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 | 5,103 | $572.1B |
| Q4 2025 | 5,155 | $639.5B |
| Q3 2025 | 4,766 | $618.0B |
| Q2 2025 | 4,753 | $582.4B |
| Q1 2025 | 4,680 | $494.6B |
| Q4 2024 | 4,680 | $490.0B |
| Q3 2024 | 4,216 | $429.4B |
| Q2 2024 | 4,182 | $416.2B |
| Q1 2024 | 4,121 | $414.5B |
| Q4 2023 | 4,002 | $351.8B |
| Q3 2023 | 3,711 | $297.0B |
| Q2 2023 | 3,673 | $297.6B |
| Q1 2023 | 3,613 | $266.3B |
| Q4 2022 | 3,629 | $278.3B |
| Q3 2022 | 3,396 | $212.9B |
| Q2 2022 | 3,428 | $229.3B |
| Q1 2022 | 3,520 | $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 |
|---|---|---|---|---|---|
| Teacher Retirement System of Texas | 928,757 | $97.1M | 0.70% | −3,062−0.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 916,272 | $95.8M | 0.17% | +53,463+6.2% | Added |
| Laurion Capital Management LP | 903,087 | $94.4M | 2.62% | +865,022+2,272.5% | Added |
| Creative Planning | 875,479 | $91.5M | 0.16% | −76,633−8.0% | Reduced |
| Public Sector Pension Investment Board | 868,450 | $90.8M | 0.78% | −52,460−5.7% | Reduced |
| Macquarie Group Ltd | 868,464 | $90.8M | 0.11% | +6,027+0.7% | Added |
| Mirae Asset Global Investments Co., Ltd. | 849,595 | $89.4M | 0.24% | +25,387+3.1% | Added |
| Aviva PLC | 851,973 | $89.0M | 0.51% | −63,356−6.9% | Reduced |
| CIBC Asset Management Inc | 836,830 | $87.4M | 0.39% | +41,359+5.2% | Added |
| Comerica Bank | 706,902 | $86.5M | 0.73% | +13,602+2.0% | Added |
| Quilter Plc | 813,429 | $85.0M | 3.05% | +14,334+1.8% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 810,002 | $84.6M | 0.35% | −6,079−0.7% | Reduced |
| Arizona State Retirement System | 798,366 | $83.4M | 0.86% | −11,725−1.4% | Reduced |
| NFJ Investment Group, LLC | 801,815 | $83.3M | 2.21% | −76,630−8.7% | Reduced |
| Qube Research & Technologies Ltd | 795,462 | $83.1M | 0.53% | +108,334+15.8% | Added |
| State of Michigan Retirement System | 793,731 | $82.9M | 0.61% | +1,000+0.1% | Added |
| American International Group, Inc. | 782,526 | $81.8M | 0.60% | −20,637−2.6% | Reduced |
| MetLife Investment Management | 778,122 | $81.3M | 0.68% | −12,714−1.6% | Reduced |
| Compagnie Lombard Odier SCmA | 777,015 | $81.2M | 2.34% | −61,080−7.3% | Reduced |
| Altshuler Shaham Ltd | 752,268 | $79.9M | 1.96% | −2,772,405−78.7% | Reduced |
| Gofen & Glossberg LLC | 762,451 | $79.7M | 2.25% | +850+0.1% | Added |
| Amalgamated Bank | 753,840 | $78.8M | 0.76% | +11,940+1.6% | Added |
| James Hambro & Partners | 752,004 | $78.7M | 6.87% | +2,065+0.3% | Added |
| Penserra Capital Management LLC | 744,522 | $77.8M | 2.21% | +151,581+25.6% | Added |
| Morningstar Investment Services LLC | 620,598 | $77.3M | 1.09% | +16,470+2.7% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 736,534 | $77.1M | 0.62% | +19,234+2.7% | Added |
| United Capital Financial Advisers, LLC | 736,286 | $76.9M | 0.45% | −22,505−3.0% | Reduced |
| Welch & Forbes LLC | 735,641 | $76.9M | 1.50% | +4,989+0.7% | Added |
| ProShare Advisors LLC | 732,300 | $76.5M | 0.29% | −62,983−7.9% | Reduced |
| Bartlett & Co. LLC | 719,914 | $75.2M | 1.62% | −883−0.1% | Reduced |
| Bartlett & Co. Wealth Management LLC | 719,914 | $75.2M | 1.62% | −883−0.1% | Reduced |
| Federation des caisses Desjardins du Quebec | 718,112 | $75.0M | 0.89% | +27,458+4.0% | Added |
| Cerity Partners LLC | 717,073 | $74.9M | 0.90% | −9,770−1.3% | Reduced |
| Manning & Napier Group, LLC | 715,406 | $74.8M | 0.98% | −18,358−2.5% | Reduced |
| DnB Asset Management AS | 709,341 | $74.1M | 0.57% | −30,883−4.2% | Reduced |
| Junto Capital Management LP | 697,393 | $72.9M | 2.03% | +697,393 | New |
| Robeco Institutional Asset Management B.V. | 691,511 | $72.3M | 0.23% | −361,077−34.3% | Reduced |
| Pinebridge Investments, L.P. | 690,538 | $72.2M | 0.93% | +330,371+91.7% | Added |
| Segall Bryant & Hamill, LLC | 689,349 | $72.0M | 0.86% | −1430.0% | Reduced |
| MUFG Americas Holdings Corp | 677,719 | $70.8M | 1.75% | −4,709−0.7% | Reduced |
| Peapack Gladstone Financial Corp | 670,631 | $70.1M | 1.43% | +94,769+16.5% | Added |
| Oppenheimer Asset Management Inc. | 668,589 | $69.9M | 1.23% | +39,311+6.2% | Added |
| Cooke & Bieler LP | 668,142 | $69.8M | 0.75% | +82,885+14.2% | Added |
| Crawford Investment Counsel Inc | 667,965 | $69.8M | 1.65% | +148,110+28.5% | Added |
| LGT Group Foundation | 666,939 | $69.7M | 2.72% | −90,710−12.0% | Reduced |
| Captrust Financial Advisors | 659,016 | $68.9M | 0.40% | +132,771+25.2% | Added |
| Handelsbanken Fonder AB | 656,725 | $68.6M | 0.46% | +34,775+5.6% | Added |
| SEI Investments Co | 656,413 | $68.6M | 0.15% | +19,165+3.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 650,887 | $68.0M | 0.38% | −19,375−2.9% | Reduced |
| Forsta Ap-Fonden | 644,500 | $67.3M | 0.82% | +8,500+1.3% | Added |
| Jane Street Group, LLC | 627,028 | $65.5M | 0.12% | −349,973−35.8% | Reduced |
| MML Investors Services, LLC | 625,076 | $65.3M | 0.50% | +37,902+6.5% | Added |
| Whittier Trust Co | 620,795 | $64.9M | 1.36% | +6,563+1.1% | Added |
| Williams Jones Wealth Management, LLC. | 614,732 | $64.2M | 1.12% | +662+0.1% | Added |
| Evercore Wealth Management, LLC | 597,351 | $62.4M | 1.41% | +1970.0% | Added |
| Argent Capital Management LLC | 594,938 | $62.2M | 2.44% | −1,998−0.3% | Reduced |
| ING Groep NV | 589,039 | $61.6M | 1.03% | −28,041−4.5% | Reduced |
| EP Wealth Advisors, LLC | 568,419 | $59.4M | 1.35% | +42,122+8.0% | Added |
| Wilkinson Global Asset Management LLC | 566,438 | $59.2M | 5.33% | −622−0.1% | Reduced |
| AXA S.A. | 560,819 | $58.6M | 0.23% | −176,616−24.0% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 517,678 | $58.3M | 0.73% | 00.0% | Unchanged |
| Ceredex Value Advisors LLC | 557,467 | $58.3M | 0.95% | +8,889+1.6% | Added |
| Los Angeles Capital Management LLC | 554,925 | $58.0M | 0.30% | −355,153−39.0% | Reduced |
| Cornerstone Investment Partners, LLC | 544,670 | $56.9M | 4.08% | −1,125−0.2% | Reduced |
| Factory Mutual Insurance Co | 542,901 | $56.7M | 0.93% | +8,151+1.5% | Added |
| Simplex Trading, LLC | 538,019 | $56.2M | 2.18% | −62,980−10.5% | Reduced |
| CCLA Investment Management Ltd | 531,022 | $55.6M | 1.34% | +531,022 | New |
| Fort Washington Investment Advisors Inc | 531,767 | $55.6M | 0.46% | +8,052+1.5% | Added |
| Tredje AP-fonden | 531,375 | $55.5M | 1.15% | +59,361+12.6% | Added |
| Connectus Wealth, LLC | 528,751 | $55.3M | 1.15% | −9,144−1.7% | Reduced |
| Utah Retirement Systems | 522,969 | $54.7M | 0.91% | +2,600+0.5% | Added |
| Tiaa, FSB | 519,033 | $54.2M | 0.23% | −3,303−0.6% | Reduced |
| Nissay Asset Management Corp | 518,956 | $54.2M | 0.57% | −103,028−16.6% | Reduced |
| Stonegate Investment Group, LLC | 516,651 | $54.0M | 2.48% | +6,782+1.3% | Added |
| Boston Private Wealth LLC | 514,942 | $53.8M | 0.79% | +16,365+3.3% | Added |
| Ninety One UK Ltd | 513,271 | $53.6M | 0.18% | −216,478−29.7% | Reduced |
| Colony Group LLC | 509,141 | $53.2M | 0.94% | −65,212−11.4% | Reduced |
| IFM Investors Pty Ltd | 507,012 | $53.0M | 0.96% | +7,984+1.6% | Added |
| Park National Corp | 502,190 | $52.5M | 2.63% | −667−0.1% | Reduced |
| Beck Mack & Oliver LLC | 492,905 | $51.5M | 1.66% | −12,564−2.5% | Reduced |
| Financial Counselors Inc | 492,108 | $51.4M | 1.27% | +6,430+1.3% | Added |
| Basswood Capital Management, L.L.C. | 491,000 | $51.3M | 3.77% | 00.0% | Unchanged |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 489,432 | $51.1M | 1.17% | +31,978+7.0% | Added |
| Staley Capital Advisers Inc | 489,321 | $51.1M | 3.27% | +9,091+1.9% | Added |
| Intech Investment Management LLC | 486,941 | $50.9M | 0.38% | −75,207−13.4% | Reduced |
| Gulf International Bank (UK) Ltd | 486,163 | $50.8M | 0.96% | +421+0.1% | Added |
| USS Investment Management Ltd | 484,437 | $50.7M | 0.79% | −218,629−31.1% | Reduced |
| Yousif Capital Management, LLC | 483,564 | $50.5M | 0.72% | −7,692−1.6% | Reduced |
| Umb Bank N A | 481,231 | $50.3M | 0.85% | −4,965−1.0% | Reduced |
| Schonfeld Strategic Advisors LLC | 480,186 | $50.2M | 0.42% | +478,307+25,455.4% | Added |
| TCW Group Inc | 469,547 | $49.1M | 0.72% | −42,729−8.3% | Reduced |
| Clark Capital Management Group, Inc. | 467,746 | $48.9M | 0.64% | +14,255+3.1% | Added |
| Ferguson Wellman Capital Management, Inc | 467,285 | $48.8M | 1.91% | +11,802+2.6% | Added |
| Polaris Capital Management, LLC | 466,451 | $48.7M | 1.91% | −2,700−0.6% | Reduced |
| Kestra Advisory Services, LLC | 461,727 | $48.3M | 0.52% | +29,728+6.9% | Added |
| Employees Retirement System of Texas | 458,350 | $47.9M | 0.73% | +8,950+2.0% | Added |
| Advisors Capital Management, LLC | 357,168 | $47.8M | 1.28% | +35,570+11.1% | Added |
| E. Ohman J:or Asset Management AB | 455,831 | $47.6M | 2.17% | +6,081+1.4% | Added |
| Abeille Asset Management SA | 455,428 | $47.6M | 1.85% | −11,863−2.5% | Reduced |
| Virginia Retirement Systems Et Al | 455,358 | $47.6M | 0.54% | +455,358 | New |