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; 5,157 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
Karpus Management, Inc.1,709$260.0K0.01%––
Clean Yield Group1,717$261.0K0.11%––
Epstein & White Financial LLC1,700$261.0K0.08%––
Symphony Financial, Ltd. Co.1,709$261.0K0.07%––
Shilanski & Associates, Inc.1,724$262.0K0.14%––
Legacy Financial Strategies, LLC1,720$262.0K0.14%––
Strategic Wealth Management Group, LLC1,722$262.0K0.10%––
Tower Wealth Partners, Inc.1,719$262.0K0.34%––
Intrepid Capital Management Inc1,725$263.0K0.14%––
Wellspring Financial Advisors, LLC2,921$263.0K0.13%––
Total Investment Management Inc2,938$265.0K0.07%––
TMD Wealth Management, LLC1,741$265.0K0.13%––
Freedom Day Solutions, LLC1,748$266.0K0.14%––
KFA Private Wealth Group, LLC1,749$266.0K0.16%––
Wallace Capital Management Inc.1,754$267.0K0.03%––
Lipe & Dalton1,755$267.0K0.15%––
Parkside Advisors LLC1,756$267.0K0.09%––
Pacific Edge Advisors, LLC1,755$267.0K0.13%––
Goepper Burkhardt LLC1,754$267.0K0.18%––
Blue Water Life Science Advisors, LLC1,762$268.0K0.13%––
Baron Silver Stevens Financial Advisors, LLC1,768$269.0K0.15%––
Perkins Coie Trust Co1,782$271.0K0.09%––
Beirne Wealth Consulting Services, LLC1,779$271.0K0.16%––
Sun Life Financial INC1,785$272.0K0.02%––
Smith Anglin Financial, LLC1,787$272.0K0.06%––
Asset Advisors Investment Management, LLC1,742$272.0K0.03%––
AGF Investments LLC1,800$274.0K0.03%––
Hanlon Investment Management, Inc.1,798$274.0K0.06%––
Prairiewood Capital, LLC1,798$274.0K0.25%––
Harborview Advisors, LLC1,807$275.0K0.17%––
Tradewinds Capital Management, LLC1,815$276.0K0.05%––
JMG Financial Group, Ltd.1,833$279.0K0.02%––
Peregrine Asset Advisers, Inc.1,833$279.0K0.14%––
Curi Capital1,835$279.0K0.18%––
Baron Financial Group, LLC1,835$279.3K0.19%––
Hoover Financial Advisors, Inc.1,763$280.0K0.05%––
Ellsworth Advisors, LLC1,841$280.0K0.17%––
Navellier & Associates Inc1,850$282.0K0.05%––
Willow Creek Wealth Management Inc.1,853$282.0K0.10%––
Rockbridge Investment Management, LCC1,853$282.0K0.05%––
Humankind Investments LLC1,851$282.0K0.16%––
Smith Shellnut Wilson LLC1,865$284.0K0.17%––
ERn Financial, LLC1,864$284.0K0.11%––
Derby & Company, Inc1,873$285.0K0.06%––
Palisades Hudson Asset Management, L.P.1,877$286.0K0.14%––
Horizon Kinetics Asset Management LLC1,887$287.0K0.01%––
Planned Solutions, Inc.1,888$287.0K0.22%––
Tacita Capital Inc1,895$288.0K0.19%––
20/20 Capital Management, Inc.1,897$289.0K0.08%––
Firethorn Wealth Partners, LLC1,911$291.0K0.27%––
Disciplined Growth Investors Inc1,915$292.0K0.01%––
East Coast Asset Management, LLC.1,924$293.0K0.08%––
Roth Financial Partners LLC1,929$294.0K0.24%––
Timber Creek Capital Management LLC1,950$296.0K0.11%––
DHJJ Financial Advisors, Ltd.1,946$296.0K0.17%––
Solstein Capital, LLC1,953$297.0K0.40%––
Vishria Bird Financial Group, LLC1,952$297.0K0.16%––
ERTS Wealth Advisors, LLC1,954$297.0K0.09%––
Clear Creek Financial Management, LLC1,936$297.0K0.60%––
Prentiss Smith & Co Inc1,973$300.0K0.15%––
Hamilton Capital, LLC1,971$300.0K0.03%––
Atticus Wealth Management, LLC1,971$300.0K0.14%––
Knuff & Co LLC1,977$301.0K0.13%––
F3Logic, LLC1,998$302.0K0.04%––
Mark Sheptoff Financial Planning, LLC1,992$303.0K0.17%––
Chickasaw Capital Management LLC2,000$304.0K0.02%––
S.E.E.D. Planning Group LLC2,003$305.0K0.17%––
Telemetry Investments, L.L.C.2,010$306.0K0.35%––
Insight 2811, Inc.2,017$307.0K0.18%––
Exeter Financial, LLC2,028$309.0K0.19%––
Kohmann Bosshard Financial Services, LLC2,043$311.0K0.08%––
Capital Advantage, Inc.2,050$312.0K0.09%––
Vivid Financial Management, Inc.2,056$313.0K0.14%––
KWB Wealth2,058$313.0K0.06%––
NovaPoint Capital, LLC2,061$314.0K0.15%––
Shikiar Asset Management Inc2,070$315.0K0.11%––
Gould Asset Management LLC2,066$315.0K0.10%––
Conestoga Capital Advisors, LLC2,066$315.0K0.00%––
Algert Global LLC2,066$315.0K0.10%––
Walkner Condon Financial Advisors LLC2,074$316.0K0.12%––
Adams Wealth Management2,081$317.0K0.15%––
Opal Wealth Advisors, LLC2,083$317.0K0.34%––
Avenue 1 Advisors, LLC2,080$317.0K0.20%––
Mezzasalma Advisors, LLC2,088$318.0K0.20%––
Atlanta Financial Associates LLC2,512$319.0K0.15%––
Cadent Capital Advisors, LLC2,097$319.0K0.14%––
Compton Financial Group, LLC2,098$319.0K0.15%––
Diversified Portfolios, Inc.2,110$321.0K0.11%––
Bridge Advisory, LLC2,112$321.0K0.20%––
AlphaMark Advisors, LLC2,120$323.0K0.12%––
Asset Management Group, Inc.2,122$323.0K0.07%––
Private Capital Management LLC2,122$323.0K0.17%––
Meridian Wealth Partners, LLC2,120$323.0K0.10%––
One Wealth Advisors, LLC2,125$324.0K0.12%––
Better Money Decisions, LLC2,130$324.0K0.33%––
DRW Securities, LLC2,138$325.0K0.11%––
Silicon Valley Capital Partners2,134$325.0K0.07%––
Hilltop Wealth Advisors, LLC2,136$325.0K0.25%––
Financial Advisors Network, Inc.2,142$326.0K0.11%––
Reilly Herbert Faulkner III2,148$327.0K0.10%––