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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
Royal Harbor Partners, LLC10,455$1.59M1.21%––
Pointe Capital Management LLC10,483$1.60M1.13%––
Clear Perspective Advisors, LLC10,505$1.60M0.63%––
Cypress Wealth Services, LLC10,529$1.60M0.34%––
Paradigm Financial Advisors, LLC10,551$1.61M0.39%––
CKW Financial Group10,555$1.61M0.28%––
Texas Capital Bancshares Inc10,579$1.61M1.29%––
Allred Capital Management, LLC10,600$1.61M0.73%––
WealthBridge Capital Management, LLC10,602$1.61M0.66%––
JNBA Financial Advisors10,622$1.62M0.23%––
WealthShield Partners, LLC10,645$1.62M0.30%––
Summit Financial Group Inc10,676$1.63M0.67%––
Eagle Capital Management LLC10,677$1.63M0.01%––
First Dallas Securities Inc.10,675$1.63M1.38%––
Childress Capital Advisors, LLC10,692$1.63M0.75%––
WT Wealth Management10,699$1.63M0.75%––
HC Advisors, LLC10,701$1.63M1.05%––
Orca Investment Management, LLC10,708$1.63M1.69%––
Ssi Investment Management LLC10,725$1.63M0.12%––
Private Capital Group, LLC10,756$1.64M0.41%––
Insight Wealth Strategies, LLC10,752$1.64M0.22%––
BerganKDV Wealth Management, LLC10,845$1.65M0.21%––
Eubel Brady & Suttman Asset Management Inc10,872$1.66M0.18%––
Evanson Asset Management, LLC10,876$1.66M0.24%––
CAMG Solamere Management, LLC10,881$1.66M1.43%––
Archford Capital Strategies, LLC10,903$1.66M0.44%––
Bar Harbor Trust Services10,949$1.67M0.61%––
Unigestion Holding SA10,951$1.67M0.06%––
Marathon Trading Investment Management LLC10,958$1.67M1.04%––
Cidel Asset Management Inc10,988$1.67M0.08%––
Versant Capital Management, Inc11,018$1.68M0.61%––
Cacti Asset Management LLC11,110$1.69M0.15%––
Blackhawk Capital Partners LLC.13,305$1.69M1.27%––
Cornell Pochily Investment Advisors, Inc.11,110$1.69M0.81%––
Bell Bank11,116$1.69M0.24%––
Highland Private Wealth Management11,133$1.69M0.28%––
Wealthquest Corp11,144$1.70M0.32%––
Patriot Financial Group Insurance Agency, LLC11,184$1.70M0.39%––
Opus Capital Group, LLC11,207$1.71M0.41%––
Aigen Investment Management, LP11,216$1.71M0.23%––
Dividend Assets Capital, LLC11,234$1.71M0.33%––
Acorn Wealth Advisors, LLC11,242$1.71M1.23%––
Castellan Group, LLC11,243$1.71M0.91%––
Pinnacle Bancorp, Inc.11,281$1.72M0.83%––
First Quadrant L P11,298$1.72M0.18%––
Auxano Advisors, LLC11,310$1.72M1.06%––
Edgestream Partners, L.P.11,346$1.73M0.10%––
RSM US Wealth Management LLC11,363$1.73M0.11%––
BSW Wealth Partners11,379$1.73M0.50%––
Mercer Capital Advisers, Inc.11,426$1.75M0.93%––
Proficio Capital Partners LLC11,591$1.75M0.23%––
Laird Norton Trust Company, LLC13,750$1.75M0.19%––
Kensington Investment Counsel, LLC11,509$1.75M1.32%––
Perennial Investment Advisors, LLC11,520$1.75M0.69%––
Hixon Zuercher, LLC11,552$1.76M1.16%––
St. Johns Investment Management Company, LLC11,564$1.76M1.01%––
Boston Common Asset Management, LLC11,568$1.76M0.11%––
Golden State Wealth Management, LLC11,576$1.76M0.58%––
Breiter Capital Management Inc11,580$1.76M1.81%––
Port Capital LLC11,579$1.76M0.10%––
VisionPoint Advisory Group, LLC11,599$1.77M0.85%––
Vident Investment Advisory, LLC11,617$1.77M0.06%––
Caz Investments LP11,700$1.78M3.15%––
Grant/GrossMendelsohn, LLC11,593$1.78M1.42%––
Trust Co11,753$1.79M1.29%––
Keudell/Morrison Wealth Management11,867$1.81M1.05%––
Bath Savings Trust Co11,872$1.81M0.23%––
Polaris Wealth Advisory Group, LLC11,560$1.81M0.12%––
Cloverfields Capital Group, LP11,885$1.81M0.59%––
Paces Ferry Wealth Advisors, LLC11,910$1.81M1.58%––
Washington Capital Management Inc11,915$1.81M1.69%––
Mainstay Capital Management LLC11,929$1.82M0.56%––
Hunter Associates Investment Management LLC11,929$1.82M0.42%––
Delta Financial Advisors LLC11,936$1.82M0.85%––
Godshalk Welsh Capital Management, Inc.11,950$1.82M1.27%––
Berman Capital Advisors, LLC11,951$1.82M0.38%––
Crescent Grove Advisors, LLC11,955$1.82M0.21%––
Cape Ann Savings Bank11,972$1.82M1.29%––
Bogart Wealth, LLC11,977$1.82M0.25%––
Caas Capital Management LP12,016$1.83M0.06%––
Crescent Capital Consulting, LLC12,052$1.83M0.40%––
Main Street Financial Solutions, LLC12,075$1.84M0.33%––
Harbor Financial Services, LLC12,115$1.84M0.86%––
Wrapmanager Inc12,137$1.85M0.51%––
U S Global Investors Inc12,144$1.85M0.06%––
Assenagon Asset Management S.A.12,145$1.85M0.01%––
Sittner & Nelson, LLC12,163$1.85M1.38%––
Carlton Hofferkamp & Jenks Wealth Management, LLC12,319$1.86M0.83%––
Israel Discount Bank of New York12,232$1.86M1.44%––
Ategra Capital Management, LLC12,361$1.88M1.09%––
Summit X, LLC12,385$1.89M0.52%––
Pacitti Group Inc.12,397$1.89M1.25%––
Liberty One Investment Management, LLC12,437$1.89M0.34%––
Two Sigma Investments, LP12,441$1.89M0.01%––
Doliver Advisors, LP12,462$1.90M0.71%––
Northeast Financial Group, Inc.12,466$1.90M1.26%––
Ninety One SA (PTY) Ltd12,455$1.90M0.72%––
Avestar Capital, LLC12,472$1.90M0.42%––
Mason Investment Advisory Services, Inc.12,499$1.90M0.20%––
WBI Investments12,495$1.90M0.30%––