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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

Q3 2022 vs. Q2 2022

How the institutions holding JPMorgan Chase & Co changed between Q2 2022 and Q3 2022.

All holders in Q3 2022All holders in Q2 2022

13F holders of JPM: Q2 2022 compared with Q3 2022
MeasureQ2 2022Of which not filed for Q3 2022Q3 2022Change
Holders3,427453,395+13
Shares2.04B1.92M2.03B+1.70M (+0.1%)
Value$229.3B$229.2M$212.9B−$16.1B (−7.0%)

45 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (136)

Institutions that held JPMorgan Chase & Co at the end of Q3 2022 but not at the end of Q2 2022.

Showing the largest 100 of 136 by value.

Institutions new to JPM in Q3 2022
InstitutionSharesValue% of portfolio
Junto Capital Management LP697,393$72.9M2.03%
CCLA Investment Management Ltd531,022$55.6M1.34%
Virginia Retirement Systems Et Al455,358$47.6M0.54%
Teachers Retirement System of the State of Kentucky411,843$43.0M0.50%
Czech National Bank340,514$35.6M1.02%
Carlson Capital L P335,700$35.1M2.66%
Brookfield Asset Management Inc.310,532$32.5M0.12%
Clear Street LLC300,467$31.4M3.13%
Interval Partners, LP295,381$30.9M1.82%
Gillson Capital LP292,831$30.6M2.81%
Polar Asset Management Partners Inc.200,700$21.0M0.28%
Weiss Multi-Strategy Advisers LLC196,149$20.5M0.56%
MUFG Securities EMEA plc148,134$15.5M0.31%
Point72 Asset Management, L.P.125,770$13.1M0.06%
PGGM Investments121,871$12.7M0.22%
Advisor Partners II, LLC120,816$12.6M0.95%
Cinctive Capital Management LP117,239$12.3M0.56%
Twin Tree Management, LP91,672$9.58M0.26%
Hudson Bay Capital Management LP80,000$8.36M0.09%
WealthPlan Investment Management, LLC55,473$7.29M0.53%
HighTower Trust Services, LTA65,412$6.84M0.75%
Hyperion Capital Advisors LP64,624$6.75M3.33%
Walleye Capital LLC62,693$6.55M0.15%
Quantbot Technologies LP54,634$5.71M0.43%
WESPAC Advisors SoCal, LLC45,269$5.70M2.38%
Saber Capital Managment, LLC54,216$5.67M6.12%
Buck Wealth Strategies, LLC38,897$5.64M2.64%
Gyon Technologies Capital Management, LP52,367$5.47M1.71%
Wipfli Financial Advisors LLC,45,616$4.77M0.34%
Point72 Europe (London) LLP44,100$4.61M1.47%
Colonial Trust Co38,586$4.03M1.29%
Confluence Wealth Services, Inc.38,433$4.02M1.70%
CTC LLC36,316$3.79M0.45%
Invenomic Capital Management LP32,847$3.43M0.30%
Synergy Financial Management, LLC32,295$3.38M0.91%
Romano Brothers and Company32,155$3.36M0.54%
683 Capital Management, LLC30,000$3.14M0.25%
Prana Capital Management, LP28,523$2.98M0.20%
Hightower 6M Holding, LLC23,276$2.43M0.22%
Alpha DNA Investment Management LLC21,677$2.27M1.96%
Financial Architects, Inc20,994$2.19M0.38%
Bedell Frazier Investment Counseling, LLC20,866$2.18M0.61%
DRW Securities, L.L.C.20,855$2.18M0.68%
Econ Financial Services Corp20,135$2.10M1.73%
Oak Asset Management, LLC19,918$2.08M1.01%
Icon Wealth Advisors, LLC16,818$1.76M0.21%
North Reef Capital Management LP15,000$1.57M0.39%
Boit C F David14,137$1.48M1.20%
Ameliora Wealth Management Ltd.13,618$1.41M0.76%
Ergoteles LLC13,208$1.38M0.05%
SeaTown Holdings Pte. Ltd.12,500$1.31M0.20%
De Burlo Group Inc10,317$1.08M0.26%
IronBridge Private Wealth, LLC10,244$1.07M0.92%
Carmignac Gestion10,000$1.04M0.02%
CM Management, LLC10,000$1.04M1.17%
Zenyatta Capital Management LP10,000$1.04M0.61%
Bassett Hargrove Investment Counsel, LLC9,739$1.02M2.06%
Apexium Financial, LP9,637$1.01M0.13%
Redhawk Wealth Advisors, Inc.9,099$951.0K0.40%
WESPAC Advisors, LLC9,044$945.0K1.27%
Johnson & White Wealth Management, LLC8,510$889.0K1.00%
Barrett & Company, Inc.6,131$822.2K0.55%
Shakespeare Wealth Management, Inc.7,696$804.0K0.34%
Quattro Financial Advisors LLC7,607$795.0K0.32%
Alta Advisers Ltd7,500$784.0K0.49%
Balboa Wealth Partners7,497$783.0K0.34%
Highline Wealth Partners LLC6,158$643.5K0.52%
KLK Capital Management LLC6,145$642.0K0.85%
Doheny Asset Management6,070$634.0K0.64%
Barden Capital Management, Inc.6,015$629.0K0.73%
Kingfisher Capital LLC5,601$585.0K0.16%
Relative Value Partners Group, LLC5,525$577.0K0.05%
Belmont Capital, LLC5,204$544.0K0.64%
Financial Insights, Inc.4,819$504.0K0.34%
Empowered Funds, LLC4,495$470.0K0.05%
California First Leasing Corp4,380$458.0K0.35%
Covenant Partners, LLC4,107$429.0K0.21%
Mint Tower Capital Management B.V.4,075$426.0K0.04%
Shilanski & Associates, Inc.3,962$414.0K0.15%
Warwick Investment Management, Inc.3,849$402.0K0.24%
All Season Financial Advisors, Inc.3,833$401.0K0.44%
Dakota Community Bank & Trust NA3,557$372.0K2.58%
BIT Capital GmbH3,552$371.2K0.07%
Hunter Perkins Capital Management, LLC3,525$368.0K0.09%
James J. Burns & Company, LLC3,479$364.0K0.16%
Center For Asset Management LLC3,433$359.0K0.36%
Neo Ivy Capital Management3,421$357.0K0.94%
Alpha Paradigm Partners, LLC3,401$355.0K0.15%
Borer Denton & Associates, Inc.3,346$349.7K0.17%
Algert Global LLC3,308$346.0K0.02%
Thrive Capital Management, LLC3,209$335.0K0.23%
SJS Investment Consulting Inc.3,208$335.0K0.11%
Enzi Wealth2,427$328.0K0.16%
Infrastructure Capital Advisors, LLC3,083$322.0K0.07%
Crabel Capital Management, LLC3,027$316.0K0.18%
Howard Wealth Management, LLC3,022$315.0K0.22%
FSA Wealth Management LLC2,991$313.0K0.22%
BlueSky Wealth Advisors, LLC2,866$299.0K0.07%
Summitry LLC2,810$294.0K0.02%
Blackston Financial Advisory Group, LLC2,290$288.0K0.20%

Sold out (123)

Institutions that held JPMorgan Chase & Co at the end of Q2 2022 and filed for Q3 2022 without it.

Showing the largest 100 of 123 by value.

Institutions that sold out of JPM in Q3 2022
InstitutionShares, Q2 2022Value, Q2 2022
WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST2,470,000$278.1M
Bridgewater Associates, LP707,092$79.6M
Maryland State Retirement & Pension System224,751$25.3M
Verde Servicos Internacionais S.A.164,200$18.5M
ADAMCAPITAL Gestao de Recursos Ltda.145,224$16.4M
Trexquant Investment LP107,740$12.1M
FORA Capital, LLC65,455$7.37M
Banco BTG Pactual S.A.60,189$6.78M
Channing Capital Management, LLC57,995$6.53M
Lake Street Financial LLC53,641$6.04M
Cadence Bank NA52,959$5.96M
Duality Advisers, LP51,003$5.74M
Tegean Capital Management, LLC50,000$5.63M
Optimas Capital Ltd42,600$4.80M
Seven Eight Capital, LP32,675$3.68M
Y-Intercept (Hong Kong) Ltd30,552$3.44M
Cambria Investment Management, L.P.28,800$3.24M
Eagle Capital Management, LLC27,074$3.05M
Cordatus Wealth Management LLC23,755$2.67M
Claraphi Advisory Network, LLC22,605$2.55M
Credit Capital Investments LLC22,500$2.53M
Andrew Hill Investment Advisors, Inc.21,367$2.41M
Capital Markets Trading UK LLP20,670$2.33M
Blueshift Asset Management, LLC18,304$2.06M
Bayesian Capital Management, LP17,290$1.95M
Pacific Asset Management LLC17,264$1.94M
Natixis Investment Managers International16,278$1.83M
Quantamental Technologies LLC15,088$1.70M
Granby Capital Management, LLC15,000$1.69M
Stevens Capital Management LP14,561$1.64M
Aquatic Capital Management LLC14,100$1.59M
Lee Johnson Capital Management, LLC12,307$1.39M
GraniteShares Advisors LLC11,275$1.27M
Tiger Eye Capital LLC10,910$1.23M
Taconic Capital Advisors LP10,540$1.19M
Anson Funds Management LP10,000$1.13M
Laird Norton Trust Company, LLC9,995$1.13M
GQG Partners LLC9,913$1.12M
BTG Pactual Global Asset Management Ltd8,127$915.0K
Equitec Proprietary Markets, LLC7,500$845.0K
MQS Management LLC7,423$836.0K
Newman & Schimel, LLC7,143$804.0K
Legacy Wealth Asset Management, LLC7,065$796.0K
Paragon Private Wealth Management, LLC6,675$752.0K
Coastwise Capital Group, LLC6,551$738.0K
Pearl River Capital, LLC6,211$699.0K
Connective Portfolio Management, LLC6,160$694.0K
GenTrust, LLC6,119$689.0K
Dynamic Technology Lab Private Ltd5,798$653.0K
Blue Square Asset Management, LLC5,781$651.0K
F/M Investments LLC4,188$651.0K
Wakefield Asset Management LLLP5,617$633.0K
Enlightenment Research, LLC5,400$608.0K
Tarbox Family Office, Inc.5,147$580.0K
River & Mercantile Investments Ltd4,595$517.0K
Echo Street Capital Management LLC4,498$507.0K
Annandale Capital, LLC4,080$459.0K
Machina Capital S.A.S.4,035$454.0K
Navis Wealth Advisors, LLC3,944$444.0K
Alpha Family Trust3,730$420.0K
Private Capital Management, LLC3,593$405.0K
Mizuho Securities USA LLC3,584$404.0K
Provident Trust Co3,232$364.0K
BCS Wealth Management3,137$353.0K
Monument Capital Management2,956$333.0K
KWB Wealth2,949$332.0K
Chelsea Counsel Co2,931$330.0K
Sendero Wealth Management, LLC2,921$329.0K
Occudo Quantitative Strategies LP2,921$329.0K
Angeles Investment Advisors, LLC2,850$321.0K
Delphia (USA) Inc.2,699$304.0K
GeoWealth Management, LLC2,528$285.0K
J2 Capital Management Inc2,488$280.0K
Fermata Advisors, LLC2,405$271.0K
West Coast Financial LLC2,319$261.0K
Jackson Square Capital, LLC2,200$248.0K
Coyle Financial Counsel LLC2,176$245.0K
Sepio Capital, LP2,101$237.0K
Arcus Capital Partners, LLC2,096$236.0K
American Planning Services, Inc.2,085$234.0K
XR Securities LLC2,025$228.0K
Curtis Advisory Group, LLC2,029$228.0K
Jackson Thornton Asset Management, LLC2,005$226.0K
MPS Loria Financial Planners, LLC1,982$223.0K
Wellspring Financial Advisors, LLC1,966$221.0K
Bluesphere Advisors, LLC1,950$220.0K
Sterling Investment Management, Inc.1,906$215.0K
East Coast Asset Management, LLC.1,911$215.0K
ShoreHaven Wealth Partners, LLC1,911$215.0K
CCG Wealth Management, LLC1,898$214.0K
DHJJ Financial Advisors, Ltd.1,898$214.0K
South Shore Capital Advisors1,904$214.0K
Jacobson & Schmitt Advisors, LLC1,889$213.0K
Riverpoint Wealth Management Holdings, LLC1,876$211.0K
New World Advisors LLC1,889$211.0K
Leeward Financial Partners, LLC1,847$208.0K
Defender Capital, LLC.1,849$208.0K
HFR Wealth Management, LLC1,845$208.0K
Confluence Investment Management LLC1,833$206.0K
Peninsula Wealth, LLC1,827$206.0K

Not filed for Q3 2022 yet (45)

Institutions that held JPMorgan Chase & Co at the end of Q2 2022 and haven't filed a 13F for Q3 2022. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding JPM in Q2 2022 that haven't filed for Q3 2022
InstitutionShares, Q2 2022Value, Q2 2022
Quintet Private Bank (Europe) S.A.526,004$77.1M
HighPoint Advisor Group LLC165,630$18.5M
Brewin Dolphin Ltd147,881$16.7M
Advisor Partners LLC121,506$13.7M
Murphy Capital Management Inc96,206$10.8M
Corbenic Partners LLC88,956$10.0M
Brewin Dolphin Wealth Management Ltd85,296$9.61M
Frontier Wealth Management LLC69,689$7.85M
Coldstream Capital Management Inc68,990$7.77M
Altium Wealth Management LLC63,341$7.13M
Taylor Wealth Management Partners61,144$6.88M
Intersect Capital LLC32,301$3.64M
Sciencast Management LP31,002$3.56M
Icon Wealth Partners, LLC31,371$3.53M
Dixon Hubard Feinour & Brown Inc30,400$3.42M
DRW Securities, LLC26,993$3.04M
Fieldpoint Private Securities, LLC26,604$3.00M
Reynolds Investment Management, Inc.26,183$2.95M
Strategic Capital Advisers, Inc.22,415$2.52M
Quadrant Private Wealth Management, LLC22,318$2.51M
Pinnacle Private Wealth, LLC16,622$1.87M
Minot Wealth Management LLC16,104$1.81M
Exane Derivatives12,673$1.43M
US Asset Management LLC9,810$1.10M
NTB Financial Corp9,560$1.08M
Pluribus Labs, LLC8,747$985.0K
Ern LLC8,500$957.0K
KerberRose Wealth Management, LLC8,265$931.0K
Titus Wealth Management6,233$702.0K
HYA Advisors, Inc6,171$695.0K
Private Capital Group, LLC5,861$660.0K
Vericrest Private Wealth4,237$477.0K
BFT Financial Group, LLC3,767$424.0K
BT Wealth Management LLC3,061$345.0K
Swarthmore Group Inc2,696$304.0K
TRH Financial, LLC2,702$304.0K
Urban Wealth Management, LLC1,893$213.0K
Farmer Steven Patrick1,833$206.0K
Cordasco Financial Network1,533$173.0K
HC Financial Advisors Inc1,364$154.0K
Lake Point Wealth Management703$79.0K
Enterprise Trust & Investment Co579$65.0K
Emerson Wealth Management, LLC102$11.0K
Bivin & Associates, Inc.80$9.00K
B. Riley Wealth Management, Inc.44,328–