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 |
|---|---|---|---|---|---|
| MEMBERS Trust Co | 9,787 | $1.02M | 0.03% | +1,609+19.7% | Added |
| Eqis Capital Management, Inc. | 9,790 | $1.02M | 0.12% | −737−7.0% | Reduced |
| Garrett Investment Advisors LLC | 9,808 | $1.02M | 0.26% | +2,978+43.6% | Added |
| Hemington Wealth Management | 9,835 | $1.03M | 0.45% | +14+0.1% | Added |
| Alterity Financial Group, LLC | 9,841 | $1.03M | 1.66% | +91+0.9% | Added |
| Altus Wealth Group LLC | 6,281 | $1.03M | 1.02% | 00.0% | Unchanged |
| Front Row Advisors LLC | 9,860 | $1.03M | 0.53% | −232−2.3% | Reduced |
| South Street Advisors LLC | 9,871 | $1.03M | 0.25% | −8−0.1% | Reduced |
| Auxano Advisors, LLC | 9,895 | $1.03M | 0.48% | +333+3.5% | Added |
| Focused Wealth Management, Inc | 9,915 | $1.04M | 0.22% | +48+0.5% | Added |
| Financial Management Professionals, Inc. | 9,935 | $1.04M | 0.24% | −1,075−9.8% | Reduced |
| Dohj, LLC | 9,943 | $1.04M | 0.70% | +675+7.3% | Added |
| Allred Capital Management, LLC | 9,953 | $1.04M | 0.65% | −336−3.3% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 9,899 | $1.04M | 0.08% | −8,939−47.5% | Reduced |
| CKW Financial Group | 9,979 | $1.04M | 0.19% | +10.0% | Added |
| Ulysses Management LLC | 10,000 | $1.04M | 0.28% | −14,000−58.3% | Reduced |
| Carmignac Gestion | 10,000 | $1.04M | 0.02% | +10,000 | New |
| CM Management, LLC | 10,000 | $1.04M | 1.17% | +10,000 | New |
| Zenyatta Capital Management LP | 10,000 | $1.04M | 0.61% | +10,000 | New |
| Intrua Financial, LLC | 10,018 | $1.05M | 0.28% | −3,966−28.4% | Reduced |
| Prentice Wealth Management LLC | 10,017 | $1.05M | 0.57% | +293+3.0% | Added |
| Teamwork Financial Advisors, LLC | 10,027 | $1.05M | 0.23% | +6,882+218.8% | Added |
| Alera Investment Advisors, LLC | 10,036 | $1.05M | 0.30% | −1,059−9.5% | Reduced |
| Vantage Financial Partners Ltd., Inc. | 10,074 | $1.05M | 0.68% | 00.0% | Unchanged |
| Round Hill Asset Management | 10,077 | $1.05M | 0.72% | +20+0.2% | Added |
| LWM Advisory Services, LLC | 9,804 | $1.05M | 1.19% | +675+7.4% | Added |
| Financial Strategies Group, Inc. | 10,090 | $1.05M | 0.48% | +2,318+29.8% | Added |
| Richard P Slaughter Associates Inc | 10,121 | $1.06M | 0.45% | +1,284+14.5% | Added |
| Eudaimonia Advisors LLC | 10,130 | $1.06M | 0.77% | −377−3.6% | Reduced |
| Sage Mountain Advisors LLC | 10,137 | $1.06M | 0.28% | +105+1.0% | Added |
| Disciplined Investments, LLC | 10,158 | $1.06M | 0.49% | +2,836+38.7% | Added |
| Monte Financial Group, LLC | 10,168 | $1.06M | 0.65% | +32+0.3% | Added |
| Summit Financial Wealth Advisors, LLC | 8,540 | $1.06M | 0.31% | +533+6.7% | Added |
| Capital Advisors, Ltd. LLC | 10,190 | $1.06M | 0.21% | −746−6.8% | Reduced |
| Winthrop Advisory Group LLC | 10,213 | $1.07M | 0.23% | −45−0.4% | Reduced |
| Ramsay, Stattman, Vela & Price, Inc. | 10,216 | $1.07M | 0.26% | 00.0% | Unchanged |
| IronBridge Private Wealth, LLC | 10,244 | $1.07M | 0.92% | +10,244 | New |
| BigSur Wealth Management LLC | 10,271 | $1.07M | 0.54% | −171−1.6% | Reduced |
| Passive Capital Management, LLC. | 10,272 | $1.07M | 0.57% | 00.0% | Unchanged |
| Renasant Bank | 10,317 | $1.08M | 0.95% | +2,321+29.0% | Added |
| De Burlo Group Inc | 10,317 | $1.08M | 0.26% | +10,317 | New |
| New Century Advisors, LLC | 10,310 | $1.08M | 1.31% | +2,000+24.1% | Added |
| Orleans Capital Management Corp | 10,337 | $1.08M | 0.90% | −396−3.7% | Reduced |
| Wealth Management Partners, LLC | 10,000 | $1.08M | 0.95% | +1,000+11.1% | Added |
| Waddell & Associates, LLC | 10,348 | $1.08M | 0.21% | +30.0% | Added |
| ARGA Investment Management, LP | 10,349 | $1.08M | 0.06% | +3,062+42.0% | Added |
| Sterling Investment Counsel, LLC | 10,365 | $1.08M | 0.79% | −42−0.4% | Reduced |
| LifeSteps Financial, Inc. | 10,359 | $1.08M | 1.22% | +2,306+28.6% | Added |
| Westbourne Investment Advisors, Inc. | 10,360 | $1.08M | 0.57% | −315−3.0% | Reduced |
| Chiron Capital Management, LLC | 10,367 | $1.08M | 0.73% | +3,917+60.7% | Added |
| Princeton Capital Management LLC | 10,406 | $1.09M | 0.48% | +51+0.5% | Added |
| Ssi Investment Management LLC | 10,453 | $1.09M | 0.07% | +12+0.1% | Added |
| Foresight Wealth Management, LLC | 10,461 | $1.09M | 0.47% | +1,188+12.8% | Added |
| Commons Capital, LLC | 10,465 | $1.09M | 1.73% | +82+0.8% | Added |
| Morris Financial Concepts, Inc. | 10,468 | $1.09M | 1.13% | +526+5.3% | Added |
| Autumn Glory Partners, LLC | 10,481 | $1.09M | 0.74% | −1,632−13.5% | Reduced |
| Sonata Capital Group Inc | 10,534 | $1.10M | 0.61% | −500−4.5% | Reduced |
| Roman Butler Fullerton & Co | 10,799 | $1.10M | 0.70% | +371+3.6% | Added |
| Revolve Wealth Partners, LLC | 10,539 | $1.10M | 0.37% | +1,769+20.2% | Added |
| Sky Investment Group LLC | 10,549 | $1.10M | 0.29% | +1,362+14.8% | Added |
| Okabena Investment Services Inc | 10,546 | $1.10M | 0.53% | +3,725+54.6% | Added |
| Terril Brothers, Inc. | 10,573 | $1.10M | 0.60% | 00.0% | Unchanged |
| AXS Investments LLC | 10,585 | $1.11M | 0.43% | −1,883−15.1% | Reduced |
| Cape Ann Savings Bank | 10,598 | $1.11M | 0.89% | −170−1.6% | Reduced |
| Truepoint, Inc. | 10,627 | $1.11M | 0.06% | +71+0.7% | Added |
| JSF Financial, LLC | 10,638 | $1.11M | 0.42% | +11+0.1% | Added |
| Strategic Investment Advisors | 10,661 | $1.11M | 0.25% | −5,307−33.2% | Reduced |
| Trust Investment Advisors | 10,695 | $1.12M | 1.17% | +373+3.6% | Added |
| Proficio Capital Partners LLC | 10,600 | $1.12M | 0.21% | −2,788−20.8% | Reduced |
| Galibier Capital Management Ltd. | 10,735 | $1.12M | 0.23% | 00.0% | Unchanged |
| Carson Advisory Inc. | 10,744 | $1.12M | 1.24% | +1,733+19.2% | Added |
| First Farmers & Merchants Bank / Trust | 10,759 | $1.12M | 1.49% | −25−0.2% | Reduced |
| Norris Perne & French LLP | 10,752 | $1.12M | 0.12% | +142+1.3% | Added |
| MBL Wealth, LLC | 10,761 | $1.12M | 0.24% | +688+6.8% | Added |
| My Legacy Advisors, LLC | 10,131 | $1.13M | 0.57% | +733+7.8% | Added |
| Cornerstone National Bank & Trust Co | 10,789 | $1.13M | 0.62% | −70−0.6% | Reduced |
| Marble Harbor Investment Counsel, LLC | 10,799 | $1.13M | 0.17% | 00.0% | Unchanged |
| Highland Private Wealth Management | 10,819 | $1.13M | 0.18% | −1,908−15.0% | Reduced |
| Lincluden Management Ltd | 10,815 | $1.13M | 0.14% | +35+0.3% | Added |
| MONECO Advisors, LLC | 10,815 | $1.13M | 0.45% | +506+4.9% | Added |
| JNBA Financial Advisors | 10,852 | $1.13M | 0.17% | −42−0.4% | Reduced |
| IMS Capital Management | 10,856 | $1.13M | 0.78% | +579+5.6% | Added |
| Gerber Kawasaki Wealth & Investment Management | 10,894 | $1.14M | 0.11% | +242+2.3% | Added |
| Brooktree Capital Management | 10,898 | $1.14M | 0.94% | −459−4.0% | Reduced |
| West Paces Advisors Inc. | 10,939 | $1.14M | 0.41% | −4,045−27.0% | Reduced |
| Hazlett, Burt & Watson, Inc. | 10,955 | $1.14M | 1.11% | +158+1.5% | Added |
| Cerro Pacific Wealth Advisors LLC | 11,047 | $1.15M | 0.70% | +2,437+28.3% | Added |
| Patriot Investment Management Inc. | 11,053 | $1.16M | 0.12% | +48+0.4% | Added |
| Drive Wealth Management, LLC | 11,066 | $1.16M | 1.10% | +1,621+17.2% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 11,086 | $1.16M | 0.00% | −21−0.2% | Reduced |
| Signet Financial Management, LLC | 11,084 | $1.16M | 0.23% | +162+1.5% | Added |
| Castle Rock Wealth Management, LLC | 11,368 | $1.16M | 0.58% | +94+0.8% | Added |
| Fourthstone LLC | 11,100 | $1.16M | 0.37% | +5,800+109.4% | Added |
| Cacti Asset Management LLC | 11,110 | $1.16M | 0.12% | 00.0% | Unchanged |
| First Financial Corp | 11,115 | $1.16M | 0.78% | +610+5.8% | Added |
| Accuvest Global Advisors | 11,112 | $1.16M | 0.79% | +1,109+11.1% | Added |
| Jackson Hole Capital Partners, LLC | 11,153 | $1.17M | 0.36% | +975+9.6% | Added |
| Rosenbaum Jay D. | 11,181 | $1.17M | 2.69% | −1,900−14.5% | Reduced |
| Plante Moran Financial Advisors, LLC | 11,172 | $1.17M | 0.20% | −590−5.0% | Reduced |
| Wealth Architects, LLC | 11,184 | $1.17M | 0.24% | +107+1.0% | Added |