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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
Garde Capital, Inc.4,281$652.0K0.08%––
Eldridge Investment Advisors, Inc.4,294$654.0K0.25%––
LCM Capital Management Inc4,305$655.0K0.59%––
Tanaka Capital Management Inc4,315$657.0K0.83%––
Fountainhead AM, LLC4,316$657.0K0.35%––
Gyon Technologies Capital Management, LP4,343$661.0K0.29%––
Spotlight Asset Group, Inc.4,342$661.0K0.25%––
Riggs Asset Managment Co. Inc.4,365$664.0K0.20%––
Capital City Trust Co4,368$665.0K0.21%––
Westhampton Capital, LLC4,382$667.0K0.46%––
Aua Capital Management, LLC4,388$668.0K0.44%––
Marshall Financial Group Inc4,397$669.0K0.30%––
American Research & Management Co.4,396$669.0K0.16%––
Marshall Financial Group LLC4,396$669.0K0.40%––
Newbridge Financial Services Group, Inc.4,396$669.0K0.49%––
Oberweis Asset Management Inc4,430$674.0K0.14%––
Tempus Wealth Planning, LLC4,435$675.0K0.71%––
Mogy Joel R Investment Counsel Inc4,443$676.0K0.06%––
Merriman Wealth Management, LLC4,448$677.0K0.08%––
Grant Street Asset Management, Inc.4,447$677.0K0.37%––
Maverick Capital LtdSuperinvestorMaverick Capital4,453$678.0K0.01%––
Cypress Capital Management LLC (WY)4,480$682.0K0.60%––
Morris Capital Advisors, LLC4,495$684.0K0.55%––
First Heartland Consultants, Inc.4,504$686.0K0.11%––
Wiley Bros.-Aintree Capital, LLC4,524$689.0K0.50%––
Merrion Investment Management Co, LLC4,544$691.0K0.58%––
CMG Global Holdings, LLC4,539$691.0K0.60%––
Corundum Group, Inc.4,586$698.0K0.55%––
R.H. Dinel Investment Counsel, Inc.4,592$699.0K0.53%––
Patron Partners Advisors, LLC4,598$699.0K0.59%––
Verition Fund Management LLC4,609$702.0K0.01%––
Tatro Capital, LLC4,621$703.0K0.54%––
Mountain Capital Investment Advisors, Inc4,573$705.0K0.35%––
Lavaca Capital LLC4,637$706.0K0.41%––
TRH Financial, LLC4,645$707.0K0.36%––
Glassman Wealth Services4,653$708.0K0.15%––
Schneider Downs Wealth Management Advisors, LP4,660$709.0K0.17%––
Diamant Asset Management, Inc.4,661$710.0K0.62%––
Bay Rivers Group4,661$710.0K0.55%––
Lorne Steinberg Wealth Management Inc.4,670$711.0K0.38%––
One Charles Private Wealth Services, LLC4,676$712.0K3.41%––
Arbor Investment Advisors, LLC4,692$714.0K0.16%––
Stanley-Laman Group, Ltd.4,688$714.0K0.12%––
Wimmer Associates 1, LLC4,689$714.0K0.39%––
Kowal Investment Group, LLC4,717$718.0K0.29%––
Loomis Sayles & Co L P4,723$719.0K0.00%––
Gsa Capital Partners LLP4,725$719.0K0.12%––
Curated Wealth Partners LLC4,713$722.0K0.44%––
Outlook Wealth Advisors, LLC4,766$725.0K0.25%––
HHM Wealth Advisors, LLC4,802$731.0K0.23%––
McDaniel Terry & Co4,820$734.0K0.09%––
Carl P. Sherr & Co., LLC4,821$734.0K0.55%––
Ami Asset Management Corp4,827$735.0K0.04%––
Vantage Financial Partners Ltd., Inc.4,874$742.0K0.42%––
S. R. Schill & Associates4,884$743.0K0.33%––
First National Bank4,888$744.0K0.73%––
Tortoise Investment Management, LLC4,902$746.0K0.16%––
LifePro Asset Management4,903$746.0K0.24%––
Sax Wealth Advisors, LLC4,915$748.0K0.27%––
Chelsea Counsel Co4,920$749.0K0.37%––
Delta Investment Management, LLC4,917$749.0K0.24%––
Benson Investment Management Company, Inc.4,950$754.0K0.44%––
Apella Capital, LLC4,954$754.0K0.24%––
Benjamin Edwards Inc4,969$756.0K0.57%––
Wendell David Associates Inc4,976$757.0K0.09%––
Dohj, LLC4,971$757.0K0.44%––
Clare Market Investments LLC4,981$758.6K0.29%––
Greenhaven Associates IncSuperinvestorGreenhaven Associates5,000$761.0K0.02%––
Odey Holdings AG5,000$761.0K6.85%––
Reston Wealth Management LLC5,013$763.0K0.40%––
Red Wave Investments LLC5,023$765.0K0.31%––
Copperwynd Financial, LLC5,032$766.0K0.34%––
Cowa, LLC4,912$767.0K0.46%––
Gray Wealth Management Inc.5,040$767.0K0.49%––
GenWealth Group, Inc.5,068$771.0K0.24%––
Navis Wealth Advisors, LLC5,070$772.0K0.71%––
Sadoff Investment Management LLC5,078$773.0K0.05%––
Affinity Capital Advisors, LLC5,086$774.0K0.28%––
CVA Family Office, LLC5,088$775.0K0.29%––
S&T Bank5,094$776.0K0.13%––
HYA Advisors, Inc5,094$776.0K0.37%––
Te Ahumairangi Investment Management Ltd5,100$776.0K0.10%––
Assetmark, Inc5,102$777.0K0.00%––
McIlrath & Eck, LLC5,108$778.0K0.27%––
Wealth Dimensions Group, Ltd.5,113$778.0K0.60%––
Seelaus Asset Management LLC5,118$779.0K0.50%––
Element Wealth, LLC5,125$780.0K0.65%––
Portland Global Advisors LLC5,131$781.0K0.17%––
Crumly & Associates Inc.5,129$781.0K0.46%––
Measured Wealth Private Client Group, LLC5,140$782.0K0.28%––
Great Point Wealth Advisors, LLC5,141$783.0K0.30%––
First Command Bank5,149$784.0K0.17%––
First Command Financial Services, Inc.5,149$784.0K0.17%––
Carlson Capital Management5,154$785.0K0.13%––
Hutchinson Capital Management5,161$786.0K0.20%––
TriaGen Wealth Management LLC5,166$786.0K0.45%––
Raffa Wealth Management, LLC5,165$786.4K0.28%––
Aurora Private Wealth, Inc.5,172$787.0K0.33%––
Nations Financial Group Inc,5,176$788.0K0.18%––
Ellevest, Inc.5,179$788.0K0.10%––