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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
Corrigan Financial, Inc.2,805$427.0K0.14%––
Mayfair Advisory Group, LLC2,792$429.0K0.77%––
Fortis Advisors, LLC2,822$430.0K0.31%––
Colrain Capital LLC3,100$431.0K0.44%––
Marks Group Wealth Management, Inc2,849$433.0K0.06%––
Foster Group, Inc.2,860$435.0K0.07%––
IVC Wealth Advisors LLC2,858$435.0K0.34%––
Maven Securities LTD2,860$436.0K0.04%––
Paragon Wealth Strategies, LLC2,866$436.0K0.13%––
ShoreHaven Wealth Partners, LLC2,870$437.0K0.24%––
Howard Wealth Management, LLC2,881$438.0K0.26%––
Affinia Financial Group, LLC2,730$439.0K0.27%––
Roberts Glore & Co Inc2,891$440.0K0.14%––
Matisse Capital2,901$441.0K0.13%––
Dynamic Technology Lab Private Ltd2,905$442.0K0.05%––
Capital Financial Planning, LLC2,900$442.0K0.19%––
BCJ Capital Management, LLC2,901$442.0K0.05%––
Aevitas Wealth Management, Inc.2,918$444.0K0.31%––
Washburn Capital Management, Inc.2,918$444.0K0.30%––
Avenir Corp2,924$445.0K0.04%––
Gemmer Asset Management LLC2,923$445.0K0.07%––
Swaine & Leidel Wealth Services, LLC2,926$445.0K0.29%––
Praetorian Wealth Management, Inc.2,928$445.0K0.16%––
Global Financial Private Client, LLC2,897$445.4K0.32%––
American Investment Services, Inc.2,936$447.0K0.12%––
Paragon Capital Management LLC2,984$448.0K0.22%––
Tamar Securities, LLC2,945$448.0K0.17%––
Column Capital Advisors, LLC2,947$449.0K0.10%––
Teamwork Financial Advisors, LLC2,949$449.0K0.11%––
Arkfeld Wealth Strategies, L.L.C.2,885$450.0K0.29%––
Alliance Wealth Advisors, LLC2,980$454.0K0.45%––
Pennsylvania Capital Management Inc2,993$455.0K0.27%––
Hourglass Capital, LLC2,989$455.0K0.11%––
North Point Portfolio Managers Corp3,000$457.0K0.07%––
Kathmere Capital Management, LLC3,001$457.0K0.09%––
Sierra Capital LLC3,016$459.0K0.09%––
BT Wealth Management LLC3,020$460.0K0.15%––
Charter Research & Investment Group, Inc.3,031$461.0K0.40%––
David J Yvars Group3,033$462.0K0.29%––
Capital Counsel LLC3,041$463.0K0.03%––
Confluence Investment Management LLC3,048$464.0K0.01%––
O'Keefe Stevens Advisory, Inc.2,995$464.0K0.29%––
Pin Oak Investment Advisors Inc3,054$465.0K0.40%––
Stevens Capital Management LP3,088$470.0K0.26%––
Claret Asset Management Corp3,089$470.0K0.09%––
Vista Wealth Management Group, LLC3,096$471.0K0.21%––
Independent Family Office, LLC2,657$473.0K0.19%––
Oak Family Advisors, LLC3,113$474.0K0.32%––
Leonard Rickey Investment Advisors P.L.L.C.3,122$475.0K0.19%––
Amussen Hunsaker Associates LLC3,133$476.0K0.15%––
Mascoma Wealth Management LLC3,128$476.0K0.20%––
Retirement Income Solutions, Inc3,128$476.0K0.16%––
Morris Retirement Advisors, LLC3,127$476.0K0.45%––
TrueWealth Advisors, LLC3,204$478.0K0.31%––
Pinnacle Advisory Group, Inc.3,147$479.0K0.02%––
Schwab Charitable Fund3,150$480.0K0.05%––
Wechter Feldman Wealth Management, Inc.3,154$480.0K0.35%––
Bickling Financial Services, Inc.3,154$480.0K0.24%––
Aveo Capital Partners, LLC3,175$483.0K0.12%––
Columbus Macro, LLC3,172$483.0K0.15%––
Parkside Investments, LLC3,190$485.0K0.10%––
Novak Financial Planning, LLC3,203$488.0K0.27%––
Wolff Financial Management LLC3,209$489.0K0.22%––
Bordeaux Wealth Advisors LLC3,218$490.0K0.34%––
West Chester Capital Advisors, Inc3,224$491.0K0.42%––
Analyst IMS Investment Management Services Ltd.3,225$491.0K0.07%––
Forefront Analytics, LLC3,227$491.0K0.21%––
Frank, Rimerman Advisors LLC3,230$491.7K0.22%––
GeoWealth Management, LLC3,245$493.0K0.08%––
Private Wealth Strategies, L.L.C.3,250$495.0K0.14%––
BFT Financial Group, LLC3,268$497.0K0.14%––
Cadinha & Co LLC3,274$498.0K0.07%––
Abacus Wealth Partners, LLC3,290$500.8K0.36%––
Jeereddi Investments, LP3,300$502.0K0.37%––
Legacy Advisors, LLC3,298$502.0K0.22%––
Machina Capital S.A.S.3,300$502.0K5.71%––
Powell Investment Advisors, LLC3,295$502.0K0.33%––
Wealthgate Family Office, LLC3,295$502.0K0.68%––
Golden Green, Inc.3,296$502.0K0.43%––
Coco Enterprises, LLC3,275$506.0K0.47%––
Koss-Olinger Consulting, LLC3,327$506.0K0.09%––
Grace Capital3,330$507.0K0.32%––
Ocean Capital Management, LLC3,350$510.0K0.24%––
Fosun International Ltd3,320$513.0K0.04%––
HITE Hedge Asset Management LLC3,392$516.0K0.08%––
Summit Wealth Group, LLC3,404$518.0K0.83%––
First National Corp3,409$519.0K0.13%––
Security National Bank of So Dak3,416$520.0K0.43%––
Dempze Nancy E3,415$520.0K0.46%––
Atom Investors LP3,414$520.0K0.10%––
Capital Advisory Group Advisory Services, LLC3,430$522.0K0.20%––
Indie Asset Partners, LLC3,452$525.0K0.60%––
Johnson Financial Group, LLC3,470$528.0K0.12%––
Sanford Advisory Services, LLC3,470$528.0K0.15%––
Cascade Investment Advisors, Inc.3,497$532.4K0.35%––
Financial Management Professionals, Inc.3,504$533.0K0.14%––
Legal Advantage Investments, Inc.3,520$536.0K0.40%––
First National Bank of Mount Dora, Trust Investment Services3,535$538.0K0.19%––
Global Strategic Investment Solutions, LLC3,532$538.0K0.10%––
Albert D Mason Inc3,557$541.0K0.35%––