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; 5,156 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
- 3,396
- +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
- 1,679 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 | 5,156 | $643.7B |
| Q1 2026 | 5,102 | $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 | 4,679 | $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 | 3,711 | $297.0B |
| Q2 2023 | 3,672 | $297.6B |
| Q1 2023 | 3,612 | $266.3B |
| Q4 2022 | 3,629 | $278.3B |
| Q3 2022 | 3,396 | $212.9B |
| Q2 2022 | 3,428 | $229.3B |
| Q1 2022 | 3,519 | $278.9B |
| Q4 2021 | 3,594 | $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 |
|---|---|---|---|---|---|
| PrairieView Partners, LLC | 1,000 | $104.0K | 0.02% | −400−28.6% | Reduced |
| FAI Wealth Management | 1,000 | $104.0K | 0.10% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 1,003 | $104.7K | 0.10% | +1,003 | New |
| Newton One Investments LLC | 1,019 | $106.0K | 0.08% | 00.0% | Unchanged |
| Operose Advisors LLC | 1,029 | $108.0K | 0.07% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 1,068 | $112.0K | 0.05% | +10+0.9% | Added |
| Tevis Investment Management | 1,082 | $113.0K | 0.11% | +155+16.7% | Added |
| Kelly Financial Services LLC | 1,085 | $113.4K | 0.07% | +6+0.6% | Added |
| Coastal Capital Group, Inc. | 1,088 | $114.0K | 0.03% | +43+4.1% | Added |
| IAG Wealth Partners, LLC | 1,092 | $114.0K | 0.04% | +205+23.1% | Added |
| EdgeRock Capital LLC | 1,105 | $115.0K | 0.07% | +1,105 | New |
| Timber Creek Capital Management LLC | 1,150 | $120.0K | 0.05% | 00.0% | Unchanged |
| O'Brien Wealth Partners LLC | 1,179 | $123.0K | 0.05% | −29−2.4% | Reduced |
| TD Capital Management LLC | 1,173 | $123.0K | 0.02% | +1,173 | New |
| WestEnd Advisors, LLC | 1,205 | $126.0K | 0.00% | −311,571−99.6% | Reduced |
| Worth Asset Management, LLC | 1,210 | $126.0K | 0.09% | −40−3.2% | Reduced |
| Coston, McIsaac & Partners | 1,211 | $126.0K | 0.06% | +4+0.3% | Added |
| Marquette Asset Management, LLC | 1,223 | $128.0K | 0.04% | −335−21.5% | Reduced |
| Western Pacific Wealth Management, LP | 1,236 | $129.0K | 0.13% | +744+151.2% | Added |
| Beacon Capital Management, LLC | 1,177 | $131.0K | 0.04% | −35−2.9% | Reduced |
| Hillsdale Investment Management Inc. | 1,260 | $132.0K | 0.01% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 1,307 | $137.0K | 0.10% | −9,678−88.1% | Reduced |
| WFA Asset Management Corp | 1,349 | $140.9K | 0.10% | +12+0.9% | Added |
| Cowen Prime Advisors LLC | 1,395 | $146.0K | 0.08% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 1,405 | $147.0K | 0.07% | −115−7.6% | Reduced |
| Versant Capital Management, Inc | 1,411 | $147.0K | 0.06% | +88+6.7% | Added |
| KB Financial Partners, LLC | 1,413 | $148.0K | 0.05% | +246+21.1% | Added |
| Life Planning Partners, Inc | 1,428 | $149.2K | 0.17% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 1,430 | $149.4K | 0.06% | −59−4.0% | Reduced |
| DB Wealth Management Group, LLC | 1,435 | $150.0K | 0.11% | +1+0.1% | Added |
| Ellevest, Inc. | 1,483 | $155.0K | 0.01% | −239−13.9% | Reduced |
| Hoese & Co LLP | 1,483 | $155.0K | 0.18% | 00.0% | Unchanged |
| PFS Partners, LLC | 1,498 | $156.6K | 0.17% | +501+50.3% | Added |
| Antonetti Capital Management LLC | 1,500 | $157.0K | 0.18% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 1,504 | $157.0K | 0.04% | 00.0% | Unchanged |
| Teramo Advisors, LLC | 1,500 | $157.0K | 0.12% | 00.0% | Unchanged |
| Syverson Strege & Co | 1,520 | $159.0K | 0.08% | +1+0.1% | Added |
| Beaird Harris Wealth Management, LLC | 1,552 | $162.0K | 0.04% | −45−2.8% | Reduced |
| Toth Financial Advisory Corp | 1,614 | $169.0K | 0.03% | +207+14.7% | Added |
| Morling Financial Advisors, LLC | 1,648 | $172.0K | 0.23% | 00.0% | Unchanged |
| Standard Family Office LLC | 1,671 | $175.0K | 0.08% | 00.0% | Unchanged |
| Clean Yield Group | 1,717 | $179.0K | 0.08% | 00.0% | Unchanged |
| Lipe & Dalton | 1,730 | $181.0K | 0.11% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 1,740 | $182.0K | 0.11% | −1,169−40.2% | Reduced |
| Tucker Asset Management LLC | 1,485 | $186.9K | 0.06% | +361+32.1% | Added |
| Ellis Investment Partners, LLC | 1,793 | $187.0K | 0.05% | +13+0.7% | Added |
| Roth Financial Partners LLC | 1,848 | $193.0K | 0.15% | 00.0% | Unchanged |
| Monolith Advisors | 1,874 | $195.0K | 0.22% | 00.0% | Unchanged |
| Blueprint Investment Partners LLC | 1,862 | $195.0K | 0.05% | +1,862 | New |
| Annapolis Financial Services, LLC | 1,872 | $196.0K | 0.07% | +213+12.8% | Added |
| Cribstone Capital Management, LLC | 1,883 | $197.0K | 0.12% | −77−3.9% | Reduced |
| Vishria Bird Financial Group, LLC | 1,927 | $201.0K | 0.14% | 00.0% | Unchanged |
| Abacus Wealth Partners, LLC | 1,933 | $202.0K | 0.11% | +149+8.4% | Added |
| Adams Wealth Management | 1,931 | $202.0K | 0.08% | −38−1.9% | Reduced |
| Hilltop Wealth Advisors, LLC | 1,936 | $202.0K | 0.21% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 1,931 | $202.0K | 0.20% | +1,931 | New |
| Clarus Wealth Advisors | 1,938 | $203.0K | 0.14% | +1,938 | New |
| Clientfirst Wealth Management, LLC | 1,504 | $203.0K | 0.25% | +1,504 | New |
| Zimmermann Investment Management & Planning LLC | 1,949 | $204.0K | 0.13% | −4,933−71.7% | Reduced |
| Smith Anglin Financial, LLC | 1,956 | $204.0K | 0.04% | +165+9.2% | Added |
| Perkins Coie Trust Co | 1,968 | $206.0K | 0.08% | −91−4.4% | Reduced |
| Vance Wealth, Inc. | 1,969 | $206.0K | 0.16% | +1,969 | New |
| Basepoint Wealth LLC | 1,973 | $206.1K | 0.22% | +111+6.0% | Added |
| Verity Asset Management, Inc. | 1,977 | $206.6K | 0.21% | +1,977 | New |
| Inspire Advisors, LLC | 1,984 | $207.0K | 0.06% | −268−11.9% | Reduced |
| Echo45 Advisors LLC | 1,991 | $208.0K | 0.21% | −621−23.8% | Reduced |
| Chickasaw Capital Management LLC | 2,000 | $209.0K | 0.01% | 00.0% | Unchanged |
| EJF Capital LLC | 2,000 | $209.0K | 0.04% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 2,000 | $209.0K | 0.15% | 00.0% | Unchanged |
| Knuff & Co LLC | 2,002 | $209.0K | 0.10% | 00.0% | Unchanged |
| Tanager Wealth Management LLP | 2,000 | $209.0K | 0.17% | 00.0% | Unchanged |
| Shay Capital LLC | 2,000 | $209.0K | 0.10% | +2,000 | New |
| Mezzasalma Advisors, LLC | 2,020 | $211.0K | 0.17% | 00.0% | Unchanged |
| Wilson & Boucher Capital Management, LLC | 2,029 | $212.0K | 0.25% | −1,047−34.0% | Reduced |
| Exeter Financial, LLC | 2,028 | $212.0K | 0.12% | 00.0% | Unchanged |
| Von Berge Wealth Management Group, LLC | 2,020 | $212.0K | 0.23% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 2,041 | $213.0K | 0.28% | −940−31.5% | Reduced |
| Benchmark Financial Wealth Advisors, LLC | 2,040 | $213.0K | 0.13% | −54−2.6% | Reduced |
| Cassia Capital Partners, LLC | 2,041 | $213.0K | 0.20% | +51+2.6% | Added |
| Arcadia Investment Management Corp | 2,050 | $214.0K | 0.05% | +15+0.7% | Added |
| Smith & Howard Wealth Management, LLC | 2,044 | $214.0K | 0.09% | +2,044 | New |
| Safeguard Investment Advisory Group, LLC | 2,049 | $214.0K | 0.15% | +2,049 | New |
| Wallace Capital Management Inc. | 2,062 | $215.0K | 0.04% | 00.0% | Unchanged |
| Rice Hall James & Associates, LLC | 2,058 | $215.0K | 0.01% | 00.0% | Unchanged |
| Norwood Financial Corp | 2,058 | $215.0K | 0.38% | +208+11.2% | Added |
| Conestoga Capital Advisors, LLC | 2,066 | $216.0K | 0.00% | 00.0% | Unchanged |
| Market Street Wealth Management Advisors LLC | 2,068 | $216.0K | 0.07% | 00.0% | Unchanged |
| Seelaus Asset Management LLC | 2,063 | $216.0K | 0.17% | 00.0% | Unchanged |
| G2 Capital Management, LLC | 2,090 | $218.0K | 0.10% | 00.0% | Unchanged |
| Triton Wealth Management, PLLC | 1,939 | $218.0K | 0.13% | 00.0% | Unchanged |
| Fca Corp | 2,100 | $219.0K | 0.09% | 00.0% | Unchanged |
| America First Investment Advisors, LLC | 2,100 | $219.0K | 0.08% | 00.0% | Unchanged |
| Compton Financial Group, LLC | 2,098 | $219.0K | 0.10% | 00.0% | Unchanged |
| Legacy Financial Strategies, LLC | 2,125 | $222.0K | 0.10% | −229−9.7% | Reduced |
| TNF LLC | 2,118 | $222.0K | 0.11% | −116−5.2% | Reduced |
| Sym Financial Corp | 2,128 | $222.0K | 0.11% | −5−0.2% | Reduced |
| Goepper Burkhardt LLC | 2,120 | $222.0K | 0.17% | 00.0% | Unchanged |
| Charles Schwab Investment Advisory, Inc. | 2,129 | $222.0K | 0.00% | +193+10.0% | Added |
| NovaPoint Capital, LLC | 2,146 | $224.0K | 0.10% | 00.0% | Unchanged |
| Rise Advisors, LLC | 2,142 | $224.0K | 0.19% | +11+0.5% | Added |