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; 5,157 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

Q2 2021 vs. Q1 2021

How the institutions holding JPMorgan Chase & Co changed between Q1 2021 and Q2 2021.

All holders in Q2 2021All holders in Q1 2021

13F holders of JPM: Q1 2021 compared with Q2 2021
MeasureQ1 2021Of which not filed for Q2 2021Q2 2021Change
Holders3,218413,246+69
Shares2.17B7.30M2.12B−46.4M (−2.1%)
Value$330.3B$1.11B$329.3B+$56.7M (0.0%)

41 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so the changes leave them out.

New holders (154)

Institutions that held JPMorgan Chase & Co at the end of Q2 2021 but not at the end of Q1 2021.

Showing the largest 100 of 154 by value.

Institutions new to JPM in Q2 2021
InstitutionSharesValue% of portfolio
Amundi3,815,646$593.5M0.41%
Mizuho Markets Americas LLC1,737,600$270.3M32.18%
Renaissance Technologies LLC434,186$67.5M0.08%
Border to Coast Pensions Partnership Ltd337,094$52.8M1.84%
Prana Capital Management, LP326,619$50.8M3.46%
Pinnacle Wealth Advisors276,277$43.0M1.74%
Balyasny Asset Management LLC265,493$41.3M0.23%
Kimelman & Baird, LLC264,421$41.1M3.67%
HRT Financial LP209,243$32.5M0.30%
Carlson Capital L P157,333$24.5M1.18%
Albion Financial Group131,768$20.5M1.78%
Cantor Fitzgerald Investment Adviser L.P.124,615$19.4M1.42%
Itau Unibanco Holding S.A.122,053$19.0M0.94%
Exane Asset Management99,673$15.5M3.52%
BBVA USA94,394$14.7M0.82%
Vantis Investment Advisers L.P.59,700$9.29M11.66%
Hudson Bay Capital Management LP55,000$8.55M0.11%
Duality Advisers, LP52,352$8.14M0.72%
Boyer & Corporon Wealth Management, LLC50,749$7.89M2.33%
JTC Employer Solutions Trusteee Ltd49,814$7.74M1.14%
MKP Capital Management, L.L.C.48,900$7.61M0.91%
Gyroscope Capital Management Group, LLC43,048$6.70M2.35%
Swarthmore Group Inc39,856$6.20M1.60%
Ergoteles LLC39,115$6.08M0.14%
Bank of New Hampshire38,868$6.05M1.62%
Walleye Trading LLC37,203$5.79M0.15%
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group37,000$5.75M3.61%
Contravisory Investment Management, Inc.35,312$5.49M1.62%
HAP Trading, LLC34,367$5.34M0.33%
Regal Investment Advisors LLC31,564$4.91M0.49%
First Interstate Bank30,288$4.71M0.50%
Graham Capital Management, L.P.30,000$4.67M0.25%
Platform Technology Partners28,005$4.36M1.79%
Hall Capital Management Co Inc27,353$4.25M2.75%
Deseret Mutual Benefit Administrators24,336$3.79M0.92%
AMJ Financial Wealth Management20,879$3.25M1.41%
Advisor Resource Council20,865$3.25M0.34%
Anson Funds Management LP20,000$3.11M0.37%
Sabadell Asset Management, S.A S.G.I.I.C18,947$2.95M0.51%
Connecticut Wealth Management, LLC18,144$2.82M0.25%
Investment Advisory Services Inc17,638$2.74M1.69%
Emfo, LLC17,420$2.71M2.37%
Accurate Wealth Management, LLC15,576$2.42M2.13%
Magnolia Capital Advisors LLC15,530$2.42M1.07%
Boit C F David15,329$2.38M1.82%
Alaska Permanent Fund Corp15,300$2.38M0.04%
Pinnacle Wealth Management Group, Inc.15,215$2.37M1.73%
Warther Private Wealth, LLC14,312$2.25M2.18%
Pearl River Capital, LLC14,398$2.24M0.62%
Legato Capital Management LLC13,110$2.04M0.29%
Myriad Asset Management Ltd.12,825$2.00M0.15%
Jackson Wealth Management, LLC10,983$1.71M0.22%
Bassett Hargrove Investment Counsel, LLC10,812$1.68M2.51%
Beck Capital Management, LLC10,581$1.65M0.55%
Members Capital Advisors Inc10,039$1.56M0.97%
Leverage Partners Absolute Return Fund SPC10,000$1.55M1.07%
Colton Groome Financial Advisors, LLC9,925$1.54M0.71%
Engine No. 1 LLC9,674$1.50M0.41%
Derbend Asset Management9,353$1.46M1.36%
WealthTrust Asset Management, LLC9,318$1.45M1.26%
Ibex Wealth Advisors9,275$1.44M0.29%
PNC Managed Account Solutions, Inc.9,102$1.42M0.28%
Cerro Pacific Wealth Advisors LLC9,033$1.41M1.04%
West Family Investments, Inc.8,898$1.38M0.39%
Caliber Wealth Management, LLC8,370$1.30M0.92%
Geneva Partners, LLC8,185$1.27M0.58%
Corsicana & Co.7,815$1.22M0.77%
Waddell & Associates, LLC7,769$1.21M0.21%
AIA Group Ltd8,154$1.20M0.08%
Fortress Wealth Group, LLC7,166$1.11M1.00%
Cliftonlarsonallen Wealth Advisors, LLC7,095$1.10M0.05%
Ballew Advisors, Inc6,997$1.09M0.76%
GQG Partners LLC6,714$1.04M0.00%
Knowledge Leaders Capital, LLC6,260$974.0K0.65%
Whitcomb & Hess, Inc.6,007$934.0K0.40%
Castleview Partners, LLC5,976$929.0K0.41%
SRS Capital Advisors, Inc.5,649$879.0K0.12%
Mint Tower Capital Management B.V.5,361$834.0K0.09%
17 Capital Partners, LLC5,205$810.0K0.75%
Financial Consulate Inc.5,187$807.0K0.29%
Addison Advisors LLC4,563$710.0K0.57%
Avondale Wealth Management4,500$700.0K0.65%
Triumph Capital Management4,234$657.0K0.38%
Eagle Bay Advisors LLC3,767$592.0K0.48%
Susquehanna International Group Ltd.3,652$568.0K0.19%
Y-Intercept (Hong Kong) Ltd3,623$564.0K0.14%
Miller Howard Investments Inc3,518$547.0K0.02%
FFT Wealth Management LLC3,445$536.0K0.12%
Driehaus Capital Management LLC3,110$484.0K0.01%
Synergy Financial Management, LLC3,073$478.0K0.13%
Winton Group Ltd3,001$467.0K0.03%
JFG Wealth Management, LLC2,890$450.0K0.20%
All Season Financial Advisors, Inc.2,846$443.0K0.32%
Levy Wealth Management Group, LLC2,832$441.0K0.25%
Odey Holdings Ltd2,800$436.0K3.71%
Cherry Creek Investment Advisors, Inc.2,772$431.0K0.28%
Murphy Pohlad Asset Management LLC2,725$423.0K0.17%
Riversedge Advisors, LLC2,710$422.0K0.15%
Monument Capital Management2,655$413.0K0.14%
Snider Financial Group2,666$405.0K0.19%

Sold out (85)

Institutions that held JPMorgan Chase & Co at the end of Q1 2021 and filed for Q2 2021 without it.

Institutions that sold out of JPM in Q2 2021
InstitutionShares, Q1 2021Value, Q1 2021
ADAMCAPITAL Gestao de Recursos Ltda.1,123,867$171.1M
Diamond Hill Capital Management Inc1,000,866$152.4M
Viking Global Investors LPSuperinvestorViking Global Investors874,417$133.1M
Tredje AP-fonden657,408$100.1M
Senator Investment Group LP650,000$99.0M
Duquesne Family Office LLCSuperinvestorDuquesne Family Office258,420$39.3M
British Airways Pensions Investment Management Ltd254,200$38.7M
Artisan Partners Limited Partnership244,510$37.2M
Qube Research & Technologies Ltd158,918$24.2M
Omers Administration Corp108,564$16.5M
Gillson Capital LP91,703$14.0M
Transcend Wealth Collective, LLC84,945$12.9M
Ferris Capital, LLC79,857$12.2M
EJF Capital LLC75,000$11.4M
IMC-Chicago, LLC58,332$8.88M
Columbia Asset Management47,166$7.18M
Marvin & Palmer Associates Inc46,980$7.15M
Virtu Financial LLC40,154$6.11M
Walleye Capital LLC39,189$5.97M
RBA Wealth Management, LLC28,008$4.26M
LMR Partners LLP26,908$4.10M
Melqart Asset Management (UK) Ltd23,493$3.56M
Sciencast Management LP21,000$3.23M
Cipher Capital LP17,477$2.66M
Holocene Advisors, LP16,222$2.47M
Trexquant Investment LP15,926$2.42M
Maltese Capital Management LLC14,906$2.27M
Arrowstreet Capital, Limited Partnership13,900$2.12M
Tennessee Valley Asset Management Partners12,591$1.92M
WBI Investments12,495$1.90M
U S Global Investors Inc12,144$1.85M
Cloverfields Capital Group, LP11,885$1.81M
Castellan Group, LLC11,243$1.71M
Aigen Investment Management, LP11,216$1.71M
Marathon Trading Investment Management LLC10,958$1.67M
Keeley-Teton Advisors, LLC8,184$1.25M
Dalton Greiner Hartman Maher & Co8,157$1.24M
South Shore Capital Advisors6,809$1.04M
Quantamental Technologies LLC6,520$993.0K
Vicus Capital5,379$819.0K
Gsa Capital Partners LLP4,725$719.0K
Maverick Capital LtdSuperinvestorMaverick Capital4,453$678.0K
Gyon Technologies Capital Management, LP4,343$661.0K
Two Sigma Securities, LLC4,258$648.0K
Leonteq Securities AG4,055$617.3K
Summitry LLC3,635$553.0K
Machina Capital S.A.S.3,300$502.0K
Wealthgate Family Office, LLC3,295$502.0K
Stevens Capital Management LP3,088$470.0K
Dynamic Technology Lab Private Ltd2,905$442.0K
Polar Asset Management Partners Inc.2,795$425.0K
Godsey & Gibb Associates2,408$367.0K
Emerald Mutual Fund Advisers Trust2,217$337.0K
Capital Advantage, Inc.2,050$312.0K
JMG Financial Group, Ltd.1,833$279.0K
Sun Life Financial INC1,785$272.0K
Strategic Wealth Management Group, LLC1,722$262.0K
Epstein & White Financial LLC1,700$261.0K
Karpus Management, Inc.1,709$260.0K
A.R.T. Advisors, LLC1,595$243.0K
St. Clair Advisors, LLC1,569$238.8K
Zeke Capital Advisors, LLC1,538$234.0K
Cahaba Wealth Management, Inc.1,514$230.0K
Lazard Freres Gestion S.A.S.1,739$229.0K
Clarus Wealth Advisors1,466$229.0K
RHS Financial, LLC1,469$224.0K
M. Kulyk & Associates, LLC1,397$213.0K
Ceera Investments, LLC1,402$213.0K
Game Creek Capital, LP1,375$209.0K
Simplex Trading, LLC1,360$207.0K
Hubbell Strickland Wealth Management, LLC1,327$202.0K
Orgel Wealth Management, LLC1,260$192.0K
Brand Asset Management Group, Inc.1,189$181.0K
Litman Gregory Asset Management LLC1,059$161.0K
Fusion Family Wealth LLC1,000$152.0K
Wealthcare Capital Management LLC828$126.0K
Alpha DNA Investment Management LLC762$115.0K
Sage Financial Management Group, Inc.643$98.0K
Wolverine Asset Management LLC485$73.0K
Goodwin Investment Advisory457$70.0K
Human Investing LLC388$59.0K
Regal Wealth Group, Inc.268$41.0K
Elkhorn Partners Limited Partnership150$23.0K
Black Swift Group, LLC97$15.0K
Cedar Wealth Management, LLC84$13.0K

Not filed for Q2 2021 yet (41)

Institutions that held JPMorgan Chase & Co at the end of Q1 2021 and haven't filed a 13F for Q2 2021. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding JPM in Q1 2021 that haven't filed for Q2 2021
InstitutionShares, Q1 2021Value, Q1 2021
Amundi Asset Management US, Inc.3,930,841$598.4M
Waddell & Reed Financial Inc1,675,379$255.0M
Bokf, NA407,660$62.1M
North American Management Corp246,120$37.5M
Schafer Cullen Capital Management Inc146,297$22.3M
Flippin Bruce & Porter Inc123,188$18.8M
BBVA USA Bancshares, Inc.110,802$16.9M
TCF National Bank97,914$14.9M
Pillar Pacific Capital Management LLC75,953$11.6M
Tompkins Financial Corp66,822$10.2M
Camden National Bank61,113$9.30M
Employers Holdings, Inc.44,794$6.82M
Shorepoint Capital Partners LLC34,623$5.27M
Sullivan, Bruyette, Speros & Blaney, LLC33,678$5.13M
First Interstate Bank30,523$4.65M
Investment Counsel Inc.27,194$4.14M
Union Bancaire Privee Asset Management LLC26,630$4.05M
Cordatus Wealth Management LLC20,732$3.16M
626 Financial, LLC14,241$1.94M
Israel Discount Bank of New York12,232$1.86M
Peak Planning Group, LLC10,200$1.55M
Rikoon Group, LLC9,313$1.42M
WealthStone, Inc.9,244$1.41M
Alterity Financial Group, LLC9,749$1.33M
Money Concepts Capital Corp7,372$1.12M
MBL Wealth, LLC7,131$1.09M
CSat Investment Advisory, L.P.6,909$1.05M
Pathway Financial Advisors LLC5,979$962.0K
Narus Financial Partners, LLC5,747$874.9K
E Fund Management Co., Ltd.5,364$817.0K
Odey Holdings AG5,000$761.0K
First National Bank4,888$744.0K
Diamant Asset Management, Inc.4,661$710.0K
Stewardship Financial Advisors, LLC4,011$611.0K
Wolff Financial Management LLC3,209$489.0K
Pinnacle Advisory Group, Inc.3,147$479.0K
Swaine & Leidel Wealth Services, LLC2,926$445.0K
Reilly Herbert Faulkner III2,148$327.0K
Atlanta Financial Associates LLC2,512$319.0K
Denver Wealth Management, Inc.1,749$238.0K
New Capital Management LP155$24.0K