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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
Empirical Finance, LLC31,629$4.02M0.71%––
High Pines Wealth Management, LLC26,440$4.03M3.56%––
Zevenbergen Capital Investments LLC26,478$4.03M0.08%––
Capital Planning Advisors, LLC26,550$4.04M0.91%––
Union Bancaire Privee Asset Management LLC26,630$4.05M2.14%––
JT Stratford LLC26,708$4.07M1.43%––
Sterling Investment Advisors, Ltd.26,716$4.07M1.31%––
SkyOak Wealth, LLC26,788$4.08M1.13%––
Convergence Investment Partners, LLC26,828$4.08M1.87%––
Mayflower Financial Advisors, LLC26,861$4.09M0.61%––
Independence Bank of Kentucky26,872$4.09M1.99%––
Nachman Norwood & Parrott, Inc26,886$4.09M0.45%––
LMR Partners LLP26,908$4.10M0.10%––
Goelzer Investment Management, Inc.26,953$4.10M0.36%––
Baker Tilly Wealth Management, LLC26,977$4.11M0.84%––
ProVise Management Group, LLC27,004$4.11M0.44%––
Stony Point Wealth Management Inc.27,116$4.13M2.92%––
NTV Asset Management LLC27,169$4.14M0.77%––
Investment Counsel Inc.27,194$4.14M2.91%––
Old Port Advisors27,196$4.14M1.62%––
Scott & Selber, Inc.27,201$4.14M1.69%––
Goodwin Daniel L27,230$4.14M2.16%––
GSB Wealth Management, LLC27,295$4.16M1.38%––
Stokes Capital Advisors, LLC27,296$4.16M1.70%––
Alta Capital Management LLC27,376$4.17M0.13%––
J. W. Coons Advisors, LLC27,489$4.18M1.50%––
Hudock, Inc.27,482$4.18M1.31%––
AllGen Financial Advisors, Inc.59,769$4.20M3.43%––
Parisi Gray Wealth Management27,636$4.21M1.76%––
Morgan Jess S & Co Inc27,702$4.22M2.95%––
Andra AP-fonden27,700$4.22M0.09%––
Zurich Insurance Group Ltd27,800$4.23M0.06%––
Selective Wealth Management, Inc.27,894$4.25M3.86%––
Altfest L J & Co Inc27,910$4.25M1.00%––
Act Two Investors LLC27,980$4.26M0.94%––
NatWest Group plc28,003$4.26M2.06%––
RBA Wealth Management, LLC28,008$4.26M3.62%––
Homrich & Berg28,052$4.27M0.11%––
American National Registered Investment Advisor, Inc.28,118$4.28M1.66%––
Cary Street Partners Asset Management LLC157,843$4.28M1.05%––
Nikulski Financial, Inc.28,148$4.29M2.20%––
Essex Investment Management Co LLC28,177$4.29M0.52%––
Lafayette Investments, Inc.28,253$4.30M1.38%––
Canal Capital Management, LLC28,263$4.30M1.47%––
Global Wealth Management Investment Advisory, Inc.28,287$4.31M1.55%––
George Kaiser Family Foundation28,373$4.32M0.90%––
Tiemann Investment Advisors, LLC28,549$4.35M2.17%––
Kavar Capital Partners Group, LLC28,555$4.35M1.17%––
Bank Hapoalim BM28,631$4.36M0.55%––
Aureus Asset Management, LLC28,655$4.36M0.34%––
Wasatch Advisors Inc28,698$4.37M0.02%––
Townsend Asset Management Corp28,718$4.37M2.71%––
RMR Wealth Builders28,748$4.38M1.14%––
Centaurus Financial, Inc.28,762$4.38M0.43%––
Moloney Securities Asset Management, LLC28,801$4.38M0.86%––
Mathes Company, Inc.28,803$4.38M1.69%––
Town & Country Bank & Trust CO dba First Bankers Trust CO28,912$4.40M1.84%––
Shelter Mutual Insurance Co29,000$4.42M1.24%––
Capital Asset Advisory Services LLC29,004$4.42M0.66%––
Sheets Smith Wealth Management29,091$4.43M0.65%––
B. Riley Wealth Management, Inc.187,968$4.43M0.52%––
Argus Investors' Counsel, Inc.29,120$4.43M1.79%––
Chesapeake Wealth Management29,121$4.43M1.48%––
Pitcairn Co29,193$4.44M0.32%––
Fusion Capital, LLC29,208$4.45M2.89%––
Jackson Square Capital, LLC29,271$4.46M1.70%––
Journey Advisory Group, LLC29,269$4.46M1.56%––
Van Den Berg Management I, Inc29,358$4.47M0.98%––
Thoroughbred Financial Services, LLC29,382$4.47M1.24%––
Cornerstone Wealth Group, LLC29,733$4.48M0.91%––
Paradigm Financial Partners, LLC29,531$4.50M1.22%––
SRN Advisors, LLC29,578$4.50M1.61%––
Trustcore Financial Services, LLC29,590$4.50M0.52%––
Ameritas Investment Company, LLC29,609$4.51M0.39%––
Mendel Money Management29,650$4.51M2.95%––
Reliant Investment Management, LLC29,665$4.52M2.21%––
Amarillo National Bank29,682$4.52M1.15%––
Supplemental Annuity Collective Trust of NJ29,700$4.52M1.57%––
Trustmark National Bank Trust Department29,735$4.53M0.38%––
Rosenblum Silverman Sutton S F Inc29,749$4.53M1.16%––
Country Club Trust Company, n.a.29,359$4.54M0.43%––
Brookmont Capital Management29,832$4.54M2.93%––
Investors Asset Management of Georgia Inc29,919$4.55M2.64%––
First Personal Financial Services29,919$4.55M1.25%––
Optimum Investment Advisors29,935$4.56M1.33%––
Enterprise Bank & Trust Co29,960$4.56M1.92%––
Monetta Financial Services Inc30,000$4.57M3.61%––
Allen Holding Inc30,000$4.57M0.74%––
Bleichroeder LP30,000$4.57M0.77%––
Banco BTG Pactual S.A.30,012$4.57M1.91%––
Capital Insight Partners, LLC30,042$4.57M1.11%––
Gables Capital Management Inc.30,075$4.58M2.54%––
Brighton Jones LLC30,119$4.58M0.27%––
Addison Capital Co30,139$4.59M2.55%––
Sentry Investment Management LLC30,212$4.60M1.27%––
West Branch Capital LLC30,219$4.60M2.69%––
Checchi Capital Advisers, LLC30,323$4.62M0.63%––
Zuckerman Investment Group, LLC30,357$4.62M0.76%––
Old Dominion Capital Management Inc30,422$4.63M1.08%––
Credit Capital Investments LLC30,500$4.64M5.21%––