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 |
|---|---|---|---|---|---|
| Hallmark Capital Management Inc | 44,554 | $4.66M | 0.46% | −1,867−4.0% | Reduced |
| Patient Capital Management, LLC | 44,450 | $4.64M | 2.36% | +4,350+10.8% | Added |
| SevenBridge Financial Group, LLC | 44,291 | $4.63M | 1.57% | +1,129+2.6% | Added |
| American National Bank | 44,102 | $4.61M | 1.10% | +1,854+4.4% | Added |
| Point72 Europe (London) LLP | 44,100 | $4.61M | 1.47% | +44,100 | New |
| BDO Wealth Advisors, LLC | 44,068 | $4.61M | 0.61% | +910+2.1% | Added |
| Lake Street Advisors Group, LLC | 43,972 | $4.59M | 0.33% | −2,400−5.2% | Reduced |
| Selway Asset Management | 43,797 | $4.58M | 2.67% | −1,123−2.5% | Reduced |
| Canal Capital Management, LLC | 43,554 | $4.55M | 1.33% | +7,143+19.6% | Added |
| Bradley & Co. Private Wealth Management, LLC | 43,439 | $4.54M | 5.41% | +1,453+3.5% | Added |
| Centaurus Financial, Inc. | 43,361 | $4.53M | 0.44% | +536+1.3% | Added |
| Paradigm Asset Management Co LLC | 43,291 | $4.52M | 1.51% | −1,300−2.9% | Reduced |
| Greenline Partners, LLC | 43,282 | $4.52M | 1.03% | −144−0.3% | Reduced |
| Schmidt P J Investment Management Inc | 36,930 | $4.51M | 1.09% | −824−2.2% | Reduced |
| Tokio Marine Asset Management Co Ltd | 43,078 | $4.50M | 0.38% | +4,973+13.1% | Added |
| LeJeune Puetz Investment Counsel LLC | 43,022 | $4.50M | 1.85% | +1,400+3.4% | Added |
| City Holding Co | 42,924 | $4.49M | 0.89% | −257−0.6% | Reduced |
| Bridgewater Advisors Inc. | 42,902 | $4.48M | 1.24% | +5,470+14.6% | Added |
| Boyd Watterson Asset Management LLC | 42,798 | $4.47M | 2.03% | +108+0.3% | Added |
| Harbor Advisory Corp | 42,778 | $4.47M | 2.06% | −1,802−4.0% | Reduced |
| Concentric Wealth Management, LLC | 42,685 | $4.46M | 1.64% | +446+1.1% | Added |
| Laurel Wealth Advisors, Inc. | 43,088 | $4.45M | 0.47% | +1,558+3.8% | Added |
| Philadelphia Trust Co | 42,577 | $4.45M | 0.50% | −3,265−7.1% | Reduced |
| Arjuna Capital | 42,505 | $4.44M | 2.18% | +740+1.8% | Added |
| Schechter Investment Advisors, LLC | 42,355 | $4.43M | 0.44% | +3,700+9.6% | Added |
| First Nebraska Trust Co | 42,336 | $4.42M | 0.63% | +11,825+38.8% | Added |
| Waldron Private Wealth LLC | 42,328 | $4.42M | 0.27% | +1,922+4.8% | Added |
| Granite Investment Partners, LLC | 42,249 | $4.42M | 0.19% | −50−0.1% | Reduced |
| John G Ullman & Associates Inc | 42,251 | $4.42M | 0.77% | +30,138+248.8% | Added |
| Argyle Capital Management Inc. | 42,227 | $4.41M | 1.72% | 00.0% | Unchanged |
| Abbrea Capital, LLC | 42,198 | $4.41M | 0.83% | −813−1.9% | Reduced |
| Northwest Bancshares, Inc. | 42,177 | $4.41M | 1.03% | +480+1.2% | Added |
| Howland Capital Management LLC | 42,178 | $4.41M | 0.28% | +2,665+6.7% | Added |
| Patton Albertson Miller Group, LLC | 42,173 | $4.41M | 0.95% | +2,986+7.6% | Added |
| Hohimer Wealth Management, LLC | 42,128 | $4.40M | 1.41% | +8,430+25.0% | Added |
| GFS Advisors, LLC | 41,959 | $4.38M | 1.05% | +5,886+16.3% | Added |
| Ninety One SA (PTY) Ltd | 41,066 | $4.38M | 1.74% | +35,456+632.0% | Added |
| Avantax Planning Partners, Inc. | 41,901 | $4.38M | 0.20% | +2,142+5.4% | Added |
| Vident Investment Advisory, LLC | 49,016 | $4.37M | 0.14% | +3,787+8.4% | Added |
| Burleson & Company, LLC | 41,861 | $4.37M | 0.95% | +1,308+3.2% | Added |
| Intrust Bank NA | 41,804 | $4.37M | 0.67% | −161−0.4% | Reduced |
| Chicago Trust Co NA | 41,806 | $4.37M | 1.13% | +2,441+6.2% | Added |
| Somerset Trust Co | 41,796 | $4.37M | 2.03% | +105+0.3% | Added |
| McDonald Partners LLC | 41,703 | $4.36M | 1.66% | −15,798−27.5% | Reduced |
| Mitchell Capital Management Co | 41,702 | $4.36M | 1.24% | −305−0.7% | Reduced |
| Wilson Asset Management (International) Pty Ltd | 41,597 | $4.35M | 1.46% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 41,557 | $4.34M | 0.25% | +18,080+77.0% | Added |
| Meeder Asset Management Inc | 41,497 | $4.34M | 0.25% | −1,727−4.0% | Reduced |
| Bristlecone Advisors, LLC | 41,467 | $4.33M | 0.57% | +429+1.0% | Added |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 41,320 | $4.32M | 3.05% | 00.0% | Unchanged |
| Van Strum & Towne Inc. | 41,295 | $4.32M | 1.99% | −165−0.4% | Reduced |
| Bedel Financial Consulting, Inc. | 32,747 | $4.30M | 1.14% | +613+1.9% | Added |
| Moreno Evelyn V | 41,118 | $4.30M | 1.94% | −35,662−46.4% | Reduced |
| Van Hulzen Asset Management, LLC | 41,075 | $4.29M | 0.53% | +800+2.0% | Added |
| QV Investors Inc. | 41,000 | $4.29M | 0.41% | −1,440−3.4% | Reduced |
| Joel Isaacson & Co., LLC | 40,927 | $4.28M | 0.37% | +2,577+6.7% | Added |
| Meritage Portfolio Management | 40,917 | $4.28M | 0.35% | −13,501−24.8% | Reduced |
| Cornercap Investment Counsel Inc | 40,846 | $4.27M | 0.81% | −882−2.1% | Reduced |
| Lincoln Capital Corp | 40,692 | $4.25M | 2.85% | −154−0.4% | Reduced |
| Monticello Wealth Management, LLC | 40,670 | $4.25M | 0.50% | −20.0% | Reduced |
| CPWM, LLC | 40,638 | $4.25M | 0.40% | −6,678−14.1% | Reduced |
| Peloton Wealth Strategists | 40,561 | $4.24M | 2.21% | +112+0.3% | Added |
| Providence Capital Advisors, LLC | 40,514 | $4.23M | 1.27% | +4,347+12.0% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 39,432 | $4.23M | 0.10% | +30,862+360.1% | Added |
| Soltis Investment Advisors LLC | 40,365 | $4.22M | 0.63% | +8,786+27.8% | Added |
| Opus Investment Management Inc | 40,350 | $4.22M | 0.98% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 40,354 | $4.22M | 0.19% | −739−1.8% | Reduced |
| DT Investment Partners, LLC | 40,333 | $4.21M | 0.69% | −3,208−7.4% | Reduced |
| First Washington CORP | 40,233 | $4.20M | 2.12% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 40,164 | $4.20M | 1.50% | +1,571+4.1% | Added |
| David Loasby | 39,949 | $4.19M | 0.68% | +74+0.2% | Added |
| Hedeker Wealth, LLC | 40,133 | $4.19M | 1.63% | +4,275+11.9% | Added |
| Oxford Financial Group Ltd | 40,078 | $4.19M | 0.63% | +353+0.9% | Added |
| Unison Asset Management LLC | 40,079 | $4.19M | 3.77% | +4,150+11.6% | Added |
| Univest Financial Corp | 40,054 | $4.19M | 1.37% | −3,289−7.6% | Reduced |
| United Fire Group Inc | 40,000 | $4.18M | 2.80% | 00.0% | Unchanged |
| Mandatum Life Insurance Co Ltd | 40,000 | $4.18M | 1.33% | 00.0% | Unchanged |
| Monetary Management Group Inc | 39,979 | $4.18M | 1.38% | −400−1.0% | Reduced |
| Shepherd Financial Partners LLC | 39,962 | $4.18M | 0.81% | +825+2.1% | Added |
| Ascent Group, LLC | 33,125 | $4.17M | 0.51% | +1,701+5.4% | Added |
| M Holdings Securities, Inc. | 39,899 | $4.17M | 0.46% | −256−0.6% | Reduced |
| Chronos Wealth Management, LLC | 39,793 | $4.16M | 3.44% | +86+0.2% | Added |
| NewSquare Capital LLC | 39,723 | $4.15M | 0.52% | +2,205+5.9% | Added |
| Consolidated Investment Group LLC | 39,692 | $4.15M | 0.90% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 36,831 | $4.15M | 0.28% | 00.0% | Unchanged |
| White Pine Investment CO | 39,595 | $4.14M | 1.71% | −844−2.1% | Reduced |
| Peterson Wealth Services | 39,562 | $4.13M | 2.93% | +3,444+9.5% | Added |
| Kinneret Advisory, LLC | 39,432 | $4.12M | 0.57% | 00.0% | Unchanged |
| tru Independence LLC | 39,372 | $4.11M | 1.45% | +1,887+5.0% | Added |
| CSS LLC | 39,152 | $4.09M | 0.24% | +5,152+15.2% | Added |
| Mechanics Bank Trust Department | 39,010 | $4.08M | 0.77% | −212−0.5% | Reduced |
| Asset Dedication, LLC | 39,110 | $4.08M | 0.45% | −1,910−4.7% | Reduced |
| Summit Global Investments | 38,970 | $4.07M | 0.38% | +4,787+14.0% | Added |
| Orion Portfolio Solutions, LLC | 38,916 | $4.07M | 0.16% | +9,988+34.5% | Added |
| Budros, Ruhlin & Roe, Inc. | 38,853 | $4.06M | 0.50% | −559−1.4% | Reduced |
| Procyon Private Wealth Partners, LLC | 38,792 | $4.05M | 0.99% | +1,572+4.2% | Added |
| Arkadios Wealth Advisors | 38,798 | $4.05M | 0.62% | +9,732+33.5% | Added |
| Charles Carroll Financial Partners, LLC | 38,725 | $4.05M | 6.53% | −1,900−4.7% | Reduced |
| Colonial Trust Co | 38,586 | $4.03M | 1.29% | +38,586 | New |
| Knights of Columbus Asset Advisors LLC | 38,569 | $4.03M | 0.41% | −9,286−19.4% | Reduced |