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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: 3,595 institutionsQ1 2022: 3,520 institutionsQ2 2022: 3,428 institutionsQ3 2022: 3,396 institutionsQ4 2022: 3,629 institutionsQ1 2023: 3,613 institutionsQ2 2023: 3,673 institutionsQ3 2023: 3,711 institutionsQ4 2023: 4,002 institutionsQ1 2024: 4,121 institutionsQ2 2024: 4,182 institutionsQ3 2024: 4,216 institutionsQ4 2024: 4,680 institutionsQ1 2025: 4,680 institutionsQ2 2025: 4,753 institutionsQ3 2025: 4,766 institutionsQ4 2025: 5,155 institutionsQ1 2026: 5,103 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: $572.1BQ2 2026: $643.7B
Institutions holding JPM and their total value by quarter
QuarterHoldersValue
Q2 20265,157$643.7B
Q1 20265,103$572.1B
Q4 20255,155$639.5B
Q3 20254,766$618.0B
Q2 20254,753$582.4B
Q1 20254,680$494.6B
Q4 20244,680$490.0B
Q3 20244,216$429.4B
Q2 20244,182$416.2B
Q1 20244,121$414.5B
Q4 20234,002$351.8B
Q3 20233,711$297.0B
Q2 20233,673$297.6B
Q1 20233,613$266.3B
Q4 20223,629$278.3B
Q3 20223,396$212.9B
Q2 20223,428$229.3B
Q1 20223,520$278.9B
Q4 20213,595$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
Financial Consulate, Inc5,187$790.0K0.32%––
Santori & Peters5,201$791.0K0.47%––
Diversified, LLC5,207$793.0K0.61%––
Arkansas Financial Group, Inc.5,234$797.0K0.19%––
Rede Wealth, LLC5,232$797.0K0.48%––
Financial Management Network Inc5,199$797.0K0.41%––
LBMC Investment Advisors, LLC5,264$801.0K0.08%––
Thrive Capital Management, LLC5,264$801.0K0.75%––
Onyx Bridge Wealth Group LLC5,272$803.0K0.40%––
Hobart Private Capital, LLC5,278$803.5K0.33%––
Purus Wealth Management, LLC5,288$805.0K0.68%––
Campbell & CO Investment Adviser LLC5,300$807.0K0.50%––
Foster Victor Wealth Advisors, LLC5,238$807.0K0.15%––
Core Wealth Advisors, Inc.5,314$809.0K0.71%––
Profit Investment Management, LLC5,317$811.0K0.46%––
Trinity Legacy Partners, LLC5,289$811.0K0.32%––
Harris Associates L PSuperinvestorHarris Associates (Oakmark)5,337$812.0K0.00%––
Asset Management Corp5,340$813.0K0.56%––
Summit Financial, LLC5,343$813.4K0.11%––
Austin Private Wealth, LLC5,348$814.0K0.21%––
Omnia Family Wealth, LLC5,363$816.0K0.61%––
Centric Wealth Management5,367$817.0K0.23%––
E Fund Management Co., Ltd.5,364$817.0K0.07%––
Paragon Capital Management Ltd5,375$818.0K0.42%––
Vicus Capital5,379$819.0K0.10%––
Trust Co of Oklahoma5,382$819.3K0.29%––
Burt Wealth Advisors5,387$820.0K0.30%––
Sandbox Financial Partners, LLC5,379$820.0K0.68%––
Oldfather Financial Services, LLC5,301$822.0K0.47%––
SNS Financial Group, LLC5,411$824.0K0.12%––
Costello Asset Management, INC5,423$826.0K0.57%––
Signet Financial Management, LLC5,432$827.0K0.15%––
Greatmark Investment Partners, Inc.5,439$828.0K0.16%––
HBW Advisory Services LLC5,442$828.0K0.22%––
Titus Wealth Management5,457$831.0K0.49%––
Security National Bank5,472$833.0K0.24%––
Ackerman Capital Advisors, LLC5,481$834.0K0.20%––
P.A.W. Capital Corp5,500$837.0K0.74%––
PSI Advisors, LLC5,523$840.0K0.49%––
CRA Financial Services, LLC5,538$843.0K0.33%––
America First Investment Advisors, LLC5,550$845.0K0.26%––
Legacy Capital Partners, Inc.5,556$846.0K0.32%––
Legacy Wealth Planning, LLC5,558$846.0K1.08%––
Latitude Advisors, LLC5,561$847.0K0.69%––
Resource Planning Group5,592$851.0K0.56%––
Lantz Financial LLC5,595$852.0K0.48%––
Fox Run Management, L.L.C.5,613$854.0K1.54%––
HMS Capital Management, LLC5,612$854.0K0.45%––
FSB Premier Wealth Management, Inc.5,630$857.0K0.46%––
Arcadia Investment Management Corp5,635$858.0K0.17%––
Birchcreek Wealth Management, LLC5,646$859.0K0.91%––
Donald L. Hagan, LLC5,654$861.0K0.57%––
Regent Peak Wealth Advisors LLC5,659$861.0K0.28%––
Investors Financial Group, LLC5,672$863.0K0.50%––
Global Trust Asset Management, LLC5,674$864.0K0.48%––
Princeton Capital Management LLC5,681$865.0K0.29%––
American State Bank (Iowa)5,699$867.6K0.74%––
Tuttle Tactical Management5,700$868.0K0.34%––
Horiko Capital Management LLC5,700$868.0K0.44%––
F/M Investments LLC5,711$869.0K0.69%––
Summit Financial Strategies, Inc.5,719$871.0K0.31%––
Darwin Advisors, LLC5,724$871.0K0.15%––
Keebeck Alpha, LP5,735$873.0K0.37%––
Landaas & Co5,743$874.0K0.52%––
Narus Financial Partners, LLC5,747$874.9K0.52%––
Foresight Wealth Management, LLC5,767$878.0K0.44%––
Investment House LLC5,775$879.0K0.07%––
Campion Asset Management LLC5,785$881.0K0.67%––
Financial Engines Advisors L.L.C.5,796$882.0K0.00%––
Simon Quick Advisors, LLC5,804$883.0K0.26%––
Cohen & Steers, Inc.5,810$884.0K0.00%––
Hexagon Capital Partners LLC5,808$884.0K0.24%––
Fullen Financial Group5,839$889.0K0.57%––
Bellevue Asset Management, LLC5,838$890.0K0.55%––
Black Diamond Financial, LLC5,852$891.0K0.38%––
TFC Financial Management5,866$893.0K0.35%––
Bluestein R H & Co5,880$895.0K0.04%––
Moller Financial Services5,876$895.0K0.31%––
Western Financial Corporation5,899$898.0K0.55%––
Ambassador Advisors, LLC5,897$898.0K0.20%––
Crew Capital Management, Ltd.5,900$898.0K0.90%––
RGT Wealth Advisors, LLC5,904$899.0K0.18%––
Colonial River Wealth Management, LLC5,913$900.0K0.73%––
Marble Harbor Investment Counsel, LLC5,918$901.0K0.12%––
Semmax Financial Advisors Inc.5,929$903.0K0.32%––
Emerald Advisors, LLC5,965$908.0K0.33%––
Wagner Wealth Management, LLC5,986$911.0K0.72%––
Foundations Investment Advisors, LLC5,880$911.0K0.05%––
Rock Creek Group, LP5,992$912.0K0.16%––
Ulysses Management LLC6,000$913.0K0.15%––
Madden Securities Corp5,999$913.0K0.53%––
IMS Capital Management6,014$916.0K0.58%––
Allegheny Financial Group LTD6,016$916.0K0.67%––
Castle Rock Wealth Management, LLC6,225$917.0K0.37%––
Altus Wealth Group LLC5,894$917.0K0.91%––
Lindbrook Capital, LLC6,028$918.0K0.21%––
Freedman Financial Associates, Inc.6,031$918.0K0.76%––
Nadler Financial Group, Inc.6,049$921.0K0.16%––
Jackson Hole Capital Partners, LLC6,049$921.0K0.38%––
Wedge Capital Management L L P6,079$925.0K0.01%––