Skip to main content

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
WealthPLAN Partners, LLC48,376$7.52M0.58%––
Sumitomo Mitsui Financial Group, Inc.49,382$7.52M0.18%––
Wright Investors Service Inc49,361$7.51M2.28%––
DF Dent & Co Inc49,296$7.50M0.09%––
Koshinski Asset Management, Inc.49,287$7.50M0.79%––
Dorsey & Whitney Trust CO LLC49,192$7.49M0.75%––
Davy Global Fund Management Ltd48,957$7.45M1.31%––
Wittenberg Investment Management, Inc.48,816$7.43M3.41%––
Citizens National Bank Trust Department48,750$7.42M2.26%––
Clear Street Markets LLC48,700$7.41M2.19%––
Mirador Capital Partners LP48,599$7.40M1.90%––
Nelson Capital Management, LLC48,302$7.35M1.57%––
Lynch & Associates48,231$7.34M1.98%––
Roundview Capital LLC48,206$7.34M0.92%––
Stokes Family Office, LLC48,199$7.34M1.14%––
Heritage Wealth Advisors47,919$7.29M0.44%––
Coldstream Capital Management Inc47,851$7.28M0.43%––
Permanens Capital L.P.47,795$7.28M1.49%––
Eudaimonia Partners, LLC47,774$7.27M1.51%––
Mutual Advisors, LLC47,738$7.27M0.50%––
Bridge Creek Capital Management LLC47,702$7.26M2.80%––
RBF Capital, LLC47,700$7.26M0.46%––
Altavista Wealth Management, Inc.47,517$7.23M1.77%––
Van Eck Associates Corp47,402$7.22M0.02%––
HighTower Trust Services, LTA47,381$7.21M0.97%––
Sound View Wealth Advisors Group, LLC47,319$7.20M1.68%––
Columbia Asset Management47,166$7.18M1.31%––
Granite Investment Advisors, LLC47,152$7.18M1.20%––
Harbour Capital Advisors, LLC47,004$7.16M2.11%––
Marvin & Palmer Associates Inc46,980$7.15M3.18%––
Avitas Wealth Management LLC46,958$7.15M1.40%––
Prime Capital Investment Advisors, LLC46,761$7.12M0.51%––
HGK Asset Management Inc46,705$7.11M2.35%––
Arjuna Capital46,651$7.10M3.49%––
Loring Wolcott & Coolidge Fiduciary Advisors LLP46,484$7.08M0.08%––
Asset Planning Services Inc46,107$7.02M4.24%––
Parallel Advisors, LLC46,080$7.01M0.33%––
Fort Sheridan Advisors LLC45,967$7.00M2.78%––
Hendley & Co Inc45,885$6.99M2.43%––
American National Bank45,753$6.96M1.64%––
Martin Capital Partners, LLC45,685$6.96M3.69%––
Clear Harbor Asset Management, LLC45,651$6.95M0.91%––
Ipswich Investment Management Co., Inc.45,585$6.94M1.95%––
EagleClaw Capital Managment, LLC45,521$6.92M1.99%––
Hallmark Capital Management Inc45,431$6.92M0.62%––
Bowling Portfolio Management LLC45,410$6.91M1.64%––
Berkshire Bank45,257$6.89M1.73%––
Taal Capital Management LP45,000$6.85M5.62%––
Beacon Pointe Advisors, LLC44,853$6.83M0.42%––
Employers Holdings, Inc.44,794$6.82M4.02%––
HGI Capital Management, LLC44,621$6.79M2.88%––
Knights of Columbus Asset Advisors LLC44,615$6.79M0.66%––
KG&L Capital Management,LLC44,565$6.78M3.42%––
BDO Wealth Advisors, LLC44,554$6.78M0.80%––
Selway Asset Management44,520$6.78M3.95%––
RPG Investment Advisory, LLC44,510$6.78M1.21%––
Teza Capital Management LLC44,414$6.76M1.35%––
Security National Trust Co44,339$6.75M1.59%––
Elk River Wealth Management, LLC44,338$6.75M1.92%––
Lake Street Financial LLC44,223$6.73M1.86%––
Argyle Capital Management Inc.44,162$6.72M2.27%––
Voloridge Investment Management, LLC44,150$6.72M0.05%––
Kornitzer Capital Management Inc44,114$6.71M0.11%––
One Capital Management, LLC44,074$6.71M0.74%––
Pensionfund Sabic44,000$6.70M1.55%––
Northstar Investment Advisors LLC43,976$6.69M0.98%––
Aviance Capital Partners, LLC43,889$6.68M1.29%––
Wintrust Investments LLC43,873$6.68M0.69%––
Farmers & Merchants Trust Co of Long Beach43,876$6.68M2.25%––
Pittenger & Anderson Inc43,824$6.67M0.36%––
McRae Capital Management Inc43,677$6.65M1.65%––
L & S Advisors Inc43,632$6.64M0.75%––
Guyasuta Investment Advisors Inc43,565$6.63M0.52%––
Pallas Capital Advisors LLC41,115$6.63M1.48%––
Beacon Financial Group46,603$6.61M1.03%––
Source Financial Advisors LLC43,268$6.59M1.76%––
NorthCoast Asset Management LLC43,097$6.57M0.27%––
Smithbridge Asset Management Inc43,010$6.55M2.80%––
Consolidated Investment Group LLC42,992$6.54M1.44%––
B & T Capital Management DBA Alpha Capital Management42,982$6.54M1.67%––
Brewin Dolphin Wealth Management Ltd42,968$6.54M1.00%––
Brave Asset Management Inc42,967$6.54M2.21%––
Fragasso Group Inc.42,856$6.52M0.92%––
SevenBridge Financial Group, LLC42,832$6.52M2.37%––
Integrated Wealth Concepts LLC42,794$6.51M0.27%––
Peloton Wealth Strategists42,784$6.51M3.06%––
PEAK6 Investments LLC42,727$6.50M0.17%––
Bristlecone Advisors, LLC42,699$6.50M0.98%––
Howland Capital Management LLC42,524$6.47M0.36%––
Boyd Watterson Asset Management LLC42,496$6.47M2.83%––
AdvisorNet Financial, Inc42,480$6.47M0.46%––
Hennion & Walsh Asset Management, Inc.42,442$6.46M0.39%––
White Pine Investment CO42,390$6.45M2.40%––
Unified Trust Company, N.A.42,358$6.45M2.10%––
BKD Wealth Advisors, LLC42,343$6.45M0.32%––
Abbrea Capital, LLC42,327$6.44M1.06%––
Strategic Wealth Advisors Group, LLC42,286$6.44M0.34%––
Van Strum & Towne Inc.42,278$6.44M3.25%––
Community Bank & Trust, Waco, Texas42,133$6.41M2.17%––
ACG Wealth42,107$6.41M0.85%––