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
13F holders, Q3 2021
Institutional positions in JPMorgan Chase & Co as of Sep 30, 2021. 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
- 8
- −3 vs. Q2 2021
- Shares held
- 399.8K
- +128.2K (+47.2%) vs. Q2 2021
- Total value
- $11.1M
- +$3.26M (+41.6%) vs. Q2 2021
- New holders
- 1
- 2 more added
- Sold out
- 4
- 1 more reduced
1 institution that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting JPM.PC 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 | 9 | $3.99M |
| Q1 2026 | 7 | $4.28M |
| Q4 2025 | 12 | $6.49M |
| Q3 2025 | 8 | $5.77M |
| Q2 2025 | 10 | $6.87M |
| Q1 2025 | 10 | $6.59M |
| Q4 2024 | 10 | $13.8M |
| Q3 2024 | 11 | $12.5M |
| Q2 2024 | 9 | $9.41M |
| Q1 2024 | 9 | $10.5M |
| Q4 2023 | 9 | $9.46M |
| Q3 2023 | 9 | $9.40M |
| Q2 2023 | 9 | $9.55M |
| Q1 2023 | 11 | $9.66M |
| Q4 2022 | 12 | $9.44M |
| Q3 2022 | 9 | $28.3M |
| Q2 2022 | 8 | $11.3M |
| Q1 2022 | 8 | $11.2M |
| Q4 2021 | 9 | $12.0M |
| Q3 2021 | 8 | $11.1M |
| Q2 2021 | 12 | $8.40M |
| Q1 2021 | 7 | $10.5M |
Institutions, Q3 2021
Shares, value and share of portfolio for each institution holding JPMorgan Chase & Co; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Estabrook Capital Management | 5,000 | $138.6K | 0.02% | −300−5.7% | Reduced |
| Umb Bank N A | 9,003 | $250.0K | 0.01% | +171+1.9% | Added |
| James Investment Research Inc | 15,000 | $416.0K | 0.04% | 00.0% | Unchanged |
| Edge Wealth Management LLC | 15,000 | $416.0K | 0.08% | 00.0% | Unchanged |
| Ar Asset Management Inc | 30,000 | $832.0K | 0.23% | 00.0% | Unchanged |
| Beck Mack & Oliver LLC | 30,662 | $850.0K | 0.02% | 00.0% | Unchanged |
| Oxbow Advisors, LLC | 72,362 | $2.01M | 0.20% | +6,374+9.7% | Added |
| Crossmark Global Holdings, Inc. | 222,755 | $6.17M | 0.14% | +222,755 | New |
| Kessler Investment Group, LLC | 0 | $0 | 0.00% | −45,369−100.0% | Sold out |
| Whalerock Point Partners, LLC | 0 | $0 | 0.00% | −40,000−100.0% | Sold out |
| Steward Partners Investment Advisory, LLC | 0 | $0 | 0.00% | −8,425−100.0% | Sold out |
| Roanoke Asset Management Corp | 0 | $0 | 0.00% | −7,000−100.0% | Sold out |
| Snow Capital Management LP | – | – | – | – | Not filed |