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
- 3,395
- +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
- 1,678 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 |
|---|---|---|---|---|---|
| TruWealth Advisors, LLC | 113,865 | $11.9M | 1.26% | +6,994+6.5% | Added |
| Drexel Morgan & Co. | 112,950 | $11.8M | 2.84% | +100+0.1% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 112,764 | $11.8M | 0.51% | +5,705+5.3% | Added |
| Meridian Wealth Management, LLC | 112,270 | $11.7M | 1.26% | +1,419+1.3% | Added |
| United Asset Strategies, Inc. | 112,106 | $11.7M | 1.80% | −2,553−2.2% | Reduced |
| Perfromance Wealth Partners, LLC | 111,927 | $11.7M | 0.68% | −5,319−4.5% | Reduced |
| J.P. Marvel Investment Advisors, LLC | 111,676 | $11.7M | 2.97% | −95−0.1% | Reduced |
| MainStreet Investment Advisors LLC | 111,436 | $11.6M | 1.42% | +70.0% | Added |
| Ally Financial Inc. | 111,000 | $11.6M | 1.91% | 00.0% | Unchanged |
| Congress Asset Management Co | 110,971 | $11.6M | 0.12% | −38,322−25.7% | Reduced |
| Gillespie Robinson & Grimm Inc | 110,771 | $11.6M | 1.26% | −119,042−51.8% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 110,333 | $11.6M | 1.00% | −1,774−1.6% | Reduced |
| Canandaigua National Corp | 110,498 | $11.5M | 2.05% | +12,459+12.7% | Added |
| Bright Rock Capital Management, LLC | 110,000 | $11.5M | 3.22% | +50,000+83.3% | Added |
| Texas Yale Capital Corp. | 109,600 | $11.5M | 0.73% | −261−0.2% | Reduced |
| Grassi Investment Management | 109,259 | $11.4M | 1.68% | −197−0.2% | Reduced |
| Dearborn Partners LLC | 109,055 | $11.4M | 0.50% | +1,130+1.0% | Added |
| Northwestern Mutual Investment Management Company, LLC | 108,922 | $11.4M | 0.28% | −22,279−17.0% | Reduced |
| Thompson Siegel & Walmsley LLC | 108,256 | $11.3M | 0.20% | −2,259−2.0% | Reduced |
| Adell Harriman & Carpenter Inc | 108,184 | $11.3M | 1.38% | −745−0.7% | Reduced |
| Colonial Trust Advisors | 107,857 | $11.3M | 1.53% | +4,281+4.1% | Added |
| Woodley Farra Manion Portfolio Management Inc | 107,729 | $11.3M | 0.91% | +742+0.7% | Added |
| Gluskin Sheff & Assoc Inc | 107,326 | $11.2M | 0.67% | −1,141−1.1% | Reduced |
| IFP Advisors, Inc | 131,320 | $11.2M | 0.33% | +6,036+4.8% | Added |
| TownSquare Capital, LLC | 107,199 | $11.2M | 0.32% | +1,966+1.9% | Added |
| Cannell Peter B & Co Inc | 106,813 | $11.2M | 0.43% | −726−0.7% | Reduced |
| New England Asset Management Inc | 106,801 | $11.2M | 0.19% | +6,904+6.9% | Added |
| Inverness Counsel LLC | 106,755 | $11.2M | 0.62% | +522+0.5% | Added |
| Northwest & Ethical Investments L.P. | 106,643 | $11.1M | 0.45% | +352+0.3% | Added |
| Kemnay Advisory Services Inc. | 106,628 | $11.1M | 3.58% | −47,319−30.7% | Reduced |
| Ashburton (Jersey) Ltd | 106,318 | $11.1M | 6.63% | −2,454−2.3% | Reduced |
| Baxter Bros Inc | 106,202 | $11.1M | 1.97% | +849+0.8% | Added |
| James Investment Research Inc | 106,005 | $11.1M | 1.58% | −18,143−14.6% | Reduced |
| Integrated Advisors Network LLC | 105,575 | $11.0M | 0.75% | +2,506+2.4% | Added |
| Nicola Wealth Management Ltd. | 105,500 | $11.0M | 1.21% | +1,500+1.4% | Added |
| Torray LLC | 105,356 | $11.0M | 2.19% | +1,476+1.4% | Added |
| Pictet North America Advisors SA | 105,116 | $11.0M | 1.75% | −3,361−3.1% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 105,094 | $11.0M | 1.02% | +4,750+4.7% | Added |
| Matthew 25 Management Corp | 105,000 | $11.0M | 4.52% | 00.0% | Unchanged |
| Anderson Hoagland & Co | 104,985 | $11.0M | 1.76% | −830−0.8% | Reduced |
| HB Wealth Management, LLC | 104,964 | $11.0M | 0.23% | +17,145+19.5% | Added |
| Middleton & Co Inc | 104,573 | $10.9M | 1.66% | −21,947−17.3% | Reduced |
| Amica Mutual Insurance Co | 104,561 | $10.9M | 1.55% | −15,352−12.8% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 104,474 | $10.9M | 2.12% | +564+0.5% | Added |
| CCM Investment Advisers LLC | 103,875 | $10.9M | 1.85% | +2,317+2.3% | Added |
| Diversified Trust Co | 103,471 | $10.8M | 0.49% | −147−0.1% | Reduced |
| SS&H Financial Advisors, Inc. | 103,286 | $10.8M | 5.58% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 103,151 | $10.8M | 0.21% | +8,547+9.0% | Added |
| Rothschild Capital Partners, LLC | 103,059 | $10.8M | 4.95% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 84,639 | $10.8M | 1.20% | +4,656+5.8% | Added |
| First Financial Bank - Trust Division | 102,945 | $10.8M | 1.32% | +56+0.1% | Added |
| Kingsview Wealth Management, LLC | 102,553 | $10.7M | 0.51% | −12,349−10.7% | Reduced |
| Washington Trust Bank | 102,414 | $10.7M | 1.36% | −1,172−1.1% | Reduced |
| Trust Co of Virginia | 102,185 | $10.7M | 1.36% | +3,948+4.0% | Added |
| Corient Capital Partners, LLC | 94,796 | $10.7M | 0.82% | 00.0% | Unchanged |
| Sonora Investment Management Group, LLC | 94,514 | $10.6M | 1.37% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 101,392 | $10.6M | 1.31% | −34,000−25.1% | Reduced |
| United Bank | 101,348 | $10.6M | 1.63% | +105+0.1% | Added |
| Advisory Services Network, LLC | 100,693 | $10.5M | 0.37% | +402+0.4% | Added |
| Chicago Partners Investment Group LLC | 80,047 | $10.5M | 0.75% | +2,885+3.7% | Added |
| Unigestion Holding SA | 98,975 | $10.5M | 0.61% | −31,732−24.3% | Reduced |
| Addenda Capital Inc. | 100,528 | $10.5M | 0.48% | −12,869−11.3% | Reduced |
| Lincoln National Corp | 100,308 | $10.5M | 0.26% | +5,839+6.2% | Added |
| Vancity Investment Management Ltd | 100,117 | $10.5M | 1.66% | −1,748−1.7% | Reduced |
| Verdence Capital Advisors LLC | 100,028 | $10.5M | 1.44% | +3,421+3.5% | Added |
| NBT Bank N A | 99,964 | $10.4M | 1.71% | −2,609−2.5% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 99,841 | $10.4M | 0.52% | +3,907+4.1% | Added |
| Sigma Planning Corp | 99,705 | $10.4M | 0.40% | −3,762−3.6% | Reduced |
| Edge Capital Group, LLC | 99,578 | $10.4M | 0.86% | +21,248+27.1% | Added |
| Eagle Rock Investment Company, LLC | 99,388 | $10.4M | 2.71% | −162−0.2% | Reduced |
| Bragg Financial Advisors, Inc | 99,226 | $10.4M | 0.72% | +2,177+2.2% | Added |
| Clearstead Advisors, LLC | 99,002 | $10.3M | 0.95% | −1,912−1.9% | Reduced |
| ProVise Management Group, LLC | 98,697 | $10.3M | 1.15% | +42,415+75.4% | Added |
| Greenleaf Trust | 98,484 | $10.3M | 0.15% | +13,876+16.4% | Added |
| Telemus Capital, LLC | 98,352 | $10.3M | 1.06% | +2,599+2.7% | Added |
| First American Trust, FSB | 98,350 | $10.3M | 1.73% | −1,413−1.4% | Reduced |
| Transcend Wealth Collective, LLC | 98,253 | $10.3M | 1.14% | +9,200+10.3% | Added |
| Mitchell Sinkler & Starr | 98,031 | $10.2M | 3.97% | +1,129+1.2% | Added |
| Ledyard National Bank | 98,005 | $10.2M | 1.33% | +3,672+3.9% | Added |
| Yarbrough Capital, LLC | 97,875 | $10.2M | 0.82% | 00.0% | Unchanged |
| CSM Advisors, LLC | 97,840 | $10.2M | 1.13% | −11,380−10.4% | Reduced |
| Vestmark Advisory Solutions, Inc. | 97,353 | $10.2M | 0.57% | −4,487−4.4% | Reduced |
| Edge Wealth Management LLC | 96,257 | $10.2M | 2.25% | +212+0.2% | Added |
| Westchester Capital Management, Inc. | 97,226 | $10.2M | 3.28% | +576+0.6% | Added |
| Farmers Trust Co | 96,425 | $10.1M | 2.52% | +25,783+36.5% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 96,328 | $10.1M | 1.37% | +914+1.0% | Added |
| Engineers Gate Manager LP | 95,961 | $10.0M | 0.62% | +3,253+3.5% | Added |
| Charter Trust Co | 95,944 | $10.0M | 0.86% | +1,099+1.2% | Added |
| Assenagon Asset Management S.A. | 95,541 | $9.98M | 0.04% | +51,027+114.6% | Added |
| Prime Capital Investment Advisors, LLC | 95,451 | $9.97M | 0.57% | +12,701+15.3% | Added |
| Penobscot Investment Management Company, Inc. | 95,222 | $9.95M | 1.86% | +270.0% | Added |
| Novare Capital Management LLC | 95,150 | $9.94M | 1.27% | −6,805−6.7% | Reduced |
| BTC Capital Management, Inc. | 95,067 | $9.93M | 1.30% | −970−1.0% | Reduced |
| Socorro Asset Management LP | 94,257 | $9.85M | 4.59% | −12,814−12.0% | Reduced |
| Peak Asset Management, LLC | 94,240 | $9.85M | 2.80% | +8,219+9.6% | Added |
| Jefferies Group LLC | 94,234 | $9.85M | 0.29% | +21,182+29.0% | Added |
| Montag A & Associates Inc | 93,715 | $9.79M | 0.68% | −4,739−4.8% | Reduced |
| Shell Asset Management Co | 93,386 | $9.76M | 0.38% | −24,416−20.7% | Reduced |
| Community Bank of Raymore | 93,385 | $9.76M | 3.36% | +265+0.3% | Added |
| Leavell Investment Management, Inc. | 93,391 | $9.76M | 0.77% | +3,418+3.8% | Added |