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 |
|---|---|---|---|---|---|
| Chilton Capital Management LLC | 216,249 | $22.6M | 1.50% | +417+0.2% | Added |
| Algebris (UK) Ltd | 218,252 | $22.6M | 10.14% | +193,252+773.0% | Added |
| St Germain D J Co Inc | 200,268 | $22.6M | 1.49% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 214,411 | $22.4M | 1.02% | +7,000+3.4% | Added |
| Johnson Investment Counsel Inc | 213,971 | $22.4M | 0.33% | −360−0.2% | Reduced |
| Oakworth Capital, Inc. | 213,913 | $22.4M | 2.47% | +2,242+1.1% | Added |
| Manitou Investment Management Ltd. | 213,169 | $22.3M | 4.19% | +6,479+3.1% | Added |
| Atria Investments LLC | 210,486 | $22.0M | 0.49% | +12,546+6.3% | Added |
| Capital International Ltd | 209,903 | $21.9M | 1.53% | +8,915+4.4% | Added |
| Howard Capital Management Group, LLC | 209,833 | $21.9M | 2.77% | +500+0.2% | Added |
| LaFleur & Godfrey LLC | 208,985 | $21.8M | 3.89% | −8,294−3.8% | Reduced |
| Northeast Investment Management | 208,150 | $21.8M | 1.47% | −4,165−2.0% | Reduced |
| Chesley Taft & Associates LLC | 207,838 | $21.7M | 1.60% | −739−0.4% | Reduced |
| Smith, Salley & Associates | 207,392 | $21.7M | 2.02% | −1,144−0.5% | Reduced |
| Pictet & Cie (Europe) SA | 206,610 | $21.6M | 1.06% | 00.0% | Unchanged |
| LMCG Investments, LLC | 205,628 | $21.5M | 1.57% | +1,448+0.7% | Added |
| Absher Wealth Management, LLC | 205,545 | $21.5M | 4.51% | +20,569+11.1% | Added |
| Brinker Capital Investments, LLC | 205,496 | $21.5M | 0.44% | +9,437+4.8% | Added |
| Ieq Capital, LLC | 203,905 | $21.3M | 0.58% | +32,439+18.9% | Added |
| Eagle Global Advisors LLC | 202,630 | $21.2M | 1.59% | −2,913−1.4% | Reduced |
| Wafra Inc. | 201,925 | $21.1M | 0.84% | +444+0.2% | Added |
| Hancock Whitney Corp | 201,893 | $21.1M | 0.90% | −8,139−3.9% | Reduced |
| Front Barnett Associates LLC | 201,394 | $21.0M | 2.77% | +638+0.3% | Added |
| Polar Asset Management Partners Inc. | 200,700 | $21.0M | 0.28% | +200,700 | New |
| Estabrook Capital Management | 200,687 | $21.0M | 3.90% | −2,029−1.0% | Reduced |
| Community Trust & Investment Co | 198,783 | $20.8M | 1.98% | +2,372+1.2% | Added |
| Cetera Investment Advisers | 197,963 | $20.7M | 0.41% | −76,879−28.0% | Reduced |
| Cardinal Capital Management, Inc. | 196,966 | $20.6M | 1.25% | +120+0.1% | Added |
| Shufro Rose & Co LLC | 196,697 | $20.6M | 2.05% | −2,516−1.3% | Reduced |
| Thomasville National Bank | 196,262 | $20.5M | 2.46% | +5,011+2.6% | Added |
| Weiss Multi-Strategy Advisers LLC | 196,149 | $20.5M | 0.56% | +196,149 | New |
| Wade G W & Inc | 195,013 | $20.4M | 1.00% | +3,938+2.1% | Added |
| Cullinan Associates Inc | 194,775 | $20.4M | 1.29% | +11,562+6.3% | Added |
| Braun Stacey Associates Inc | 194,154 | $20.3M | 1.23% | −13,238−6.4% | Reduced |
| Capital Investment Advisors, LLC | 193,676 | $20.2M | 0.69% | +12,149+6.7% | Added |
| Anchor Capital Advisors LLC | 193,029 | $20.2M | 0.56% | −11,648−5.7% | Reduced |
| Levin Capital Strategies, L.P. | 193,015 | $20.2M | 2.75% | −14,494−7.0% | Reduced |
| Janney Capital Management LLC | 190,273 | $19.9M | 1.62% | +4,526+2.4% | Added |
| Oak Associates, Ltd | 187,746 | $19.6M | 1.66% | −2,557−1.3% | Reduced |
| Louisiana State Employees Retirement System | 187,700 | $19.6M | 0.57% | +1,700+0.9% | Added |
| Nippon Life Global Investors Americas, Inc. | 187,390 | $19.6M | 1.38% | −40,610−17.8% | Reduced |
| Kettle Hill Capital Management, LLC | 187,228 | $19.6M | 4.63% | +34,975+23.0% | Added |
| Atria Wealth Solutions, Inc. | 185,852 | $19.4M | 0.34% | −746−0.4% | Reduced |
| National Mutual Insurance Federation of Agricultural Cooperatives | 184,900 | $19.3M | 0.22% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 184,382 | $19.3M | 0.16% | −1,235−0.7% | Reduced |
| Palisade Capital Management LLC | 182,706 | $19.1M | 0.54% | +7,215+4.1% | Added |
| Hyman Charles D | 182,580 | $19.1M | 1.47% | +705+0.4% | Added |
| Wharton Business Group, LLC | 182,390 | $19.1M | 1.29% | +1,546+0.9% | Added |
| Wilsey Asset Management Inc | 181,798 | $19.0M | 5.00% | +7,807+4.5% | Added |
| Rockland Trust Co | 181,407 | $19.0M | 1.35% | +10,280+6.0% | Added |
| Sandy Spring Bank | 181,174 | $18.9M | 1.20% | −1,847−1.0% | Reduced |
| Independent Advisor Alliance | 180,097 | $18.8M | 1.10% | +2,517+1.4% | Added |
| Polaris Wealth Advisory Group, LLC | 178,467 | $18.7M | 1.56% | −125,620−41.3% | Reduced |
| Marco Investment Management LLC | 178,656 | $18.7M | 2.37% | −311−0.2% | Reduced |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 175,990 | $18.7M | 1.55% | 00.0% | Unchanged |
| Central Trust Co | 178,408 | $18.6M | 0.64% | −3,544−1.9% | Reduced |
| Tower Bridge Advisors | 178,234 | $18.6M | 1.66% | +1,660+0.9% | Added |
| American Assets Investment Management, LLC | 177,600 | $18.6M | 2.42% | 00.0% | Unchanged |
| Franklin Street Advisors Inc | 177,577 | $18.6M | 1.88% | +15,649+9.7% | Added |
| Appleton Partners Inc | 176,352 | $18.4M | 1.84% | −1,966−1.1% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 175,884 | $18.4M | 1.60% | −276−0.2% | Reduced |
| KCM Investment Advisors LLC | 175,555 | $18.3M | 0.85% | +1,040+0.6% | Added |
| BTR Capital Management Inc | 175,371 | $18.3M | 2.86% | −491−0.3% | Reduced |
| Doyle Wealth Management | 174,987 | $18.3M | 1.57% | +2,109+1.2% | Added |
| Group One Trading, L.P. | 173,828 | $18.2M | 0.59% | −132,556−43.3% | Reduced |
| Farmers & Merchants Investments Inc | 173,124 | $18.1M | 0.82% | +10,072+6.2% | Added |
| Congress Wealth Management LLC | 172,401 | $18.0M | 0.49% | +6,980+4.2% | Added |
| Ironvine Capital Partners, LLC | 172,050 | $18.0M | 2.41% | +22,254+14.9% | Added |
| Metropolitan Life Insurance Co | 171,740 | $17.9M | 0.85% | −2,321−1.3% | Reduced |
| Randolph Co Inc | 171,464 | $17.9M | 2.84% | +240.0% | Added |
| Northeast Financial Consultants Inc | 171,437 | $17.9M | 1.31% | −1,441−0.8% | Reduced |
| Trust Co of Vermont | 171,369 | $17.9M | 1.42% | +11,987+7.5% | Added |
| Fort Pitt Capital Group, LLC | 170,514 | $17.8M | 0.82% | +18,373+12.1% | Added |
| Bank of Nova Scotia Trust Co | 169,779 | $17.7M | 2.01% | +1,656+1.0% | Added |
| Blue Chip Partners, Inc. | 169,561 | $17.7M | 2.43% | +6,551+4.0% | Added |
| Veritable, L.P. | 169,528 | $17.7M | 0.34% | −9,110−5.1% | Reduced |
| First Fiduciary Investment Counsel, Inc. | 168,914 | $17.7M | 4.43% | +6,449+4.0% | Added |
| Kiwi Wealth Investments Limited Partnership | 156,741 | $17.7M | 1.22% | 00.0% | Unchanged |
| Erste Asset Management GmbH | 166,400 | $17.6M | 0.39% | −24,618−12.9% | Reduced |
| PEAK6 Investments LLC | 168,216 | $17.6M | 0.65% | −294,648−63.7% | Reduced |
| Moody Lynn & Lieberson, LLC | 167,740 | $17.5M | 1.69% | −34,322−17.0% | Reduced |
| Arvest Trust Co N A | 167,592 | $17.5M | 1.21% | +4,789+2.9% | Added |
| Easterly Investment Partners LLC | 167,575 | $17.5M | 1.68% | +17,902+12.0% | Added |
| Villere St Denis J & Co LLC | 166,811 | $17.4M | 1.39% | +700.0% | Added |
| Overbrook Management Corp | 166,612 | $17.4M | 4.95% | +52,915+46.5% | Added |
| Prudential PLC | 166,079 | $17.4M | 0.27% | +10,831+7.0% | Added |
| Howe & Rusling Inc | 165,345 | $17.3M | 2.29% | +1,984+1.2% | Added |
| Lowe Brockenbrough & Co Inc | 163,788 | $17.1M | 1.65% | −1,508−0.9% | Reduced |
| Carret Asset Management, LLC | 163,344 | $17.1M | 2.55% | −401−0.2% | Reduced |
| South State Corp. | 162,594 | $17.0M | 1.69% | +3,364+2.1% | Added |
| Point72 Hong Kong Ltd | 162,492 | $17.0M | 1.02% | +148,282+1,043.5% | Added |
| We Are One Seven, LLC | 82,306 | $16.9M | 1.62% | +432+0.5% | Added |
| Sequoia Financial Advisors, LLC | 162,070 | $16.9M | 0.53% | +9,914+6.5% | Added |
| Verity & Verity, LLC | 161,823 | $16.9M | 2.72% | +4,686+3.0% | Added |
| Acadian Asset Management LLC | 161,797 | $16.9M | 0.09% | +15,138+10.3% | Added |
| Rothschild Investment Corp | 160,559 | $16.8M | 1.66% | −3,317−2.0% | Reduced |
| Alpine Woods Capital Investors, LLC | 158,338 | $16.5M | 2.25% | −557−0.4% | Reduced |
| Abner Herrman & Brock LLC | 158,209 | $16.5M | 3.03% | +2,023+1.3% | Added |
| Osher Van de Voorde Investment Management | 157,935 | $16.5M | 4.55% | +9,367+6.3% | Added |
| U.S. Capital Wealth Advisors, LLC | 157,827 | $16.5M | 0.84% | +9,306+6.3% | Added |