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
Coastal Investment Advisors, Inc.	14,911	$2.27M	0.60%	–	–
Optas, LLC	14,951	$2.28M	0.71%	–	–
Pantheon Investment Group, LLC	15,011	$2.29M	2.19%	–	–
Stonnington Group, LLC	14,535	$2.29M	0.55%	–	–
Karpas Strategies, LLC	15,104	$2.30M	0.87%	–	–
BancorpSouth Bank	15,104	$2.30M	0.35%	–	–
TCI Wealth Advisors, Inc.	15,114	$2.30M	1.04%	–	–
Inscription Capital, LLC	15,126	$2.30M	0.79%	–	–
Professional Planning	15,181	$2.31M	1.13%	–	–
Ashton Thomas Private Wealth, LLC	15,188	$2.31M	0.39%	–	–
Longfellow Investment Management Co LLC	15,199	$2.31M	0.28%	–	–
Crystal Rock Capital Management	15,243	$2.32M	1.26%	–	–
Fiducient Advisors LLC	15,287	$2.33M	0.75%	–	–
Cedar Brook Financial Partners, LLC	15,443	$2.35M	0.81%	–	–
Toroso Investments, LLC	15,455	$2.35M	0.11%	–	–
Ironwood Investment Counsel, LLC	15,468	$2.35M	0.68%	–	–
Knott David M	15,470	$2.35M	1.02%	–	–
Krilogy Financial LLC	15,521	$2.36M	0.25%	–	–
Oak Asset Management, LLC	15,526	$2.36M	1.27%	–	–
L2 Asset Management, LLC	15,532	$2.36M	2.44%	–	–
Riverview Trust Co	15,545	$2.37M	2.64%	–	–
Monte Financial Group, LLC	15,551	$2.37M	1.45%	–	–
Strategic Blueprint, LLC	15,567	$2.37M	0.51%	–	–
Strategic Wealth Designers	15,589	$2.37M	1.14%	–	–
Bull Street Advisors, LLC	15,655	$2.38M	1.34%	–	–
Benedict Financial Advisors Inc	15,675	$2.39M	0.69%	–	–
Covenant Asset Management, LLC	15,675	$2.39M	0.80%	–	–
Institute for Wealth Management, LLC.	15,677	$2.39M	0.46%	–	–
Neumann Capital Management, LLC	15,685	$2.39M	1.14%	–	–
Jacobs Levy Equity Management, Inc	15,694	$2.39M	0.02%	–	–
Game Plan Financial Advisors, LLC	15,644	$2.39M	1.54%	–	–
Hudson Canyon Capital Management	15,743	$2.40M	1.88%	–	–
Twin Lakes Capital Management, LLC	15,785	$2.40M	1.48%	–	–
Providence Wealth Advisors, LLC	15,804	$2.41M	1.77%	–	–
Financial Architects, Inc	15,835	$2.41M	0.38%	–	–
Rollins Financial	15,849	$2.41M	1.03%	–	–
DeDora Capital, Inc.	15,913	$2.42M	1.15%	–	–
RKL Wealth Management LLC	15,925	$2.42M	0.32%	–	–
Trexquant Investment LP	15,926	$2.42M	0.22%	–	–
StoneX Group Inc.	15,930	$2.42M	0.44%	–	–
HWG Holdings LP	15,961	$2.43M	1.46%	–	–
Ritter Daniher Financial Advisory, LLC	15,990	$2.43M	1.95%	–	–
Connolly Sarah T.	15,991	$2.43M	2.16%	–	–
Moseley Investment Management Inc	16,022	$2.44M	1.35%	–	–
Cornerstone Advisory, LLC	16,020	$2.44M	0.46%	–	–
KCS Wealth Advisory	16,027	$2.44M	1.26%	–	–
Blue Edge Capital, LLC	16,031	$2.44M	0.54%	–	–
Strategic Capital Advisers, Inc.	16,057	$2.44M	2.13%	–	–
Hodges Capital Management Inc.	16,082	$2.45M	0.34%	–	–
Davidson Trust Co	16,106	$2.45M	2.06%	–	–
Lincluden Management Ltd	16,191	$2.46M	0.24%	–	–
Seascape Capital Management	16,210	$2.47M	1.37%	–	–
Holocene Advisors, LP	16,222	$2.47M	0.02%	–	–
First City Capital Management, Inc.	15,690	$2.47M	1.43%	–	–
Weik Capital Management	16,270	$2.48M	1.05%	–	–
Sawtooth Solutions, LLC	16,370	$2.49M	0.55%	–	–
Falcon Wealth Planning	16,422	$2.50M	1.22%	–	–
Wealth Alliance	16,441	$2.50M	0.70%	–	–
Soltis Investment Advisors LLC	16,444	$2.50M	0.46%	–	–
Matrix Private Capital Group LLC	16,445	$2.50M	1.51%	–	–
Chilton Investment Co LLC	16,447	$2.50M	0.07%	–	–
Seeyond	16,463	$2.51M	0.25%	–	–
Aberdeen Wealth Management LLC	16,499	$2.51M	2.00%	–	–
Zions Bancorporation, N.A.	16,535	$2.52M	0.28%	–	–
Birmingham Capital Management Co Inc	16,577	$2.52M	0.94%	–	–
Obermeyer Wood Investment Counsel, LLLP	16,580	$2.52M	0.16%	–	–
Klingman & Associates, LLC	16,610	$2.53M	0.26%	–	–
Guardian Investment Management	16,584	$2.53M	2.03%	–	–
XML Financial, LLC	16,652	$2.54M	0.62%	–	–
NVWM, LLC	16,662	$2.54M	1.01%	–	–
Lake Street Advisors Group, LLC	16,728	$2.55M	0.21%	–	–
44 Wealth Management LLC	16,777	$2.55M	1.07%	–	–
Exchange Traded Concepts, LLC	16,794	$2.56M	0.10%	–	–
CFM Wealth Partners LLC	16,836	$2.56M	0.77%	–	–
Exane Derivatives	16,895	$2.57M	0.77%	–	–
GFG Capital, LLC	16,903	$2.57M	0.89%	–	–
Rational Advisors LLC	16,904	$2.57M	0.48%	–	–
Bessemer Securities LLC	16,920	$2.58M	1.09%	–	–
Orleans Capital Management Corp	16,929	$2.58M	1.75%	–	–
Gilder Gagnon Howe & Co LLC	16,934	$2.58M	0.01%	–	–
Notis-McConarty Edward	16,933	$2.58M	1.00%	–	–
Field & Main Bank	16,957	$2.58M	1.85%	–	–
180 Wealth Advisors, LLC	15,870	$2.58M	0.64%	–	–
Aries Wealth Management	17,075	$2.58M	1.16%	–	–
Arbor Trust Wealth Advisors, LLC	17,001	$2.58M	1.73%	–	–
Golden State Equity Partners	16,990	$2.59M	1.48%	–	–
Brightworth	17,017	$2.59M	0.24%	–	–
Fulcrum Asset Management LLP	–	$2.60M	1.66%	–	–
Center for Financial Planning, Inc.	17,051	$2.60M	0.68%	–	–
Sage Mountain Advisors LLC	17,126	$2.61M	0.56%	–	–
Key Financial Inc	17,190	$2.62M	1.73%	–	–
Denali Advisors LLC	17,200	$2.62M	0.80%	–	–
Red Cedar Investment Management, LLC	17,211	$2.62M	0.34%	–	–
Tandem Capital Management Corp	17,223	$2.62M	1.81%	–	–
StrategIQ Financial Group, LLC	17,258	$2.63M	0.55%	–	–
Spreng Capital Management, Inc.	17,277	$2.63M	1.83%	–	–
Raab & Moskowitz Asset Management LLC	17,301	$2.63M	1.03%	–	–
Americana Partners, LLC	17,343	$2.64M	1.63%	–	–
Access Financial Services, Inc.	17,365	$2.64M	1.24%	–	–
Gerber Kawasaki Wealth & Investment Management	17,449	$2.66M	0.32%	–	–