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, Q2 2021
Institutional positions in JPMorgan Chase & Co as of Jun 30, 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
- 3,246
- +69 vs. Q1 2021
- Shares held
- 2.12B
- −46.4M (−2.1%) vs. Q1 2021
- Total value
- $329.3B
- +$56.7M (0.0%) vs. Q1 2021
- New holders
- 154
- 1,502 more added
- Sold out
- 85
- 1,284 more reduced
41 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: new holders, sold out and not filed yet
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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 5,157 | $643.7B |
| Q1 2026 | 5,102 | $572.0B |
| Q4 2025 | 5,154 | $639.5B |
| Q3 2025 | 4,765 | $618.0B |
| Q2 2025 | 4,752 | $582.4B |
| Q1 2025 | 4,679 | $494.6B |
| Q4 2024 | 4,679 | $490.0B |
| Q3 2024 | 4,215 | $429.4B |
| Q2 2024 | 4,181 | $416.2B |
| Q1 2024 | 4,120 | $414.5B |
| Q4 2023 | 4,001 | $351.8B |
| Q3 2023 | 3,711 | $297.0B |
| Q2 2023 | 3,672 | $297.6B |
| Q1 2023 | 3,612 | $266.3B |
| Q4 2022 | 3,629 | $278.3B |
| Q3 2022 | 3,396 | $212.9B |
| Q2 2022 | 3,428 | $229.3B |
| Q1 2022 | 3,519 | $278.9B |
| Q4 2021 | 3,594 | $330.1B |
| Q3 2021 | 3,239 | $342.0B |
| Q2 2021 | 3,246 | $329.3B |
| Q1 2021 | 3,218 | $330.3B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding JPMorgan Chase & Co; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Easterly Investment Partners LLC | 7,233 | $1.13M | 0.13% | −15,318−67.9% | Reduced |
| Nations Financial Group Inc, | 7,235 | $1.13M | 0.19% | +2,059+39.8% | Added |
| HBW Advisory Services LLC | 7,263 | $1.13M | 0.30% | +1,821+33.5% | Added |
| Axiom Investment Management LLC | 7,277 | $1.13M | 0.88% | +3,378+86.6% | Added |
| Armbruster Capital Management, Inc. | 7,287 | $1.13M | 0.32% | 00.0% | Unchanged |
| M. Kraus & Co | 7,302 | $1.14M | 0.41% | +62+0.9% | Added |
| Sippican Capital Advisors | 7,310 | $1.14M | 0.99% | −75−1.0% | Reduced |
| Atlas Capital Advisors LLC | 7,317 | $1.14M | 0.19% | +113+1.6% | Added |
| Cornerstone National Bank & Trust Co | 7,318 | $1.14M | 0.50% | +506+7.4% | Added |
| Michael B. Yongue | 7,328 | $1.14M | 0.83% | +13+0.2% | Added |
| IFG Advisors, LLC | 7,332 | $1.14M | 0.54% | +127+1.8% | Added |
| Carmichael Hill & Associates, Inc. | 7,356 | $1.14M | 0.65% | −98−1.3% | Reduced |
| Cypress Wealth Services, LLC | 7,368 | $1.15M | 0.31% | −3,161−30.0% | Reduced |
| Thrive Capital Management, LLC | 7,387 | $1.15M | 0.89% | +2,123+40.3% | Added |
| AllSquare Wealth Management LLC | 7,396 | $1.15M | 0.67% | −50−0.7% | Reduced |
| Iron Financial, LLC | 7,421 | $1.15M | 0.54% | −255−3.3% | Reduced |
| MBA Advisors LLC | 7,432 | $1.16M | 0.87% | −36−0.5% | Reduced |
| Loudon Investment Management, LLC | 7,442 | $1.16M | 0.79% | −8−0.1% | Reduced |
| DRW Securities, LLC | 7,447 | $1.16M | 0.16% | +5,309+248.3% | Added |
| First National Bank Sioux Falls | 7,465 | $1.16M | 1.77% | −20−0.3% | Reduced |
| Prudent Man Advisors, LLC | 7,472 | $1.16M | 0.45% | −24−0.3% | Reduced |
| Princeton Capital Management LLC | 7,478 | $1.16M | 0.36% | +1,797+31.6% | Added |
| ELCO Management Co., LLC | 7,506 | $1.17M | 0.87% | +46+0.6% | Added |
| WESPAC Advisors, LLC | 7,508 | $1.17M | 2.24% | −11,150−59.8% | Reduced |
| Sky Investment Group LLC | 7,524 | $1.17M | 0.26% | +785+11.6% | Added |
| Carolinas Wealth Consulting LLC | 7,539 | $1.17M | 0.26% | +777+11.5% | Added |
| High Falls Advisors, Inc | 7,548 | $1.17M | 0.32% | +13+0.2% | Added |
| Capital Markets Trading UK LLP | 7,556 | $1.18M | 1.19% | +962+14.6% | Added |
| Veracity Capital LLC | 147,269 | $1.18M | 0.28% | +140,916+2,218.1% | Added |
| Summit Financial Wealth Advisors, LLC | 7,576 | $1.18M | 0.27% | −856−10.2% | Reduced |
| PSI Advisors, LLC | 7,581 | $1.18M | 0.62% | +2,058+37.3% | Added |
| Ridgecrest Wealth Partners, LLC | 7,594 | $1.18M | 0.74% | −1,307−14.7% | Reduced |
| MONECO Advisors, LLC | 7,622 | $1.19M | 0.55% | +253+3.4% | Added |
| Aspireon Wealth Advisors | 7,641 | $1.19M | 0.77% | +141+1.9% | Added |
| Dividend Assets Capital, LLC | 7,645 | $1.19M | 0.23% | −3,589−31.9% | Reduced |
| Clearview Wealth Advisors LLC | 7,642 | $1.19M | 0.73% | +360+4.9% | Added |
| Plancorp, LLC | 7,658 | $1.19M | 0.09% | −116−1.5% | Reduced |
| Paulson Wealth Management Inc. | 7,668 | $1.19M | 0.58% | +135+1.8% | Added |
| Doheny Asset Management | 7,689 | $1.20M | 0.77% | −200−2.5% | Reduced |
| Summit Financial Strategies, Inc. | 7,705 | $1.20M | 0.25% | +1,986+34.7% | Added |
| AIA Group Ltd | 8,154 | $1.20M | 0.08% | +8,154 | New |
| Relyea Zuckerberg Hanson LLC | 7,714 | $1.20M | 0.49% | +293+3.9% | Added |
| Renaissance Group LLC | 7,742 | $1.20M | 0.05% | −694−8.2% | Reduced |
| QP Wealth Management, LLC | 7,760 | $1.21M | 1.24% | −1,141−12.8% | Reduced |
| Mitchell Sinkler & Starr | 7,762 | $1.21M | 1.10% | 00.0% | Unchanged |
| Waddell & Associates, LLC | 7,769 | $1.21M | 0.21% | +7,769 | New |
| LBMC Investment Advisors, LLC | 7,784 | $1.21M | 0.12% | +2,520+47.9% | Added |
| Platte River Wealth Advisors, LLC | 7,803 | $1.21M | 0.46% | +182+2.4% | Added |
| Global Trust Asset Management, LLC | 7,806 | $1.21M | 0.58% | +2,132+37.6% | Added |
| Corsicana & Co. | 7,815 | $1.22M | 0.77% | +7,815 | New |
| Keel Point, LLC | 7,843 | $1.22M | 0.15% | −561−6.7% | Reduced |
| Atwood & Palmer Inc | 7,849 | $1.22M | 0.11% | −300−3.7% | Reduced |
| Reitz Capital Advisors LLC | 7,852 | $1.22M | 0.86% | −38−0.5% | Reduced |
| Ironwood Investment Management LLC | 7,848 | $1.22M | 0.62% | 00.0% | Unchanged |
| Cooper Financial Group | 7,869 | $1.22M | 0.25% | +316+4.2% | Added |
| Legacy Bridge, LLC | 7,888 | $1.23M | 0.69% | +1,050+15.4% | Added |
| Alhambra Investment Partners LLC | 7,898 | $1.23M | 0.92% | +105+1.3% | Added |
| JFS Wealth Advisors, LLC | 7,919 | $1.23M | 0.18% | +1,195+17.8% | Added |
| Garrison Point Advisors, LLC | 7,927 | $1.23M | 0.89% | +50+0.6% | Added |
| Weather Gauge Advisory, LLC | 7,941 | $1.24M | 1.44% | +7+0.1% | Added |
| New Jersey Better Educational Savings Trust | 7,951 | $1.24M | 2.47% | 00.0% | Unchanged |
| Samalin Investment Counsel, LLC | 7,982 | $1.24M | 0.81% | +129+1.6% | Added |
| CVA Family Office, LLC | 7,986 | $1.24M | 0.35% | +2,898+57.0% | Added |
| GoodHaven Capital Management, LLC | 8,000 | $1.24M | 0.83% | 00.0% | Unchanged |
| IMS Capital Management | 8,008 | $1.25M | 0.74% | +1,994+33.2% | Added |
| Renasant Bank | 8,020 | $1.25M | 0.94% | −287−3.5% | Reduced |
| Executive Wealth Management, LLC | 8,036 | $1.25M | 0.14% | +124+1.6% | Added |
| Unio Capital LLC | 8,045 | $1.25M | 0.56% | +1,634+25.5% | Added |
| Shaker Investments LLC | 8,081 | $1.26M | 0.58% | +20.0% | Added |
| Green Harvest Asset Management LLC | 8,083 | $1.26M | 0.23% | +909+12.7% | Added |
| Probity Advisors, Inc. | 8,088 | $1.26M | 0.26% | +8+0.1% | Added |
| Alethea Capital Management, LLC | 8,085 | $1.26M | 0.79% | +4,385+118.5% | Added |
| Hall Laurie J Trustee | 8,095 | $1.26M | 0.47% | −575−6.6% | Reduced |
| Cutter & CO Brokerage, Inc. | 8,099 | $1.26M | 0.29% | +260+3.3% | Added |
| Focused Wealth Management, Inc | 8,107 | $1.26M | 0.21% | +433+5.6% | Added |
| Accel Wealth Management | 8,131 | $1.26M | 0.84% | +135+1.7% | Added |
| Grandview Asset Management LLC | 8,153 | $1.27M | 0.70% | +1,263+18.3% | Added |
| Geneva Partners, LLC | 8,185 | $1.27M | 0.58% | +8,185 | New |
| Oxler Private Wealth LLC | 8,238 | $1.28M | 0.56% | +73+0.9% | Added |
| Balentine LLC | 8,244 | $1.28M | 0.05% | −76−0.9% | Reduced |
| Traverso Chambers Private Wealth Management, LLC | 8,248 | $1.28M | 0.40% | +577+7.5% | Added |
| Navalign, LLC | 8,253 | $1.28M | 0.54% | +169+2.1% | Added |
| Menard Financial Group LLC | 8,253 | $1.28M | 1.22% | +422+5.4% | Added |
| Physicians Financial Services, Inc. | 8,282 | $1.29M | 0.53% | −520−5.9% | Reduced |
| Unigestion Holding SA | 8,377 | $1.29M | 0.05% | −2,574−23.5% | Reduced |
| Beacon Financial Advisory LLC | 8,305 | $1.29M | 0.69% | +863+11.6% | Added |
| Howard Financial Services, Ltd. | 8,311 | $1.29M | 0.51% | +51+0.6% | Added |
| Orrstown Financial Services Inc | 8,256 | $1.30M | 1.88% | −188−2.2% | Reduced |
| Searle & Co. | 8,355 | $1.30M | 0.53% | 00.0% | Unchanged |
| CFO4Life Group, LLC | 8,362 | $1.30M | 0.30% | +168+2.1% | Added |
| Caliber Wealth Management, LLC | 8,370 | $1.30M | 0.92% | +8,370 | New |
| Wealth Management Associates, Inc. | 8,393 | $1.31M | 0.74% | +1,309+18.5% | Added |
| Charter Oak Capital Management, LLC | 8,411 | $1.31M | 0.17% | +124+1.5% | Added |
| Silicon Hills Wealth Management, LLC | 8,430 | $1.31M | 1.02% | +120+1.4% | Added |
| Pflug Koory, LLC | 8,450 | $1.31M | 0.69% | −240−2.8% | Reduced |
| First National Bank & Trust Co of Newtown | 8,450 | $1.31M | 0.27% | −15−0.2% | Reduced |
| Founders Financial Securities LLC | 8,463 | $1.32M | 0.26% | +2,172+34.5% | Added |
| TLWM | 8,506 | $1.32M | 0.47% | +74+0.9% | Added |
| O'Brien Greene & Co. Inc | 8,509 | $1.32M | 0.47% | 00.0% | Unchanged |
| Defined Wealth Management, LLC | 8,539 | $1.33M | 1.18% | +20+0.2% | Added |