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; 5,157 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 | 5,157 | $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 |
|---|---|---|---|---|---|
| Beirne Wealth Consulting Services, LLC | 2,156 | $225.0K | 0.09% | −53−2.4% | Reduced |
| Level Financial Advisors, Inc. | 2,155 | $225.0K | 0.17% | 00.0% | Unchanged |
| WealthTrust Asset Management, LLC | 2,150 | $225.0K | 0.24% | +11+0.5% | Added |
| Campbell Wealth Management | 2,158 | $226.0K | 0.03% | −76−3.4% | Reduced |
| Intelligence Driven Advisers, LLC | 2,091 | $226.0K | 0.05% | +2,091 | New |
| Bernardo Wealth Planning LLC | 1,858 | $227.0K | 0.13% | −430−18.8% | Reduced |
| Affinia Financial Group, LLC | 2,192 | $227.0K | 0.26% | −48−2.1% | Reduced |
| Covestor Ltd | 2,171 | $227.0K | 0.20% | +184+9.3% | Added |
| Houlihan Financial Resource Group, Ltd. | 1,772 | $227.0K | 0.14% | +1,772 | New |
| Fiducient Advisors LLC | 2,179 | $228.0K | 0.11% | −540−19.9% | Reduced |
| Henrickson Nauta Wealth Advisors, Inc. | 2,181 | $228.0K | 0.22% | 00.0% | Unchanged |
| Financial Advisors Network, Inc. | 2,188 | $229.0K | 0.07% | −6−0.3% | Reduced |
| Carroll Investors, Inc | 2,158 | $229.0K | 0.18% | +2,158 | New |
| Prostatis Group LLC | 2,197 | $229.6K | 0.26% | +182+9.0% | Added |
| Act Wealth Management, LLC | 2,203 | $230.0K | 0.16% | −422−16.1% | Reduced |
| Pinnacle Financial Group, LLC | 2,196 | $230.0K | 0.20% | −102−4.4% | Reduced |
| Planned Solutions, Inc. | 2,202 | $230.0K | 0.20% | 00.0% | Unchanged |
| Blue Barn Wealth, LLC | 2,201 | $230.0K | 0.16% | +415+23.2% | Added |
| Raffa Wealth Management, LLC | 2,204 | $230.3K | 0.10% | −57−2.5% | Reduced |
| Somerville Kurt F | 2,216 | $231.0K | 0.05% | 00.0% | Unchanged |
| Legacy Wealth Planning, LLC | 2,220 | $232.0K | 0.38% | −3,052−57.9% | Reduced |
| Ridgewood Investments LLC | 2,220 | $232.0K | 0.19% | +249+12.6% | Added |
| Gouws Capital LLC | 2,225 | $233.0K | 0.23% | 00.0% | Unchanged |
| Websterrogers Financial Advisors, LLC | 2,232 | $233.0K | 0.12% | +89+4.2% | Added |
| Baskin Financial Services Inc. | 2,236 | $234.0K | 0.03% | −245,799−99.1% | Reduced |
| Thompson Davis & Co., Inc. | 2,241 | $234.0K | 0.32% | −600−21.1% | Reduced |
| Blue Bell Private Wealth Management, LLC | 2,240 | $234.0K | 0.08% | 00.0% | Unchanged |
| WMG Financial Advisors, LLC | 2,238 | $235.0K | 0.21% | −85−3.7% | Reduced |
| SP Asset Management | 2,248 | $235.0K | 0.03% | +9+0.4% | Added |
| Clay Northam Wealth Management, LLC | 2,261 | $236.0K | 0.29% | 00.0% | Unchanged |
| Smith Shellnut Wilson LLC | 2,273 | $238.0K | 0.16% | 00.0% | Unchanged |
| Raymond James Trust Co. of NH | 2,276 | $238.0K | 2.09% | +188+9.0% | Added |
| Curran Financial Partners, LLC | 2,299 | $240.0K | 0.12% | −105−4.4% | Reduced |
| Summit Wealth Group, LLC | 2,297 | $240.0K | 0.28% | −26−1.1% | Reduced |
| Forefront Wealth Management Inc. | 2,300 | $240.0K | 0.33% | +2+0.1% | Added |
| Heritage Financial Services, LLC | 2,313 | $241.0K | 0.15% | −192−7.7% | Reduced |
| Northern Capital Management, Inc. | 2,303 | $241.0K | 0.25% | −10−0.4% | Reduced |
| Claris Advisors, LLC | 2,312 | $242.0K | 0.28% | −214−8.5% | Reduced |
| Capital Counsel LLC | 2,314 | $242.0K | 0.02% | −100−4.1% | Reduced |
| Intrepid Capital Management Inc | 2,319 | $242.0K | 0.20% | +10.0% | Added |
| ICW Investment Advisors LLC | 2,319 | $242.0K | 0.16% | +10.0% | Added |
| Tacita Capital Inc | 2,320 | $242.0K | 0.19% | 00.0% | Unchanged |
| Mayport, LLC | 2,324 | $243.0K | 0.20% | −350−13.1% | Reduced |
| Truvestments Capital LLC | 2,338 | $244.0K | 0.15% | −85−3.5% | Reduced |
| Vista Private Wealth Partners. LLC | 2,268 | $244.0K | 0.14% | +32+1.4% | Added |
| Wealth Quarterback LLC | 2,342 | $245.0K | 0.26% | +69+3.0% | Added |
| Symphony Financial, Ltd. Co. | 2,320 | $246.0K | 0.08% | −233−9.1% | Reduced |
| MKT Advisors LLC | 2,353 | $246.0K | 0.21% | −198−7.8% | Reduced |
| Wealthgate Family Office, LLC | 2,360 | $247.0K | 0.66% | 00.0% | Unchanged |
| Bickling Financial Services, Inc. | 2,368 | $248.0K | 0.17% | +19+0.8% | Added |
| Security National Bank of Sioux City Iowa | 2,373 | $248.0K | 0.22% | +241+11.3% | Added |
| Centered Wealth LLC dba Miller Equity Capital Advisors | 2,377 | $248.0K | 0.18% | +2,377 | New |
| Whelan Financial | 2,385 | $249.0K | 0.17% | +2,385 | New |
| Encompass Wealth Advisors, LLC | 2,394 | $250.0K | 0.10% | +175+7.9% | Added |
| Lavaca Capital LLC | 2,177 | $251.0K | 0.14% | −8,804−80.2% | Reduced |
| Garner Asset Management Corp | 2,401 | $251.0K | 0.13% | −729−23.3% | Reduced |
| Ellsworth Advisors, LLC | 2,416 | $252.0K | 0.11% | −581−19.4% | Reduced |
| Pure Financial Advisors, Inc. | 2,410 | $252.0K | 0.01% | +6+0.2% | Added |
| Trevian Wealth Management LLC | 2,415 | $252.0K | 0.28% | +112+4.9% | Added |
| Kinloch Capital, LLC | 2,407 | $252.0K | 0.17% | +400+19.9% | Added |
| Mason Investment Advisory Services, Inc. | 2,430 | $253.9K | 0.03% | +10+0.4% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 2,433 | $254.0K | 0.03% | −170−6.5% | Reduced |
| Wealth Advisors, Inc. | 2,430 | $254.0K | 0.13% | 00.0% | Unchanged |
| Arkfeld Wealth Strategies, L.L.C. | 2,283 | $254.0K | 0.18% | +2,283 | New |
| Milestone Advisory Partners | 2,446 | $256.0K | 0.19% | 00.0% | Unchanged |
| Covey Capital Advisors, LLC | 2,450 | $256.0K | 0.43% | 00.0% | Unchanged |
| Arnhold LLC | 2,452 | $256.0K | 0.03% | +20+0.8% | Added |
| Crown Wealth Group, LLC | 2,455 | $257.0K | 0.26% | +393+19.1% | Added |
| Detalus Advisors, LLC | 2,462 | $257.0K | 0.15% | +600+32.2% | Added |
| Riversedge Advisors, LLC | 2,474 | $259.0K | 0.09% | −1,369−35.6% | Reduced |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 2,487 | $260.0K | 0.08% | 00.0% | Unchanged |
| Bridgeworth, LLC | 2,484 | $260.0K | 0.06% | +100+4.2% | Added |
| Hartford Funds Management Co LLC | 2,496 | $260.0K | 0.03% | +709+39.7% | Added |
| Apeiron RIA LLC | 2,547 | $260.0K | 0.12% | +2,547 | New |
| Alethea Capital Management, LLC | 2,500 | $261.0K | 0.33% | −600−19.4% | Reduced |
| Permit Capital, LLC | 2,500 | $261.0K | 0.09% | 00.0% | Unchanged |
| Wealthspan Partners, LLC | 2,497 | $261.0K | 0.27% | +48+2.0% | Added |
| Vista Capital Partners, Inc. | 2,511 | $262.0K | 0.04% | −570−18.5% | Reduced |
| Vanguard Capital Wealth Advisors | 2,511 | $262.0K | 0.32% | −189−7.0% | Reduced |
| Archetype Wealth Partners | 2,517 | $263.0K | 0.08% | −410−14.0% | Reduced |
| Snider Financial Group | 2,329 | $263.0K | 0.14% | −216−8.5% | Reduced |
| Integrity Financial Corp | 2,517 | $263.0K | 0.28% | −3−0.1% | Reduced |
| Lathrop Investment Management Corp | 2,531 | $265.0K | 0.07% | 00.0% | Unchanged |
| Axim Planning & Wealth | 2,532 | $265.0K | 0.26% | +244+10.7% | Added |
| Manteio Capital LLC | 2,538 | $265.0K | 25.17% | +2,538 | New |
| LGT Fund Management Co Ltd. | 2,550 | $266.0K | 0.12% | −100,279−97.5% | Reduced |
| TSFG, LLC | 2,547 | $266.0K | 0.12% | +2+0.1% | Added |
| Asset Management Resources, LLC | 2,544 | $266.0K | 0.26% | +545+27.3% | Added |
| Lehman & Derafelo Financial Resources LLC | 2,554 | $267.0K | 0.09% | −1,400−35.4% | Reduced |
| Horizon Kinetics Asset Management LLC | 2,551 | $267.0K | 0.01% | −162−6.0% | Reduced |
| Horst & Graben Wealth Management LLC | 2,568 | $268.0K | 0.08% | +21+0.8% | Added |
| Paragon Capital Management LLC | 2,567 | $268.0K | 0.17% | +110+4.5% | Added |
| Marotta Asset Management | 2,565 | $268.0K | 0.07% | 00.0% | Unchanged |
| Arbor Investment Advisors, LLC | 2,581 | $270.0K | 0.07% | −2,000−43.7% | Reduced |
| Pin Oak Investment Advisors Inc | 2,587 | $270.0K | 0.34% | 00.0% | Unchanged |
| PRW Wealth Management LLC | 2,581 | $270.0K | 0.13% | +400+18.3% | Added |
| United Community Bank | 2,593 | $271.0K | 0.28% | +145+5.9% | Added |
| Kraematon Investment Advisors, Inc | 2,593 | $271.0K | 0.35% | +21+0.8% | Added |
| PFG Private Wealth Management, LLC | 2,592 | $271.0K | 0.18% | +182+7.6% | Added |
| Teza Capital Management LLC | 2,603 | $272.0K | 0.06% | −4,730−64.5% | Reduced |