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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
Clearwater Capital Advisors, LLC2,146$327.0K0.04%––
PYA Waltman Capital, LLC2,173$331.0K0.19%––
IronBridge Private Wealth, LLC2,173$331.0K0.21%––
O'Brien Wealth Partners LLC2,153$334.0K0.11%––
New England Professional Planning Group Inc.2,086$336.0K0.21%––
Emerald Mutual Fund Advisers Trust2,217$337.0K0.01%––
Wills Financial Group, Inc.2,226$338.0K0.16%––
Deltec Asset Management LLC2,225$339.0K0.05%––
ICW Investment Advisors LLC2,232$340.0K0.23%––
Brouwer & Janachowski, LLC2,239$341.0K0.06%––
Community Financial Services Group, LLC2,243$341.0K0.10%––
Arthur M. Cohen & Associates, LLC2,238$341.0K0.08%––
Act Wealth Management, LLC2,240$341.0K0.22%––
Rice Hall James & Associates, LLC2,249$342.0K0.01%––
SP Asset Management2,211$344.0K0.04%––
1776 Wealth LLC2,268$345.0K0.22%––
Jacobs & Co2,281$347.0K0.04%––
Cable Hill Partners, LLC2,284$348.0K0.10%––
Sovereign Financial Group, Inc.2,288$348.0K0.22%––
WSFS Capital Management, LLC2,291$349.0K0.17%––
Oxinas Partners Wealth Management LLC2,297$350.0K0.22%––
PRW Wealth Management LLC2,300$350.0K0.17%––
Bond & Devick Financial Network, Inc.2,303$351.0K0.32%––
Riverpoint Wealth Management Holdings, LLC2,321$353.0K0.11%––
Garner Asset Management Corp2,318$353.0K0.19%––
Wealth Advisors of Iowa, LLC2,320$353.0K0.20%––
Manchester Financial Inc2,326$354.0K0.16%––
Lenox Wealth Advisors, LLC2,326$354.0K0.05%––
Vista Capital Partners, Inc.2,346$357.0K0.06%––
Aaron Wealth Advisors2,349$357.0K0.13%––
Summit Wealth & Retirement Planning, Inc.2,350$358.0K0.13%––
Capital Advisors Wealth Management, LLC2,354$358.0K0.15%––
Websterrogers Financial Advisors, LLC2,353$358.0K0.10%––
Lehman & Derafelo Financial Resources LLC2,365$360.0K0.10%––
Fermata Advisors, LLC2,358$360.0K0.30%––
Northern Capital Management, Inc.2,376$362.0K0.33%––
First Wilshire Securities Management Inc2,385$363.0K0.14%––
Ade, LLC2,389$364.0K0.36%––
Advisory Alpha, LLC2,403$366.0K0.04%––
AIMZ Investment Advisors, LLC2,402$366.0K0.18%––
Godsey & Gibb Associates2,408$367.0K0.05%––
Arnhold LLC2,412$367.0K0.04%––
TSFG, LLC2,414$368.0K0.19%––
J. L. Bainbridge & Co., Inc.2,421$369.0K0.05%––
Cooper/Haims Advisors, LLC2,431$370.0K0.26%––
Isthmus Partners, LLC2,439$371.0K0.07%––
Lathrop Investment Management Corp2,449$373.0K0.08%––
Diligent Investors, LLC2,460$374.0K0.14%––
D.B. Root & Company, LLC2,458$374.0K0.15%––
Martingale Asset Management L P2,469$376.0K0.00%––
Marotta Asset Management2,454$377.2K0.10%––
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.2,487$379.0K0.08%––
Covey Capital Advisors, LLC2,500$381.0K0.32%––
Jackson, Grant Investment Advisers, Inc.2,504$381.0K0.18%––
Curtis Advisory Group, LLC2,500$381.0K0.17%––
Sequent Asset Management, LLC2,519$384.0K0.24%––
Hapanowicz & Associates Financial Services, Inc2,520$384.0K0.18%––
Wealth Advisors, Inc.2,575$384.0K0.15%––
Encompass Wealth Advisors, LLC2,480$385.0K0.10%––
US Financial Advisors, LLC2,533$386.0K0.11%––
Liberty Wealth Management LLC2,980$386.0K0.19%––
Security National Bank of Sioux City Iowa2,544$387.0K0.31%––
Oxbow Advisors, LLC2,543$387.0K0.05%––
Detalus Advisors, LLC2,550$388.0K0.23%––
Karn, Couzens & Associates, Inc.2,586$394.0K0.35%––
Altus Wealth Management, LLC2,599$396.0K0.28%––
Horst & Graben Wealth Management LLC2,601$396.0K0.12%––
Weaver Consulting Group2,620$399.0K0.25%––
Capital Wealth Alliance, LLC2,624$399.0K0.27%––
Bridgeworth, LLC2,627$400.0K0.13%––
Truepoint, Inc.2,632$401.0K0.02%––
State of Wyoming2,644$402.0K0.66%––
Dock Street Asset Management Inc2,657$404.0K0.08%––
SageGuard Financial Group, LLC2,667$407.0K0.19%––
MPS Loria Financial Planners, LLC2,681$408.0K0.19%––
Lee Financial Co2,689$409.0K0.10%––
Pure Financial Advisors, Inc.2,696$410.0K0.04%––
Relative Value Partners Group, LLC2,693$410.0K0.04%––
Monticello Wealth Management, LLC2,719$413.0K0.05%––
Avion Wealth2,712$413.0K0.14%––
Vanguard Capital Wealth Advisors2,668$413.4K0.35%––
Reik & Co., LLC2,722$414.0K0.11%––
Accuvest Global Advisors2,718$414.0K0.22%––
Tandem Investment Advisors, Inc.2,721$414.0K0.04%––
Wedgewood Investors Inc2,726$415.0K0.52%––
Verus Financial Partners, Inc.2,676$415.0K0.07%––
Financial Strategies Group, Inc.2,730$416.0K0.22%––
Pensionmark Financial Group, LLC2,583$417.0K0.10%––
Murphy, Middleton, Hinkle & Parker, Inc.2,739$417.0K0.24%––
Acorn Financial Advisory Services Inc2,730$418.0K0.15%––
Towarzystwo Funduszy Inwestycyjnych Pzu SA2,747$418.2K0.61%––
XR Securities LLC2,752$419.0K0.23%––
Guild Investment Management, Inc.2,775$422.0K0.45%––
Trellis Advisors, LLC2,773$422.0K0.24%––
Capital Investment Counsel, Inc2,782$424.0K0.11%––
Polar Asset Management Partners Inc.2,795$425.0K0.01%––
Aspire Private Capital, LLC2,789$425.0K0.15%––
Financial Advisory Corp2,799$426.0K0.37%––
Strid Group, LLC2,800$426.0K0.10%––
Tranquilli Financial Advisor LLC2,800$426.0K0.34%––