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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
Close Asset Management Ltd73,927$11.3M0.60%––
WealthBridge Investment Counsel Inc.73,935$11.3M5.50%––
Aptus Capital Advisors, LLC73,808$11.2M0.58%––
Marshall Wace, LLP73,740$11.2M0.06%––
Hoertkorn Richard Charles72,810$11.1M5.47%––
Hennessy Advisors Inc72,350$11.0M0.64%––
Sonora Investment Management, LLC72,103$11.0M0.86%––
Strategic Global Advisors, LLC72,036$11.0M1.97%––
German American Bancorp, Inc.71,882$10.9M1.90%––
Resource Management, LLC71,724$10.9M1.31%––
Ar Asset Management Inc71,231$10.8M3.24%––
Wellington Shields Capital Management, LLC71,037$10.8M1.03%––
Q Capital Solutions71,000$10.8M8.59%––
Boenning & Scattergood, Inc.70,875$10.8M2.05%––
Whitener Capital Management, Inc.70,689$10.8M4.66%––
Citadel Advisors LLC70,665$10.8M0.01%––
Barometer Capital Management Inc.71,020$10.7M1.81%––
Autus Asset Management, LLC70,572$10.7M1.27%––
Great Lakes Advisors, LLC70,501$10.7M0.17%––
TownSquare Capital, LLC70,223$10.7M0.42%––
Harvey Capital Management Inc70,157$10.7M3.87%––
King Wealth70,138$10.7M2.40%––
Miracle Mile Advisors, LLC70,033$10.7M0.61%––
Icon Advisers Inc69,995$10.7M1.67%––
Everence Capital Management Inc69,925$10.6M0.97%––
Palisade Asset Management, LLC69,700$10.6M1.37%––
Lincoln National Corp69,634$10.6M0.26%––
Farmers Trust Co69,458$10.6M2.44%––
Caldwell Trust Co69,180$10.5M1.47%––
SFE Investment Counsel68,801$10.5M3.05%––
Princeton Portfolio Strategies Group LLC68,602$10.4M2.02%––
Addenda Capital Inc.81,593$10.4M0.53%––
GAM Holding AG67,975$10.3M0.48%––
Graves-Light Private Wealth Management, Inc.67,974$10.3M1.77%––
Park Avenue Securities LLC67,757$10.3M0.25%––
Pensionfund DSM Netherlands67,500$10.3M1.37%––
Heritage Trust Co67,270$10.2M1.56%––
JGP Wealth Management, LLC67,161$10.2M2.29%––
ARS Wealth Advisors, LLC67,131$10.2M2.23%––
Aj Wealth Strategies, LLC67,113$10.2M0.73%––
Barbara Oil Co.67,000$10.2M4.91%––
First Midwest Bank Trust Division66,921$10.2M1.40%––
Visionary Wealth Advisors66,882$10.2M1.07%––
Tompkins Financial Corp66,822$10.2M1.72%––
GHP Investment Advisors, Inc.66,651$10.1M0.88%––
Wealth Enhancement Advisory Services, LLC66,230$10.1M0.18%––
Griffin Asset Management, Inc.66,193$10.1M1.29%––
Old Second National Bank of Aurora66,081$10.1M2.80%––
Bremer Bank National Association66,022$10.1M2.30%––
Buffington Mohr McNeal65,760$10.0M2.15%––
Bel Air Investment Advisors LLC65,696$10.0M0.32%––
Ami Investment Management Inc65,474$9.97M4.29%––
Hantz Financial Services, Inc.65,323$9.94M0.41%––
Spinnaker Trust65,289$9.94M0.75%––
Sompo Asset Management Co., Ltd.65,060$9.90M2.25%––
Brown Advisory Securities, LLC64,932$9.88M1.68%––
Wetherby Asset Management Inc64,845$9.87M0.75%––
Sumitomo Life Insurance Co64,606$9.84M0.40%––
Private Advisory Group LLC64,476$9.81M2.81%––
Socorro Asset Management LP64,434$9.81M4.34%––
Skylands Capital, LLC64,375$9.80M1.25%––
Telos Capital Management, Inc.64,277$9.79M1.41%––
Arrow Financial Corp64,161$9.77M1.30%––
Valicenti Advisory Services Inc63,986$9.74M2.89%––
Pettyjohn, Wood & White, Inc63,829$9.72M2.30%––
CWM, LLC62,369$9.70M0.08%––
Boston Family Office LLC63,659$9.69M0.73%––
Fagan Associates, Inc.63,543$9.67M2.26%––
Harbour Investments, Inc.63,491$9.66M0.35%––
Stockman Wealth Management, Inc.63,301$9.64M2.68%––
Hills Bank & Trust Co63,052$9.60M1.56%––
Bridgecreek Investment Management, LLC62,935$9.58M1.48%––
Stamos Capital Partners, L.P.62,700$9.54M4.82%––
Paradiem, LLC61,228$9.52M3.14%––
Apriem Advisors62,515$9.52M1.47%––
Legacy Private Trust Co.62,499$9.51M0.86%––
IFP Advisors, Inc62,455$9.51M0.19%––
Taylor Wealth Management Partners62,453$9.51M3.47%––
Graypoint LLC62,356$9.49M1.45%––
Buckingham Strategic Wealth, LLC62,309$9.48M0.47%––
AMG National Trust Bank62,240$9.47M0.32%––
Bank of Hawaii62,050$9.45M0.57%––
Segment Wealth Management, LLC61,919$9.43M1.25%––
Hartford Financial Management Inc.61,376$9.34M2.32%––
Camden National Bank61,113$9.30M1.85%––
Camden National Bank61,113$9.30M1.85%––
Plimoth Trust Co LLC60,791$9.25M2.73%––
Iowa State Bank60,748$9.25M2.78%––
Perigon Wealth Management, LLC60,679$9.24M0.94%––
Wells Trecaso Financial Group, LLC60,536$9.22M4.86%––
Mengis Capital Management, Inc.60,456$9.20M2.04%––
Boyar Asset Management Inc.60,311$9.18M6.21%––
Sigma Investment Counselors Inc60,289$9.18M0.74%––
Inlet Private Wealth, LLC60,249$9.17M2.62%––
Chicago Capital, LLC60,181$9.16M0.39%––
Nwi Management LP60,000$9.13M0.85%––
Bright Rock Capital Management, LLC60,000$9.13M2.34%––
Rench Wealth Management, Inc.59,749$9.10M4.73%––
Constitution Capital LLC59,468$9.05M5.98%––
NewEdge Wealth, LLC59,364$9.04M0.90%––