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
Raub Brock Capital Management LP3,553$541.0K0.09%––
Sunburst Financial Group, LLC3,554$541.0K0.38%––
Dimension Capital Management LLC3,563$542.0K0.13%––
Youngs Advisory Group, Inc.3,562$542.0K0.68%––
Sage Private Wealth Group, LLC3,574$544.0K0.94%––
Cranbrook Wealth Management, LLC3,587$546.0K0.13%––
MinichMacGregor Wealth Management, LLC3,593$546.0K0.20%––
Firestone Capital Management3,586$546.0K0.19%––
Harbor Group, Inc.3,703$546.0K0.37%––
Marathon Capital Management3,600$548.0K0.14%––
Lebenthal Global Advisors, LLC3,607$549.0K0.34%––
Elm Advisors, LLC3,612$550.0K0.34%––
Northwest Investment Counselors, LLC3,610$550.0K0.16%––
Silver Lake Advisory, LLC3,612$550.0K0.28%––
Heck Capital Advisors, LLC3,616$550.5K0.12%––
Summitry LLC3,635$553.0K0.04%––
Kidder Stephen W3,637$554.0K0.18%––
Gitterman Wealth Management, LLC3,641$554.0K0.36%––
Family Firm, Inc.3,643$555.0K0.16%––
Lombard Odier Asset Management (Europe) Ltd3,673$559.0K0.03%––
Dougherty Wealth Advisers LLC3,674$559.0K0.84%––
DSC Advisors, L.P.3,683$561.0K0.46%––
Alethea Capital Management, LLC3,700$563.0K0.34%––
Montis Financial, LLC3,670$564.0K0.53%––
South Street Advisors LLC3,712$565.0K0.18%––
Beaumont Asset Management, L.L.C.3,716$565.0K0.47%––
Callan Capital, LLC3,722$567.0K0.10%––
Nottingham Advisors, Inc.3,733$568.0K0.06%––
Full Sail Capital, LLC3,734$569.0K0.06%––
Berger Financial Group, Inc3,751$571.0K0.12%––
Beech Hill Advisors, Inc.3,762$573.0K0.24%––
Shulman DeMeo Asset Management LLC3,765$573.0K0.16%––
Southeast Asset Advisors Inc.3,775$575.0K0.10%––
Heartwood Wealth Advisors LLC3,792$577.0K0.09%––
Crewe Advisors LLC3,794$578.0K0.14%––
Jones Road Capital Management, L.P.3,800$578.0K0.43%––
Fi3 FINANCIAL ADVISORS, LLC3,796$578.0K0.50%––
Adams Chetwood Wealth Management LLC3,803$579.0K0.44%––
Sloy Dahl & Holst, LLC3,826$582.0K0.08%––
Pineno Levin & Ford Asset Management, Inc.3,831$583.0K0.20%––
Garrett Investment Advisors LLC3,844$585.0K0.21%––
Old North State Trust, LLC3,855$587.0K0.46%––
Harvest Investment Services, LLC3,872$589.0K0.27%––
Axiom Investment Management LLC3,899$592.0K0.48%––
Filbrandt Wealth Management, LLC3,891$592.0K0.36%––
Cim, LLC3,676$593.0K0.11%––
Park Circle Co3,900$594.0K0.53%––
Stonehearth Capital Management, LLC3,906$595.0K0.32%––
Independent Solutions Wealth Management, LLC3,910$595.2K0.16%––
Northstar Group, Inc.3,915$596.0K0.17%––
Corbett Road Capital Management, LLC3,913$596.0K0.89%––
Thomas Story & Son LLC3,924$597.0K0.23%––
Mosaic Advisors LLC3,920$597.0K0.51%––
Pacific Center for Financial Services3,941$600.0K0.29%––
Rosenberg Matthew Hamilton3,945$600.0K0.34%––
Engrave Wealth Partners LLC3,946$601.0K0.24%––
Fulton Breakefield Broenniman LLC3,952$602.0K0.06%––
Requisite Capital Management, LLC3,964$603.0K0.14%––
Financial Advisors, LLC3,964$603.0K0.24%––
Day & Ennis, LLC3,968$604.0K0.23%––
Cahill Financial Advisors Inc3,970$605.0K0.15%––
Ullmann Financial Group, Inc.3,974$605.0K0.27%––
S.A. Mason LLC3,976$605.0K0.45%––
Evolution Wealth Advisors, LLC3,996$608.0K0.14%––
Ratan Capital Management LP4,000$609.0K0.07%––
Stewardship Financial Advisors, LLC4,011$611.0K0.21%––
Hillcrest Wealth Advisors - NY, LLC4,018$612.0K0.37%––
WNY Asset Management, LLC4,030$612.0K0.24%––
Annandale Capital, LLC4,018$612.0K0.43%––
Southland Equity Partners LLC4,045$615.7K0.35%––
Leonteq Securities AG4,055$617.3K0.04%––
Domani Wealth, LLC4,060$618.0K0.12%––
Truehand, Inc4,067$619.0K0.38%––
Newport Wealth Strategies, Inc.4,078$621.0K0.39%––
RWM Asset Management, LLC4,085$622.0K0.13%––
Bulltick Wealth Management, LLC4,092$622.9K0.18%––
Permit Capital, LLC4,235$623.0K0.21%––
Bridgefront Capital, LLC4,108$625.0K0.19%––
Sustainable Insight Capital Management, LLC4,114$626.0K0.42%––
Mark Asset Management LP4,119$627.0K0.10%––
Fairview Capital Investment Management, LLC4,121$627.0K0.02%––
Fca Corp4,096$627.0K0.18%––
Consolidated Planning Corp4,134$629.0K0.40%––
Advisor OS, LLC4,131$630.0K0.14%––
Capital Planning LLC4,136$630.0K0.28%––
Berkeley Capital Partners, LLC4,187$637.0K0.31%––
Mosaic Family Wealth, LLC4,185$637.0K0.20%––
Monterey Private Wealth, Inc.4,234$637.0K0.35%––
Edgemoor Investment Advisors, Inc.4,202$640.0K0.06%––
Harrington Investments, INC4,202$640.0K0.40%––
Summit Asset Management, LLC4,204$640.0K0.22%––
Redhawk Wealth Advisors, Inc.4,212$641.0K0.16%––
LVZ Advisors, Inc.4,213$641.0K0.10%––
GPS Wealth Strategies Group, LLC4,220$642.0K0.19%––
Norris Financial Group, LLC4,239$645.3K0.47%––
New Vernon Investment Management LLC4,253$647.0K1.07%––
Hutner Capital Management Inc4,257$648.0K0.42%––
Two Sigma Securities, LLC4,258$648.0K0.15%––
Bender Robert & Associates4,279$651.0K0.21%––
Winfield Associates, Inc.4,283$652.0K0.27%––