Skip to main content

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; 5,158 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: 3,519 institutionsQ2 2022: 3,427 institutionsQ3 2022: 3,395 institutionsQ4 2022: 3,628 institutionsQ1 2023: 3,612 institutionsQ2 2023: 3,672 institutionsQ3 2023: 3,710 institutionsQ4 2023: 4,001 institutionsQ1 2024: 4,120 institutionsQ2 2024: 4,181 institutionsQ3 2024: 4,215 institutionsQ4 2024: 4,680 institutionsQ1 2025: 4,679 institutionsQ2 2025: 4,752 institutionsQ3 2025: 4,765 institutionsQ4 2025: 5,154 institutionsQ1 2026: 5,103 institutionsQ2 2026: 5,158 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: $572.0BQ2 2026: $643.7B
Institutions holding JPM and their total value by quarter
QuarterHoldersValue
Q2 20265,158$643.7B
Q1 20265,103$572.0B
Q4 20255,154$639.5B
Q3 20254,765$618.0B
Q2 20254,752$582.4B
Q1 20254,679$494.6B
Q4 20244,680$490.0B
Q3 20244,215$429.4B
Q2 20244,181$416.2B
Q1 20244,120$414.5B
Q4 20234,001$351.8B
Q3 20233,710$297.0B
Q2 20233,672$297.6B
Q1 20233,612$266.3B
Q4 20223,628$278.3B
Q3 20223,395$212.9B
Q2 20223,427$229.3B
Q1 20223,519$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
Principal Street Partners, LLC90,071$13.7M1.77%––
Cincinnati Financial Corp90,000$13.7M0.36%––
Connors Investor Services Inc89,903$13.7M1.55%––
Prospector Partners LLC89,550$13.6M1.75%––
Equitable Holdings, Inc.89,394$13.6M0.29%––
Prospera Financial Services Inc89,203$13.6M0.81%––
Churchill Management Corp89,174$13.6M0.22%––
Oakwood Capital Management LLC89,007$13.6M3.99%––
Earnest Partners LLC88,822$13.5M0.08%––
Ycg, LLC88,727$13.5M1.51%––
Wilbanks Smith & Thomas Asset Management LLC88,477$13.5M0.58%––
Allstate Corp88,427$13.5M0.42%––
Courier Capital LLC88,337$13.4M1.36%––
Alexandria Capital, LLC87,903$13.4M1.35%––
Sirios Capital Management L P87,875$13.4M1.13%––
Peak Asset Management, LLC87,645$13.3M3.22%––
Penserra Capital Management LLC87,477$13.3M0.25%––
Diversified Trust Co87,416$13.3M0.51%––
Leavell Investment Management, Inc.87,388$13.3M1.08%––
Edge Wealth Management LLC87,323$13.3M2.83%––
Hudson Valley Investment Advisors Inc86,886$13.2M2.36%––
Steel Peak Wealth Management LLC86,640$13.2M1.08%––
Security Asset Management86,173$13.1M5.40%––
Circle Wealth Management, LLC86,152$13.1M2.09%––
Kentucky Retirement Systems Insurance Trust Fund86,143$13.1M1.40%––
TruWealth Advisors, LLC85,854$13.1M1.77%––
JCIC Asset Management Inc.85,730$13.1M4.59%––
New England Asset Management Inc85,572$13.0M0.26%––
Bragg Financial Advisors, Inc85,352$13.0M0.87%––
Ledyard National Bank85,195$13.0M1.40%––
TT International Asset Management LTD85,081$13.0M0.69%––
Transcend Wealth Collective, LLC84,945$12.9M1.56%––
Biondo Investment Advisors, LLC84,932$12.9M2.57%––
Charter Trust Co84,872$12.9M1.26%––
Rice Partnership, LLC84,482$12.9M4.56%––
Cape Cod Five Cents Savings Bank84,462$12.9M1.40%––
Brown Brothers Harriman & Co84,440$12.9M0.08%––
Sand Hill Global Advisors, LLC84,292$12.8M0.83%––
Adviser Investments LLC84,295$12.8M1.04%––
Simmons Bank84,036$12.8M0.97%––
Hoylecohen, LLC83,547$12.7M1.29%––
Sequoia Financial Advisors, LLC83,192$12.7M0.53%––
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD83,150$12.7M2.63%––
D L Carlson Investment Group Inc82,462$12.6M2.29%––
NJ State Employees Deferred Compensation Plan82,000$12.5M1.78%––
Thompson Investment Management, Inc.81,993$12.5M1.88%––
Haverford Financial Services, Inc.81,716$12.4M3.25%––
Winslow Asset Management Inc81,438$12.4M2.51%––
Private Trust Co NA81,376$12.4M2.01%––
Beese Fulmer Investment Management, Inc.80,949$12.3M1.48%––
Community Bank, N.A.80,722$12.3M1.54%––
Lyell Wealth Management, LP80,385$12.2M1.78%––
Cypress Capital Group80,210$12.2M1.73%––
General American Investors Co Inc80,000$12.2M1.14%––
CWA Asset Management Group, LLC79,981$12.2M1.11%––
Ferris Capital, LLC79,857$12.2M3.03%––
1st Source Bank79,841$12.2M0.80%––
Vestmark Advisory Solutions, Inc.79,767$12.1M1.08%––
Lockheed Martin Investment Management Co79,762$12.1M0.62%––
Mark Stevens79,534$12.1M1.38%––
Redpoint Investment Management Pty Ltd79,063$12.0M1.02%––
Ropes Wealth Advisors LLC75,840$12.0M2.11%––
Benjamin F. Edwards & Company, Inc.78,931$12.0M0.65%––
American Portfolios Advisors78,879$12.0M0.52%––
Burns J W & Co Inc78,840$12.0M2.02%––
Advisory Services Network, LLC78,812$12.0M0.45%––
Illinois Municipal Retirement Fund78,723$12.0M0.53%––
WoodTrust Financial Corp78,593$12.0M3.52%––
Siemens Fonds Invest GmbH78,124$11.9M1.15%––
Sheaff Brock Investment Advisors, LLC78,061$11.9M1.27%––
Moreno Evelyn V77,901$11.9M2.83%––
Ameritas Investment Partners, Inc.82,342$11.8M0.45%––
Compton Capital Management Inc77,779$11.8M3.71%––
Strategy Asset Managers LLC77,627$11.8M2.71%––
Integrated Advisors Network LLC77,073$11.7M1.07%––
Fort Pitt Capital Group, LLC77,022$11.7M0.53%––
Blueshift Asset Management, LLC76,438$11.6M1.19%––
Schonfeld Strategic Advisors LLC76,164$11.6M0.15%––
Wedbush Securities Inc76,060$11.6M0.64%––
Pillar Pacific Capital Management LLC75,953$11.6M0.89%––
Girard Partners Ltd.75,777$11.5M1.66%––
Means Investment Co., Inc.75,542$11.5M2.62%––
Pettee Investors, Inc.75,452$11.5M5.55%––
Foster & Motley Inc75,362$11.5M1.04%––
Chicago Partners Investment Group LLC76,007$11.4M0.94%––
Intact Investment Management Inc.75,100$11.4M0.35%––
Fairfield, Bush & Co.75,059$11.4M3.26%––
EJF Capital LLC75,000$11.4M0.82%––
MSD Partners, L.P.75,000$11.4M0.47%––
Punch & Associates Investment Management, Inc.74,994$11.4M0.69%––
Cypress Asset Management Inc74,878$11.4M3.16%––
Pioneer Trust Bank N A74,777$11.4M3.25%––
Buckingham Capital Management, Inc.74,729$11.4M1.92%––
QV Investors Inc.74,710$11.4M0.70%––
First Horizon Corp74,703$11.4M1.08%––
Eagle Ridge Investment Management74,673$11.4M1.37%––
Ossiam74,601$11.4M0.35%––
Nicola Wealth Management Ltd.74,500$11.3M1.27%––
Northern Oak Wealth Management Inc74,408$11.3M1.47%––
Trust Co of Toledo NA74,145$11.3M2.04%––