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 |
|---|---|---|---|---|---|
| Sunflower Bank, N.A. | 8,434 | $881.0K | 0.20% | −1,735−17.1% | Reduced |
| Journey Strategic Wealth LLC | 8,458 | $885.0K | 0.12% | +2,270+36.7% | Added |
| Select Asset Management & Trust | 8,484 | $887.0K | 1.06% | −349−4.0% | Reduced |
| Capital Management Associates | 8,502 | $888.0K | 1.29% | +20.0% | Added |
| First National Bank & Trust Co of Newtown | 8,510 | $889.0K | 0.22% | 00.0% | Unchanged |
| Johnson & White Wealth Management, LLC | 8,510 | $889.0K | 1.00% | +8,510 | New |
| Triad Financial Advisors, Inc. | 8,521 | $890.0K | 0.48% | −154−1.8% | Reduced |
| Cheviot Value Management, LLC | 8,516 | $890.0K | 0.24% | −40−0.5% | Reduced |
| San Luis Wealth Advisors LLC | 8,527 | $891.0K | 0.93% | −487−5.4% | Reduced |
| ASB Consultores, LLC | 8,535 | $892.0K | 0.42% | +788+10.2% | Added |
| Relyea Zuckerberg Hanson LLC | 8,552 | $894.0K | 0.32% | −288−3.3% | Reduced |
| F3Logic, LLC | 8,594 | $896.0K | 0.19% | −325−3.6% | Reduced |
| Rainsberger Wealth Advisors, Inc. | 8,579 | $896.0K | 0.62% | +1,548+22.0% | Added |
| Defined Wealth Management, LLC | 8,586 | $897.0K | 0.98% | 00.0% | Unchanged |
| CenterBook Partners LP | 8,580 | $897.0K | 0.17% | +102+1.2% | Added |
| HMS Capital Management, LLC | 8,604 | $899.0K | 0.55% | −237−2.7% | Reduced |
| Mason & Associates Inc | 8,616 | $900.0K | 0.32% | +110+1.3% | Added |
| Personal Cfo Solutions, LLC | 8,624 | $901.0K | 0.23% | −693−7.4% | Reduced |
| Well Done, LLC | 8,645 | $903.0K | 0.22% | −217−2.4% | Reduced |
| Salzhauer Michael | 8,660 | $905.0K | 0.57% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 8,678 | $907.0K | 0.63% | +154+1.8% | Added |
| CVA Family Office, LLC | 8,685 | $908.0K | 0.25% | +2,112+32.1% | Added |
| Financial Management Network Inc | 8,084 | $912.0K | 0.45% | +645+8.7% | Added |
| FSM Wealth Advisors, LLC | 8,738 | $913.0K | 0.76% | +536+6.5% | Added |
| Paulson Wealth Management Inc. | 8,735 | $913.0K | 0.49% | +1,844+26.8% | Added |
| Column Capital Advisors, LLC | 8,756 | $915.0K | 0.19% | 00.0% | Unchanged |
| Samalin Investment Counsel, LLC | 8,798 | $919.0K | 0.67% | −124−1.4% | Reduced |
| Central Bank & Trust Co | 8,792 | $919.0K | 0.20% | −82−0.9% | Reduced |
| Eagle Capital Management LLC | 8,808 | $920.0K | 0.00% | 00.0% | Unchanged |
| Navalign, LLC | 8,826 | $922.0K | 0.42% | +354+4.2% | Added |
| Colonial River Wealth Management, LLC | 8,854 | $925.0K | 0.64% | +5+0.1% | Added |
| Hexagon Capital Partners LLC | 8,856 | $925.0K | 0.28% | +2,208+33.2% | Added |
| Childress Capital Advisors, LLC | 8,629 | $926.0K | 0.36% | −1,119−11.5% | Reduced |
| Hendershot Investments Inc. | 8,873 | $927.0K | 0.17% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 8,900 | $930.0K | 0.54% | +1,259+16.5% | Added |
| TD Ameritrade Investment Management, LLC | 8,906 | $931.0K | 0.01% | −1,913−17.7% | Reduced |
| West Family Investments, Inc. | 8,931 | $933.0K | 0.40% | −917−9.3% | Reduced |
| Baystate Wealth Management LLC | 8,924 | $933.0K | 0.10% | −369−4.0% | Reduced |
| Round Rock Advisors, LLC | 8,936 | $934.0K | 0.42% | +2,100+30.7% | Added |
| Harvest Volatility Management LLC | 8,808 | $935.0K | 0.16% | −495−5.3% | Reduced |
| Ascension Asset Management LLC | 8,954 | $936.0K | 0.73% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 8,980 | $938.0K | 1.38% | +71+0.8% | Added |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 9,000 | $941.0K | 0.73% | −9,000−50.0% | Reduced |
| Fiera Capital Corp | 9,007 | $942.0K | 0.00% | −391−4.2% | Reduced |
| JFS Wealth Advisors, LLC | 9,039 | $945.0K | 0.10% | −1,066−10.5% | Reduced |
| WESPAC Advisors, LLC | 9,044 | $945.0K | 1.27% | +9,044 | New |
| Hardy Reed LLC | 9,068 | $948.0K | 0.21% | 00.0% | Unchanged |
| Addison Advisors LLC | 9,080 | $949.0K | 0.59% | +264+3.0% | Added |
| Alps Advisors Inc | 9,102 | $951.0K | 0.01% | −11,011−54.7% | Reduced |
| Perennial Investment Advisors, LLC | 9,101 | $951.0K | 0.43% | −3,536−28.0% | Reduced |
| Caz Investments LP | 9,100 | $951.0K | 4.03% | 00.0% | Unchanged |
| Redhawk Wealth Advisors, Inc. | 9,099 | $951.0K | 0.40% | +9,099 | New |
| Ausdal Financial Partners, Inc. | 9,126 | $954.0K | 0.15% | −7,509−45.1% | Reduced |
| Ignite Planners, LLC | 8,883 | $955.0K | 0.76% | +982+12.4% | Added |
| Waterfront Wealth Inc. | 7,596 | $955.0K | 0.36% | +1,879+32.9% | Added |
| KRS Capital Management, LLC | 9,167 | $957.0K | 1.44% | +159+1.8% | Added |
| Onyx Bridge Wealth Group LLC | 9,252 | $959.0K | 0.44% | −303−3.2% | Reduced |
| Citadel Investment Advisory, Inc. | 9,211 | $963.0K | 0.73% | +125+1.4% | Added |
| Jump Financial, LLC | 9,232 | $964.0K | 0.04% | −43,793−82.6% | Reduced |
| City State Bank | 9,227 | $964.0K | 0.67% | +306+3.4% | Added |
| Meridian Financial Partners LLC | 8,670 | $964.0K | 1.37% | +368+4.4% | Added |
| Bennett Selby Investments LP | 9,254 | $967.0K | 0.77% | +204+2.3% | Added |
| Surevest, LLC | 9,267 | $968.0K | 0.26% | −1,884−16.9% | Reduced |
| HM Capital Management, LLC | 9,276 | $969.0K | 0.58% | +10.0% | Added |
| Castle Wealth Management LLC | 9,303 | $972.0K | 0.59% | +758+8.9% | Added |
| Cambridge Advisors Inc. | 9,299 | $972.0K | 0.28% | +2,489+36.5% | Added |
| Westwood Wealth Management | 9,322 | $974.0K | 1.21% | −90−1.0% | Reduced |
| LVM Capital Management Ltd | 9,326 | $975.0K | 0.15% | +139+1.5% | Added |
| Mendel Capital Management LLC | 9,327 | $975.0K | 1.14% | +323+3.6% | Added |
| Accel Wealth Management | 8,647 | $975.0K | 0.52% | +8+0.1% | Added |
| Syntal Capital Partners, LLC | 9,358 | $977.0K | 0.44% | +102+1.1% | Added |
| Old Mission Investment Co LLC | 9,353 | $977.4K | 0.46% | −1,712−15.5% | Reduced |
| Financial Perspectives, Inc | 9,354 | $977.5K | 0.55% | +3,965+73.6% | Added |
| Keebeck Alpha, LP | 9,355 | $978.0K | 0.53% | −529−5.4% | Reduced |
| Icapital Wealth LLC | 9,381 | $980.0K | 0.70% | −974−9.4% | Reduced |
| Keystone Financial Services | 7,866 | $980.0K | 0.57% | +802+11.4% | Added |
| Sage Rhino Capital LLC | 9,400 | $982.0K | 0.39% | −135−1.4% | Reduced |
| Towercrest Capital Management | 9,421 | $984.0K | 0.23% | −400−4.1% | Reduced |
| Cozad Asset Management Inc | 9,417 | $984.0K | 0.16% | −207−2.2% | Reduced |
| CRA Financial Services, LLC | 9,424 | $985.0K | 0.35% | +1,109+13.3% | Added |
| Ridgecrest Wealth Partners, LLC | 9,444 | $987.0K | 0.80% | +110+1.2% | Added |
| First Bank & Trust | 9,474 | $990.0K | 0.36% | +5,174+120.3% | Added |
| Crescent Grove Advisors, LLC | 9,492 | $992.0K | 0.11% | −250−2.6% | Reduced |
| Bigelow Investment Advisors, LLC | 9,491 | $992.0K | 0.59% | +1,286+15.7% | Added |
| Hemenway Trust Co LLC | 9,516 | $994.0K | 0.12% | +1,000+11.7% | Added |
| Meadow Creek Wealth Advisors LLC | 9,527 | $996.0K | 1.32% | +13+0.1% | Added |
| Traverso Chambers Private Wealth Management, LLC | 9,529 | $996.0K | 0.31% | +388+4.2% | Added |
| One + One Wealth Management, LLC | 9,544 | $997.0K | 0.81% | 00.0% | Unchanged |
| Philo Smith Capital Corp | 9,550 | $998.0K | 0.41% | 00.0% | Unchanged |
| Berkeley Capital Partners, LLC | 9,553 | $998.0K | 0.43% | +999+11.7% | Added |
| Hollow Brook Wealth Management LLC | 9,576 | $1.00M | 0.57% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 9,623 | $1.01M | 0.15% | +1,203+14.3% | Added |
| Inscription Capital, LLC | 9,634 | $1.01M | 0.28% | −19,169−66.6% | Reduced |
| Apexium Financial, LP | 9,637 | $1.01M | 0.13% | +9,637 | New |
| Connors Investor Services Inc | 9,660 | $1.01M | 0.13% | 00.0% | Unchanged |
| Wealthquest Corp | 9,693 | $1.01M | 0.14% | +711+7.9% | Added |
| Burke & Herbert Bank & Trust Co | 9,742 | $1.02M | 0.84% | −625−6.0% | Reduced |
| Bassett Hargrove Investment Counsel, LLC | 9,739 | $1.02M | 2.06% | +9,739 | New |
| Windsor Group LTD | 9,618 | $1.02M | 0.25% | −367−3.7% | Reduced |
| Morton Capital Management LLC | 9,769 | $1.02M | 0.46% | −125−1.3% | Reduced |