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 |
|---|---|---|---|---|---|
| Almanack Investment Partners, LLC. | 17,764 | $1.86M | 0.36% | −6,945−28.1% | Reduced |
| Ategra Capital Management, LLC | 17,808 | $1.86M | 0.99% | +10,760+152.7% | Added |
| Pinkerton Retirement Specialists, LLC | 17,818 | $1.86M | 0.72% | −438−2.4% | Reduced |
| Investment Advisory Services Inc | 17,874 | $1.87M | 1.12% | −13−0.1% | Reduced |
| Financial Planning & Information Services, Inc. | 17,875 | $1.87M | 0.45% | +500+2.9% | Added |
| Essex Investment Management Co LLC | 17,905 | $1.87M | 0.30% | −1,914−9.7% | Reduced |
| Compass Financial Advisors LLC | 17,915 | $1.87M | 2.78% | +265+1.5% | Added |
| Institute for Wealth Management, LLC. | 17,941 | $1.88M | 0.42% | −4,848−21.3% | Reduced |
| Spreng Capital Management, Inc. | 17,940 | $1.88M | 1.66% | 00.0% | Unchanged |
| Magnolia Capital Advisors LLC | 17,943 | $1.88M | 1.59% | +1,296+7.8% | Added |
| Moser Wealth Advisors, LLC | 17,949 | $1.88M | 1.47% | +54+0.3% | Added |
| First Capital Advisors Group, LLC. | 17,950 | $1.88M | 1.57% | +380+2.2% | Added |
| Jmac Enterprises LLC | 17,978 | $1.88M | 0.53% | +326+1.8% | Added |
| Dillon & Associates Inc | 18,186 | $1.89M | 0.44% | 00.0% | Unchanged |
| Acropolis Investment Management, LLC | 18,098 | $1.89M | 0.19% | −141−0.8% | Reduced |
| Affinity Wealth Management LLC | 18,103 | $1.89M | 0.47% | −2,732−13.1% | Reduced |
| First City Capital Management, Inc. | 18,114 | $1.89M | 1.25% | +1,991+12.3% | Added |
| Cito Capital Group, LLC | 18,149 | $1.90M | 1.09% | +90.0% | Added |
| Heritage Wealth Advisors | 18,157 | $1.90M | 0.14% | −370−2.0% | Reduced |
| White Pine Capital LLC | 18,171 | $1.90M | 0.79% | −45−0.2% | Reduced |
| Integrated Investment Consultants, LLC | 18,216 | $1.90M | 0.76% | −392−2.1% | Reduced |
| Zullo Investment Group, Inc. | 18,221 | $1.90M | 1.23% | +832+4.8% | Added |
| Pinnacle Wealth Planning Services, Inc. | 18,264 | $1.91M | 0.35% | +5,834+46.9% | Added |
| Hanson & Doremus Investment Management | 18,356 | $1.92M | 0.50% | −887−4.6% | Reduced |
| SkyView Investment Advisors, LLC | 18,363 | $1.92M | 0.56% | +380+2.1% | Added |
| Lederer & Associates Investment Counsel | 18,370 | $1.92M | 1.62% | −178−1.0% | Reduced |
| Sycomore Asset Management | 18,007 | $1.92M | 0.54% | −6,509−26.6% | Reduced |
| Home Federal Bank of Tennessee | 18,427 | $1.93M | 0.80% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 18,431 | $1.93M | 0.39% | 00.0% | Unchanged |
| WP Advisors, LLC | 18,510 | $1.93M | 0.88% | +186+1.0% | Added |
| Holderness Investments Co | 18,513 | $1.94M | 0.88% | −382−2.0% | Reduced |
| Beaumont Financial Partners, LLC | 18,541 | $1.94M | 0.19% | −306−1.6% | Reduced |
| Agate Pass Investment Management, LLC | 18,555 | $1.94M | 1.48% | −333−1.8% | Reduced |
| RKL Wealth Management LLC | 18,584 | $1.94M | 0.28% | +829+4.7% | Added |
| Mizuho Markets Cayman LP | 18,590 | $1.94M | 0.28% | −2,177−10.5% | Reduced |
| Aull & Monroe Investment Management Corp | 18,591 | $1.94M | 1.06% | −1,320−6.6% | Reduced |
| HPC Germany GmbH & Co. KG | 18,600 | $1.94M | 3.20% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 18,623 | $1.95M | 1.43% | +3,411+22.4% | Added |
| SRN Advisors, LLC | 18,624 | $1.95M | 1.63% | −392−2.1% | Reduced |
| Chatham Capital Group, Inc. | 18,640 | $1.95M | 0.48% | +1,940+11.6% | Added |
| Guerra Pan Advisors, LLC | 18,423 | $1.95M | 2.85% | −100−0.5% | Reduced |
| Field & Main Bank | 18,700 | $1.96M | 1.31% | −55−0.3% | Reduced |
| Mather Group, LLC. | 18,766 | $1.96M | 0.04% | +238+1.3% | Added |
| Coastal Investment Advisors, Inc. | 18,784 | $1.96M | 0.51% | +873+4.9% | Added |
| Peachtree Investment Partners, LLC | 18,842 | $1.97M | 1.32% | −1,772−8.6% | Reduced |
| Valley Brook Capital Group | 18,895 | $1.97M | 2.16% | −16−0.1% | Reduced |
| Graybill Bartz & Assoc Ltd | 18,904 | $1.98M | 1.17% | +78+0.4% | Added |
| Miller Investment Management, LP | 18,935 | $1.98M | 0.41% | 00.0% | Unchanged |
| DeDora Capital, Inc. | 18,997 | $1.99M | 1.03% | +588+3.2% | Added |
| New Potomac Partners, LLC | 19,008 | $1.99M | 1.68% | −50−0.3% | Reduced |
| Everett Harris & Co | 19,041 | $1.99M | 0.04% | −98−0.5% | Reduced |
| Eclectic Associates Inc | 19,063 | $1.99M | 1.31% | −1,305−6.4% | Reduced |
| Harvey Investment Co LLC | 19,086 | $1.99M | 0.29% | −575−2.9% | Reduced |
| Kistler-Tiffany Companies, LLC | 19,145 | $2.00M | 0.45% | −440−2.2% | Reduced |
| Court Place Advisors, LLC | 19,186 | $2.00M | 0.81% | −350−1.8% | Reduced |
| Sage Investment Advisers LLC | 19,241 | $2.01M | 3.18% | +208+1.1% | Added |
| First Commonwealth Financial Corp | 19,253 | $2.01M | 0.84% | −1,308−6.4% | Reduced |
| Game Creek Capital, LP | 19,250 | $2.01M | 1.35% | +12,000+165.5% | Added |
| Riverview Trust Co | 19,290 | $2.02M | 1.95% | +1,376+7.7% | Added |
| Townsend & Associates, Inc | 15,356 | $2.02M | 0.93% | +2,732+21.6% | Added |
| Vivaldi Capital Management, LLC | 19,073 | $2.02M | 0.55% | −39−0.2% | Reduced |
| Cornerstone Wealth Management, LLC | 19,373 | $2.02M | 0.23% | −540−2.7% | Reduced |
| Oarsman Capital, Inc. | 19,377 | $2.02M | 1.09% | −127−0.7% | Reduced |
| Condor Capital Management | 19,458 | $2.03M | 0.26% | +610+3.2% | Added |
| Altman Advisors, Inc. | 19,454 | $2.03M | 1.28% | +714+3.8% | Added |
| Edgewood Management LLC | 19,464 | $2.03M | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 19,464 | $2.03M | 0.96% | +1,594+8.9% | Added |
| Intercontinental Wealth Advisors, LLC | 19,589 | $2.05M | 0.64% | +287+1.5% | Added |
| Oak Harbor Wealth Partners, LLC | 19,615 | $2.05M | 0.81% | +1,214+6.6% | Added |
| O'Rourke & Company, Inc | 19,637 | $2.05M | 1.79% | +1,614+9.0% | Added |
| Royal Harbor Partners, LLC | 19,662 | $2.06M | 1.40% | −682−3.4% | Reduced |
| GFG Capital, LLC | 19,679 | $2.06M | 0.68% | +751+4.0% | Added |
| Keebeck Wealth Management, LLC | 19,757 | $2.06M | 0.40% | −8,112−29.1% | Reduced |
| Wealth Alliance | 19,755 | $2.06M | 0.41% | +2,152+12.2% | Added |
| Eads & Heald Wealth Management | 19,781 | $2.07M | 1.17% | +1,005+5.4% | Added |
| George Kaiser Family Foundation | 19,784 | $2.07M | 0.36% | +2,827+16.7% | Added |
| Aries Wealth Management | 16,449 | $2.07M | 0.92% | +65+0.4% | Added |
| Capital Planning Advisors, LLC | 19,826 | $2.07M | 0.56% | −3,658−15.6% | Reduced |
| Peoples Financial Services Corp. | 19,847 | $2.07M | 1.07% | +227+1.2% | Added |
| Landmark Financial Advisors, LLC | 19,867 | $2.08M | 1.10% | +219+1.1% | Added |
| Sanders Morris Harris LLC | 19,662 | $2.08M | 0.51% | −32,997−62.7% | Reduced |
| Modera Wealth Management, LLC | 19,880 | $2.08M | 0.11% | −1,509−7.1% | Reduced |
| Audent Global Asset Management, LLC | 19,871 | $2.08M | 2.83% | +105+0.5% | Added |
| Canvas Wealth Advisors, LLC | 16,751 | $2.08M | 0.89% | −2,340−12.3% | Reduced |
| Archer Investment Corp | 19,906 | $2.08M | 0.88% | +189+1.0% | Added |
| Oak Asset Management, LLC | 19,918 | $2.08M | 1.01% | +19,918 | New |
| Violich Capital Management, Inc. | 19,940 | $2.08M | 0.39% | −6,896−25.7% | Reduced |
| Larson Financial Group LLC | 19,970 | $2.09M | 0.30% | +18,909+1,782.2% | Added |
| Weitz Investment Management, Inc.SuperinvestorWeitz Investment Management | 20,000 | $2.09M | 0.12% | 00.0% | Unchanged |
| Royal Capital Wealth Management, LLC | 20,080 | $2.10M | 2.44% | +321+1.6% | Added |
| Convergence Investment Partners, LLC | 20,107 | $2.10M | 1.37% | −46−0.2% | Reduced |
| Generali Powszechne Towarzystwo Emerytalne | 20,118 | $2.10M | 2.39% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 20,124 | $2.10M | 0.30% | +1,368+7.3% | Added |
| Quadrature Capital Ltd | 20,111 | $2.10M | 0.07% | +12,382+160.2% | Added |
| Econ Financial Services Corp | 20,135 | $2.10M | 1.73% | +20,135 | New |
| Beech Hill Advisors, Inc. | 20,154 | $2.11M | 1.21% | +292+1.5% | Added |
| Van Cleef Asset Management,Inc | 20,168 | $2.11M | 0.41% | +27+0.1% | Added |
| Sawyer & Company, Inc | 20,196 | $2.11M | 1.15% | +392+2.0% | Added |
| Providence Wealth Advisors, LLC | 16,134 | $2.11M | 1.58% | −347−2.1% | Reduced |
| Keystone Financial Group | 20,224 | $2.11M | 0.43% | +1,787+9.7% | Added |