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 |
|---|---|---|---|---|---|
| Harbor Advisors LLC | 26,148 | $2.73M | 0.74% | 00.0% | Unchanged |
| V Wealth Advisors LLC | 26,210 | $2.74M | 0.55% | −5,218−16.6% | Reduced |
| Hudock, Inc. | 26,293 | $2.75M | 0.93% | −698−2.6% | Reduced |
| Moloney Securities Asset Management, LLC | 26,329 | $2.75M | 0.67% | +476+1.8% | Added |
| Arlington Financial Advisors, LLC | 26,342 | $2.75M | 1.40% | −729−2.7% | Reduced |
| Kovack Advisors, Inc. | 26,366 | $2.75M | 0.40% | +6,910+35.5% | Added |
| SPC Financial, Inc. | 26,415 | $2.76M | 0.34% | +505+1.9% | Added |
| Nwam LLC | 26,468 | $2.77M | 0.26% | +1,137+4.5% | Added |
| ICA Group Wealth Management, LLC | 26,525 | $2.77M | 0.59% | −36−0.1% | Reduced |
| Hall Capital Management Co Inc | 26,522 | $2.77M | 1.84% | −561−2.1% | Reduced |
| Evoke Wealth, LLC | 26,535 | $2.77M | 0.11% | +1,046+4.1% | Added |
| Marks Group Wealth Management, Inc | 26,583 | $2.78M | 0.42% | +4,996+23.1% | Added |
| Hodges Capital Management Inc. | 26,601 | $2.78M | 0.46% | −7,009−20.9% | Reduced |
| Shoker Investment Counsel, Inc. | 26,613 | $2.78M | 1.46% | +1,162+4.6% | Added |
| Northcape Wealth Management, LLC | 26,634 | $2.78M | 0.99% | +4,531+20.5% | Added |
| Nicolet Bankshares Inc | 26,723 | $2.79M | 0.80% | −207−0.8% | Reduced |
| Stableford Capital II LLC | 22,928 | $2.80M | 1.36% | −99−0.4% | Reduced |
| Sunbelt Securities, Inc. | 26,831 | $2.80M | 0.59% | +325+1.2% | Added |
| DCM Advisors, LLC | 26,845 | $2.81M | 1.41% | −1,157−4.1% | Reduced |
| BFSG, LLC | 26,980 | $2.82M | 0.60% | −18−0.1% | Reduced |
| Coastal Bridge Advisors, LLC | 26,990 | $2.82M | 0.76% | +10.0% | Added |
| Charles Schwab Trust Co | 27,065 | $2.83M | 0.48% | −124−0.5% | Reduced |
| Trustmark National Bank Trust Department | 27,064 | $2.83M | 0.27% | −62−0.2% | Reduced |
| Baker Tilly Wealth Management, LLC | 27,079 | $2.83M | 0.39% | −3,602−11.7% | Reduced |
| BNC Wealth Management, LLC | 27,170 | $2.84M | 1.72% | −1,957−6.7% | Reduced |
| Resonant Capital Advisors, LLC | 27,163 | $2.84M | 0.43% | −717−2.6% | Reduced |
| Altrius Capital Management Inc | 27,220 | $2.84M | 1.08% | −4,547−14.3% | Reduced |
| Sterling Investment Advisors, Ltd. | 27,297 | $2.85M | 1.07% | −949−3.4% | Reduced |
| First Business Financial Services, Inc. | 27,330 | $2.86M | 0.41% | +1,495+5.8% | Added |
| Virginia Wealth Management Group, Inc. | 27,352 | $2.86M | 2.13% | +5,738+26.5% | Added |
| Fairhaven Wealth Management, LLC | 27,368 | $2.86M | 1.28% | +540+2.0% | Added |
| Hayek Kallen Investment Management | 27,427 | $2.87M | 1.35% | +177+0.6% | Added |
| 9258 Wealth Management, LLC | 27,466 | $2.87M | 0.73% | −1,513−5.2% | Reduced |
| Permanens Capital L.P. | 27,500 | $2.87M | 0.65% | −9,591−25.9% | Reduced |
| Good Life Advisors, LLC | 27,532 | $2.88M | 0.42% | −6,372−18.8% | Reduced |
| SkyOak Wealth, LLC | 27,567 | $2.88M | 1.03% | +545+2.0% | Added |
| Act Two Investors LLC | 27,626 | $2.89M | 2.92% | 00.0% | Unchanged |
| Banco de Sabadell, S.A | 27,639 | $2.89M | 2.39% | +255+0.9% | Added |
| Malaga Cove Capital, LLC | 27,658 | $2.89M | 1.65% | +1,256+4.8% | Added |
| Marino, Stram & Associates LLC | 27,763 | $2.90M | 1.05% | +831+3.1% | Added |
| Robertson Stephens Wealth Management, LLC | 27,762 | $2.90M | 0.33% | +1,010+3.8% | Added |
| Calamos Wealth Management LLC | 27,849 | $2.91M | 0.25% | −112−0.4% | Reduced |
| Trustco Bank Corp N Y | 27,866 | $2.91M | 3.55% | −493−1.7% | Reduced |
| Enhancing Capital LLC | 27,477 | $2.91M | 3.60% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 27,913 | $2.92M | 1.44% | −206−0.7% | Reduced |
| Delta Capital Management LLC | 27,980 | $2.92M | 2.38% | 00.0% | Unchanged |
| Athena Investment Management | 28,003 | $2.93M | 2.46% | −266−0.9% | Reduced |
| StrategIQ Financial Group, LLC | 28,013 | $2.93M | 0.37% | +204+0.7% | Added |
| United Bank | 28,033 | $2.93M | 1.95% | −1,517−5.1% | Reduced |
| Symmetry Partners, LLC | 28,040 | $2.93M | 0.20% | −3,484−11.1% | Reduced |
| Smithfield Trust Co | 28,116 | $2.93M | 0.21% | −4,399−13.5% | Reduced |
| Doliver Advisors, LP | 28,078 | $2.93M | 1.08% | −1,649−5.5% | Reduced |
| NorthRock Partners, LLC | 28,078 | $2.93M | 0.34% | +1,831+7.0% | Added |
| Anchor Investment Management, LLC | 28,096 | $2.94M | 0.46% | +1,071+4.0% | Added |
| Money Concepts Capital Corp | 28,103 | $2.94M | 0.17% | +16,136+134.8% | Added |
| Signet Investment Advisory Group, Inc. | 28,119 | $2.94M | 2.28% | +716+2.6% | Added |
| WealthShield Partners, LLC | 28,129 | $2.94M | 0.58% | +3,132+12.5% | Added |
| Koshinski Asset Management, Inc. | 28,138 | $2.94M | 0.35% | +2,180+8.4% | Added |
| Salem Capital Management Inc | 28,153 | $2.94M | 2.33% | +100+0.4% | Added |
| Fund Management at Engine No. 1 LLC | 28,196 | $2.95M | 0.87% | −1,460−4.9% | Reduced |
| Wisconsin Capital Management LLC | 28,195 | $2.95M | 2.30% | −954−3.3% | Reduced |
| Hilltop Holdings Inc. | 28,198 | $2.95M | 0.40% | +3,070+12.2% | Added |
| Mountain Pacific Investment Advisers Inc | 28,428 | $2.97M | 0.23% | −620−2.1% | Reduced |
| Secure Asset Management, LLC | 28,438 | $2.97M | 1.66% | +361+1.3% | Added |
| Montchanin Asset Management, LLC | 28,446 | $2.97M | 4.21% | +275+1.0% | Added |
| Giverny Capital Inc.SuperinvestorGiverny Capital | 28,519 | $2.98M | 0.20% | −255,638−90.0% | Reduced |
| Prana Capital Management, LP | 28,523 | $2.98M | 0.20% | +28,523 | New |
| Goodwin Daniel L | 28,550 | $2.98M | 1.72% | +500+1.8% | Added |
| Rosenblum Silverman Sutton S F Inc | 28,636 | $2.99M | 1.08% | −1,317−4.4% | Reduced |
| Piscataqua Savings Bank | 28,646 | $2.99M | 2.86% | +524+1.9% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 25,834 | $2.99M | 1.97% | +2,397+10.2% | Added |
| AAFMAA Wealth Management & Trust LLC | 28,808 | $3.01M | 2.22% | +234+0.8% | Added |
| Americana Partners, LLC | 28,932 | $3.01M | 0.54% | −908−3.0% | Reduced |
| Zions Bancorporation, N.A. | 28,836 | $3.01M | 0.32% | +19,552+210.6% | Added |
| Tradewinds, LLC. | 28,851 | $3.02M | 2.19% | +2,269+8.5% | Added |
| Peddock Capital Advisors, LLC | 28,872 | $3.02M | 1.24% | +190+0.7% | Added |
| SeaBridge Investment Advisors LLC | 28,968 | $3.03M | 1.06% | −398−1.4% | Reduced |
| Shelter Mutual Insurance Co | 29,000 | $3.03M | 0.98% | 00.0% | Unchanged |
| Laffer Tengler Investments | 29,024 | $3.03M | 1.11% | +1,863+6.9% | Added |
| Wealthsource Partners, LLC | 29,090 | $3.04M | 0.23% | −2,077−6.7% | Reduced |
| Old Port Advisors | 27,582 | $3.04M | 1.21% | +256+0.9% | Added |
| McBroom & Associates, LLC | 29,147 | $3.05M | 3.44% | −1,025−3.4% | Reduced |
| Dean Investment Associates, LLC | 29,225 | $3.05M | 0.62% | +23,317+394.7% | Added |
| Regal Investment Advisors LLC | 29,244 | $3.06M | 0.33% | −266−0.9% | Reduced |
| West Branch Capital LLC | 29,294 | $3.06M | 1.90% | −17−0.1% | Reduced |
| Valley National Advisers Inc | 25,754 | $3.06M | 0.64% | +3,079+13.6% | Added |
| Hengehold Capital Management LLC | 29,335 | $3.07M | 0.47% | +746+2.6% | Added |
| Brandywine Oak Private Wealth LLC | 29,414 | $3.07M | 0.42% | −469−1.6% | Reduced |
| Citizens & Northern Corp | 29,632 | $3.10M | 1.45% | +67+0.2% | Added |
| Atlas Brown,Inc. | 29,680 | $3.10M | 1.58% | +1,071+3.7% | Added |
| Lindbrook Capital, LLC | 29,688 | $3.10M | 0.52% | +1,441+5.1% | Added |
| Supplemental Annuity Collective Trust of NJ | 29,700 | $3.10M | 1.36% | 00.0% | Unchanged |
| Amarillo National Bank | 29,718 | $3.11M | 0.72% | +145+0.5% | Added |
| Herold Advisors, Inc. | 29,732 | $3.11M | 1.51% | +679+2.3% | Added |
| Zevenbergen Capital Investments LLC | 29,778 | $3.11M | 0.09% | +1,020+3.5% | Added |
| K.J. Harrison & Partners Inc | 26,805 | $3.12M | 1.10% | −5,200−16.2% | Reduced |
| Lauterbach Financial Advisors, LLC | 29,859 | $3.12M | 3.18% | −1,007−3.3% | Reduced |
| IFG Advisory, LLC | 29,860 | $3.12M | 0.28% | +9,280+45.1% | Added |
| Weil Company, Inc. | 29,863 | $3.12M | 1.92% | +1,202+4.2% | Added |
| Long Run Wealth Advisors, LLC | 29,864 | $3.12M | 1.24% | +7,431+33.1% | Added |