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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
MCF Advisors LLC12,508$1.90M0.21%––
Mission Creek Capital Partners, Inc.12,562$1.91M0.29%––
Tennessee Valley Asset Management Partners12,591$1.92M0.49%––
Sonata Capital Group Inc12,609$1.92M0.92%––
Chapman Investment Management, LLC12,658$1.93M1.21%––
LexAurum Advisors, LLC12,670$1.93M0.66%––
UBP Investment Advisors SA12,684$1.93M0.79%––
CX Institutional12,686$1.93M0.17%––
Sculati Wealth Management, LLC12,734$1.94M1.12%––
Hartline Investment Corp12,748$1.94M0.30%––
Saturna Capital CORP12,751$1.94M0.04%––
626 Financial, LLC14,241$1.94M1.24%––
Private Portfolio Partners LLC12,760$1.94M0.63%––
KLCM Advisors, Inc.12,775$1.95M0.44%––
Abundance Wealth Counselors12,793$1.95M0.48%––
Windsor Capital Management, LLC12,822$1.95M0.68%––
Ausdal Financial Partners, Inc.12,910$1.97M0.33%––
Gryphon Financial Partners LLC12,955$1.97M0.47%––
First Mercantile Trust Co12,973$1.98M0.23%––
Birinyi Associates Inc13,000$1.98M0.75%––
Legacy Wealth Management, LLC13,059$1.99M1.20%––
Standard Family Office LLC13,061$1.99M0.47%––
Mastrapasqua Asset Management Inc13,104$2.00M0.23%––
Sunflower Bank, N.A.13,116$2.00M0.33%––
Chatham Capital Group, Inc.13,135$2.00M0.42%––
BCGM Wealth Management, LLC13,405$2.00M1.37%––
San Francisco Sentry Investment Group (Ca)13,215$2.01M0.86%––
Aft, Forsyth & Sober, LLC13,250$2.02M0.83%––
Venturi Wealth Management, LLC13,322$2.03M0.19%––
StrongBox Wealth, LLC13,337$2.03M1.26%––
Phillips Financial Management, LLC13,358$2.03M0.25%––
Bluesphere Advisors, LLC13,371$2.04M1.84%––
Old Mission Investment Co LLC13,404$2.04M0.95%––
Sugarloaf Wealth Management, LLC13,468$2.04M0.61%––
Thomas White International Ltd13,446$2.05M0.30%––
GFS Advisors, LLC13,468$2.05M0.48%––
LCNB Corp13,490$2.05M1.12%––
Peoples Bank13,514$2.06M1.12%––
Aft, Forsyth & Company, Inc.13,582$2.07M1.24%––
Holistic Financial Partners13,590$2.07M1.37%––
Mattern Wealth Management LLC13,592$2.07M0.73%––
Jeppson Wealth Management, LLC13,598$2.07M1.23%––
True North Advisors, LLC13,607$2.07M0.49%––
Kelly Lawrence W & Associates Inc13,620$2.07M0.49%––
DAGCO, Inc.13,631$2.08M1.03%––
Heartland Bank & Trust Co13,696$2.08M1.91%––
Credential Qtrade Securities Inc.13,715$2.09M0.19%––
Cim Investment Mangement Inc13,724$2.09M0.66%––
Plante Moran Financial Advisors, LLC13,728$2.09M0.57%––
Summit Trail Advisors, LLC13,751$2.09M0.23%––
High Pointe Capital Management LLC13,774$2.10M1.84%––
Brooktree Capital Management13,797$2.10M1.41%––
White Pine Capital LLC13,803$2.10M0.67%––
Corrado Advisors, LLC13,848$2.11M1.56%––
Accredited Investors Inc.13,857$2.11M0.28%––
Midwest Wealth Management Inc.13,856$2.11M1.71%––
BigSur Wealth Management LLC13,892$2.12M1.09%––
Arrowstreet Capital, Limited Partnership13,900$2.12M0.00%––
Asio Capital, LLC13,906$2.12M0.88%––
Cambria Investment Management, L.P.13,920$2.12M0.42%––
Pinnacle Holdings, LLC13,930$2.12M0.98%––
Roof Eidam & Maycock13,961$2.13M0.82%––
DFPG Investments, LLC13,835$2.13M0.91%––
Palumbo Wealth Management LLC13,968$2.13M1.60%––
Rosenbaum Jay D.13,978$2.13M3.65%––
Clarity Wealth Advisors, LLC13,995$2.13M1.21%––
LifeSteps Financial, Inc.13,996$2.13M1.78%––
Guardian Capital LP14,005$2.13M0.04%––
Central Asset Investments & Management Holdings (HK) Ltd14,010$2.13M1.30%––
London & Capital Asset Management Ltd14,009$2.13M0.20%––
Tranquility Partners, LLC14,021$2.13M1.33%––
Solitude Financial Services14,035$2.14M1.72%––
FinTrust Capital Advisors, LLC14,045$2.14M0.62%––
Wambolt & Associates, LLC13,914$2.14M1.11%––
SFMG, LLC14,080$2.14M0.25%––
Blue Square Asset Management, LLC14,081$2.14M1.37%––
HBK Investments L P14,115$2.15M0.03%––
Van Cleef Asset Management,Inc14,134$2.15M0.34%––
Intrua Financial, LLC14,235$2.15M0.55%––
CoreFirst Bank & Trust14,142$2.15M1.48%––
Windsor Group LTD14,168$2.16M0.51%––
Weatherly Asset Management L. P.14,179$2.16M0.30%––
Ironwood Financial, llc14,173$2.16M0.70%––
Schwarz Dygos Wheeler Investment Advisors LLC14,307$2.18M0.91%––
Wolff Wiese Magana LLC14,375$2.19M1.71%––
Highlander Capital Management, LLC14,399$2.19M1.15%––
Heron Financial Group, LLC14,310$2.20M1.33%––
Gleason Group, Inc.14,453$2.20M0.87%––
Fortem Financial Group, LLC14,481$2.20M1.28%––
Ayalon Holdings Ltd.14,343$2.21M0.86%––
Minot Wealth Management LLC14,492$2.21M0.56%––
Pinnacle Wealth Planning Services, Inc.14,519$2.21M0.57%––
Eqis Capital Management, Inc.14,554$2.22M0.17%––
EPG Wealth Management LLC14,636$2.23M1.08%––
Calton & Associates, Inc.19,633$2.23M0.43%––
Benin Management CORP14,707$2.24M0.79%––
Sandhill Capital Partners LLC14,773$2.25M0.19%––
Perpetual Investment Management Ltd14,871$2.26M0.38%––
Cornerstone Wealth Management, LLC14,830$2.26M0.27%––
Maltese Capital Management LLC14,906$2.27M0.30%––