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 |
|---|---|---|---|---|---|
| Gyon Technologies Capital Management, LP | 52,367 | $5.47M | 1.71% | +52,367 | New |
| Foster & Motley Inc | 52,351 | $5.47M | 0.52% | −7,280−12.2% | Reduced |
| Lakeview Capital Partners, LLC | 52,336 | $5.47M | 2.15% | +17,106+48.6% | Added |
| Lombard Odier Asset Management (USA) Corp | 52,339 | $5.47M | 0.78% | +33,543+178.5% | Added |
| Clear Harbor Asset Management, LLC | 52,274 | $5.46M | 0.76% | −9,001−14.7% | Reduced |
| EagleClaw Capital Managment, LLC | 52,172 | $5.45M | 1.53% | +1,168+2.3% | Added |
| American Trust | 52,067 | $5.44M | 0.46% | −3,082−5.6% | Reduced |
| Metis Global Partners, LLC | 51,940 | $5.43M | 0.87% | +3,357+6.9% | Added |
| Ballentine Partners, LLC | 51,929 | $5.43M | 0.19% | +5,719+12.4% | Added |
| Veriti Management LLC | 51,769 | $5.41M | 0.79% | −2,263−4.2% | Reduced |
| EFG Asset Management (Americas) Corp. | 51,620 | $5.41M | 1.37% | −19,775−27.7% | Reduced |
| Covington Investment Advisors Inc. | 51,445 | $5.38M | 1.39% | +2,819+5.8% | Added |
| Essex Financial Services, Inc. | 51,325 | $5.36M | 0.64% | +301+0.6% | Added |
| Schulhoff & Co Inc | 51,219 | $5.35M | 2.79% | +1,082+2.2% | Added |
| Strategic Wealth Designers | 51,183 | $5.35M | 1.54% | +5,710+12.6% | Added |
| Bridge Creek Capital Management LLC | 51,115 | $5.34M | 2.30% | +1,656+3.3% | Added |
| American Money Management, LLC | 51,087 | $5.34M | 1.63% | +2,224+4.6% | Added |
| Avitas Wealth Management LLC | 50,982 | $5.33M | 1.22% | +604+1.2% | Added |
| Axxcess Wealth Management, LLC | 50,810 | $5.31M | 0.53% | +1,894+3.9% | Added |
| JB Capital LLC | 50,780 | $5.31M | 0.58% | +16,772+49.3% | Added |
| Gibraltar Capital Management, Inc. | 50,711 | $5.30M | 2.71% | +2,082+4.3% | Added |
| B & T Capital Management DBA Alpha Capital Management | 50,568 | $5.28M | 1.40% | +2,072+4.3% | Added |
| Harrell Investment Partners, LLC | 50,544 | $5.28M | 2.21% | +1,363+2.8% | Added |
| Roundview Capital LLC | 50,532 | $5.28M | 0.67% | +341+0.7% | Added |
| McRae Capital Management Inc | 50,516 | $5.28M | 1.61% | +750+1.5% | Added |
| FDx Advisors, Inc. | 50,418 | $5.27M | 0.24% | −42,246−45.6% | Reduced |
| IHT Wealth Management, LLC | 50,353 | $5.26M | 0.40% | +7,795+18.3% | Added |
| Ami Investment Management Inc | 50,255 | $5.25M | 3.06% | −864−1.7% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 50,079 | $5.23M | 1.62% | −4,523−8.3% | Reduced |
| Bizma Investimentos Ltda | 50,000 | $5.22M | 3.64% | 00.0% | Unchanged |
| Journey Advisory Group, LLC | 50,000 | $5.22M | 1.33% | +3,792+8.2% | Added |
| Dana Investment Advisors, Inc. | 49,992 | $5.22M | 0.30% | −98,121−66.2% | Reduced |
| Exchange Traded Concepts, LLC | 49,806 | $5.21M | 0.17% | +5,000+11.2% | Added |
| Sargent Bickham Lagudis LLC | 49,746 | $5.20M | 0.46% | −971−1.9% | Reduced |
| Institutional & Family Asset Management, LLC | 49,738 | $5.20M | 0.94% | +10,992+28.4% | Added |
| Pariax, LLC | 49,420 | $5.16M | 5.93% | +439+0.9% | Added |
| Baldwin Investment Management, LLC | 49,371 | $5.16M | 1.99% | −991−2.0% | Reduced |
| Aviance Capital Partners, LLC | 49,347 | $5.16M | 1.28% | −834−1.7% | Reduced |
| Goelzer Investment Management, Inc. | 49,318 | $5.15M | 0.51% | −12,714−20.5% | Reduced |
| Brave Asset Management Inc | 49,306 | $5.15M | 2.65% | +2,771+6.0% | Added |
| Red Door Wealth Management, LLC | 49,073 | $5.13M | 1.94% | +1,890+4.0% | Added |
| GDS Wealth Management | 48,905 | $5.11M | 1.14% | +2,201+4.7% | Added |
| Elk River Wealth Management, LLC | 48,748 | $5.09M | 1.34% | +815+1.7% | Added |
| Frisch Financial Group, Inc. | 48,738 | $5.09M | 2.16% | +449+0.9% | Added |
| Adalta Capital Management LLC | 48,599 | $5.08M | 3.65% | 00.0% | Unchanged |
| Harbour Capital Advisors, LLC | 48,313 | $5.07M | 1.76% | −181−0.4% | Reduced |
| Garland Capital Management Inc | 48,470 | $5.07M | 4.41% | +1,175+2.5% | Added |
| Baker Ellis Asset Management LLC | 48,343 | $5.05M | 1.10% | +1,994+4.3% | Added |
| Whalerock Point Partners, LLC | 48,277 | $5.04M | 2.22% | +452+0.9% | Added |
| Wittenberg Investment Management, Inc. | 48,182 | $5.04M | 2.14% | −110−0.2% | Reduced |
| Beacon Financial Group | 47,415 | $5.03M | 0.78% | +253+0.5% | Added |
| Rpo LLC | 48,007 | $5.02M | 1.31% | +11,300+30.8% | Added |
| Wright Investors Service Inc | 47,991 | $5.01M | 1.58% | −4,503−8.6% | Reduced |
| Toroso Investments, LLC | 47,851 | $5.00M | 0.21% | +14,661+44.2% | Added |
| Wellington Shields & Co., LLC | 47,840 | $5.00M | 2.18% | +30+0.1% | Added |
| Wintrust Investments LLC | 47,801 | $5.00M | 0.63% | +220.0% | Added |
| Horizon Investments, LLC | 48,176 | $4.99M | 0.16% | +21,477+80.4% | Added |
| Merit Financial Group, LLC | 47,704 | $4.99M | 0.22% | −15,821−24.9% | Reduced |
| McKinley Capital Management LLC /Delaware | 47,670 | $4.98M | 0.68% | 00.0% | Unchanged |
| Cumberland Advisors Inc | 47,615 | $4.98M | 1.98% | −200−0.4% | Reduced |
| Buckingham Capital Management, Inc. | 47,472 | $4.96M | 0.96% | −10,213−17.7% | Reduced |
| Citizens National Bank Trust Department | 47,453 | $4.96M | 1.53% | −2,210−4.4% | Reduced |
| Ascent Wealth Partners, LLC | 47,351 | $4.95M | 1.18% | −4,044−7.9% | Reduced |
| PFG Advisors | 47,341 | $4.95M | 0.57% | +3,840+8.8% | Added |
| Stony Point Wealth Management Inc. | 47,248 | $4.94M | 3.66% | −2,120−4.3% | Reduced |
| Westfield Capital Management Co LP | 47,238 | $4.94M | 0.04% | −1,013−2.1% | Reduced |
| Ipswich Investment Management Co., Inc. | 47,037 | $4.92M | 1.56% | −1,904−3.9% | Reduced |
| Berkshire Bank | 46,751 | $4.88M | 1.49% | −86−0.2% | Reduced |
| Smithbridge Asset Management Inc | 46,646 | $4.87M | 2.00% | +1,461+3.2% | Added |
| Souders Financial Advisors | 46,570 | $4.87M | 1.32% | +2,641+6.0% | Added |
| Asset Planning Services Inc | 46,532 | $4.86M | 3.42% | −100−0.2% | Reduced |
| Davy Global Fund Management Ltd | 46,522 | $4.86M | 1.09% | +685+1.5% | Added |
| Sound View Wealth Advisors Group, LLC | 46,357 | $4.84M | 1.09% | −2,789−5.7% | Reduced |
| Community Bank & Trust, Waco, Texas | 46,353 | $4.84M | 1.72% | +402+0.9% | Added |
| Marietta Wealth Management, LLC | 46,355 | $4.84M | 1.21% | +2,348+5.3% | Added |
| Parthenon LLC | 46,161 | $4.82M | 0.87% | −1,431−3.0% | Reduced |
| Brown Miller Wealth Management, LLC | 46,066 | $4.81M | 3.41% | +1,743+3.9% | Added |
| RBF Capital, LLC | 46,000 | $4.81M | 0.41% | 00.0% | Unchanged |
| Gamble Jones Investment Counsel | 45,914 | $4.80M | 0.39% | +1,917+4.4% | Added |
| Two Sigma Securities, LLC | 45,881 | $4.79M | 0.68% | +37,160+426.1% | Added |
| Shorepoint Capital Partners LLC | 45,867 | $4.79M | 2.29% | +2,379+5.5% | Added |
| Fluent Financial, LLC | 45,755 | $4.78M | 2.62% | +4,371+10.6% | Added |
| Principal Street Partners, LLC | 45,718 | $4.78M | 1.27% | +4,334+10.5% | Added |
| LVW Advisors, LLC | 45,675 | $4.77M | 1.08% | +2,009+4.6% | Added |
| Farmers & Merchants Trust Co of Long Beach | 45,628 | $4.77M | 1.49% | +278+0.6% | Added |
| Wipfli Financial Advisors LLC, | 45,616 | $4.77M | 0.34% | +45,616 | New |
| Private Trust Co NA | 45,471 | $4.75M | 0.77% | −683−1.5% | Reduced |
| Jacobi Capital Management LLC | 45,474 | $4.75M | 0.65% | +4,908+12.1% | Added |
| Highlander Partners, L.P. | 45,400 | $4.74M | 7.06% | +16,400+56.6% | Added |
| Alpha Omega Wealth Management LLC | 45,318 | $4.74M | 0.90% | +1,162+2.6% | Added |
| Cornerstone Wealth Group, LLC | 45,314 | $4.74M | 1.05% | +3,414+8.1% | Added |
| RFG Advisory, LLC | 35,923 | $4.72M | 0.27% | −3,014−7.7% | Reduced |
| Stokes Capital Advisors, LLC | 45,127 | $4.72M | 1.75% | +2,883+6.8% | Added |
| Traynor Capital Management, Inc. | 45,125 | $4.71M | 0.84% | −2,551−5.4% | Reduced |
| Nelson Capital Management, LLC | 45,051 | $4.71M | 1.38% | −669−1.5% | Reduced |
| Parkwood LLC | 45,042 | $4.71M | 1.00% | +1,339+3.1% | Added |
| Compton Capital Management Inc | 44,989 | $4.70M | 3.15% | −4,651−9.4% | Reduced |
| Meridian Wealth Advisors, LLC | 44,834 | $4.68M | 1.32% | −2,198−4.7% | Reduced |
| Strategic Advisors LLC | 44,785 | $4.68M | 1.04% | +516+1.2% | Added |
| Guyasuta Investment Advisors Inc | 44,673 | $4.67M | 0.40% | −700−1.5% | Reduced |