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 |
|---|---|---|---|---|---|
| Harbor Group, Inc. | 3,681 | $385.0K | 0.28% | +10.0% | Added |
| High Pines Wealth Management, LLC | 3,686 | $385.0K | 0.74% | +690+23.0% | Added |
| Copeland Capital Management, LLC | 3,712 | $388.0K | 0.01% | −10,045−73.0% | Reduced |
| Hourglass Capital, LLC | 3,713 | $388.0K | 0.15% | 00.0% | Unchanged |
| Shelton Wealth Management, LLC | 3,716 | $388.0K | 0.35% | +4+0.1% | Added |
| Kidder Stephen W | 3,737 | $390.0K | 0.16% | 00.0% | Unchanged |
| Dempze Nancy E | 3,733 | $390.0K | 0.42% | 00.0% | Unchanged |
| Morris Capital Advisors, LLC | 3,749 | $392.0K | 0.37% | 00.0% | Unchanged |
| Cahaba Wealth Management, Inc. | 3,763 | $393.0K | 0.05% | +142+3.9% | Added |
| CM Wealth Advisors LLC | 3,765 | $393.4K | 0.22% | +1,508+66.8% | Added |
| Codex Capital, L.L.C. | 2,000 | $393.6K | 0.34% | 00.0% | Unchanged |
| Ambassador Advisors, LLC | 3,782 | $395.0K | 0.09% | −1,198−24.1% | Reduced |
| Raub Brock Capital Management LP | 3,779 | $395.0K | 0.08% | 00.0% | Unchanged |
| Yarger Wealth Strategies, LLC | 3,793 | $396.0K | 0.53% | −230−5.7% | Reduced |
| Unio Capital LLC | 3,826 | $400.0K | 0.24% | 00.0% | Unchanged |
| LCM Capital Management Inc | 3,823 | $400.0K | 0.42% | 00.0% | Unchanged |
| Monterey Private Wealth, Inc. | 3,773 | $401.0K | 0.24% | −547−12.7% | Reduced |
| All Season Financial Advisors, Inc. | 3,833 | $401.0K | 0.44% | +3,833 | New |
| First Community Trust NA | 3,851 | $402.0K | 0.55% | −20−0.5% | Reduced |
| Westshore Wealth, LLC | 3,848 | $402.0K | 0.28% | +38+1.0% | Added |
| Warwick Investment Management, Inc. | 3,849 | $402.0K | 0.24% | +3,849 | New |
| KilterHowling LLC | 3,855 | $402.9K | 0.48% | +9+0.2% | Added |
| First National Corp | 3,855 | $403.0K | 0.11% | +140+3.8% | Added |
| Epic Trust Investment Advisors, LLC | 3,854 | $403.0K | 0.56% | +640+19.9% | Added |
| Shapiro Capital Management LLC | 3,880 | $405.0K | 0.01% | −1,000−20.5% | Reduced |
| Merriman Wealth Management, LLC | 3,875 | $405.0K | 0.03% | +219+6.0% | Added |
| Hoey Investments, Inc | 3,883 | $406.0K | 0.17% | +1,908+96.6% | Added |
| Prelude Capital Management, LLC | 3,901 | $408.0K | 0.02% | −7,353−65.3% | Reduced |
| Park Circle Co | 3,900 | $408.0K | 0.42% | 00.0% | Unchanged |
| Meridian Financial, LLC | 3,908 | $408.5K | 0.47% | +90+2.4% | Added |
| Financial Advisory Group | 3,916 | $409.0K | 0.09% | +12+0.3% | Added |
| Nottingham Advisors, Inc. | 3,910 | $409.0K | 0.06% | +277+7.6% | Added |
| Kaydan Wealth Management, Inc. | 3,916 | $409.2K | 0.23% | −1,453−27.1% | Reduced |
| Paragon Capital Management Ltd | 3,920 | $410.0K | 0.12% | −500−11.3% | Reduced |
| Thomas Story & Son LLC | 3,924 | $410.0K | 0.22% | 00.0% | Unchanged |
| Brown Advisory Securities, LLC | 3,942 | $413.0K | 1.51% | −4,762−54.7% | Reduced |
| Harrington Investments, INC | 3,955 | $413.0K | 0.32% | 00.0% | Unchanged |
| Private Capital Management LLC | 3,962 | $414.0K | 0.15% | +630+18.9% | Added |
| Shilanski & Associates, Inc. | 3,962 | $414.0K | 0.15% | +3,962 | New |
| S.A. Mason LLC | 3,986 | $417.0K | 0.33% | 00.0% | Unchanged |
| Stanley-Laman Group, Ltd. | 4,000 | $418.0K | 0.08% | −21−0.5% | Reduced |
| Marathon Capital Management | 4,009 | $419.0K | 0.12% | +3+0.1% | Added |
| SNS Financial Group, LLC | 4,010 | $419.0K | 0.06% | +17+0.4% | Added |
| Sovereign Financial Group, Inc. | 4,032 | $421.0K | 0.17% | −46−1.1% | Reduced |
| Premier Fund Managers Ltd | 3,972 | $422.0K | 0.03% | −38,229−90.6% | Reduced |
| Financial Advisors, LLC | 4,076 | $422.0K | 0.15% | 00.0% | Unchanged |
| Geller Advisors LLC | 4,051 | $423.0K | 0.09% | −501−11.0% | Reduced |
| Santori & Peters | 4,054 | $423.0K | 0.28% | +16+0.4% | Added |
| Roberts Glore & Co Inc | 4,044 | $423.0K | 0.15% | +175+4.5% | Added |
| Aaron Wealth Advisors | 4,069 | $425.0K | 0.08% | −438−9.7% | Reduced |
| Sage Private Wealth Group, LLC | 4,069 | $425.0K | 0.56% | −364−8.2% | Reduced |
| Frank, Rimerman Advisors LLC | 4,076 | $425.9K | 0.15% | 00.0% | Unchanged |
| Laraway Financial Inc | 4,070 | $426.0K | 0.48% | 00.0% | Unchanged |
| Mint Tower Capital Management B.V. | 4,075 | $426.0K | 0.04% | +4,075 | New |
| Horizon Family Wealth, Inc. | 4,081 | $427.0K | 0.52% | −15−0.4% | Reduced |
| Oberweis Asset Management Inc | 4,086 | $427.0K | 0.10% | +3+0.1% | Added |
| Diligent Investors, LLC | 4,088 | $427.0K | 0.15% | +373+10.0% | Added |
| Silverlake Wealth Management LLC | 4,098 | $428.2K | 0.29% | −20−0.5% | Reduced |
| RWM Asset Management, LLC | 4,104 | $429.0K | 0.10% | −70−1.7% | Reduced |
| S. R. Schill & Associates | 4,109 | $429.0K | 0.23% | +1,814+79.0% | Added |
| Covenant Partners, LLC | 4,107 | $429.0K | 0.21% | +4,107 | New |
| Pacific Center for Financial Services | 4,117 | $430.0K | 0.17% | −8−0.2% | Reduced |
| Northstar Group, Inc. | 4,106 | $430.0K | 0.13% | +70+1.7% | Added |
| Cascade Investment Advisors, Inc. | 3,413 | $430.0K | 0.37% | 00.0% | Unchanged |
| Bluestein R H & Co | 4,120 | $431.0K | 0.03% | −750−15.4% | Reduced |
| Cim, LLC | 3,360 | $431.0K | 0.09% | +245+7.9% | Added |
| Security National Bank of So Dak | 4,133 | $432.0K | 0.39% | −59−1.4% | Reduced |
| Bender Robert & Associates | 4,134 | $432.0K | 0.17% | 00.0% | Unchanged |
| WNY Asset Management, LLC | 4,145 | $432.0K | 0.16% | +52+1.3% | Added |
| Lebenthal Global Advisors, LLC | 4,150 | $433.0K | 0.20% | −1,440−25.8% | Reduced |
| Mogy Joel R Investment Counsel Inc | 4,141 | $433.0K | 0.05% | 00.0% | Unchanged |
| Tranquilli Financial Advisor LLC | 4,149 | $434.0K | 0.34% | +638+18.2% | Added |
| Eldridge Investment Advisors, Inc. | 4,183 | $437.0K | 0.17% | −26−0.6% | Reduced |
| CMG Global Holdings, LLC | 4,177 | $437.0K | 0.47% | −15−0.4% | Reduced |
| Maxele Advisors, LLC | 4,186 | $437.4K | 0.73% | −45−1.1% | Reduced |
| Sunburst Financial Group, LLC | 4,191 | $438.0K | 0.21% | +119+2.9% | Added |
| Alan B. Lancz & Associates, Inc. | 4,233 | $442.0K | 0.52% | 00.0% | Unchanged |
| Ullmann Financial Group, Inc. | 4,234 | $442.0K | 0.12% | +153+3.7% | Added |
| Lumature Wealth Partners, LLC | 4,243 | $443.0K | 0.24% | +282+7.1% | Added |
| New Vernon Investment Management LLC | 4,253 | $444.0K | 0.91% | 00.0% | Unchanged |
| Private Wealth Strategies, L.L.C. | 4,244 | $444.0K | 0.13% | +201+5.0% | Added |
| Sadoff Investment Management LLC | 4,276 | $447.0K | 0.03% | −129−2.9% | Reduced |
| Shulman DeMeo Asset Management LLC | 4,282 | $447.0K | 0.16% | −12−0.3% | Reduced |
| Hedges Asset Management LLC | 4,300 | $449.0K | 0.45% | 00.0% | Unchanged |
| Weinberger Asset Management, Inc | 4,302 | $449.6K | 0.31% | 00.0% | Unchanged |
| Quantum Financial Advisors, LLC | 4,303 | $450.0K | 0.20% | 00.0% | Unchanged |
| Spartan Fund Management Inc. | 4,312 | $451.0K | 0.14% | 00.0% | Unchanged |
| Retirement Income Solutions, Inc | 4,252 | $451.0K | 0.16% | 00.0% | Unchanged |
| Old North State Trust, LLC | 4,315 | $451.0K | 0.39% | +4,311+107,775.0% | Added |
| Cottonwood Capital Advisors, LLC | 4,328 | $452.0K | 0.43% | −20.0% | Reduced |
| Heritage Investment Group, Inc. | 4,336 | $453.0K | 0.28% | −1,006−18.8% | Reduced |
| Index Fund Advisors, Inc. | 4,336 | $453.0K | 0.04% | −323−6.9% | Reduced |
| Hillcrest Wealth Advisors - NY, LLC | 4,337 | $453.0K | 0.29% | 00.0% | Unchanged |
| Affinity Capital Advisors, LLC | 4,339 | $453.0K | 0.16% | +8+0.2% | Added |
| Planning Center, Inc. | 4,449 | $454.0K | 0.36% | +10.0% | Added |
| WSFS Capital Management, LLC | 4,343 | $454.0K | 0.16% | −48−1.1% | Reduced |
| Sweet Financial Partners, LLC | 4,366 | $456.0K | 0.15% | −3,520−44.6% | Reduced |
| Sound Income Strategies, LLC | 4,376 | $457.0K | 0.07% | +180+4.3% | Added |
| Saturna Capital CORP | 4,371 | $457.0K | 0.01% | +2,470+129.9% | Added |
| Tyler-Stone Wealth Management | 4,381 | $458.0K | 0.35% | −81−1.8% | Reduced |