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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; 5,157 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: 3,520 institutionsQ2 2022: 3,428 institutionsQ3 2022: 3,396 institutionsQ4 2022: 3,629 institutionsQ1 2023: 3,613 institutionsQ2 2023: 3,673 institutionsQ3 2023: 3,711 institutionsQ4 2023: 4,002 institutionsQ1 2024: 4,121 institutionsQ2 2024: 4,182 institutionsQ3 2024: 4,216 institutionsQ4 2024: 4,680 institutionsQ1 2025: 4,680 institutionsQ2 2025: 4,753 institutionsQ3 2025: 4,766 institutionsQ4 2025: 5,155 institutionsQ1 2026: 5,103 institutionsQ2 2026: 5,157 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: $572.1BQ2 2026: $643.7B
Institutions holding JPM and their total value by quarter
QuarterHoldersValue
Q2 20265,157$643.7B
Q1 20265,103$572.1B
Q4 20255,155$639.5B
Q3 20254,766$618.0B
Q2 20254,753$582.4B
Q1 20254,680$494.6B
Q4 20244,680$490.0B
Q3 20244,216$429.4B
Q2 20244,182$416.2B
Q1 20244,121$414.5B
Q4 20234,002$351.8B
Q3 20233,711$297.0B
Q2 20233,673$297.6B
Q1 20233,613$266.3B
Q4 20223,629$278.3B
Q3 20223,396$212.9B
Q2 20223,428$229.3B
Q1 20223,520$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
Douglas Lane & Associates, LLC928,329$141.3M2.19%––
ACR Alpine Capital Research, LLC917,831$139.7M7.55%––
Bradley Foster & Sargent Inc910,307$138.6M3.51%––
Pinebridge Investments, L.P.908,158$138.2M1.76%––
CCLA Investment Management Ltd891,096$135.8M2.72%––
NN Investment Partners Holdings N.V.877,665$133.6M0.79%––
Viking Global Investors LPSuperinvestorViking Global Investors874,417$133.1M0.40%––
Douglass Winthrop Advisors, LLC861,710$131.2M3.52%––
Factory Mutual Insurance Co861,181$131.1M1.68%––
Arizona State Retirement System858,996$130.8M1.14%––
Comerica Bank868,486$130.4M0.78%––
Marshall Wace North America L.P.849,363$129.3M0.54%––
ProShare Advisors LLC845,954$128.8M0.40%––
Zurcher Kantonalbank (Zurich Cantonalbank)842,810$128.3M0.76%––
Mariner, LLC836,489$127.3M0.89%––
Personal Capital Advisors Corp834,486$127.0M0.74%––
Teacher Retirement System of Texas831,752$126.6M0.71%––
Westwood Holdings Group Inc.821,201$125.0M1.26%––
Atalanta Sosnoff Capital, LLC817,091$124.4M3.08%––
M&G Investment Management Ltd816,641$124.1M1.04%––
Argent Capital Management LLC785,061$119.5M3.97%––
Zacks Investment Management775,740$118.1M2.10%––
Gofen & Glossberg LLC766,609$116.7M2.99%––
State of Michigan Retirement System765,843$116.6M0.74%––
Handelsbanken Fonder AB744,941$113.4M0.64%––
NFJ Investment Group, LLC736,823$112.2M2.25%––
Clark Capital Management Group, Inc.735,058$111.9M1.71%––
MetLife Investment Management727,172$110.7M1.01%––
United Capital Financial Advisers, LLC717,107$109.2M0.60%––
Rockefeller Capital Management L.P.709,526$108.0M0.73%––
MUFG Securities EMEA plc709,461$108.0M0.94%––
Welch & Forbes LLC705,194$107.4M1.98%––
Smead Capital Management, Inc.704,843$107.3M4.72%––
SEI Investments Co727,321$106.0M0.27%––
Capital Wealth Planning, LLC693,814$105.6M3.45%––
Nissay Asset Management Corp684,691$104.2M1.03%––
Segall Bryant & Hamill, LLC684,929$104.2M1.03%––
Focused Investors LLC680,200$103.5M3.58%––
Bartlett & Co. Wealth Management LLC671,794$102.3M2.06%––
Bartlett & Co. LLC671,794$102.3M2.06%––
CIBC Asset Management Inc669,897$102.0M0.43%––
Oppenheimer Asset Management Inc.667,648$101.6M1.58%––
James Hambro & Partners666,738$101.6M9.39%––
Tredje AP-fonden657,408$100.1M2.39%––
Compagnie Lombard Odier SCmA656,932$100.0M2.21%––
Northwestern Mutual Wealth Management Co653,585$99.5M0.21%––
Senator Investment Group LP650,000$99.0M2.03%––
AXA S.A.640,559$97.5M0.30%––
Employees Retirement System of Texas635,969$96.8M1.25%––
Tiaa, FSB633,433$96.4M0.34%––
TCW Group Inc631,749$96.2M0.92%––
MUFG Americas Holdings Corp618,210$94.1M1.85%––
Manning & Napier Group, LLC616,627$93.9M0.80%––
Gulf International Bank (UK) Ltd612,193$93.2M1.29%––
Forsta Ap-Fonden606,600$92.3M1.29%––
Teachers Retirement System of the State of Kentucky605,689$92.2M0.91%––
Creative Planning605,221$92.1M0.19%––
Whittier Trust Co597,791$91.0M1.77%––
SG Americas Securities, LLC590,548$89.9M0.55%––
Williams Jones Wealth Management, LLC.584,681$89.0M1.39%––
Utah Retirement Systems581,969$88.6M1.23%––
Westpac Banking Corp575,204$87.6M0.97%––
Quilter Plc574,056$87.4M2.76%––
Wilkinson Global Asset Management LLC572,071$87.1M5.51%––
Avalon Investment & Advisory571,593$87.0M2.00%––
PGGM Investments566,900$86.3M0.37%––
Mackay Shields LLC565,621$86.1M0.63%––
Federation des caisses Desjardins du Quebec560,804$85.4M0.94%––
Rathbone Brothers plc560,789$85.4M1.09%––
Kovitz Investment Group Partners, LLC549,880$83.7M1.96%––
Thunderbird Partners LLP545,921$83.1M7.00%––
Boston Private Wealth LLC539,303$82.1M1.14%––
Man Group plc538,362$82.0M0.36%––
Cambridge Investment Research Advisors, Inc.535,740$81.6M0.44%––
D. E. Shaw & Co., Inc.534,518$81.4M0.10%––
HM Payson & Co534,043$81.3M2.16%––
State of Alaska, Department of Revenue530,006$80.7M0.88%––
Beck Mack & Oliver LLC524,052$79.8M2.46%––
Park National Corp515,308$78.4M3.44%––
Crawford Investment Counsel Inc511,816$77.9M1.76%––
Gabelli Funds LLC510,967$77.8M0.52%––
Texas Permanent School Fund509,545$77.6M0.96%––
Evercore Wealth Management, LLC503,381$76.6M1.52%––
Peapack Gladstone Financial Corp503,353$76.6M1.98%––
British Columbia Investment Management Corp500,314$76.2M0.55%––
Virginia Retirement Systems Et Al499,058$76.0M0.74%––
Cornerstone Investment Partners, LLC493,857$75.2M4.04%––
Basswood Capital Management, L.L.C.491,000$74.7M3.38%––
Mirae Asset Global Investments Co., Ltd.489,364$74.5M0.26%––
RNC Capital Management LLC486,785$74.1M4.19%––
Polaris Capital Management, LLC459,351$74.1M2.43%––
Swiss Life Asset Management Ltd483,516$73.6M1.05%––
Cullen/Frost Bankers, Inc.481,970$73.4M1.61%––
Connor, Clark & Lunn Investment Management Ltd.481,435$73.3M0.41%––
Gamco Investors, Inc. Et Al477,573$72.7M0.64%––
Staley Capital Advisers Inc470,672$71.7M3.98%––
Beutel, Goodman & Co Ltd.468,857$71.4M0.45%––
Pactiv General Employee Benefit Trust463,671$70.6M3.18%––
Financial Counselors Inc457,950$69.7M1.62%––
Prio Wealth Limited Partnership455,982$69.4M2.50%––