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; 5,158 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 | 5,158 | $643.7B |
| Q1 2026 | 5,103 | $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 | 4,680 | $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 | 3,710 | $297.0B |
| Q2 2023 | 3,672 | $297.6B |
| Q1 2023 | 3,612 | $266.3B |
| Q4 2022 | 3,628 | $278.3B |
| Q3 2022 | 3,395 | $212.9B |
| Q2 2022 | 3,427 | $229.3B |
| Q1 2022 | 3,519 | $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 |
|---|---|---|---|---|---|
| Mark Stevens | 61,981 | $6.48M | 0.91% | −4,781−7.2% | Reduced |
| Inlet Private Wealth, LLC | 61,960 | $6.47M | 1.93% | +1,503+2.5% | Added |
| ExodusPoint Capital Management, LP | 61,946 | $6.47M | 0.09% | −143,543−69.9% | Reduced |
| BKD Wealth Advisors, LLC | 61,920 | $6.47M | 0.26% | +2,949+5.0% | Added |
| Sigma Investment Counselors Inc | 61,795 | $6.46M | 0.55% | −171−0.3% | Reduced |
| Pitcairn Co | 26,722 | $6.45M | 0.72% | −1,131−4.1% | Reduced |
| Ropes Wealth Advisors LLC | 61,694 | $6.45M | 1.35% | +2,976+5.1% | Added |
| Old Second National Bank of Aurora | 61,622 | $6.44M | 1.98% | −1,193−1.9% | Reduced |
| Baldwin Brothers Inc | 61,543 | $6.43M | 0.89% | −2,506−3.9% | Reduced |
| Sowell Financial Services LLC | 61,433 | $6.42M | 0.65% | +2,712+4.6% | Added |
| Gladstone Institutional Advisory LLC | 61,286 | $6.40M | 0.50% | +2,598+4.4% | Added |
| Camden National Bank | 60,992 | $6.37M | 1.42% | −240.0% | Reduced |
| Carmel Capital Management L.L.C. | 60,923 | $6.37M | 4.16% | +2,105+3.6% | Added |
| Credit Agricole S A | 60,840 | $6.36M | 0.21% | −10,164−14.3% | Reduced |
| Edgar Lomax Co | 60,845 | $6.36M | 0.44% | −605−1.0% | Reduced |
| Naples Global Advisors, LLC | 60,792 | $6.35M | 0.87% | +1,854+3.1% | Added |
| Cary Street Partner Investment Advisory LLC | 60,761 | $6.35M | 0.52% | +6,596+12.2% | Added |
| Venator Management LLC | 60,733 | $6.35M | 2.71% | −565−0.9% | Reduced |
| Hartford Financial Management Inc. | 60,598 | $6.33M | 1.86% | +1,255+2.1% | Added |
| Perennial Advisors, LLC | 60,510 | $6.32M | 2.07% | +375+0.6% | Added |
| Stokes Family Office, LLC | 60,414 | $6.31M | 0.90% | +1,784+3.0% | Added |
| Citizens Business Bank | 60,258 | $6.30M | 1.54% | −32,394−35.0% | Reduced |
| Boyar Asset Management Inc. | 60,153 | $6.29M | 5.18% | +2,716+4.7% | Added |
| Hennion & Walsh Asset Management, Inc. | 60,049 | $6.28M | 0.41% | −1,439−2.3% | Reduced |
| Nwi Management LP | 60,000 | $6.27M | 1.35% | 00.0% | Unchanged |
| Boston Financial Mangement LLC | 59,877 | $6.26M | 0.27% | +29,102+94.6% | Added |
| Walter & Keenan Financial Consulting Co | 59,562 | $6.22M | 2.64% | +7,336+14.0% | Added |
| Sumitomo Life Insurance Co | 59,441 | $6.21M | 0.26% | −4,795−7.5% | Reduced |
| Security Asset Management | 59,436 | $6.21M | 3.73% | −293−0.5% | Reduced |
| Terry L. Blaker | 59,372 | $6.21M | 0.62% | +1,792+3.1% | Added |
| Zuckerman Investment Group, LLC | 59,192 | $6.19M | 1.16% | +26,321+80.1% | Added |
| Independent Investors Inc | 59,149 | $6.18M | 1.76% | 00.0% | Unchanged |
| Live Oak Private Wealth LLC | 59,131 | $6.18M | 1.39% | +1,873+3.3% | Added |
| Fulcrum Capital LLC | 59,119 | $6.18M | 1.83% | −550−0.9% | Reduced |
| Cipher Capital LP | 59,115 | $6.18M | 1.00% | +44,794+312.8% | Added |
| XML Financial, LLC | 59,041 | $6.17M | 0.86% | +38,086+181.8% | Added |
| Bard Financial Services, Inc. | 59,015 | $6.17M | 0.58% | +500+0.9% | Added |
| Bank of Hawaii | 58,998 | $6.17M | 0.42% | −320−0.5% | Reduced |
| Gifford Fong Associates | 58,800 | $6.14M | 1.52% | 00.0% | Unchanged |
| Power Corp of Canada | 58,785 | $6.14M | 0.91% | 00.0% | Unchanged |
| Royal Fund Management, LLC | 58,526 | $6.12M | 1.13% | −2,443−4.0% | Reduced |
| Thoroughbred Financial Services, LLC | 58,450 | $6.11M | 1.16% | −678−1.1% | Reduced |
| Lynch & Associates | 58,388 | $6.10M | 1.79% | +1,954+3.5% | Added |
| Harvey Capital Management Inc | 57,852 | $6.04M | 2.62% | −440−0.8% | Reduced |
| North Star Asset Management Inc | 57,794 | $6.04M | 0.41% | +1,895+3.4% | Added |
| Stolper Co | 57,785 | $6.04M | 2.98% | +1,580+2.8% | Added |
| Profund Advisors LLC | 57,754 | $6.04M | 0.43% | −1,624−2.7% | Reduced |
| Princeton Global Asset Management LLC | 57,680 | $6.03M | 2.10% | −223−0.4% | Reduced |
| Arrow Financial Corp | 57,661 | $6.03M | 0.88% | +90.0% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 57,567 | $6.02M | 0.08% | −80.0% | Reduced |
| Rocky Mountain Advisers, LLC | 57,516 | $6.01M | 7.82% | +250.0% | Added |
| Cyrus J. Lawrence, LLC | 57,488 | $6.01M | 1.78% | −256−0.4% | Reduced |
| Apriem Advisors | 57,355 | $5.99M | 1.08% | 00.0% | Unchanged |
| HAP Trading, LLC | 57,321 | $5.99M | 0.77% | +38,545+205.3% | Added |
| Fulton Bank, N.A. | 57,317 | $5.99M | 0.36% | +14,092+32.6% | Added |
| Paradiem, LLC | 57,266 | $5.98M | 2.31% | 00.0% | Unchanged |
| Mengis Capital Management, Inc. | 57,115 | $5.97M | 1.41% | −3,353−5.5% | Reduced |
| Family Capital Trust Co | 57,017 | $5.96M | 2.73% | −60−0.1% | Reduced |
| Andesa Financial Management Inc. | 56,919 | $5.94M | 2.08% | +27,633+94.4% | Added |
| Mirador Capital Partners LP | 56,783 | $5.93M | 1.43% | +276+0.5% | Added |
| Cutler Investment Counsel LLC | 56,358 | $5.89M | 0.98% | −124−0.2% | Reduced |
| Pathstone Family Office, LLC | 54,402 | $5.83M | 0.11% | +21,635+66.0% | Added |
| Autus Asset Management, LLC | 55,802 | $5.83M | 1.12% | +177+0.3% | Added |
| Bray Capital Advisors | 55,802 | $5.83M | 1.83% | +277+0.5% | Added |
| McGinn Investment Management, Inc. | 55,733 | $5.82M | 5.01% | +246+0.4% | Added |
| Boyer & Corporon Wealth Management, LLC | 55,697 | $5.82M | 2.11% | +1,298+2.4% | Added |
| Martin Capital Partners, LLC | 55,627 | $5.81M | 2.70% | +4,823+9.5% | Added |
| KG&L Capital Management,LLC | 55,552 | $5.80M | 3.28% | +571+1.0% | Added |
| Next Level Private LLC | 52,558 | $5.80M | 5.11% | +15,616+42.3% | Added |
| Pine Ridge Advisers LLC | 55,500 | $5.80M | 1.80% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 54,691 | $5.80M | 0.08% | −47,838−46.7% | Reduced |
| M&R Capital Management Inc | 55,362 | $5.79M | 1.63% | +34+0.1% | Added |
| Fundamentun, LLC | 55,319 | $5.78M | 1.17% | −4,422−7.4% | Reduced |
| Vestor Capital, LLC | 55,167 | $5.76M | 0.76% | −26,317−32.3% | Reduced |
| Bangor Savings Bank | 55,103 | $5.76M | 0.66% | +2,486+4.7% | Added |
| Wealth Advisory Solutions, LLC | 55,015 | $5.75M | 1.59% | −449−0.8% | Reduced |
| Rench Wealth Management, Inc. | 54,945 | $5.74M | 3.22% | +425+0.8% | Added |
| First Western Trust Bank | 54,875 | $5.74M | 0.39% | −1,795−3.2% | Reduced |
| Quantbot Technologies LP | 54,634 | $5.71M | 0.43% | +54,634 | New |
| Investment Management of Virginia LLC | 54,567 | $5.70M | 1.23% | +831+1.5% | Added |
| WESPAC Advisors SoCal, LLC | 45,269 | $5.70M | 2.38% | +45,269 | New |
| First Interstate Bank | 54,517 | $5.70M | 0.46% | +2,920+5.7% | Added |
| Global Retirement Partners, LLC | 45,249 | $5.70M | 0.43% | +2,307+5.4% | Added |
| River Wealth Advisors LLC | 54,226 | $5.67M | 1.22% | −4,097−7.0% | Reduced |
| Saber Capital Managment, LLC | 54,216 | $5.67M | 6.12% | +54,216 | New |
| Sompo Asset Management Co., Ltd. | 54,110 | $5.65M | 1.44% | +1,230+2.3% | Added |
| Miracle Mile Advisors, LLC | 54,097 | $5.65M | 0.26% | +1,712+3.3% | Added |
| Buck Wealth Strategies, LLC | 38,897 | $5.64M | 2.64% | +38,897 | New |
| Radnor Capital Management, LLC | 53,940 | $5.64M | 1.63% | −180−0.3% | Reduced |
| Capstone Financial Advisors, Inc. | 53,845 | $5.63M | 0.52% | +738+1.4% | Added |
| Ballast Advisors LLC | 53,609 | $5.60M | 2.62% | +944+1.8% | Added |
| Cardinal Capital Management | 53,529 | $5.59M | 1.32% | +1,165+2.2% | Added |
| Signaturefd, LLC | 53,421 | $5.58M | 0.19% | +3,664+7.4% | Added |
| Pacific Global Investment Management CO | 53,308 | $5.57M | 1.35% | +650+1.2% | Added |
| Pittenger & Anderson Inc | 53,262 | $5.57M | 0.33% | +2,681+5.3% | Added |
| Redmond Asset Management, LLC | 53,234 | $5.56M | 2.07% | +276+0.5% | Added |
| First Hawaiian Bank | 52,894 | $5.53M | 0.21% | +1,296+2.5% | Added |
| Windward Capital Management Co | 52,821 | $5.52M | 0.62% | +65+0.1% | Added |
| Harbor Investment Advisory, LLC | 52,741 | $5.51M | 0.91% | −1,127−2.1% | Reduced |
| HGK Asset Management Inc | 52,709 | $5.51M | 2.05% | +4,516+9.4% | Added |