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 |
|---|---|---|---|---|---|
| Dodge & Cox | 452,360 | $47.3M | 0.04% | −12,050−2.6% | Reduced |
| Gabelli Funds LLC | 452,067 | $47.2M | 0.39% | −6,450−1.4% | Reduced |
| Berkshire Asset Management LLC | 451,100 | $47.1M | 3.34% | −5,033−1.1% | Reduced |
| Phoenix Holdings Ltd. | 443,504 | $47.1M | 1.04% | −1,385−0.3% | Reduced |
| SG Americas Securities, LLC | 449,999 | $47.0M | 0.72% | −230,330−33.9% | Reduced |
| Cullen/Frost Bankers, Inc. | 447,374 | $46.8M | 1.07% | +13,092+3.0% | Added |
| Omers Administration Corp | 446,464 | $46.7M | 0.78% | −169,800−27.6% | Reduced |
| RNC Capital Management LLC | 441,259 | $46.1M | 2.89% | −2,838−0.6% | Reduced |
| Impax Asset Management Group plc | 440,336 | $46.0M | 0.24% | +95,502+27.7% | Added |
| InterOcean Capital Group, LLC | 430,448 | $45.0M | 1.86% | +10,746+2.6% | Added |
| Stock Yards Bank & Trust Co | 430,206 | $45.0M | 1.92% | −1,043−0.2% | Reduced |
| Pinnacle Financial Partners Inc | 429,189 | $44.9M | 1.62% | +14,979+3.6% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 428,945 | $44.8M | 0.45% | +1,311+0.3% | Added |
| Mutual of America Capital Management LLC | 427,265 | $44.6M | 0.60% | +8,637+2.1% | Added |
| Voloridge Investment Management, LLC | 423,072 | $44.2M | 0.24% | −139,351−24.8% | Reduced |
| Capital International Inc | 422,901 | $44.2M | 0.99% | −390,838−48.0% | Reduced |
| Prio Wealth Limited Partnership | 418,541 | $43.7M | 1.87% | −489−0.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 418,108 | $43.7M | 0.82% | +34,215+8.9% | Added |
| Pinnacle Associates Ltd | 415,443 | $43.4M | 1.00% | +5,481+1.3% | Added |
| New York Life Investment Management LLC | 415,176 | $43.4M | 0.52% | +568+0.1% | Added |
| Texas Permanent School Fund | 414,596 | $43.3M | 0.70% | +26,654+6.9% | Added |
| Teachers Retirement System of the State of Kentucky | 411,843 | $43.0M | 0.50% | +411,843 | New |
| Seizert Capital Partners, LLC | 411,723 | $43.0M | 2.43% | +795+0.2% | Added |
| Capital Advisors Inc | 386,336 | $43.0M | 1.33% | +74,197+23.8% | Added |
| State of Alaska, Department of Revenue | 406,998 | $42.5M | 0.57% | −14,720−3.5% | Reduced |
| Becker Capital Management Inc | 404,761 | $42.3M | 2.22% | −2,776−0.7% | Reduced |
| Cantor Fitzgerald, L. P. | 403,395 | $42.2M | 0.92% | −94,897−19.0% | Reduced |
| Glenview Trust Co | 402,898 | $42.1M | 1.60% | +4,428+1.1% | Added |
| Brandes Investment Partners, LP | 400,949 | $41.9M | 1.10% | +11,708+3.0% | Added |
| Guidance Point Advisors, LLC | 400,574 | $41.9M | 19.11% | +30.0% | Added |
| Avalon Investment & Advisory | 400,549 | $41.9M | 1.30% | −90,459−18.4% | Reduced |
| Madison Asset Management, LLC | 400,402 | $41.8M | 0.71% | +81,152+25.4% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 396,350 | $41.4M | 2.11% | +127,871+47.6% | Added |
| RMB Capital Management, LLC | 395,989 | $41.4M | 1.54% | +17,424+4.6% | Added |
| Cambiar Investors LLC | 394,005 | $41.2M | 2.07% | +2,477+0.6% | Added |
| Miller Value Partners, LLC | 391,803 | $40.9M | 2.49% | +1,966+0.5% | Added |
| Waters Parkerson & Co., LLC | 390,844 | $40.8M | 2.74% | +2,642+0.7% | Added |
| Synovus Financial Corp | 389,795 | $40.7M | 0.50% | +19,553+5.3% | Added |
| Locust Wood Capital Advisers, LLC | 389,311 | $40.7M | 3.13% | −5,911−1.5% | Reduced |
| Associated Banc-Corp | 389,113 | $40.7M | 1.88% | +5,044+1.3% | Added |
| Cambridge Trust Co | 388,064 | $40.6M | 1.92% | −8,204−2.1% | Reduced |
| Davis R M Inc | 387,519 | $40.5M | 1.17% | −4,113−1.1% | Reduced |
| Gamco Investors, Inc. Et Al | 387,355 | $40.5M | 0.48% | −18,107−4.5% | Reduced |
| Industrial Alliance Investment Management Inc. | 384,399 | $40.2M | 1.18% | +46,172+13.7% | Added |
| Nicholas Company, Inc. | 382,555 | $40.0M | 0.92% | 00.0% | Unchanged |
| Smith Chas P & Associates Pa Cpas | 380,509 | $39.8M | 3.38% | +10,962+3.0% | Added |
| Investment Management Corp of Ontario | 380,000 | $39.7M | 6.39% | 00.0% | Unchanged |
| Country Trust Bank | 379,865 | $39.7M | 1.25% | −67,229−15.0% | Reduced |
| TCTC Holdings, LLC | 377,206 | $39.4M | 1.71% | +3,083+0.8% | Added |
| Lazard Asset Management LLC | 374,725 | $39.2M | 0.06% | −7,987−2.1% | Reduced |
| Washington Trust Co | 373,903 | $39.1M | 1.97% | −3,480−0.9% | Reduced |
| ArrowMark Colorado Holdings LLC | 373,271 | $39.0M | 0.48% | +53,132+16.6% | Added |
| JTC Employer Solutions Trusteee Ltd | 372,603 | $39.0M | 6.48% | +323,660+661.3% | Added |
| D.A. Davidson & Co. | 371,910 | $38.9M | 0.51% | +16,119+4.5% | Added |
| Private Management Group Inc | 370,940 | $38.8M | 1.81% | +31,956+9.4% | Added |
| Vaughan David Investments LLC | 369,797 | $38.6M | 1.29% | +4,687+1.3% | Added |
| Candriam Luxembourg S.C.A. | 366,069 | $38.3M | 0.27% | −20,266−5.2% | Reduced |
| Oppenheimer & Co Inc | 359,758 | $37.6M | 0.88% | −12,723−3.4% | Reduced |
| Swiss Life Asset Management Ltd | 356,796 | $37.3M | 0.64% | −31,398−8.1% | Reduced |
| Foundry Partners, LLC | 354,946 | $37.1M | 2.34% | +49,025+16.0% | Added |
| Border to Coast Pensions Partnership Ltd | 354,938 | $37.1M | 1.20% | 00.0% | Unchanged |
| Eisler Capital (UK) Ltd. | 352,980 | $36.9M | 7.42% | +214,311+154.5% | Added |
| Principle Wealth Partners LLC | 351,067 | $36.7M | 4.76% | +9,501+2.8% | Added |
| Meitav Dash Investments Ltd | 344,618 | $36.6M | 0.64% | −4,718−1.4% | Reduced |
| Henshaw Capital LLC | 347,660 | $36.3M | 2.68% | −1,032−0.3% | Reduced |
| Nan Shan Life Insurance Co., Ltd. | 346,933 | $36.3M | 0.89% | 00.0% | Unchanged |
| Miller Howard Investments Inc | 345,061 | $36.1M | 1.48% | +54,411+18.7% | Added |
| Banco Santander, S.A. | 344,991 | $36.1M | 0.48% | −10,322−2.9% | Reduced |
| Czech National Bank | 340,514 | $35.6M | 1.02% | +340,514 | New |
| Worldquant Millennium Advisors LLC | 340,394 | $35.6M | 0.86% | +47,562+16.2% | Added |
| Deprince Race & Zollo Inc | 340,053 | $35.5M | 0.91% | +17,768+5.5% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 339,140 | $35.4M | 0.23% | +184,331+119.1% | Added |
| Global Frontier Investments LLC | 339,000 | $35.4M | 17.96% | 00.0% | Unchanged |
| Carlson Capital L P | 335,700 | $35.1M | 2.66% | +335,700 | New |
| HM Payson & Co | 332,349 | $34.7M | 0.95% | −200,334−37.6% | Reduced |
| Conning Inc. | 332,460 | $34.7M | 1.23% | −30,301−8.4% | Reduced |
| Twinbeech Capital LP | 330,799 | $34.6M | 0.91% | +168,916+104.3% | Added |
| Alpha Cubed Investments, LLC | 327,131 | $34.2M | 2.67% | −13,134−3.9% | Reduced |
| Massmutual Trust Co FSB | 325,940 | $34.1M | 1.55% | +9,135+2.9% | Added |
| Bokf, NA | 324,444 | $33.9M | 0.69% | −4,379−1.3% | Reduced |
| Westpac Banking Corp | 323,358 | $33.8M | 0.52% | −9,411−2.8% | Reduced |
| Carnegie Capital Asset Management, LLC | 322,043 | $33.7M | 1.60% | +15,524+5.1% | Added |
| Beacon Pointe Advisors, LLC | 319,974 | $33.4M | 0.75% | +18,781+6.2% | Added |
| Donaldson Capital Management, LLC | 317,882 | $33.2M | 1.82% | +4,496+1.4% | Added |
| Ancora Advisors, LLC | 317,128 | $33.1M | 1.05% | +6,909+2.2% | Added |
| Xponance, Inc. | 316,933 | $33.1M | 0.64% | +69,554+28.1% | Added |
| Raymond James Trust N.A. | 316,263 | $33.0M | 1.23% | +6,166+2.0% | Added |
| MAI Capital Management | 313,597 | $32.8M | 0.62% | −64,623−17.1% | Reduced |
| Bridges Investment Management Inc | 312,842 | $32.7M | 1.26% | +11,190+3.7% | Added |
| Payden & Rygel | 312,560 | $32.7M | 1.91% | +83,700+36.6% | Added |
| Brookfield Asset Management Inc. | 310,532 | $32.5M | 0.12% | +310,532 | New |
| Vigilant Capital Management, LLC | 310,251 | $32.4M | 3.05% | +18,293+6.3% | Added |
| Vontobel Holding Ltd. | 305,365 | $32.4M | 0.38% | +48,944+19.1% | Added |
| AE Wealth Management LLC | 307,770 | $32.2M | 0.26% | +88,824+40.6% | Added |
| Tower Research Capital LLC (TRC) | 307,148 | $32.1M | 0.52% | +109,470+55.4% | Added |
| Cubist Systematic Strategies, LLC | 306,967 | $32.1M | 0.24% | −62,870−17.0% | Reduced |
| Aristotle Atlantic Partners, LLC | 305,452 | $31.9M | 1.94% | +131,760+75.9% | Added |
| Advisors Asset Management, Inc. | 305,072 | $31.9M | 0.65% | +12,746+4.4% | Added |
| Whittier Trust Co of Nevada Inc | 304,963 | $31.9M | 1.36% | +2,752+0.9% | Added |
| Eastern Bank | 303,193 | $31.7M | 1.81% | −357−0.1% | Reduced |