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; 5,157 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
- 3,396
- +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
- 1,679 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 | 5,157 | $643.7B |
| Q1 2026 | 5,102 | $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 | 4,679 | $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 | 3,711 | $297.0B |
| Q2 2023 | 3,672 | $297.6B |
| Q1 2023 | 3,612 | $266.3B |
| Q4 2022 | 3,629 | $278.3B |
| Q3 2022 | 3,396 | $212.9B |
| Q2 2022 | 3,428 | $229.3B |
| Q1 2022 | 3,519 | $278.9B |
| Q4 2021 | 3,594 | $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 |
|---|---|---|---|---|---|
| LPL Financial LLC | 2,516,082 | $262.9M | 0.25% | +133,693+5.6% | Added |
| King Luther Capital Management Corp | 2,339,507 | $244.5M | 1.46% | +13,399+0.6% | Added |
| Great West Life Assurance Co | 2,299,513 | $240.5M | 0.68% | −59,010−2.5% | Reduced |
| HighTower Advisors, LLC | 2,294,530 | $239.5M | 0.64% | +162,545+7.6% | Added |
| First Trust Advisors LP | 2,290,443 | $239.4M | 0.31% | −85,947−3.6% | Reduced |
| Fifth Third Bancorp | 2,281,637 | $238.4M | 1.25% | −44,511−1.9% | Reduced |
| Adage Capital Partners GP, L.L.C. | 2,275,466 | $237.8M | 0.59% | +419,000+22.6% | Added |
| 1832 Asset Management L.P. | 2,228,316 | $232.9M | 0.50% | +234,773+11.8% | Added |
| BNP Paribas Arbitrage, SA | 2,223,236 | $232.3M | 0.59% | −304,994−12.1% | Reduced |
| Two Sigma Investments, LP | 2,159,540 | $225.7M | 0.78% | +302,361+16.3% | Added |
| Victory Capital Management Inc | 2,145,718 | $224.2M | 0.26% | +343,731+19.1% | Added |
| Bank of Nova Scotia | 2,061,037 | $215.3M | 0.68% | −898,401−30.4% | Reduced |
| Cullen Capital Management LLC | 2,057,845 | $215.0M | 2.30% | +92,029+4.7% | Added |
| M&T Bank Corp | 2,028,211 | $211.9M | 0.94% | +42,146+2.1% | Added |
| National Bank of Canada | 2,024,953 | $211.7M | 1.23% | −214,410−9.6% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 2,024,104 | $211.5M | 1.07% | +248,234+14.0% | Added |
| Cincinnati Insurance Co | 2,012,000 | $210.3M | 4.82% | 00.0% | Unchanged |
| Keybank National Association | 1,979,047 | $206.8M | 1.08% | −43,749−2.2% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,958,411 | $204.7M | 0.66% | +180,317+10.1% | Added |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 1,928,564 | $201.5M | 2.44% | −25,928−1.3% | Reduced |
| Huntington National Bank | 1,925,912 | $201.3M | 2.29% | −2,433−0.1% | Reduced |
| Pzena Investment Management LLC | 1,912,478 | $199.9M | 0.99% | −21,538−1.1% | Reduced |
| Blair William & Co | 1,911,712 | $199.8M | 0.92% | +82,801+4.5% | Added |
| Russell Investments Group, Ltd. | 1,908,631 | $199.5M | 0.44% | −144,142−7.0% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 1,904,388 | $199.0M | 1.51% | −84,184−4.2% | Reduced |
| Jennison Associates LLC | 1,861,964 | $194.6M | 0.19% | −119,164−6.0% | Reduced |
| Public Employees Retirement Association of Colorado | 1,853,796 | $193.7M | 1.12% | +10,130+0.5% | Added |
| Thornburg Investment Management Inc | 1,829,144 | $191.1M | 3.39% | +11,380+0.6% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 1,812,484 | $189.4M | 0.53% | −108,385−5.6% | Reduced |
| Haverford Trust Co | 1,781,552 | $186.2M | 2.55% | +25,949+1.5% | Added |
| Mariner, LLC | 1,765,309 | $184.5M | 0.74% | +181,917+11.5% | Added |
| Public Employees Retirement System of Ohio | 1,742,314 | $182.1M | 0.82% | +10,305+0.6% | Added |
| Brave Warrior Advisors, LLC | 1,735,301 | $181.3M | 6.27% | −2,489−0.1% | Reduced |
| Ci Investments Inc. | 1,732,830 | $181.1M | 0.94% | +123,327+7.7% | Added |
| State of New Jersey Common Pension Fund D | 1,725,728 | $180.3M | 0.73% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 1,718,562 | $179.6M | 0.57% | −386,379−18.4% | Reduced |
| AQR Capital Management LLC | 1,673,170 | $174.8M | 0.43% | −234,695−12.3% | Reduced |
| Janney Montgomery Scott LLC | 1,657,639 | $173.2M | 0.74% | +66,274+4.2% | Added |
| Commonwealth Equity Services, LLC | 1,643,279 | $171.7M | 0.46% | +53,009+3.3% | Added |
| Lord, Abbett & Co. LLC | 1,543,039 | $161.2M | 0.59% | +735,897+91.2% | Added |
| Royal London Asset Management Ltd | 1,532,361 | $160.3M | 0.81% | −80,794−5.0% | Reduced |
| STRS Ohio | 1,506,690 | $157.4M | 0.75% | +1,385+0.1% | Added |
| Epoch Investment Partners, Inc. | 1,505,311 | $157.3M | 1.03% | +54,346+3.7% | Added |
| Fiduciary Management Inc | 1,461,099 | $152.7M | 1.61% | −69,769−4.6% | Reduced |
| Bahl & Gaynor Inc | 1,460,921 | $152.7M | 1.01% | −734,652−33.5% | Reduced |
| Scotia Capital Inc. | 1,452,654 | $151.8M | 1.23% | +35,315+2.5% | Added |
| Storebrand Asset Management AS | 1,424,462 | $148.9M | 0.90% | +5,587+0.4% | Added |
| ACR Alpine Capital Research, LLC | 1,410,053 | $147.4M | 7.30% | +52,945+3.9% | Added |
| Thrivent Financial for Lutherans | 1,384,448 | $144.8M | 0.40% | −18,019−1.3% | Reduced |
| Standard Life Aberdeen plc | 1,385,180 | $144.8M | 0.43% | +196,246+16.5% | Added |
| Loomis Sayles & Co L P | 1,382,609 | $144.5M | 0.29% | −21,076−1.5% | Reduced |
| Asset Management One Co.,Ltd. | 1,375,673 | $143.8M | 0.73% | −22,052−1.6% | Reduced |
| Natixis Advisors, L.P. | 1,375,631 | $143.8M | 0.61% | +162,988+13.4% | Added |
| Pictet Asset Management SA | 1,364,899 | $142.6M | 0.21% | −53,259−3.8% | Reduced |
| Rockefeller Capital Management L.P. | 1,357,148 | $141.8M | 0.73% | +187,410+16.0% | Added |
| Retirement Systems of Alabama | 1,356,412 | $141.7M | 0.66% | −26,212−1.9% | Reduced |
| Brown Advisory Inc | 1,353,278 | $141.4M | 0.28% | −36,803−2.6% | Reduced |
| State of Tennessee, Treasury Department | 1,346,997 | $140.8M | 0.68% | −14,609−1.1% | Reduced |
| Commerce Bank | 1,334,860 | $139.5M | 1.21% | −22,647−1.7% | Reduced |
| Caisse de Depot Et Placement du Quebec | 1,328,948 | $138.9M | 0.41% | +1,235,331+1,319.6% | Added |
| Alleghany Corp | 1,318,998 | $137.8M | 6.22% | 00.0% | Unchanged |
| Regions Financial Corp | 1,299,074 | $135.8M | 1.37% | −13,087−1.0% | Reduced |
| Glenmede Trust Co NA | 1,295,356 | $135.4M | 0.85% | +32,831+2.6% | Added |
| Smead Capital Management, Inc. | 1,278,068 | $133.6M | 3.47% | +20,325+1.6% | Added |
| Rothschild & Co Asset Management US Inc. | 1,276,969 | $133.4M | 2.28% | −74,017−5.5% | Reduced |
| Davenport & Co LLC | 1,262,134 | $132.3M | 1.16% | +15,591+1.3% | Added |
| M&G Investment Management Ltd | 1,258,046 | $132.1M | 1.11% | +95,972+8.3% | Added |
| Treasurer of the State of North Carolina | 1,251,469 | $130.8M | 0.87% | +5,050+0.4% | Added |
| Boston Trust Walden Corp | 1,244,650 | $130.1M | 1.29% | +118,104+10.5% | Added |
| KBC Group NV | 1,238,299 | $129.4M | 0.67% | +249,639+25.3% | Added |
| CIBC World Markets Corp | 1,227,763 | $128.3M | 1.78% | −357,658−22.6% | Reduced |
| Jarislowsky, Fraser Ltd | 1,216,020 | $127.1M | 0.88% | −5,226−0.4% | Reduced |
| Advisor Group Holdings, Inc. | 1,200,096 | $125.5M | 0.29% | +43,732+3.8% | Added |
| Employees Provident Fund Board | 1,188,436 | $124.2M | 3.62% | −61,564−4.9% | Reduced |
| Westwood Holdings Group Inc. | 1,158,539 | $121.1M | 1.43% | +705,619+155.8% | Added |
| CIBC World Markets Inc. | 1,140,244 | $119.2M | 0.51% | −66,284−5.5% | Reduced |
| RE Advisers Corp | 1,132,536 | $118.3M | 3.58% | −32,700−2.8% | Reduced |
| TD Waterhouse Canada Inc. | 992,691 | $117.2M | 1.33% | −7,239−0.7% | Reduced |
| Capital Group Private Client Services, Inc. | 1,105,516 | $115.5M | 1.62% | −8,870−0.8% | Reduced |
| Rathbone Brothers plc | 1,071,735 | $112.0M | 1.38% | +70,395+7.0% | Added |
| Calamos Advisors LLC | 1,071,538 | $112.0M | 0.53% | −3,322−0.3% | Reduced |
| Millennium Management LLC | 1,056,871 | $110.4M | 0.14% | −1,595,126−60.1% | Reduced |
| Bristol John W & Co Inc | 1,049,202 | $109.6M | 2.74% | +1,151+0.1% | Added |
| Mawer Investment Management Ltd. | 1,045,220 | $109.2M | 0.66% | −9,908−0.9% | Reduced |
| Paralel Advisors LLC | 1,028,000 | $107.4M | 7.53% | 00.0% | Unchanged |
| Zacks Investment Management | 1,020,574 | $106.7M | 1.70% | +26,980+2.7% | Added |
| Nomura Asset Management Co Ltd | 1,020,394 | $106.6M | 0.68% | −1730.0% | Reduced |
| Allspring Global Investments Holdings, LLC | 1,015,767 | $106.1M | 0.19% | +28,267+2.9% | Added |
| Rafferty Asset Management, LLC | 1,007,215 | $105.3M | 1.12% | +292,670+41.0% | Added |
| Agf Investments Inc. | 997,002 | $104.2M | 0.99% | +156,040+18.6% | Added |
| Kovitz Investment Group Partners, LLC | 994,530 | $103.9M | 2.43% | +350,726+54.5% | Added |
| Panagora Asset Management Inc | 994,325 | $103.9M | 0.72% | +150,368+17.8% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 993,765 | $103.8M | 0.62% | +189,445+23.6% | Added |
| Personal Capital Advisors Corp | 988,285 | $103.3M | 0.56% | −17,410−1.7% | Reduced |
| Nisa Investment Advisors, LLC | 975,327 | $102.4M | 0.87% | +2,158+0.2% | Added |
| Gateway Investment Advisers LLC | 974,192 | $101.8M | 1.27% | −67,459−6.5% | Reduced |
| Bradley Foster & Sargent Inc | 970,061 | $101.4M | 2.80% | +14,185+1.5% | Added |
| Mairs & Power Inc | 960,193 | $100.3M | 1.27% | +445,939+86.7% | Added |
| Douglas Lane & Associates, LLC | 959,937 | $100.3M | 1.85% | +14,824+1.6% | Added |
| Kames Capital plc | 931,008 | $97.4M | 1.97% | −37,550−3.9% | Reduced |