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 |
|---|---|---|---|---|---|
| NVWM, LLC | 22,999 | $2.40M | 0.95% | +725+3.3% | Added |
| Adirondack Trust Co | 23,026 | $2.41M | 1.34% | +946+4.3% | Added |
| KCS Wealth Advisory | 23,094 | $2.41M | 1.11% | +4,644+25.2% | Added |
| Parallax Volatility Advisers, L.P. | 23,162 | $2.42M | 0.05% | −74,189−76.2% | Reduced |
| St. Louis Trust Co | 19,040 | $2.42M | 0.69% | 00.0% | Unchanged |
| Modus Advisors, LLC | 23,170 | $2.42M | 1.27% | +510+2.3% | Added |
| Pegasus Partners Ltd. | 23,243 | $2.43M | 0.50% | −421−1.8% | Reduced |
| Gries Financial LLC | 23,262 | $2.43M | 1.03% | +8,554+58.2% | Added |
| Hightower 6M Holding, LLC | 23,276 | $2.43M | 0.22% | +23,276 | New |
| Studio Investment Management LLC | 23,318 | $2.44M | 0.88% | +2,683+13.0% | Added |
| Sargent Investment Group, LLC | 22,534 | $2.44M | 0.76% | +34+0.2% | Added |
| Gables Capital Management Inc. | 23,396 | $2.44M | 1.96% | −100−0.4% | Reduced |
| WD Rutherford LLC | 23,470 | $2.45M | 1.97% | −350−1.5% | Reduced |
| X-Square Capital, LLC | 23,510 | $2.46M | 1.56% | +169+0.7% | Added |
| West Oak Capital, LLC | 23,507 | $2.46M | 1.33% | +762+3.4% | Added |
| Burney Co | 23,521 | $2.46M | 0.14% | −245−1.0% | Reduced |
| Mystic Asset Management, Inc. | 23,541 | $2.46M | 1.58% | +450+1.9% | Added |
| Nichols & Pratt Advisers LLP | 23,605 | $2.47M | 0.22% | +462+2.0% | Added |
| FLC Capital Advisors | 23,637 | $2.47M | 0.86% | −1,884−7.4% | Reduced |
| Armor Investment Advisors, LLC | 23,634 | $2.47M | 1.68% | +1,918+8.8% | Added |
| Balentine LLC | 23,725 | $2.48M | 0.09% | −9,820−29.3% | Reduced |
| HCR Wealth Advisors | 23,726 | $2.48M | 0.53% | −285−1.2% | Reduced |
| Continuum Advisory, LLC | 50,030 | $2.48M | 0.44% | +44+0.1% | Added |
| IMC-Chicago, LLC | 23,766 | $2.48M | 0.22% | −41,566−63.6% | Reduced |
| Summit Trail Advisors, LLC | 23,783 | $2.48M | 0.13% | −1,196−4.8% | Reduced |
| Winch Advisory Services, LLC | 23,859 | $2.49M | 1.07% | −165−0.7% | Reduced |
| Winning Points Advisors, LLC | 23,173 | $2.50M | 3.06% | −6,130−20.9% | Reduced |
| Hudson Value Partners, LLC | 23,998 | $2.51M | 1.69% | −1,337−5.3% | Reduced |
| Pavion Blue Capital, LLC | 24,072 | $2.52M | 1.81% | +1,583+7.0% | Added |
| Argus Investors' Counsel, Inc. | 24,135 | $2.52M | 2.25% | −1,090−4.3% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 24,139 | $2.52M | 1.95% | +199+0.8% | Added |
| River & Mercantile Asset Management LLP | 24,114 | $2.52M | 0.48% | +1,830+8.2% | Added |
| TrinityPoint Wealth, LLC | 24,224 | $2.53M | 0.58% | −12,104−33.3% | Reduced |
| Mechanics Financial Corp | 24,258 | $2.54M | 1.65% | −380−1.5% | Reduced |
| Chou Associates Management Inc.SuperinvestorChou Associates | 24,275 | $2.54M | 2.51% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 24,285 | $2.54M | 0.28% | +1,100+4.7% | Added |
| Curbstone Financial Management Corp | 24,318 | $2.54M | 0.63% | +316+1.3% | Added |
| Mission Wealth Management, LP | 24,375 | $2.55M | 0.14% | +384+1.6% | Added |
| Columbia Trust Co 01012016 | 24,414 | $2.55M | 1.44% | +782+3.3% | Added |
| Maven Securities LTD | 24,458 | $2.56M | 0.12% | +11,181+84.2% | Added |
| Great Lakes Advisors, LLC | 24,468 | $2.56M | 0.06% | −627−2.5% | Reduced |
| Andra AP-fonden | 24,500 | $2.56M | 0.08% | +2,600+11.9% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 24,509 | $2.56M | 1.47% | −1,263−4.9% | Reduced |
| YorkBridge Wealth Partners, LLC | 24,528 | $2.56M | 0.66% | −2,423−9.0% | Reduced |
| Elgethun Capital Management | 24,557 | $2.57M | 1.03% | +3,454+16.4% | Added |
| SWS Partners | 24,604 | $2.57M | 1.19% | +568+2.4% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 24,652 | $2.58M | 0.91% | +8,933+56.8% | Added |
| Bulltick Wealth Management, LLC | 24,697 | $2.58M | 0.78% | +523+2.2% | Added |
| McKinley Carter Wealth Services, Inc. | 24,698 | $2.58M | 0.24% | +23+0.1% | Added |
| RMR Wealth Builders | 24,722 | $2.58M | 0.63% | +379+1.6% | Added |
| Uncommon Cents Investing LLC | 24,720 | $2.58M | 1.08% | +5,125+26.2% | Added |
| Newman Dignan & Sheerar, Inc. | 24,758 | $2.59M | 0.95% | +461+1.9% | Added |
| Compton Wealth Advisory Group, LLC | 24,777 | $2.59M | 1.10% | −2,750−10.0% | Reduced |
| Blume Capital Management, Inc. | 24,777 | $2.59M | 0.98% | −25−0.1% | Reduced |
| S&CO Inc | 24,799 | $2.59M | 0.23% | 00.0% | Unchanged |
| EPG Wealth Management LLC | 24,852 | $2.60M | 1.07% | +2,518+11.3% | Added |
| Versor Investments LP | 24,857 | $2.60M | 0.15% | −2,911−10.5% | Reduced |
| Bank of Stockton | 24,857 | $2.60M | 1.01% | +28+0.1% | Added |
| Valmark Advisers, Inc. | 24,893 | $2.60M | 0.05% | −105−0.4% | Reduced |
| Papp L Roy & Associates | 24,911 | $2.60M | 0.39% | −100−0.4% | Reduced |
| Investment Research & Advisory Group, Inc. | 24,909 | $2.60M | 1.97% | +1,366+5.8% | Added |
| Buckingham Strategic Partners | 24,958 | $2.61M | 0.15% | +6,547+35.6% | Added |
| Blue Fin Capital, Inc. | 24,968 | $2.61M | 0.99% | +1,298+5.5% | Added |
| O'Brien Greene & Co. Inc | 24,981 | $2.61M | 0.35% | +17,110+217.4% | Added |
| Liontrust Investment Partners LLP | 25,000 | $2.61M | 0.04% | 00.0% | Unchanged |
| Eos Management, L.P. | 25,000 | $2.61M | 2.75% | −1,000−3.8% | Reduced |
| GSB Wealth Management, LLC | 25,060 | $2.62M | 0.95% | −272−1.1% | Reduced |
| Clarity Wealth Advisors, LLC | 25,070 | $2.62M | 1.58% | +2,403+10.6% | Added |
| CFM Wealth Partners LLC | 25,077 | $2.62M | 0.84% | +3,060+13.9% | Added |
| Gradient Capital Advisors, LLC | 25,095 | $2.62M | 1.25% | +1,676+7.2% | Added |
| Aspiriant, LLC | 25,116 | $2.63M | 0.13% | +980+4.1% | Added |
| Triasima Portfolio Management inc. | 25,150 | $2.63M | 0.21% | 00.0% | Unchanged |
| Grove Bank & Trust | 25,156 | $2.63M | 0.65% | −46−0.2% | Reduced |
| RDA Financial Network | 25,320 | $2.65M | 1.44% | +373+1.5% | Added |
| ACG Wealth | 25,355 | $2.65M | 0.61% | −249−1.0% | Reduced |
| Hudson Capital Management LLC | 25,362 | $2.65M | 1.32% | +2,814+12.5% | Added |
| Altfest L J & Co Inc | 25,382 | $2.65M | 0.50% | +26+0.1% | Added |
| Alta Capital Management LLC | 25,391 | $2.65M | 0.21% | +7,406+41.2% | Added |
| Csenge Advisory Group | 25,404 | $2.65M | 0.22% | +352+1.4% | Added |
| Mathes Company, Inc. | 25,433 | $2.66M | 1.48% | −100−0.4% | Reduced |
| WC Walker & Associates, Inc. | 21,466 | $2.66M | 1.51% | −498−2.3% | Reduced |
| Sutton Wealth Advisors Inc. | 25,494 | $2.66M | 1.08% | +533+2.1% | Added |
| Transamerica Financial Advisors, Inc. | 25,523 | $2.67M | 0.39% | +6,718+35.7% | Added |
| Little House Capital LLC | 25,560 | $2.67M | 1.42% | +3,618+16.5% | Added |
| Enterprise Bank & Trust Co | 25,567 | $2.67M | 1.39% | +138+0.5% | Added |
| J. W. Coons Advisors, LLC | 25,566 | $2.67M | 1.01% | +1,307+5.4% | Added |
| Greenfield Savings Bank | 25,584 | $2.67M | 1.93% | −324−1.3% | Reduced |
| Platform Technology Partners | 25,641 | $2.68M | 1.53% | +731+2.9% | Added |
| Proequities, Inc. | 25,671 | $2.68M | 0.26% | +553+2.2% | Added |
| Roanoke Asset Management Corp | 25,904 | $2.71M | 1.29% | −431−1.6% | Reduced |
| JT Stratford LLC | 25,924 | $2.71M | 0.96% | −1,464−5.3% | Reduced |
| Stonnington Group, LLC | 23,269 | $2.71M | 0.76% | +12,355+113.2% | Added |
| Accurate Wealth Management, LLC | 17,507 | $2.71M | 1.13% | +5,493+45.7% | Added |
| Scott & Selber, Inc. | 26,000 | $2.72M | 1.31% | +45+0.2% | Added |
| Winton Group Ltd | 26,036 | $2.72M | 0.18% | +7,292+38.9% | Added |
| Am Investment Strategies LLC | 26,074 | $2.73M | 1.00% | −68−0.3% | Reduced |
| Connolly Sarah T. | 26,080 | $2.73M | 2.00% | +2,083+8.7% | Added |
| Lorne Steinberg Wealth Management Inc. | 26,075 | $2.73M | 1.32% | +21,686+494.1% | Added |
| Mount Vernon Associates Inc | 26,102 | $2.73M | 3.55% | +40+0.2% | Added |
| EverSource Wealth Advisors, LLC | 26,105 | $2.73M | 0.62% | +8,632+49.4% | Added |