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 |
|---|---|---|---|---|---|
| Kathmere Capital Management, LLC | 2,602 | $272.0K | 0.05% | −1,238−32.2% | Reduced |
| NBW Capital LLC | 2,603 | $272.0K | 0.07% | +2,603 | New |
| Spotlight Asset Group, Inc. | 2,237 | $273.0K | 0.27% | +2,237 | New |
| Capital Financial Planning, LLC | 2,617 | $274.0K | 0.12% | +145+5.9% | Added |
| Tandem Investment Advisors, Inc. | 2,629 | $275.0K | 0.02% | −75−2.8% | Reduced |
| Intrinsic Value Partners, LLC | 2,632 | $275.0K | 0.38% | 00.0% | Unchanged |
| Isthmus Partners, LLC | 2,636 | $275.0K | 0.05% | +287+12.2% | Added |
| Jag Capital Management, LLC | 2,639 | $276.0K | 0.04% | −36−1.3% | Reduced |
| AIMZ Investment Advisors, LLC | 2,639 | $276.0K | 0.14% | 00.0% | Unchanged |
| Altus Wealth Management, LLC | 2,644 | $276.0K | 0.24% | +10+0.4% | Added |
| VisionPoint Advisory Group, LLC | 2,638 | $276.0K | 0.13% | +843+47.0% | Added |
| Hapanowicz & Associates Financial Services, Inc | 2,645 | $276.0K | 0.26% | +784+42.1% | Added |
| S&T Bank | 2,652 | $277.0K | 0.05% | −2,480−48.3% | Reduced |
| Pennsylvania Capital Management Inc | 2,648 | $277.0K | 0.15% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 2,655 | $277.0K | 0.22% | +2,655 | New |
| Jackson, Grant Investment Advisers, Inc. | 2,661 | $278.0K | 0.15% | +173+7.0% | Added |
| Firethorn Wealth Partners, LLC | 2,672 | $279.0K | 0.26% | −163−5.7% | Reduced |
| Dock Street Asset Management Inc | 2,670 | $279.0K | 0.07% | 00.0% | Unchanged |
| Silver Lake Advisory, LLC | 2,667 | $279.0K | 0.16% | +23+0.9% | Added |
| Corrigan Financial, Inc. | 2,674 | $279.5K | 0.11% | +2+0.1% | Added |
| Exos TFP Holdings LLC | 2,679 | $280.0K | 0.13% | +2,679 | New |
| Beta Wealth Group, Inc. | 2,700 | $282.0K | 0.20% | +2,700 | New |
| Madison Wealth Management | 2,710 | $283.0K | 0.07% | +66+2.5% | Added |
| Reik & Co., LLC | 2,722 | $284.0K | 0.09% | 00.0% | Unchanged |
| Wedgewood Investors Inc | 2,741 | $286.0K | 0.44% | 00.0% | Unchanged |
| Drake & Associates, LLC | 2,740 | $286.0K | 0.16% | +516+23.2% | Added |
| Arlington Partners LLC | 2,751 | $287.0K | 0.12% | −1,850−40.2% | Reduced |
| Atalanta Sosnoff Capital, LLC | 2,743 | $287.0K | 0.01% | −490−15.2% | Reduced |
| Avion Wealth | 2,742 | $287.0K | 0.09% | −25−0.9% | Reduced |
| Bond & Devick Financial Network, Inc. | 2,748 | $287.0K | 0.24% | 00.0% | Unchanged |
| Fountainhead AM, LLC | 2,748 | $287.0K | 0.14% | +16+0.6% | Added |
| S.C. Financial Services, Inc. | 2,751 | $287.0K | 0.46% | +431+18.6% | Added |
| Cooper/Haims Advisors, LLC | 2,754 | $288.0K | 0.24% | −98−3.4% | Reduced |
| Blackston Financial Advisory Group, LLC | 2,290 | $288.0K | 0.20% | +2,290 | New |
| Opus Capital Group, LLC | 2,765 | $289.0K | 0.06% | −2,465−47.1% | Reduced |
| Advance Capital Management, Inc. | 2,768 | $289.0K | 0.04% | +205+8.0% | Added |
| CarsonAllaria Wealth Management, Ltd. | 2,779 | $290.0K | 0.27% | +955+52.4% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 2,782 | $291.0K | 0.20% | 00.0% | Unchanged |
| Full Sail Capital, LLC | 2,801 | $292.0K | 0.03% | −66−2.3% | Reduced |
| Darwin Advisors, LLC | 2,517 | $292.0K | 0.07% | −344−12.0% | Reduced |
| Strid Group, LLC | 2,800 | $293.0K | 0.07% | 00.0% | Unchanged |
| Tamar Securities, LLC | 2,801 | $293.0K | 0.09% | +3+0.1% | Added |
| Strategic Family Wealth Counselors, L.L.C. | 2,805 | $293.0K | 0.14% | +120+4.5% | Added |
| Advisory Alpha, LLC | 2,816 | $294.0K | 0.02% | −1,314−31.8% | Reduced |
| Summitry LLC | 2,810 | $294.0K | 0.02% | +2,810 | New |
| Lifeworks Advisors, LLC | 2,340 | $295.0K | 0.17% | −2,952−55.8% | Reduced |
| Fox Run Management, L.L.C. | 2,837 | $296.0K | 0.12% | −3,767−57.0% | Reduced |
| Jacobs & Co | 2,839 | $296.0K | 0.04% | +620+27.9% | Added |
| Charter Research & Investment Group, Inc. | 2,846 | $297.0K | 0.30% | −203−6.7% | Reduced |
| BlueSky Wealth Advisors, LLC | 2,866 | $299.0K | 0.07% | +2,866 | New |
| Barings LLC | 2,871 | $300.0K | 0.01% | −13,571−82.5% | Reduced |
| West Chester Capital Advisors, Inc | 2,868 | $300.0K | 0.66% | −26−0.9% | Reduced |
| Cranbrook Wealth Management, LLC | 2,875 | $300.0K | 0.08% | 00.0% | Unchanged |
| Bridge Advisory, LLC | 2,893 | $302.0K | 0.15% | −34−1.2% | Reduced |
| Robbins Farley LLC | 2,892 | $302.0K | 0.25% | +11+0.4% | Added |
| Trellis Advisors, LLC | 2,897 | $302.0K | 0.17% | +79+2.8% | Added |
| 1776 Wealth LLC | 2,896 | $303.0K | 0.23% | +3+0.1% | Added |
| Ocean Capital Management, LLC | 2,900 | $304.0K | 0.17% | 00.0% | Unchanged |
| Claret Asset Management Corp | 2,911 | $304.0K | 0.07% | +152+5.5% | Added |
| Pitti Group Wealth Management, LLC | 2,913 | $304.0K | 0.42% | +274+10.4% | Added |
| North Point Portfolio Managers Corp | 2,920 | $305.0K | 0.06% | −100−3.3% | Reduced |
| Sequent Asset Management, LLC | 2,913 | $305.0K | 0.23% | +21+0.7% | Added |
| Indie Asset Partners, LLC | 2,928 | $306.0K | 0.31% | −260−8.2% | Reduced |
| Avenir Corp | 2,924 | $306.0K | 0.03% | 00.0% | Unchanged |
| Magnolia Capital Management Ltd | 2,925 | $306.0K | 0.32% | 00.0% | Unchanged |
| Columbus Macro, LLC | 2,942 | $307.0K | 0.13% | +57+2.0% | Added |
| Lansing Street Advisors | 2,952 | $308.0K | 0.24% | +461+18.5% | Added |
| Sloy Dahl & Holst, LLC | 2,980 | $311.0K | 0.07% | 00.0% | Unchanged |
| Ackerman Capital Advisors, LLC | 2,987 | $312.0K | 0.09% | 00.0% | Unchanged |
| O'Keefe Stevens Advisory, Inc. | 2,995 | $313.0K | 0.21% | −145−4.6% | Reduced |
| InTrack Investment Management Inc | 2,995 | $313.0K | 0.35% | −109−3.5% | Reduced |
| Richwood Investment Advisors, LLC | 2,993 | $313.0K | 0.34% | 00.0% | Unchanged |
| Tectonic Advisors LLC | 2,991 | $313.0K | 0.06% | +684+29.6% | Added |
| Advocate Group LLC | 2,999 | $313.0K | 0.08% | +865+40.5% | Added |
| FSA Wealth Management LLC | 2,991 | $313.0K | 0.22% | +2,991 | New |
| PMC FIG Opportunities LLC | 3,000 | $313.5K | 1.74% | −7,000−70.0% | Reduced |
| Resolute Financial, LLC | 3,005 | $314.0K | 0.30% | −200−6.2% | Reduced |
| D'Orazio & Associates, Inc. | 3,004 | $314.0K | 0.09% | +933+45.1% | Added |
| Patron Partners Advisors, LLC | 3,016 | $315.0K | 0.26% | −107−3.4% | Reduced |
| Howard Wealth Management, LLC | 3,022 | $315.0K | 0.22% | +3,022 | New |
| Heck Capital Advisors, LLC | 3,018 | $315.4K | 0.06% | +51+1.7% | Added |
| Sustainable Insight Capital Management, LLC | 3,024 | $316.0K | 0.37% | −364−10.7% | Reduced |
| Crabel Capital Management, LLC | 3,027 | $316.0K | 0.18% | +3,027 | New |
| Washburn Capital Management, Inc. | 3,037 | $317.0K | 0.30% | −72−2.3% | Reduced |
| Capital Advisors Wealth Management, LLC | 3,041 | $318.0K | 0.11% | −128−4.0% | Reduced |
| Pensionmark Financial Group, LLC | 3,044 | $318.0K | 0.08% | −68−2.2% | Reduced |
| Resource Planning Group | 3,053 | $319.0K | 0.28% | 00.0% | Unchanged |
| Penn Davis McFarland Inc | 3,066 | $320.0K | 0.06% | 00.0% | Unchanged |
| Insight 2811, Inc. | 3,058 | $320.0K | 0.22% | +604+24.6% | Added |
| Cypress Capital Management LLC (WY) | 3,075 | $321.0K | 0.46% | 00.0% | Unchanged |
| Cook Wealth Management Group LLC | 2,573 | $321.0K | 0.35% | 00.0% | Unchanged |
| Wealth Advisors of Iowa, LLC | 3,083 | $322.0K | 0.30% | −2,107−40.6% | Reduced |
| Infrastructure Capital Advisors, LLC | 3,083 | $322.0K | 0.07% | +3,083 | New |
| Marshall Financial Group LLC | 3,087 | $323.0K | 0.14% | −125−3.9% | Reduced |
| Sanford Advisory Services, LLC | 3,103 | $324.0K | 0.09% | −625−16.8% | Reduced |
| Riverwater Partners LLC | 3,100 | $324.0K | 0.32% | +6+0.2% | Added |
| Levy Wealth Management Group, LLC | 3,103 | $324.0K | 0.14% | +217+7.5% | Added |
| Opal Wealth Advisors, LLC | 3,105 | $324.0K | 0.24% | +345+12.5% | Added |
| J. L. Bainbridge & Co., Inc. | 3,111 | $325.0K | 0.05% | +31+1.0% | Added |
| Engrave Wealth Partners LLC | 3,121 | $326.0K | 0.15% | −171−5.2% | Reduced |