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 |
|---|---|---|---|---|---|
| Wealthspire Advisors, LLC | 34,141 | $3.57M | 0.07% | +213+0.6% | Added |
| Close Asset Management Ltd | 34,242 | $3.58M | 0.20% | −1,599−4.5% | Reduced |
| BOK Financial Private Wealth, Inc. | 34,317 | $3.59M | 0.32% | −150.0% | Reduced |
| Abbot Financial Management, Inc. | 34,351 | $3.59M | 2.56% | −7,332−17.6% | Reduced |
| Brightworth | 34,451 | $3.60M | 0.39% | +3,085+9.8% | Added |
| HNP Capital LLC | 34,468 | $3.60M | 1.04% | −992−2.8% | Reduced |
| Jaffetilchin Investment Partners, LLC | 34,494 | $3.60M | 0.46% | +1,872+5.7% | Added |
| Argent Advisors, Inc. | 34,450 | $3.60M | 2.10% | +3,144+10.0% | Added |
| Grandfield & Dodd, LLC | 34,576 | $3.61M | 0.29% | −200−0.6% | Reduced |
| Creegan & Nassoura Financial Group, LLC | 34,639 | $3.62M | 3.14% | +1,095+3.3% | Added |
| Essex LLC | 34,646 | $3.62M | 1.19% | +151+0.4% | Added |
| Comerica Securities,inc. | 34,658 | $3.62M | 0.30% | +112+0.3% | Added |
| Family Management Corp | 34,717 | $3.63M | 0.97% | −355−1.0% | Reduced |
| Ronald Blue Trust, Inc. | 32,236 | $3.63M | 0.06% | +3,466+12.0% | Added |
| Equitable Trust Co | 34,811 | $3.64M | 0.30% | +1,200+3.6% | Added |
| Eagle Asset Management Inc | 34,863 | $3.64M | 0.02% | −1,741−4.8% | Reduced |
| First Personal Financial Services | 34,875 | $3.64M | 1.06% | +803+2.4% | Added |
| IMA Wealth, Inc. | 34,889 | $3.65M | 0.98% | −2,207−5.9% | Reduced |
| Buckhead Capital Management LLC | 34,994 | $3.66M | 0.95% | −419−1.2% | Reduced |
| Washington Trust Advisors, Inc. | 35,064 | $3.66M | 0.34% | +524+1.5% | Added |
| Nomura Holdings Inc | 33,768 | $3.67M | 0.04% | +21,182+168.3% | Added |
| Aureus Asset Management, LLC | 35,164 | $3.67M | 0.32% | +6,746+23.7% | Added |
| Campbell Newman Asset Management Inc | 35,439 | $3.70M | 0.42% | −114,639−76.4% | Reduced |
| Brick & Kyle, Associates | 35,344 | $3.71M | 2.25% | +313+0.9% | Added |
| Augustine Asset Management Inc | 35,548 | $3.71M | 2.44% | +563+1.6% | Added |
| AdvisorNet Financial, Inc | 35,573 | $3.72M | 0.37% | +760+2.2% | Added |
| Connable Office Inc | 35,604 | $3.72M | 0.60% | −818−2.2% | Reduced |
| DuPont Capital Management Corp | 35,707 | $3.73M | 0.22% | −35,054−49.5% | Reduced |
| Wasatch Advisors Inc | 35,709 | $3.73M | 0.03% | +1,000+2.9% | Added |
| Cottage Street Advisors LLC | 35,721 | $3.73M | 3.06% | +29+0.1% | Added |
| Focus Financial Network, Inc. | 35,747 | $3.74M | 0.32% | −475−1.3% | Reduced |
| DF Dent & Co Inc | 35,777 | $3.74M | 0.06% | +1,946+5.8% | Added |
| Bank of New Hampshire | 35,833 | $3.75M | 1.17% | −768−2.1% | Reduced |
| Baugh & Associates, LLC | 35,862 | $3.75M | 2.65% | −47−0.1% | Reduced |
| Duncker Streett & Co Inc | 35,927 | $3.75M | 0.97% | −314−0.9% | Reduced |
| ARGI Investment Services, LLC | 35,936 | $3.75M | 0.13% | +1,126+3.2% | Added |
| Vectors Research Management, LLC | 35,946 | $3.76M | 1.06% | −1,121−3.0% | Reduced |
| Capital Investment Advisory Services, LLC | 35,969 | $3.76M | 0.49% | +2,341+7.0% | Added |
| Security National Bank | 35,982 | $3.76M | 1.05% | +4,181+13.1% | Added |
| BerganKDV Wealth Management, LLC | 35,995 | $3.76M | 0.45% | +2,079+6.1% | Added |
| Desjardins Global Asset Management Inc. | 36,066 | $3.77M | 0.48% | −7,323−16.9% | Reduced |
| Exchange Capital Management, Inc. | 36,117 | $3.77M | 0.88% | −613−1.7% | Reduced |
| Cigna Investments Inc | 36,123 | $3.77M | 0.84% | −1,824−4.8% | Reduced |
| Varma Mutual Pension Insurance Co | 36,125 | $3.77M | 0.06% | 00.0% | Unchanged |
| Coerente Capital Management | 36,224 | $3.79M | 0.91% | −225−0.6% | Reduced |
| Legacy Financial Advisors, Inc. | 36,296 | $3.79M | 0.91% | +935+2.6% | Added |
| Chemung Canal Trust Co | 36,316 | $3.79M | 0.95% | −31−0.1% | Reduced |
| CTC LLC | 36,316 | $3.79M | 0.45% | +36,316 | New |
| Bessemer Securities LLC | 36,329 | $3.80M | 1.37% | −502−1.4% | Reduced |
| Arete Wealth Advisors, LLC | 36,396 | $3.80M | 0.37% | +6,892+23.4% | Added |
| MidWestOne Financial Group, Inc. | 36,440 | $3.81M | 0.97% | −32−0.1% | Reduced |
| Stone Point Wealth LLC | 36,456 | $3.81M | 2.34% | +2,450+7.2% | Added |
| Bogart Wealth, LLC | 36,539 | $3.82M | 0.32% | +7,107+24.1% | Added |
| Chemistry Wealth Management LLC | 36,673 | $3.83M | 1.51% | −269−0.7% | Reduced |
| NEIRG Wealth Management, LLC | 36,740 | $3.84M | 0.77% | −1,177−3.1% | Reduced |
| Systematic Alpha Investments, LLC | 36,804 | $3.85M | 0.23% | 00.0% | Unchanged |
| Kavar Capital Partners Group, LLC | 36,823 | $3.85M | 0.98% | +1,945+5.6% | Added |
| Icon Advisers Inc | 36,887 | $3.85M | 1.05% | −18,053−32.9% | Reduced |
| Country Club Bank | 36,458 | $3.87M | 0.37% | +2,518+7.4% | Added |
| LSV Asset Management | 37,300 | $3.90M | 0.01% | 00.0% | Unchanged |
| Caas Capital Management LP | 37,300 | $3.90M | 0.51% | +23,721+174.7% | Added |
| TRUE Private Wealth Advisors | 37,320 | $3.90M | 0.59% | +3,857+11.5% | Added |
| Baader Bank INC | 37,325 | $3.90M | 0.34% | +3,200+9.4% | Added |
| Fairfield, Bush & Co. | 37,340 | $3.90M | 2.76% | −2,620−6.6% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 37,475 | $3.92M | 0.32% | +430+1.2% | Added |
| MSD Partners, L.P. | 37,500 | $3.92M | 0.45% | 00.0% | Unchanged |
| Boston Research & Management Inc | 37,518 | $3.92M | 1.34% | +3,295+9.6% | Added |
| Checchi Capital Advisers, LLC | 37,538 | $3.92M | 0.43% | −1,274−3.3% | Reduced |
| Founders Capital Management | 37,754 | $3.94M | 3.22% | +953+2.6% | Added |
| Roberts Wealth Advisors, LLC | 36,481 | $3.94M | 1.94% | +12,802+54.1% | Added |
| Horan Capital Advisors, LLC. | 37,762 | $3.95M | 1.91% | +651+1.8% | Added |
| Excalibur Management Corp | 37,812 | $3.95M | 2.21% | +851+2.3% | Added |
| Strategic Wealth Partners, Ltd. | 37,810 | $3.95M | 0.84% | +1,064+2.9% | Added |
| Source Financial Advisors LLC | 37,834 | $3.95M | 1.57% | −139−0.4% | Reduced |
| Quadrant Capital Group LLC | 37,844 | $3.96M | 0.52% | +3,461+10.1% | Added |
| Huber Capital Management LLC | 37,883 | $3.96M | 1.11% | −796−2.1% | Reduced |
| R.m.sincerbeaux Capital Management LLC | 37,890 | $3.96M | 3.12% | 00.0% | Unchanged |
| Concorde Financial Corp | 37,899 | $3.96M | 2.67% | +250+0.7% | Added |
| Clarius Group, LLC | 38,009 | $3.97M | 0.40% | +1,732+4.8% | Added |
| Werlinich Asset Management, LLC | 38,065 | $3.98M | 4.07% | 00.0% | Unchanged |
| Sitrin Capital Management LLC | 38,099 | $3.98M | 2.62% | −629−1.6% | Reduced |
| Udine Wealth Management, Inc. | 38,092 | $3.98M | 6.29% | +8,043+26.8% | Added |
| Stillwater Investment Management, LLC | 38,102 | $3.98M | 1.23% | +333+0.9% | Added |
| Capital Analysts, LLC | 38,154 | $3.99M | 0.27% | +1,407+3.8% | Added |
| Fusion Capital, LLC | 38,173 | $3.99M | 2.60% | +329+0.9% | Added |
| Arden Trust Co | 38,191 | $3.99M | 1.01% | −3,258−7.9% | Reduced |
| Strategic Wealth Advisors Group, LLC | 38,232 | $4.00M | 0.17% | −10,582−21.7% | Reduced |
| Advanced Asset Management Advisors Inc | 38,295 | $4.00M | 1.10% | +10.0% | Added |
| Trustcore Financial Services, LLC | 38,352 | $4.01M | 0.38% | +1,441+3.9% | Added |
| Magnus Financial Group LLC | 38,425 | $4.01M | 0.77% | +1,585+4.3% | Added |
| Confluence Wealth Services, Inc. | 38,433 | $4.02M | 1.70% | +38,433 | New |
| Sandhill Capital Partners LLC | 38,539 | $4.03M | 0.46% | +715+1.9% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 38,549 | $4.03M | 0.67% | +664+1.8% | Added |
| Knights of Columbus Asset Advisors LLC | 38,569 | $4.03M | 0.41% | −9,286−19.4% | Reduced |
| Colonial Trust Co | 38,586 | $4.03M | 1.29% | +38,586 | New |
| Charles Carroll Financial Partners, LLC | 38,725 | $4.05M | 6.53% | −1,900−4.7% | Reduced |
| Procyon Private Wealth Partners, LLC | 38,792 | $4.05M | 0.99% | +1,572+4.2% | Added |
| Arkadios Wealth Advisors | 38,798 | $4.05M | 0.62% | +9,732+33.5% | Added |
| Budros, Ruhlin & Roe, Inc. | 38,853 | $4.06M | 0.50% | −559−1.4% | Reduced |
| Orion Portfolio Solutions, LLC | 38,916 | $4.07M | 0.16% | +9,988+34.5% | Added |