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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
Venture Visionary Partners LLC204,755$31.2M2.60%––
Eagle Global Advisors LLC203,962$31.0M2.29%––
Beach Investment Counsel Inc203,481$31.0M2.76%––
Pictet & Cie (Europe) SA203,110$30.9M1.24%––
Tiger Eye Capital LLC202,701$30.9M6.31%––
SeaTown Holdings Pte. Ltd.202,340$30.8M1.74%––
Shufro Rose & Co LLC200,745$30.6M2.43%––
Natixis201,174$30.4M0.10%––
Galvin, Gaustad & Stein, LLC199,884$30.4M3.06%––
Cetera Investment Advisers199,877$30.4M0.60%––
First Foundation Advisors199,328$30.3M1.30%––
Clearstead Advisors, LLC198,999$30.3M2.52%––
North Star Investment Management Corp.198,559$30.2M2.85%––
Janney Capital Management LLC197,838$30.1M2.00%––
Old National Bancorp196,172$29.9M1.19%––
New Mexico Educational Retirement Board192,750$29.3M1.17%––
Smith, Salley & Associates192,138$29.2M2.63%––
Qci Asset Management Inc192,049$29.2M1.83%––
Crossmark Global Holdings, Inc.190,516$29.0M0.72%––
Louisiana State Employees Retirement System189,100$28.8M0.75%––
Kentucky Retirement Systems188,735$28.7M1.40%––
Morningstar Investment Services LLC185,217$28.6M0.37%––
Vontobel Holding Ltd.187,320$28.5M0.21%––
Palisade Capital Management LLC184,342$28.1M0.66%––
Veritable, L.P.184,122$28.0M0.48%––
Hosking Partners LLP183,846$28.0M0.66%––
Weitz Investment Management, Inc.SuperinvestorWeitz Investment Management182,500$27.8M1.23%––
Sit Investment Associates Inc181,776$27.7M0.72%––
USS Investment Management Ltd179,664$27.4M0.24%––
Brinker Capital Investments, LLC179,504$27.3M0.41%––
Sandy Spring Bank178,724$27.2M1.57%––
Salem Investment Counselors Inc178,646$27.2M1.66%––
Central Trust Co178,509$27.2M1.06%––
FineMark National Bank & Trust178,472$27.2M1.15%––
Arvest Bank Trust Division178,216$27.1M1.58%––
Pacer Advisors, Inc.177,982$27.1M0.47%––
Gradient Investments LLC177,804$27.1M0.88%––
American Assets Investment Management, LLC177,600$27.0M3.73%––
McDonald Capital Investors Inc177,365$27.0M2.15%––
Clough Capital Partners L P176,450$26.9M1.74%––
AE Wealth Management LLC175,943$26.8M0.27%––
Tower Bridge Advisors175,700$26.7M2.01%––
Randolph Co Inc175,425$26.7M3.64%––
First Fiduciary Investment Counsel, Inc.175,080$26.7M5.08%––
Oakworth Capital, Inc.174,918$26.6M3.02%––
Hyman Charles D174,759$26.6M1.95%––
Ironvine Capital Partners, LLC174,658$26.6M3.09%––
Deroy & Devereaux Private Investment Counsel Inc174,550$26.6M2.10%––
Wealthfront Advisers LLC173,561$26.4M0.14%––
Lowe Brockenbrough & Co Inc172,274$26.2M2.55%––
Cardinal Capital Management, Inc.172,223$26.2M1.54%––
Cornerstone Advisors, LLC171,000$26.0M2.28%––
Wade G W & Inc170,756$26.0M1.38%––
Livforsakringsbolaget Skandia, Omsesidigt170,692$26.0M1.81%––
Congress Asset Management Co170,610$26.0M0.23%––
Baker Avenue Asset Management, LP170,299$25.9M1.65%––
JS Capital Management LLC170,000$25.9M1.34%––
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD169,947$25.9M2.60%––
Abner Herrman & Brock LLC169,537$25.8M3.90%––
Acadian Asset Management LLC169,203$25.8M0.10%––
Community Trust & Investment Co168,783$25.7M2.51%––
Destination Wealth Management168,543$25.7M1.06%––
Nan Shan Life Insurance Co., Ltd.168,054$25.6M0.50%––
Rothschild Investment Corp167,686$25.5M2.20%––
Main Street Research LLC167,344$25.5M2.40%––
Carret Asset Management, LLC166,594$25.4M3.15%––
Independent Advisor Alliance166,587$25.4M1.50%––
Amalgamated Bank165,879$25.3M0.95%––
Citizens Financial Group Inc164,952$25.1M1.32%––
BTR Capital Management Inc164,586$25.1M3.65%––
Cetera Advisors LLC164,508$25.0M0.69%––
Tocqueville Asset Management L.P.164,087$25.0M0.38%––
Doyle Wealth Management164,017$25.0M2.39%––
Appleton Partners Inc162,129$24.7M2.29%––
Wealthstreet Investment Advisors, LLC162,095$24.7M2.41%––
Howe & Rusling Inc160,956$24.5M3.33%––
Northeast Financial Consultants Inc160,240$24.4M1.87%––
LaFleur & Godfrey LLC160,093$24.4M4.74%––
Polar Capital Holdings Plc159,889$24.3M0.15%––
James Investment Research Inc159,422$24.3M2.21%––
Qube Research & Technologies Ltd158,918$24.2M0.40%––
Brewin Dolphin Ltd158,642$24.2M1.30%––
Azimuth Capital Management LLC158,352$24.1M1.14%––
Wilsey Asset Management Inc158,330$24.1M6.89%––
Edge Capital Group, LLC158,061$24.1M2.01%––
Parallax Volatility Advisers, L.P.157,816$24.0M0.21%––
Villere St Denis J & Co LLC157,453$24.0M1.31%––
Marco Investment Management LLC156,868$23.9M3.12%––
South State Corp.156,592$23.8M2.23%––
Venator Management LLC155,010$23.6M6.98%––
KCM Investment Advisors LLC154,702$23.6M1.04%––
Willis Investment Counsel154,203$23.5M1.43%––
Ieq Capital, LLC154,032$23.4M0.97%––
Wharton Business Group, LLC153,787$23.4M1.83%––
Cresset Asset Management, LLC152,575$23.2M0.37%––
Hilton Capital Management, LLC151,611$23.1M2.50%––
Manitou Investment Management Ltd.151,609$23.1M4.41%––
First American Bank151,504$23.1M1.45%––
Foster Dykema Cabot & Co Inc150,999$23.0M3.11%––
Wesleyan Assurance Society150,207$22.9M3.04%––