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 |
|---|---|---|---|---|---|
| Kestra Private Wealth Services, LLC | 157,767 | $16.5M | 0.95% | +27,838+21.4% | Added |
| O'Shaughnessy Asset Management, LLC | 157,423 | $16.5M | 0.31% | +12,052+8.3% | Added |
| Miramar Capital, LLC | 126,052 | $16.4M | 4.50% | +7,372+6.2% | Added |
| Evergreen Capital Management LLC | 155,689 | $16.3M | 0.85% | +21,303+15.9% | Added |
| JustInvest LLC | 154,435 | $16.1M | 0.73% | +28,528+22.7% | Added |
| Aptus Capital Advisors, LLC | 153,622 | $16.1M | 0.51% | +15,607+11.3% | Added |
| Jupiter Asset Management Ltd | 152,665 | $16.0M | 0.25% | +7,169+4.9% | Added |
| Citizens Financial Group Inc | 152,346 | $15.9M | 0.71% | +1,985+1.3% | Added |
| Integrity Advisory, LLC | 152,249 | $15.9M | 14.78% | +50,937+50.3% | Added |
| Capital International Sarl | 152,080 | $15.9M | 1.28% | +3,531+2.4% | Added |
| Allen Investment Management LLC | 152,003 | $15.9M | 0.27% | +350+0.2% | Added |
| Brookstone Capital Management | 152,881 | $15.8M | 0.37% | +890+0.6% | Added |
| FineMark National Bank & Trust | 150,429 | $15.7M | 0.78% | −33,092−18.0% | Reduced |
| Wesleyan Assurance Society | 150,207 | $15.7M | 2.41% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 150,150 | $15.7M | 0.85% | −13,700−8.4% | Reduced |
| MUFG Securities EMEA plc | 148,134 | $15.5M | 0.31% | +148,134 | New |
| Dixon Mitchell Investment Counsel Inc. | 147,387 | $15.4M | 1.15% | −2,387−1.6% | Reduced |
| Parsons Capital Management Inc | 147,131 | $15.4M | 1.38% | +5,763+4.1% | Added |
| Azimuth Capital Investment Management LLC | 146,972 | $15.4M | 0.84% | −441−0.3% | Reduced |
| Avantax Advisory Services, Inc. | 144,924 | $15.1M | 0.23% | +8,081+5.9% | Added |
| National Asset Management, Inc. | 143,788 | $15.0M | 0.45% | +36,218+33.7% | Added |
| Logan Capital Management Inc | 143,178 | $15.0M | 0.90% | −1,324−0.9% | Reduced |
| Jones Financial Companies LLLP | 143,127 | $15.0M | 0.03% | +5,236+3.8% | Added |
| Banque Pictet & Cie SA | 142,910 | $14.9M | 0.16% | −2,430−1.7% | Reduced |
| Ziegler Capital Management, LLC | 142,369 | $14.9M | 0.65% | −3,673−2.5% | Reduced |
| Private Asset Management Inc | 141,998 | $14.8M | 2.62% | −1,015−0.7% | Reduced |
| Ruffer LLP | 137,204 | $14.8M | 0.93% | −55,638−28.9% | Reduced |
| Core Alternative Capital | 141,847 | $14.8M | 2.36% | +57,750+68.7% | Added |
| Resources Management Corp | 141,841 | $14.8M | 2.56% | −322−0.2% | Reduced |
| Adviser Investments LLC | 141,743 | $14.8M | 1.04% | +4,202+3.1% | Added |
| Foster Dykema Cabot & Co Inc | 141,457 | $14.8M | 1.86% | −15,810−10.1% | Reduced |
| Patten & Patten Inc | 141,298 | $14.8M | 1.40% | +722+0.5% | Added |
| BLB&B Advisors, LLC | 141,000 | $14.7M | 1.23% | +755+0.5% | Added |
| Illinois Municipal Retirement Fund | 140,883 | $14.7M | 0.36% | −4,678−3.2% | Reduced |
| Stonebridge Capital Advisors LLC | 140,618 | $14.7M | 1.89% | +7,192+5.4% | Added |
| Equitable Holdings, Inc. | 139,936 | $14.6M | 0.29% | +12,949+10.2% | Added |
| Bollard Group LLC | 139,732 | $14.6M | 0.61% | +423+0.3% | Added |
| Achmea Investment Management B.V. | 139,397 | $14.6M | 0.52% | −48,038−25.6% | Reduced |
| Narwhal Capital Management | 138,281 | $14.4M | 2.09% | −2,462−1.7% | Reduced |
| Moors & Cabot, Inc. | 138,131 | $14.4M | 1.10% | +6,852+5.2% | Added |
| Neville Rodie & Shaw Inc | 137,465 | $14.4M | 1.41% | −10,796−7.3% | Reduced |
| Fiduciary Group LLC | 105,859 | $14.3M | 1.85% | +2,388+2.3% | Added |
| Rbo & Co LLC | 136,658 | $14.3M | 2.84% | +4,968+3.8% | Added |
| Courant Investment Management LLC | 136,592 | $14.3M | 15.45% | 00.0% | Unchanged |
| Osborne Partners Capital Management, LLC | 135,988 | $14.2M | 1.19% | +677+0.5% | Added |
| Bank of the West | 135,996 | $14.2M | 1.85% | +4,388+3.3% | Added |
| Willis Investment Counsel | 134,680 | $14.1M | 1.02% | −19,000−12.4% | Reduced |
| Hantz Financial Services, Inc. | 134,140 | $14.0M | 0.48% | +3,820+2.9% | Added |
| Fukoku Mutual Life Insurance Co | 134,100 | $14.0M | 1.32% | 00.0% | Unchanged |
| Albion Financial Group | 132,531 | $13.8M | 1.43% | +1,421+1.1% | Added |
| Callahan Advisors, LLC | 132,347 | $13.8M | 1.99% | +1,152+0.9% | Added |
| Cresset Asset Management, LLC | 132,059 | $13.8M | 0.17% | −8,166−5.8% | Reduced |
| Noesis Capital Mangement Corp | 131,719 | $13.8M | 4.17% | −454−0.3% | Reduced |
| Waverton Investment Management Ltd | 131,619 | $13.8M | 0.56% | +21,832+19.9% | Added |
| Hi-Line Capital Management, LLC | 131,208 | $13.7M | 5.53% | −2,831−2.1% | Reduced |
| Curi Capital | 130,973 | $13.7M | 2.27% | +16,605+14.5% | Added |
| Bourgeon Capital Management LLC | 130,500 | $13.6M | 3.75% | +4,435+3.5% | Added |
| First Long Island Investors, LLC | 130,374 | $13.6M | 1.51% | −1,559−1.2% | Reduced |
| CWM, LLC | 129,110 | $13.5M | 0.11% | +27,937+27.6% | Added |
| Kanawha Capital Management LLC | 129,081 | $13.5M | 1.47% | −340.0% | Reduced |
| First American Bank | 128,605 | $13.4M | 1.40% | −1,041−0.8% | Reduced |
| Steel Peak Wealth Management LLC | 128,310 | $13.4M | 1.01% | +2,838+2.3% | Added |
| Linscomb & Williams, Inc. | 128,044 | $13.4M | 0.81% | +1,457+1.2% | Added |
| Rempart Asset Management Inc. | 127,731 | $13.3M | 3.46% | +5,212+4.3% | Added |
| Forbes J M & Co LLP | 127,076 | $13.3M | 2.08% | +1,436+1.1% | Added |
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. | 126,442 | $13.2M | 6.23% | +1,516+1.2% | Added |
| Snowden Capital Advisors LLC | 126,311 | $13.2M | 0.60% | +26,634+26.7% | Added |
| Regentatlantic Capital LLC | 125,952 | $13.2M | 0.39% | +1,332+1.1% | Added |
| Point72 Asset Management, L.P. | 125,770 | $13.1M | 0.06% | +125,770 | New |
| Adams Diversified Equity Fund, Inc. | 124,700 | $13.0M | 0.65% | 00.0% | Unchanged |
| Motco | 124,680 | $13.0M | 1.03% | +675+0.5% | Added |
| Alley Investment Management Company, LLC | 124,462 | $13.0M | 2.59% | +991+0.8% | Added |
| Valeo Financial Advisors, LLC | 148,655 | $13.0M | 0.83% | +5,927+4.2% | Added |
| Birch Hill Investment Advisors LLC | 124,339 | $13.0M | 0.88% | +4,963+4.2% | Added |
| Guardian Capital Advisors LP | 125,232 | $13.0M | 1.62% | +4,725+3.9% | Added |
| Steigerwald, Gordon & Koch Inc. | 123,612 | $12.9M | 2.37% | +5,460+4.6% | Added |
| Culbertson A N & Co Inc | 123,361 | $12.9M | 2.99% | −180−0.1% | Reduced |
| Bank Hapoalim BM | 123,269 | $12.9M | 1.62% | +93,418+312.9% | Added |
| Allstate Corp | 122,865 | $12.8M | 0.37% | −13,227−9.7% | Reduced |
| Hosking Partners LLP | 122,348 | $12.8M | 0.56% | −7,544−5.8% | Reduced |
| Atlantic Union Bankshares Corp | 122,322 | $12.8M | 1.47% | −5,068−4.0% | Reduced |
| Great Valley Advisor Group, Inc. | 121,895 | $12.7M | 0.71% | +2,593+2.2% | Added |
| PGGM Investments | 121,871 | $12.7M | 0.22% | +121,871 | New |
| Cypress Capital Management LLC | 121,756 | $12.7M | 2.36% | −15,518−11.3% | Reduced |
| KMG Fiduciary Partners, LLC | 120,910 | $12.6M | 2.43% | +2,682+2.3% | Added |
| Advisor Partners II, LLC | 120,816 | $12.6M | 0.95% | +120,816 | New |
| Financial Partners Capital Management LLC | 120,378 | $12.6M | 2.98% | +370.0% | Added |
| Holocene Advisors, LP | 120,208 | $12.6M | 0.08% | −443,699−78.7% | Reduced |
| Banque Cantonale Vaudoise | 119,165 | $12.5M | 0.71% | −9,134−7.1% | Reduced |
| Prospera Financial Services Inc | 119,088 | $12.4M | 0.65% | +6,675+5.9% | Added |
| Bailard, Inc. | 118,899 | $12.4M | 0.51% | −4,222−3.4% | Reduced |
| Stillwater Capital Advisors, LLC | 118,313 | $12.4M | 2.82% | −6,791−5.4% | Reduced |
| Wedbush Securities Inc | 118,110 | $12.3M | 0.69% | +15,805+15.4% | Added |
| Intact Investment Management Inc. | 117,300 | $12.3M | 0.40% | +34,500+41.7% | Added |
| Cinctive Capital Management LP | 117,239 | $12.3M | 0.56% | +117,239 | New |
| TD Private Client Wealth LLC | 117,067 | $12.2M | 0.63% | +25,139+27.3% | Added |
| Cabot Wealth Management Inc | 116,281 | $12.2M | 2.05% | −6,239−5.1% | Reduced |
| NewEdge Wealth, LLC | 116,052 | $12.1M | 0.57% | +513+0.4% | Added |
| United Services Automobile Association | 115,695 | $12.1M | 0.34% | +4,474+4.0% | Added |
| Webster Bank, N. A. | 114,195 | $11.9M | 1.73% | +127+0.1% | Added |