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 |
|---|---|---|---|---|---|
| Lockerman Financial Group, Inc. | 3,121 | $326.0K | 0.94% | +581+22.9% | Added |
| Meridian Wealth Partners, LLC | 3,138 | $328.0K | 0.08% | +90+3.0% | Added |
| Enzi Wealth | 2,427 | $328.0K | 0.16% | +2,427 | New |
| Morse Asset Management, Inc | 3,152 | $329.0K | 0.12% | −394−11.1% | Reduced |
| Inspirion Wealth Advisors, LLC | 3,160 | $330.0K | 0.07% | +185+6.2% | Added |
| Gitterman Wealth Management, LLC | 3,178 | $332.0K | 0.34% | +138+4.5% | Added |
| Willow Creek Wealth Management Inc. | 3,186 | $333.0K | 0.06% | +627+24.5% | Added |
| Cowa, LLC | 3,209 | $335.0K | 0.22% | −67−2.0% | Reduced |
| Arthur M. Cohen & Associates, LLC | 3,204 | $335.0K | 0.09% | +769+31.6% | Added |
| Thrive Capital Management, LLC | 3,209 | $335.0K | 0.23% | +3,209 | New |
| SJS Investment Consulting Inc. | 3,208 | $335.0K | 0.11% | +3,208 | New |
| Pine Haven Investment Counsel, Inc | 3,211 | $336.0K | 0.41% | 00.0% | Unchanged |
| HC Advisors, LLC | 3,212 | $336.0K | 0.23% | +14+0.4% | Added |
| Capital Advisory Group Advisory Services, LLC | 3,228 | $337.0K | 0.23% | +35+1.1% | Added |
| Wolff Financial Management LLC | 3,233 | $337.0K | 0.15% | 00.0% | Unchanged |
| My Personal CFO, LLC | 292 | $337.0K | 0.52% | −2,342−88.9% | Reduced |
| Deltec Asset Management LLC | 3,225 | $337.0K | 0.08% | +1,000+44.9% | Added |
| Solitude Financial Services | 3,233 | $338.0K | 0.25% | 00.0% | Unchanged |
| Stonehearth Capital Management, LLC | 3,237 | $338.0K | 0.21% | +178+5.8% | Added |
| Gemmer Asset Management LLC | 3,237 | $338.0K | 0.06% | +297+10.1% | Added |
| Second Half Financial Partners, LLC | 3,247 | $339.0K | 0.42% | +321+11.0% | Added |
| Tower Wealth Partners, Inc. | 2,694 | $339.0K | 0.32% | +114+4.4% | Added |
| Capstone Wealth Management Group, LLC | 3,253 | $340.0K | 0.43% | −897−21.6% | Reduced |
| Parkside Investments, LLC | 3,254 | $340.0K | 0.07% | +14+0.4% | Added |
| Vista Wealth Management Group, LLC | 2,781 | $340.0K | 0.04% | +229+9.0% | Added |
| Options Solutions, LLC | 3,266 | $341.0K | 0.53% | −2,133−39.5% | Reduced |
| Mascoma Wealth Management LLC | 3,266 | $341.0K | 0.12% | −117−3.5% | Reduced |
| Verus Financial Partners, Inc. | 2,866 | $341.0K | 0.05% | +280+10.8% | Added |
| Petrus Trust Company, LTA | 3,266 | $341.0K | 0.05% | +1,044+47.0% | Added |
| Koss-Olinger Consulting, LLC | 3,277 | $342.0K | 0.06% | +218+7.1% | Added |
| Motive Wealth Advisors | 3,268 | $342.0K | 0.28% | +1,129+52.8% | Added |
| Financial Advisory Corp | 3,285 | $343.0K | 0.20% | +385+13.3% | Added |
| Measured Wealth Private Client Group, LLC | 3,289 | $344.0K | 0.15% | −1,229−27.2% | Reduced |
| Keene & Associates, Inc. | 3,292 | $344.0K | 0.32% | −180−5.2% | Reduced |
| State of Wyoming | 3,296 | $344.0K | 0.17% | +339+11.5% | Added |
| Amussen Hunsaker Associates LLC | 3,273 | $345.0K | 0.10% | −281−7.9% | Reduced |
| Coco Enterprises, LLC | 3,273 | $345.0K | 0.31% | +241+7.9% | Added |
| Wealthstream Advisors, Inc. | 3,303 | $345.0K | 0.37% | +884+36.5% | Added |
| VELA Investment Management, LLC | 3,312 | $346.0K | 0.20% | +1,514+84.2% | Added |
| Algert Global LLC | 3,308 | $346.0K | 0.02% | +3,308 | New |
| Holland Advisory Services, Inc. | 3,321 | $347.0K | 0.43% | −334−9.1% | Reduced |
| Capital Planning LLC | 3,319 | $347.0K | 0.20% | 00.0% | Unchanged |
| Borer Denton & Associates, Inc. | 3,346 | $349.7K | 0.17% | +3,346 | New |
| Weaver Consulting Group | 3,348 | $350.0K | 0.20% | +26+0.8% | Added |
| Cutter & CO Brokerage, Inc. | 3,356 | $351.0K | 0.13% | −510−13.2% | Reduced |
| Forefront Analytics, LLC | 3,363 | $351.0K | 0.19% | +29+0.9% | Added |
| Cedrus LLC | 3,374 | $352.6K | 0.33% | +186+5.8% | Added |
| Horan Securities, Inc. | 3,379 | $353.0K | 0.22% | +321+10.5% | Added |
| HITE Hedge Asset Management LLC | 3,392 | $354.0K | 0.03% | 00.0% | Unchanged |
| Unionview, LLC | 3,388 | $354.0K | 0.40% | +117+3.6% | Added |
| Leonard Rickey Investment Advisors P.L.L.C. | 3,397 | $355.0K | 0.17% | −166−4.7% | Reduced |
| Cassady Schiller Wealth Management, LLC | 3,399 | $355.0K | 0.20% | −46−1.3% | Reduced |
| Albert D Mason Inc | 3,395 | $355.0K | 0.28% | 00.0% | Unchanged |
| Mayfair Advisory Group, LLC | 3,292 | $355.0K | 0.50% | +3+0.1% | Added |
| Alpha Paradigm Partners, LLC | 3,401 | $355.0K | 0.15% | +3,401 | New |
| Zhang Financial LLC | 3,405 | $356.0K | 0.05% | −1,381−28.9% | Reduced |
| Cavalier Investments, LLC | 3,419 | $357.0K | 0.13% | −284−7.7% | Reduced |
| Investment Advisory Group, LLC | 3,416 | $357.0K | 0.25% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 3,421 | $357.0K | 0.94% | +3,421 | New |
| Independent Family Office, LLC | 3,422 | $358.0K | 0.18% | −425−11.0% | Reduced |
| Total Investment Management Inc | 3,432 | $359.0K | 0.07% | −175−4.9% | Reduced |
| Murphy Pohlad Asset Management LLC | 3,440 | $359.0K | 0.17% | 00.0% | Unchanged |
| Aevitas Wealth Management, Inc. | 3,438 | $359.0K | 0.27% | +411+13.6% | Added |
| Center For Asset Management LLC | 3,433 | $359.0K | 0.36% | +3,433 | New |
| Youngs Advisory Group, Inc. | 3,452 | $361.0K | 0.23% | +9+0.3% | Added |
| Smallwood Wealth Investment Management, LLC | 3,452 | $361.0K | 0.33% | +607+21.3% | Added |
| Investmark Advisory Group LLC | 3,470 | $362.0K | 0.33% | +401+13.1% | Added |
| Hamilton Capital, LLC | 3,473 | $363.0K | 0.02% | −1,600−31.5% | Reduced |
| MinichMacGregor Wealth Management, LLC | 3,486 | $364.0K | 0.15% | +8+0.2% | Added |
| TrueWealth Advisors, LLC | 3,486 | $364.0K | 0.17% | +71+2.1% | Added |
| Keb Asset Management, LLC | 3,485 | $364.0K | 0.23% | +85+2.5% | Added |
| Lanham O'Dell & Company, Inc. | 3,479 | $364.0K | 1.29% | +1,599+85.1% | Added |
| James J. Burns & Company, LLC | 3,479 | $364.0K | 0.16% | +3,479 | New |
| Kohmann Bosshard Financial Services, LLC | 3,494 | $365.0K | 0.08% | 00.0% | Unchanged |
| Mizuho Securities Co. Ltd. | 3,499 | $366.0K | 0.12% | +3,299+1,649.5% | Added |
| Oldfather Financial Services, LLC | 3,511 | $367.0K | 0.23% | −17−0.5% | Reduced |
| IPG Investment Advisors LLC | 3,512 | $367.0K | 0.10% | −6,473−64.8% | Reduced |
| Mach-1 Financial Group, Inc. | 3,531 | $368.0K | 0.39% | +90+2.6% | Added |
| Financial Engines Advisors L.L.C. | 3,529 | $368.0K | 0.00% | +435+14.1% | Added |
| Hunter Perkins Capital Management, LLC | 3,525 | $368.0K | 0.09% | +3,525 | New |
| Howard Financial Services, Ltd. | 3,527 | $369.0K | 0.12% | +2+0.1% | Added |
| Family Firm, Inc. | 3,540 | $370.0K | 0.12% | +23+0.7% | Added |
| Evolution Wealth Advisors, LLC | 3,545 | $370.0K | 0.10% | +724+25.7% | Added |
| Dimension Capital Management LLC | 3,542 | $371.0K | 0.09% | 00.0% | Unchanged |
| BIT Capital GmbH | 3,552 | $371.2K | 0.07% | +3,552 | New |
| Firestone Capital Management | 3,562 | $372.0K | 0.15% | 00.0% | Unchanged |
| Dakota Community Bank & Trust NA | 3,557 | $372.0K | 2.58% | +3,557 | New |
| Northwest Investment Counselors, LLC | 3,578 | $374.0K | 0.12% | −44−1.2% | Reduced |
| Powell Investment Advisors, LLC | 3,582 | $374.0K | 0.25% | +225+6.7% | Added |
| Caxton Associates LP | 3,600 | $376.0K | 0.06% | −3,300−47.8% | Reduced |
| Horizon Wealth Management, LLC | 3,619 | $378.0K | 0.28% | −546−13.1% | Reduced |
| Montis Financial, LLC | 3,621 | $378.0K | 0.36% | +57+1.6% | Added |
| Pasadena Private Wealth, LLC | 3,620 | $378.0K | 0.13% | +263+7.8% | Added |
| BCJ Capital Management, LLC | 3,622 | $378.0K | 0.04% | +311+9.4% | Added |
| Atticus Wealth Management, LLC | 3,372 | $380.0K | 0.18% | 00.0% | Unchanged |
| IVC Wealth Advisors LLC | 3,641 | $381.0K | 0.31% | −11−0.3% | Reduced |
| Bridgefront Capital, LLC | 3,653 | $382.0K | 0.39% | −435−10.6% | Reduced |
| Domani Wealth, LLC | 3,656 | $382.0K | 0.11% | −358−8.9% | Reduced |
| Dougherty Wealth Advisers LLC | 3,674 | $384.0K | 0.76% | 00.0% | Unchanged |
| Emerald Advisors, LLC | 3,675 | $384.0K | 0.11% | +20+0.5% | Added |