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 |
|---|---|---|---|---|---|
| Montecito Bank & Trust | 29,896 | $3.12M | 0.81% | −4,738−13.7% | Reduced |
| MV Capital Management, Inc. | 29,954 | $3.13M | 0.54% | +4,402+17.2% | Added |
| Monetta Financial Services Inc | 30,000 | $3.13M | 3.57% | 00.0% | Unchanged |
| Allen Holding Inc | 30,000 | $3.13M | 0.49% | 00.0% | Unchanged |
| Bleichroeder LP | 30,000 | $3.13M | 0.65% | 00.0% | Unchanged |
| 683 Capital Management, LLC | 30,000 | $3.14M | 0.25% | +30,000 | New |
| Quantinno Capital Management LP | 30,184 | $3.15M | 0.41% | +9,830+48.3% | Added |
| Kore Private Wealth LLC | 30,218 | $3.16M | 0.57% | −461−1.5% | Reduced |
| Brookmont Capital Management | 30,229 | $3.16M | 2.19% | +2,331+8.4% | Added |
| Congress Park Capital LLC | 30,262 | $3.16M | 2.09% | −415−1.4% | Reduced |
| Sheets Smith Wealth Management | 30,496 | $3.19M | 0.53% | +4,037+15.3% | Added |
| Nikulski Financial, Inc. | 30,519 | $3.19M | 1.65% | +553+1.8% | Added |
| Pegasus Asset Management, Inc. | 30,537 | $3.19M | 1.80% | −396−1.3% | Reduced |
| Pendal Group Limited | 30,560 | $3.19M | 0.03% | −16,112−34.5% | Reduced |
| Nixon Peabody Trust Co | 30,571 | $3.19M | 2.71% | −17,495−36.4% | Reduced |
| Account Management LLC | 30,790 | $3.22M | 4.37% | −290−0.9% | Reduced |
| Stratos Wealth Advisors, LLC | 30,868 | $3.23M | 0.34% | −17,065−35.6% | Reduced |
| Triangle Securities Wealth Management | 30,874 | $3.23M | 1.32% | −548−1.7% | Reduced |
| Change Path, LLC | 30,940 | $3.23M | 0.19% | +1,896+6.5% | Added |
| Independent Financial Group, LLC | 30,960 | $3.24M | 0.29% | +3,699+13.6% | Added |
| Butensky & Cohen Financial Security, Inc | 31,018 | $3.24M | 1.35% | +6,363+25.8% | Added |
| GM Advisory Group, Inc. | 31,047 | $3.24M | 0.41% | −224−0.7% | Reduced |
| Addison Capital Co | 31,043 | $3.24M | 2.01% | −50.0% | Reduced |
| Blue Zone Wealth Advisors, LLC | 31,068 | $3.25M | 1.68% | −66−0.2% | Reduced |
| NatWest Group plc | 31,151 | $3.26M | 1.89% | −7,259−18.9% | Reduced |
| Brooks, Moore & Associates, Inc. | 31,179 | $3.26M | 2.64% | +211+0.7% | Added |
| Centre Asset Management, LLC | 31,212 | $3.26M | 0.90% | −122−0.4% | Reduced |
| Strategic Blueprint, LLC | 31,244 | $3.27M | 0.41% | +1,580+5.3% | Added |
| Green Square Capital Advisors LLC | 31,249 | $3.27M | 0.58% | +562+1.8% | Added |
| Ameritas Advisory Services, LLC | 31,338 | $3.27M | 0.20% | +590+1.9% | Added |
| Atlantic Trust, LLC | 31,344 | $3.27M | 1.14% | +3,737+13.5% | Added |
| Consolidated Planning Corp | 31,356 | $3.28M | 1.02% | −117−0.4% | Reduced |
| Flagship Harbor Advisors, LLC | 31,372 | $3.28M | 0.38% | +721+2.4% | Added |
| Silvant Capital Management LLC | 31,411 | $3.28M | 0.22% | −274−0.9% | Reduced |
| High Note Wealth, LLC | 26,374 | $3.29M | 1.31% | −162−0.6% | Reduced |
| Investors Asset Management of Georgia Inc | 31,450 | $3.29M | 1.69% | +592+1.9% | Added |
| Lafayette Investments, Inc. | 31,478 | $3.29M | 1.02% | −1,477−4.5% | Reduced |
| Scissortail Wealth Management, LLC | 25,918 | $3.29M | 1.71% | +3,241+14.3% | Added |
| Cohen Lawrence B | 31,639 | $3.31M | 2.55% | +438+1.4% | Added |
| Townsend Asset Management Corp | 31,663 | $3.31M | 1.86% | −1,203−3.7% | Reduced |
| Duff & Phelps Investment Management Co | 31,665 | $3.31M | 0.04% | 00.0% | Unchanged |
| Claro Advisors LLC | 29,407 | $3.31M | 1.32% | 00.0% | Unchanged |
| Virtu Financial LLC | 31,721 | $3.31M | 0.30% | +16,303+105.7% | Added |
| Lee Danner & Bass Inc | 31,739 | $3.32M | 0.35% | −149−0.5% | Reduced |
| Bank Ozk | 31,773 | $3.32M | 1.80% | +96+0.3% | Added |
| J.W. Cole Advisors, Inc. | 31,814 | $3.33M | 0.28% | +873+2.8% | Added |
| RBA Wealth Management, LLC | 31,832 | $3.33M | 1.92% | +846+2.7% | Added |
| Vaughan Nelson Investment Management, L.P. | 31,895 | $3.33M | 0.05% | 00.0% | Unchanged |
| Forte Capital LLC | 31,916 | $3.33M | 0.60% | −301−0.9% | Reduced |
| Churchill Management Corp | 31,970 | $3.34M | 0.09% | −19,285−37.6% | Reduced |
| Hamilton Point Investment Advisors, LLC | 31,973 | $3.34M | 1.02% | +1,012+3.3% | Added |
| Capital Asset Advisory Services LLC | 32,120 | $3.36M | 0.44% | +1,743+5.7% | Added |
| Romano Brothers and Company | 32,155 | $3.36M | 0.54% | +32,155 | New |
| Synergy Financial Management, LLC | 32,295 | $3.38M | 0.91% | +32,295 | New |
| Wealth Effects LLC | 32,322 | $3.38M | 2.07% | +179+0.6% | Added |
| Exencial Wealth Advisors, LLC | 32,359 | $3.38M | 0.21% | −2,140−6.2% | Reduced |
| Bill Few Associates, Inc. | 32,446 | $3.39M | 2.29% | +185+0.6% | Added |
| Family Legacy, Inc. | 32,481 | $3.39M | 1.71% | +448+1.4% | Added |
| Westover Capital Advisors, LLC | 32,536 | $3.40M | 1.30% | −86−0.3% | Reduced |
| Financial Advisory Partners, LLC | 32,536 | $3.40M | 1.48% | +317+1.0% | Added |
| MTM Investment Management, LLC | 32,549 | $3.40M | 1.93% | +535+1.7% | Added |
| apricus wealth, LLC | 32,551 | $3.40M | 3.38% | +1,715+5.6% | Added |
| Bell & Brown Wealth Advisors, LLC | 32,577 | $3.40M | 2.10% | −350−1.1% | Reduced |
| Spire Wealth Management | 32,613 | $3.41M | 0.21% | −28,566−46.7% | Reduced |
| CAPROCK Group, Inc. | 32,615 | $3.41M | 0.33% | +969+3.1% | Added |
| Marcum Wealth, LLC | 32,616 | $3.41M | 0.52% | +1,094+3.5% | Added |
| PDS Planning, Inc | 32,630 | $3.41M | 0.62% | +672+2.1% | Added |
| Cary Street Partners Asset Management LLC | 32,641 | $3.41M | 0.82% | +1,113+3.5% | Added |
| Redwood Investments, LLC | 32,704 | $3.42M | 0.46% | −1,450−4.2% | Reduced |
| Patten Group, Inc. | 32,278 | $3.42M | 1.18% | −163−0.5% | Reduced |
| Paradigm Financial Partners, LLC | 31,705 | $3.43M | 1.06% | +20.0% | Added |
| Invenomic Capital Management LP | 32,847 | $3.43M | 0.30% | +32,847 | New |
| Allen Capital Group, LLC | 32,864 | $3.43M | 0.79% | +2,269+7.4% | Added |
| Kentucky Farm Bureau Mutual Insurance Co | 33,000 | $3.45M | 1.17% | 00.0% | Unchanged |
| Laidlaw Wealth Management LLC | 33,085 | $3.46M | 0.81% | +136+0.4% | Added |
| Capital Insight Partners, LLC | 33,079 | $3.46M | 0.93% | +547+1.7% | Added |
| SeaCrest Wealth Management, LLC | 33,102 | $3.46M | 0.52% | −110.0% | Reduced |
| Monarch Capital Management Inc | 33,228 | $3.47M | 1.13% | −87−0.3% | Reduced |
| Lincoln Capital LLC | 33,233 | $3.47M | 1.08% | +90.0% | Added |
| Trust Asset Management LLC | 33,258 | $3.48M | 0.47% | +2,198+7.1% | Added |
| Annex Advisory Services, LLC | 33,270 | $3.48M | 0.23% | −705−2.1% | Reduced |
| Pinnacle Bancorp, Inc. | 33,349 | $3.48M | 1.50% | +49+0.1% | Added |
| NTV Asset Management LLC | 33,446 | $3.50M | 0.74% | +160.0% | Added |
| Headinvest, LLC | 33,471 | $3.50M | 0.84% | −631−1.9% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 33,525 | $3.50M | 1.35% | +923+2.8% | Added |
| Parcion Private Wealth LLC | 33,619 | $3.51M | 0.40% | +2,635+8.5% | Added |
| Walled Lake Planning & Wealth Management, LLC | 33,635 | $3.52M | 2.46% | +1,227+3.8% | Added |
| Ahl Investment Management, Inc. | 33,679 | $3.52M | 3.62% | +1,120+3.4% | Added |
| Sawtooth Solutions, LLC | 33,694 | $3.52M | 0.51% | +4,158+14.1% | Added |
| SOL Capital Management CO | 33,707 | $3.52M | 0.73% | +520+1.6% | Added |
| Summit Financial, LLC | 33,744 | $3.53M | 0.33% | +3,050+9.9% | Added |
| Dividend Assets Capital, LLC | 33,779 | $3.53M | 0.81% | +9,132+37.1% | Added |
| Meridian Management Co | 33,811 | $3.53M | 1.41% | +549+1.7% | Added |
| Bowling Portfolio Management LLC | 33,828 | $3.54M | 0.97% | −7,584−18.3% | Reduced |
| Brighton Jones LLC | 33,857 | $3.54M | 0.21% | +163+0.5% | Added |
| Strategic Financial Services, Inc, | 33,896 | $3.54M | 0.31% | −444−1.3% | Reduced |
| E&G Advisors, LP | 33,976 | $3.55M | 1.31% | −676−2.0% | Reduced |
| Hixon Zuercher, LLC | 34,012 | $3.55M | 2.27% | +2,818+9.0% | Added |
| TFG Advisers LLC | 34,067 | $3.56M | 1.99% | +322+1.0% | Added |
| Johnson Financial Group, Inc. | 30,160 | $3.56M | 0.33% | −11,148−27.0% | Reduced |