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 |
|---|---|---|---|---|---|
| Sandy Cove Advisors, LLC | 4,378 | $458.0K | 0.41% | +238+5.7% | Added |
| California First Leasing Corp | 4,380 | $458.0K | 0.35% | +4,380 | New |
| Capital City Trust Co | 4,384 | $459.0K | 0.16% | −100−2.2% | Reduced |
| Wayfinding Financial, LLC | 4,397 | $459.0K | 0.43% | +401+10.0% | Added |
| Oliver Lagore Vanvalin Investment Group | 4,407 | $461.0K | 0.30% | +20.0% | Added |
| Sax Wealth Advisors, LLC | 4,419 | $462.0K | 0.12% | −22−0.5% | Reduced |
| Foster Group, Inc. | 4,438 | $464.0K | 0.04% | −1,915−30.1% | Reduced |
| Curated Wealth Partners LLC | 4,446 | $465.0K | 0.14% | −17−0.4% | Reduced |
| Marshall Financial Group Inc | 4,483 | $468.0K | 0.22% | +19+0.4% | Added |
| Empowered Funds, LLC | 4,495 | $470.0K | 0.05% | +4,495 | New |
| Fi3 FINANCIAL ADVISORS, LLC | 4,509 | $471.0K | 0.43% | +123+2.8% | Added |
| Day & Ennis, LLC | 4,528 | $473.0K | 0.20% | −83−1.8% | Reduced |
| OneAscent Financial Services LLC | 4,522 | $473.0K | 0.19% | +78+1.8% | Added |
| Merrion Investment Management Co, LLC | 4,544 | $474.0K | 0.47% | 00.0% | Unchanged |
| Sutton Place Investors LLC | 4,557 | $476.0K | 0.72% | +147+3.3% | Added |
| TriaGen Wealth Management LLC | 4,560 | $477.0K | 0.26% | −240−5.0% | Reduced |
| American Research & Management Co. | 4,564 | $477.0K | 0.13% | −38−0.8% | Reduced |
| Global Financial Private Client, LLC | 4,440 | $478.3K | 0.28% | −20.0% | Reduced |
| Liberty Wealth Management LLC | 4,585 | $479.0K | 0.13% | +695+17.9% | Added |
| Kenfarb & Co. | 4,592 | $480.0K | 0.46% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 4,590 | $480.0K | 0.00% | 00.0% | Unchanged |
| R.H. Dinel Investment Counsel, Inc. | 4,592 | $480.0K | 0.48% | 00.0% | Unchanged |
| Eukles Asset Management | 4,593 | $480.0K | 0.31% | +521+12.8% | Added |
| Avondale Wealth Management | 4,600 | $481.0K | 0.52% | −275−5.6% | Reduced |
| ESG Planning | 4,751 | $481.0K | 0.49% | +278+6.2% | Added |
| Stelac Advisory Services LLC | 4,599 | $482.0K | 0.22% | 00.0% | Unchanged |
| NFP Retirement, Inc. | 4,613 | $482.0K | 0.12% | +62+1.4% | Added |
| Advisor Resource Council | 4,625 | $484.0K | 0.34% | −16,702−78.3% | Reduced |
| Premier Asset Management LLC | 4,635 | $484.0K | 0.50% | +77+1.7% | Added |
| HHM Wealth Advisors, LLC | 4,654 | $486.0K | 0.13% | −834−15.2% | Reduced |
| Retirement Planning Co of New England, Inc. | 4,662 | $487.0K | 0.35% | +354+8.2% | Added |
| LVZ Advisors, Inc. | 4,666 | $488.0K | 0.08% | −9−0.2% | Reduced |
| Diamant Asset Management, Inc. | 4,671 | $488.0K | 0.47% | +10+0.2% | Added |
| Southland Equity Partners LLC | 4,682 | $489.3K | 0.24% | −126−2.6% | Reduced |
| Marathon Trading Investment Management LLC | 4,705 | $492.0K | 0.32% | +2,294+95.1% | Added |
| Joule Financial, LLC | 4,717 | $493.0K | 0.37% | +656+16.2% | Added |
| GenWealth Group, Inc. | 4,729 | $494.0K | 0.17% | 00.0% | Unchanged |
| Virtue Capital Management, LLC | 4,732 | $495.0K | 0.08% | −189−3.8% | Reduced |
| CJM Wealth Advisers, Ltd. | 4,743 | $495.6K | 0.35% | −22−0.5% | Reduced |
| Independent Solutions Wealth Management, LLC | 4,779 | $499.4K | 0.16% | +652+15.8% | Added |
| Keystone Wealth Services, LLC | 4,792 | $501.0K | 0.24% | +503+11.7% | Added |
| Bay Rivers Group | 4,804 | $502.0K | 0.50% | 00.0% | Unchanged |
| Reston Wealth Management LLC | 4,825 | $504.0K | 0.30% | −233−4.6% | Reduced |
| Financial Insights, Inc. | 4,819 | $504.0K | 0.34% | +4,819 | New |
| N.E.W. Advisory Services LLC | 4,869 | $509.0K | 0.09% | −5,490−53.0% | Reduced |
| Arkansas Financial Group, Inc. | 4,866 | $509.0K | 0.12% | −34−0.7% | Reduced |
| ERTS Wealth Advisors, LLC | 4,869 | $509.0K | 0.14% | +199+4.3% | Added |
| Hofer & Associates. Inc | 4,883 | $510.0K | 0.55% | +1,805+58.6% | Added |
| Great Diamond Partners, LLC | 4,894 | $511.0K | 0.17% | −835−14.6% | Reduced |
| Summit Wealth Partners, LLC | 4,894 | $511.4K | 0.14% | 00.0% | Unchanged |
| Lee Financial Co | 4,905 | $512.0K | 0.10% | +623+14.5% | Added |
| Eagle Harbor Asset Management Inc | 4,909 | $513.0K | 0.88% | +355+7.8% | Added |
| First Heartland Consultants, Inc. | 4,910 | $513.0K | 0.08% | −55−1.1% | Reduced |
| Southeast Asset Advisors Inc. | 4,922 | $514.0K | 0.09% | −310−5.9% | Reduced |
| Benson Investment Management Company, Inc. | 4,950 | $517.0K | 0.36% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 4,945 | $517.0K | 0.08% | +2,049+70.8% | Added |
| Retirement Planning Group | 4,968 | $519.0K | 0.07% | +3,089+164.4% | Added |
| Financial Partners Group, Inc | 4,979 | $520.0K | 0.14% | −4,468−47.3% | Reduced |
| Requisite Capital Management, LLC | 4,973 | $520.0K | 0.18% | +428+9.4% | Added |
| Wedge Capital Management L L P | 4,994 | $522.0K | 0.01% | +141+2.9% | Added |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 5,000 | $522.5K | 0.89% | +1,500+42.9% | Added |
| JBF Capital, Inc. | 5,000 | $523.0K | 0.13% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 5,042 | $527.0K | 0.35% | −1,510−23.0% | Reduced |
| Wimmer Associates 1, LLC | 4,194 | $528.0K | 0.35% | −125−2.9% | Reduced |
| Omnia Family Wealth, LLC | 5,062 | $529.0K | 0.43% | −10−0.2% | Reduced |
| Insight Advisors, LLC | 5,082 | $531.0K | 0.21% | −9−0.2% | Reduced |
| Nadler Financial Group, Inc. | 5,112 | $534.0K | 0.10% | −385−7.0% | Reduced |
| Strong Tower Advisory Services | 5,113 | $534.0K | 0.32% | +123+2.5% | Added |
| Tudor Investment Corp Et Al | 5,122 | $535.0K | 0.01% | −14,887−74.4% | Reduced |
| Momentum Advisors, LLC | 5,119 | $535.0K | 0.59% | +134+2.7% | Added |
| HBW Advisory Services LLC | 5,125 | $535.0K | 0.15% | +566+12.4% | Added |
| Integral Investment Advisors, Inc. | 5,141 | $537.0K | 0.44% | −179−3.4% | Reduced |
| Campion Asset Management LLC | 5,137 | $537.0K | 0.57% | 00.0% | Unchanged |
| Castleview Partners, LLC | 5,136 | $537.0K | 0.51% | +4,182+438.4% | Added |
| Cardinal Strategic Wealth Guidance | 5,123 | $538.0K | 0.29% | −462−8.3% | Reduced |
| GPS Wealth Strategies Group, LLC | 5,161 | $539.0K | 0.14% | −223−4.1% | Reduced |
| Alliance Wealth Advisors, LLC | 5,169 | $540.0K | 0.50% | −144−2.7% | Reduced |
| Avaii Wealth Management, LLC | 5,169 | $540.0K | 0.56% | +34+0.7% | Added |
| Austin Private Wealth, LLC | 5,169 | $540.0K | 0.11% | +64+1.3% | Added |
| Investment House LLC | 5,170 | $540.0K | 0.05% | +120+2.4% | Added |
| Alliance Wealth Management Group | 5,180 | $541.0K | 0.21% | −400−7.2% | Reduced |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 5,175 | $541.0K | 0.00% | 00.0% | Unchanged |
| Hutchinson Capital Management | 5,177 | $541.0K | 0.15% | +17+0.3% | Added |
| Independent Wealth Network Inc. | 5,184 | $542.0K | 0.42% | −24−0.5% | Reduced |
| Tortoise Investment Management, LLC | 5,187 | $542.0K | 0.11% | +872+20.2% | Added |
| RGT Wealth Advisors, LLC | 5,201 | $544.0K | 0.09% | −284−5.2% | Reduced |
| Forum Private Client Group LLC | 5,202 | $544.0K | 0.41% | +12+0.2% | Added |
| Willner & Heller, LLC | 5,207 | $544.0K | 0.88% | +88+1.7% | Added |
| PYA Waltman Capital, LLC | 5,201 | $544.0K | 0.32% | +2,182+72.3% | Added |
| Belmont Capital, LLC | 5,204 | $544.0K | 0.64% | +5,204 | New |
| Fulton Breakefield Broenniman LLC | 5,213 | $545.0K | 0.05% | +100+2.0% | Added |
| Copperwynd Financial, LLC | 5,244 | $548.0K | 0.32% | −117−2.2% | Reduced |
| Derbend Asset Management | 5,259 | $550.0K | 0.44% | −12−0.2% | Reduced |
| Maltin Wealth Management, Inc. | 5,272 | $551.0K | 0.44% | +57+1.1% | Added |
| Black Diamond Financial, LLC | 5,302 | $554.0K | 0.22% | −735−12.2% | Reduced |
| Edgemoor Investment Advisors, Inc. | 5,300 | $554.0K | 0.07% | +10.0% | Added |
| Van Eck Associates Corp | 5,312 | $555.0K | 0.00% | −31,361−85.5% | Reduced |
| Eagle Strategies LLC | 5,325 | $556.0K | 0.29% | +1,454+37.6% | Added |
| Heartwood Wealth Advisors LLC | 5,327 | $557.0K | 0.10% | +529+11.0% | Added |
| Aprio Wealth Management, LLC | 5,326 | $557.0K | 0.22% | +1,280+31.6% | Added |