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 |
|---|---|---|---|---|---|
| Leith Wheeler Investment Counsel Ltd. | 20,234 | $2.11M | 0.35% | +6,790+50.5% | Added |
| Seeyond | 20,287 | $2.12M | 0.26% | +1,151+6.0% | Added |
| Certified Advisory Corp | 20,284 | $2.12M | 0.48% | +573+2.9% | Added |
| Prosperity Consulting Group, LLC | 20,307 | $2.12M | 1.74% | +474+2.4% | Added |
| Tiemann Investment Advisors, LLC | 20,324 | $2.12M | 1.38% | −5,520−21.4% | Reduced |
| Affinity Investment Advisors, LLC | 20,375 | $2.13M | 1.10% | −121−0.6% | Reduced |
| O'Dell Group, LLC | 20,374 | $2.13M | 0.77% | +276+1.4% | Added |
| Knott David M Jr | 20,385 | $2.13M | 1.00% | 00.0% | Unchanged |
| Dumont & Blake Investment Advisors LLC | 20,388 | $2.13M | 0.80% | +661+3.4% | Added |
| First United Bank Trust | 20,417 | $2.13M | 1.07% | −780−3.7% | Reduced |
| TCG Advisory Services, LLC | 20,421 | $2.13M | 0.65% | +479+2.4% | Added |
| Titleist Asset Management, Ltd. | 20,541 | $2.15M | 0.51% | −80−0.4% | Reduced |
| WMS Partners, LLC | 20,576 | $2.15M | 0.29% | +540+2.7% | Added |
| Ironwood Investment Counsel, LLC | 20,632 | $2.16M | 0.62% | +1,351+7.0% | Added |
| Mayflower Financial Advisors, LLC | 20,667 | $2.16M | 0.35% | −1,434−6.5% | Reduced |
| Q Capital Solutions | 20,666 | $2.16M | 7.58% | −892−4.1% | Reduced |
| First PREMIER Bank | 20,691 | $2.16M | 0.71% | +50+0.2% | Added |
| BBR Partners, LLC | 20,710 | $2.16M | 0.28% | −5,575−21.2% | Reduced |
| BCGM Wealth Management, LLC | 17,052 | $2.17M | 1.08% | +884+5.5% | Added |
| Seascape Capital Management | 20,771 | $2.17M | 1.49% | +569+2.8% | Added |
| Sentry Investment Management LLC | 20,783 | $2.17M | 1.03% | +670+3.3% | Added |
| Sentinel Trust Co Lba | 20,797 | $2.17M | 0.36% | −538−2.5% | Reduced |
| Cobblestone Capital Advisors LLC | 20,797 | $2.17M | 0.18% | −359−1.7% | Reduced |
| WCG Wealth Advisors LLC | 17,349 | $2.17M | 0.29% | −2,002−10.3% | Reduced |
| Avidian Wealth Solutions, LLC | 20,818 | $2.17M | 0.16% | −1,415−6.4% | Reduced |
| Northstar Asset Management LLC | 20,843 | $2.18M | 0.73% | 00.0% | Unchanged |
| Cohen Investment Advisors LLC | 20,843 | $2.18M | 2.00% | +238+1.2% | Added |
| DRW Securities, L.L.C. | 20,855 | $2.18M | 0.68% | +20,855 | New |
| Bedell Frazier Investment Counseling, LLC | 20,866 | $2.18M | 0.61% | +20,866 | New |
| Abacus Planning Group, Inc. | 20,869 | $2.18M | 0.66% | −492−2.3% | Reduced |
| Enterprise Financial Services Corp | 20,892 | $2.18M | 1.63% | +127+0.6% | Added |
| DFPG Investments, LLC | 17,873 | $2.19M | 0.93% | +546+3.2% | Added |
| Financial Architects, Inc | 20,994 | $2.19M | 0.38% | +20,994 | New |
| Guardian Wealth Advisors, LLC | 21,083 | $2.20M | 0.41% | +1,482+7.6% | Added |
| Clear Creek Financial Management, LLC | 21,092 | $2.20M | 0.49% | −5,646−21.1% | Reduced |
| Terra Nova Asset Management LLC | 21,092 | $2.20M | 2.41% | −61−0.3% | Reduced |
| Alaethes Wealth LLC | 21,115 | $2.21M | 1.62% | +645+3.2% | Added |
| MCF Advisors LLC | 21,128 | $2.21M | 0.25% | −192−0.9% | Reduced |
| Manhattan West Asset Management, LLC | 21,172 | $2.21M | 1.37% | +2,884+15.8% | Added |
| GYL Financial Synergies, LLC | 21,263 | $2.22M | 0.61% | −112−0.5% | Reduced |
| Advisors Management Group Inc | 21,278 | $2.22M | 0.88% | +398+1.9% | Added |
| Mendel Money Management | 21,303 | $2.23M | 1.39% | −4,159−16.3% | Reduced |
| Sugarloaf Wealth Management, LLC | 21,288 | $2.23M | 0.57% | +947+4.7% | Added |
| Warther Private Wealth, LLC | 21,324 | $2.23M | 1.76% | −1,116−5.0% | Reduced |
| Octavia Wealth Advisors, LLC | 21,336 | $2.23M | 0.60% | +548+2.6% | Added |
| Signature Wealth Management Partners, LLC | 21,365 | $2.23M | 2.46% | +12+0.1% | Added |
| Poehling Capital Management, LLC | 21,416 | $2.24M | 0.94% | +111+0.5% | Added |
| Gladius Capital Management LP | 21,441 | $2.24M | 0.37% | +12,435+138.1% | Added |
| Platte River Wealth Advisors, LLC | 21,494 | $2.25M | 1.00% | +1,732+8.8% | Added |
| Intellectus Partners, LLC | 21,503 | $2.25M | 0.80% | +1,215+6.0% | Added |
| Ashfield Capital Partners, LLC | 21,515 | $2.25M | 0.19% | 00.0% | Unchanged |
| Karpas Strategies, LLC | 21,537 | $2.25M | 0.85% | +80+0.4% | Added |
| Greytown Advisors Inc. | 21,554 | $2.25M | 1.36% | −274−1.3% | Reduced |
| American Investment Services, Inc. | 21,585 | $2.26M | 0.54% | +18,573+616.6% | Added |
| Roosevelt Investment Group LLC | 21,644 | $2.26M | 0.16% | −540−2.4% | Reduced |
| Alpha DNA Investment Management LLC | 21,677 | $2.27M | 1.96% | +21,677 | New |
| Carderock Capital Management Inc | 21,692 | $2.27M | 1.16% | −17,304−44.4% | Reduced |
| Atlas Private Wealth Management | 21,739 | $2.27M | 1.64% | +696+3.3% | Added |
| Sawgrass Asset Management LLC | 21,764 | $2.27M | 0.32% | −357−1.6% | Reduced |
| Pacifica Partners Inc. | 20,948 | $2.29M | 1.65% | −354−1.7% | Reduced |
| SOA Wealth Advisors, LLC. | 21,873 | $2.29M | 0.69% | +81+0.4% | Added |
| YHB Investment Advisors, Inc. | 21,916 | $2.29M | 0.25% | +195+0.9% | Added |
| RB Capital Management, LLC | 21,951 | $2.29M | 0.88% | +2,008+10.1% | Added |
| Spirit of America Management Corp | 21,992 | $2.30M | 0.55% | 00.0% | Unchanged |
| CNB Bank | 22,010 | $2.30M | 1.56% | +669+3.1% | Added |
| Phoenix Wealth Advisors | 22,028 | $2.30M | 2.30% | −66−0.3% | Reduced |
| Rowland & Co Investment Counsel | 22,086 | $2.31M | 0.62% | +789+3.7% | Added |
| C2C Wealth Management, LLC | 20,484 | $2.31M | 0.45% | −117−0.6% | Reduced |
| Intrepid Financial Planning Group LLC | 22,156 | $2.31M | 1.32% | +94+0.4% | Added |
| Outfitter Financial LLC | 22,178 | $2.32M | 2.27% | +950+4.5% | Added |
| Glen Eagle Advisors, LLC | 22,251 | $2.33M | 0.68% | −4,512−16.9% | Reduced |
| 55I, LLC | 22,283 | $2.33M | 0.07% | +9,897+79.9% | Added |
| Bremer Bank National Association | 22,361 | $2.34M | 0.52% | −3,962−15.1% | Reduced |
| Tiedemann Advisors, LLC | 22,406 | $2.34M | 0.14% | −637−2.8% | Reduced |
| Eudaimonia Partners, LLC | 22,433 | $2.34M | 0.61% | −24,271−52.0% | Reduced |
| Beaton Management Co. Inc. | 22,442 | $2.35M | 1.77% | −35−0.2% | Reduced |
| Financial Advisory Service, Inc. | 22,445 | $2.35M | 0.26% | +3,078+15.9% | Added |
| Resurgent Financial Advisors LLC | 22,466 | $2.35M | 1.62% | +1,971+9.6% | Added |
| Tandem Capital Management Corp | 19,226 | $2.35M | 1.98% | +25+0.1% | Added |
| VeraBank, N.A. | 22,499 | $2.35M | 1.48% | −156−0.7% | Reduced |
| Pentwater Capital Management LP | 22,500 | $2.35M | 0.04% | +8,000+55.2% | Added |
| Essex Savings Bank | 22,515 | $2.35M | 0.94% | +630+2.9% | Added |
| Qtron Investments LLC | 22,525 | $2.35M | 0.59% | −998−4.2% | Reduced |
| Voya Financial Advisors, Inc. | 22,171 | $2.35M | 0.30% | −10.0% | Reduced |
| Canton Hathaway, LLC | 22,524 | $2.35M | 0.86% | −100−0.4% | Reduced |
| NCM Capital Management, LLC | 22,577 | $2.36M | 1.78% | −63−0.3% | Reduced |
| Union Heritage Capital, LLC | 22,600 | $2.36M | 1.57% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 22,601 | $2.36M | 1.20% | +1,052+4.9% | Added |
| Emfo, LLC | 22,628 | $2.37M | 2.26% | +5,508+32.2% | Added |
| Liberty Capital Management, Inc. | 22,702 | $2.37M | 0.89% | −90−0.4% | Reduced |
| Indiana Trust & Investment Management CO | 22,710 | $2.37M | 1.44% | +22+0.1% | Added |
| StoneX Group Inc. | 22,734 | $2.38M | 0.33% | −56−0.2% | Reduced |
| Leisure Capital Management | 22,736 | $2.38M | 1.44% | +600+2.7% | Added |
| Guardian Investment Management | 22,759 | $2.38M | 2.44% | +4,000+21.3% | Added |
| Norway Savings Bank | 22,756 | $2.38M | 1.30% | +55+0.2% | Added |
| Wunderlich Capital Managemnt | 22,762 | $2.38M | 1.52% | +594+2.7% | Added |
| TCWP LLC | 22,830 | $2.38M | 0.51% | +3,102+15.7% | Added |
| Proquility Private Wealth Partners, LLC | 22,859 | $2.39M | 1.10% | +1,263+5.8% | Added |
| Balasa Dinverno & Foltz LLC | 22,868 | $2.39M | 0.15% | +1,291+6.0% | Added |
| Evermay Wealth Management LLC | 22,955 | $2.40M | 0.48% | +194+0.9% | Added |