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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
Torray LLC114,382$17.4M2.72%––
Twin Capital Management Inc113,855$17.3M1.73%––
Profund Advisors LLC113,726$17.3M0.67%––
Montag A & Associates Inc113,666$17.3M0.97%––
First Long Island Investors, LLC113,497$17.3M1.54%––
Kiwi Wealth Investments Limited Partnership113,444$17.3M1.00%––
MainStreet Investment Advisors LLC113,442$17.3M1.44%––
NBT Bank N A112,595$17.1M2.46%––
Steigerwald, Gordon & Koch Inc.112,483$17.1M3.18%––
Ashburton (Jersey) Ltd112,056$17.1M8.69%––
J.P. Marvel Investment Advisors, LLC111,911$17.0M4.03%––
Dakota Wealth Management111,908$17.0M2.25%––
Drexel Morgan & Co.111,606$17.0M4.31%––
Geneos Wealth Management Inc.110,298$17.0M0.47%––
Cubist Systematic Strategies, LLC110,984$16.9M0.22%––
BBVA USA Bancshares, Inc.110,802$16.9M0.80%––
Regentatlantic Capital LLC110,461$16.8M0.57%––
Guardian Capital Advisors LP111,098$16.8M1.92%––
Bank of Nova Scotia Trust Co110,133$16.8M1.61%––
Alerus Financial NA110,125$16.8M1.77%––
Matthew 25 Management Corp110,000$16.7M5.01%––
Grassi Investment Management109,944$16.7M1.90%––
Cigna Investments Inc109,826$16.7M1.15%––
Canandaigua National Corp109,761$16.7M2.82%––
Banco de Sabadell, S.A108,635$16.6M1.72%––
Pictet North America Advisors SA108,763$16.6M1.94%––
Dearborn Partners LLC108,657$16.5M0.70%––
Rothschild Capital Partners, LLC108,603$16.5M5.59%––
Omers Administration Corp108,564$16.5M0.26%––
EULAV Asset Management108,000$16.4M0.44%––
Adell Harriman & Carpenter Inc107,690$16.4M1.99%––
Culbertson A N & Co Inc107,538$16.4M3.60%––
Alpine Woods Capital Investors, LLC107,387$16.3M1.81%––
Parkwood LLC107,214$16.3M2.89%––
Freemont Management S.A.107,000$16.3M2.69%––
Meiji Yasuda Asset Management Co Ltd.106,816$16.3M1.20%––
Banque Cantonale Vaudoise105,366$16.0M0.82%––
Anderson Hoagland & Co105,307$16.0M2.27%––
Colonial Trust Advisors104,980$16.0M2.10%––
Novare Capital Management LLC103,853$15.8M1.90%––
Community Bank of Raymore103,115$15.7M5.17%––
IBM Retirement Fund103,101$15.7M1.11%––
Baltimore-Washington Financial Advisors, Inc.103,104$15.7M1.60%––
Alberta Investment Management Corp103,062$15.7M0.14%––
Meridian Wealth Management, LLC102,414$15.6M2.27%––
Cohen Capital Management, Inc.102,117$15.5M2.85%––
Kestra Private Wealth Services, LLC101,857$15.5M1.08%––
KMG Fiduciary Partners, LLC101,821$15.5M3.02%––
First Financial Bank - Trust Division101,213$15.4M1.72%––
National Asset Management, Inc.101,492$15.4M0.54%––
W.G. Shaheen & Associates DBA Whitney & Co100,815$15.3M2.69%––
Maryland Capital Management100,460$15.3M1.02%––
Cetera Advisor Networks LLC100,317$15.3M0.32%––
Kings Point Capital Management100,158$15.2M1.51%––
UBS Oconnor LLC100,000$15.2M0.22%––
Guardian Point Capital, LP100,000$15.2M3.82%––
BTC Capital Management, Inc.99,795$15.2M1.70%––
Murphy Capital Management Inc99,641$15.2M1.91%––
Fiduciary Group LLC98,554$15.2M1.84%––
Gratus Capital LLC99,561$15.2M1.82%––
Kdi Capital Partners LLC98,615$15.0M5.83%––
TCF National Bank97,914$14.9M1.69%––
Evergreen Capital Management LLC97,891$14.9M0.76%––
Citizens Business Bank97,871$14.9M2.09%––
Paloma Partners Management Co97,800$14.9M0.44%––
Choate Investment Advisors97,375$14.8M0.92%––
World Asset Management Inc96,102$14.8M1.32%––
BP PLC96,868$14.8M0.52%––
Telemus Capital, LLC95,958$14.7M1.02%––
Wallington Asset Management, LLC96,781$14.7M2.69%––
Corient Capital Partners, LLC96,687$14.7M1.26%––
Valeo Financial Advisors, LLC120,896$14.7M0.69%––
Worldquant Millennium Advisors LLC96,483$14.7M0.31%––
Cohen Klingenstein LLC96,179$14.6M0.68%––
EFG Asset Management (Americas) Corp.95,396$14.5M2.97%––
Cannell Peter B & Co Inc95,426$14.5M0.46%––
Loews Corp95,000$14.5M0.13%––
LSV Asset Management95,000$14.5M0.02%––
Penobscot Investment Management Company, Inc.94,870$14.4M2.29%––
Regent Investment Management LLC94,691$14.4M3.63%––
LS Investment Advisors, LLC94,649$14.4M0.80%––
Washington Trust Bank94,187$14.3M1.77%––
TD Private Client Wealth LLC93,483$14.2M0.66%––
First Citizens Bank & Trust Co93,045$14.2M0.67%––
Cincinnati Casualty Co93,000$14.2M8.90%––
Cincinnati Specialty Underwriters Insurance CO93,000$14.2M6.13%––
CCM Investment Advisers LLC92,970$14.2M1.91%––
Calamos Wealth Management LLC92,865$14.1M1.17%––
Folger Nolan Fleming Douglas Capital Management, Inc92,689$14.1M1.71%––
United Asset Strategies, Inc.92,571$14.1M2.04%––
Trust Co of Virginia92,424$14.1M1.63%––
Summit Global Investments92,357$14.1M0.90%––
Gillson Capital LP91,703$14.0M1.17%––
Freestone Capital Holdings, LLC91,397$13.9M0.76%––
First American Trust, FSB91,363$13.9M2.20%––
Rossmore Private Capital91,282$13.9M2.60%––
Dowling & Yahnke LLC91,162$13.9M0.95%––
Avantax Advisory Services, Inc.90,659$13.8M0.30%––
Richard Bernstein Advisors LLC90,728$13.8M0.32%––
Westchester Capital Management, Inc.90,518$13.8M3.99%––