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 |
|---|---|---|---|---|---|
| New World Advisors LLC | 14,155 | $2.20M | 1.48% | +12,542+777.6% | Added |
| Weatherly Asset Management L. P. | 14,179 | $2.21M | 0.28% | 00.0% | Unchanged |
| Ironwood Financial, llc | 14,200 | $2.21M | 0.66% | +27+0.2% | Added |
| Wolff Wiese Magana LLC | 14,208 | $2.21M | 1.58% | −167−1.2% | Reduced |
| Mattern Wealth Management LLC | 14,593 | $2.22M | 0.71% | +1,001+7.4% | Added |
| RSM US Wealth Management LLC | 14,255 | $2.22M | 0.12% | +2,892+25.5% | Added |
| SFMG, LLC | 14,260 | $2.22M | 0.25% | +180+1.3% | Added |
| Axiom Financial Strategies, LLC | 14,267 | $2.22M | 1.02% | +5,877+70.0% | Added |
| Bogart Wealth, LLC | 14,286 | $2.22M | 0.24% | +2,309+19.3% | Added |
| Phillips Financial Management, LLC | 14,319 | $2.23M | 0.23% | +961+7.2% | Added |
| Heron Financial Group, LLC | 14,330 | $2.23M | 1.27% | +20+0.1% | Added |
| Gs Investments, Inc. | 14,365 | $2.23M | 3.05% | +4,980+53.1% | Added |
| Pearl River Capital, LLC | 14,398 | $2.24M | 0.62% | +14,398 | New |
| Warther Private Wealth, LLC | 14,312 | $2.25M | 2.18% | +14,312 | New |
| Mastrapasqua Asset Management Inc | 14,485 | $2.25M | 0.24% | +1,381+10.5% | Added |
| Stonnington Group, LLC | 14,935 | $2.25M | 0.50% | +400+2.8% | Added |
| Pinnacle Wealth Planning Services, Inc. | 14,499 | $2.25M | 0.55% | −20−0.1% | Reduced |
| Peoples Bank | 14,517 | $2.26M | 1.19% | +1,003+7.4% | Added |
| Parkside Financial Bank & Trust | 14,531 | $2.26M | 0.65% | −5,869−28.8% | Reduced |
| Gleason Group, Inc. | 14,537 | $2.26M | 0.82% | +84+0.6% | Added |
| Sugarloaf Wealth Management, LLC | 14,525 | $2.26M | 0.62% | +1,057+7.8% | Added |
| Eqis Capital Management, Inc. | 14,637 | $2.28M | 0.17% | +83+0.6% | Added |
| Hudson Canyon Capital Management | 14,643 | $2.28M | 1.70% | −1,100−7.0% | Reduced |
| LifeSteps Financial, Inc. | 14,653 | $2.28M | 1.75% | +657+4.7% | Added |
| Allworth Financial LP | 14,658 | $2.28M | 0.04% | −4,476−23.4% | Reduced |
| DFPG Investments, LLC | 14,657 | $2.28M | 0.86% | +822+5.9% | Added |
| Mizuho Securities USA LLC | 14,807 | $2.30M | 0.19% | −9,039−37.9% | Reduced |
| Schwarz Dygos Wheeler Investment Advisors LLC | 14,808 | $2.30M | 0.85% | +501+3.5% | Added |
| Cornerstone Wealth Management, LLC | 14,845 | $2.31M | 0.24% | +15+0.1% | Added |
| Intrua Financial, LLC | 14,324 | $2.31M | 0.55% | +89+0.6% | Added |
| Brendel Financial Advisors LLC | 14,980 | $2.33M | 1.28% | −6,925−31.6% | Reduced |
| GFS Advisors, LLC | 14,983 | $2.33M | 0.52% | +1,515+11.2% | Added |
| Pantheon Investment Group, LLC | 15,073 | $2.34M | 1.96% | +62+0.4% | Added |
| Neumann Capital Management, LLC | 15,085 | $2.35M | 1.05% | −600−3.8% | Reduced |
| Karpas Strategies, LLC | 15,121 | $2.35M | 0.83% | +17+0.1% | Added |
| Ethic Inc. | 15,163 | $2.36M | 0.29% | −20,360−57.3% | Reduced |
| Pinnacle Wealth Management Group, Inc. | 15,215 | $2.37M | 1.73% | +15,215 | New |
| Matrix Private Capital Group LLC | 15,224 | $2.37M | 1.30% | −1,221−7.4% | Reduced |
| Fortem Financial Group, LLC | 15,233 | $2.37M | 1.20% | +752+5.2% | Added |
| Crystal Rock Capital Management | 15,243 | $2.37M | 1.23% | 00.0% | Unchanged |
| Asio Capital, LLC | 15,243 | $2.37M | 0.84% | +1,337+9.6% | Added |
| Qtron Investments LLC | 15,304 | $2.38M | 0.60% | −4,304−22.0% | Reduced |
| EPG Wealth Management LLC | 15,302 | $2.38M | 1.01% | +666+4.6% | Added |
| Alaska Permanent Fund Corp | 15,300 | $2.38M | 0.04% | +15,300 | New |
| Cedar Brook Financial Partners, LLC | 15,325 | $2.38M | 0.69% | −118−0.8% | Reduced |
| Boit C F David | 15,329 | $2.38M | 1.82% | +15,329 | New |
| Clarity Wealth Advisors, LLC | 15,365 | $2.39M | 1.24% | +1,370+9.8% | Added |
| Ashton Thomas Private Wealth, LLC | 15,404 | $2.40M | 0.37% | +216+1.4% | Added |
| Riverview Trust Co | 15,410 | $2.40M | 2.53% | −135−0.9% | Reduced |
| Magnolia Capital Advisors LLC | 15,530 | $2.42M | 1.07% | +15,530 | New |
| WBH Advisory Inc | 15,931 | $2.42M | 0.35% | −3,565−18.3% | Reduced |
| Notis-McConarty Edward | 15,558 | $2.42M | 0.90% | −1,375−8.1% | Reduced |
| Accurate Wealth Management, LLC | 15,576 | $2.42M | 2.13% | +15,576 | New |
| Fulcrum Asset Management LLP | – | $2.43M | 1.02% | – | – |
| Twin Lakes Capital Management, LLC | 15,603 | $2.43M | 1.35% | −182−1.2% | Reduced |
| Trinity Legacy Partners, LLC | 15,616 | $2.43M | 0.89% | +10,327+195.3% | Added |
| Moseley Investment Management Inc | 15,650 | $2.43M | 1.20% | −372−2.3% | Reduced |
| Wealth Alliance | 15,676 | $2.44M | 0.57% | −765−4.7% | Reduced |
| Oak Asset Management, LLC | 15,686 | $2.44M | 1.03% | +160+1.0% | Added |
| Coastal Investment Advisors, Inc. | 15,695 | $2.44M | 0.58% | +784+5.3% | Added |
| Game Plan Financial Advisors, LLC | 15,719 | $2.44M | 1.46% | +75+0.5% | Added |
| Bull Street Advisors, LLC | 15,735 | $2.45M | 1.31% | +80+0.5% | Added |
| HWG Holdings LP | 15,741 | $2.45M | 1.25% | −220−1.4% | Reduced |
| Chilton Investment Co LLC | 15,751 | $2.45M | 0.06% | −696−4.2% | Reduced |
| Sandhill Capital Partners LLC | 15,754 | $2.45M | 0.19% | +981+6.6% | Added |
| Seascape Capital Management | 15,759 | $2.45M | 1.28% | −451−2.8% | Reduced |
| Providence Wealth Advisors, LLC | 15,880 | $2.45M | 1.68% | +76+0.5% | Added |
| Connolly Sarah T. | 15,871 | $2.47M | 2.02% | −120−0.8% | Reduced |
| Gilder Gagnon Howe & Co LLC | 15,874 | $2.47M | 0.01% | −1,060−6.3% | Reduced |
| Seeyond | 15,880 | $2.47M | 0.23% | −583−3.5% | Reduced |
| Jump Financial, LLC | 15,920 | $2.48M | 0.24% | −6,910−30.3% | Reduced |
| Birmingham Capital Management Co Inc | 15,925 | $2.48M | 0.91% | −652−3.9% | Reduced |
| Covenant Asset Management, LLC | 15,982 | $2.49M | 0.74% | +307+2.0% | Added |
| Zions Bancorporation, N.A. | 15,993 | $2.49M | 0.25% | −542−3.3% | Reduced |
| Ritter Daniher Financial Advisory, LLC | 15,993 | $2.49M | 1.85% | +30.0% | Added |
| Blue Edge Capital, LLC | 16,002 | $2.49M | 0.52% | −29−0.2% | Reduced |
| Institute for Wealth Management, LLC. | 16,002 | $2.49M | 0.44% | +325+2.1% | Added |
| 44 Wealth Management LLC | 16,011 | $2.49M | 0.96% | −766−4.6% | Reduced |
| Orleans Capital Management Corp | 16,049 | $2.50M | 1.60% | −880−5.2% | Reduced |
| First City Capital Management, Inc. | 15,432 | $2.50M | 1.37% | −258−1.6% | Reduced |
| KCS Wealth Advisory | 16,054 | $2.50M | 1.18% | +27+0.2% | Added |
| Professional Planning | 16,058 | $2.50M | 1.15% | +877+5.8% | Added |
| Strategic Capital Advisers, Inc. | 16,068 | $2.50M | 2.07% | +11+0.1% | Added |
| Sterling Investment Management, Inc. | 16,087 | $2.50M | 1.64% | −3,193−16.6% | Reduced |
| Centre Asset Management, LLC | 16,120 | $2.51M | 1.30% | −3,810−19.1% | Reduced |
| Davidson Trust Co | 16,118 | $2.51M | 1.95% | +12+0.1% | Added |
| RKL Wealth Management LLC | 16,164 | $2.51M | 0.32% | +239+1.5% | Added |
| Cambria Investment Management, L.P. | 16,160 | $2.51M | 0.43% | +2,240+16.1% | Added |
| XML Financial, LLC | 16,181 | $2.52M | 0.55% | −471−2.8% | Reduced |
| Hollencrest Capital Management | 16,274 | $2.53M | 0.23% | −4,889−23.1% | Reduced |
| Hodges Capital Management Inc. | 16,282 | $2.53M | 0.28% | +200+1.2% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 16,291 | $2.53M | 0.14% | −289−1.7% | Reduced |
| Bulltick Wealth Management, LLC | 16,313 | $2.54M | 0.60% | +12,221+298.7% | Added |
| Ironwood Investment Counsel, LLC | 16,333 | $2.54M | 0.68% | +865+5.6% | Added |
| Krilogy Financial LLC | 16,335 | $2.54M | 0.25% | +814+5.2% | Added |
| Martin & Co Inc | 16,361 | $2.54M | 0.63% | −1,100−6.3% | Reduced |
| Falcon Wealth Planning | 16,434 | $2.56M | 1.09% | +12+0.1% | Added |
| DeDora Capital, Inc. | 16,434 | $2.56M | 1.11% | +521+3.3% | Added |
| StoneX Group Inc. | 16,456 | $2.56M | 0.38% | +526+3.3% | Added |
| Quattro Financial Advisors LLC | 16,426 | $2.56M | 0.68% | −1,877−10.3% | Reduced |