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 |
|---|---|---|---|---|---|
| Ausdal Financial Partners, Inc. | 12,054 | $1.88M | 0.28% | −856−6.6% | Reduced |
| CX Institutional | 12,054 | $1.88M | 0.15% | −632−5.0% | Reduced |
| Ategra Capital Management, LLC | 12,066 | $1.88M | 0.96% | −295−2.4% | Reduced |
| Premier Asset Management LLC | 12,107 | $1.88M | 0.28% | +2,496+26.0% | Added |
| Cornell Pochily Investment Advisors, Inc. | 12,130 | $1.89M | 0.83% | +1,020+9.2% | Added |
| Calton & Associates, Inc. | 12,115 | $1.89M | 0.36% | −7,518−38.3% | Reduced |
| Private Portfolio Partners LLC | 12,160 | $1.89M | 0.55% | −600−4.7% | Reduced |
| Boston Common Asset Management, LLC | 12,178 | $1.89M | 0.08% | +610+5.3% | Added |
| One Charles Private Wealth Services, LLC | 12,192 | $1.90M | 1.27% | +7,516+160.7% | Added |
| Cape Ann Savings Bank | 12,197 | $1.90M | 1.20% | +225+1.9% | Added |
| Delta Financial Advisors LLC | 12,195 | $1.90M | 0.83% | +259+2.2% | Added |
| Worldquant Millennium Advisors LLC | 12,216 | $1.90M | 0.04% | −84,267−87.3% | Reduced |
| Bath Savings Trust Co | 12,222 | $1.90M | 0.22% | +350+2.9% | Added |
| Perpetual Investment Management Ltd | 12,258 | $1.91M | 0.27% | −2,613−17.6% | Reduced |
| Pointe Capital Management LLC | 12,275 | $1.91M | 1.34% | +1,792+17.1% | Added |
| Perennial Investment Advisors, LLC | 12,314 | $1.92M | 0.70% | +794+6.9% | Added |
| Summit Financial Group Inc | 12,322 | $1.92M | 0.72% | +1,646+15.4% | Added |
| Vident Investment Advisory, LLC | 12,337 | $1.92M | 0.06% | +720+6.2% | Added |
| Washington Capital Management Inc | 12,375 | $1.93M | 2.33% | +460+3.9% | Added |
| Gryphon Financial Partners LLC | 13,359 | $1.93M | 0.45% | +404+3.1% | Added |
| Windsor Capital Management, LLC | 12,401 | $1.93M | 0.64% | −421−3.3% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 12,699 | $1.93M | 0.83% | +380+3.1% | Added |
| Summit Financial, LLC | 12,408 | $1.93M | 0.19% | +7,065+132.2% | Added |
| Sittner & Nelson, LLC | 12,436 | $1.93M | 1.36% | +273+2.2% | Added |
| Archford Capital Strategies, LLC | 12,452 | $1.94M | 0.49% | +1,549+14.2% | Added |
| Mason Investment Advisory Services, Inc. | 12,499 | $1.94M | 0.20% | 00.0% | Unchanged |
| MCF Advisors LLC | 12,523 | $1.95M | 0.20% | +15+0.1% | Added |
| Liberty One Investment Management, LLC | 12,536 | $1.95M | 0.33% | +99+0.8% | Added |
| Heartland Bank & Trust Co | 12,560 | $1.95M | 1.80% | −1,136−8.3% | Reduced |
| Sonata Capital Group Inc | 12,609 | $1.96M | 0.89% | 00.0% | Unchanged |
| DCM Advisors, LLC | 12,626 | $1.96M | 1.11% | −8,090−39.1% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 12,635 | $1.97M | 0.01% | −12,639−50.0% | Reduced |
| Chapman Investment Management, LLC | 12,658 | $1.97M | 1.09% | 00.0% | Unchanged |
| Pacitti Group Inc. | 12,662 | $1.97M | 1.18% | +265+2.1% | Added |
| TD Ameritrade Investment Management, LLC | 12,676 | $1.97M | 0.01% | +991+8.5% | Added |
| WT Wealth Management | 12,683 | $1.97M | 0.80% | +1,984+18.5% | Added |
| Birinyi Associates Inc | 12,700 | $1.98M | 0.69% | −300−2.3% | Reduced |
| WealthShield Partners, LLC | 12,711 | $1.98M | 0.31% | +2,066+19.4% | Added |
| Saturna Capital CORP | 12,751 | $1.98M | 0.04% | 00.0% | Unchanged |
| Laird Norton Trust Company, LLC | 12,776 | $1.99M | 0.21% | −974−7.1% | Reduced |
| Myriad Asset Management Ltd. | 12,825 | $2.00M | 0.15% | +12,825 | New |
| Access Financial Services, Inc. | 12,847 | $2.00M | 0.93% | −4,518−26.0% | Reduced |
| Hartline Investment Corp | 12,858 | $2.00M | 0.25% | +110+0.9% | Added |
| Loomis Sayles & Co L P | 12,862 | $2.00M | 0.00% | +8,139+172.3% | Added |
| KLCM Advisors, Inc. | 12,981 | $2.02M | 0.45% | +206+1.6% | Added |
| Trinity Financial Advisors LLC | 13,069 | $2.03M | 1.42% | −13,167−50.2% | Reduced |
| Legato Capital Management LLC | 13,110 | $2.04M | 0.29% | +13,110 | New |
| Chatham Capital Group, Inc. | 13,135 | $2.04M | 0.39% | 00.0% | Unchanged |
| Legacy Wealth Management, LLC | 13,214 | $2.06M | 1.14% | +155+1.2% | Added |
| Tranquility Partners, LLC | 13,231 | $2.06M | 1.16% | −790−5.6% | Reduced |
| Sculati Wealth Management, LLC | 13,245 | $2.06M | 1.09% | +511+4.0% | Added |
| Aft, Forsyth & Sober, LLC | 13,250 | $2.06M | 0.78% | 00.0% | Unchanged |
| LexAurum Advisors, LLC | 13,307 | $2.07M | 0.61% | +637+5.0% | Added |
| StrongBox Wealth, LLC | 13,340 | $2.08M | 1.19% | +30.0% | Added |
| L2 Asset Management, LLC | 13,383 | $2.08M | 1.95% | −2,149−13.8% | Reduced |
| Abundance Wealth Counselors | 13,385 | $2.08M | 0.54% | +592+4.6% | Added |
| Sunflower Bank, N.A. | 13,398 | $2.08M | 0.32% | +282+2.2% | Added |
| Venturi Wealth Management, LLC | 13,429 | $2.09M | 0.19% | +107+0.8% | Added |
| Windsor Group LTD | 13,444 | $2.09M | 0.45% | −724−5.1% | Reduced |
| Thomas White International Ltd | 13,446 | $2.09M | 0.29% | 00.0% | Unchanged |
| Jeppson Wealth Management, LLC | 13,473 | $2.10M | 1.14% | −125−0.9% | Reduced |
| LCNB Corp | 13,490 | $2.10M | 1.06% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 13,545 | $2.11M | 0.45% | −75−0.6% | Reduced |
| Old Mission Investment Co LLC | 13,570 | $2.11M | 0.87% | +166+1.2% | Added |
| Summit Trail Advisors, LLC | 13,594 | $2.11M | 0.19% | −157−1.1% | Reduced |
| Standard Family Office LLC | 13,616 | $2.12M | 0.44% | +555+4.2% | Added |
| CoreFirst Bank & Trust | 13,629 | $2.12M | 1.44% | −513−3.6% | Reduced |
| Brooktree Capital Management | 13,647 | $2.12M | 1.36% | −150−1.1% | Reduced |
| Cim Investment Mangement Inc | 13,651 | $2.12M | 0.66% | −73−0.5% | Reduced |
| Midwest Professional Planners, LTD. | 13,659 | $2.13M | 1.11% | +2,008+17.2% | Added |
| Tiger Eye Capital LLC | 13,702 | $2.13M | 0.54% | −188,999−93.2% | Reduced |
| True North Advisors, LLC | 13,709 | $2.13M | 0.44% | +102+0.7% | Added |
| Midwest Wealth Management Inc. | 13,716 | $2.13M | 1.52% | −140−1.0% | Reduced |
| FinTrust Capital Advisors, LLC | 13,758 | $2.14M | 0.56% | −287−2.0% | Reduced |
| High Pointe Capital Management LLC | 13,774 | $2.14M | 1.69% | 00.0% | Unchanged |
| Rosenbaum Jay D. | 13,781 | $2.14M | 3.55% | −197−1.4% | Reduced |
| Benin Management CORP | 13,807 | $2.15M | 0.68% | −900−6.1% | Reduced |
| Pinnacle Holdings, LLC | 13,822 | $2.15M | 0.99% | −108−0.8% | Reduced |
| Partners Capital Investment Group, LLP | 13,825 | $2.15M | 0.10% | −17,046−55.2% | Reduced |
| Mission Creek Capital Partners, Inc. | 13,824 | $2.15M | 0.35% | +1,262+10.0% | Added |
| London & Capital Asset Management Ltd | 13,828 | $2.15M | 0.18% | −181−1.3% | Reduced |
| Holistic Financial Partners | 13,833 | $2.15M | 1.28% | +243+1.8% | Added |
| Empowered Funds, LLC | 13,846 | $2.15M | 0.27% | +6,073+78.1% | Added |
| DAGCO, Inc. | 13,859 | $2.16M | 0.96% | +228+1.7% | Added |
| BCGM Wealth Management, LLC | 14,203 | $2.16M | 1.28% | +798+6.0% | Added |
| Optas, LLC | 13,874 | $2.16M | 0.62% | −1,077−7.2% | Reduced |
| Solitude Financial Services | 13,876 | $2.16M | 1.57% | −159−1.1% | Reduced |
| Golden State Wealth Management, LLC | 13,882 | $2.16M | 0.48% | +2,306+19.9% | Added |
| Corrado Advisors, LLC | 13,884 | $2.16M | 1.33% | +36+0.3% | Added |
| Accredited Investors Inc. | 13,894 | $2.16M | 0.22% | +37+0.3% | Added |
| Roof Eidam & Maycock | 13,901 | $2.16M | 0.81% | −60−0.4% | Reduced |
| Van Cleef Asset Management,Inc | 13,905 | $2.16M | 0.32% | −229−1.6% | Reduced |
| Aft, Forsyth & Company, Inc. | 13,933 | $2.17M | 1.16% | +351+2.6% | Added |
| Berman Capital Advisors, LLC | 13,958 | $2.17M | 0.35% | +2,007+16.8% | Added |
| Highlander Capital Management, LLC | 13,999 | $2.18M | 1.09% | −400−2.8% | Reduced |
| Assenagon Asset Management S.A. | 13,998 | $2.18M | 0.01% | +1,853+15.3% | Added |
| White Pine Capital LLC | 14,368 | $2.18M | 0.65% | +565+4.1% | Added |
| Harbor Financial Services, LLC | 14,054 | $2.19M | 0.92% | +1,939+16.0% | Added |
| Meristem Family Wealth, LLC | 14,093 | $2.19M | 0.35% | +4,068+40.6% | Added |
| Palumbo Wealth Management LLC | 14,155 | $2.20M | 1.48% | +187+1.3% | Added |