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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; 5,158 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: 3,595 institutionsQ1 2022: 3,519 institutionsQ2 2022: 3,427 institutionsQ3 2022: 3,395 institutionsQ4 2022: 3,628 institutionsQ1 2023: 3,612 institutionsQ2 2023: 3,672 institutionsQ3 2023: 3,710 institutionsQ4 2023: 4,001 institutionsQ1 2024: 4,120 institutionsQ2 2024: 4,181 institutionsQ3 2024: 4,215 institutionsQ4 2024: 4,680 institutionsQ1 2025: 4,679 institutionsQ2 2025: 4,752 institutionsQ3 2025: 4,765 institutionsQ4 2025: 5,154 institutionsQ1 2026: 5,103 institutionsQ2 2026: 5,158 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 20265,158$643.7B
Q1 20265,103$572.0B
Q4 20255,154$639.5B
Q3 20254,765$618.0B
Q2 20254,752$582.4B
Q1 20254,679$494.6B
Q4 20244,680$490.0B
Q3 20244,215$429.4B
Q2 20244,181$416.2B
Q1 20244,120$414.5B
Q4 20234,001$351.8B
Q3 20233,710$297.0B
Q2 20233,672$297.6B
Q1 20233,612$266.3B
Q4 20223,628$278.3B
Q3 20223,395$212.9B
Q2 20223,427$229.3B
Q1 20223,519$278.9B
Q4 20213,595$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
First Citizens Financial Corp7,099$1.08M0.88%––
Wealth Management Partners, LLC6,987$1.08M0.81%––
Peterson Wealth Management7,119$1.08M0.92%––
MBL Wealth, LLC7,131$1.09M0.38%––
Collective Family Office LLC7,145$1.09M0.53%––
Tradition Wealth Management, LLC7,176$1.09M0.19%––
Green Harvest Asset Management LLC7,174$1.09M0.27%––
Atlas Capital Advisors LLC7,204$1.10M0.21%––
Alesco Advisors LLC7,205$1.10M0.04%––
IFG Advisors, LLC7,205$1.10M0.60%––
Tributary Capital Management, LLC7,225$1.10M0.09%––
Personal Cfo Solutions, LLC7,227$1.10M0.24%––
M. Kraus & Co7,240$1.10M0.43%––
Krane Funds Advisors LLC7,257$1.10M0.04%––
Armbruster Capital Management, Inc.7,287$1.11M0.33%––
Clearview Wealth Advisors LLC7,282$1.11M0.72%––
Michael B. Yongue7,315$1.11M0.88%––
Tarbox Family Office, Inc.7,323$1.11M0.22%––
Proffitt & Goodson Inc7,328$1.12M0.21%––
Fiduciary Planning LLC7,336$1.12M1.69%––
Money Concepts Capital Corp7,372$1.12M0.09%––
MONECO Advisors, LLC7,369$1.12M0.55%––
Relyea Zuckerberg Hanson LLC7,421$1.12M0.50%––
Sanders Morris Harris LLC7,254$1.12M0.24%––
Sippican Capital Advisors7,385$1.12M1.04%––
Future Financial Wealth Managment LLC7,384$1.12M1.29%––
AllSquare Wealth Management LLC7,446$1.13M0.70%––
Beacon Financial Advisory LLC7,442$1.13M0.65%––
Loudon Investment Management, LLC7,450$1.13M0.81%––
Carmichael Hill & Associates, Inc.7,454$1.14M0.68%––
ELCO Management Co., LLC7,460$1.14M1.03%––
MBA Advisors LLC7,468$1.14M0.94%––
First National Bank Sioux Falls7,485$1.14M2.02%––
Prudent Man Advisors, LLC7,496$1.14M0.48%––
Paulson Wealth Management Inc.7,533$1.15M0.57%––
High Falls Advisors, Inc7,535$1.15M0.33%––
Mather Group, LLC.7,557$1.15M0.03%––
Cooper Financial Group7,553$1.15M0.26%––
Redwood Investment Management, LLC7,600$1.16M0.22%––
Covenant Multifamily Offices, LLC7,600$1.16M0.24%––
Syntal Capital Partners, LLC7,613$1.16M0.44%––
Single Point Partners, LLC7,538$1.16M0.43%––
Cozad Asset Management Inc7,659$1.17M0.19%––
Focused Wealth Management, Inc7,674$1.17M0.21%––
Traverso Chambers Private Wealth Management, LLC7,671$1.17M0.39%––
Iron Financial, LLC7,676$1.17M0.62%––
Interchange Capital Partners, LLC6,987$1.17M0.64%––
Wealth Architects, LLC7,755$1.18M0.26%––
Mitchell Sinkler & Starr7,762$1.18M1.15%––
Platte River Wealth Advisors, LLC7,621$1.18M0.49%––
Plancorp, LLC7,774$1.18M0.26%––
Alhambra Investment Partners LLC7,793$1.19M0.96%––
Emerald Advisers, LLC7,826$1.19M0.04%––
Menard Financial Group LLC7,831$1.19M1.28%––
Cutter & CO Brokerage, Inc.7,839$1.19M0.29%––
Ironwood Investment Management LLC7,848$1.20M0.63%––
Samalin Investment Counsel, LLC7,853$1.20M0.80%––
Garrison Point Advisors, LLC7,877$1.20M0.93%––
GoalVest Advisory LLC7,877$1.20M0.89%––
Aspireon Wealth Advisors7,500$1.20M1.07%––
Doheny Asset Management7,889$1.20M0.81%––
Reitz Capital Advisors LLC7,890$1.20M0.89%––
Executive Wealth Management, LLC7,912$1.20M0.14%––
Weather Gauge Advisory, LLC7,934$1.21M1.42%––
New Jersey Better Educational Savings Trust7,951$1.21M2.66%––
Mount Yale Investment Advisors, LLC7,962$1.21M0.16%––
Accel Wealth Management7,996$1.22M0.99%––
GoodHaven Capital Management, LLC8,000$1.22M0.91%––
Shaker Investments LLC8,079$1.23M0.60%––
Probity Advisors, Inc.8,080$1.23M0.27%––
Navalign, LLC8,084$1.23M0.54%––
Delphi Management Inc8,107$1.23M1.31%––
Eisler Capital (UK) Ltd.8,102$1.23M0.56%––
Prentice Wealth Management LLC8,139$1.24M0.69%––
Atwood & Palmer Inc8,149$1.24M0.12%––
Dalton Greiner Hartman Maher & Co8,157$1.24M0.98%––
Oxler Private Wealth LLC8,165$1.24M0.63%––
Keeley-Teton Advisors, LLC8,184$1.25M0.13%––
CFO4Life Group, LLC8,194$1.25M0.31%––
Okabena Investment Services Inc8,202$1.25M0.67%––
Strategic Investment Advisors8,229$1.25M0.33%––
Howard Financial Services, Ltd.8,260$1.26M0.56%––
Maltin Wealth Management, Inc.8,285$1.26M0.82%––
Charter Oak Capital Management, LLC8,287$1.26M0.18%––
Renasant Bank8,307$1.26M1.02%––
Silicon Hills Wealth Management, LLC8,310$1.26M1.14%––
Bingham Osborn & Scarborough LLC8,313$1.27M0.10%––
Balentine LLC8,320$1.27M0.05%––
Northside Capital Management, LLC8,346$1.27M0.35%––
Searle & Co.8,355$1.27M0.57%––
Warren Averett Asset Management, LLC7,912$1.27M0.13%––
LVM Capital Management Ltd8,363$1.27M0.21%––
Hemenway Trust Co LLC8,365$1.27M0.14%––
Axiom Financial Strategies, LLC8,390$1.28M0.63%––
Keel Point, LLC8,404$1.28M0.14%––
Renaissance Group LLC8,436$1.28M0.05%––
TLWM8,432$1.29M0.49%––
First National Bank & Trust Co of Newtown8,465$1.29M0.28%––
Front Row Advisors LLC8,497$1.29M0.63%––
O'Brien Greene & Co. Inc8,509$1.30M0.51%––