Skip to main content

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, Q1 2021

Institutional positions in JPMorgan Chase & Co as of Mar 31, 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
3,218
No complete 13F data for Q4 2020
Shares held
2.17B
No complete 13F data for Q4 2020
Total value
$330.3B
No complete 13F data for Q4 2020

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.

Institutional holdersQ1 2021: 3,218 institutions
Q1 2021: 3,218 institutionsQ2 2021: 3,246 institutionsQ3 2021: 3,239 institutionsQ4 2021: 3,594 institutionsQ1 2022: 3,519 institutionsQ2 2022: 3,428 institutionsQ3 2022: 3,396 institutionsQ4 2022: 3,629 institutionsQ1 2023: 3,612 institutionsQ2 2023: 3,672 institutionsQ3 2023: 3,711 institutionsQ4 2023: 4,001 institutionsQ1 2024: 4,120 institutionsQ2 2024: 4,181 institutionsQ3 2024: 4,215 institutionsQ4 2024: 4,679 institutionsQ1 2025: 4,679 institutionsQ2 2025: 4,752 institutionsQ3 2025: 4,765 institutionsQ4 2025: 5,154 institutionsQ1 2026: 5,102 institutionsQ2 2026: 5,157 institutions
Value heldQ1 2021: $330.3B
Q1 2021: $330.3BQ2 2021: $329.3BQ3 2021: $342.0BQ4 2021: $330.1BQ1 2022: $278.9BQ2 2022: $229.3BQ3 2022: $212.9BQ4 2022: $278.3BQ1 2023: $266.3BQ2 2023: $297.6BQ3 2023: $297.0BQ4 2023: $351.8BQ1 2024: $414.5BQ2 2024: $416.2BQ3 2024: $429.4BQ4 2024: $490.0BQ1 2025: $494.6BQ2 2025: $582.4BQ3 2025: $618.0BQ4 2025: $639.5BQ1 2026: $572.0BQ2 2026: $643.7B
Institutions holding JPM and their total value by quarter
QuarterHoldersValue
Q2 20265,157$643.7B
Q1 20265,102$572.0B
Q4 20255,154$639.5B
Q3 20254,765$618.0B
Q2 20254,752$582.4B
Q1 20254,679$494.6B
Q4 20244,679$490.0B
Q3 20244,215$429.4B
Q2 20244,181$416.2B
Q1 20244,120$414.5B
Q4 20234,001$351.8B
Q3 20233,711$297.0B
Q2 20233,672$297.6B
Q1 20233,612$266.3B
Q4 20223,629$278.3B
Q3 20223,396$212.9B
Q2 20223,428$229.3B
Q1 20223,519$278.9B
Q4 20213,594$330.1B
Q3 20213,239$342.0B
Q2 20213,246$329.3B
Q1 20213,218$330.3B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding JPMorgan Chase & Co.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding JPM in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Transamerica Financial Advisors, Inc.11$2.00K0.05%––
Horizon Financial Services, LLC15$2.00K0.00%––
Davidson Capital Management Inc.14$2.00K0.00%––
Macroview Investment Management LLC21$3.00K0.00%––
Regency Capital Management Inc.19$3.00K0.00%––
Financial Perspectives, Inc753,995$4.95K0.25%––
C M Bidwell & Associates Ltd35$5.00K0.00%––
Your Advocates Ltd., LLP50$8.00K0.01%––
Ranger Investment Management, L.P.72$11.0K0.00%––
Sofos Investments, Inc.77$11.7K0.24%––
Cedar Wealth Management, LLC84$13.0K0.01%––
ClariVest Asset Management LLC97$14.0K0.00%––
Johnson Midwest Financial, LLC91$14.0K0.01%––
FAI Wealth Management100$15.0K0.01%––
Black Swift Group, LLC97$15.0K0.01%––
Red Cedar Capital, LLC100$15.0K0.01%––
True Link Financial Advisors, LLC100$15.0K0.00%––
Advanced Research Investment Solutions, LLC107$16.0K0.02%––
Navigation Wealth Management, Inc.110$17.0K0.02%––
Carolina Wealth Advisors, LLC121$18.0K0.01%––
Laurel Wealth Planning LLC127$19.0K0.02%––
Halpern Financial, Inc.125$19.0K0.01%––
Tfo-TDC, LLC132$20.0K0.01%––
Advocacy Wealth Management Services, LLC135$21.0K0.00%––
HBC Financial Services, PLLC148$22.4K0.02%––
Elkhorn Partners Limited Partnership150$23.0K0.01%––
Moisand Fitzgerald Tamayo, LLC152$23.0K0.01%––
Retirement Group, LLC151$23.0K0.01%––
New Capital Management LP155$24.0K0.02%––
Clear Perspectives Financial Planning, LLC175$27.0K0.02%––
Thomas J. Herzfeld Advisors, Inc.191$29.0K0.01%––
HighMark Wealth Management LLC191$29.0K0.02%––
Iron Horse Wealth Management, LLC190$29.0K0.02%––
Mach-1 Financial Group, Inc.215$32.0K0.03%––
Nomura Holdings Inc226$34.0K0.00%––
Tower View Investment Management & Research LLC225$34.0K0.02%––
MBM Wealth Consultants, LLC240$37.0K0.02%––
Danda Trouve Investment Management, Inc.250$38.0K0.05%––
Regal Wealth Group, Inc.268$41.0K0.02%––
FormulaFolio Investments, LLC286$45.0K0.01%––
Lumature Wealth Partners, LLC316$48.0K0.03%––
Cedar Mountain Advisors, LLC324$49.0K0.02%––
Seven Springs Wealth Group, LLC357$54.0K0.03%––
Lloyd Advisory Services, LLC.361$55.0K0.03%––
Bellwether Advisors, LLC365$55.0K0.02%––
Tucker Asset Management LLC369$56.2K0.03%––
MayTech Global Investments, LLC375$57.0K0.01%––
Veritas Investment Management (UK) Ltd380$58.0K0.01%––
Ten Capital Wealth Advisors, LLC386$58.0K0.01%––
Human Investing LLC388$59.0K0.02%––
Activest Wealth Management387$59.0K0.05%––
Barnett & Company, Inc.400$61.0K0.03%––
Valley Forge Investment Consultants Inc Adv451$69.0K0.05%––
Acima Private Wealth, LLC459$70.0K0.03%––
Goodwin Investment Advisory457$70.0K0.08%––
McClarren Financial Advisors, Inc.464$71.0K0.06%––
Wolverine Asset Management LLC485$73.0K0.00%––
Arlington Partners LLC480$73.0K0.03%––
McCarthy Asset Management, Inc.510$78.0K0.06%––
Bay Harbor Wealth Management, LLC518$79.0K0.04%––
Atlas Private Wealth Advisors546$83.0K0.05%––
Flagship Private Wealth, LLC540$83.1K0.07%––
Estate Counselors, LLC555$84.0K0.01%––
Stuart Chaussee & Associates, Inc.550$84.0K0.03%––
Financial Avengers, Inc.552$84.0K0.06%––
Resolute Partners Group726$85.0K0.01%––
Larson Financial Group LLC628$96.0K0.03%––
Harding Loevner LP641$98.0K0.00%––
Eukles Asset Management646$98.0K0.06%––
Sage Financial Management Group, Inc.643$98.0K0.08%––
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna656$99.9K0.03%––
West Financial Advisors, LLC750$114.0K0.04%––
Alpha DNA Investment Management LLC762$115.0K0.13%––
Ellis Investment Partners, LLC777$118.0K0.03%––
JJJ Advisors Inc.791$120.0K0.05%––
Wealthcare Capital Management LLC828$126.0K0.01%––
HC Financial Advisors Inc868$132.0K0.08%––
IAG Wealth Partners, LLC870$133.0K0.05%––
Tectonic Advisors LLC881$134.0K0.03%––
Ogorek Anthony Joseph915$139.0K0.07%––
Cordasco Financial Network954$145.0K0.11%––
Cutler Capital Management, LLC1,000$152.0K0.06%––
Fusion Family Wealth LLC1,000$152.0K0.02%––
PrairieView Partners, LLC1,000$152.0K0.02%––
Newton One Investments LLC1,019$155.0K0.14%––
D'Orazio & Associates, Inc.1,034$157.0K0.04%––
Cribstone Capital Management, LLC1,046$159.0K0.10%––
Coastal Capital Group, Inc.1,047$159.0K0.04%––
Paradigm, Strategies in Wealth Management, LLC1,045$159.0K0.15%––
Lountzis Asset Management, LLC1,050$159.8K0.11%––
Litman Gregory Asset Management LLC1,059$161.0K0.03%––
Private Ocean, LLC1,060$161.0K0.03%––
Centerpoint Advisors, LLC1,071$163.0K0.10%––
Stonebridge Financial Planning Group, LLC1,050$164.0K0.10%––
Holloway Wealth Management, LLC–$167.0K0.06%––
Sycomore Asset Management1,100$168.0K0.03%––
Savior LLC1,102$168.0K0.17%––
Financial Enhancement Group LLC1,128$172.0K0.04%––
Kelly Financial Services LLC1,167$177.6K0.11%––
Brand Asset Management Group, Inc.1,189$181.0K0.09%––