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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

13F holders of JPM.PC: Q1 2021 compared with Q2 2021
MeasureQ1 2021Q2 2021Change
Holders712+5
Shares381.6K291.6K−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.

Institutions new to JPM.PC in Q2 2021
InstitutionSharesValue% of portfolio
Oxbow Advisors, LLC65,988$1.90M0.20%
Kessler Investment Group, LLC45,369$1.31M1.04%
Whalerock Point Partners, LLC40,000$1.15M0.44%
Umb Bank N A8,832$255.0K0.01%
Steward Partners Investment Advisory, LLC8,425$243.0K0.00%
Roanoke Asset Management Corp7,000$202.0K0.07%

Sold out (1)

Institutions that held JPMorgan Chase & Co at the end of Q1 2021 and filed for Q2 2021 without it.

Institutions that sold out of JPM.PC in Q2 2021
InstitutionShares, Q1 2021Value, Q1 2021
Sonora Investment Management, LLC268,115$7.37M