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 |
|---|---|---|---|---|---|
| Accurate Wealth Management, LLC | 17,507 | $2.71M | 1.13% | +5,493+45.7% | Added |
| Stonnington Group, LLC | 23,269 | $2.71M | 0.76% | +12,355+113.2% | Added |
| JT Stratford LLC | 25,924 | $2.71M | 0.96% | −1,464−5.3% | Reduced |
| Roanoke Asset Management Corp | 25,904 | $2.71M | 1.29% | −431−1.6% | Reduced |
| Proequities, Inc. | 25,671 | $2.68M | 0.26% | +553+2.2% | Added |
| Platform Technology Partners | 25,641 | $2.68M | 1.53% | +731+2.9% | Added |
| Greenfield Savings Bank | 25,584 | $2.67M | 1.93% | −324−1.3% | Reduced |
| Enterprise Bank & Trust Co | 25,567 | $2.67M | 1.39% | +138+0.5% | Added |
| J. W. Coons Advisors, LLC | 25,566 | $2.67M | 1.01% | +1,307+5.4% | Added |
| Little House Capital LLC | 25,560 | $2.67M | 1.42% | +3,618+16.5% | Added |
| Transamerica Financial Advisors, Inc. | 25,523 | $2.67M | 0.39% | +6,718+35.7% | Added |
| Sutton Wealth Advisors Inc. | 25,494 | $2.66M | 1.08% | +533+2.1% | Added |
| WC Walker & Associates, Inc. | 21,466 | $2.66M | 1.51% | −498−2.3% | Reduced |
| Mathes Company, Inc. | 25,433 | $2.66M | 1.48% | −100−0.4% | Reduced |
| Csenge Advisory Group | 25,404 | $2.65M | 0.22% | +352+1.4% | Added |
| Alta Capital Management LLC | 25,391 | $2.65M | 0.21% | +7,406+41.2% | Added |
| Altfest L J & Co Inc | 25,382 | $2.65M | 0.50% | +26+0.1% | Added |
| ACG Wealth | 25,355 | $2.65M | 0.61% | −249−1.0% | Reduced |
| Hudson Capital Management LLC | 25,362 | $2.65M | 1.32% | +2,814+12.5% | Added |
| RDA Financial Network | 25,320 | $2.65M | 1.44% | +373+1.5% | Added |
| Grove Bank & Trust | 25,156 | $2.63M | 0.65% | −46−0.2% | Reduced |
| Triasima Portfolio Management inc. | 25,150 | $2.63M | 0.21% | 00.0% | Unchanged |
| Aspiriant, LLC | 25,116 | $2.63M | 0.13% | +980+4.1% | Added |
| Gradient Capital Advisors, LLC | 25,095 | $2.62M | 1.25% | +1,676+7.2% | Added |
| CFM Wealth Partners LLC | 25,077 | $2.62M | 0.84% | +3,060+13.9% | Added |
| GSB Wealth Management, LLC | 25,060 | $2.62M | 0.95% | −272−1.1% | Reduced |
| Clarity Wealth Advisors, LLC | 25,070 | $2.62M | 1.58% | +2,403+10.6% | Added |
| Eos Management, L.P. | 25,000 | $2.61M | 2.75% | −1,000−3.8% | Reduced |
| Liontrust Investment Partners LLP | 25,000 | $2.61M | 0.04% | 00.0% | Unchanged |
| O'Brien Greene & Co. Inc | 24,981 | $2.61M | 0.35% | +17,110+217.4% | Added |
| Blue Fin Capital, Inc. | 24,968 | $2.61M | 0.99% | +1,298+5.5% | Added |
| Buckingham Strategic Partners | 24,958 | $2.61M | 0.15% | +6,547+35.6% | Added |
| Papp L Roy & Associates | 24,911 | $2.60M | 0.39% | −100−0.4% | Reduced |
| Investment Research & Advisory Group, Inc. | 24,909 | $2.60M | 1.97% | +1,366+5.8% | Added |
| Valmark Advisers, Inc. | 24,893 | $2.60M | 0.05% | −105−0.4% | Reduced |
| Versor Investments LP | 24,857 | $2.60M | 0.15% | −2,911−10.5% | Reduced |
| Bank of Stockton | 24,857 | $2.60M | 1.01% | +28+0.1% | Added |
| EPG Wealth Management LLC | 24,852 | $2.60M | 1.07% | +2,518+11.3% | Added |
| S&CO Inc | 24,799 | $2.59M | 0.23% | 00.0% | Unchanged |
| Compton Wealth Advisory Group, LLC | 24,777 | $2.59M | 1.10% | −2,750−10.0% | Reduced |
| Blume Capital Management, Inc. | 24,777 | $2.59M | 0.98% | −25−0.1% | Reduced |
| Newman Dignan & Sheerar, Inc. | 24,758 | $2.59M | 0.95% | +461+1.9% | Added |
| RMR Wealth Builders | 24,722 | $2.58M | 0.63% | +379+1.6% | Added |
| Uncommon Cents Investing LLC | 24,720 | $2.58M | 1.08% | +5,125+26.2% | Added |
| McKinley Carter Wealth Services, Inc. | 24,698 | $2.58M | 0.24% | +23+0.1% | Added |
| Bulltick Wealth Management, LLC | 24,697 | $2.58M | 0.78% | +523+2.2% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 24,652 | $2.58M | 0.91% | +8,933+56.8% | Added |
| SWS Partners | 24,604 | $2.57M | 1.19% | +568+2.4% | Added |
| Elgethun Capital Management | 24,557 | $2.57M | 1.03% | +3,454+16.4% | Added |
| YorkBridge Wealth Partners, LLC | 24,528 | $2.56M | 0.66% | −2,423−9.0% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 24,509 | $2.56M | 1.47% | −1,263−4.9% | Reduced |
| Andra AP-fonden | 24,500 | $2.56M | 0.08% | +2,600+11.9% | Added |
| Great Lakes Advisors, LLC | 24,468 | $2.56M | 0.06% | −627−2.5% | Reduced |
| Maven Securities LTD | 24,458 | $2.56M | 0.12% | +11,181+84.2% | Added |
| Columbia Trust Co 01012016 | 24,414 | $2.55M | 1.44% | +782+3.3% | Added |
| Mission Wealth Management, LP | 24,375 | $2.55M | 0.14% | +384+1.6% | Added |
| Curbstone Financial Management Corp | 24,318 | $2.54M | 0.63% | +316+1.3% | Added |
| Rehmann Capital Advisory Group | 24,285 | $2.54M | 0.28% | +1,100+4.7% | Added |
| Chou Associates Management Inc.SuperinvestorChou Associates | 24,275 | $2.54M | 2.51% | 00.0% | Unchanged |
| Mechanics Financial Corp | 24,258 | $2.54M | 1.65% | −380−1.5% | Reduced |
| TrinityPoint Wealth, LLC | 24,224 | $2.53M | 0.58% | −12,104−33.3% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 24,139 | $2.52M | 1.95% | +199+0.8% | Added |
| River & Mercantile Asset Management LLP | 24,114 | $2.52M | 0.48% | +1,830+8.2% | Added |
| Argus Investors' Counsel, Inc. | 24,135 | $2.52M | 2.25% | −1,090−4.3% | Reduced |
| Pavion Blue Capital, LLC | 24,072 | $2.52M | 1.81% | +1,583+7.0% | Added |
| Hudson Value Partners, LLC | 23,998 | $2.51M | 1.69% | −1,337−5.3% | Reduced |
| Winning Points Advisors, LLC | 23,173 | $2.50M | 3.06% | −6,130−20.9% | Reduced |
| Winch Advisory Services, LLC | 23,859 | $2.49M | 1.07% | −165−0.7% | Reduced |
| Summit Trail Advisors, LLC | 23,783 | $2.48M | 0.13% | −1,196−4.8% | Reduced |
| IMC-Chicago, LLC | 23,766 | $2.48M | 0.22% | −41,566−63.6% | Reduced |
| Continuum Advisory, LLC | 50,030 | $2.48M | 0.44% | +44+0.1% | Added |
| Balentine LLC | 23,725 | $2.48M | 0.09% | −9,820−29.3% | Reduced |
| HCR Wealth Advisors | 23,726 | $2.48M | 0.53% | −285−1.2% | Reduced |
| FLC Capital Advisors | 23,637 | $2.47M | 0.86% | −1,884−7.4% | Reduced |
| Armor Investment Advisors, LLC | 23,634 | $2.47M | 1.68% | +1,918+8.8% | Added |
| Nichols & Pratt Advisers LLP | 23,605 | $2.47M | 0.22% | +462+2.0% | Added |
| Mystic Asset Management, Inc. | 23,541 | $2.46M | 1.58% | +450+1.9% | Added |
| Burney Co | 23,521 | $2.46M | 0.14% | −245−1.0% | Reduced |
| X-Square Capital, LLC | 23,510 | $2.46M | 1.56% | +169+0.7% | Added |
| West Oak Capital, LLC | 23,507 | $2.46M | 1.33% | +762+3.4% | Added |
| WD Rutherford LLC | 23,470 | $2.45M | 1.97% | −350−1.5% | Reduced |
| Gables Capital Management Inc. | 23,396 | $2.44M | 1.96% | −100−0.4% | Reduced |
| Sargent Investment Group, LLC | 22,534 | $2.44M | 0.76% | +34+0.2% | Added |
| Studio Investment Management LLC | 23,318 | $2.44M | 0.88% | +2,683+13.0% | Added |
| Hightower 6M Holding, LLC | 23,276 | $2.43M | 0.22% | +23,276 | New |
| Gries Financial LLC | 23,262 | $2.43M | 1.03% | +8,554+58.2% | Added |
| Pegasus Partners Ltd. | 23,243 | $2.43M | 0.50% | −421−1.8% | Reduced |
| Modus Advisors, LLC | 23,170 | $2.42M | 1.27% | +510+2.3% | Added |
| Parallax Volatility Advisers, L.P. | 23,162 | $2.42M | 0.05% | −74,189−76.2% | Reduced |
| St. Louis Trust Co | 19,040 | $2.42M | 0.69% | 00.0% | Unchanged |
| KCS Wealth Advisory | 23,094 | $2.41M | 1.11% | +4,644+25.2% | Added |
| Adirondack Trust Co | 23,026 | $2.41M | 1.34% | +946+4.3% | Added |
| NVWM, LLC | 22,999 | $2.40M | 0.95% | +725+3.3% | Added |
| Evermay Wealth Management LLC | 22,955 | $2.40M | 0.48% | +194+0.9% | Added |
| Balasa Dinverno & Foltz LLC | 22,868 | $2.39M | 0.15% | +1,291+6.0% | Added |
| Proquility Private Wealth Partners, LLC | 22,859 | $2.39M | 1.10% | +1,263+5.8% | Added |
| TCWP LLC | 22,830 | $2.38M | 0.51% | +3,102+15.7% | Added |
| Norway Savings Bank | 22,756 | $2.38M | 1.30% | +55+0.2% | Added |
| Wunderlich Capital Managemnt | 22,762 | $2.38M | 1.52% | +594+2.7% | Added |
| Guardian Investment Management | 22,759 | $2.38M | 2.44% | +4,000+21.3% | Added |