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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
Maple Capital Management, Inc.149,696$22.8M3.37%––
Aristotle Atlantic Partners, LLC149,511$22.8M1.66%––
Tdam USA Inc.149,467$22.8M1.38%––
Logan Capital Management Inc149,260$22.7M1.14%––
Rockland Trust Co149,067$22.7M1.63%––
Private Asset Management Inc147,732$22.5M3.15%––
Lido Advisors, LLC147,378$22.4M0.65%––
Noesis Capital Mangement Corp147,112$22.4M5.03%––
Kingsview Wealth Management, LLC145,305$22.3M1.30%––
Resources Management Corp146,573$22.3M3.37%––
Gemsstock Limited146,400$22.3M12.75%––
Schafer Cullen Capital Management Inc146,297$22.3M4.54%––
Blue Chip Partners, Inc.146,271$22.3M3.42%––
Neville Rodie & Shaw Inc145,897$22.2M1.84%––
Northwest & Ethical Investments L.P.145,085$22.1M0.77%––
Patten & Patten Inc144,873$22.1M1.80%––
Snow Capital Management LP144,688$22.0M3.19%––
QS Investors, LLC143,901$21.9M0.26%––
Parsons Capital Management Inc141,657$21.6M1.76%––
Grand Jean Capital Management Inc141,404$21.5M5.69%––
Bailard, Inc.141,393$21.5M0.80%––
Trust Co of Vermont140,891$21.4M1.61%––
PFS Investments Inc.139,903$21.3M0.55%––
Atria Investments LLC139,547$21.2M0.47%––
Narwhal Capital Management138,957$21.2M2.87%––
Cypress Capital Management LLC138,884$21.1M2.91%––
Northwestern Mutual Investment Management Company, LLC138,337$21.1M0.36%––
Reilly Financial Advisors, LLC138,145$21.0M1.86%––
FDx Advisors, Inc.137,431$20.9M0.79%––
Absher Wealth Management, LLC136,958$20.8M3.94%––
Courant Investment Management LLC136,592$20.8M17.24%––
BLB&B Advisors, LLC136,479$20.8M1.63%––
Vantage Investment Partners, LLC136,134$20.7M1.01%––
Capital Investment Advisors, LLC135,921$20.7M0.78%––
River & Mercantile Asset Management LLP135,789$20.7M1.24%––
Middleton & Co Inc135,426$20.6M2.32%––
Banque Pictet & Cie SA135,148$20.6M0.26%––
Bank of the West134,924$20.5M2.31%––
Banco Bilbao Vizcaya Argentaria, S.A.134,998$20.5M0.41%––
Fukoku Mutual Life Insurance Co134,301$20.4M1.97%––
Jones Financial Companies LLLP133,901$20.4M0.03%––
McKinley Capital Management LLC /Delaware133,730$20.4M1.53%––
Davidson Investment Advisors133,305$20.3M1.72%––
Atlantic Union Bankshares Corp133,297$20.3M2.07%––
Amica Mutual Insurance Co133,268$20.3M2.31%––
Norris Perne & French LLP132,929$20.2M1.88%––
Stillwater Capital Advisors, LLC132,637$20.2M3.66%––
HighPoint Advisor Group LLC128,679$20.1M2.32%––
De Burlo Group Inc131,200$20.0M3.57%––
Texas Yale Capital Corp.130,895$19.9M1.25%––
Tufton Capital Management130,714$19.9M3.40%––
Credit Agricole S A129,703$19.7M0.74%––
CSM Advisors, LLC129,300$19.7M2.77%––
Farmers & Merchants Investments Inc129,262$19.7M0.94%––
Dixon Mitchell Investment Counsel Inc.128,163$19.5M1.62%––
Kanawha Capital Management LLC127,910$19.5M1.90%––
Advisor Partners LLC127,545$19.4M1.39%––
Fullerton Fund Management Co Ltd.126,811$19.3M1.49%––
Capital International Sarl126,622$19.3M1.84%––
Sowell Financial Services LLC119,881$19.3M0.67%––
Usca Ria LLC125,691$19.1M1.26%––
Sigma Planning Corp125,183$19.1M0.61%––
Focus Financial Network, Inc.124,629$19.0M2.22%––
Thompson Siegel & Walmsley LLC124,473$18.9M0.27%––
Rbo & Co LLC124,307$18.9M3.46%––
Verity & Verity, LLC127,558$18.9M3.05%––
Callahan Advisors, LLC123,626$18.8M2.55%––
Hi-Line Capital Management, LLC123,569$18.8M7.53%––
Waratah Capital Advisors Ltd.123,377$18.8M1.11%––
Flippin Bruce & Porter Inc123,188$18.8M3.39%––
Bollard Group LLC122,970$18.7M0.66%––
First Horizon Advisors, Inc.122,806$18.7M1.08%––
Kemnay Advisory Services Inc.122,500$18.6M2.60%––
Forbes J M & Co LLP121,493$18.5M2.58%––
Moors & Cabot, Inc.121,408$18.5M1.41%––
Greenwood Capital Associates LLC121,249$18.5M2.90%––
Financial Partners Capital Management LLC121,133$18.4M3.73%––
Markston International LLC120,905$18.4M2.07%––
Osborne Partners Capital Management, LLC120,764$18.4M1.67%––
Vancity Investment Management Ltd120,657$18.4M3.38%––
Woodley Farra Manion Portfolio Management Inc120,010$18.3M1.53%––
Birch Hill Investment Advisors LLC119,850$18.2M1.04%––
Meeder Asset Management Inc119,502$18.2M0.93%––
Cabot Wealth Management Inc119,425$18.2M2.57%––
United Bank118,965$18.1M2.49%––
Rempart Asset Management Inc.118,568$18.1M4.76%––
Overbrook Management Corp117,579$17.9M3.98%––
Asahi Life Asset Management Co., Ltd.117,238$17.8M2.42%––
Picton Mahoney Asset Management117,112$17.8M0.89%––
Endurance Wealth Management, Inc.116,902$17.8M2.09%––
Stonebridge Capital Advisors LLC116,468$17.7M2.35%––
Cullinan Associates Inc116,273$17.7M1.02%––
Osher Van de Voorde Investment Management116,230$17.7M4.52%––
Norinchukin Bank, The115,952$17.7M0.24%––
Linscomb & Williams, Inc.115,906$17.6M0.96%––
Alley Co LLC115,785$17.6M3.48%––
Motco115,570$17.6M1.24%––
Webster Bank, N. A.115,511$17.6M2.00%––
Gluskin Sheff & Assoc Inc115,028$17.5M0.79%––
Bourgeon Capital Management LLC114,761$17.5M3.88%––