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 |
|---|---|---|---|---|---|
| Birinyi Associates Inc | 13,200 | $1.38M | 0.64% | −500−3.6% | Reduced |
| Ergoteles LLC | 13,208 | $1.38M | 0.05% | +13,208 | New |
| Access Financial Services, Inc. | 13,224 | $1.38M | 0.89% | +597+4.7% | Added |
| Kiley Juergens Wealth Management, LLC | 13,231 | $1.38M | 0.65% | +1,012+8.3% | Added |
| Matrix Private Capital Group LLC | 13,244 | $1.38M | 0.94% | −2,403−15.4% | Reduced |
| Guardian Capital LP | 13,255 | $1.39M | 0.05% | −1,550−10.5% | Reduced |
| Todd Asset Management LLC | 13,271 | $1.39M | 0.04% | 00.0% | Unchanged |
| Weatherly Asset Management L. P. | 13,283 | $1.39M | 0.20% | −50−0.4% | Reduced |
| Highlander Capital Management, LLC | 13,280 | $1.39M | 0.80% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 13,299 | $1.39M | 0.39% | +921+7.4% | Added |
| Main Street Financial Solutions, LLC | 13,320 | $1.39M | 0.23% | +588+4.6% | Added |
| Oak Family Advisors, LLC | 13,333 | $1.39M | 0.90% | +8,114+155.5% | Added |
| Insight Wealth Strategies, LLC | 12,380 | $1.39M | 0.26% | 00.0% | Unchanged |
| Insight Inv LLC | 13,345 | $1.40M | 1.55% | 00.0% | Unchanged |
| Steward Financial Group LLC | 13,434 | $1.40M | 1.04% | +26+0.2% | Added |
| Keudell/Morrison Wealth Management | 13,433 | $1.40M | 0.53% | +941+7.5% | Added |
| Venturi Wealth Management, LLC | 13,434 | $1.40M | 0.13% | +1,184+9.7% | Added |
| Thomas White International Ltd | 13,446 | $1.41M | 0.33% | 00.0% | Unchanged |
| Aft, Forsyth & Sober, LLC | 13,450 | $1.41M | 0.68% | 00.0% | Unchanged |
| Marion Wealth Management | 13,475 | $1.41M | 0.72% | +141+1.1% | Added |
| Quantitative Investment Management, LLC | 13,496 | $1.41M | 0.23% | −50,447−78.9% | Reduced |
| Ameliora Wealth Management Ltd. | 13,618 | $1.41M | 0.76% | +13,618 | New |
| Connecticut Wealth Management, LLC | 13,505 | $1.41M | 0.13% | +21+0.2% | Added |
| Activest Wealth Management | 13,467 | $1.41M | 0.46% | +13,366+13,233.7% | Added |
| Cim Investment Mangement Inc | 13,536 | $1.42M | 0.63% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 13,608 | $1.42M | 0.12% | +1,429+11.7% | Added |
| Clear Street Markets LLC | 13,653 | $1.43M | 0.27% | −574−4.0% | Reduced |
| Accredited Investors Inc. | 13,669 | $1.43M | 0.17% | +133+1.0% | Added |
| Solidarilty Wealth, LLC | 10,879 | $1.43M | 0.83% | −716−6.2% | Reduced |
| Financial Advocates Investment Management | 13,696 | $1.43M | 0.13% | −5,166−27.4% | Reduced |
| Twin Lakes Capital Management, LLC | 13,715 | $1.43M | 1.16% | +83+0.6% | Added |
| Pekin Hardy Strauss, Inc. | 13,722 | $1.43M | 0.24% | −1,311−8.7% | Reduced |
| Chilton Investment Co LLC | 13,735 | $1.44M | 0.04% | −103−0.7% | Reduced |
| 626 Financial, LLC | 13,811 | $1.44M | 1.17% | −718−4.9% | Reduced |
| Brendel Financial Advisors LLC | 13,826 | $1.45M | 3.43% | −1,187−7.9% | Reduced |
| Chesapeake Wealth Management | 13,833 | $1.45M | 0.66% | −2,327−14.4% | Reduced |
| Concord Wealth Partners | 13,836 | $1.45M | 0.46% | +197+1.4% | Added |
| Oder Investment Management, LLC | 13,851 | $1.45M | 1.70% | +947+7.3% | Added |
| Neumann Capital Management, LLC | 13,899 | $1.45M | 0.75% | −286−2.0% | Reduced |
| Lindenwold Advisors | 13,922 | $1.46M | 1.08% | +135+1.0% | Added |
| Advisory Research Inc | 13,949 | $1.46M | 0.14% | −84−0.6% | Reduced |
| Axiom Financial Strategies, LLC | 13,967 | $1.46M | 0.78% | −21−0.2% | Reduced |
| Next Capital Management LLC | 13,981 | $1.46M | 1.10% | +65+0.5% | Added |
| Parisi Gray Wealth Management | 13,993 | $1.46M | 1.11% | −11,624−45.4% | Reduced |
| Blodgett Wealth Advisors, LLC | 14,000 | $1.46M | 1.77% | −461−3.2% | Reduced |
| Saxon Interests, Inc. | 13,259 | $1.46M | 0.89% | −140−1.0% | Reduced |
| Front Street Capital Management, Inc. | 14,034 | $1.47M | 0.37% | −10−0.1% | Reduced |
| McMillion Capital Management Inc | 14,063 | $1.47M | 1.36% | −887−5.9% | Reduced |
| Benedict Financial Advisors Inc | 14,093 | $1.47M | 0.47% | −593−4.0% | Reduced |
| Eagle Bluffs Wealth Management LLC | 14,118 | $1.48M | 1.70% | +718+5.4% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 14,130 | $1.48M | 0.42% | −8,695−38.1% | Reduced |
| Boit C F David | 14,137 | $1.48M | 1.20% | +14,137 | New |
| Biltmore Family Office, LLC | 14,174 | $1.48M | 0.34% | +485+3.5% | Added |
| Fortem Financial Group, LLC | 14,183 | $1.48M | 1.03% | −25−0.2% | Reduced |
| Traphagen Investment Advisors LLC | 14,184 | $1.48M | 0.28% | +98+0.7% | Added |
| KLCM Advisors, Inc. | 14,262 | $1.49M | 0.35% | +1,676+13.3% | Added |
| True North Advisors, LLC | 14,274 | $1.49M | 0.49% | −3,611−20.2% | Reduced |
| Summit Financial Group Inc | 14,287 | $1.49M | 0.62% | −508−3.4% | Reduced |
| FinTrust Capital Advisors, LLC | 12,565 | $1.49M | 0.39% | −202−1.6% | Reduced |
| LCNB Corp | 14,366 | $1.50M | 0.82% | −894−5.9% | Reduced |
| Summit X, LLC | 14,332 | $1.50M | 0.44% | −426−2.9% | Reduced |
| Red Cedar Investment Management, LLC | 14,382 | $1.50M | 0.26% | 00.0% | Unchanged |
| Klingman & Associates, LLC | 14,386 | $1.50M | 0.15% | +731+5.4% | Added |
| Ahrens Investment Partners LLC | 14,400 | $1.50M | 0.79% | +1,100+8.3% | Added |
| Washington Capital Management Inc | 14,410 | $1.51M | 1.52% | −250−1.7% | Reduced |
| TrimTabs Asset Management, LLC | 14,437 | $1.51M | 1.04% | −8,420−36.8% | Reduced |
| Warren Averett Asset Management, LLC | 14,452 | $1.51M | 0.11% | +2,777+23.8% | Added |
| Chapman Investment Management, LLC | 14,458 | $1.51M | 1.11% | +50+0.3% | Added |
| Everhart Financial Group, Inc. | 14,486 | $1.51M | 0.84% | −237−1.6% | Reduced |
| Notis-McConarty Edward | 14,497 | $1.51M | 0.68% | 00.0% | Unchanged |
| Davidson Trust Co | 14,558 | $1.52M | 1.46% | −1,313−8.3% | Reduced |
| Wedmont Private Capital | 14,568 | $1.52M | 0.31% | +1,622+12.5% | Added |
| Regatta Capital Group, LLC | 13,540 | $1.52M | 0.62% | +701+5.5% | Added |
| Waycross Partners, LLC | 14,602 | $1.53M | 1.03% | +65+0.4% | Added |
| Arbor Capital Management Inc | 13,638 | $1.53M | 1.38% | +501+3.8% | Added |
| Wambolt & Associates, LLC | 14,630 | $1.53M | 0.65% | −167−1.1% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 14,627 | $1.53M | 0.74% | +740+5.3% | Added |
| DAGCO, Inc. | 14,653 | $1.53M | 0.96% | +158+1.1% | Added |
| Wulff, Hansen & Co. | 14,665 | $1.53M | 1.92% | +80+0.5% | Added |
| Occidental Asset Management, LLC | 14,662 | $1.53M | 0.46% | +869+6.3% | Added |
| WBH Advisory Inc | 14,673 | $1.53M | 0.22% | −666−4.3% | Reduced |
| Gs Investments, Inc. | 14,727 | $1.54M | 1.02% | +50+0.3% | Added |
| Graham Capital Management, L.P. | 14,795 | $1.55M | 0.07% | −27,944−65.4% | Reduced |
| TCI Wealth Advisors, Inc. | 14,798 | $1.55M | 0.25% | −35−0.2% | Reduced |
| Sittner & Nelson, LLC | 14,816 | $1.55M | 1.04% | +1,505+11.3% | Added |
| LS Investment Advisors, LLC | 14,844 | $1.55M | 0.31% | +50.0% | Added |
| Loudon Investment Management, LLC | 14,891 | $1.56M | 1.24% | +7,541+102.6% | Added |
| Fragasso Group Inc. | 14,948 | $1.56M | 0.22% | −2,321−13.4% | Reduced |
| Byrne Asset Management LLC | 14,973 | $1.56M | 1.21% | +560+3.9% | Added |
| Perpetual Investment Management Ltd | 14,987 | $1.57M | 0.23% | 00.0% | Unchanged |
| Zurich Insurance Group Ltd | 15,000 | $1.57M | 0.02% | −499,482−97.1% | Reduced |
| North Reef Capital Management LP | 15,000 | $1.57M | 0.39% | +15,000 | New |
| Patriot Financial Group Insurance Agency, LLC | 15,025 | $1.57M | 0.38% | +4,415+41.6% | Added |
| Hudson Canyon Capital Management | 15,063 | $1.57M | 1.56% | 00.0% | Unchanged |
| Roof Eidam & Maycock | 15,068 | $1.57M | 0.59% | +1,172+8.4% | Added |
| Boothbay Fund Management, LLC | 15,112 | $1.58M | 0.05% | −29,180−65.9% | Reduced |
| Continental Advisors LLC | 15,135 | $1.58M | 1.47% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 15,182 | $1.59M | 0.93% | +6,687+78.7% | Added |
| Birmingham Capital Management Co Inc | 15,197 | $1.59M | 0.70% | +147+1.0% | Added |
| Phillips Financial Management, LLC | 15,222 | $1.59M | 0.18% | +659+4.5% | Added |