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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; 5,158 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: 3,519 institutionsQ2 2022: 3,427 institutionsQ3 2022: 3,395 institutionsQ4 2022: 3,628 institutionsQ1 2023: 3,612 institutionsQ2 2023: 3,672 institutionsQ3 2023: 3,710 institutionsQ4 2023: 4,001 institutionsQ1 2024: 4,120 institutionsQ2 2024: 4,181 institutionsQ3 2024: 4,215 institutionsQ4 2024: 4,680 institutionsQ1 2025: 4,679 institutionsQ2 2025: 4,752 institutionsQ3 2025: 4,765 institutionsQ4 2025: 5,154 institutionsQ1 2026: 5,103 institutionsQ2 2026: 5,158 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 20265,158$643.7B
Q1 20265,103$572.0B
Q4 20255,154$639.5B
Q3 20254,765$618.0B
Q2 20254,752$582.4B
Q1 20254,679$494.6B
Q4 20244,680$490.0B
Q3 20244,215$429.4B
Q2 20244,181$416.2B
Q1 20244,120$414.5B
Q4 20234,001$351.8B
Q3 20233,710$297.0B
Q2 20233,672$297.6B
Q1 20233,612$266.3B
Q4 20223,628$278.3B
Q3 20223,395$212.9B
Q2 20223,427$229.3B
Q1 20223,519$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
Systematic Financial Management LP6,075$925.0K0.03%––
Continuum Advisory, LLC6,113$930.0K0.39%––
CWS Financial Advisors, LLC6,131$933.0K0.40%––
Cubic Asset Management, LLC6,150$936.0K0.25%––
Skba Capital Management LLC6,162$938.0K0.15%––
Bouchey Financial Group Ltd6,188$942.0K0.15%––
Rodgers Brothers Inc.6,197$943.0K0.19%––
Patriot Investment Management Inc.6,217$946.0K0.09%––
Hurlow Wealth Management Group, Inc.6,228$948.0K0.68%––
Van Hulzen Asset Management, LLC6,232$949.0K0.15%––
Truadvice, LLC6,125$950.0K0.28%––
Twin Focus Capital Partners, LLC6,250$951.0K0.27%––
Alera Investment Advisors, LLC6,250$951.0K0.31%––
Westwood Management Corp6,260$953.0K0.08%––
Alliance Wealth Management Group6,268$954.0K0.36%––
Baystate Wealth Management LLC6,277$956.0K0.10%––
Truvestments Capital LLC6,279$956.0K0.54%––
Bigelow Investment Advisors, LLC6,284$957.0K0.48%––
Founders Financial Securities LLC6,291$958.0K0.22%––
Westfield Capital Management Co LP6,300$959.0K0.01%––
Vision Capital Management, Inc.6,300$959.0K0.17%––
Halbert Hargrove Global Advisors, LLC6,315$961.0K0.07%––
Brown Capital Management LLC6,321$962.0K0.01%––
Pathway Financial Advisors LLC5,979$962.0K0.38%––
AXS Investments LLC6,328$963.0K0.34%––
PBMares Wealth Management LLC6,328$963.0K0.79%––
Cardinal Strategic Wealth Guidance6,316$965.0K0.57%––
Alta Wealth Advisors LLC6,340$965.0K0.81%––
Creative Financial Designs Inc6,350$967.0K0.19%––
Veracity Capital LLC6,353$967.0K0.45%––
Riverbridge Partners LLC6,361$968.0K0.01%––
WealthTrust Axiom LLC6,378$970.0K0.33%––
Unio Capital LLC6,411$976.0K0.46%––
MEMBERS Trust Co6,418$977.0K0.03%––
Hayden Royal, LLC6,427$978.0K0.56%––
Private Wealth Advisors6,434$979.0K0.33%––
Round Table Services, LLC6,454$982.0K0.24%––
Mirabella Financial Services LLP6,463$984.0K0.31%––
Pasadena Private Wealth, LLC6,481$987.0K0.36%––
Empowered Funds, LLC7,773$988.0K0.19%––
REDW Wealth LLC6,504$990.0K0.33%––
Quantamental Technologies LLC6,520$993.0K3.19%––
Greystone Financial Group, LLC6,270$994.0K0.25%––
SignalPoint Asset Management, LLC6,540$996.0K0.35%––
Concorde Asset Management, LLC6,317$997.0K0.57%––
First National Bank of Hutchinson6,556$998.0K0.49%––
Wall Street Access Asset Management, LLC6,575$1.00M0.64%––
Capital Management Associates6,575$1.00M1.03%––
BNC Wealth Management, LLC6,575$1.00M0.71%––
Legacy Wealth Asset Management, LLC6,577$1.00M0.46%––
Cambridge Advisors Inc.6,580$1.00M0.26%––
Insight Advisors, LLC6,525$1.00M0.32%––
Capital Markets Trading UK LLP6,594$1.00M1.30%––
Keating Investment Counselors Inc6,604$1.00M0.48%––
Stephenson National Bank & Trust6,647$1.01M0.70%––
Traphagen Investment Advisors LLC6,652$1.01M0.19%––
Successful Portfolios LLC6,655$1.01M0.67%––
Meridian Investment Counsel Inc.6,659$1.01M0.39%––
McLean Asset Management Corp6,708$1.01M0.80%––
Dean Investment Associates, LLC6,685$1.02M0.19%––
Pratt Collard Advisory Partners LLC6,700$1.02M0.73%––
Gilbert & Cook, Inc.6,706$1.02M0.20%––
Perritt Capital Management Inc6,721$1.02M0.56%––
Point72 Hong Kong Ltd6,722$1.02M0.08%––
Hotaling Investment Management, LLC6,721$1.02M0.46%––
JFS Wealth Advisors, LLC6,724$1.02M0.21%––
Dixon Hubard Feinour & Brown Inc6,737$1.03M0.24%––
Sky Investment Group LLC6,739$1.03M0.25%––
Vigilare Wealth Management6,755$1.03M0.73%––
Carolinas Wealth Consulting LLC6,762$1.03M0.25%––
Oak Ridge Investments LLC6,766$1.03M0.10%––
Portland Investment Counsel Inc.6,765$1.03M0.57%––
CenterStar Asset Management, LLC–$1.03M1.47%––
Meridian Financial Partners LLC6,920$1.03M0.78%––
Winmill & Co. Inc6,800$1.03M0.38%––
Cornerstone National Bank & Trust Co6,812$1.04M0.49%––
Sterneck Capital Management, LLC6,811$1.04M0.72%––
South Shore Capital Advisors6,809$1.04M1.03%––
Galibier Capital Management Ltd.6,831$1.04M0.16%––
Legacy Bridge, LLC6,838$1.04M0.67%––
Northwest Wealth Management, LLC6,841$1.04M0.65%––
Wealth Alliance Advisory Group, LLC6,858$1.04M0.54%––
Greytown Advisors Inc.6,889$1.05M0.57%––
Midwest Professional Planners, LTD.11,651$1.05M1.06%––
Grandview Asset Management LLC6,890$1.05M0.56%––
Islay Capital Management, LLC6,898$1.05M0.87%––
Madison Wealth Management6,902$1.05M0.26%––
CSat Investment Advisory, L.P.6,909$1.05M0.88%––
Investors Research Corp6,940$1.06M0.40%––
Geller Advisors LLC6,942$1.06M0.25%––
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management6,972$1.06M0.09%––
Mizuho Markets Cayman LP6,973$1.06M0.15%––
Wilkins Investment Counsel Inc6,979$1.06M0.28%––
Affiance Financial, LLC6,979$1.06M0.47%––
Richard P Slaughter Associates Inc6,986$1.06M0.44%––
Sovarnum Capital L.P.7,000$1.07M0.80%––
Summit Financial Wealth Advisors, LLC8,432$1.07M0.27%––
Greylin Investment Mangement Inc7,050$1.07M0.22%––
Wealth Management Associates, Inc.7,084$1.08M0.68%––
Reynders McVeigh Capital Management, LLC7,101$1.08M0.07%––