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
First United Bank Trust23,147$3.52M1.51%––
Liberty Capital Management, Inc.23,165$3.53M1.22%––
Origin Asset Management LLP23,172$3.53M0.36%––
Redwood Investments, LLC23,205$3.53M0.31%––
Hayek Kallen Investment Management23,216$3.53M1.59%––
Butensky & Cohen Financial Security, Inc23,231$3.54M1.46%––
Fuller & Thaler Asset Management, Inc.23,351$3.56M0.02%––
Melqart Asset Management (UK) Ltd23,493$3.56M0.19%––
Monarch Capital Management Inc23,503$3.58M1.06%––
Hanson & Doremus Investment Management23,537$3.58M0.83%––
SOA Wealth Advisors, LLC.23,541$3.58M1.00%––
Lee Danner & Bass Inc23,547$3.58M0.35%––
Winch Advisory Services, LLC23,564$3.59M1.44%––
NewSquare Capital LLC23,635$3.60M0.47%––
S&CO Inc23,655$3.60M0.30%––
ARGI Investment Services, LLC23,683$3.60M0.13%––
Indiana Trust & Investment Management CO23,695$3.61M1.93%––
RDA Financial Network23,714$3.61M1.55%––
Peddock Capital Advisors, LLC23,723$3.61M1.38%––
RFG Advisory, LLC23,753$3.62M0.39%––
First Commonwealth Financial Corp23,769$3.62M1.42%––
McMillion Capital Management Inc23,780$3.62M2.12%––
Monetary Management Group Inc23,809$3.62M1.16%––
Mizuho Securities USA LLC23,846$3.63M0.35%––
Spirit of America Management Corp23,892$3.64M0.86%––
Oarsman Capital, Inc.23,921$3.64M1.58%––
Claro Advisors LLC23,942$3.65M1.85%––
Financial Advocates Investment Management31,134$3.65M0.27%––
Jaffetilchin Investment Partners, LLC24,002$3.65M0.43%––
FLC Capital Advisors24,075$3.67M1.15%––
Brandywine Oak Private Wealth LLC24,112$3.67M0.54%––
Harbor Advisors LLC24,148$3.68M0.81%––
Almanack Investment Partners, LLC.24,180$3.68M0.37%––
Robertson Stephens Wealth Management, LLC24,214$3.69M0.59%––
Bank of Stockton24,350$3.71M1.23%––
Geier Asset Management, Inc.24,207$3.71M2.72%––
Walled Lake Planning & Wealth Management, LLC24,393$3.71M2.57%––
Wealthsource Partners, LLC24,396$3.71M0.37%––
Western Wealth Management, LLC24,404$3.71M0.50%––
Rehmann Capital Advisory Group24,424$3.72M0.38%––
Boston Research & Management Inc24,478$3.73M1.20%––
Magnus Financial Group LLC24,535$3.73M0.90%––
Trust Asset Management LLC24,543$3.74M0.50%––
Kempen Capital Management N.V.24,560$3.74M0.17%––
Curbstone Financial Management Corp24,562$3.74M0.75%––
Proequities, Inc.24,593$3.74M0.26%––
West Oak Capital, LLC24,592$3.74M1.60%––
Allen Capital Group, LLC24,660$3.75M0.84%––
Atlantic Trust, LLC24,665$3.75M2.78%––
Systematic Alpha Investments, LLC24,700$3.76M0.24%––
Claudia M.P. Batlle, CRP (R) LLC24,705$3.76M2.75%––
NorthRock Partners, LLC24,706$3.76M0.34%––
Arlington Financial Advisors, LLC24,727$3.76M1.53%––
Nwam LLC24,734$3.77M0.38%––
Charles Schwab Trust Co24,522$3.77M0.78%––
Eagle Capital Management, LLC24,770$3.77M1.15%––
Hilltop Holdings Inc.24,857$3.78M0.49%––
Evermay Wealth Management LLC24,879$3.79M0.76%––
SlateStone Wealth, LLC24,880$3.79M0.94%––
Ritholtz Wealth Management24,933$3.79M0.32%––
High Note Wealth, LLC24,937$3.80M1.47%––
Malaga Cove Capital, LLC24,864$3.80M1.62%––
Violich Capital Management, Inc.24,948$3.80M0.68%––
Marino, Stram & Associates LLC24,958$3.80M1.48%––
Capital Investment Advisory Services, LLC25,016$3.81M0.54%––
Hengehold Capital Management LLC25,060$3.81M0.53%––
Pinnacle Wealth Management Advisory Group, LLC25,074$3.82M1.07%––
Flagship Harbor Advisors, LLC25,081$3.82M0.43%––
Forte Capital LLC25,106$3.82M0.59%––
Hudson Value Partners, LLC25,123$3.82M2.31%––
Papp L Roy & Associates25,130$3.83M0.55%––
PDS Planning, Inc25,221$3.84M1.11%––
Laidlaw Wealth Management LLC25,239$3.84M1.31%––
Grantham, Mayo, Van Otterloo & Co. LLC25,274$3.85M0.02%––
Wisconsin Capital Management LLC25,285$3.85M1.59%––
9258 Wealth Management, LLC25,285$3.85M1.16%––
Mount Vernon Associates Inc25,422$3.87M3.80%––
TrimTabs Asset Management, LLC25,008$3.88M1.97%––
Fiera Capital Corp25,487$3.88M0.01%––
Greenline Partners, LLC25,498$3.88M0.85%––
TCG Advisory Services, LLC25,500$3.88M1.16%––
Founders Capital Management25,527$3.89M2.77%––
Prelude Capital Management, LLC25,560$3.89M0.27%––
Horizon Investments, LLC25,648$3.90M0.14%––
Atlas Brown,Inc.25,670$3.91M1.85%––
Canvas Wealth Advisors, LLC25,101$3.92M2.28%––
Bluefin Capital Management, LLC25,727$3.92M0.21%––
Johanson Financial Advisors, Inc.25,903$3.92M1.43%––
Burney Co25,764$3.92M0.19%––
Asset Dedication, LLC25,785$3.93M0.89%––
Quadrant Capital Group LLC25,943$3.95M0.64%––
Creegan & Nassoura Financial Group, LLC25,974$3.95M3.53%––
Eos Management, L.P.26,000$3.96M2.32%––
Nicollet Investment Management, Inc.25,997$3.96M1.73%––
Pendal Group Limited26,061$3.97M0.04%––
Carderock Capital Management Inc26,106$3.97M1.19%––
Shoker Investment Counsel, Inc.26,128$3.98M2.09%––
Trinity Financial Advisors LLC26,236$3.99M3.09%––
Am Investment Strategies LLC26,273$4.00M1.11%––
United Bank26,282$4.00M2.81%––