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; 5,158 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, Q3 2022
Institutional positions in JPMorgan Chase & Co as of Sep 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
- 3,395
- +13 vs. Q2 2022
- Shares held
- 2.03B
- +1.70M (+0.1%) vs. Q2 2022
- Total value
- $212.9B
- −$16.1B (−7.0%) vs. Q2 2022
- New holders
- 136
- 1,678 more added
- Sold out
- 123
- 1,236 more reduced
45 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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 | 5,158 | $643.7B |
| Q1 2026 | 5,103 | $572.0B |
| Q4 2025 | 5,154 | $639.5B |
| Q3 2025 | 4,765 | $618.0B |
| Q2 2025 | 4,752 | $582.4B |
| Q1 2025 | 4,679 | $494.6B |
| Q4 2024 | 4,680 | $490.0B |
| Q3 2024 | 4,215 | $429.4B |
| Q2 2024 | 4,181 | $416.2B |
| Q1 2024 | 4,120 | $414.5B |
| Q4 2023 | 4,001 | $351.8B |
| Q3 2023 | 3,710 | $297.0B |
| Q2 2023 | 3,672 | $297.6B |
| Q1 2023 | 3,612 | $266.3B |
| Q4 2022 | 3,628 | $278.3B |
| Q3 2022 | 3,395 | $212.9B |
| Q2 2022 | 3,427 | $229.3B |
| Q1 2022 | 3,519 | $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, Q3 2022
Shares, value and share of portfolio for each institution holding JPMorgan Chase & Co; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| First National Bank Sioux Falls | 7,282 | $761.0K | 0.80% | +400+5.8% | Added |
| High Falls Advisors, Inc | 7,332 | $766.0K | 0.25% | −180−2.4% | Reduced |
| Gateway Advisory, LLC | 7,328 | $766.0K | 0.19% | +6+0.1% | Added |
| Diversified, LLC | 7,344 | $767.0K | 0.39% | +1,912+35.2% | Added |
| Montz Harcus Wealth Management LLC | 7,356 | $769.0K | 0.85% | +352+5.0% | Added |
| Kowal Investment Group, LLC | 7,372 | $770.0K | 0.26% | +509+7.4% | Added |
| Quent Capital, LLC | 7,363 | $770.0K | 0.16% | +1,079+17.2% | Added |
| Hotaling Investment Management, LLC | 7,424 | $776.0K | 0.37% | −488−6.2% | Reduced |
| Apella Capital, LLC | 7,442 | $778.0K | 0.09% | +110+1.5% | Added |
| Five Oceans Advisors | 7,449 | $778.0K | 0.61% | +1,776+31.3% | Added |
| LBMC Investment Advisors, LLC | 7,490 | $783.0K | 0.09% | −200−2.6% | Reduced |
| Atwood & Palmer Inc | 7,494 | $783.0K | 0.08% | −89−1.2% | Reduced |
| Balboa Wealth Partners | 7,497 | $783.0K | 0.34% | +7,497 | New |
| P.A.W. Capital Corp | 7,500 | $784.0K | 1.17% | 00.0% | Unchanged |
| Lumina Fund Management LLC | 7,500 | $784.0K | 0.41% | 00.0% | Unchanged |
| Alta Advisers Ltd | 7,500 | $784.0K | 0.49% | +7,500 | New |
| M. Kraus & Co | 7,526 | $786.0K | 0.33% | +88+1.2% | Added |
| Successful Portfolios LLC | 7,533 | $787.0K | 0.57% | +815+12.1% | Added |
| Aspireon Wealth Advisors | 7,576 | $792.0K | 0.38% | −406−5.1% | Reduced |
| Physicians Financial Services, Inc. | 7,577 | $792.0K | 0.38% | −250−3.2% | Reduced |
| DMG Group, LLC | 7,348 | $792.0K | 0.96% | −72−1.0% | Reduced |
| Spinnaker Investment Group, LLC | 7,603 | $794.0K | 0.31% | −73−1.0% | Reduced |
| Crewe Advisors LLC | 7,598 | $794.0K | 0.14% | +1,903+33.4% | Added |
| One Wealth Advisors, LLC | 7,606 | $795.0K | 0.26% | +5,214+218.0% | Added |
| Quattro Financial Advisors LLC | 7,607 | $795.0K | 0.32% | +7,607 | New |
| IFG Advisors, LLC | 7,640 | $798.0K | 0.40% | +128+1.7% | Added |
| Corsicana & Co. | 7,635 | $798.0K | 0.67% | +370+5.1% | Added |
| American State Bank (Iowa) | 7,675 | $802.0K | 0.70% | +177+2.4% | Added |
| Dixon Fnancial Services, Inc. | 7,690 | $804.0K | 0.63% | −30.0% | Reduced |
| Shakespeare Wealth Management, Inc. | 7,696 | $804.0K | 0.34% | +7,696 | New |
| Fortitude Advisory Group L.L.C. | 7,720 | $807.0K | 0.78% | +93+1.2% | Added |
| Renaissance Group LLC | 7,746 | $809.0K | 0.04% | −197−2.5% | Reduced |
| Alta Wealth Advisors LLC | 7,745 | $809.0K | 0.58% | +551+7.7% | Added |
| Round Table Services, LLC | 7,749 | $810.0K | 0.16% | +26+0.3% | Added |
| Allegheny Financial Group LTD | 7,788 | $813.0K | 0.38% | +597+8.3% | Added |
| Alhambra Investment Partners LLC | 7,802 | $815.0K | 0.62% | +93+1.2% | Added |
| Burgundy Asset Management Ltd. | 7,809 | $816.0K | 0.01% | −1,952−20.0% | Reduced |
| Davidson Investment Advisors | 7,806 | $816.0K | 0.07% | −1,475−15.9% | Reduced |
| Quantum Private Wealth, LLC | 7,825 | $817.0K | 0.51% | +4,019+105.6% | Added |
| New England Research & Management, Inc. | 7,835 | $819.0K | 0.52% | −225−2.8% | Reduced |
| Ironwood Investment Management LLC | 7,848 | $820.0K | 0.57% | 00.0% | Unchanged |
| KC Investment Advisors, LLC | 7,862 | $822.0K | 0.72% | −1,650−17.3% | Reduced |
| Twin Focus Capital Partners, LLC | 7,864 | $822.0K | 0.20% | −684−8.0% | Reduced |
| Barrett & Company, Inc. | 6,131 | $822.2K | 0.55% | +6,131 | New |
| SignalPoint Asset Management, LLC | 7,892 | $824.0K | 0.31% | −371−4.5% | Reduced |
| Garrison Point Advisors, LLC | 7,902 | $826.0K | 0.74% | 00.0% | Unchanged |
| Plancorp, LLC | 7,918 | $827.0K | 0.06% | +319+4.2% | Added |
| Rock Creek Group, LP | 7,914 | $827.0K | 0.11% | +749+10.5% | Added |
| Pflug Koory, LLC | 7,937 | $829.0K | 0.50% | +107+1.4% | Added |
| Proffitt & Goodson Inc | 7,954 | $831.0K | 0.18% | −69−0.9% | Reduced |
| Creative Financial Designs Inc | 7,962 | $832.0K | 0.14% | +2,098+35.8% | Added |
| Keel Point, LLC | 7,994 | $835.0K | 0.14% | −277−3.3% | Reduced |
| CFS Investment Advisory Services, LLC | 835,033 | $835.0K | 0.19% | +833,070+42,438.6% | Added |
| Keeley-Teton Advisors, LLC | 7,997 | $836.0K | 0.11% | −197−2.4% | Reduced |
| GoodHaven Capital Management, LLC | 8,000 | $836.0K | 0.60% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 8,021 | $838.0K | 0.07% | +853+11.9% | Added |
| Wealth Management Associates, Inc. | 8,022 | $838.3K | 0.59% | −68−0.8% | Reduced |
| Advisor OS, LLC | 8,051 | $842.0K | 0.25% | −2,183−21.3% | Reduced |
| Investors Research Corp | 8,059 | $842.0K | 0.26% | +822+11.4% | Added |
| Beacon Financial Advisory LLC | 8,088 | $845.0K | 0.60% | −400−4.7% | Reduced |
| Cardiff Park Advisors, LLC | 8,088 | $845.0K | 0.13% | −103−1.3% | Reduced |
| Oxler Private Wealth LLC | 8,087 | $845.9K | 0.48% | −1,920−19.2% | Reduced |
| Kozak & Associates, Inc. | 8,296 | $846.0K | 0.53% | −389−4.5% | Reduced |
| Stephens Consulting, LLC | 8,098 | $846.3K | 0.76% | +1,846+29.5% | Added |
| Greenup Street Wealth Management LLC | 8,103 | $847.0K | 0.39% | −1,202−12.9% | Reduced |
| Carolinas Wealth Consulting LLC | 8,106 | $847.0K | 0.21% | −210−2.5% | Reduced |
| Benchmark Investment Advisors LLC | 8,112 | $848.0K | 0.91% | −358−4.2% | Reduced |
| Alesco Advisors LLC | 8,118 | $848.0K | 0.04% | 00.0% | Unchanged |
| Bouchey Financial Group Ltd | 8,137 | $850.0K | 0.12% | +20.0% | Added |
| Clearview Wealth Advisors LLC | 8,135 | $850.0K | 0.67% | +115+1.4% | Added |
| Asset Management Corp | 8,132 | $850.0K | 0.68% | +281+3.6% | Added |
| Baron Silver Stevens Financial Advisors, LLC | 3,187 | $850.0K | 0.50% | −1,078−25.3% | Reduced |
| Fortress Wealth Group, LLC | 8,168 | $854.0K | 0.64% | +218+2.7% | Added |
| Hummer Financial Advisory Services Inc | 8,193 | $856.0K | 1.01% | −264−3.1% | Reduced |
| Orca Investment Management, LLC | 8,192 | $856.0K | 1.12% | −226−2.7% | Reduced |
| ELCO Management Co., LLC | 8,193 | $856.0K | 0.68% | −14−0.2% | Reduced |
| McDaniel Terry & Co | 8,188 | $856.0K | 0.11% | +824+11.2% | Added |
| Legacy Bridge, LLC | 8,198 | $857.0K | 0.68% | 00.0% | Unchanged |
| Lionsbridge Wealth Management LLC | 8,215 | $858.0K | 1.23% | +26+0.3% | Added |
| Founders Financial Securities LLC | 8,219 | $859.0K | 0.15% | +139+1.7% | Added |
| Northwest Wealth Management, LLC | 8,233 | $860.0K | 0.38% | +640+8.4% | Added |
| QP Wealth Management, LLC | 8,106 | $861.0K | 1.24% | +1,819+28.9% | Added |
| Taylor Hoffman Wealth Management | 8,256 | $863.0K | 0.45% | −98−1.2% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 8,270 | $864.0K | 0.66% | 00.0% | Unchanged |
| Denali Advisors LLC | 8,300 | $867.0K | 0.41% | +400+5.1% | Added |
| W Advisors, LLC | 8,315 | $868.0K | 0.81% | +8+0.1% | Added |
| Ti-Trust, Inc | 8,315 | $869.0K | 0.94% | +198+2.4% | Added |
| Phocas Financial Corp. | 8,326 | $870.0K | 0.13% | +130+1.6% | Added |
| Clarus Group, Inc. | 8,335 | $871.0K | 0.79% | −174−2.0% | Reduced |
| Single Point Partners, LLC | 8,348 | $872.0K | 0.24% | +2,263+37.2% | Added |
| Ayrshire Capital Management LLC | 8,372 | $875.0K | 0.65% | +125+1.5% | Added |
| Executive Wealth Management, LLC | 876 | $876.0K | 0.13% | −8,907−91.0% | Reduced |
| Global Trust Asset Management, LLC | 8,382 | $876.0K | 0.46% | −25−0.3% | Reduced |
| TBH Global Asset Management, LLC | 8,382 | $876.0K | 0.22% | +5+0.1% | Added |
| Spearhead Capital Advisors, LLC | 8,394 | $877.0K | 0.95% | −58,160−87.4% | Reduced |
| PSI Advisors, LLC | 8,396 | $877.0K | 0.46% | −388−4.4% | Reduced |
| Fullen Financial Group | 6,965 | $877.0K | 0.56% | +110+1.6% | Added |
| Asio Capital, LLC | 8,411 | $879.0K | 0.28% | −9,418−52.8% | Reduced |
| Cypress Wealth Services, LLC | 8,306 | $880.0K | 0.30% | −895−9.7% | Reduced |
| Silicon Hills Wealth Management, LLC | 8,425 | $880.0K | 0.70% | 00.0% | Unchanged |