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 |
|---|---|---|---|---|---|
| Grandview Asset Management LLC | 15,255 | $1.59M | 1.01% | −582−3.7% | Reduced |
| Missouri Trust & Investment Co | 15,278 | $1.60M | 1.05% | −84−0.5% | Reduced |
| QVR LLC | 15,281 | $1.60M | 1.45% | +3,300+27.5% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 15,337 | $1.60M | 0.14% | −1,586−9.4% | Reduced |
| Sculati Wealth Management, LLC | 15,348 | $1.60M | 0.95% | +1,738+12.8% | Added |
| Benin Management CORP | 15,357 | $1.60M | 0.67% | +650+4.4% | Added |
| Marietta Investment Partners LLC | 12,293 | $1.61M | 0.48% | −63−0.5% | Reduced |
| SFMG, LLC | 15,572 | $1.61M | 0.19% | +250+1.6% | Added |
| London & Capital Asset Management Ltd | 15,464 | $1.62M | 0.15% | +282+1.9% | Added |
| All Terrain Financial Advisors, LLC | 15,464 | $1.62M | 0.87% | +2,822+22.3% | Added |
| Wolff Wiese Magana LLC | 15,478 | $1.62M | 1.30% | +523+3.5% | Added |
| Caliber Wealth Management, LLC | 15,538 | $1.62M | 1.28% | +31+0.2% | Added |
| Paradigm Capital Management, LLC | 15,554 | $1.63M | 2.16% | +214+1.4% | Added |
| S.E.E.D. Planning Group LLC | 15,550 | $1.63M | 0.76% | +1,089+7.5% | Added |
| Pinnacle Holdings, LLC | 15,558 | $1.63M | 0.76% | +278+1.8% | Added |
| Gleason Group, Inc. | 15,561 | $1.63M | 0.56% | +273+1.8% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 15,637 | $1.63M | 0.09% | −1,852−10.6% | Reduced |
| Manchester Capital Management LLC | 15,672 | $1.64M | 0.29% | +630+4.2% | Added |
| Aberdeen Wealth Management LLC | 15,714 | $1.64M | 1.45% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 15,744 | $1.65M | 0.13% | −19,207−55.0% | Reduced |
| Peak Planning Group, LLC | 15,756 | $1.65M | 1.52% | +1,125+7.7% | Added |
| Benjamin Edwards Inc | 15,783 | $1.65M | 0.50% | +2,268+16.8% | Added |
| Grant/GrossMendelsohn, LLC | 13,471 | $1.65M | 0.89% | +163+1.2% | Added |
| Aspen Investment Management Inc | 15,800 | $1.65M | 1.10% | −305−1.9% | Reduced |
| Gilder Gagnon Howe & Co LLC | 15,856 | $1.66M | 0.03% | +80+0.5% | Added |
| Delta Asset Management LLC | 15,865 | $1.66M | 0.20% | +803+5.3% | Added |
| Vise Technologies, Inc. | 15,869 | $1.66M | 0.62% | +3,393+27.2% | Added |
| Signature Wealth Management Group | 15,897 | $1.66M | 0.84% | +623+4.1% | Added |
| Rollins Financial | 15,901 | $1.66M | 0.62% | −2,040−11.4% | Reduced |
| Summit Financial Strategies, Inc. | 15,915 | $1.66M | 0.39% | +9,568+150.7% | Added |
| Bull Street Advisors, LLC | 15,925 | $1.66M | 0.94% | +29+0.2% | Added |
| Mission Creek Capital Partners, Inc. | 15,927 | $1.66M | 0.63% | +521+3.4% | Added |
| Deseret Mutual Benefit Administrators | 16,012 | $1.67M | 0.47% | −2,098−11.6% | Reduced |
| Liberty One Investment Management, LLC | 16,031 | $1.68M | 0.28% | +3,495+27.9% | Added |
| Game Plan Financial Advisors, LLC | 16,024 | $1.68M | 1.41% | +25+0.2% | Added |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 13,707 | $1.68M | 0.79% | +265+2.0% | Added |
| Hollencrest Capital Management | 16,044 | $1.68M | 0.21% | −2,239−12.2% | Reduced |
| Hamel Associates, Inc. | 16,054 | $1.68M | 0.66% | −35,223−68.7% | Reduced |
| Pinnacle Wealth Management Group, Inc. | 16,081 | $1.68M | 1.48% | 00.0% | Unchanged |
| Tempus Wealth Planning, LLC | 16,104 | $1.68M | 1.12% | +6,711+71.4% | Added |
| Abundance Wealth Counselors | 16,111 | $1.68M | 0.48% | +50.0% | Added |
| A. D. Beadell Investment Counsel, Inc. | 16,151 | $1.69M | 1.52% | +726+4.7% | Added |
| Bowman & Co S.C. | 16,162 | $1.69M | 1.53% | +722+4.7% | Added |
| Brown, Lisle/Cummings, Inc. | 16,207 | $1.69M | 0.99% | −45−0.3% | Reduced |
| Corrado Advisors, LLC | 16,207 | $1.69M | 1.38% | +186+1.2% | Added |
| Midwest Professional Planners, LTD. | 16,214 | $1.69M | 1.01% | +977+6.4% | Added |
| Trust Co | 16,212 | $1.69M | 0.37% | +4,492+38.3% | Added |
| High Net Worth Advisory Group LLC | 16,218 | $1.70M | 0.72% | +2,740+20.3% | Added |
| RSM US Wealth Management LLC | 16,228 | $1.70M | 0.10% | −998−5.8% | Reduced |
| Amplius Wealth Advisors, LLC | 16,244 | $1.70M | 0.30% | +9,911+156.5% | Added |
| Cornerstone Advisory, LLC | 16,269 | $1.70M | 0.38% | +1,003+6.6% | Added |
| Hirtle Callaghan & Co LLC | 16,319 | $1.71M | 0.12% | +8,533+109.6% | Added |
| World Equity Group, Inc. | 16,360 | $1.71M | 0.43% | +3,327+25.5% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 16,377 | $1.71M | 0.51% | +269+1.7% | Added |
| Ledge Wealth Management, Inc. | 16,387 | $1.71M | 1.05% | −4,718−22.4% | Reduced |
| Blue Edge Capital, LLC | 16,448 | $1.72M | 0.43% | +224+1.4% | Added |
| Weik Capital Management | 16,465 | $1.72M | 0.86% | −390−2.3% | Reduced |
| Ritter Daniher Financial Advisory LLC | 16,468 | $1.72M | 1.23% | +60.0% | Added |
| Jeppson Wealth Management, LLC | 16,587 | $1.73M | 0.79% | −706−4.1% | Reduced |
| Parkside Financial Bank & Trust | 16,626 | $1.74M | 0.55% | −596−3.5% | Reduced |
| Moseley Investment Management Inc | 16,624 | $1.74M | 1.28% | +892+5.7% | Added |
| Ethic Inc. | 16,675 | $1.74M | 0.12% | +10+0.1% | Added |
| Trail Ridge Investment Advisors, LLC | 12,897 | $1.75M | 1.15% | −279−2.1% | Reduced |
| AIA Group Ltd | 16,716 | $1.75M | 0.11% | +3,424+25.8% | Added |
| Optimum Investment Advisors | 16,729 | $1.75M | 0.94% | +10+0.1% | Added |
| Arbor Trust Wealth Advisors, LLC | 16,793 | $1.75M | 1.33% | −732−4.2% | Reduced |
| Boltwood Capital Management | 16,771 | $1.75M | 0.80% | −616−3.5% | Reduced |
| Archford Capital Strategies, LLC | 16,785 | $1.75M | 0.45% | +538+3.3% | Added |
| Icon Wealth Advisors, LLC | 16,818 | $1.76M | 0.21% | +16,818 | New |
| Madden Securities Corp | 16,892 | $1.76M | 1.07% | −9,480−35.9% | Reduced |
| Clarkston Capital Partners, LLC | 16,941 | $1.77M | 0.03% | +14,550+608.5% | Added |
| Cedar Brook Financial Partners, LLC | 16,950 | $1.77M | 0.57% | +745+4.6% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 16,957 | $1.77M | 0.79% | +12+0.1% | Added |
| Ironwood Financial, llc | 17,001 | $1.78M | 0.59% | +1,233+7.8% | Added |
| Center for Financial Planning, Inc. | 17,037 | $1.78M | 0.48% | +92+0.5% | Added |
| Gryphon Financial Partners LLC | 17,033 | $1.78M | 0.46% | +704+4.3% | Added |
| Martin & Co Inc | 17,064 | $1.78M | 0.53% | +305+1.8% | Added |
| Mattern Wealth Management LLC | 17,117 | $1.79M | 0.72% | +346+2.1% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 17,193 | $1.80M | 0.15% | −2,088−10.8% | Reduced |
| Raab & Moskowitz Asset Management LLC | 17,200 | $1.80M | 0.76% | −636−3.6% | Reduced |
| Tranquility Partners, LLC | 17,207 | $1.80M | 1.00% | −196−1.1% | Reduced |
| Covenant Asset Management, LLC | 17,206 | $1.80M | 0.72% | +739+4.5% | Added |
| 180 Wealth Advisors, LLC | 17,325 | $1.81M | 0.50% | −89−0.5% | Reduced |
| Twelve Points Wealth Management LLC | 17,339 | $1.81M | 1.41% | −53−0.3% | Reduced |
| Krilogy Financial LLC | 17,380 | $1.82M | 0.22% | −91−0.5% | Reduced |
| Foundations Investment Advisors, LLC | 17,392 | $1.82M | 0.08% | +6,620+61.5% | Added |
| StrongBox Wealth, LLC | 17,411 | $1.82M | 1.32% | −5,772−24.9% | Reduced |
| Lineweaver Wealth Advisors, LLC | 17,400 | $1.82M | 0.59% | +1,919+12.4% | Added |
| L & S Advisors Inc | 17,445 | $1.82M | 0.32% | −5,057−22.5% | Reduced |
| Aldebaran Financial Inc. | 17,323 | $1.83M | 2.10% | −302−1.7% | Reduced |
| Wrapmanager Inc | 17,507 | $1.83M | 0.62% | +4,543+35.0% | Added |
| Guild Investment Management, Inc. | 17,505 | $1.83M | 3.14% | +9,870+129.3% | Added |
| Smith, Moore & Co. | 17,566 | $1.84M | 0.28% | −157−0.9% | Reduced |
| Trinity Financial Advisors LLC | 17,669 | $1.85M | 1.34% | +5,231+42.1% | Added |
| Coastline Trust Co | 17,673 | $1.85M | 0.30% | −574−3.1% | Reduced |
| Zeke Capital Advisors, LLC | 17,681 | $1.85M | 0.13% | +32+0.2% | Added |
| MSH Capital Advisors LLC | 17,717 | $1.85M | 0.91% | −517−2.8% | Reduced |
| WT Wealth Management | 17,727 | $1.85M | 0.93% | +12+0.1% | Added |
| WealthBridge Capital Management, LLC | 16,476 | $1.85M | 0.79% | 00.0% | Unchanged |
| Crystal Rock Capital Management | 6,635 | $1.85M | 1.91% | −5,758−46.5% | Reduced |