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 |
|---|---|---|---|---|---|
| Pinnacle Wealth Management Advisory Group, LLC | 38,549 | $4.03M | 0.67% | +664+1.8% | Added |
| Sandhill Capital Partners LLC | 38,539 | $4.03M | 0.46% | +715+1.9% | Added |
| Confluence Wealth Services, Inc. | 38,433 | $4.02M | 1.70% | +38,433 | New |
| Magnus Financial Group LLC | 38,425 | $4.01M | 0.77% | +1,585+4.3% | Added |
| Trustcore Financial Services, LLC | 38,352 | $4.01M | 0.38% | +1,441+3.9% | Added |
| Advanced Asset Management Advisors Inc | 38,295 | $4.00M | 1.10% | +10.0% | Added |
| Strategic Wealth Advisors Group, LLC | 38,232 | $4.00M | 0.17% | −10,582−21.7% | Reduced |
| Arden Trust Co | 38,191 | $3.99M | 1.01% | −3,258−7.9% | Reduced |
| Fusion Capital, LLC | 38,173 | $3.99M | 2.60% | +329+0.9% | Added |
| Capital Analysts, LLC | 38,154 | $3.99M | 0.27% | +1,407+3.8% | Added |
| Stillwater Investment Management, LLC | 38,102 | $3.98M | 1.23% | +333+0.9% | Added |
| Sitrin Capital Management LLC | 38,099 | $3.98M | 2.62% | −629−1.6% | Reduced |
| Udine Wealth Management, Inc. | 38,092 | $3.98M | 6.29% | +8,043+26.8% | Added |
| Werlinich Asset Management, LLC | 38,065 | $3.98M | 4.07% | 00.0% | Unchanged |
| Clarius Group, LLC | 38,009 | $3.97M | 0.40% | +1,732+4.8% | Added |
| R.m.sincerbeaux Capital Management LLC | 37,890 | $3.96M | 3.12% | 00.0% | Unchanged |
| Concorde Financial Corp | 37,899 | $3.96M | 2.67% | +250+0.7% | Added |
| Huber Capital Management LLC | 37,883 | $3.96M | 1.11% | −796−2.1% | Reduced |
| Quadrant Capital Group LLC | 37,844 | $3.96M | 0.52% | +3,461+10.1% | Added |
| Source Financial Advisors LLC | 37,834 | $3.95M | 1.57% | −139−0.4% | Reduced |
| Strategic Wealth Partners, Ltd. | 37,810 | $3.95M | 0.84% | +1,064+2.9% | Added |
| Excalibur Management Corp | 37,812 | $3.95M | 2.21% | +851+2.3% | Added |
| Horan Capital Advisors, LLC. | 37,762 | $3.95M | 1.91% | +651+1.8% | Added |
| Founders Capital Management | 37,754 | $3.94M | 3.22% | +953+2.6% | Added |
| Roberts Wealth Advisors, LLC | 36,481 | $3.94M | 1.94% | +12,802+54.1% | Added |
| Checchi Capital Advisers, LLC | 37,538 | $3.92M | 0.43% | −1,274−3.3% | Reduced |
| Boston Research & Management Inc | 37,518 | $3.92M | 1.34% | +3,295+9.6% | Added |
| MSD Partners, L.P. | 37,500 | $3.92M | 0.45% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 37,475 | $3.92M | 0.32% | +430+1.2% | Added |
| Fairfield, Bush & Co. | 37,340 | $3.90M | 2.76% | −2,620−6.6% | Reduced |
| Baader Bank INC | 37,325 | $3.90M | 0.34% | +3,200+9.4% | Added |
| TRUE Private Wealth Advisors | 37,320 | $3.90M | 0.59% | +3,857+11.5% | Added |
| LSV Asset Management | 37,300 | $3.90M | 0.01% | 00.0% | Unchanged |
| Caas Capital Management LP | 37,300 | $3.90M | 0.51% | +23,721+174.7% | Added |
| Country Club Bank | 36,458 | $3.87M | 0.37% | +2,518+7.4% | Added |
| Icon Advisers Inc | 36,887 | $3.85M | 1.05% | −18,053−32.9% | Reduced |
| Kavar Capital Partners Group, LLC | 36,823 | $3.85M | 0.98% | +1,945+5.6% | Added |
| Systematic Alpha Investments, LLC | 36,804 | $3.85M | 0.23% | 00.0% | Unchanged |
| NEIRG Wealth Management, LLC | 36,740 | $3.84M | 0.77% | −1,177−3.1% | Reduced |
| Chemistry Wealth Management LLC | 36,673 | $3.83M | 1.51% | −269−0.7% | Reduced |
| Bogart Wealth, LLC | 36,539 | $3.82M | 0.32% | +7,107+24.1% | Added |
| Stone Point Wealth LLC | 36,456 | $3.81M | 2.34% | +2,450+7.2% | Added |
| MidWestOne Financial Group, Inc. | 36,440 | $3.81M | 0.97% | −32−0.1% | Reduced |
| Arete Wealth Advisors, LLC | 36,396 | $3.80M | 0.37% | +6,892+23.4% | Added |
| Bessemer Securities LLC | 36,329 | $3.80M | 1.37% | −502−1.4% | Reduced |
| Chemung Canal Trust Co | 36,316 | $3.79M | 0.95% | −31−0.1% | Reduced |
| CTC LLC | 36,316 | $3.79M | 0.45% | +36,316 | New |
| Legacy Financial Advisors, Inc. | 36,296 | $3.79M | 0.91% | +935+2.6% | Added |
| Coerente Capital Management | 36,224 | $3.79M | 0.91% | −225−0.6% | Reduced |
| Cigna Investments Inc | 36,123 | $3.77M | 0.84% | −1,824−4.8% | Reduced |
| Varma Mutual Pension Insurance Co | 36,125 | $3.77M | 0.06% | 00.0% | Unchanged |
| Exchange Capital Management, Inc. | 36,117 | $3.77M | 0.88% | −613−1.7% | Reduced |
| Desjardins Global Asset Management Inc. | 36,066 | $3.77M | 0.48% | −7,323−16.9% | Reduced |
| BerganKDV Wealth Management, LLC | 35,995 | $3.76M | 0.45% | +2,079+6.1% | Added |
| Security National Bank | 35,982 | $3.76M | 1.05% | +4,181+13.1% | Added |
| Capital Investment Advisory Services, LLC | 35,969 | $3.76M | 0.49% | +2,341+7.0% | Added |
| Vectors Research Management, LLC | 35,946 | $3.76M | 1.06% | −1,121−3.0% | Reduced |
| ARGI Investment Services, LLC | 35,936 | $3.75M | 0.13% | +1,126+3.2% | Added |
| Duncker Streett & Co Inc | 35,927 | $3.75M | 0.97% | −314−0.9% | Reduced |
| Baugh & Associates, LLC | 35,862 | $3.75M | 2.65% | −47−0.1% | Reduced |
| Bank of New Hampshire | 35,833 | $3.75M | 1.17% | −768−2.1% | Reduced |
| DF Dent & Co Inc | 35,777 | $3.74M | 0.06% | +1,946+5.8% | Added |
| Focus Financial Network, Inc. | 35,747 | $3.74M | 0.32% | −475−1.3% | Reduced |
| Cottage Street Advisors LLC | 35,721 | $3.73M | 3.06% | +29+0.1% | Added |
| Wasatch Advisors Inc | 35,709 | $3.73M | 0.03% | +1,000+2.9% | Added |
| DuPont Capital Management Corp | 35,707 | $3.73M | 0.22% | −35,054−49.5% | Reduced |
| Connable Office Inc | 35,604 | $3.72M | 0.60% | −818−2.2% | Reduced |
| AdvisorNet Financial, Inc | 35,573 | $3.72M | 0.37% | +760+2.2% | Added |
| Augustine Asset Management Inc | 35,548 | $3.71M | 2.44% | +563+1.6% | Added |
| Brick & Kyle, Associates | 35,344 | $3.71M | 2.25% | +313+0.9% | Added |
| Campbell Newman Asset Management Inc | 35,439 | $3.70M | 0.42% | −114,639−76.4% | Reduced |
| Aureus Asset Management, LLC | 35,164 | $3.67M | 0.32% | +6,746+23.7% | Added |
| Nomura Holdings Inc | 33,768 | $3.67M | 0.04% | +21,182+168.3% | Added |
| Washington Trust Advisors, Inc. | 35,064 | $3.66M | 0.34% | +524+1.5% | Added |
| Buckhead Capital Management LLC | 34,994 | $3.66M | 0.95% | −419−1.2% | Reduced |
| IMA Wealth, Inc. | 34,889 | $3.65M | 0.98% | −2,207−5.9% | Reduced |
| First Personal Financial Services | 34,875 | $3.64M | 1.06% | +803+2.4% | Added |
| Eagle Asset Management Inc | 34,863 | $3.64M | 0.02% | −1,741−4.8% | Reduced |
| Equitable Trust Co | 34,811 | $3.64M | 0.30% | +1,200+3.6% | Added |
| Ronald Blue Trust, Inc. | 32,236 | $3.63M | 0.06% | +3,466+12.0% | Added |
| Family Management Corp | 34,717 | $3.63M | 0.97% | −355−1.0% | Reduced |
| Comerica Securities,inc. | 34,658 | $3.62M | 0.30% | +112+0.3% | Added |
| Essex LLC | 34,646 | $3.62M | 1.19% | +151+0.4% | Added |
| Creegan & Nassoura Financial Group, LLC | 34,639 | $3.62M | 3.14% | +1,095+3.3% | Added |
| Grandfield & Dodd, LLC | 34,576 | $3.61M | 0.29% | −200−0.6% | Reduced |
| Jaffetilchin Investment Partners, LLC | 34,494 | $3.60M | 0.46% | +1,872+5.7% | Added |
| Argent Advisors, Inc. | 34,450 | $3.60M | 2.10% | +3,144+10.0% | Added |
| HNP Capital LLC | 34,468 | $3.60M | 1.04% | −992−2.8% | Reduced |
| Brightworth | 34,451 | $3.60M | 0.39% | +3,085+9.8% | Added |
| Abbot Financial Management, Inc. | 34,351 | $3.59M | 2.56% | −7,332−17.6% | Reduced |
| BOK Financial Private Wealth, Inc. | 34,317 | $3.59M | 0.32% | −150.0% | Reduced |
| Close Asset Management Ltd | 34,242 | $3.58M | 0.20% | −1,599−4.5% | Reduced |
| Wealthspire Advisors, LLC | 34,141 | $3.57M | 0.07% | +213+0.6% | Added |
| Johnson Financial Group, Inc. | 30,160 | $3.56M | 0.33% | −11,148−27.0% | Reduced |
| TFG Advisers LLC | 34,067 | $3.56M | 1.99% | +322+1.0% | Added |
| Hixon Zuercher, LLC | 34,012 | $3.55M | 2.27% | +2,818+9.0% | Added |
| E&G Advisors, LP | 33,976 | $3.55M | 1.31% | −676−2.0% | Reduced |
| Strategic Financial Services, Inc, | 33,896 | $3.54M | 0.31% | −444−1.3% | Reduced |
| Brighton Jones LLC | 33,857 | $3.54M | 0.21% | +163+0.5% | Added |
| Bowling Portfolio Management LLC | 33,828 | $3.54M | 0.97% | −7,584−18.3% | Reduced |