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 | 5,103 | $572.1B |
| Q4 2025 | 5,155 | $639.5B |
| Q3 2025 | 4,766 | $618.0B |
| Q2 2025 | 4,753 | $582.4B |
| Q1 2025 | 4,680 | $494.6B |
| Q4 2024 | 4,680 | $490.0B |
| Q3 2024 | 4,216 | $429.4B |
| Q2 2024 | 4,182 | $416.2B |
| Q1 2024 | 4,121 | $414.5B |
| Q4 2023 | 4,002 | $351.8B |
| Q3 2023 | 3,711 | $297.0B |
| Q2 2023 | 3,673 | $297.6B |
| Q1 2023 | 3,613 | $266.3B |
| Q4 2022 | 3,629 | $278.3B |
| Q3 2022 | 3,396 | $212.9B |
| Q2 2022 | 3,428 | $229.3B |
| Q1 2022 | 3,520 | $278.9B |
| Q4 2021 | 3,595 | $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 |
|---|---|---|---|---|---|
| Fiducient Advisors LLC | 10,180 | $1.58M | 0.49% | −5,107−33.4% | Reduced |
| Heritage Wealth Management, LLC | 10,196 | $1.59M | 0.60% | +331+3.4% | Added |
| Wealth Architects, LLC | 10,214 | $1.59M | 0.31% | +2,459+31.7% | Added |
| Everhart Financial Group, Inc. | 10,235 | $1.59M | 1.10% | +1,167+12.9% | Added |
| Lavaca Capital LLC | 10,237 | $1.59M | 0.82% | +5,600+120.8% | Added |
| Westbourne Investment Advisors, Inc. | 10,260 | $1.60M | 0.72% | −75−0.7% | Reduced |
| N.E.W. Advisory Services LLC | 10,251 | $1.60M | 0.27% | +237+2.4% | Added |
| CapWealth Advisors, LLC | 10,265 | $1.60M | 0.17% | +60+0.6% | Added |
| Credential Qtrade Securities Inc. | 10,292 | $1.60M | 0.13% | −3,423−25.0% | Reduced |
| Round Hill Asset Management | 10,296 | $1.60M | 0.79% | 00.0% | Unchanged |
| Greenwich Wealth Management LLC | 10,311 | $1.60M | 0.14% | −64−0.6% | Reduced |
| Covenant Multifamily Offices, LLC | 10,310 | $1.60M | 0.29% | +2,710+35.7% | Added |
| Allen Investment Management LLC | 10,351 | $1.61M | 0.02% | 00.0% | Unchanged |
| Fiduciary Planning LLC | 10,363 | $1.61M | 1.39% | +3,027+41.3% | Added |
| Eagle Capital Management LLC | 10,385 | $1.61M | 0.00% | −292−2.7% | Reduced |
| Townsend & Associates, Inc | 10,224 | $1.61M | 0.94% | +205+2.0% | Added |
| Clear Perspective Advisors, LLC | 10,418 | $1.62M | 0.56% | −87−0.8% | Reduced |
| Bell Bank | 10,480 | $1.63M | 0.22% | −636−5.7% | Reduced |
| Texas Capital Bancshares Inc | 10,521 | $1.64M | 1.19% | −58−0.5% | Reduced |
| Opus Capital Group, LLC | 10,525 | $1.64M | 0.37% | −682−6.1% | Reduced |
| Ballast, Inc. | 10,527 | $1.64M | 0.69% | +1,373+15.0% | Added |
| Northeast Financial Group, Inc. | 10,579 | $1.65M | 1.07% | −1,887−15.1% | Reduced |
| Beck Capital Management, LLC | 10,581 | $1.65M | 0.55% | +10,581 | New |
| Van Hulzen Asset Management, LLC | 10,609 | $1.65M | 0.25% | +4,377+70.2% | Added |
| WealthBridge Capital Management, LLC | 10,623 | $1.65M | 0.60% | +21+0.2% | Added |
| Strategic Investment Advisors | 10,624 | $1.65M | 0.38% | +2,395+29.1% | Added |
| Cidel Asset Management Inc | 10,656 | $1.66M | 0.07% | −332−3.0% | Reduced |
| Vontobel Swiss Wealth Advisors AG | 10,660 | $1.66M | 0.85% | +934+9.6% | Added |
| Paradigm Financial Advisors, LLC | 10,686 | $1.66M | 0.37% | +135+1.3% | Added |
| Invst, LLC | 10,945 | $1.66M | 0.27% | +863+8.6% | Added |
| Blackhawk Capital Partners LLC. | 10,928 | $1.66M | 1.13% | −2,377−17.9% | Reduced |
| Ssi Investment Management LLC | 10,684 | $1.66M | 0.11% | −41−0.4% | Reduced |
| Te Ahumairangi Investment Management Ltd | 10,700 | $1.66M | 0.22% | +5,600+109.8% | Added |
| HC Advisors, LLC | 10,707 | $1.67M | 1.02% | +6+0.1% | Added |
| Roman Butler Fullerton & Co | 10,715 | $1.67M | 0.81% | +270+2.6% | Added |
| BancorpSouth Bank | 10,735 | $1.67M | 0.24% | −4,369−28.9% | Reduced |
| CAMG Solamere Management, LLC | 10,808 | $1.68M | 1.45% | −73−0.7% | Reduced |
| Bassett Hargrove Investment Counsel, LLC | 10,812 | $1.68M | 2.51% | +10,812 | New |
| Traphagen Investment Advisors LLC | 10,831 | $1.68M | 0.29% | +4,179+62.8% | Added |
| Private Capital Group, LLC | 10,860 | $1.69M | 0.38% | +104+1.0% | Added |
| Financial Advisory Service, Inc. | 10,875 | $1.69M | 0.16% | +1,278+13.3% | Added |
| Auxano Advisors, LLC | 10,910 | $1.70M | 0.78% | −400−3.5% | Reduced |
| Evanson Asset Management, LLC | 10,922 | $1.70M | 0.18% | +46+0.4% | Added |
| JNBA Financial Advisors | 10,944 | $1.70M | 0.23% | +322+3.0% | Added |
| Allred Capital Management, LLC | 10,949 | $1.70M | 0.84% | +349+3.3% | Added |
| Plante Moran Financial Advisors, LLC | 10,957 | $1.70M | 0.41% | −2,771−20.2% | Reduced |
| All Terrain Financial Advisors, LLC | 10,973 | $1.71M | 0.82% | +9,738+788.5% | Added |
| Jackson Wealth Management, LLC | 10,983 | $1.71M | 0.22% | +10,983 | New |
| Cacti Asset Management LLC | 11,110 | $1.71M | 0.14% | 00.0% | Unchanged |
| Sovarnum Capital L.P. | 11,000 | $1.71M | 1.08% | +4,000+57.1% | Added |
| Klingman & Associates, LLC | 11,009 | $1.71M | 0.16% | −5,601−33.7% | Reduced |
| Occidental Asset Management, LLC | 11,061 | $1.72M | 0.46% | +677+6.5% | Added |
| Modera Wealth Management, LLC | 11,067 | $1.72M | 0.09% | +1,092+10.9% | Added |
| Warren Averett Asset Management, LLC | 10,757 | $1.72M | 0.16% | +2,845+36.0% | Added |
| Royal Harbor Partners, LLC | 11,160 | $1.74M | 1.16% | +705+6.7% | Added |
| USA Financial Portformulas Corp | 11,162 | $1.74M | 1.45% | +2,567+29.9% | Added |
| TBH Global Asset Management, LLC | 11,162 | $1.74M | 0.40% | +2,599+30.4% | Added |
| Port Capital LLC | 11,195 | $1.74M | 0.09% | −384−3.3% | Reduced |
| Community Capital Management, Inc. | 11,200 | $1.74M | 1.76% | +2,200+24.4% | Added |
| Blue Square Asset Management, LLC | 11,244 | $1.75M | 1.07% | −2,837−20.1% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 11,245 | $1.75M | 1.34% | −665−5.6% | Reduced |
| Continuum Advisory, LLC | 11,248 | $1.75M | 0.54% | +5,135+84.0% | Added |
| Peterson Wealth Management | 11,295 | $1.76M | 1.40% | +4,176+58.7% | Added |
| Bar Harbor Trust Services | 11,313 | $1.76M | 0.57% | +364+3.3% | Added |
| Crescent Grove Advisors, LLC | 11,339 | $1.76M | 0.19% | −616−5.2% | Reduced |
| Pinnacle Bancorp, Inc. | 11,349 | $1.76M | 0.81% | +68+0.6% | Added |
| Highland Private Wealth Management | 11,361 | $1.77M | 0.26% | +228+2.0% | Added |
| Mercer Capital Advisers, Inc. | 11,376 | $1.77M | 0.88% | −50−0.4% | Reduced |
| Clough Capital Partners L P | 11,420 | $1.78M | 0.10% | −165,030−93.5% | Reduced |
| Prestige Wealth Management Group LLC | 11,425 | $1.78M | 0.47% | +1,936+20.4% | Added |
| St. Johns Investment Management Company, LLC | 11,439 | $1.78M | 0.97% | −125−1.1% | Reduced |
| First Dallas Securities Inc. | 11,475 | $1.78M | 1.17% | +800+7.5% | Added |
| First Mercantile Trust Co | 11,499 | $1.79M | 0.21% | −1,474−11.4% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 11,850 | $1.79M | 1.13% | −100−0.8% | Reduced |
| Jacobs Levy Equity Management, Inc | 11,507 | $1.79M | 0.01% | −4,187−26.7% | Reduced |
| Monte Financial Group, LLC | 11,511 | $1.79M | 1.02% | −4,040−26.0% | Reduced |
| Grant/GrossMendelsohn, LLC | 11,629 | $1.79M | 1.52% | +36+0.3% | Added |
| Trust Co | 11,536 | $1.79M | 1.26% | −217−1.8% | Reduced |
| Acorn Wealth Advisors, LLC | 11,531 | $1.79M | 1.24% | +289+2.6% | Added |
| Breiter Capital Management Inc | 11,649 | $1.81M | 0.97% | +69+0.6% | Added |
| Proficio Capital Partners LLC | 11,656 | $1.81M | 0.22% | +65+0.6% | Added |
| San Francisco Sentry Investment Group (Ca) | 11,700 | $1.82M | 0.95% | −1,515−11.5% | Reduced |
| Kensington Investment Counsel, LLC | 11,719 | $1.82M | 1.25% | +210+1.8% | Added |
| Mainstay Capital Management LLC | 11,774 | $1.83M | 0.43% | −155−1.3% | Reduced |
| BSW Wealth Partners | 11,786 | $1.83M | 0.50% | +407+3.6% | Added |
| Ahrens Investment Partners LLC | 11,811 | $1.84M | 0.85% | +1,369+13.1% | Added |
| Trillium Asset Management, LLC | 11,839 | $1.84M | 0.05% | +2,261+23.6% | Added |
| Polaris Wealth Advisory Group, LLC | 11,738 | $1.84M | 0.11% | +178+1.5% | Added |
| Nicholas Hoffman & Company, LLC. | 11,895 | $1.85M | 0.33% | +1,676+16.4% | Added |
| Hanson & Doremus Investment Management | 19,283 | $1.86M | 0.55% | −4,254−18.1% | Reduced |
| Lincluden Management Ltd | 11,935 | $1.86M | 0.18% | −4,256−26.3% | Reduced |
| Main Street Financial Solutions, LLC | 11,940 | $1.86M | 0.30% | −135−1.1% | Reduced |
| Crescent Capital Consulting, LLC | 11,962 | $1.86M | 0.35% | −90−0.7% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 11,974 | $1.86M | 0.34% | +790+7.1% | Added |
| Wrapmanager Inc | 11,983 | $1.86M | 0.48% | −154−1.3% | Reduced |
| Keudell/Morrison Wealth Management | 11,983 | $1.86M | 1.02% | +116+1.0% | Added |
| BigSur Wealth Management LLC | 11,992 | $1.86M | 0.84% | −1,900−13.7% | Reduced |
| Summit X, LLC | 12,003 | $1.87M | 0.47% | −382−3.1% | Reduced |
| Bluesphere Advisors, LLC | 12,040 | $1.87M | 1.66% | −1,331−10.0% | Reduced |
| Tarbox Family Office, Inc. | 12,040 | $1.87M | 0.33% | +4,717+64.4% | Added |