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; 5,158 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 | 5,158 | $643.7B |
| Q1 2026 | 5,103 | $572.0B |
| Q4 2025 | 5,154 | $639.5B |
| Q3 2025 | 4,765 | $618.0B |
| Q2 2025 | 4,752 | $582.4B |
| Q1 2025 | 4,679 | $494.6B |
| Q4 2024 | 4,680 | $490.0B |
| Q3 2024 | 4,215 | $429.4B |
| Q2 2024 | 4,181 | $416.2B |
| Q1 2024 | 4,120 | $414.5B |
| Q4 2023 | 4,001 | $351.8B |
| Q3 2023 | 3,710 | $297.0B |
| Q2 2023 | 3,672 | $297.6B |
| Q1 2023 | 3,612 | $266.3B |
| Q4 2022 | 3,628 | $278.3B |
| Q3 2022 | 3,395 | $212.9B |
| Q2 2022 | 3,427 | $229.3B |
| Q1 2022 | 3,519 | $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 |
|---|---|---|---|---|---|
| Poehling Capital Management, LLC | 22,393 | $3.48M | 1.11% | −118−0.5% | Reduced |
| Investment Research & Advisory Group, Inc. | 22,439 | $3.49M | 2.33% | +20.0% | Added |
| Valmark Advisers, Inc. | 22,441 | $3.49M | 0.06% | +476+2.2% | Added |
| Pavion Blue Capital, LLC | 22,442 | $3.49M | 2.14% | −368−1.6% | Reduced |
| Fairhaven Wealth Management, LLC | 22,462 | $3.49M | 1.39% | +919+4.3% | Added |
| Heritage Way Advisors, LLC | 22,473 | $3.50M | 1.44% | −315−1.4% | Reduced |
| Anchor Investment Management, LLC | 22,552 | $3.51M | 0.49% | +1,834+8.9% | Added |
| Gradient Capital Advisors, LLC | 22,553 | $3.51M | 1.64% | +216+1.0% | Added |
| Harbor Advisory Corp | 22,563 | $3.51M | 1.58% | +1,401+6.6% | Added |
| HCR Wealth Advisors | 22,591 | $3.51M | 0.61% | +1,540+7.3% | Added |
| Piscataqua Savings Bank | 22,601 | $3.52M | 3.01% | −116−0.5% | Reduced |
| Essex Savings Bank | 21,411 | $3.52M | 1.36% | −254−1.2% | Reduced |
| Norway Savings Bank | 22,619 | $3.52M | 1.71% | +75+0.3% | Added |
| Compton Wealth Advisory Group, LLC | 22,617 | $3.52M | 1.64% | +273+1.2% | Added |
| Blue Fin Capital, Inc. | 22,625 | $3.52M | 1.08% | −402−1.7% | Reduced |
| Aspen Investment Management Inc | 22,623 | $3.52M | 1.84% | −67−0.3% | Reduced |
| McMillion Capital Management Inc | 22,739 | $3.54M | 1.93% | −1,041−4.4% | Reduced |
| Cobblestone Capital Advisors LLC | 22,787 | $3.54M | 0.24% | −79−0.3% | Reduced |
| NEXT Financial Group, Inc | 22,813 | $3.55M | 0.28% | +992+4.5% | Added |
| Peddock Capital Advisors, LLC | 23,438 | $3.56M | 1.24% | −285−1.2% | Reduced |
| Liberty Capital Management, Inc. | 22,866 | $3.56M | 1.08% | −299−1.3% | Reduced |
| Rehmann Capital Advisory Group | 22,771 | $3.56M | 0.34% | −1,653−6.8% | Reduced |
| Newman Dignan & Sheerar, Inc. | 22,902 | $3.56M | 1.21% | −239−1.0% | Reduced |
| Independent Financial Group, LLC | 22,911 | $3.56M | 0.38% | +1,287+6.0% | Added |
| Marietta Investment Partners LLC | 22,954 | $3.57M | 0.81% | +770+3.5% | Added |
| Butensky & Cohen Financial Security, Inc | 22,967 | $3.57M | 1.42% | −264−1.1% | Reduced |
| Union Heritage Capital, LLC | 23,000 | $3.58M | 1.67% | +4,700+25.7% | Added |
| TrimTabs Asset Management, LLC | 23,281 | $3.59M | 1.83% | −1,727−6.9% | Reduced |
| Nichols & Pratt Advisers LLP | 23,093 | $3.59M | 0.27% | +725+3.2% | Added |
| TCG Advisory Services, LLC | 23,103 | $3.59M | 0.97% | −2,397−9.4% | Reduced |
| WD Rutherford LLC | 23,135 | $3.60M | 2.00% | +160+0.7% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 23,131 | $3.60M | 0.18% | +914+4.1% | Added |
| Spirit of America Management Corp | 23,142 | $3.60M | 0.77% | −750−3.1% | Reduced |
| SOA Wealth Advisors, LLC. | 23,158 | $3.60M | 0.93% | −383−1.6% | Reduced |
| Hayek Kallen Investment Management | 23,336 | $3.63M | 1.53% | +120+0.5% | Added |
| SlateStone Wealth, LLC | 23,342 | $3.63M | 0.83% | −1,538−6.2% | Reduced |
| Selective Wealth Management, Inc. | 23,363 | $3.63M | 2.90% | −4,531−16.2% | Reduced |
| 55I, LLC | 23,383 | $3.64M | 0.13% | +3,336+16.6% | Added |
| FLC Capital Advisors | 23,473 | $3.65M | 1.07% | −602−2.5% | Reduced |
| Csenge Advisory Group | 23,291 | $3.66M | 0.33% | +3,314+16.6% | Added |
| Geier Asset Management, Inc. | 23,528 | $3.66M | 2.56% | −679−2.8% | Reduced |
| Optimum Investment Advisors | 23,543 | $3.66M | 1.14% | −6,392−21.4% | Reduced |
| First Business Financial Services, Inc. | 23,567 | $3.67M | 0.43% | +2,255+10.6% | Added |
| Pathstone Family Office, LLC | 23,585 | $3.67M | 0.11% | +4,424+23.1% | Added |
| Select Asset Management & Trust | 23,605 | $3.67M | 2.08% | −14,960−38.8% | Reduced |
| Coastal Bridge Advisors, LLC | 23,601 | $3.67M | 0.75% | +1,026+4.5% | Added |
| Tokio Marine Asset Management Co Ltd | 23,602 | $3.67M | 0.34% | +1,292+5.8% | Added |
| S&CO Inc | 23,655 | $3.68M | 0.29% | 00.0% | Unchanged |
| Vaughan Nelson Investment Management, L.P. | 23,670 | $3.68M | 0.04% | +2,025+9.4% | Added |
| Nomura Holdings Inc | 24,143 | $3.69M | 0.03% | +23,917+10,582.7% | Added |
| First Commonwealth Financial Corp | 23,697 | $3.69M | 1.29% | −72−0.3% | Reduced |
| Monetary Management Group Inc | 23,709 | $3.69M | 1.11% | −100−0.4% | Reduced |
| X-Square Capital, LLC | 23,817 | $3.70M | 1.76% | +4,150+21.1% | Added |
| RDA Financial Network | 23,792 | $3.70M | 1.63% | +78+0.3% | Added |
| Bank of Stockton | 23,817 | $3.70M | 1.12% | −533−2.2% | Reduced |
| Quadrant Capital Group LLC | 23,920 | $3.72M | 0.54% | −2,023−7.8% | Reduced |
| BFSG, LLC | 23,980 | $3.73M | 0.67% | +950+4.1% | Added |
| Roanoke Asset Management Corp | 24,026 | $3.74M | 1.30% | +4,120+20.7% | Added |
| IMA Wealth, Inc. | 24,112 | $3.75M | 0.88% | +3,945+19.6% | Added |
| Winch Advisory Services, LLC | 24,127 | $3.75M | 1.35% | +563+2.4% | Added |
| Harbor Advisors LLC | 24,148 | $3.76M | 0.74% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 24,178 | $3.76M | 0.31% | −528−2.1% | Reduced |
| Aspiriant, LLC | 24,201 | $3.76M | 0.21% | +1,592+7.0% | Added |
| Odey Asset Management Group Ltd | 24,225 | $3.77M | 0.85% | −30,600−55.8% | Reduced |
| Gables Capital Management Inc. | 24,241 | $3.77M | 2.58% | −5,834−19.4% | Reduced |
| Deseret Mutual Benefit Administrators | 24,336 | $3.79M | 0.92% | +24,336 | New |
| Ameritas Investment Company, LLC | 12,962 | $3.79M | 0.18% | −16,647−56.2% | Reduced |
| Patton Albertson Miller Group, LLC | 24,350 | $3.79M | 0.86% | +1,419+6.2% | Added |
| Lee Danner & Bass Inc | 24,400 | $3.79M | 0.34% | +853+3.6% | Added |
| Nwam LLC | 24,450 | $3.80M | 0.35% | −284−1.1% | Reduced |
| Curbstone Financial Management Corp | 24,462 | $3.81M | 0.71% | −100−0.4% | Reduced |
| Claro Advisors LLC | 24,462 | $3.81M | 1.71% | +520+2.2% | Added |
| West Oak Capital, LLC | 24,512 | $3.81M | 1.50% | −80−0.3% | Reduced |
| Procyon Private Wealth Partners, LLC | 24,517 | $3.81M | 1.04% | +1,551+6.8% | Added |
| Strategic Wealth Partners, Ltd. | 24,534 | $3.82M | 1.25% | +3,861+18.7% | Added |
| Walled Lake Planning & Wealth Management, LLC | 24,541 | $3.82M | 2.48% | +148+0.6% | Added |
| Atlantic Trust, LLC | 24,546 | $3.82M | 2.49% | −119−0.5% | Reduced |
| ARGI Investment Services, LLC | 24,552 | $3.82M | 0.13% | +869+3.7% | Added |
| Sanders Morris Harris LLC | 24,662 | $3.82M | 0.74% | +17,408+240.0% | Added |
| Cary Street Partners Asset Management LLC | 24,595 | $3.83M | 0.91% | −133,248−84.4% | Reduced |
| Blume Capital Management, Inc. | 24,600 | $3.83M | 1.40% | +2,775+12.7% | Added |
| RFG Advisory, LLC | 24,604 | $3.83M | 0.34% | +851+3.6% | Added |
| Evermay Wealth Management LLC | 24,621 | $3.83M | 0.71% | −258−1.0% | Reduced |
| Pekin Hardy Strauss, Inc. | 24,629 | $3.83M | 0.54% | +6,945+39.3% | Added |
| Boston Research & Management Inc | 24,688 | $3.84M | 1.16% | +210+0.9% | Added |
| Zevenbergen Capital Investments LLC | 24,733 | $3.85M | 0.07% | −1,745−6.6% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 24,742 | $3.85M | 1.87% | −4,170−14.4% | Reduced |
| Signet Investment Advisory Group, Inc. | 24,822 | $3.86M | 2.49% | +1,786+7.8% | Added |
| Orion Portfolio Solutions, LLC | 24,965 | $3.88M | 0.15% | +3,280+15.1% | Added |
| B. Riley Wealth Management, Inc. | 202,804 | $3.90M | 0.43% | +14,836+7.9% | Added |
| Malaga Cove Capital, LLC | 25,128 | $3.91M | 1.68% | +264+1.1% | Added |
| Papp L Roy & Associates | 25,130 | $3.91M | 0.49% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 25,157 | $3.91M | 0.06% | −41,073−62.0% | Reduced |
| Hudson Value Partners, LLC | 25,168 | $3.92M | 2.16% | +45+0.2% | Added |
| Creegan & Nassoura Financial Group, LLC | 25,178 | $3.92M | 3.35% | −796−3.1% | Reduced |
| Eagle Capital Management, LLC | 25,176 | $3.92M | 1.11% | +406+1.6% | Added |
| Eisler Capital (UK) Ltd. | 25,189 | $3.92M | 0.79% | +17,087+210.9% | Added |
| High Note Wealth, LLC | 25,211 | $3.92M | 1.42% | +274+1.1% | Added |
| Flagship Harbor Advisors, LLC | 25,230 | $3.92M | 0.42% | +149+0.6% | Added |
| Capital Investment Advisory Services, LLC | 25,229 | $3.92M | 0.49% | +213+0.9% | Added |