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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
Verdence Capital Advisors LLC59,244$9.02M1.52%––
Independent Investors Inc59,099$9.00M2.38%––
Grimes & Company, Inc.59,068$8.99M0.43%––
Cutler Investment Counsel LLC59,058$8.99M1.56%––
Schnieders Capital Management LLC59,037$8.99M2.69%––
Snowden Capital Advisors LLC58,863$8.96M0.51%––
First Hawaiian Bank58,851$8.96M0.39%––
Gifford Fong Associates58,800$8.95M1.92%––
Woodstock Corp58,746$8.94M1.14%––
Level Four Advisory Services, LLC58,715$8.94M0.69%––
Philadelphia Trust Co58,667$8.93M0.69%––
Signature Estate & Investment Advisors LLC58,538$8.91M0.43%––
Laurel Wealth Advisors LLC58,486$8.90M2.16%––
Green Square Capital Advisors LLC58,467$8.90M2.91%––
Walter & Keenan Financial Consulting Co58,437$8.90M3.15%––
Bard Financial Services, Inc.59,090$8.89M0.86%––
Wealthspire Advisors, LLC58,379$8.89M0.21%––
IMC-Chicago, LLC58,332$8.88M0.86%––
Allegiant Private Advisors, LLC58,201$8.86M1.62%––
Cutler Group LP58,131$8.85M0.74%––
Carroll Financial Associates, Inc.57,876$8.81M0.54%––
Greenwood Gearhart Inc57,868$8.81M1.57%––
Terry L. Blaker57,827$8.80M0.59%––
Duncker Streett & Co Inc57,804$8.80M1.68%––
United Fire Group Inc57,736$8.79M4.56%––
Andesa Financial Management Inc.57,694$8.78M2.86%––
McGinn Investment Management, Inc.57,690$8.78M6.49%––
Thomasville National Bank97,385$8.77M1.63%––
Great Valley Advisor Group, Inc.57,331$8.73M0.84%––
Farmers National Bank57,241$8.71M3.31%––
We Are One Seven, LLC57,029$8.68M1.49%––
Miramar Capital, LLC56,881$8.66M3.87%––
Vestcor Inc56,848$8.65M0.32%––
Buckley Wealth Management, LLC56,777$8.64M3.20%––
Spearhead Capital Advisors, LLC56,744$8.64M1.28%––
Greenleaf Trust56,601$8.62M0.11%––
Frontier Wealth Management LLC56,472$8.60M0.66%––
Royal Fund Management, LLC56,313$8.57M1.57%––
Family Capital Trust Co56,293$8.57M2.69%––
Davis-Rea Ltd.56,267$8.57M4.58%––
Core Alternative Capital55,886$8.51M2.42%––
Xcel Wealth Management, LLC55,795$8.49M3.03%––
Altium Wealth Management LLC55,727$8.48M0.68%––
ExodusPoint Capital Management, LP55,703$8.48M0.17%––
Pine Ridge Advisers LLC55,500$8.45M3.31%––
Princeton Global Asset Management LLC55,248$8.41M2.72%––
Icon Wealth Partners, LLC55,043$8.38M1.05%––
Odey Asset Management Group Ltd54,825$8.35M2.34%––
K.J. Harrison & Partners Inc54,814$8.34M1.29%––
Stolper Co54,785$8.34M4.30%––
M&R Capital Management Inc54,449$8.30M2.07%––
Hoey Investments, Inc54,459$8.29M2.90%––
Bray Capital Advisors54,202$8.25M2.27%––
Allied Investment Advisors, LLC54,174$8.25M3.53%––
Transform Wealth, LLC54,118$8.24M1.65%––
Cadence Bank NA53,795$8.19M2.58%––
Woodmont Investment Counsel LLC53,556$8.15M1.39%––
Perennial Advisors, LLC53,474$8.14M2.56%––
Intersect Capital LLC53,288$8.11M1.65%––
River Wealth Advisors LLC53,190$8.10M1.52%––
Baldwin Investment Management, LLC53,183$8.10M1.48%––
Viking Fund Management LLC53,000$8.07M2.41%––
Sara-Bay Financial52,835$8.04M3.28%––
Oak Harvest Investment Services52,815$8.04M3.08%––
Ascent Wealth Partners, LLC52,493$7.99M1.74%––
Schulhoff & Co Inc52,343$7.97M3.64%––
Windward Capital Management Co52,315$7.96M0.80%––
Voya Financial Advisors, Inc.51,487$7.95M0.31%––
Cardan Capital Partners, LLC52,177$7.94M0.95%––
Meiji Yasuda Life Insurance Co52,157$7.94M0.15%––
Dynamic Advisor Solutions LLC52,012$7.92M0.74%––
McDonald Partners LLC51,802$7.89M2.03%––
BOK Financial Private Wealth, Inc.51,731$7.88M0.72%––
Garland Capital Management Inc51,715$7.87M5.95%––
Investment Management of Virginia LLC51,654$7.86M1.58%––
Nixon Peabody Trust Co51,597$7.85M3.18%––
Pacific Global Investment Management CO51,478$7.84M1.63%––
Cardinal Capital Management51,182$7.79M1.72%––
Providence Capital Advisors, LLC51,130$7.78M2.84%––
Fulcrum Capital LLC51,124$7.78M2.23%––
AGF Investments America Inc.51,105$7.78M1.97%––
M Holdings Securities, Inc.50,868$7.74M0.71%––
Capstone Financial Advisors, Inc.50,582$7.70M0.68%––
Hamel Associates, Inc.50,505$7.69M2.96%––
Landsberg, Bennett, & Dubbaneh LLC49,812$7.66M1.10%––
QVT Financial LP50,262$7.65M0.54%––
Granite Investment Partners, LLC50,185$7.64M0.25%––
Harbor Investment Advisory, LLC50,141$7.63M1.15%––
Gendell Jeffrey L50,000$7.61M0.81%––
Bizma Investimentos Ltda50,000$7.61M4.19%––
JBF Capital, Inc.50,000$7.61M1.75%––
Affinity Investment Advisors, LLC49,945$7.60M2.78%––
Arden Trust Co49,907$7.60M1.28%––
Naples Global Advisors, LLC49,897$7.60M1.15%––
Sargent Bickham Lagudis LLC49,867$7.59M0.67%––
Ballast Advisors LLC49,863$7.59M3.50%––
Adalta Capital Management LLC49,695$7.57M4.36%––
Parthenon LLC49,567$7.55M1.21%––
Frisch Financial Group, Inc.49,575$7.55M2.54%––
Shelton Capital Management49,559$7.54M0.26%––