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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
Stephens Inc294,135$44.8M0.74%––
Hancock Whitney Corp293,945$44.7M1.52%––
Ancora Advisors, LLC292,308$44.5M1.24%––
Glenview Trust Co291,854$44.4M1.91%––
Nexus Investment Management ULC291,565$44.4M5.06%––
Carnegie Capital Asset Management, LLC288,890$44.0M1.84%––
WestEnd Advisors, LLC288,304$43.9M1.76%––
Dai-Ichi Life Insurance Company, Ltd287,550$43.8M0.60%––
Roffman Miller Associates Inc504,070$43.7M3.63%––
Ziegler Capital Management, LLC285,730$43.5M1.37%––
Chartwell Investment Partners, LLC283,602$43.2M1.29%––
Phoenix Holdings Ltd.281,952$42.9M0.97%––
Bryn Mawr Trust Co280,399$42.7M1.70%––
ZWJ Investment Counsel Inc278,980$42.5M2.61%––
Impax Asset Management Group plc274,580$41.8M0.21%––
O'Shaughnessy Asset Management, LLC274,272$41.7M0.93%––
Badgley Phelps & Bell Inc271,194$41.3M1.71%––
Braun Stacey Associates Inc268,958$40.9M1.72%––
Crestwood Advisors Group LLC265,367$40.4M1.27%––
PM Capital Ltd264,748$40.3M7.36%––
Alpha Cubed Investments, LLC263,937$40.2M3.12%––
BNP PARIBAS ASSET MANAGEMENT Holding S.A.263,567$40.1M0.17%––
Whittier Trust Co of Nevada Inc261,776$39.9M1.78%––
Pinnacle Financial Partners Inc271,657$39.7M1.79%––
Securian Asset Management, Inc258,835$39.4M0.86%––
Duquesne Family Office LLCSuperinvestorDuquesne Family Office258,420$39.3M0.87%––
Capital Advisors Inc258,379$39.3M1.29%––
Gillespie Robinson & Grimm Inc257,939$39.3M3.56%––
Advisors Capital Management, LLC254,465$38.7M1.36%––
British Airways Pensions Investment Management Ltd254,200$38.7M1.52%––
DuPont Capital Management Corp253,830$38.6M0.93%––
Campbell Newman Asset Management Inc253,816$38.6M4.07%––
Cumberland Partners Ltd253,634$38.6M3.18%––
Bridgeway Capital Management, LLC253,345$38.6M0.72%––
Massmutual Trust Co FSB253,193$38.5M1.81%––
Oregon Public Employees Retirement Fund252,917$38.5M0.46%––
Vestor Capital, LLC252,396$38.4M4.39%––
Sabal Trust CO250,537$38.1M2.83%––
Meyer Handelman Co250,352$38.1M1.58%––
Erste Asset Management GmbH247,013$38.1M0.93%––
Anchor Capital Advisors LLC250,029$38.1M0.80%––
Dana Investment Advisors, Inc.248,642$37.9M1.75%––
North American Management Corp246,120$37.5M5.08%––
Flputnam Investment Management Co246,066$37.5M1.64%––
Fishman Jay A Ltd245,952$37.4M5.05%––
First Manhattan Co245,784$37.4M0.16%––
Global Frontier Investments LLC245,000$37.3M32.13%––
Taurus Asset Management, LLC244,769$37.3M4.30%––
Artisan Partners Limited Partnership244,510$37.2M0.05%––
Jane Street Group, LLC243,968$37.1M0.10%––
Busey Wealth Management242,718$36.9M1.85%––
Ingalls & Snyder LLC242,357$36.9M1.74%––
Chilton Capital Management LLC241,875$36.8M2.48%––
Spears Abacus Advisors LLC238,824$36.4M2.81%––
Capital Growth Management LP238,000$36.2M3.31%––
BI Asset Management Fondsmaeglerselskab A/S237,690$36.2M1.47%––
Private Wealth Partners, LLC236,113$35.9M3.81%––
Barr E S & Co235,168$35.8M2.81%––
Argent Trust Co234,024$35.6M2.50%––
Clifford Swan Investment Counsel LLC233,850$35.6M1.46%––
Vigilant Capital Management, LLC233,717$35.6M3.16%––
Baskin Financial Services Inc.232,863$35.4M3.66%––
Maryland State Retirement & Pension System232,688$35.4M1.23%––
Highland Capital Management, LLC230,269$35.1M2.16%––
Franklin Street Advisors Inc230,157$35.0M3.25%––
Central Securities Corp230,000$35.0M3.99%––
Mercer Global Advisors Inc228,729$34.8M0.32%––
National Mutual Insurance Federation of Agricultural Cooperatives227,900$34.7M0.33%––
Stewart & Patten Co LLC227,301$34.6M5.62%––
Heritage Investors Management Corp226,808$34.5M1.53%––
Estabrook Capital Management226,120$34.4M5.30%––
Schwerin Boyle Capital Management Inc225,160$34.3M3.04%––
ING Groep NV225,069$34.3M0.71%––
Stratos Wealth Partners, LTD.225,016$34.3M0.95%––
HBK Sorce Advisory LLC224,975$34.2M2.04%––
Associated Banc-Corp379,017$34.1M2.12%––
Spire Wealth Management224,418$34.0M0.90%––
Mairs & Power Inc222,122$33.8M0.35%––
Klingenstein Fields & Co LP221,815$33.8M1.53%––
Daiwa Securities Group Inc.220,369$33.5M0.25%––
Elo Mutual Pension Insurance Co219,909$33.5M1.12%––
Front Barnett Associates LLC218,561$33.3M3.70%––
Covington Capital Management218,428$33.3M1.43%––
Roosevelt Investment Group LLC218,226$33.2M2.18%––
Xponance, Inc.216,604$33.0M0.70%––
Markel Group Inc.SuperinvestorMarkel Group216,550$33.0M0.46%––
Matrix Asset Advisors Inc216,200$32.9M4.91%––
First National Trust Co215,545$32.8M2.15%––
Shell Asset Management Co214,414$32.6M0.65%––
Achmea Investment Management B.V.214,360$32.6M1.14%––
St Germain D J Co Inc214,000$32.6M2.20%––
Oak Associates, Ltd214,001$32.6M1.93%––
Johnson Investment Counsel Inc213,908$32.6M0.49%––
Stock Yards Bank & Trust Co213,828$32.6M2.20%––
Howard Capital Management Group, LLC212,531$32.4M3.39%––
Advisory Research Inc211,517$32.2M2.27%––
Northeast Investment Management208,048$31.7M1.87%––
Silvercrest Asset Management Group LLC207,894$31.6M0.21%––
Wolverine Trading, LLC204,571$31.6M0.61%––
Chesley Taft & Associates LLC205,339$31.5M1.88%––