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 |
|---|---|---|---|---|---|
| TD Private Client Wealth LLC | 91,928 | $10.4M | 0.50% | +3,734+4.2% | Added |
| Stamos Capital Partners, L.P. | 91,690 | $10.3M | 3.12% | +14,860+19.3% | Added |
| Circle Wealth Management, LLC | 91,424 | $10.3M | 1.64% | +2,061+2.3% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 91,269 | $10.3M | 0.60% | +1,325+1.5% | Added |
| Endurance Wealth Management, Inc. | 91,023 | $10.3M | 1.56% | +639+0.7% | Added |
| Strategic Global Advisors, LLC | 91,026 | $10.3M | 1.56% | +9,576+11.8% | Added |
| Rossmore Private Capital | 90,890 | $10.2M | 1.77% | −380−0.4% | Reduced |
| Alerus Financial NA | 90,862 | $10.2M | 0.95% | +5,325+6.2% | Added |
| Biondo Investment Advisors, LLC | 90,832 | $10.2M | 2.25% | +3,040+3.5% | Added |
| Regent Investment Management LLC | 90,320 | $10.2M | 2.84% | −632−0.7% | Reduced |
| Cincinnati Financial Corp | 90,000 | $10.1M | 0.26% | 00.0% | Unchanged |
| Leavell Investment Management, Inc. | 89,973 | $10.1M | 0.78% | +747+0.8% | Added |
| Freestone Capital Holdings, LLC | 89,908 | $10.1M | 0.39% | −6,953−7.2% | Reduced |
| Sit Investment Associates Inc | 89,293 | $10.1M | 0.31% | −4,355−4.7% | Reduced |
| Transcend Wealth Collective, LLC | 89,053 | $10.0M | 1.05% | +53+0.1% | Added |
| Corbenic Partners LLC | 88,956 | $10.0M | 2.64% | +6,389+7.7% | Added |
| Private Advisory Group LLC | 88,944 | $10.0M | 2.27% | −4,611−4.9% | Reduced |
| Beach Investment Counsel Inc | 88,502 | $9.97M | 1.25% | −350.0% | Reduced |
| Geneos Wealth Management Inc. | 87,212 | $9.95M | 0.49% | +4,479+5.4% | Added |
| Brown Brothers Harriman & Co | 87,912 | $9.90M | 0.08% | −814−0.9% | Reduced |
| Choate Investment Advisors | 87,820 | $9.89M | 0.60% | −170−0.2% | Reduced |
| HB Wealth Management, LLC | 87,819 | $9.89M | 0.20% | +19,755+29.0% | Added |
| Kornitzer Capital Management Inc | 87,707 | $9.88M | 0.20% | −2,684−3.0% | Reduced |
| Means Investment Co., Inc. | 87,484 | $9.85M | 2.09% | +2,155+2.5% | Added |
| Cohen Capital Management, Inc. | 86,809 | $9.78M | 2.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 86,600 | $9.75M | 0.40% | +483+0.6% | Added |
| Cape Cod Five Cents Savings Bank | 86,403 | $9.73M | 1.09% | +3,970+4.8% | Added |
| Hoylecohen, LLC | 86,266 | $9.71M | 1.01% | +200.0% | Added |
| Peak Asset Management, LLC | 86,021 | $9.69M | 2.65% | +216+0.3% | Added |
| Brewin Dolphin Wealth Management Ltd | 85,296 | $9.61M | 1.05% | +41,528+94.9% | Added |
| Girard Partners Ltd. | 84,629 | $9.53M | 1.22% | +866+1.0% | Added |
| Greenleaf Trust | 84,608 | $9.53M | 0.14% | +10,903+14.8% | Added |
| Richard Bernstein Advisors LLC | 84,499 | $9.52M | 0.21% | +330.0% | Added |
| Lyell Wealth Management, LP | 84,435 | $9.51M | 1.55% | −507−0.6% | Reduced |
| Core Alternative Capital | 84,097 | $9.47M | 2.24% | +21,089+33.5% | Added |
| Fred Alger Management, LLC | 83,958 | $9.46M | 0.04% | +30,214+56.2% | Added |
| Transform Wealth, LLC | 83,829 | $9.44M | 1.40% | +1,081+1.3% | Added |
| Wetherby Asset Management Inc | 83,452 | $9.40M | 0.64% | +8,053+10.7% | Added |
| First Citizens Bank & Trust Co | 83,247 | $9.37M | 0.33% | −13,059−13.6% | Reduced |
| Haverford Financial Services, Inc. | 82,841 | $9.33M | 2.72% | −1,680−2.0% | Reduced |
| Intact Investment Management Inc. | 82,800 | $9.33M | 0.29% | +3,100+3.9% | Added |
| Thompson Investment Management, Inc. | 82,776 | $9.32M | 1.62% | +4,752+6.1% | Added |
| Prime Capital Investment Advisors, LLC | 82,750 | $9.32M | 0.56% | −2,034−2.4% | Reduced |
| Beese Fulmer Investment Management, Inc. | 82,611 | $9.30M | 1.19% | +144+0.2% | Added |
| Cypress Capital Group | 82,357 | $9.28M | 1.41% | +10.0% | Added |
| EULAV Asset Management | 82,000 | $9.23M | 0.38% | −6,000−6.8% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 81,885 | $9.22M | 1.06% | −20,629−20.1% | Reduced |
| We Are One Seven, LLC | 81,874 | $9.22M | 1.27% | −14,625−15.2% | Reduced |
| Stockman Wealth Management, Inc. | 81,720 | $9.20M | 2.35% | +9,448+13.1% | Added |
| Burns J W & Co Inc | 81,519 | $9.18M | 1.74% | +1,502+1.9% | Added |
| Pallas Capital Advisors LLC | 79,983 | $9.18M | 1.26% | +7,266+10.0% | Added |
| Vestor Capital, LLC | 81,484 | $9.18M | 1.11% | +15,582+23.6% | Added |
| Earnest Partners LLC | 81,403 | $9.17M | 0.06% | +1,264+1.6% | Added |
| Walter Public Investments Inc. | 80,208 | $9.13M | 3.28% | +1,279+1.6% | Added |
| Courier Capital LLC | 80,506 | $9.07M | 1.06% | +534+0.7% | Added |
| Winslow Asset Management Inc | 80,489 | $9.06M | 2.19% | +546+0.7% | Added |
| Gemsstock Limited | 80,100 | $9.02M | 11.58% | +13,600+20.5% | Added |
| General American Investors Co Inc | 80,000 | $9.01M | 0.91% | 00.0% | Unchanged |
| Hennessy Advisors Inc | 79,650 | $8.97M | 0.54% | +1,150+1.5% | Added |
| Twin Capital Management Inc | 79,349 | $8.94M | 1.14% | −2,341−2.9% | Reduced |
| GAM Holding AG | 79,307 | $8.93M | 0.60% | −79−0.1% | Reduced |
| Ardent Capital Management, Inc. | 79,240 | $8.92M | 10.99% | −136−0.2% | Reduced |
| Chicago Partners Investment Group LLC | 77,162 | $8.90M | 0.64% | +296+0.4% | Added |
| Vantage Investment Partners, LLC | 78,954 | $8.89M | 0.71% | −192,724−70.9% | Reduced |
| Palisade Asset Management, LLC | 78,845 | $8.88M | 1.14% | +3,185+4.2% | Added |
| NJ State Employees Deferred Compensation Plan | 78,500 | $8.84M | 1.44% | −3,500−4.3% | Reduced |
| Rice Partnership, LLC | 78,357 | $8.82M | 3.10% | −8,393−9.7% | Reduced |
| Edge Capital Group, LLC | 78,330 | $8.82M | 0.83% | −2,241−2.8% | Reduced |
| Simmons Bank | 78,260 | $8.81M | 0.77% | +1,660+2.2% | Added |
| Wolverine Asset Management LLC | 78,243 | $8.81M | 0.11% | +56,717+263.5% | Added |
| Community Bank, N.A. | 78,009 | $8.78M | 1.26% | +2,632+3.5% | Added |
| Texas Capital Bank Wealth Management Services Inc | 77,976 | $8.78M | 1.02% | −7,378−8.6% | Reduced |
| 1st Source Bank | 77,905 | $8.77M | 0.62% | −1,360−1.7% | Reduced |
| Eagle Ridge Investment Management | 77,707 | $8.75M | 1.05% | +2,663+3.5% | Added |
| Greenwood Gearhart Inc | 77,541 | $8.73M | 1.39% | +4,701+6.5% | Added |
| King Wealth | 77,422 | $8.72M | 2.09% | +2,203+2.9% | Added |
| Siemens Fonds Invest GmbH | 77,302 | $8.71M | 0.92% | −735−0.9% | Reduced |
| Gratus Capital LLC | 77,289 | $8.70M | 0.98% | +4,792+6.6% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 77,241 | $8.70M | 2.23% | +3,701+5.0% | Added |
| Viking Fund Management LLC | 77,000 | $8.67M | 2.01% | +13,500+21.3% | Added |
| Punch & Associates Investment Management, Inc. | 76,845 | $8.65M | 0.61% | −670−0.9% | Reduced |
| Moreno Evelyn V | 76,780 | $8.65M | 2.02% | −813−1.0% | Reduced |
| Mutual Advisors, LLC | 76,723 | $8.64M | 0.57% | +7,815+11.3% | Added |
| Belpointe Asset Management LLC | 77,845 | $8.61M | 0.58% | +28,336+57.2% | Added |
| Whitener Capital Management, Inc. | 76,442 | $8.61M | 3.88% | +1,742+2.3% | Added |
| Caldwell Trust Co | 76,289 | $8.59M | 1.18% | +3,398+4.7% | Added |
| CWA Asset Management Group, LLC | 76,274 | $8.59M | 0.80% | +4,115+5.7% | Added |
| Ycg, LLC | 76,233 | $8.59M | 0.97% | +64+0.1% | Added |
| Buckley Wealth Management, LLC | 76,074 | $8.57M | 2.76% | +18,394+31.9% | Added |
| JCIC Asset Management Inc. | 75,994 | $8.56M | 4.61% | −7,580−9.1% | Reduced |
| Hudson Valley Investment Advisors Inc | 75,921 | $8.55M | 1.33% | −3,106−3.9% | Reduced |
| Segment Wealth Management, LLC | 75,723 | $8.53M | 1.08% | +3,623+5.0% | Added |
| Strategy Asset Managers LLC | 75,681 | $8.52M | 2.62% | −646−0.8% | Reduced |
| GHP Investment Advisors, Inc. | 74,615 | $8.40M | 0.62% | −283−0.4% | Reduced |
| Grimes & Company, Inc. | 74,349 | $8.37M | 0.42% | +2,476+3.4% | Added |
| Wellington Shields Capital Management, LLC | 163,444 | $8.35M | 1.04% | −20,007−10.9% | Reduced |
| SFE Investment Counsel | 74,125 | $8.35M | 2.49% | +3,708+5.3% | Added |
| Pettee Investors, Inc. | 74,004 | $8.33M | 4.15% | +140.0% | Added |
| Redpoint Investment Management Pty Ltd | 73,645 | $8.29M | 0.99% | +1,042+1.4% | Added |
| Boenning & Scattergood, Inc. | 73,355 | $8.26M | 1.56% | −170.0% | Reduced |