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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; 5,157 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: 3,594 institutionsQ1 2022: 3,519 institutionsQ2 2022: 3,428 institutionsQ3 2022: 3,396 institutionsQ4 2022: 3,629 institutionsQ1 2023: 3,612 institutionsQ2 2023: 3,672 institutionsQ3 2023: 3,711 institutionsQ4 2023: 4,001 institutionsQ1 2024: 4,120 institutionsQ2 2024: 4,181 institutionsQ3 2024: 4,215 institutionsQ4 2024: 4,679 institutionsQ1 2025: 4,679 institutionsQ2 2025: 4,752 institutionsQ3 2025: 4,765 institutionsQ4 2025: 5,154 institutionsQ1 2026: 5,102 institutionsQ2 2026: 5,157 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 20265,157$643.7B
Q1 20265,102$572.0B
Q4 20255,154$639.5B
Q3 20254,765$618.0B
Q2 20254,752$582.4B
Q1 20254,679$494.6B
Q4 20244,679$490.0B
Q3 20244,215$429.4B
Q2 20244,181$416.2B
Q1 20244,120$414.5B
Q4 20234,001$351.8B
Q3 20233,711$297.0B
Q2 20233,672$297.6B
Q1 20233,612$266.3B
Q4 20223,629$278.3B
Q3 20223,396$212.9B
Q2 20223,428$229.3B
Q1 20223,519$278.9B
Q4 20213,594$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
Horan Securities, Inc.1,221$186.0K0.16%––
KB Financial Partners, LLC1,223$186.0K0.08%––
All Terrain Financial Advisors, LLC1,235$188.0K0.09%––
Joseph P. Lucia & Associates, LLC1,231$188.0K0.08%––
Orgel Wealth Management, LLC1,260$192.0K0.03%––
TD Capital Management LLC1,266$193.0K0.03%––
Hillsdale Investment Management Inc.1,300$198.0K0.02%––
Leelyn Smith, LLC1,309$199.0K0.06%––
Retirement Capital Strategies1,321$201.0K0.08%––
Echo Street Capital Management LLC1,325$202.0K0.00%––
Hubbell Strickland Wealth Management, LLC1,327$202.0K0.13%––
NFC Investments, LLC1,333$203.0K0.05%––
BlueSky Wealth Advisors, LLC1,300$203.0K0.05%––
Prostatis Group LLC1,335$203.2K0.16%––
Tobam1,339$204.0K0.01%––
White Lighthouse Investment Management Inc.1,342$204.0K0.06%––
Peak Financial Advisors LLC1,337$204.0K0.17%––
McGowan Group Asset Management, Inc.1,348$205.0K0.03%––
Van Leeuwen & Company, LLC1,348$205.0K0.13%––
Toth Financial Advisory Corp1,350$206.0K0.03%––
Weybosset Research & Management LLC1,350$206.0K0.08%––
McNaughton Wealth Management, LLC1,354$206.0K0.16%––
Essex Private Wealth Management, LLC1,354$206.0K0.20%––
Simplex Trading, LLC1,360$207.0K0.01%––
Ascension Capital Advisors, Inc.1,363$207.0K0.14%––
Daniels&Tansey,LLP1,367$208.0K0.08%––
Jacobson & Schmitt Advisors, LLC1,369$208.0K0.07%––
Game Creek Capital, LP1,375$209.0K0.12%––
Acas, LLC1,378$210.0K0.33%––
Seneca Financial Advisors LLC1,386$210.9K0.15%––
Retirement Planning Group1,387$211.0K0.03%––
Cowen Prime Services LLC1,395$212.0K0.08%––
Mycio Wealth Partners, LLC1,400$213.0K0.09%––
HT Partners LLC1,397$213.0K0.07%––
Claybrook Capital, LLC1,400$213.0K0.12%––
M. Kulyk & Associates, LLC1,397$213.0K0.08%––
Ceera Investments, LLC1,402$213.0K0.17%––
KWMG, LLC1,410$215.0K0.03%––
Morse Asset Management, Inc1,411$215.0K0.06%––
Harbour Investment Management LLC1,427$217.0K0.12%––
McGuire Investment Group, LLC1,431$218.0K0.05%––
DB Wealth Management Group, LLC1,431$218.0K0.15%––
Sterling Financial Planning, Inc.1,429$218.0K0.16%––
American Financial Advisors, LLC1,460$222.0K0.03%––
Sageworth Trust Co1,473$224.0K0.02%––
Sage Capital Advisors,llc1,472$224.0K0.10%––
Valtinson Bruner Financial Planning LLC1,469$224.0K0.13%––
RHS Financial, LLC1,469$224.0K0.19%––
Mizuho Securities Co. Ltd.1,490$227.0K0.05%––
Verity Asset Management, Inc.1,493$227.0K0.14%––
Flaharty Asset Management, LLC1,492$227.0K0.05%––
Capital Investment Services of America, Inc.1,501$228.0K0.02%––
Bourne Lent Asset Management Inc1,500$228.0K0.07%––
Horrell Capital Management, Inc.1,497$228.0K0.09%––
Codex Capital, L.L.C.1,500$228.0K0.14%––
Lazard Freres Gestion S.A.S.1,739$229.0K0.01%––
Keystone Financial Planning, Inc.1,506$229.0K0.09%––
Roble, Belko & Company, Inc1,504$229.0K0.06%––
Clarus Wealth Advisors1,466$229.0K0.14%––
Treybourne Wealth Planners, Inc.1,506$229.0K0.16%––
Penn Davis McFarland Inc1,509$230.0K0.04%––
Garrison Asset Management, LLC1,509$230.0K0.15%––
Biltmore Capital Advisors LLC1,508$230.0K0.05%––
Cahaba Wealth Management, Inc.1,514$230.0K0.04%––
Zeke Capital Advisors, LLC1,538$234.0K0.02%––
Disciplined Investments, LLC1,538$234.0K0.14%––
Annapolis Financial Services, LLC1,540$234.0K0.09%––
Alamar Capital Management, LLC1,536$234.0K0.23%––
Tru Independence Asset Management 2, LLC1,540$234.0K0.19%––
Sym Financial Corp1,558$237.0K0.14%––
Marquette Asset Management, LLC1,558$237.0K0.06%––
Denver Wealth Management, Inc.1,749$238.0K0.25%––
St. Clair Advisors, LLC1,569$238.8K0.19%––
Ramsay, Stattman, Vela & Price, Inc.1,571$239.0K0.06%––
MA Private Wealth1,580$241.0K0.05%––
Hoese & Co LLP1,583$241.0K0.30%––
Somerville Kurt F1,601$243.0K0.04%––
A.R.T. Advisors, LLC1,595$243.0K1.32%––
Arcus Capital Partners, LLC1,597$243.0K0.02%––
Pinnacle Family Advisors, LLC1,597$243.0K0.13%––
LFA - Lugano Financial Advisors SA1,598$243.0K0.17%––
Matthew Goff Investment Advisor, LLC1,606$244.0K0.07%––
Strategic Family Wealth Counselors, L.L.C.1,600$244.0K0.09%––
Kingfisher Capital LLC1,612$245.0K0.07%––
Financial Advisory Group1,607$245.0K0.06%––
Apexium Financial, LP1,614$246.0K0.18%––
New World Advisors LLC1,613$246.0K0.14%––
Kerntke Otto McGlone Wealth Management Group1,617$246.0K0.13%––
Harvest Fund Management Co., Ltd1,629$248.0K0.02%––
West Coast Financial LLC1,638$249.0K0.04%––
Boothbay Fund Management, LLC1,641$250.0K0.01%––
AlphaStar Capital Management, LLC1,647$251.0K0.04%––
Summit Wealth Partners, LLC1,674$254.8K0.07%––
NexWave Capital Partners LLC1,680$256.0K0.32%––
Cookson Peirce & Co Inc1,688$257.0K0.02%––
Clarkston Capital Partners, LLC1,690$257.0K0.00%––
Rinet Co LLC1,692$258.0K0.05%––
Schaper Benz & Wise Investment Counsel Inc1,701$259.0K0.03%––
BCS Wealth Management1,701$259.0K0.12%––
Sound Income Strategies, LLC1,703$259.3K0.04%––