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 |
|---|---|---|---|---|---|
| Amarillo National Bank | 29,718 | $3.11M | 0.72% | +145+0.5% | Added |
| Supplemental Annuity Collective Trust of NJ | 29,700 | $3.10M | 1.36% | 00.0% | Unchanged |
| Atlas Brown,Inc. | 29,680 | $3.10M | 1.58% | +1,071+3.7% | Added |
| Lindbrook Capital, LLC | 29,688 | $3.10M | 0.52% | +1,441+5.1% | Added |
| Citizens & Northern Corp | 29,632 | $3.10M | 1.45% | +67+0.2% | Added |
| Brandywine Oak Private Wealth LLC | 29,414 | $3.07M | 0.42% | −469−1.6% | Reduced |
| Hengehold Capital Management LLC | 29,335 | $3.07M | 0.47% | +746+2.6% | Added |
| West Branch Capital LLC | 29,294 | $3.06M | 1.90% | −17−0.1% | Reduced |
| Valley National Advisers Inc | 25,754 | $3.06M | 0.64% | +3,079+13.6% | Added |
| Regal Investment Advisors LLC | 29,244 | $3.06M | 0.33% | −266−0.9% | Reduced |
| Dean Investment Associates, LLC | 29,225 | $3.05M | 0.62% | +23,317+394.7% | Added |
| McBroom & Associates, LLC | 29,147 | $3.05M | 3.44% | −1,025−3.4% | Reduced |
| Old Port Advisors | 27,582 | $3.04M | 1.21% | +256+0.9% | Added |
| Wealthsource Partners, LLC | 29,090 | $3.04M | 0.23% | −2,077−6.7% | Reduced |
| Laffer Tengler Investments | 29,024 | $3.03M | 1.11% | +1,863+6.9% | Added |
| Shelter Mutual Insurance Co | 29,000 | $3.03M | 0.98% | 00.0% | Unchanged |
| SeaBridge Investment Advisors LLC | 28,968 | $3.03M | 1.06% | −398−1.4% | Reduced |
| Peddock Capital Advisors, LLC | 28,872 | $3.02M | 1.24% | +190+0.7% | Added |
| Tradewinds, LLC. | 28,851 | $3.02M | 2.19% | +2,269+8.5% | Added |
| Zions Bancorporation, N.A. | 28,836 | $3.01M | 0.32% | +19,552+210.6% | Added |
| Americana Partners, LLC | 28,932 | $3.01M | 0.54% | −908−3.0% | Reduced |
| AAFMAA Wealth Management & Trust LLC | 28,808 | $3.01M | 2.22% | +234+0.8% | Added |
| Piscataqua Savings Bank | 28,646 | $2.99M | 2.86% | +524+1.9% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 25,834 | $2.99M | 1.97% | +2,397+10.2% | Added |
| Rosenblum Silverman Sutton S F Inc | 28,636 | $2.99M | 1.08% | −1,317−4.4% | Reduced |
| Goodwin Daniel L | 28,550 | $2.98M | 1.72% | +500+1.8% | Added |
| Prana Capital Management, LP | 28,523 | $2.98M | 0.20% | +28,523 | New |
| Giverny Capital Inc.SuperinvestorGiverny Capital | 28,519 | $2.98M | 0.20% | −255,638−90.0% | Reduced |
| Montchanin Asset Management, LLC | 28,446 | $2.97M | 4.21% | +275+1.0% | Added |
| Secure Asset Management, LLC | 28,438 | $2.97M | 1.66% | +361+1.3% | Added |
| Mountain Pacific Investment Advisers Inc | 28,428 | $2.97M | 0.23% | −620−2.1% | Reduced |
| Fund Management at Engine No. 1 LLC | 28,196 | $2.95M | 0.87% | −1,460−4.9% | Reduced |
| Wisconsin Capital Management LLC | 28,195 | $2.95M | 2.30% | −954−3.3% | Reduced |
| Hilltop Holdings Inc. | 28,198 | $2.95M | 0.40% | +3,070+12.2% | Added |
| Salem Capital Management Inc | 28,153 | $2.94M | 2.33% | +100+0.4% | Added |
| Koshinski Asset Management, Inc. | 28,138 | $2.94M | 0.35% | +2,180+8.4% | Added |
| WealthShield Partners, LLC | 28,129 | $2.94M | 0.58% | +3,132+12.5% | Added |
| Signet Investment Advisory Group, Inc. | 28,119 | $2.94M | 2.28% | +716+2.6% | Added |
| Money Concepts Capital Corp | 28,103 | $2.94M | 0.17% | +16,136+134.8% | Added |
| Anchor Investment Management, LLC | 28,096 | $2.94M | 0.46% | +1,071+4.0% | Added |
| Smithfield Trust Co | 28,116 | $2.93M | 0.21% | −4,399−13.5% | Reduced |
| Doliver Advisors, LP | 28,078 | $2.93M | 1.08% | −1,649−5.5% | Reduced |
| NorthRock Partners, LLC | 28,078 | $2.93M | 0.34% | +1,831+7.0% | Added |
| Symmetry Partners, LLC | 28,040 | $2.93M | 0.20% | −3,484−11.1% | Reduced |
| United Bank | 28,033 | $2.93M | 1.95% | −1,517−5.1% | Reduced |
| StrategIQ Financial Group, LLC | 28,013 | $2.93M | 0.37% | +204+0.7% | Added |
| Athena Investment Management | 28,003 | $2.93M | 2.46% | −266−0.9% | Reduced |
| Delta Capital Management LLC | 27,980 | $2.92M | 2.38% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 27,913 | $2.92M | 1.44% | −206−0.7% | Reduced |
| Trustco Bank Corp N Y | 27,866 | $2.91M | 3.55% | −493−1.7% | Reduced |
| Enhancing Capital LLC | 27,477 | $2.91M | 3.60% | 00.0% | Unchanged |
| Calamos Wealth Management LLC | 27,849 | $2.91M | 0.25% | −112−0.4% | Reduced |
| Marino, Stram & Associates LLC | 27,763 | $2.90M | 1.05% | +831+3.1% | Added |
| Robertson Stephens Wealth Management, LLC | 27,762 | $2.90M | 0.33% | +1,010+3.8% | Added |
| Malaga Cove Capital, LLC | 27,658 | $2.89M | 1.65% | +1,256+4.8% | Added |
| Banco de Sabadell, S.A | 27,639 | $2.89M | 2.39% | +255+0.9% | Added |
| Act Two Investors LLC | 27,626 | $2.89M | 2.92% | 00.0% | Unchanged |
| SkyOak Wealth, LLC | 27,567 | $2.88M | 1.03% | +545+2.0% | Added |
| Good Life Advisors, LLC | 27,532 | $2.88M | 0.42% | −6,372−18.8% | Reduced |
| Permanens Capital L.P. | 27,500 | $2.87M | 0.65% | −9,591−25.9% | Reduced |
| 9258 Wealth Management, LLC | 27,466 | $2.87M | 0.73% | −1,513−5.2% | Reduced |
| Hayek Kallen Investment Management | 27,427 | $2.87M | 1.35% | +177+0.6% | Added |
| Fairhaven Wealth Management, LLC | 27,368 | $2.86M | 1.28% | +540+2.0% | Added |
| Virginia Wealth Management Group, Inc. | 27,352 | $2.86M | 2.13% | +5,738+26.5% | Added |
| First Business Financial Services, Inc. | 27,330 | $2.86M | 0.41% | +1,495+5.8% | Added |
| Sterling Investment Advisors, Ltd. | 27,297 | $2.85M | 1.07% | −949−3.4% | Reduced |
| Altrius Capital Management Inc | 27,220 | $2.84M | 1.08% | −4,547−14.3% | Reduced |
| BNC Wealth Management, LLC | 27,170 | $2.84M | 1.72% | −1,957−6.7% | Reduced |
| Resonant Capital Advisors, LLC | 27,163 | $2.84M | 0.43% | −717−2.6% | Reduced |
| Baker Tilly Wealth Management, LLC | 27,079 | $2.83M | 0.39% | −3,602−11.7% | Reduced |
| Trustmark National Bank Trust Department | 27,064 | $2.83M | 0.27% | −62−0.2% | Reduced |
| Charles Schwab Trust Co | 27,065 | $2.83M | 0.48% | −124−0.5% | Reduced |
| Coastal Bridge Advisors, LLC | 26,990 | $2.82M | 0.76% | +10.0% | Added |
| BFSG, LLC | 26,980 | $2.82M | 0.60% | −18−0.1% | Reduced |
| DCM Advisors, LLC | 26,845 | $2.81M | 1.41% | −1,157−4.1% | Reduced |
| Sunbelt Securities, Inc. | 26,831 | $2.80M | 0.59% | +325+1.2% | Added |
| Stableford Capital II LLC | 22,928 | $2.80M | 1.36% | −99−0.4% | Reduced |
| Nicolet Bankshares Inc | 26,723 | $2.79M | 0.80% | −207−0.8% | Reduced |
| Northcape Wealth Management, LLC | 26,634 | $2.78M | 0.99% | +4,531+20.5% | Added |
| Hodges Capital Management Inc. | 26,601 | $2.78M | 0.46% | −7,009−20.9% | Reduced |
| Shoker Investment Counsel, Inc. | 26,613 | $2.78M | 1.46% | +1,162+4.6% | Added |
| Marks Group Wealth Management, Inc | 26,583 | $2.78M | 0.42% | +4,996+23.1% | Added |
| Evoke Wealth, LLC | 26,535 | $2.77M | 0.11% | +1,046+4.1% | Added |
| ICA Group Wealth Management, LLC | 26,525 | $2.77M | 0.59% | −36−0.1% | Reduced |
| Hall Capital Management Co Inc | 26,522 | $2.77M | 1.84% | −561−2.1% | Reduced |
| Nwam LLC | 26,468 | $2.77M | 0.26% | +1,137+4.5% | Added |
| SPC Financial, Inc. | 26,415 | $2.76M | 0.34% | +505+1.9% | Added |
| Kovack Advisors, Inc. | 26,366 | $2.75M | 0.40% | +6,910+35.5% | Added |
| Arlington Financial Advisors, LLC | 26,342 | $2.75M | 1.40% | −729−2.7% | Reduced |
| Moloney Securities Asset Management, LLC | 26,329 | $2.75M | 0.67% | +476+1.8% | Added |
| Hudock, Inc. | 26,293 | $2.75M | 0.93% | −698−2.6% | Reduced |
| V Wealth Advisors LLC | 26,210 | $2.74M | 0.55% | −5,218−16.6% | Reduced |
| Harbor Advisors LLC | 26,148 | $2.73M | 0.74% | 00.0% | Unchanged |
| Mount Vernon Associates Inc | 26,102 | $2.73M | 3.55% | +40+0.2% | Added |
| EverSource Wealth Advisors, LLC | 26,105 | $2.73M | 0.62% | +8,632+49.4% | Added |
| Am Investment Strategies LLC | 26,074 | $2.73M | 1.00% | −68−0.3% | Reduced |
| Connolly Sarah T. | 26,080 | $2.73M | 2.00% | +2,083+8.7% | Added |
| Lorne Steinberg Wealth Management Inc. | 26,075 | $2.73M | 1.32% | +21,686+494.1% | Added |
| Winton Group Ltd | 26,036 | $2.72M | 0.18% | +7,292+38.9% | Added |
| Scott & Selber, Inc. | 26,000 | $2.72M | 1.31% | +45+0.2% | Added |