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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
Martin & Co Inc17,461$2.66M0.67%––
Cipher Capital LP17,477$2.66M0.31%––
Delta Asset Management LLC17,492$2.66M0.27%––
Northstar Advisory Group, LLC17,506$2.67M2.04%––
Certified Advisory Corp17,510$2.67M0.69%––
Atlas Private Wealth Management17,564$2.67M1.71%––
Moser Wealth Advisors, LLC17,648$2.69M1.89%––
RB Capital Management, LLC17,664$2.69M1.19%––
Pekin Hardy Strauss, Inc.17,684$2.69M0.42%––
Gladstone Institutional Advisory LLC17,731$2.70M0.42%––
Aldebaran Financial Inc.17,758$2.70M2.55%––
Financial Planning & Information Services, Inc.17,792$2.71M0.83%––
Edgewood Management LLC17,814$2.71M0.01%––
Holderness Investments Co17,871$2.72M0.98%––
Everett Harris & Co17,909$2.73M0.05%––
Acropolis Investment Management, LLC17,904$2.73M0.28%––
Secure Asset Management, LLC17,955$2.73M1.52%––
GYL Financial Synergies, LLC17,958$2.73M1.51%––
Octavia Wealth Advisors, LLC17,966$2.73M0.81%––
Arete Wealth Advisors, LLC17,985$2.74M0.35%––
Burleson & Company, LLC17,983$2.74M0.45%––
Valley Brook Capital Group18,014$2.74M2.48%––
Alaethes Wealth LLC18,041$2.75M2.54%––
St. Louis Trust Co18,050$2.75M0.68%––
Eads & Heald Wealth Management18,114$2.76M1.42%––
Tudor Investment Corp Et Al18,125$2.76M0.06%––
MV Capital Management, Inc.18,128$2.76M0.50%––
A. D. Beadell Investment Counsel, Inc.18,175$2.77M1.86%––
Smith, Moore & Co.18,210$2.77M0.45%––
Intercontinental Wealth Advisors, LLC18,212$2.77M0.60%––
Argent Advisors, Inc.18,238$2.78M1.79%––
Quest Capital Management Inc18,268$2.78M0.60%––
Union Heritage Capital, LLC18,300$2.79M1.39%––
Glen Eagle Advisors, LLC18,347$2.80M0.98%––
Boltwood Capital Management18,413$2.80M1.24%––
Quattro Financial Advisors LLC18,303$2.81M0.64%––
Mission Wealth Management, LP18,448$2.81M0.16%––
SkyView Investment Advisors, LLC18,475$2.81M1.25%––
O'Dell Group, LLC18,518$2.82M0.99%––
Dillon & Associates Inc18,585$2.83M0.60%––
West Paces Advisors Inc.18,644$2.84M1.14%––
Graybill Bartz & Assoc Ltd18,656$2.84M1.50%––
WESPAC Advisors, LLC18,658$2.84M2.12%––
Stableford Capital II LLC18,660$2.84M1.44%––
AAFMAA Wealth Management & Trust LLC18,731$2.85M1.37%––
YHB Investment Advisors, Inc.18,607$2.85M0.25%––
Quadrant Private Wealth Management, LLC18,761$2.86M1.24%––
Valley National Advisers Inc18,770$2.86M0.56%––
Investment Partners, Ltd.18,807$2.86M1.39%––
Landmark Financial Advisors, LLC18,910$2.88M1.55%––
Pacifica Partners Inc.18,864$2.88M2.37%––
Boston Financial Mangement LLC18,934$2.88M0.13%––
Miller Investment Management, LP18,935$2.88M0.53%––
Good Life Advisors, LLC18,953$2.89M0.58%––
Sargent Investment Group, LLC19,049$2.90M0.77%––
Brooks, Moore & Associates, Inc.19,126$2.91M1.97%––
Allworth Financial LP19,134$2.91M0.06%––
MACRO Consulting Group19,136$2.91M1.57%––
Pathstone Family Office, LLC19,161$2.92M0.10%––
CNB Bank19,210$2.92M2.02%––
Sterling Investment Management, Inc.19,280$2.94M2.01%––
Beaumont Financial Partners, LLC19,306$2.94M0.25%––
Home Federal Bank of Tennessee19,337$2.94M1.11%––
Great Diamond Partners, LLC19,358$2.95M0.91%––
Condor Capital Management19,372$2.95M0.35%––
Coastline Trust Co19,413$2.96M0.38%––
Peoples Financial Services Corp.19,455$2.96M1.29%––
WBH Advisory Inc19,496$2.97M0.48%––
Centiva Capital, LP19,507$2.97M0.41%––
Qtron Investments LLC19,608$2.98M0.83%––
IPG Investment Advisors LLC19,612$2.99M0.58%––
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors19,621$2.99M1.14%––
WP Advisors, LLC19,628$2.99M1.29%––
Keystone Financial Group19,651$2.99M0.58%––
X-Square Capital, LLC19,667$2.99M1.38%––
Dumont & Blake Investment Advisors LLC19,713$3.00M0.92%––
JBJ Investment Partners, LLC19,737$3.00M0.66%––
Peachtree Investment Partners, LLC19,751$3.01M1.73%––
VeraBank, N.A.19,819$3.02M1.96%––
Integrated Investment Consultants, LLC19,844$3.02M1.04%––
Roanoke Asset Management Corp19,906$3.03M1.32%––
Centre Asset Management, LLC19,930$3.03M1.40%––
Eclectic Associates Inc19,975$3.04M2.52%––
Evoke Wealth, LLC19,976$3.04M0.14%––
Ally Financial Inc.20,000$3.04M0.29%––
Nicolet Bankshares Inc19,997$3.04M0.84%––
Rowland & Co Investment Counsel20,013$3.05M0.80%––
55I, LLC20,047$3.05M0.15%––
WC Walker & Associates, Inc.20,024$3.05M1.73%––
Front Street Capital Management, Inc.20,110$3.06M0.58%––
IMA Wealth, Inc.20,167$3.07M0.75%––
Elgethun Capital Management20,169$3.07M1.19%––
WMS Partners, LLC20,216$3.08M0.70%––
Archer Investment Corp20,214$3.08M1.27%––
First PREMIER Bank20,233$3.08M1.09%––
Resonant Capital Advisors, LLC20,247$3.08M0.63%––
Aull & Monroe Investment Management Corp20,254$3.08M1.50%––
Kistler-Tiffany Companies, LLC20,385$3.10M0.80%––
Continental Advisors LLC20,390$3.10M2.32%––
Parkside Financial Bank & Trust20,400$3.10M0.94%––