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 |
|---|---|---|---|---|---|
| Meridian Management Co | 33,811 | $3.53M | 1.41% | +549+1.7% | Added |
| Dividend Assets Capital, LLC | 33,779 | $3.53M | 0.81% | +9,132+37.1% | Added |
| Summit Financial, LLC | 33,744 | $3.53M | 0.33% | +3,050+9.9% | Added |
| SOL Capital Management CO | 33,707 | $3.52M | 0.73% | +520+1.6% | Added |
| Sawtooth Solutions, LLC | 33,694 | $3.52M | 0.51% | +4,158+14.1% | Added |
| Ahl Investment Management, Inc. | 33,679 | $3.52M | 3.62% | +1,120+3.4% | Added |
| Walled Lake Planning & Wealth Management, LLC | 33,635 | $3.52M | 2.46% | +1,227+3.8% | Added |
| Parcion Private Wealth LLC | 33,619 | $3.51M | 0.40% | +2,635+8.5% | Added |
| Mitchell McLeod Pugh & Williams Inc | 33,525 | $3.50M | 1.35% | +923+2.8% | Added |
| Headinvest, LLC | 33,471 | $3.50M | 0.84% | −631−1.9% | Reduced |
| NTV Asset Management LLC | 33,446 | $3.50M | 0.74% | +160.0% | Added |
| Pinnacle Bancorp, Inc. | 33,349 | $3.48M | 1.50% | +49+0.1% | Added |
| Annex Advisory Services, LLC | 33,270 | $3.48M | 0.23% | −705−2.1% | Reduced |
| Trust Asset Management LLC | 33,258 | $3.48M | 0.47% | +2,198+7.1% | Added |
| Lincoln Capital LLC | 33,233 | $3.47M | 1.08% | +90.0% | Added |
| Monarch Capital Management Inc | 33,228 | $3.47M | 1.13% | −87−0.3% | Reduced |
| SeaCrest Wealth Management, LLC | 33,102 | $3.46M | 0.52% | −110.0% | Reduced |
| Laidlaw Wealth Management LLC | 33,085 | $3.46M | 0.81% | +136+0.4% | Added |
| Capital Insight Partners, LLC | 33,079 | $3.46M | 0.93% | +547+1.7% | Added |
| Kentucky Farm Bureau Mutual Insurance Co | 33,000 | $3.45M | 1.17% | 00.0% | Unchanged |
| Allen Capital Group, LLC | 32,864 | $3.43M | 0.79% | +2,269+7.4% | Added |
| Invenomic Capital Management LP | 32,847 | $3.43M | 0.30% | +32,847 | New |
| Paradigm Financial Partners, LLC | 31,705 | $3.43M | 1.06% | +20.0% | Added |
| Patten Group, Inc. | 32,278 | $3.42M | 1.18% | −163−0.5% | Reduced |
| Redwood Investments, LLC | 32,704 | $3.42M | 0.46% | −1,450−4.2% | Reduced |
| Cary Street Partners Asset Management LLC | 32,641 | $3.41M | 0.82% | +1,113+3.5% | Added |
| PDS Planning, Inc | 32,630 | $3.41M | 0.62% | +672+2.1% | Added |
| Spire Wealth Management | 32,613 | $3.41M | 0.21% | −28,566−46.7% | Reduced |
| CAPROCK Group, Inc. | 32,615 | $3.41M | 0.33% | +969+3.1% | Added |
| Marcum Wealth, LLC | 32,616 | $3.41M | 0.52% | +1,094+3.5% | Added |
| Bell & Brown Wealth Advisors, LLC | 32,577 | $3.40M | 2.10% | −350−1.1% | Reduced |
| apricus wealth, LLC | 32,551 | $3.40M | 3.38% | +1,715+5.6% | Added |
| MTM Investment Management, LLC | 32,549 | $3.40M | 1.93% | +535+1.7% | Added |
| Financial Advisory Partners, LLC | 32,536 | $3.40M | 1.48% | +317+1.0% | Added |
| Westover Capital Advisors, LLC | 32,536 | $3.40M | 1.30% | −86−0.3% | Reduced |
| Family Legacy, Inc. | 32,481 | $3.39M | 1.71% | +448+1.4% | Added |
| Bill Few Associates, Inc. | 32,446 | $3.39M | 2.29% | +185+0.6% | Added |
| Exencial Wealth Advisors, LLC | 32,359 | $3.38M | 0.21% | −2,140−6.2% | Reduced |
| Wealth Effects LLC | 32,322 | $3.38M | 2.07% | +179+0.6% | Added |
| Synergy Financial Management, LLC | 32,295 | $3.38M | 0.91% | +32,295 | New |
| Romano Brothers and Company | 32,155 | $3.36M | 0.54% | +32,155 | New |
| Capital Asset Advisory Services LLC | 32,120 | $3.36M | 0.44% | +1,743+5.7% | Added |
| Churchill Management Corp | 31,970 | $3.34M | 0.09% | −19,285−37.6% | Reduced |
| Hamilton Point Investment Advisors, LLC | 31,973 | $3.34M | 1.02% | +1,012+3.3% | Added |
| Forte Capital LLC | 31,916 | $3.33M | 0.60% | −301−0.9% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 31,895 | $3.33M | 0.05% | 00.0% | Unchanged |
| RBA Wealth Management, LLC | 31,832 | $3.33M | 1.92% | +846+2.7% | Added |
| J.W. Cole Advisors, Inc. | 31,814 | $3.33M | 0.28% | +873+2.8% | Added |
| Bank Ozk | 31,773 | $3.32M | 1.80% | +96+0.3% | Added |
| Lee Danner & Bass Inc | 31,739 | $3.32M | 0.35% | −149−0.5% | Reduced |
| Virtu Financial LLC | 31,721 | $3.31M | 0.30% | +16,303+105.7% | Added |
| Claro Advisors LLC | 29,407 | $3.31M | 1.32% | 00.0% | Unchanged |
| Townsend Asset Management Corp | 31,663 | $3.31M | 1.86% | −1,203−3.7% | Reduced |
| Duff & Phelps Investment Management Co | 31,665 | $3.31M | 0.04% | 00.0% | Unchanged |
| Cohen Lawrence B | 31,639 | $3.31M | 2.55% | +438+1.4% | Added |
| Scissortail Wealth Management, LLC | 25,918 | $3.29M | 1.71% | +3,241+14.3% | Added |
| Lafayette Investments, Inc. | 31,478 | $3.29M | 1.02% | −1,477−4.5% | Reduced |
| Investors Asset Management of Georgia Inc | 31,450 | $3.29M | 1.69% | +592+1.9% | Added |
| High Note Wealth, LLC | 26,374 | $3.29M | 1.31% | −162−0.6% | Reduced |
| Silvant Capital Management LLC | 31,411 | $3.28M | 0.22% | −274−0.9% | Reduced |
| Flagship Harbor Advisors, LLC | 31,372 | $3.28M | 0.38% | +721+2.4% | Added |
| Consolidated Planning Corp | 31,356 | $3.28M | 1.02% | −117−0.4% | Reduced |
| Ameritas Advisory Services, LLC | 31,338 | $3.27M | 0.20% | +590+1.9% | Added |
| Atlantic Trust, LLC | 31,344 | $3.27M | 1.14% | +3,737+13.5% | Added |
| Green Square Capital Advisors LLC | 31,249 | $3.27M | 0.58% | +562+1.8% | Added |
| Strategic Blueprint, LLC | 31,244 | $3.27M | 0.41% | +1,580+5.3% | Added |
| Centre Asset Management, LLC | 31,212 | $3.26M | 0.90% | −122−0.4% | Reduced |
| Brooks, Moore & Associates, Inc. | 31,179 | $3.26M | 2.64% | +211+0.7% | Added |
| NatWest Group plc | 31,151 | $3.26M | 1.89% | −7,259−18.9% | Reduced |
| Blue Zone Wealth Advisors, LLC | 31,068 | $3.25M | 1.68% | −66−0.2% | Reduced |
| GM Advisory Group, Inc. | 31,047 | $3.24M | 0.41% | −224−0.7% | Reduced |
| Addison Capital Co | 31,043 | $3.24M | 2.01% | −50.0% | Reduced |
| Butensky & Cohen Financial Security, Inc | 31,018 | $3.24M | 1.35% | +6,363+25.8% | Added |
| Independent Financial Group, LLC | 30,960 | $3.24M | 0.29% | +3,699+13.6% | Added |
| Change Path, LLC | 30,940 | $3.23M | 0.19% | +1,896+6.5% | Added |
| Stratos Wealth Advisors, LLC | 30,868 | $3.23M | 0.34% | −17,065−35.6% | Reduced |
| Triangle Securities Wealth Management | 30,874 | $3.23M | 1.32% | −548−1.7% | Reduced |
| Account Management LLC | 30,790 | $3.22M | 4.37% | −290−0.9% | Reduced |
| Nixon Peabody Trust Co | 30,571 | $3.19M | 2.71% | −17,495−36.4% | Reduced |
| Pendal Group Limited | 30,560 | $3.19M | 0.03% | −16,112−34.5% | Reduced |
| Pegasus Asset Management, Inc. | 30,537 | $3.19M | 1.80% | −396−1.3% | Reduced |
| Nikulski Financial, Inc. | 30,519 | $3.19M | 1.65% | +553+1.8% | Added |
| Sheets Smith Wealth Management | 30,496 | $3.19M | 0.53% | +4,037+15.3% | Added |
| Congress Park Capital LLC | 30,262 | $3.16M | 2.09% | −415−1.4% | Reduced |
| Brookmont Capital Management | 30,229 | $3.16M | 2.19% | +2,331+8.4% | Added |
| Kore Private Wealth LLC | 30,218 | $3.16M | 0.57% | −461−1.5% | Reduced |
| Quantinno Capital Management LP | 30,184 | $3.15M | 0.41% | +9,830+48.3% | Added |
| 683 Capital Management, LLC | 30,000 | $3.14M | 0.25% | +30,000 | New |
| Monetta Financial Services Inc | 30,000 | $3.13M | 3.57% | 00.0% | Unchanged |
| Allen Holding Inc | 30,000 | $3.13M | 0.49% | 00.0% | Unchanged |
| Bleichroeder LP | 30,000 | $3.13M | 0.65% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 29,954 | $3.13M | 0.54% | +4,402+17.2% | Added |
| Montecito Bank & Trust | 29,896 | $3.12M | 0.81% | −4,738−13.7% | Reduced |
| Weil Company, Inc. | 29,863 | $3.12M | 1.92% | +1,202+4.2% | Added |
| Long Run Wealth Advisors, LLC | 29,864 | $3.12M | 1.24% | +7,431+33.1% | Added |
| Lauterbach Financial Advisors, LLC | 29,859 | $3.12M | 3.18% | −1,007−3.3% | Reduced |
| IFG Advisory, LLC | 29,860 | $3.12M | 0.28% | +9,280+45.1% | Added |
| K.J. Harrison & Partners Inc | 26,805 | $3.12M | 1.10% | −5,200−16.2% | Reduced |
| Zevenbergen Capital Investments LLC | 29,778 | $3.11M | 0.09% | +1,020+3.5% | Added |
| Herold Advisors, Inc. | 29,732 | $3.11M | 1.51% | +679+2.3% | Added |