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 |
|---|---|---|---|---|---|
| Itau Unibanco Holding S.A. | 6,184 | $646.0K | 0.03% | −185,886−96.8% | Reduced |
| Tennessee Valley Asset Management Partners | 6,184 | $646.0K | 0.25% | −672−9.8% | Reduced |
| Wealth Dimensions Group, Ltd. | 6,179 | $646.0K | 0.32% | −173−2.7% | Reduced |
| Morris Retirement Advisors, LLC | 6,155 | $646.0K | 0.55% | +719+13.2% | Added |
| Oliver Luxxe Assets LLC | 6,201 | $648.0K | 0.20% | −74−1.2% | Reduced |
| Brown Capital Management LLC | 6,203 | $648.0K | 0.01% | −27−0.4% | Reduced |
| Riverbridge Partners LLC | 6,205 | $648.0K | 0.01% | 00.0% | Unchanged |
| Keating Investment Counselors Inc | 6,198 | $648.0K | 0.29% | 00.0% | Unchanged |
| Bordeaux Wealth Advisors LLC | 6,200 | $648.0K | 0.41% | +47+0.8% | Added |
| Cable Hill Partners, LLC | 6,226 | $651.0K | 0.13% | −648−9.4% | Reduced |
| Trinity Legacy Partners, LLC | 6,229 | $651.0K | 0.28% | −490−7.3% | Reduced |
| Solstein Capital, LLC | 6,230 | $651.0K | 0.57% | +10.0% | Added |
| Pathway Financial Advisors LLC | 6,248 | $653.0K | 0.22% | −36−0.6% | Reduced |
| Waypoint Capital Advisors, LLC | 6,284 | $654.0K | 0.28% | −248−3.8% | Reduced |
| Westwood Management Corp | 6,260 | $654.0K | 0.09% | 00.0% | Unchanged |
| Kempen Capital Management N.V. | 6,272 | $655.0K | 0.03% | −39,055−86.2% | Reduced |
| Schneider Downs Wealth Management Advisors, LP | 6,266 | $655.0K | 0.19% | −1,245−16.6% | Reduced |
| Lantz Financial LLC | 6,272 | $655.0K | 0.34% | +1,177+23.1% | Added |
| Redwood Investment Management, LLC | 6,264 | $655.0K | 0.14% | +3,913+166.4% | Added |
| Consilium Wealth Advisory, LLC | 6,280 | $656.0K | 0.73% | −554−8.1% | Reduced |
| Kolinsky Wealth Management, LLC | 6,297 | $658.0K | 0.82% | −498−7.3% | Reduced |
| McLean Asset Management Corp | 6,238 | $661.0K | 0.25% | −284−4.4% | Reduced |
| Michael B. Yongue | 6,341 | $663.0K | 0.65% | −510−7.4% | Reduced |
| Red Wave Investments LLC | 6,342 | $663.0K | 0.29% | +75+1.2% | Added |
| CapWealth Advisors, LLC | 6,360 | $665.0K | 0.09% | −359−5.3% | Reduced |
| Security Financial Services, INC. | 6,367 | $665.0K | 0.23% | +10.0% | Added |
| Rational Advisors LLC | 6,372 | $666.0K | 0.05% | +610+10.6% | Added |
| Greystone Financial Group, LLC | 6,378 | $667.0K | 0.23% | −957−13.0% | Reduced |
| Private Wealth Advisors | 6,381 | $667.0K | 0.31% | −6−0.1% | Reduced |
| Astoria Portfolio Advisors LLC. | 6,391 | $668.0K | 0.45% | −17−0.3% | Reduced |
| Calton & Associates, Inc. | 6,428 | $671.0K | 0.38% | −1,063−14.2% | Reduced |
| Callan Capital, LLC | 6,417 | $671.0K | 0.11% | +2,059+47.2% | Added |
| Berger Financial Group, Inc | 6,427 | $672.0K | 0.10% | +286+4.7% | Added |
| LexAurum Advisors, LLC | 6,438 | $673.0K | 0.26% | −49−0.8% | Reduced |
| Sterneck Capital Management, LLC | 6,437 | $673.0K | 0.48% | +13+0.2% | Added |
| New Jersey Better Educational Savings Trust | 6,461 | $675.0K | 2.26% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 6,488 | $678.0K | 0.39% | +290+4.7% | Added |
| Wagner Wealth Management, LLC | 6,497 | $679.0K | 0.50% | +891+15.9% | Added |
| Gould Asset Management LLC | 6,505 | $680.0K | 0.23% | +2,320+55.4% | Added |
| Iron Financial, LLC | 6,547 | $684.0K | 0.38% | −139−2.1% | Reduced |
| CWS Financial Advisors, LLC | 6,553 | $685.0K | 0.33% | −800−10.9% | Reduced |
| First Command Bank | 6,562 | $686.0K | 0.10% | −190−2.8% | Reduced |
| First Command Financial Services, Inc. | 6,562 | $686.0K | 0.10% | −190−2.8% | Reduced |
| AllSquare Wealth Management LLC | 6,566 | $686.0K | 0.50% | 00.0% | Unchanged |
| REDW Wealth LLC | 6,586 | $688.0K | 0.26% | −257−3.8% | Reduced |
| Stiles Financial Services Inc | 6,594 | $689.0K | 0.42% | +1,599+32.0% | Added |
| Rodgers Brothers Inc. | 6,607 | $690.0K | 0.15% | 00.0% | Unchanged |
| Hartline Investment Corp | 6,615 | $691.0K | 0.57% | −6,053−47.8% | Reduced |
| Latitude Advisors, LLC | 6,615 | $691.0K | 0.57% | +408+6.6% | Added |
| Gordian Capital Singapore Pte Ltd | 6,026 | $696.0K | 0.92% | 00.0% | Unchanged |
| Financial Council Asset Management Inc | 6,660 | $696.0K | 0.80% | +2,215+49.8% | Added |
| Concorde Asset Management, LLC | 5,265 | $697.0K | 0.78% | +13+0.2% | Added |
| Northside Capital Management, LLC | 6,723 | $703.0K | 0.23% | +95+1.4% | Added |
| Silver Oak Securities, Inc | 4,871 | $706.5K | 0.15% | +1,220+33.4% | Added |
| Portland Investment Counsel Inc. | 6,780 | $709.0K | 0.46% | 00.0% | Unchanged |
| Winmill & Co. Inc | 6,800 | $711.0K | 0.28% | 00.0% | Unchanged |
| Greylin Investment Mangement Inc | 6,800 | $711.0K | 0.15% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 6,823 | $713.0K | 0.31% | −5,404−44.2% | Reduced |
| Cladis Investment Advisory, LLC | 6,843 | $715.1K | 0.77% | +200+3.0% | Added |
| SC&H Financial Advisors, Inc. | 6,890 | $720.0K | 0.36% | −830−10.8% | Reduced |
| Aurora Private Wealth, Inc. | 6,902 | $721.0K | 0.33% | +816+13.4% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 6,913 | $722.0K | 0.30% | −625−8.3% | Reduced |
| Hall Laurie J Trustee | 6,915 | $722.0K | 0.36% | −200−2.8% | Reduced |
| Probity Advisors, Inc. | 6,913 | $722.0K | 0.18% | +27+0.4% | Added |
| Reuter James Wealth Management, LLC | 6,926 | $724.0K | 0.49% | +3,552+105.3% | Added |
| Clare Market Investments LLC | 6,935 | $724.7K | 0.31% | +440+6.8% | Added |
| Eubel Brady & Suttman Asset Management Inc | 6,950 | $726.0K | 0.13% | +1,203+20.9% | Added |
| Affiance Financial, LLC | 6,979 | $729.0K | 0.41% | 00.0% | Unchanged |
| Capital Investment Counsel, Inc | 6,973 | $729.0K | 0.21% | +415+6.3% | Added |
| Purus Wealth Management, LLC | 7,000 | $731.0K | 0.67% | −109−1.5% | Reduced |
| Cherry Creek Investment Advisors, Inc. | 6,996 | $731.0K | 0.61% | −30−0.4% | Reduced |
| Meridian Investment Counsel Inc. | 6,995 | $731.0K | 0.33% | +265+3.9% | Added |
| PBMares Wealth Management LLC | 6,997 | $731.0K | 0.32% | +861+14.0% | Added |
| First National Bank of Hutchinson | 7,004 | $732.0K | 0.58% | +235+3.5% | Added |
| First Pacific Advisors, LP | 7,000 | $732.0K | 0.01% | +4,600+191.7% | Added |
| Bluefin Capital Management, LLC | 7,040 | $736.0K | 0.08% | −1,530−17.9% | Reduced |
| Wall Street Access Asset Management, LLC | 7,054 | $737.0K | 0.53% | −246−3.4% | Reduced |
| Veracity Capital LLC | 7,065 | $738.0K | 0.40% | −297−4.0% | Reduced |
| Profit Investment Management, LLC | 7,072 | $739.0K | 0.57% | 00.0% | Unchanged |
| Herbst Group, LLC | 7,080 | $740.0K | 0.61% | −200−2.7% | Reduced |
| Sippican Capital Advisors | 7,114 | $743.0K | 0.78% | 00.0% | Unchanged |
| AlphaStar Capital Management, LLC | 7,131 | $745.0K | 0.08% | +425+6.3% | Added |
| Sierra Capital LLC | 7,137 | $746.0K | 0.14% | −492−6.4% | Reduced |
| Asset Allocation & Management Company, LLC | 7,135 | $746.0K | 0.32% | +6+0.1% | Added |
| First Citizens Financial Corp | 7,147 | $747.0K | 0.74% | +250+3.6% | Added |
| Foster Victor Wealth Advisors, LLC | 6,920 | $748.0K | 0.11% | +674+10.8% | Added |
| Sather Financial Group Inc | 7,166 | $749.0K | 0.08% | −1,400−16.3% | Reduced |
| Objective Capital Management, LLC | 7,164 | $749.0K | 0.80% | +25+0.4% | Added |
| SRS Capital Advisors, Inc. | 7,167 | $749.0K | 0.12% | +166+2.4% | Added |
| ERn Financial, LLC | 7,169 | $749.0K | 0.19% | +201+2.9% | Added |
| Viewpoint Capital Management LLC | 7,176 | $750.0K | 0.74% | −729−9.2% | Reduced |
| Ramiah Investment Group | 7,184 | $750.7K | 1.57% | +651+10.0% | Added |
| DSC Advisors, L.P. | 7,193 | $752.0K | 0.80% | −1,640−18.6% | Reduced |
| Port Capital LLC | 7,204 | $753.0K | 0.06% | −629−8.0% | Reduced |
| Charter Oak Capital Management, LLC | 7,226 | $755.0K | 0.12% | −2,968−29.1% | Reduced |
| Menard Financial Group LLC | 7,232 | $756.0K | 1.37% | +149+2.1% | Added |
| Cubic Asset Management, LLC | 7,260 | $759.0K | 0.23% | −126−1.7% | Reduced |
| Armbruster Capital Management, Inc. | 7,264 | $759.0K | 0.22% | 00.0% | Unchanged |
| Karp Capital Management Corp | 7,272 | $760.0K | 0.16% | −26,270−78.3% | Reduced |
| Aveo Capital Partners, LLC | 7,283 | $761.0K | 0.13% | −2,500−25.6% | Reduced |