JPMorgan Chase & Co
JPM.PC- 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; 9 institutions reported holding it in 13F filings for Q2 2026, worth $3.99M in total; no superinvestor holds it.
Other share classesJPMAMJBVYLDJPM.PDJPM.PJJPM.PKJPM.PLJPM.PM
Q2 2021 vs. Q1 2021
How the institutions holding JPMorgan Chase & Co changed between Q1 2021 and Q2 2021.
All holders in Q2 2021All holders in Q1 2021
| Measure | Q1 2021 | Q2 2021 | Change |
|---|---|---|---|
| Holders | 7 | 12 | +5 |
| Shares | 381.6K | 291.6K | −90.1K (−23.6%) |
| Value | $10.5M | $8.40M | −$2.08M (−19.9%) |
New holders (6)
Institutions that held JPMorgan Chase & Co at the end of Q2 2021 but not at the end of Q1 2021.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Oxbow Advisors, LLC | 65,988 | $1.90M | 0.20% |
| Kessler Investment Group, LLC | 45,369 | $1.31M | 1.04% |
| Whalerock Point Partners, LLC | 40,000 | $1.15M | 0.44% |
| Umb Bank N A | 8,832 | $255.0K | 0.01% |
| Steward Partners Investment Advisory, LLC | 8,425 | $243.0K | 0.00% |
| Roanoke Asset Management Corp | 7,000 | $202.0K | 0.07% |
Sold out (1)
Institutions that held JPMorgan Chase & Co at the end of Q1 2021 and filed for Q2 2021 without it.
| Institution | Shares, Q1 2021 | Value, Q1 2021 |
|---|---|---|
| Sonora Investment Management, LLC | 268,115 | $7.37M |