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 |
|---|---|---|---|---|---|
| Cincinnati Casualty Co | 93,000 | $9.72M | 6.82% | 00.0% | Unchanged |
| Cincinnati Specialty Underwriters Insurance CO | 93,000 | $9.72M | 4.46% | 00.0% | Unchanged |
| Stamos Capital Partners, L.P. | 92,920 | $9.71M | 2.47% | +1,230+1.3% | Added |
| Moneta Group Investment Advisors LLC | 92,670 | $9.68M | 0.37% | +224+0.2% | Added |
| Biondo Investment Advisors, LLC | 92,543 | $9.67M | 2.23% | +1,711+1.9% | Added |
| Rossmore Private Capital | 92,544 | $9.67M | 1.73% | +1,654+1.8% | Added |
| Martingale Asset Management L P | 92,485 | $9.66M | 0.19% | −29,772−24.4% | Reduced |
| Fred Alger Management, LLC | 92,361 | $9.65M | 0.05% | +8,403+10.0% | Added |
| Sand Hill Global Advisors, LLC | 92,224 | $9.64M | 0.61% | −696−0.7% | Reduced |
| Twin Tree Management, LP | 91,672 | $9.58M | 0.26% | +91,672 | New |
| Dowling & Yahnke LLC | 91,188 | $9.53M | 0.44% | −1,441−1.6% | Reduced |
| Endurance Wealth Management, Inc. | 91,162 | $9.53M | 1.57% | +139+0.2% | Added |
| Verition Fund Management LLC | 91,008 | $9.51M | 0.13% | +67,563+288.2% | Added |
| Maryland Capital Management | 90,885 | $9.50M | 0.79% | −46,385−33.8% | Reduced |
| American Portfolios Advisors | 90,859 | $9.49M | 0.40% | +4,259+4.9% | Added |
| Regent Investment Management LLC | 90,580 | $9.47M | 2.76% | +260+0.3% | Added |
| Stockman Wealth Management, Inc. | 90,202 | $9.43M | 2.56% | +8,482+10.4% | Added |
| Cincinnati Financial Corp | 90,000 | $9.40M | 0.26% | 00.0% | Unchanged |
| Viking Fund Management LLC | 90,000 | $9.40M | 2.22% | +13,000+16.9% | Added |
| Tufton Capital Management | 89,928 | $9.40M | 2.27% | −34,215−27.6% | Reduced |
| Circle Wealth Management, LLC | 89,739 | $9.38M | 1.55% | −1,685−1.8% | Reduced |
| Means Investment Co., Inc. | 88,843 | $9.28M | 2.01% | +1,359+1.6% | Added |
| JCIC Asset Management Inc. | 73,377 | $9.24M | 4.26% | −2,617−3.4% | Reduced |
| Beach Investment Counsel Inc | 88,220 | $9.22M | 1.31% | −282−0.3% | Reduced |
| Gratus Capital LLC | 87,717 | $9.17M | 0.98% | +10,428+13.5% | Added |
| Rice Partnership, LLC | 87,184 | $9.11M | 2.92% | +8,827+11.3% | Added |
| Choate Investment Advisors | 86,895 | $9.08M | 0.60% | −925−1.1% | Reduced |
| Cohen Capital Management, Inc. | 86,815 | $9.07M | 2.00% | +60.0% | Added |
| Lyell Wealth Management, LP | 86,391 | $9.03M | 1.54% | +1,956+2.3% | Added |
| Hoylecohen, LLC | 86,264 | $9.02M | 0.99% | −20.0% | Reduced |
| Cape Cod Five Cents Savings Bank | 86,186 | $9.01M | 1.07% | −217−0.3% | Reduced |
| Forum Financial Management, LP | 85,559 | $8.94M | 0.43% | −7,542−8.1% | Reduced |
| Brown Brothers Harriman & Co | 85,367 | $8.92M | 0.08% | −2,545−2.9% | Reduced |
| Sit Investment Associates Inc | 85,348 | $8.92M | 0.27% | −3,945−4.4% | Reduced |
| Beese Fulmer Investment Management, Inc. | 84,954 | $8.88M | 1.19% | +2,343+2.8% | Added |
| Girard Partners Ltd. | 84,623 | $8.84M | 1.17% | −60.0% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 84,501 | $8.83M | 0.52% | −6,768−7.4% | Reduced |
| Earnest Partners LLC | 84,109 | $8.79M | 0.06% | +2,706+3.3% | Added |
| Palisade Asset Management, LLC | 83,907 | $8.77M | 1.20% | +5,062+6.4% | Added |
| Freestone Capital Holdings, LLC | 83,802 | $8.76M | 0.39% | −6,106−6.8% | Reduced |
| First Citizens Bank & Trust Co | 83,519 | $8.73M | 0.29% | +272+0.3% | Added |
| Kornitzer Capital Management Inc | 83,438 | $8.72M | 0.19% | −4,269−4.9% | Reduced |
| Hudson Valley Investment Advisors Inc | 83,399 | $8.71M | 1.40% | +7,478+9.8% | Added |
| Thompson Investment Management, Inc. | 83,182 | $8.69M | 1.69% | +406+0.5% | Added |
| Wetherby Asset Management Inc | 83,003 | $8.67M | 0.61% | −449−0.5% | Reduced |
| Segment Wealth Management, LLC | 82,816 | $8.65M | 1.08% | +7,093+9.4% | Added |
| Haverford Financial Services, Inc. | 82,808 | $8.65M | 2.65% | −330.0% | Reduced |
| Greenwood Gearhart Inc | 82,751 | $8.65M | 1.37% | +5,210+6.7% | Added |
| Schnieders Capital Management LLC | 82,360 | $8.61M | 2.28% | +18,136+28.2% | Added |
| Mutual Advisors, LLC | 82,089 | $8.58M | 0.45% | +5,366+7.0% | Added |
| Vantage Investment Partners, LLC | 81,952 | $8.56M | 1.34% | +2,998+3.8% | Added |
| Burns J W & Co Inc | 81,687 | $8.54M | 1.68% | +168+0.2% | Added |
| Courier Capital LLC | 81,653 | $8.53M | 1.06% | +1,147+1.4% | Added |
| Everence Capital Management Inc | 81,495 | $8.52M | 0.79% | +10,340+14.5% | Added |
| Transform Wealth, LLC | 81,472 | $8.51M | 1.11% | −2,357−2.8% | Reduced |
| RPG Investment Advisory, LLC | 81,277 | $8.49M | 1.83% | +23,916+41.7% | Added |
| Hennessy Advisors Inc | 81,250 | $8.49M | 0.59% | +1,600+2.0% | Added |
| Sheaff Brock Investment Advisors, LLC | 81,195 | $8.48M | 1.03% | −690−0.8% | Reduced |
| Walter Public Investments Inc. | 80,802 | $8.44M | 2.96% | +594+0.7% | Added |
| Twin Capital Management Inc | 80,574 | $8.42M | 1.14% | +1,225+1.5% | Added |
| Community Bank, N.A. | 80,483 | $8.41M | 1.28% | +2,474+3.2% | Added |
| Simmons Bank | 80,221 | $8.38M | 0.78% | +1,961+2.5% | Added |
| Investment Partners, Ltd. | 80,186 | $8.38M | 2.49% | +58,611+271.7% | Added |
| Winslow Asset Management Inc | 80,093 | $8.37M | 2.18% | −396−0.5% | Reduced |
| General American Investors Co Inc | 80,000 | $8.36M | 0.87% | 00.0% | Unchanged |
| Hudson Bay Capital Management LP | 80,000 | $8.36M | 0.09% | +80,000 | New |
| Assetmark, Inc | 79,518 | $8.31M | 0.04% | +19,501+32.5% | Added |
| Gemsstock Limited | 79,400 | $8.30M | 8.20% | −700−0.9% | Reduced |
| Dakota Wealth Management | 79,348 | $8.29M | 0.68% | +22,905+40.6% | Added |
| Ardent Capital Management, Inc. | 79,240 | $8.28M | 7.38% | 00.0% | Unchanged |
| Texas Capital Bank Wealth Management Services Inc | 79,096 | $8.27M | 1.07% | +1,120+1.4% | Added |
| GAM Holding AG | 79,086 | $8.26M | 0.63% | −221−0.3% | Reduced |
| 1st Source Bank | 78,850 | $8.24M | 0.60% | +945+1.2% | Added |
| NJ State Employees Deferred Compensation Plan | 78,500 | $8.20M | 1.41% | 00.0% | Unchanged |
| Allen Mooney & Barnes Investment Advisors LLC | 78,444 | $8.20M | 2.19% | +1,203+1.6% | Added |
| CWA Asset Management Group, LLC | 78,313 | $8.18M | 0.79% | +2,039+2.7% | Added |
| Grimes & Company, Inc. | 78,023 | $8.15M | 0.43% | +3,674+4.9% | Added |
| Bridgeway Capital Management, LLC | 77,995 | $8.15M | 0.22% | −19,400−19.9% | Reduced |
| King Wealth | 77,982 | $8.15M | 2.07% | +560+0.7% | Added |
| Eagle Ridge Investment Management | 77,799 | $8.13M | 1.02% | +92+0.1% | Added |
| Richard Bernstein Advisors LLC | 77,780 | $8.13M | 0.20% | −6,719−8.0% | Reduced |
| ARS Wealth Advisors Group, LLC | 77,683 | $8.12M | 1.24% | +4,861+6.7% | Added |
| Woodmont Investment Counsel LLC | 77,314 | $8.08M | 1.01% | +7,230+10.3% | Added |
| GHP Investment Advisors, Inc. | 77,135 | $8.06M | 0.62% | +2,520+3.4% | Added |
| Cypress Capital Group | 77,133 | $8.06M | 1.34% | −5,224−6.3% | Reduced |
| SFE Investment Counsel | 77,119 | $8.06M | 2.54% | +2,994+4.0% | Added |
| Whitener Capital Management, Inc. | 77,044 | $8.05M | 3.81% | +602+0.8% | Added |
| German American Bancorp, Inc. | 76,937 | $8.04M | 1.39% | +9,011+13.3% | Added |
| Telos Capital Management, Inc. | 76,895 | $8.04M | 1.32% | +4,213+5.8% | Added |
| Punch & Associates Investment Management, Inc. | 76,854 | $8.03M | 0.56% | +90.0% | Added |
| Mirabella Financial Services LLP | 75,616 | $8.03M | 0.84% | +73,372+3,269.7% | Added |
| Ycg, LLC | 76,354 | $7.98M | 0.95% | +121+0.2% | Added |
| Balyasny Asset Management LLC | 76,102 | $7.95M | 0.03% | −118,504−60.9% | Reduced |
| Buckley Wealth Management, LLC | 75,545 | $7.89M | 2.91% | −529−0.7% | Reduced |
| WealthBridge Investment Counsel Inc. | 75,301 | $7.87M | 4.14% | +4,166+5.9% | Added |
| Holowesko Partners Ltd. | 75,300 | $7.87M | 4.44% | +6,000+8.7% | Added |
| Cutler Group LP | 75,278 | $7.87M | 0.95% | +29,921+66.0% | Added |
| Siemens Fonds Invest GmbH | 75,220 | $7.86M | 0.90% | −2,082−2.7% | Reduced |
| Caldwell Trust Co | 75,048 | $7.84M | 1.16% | −1,241−1.6% | Reduced |
| EULAV Asset Management | 75,000 | $7.84M | 0.35% | −7,000−8.5% | Reduced |