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 |
|---|---|---|---|---|---|
| Newbridge Financial Services Group, Inc. | 11,213 | $1.17M | 0.69% | +499+4.7% | Added |
| Vista Investment Management | 11,219 | $1.17M | 0.72% | +793+7.6% | Added |
| One Charles Private Wealth Services, LLC | 11,232 | $1.17M | 0.78% | +196+1.8% | Added |
| Optas, LLC | 11,282 | $1.18M | 0.52% | −3,497−23.7% | Reduced |
| L.M. Kohn & Company | 11,351 | $1.19M | 0.58% | −95−0.8% | Reduced |
| Fort Point Capital Partners LLC | 11,358 | $1.19M | 0.22% | −29−0.3% | Reduced |
| Simon Quick Advisors, LLC | 11,360 | $1.19M | 0.17% | +3,431+43.3% | Added |
| Gilbert & Cook, Inc. | 9,356 | $1.19M | 0.26% | +97+1.0% | Added |
| Private Portfolio Partners LLC | 11,397 | $1.19M | 0.34% | −2,272−16.6% | Reduced |
| Fullerton Fund Management Co Ltd. | 11,409 | $1.19M | 0.09% | −91,280−88.9% | Reduced |
| CX Institutional | 11,439 | $1.20M | 0.08% | −21−0.2% | Reduced |
| First National Bank of South Miami | 11,458 | $1.20M | 0.93% | −533−4.4% | Reduced |
| Aft, Forsyth & Company, Inc. | 11,463 | $1.20M | 1.07% | −239−2.0% | Reduced |
| MJP Associates Inc | 11,463 | $1.20M | 0.36% | +350+3.1% | Added |
| First National Advisers, LLC | 11,467 | $1.20M | 1.78% | +2,955+34.7% | Added |
| Texas Capital Bancshares Inc | 11,481 | $1.20M | 0.97% | −7−0.1% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 11,494 | $1.20M | 1.31% | +30+0.3% | Added |
| Hunter Associates Investment Management LLC | 11,527 | $1.20M | 0.31% | −799−6.5% | Reduced |
| Donald L. Hagan, LLC | 11,519 | $1.20M | 0.85% | +4,364+61.0% | Added |
| Heron Financial Group, LLC | 11,537 | $1.21M | 0.75% | +35+0.3% | Added |
| Orion Capital Management LLC | 11,547 | $1.21M | 0.97% | +447+4.0% | Added |
| Lion Street Advisors, LLC | 11,574 | $1.21M | 0.60% | +1,993+20.8% | Added |
| Finer Wealth Management, Inc. | 11,562 | $1.21M | 1.19% | +571+5.2% | Added |
| Holistic Financial Partners | 11,593 | $1.21M | 1.20% | +124+1.1% | Added |
| Boston Common Asset Management, LLC | 11,614 | $1.21M | 0.06% | +50+0.4% | Added |
| Mainstay Capital Management LLC | 11,644 | $1.22M | 0.30% | 00.0% | Unchanged |
| 44 Wealth Management LLC | 11,659 | $1.22M | 0.50% | −40.0% | Reduced |
| Caldwell Investment Management Ltd. | 11,460 | $1.22M | 1.48% | 00.0% | Unchanged |
| Aire Advisors, LLC | 11,680 | $1.22M | 0.42% | −505−4.1% | Reduced |
| AlphaCore Capital LLC | 11,770 | $1.23M | 0.56% | +1,711+17.0% | Added |
| Costello Asset Management, INC | 11,782 | $1.23M | 1.16% | −663−5.3% | Reduced |
| CoreFirst Bank & Trust | 11,815 | $1.24M | 1.07% | −255−2.1% | Reduced |
| St. Johns Investment Management Company, LLC | 11,818 | $1.24M | 0.81% | +229+2.0% | Added |
| Godshalk Welsh Capital Management, Inc. | 11,834 | $1.24M | 0.91% | +293+2.5% | Added |
| Sabadell Asset Management, S.A S.G.I.I.C | 11,214 | $1.24M | 0.27% | −8,123−42.0% | Reduced |
| Gilman Hill Asset Management, LLC | 11,843 | $1.24M | 0.29% | −2,080−14.9% | Reduced |
| First Dallas Securities Inc. | 11,862 | $1.24M | 0.85% | +226+1.9% | Added |
| Members Capital Advisors Inc | 11,881 | $1.24M | 0.98% | 00.0% | Unchanged |
| Woodward Diversified Capital, LLC | 11,905 | $1.24M | 1.03% | −360−2.9% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 11,873 | $1.25M | 0.03% | +3,923+49.3% | Added |
| Schrum Private Wealth Management LLC | 11,960 | $1.25M | 1.58% | −470−3.8% | Reduced |
| Weaver C. Barksdale & Associates, Inc. | 11,984 | $1.25M | 1.26% | −435−3.5% | Reduced |
| MBA Advisors LLC | 11,998 | $1.25M | 0.91% | +722+6.4% | Added |
| Avestar Capital, LLC | 12,002 | $1.25M | 0.35% | +1,204+11.2% | Added |
| Prudent Man Advisors, LLC | 12,009 | $1.25M | 0.59% | +241+2.0% | Added |
| Acorn Wealth Advisors, LLC | 12,011 | $1.25M | 1.03% | +339+2.9% | Added |
| BHK Investment Advisors, LLC | 12,024 | $1.26M | 0.63% | +476+4.1% | Added |
| AlphaCrest Capital Management LLC | 12,046 | $1.26M | 0.08% | −94,772−88.7% | Reduced |
| Greenwich Wealth Management LLC | 12,066 | $1.26M | 0.13% | +10+0.1% | Added |
| Total Clarity Wealth Management, Inc. | 12,084 | $1.26M | 0.79% | +654+5.7% | Added |
| SlateStone Wealth, LLC | 12,097 | $1.26M | 0.34% | −5,597−31.6% | Reduced |
| Credential Qtrade Securities Inc. | 12,127 | $1.27M | 0.10% | +612+5.3% | Added |
| BlackDiamond Wealth Management Inc. | 10,345 | $1.27M | 1.53% | −381−3.6% | Reduced |
| Falcon Wealth Planning | 12,177 | $1.27M | 0.42% | −347−2.8% | Reduced |
| West Michigan Advisors, LLC | 12,193 | $1.27M | 1.11% | +263+2.2% | Added |
| Windsor Capital Management, LLC | 12,256 | $1.28M | 0.48% | −52−0.4% | Reduced |
| Ballast, Inc. | 12,268 | $1.28M | 0.63% | +54+0.4% | Added |
| Evergreen Wealth Solutions, LLC | 12,282 | $1.28M | 1.82% | +472+4.0% | Added |
| AllGen Financial Advisors, Inc. | 12,309 | $1.29M | 1.00% | −13,950−53.1% | Reduced |
| Masso Torrence Wealth Management Inc. | 12,325 | $1.29M | 1.14% | +2,561+26.2% | Added |
| Nicholas Hoffman & Company, LLC. | 12,331 | $1.29M | 0.06% | −277−2.2% | Reduced |
| Corvex Management LP | 12,407 | $1.30M | 0.08% | +1,500+13.8% | Added |
| Fiduciary Planning LLC | 12,419 | $1.30M | 0.67% | +144+1.2% | Added |
| Highview Capital Management LLC | 12,454 | $1.30M | 0.97% | −560−4.3% | Reduced |
| Palumbo Wealth Management LLC | 12,451 | $1.30M | 1.10% | +240+2.0% | Added |
| Pacitti Group Inc. | 12,471 | $1.30M | 1.07% | +82+0.7% | Added |
| Kelly Lawrence W & Associates Inc | 12,500 | $1.31M | 0.36% | −112−0.9% | Reduced |
| Bath Savings Trust Co | 12,498 | $1.31M | 0.18% | +399+3.3% | Added |
| SeaTown Holdings Pte. Ltd. | 12,500 | $1.31M | 0.20% | +12,500 | New |
| Heartland Bank & Trust Co | 12,522 | $1.31M | 1.25% | −264−2.1% | Reduced |
| Amica Retiree Medical Trust | 12,563 | $1.31M | 1.64% | −1,942−13.4% | Reduced |
| BSW Wealth Partners | 12,578 | $1.31M | 0.32% | +137+1.1% | Added |
| Corundum Group, Inc. | 12,625 | $1.32M | 0.83% | +3,051+31.9% | Added |
| Mastrapasqua Asset Management Inc | 12,630 | $1.32M | 0.19% | −590−4.5% | Reduced |
| Invst, LLC | 12,576 | $1.32M | 0.23% | +484+4.0% | Added |
| Carl P. Sherr & Co., LLC | 12,628 | $1.32M | 1.05% | +1,393+12.4% | Added |
| Transatlantique Private Wealth LLC | 12,632 | $1.32M | 0.88% | +2,212+21.2% | Added |
| Summit Wealth & Retirement Planning, Inc. | 12,691 | $1.33M | 0.53% | 00.0% | Unchanged |
| Elmwood Wealth Management, Inc. | 12,685 | $1.33M | 0.66% | +265+2.1% | Added |
| Israel Discount Bank of New York | 12,735 | $1.33M | 1.10% | +66+0.5% | Added |
| Trillium Asset Management, LLC | 12,801 | $1.34M | 0.04% | +668+5.5% | Added |
| Tilia Fiduciary Partners, Inc. | 13,183 | $1.34M | 1.36% | −158−1.2% | Reduced |
| Bell Bank | 12,884 | $1.35M | 0.17% | +1,155+9.8% | Added |
| Naviter Wealth, LLC | 12,900 | $1.35M | 0.55% | +1,834+16.6% | Added |
| UBP Investment Advisors SA | 12,959 | $1.35M | 0.70% | −8,713−40.2% | Reduced |
| Formidable Asset Management, LLC | 10,966 | $1.35M | 0.31% | −766−6.5% | Reduced |
| Evanson Asset Management, LLC | 12,930 | $1.35M | 0.16% | +5,002+63.1% | Added |
| Wealth Alliance Advisory Group, LLC | 12,938 | $1.35M | 0.60% | +2,228+20.8% | Added |
| Aristotle Capital Management, LLC | 12,949 | $1.35M | 0.00% | −4,412−25.4% | Reduced |
| Kensington Investment Counsel, LLC | 12,966 | $1.35M | 1.14% | +659+5.4% | Added |
| Verus Capital Partners, LLC | 12,982 | $1.36M | 0.26% | −2,576−16.6% | Reduced |
| Nvest Financial, LLC | 13,015 | $1.36M | 1.92% | +216+1.7% | Added |
| Peoples Bank | 13,073 | $1.37M | 0.92% | −1,051−7.4% | Reduced |
| Waratah Capital Advisors Ltd. | 13,089 | $1.37M | 0.09% | +8,554+188.6% | Added |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 13,099 | $1.37M | 0.03% | 00.0% | Unchanged |
| Capital Square, LLC | 13,101 | $1.37M | 1.24% | +2,492+23.5% | Added |
| Legacy Wealth Management, LLC | 13,120 | $1.37M | 0.93% | +200+1.5% | Added |
| Joseph Group Capital Management | 13,161 | $1.38M | 1.50% | +3,333+33.9% | Added |
| Delta Financial Advisors LLC | 13,165 | $1.38M | 0.73% | +558+4.4% | Added |
| Pointe Capital Management LLC | 13,175 | $1.38M | 1.10% | 00.0% | Unchanged |