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
- 3,395
- +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
- 1,678 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 |
|---|---|---|---|---|---|
| Xcel Wealth Management, LLC | 74,212 | $7.75M | 2.89% | +8,929+13.7% | Added |
| Boenning & Scattergood, Inc. | 74,192 | $7.75M | 1.58% | +837+1.1% | Added |
| Greenwood Capital Associates LLC | 74,160 | $7.75M | 1.33% | +5,696+8.3% | Added |
| WoodTrust Financial Corp | 73,940 | $7.73M | 1.74% | +4,482+6.5% | Added |
| Iowa State Bank | 73,815 | $7.71M | 2.19% | +2,084+2.9% | Added |
| Allworth Financial LP | 73,556 | $7.69M | 0.10% | +13,195+21.9% | Added |
| Empirical Finance, LLC | 73,150 | $7.64M | 0.91% | +11,575+18.8% | Added |
| Stoneridge Investment Partners LLC | 73,012 | $7.63M | 4.49% | +18,275+33.4% | Added |
| Wellington Shields Capital Management, LLC | 155,789 | $7.63M | 1.81% | −7,655−4.7% | Reduced |
| Valicenti Advisory Services Inc | 72,756 | $7.60M | 2.78% | −294−0.4% | Reduced |
| Cohen Klingenstein LLC | 72,700 | $7.60M | 0.40% | 00.0% | Unchanged |
| Tompkins Financial Corp | 72,512 | $7.58M | 1.28% | +1,740+2.5% | Added |
| JGP Wealth Management, LLC | 71,493 | $7.58M | 1.59% | +3,032+4.4% | Added |
| Strategy Asset Managers LLC | 72,438 | $7.57M | 2.06% | −3,243−4.3% | Reduced |
| Spinnaker Trust | 71,592 | $7.48M | 0.62% | +2,295+3.3% | Added |
| Trust Co of Toledo NA | 71,542 | $7.48M | 1.45% | −1,116−1.5% | Reduced |
| Shelton Capital Management | 71,511 | $7.47M | 0.36% | +168+0.2% | Added |
| Integrated Wealth Concepts LLC | 71,242 | $7.45M | 0.24% | −130−0.2% | Reduced |
| Northern Oak Wealth Management Inc | 70,934 | $7.41M | 1.11% | −867−1.2% | Reduced |
| Griffin Asset Management, Inc. | 70,806 | $7.40M | 1.23% | +284+0.4% | Added |
| Constitution Capital LLC | 70,708 | $7.39M | 4.94% | +10,875+18.2% | Added |
| Pettee Investors, Inc. | 70,579 | $7.38M | 3.96% | −3,425−4.6% | Reduced |
| Mount Yale Investment Advisors, LLC | 70,425 | $7.36M | 0.98% | +5,079+7.8% | Added |
| Boston Family Office LLC | 70,306 | $7.35M | 0.65% | +2,310+3.4% | Added |
| Western Wealth Management, LLC | 66,402 | $7.31M | 0.42% | +8,630+14.9% | Added |
| WealthPlan Investment Management, LLC | 55,473 | $7.29M | 0.53% | +55,473 | New |
| Sumitomo Mitsui Financial Group, Inc. | 69,544 | $7.27M | 0.31% | −1,515−2.1% | Reduced |
| Altrafin AG | 69,522 | $7.27M | 4.35% | +4,284+6.6% | Added |
| Legacy Private Trust Co. | 69,393 | $7.25M | 0.69% | −3,190−4.4% | Reduced |
| Vestcor Inc | 69,204 | $7.23M | 0.27% | +485+0.7% | Added |
| Freemont Management S.A. | 69,100 | $7.22M | 1.32% | −1,700−2.4% | Reduced |
| AMG National Trust Bank | 68,953 | $7.21M | 0.27% | +13,110+23.5% | Added |
| Gotham Asset Management, LLC | 68,692 | $7.18M | 0.22% | +22,947+50.2% | Added |
| Graypoint LLC | 68,557 | $7.16M | 0.92% | +4,384+6.8% | Added |
| Graves-Light Private Wealth Management, Inc. | 68,494 | $7.16M | 1.19% | −712−1.0% | Reduced |
| Pettyjohn, Wood & White, Inc | 68,493 | $7.16M | 1.91% | +380+0.6% | Added |
| Skylands Capital, LLC | 68,150 | $7.12M | 1.17% | −2,400−3.4% | Reduced |
| D L Carlson Investment Group Inc | 68,096 | $7.12M | 1.55% | −785−1.1% | Reduced |
| Buffington Mohr McNeal | 67,963 | $7.10M | 1.71% | −200.0% | Reduced |
| Private Advisory Group LLC | 67,891 | $7.09M | 1.62% | −21,053−23.7% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 67,753 | $7.08M | 0.04% | +5,800+9.4% | Added |
| Capula Management Ltd | 67,729 | $7.08M | 0.87% | +52,050+332.0% | Added |
| Grand Jean Capital Management Inc | 67,709 | $7.08M | 3.14% | −38,599−36.3% | Reduced |
| Resources Investment Advisors, LLC. | 67,681 | $7.07M | 0.26% | +15,523+29.8% | Added |
| Visionary Wealth Advisors | 67,573 | $7.06M | 0.73% | −4,869−6.7% | Reduced |
| Heritage Trust Co | 67,559 | $7.06M | 1.23% | +114+0.2% | Added |
| Ar Asset Management Inc | 67,531 | $7.06M | 2.11% | 00.0% | Unchanged |
| Gyroscope Capital Management Group, LLC | 67,535 | $7.06M | 2.73% | +6,456+10.6% | Added |
| Motley Fool Asset Management LLC | 67,313 | $7.03M | 0.69% | +190+0.3% | Added |
| Allied Investment Advisors, LLC | 67,298 | $7.03M | 2.62% | +3,411+5.3% | Added |
| Woodstock Corp | 67,220 | $7.03M | 1.05% | +1,401+2.1% | Added |
| Strategic Global Advisors, LLC | 67,191 | $7.02M | 1.17% | −23,835−26.2% | Reduced |
| Barbara Oil Co. | 67,000 | $7.00M | 3.84% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 66,924 | $6.99M | 0.32% | +1,375+2.1% | Added |
| Keystone Financial Planning, Inc. | 66,907 | $6.99M | 2.69% | +63,181+1,695.7% | Added |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 65,837 | $6.98M | 1.62% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 66,677 | $6.97M | 0.73% | +10,925+19.6% | Added |
| FourThought Financial, LLC | 66,491 | $6.95M | 1.03% | +3,566+5.7% | Added |
| Oak Harvest Investment Services | 66,315 | $6.93M | 1.85% | +1,555+2.4% | Added |
| Perigon Wealth Management, LLC | 66,217 | $6.92M | 0.60% | −2,046−3.0% | Reduced |
| Davis-Rea Ltd. | 66,066 | $6.90M | 4.43% | −67,450−50.5% | Reduced |
| Pioneer Trust Bank N A | 65,893 | $6.89M | 2.34% | +2,894+4.6% | Added |
| Ashton Thomas Private Wealth, LLC | 65,553 | $6.85M | 0.77% | +9,105+16.1% | Added |
| HighTower Trust Services, LTA | 65,412 | $6.84M | 0.75% | +65,412 | New |
| Sara-Bay Financial | 65,395 | $6.83M | 3.80% | +580+0.9% | Added |
| Dynamic Advisor Solutions LLC | 65,349 | $6.83M | 0.52% | +3,937+6.4% | Added |
| Dorchester Wealth Management Co | 65,103 | $6.80M | 1.50% | +1,030+1.6% | Added |
| Aj Wealth Strategies, LLC | 65,009 | $6.79M | 0.40% | +38,415+144.4% | Added |
| Fort Sheridan Advisors LLC | 64,978 | $6.79M | 2.29% | +5,784+9.8% | Added |
| Bernzott Capital Advisors | 64,851 | $6.78M | 0.93% | +40,221+163.3% | Added |
| Hoertkorn Richard Charles | 64,823 | $6.77M | 3.88% | +75+0.1% | Added |
| Wolverine Asset Management LLC | 64,686 | $6.76M | 0.10% | −13,557−17.3% | Reduced |
| BancorpSouth Bank | 64,651 | $6.76M | 0.70% | +52,570+435.1% | Added |
| Farmers National Bank | 64,644 | $6.76M | 2.71% | +1,507+2.4% | Added |
| Hyperion Capital Advisors LP | 64,624 | $6.75M | 3.33% | +64,624 | New |
| Cypress Asset Management Inc | 64,599 | $6.75M | 2.58% | −700−1.1% | Reduced |
| Laurel Wealth Advisors LLC | 64,477 | $6.74M | 1.71% | +2,872+4.7% | Added |
| Hills Bank & Trust Co | 64,411 | $6.73M | 0.99% | +1,053+1.7% | Added |
| Level Four Advisory Services, LLC | 64,308 | $6.72M | 0.65% | +2,774+4.5% | Added |
| HRT Financial LP | 64,217 | $6.71M | 0.07% | −407,632−86.4% | Reduced |
| Fagan Associates, Inc. | 64,165 | $6.71M | 1.87% | +274+0.4% | Added |
| Apollon Wealth Management, LLC | 64,130 | $6.70M | 0.55% | +3,326+5.5% | Added |
| Bridgecreek Investment Management, LLC | 63,740 | $6.66M | 1.42% | +915+1.5% | Added |
| Semmax Financial Advisors Inc. | 50,477 | $6.63M | 2.81% | +13,047+34.9% | Added |
| One Capital Management, LLC | 63,420 | $6.63M | 0.39% | +1,534+2.5% | Added |
| Alerus Financial NA | 63,317 | $6.62M | 0.66% | −27,545−30.3% | Reduced |
| Belpointe Asset Management LLC | 63,270 | $6.61M | 0.45% | −14,575−18.7% | Reduced |
| Savant Capital, LLC | 63,116 | $6.60M | 0.21% | +994+1.6% | Added |
| Wells Trecaso Financial Group, LLC | 62,905 | $6.57M | 3.61% | +678+1.1% | Added |
| Moody National Bank Trust Division | 62,837 | $6.57M | 0.68% | +760+1.2% | Added |
| Douglass Winthrop Advisors, LLC | 62,785 | $6.56M | 0.20% | −722,489−92.0% | Reduced |
| Plimoth Trust Co LLC | 62,724 | $6.55M | 2.27% | −1,267−2.0% | Reduced |
| Walleye Capital LLC | 62,693 | $6.55M | 0.15% | +62,693 | New |
| Geneos Wealth Management Inc. | 62,680 | $6.55M | 0.45% | −24,532−28.1% | Reduced |
| Chicago Capital, LLC | 62,407 | $6.52M | 0.38% | −601−1.0% | Reduced |
| Redpoint Investment Management Pty Ltd | 62,222 | $6.50M | 0.96% | −11,423−15.5% | Reduced |
| Buckingham Strategic Wealth, LLC | 62,180 | $6.50M | 0.13% | +154+0.2% | Added |
| Ritholtz Wealth Management | 62,100 | $6.49M | 0.34% | +21,262+52.1% | Added |
| Sarasin & Partners LLP | 62,061 | $6.49M | 0.09% | −59,183−48.8% | Reduced |
| Meiji Yasuda Life Insurance Co | 62,001 | $6.48M | 0.15% | +5,365+9.5% | Added |