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 | 5,103 | $572.1B |
| Q4 2025 | 5,155 | $639.5B |
| Q3 2025 | 4,766 | $618.0B |
| Q2 2025 | 4,753 | $582.4B |
| Q1 2025 | 4,680 | $494.6B |
| Q4 2024 | 4,680 | $490.0B |
| Q3 2024 | 4,216 | $429.4B |
| Q2 2024 | 4,182 | $416.2B |
| Q1 2024 | 4,121 | $414.5B |
| Q4 2023 | 4,002 | $351.8B |
| Q3 2023 | 3,711 | $297.0B |
| Q2 2023 | 3,673 | $297.6B |
| Q1 2023 | 3,613 | $266.3B |
| Q4 2022 | 3,629 | $278.3B |
| Q3 2022 | 3,396 | $212.9B |
| Q2 2022 | 3,428 | $229.3B |
| Q1 2022 | 3,520 | $278.9B |
| Q4 2021 | 3,595 | $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 |
|---|---|---|---|---|---|
| Centric Wealth Management | 5,353 | $559.0K | 0.22% | −171−3.1% | Reduced |
| Key Client Fiduciary Advisors, LLC | 5,345 | $559.0K | 0.58% | +254+5.0% | Added |
| McNaughton Wealth Management, LLC | 5,351 | $559.0K | 0.41% | +470+9.6% | Added |
| Summit Asset Management, LLC | 5,355 | $560.0K | 0.18% | +115+2.2% | Added |
| Birchcreek Wealth Management, LLC | 5,365 | $561.0K | 0.52% | +707+15.2% | Added |
| Triumph Capital Management | 5,386 | $563.0K | 0.31% | −2,288−29.8% | Reduced |
| Wendell David Associates Inc | 5,391 | $563.0K | 0.08% | 00.0% | Unchanged |
| Collective Family Office LLC | 5,417 | $566.0K | 0.28% | −3,396−38.5% | Reduced |
| Carlson Capital Management | 5,428 | $567.0K | 0.05% | −192−3.4% | Reduced |
| Cahill Financial Advisors Inc | 5,424 | $567.0K | 0.12% | +138+2.6% | Added |
| Trust Co of Oklahoma | 5,435 | $568.0K | 0.29% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 5,434 | $568.0K | 0.36% | −158−2.8% | Reduced |
| Tributary Capital Management, LLC | 5,442 | $569.0K | 0.06% | −93−1.7% | Reduced |
| Grant Street Asset Management, Inc. | 5,446 | $569.0K | 0.25% | 00.0% | Unchanged |
| Burt Wealth Advisors | 5,457 | $570.0K | 0.23% | +60+1.1% | Added |
| Future Financial Wealth Managment LLC | 5,071 | $571.0K | 0.66% | +570+12.7% | Added |
| Westhampton Capital, LLC | 5,477 | $572.0K | 0.43% | −365−6.2% | Reduced |
| Financial Consulate, Inc | 5,469 | $572.0K | 0.24% | 00.0% | Unchanged |
| Garde Capital, Inc. | 5,485 | $573.0K | 0.07% | +1,802+48.9% | Added |
| Cidel Asset Management Inc | 5,492 | $574.0K | 0.03% | −4,772−46.5% | Reduced |
| Sandbox Financial Partners, LLC | 5,489 | $574.0K | 0.42% | −369−6.3% | Reduced |
| Wilkins Investment Counsel Inc | 5,498 | $575.0K | 0.17% | −456−7.7% | Reduced |
| Vigilare Wealth Management | 5,521 | $577.0K | 0.75% | −6,181−52.8% | Reduced |
| Relative Value Partners Group, LLC | 5,525 | $577.0K | 0.05% | +5,525 | New |
| Rede Wealth, LLC | 5,533 | $578.0K | 0.34% | −93−1.7% | Reduced |
| First National Bank | 5,543 | $579.0K | 0.52% | −70−1.2% | Reduced |
| Allie Family Office LLC | 5,541 | $579.0K | 0.50% | 00.0% | Unchanged |
| 5th Street Advisors, LLC | 5,549 | $580.0K | 0.61% | +49+0.9% | Added |
| Camden Capital, LLC | 5,549 | $580.0K | 0.13% | +1,715+44.7% | Added |
| Portland Global Advisors LLC | 5,573 | $582.0K | 0.12% | 00.0% | Unchanged |
| Moller Financial Services | 5,576 | $583.0K | 0.21% | −315−5.3% | Reduced |
| Delta Investment Management, LLC | 5,575 | $583.0K | 0.25% | +627+12.7% | Added |
| Ami Asset Management Corp | 5,594 | $585.0K | 0.04% | −1,336−19.3% | Reduced |
| Kingfisher Capital LLC | 5,601 | $585.0K | 0.16% | +5,601 | New |
| Fuller & Thaler Asset Management, Inc. | 5,626 | $588.0K | 0.00% | −1,925−25.5% | Reduced |
| Skba Capital Management LLC | 5,632 | $589.0K | 0.12% | −250−4.3% | Reduced |
| Great Point Wealth Advisors, LLC | 5,651 | $590.0K | 0.22% | −200−3.4% | Reduced |
| FSB Premier Wealth Management, Inc. | 5,673 | $592.0K | 0.35% | +212+3.9% | Added |
| FirstPurpose Wealth LLC | 5,668 | $592.0K | 0.39% | +391+7.4% | Added |
| Signature Estate & Investment Advisors LLC | 5,674 | $593.0K | 0.03% | −126−2.2% | Reduced |
| Element Wealth, LLC | 5,671 | $593.0K | 0.55% | +199+3.6% | Added |
| West Bancorporation Inc | 5,693 | $595.0K | 0.44% | −420−6.9% | Reduced |
| Centerpoint Advisors, LLC | 5,701 | $596.0K | 0.32% | +720+14.5% | Added |
| WealthTrust Axiom LLC | 5,717 | $597.0K | 0.23% | −9−0.2% | Reduced |
| Millennium Capital Advisors, LLC | 5,729 | $598.7K | 0.63% | +252+4.6% | Added |
| Whitcomb & Hess, Inc. | 5,728 | $599.0K | 0.27% | −232−3.9% | Reduced |
| Barnes Pettey Financial Advisors, LLC | 5,731 | $599.0K | 0.82% | −10−0.2% | Reduced |
| Powers Advisory Group, LLC | 5,729 | $599.0K | 0.48% | +279+5.1% | Added |
| Vicus Capital | 5,744 | $600.0K | 0.07% | −11−0.2% | Reduced |
| SBK Financial, Inc. | 5,747 | $601.0K | 0.92% | −276−4.6% | Reduced |
| Landaas & Co | 5,663 | $601.0K | 0.38% | +5+0.1% | Added |
| Cowen and Company, LLC | 5,775 | $603.0K | 0.06% | −500−8.0% | Reduced |
| Bellevue Asset Management, LLC | 5,648 | $604.0K | 0.47% | −21−0.4% | Reduced |
| Highland Financial Advisors, LLC | 5,800 | $606.0K | 0.42% | −1,232−17.5% | Reduced |
| Hurlow Wealth Management Group, Inc. | 5,805 | $607.0K | 0.35% | −292−4.8% | Reduced |
| Silicon Valley Capital Partners | 5,813 | $607.0K | 0.13% | +959+19.8% | Added |
| Norris Financial Group, LLC | 5,813 | $607.5K | 0.56% | +16+0.3% | Added |
| Thrive Wealth Management, LLC | 5,821 | $608.0K | 0.21% | +528+10.0% | Added |
| Legal Advantage Investments, Inc. | 5,818 | $608.0K | 0.57% | +1,900+48.5% | Added |
| McIlrath & Eck, LLC | 5,823 | $609.0K | 0.17% | +253+4.5% | Added |
| Humankind Investments LLC | 5,849 | $611.0K | 0.29% | +935+19.0% | Added |
| Cooper Financial Group | 5,859 | $612.0K | 0.22% | +201+3.6% | Added |
| Krane Funds Advisors LLC | 5,859 | $612.0K | 0.03% | +331+6.0% | Added |
| L2 Asset Management, LLC | 5,861 | $612.0K | 0.46% | +726+14.1% | Added |
| Cross Staff Investments Inc | 5,875 | $614.0K | 0.69% | +10.0% | Added |
| Greatmark Investment Partners, Inc. | 5,877 | $614.0K | 0.12% | +115+2.0% | Added |
| Fairview Capital Investment Management, LLC | 5,877 | $614.0K | 0.04% | +168+2.9% | Added |
| CFO4Life Group, LLC | 5,882 | $615.0K | 0.16% | −245−4.0% | Reduced |
| TLWM | 3,174 | $618.0K | 0.29% | −4,455−58.4% | Reduced |
| Buttonwood Financial Advisors Inc. | 5,657 | $619.0K | 0.56% | −164−2.8% | Reduced |
| Vision Capital Management, Inc. | 5,946 | $621.0K | 0.13% | −355−5.6% | Reduced |
| E Fund Management Co., Ltd. | 5,939 | $621.0K | 0.06% | +107+1.8% | Added |
| Matrix Trust Co | 5,938 | $621.0K | 0.18% | +1,726+41.0% | Added |
| Narus Financial Partners, LLC | 5,972 | $624.1K | 0.39% | +200+3.5% | Added |
| Pacer Advisors, Inc. | 5,979 | $625.0K | 0.00% | −44,366−88.1% | Reduced |
| Legacy Advisors, LLC | 5,983 | $625.0K | 0.14% | −13−0.2% | Reduced |
| Eagle Bay Advisors LLC | 5,978 | $625.0K | 0.39% | +502+9.2% | Added |
| Beaumont Asset Management, L.L.C. | 6,006 | $627.0K | 0.50% | −12−0.2% | Reduced |
| Angeles Wealth Management, LLC | 6,003 | $627.0K | 0.12% | +1,486+32.9% | Added |
| Disciplined Equity Management, Inc. | 6,010 | $628.0K | 0.62% | +1,178+24.4% | Added |
| BMS Financial Advisors, LLC | 6,015 | $629.0K | 0.44% | −175−2.8% | Reduced |
| Barden Capital Management, Inc. | 6,015 | $629.0K | 0.73% | +6,015 | New |
| Gray Wealth Management Inc. | 6,042 | $631.0K | 0.40% | +215+3.7% | Added |
| Reitz Capital Advisors LLC | 6,052 | $632.0K | 0.58% | −600−9.0% | Reduced |
| TFC Financial Management | 6,050 | $632.0K | 0.20% | +1,050+21.0% | Added |
| Wills Financial Group, Inc. | 6,051 | $632.0K | 0.35% | +1,858+44.3% | Added |
| Atlas Capital Advisors LLC | 6,057 | $633.0K | 0.12% | −825−12.0% | Reduced |
| Doheny Asset Management | 6,070 | $634.0K | 0.64% | +6,070 | New |
| Roberts Capital Advisors, LLC | 6,079 | $635.0K | 0.92% | 00.0% | Unchanged |
| Systematic Financial Management LP | 6,075 | $635.0K | 0.02% | 00.0% | Unchanged |
| Crumly & Associates Inc. | 6,096 | $637.0K | 0.26% | −214−3.4% | Reduced |
| Crew Capital Management, Ltd. | 6,100 | $637.0K | 0.87% | 00.0% | Unchanged |
| TCM Advisors, LLC | – | $637.0K | 0.71% | – | – |
| Regent Peak Wealth Advisors LLC | 6,110 | $638.0K | 0.22% | +218+3.7% | Added |
| Rosenberg Matthew Hamilton | 6,116 | $639.0K | 0.25% | +292+5.0% | Added |
| Centiva Capital, LP | 6,129 | $640.0K | 0.05% | −49,649−89.0% | Reduced |
| Glassman Wealth Services | 6,125 | $640.0K | 0.14% | +370+6.4% | Added |
| KLK Capital Management LLC | 6,145 | $642.0K | 0.85% | +6,145 | New |
| Highline Wealth Partners LLC | 6,158 | $643.5K | 0.52% | +6,158 | New |
| Reynders McVeigh Capital Management, LLC | 6,167 | $645.0K | 0.05% | −811−11.6% | Reduced |