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 |
|---|---|---|---|---|---|
| Coastline Trust Co | 19,361 | $3.01M | 0.37% | −52−0.3% | Reduced |
| MV Capital Management, Inc. | 19,363 | $3.01M | 0.51% | +1,235+6.8% | Added |
| Peoples Financial Services Corp. | 19,442 | $3.02M | 1.27% | −13−0.1% | Reduced |
| CNB Bank | 19,484 | $3.03M | 1.90% | +274+1.4% | Added |
| Brightworth | 19,491 | $3.03M | 0.26% | +2,474+14.5% | Added |
| Beaumont Financial Partners, LLC | 19,537 | $3.04M | 0.23% | +231+1.2% | Added |
| Strategic Wealth Designers | 19,562 | $3.04M | 1.08% | +3,973+25.5% | Added |
| Brooks, Moore & Associates, Inc. | 19,588 | $3.05M | 1.94% | +462+2.4% | Added |
| Argent Advisors, Inc. | 19,589 | $3.05M | 1.85% | +1,351+7.4% | Added |
| Clear Creek Financial Management, LLC | 19,595 | $3.05M | 0.47% | +17,659+912.1% | Added |
| Quadrant Private Wealth Management, LLC | 19,645 | $3.06M | 1.24% | +884+4.7% | Added |
| WP Advisors, LLC | 19,686 | $3.06M | 1.28% | +58+0.3% | Added |
| Great Diamond Partners, LLC | 19,720 | $3.07M | 0.87% | +362+1.9% | Added |
| Eclectic Associates Inc | 19,722 | $3.07M | 2.30% | −253−1.3% | Reduced |
| Phoenix Wealth Advisors | 20,035 | $3.07M | 2.22% | −186−0.9% | Reduced |
| Evoke Wealth, LLC | 19,766 | $3.07M | 0.12% | −210−1.1% | Reduced |
| Northstar Advisory Group, LLC | 19,763 | $3.07M | 1.92% | +2,257+12.9% | Added |
| Dumont & Blake Investment Advisors LLC | 19,802 | $3.08M | 0.88% | +89+0.5% | Added |
| IFG Advisory, LLC | 19,815 | $3.08M | 0.34% | −3,259−14.1% | Reduced |
| LS Investment Advisors, LLC | 19,833 | $3.08M | 0.39% | −74,816−79.0% | Reduced |
| Harvey Investment Co LLC | 19,863 | $3.09M | 0.41% | −675−3.3% | Reduced |
| UBP Investment Advisors SA | 19,865 | $3.09M | 1.14% | +7,181+56.6% | Added |
| Fuller & Thaler Asset Management, Inc. | 19,951 | $3.10M | 0.02% | −3,400−14.6% | Reduced |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 20,000 | $3.11M | 1.35% | −20,000−50.0% | Reduced |
| Anson Funds Management LP | 20,000 | $3.11M | 0.37% | +20,000 | New |
| Rowland & Co Investment Counsel | 20,013 | $3.11M | 0.77% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 20,078 | $3.12M | 0.72% | −307−1.5% | Reduced |
| Abacus Planning Group, Inc. | 20,121 | $3.13M | 0.96% | −1,423−6.6% | Reduced |
| Resonant Capital Advisors, LLC | 20,201 | $3.14M | 0.61% | −46−0.2% | Reduced |
| Archer Investment Corp | 20,214 | $3.14M | 1.24% | 00.0% | Unchanged |
| Aull & Monroe Investment Management Corp | 20,254 | $3.15M | 1.50% | 00.0% | Unchanged |
| Wealthsource Partners, LLC | 20,265 | $3.15M | 0.28% | −4,131−16.9% | Reduced |
| First PREMIER Bank | 20,301 | $3.16M | 0.91% | +68+0.3% | Added |
| HGI Capital Management, LLC | 20,324 | $3.16M | 1.22% | −24,297−54.5% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 20,467 | $3.16M | 0.09% | −531−2.5% | Reduced |
| Inverness Counsel LLC | 20,356 | $3.17M | 0.12% | −238−1.2% | Reduced |
| Robertson Stephens Wealth Management, LLC | 20,402 | $3.17M | 0.38% | −3,812−15.7% | Reduced |
| Elgethun Capital Management | 20,434 | $3.18M | 1.09% | +265+1.3% | Added |
| Outfitter Financial LLC | 20,470 | $3.18M | 2.44% | +15+0.1% | Added |
| International Assets Investment Management, LLC | 79,316 | $3.19M | 0.59% | −171,042−68.3% | Reduced |
| Integrated Investment Consultants, LLC | 20,483 | $3.19M | 0.93% | +639+3.2% | Added |
| WMS Partners, LLC | 20,501 | $3.19M | 0.47% | +285+1.4% | Added |
| Indiana Trust & Investment Management CO | 25,109 | $3.19M | 1.75% | +1,414+6.0% | Added |
| Cito Capital Group, LLC | 20,513 | $3.19M | 1.44% | +60.0% | Added |
| Pacifica Partners Inc. | 20,684 | $3.19M | 2.42% | +1,820+9.6% | Added |
| Nicolet Bankshares Inc | 20,524 | $3.19M | 0.84% | +527+2.6% | Added |
| OPSEU Pension Plan Trust Fund | 20,526 | $3.19M | 0.82% | −15,165−42.5% | Reduced |
| Hudson Capital Management LLC | 20,542 | $3.19M | 1.32% | −515−2.4% | Reduced |
| Cohen Investment Advisors LLC | 20,553 | $3.20M | 2.49% | −485−2.3% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 20,558 | $3.20M | 1.07% | +937+4.8% | Added |
| Glen Eagle Advisors, LLC | 20,573 | $3.20M | 0.99% | +2,226+12.1% | Added |
| Barings LLC | 20,576 | $3.20M | 0.07% | −14,639−41.6% | Reduced |
| George Kaiser Family Foundation | 20,588 | $3.20M | 0.52% | −7,785−27.4% | Reduced |
| Leisure Capital Management | 20,601 | $3.20M | 1.79% | −342−1.6% | Reduced |
| Bessemer Securities LLC | 20,670 | $3.21M | 1.26% | +3,750+22.2% | Added |
| VeraBank, N.A. | 20,673 | $3.22M | 1.91% | +854+4.3% | Added |
| Advisors Management Group Inc | 20,712 | $3.22M | 0.96% | −80.0% | Reduced |
| Almanack Investment Partners, LLC. | 20,728 | $3.22M | 0.31% | −3,452−14.3% | Reduced |
| WC Walker & Associates, Inc. | 20,668 | $3.23M | 1.69% | +644+3.2% | Added |
| Sawyer & Company, Inc | 20,739 | $3.23M | 1.51% | −1,540−6.9% | Reduced |
| Intellectus Partners, LLC | 20,744 | $3.23M | 0.73% | −156−0.7% | Reduced |
| Northstar Asset Management LLC | 20,808 | $3.24M | 0.85% | −250−1.2% | Reduced |
| Ashfield Capital Partners, LLC | 20,828 | $3.24M | 0.23% | +396+1.9% | Added |
| Advisor Resource Council | 20,865 | $3.25M | 0.34% | +20,865 | New |
| AMJ Financial Wealth Management | 20,879 | $3.25M | 1.41% | +20,879 | New |
| Columbia Trust Co 01012016 | 20,931 | $3.25M | 1.85% | +494+2.4% | Added |
| Lederer & Associates Investment Counsel | 20,943 | $3.26M | 2.17% | −197−0.9% | Reduced |
| NatWest Group plc | 20,970 | $3.26M | 1.69% | −7,033−25.1% | Reduced |
| Merit Financial Group, LLC | 20,991 | $3.27M | 0.31% | −265−1.2% | Reduced |
| Laurel Wealth Advisors, Inc. | 21,134 | $3.29M | 0.43% | +712+3.5% | Added |
| Avidian Wealth Solutions, LLC | 21,233 | $3.30M | 0.25% | −16−0.1% | Reduced |
| Founders Financial Alliance, LLC | 21,196 | $3.31M | 1.50% | +201+1.0% | Added |
| Adirondack Trust Co | 21,280 | $3.31M | 1.67% | +128+0.6% | Added |
| Investment Partners, Ltd. | 21,313 | $3.31M | 1.51% | +2,506+13.3% | Added |
| Modus Advisors, LLC | 21,430 | $3.33M | 1.40% | +116+0.5% | Added |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 21,432 | $3.33M | 0.83% | +448+2.1% | Added |
| Affinity Wealth Management LLC | 21,822 | $3.34M | 0.66% | −130−0.6% | Reduced |
| New Potomac Partners, LLC | 21,450 | $3.34M | 2.27% | +95+0.4% | Added |
| McKinley Carter Wealth Services, Inc. | 21,505 | $3.35M | 0.28% | −819−3.7% | Reduced |
| Proquility Private Wealth Partners, LLC | 21,528 | $3.35M | 1.26% | +439+2.1% | Added |
| Farr Miller & Washington LLC | 21,592 | $3.36M | 0.22% | +140+0.7% | Added |
| HBK Investments L P | 21,631 | $3.36M | 0.03% | +7,516+53.2% | Added |
| Court Place Advisors, LLC | 21,686 | $3.37M | 0.98% | −225−1.0% | Reduced |
| Canton Hathaway, LLC | 21,705 | $3.38M | 0.99% | −429−1.9% | Reduced |
| Manchester Capital Management LLC | 21,737 | $3.38M | 0.47% | −57−0.3% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 21,755 | $3.38M | 2.34% | +344+1.6% | Added |
| Cascadia Advisory Services, LLC | 21,771 | $3.39M | 0.73% | +1,081+5.2% | Added |
| Oarsman Capital, Inc. | 21,829 | $3.40M | 1.35% | −2,092−8.7% | Reduced |
| Wunderlich Capital Managemnt | 21,866 | $3.40M | 1.72% | +14+0.1% | Added |
| First United Bank Trust | 21,978 | $3.42M | 1.43% | −1,169−5.1% | Reduced |
| Kovack Advisors, Inc. | 21,982 | $3.42M | 0.39% | +1,433+7.0% | Added |
| Wealthcare Advisory Partners LLC | 21,997 | $3.42M | 0.23% | −643−2.8% | Reduced |
| Balasa Dinverno & Foltz LLC | 22,086 | $3.44M | 0.25% | −13,918−38.7% | Reduced |
| Sutton Wealth Advisors Inc. | 22,256 | $3.46M | 1.26% | +137+0.6% | Added |
| Magnus Financial Group LLC | 22,273 | $3.46M | 0.76% | −2,262−9.2% | Reduced |
| Beaton Management Co. Inc. | 22,284 | $3.47M | 2.20% | −100−0.4% | Reduced |
| Armor Investment Advisors, LLC | 22,283 | $3.47M | 2.09% | −43−0.2% | Reduced |
| Claraphi Advisory Network, LLC | 22,330 | $3.47M | 1.05% | +1,057+5.0% | Added |
| Grove Bank & Trust | 22,354 | $3.48M | 0.75% | −20−0.1% | Reduced |
| Coe Capital Management, LLC | 22,386 | $3.48M | 3.28% | −693−3.0% | Reduced |