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 |
|---|---|---|---|---|---|
| 180 Wealth Advisors, LLC | 16,098 | $2.56M | 0.59% | +228+1.4% | Added |
| Aberdeen Wealth Management LLC | 16,489 | $2.56M | 2.36% | −10−0.1% | Reduced |
| Arete Wealth Advisors, LLC | 18,391 | $2.57M | 0.36% | +406+2.3% | Added |
| Gerber Kawasaki Wealth & Investment Management | 16,577 | $2.58M | 0.26% | −872−5.0% | Reduced |
| Guardian Investment Management | 16,584 | $2.58M | 1.76% | 00.0% | Unchanged |
| Delta Asset Management LLC | 16,594 | $2.58M | 0.25% | −898−5.1% | Reduced |
| Ayalon Holdings Ltd. | 16,431 | $2.58M | 0.86% | +2,088+14.6% | Added |
| Benedict Financial Advisors Inc | 16,605 | $2.58M | 0.72% | +930+5.9% | Added |
| Weik Capital Management | 16,610 | $2.58M | 1.01% | +340+2.1% | Added |
| Everett Harris & Co | 16,639 | $2.59M | 0.04% | −1,270−7.1% | Reduced |
| Cornerstone Advisory, LLC | 16,655 | $2.59M | 0.44% | +635+4.0% | Added |
| Aries Wealth Management | 16,708 | $2.60M | 1.11% | −367−2.1% | Reduced |
| Rollins Financial | 16,722 | $2.60M | 0.95% | +873+5.5% | Added |
| CFM Wealth Partners LLC | 16,778 | $2.61M | 0.69% | −58−0.3% | Reduced |
| SWS Partners | 16,805 | $2.61M | 1.70% | −5,734−25.4% | Reduced |
| Center for Financial Planning, Inc. | 17,004 | $2.65M | 0.65% | −47−0.3% | Reduced |
| TCI Wealth Advisors, Inc. | 17,009 | $2.65M | 0.46% | +1,895+12.5% | Added |
| StrategIQ Financial Group, LLC | 17,018 | $2.65M | 0.52% | −240−1.4% | Reduced |
| Exane Derivatives | 17,085 | $2.66M | 0.62% | +190+1.1% | Added |
| GFG Capital, LLC | 17,113 | $2.66M | 0.80% | +210+1.2% | Added |
| Key Financial Inc | 17,590 | $2.67M | 1.49% | +400+2.3% | Added |
| NVWM, LLC | 17,184 | $2.67M | 0.96% | +522+3.1% | Added |
| Tandem Capital Management Corp | 17,213 | $2.68M | 1.69% | −10−0.1% | Reduced |
| Red Cedar Investment Management, LLC | 17,211 | $2.68M | 0.36% | 00.0% | Unchanged |
| Field & Main Bank | 17,221 | $2.68M | 1.72% | +264+1.6% | Added |
| Arbor Trust Wealth Advisors, LLC | 17,246 | $2.68M | 1.68% | +245+1.4% | Added |
| Strategic Blueprint, LLC | 17,277 | $2.69M | 0.43% | +1,710+11.0% | Added |
| Americana Partners, LLC | 17,319 | $2.69M | 1.37% | −24−0.1% | Reduced |
| MACRO Consulting Group | 17,309 | $2.69M | 1.39% | −1,827−9.5% | Reduced |
| Lake Street Advisors Group, LLC | 16,665 | $2.70M | 0.20% | −63−0.4% | Reduced |
| Rational Advisors LLC | 17,351 | $2.70M | 0.32% | +447+2.6% | Added |
| Doliver Advisors, LP | 17,398 | $2.71M | 0.90% | +4,936+39.6% | Added |
| Emfo, LLC | 17,420 | $2.71M | 2.37% | +17,420 | New |
| Financial Architects, Inc | 17,439 | $2.71M | 0.39% | +1,604+10.1% | Added |
| Next Capital Management LLC | 17,445 | $2.71M | 1.73% | −3,879−18.2% | Reduced |
| Raab & Moskowitz Asset Management LLC | 17,539 | $2.73M | 1.00% | +238+1.4% | Added |
| Laffer Tengler Investments | 17,581 | $2.73M | 1.02% | −3,389−16.2% | Reduced |
| Investment Advisory Services Inc | 17,638 | $2.74M | 1.69% | +17,638 | New |
| Edgewood Management LLC | 17,664 | $2.75M | 0.00% | −150−0.8% | Reduced |
| Spreng Capital Management, Inc. | 17,665 | $2.75M | 1.78% | +388+2.2% | Added |
| AllGen Financial Advisors, Inc. | 17,680 | $2.75M | 2.11% | −42,089−70.4% | Reduced |
| Financial Planning & Information Services, Inc. | 17,681 | $2.75M | 0.81% | −111−0.6% | Reduced |
| Eads & Heald Wealth Management | 17,802 | $2.77M | 1.35% | −312−1.7% | Reduced |
| Moser Wealth Advisors, LLC | 17,823 | $2.77M | 1.78% | +175+1.0% | Added |
| JBJ Investment Partners, LLC | 17,838 | $2.77M | 0.57% | −1,899−9.6% | Reduced |
| GYL Financial Synergies, LLC | 17,978 | $2.80M | 1.44% | +20+0.1% | Added |
| A. D. Beadell Investment Counsel, Inc. | 18,000 | $2.80M | 1.77% | −175−1.0% | Reduced |
| Burleson & Company, LLC | 17,998 | $2.80M | 0.42% | +15+0.1% | Added |
| Acropolis Investment Management, LLC | 18,011 | $2.80M | 0.27% | +107+0.6% | Added |
| St. Louis Trust Co | 18,050 | $2.81M | 0.70% | 00.0% | Unchanged |
| IPG Investment Advisors LLC | 18,056 | $2.81M | 0.82% | −1,556−7.9% | Reduced |
| Financial Advocates Investment Management | 18,123 | $2.81M | 0.20% | −13,011−41.8% | Reduced |
| Amica Retiree Medical Trust | 18,080 | $2.81M | 1.78% | −3,881−17.7% | Reduced |
| SkyView Investment Advisors, LLC | 18,475 | $2.81M | 1.31% | 00.0% | Unchanged |
| Golden State Equity Partners | 18,126 | $2.82M | 1.09% | +1,136+6.7% | Added |
| Aldebaran Financial Inc. | 18,032 | $2.82M | 2.48% | +274+1.5% | Added |
| Connecticut Wealth Management, LLC | 18,144 | $2.82M | 0.25% | +18,144 | New |
| Soltis Investment Advisors LLC | 18,165 | $2.83M | 0.45% | +1,721+10.5% | Added |
| Knott David M | 18,170 | $2.83M | 1.09% | +2,700+17.5% | Added |
| Holderness Investments Co | 18,224 | $2.83M | 0.94% | +353+2.0% | Added |
| Continental Advisors LLC | 18,235 | $2.84M | 2.01% | −2,155−10.6% | Reduced |
| Secure Asset Management, LLC | 18,237 | $2.84M | 1.44% | +282+1.6% | Added |
| Boltwood Capital Management | 18,270 | $2.84M | 1.18% | −143−0.8% | Reduced |
| Octavia Wealth Advisors, LLC | 18,312 | $2.85M | 0.75% | +346+1.9% | Added |
| West Paces Advisors Inc. | 18,312 | $2.85M | 1.05% | −332−1.8% | Reduced |
| Minot Wealth Management LLC | 18,316 | $2.85M | 0.62% | +3,824+26.4% | Added |
| Sage Mountain Advisors LLC | 18,357 | $2.85M | 0.47% | +1,231+7.2% | Added |
| RB Capital Management, LLC | 18,423 | $2.87M | 1.10% | +759+4.3% | Added |
| Certified Advisory Corp | 18,423 | $2.87M | 0.72% | +913+5.2% | Added |
| Alaethes Wealth LLC | 18,499 | $2.88M | 2.22% | +458+2.5% | Added |
| Smith, Moore & Co. | 18,505 | $2.88M | 0.43% | +295+1.6% | Added |
| Front Street Capital Management, Inc. | 18,530 | $2.88M | 0.52% | −1,580−7.9% | Reduced |
| Home Federal Bank of Tennessee | 18,537 | $2.88M | 1.04% | −800−4.1% | Reduced |
| Peachtree Investment Partners, LLC | 18,565 | $2.89M | 1.41% | −1,186−6.0% | Reduced |
| Valley Brook Capital Group | 18,574 | $2.89M | 2.75% | +560+3.1% | Added |
| Valley National Advisers Inc | 18,598 | $2.89M | 0.53% | −172−0.9% | Reduced |
| Wambolt & Associates, LLC | 18,463 | $2.90M | 1.23% | +4,549+32.7% | Added |
| Good Life Advisors, LLC | 18,716 | $2.91M | 0.55% | −237−1.3% | Reduced |
| Graybill Bartz & Assoc Ltd | 18,755 | $2.92M | 1.44% | +99+0.5% | Added |
| Prelude Capital Management, LLC | 18,770 | $2.92M | 0.16% | −6,790−26.6% | Reduced |
| Intercontinental Wealth Advisors, LLC | 18,808 | $2.92M | 0.58% | +596+3.3% | Added |
| Atlas Private Wealth Management | 18,825 | $2.93M | 1.81% | +1,261+7.2% | Added |
| Dillon & Associates Inc | 18,782 | $2.93M | 0.57% | +197+1.1% | Added |
| Quest Capital Management Inc | 18,845 | $2.93M | 0.58% | +577+3.2% | Added |
| Condor Capital Management | 18,850 | $2.93M | 0.32% | −522−2.7% | Reduced |
| Sawtooth Solutions, LLC | 18,854 | $2.93M | 0.58% | +2,484+15.2% | Added |
| Keystone Financial Group | 18,934 | $2.94M | 0.53% | −717−3.6% | Reduced |
| Miller Investment Management, LP | 18,935 | $2.94M | 0.51% | 00.0% | Unchanged |
| Sabadell Asset Management, S.A S.G.I.I.C | 18,947 | $2.95M | 0.51% | +18,947 | New |
| YHB Investment Advisors, Inc. | 18,986 | $2.95M | 0.25% | +379+2.0% | Added |
| Mission Wealth Management, LP | 19,007 | $2.96M | 0.16% | +559+3.0% | Added |
| Boston Financial Mangement LLC | 19,026 | $2.96M | 0.12% | +92+0.5% | Added |
| Cary Street Partner Investment Advisory LLC | 19,167 | $2.98M | 0.96% | +9,701+102.5% | Added |
| O'Dell Group, LLC | 19,226 | $2.99M | 0.95% | +708+3.8% | Added |
| Vivaldi Capital Management, LLC | 18,696 | $2.99M | 0.60% | −1,327−6.6% | Reduced |
| Landmark Financial Advisors, LLC | 19,229 | $2.99M | 1.43% | +319+1.7% | Added |
| Stableford Capital II LLC | 19,232 | $2.99M | 1.43% | +572+3.1% | Added |
| Sargent Investment Group, LLC | 19,252 | $2.99M | 0.71% | +203+1.1% | Added |
| Terra Nova Asset Management LLC | 19,296 | $3.00M | 2.58% | −1,915−9.0% | Reduced |
| Signature Wealth Management Partners, LLC | 19,303 | $3.00M | 2.73% | −2,459−11.3% | Reduced |