% | −9,666−9.3% | Reduced |
| Moneta Group Investment Advisors LLC | 92,446 | $10.7M | 0.36% | +6,420+7.5% | Added |
| Park Avenue Securities LLC | 94,604 | $10.7M | 0.21% | +6,846+7.8% | Added |
| Sonora Investment Management Group, LLC | 94,514 | $10.6M | 1.01% | +7,875+9.1% | Added |
| Lincoln National Corp | 94,469 | $10.6M | 0.25% | −1,370−1.4% | Reduced |
| Ledyard National Bank | 94,333 | $10.6M | 1.28% | +1,098+1.2% | Added |
| Caisse de Depot Et Placement du Quebec | 93,617 | $10.5M | 0.03% | −167,151−64.1% | Reduced |
| Community Bank of Raymore | 93,120 | $10.5M | 3.19% | −290−0.3% | Reduced |
| Forum Financial Management, LP | 93,101 | $10.5M | 0.53% | +7,346+8.6% | Added |
| Cincinnati Casualty Co | 93,000 | $10.5M | 6.84% | 00.0% | Unchanged |
| Cincinnati Specialty Underwriters Insurance CO | 93,000 | $10.5M | 4.51% | 00.0% | Unchanged |
| Sand Hill Global Advisors, LLC | 92,920 | $10.5M | 0.60% | +2,690+3.0% | Added |
| Engineers Gate Manager LP | 92,708 | $10.4M | 0.38% | +45,852+97.9% | Added |
| FDx Advisors, Inc. | 92,664 | $10.4M | 0.39% | −31,801−25.6% | Reduced |
| Citizens Business Bank | 92,652 | $10.4M | 1.48% | −534−0.6% | Reduced |
| Dowling & Yahnke LLC | 92,629 | $10.4M | 0.49% | +3,116+3.5% | Added |