JPMorgan Chase & Co

JPM

Exchange: NYSE
Industry: National Commercial Banks
SEC CIK: 0000019617

SEC filings (opens in a new tab)

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 classesAMJB VYLD JPM.PC JPM.PD JPM.PJ JPM.PK JPM.PL JPM.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

Value heldQ1 2021: $330.3B

Institutions holding JPM and their total value by quarter
Quarter	Holders	Value
Q2 2026	5,158	$643.7B
Q1 2026	5,103	$572.0B
Q4 2025	5,154	$639.5B
Q3 2025	4,765	$618.0B
Q2 2025	4,752	$582.4B
Q1 2025	4,679	$494.6B
Q4 2024	4,680	$490.0B
Q3 2024	4,215	$429.4B
Q2 2024	4,181	$416.2B
Q1 2024	4,120	$414.5B
Q4 2023	4,001	$351.8B
Q3 2023	3,710	$297.0B
Q2 2023	3,672	$297.6B
Q1 2023	3,612	$266.3B
Q4 2022	3,628	$278.3B
Q3 2022	3,395	$212.9B
Q2 2022	3,427	$229.3B
Q1 2022	3,519	$278.9B
Q4 2021	3,595	$330.1B
Q3 2021	3,239	$342.0B
Q2 2021	3,246	$329.3B
Q1 2021	3,218	$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
Institution	Shares	Value	% of portfolio	Change in shares	Action
Defined Wealth Management, LLC	8,519	$1.30M	1.23%	–	–
Orrstown Financial Services Inc	8,444	$1.30M	1.83%	–	–
TBH Global Asset Management, LLC	8,563	$1.30M	0.34%	–	–
USA Financial Portformulas Corp	8,595	$1.31M	1.06%	–	–
Woodward Diversified Capital, LLC	8,633	$1.31M	0.77%	–	–
Salzhauer Michael	8,660	$1.32M	0.79%	–	–
MJP Associates Inc	8,679	$1.32M	0.54%	–	–
Hall Laurie J Trustee	8,670	$1.32M	0.51%	–	–
Pflug Koory, LLC	8,690	$1.32M	0.73%	–	–
Well Done, LLC	8,723	$1.33M	0.30%	–	–
Alterity Financial Group, LLC	9,749	$1.33M	1.62%	–	–
Concord Wealth Partners	8,750	$1.33M	0.45%	–	–
Taylor Hoffman Wealth Management	8,759	$1.33M	0.61%	–	–
Phocas Financial Corp.	8,761	$1.33M	0.18%	–	–
Physicians Financial Services, Inc.	8,802	$1.34M	0.57%	–	–
Gilman Hill Asset Management, LLC	8,821	$1.34M	0.37%	–	–
Ayrshire Capital Management LLC	8,822	$1.34M	0.82%	–	–
Virtue Capital Management, LLC	8,841	$1.35M	0.32%	–	–
Clarus Group, Inc.	8,697	$1.35M	1.12%	–	–
Westshore Wealth, LLC	8,856	$1.35M	0.77%	–	–
Capital Advisors, Ltd. LLC	8,864	$1.35M	0.25%	–	–
Fort Point Capital Partners LLC	8,885	$1.35M	0.31%	–	–
QP Wealth Management, LLC	8,901	$1.35M	1.47%	–	–
Ridgecrest Wealth Partners, LLC	8,901	$1.35M	1.29%	–	–
Cheviot Value Management, LLC	8,931	$1.36M	0.38%	–	–
KC Investment Advisors, LLC	8,976	$1.37M	1.26%	–	–
Hummer Financial Advisory Services Inc	8,972	$1.37M	1.33%	–	–
BHK Investment Advisors, LLC	10,758	$1.37M	0.63%	–	–
Community Capital Management, Inc.	9,000	$1.37M	1.51%	–	–
Central Bank & Trust Co	9,033	$1.38M	0.23%	–	–
Everhart Financial Group, Inc.	9,068	$1.38M	1.21%	–	–
Glenview State Bank Trust Dept.	9,151	$1.39M	0.45%	–	–
Ballast, Inc.	9,154	$1.39M	0.67%	–	–
B&D White Capital Company, LLC	9,504	$1.40M	0.74%	–	–
Vista Investment Management	9,218	$1.40M	0.87%	–	–
Formidable Asset Management, LLC	9,125	$1.40M	0.31%	–	–
WealthStone, Inc.	9,244	$1.41M	0.49%	–	–
Capital Square, LLC	9,036	$1.41M	1.05%	–	–
First National Bank of South Miami	9,291	$1.41M	1.08%	–	–
Ascension Asset Management LLC	9,304	$1.42M	0.99%	–	–
Rikoon Group, LLC	9,313	$1.42M	0.38%	–	–
One + One Wealth Management, LLC	9,332	$1.42M	1.11%	–	–
Hollow Brook Wealth Management LLC	9,342	$1.42M	0.93%	–	–
Lineweaver Wealth Advisors, LLC	9,357	$1.42M	0.51%	–	–
Windsor Creek Advisors, LLC	9,362	$1.43M	0.55%	–	–
Gs Investments, Inc.	9,385	$1.43M	3.13%	–	–
Bennett Selby Investments LP	9,402	$1.43M	1.11%	–	–
Sage Rhino Capital LLC	9,409	$1.43M	0.47%	–	–
Stelac Advisory Services LLC	9,424	$1.43M	0.53%	–	–
Trust Investment Advisors	9,421	$1.43M	1.41%	–	–
Uncommon Cents Investing LLC	9,452	$1.44M	0.62%	–	–
Cary Street Partner Investment Advisory LLC	9,466	$1.44M	0.59%	–	–
Prestige Wealth Management Group LLC	9,489	$1.44M	0.39%	–	–
Citadel Investment Advisory, Inc.	9,490	$1.45M	0.94%	–	–
Hardy Reed LLC	9,501	$1.45M	0.28%	–	–
Total Clarity Wealth Management, Inc.	9,495	$1.45M	0.83%	–	–
Orion Capital Management LLC	9,520	$1.45M	1.02%	–	–
JSF Financial, LLC	9,541	$1.45M	0.91%	–	–
PhiloSmith Capital Corp	9,550	$1.45M	0.64%	–	–
Biltmore Family Office, LLC	9,560	$1.46M	0.45%	–	–
Capital One Financial Corp	9,570	$1.46M	0.19%	–	–
Trillium Asset Management, LLC	9,578	$1.46M	0.05%	–	–
Financial Advisory Service, Inc.	9,597	$1.46M	0.15%	–	–
Premier Asset Management LLC	9,611	$1.46M	0.26%	–	–
Burke & Herbert Bank & Trust Co	9,690	$1.48M	1.01%	–	–
Vontobel Swiss Wealth Advisors AG	9,726	$1.48M	0.83%	–	–
InTrack Investment Management Inc	9,733	$1.48M	1.36%	–	–
TD Ameritrade Investment Management, LLC	11,685	$1.49M	0.01%	–	–
Burgundy Asset Management Ltd.	9,761	$1.49M	0.02%	–	–
First Bank & Trust	9,794	$1.49M	0.75%	–	–
Financial Partners Group, Inc	9,810	$1.49M	0.42%	–	–
Mine & Arao Wealth Creation & Management, LLC.	9,819	$1.49M	1.00%	–	–
Covenant Partners, LLC	9,837	$1.50M	0.60%	–	–
Heritage Wealth Management, LLC	9,865	$1.50M	0.85%	–	–
Optimal Asset Management, Inc.	9,872	$1.50M	0.19%	–	–
Kayne Anderson Rudnick Investment Management LLC	9,886	$1.50M	0.00%	–	–
Camden Capital, LLC	9,890	$1.51M	0.41%	–	–
Towercrest Capital Management	9,911	$1.51M	0.32%	–	–
Modera Wealth Management, LLC	9,975	$1.52M	0.10%	–	–
Holowesko Partners Ltd.	10,000	$1.52M	0.43%	–	–
Townsend & Associates, Inc	10,019	$1.52M	0.99%	–	–
Meristem Family Wealth, LLC	10,025	$1.53M	0.31%	–	–
Elmwood Wealth Management, Inc.	10,060	$1.53M	0.93%	–	–
First Financial Corp	10,113	$1.54M	1.07%	–	–
N.E.W. Advisory Services LLC	10,014	$1.54M	0.29%	–	–
Oder Investment Management, LLC	10,155	$1.55M	2.11%	–	–
Invst, LLC	10,082	$1.55M	0.27%	–	–
Peak Planning Group, LLC	10,200	$1.55M	1.51%	–	–
CapWealth Advisors, LLC	10,205	$1.55M	0.18%	–	–
Nicholas Hoffman & Company, LLC.	10,219	$1.56M	0.31%	–	–
Lionsbridge Wealth Management LLC	10,238	$1.56M	1.52%	–	–
Round Hill Asset Management	10,296	$1.57M	0.83%	–	–
Westbourne Investment Advisors, Inc.	10,335	$1.57M	0.78%	–	–
Allen Investment Management LLC	10,351	$1.58M	0.02%	–	–
Winthrop Advisory Group LLC	10,362	$1.58M	0.39%	–	–
Greenwich Wealth Management LLC	10,375	$1.58M	0.13%	–	–
Occidental Asset Management, LLC	10,384	$1.58M	0.47%	–	–
Hemington Wealth Management	10,433	$1.59M	0.67%	–	–
Roman Butler Fullerton & Co	10,445	$1.59M	0.79%	–	–
Ahrens Investment Partners LLC	10,442	$1.59M	0.80%	–	–