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 |
|---|---|---|---|---|---|
| Verition Fund Management LLC | 8,543 | $1.33M | 0.02% | +3,934+85.4% | Added |
| Virtue Capital Management, LLC | 8,577 | $1.33M | 0.27% | −264−3.0% | Reduced |
| Prentice Wealth Management LLC | 8,613 | $1.34M | 0.69% | +474+5.8% | Added |
| Well Done, LLC | 8,630 | $1.34M | 0.30% | −93−1.1% | Reduced |
| Mather Group, LLC. | 8,654 | $1.35M | 0.03% | +1,097+14.5% | Added |
| Salzhauer Michael | 8,660 | $1.35M | 0.67% | 00.0% | Unchanged |
| Caz Investments LP | 8,700 | $1.35M | 1.45% | −3,000−25.6% | Reduced |
| Clarus Group, Inc. | 8,698 | $1.35M | 1.01% | +10.0% | Added |
| XR Securities LLC | 8,723 | $1.36M | 1.13% | +5,971+217.0% | Added |
| Ayrshire Capital Management LLC | 8,736 | $1.36M | 0.77% | −86−1.0% | Reduced |
| Taylor Hoffman Wealth Management | 8,760 | $1.36M | 0.59% | +10.0% | Added |
| LVM Capital Management Ltd | 8,763 | $1.36M | 0.21% | +400+4.8% | Added |
| Greytown Advisors Inc. | 8,818 | $1.37M | 0.66% | +1,929+28.0% | Added |
| Westshore Wealth, LLC | 8,869 | $1.38M | 0.71% | +13+0.1% | Added |
| VisionPoint Advisory Group, LLC | 8,878 | $1.38M | 0.62% | −2,721−23.5% | Reduced |
| Glenview State Bank Trust Dept. | 8,876 | $1.38M | 0.42% | −275−3.0% | Reduced |
| Financial Management Professionals, Inc. | 8,876 | $1.38M | 0.36% | +5,372+153.3% | Added |
| Redwood Investment Management, LLC | 8,890 | $1.38M | 0.23% | +1,290+17.0% | Added |
| Krane Funds Advisors LLC | 8,892 | $1.38M | 0.04% | +1,635+22.5% | Added |
| West Family Investments, Inc. | 8,898 | $1.38M | 0.39% | +8,898 | New |
| Fort Point Capital Partners LLC | 8,917 | $1.39M | 0.27% | +32+0.4% | Added |
| Childress Capital Advisors, LLC | 8,938 | $1.39M | 0.63% | −1,754−16.4% | Reduced |
| MJP Associates Inc | 8,966 | $1.40M | 0.48% | +287+3.3% | Added |
| Hummer Financial Advisory Services Inc | 8,972 | $1.40M | 1.29% | 00.0% | Unchanged |
| Cheviot Value Management, LLC | 8,985 | $1.40M | 0.34% | +54+0.6% | Added |
| Cerro Pacific Wealth Advisors LLC | 9,033 | $1.41M | 1.04% | +9,033 | New |
| Phocas Financial Corp. | 9,066 | $1.41M | 0.18% | +305+3.5% | Added |
| Delphi Management Inc | 9,062 | $1.41M | 1.35% | +955+11.8% | Added |
| InTrack Investment Management Inc | 9,208 | $1.41M | 1.11% | −525−5.4% | Reduced |
| Central Bank & Trust Co | 9,104 | $1.42M | 0.23% | +71+0.8% | Added |
| PNC Managed Account Solutions, Inc. | 9,102 | $1.42M | 0.28% | +9,102 | New |
| Front Row Advisors LLC | 9,203 | $1.42M | 0.58% | +706+8.3% | Added |
| Hemenway Trust Co LLC | 9,225 | $1.44M | 0.14% | +860+10.3% | Added |
| BerganKDV Wealth Management, LLC | 9,230 | $1.44M | 0.17% | −1,615−14.9% | Reduced |
| Hollow Brook Wealth Management LLC | 9,230 | $1.44M | 0.89% | −112−1.2% | Reduced |
| Reynders McVeigh Capital Management, LLC | 9,236 | $1.44M | 0.09% | +2,135+30.1% | Added |
| Towercrest Capital Management | 9,258 | $1.44M | 0.28% | −653−6.6% | Reduced |
| Tempus Wealth Planning, LLC | 9,257 | $1.44M | 0.96% | +4,822+108.7% | Added |
| Vista Investment Management | 9,273 | $1.44M | 0.85% | +55+0.6% | Added |
| Ibex Wealth Advisors | 9,275 | $1.44M | 0.29% | +9,275 | New |
| Woodward Diversified Capital, LLC | 9,295 | $1.45M | 0.83% | +662+7.7% | Added |
| Ascension Asset Management LLC | 9,304 | $1.45M | 0.95% | 00.0% | Unchanged |
| Lionsbridge Wealth Management LLC | 9,321 | $1.45M | 1.55% | −917−9.0% | Reduced |
| WealthTrust Asset Management, LLC | 9,318 | $1.45M | 1.26% | +9,318 | New |
| One + One Wealth Management, LLC | 9,356 | $1.46M | 1.00% | +24+0.3% | Added |
| Derbend Asset Management | 9,353 | $1.46M | 1.36% | +9,353 | New |
| Windsor Creek Advisors, LLC | 9,373 | $1.46M | 0.55% | +11+0.1% | Added |
| Bennett Selby Investments LP | 9,402 | $1.46M | 0.99% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 9,416 | $1.47M | 0.09% | +2,444+35.1% | Added |
| Capital One Financial Corp | 9,455 | $1.47M | 0.18% | −115−1.2% | Reduced |
| Creative Financial Designs Inc | 9,463 | $1.47M | 0.26% | +3,113+49.0% | Added |
| Hardy Reed LLC | 9,476 | $1.47M | 0.26% | −25−0.3% | Reduced |
| Gilman Hill Asset Management, LLC | 9,476 | $1.47M | 0.38% | +655+7.4% | Added |
| Citadel Investment Advisory, Inc. | 9,490 | $1.48M | 0.91% | 00.0% | Unchanged |
| B&D White Capital Company, LLC | 9,504 | $1.48M | 0.66% | 00.0% | Unchanged |
| Orion Capital Management LLC | 9,520 | $1.48M | 0.92% | 00.0% | Unchanged |
| JSF Financial, LLC | 9,528 | $1.48M | 0.87% | −13−0.1% | Reduced |
| KC Investment Advisors, LLC | 9,532 | $1.48M | 1.19% | +556+6.2% | Added |
| PhiloSmith Capital Corp | 9,550 | $1.49M | 0.65% | 00.0% | Unchanged |
| Sage Rhino Capital LLC | 9,557 | $1.49M | 0.44% | +148+1.6% | Added |
| Teza Capital Management LLC | 9,570 | $1.49M | 0.24% | −34,844−78.5% | Reduced |
| Uncommon Cents Investing LLC | 9,572 | $1.49M | 0.60% | +120+1.3% | Added |
| Trust Investment Advisors | 9,575 | $1.49M | 1.32% | +154+1.6% | Added |
| Hemington Wealth Management | 9,591 | $1.49M | 0.64% | −842−8.1% | Reduced |
| Bingham Osborn & Scarborough LLC | 9,597 | $1.49M | 0.11% | +1,284+15.4% | Added |
| Capital Advisors, Ltd. LLC | 9,613 | $1.50M | 0.27% | +749+8.4% | Added |
| Burke & Herbert Bank & Trust Co | 9,633 | $1.50M | 0.96% | −57−0.6% | Reduced |
| Concord Wealth Partners | 9,652 | $1.50M | 0.43% | +902+10.3% | Added |
| Engine No. 1 LLC | 9,674 | $1.50M | 0.41% | +9,674 | New |
| Teamwork Financial Advisors, LLC | 9,712 | $1.51M | 0.31% | +6,763+229.3% | Added |
| Financial Partners Group, Inc | 9,734 | $1.51M | 0.39% | −76−0.8% | Reduced |
| Avestar Capital, LLC | 9,754 | $1.52M | 0.29% | −2,718−21.8% | Reduced |
| Burgundy Asset Management Ltd. | 9,761 | $1.52M | 0.01% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 9,788 | $1.52M | 0.92% | −31−0.3% | Reduced |
| First Bank & Trust | 9,811 | $1.53M | 0.74% | +17+0.2% | Added |
| Longfellow Investment Management Co LLC | 9,816 | $1.53M | 0.22% | −5,383−35.4% | Reduced |
| Biltmore Family Office, LLC | 9,816 | $1.53M | 0.43% | +256+2.7% | Added |
| Covenant Partners, LLC | 9,837 | $1.53M | 0.58% | 00.0% | Unchanged |
| First Financial Corp | 9,858 | $1.53M | 1.02% | −255−2.5% | Reduced |
| Orca Investment Management, LLC | 9,868 | $1.53M | 1.38% | −840−7.8% | Reduced |
| Optimal Asset Management, Inc. | 9,871 | $1.53M | 0.18% | −10.0% | Reduced |
| Total Clarity Wealth Management, Inc. | 9,897 | $1.54M | 0.86% | +402+4.2% | Added |
| Stelac Advisory Services LLC | 9,924 | $1.54M | 0.35% | +500+5.3% | Added |
| Colton Groome Financial Advisors, LLC | 9,925 | $1.54M | 0.71% | +9,925 | New |
| Kayne Anderson Rudnick Investment Management LLC | 9,936 | $1.54M | 0.00% | +50+0.5% | Added |
| Winthrop Advisory Group LLC | 9,981 | $1.55M | 0.35% | −381−3.7% | Reduced |
| Oder Investment Management, LLC | 9,996 | $1.55M | 2.03% | −159−1.6% | Reduced |
| Holowesko Partners Ltd. | 10,000 | $1.55M | 0.40% | 00.0% | Unchanged |
| BHK Investment Advisors, LLC | 10,000 | $1.55M | 0.64% | −758−7.0% | Reduced |
| Leverage Partners Absolute Return Fund SPC | 10,000 | $1.55M | 1.07% | +10,000 | New |
| First National Bank of South Miami | 10,014 | $1.56M | 1.06% | +723+7.8% | Added |
| GoalVest Advisory LLC | 10,036 | $1.56M | 0.97% | +2,159+27.4% | Added |
| Members Capital Advisors Inc | 10,039 | $1.56M | 0.97% | +10,039 | New |
| Elmwood Wealth Management, Inc. | 10,060 | $1.56M | 0.82% | 00.0% | Unchanged |
| Capital Square, LLC | 10,244 | $1.57M | 1.16% | +1,208+13.4% | Added |
| Lineweaver Wealth Advisors, LLC | 10,094 | $1.57M | 0.51% | +737+7.9% | Added |
| Camden Capital, LLC | 10,100 | $1.57M | 0.36% | +210+2.1% | Added |
| Guardian Capital LP | 10,105 | $1.57M | 0.03% | −3,900−27.8% | Reduced |
| Wealthquest Corp | 10,148 | $1.58M | 0.27% | −996−8.9% | Reduced |
| CKW Financial Group | 10,055 | $1.58M | 0.25% | −500−4.7% | Reduced |