Skip to main content

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
Phoenix Wealth Advisors20,221$3.11M2.42%––
Laurel Wealth Advisors, Inc.20,422$3.11M0.47%––
Ashfield Capital Partners, LLC20,432$3.11M0.25%––
Columbia Trust Co 0101201620,437$3.11M1.93%––
Outfitter Financial LLC20,455$3.11M2.57%––
Csenge Advisory Group19,977$3.12M0.32%––
Cito Capital Group, LLC20,507$3.12M1.52%––
Harvey Investment Co LLC20,538$3.13M0.45%––
Kovack Advisors, Inc.20,549$3.13M0.41%––
Inverness Counsel LLC20,594$3.13M0.13%––
Strategic Wealth Partners, Ltd.20,673$3.15M1.26%––
Cascadia Advisory Services, LLC20,690$3.15M0.70%––
Anchor Investment Management, LLC20,718$3.15M0.48%––
Advisors Management Group Inc20,720$3.15M0.99%––
DCM Advisors, LLC20,716$3.15M1.84%––
Cordatus Wealth Management LLC20,732$3.16M1.21%––
Intellectus Partners, LLC20,900$3.18M0.87%––
Leisure Capital Management20,943$3.19M1.93%––
Essex Savings Bank21,665$3.19M1.40%––
Laffer Tengler Investments20,970$3.19M1.21%––
Livingston Group Asset Management CO (operating as Southport Capital Management)20,984$3.19M0.84%––
HCR Wealth Advisors21,051$3.21M0.63%––
Hudson Capital Management LLC21,057$3.21M1.37%––
Northstar Asset Management LLC21,058$3.21M0.91%––
Proquility Private Wealth Partners, LLC21,089$3.21M1.28%––
Cohen Investment Advisors LLC21,038$3.21M2.61%––
Lederer & Associates Investment Counsel21,140$3.22M2.27%––
Adirondack Trust Co21,152$3.22M1.71%––
Harbor Advisory Corp21,162$3.22M1.28%––
Hollencrest Capital Management21,163$3.22M0.30%––
Terra Nova Asset Management LLC21,211$3.23M2.85%––
Stonehage Fleming Financial Services Holdings Ltd20,998$3.23M0.11%––
Sciencast Management LP21,000$3.23M0.64%––
Avidian Wealth Solutions, LLC21,249$3.23M0.28%––
Merit Financial Group, LLC21,256$3.24M0.34%––
Claraphi Advisory Network, LLC21,273$3.24M0.89%––
First Business Financial Services, Inc.21,312$3.24M0.43%––
Modus Advisors, LLC21,314$3.25M1.50%––
Next Capital Management LLC21,324$3.25M2.11%––
New Potomac Partners, LLC21,355$3.25M2.39%––
Farmers & Merchants Trust Co of Chambersburg PA21,411$3.26M2.46%––
Farr Miller & Washington LLC21,452$3.27M0.23%––
Baldwin Brothers Inc21,457$3.27M0.39%––
Abacus Planning Group, Inc.21,544$3.28M1.05%––
Fairhaven Wealth Management, LLC21,543$3.28M1.38%––
Vivaldi Capital Management, LLC20,023$3.28M0.65%––
Capstone Investment Advisors, LLC21,618$3.29M0.10%––
Independent Financial Group, LLC21,624$3.29M0.43%––
Vaughan Nelson Investment Management, L.P.21,645$3.29M0.04%––
Affinity Wealth Management LLC21,952$3.30M0.67%––
Orion Portfolio Solutions, LLC21,685$3.30M0.14%––
Signature Wealth Management Partners, LLC21,762$3.31M3.18%––
Founders Financial Alliance, LLC20,995$3.32M1.63%––
Manchester Capital Management LLC21,794$3.32M0.50%––
NEXT Financial Group, Inc21,821$3.32M0.29%––
Blume Capital Management, Inc.21,825$3.32M1.31%––
Wunderlich Capital Managemnt21,852$3.33M1.82%––
Brendel Financial Advisors LLC21,905$3.33M2.23%––
Court Place Advisors, LLC21,911$3.34M1.03%––
Amica Retiree Medical Trust21,961$3.34M2.26%––
Valmark Advisers, Inc.21,965$3.34M0.06%––
Capula Management Ltd22,159$3.35M0.70%––
Sutton Wealth Advisors Inc.22,119$3.37M1.32%––
Canton Hathaway, LLC22,134$3.37M1.07%––
Marietta Investment Partners LLC22,184$3.38M0.83%––
Lombard Odier Asset Management (Switzerland) SA22,217$3.38M0.23%––
Sawyer & Company, Inc22,279$3.39M1.69%––
Tokio Marine Asset Management Co Ltd22,310$3.40M0.35%––
McKinley Carter Wealth Services, Inc.22,324$3.40M0.29%––
Armor Investment Advisors, LLC22,326$3.40M2.21%––
Gradient Capital Advisors, LLC22,337$3.40M1.80%––
Compton Wealth Advisory Group, LLC22,344$3.40M1.95%––
Nichols & Pratt Advisers LLP22,368$3.41M0.27%––
Grove Bank & Trust22,374$3.41M0.80%––
Beaton Management Co. Inc.22,384$3.41M2.35%––
Investment Research & Advisory Group, Inc.22,437$3.42M2.54%––
Triasima Portfolio Management inc.22,500$3.42M0.17%––
Poehling Capital Management, LLC22,511$3.43M1.20%––
Norway Savings Bank22,544$3.43M1.81%––
SWS Partners22,539$3.43M2.36%––
Easterly Investment Partners LLC22,551$3.43M0.41%––
Coastal Bridge Advisors, LLC22,575$3.44M0.63%––
Aspiriant, LLC22,609$3.44M0.22%––
Wealthcare Advisory Partners LLC22,640$3.45M0.25%––
Aspen Investment Management Inc22,690$3.45M1.93%––
Piscataqua Savings Bank22,717$3.46M3.09%––
Heritage Way Advisors, LLC22,788$3.47M1.52%––
Pavion Blue Capital, LLC22,810$3.47M2.29%––
Jump Financial, LLC22,830$3.48M0.32%––
Cobblestone Capital Advisors LLC22,866$3.48M0.25%––
Arkadios Wealth Advisors22,929$3.49M0.57%––
Patton Albertson Miller Group, LLC22,931$3.49M0.84%––
Procyon Private Wealth Partners, LLC22,966$3.50M1.60%––
WD Rutherford LLC22,975$3.50M2.18%––
Blue Fin Capital, Inc.23,027$3.50M1.20%––
BFSG, LLC23,030$3.51M0.57%––
Signet Investment Advisory Group, Inc.23,036$3.51M2.72%––
IFG Advisory, LLC23,074$3.51M0.44%––
Coe Capital Management, LLC23,079$3.51M3.53%––
Newman Dignan & Sheerar, Inc.23,141$3.52M1.33%––