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
AlphaCrest Capital Management LLC42,073$6.41M0.36%––
Intrust Bank NA41,945$6.38M0.92%––
Essex Financial Services, Inc.41,889$6.38M1.14%––
Texas Capital Bank Wealth Management Services Inc41,890$6.38M0.91%––
Baker Ellis Asset Management LLC41,790$6.36M1.37%––
Huber Capital Management LLC41,723$6.35M1.72%––
Signaturefd, LLC41,703$6.35M0.28%––
American Money Management, LLC41,679$6.34M2.36%––
Whalerock Point Partners, LLC41,651$6.34M2.79%––
Resources Investment Advisors, LLC.41,559$6.33M0.30%––
Live Oak Private Wealth LLC41,496$6.32M1.55%––
Comerica Securities,inc.41,362$6.30M0.48%––
Cumberland Advisors Inc41,350$6.29M1.56%––
Lincoln Capital Corp41,344$6.29M3.93%––
Strategic Advisors LLC41,333$6.29M1.83%––
Gamble Jones Investment Counsel41,235$6.28M0.42%––
Mechanics Bank Trust Department41,183$6.27M1.08%––
Radnor Capital Management, LLC41,184$6.27M2.02%––
Covington Investment Advisors Inc.41,129$6.26M1.51%––
Investidor Profissional Gestao de Recursos Ltda.41,089$6.25M2.22%––
Budros, Ruhlin & Roe, Inc.41,022$6.25M0.75%––
Abbot Financial Management, Inc.41,021$6.25M2.83%––
Hohimer Wealth Management, LLC40,949$6.23M1.52%––
LVW Advisors, LLC40,772$6.21M1.19%––
David Loasby40,760$6.21M0.87%––
Concentric Wealth Management, LLC40,720$6.20M2.05%––
Somerset Trust Co40,711$6.20M2.67%––
Buckhead Capital Management LLC40,697$6.20M1.45%––
Univest Financial Corp40,694$6.19M1.75%––
Bedell Frazier Investment Counseling, LLC40,625$6.18M1.75%––
Mid Atlantic Financial Management Inc40,505$6.17M0.45%––
Dorchester Wealth Management Co40,478$6.16M1.53%––
Augustine Asset Management Inc40,429$6.16M3.24%––
Wellington Shields & Co., LLC40,397$6.15M2.20%––
Copeland Capital Management, LLC40,351$6.14M0.19%––
Connable Office Inc40,350$6.14M0.89%––
Horan Capital Advisors, LLC.40,193$6.12M2.93%––
Exchange Capital Management, Inc.40,184$6.12M1.27%––
Virtu Financial LLC40,154$6.11M0.43%––
Brown Miller Wealth Management, LLC40,126$6.11M4.32%––
Parcion Private Wealth LLC40,032$6.09M0.69%––
La Financiere de L'Echiquier40,000$6.09M0.25%––
Cna Financial Corp40,000$6.09M1.87%––
Mitsubishi UFJ Asset Management (UK) Ltd.40,000$6.09M2.69%––
Strategic Financial Services, Inc,39,833$6.06M0.51%––
Oxford Financial Group Ltd39,776$6.05M0.84%––
Paradigm Asset Management Co LLC39,750$6.05M1.62%––
Gibraltar Capital Management, Inc.39,349$6.05M3.11%––
Capital Analysts, LLC39,623$6.03M0.42%––
Ballentine Partners, LLC39,596$6.03M0.22%––
Little House Capital LLC39,257$5.98M2.11%––
Harrell Investment Partners, LLC39,257$5.98M2.11%––
Taylor, Cottrill, Erickson & Associates, Inc.39,223$5.97M0.91%––
Walleye Capital LLC39,189$5.97M0.38%––
Value Partners Investments Inc.39,181$5.96M0.52%––
FourThought Financial, LLC38,967$5.93M0.86%––
Chemung Canal Trust Co38,948$5.93M1.19%––
Corbenic Partners LLC38,770$5.90M1.51%––
Marietta Wealth Management, LLC38,712$5.89M1.47%––
Mader & Shannon Wealth Management, Inc.38,694$5.89M3.45%––
Select Asset Management & Trust38,565$5.87M3.90%––
Jefferies Group LLC38,493$5.86M0.14%––
Fundamentun, LLC38,454$5.85M1.85%––
Moneta Group Investment Advisors LLC38,435$5.85M0.31%––
Change Path, LLC38,289$5.83M0.44%––
Werlinich Asset Management, LLC38,265$5.83M5.12%––
Silvant Capital Management LLC38,251$5.82M0.99%––
Advanced Asset Management Advisors Inc38,245$5.82M1.30%––
Savant Capital, LLC38,197$5.82M0.31%––
Meridian Management Co38,188$5.81M1.81%––
Fulton Bank, N.A.38,133$5.80M0.29%––
International Assets Investment Management, LLC250,358$5.80M0.54%––
Castleark Management LLC38,070$5.79M0.21%––
Annex Advisory Services, LLC37,995$5.78M0.56%––
Fieldpoint Private Securities, LLC37,916$5.77M1.35%––
R.m.sincerbeaux Capital Management LLC37,890$5.77M3.93%––
Kinneret Advisory, LLC37,734$5.74M0.74%––
Welch Group, LLC37,661$5.73M0.41%––
LeJeune Puetz Investment Counsel LLC37,552$5.72M2.24%––
Montecito Bank & Trust37,530$5.71M1.18%––
Northwest Bancshares, Inc.37,501$5.71M1.35%––
First Nebraska Trust Co37,360$5.69M0.76%––
MRJ Capital Inc37,356$5.69M3.55%––
Hedeker Wealth, LLC37,275$5.67M1.99%––
Alpha Omega Wealth Management LLC37,200$5.66M0.99%––
Cottage Street Advisors LLC36,962$5.63M3.69%––
Meritage Portfolio Management36,930$5.62M0.37%––
Brookstone Capital Management36,919$5.62M0.22%––
Stillwater Investment Management, LLC36,859$5.61M1.61%––
CAPROCK Group, Inc.36,619$5.58M0.61%––
Pinkerton Retirement Specialists, LLC36,563$5.57M1.17%––
Chronos Wealth Management, LLC36,558$5.57M4.21%––
Mandatum Life Insurance Co Ltd36,500$5.56M1.10%––
Spectrum Management Group, LLC36,481$5.55M1.11%––
Schmidt P J Investment Management Inc35,778$5.55M1.16%––
New England Investment & Retirement Group, Inc.36,471$5.55M1.34%––
Cohen Lawrence B36,397$5.54M3.00%––
Oliver Luxxe Assets LLC36,232$5.52M1.65%––
Vectors Research Management, LLC36,231$5.51M1.52%––
Baugh & Associates, LLC36,206$5.51M3.64%––