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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
Cooke & Bieler LP455,353$69.3M0.67%––
Miller Value Partners, LLC448,126$68.2M1.94%––
Ferguson Wellman Capital Management, Inc444,661$67.7M2.35%––
Wafra Inc.439,525$66.9M2.78%––
Bowen Hanes & Co Inc439,421$66.9M2.14%––
Umb Bank N A436,419$66.4M1.62%––
Becker Capital Management Inc429,192$65.3M2.94%––
MML Investors Services, LLC429,077$65.3M0.62%––
Colony Group LLC427,782$65.1M1.37%––
EP Wealth Advisors, LLC426,790$65.0M2.07%––
Ninety One UK Ltd424,741$64.7M0.18%––
Advisors Asset Management, Inc.423,719$64.5M1.00%––
Corvex Management LP421,600$64.2M3.19%––
NS Partners Ltd421,097$64.1M3.71%––
Psagot Investment House Ltd.419,280$63.8M1.43%––
Seizert Capital Partners, LLC418,629$63.7M3.33%––
Fred Alger Management, LLC417,330$63.5M0.17%––
People's United Financial, Inc.415,793$63.3M1.51%––
Mutual of America Capital Management LLC415,562$63.3M0.66%––
Capitolis Advisors LLC414,696$63.1M1.09%––
ArrowMark Colorado Holdings LLC412,689$62.8M0.47%––
Bridgewater Associates, LP409,514$62.3M0.55%––
Washington Trust Co408,053$62.1M1.91%––
Meitav Dash Investments Ltd407,544$62.1M2.05%––
Bokf, NA407,660$62.1M1.13%––
Berkshire Asset Management LLC406,255$61.8M4.59%––
Pinnacle Associates Ltd404,161$61.5M1.17%––
Nicholas Company, Inc.403,660$61.4M1.15%––
E. Ohman J:or Asset Management AB401,485$61.1M2.21%––
Guidance Point Advisors, LLC400,542$61.0M25.28%––
Payden & Rygel399,127$60.8M2.82%––
Sumitomo Mitsui DS Asset Management Company, Ltd395,555$60.2M1.58%––
Banco Santander, S.A.393,796$59.9M0.42%––
Barrett Asset Management, LLC391,416$59.6M2.96%––
Cambridge Trust Co390,966$59.5M2.43%––
Laurion Capital Management LP384,429$58.5M0.79%––
Osterweis Capital Management Inc382,046$58.2M3.17%––
Tower Research Capital LLC (TRC)381,823$58.1M0.98%––
Commonwealth of Pennsylvania Public School Empls Retrmt Sys381,644$58.1M0.71%––
Investment Management Corp of Ontario380,000$57.8M0.98%––
Waters Parkerson & Co., LLC377,588$57.5M3.55%––
Metropolitan Life Insurance Co376,568$57.3M0.86%––
Captrust Financial Advisors371,366$56.5M0.61%––
Squarepoint Ops LLC369,269$56.2M0.52%––
Todd Asset Management LLC363,921$55.4M1.30%––
Kestra Advisory Services, LLC362,323$55.2M0.70%––
Fort Washington Investment Advisors Inc362,034$55.1M0.53%––
D.A. Davidson & Co.362,033$55.1M0.71%––
Millennium Management LLC361,518$55.0M0.08%––
Conning Inc.361,141$55.0M1.65%––
Edmond de Rothschild Holding S.A.360,222$54.8M1.50%––
Cerity Partners LLC358,151$54.5M1.29%––
Donaldson Capital Management, LLC357,014$54.3M2.99%––
Vaughan David Investments LLC356,598$54.3M1.72%––
RMB Capital Management, LLC354,668$54.0M2.00%––
Steward Partners Investment Advisory, LLC354,519$54.0M0.95%––
Giverny Capital Inc.SuperinvestorGiverny Capital354,432$54.0M3.61%––
Guggenheim Capital LLC352,405$53.6M0.36%––
Synovus Financial Corp352,410$53.6M0.60%––
TCTC Holdings, LLC351,923$53.6M2.54%––
Henshaw Capital LLC347,432$52.9M3.54%––
South Dakota Investment Council345,759$52.6M0.88%––
Foundry Partners, LLC345,759$52.6M1.73%––
Hartford Investment Management Co342,857$52.2M1.37%––
Country Trust Bank342,590$52.2M1.67%––
Hexavest Inc.336,497$51.2M2.27%––
Principle Wealth Partners LLC334,668$50.9M6.12%––
InterOcean Capital Group, LLC334,236$50.9M2.87%––
Cambiar Investors LLC333,380$50.8M1.77%––
Nippon Life Global Investors Americas, Inc.332,510$50.6M2.77%––
IFM Investors Pty Ltd331,792$50.5M1.35%––
Wesbanco Bank Inc331,610$50.5M1.99%––
Locust Wood Capital Advisers, LLC331,264$50.4M3.60%––
Davis R M Inc329,432$50.1M1.38%––
Eastern Bank329,067$50.1M2.71%––
MAI Capital Management327,355$49.8M1.13%––
Palladium Partners LLC326,004$49.6M2.46%––
Raymond James Trust N.A.324,814$49.4M1.72%––
Fiduciary Trust Co321,445$48.9M0.99%––
Commerzbank Aktiengesellschaft320,785$48.8M3.34%––
Private Management Group Inc320,126$48.7M2.23%––
Bridges Investment Management Inc318,712$48.5M1.42%––
Smith Asset Management Group LP317,568$48.3M2.56%––
Smith Chas P & Associates Pa Cpas316,486$48.2M4.52%––
Candriam Luxembourg S.C.A.393,893$48.1M0.40%––
GWM Advisors LLC315,356$48.0M1.43%––
Ruffer LLP314,664$47.9M1.47%––
Parsec Financial Management, Inc.314,717$47.9M2.46%––
Oppenheimer & Co Inc314,492$47.9M0.96%––
Brandes Investment Partners, LP309,627$47.8M1.13%––
Moody National Bank Trust Division312,847$47.6M1.13%––
Private Advisor Group, LLC309,969$47.2M0.45%––
Madison Asset Management, LLC307,518$46.8M0.65%––
Moody Lynn & Lieberson, LLC303,179$46.2M3.83%––
Beacon Investment Advisory Services, Inc.302,996$46.1M2.01%––
Capital International Ltd301,621$45.9M2.77%––
Adams Diversified Equity Fund, Inc.300,700$45.8M1.96%––
Levin Capital Strategies, L.P.299,376$45.6M4.89%––
First National Bank of Omaha296,875$45.2M2.36%––
American National Insurance Co294,746$44.9M1.83%––