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 |
|---|---|---|---|---|---|
| Fiduciary Trust Co | 303,189 | $31.7M | 0.69% | −21,218−6.5% | Reduced |
| Mercer Global Advisors Inc | 302,454 | $31.6M | 0.19% | +4,733+1.6% | Added |
| Welch Group, LLC | 301,118 | $31.5M | 2.05% | +24,028+8.7% | Added |
| Private Advisor Group, LLC | 300,946 | $31.4M | 0.36% | −81,992−21.4% | Reduced |
| Capstone Investment Advisors, LLC | 300,661 | $31.4M | 0.68% | +148,063+97.0% | Added |
| Clear Street LLC | 300,467 | $31.4M | 3.13% | +300,467 | New |
| Guggenheim Capital LLC | 300,021 | $31.4M | 0.29% | −20,727−6.5% | Reduced |
| Interval Partners, LP | 295,381 | $30.9M | 1.82% | +295,381 | New |
| Hartford Investment Management Co | 294,818 | $30.8M | 1.00% | +658+0.2% | Added |
| Roffman Miller Associates Inc | 294,710 | $30.8M | 2.81% | +4,174+1.4% | Added |
| Gillson Capital LP | 292,831 | $30.6M | 2.81% | +292,831 | New |
| PFS Investments Inc. | 291,276 | $30.4M | 0.66% | +31,796+12.3% | Added |
| British Columbia Investment Management Corp | 291,054 | $30.4M | 0.34% | −51,905−15.1% | Reduced |
| South Dakota Investment Council | 290,467 | $30.4M | 0.73% | +26,604+10.1% | Added |
| Beacon Investment Advisory Services, Inc. | 290,456 | $30.4M | 1.67% | −10,040−3.3% | Reduced |
| GWM Advisors LLC | 287,929 | $30.1M | 0.49% | −14,387−4.8% | Reduced |
| North Star Investment Management Corp. | 286,015 | $29.9M | 2.93% | +435+0.2% | Added |
| PM Capital Ltd | 284,889 | $29.8M | 7.87% | 00.0% | Unchanged |
| Man Group plc | 284,617 | $29.7M | 0.14% | – | – |
| Wesbanco Bank Inc | 282,738 | $29.5M | 2.00% | −38,814−12.1% | Reduced |
| ZWJ Investment Counsel Inc | 280,692 | $29.3M | 1.84% | +236+0.1% | Added |
| First Manhattan Co | 280,604 | $29.2M | 0.12% | −955−0.3% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 278,351 | $29.1M | 0.11% | +77,669+38.7% | Added |
| Sabal Trust CO | 277,431 | $29.0M | 2.19% | +11,191+4.2% | Added |
| Destination Wealth Management | 277,358 | $29.0M | 1.22% | +11,121+4.2% | Added |
| Stephens Inc | 277,216 | $29.0M | 0.62% | −45,395−14.1% | Reduced |
| Chartwell Investment Partners, LLC | 276,787 | $28.9M | 1.23% | +26,462+10.6% | Added |
| B. Metzler seel. Sohn & Co. AG | 276,166 | $28.9M | 0.52% | +302+0.1% | Added |
| Parsec Financial Management, Inc. | 271,104 | $28.3M | 1.42% | −26,585−8.9% | Reduced |
| McDonald Capital Investors Inc | 270,777 | $28.3M | 2.51% | +6,094+2.3% | Added |
| Cetera Advisor Networks LLC | 268,265 | $28.0M | 0.35% | +17,006+6.8% | Added |
| Taurus Asset Management, LLC | 268,271 | $28.0M | 3.75% | +18,340+7.3% | Added |
| Squarepoint Ops LLC | 267,960 | $28.0M | 0.25% | −258,982−49.1% | Reduced |
| Gradient Investments LLC | 266,725 | $27.9M | 0.85% | −1,217−0.5% | Reduced |
| Barr E S & Co | 266,483 | $27.8M | 2.46% | +13,853+5.5% | Added |
| Commerzbank Aktiengesellschaft | 266,369 | $27.8M | 2.06% | +22,502+9.2% | Added |
| Nexus Investment Management ULC | 266,072 | $27.8M | 3.46% | +14,100+5.6% | Added |
| Daiwa Securities Group Inc. | 261,592 | $27.3M | 0.23% | +11,642+4.7% | Added |
| Searle & Co. | 261,117 | $27.3M | 10.49% | +252,806+3,041.8% | Added |
| First National Bank of Omaha | 260,411 | $27.2M | 1.78% | +5,535+2.2% | Added |
| Cornerstone Advisors, LLC | 257,000 | $26.9M | 1.32% | 00.0% | Unchanged |
| MBB Public Markets I LLC | 254,252 | $26.6M | 0.72% | −13,500−5.0% | Reduced |
| First National Trust Co | 252,873 | $26.4M | 1.54% | +2,488+1.0% | Added |
| Walleye Trading LLC | 252,586 | $26.4M | 0.86% | +50,677+25.1% | Added |
| Spears Abacus Advisors LLC | 252,425 | $26.4M | 2.60% | −1,035−0.4% | Reduced |
| Argent Trust Co | 249,752 | $26.1M | 1.89% | +6,163+2.5% | Added |
| Meyer Handelman Co | 248,471 | $26.0M | 1.20% | +2,280+0.9% | Added |
| Capitolis Advisors LLC | 247,928 | $25.9M | 1.84% | 00.0% | Unchanged |
| Bowen Hanes & Co Inc | 246,320 | $25.7M | 1.00% | −181,745−42.5% | Reduced |
| First Foundation Advisors | 246,084 | $25.7M | 1.26% | −1,959−0.8% | Reduced |
| Bryn Mawr Trust Co | 245,460 | $25.7M | 1.25% | −471−0.2% | Reduced |
| Ossiam | 245,166 | $25.6M | 0.74% | −7,313−2.9% | Reduced |
| Ingalls & Snyder LLC | 243,923 | $25.5M | 1.43% | −893−0.4% | Reduced |
| Securian Asset Management, Inc | 243,656 | $25.5M | 0.76% | +749+0.3% | Added |
| Busey Wealth Management | 242,758 | $25.4M | 1.25% | +3,357+1.4% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 242,737 | $25.4M | 0.63% | −6,441−2.6% | Reduced |
| Covington Capital Management | 242,723 | $25.4M | 1.09% | +2,253+0.9% | Added |
| Tocqueville Asset Management L.P. | 241,552 | $25.2M | 0.51% | +55,509+29.8% | Added |
| Lido Advisors, LLC | 241,314 | $25.2M | 0.50% | +38,013+18.7% | Added |
| Crossmark Global Holdings, Inc. | 241,021 | $25.2M | 0.70% | +13,711+6.0% | Added |
| Fishman Jay A Ltd | 240,724 | $25.2M | 3.64% | −1,825−0.8% | Reduced |
| Leonteq Securities AG | 240,531 | $25.1M | 1.31% | +36,301+17.8% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 240,137 | $25.1M | 1.52% | −49,389−17.1% | Reduced |
| NorthCrest Asset Manangement, LLC | 238,801 | $25.0M | 1.35% | +8,646+3.8% | Added |
| NS Partners Ltd | 238,692 | $24.9M | 1.62% | +6,975+3.0% | Added |
| Alberta Investment Management Corp | 237,570 | $24.8M | 0.19% | −74,732−23.9% | Reduced |
| Maple Capital Management, Inc. | 184,951 | $24.8M | 3.12% | +4,673+2.6% | Added |
| Crestwood Advisors Group LLC | 236,664 | $24.7M | 0.88% | −1,363−0.6% | Reduced |
| Heritage Investors Management Corp | 236,432 | $24.7M | 1.24% | +3,972+1.7% | Added |
| Lockheed Martin Investment Management Co | 235,560 | $24.6M | 1.98% | +94,900+67.5% | Added |
| HBK Sorce Advisory LLC | 234,657 | $24.5M | 1.64% | +127,052+118.1% | Added |
| Badgley Phelps Wealth Managers, LLC | 233,740 | $24.4M | 1.05% | +3,315+1.4% | Added |
| Galvin, Gaustad & Stein, LLC | 230,602 | $24.1M | 2.55% | +19,402+9.2% | Added |
| Polar Capital Holdings Plc | 230,204 | $24.1M | 0.19% | +14,486+6.7% | Added |
| Central Securities Corp | 230,000 | $24.0M | 3.39% | 00.0% | Unchanged |
| Kentucky Retirement Systems | 229,556 | $24.0M | 1.02% | +11,572+5.3% | Added |
| Old National Bancorp | 229,164 | $23.9M | 0.81% | +6,345+2.8% | Added |
| Baker Avenue Asset Management, LP | 228,293 | $23.9M | 1.58% | +57,507+33.7% | Added |
| Venture Visionary Partners LLC | 227,744 | $23.8M | 1.93% | +7,747+3.5% | Added |
| Wealthfront Advisers LLC | 227,340 | $23.8M | 0.13% | +12,055+5.6% | Added |
| Flputnam Investment Management Co | 226,955 | $23.7M | 0.92% | +5,539+2.5% | Added |
| Cetera Advisors LLC | 226,937 | $23.7M | 0.63% | +30,038+15.3% | Added |
| Klingenstein Fields & Co LP | 226,805 | $23.7M | 1.30% | +10,849+5.0% | Added |
| Private Wealth Partners, LLC | 226,701 | $23.7M | 3.03% | −2,683−1.2% | Reduced |
| Edmond de Rothschild Holding S.A. | 226,221 | $23.6M | 0.63% | −19,840−8.1% | Reduced |
| Oregon Public Employees Retirement Fund | 224,143 | $23.4M | 0.33% | −5,795−2.5% | Reduced |
| Wolverine Trading, LLC | 220,209 | $23.4M | 0.90% | −17,068−7.2% | Reduced |
| First Horizon Advisors, Inc. | 223,186 | $23.3M | 0.93% | +830.0% | Added |
| Matrix Asset Advisors Inc | 221,278 | $23.1M | 3.79% | −901−0.4% | Reduced |
| Elo Mutual Pension Insurance Co | 220,590 | $23.1M | 0.87% | −12,161−5.2% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 218,582 | $23.0M | 0.37% | −31,173−12.5% | Reduced |
| Mill Capital Management, LLC | 219,579 | $22.9M | 2.68% | −2,375−1.1% | Reduced |
| Clifford Swan Investment Counsel LLC | 219,499 | $22.9M | 1.08% | −664−0.3% | Reduced |
| Stratos Wealth Partners, LTD. | 219,034 | $22.9M | 0.64% | −29,384−11.8% | Reduced |
| Stewart & Patten Co LLC | 218,195 | $22.8M | 4.39% | +7,615+3.6% | Added |
| Norinchukin Bank, The | 217,776 | $22.8M | 0.46% | +25,574+13.3% | Added |
| MMBG Investment Advisors Co. | 217,639 | $22.7M | 3.04% | +3,188+1.5% | Added |
| Schwerin Boyle Capital Management Inc | 217,476 | $22.7M | 2.47% | −550−0.3% | Reduced |
| Highland Capital Management, LLC | 216,864 | $22.7M | 1.75% | −1,101−0.5% | Reduced |
| Markel Group Inc.SuperinvestorMarkel Group | 216,550 | $22.6M | 0.33% | 00.0% | Unchanged |