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 |
|---|---|---|---|---|---|
| PDS Planning, Inc | 25,261 | $3.93M | 0.96% | +40+0.2% | Added |
| Laidlaw Wealth Management LLC | 25,361 | $3.94M | 1.02% | +122+0.5% | Added |
| Mount Vernon Associates Inc | 25,432 | $3.96M | 3.63% | +100.0% | Added |
| Founders Capital Management | 25,456 | $3.96M | 2.58% | −71−0.3% | Reduced |
| Fiera Capital Corp | 25,468 | $3.96M | 0.01% | −19−0.1% | Reduced |
| Capital Planning Advisors, LLC | 25,477 | $3.96M | 0.81% | −1,073−4.0% | Reduced |
| Am Investment Strategies LLC | 25,542 | $3.97M | 1.02% | −731−2.8% | Reduced |
| Gladstone Institutional Advisory LLC | 25,636 | $3.99M | 0.48% | +7,905+44.6% | Added |
| Burney Co | 25,688 | $4.00M | 0.19% | −76−0.3% | Reduced |
| Hixon Zuercher, LLC | 25,691 | $4.00M | 2.40% | +14,139+122.4% | Added |
| Greenline Partners, LLC | 25,745 | $4.00M | 0.82% | +247+1.0% | Added |
| Wealthspire Advisors, LLC | 25,786 | $4.01M | 0.11% | −32,593−55.8% | Reduced |
| RMR Wealth Builders | 25,786 | $4.01M | 1.31% | −2,962−10.3% | Reduced |
| Hengehold Capital Management LLC | 25,795 | $4.01M | 0.53% | +735+2.9% | Added |
| Parisi Gray Wealth Management | 25,878 | $4.03M | 1.47% | −1,758−6.4% | Reduced |
| NewSquare Capital LLC | 25,898 | $4.03M | 0.48% | +2,263+9.6% | Added |
| Nicollet Investment Management, Inc. | 25,908 | $4.03M | 1.64% | −89−0.3% | Reduced |
| Little House Capital LLC | 25,965 | $4.04M | 2.18% | −13,292−33.9% | Reduced |
| Eos Management, L.P. | 26,000 | $4.04M | 2.15% | 00.0% | Unchanged |
| Carderock Capital Management Inc | 26,035 | $4.05M | 1.11% | −71−0.3% | Reduced |
| 9258 Wealth Management, LLC | 26,111 | $4.06M | 1.09% | +826+3.3% | Added |
| Mayflower Financial Advisors, LLC | 26,185 | $4.07M | 0.57% | −676−2.5% | Reduced |
| Proequities, Inc. | 26,209 | $4.08M | 0.26% | +1,616+6.6% | Added |
| Shoker Investment Counsel, Inc. | 26,364 | $4.10M | 2.05% | +236+0.9% | Added |
| SkyOak Wealth, LLC | 26,374 | $4.10M | 1.10% | −414−1.5% | Reduced |
| Atlas Brown,Inc. | 26,423 | $4.11M | 1.78% | +753+2.9% | Added |
| Johanson Financial Advisors, Inc. | 26,448 | $4.11M | 1.39% | +545+2.1% | Added |
| ProVise Management Group, LLC | 26,467 | $4.12M | 0.42% | −537−2.0% | Reduced |
| Ulysses Management LLC | 26,500 | $4.12M | 0.69% | +20,500+341.7% | Added |
| United Bank | 26,505 | $4.12M | 2.78% | +223+0.8% | Added |
| Independence Bank of Kentucky | 26,513 | $4.12M | 1.83% | −359−1.3% | Reduced |
| Allen Capital Group, LLC | 26,608 | $4.14M | 0.85% | +1,948+7.9% | Added |
| FourThought Financial, LLC | 26,633 | $4.14M | 0.55% | −12,334−31.7% | Reduced |
| Arlington Financial Advisors, LLC | 26,630 | $4.14M | 1.57% | +1,903+7.7% | Added |
| Sterling Investment Advisors, Ltd. | 26,731 | $4.16M | 1.22% | +15+0.1% | Added |
| Capital Asset Advisory Services LLC | 26,773 | $4.16M | 0.46% | −2,231−7.7% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 26,796 | $4.17M | 0.98% | +1,722+6.9% | Added |
| Nikulski Financial, Inc. | 27,271 | $4.17M | 1.94% | −877−3.1% | Reduced |
| Nachman Norwood & Parrott, Inc | 26,811 | $4.17M | 0.42% | −75−0.3% | Reduced |
| NTV Asset Management LLC | 26,861 | $4.18M | 0.74% | −308−1.1% | Reduced |
| High Pines Wealth Management, LLC | 26,869 | $4.18M | 3.15% | +429+1.6% | Added |
| Scott & Selber, Inc. | 26,877 | $4.18M | 1.60% | −324−1.2% | Reduced |
| J. W. Coons Advisors, LLC | 26,935 | $4.19M | 1.48% | −554−2.0% | Reduced |
| JT Stratford LLC | 26,991 | $4.20M | 1.34% | +283+1.1% | Added |
| Old Port Advisors | 27,086 | $4.20M | 1.51% | −110−0.4% | Reduced |
| Canvas Wealth Advisors, LLC | 27,089 | $4.21M | 1.89% | +1,988+7.9% | Added |
| Argus Investors' Counsel, Inc. | 27,252 | $4.24M | 1.72% | −1,868−6.4% | Reduced |
| Convergence Investment Partners, LLC | 27,251 | $4.24M | 1.82% | +423+1.6% | Added |
| American National Registered Investment Advisor, Inc. | 27,328 | $4.25M | 1.52% | −790−2.8% | Reduced |
| Hall Capital Management Co Inc | 27,353 | $4.25M | 2.75% | +27,353 | New |
| Morgan Jess S & Co Inc | 27,374 | $4.26M | 2.80% | −328−1.2% | Reduced |
| Bank Hapoalim BM | 27,400 | $4.26M | 0.49% | −1,231−4.3% | Reduced |
| Baker Tilly Wealth Management, LLC | 27,433 | $4.27M | 0.69% | +456+1.7% | Added |
| Charles Schwab Trust Co | 27,450 | $4.27M | 0.84% | +2,928+11.9% | Added |
| Violich Capital Management, Inc. | 27,493 | $4.28M | 0.72% | +2,545+10.2% | Added |
| Cramer Rosenthal McGlynn LLC | 27,505 | $4.28M | 0.14% | −4,979−15.3% | Reduced |
| Goodwin Daniel L | 27,552 | $4.29M | 2.04% | +322+1.2% | Added |
| Comerica Securities,inc. | 27,594 | $4.29M | 0.32% | −13,768−33.3% | Reduced |
| GSB Wealth Management, LLC | 27,596 | $4.29M | 1.34% | +301+1.1% | Added |
| tru Independence LLC | 27,613 | $4.29M | 1.27% | −5,151−15.7% | Reduced |
| Trust Asset Management LLC | 27,743 | $4.32M | 0.59% | +3,200+13.0% | Added |
| Zurich Insurance Group Ltd | 27,800 | $4.32M | 0.05% | 00.0% | Unchanged |
| Act Two Investors LLC | 27,912 | $4.34M | 0.85% | −68−0.2% | Reduced |
| Hudock, Inc. | 27,944 | $4.35M | 1.29% | +462+1.7% | Added |
| Credit Capital Investments LLC | 28,000 | $4.36M | 3.76% | −2,500−8.2% | Reduced |
| Platform Technology Partners | 28,005 | $4.36M | 1.79% | +28,005 | New |
| Chesapeake Wealth Management | 28,014 | $4.36M | 1.41% | −1,107−3.8% | Reduced |
| Markston International LLC | 28,062 | $4.37M | 2.65% | −92,843−76.8% | Reduced |
| Tiemann Investment Advisors, LLC | 28,114 | $4.37M | 2.05% | −435−1.5% | Reduced |
| Altfest L J & Co Inc | 28,185 | $4.38M | 0.95% | +275+1.0% | Added |
| Centiva Capital, LP | 28,225 | $4.39M | 0.34% | +8,718+44.7% | Added |
| Mathes Company, Inc. | 28,263 | $4.40M | 1.58% | −540−1.9% | Reduced |
| Smithfield Trust Co | 28,473 | $4.43M | 0.29% | −3,264−10.3% | Reduced |
| Canal Capital Management, LLC | 28,522 | $4.44M | 1.28% | +259+0.9% | Added |
| Hilltop Holdings Inc. | 28,679 | $4.46M | 0.50% | +3,822+15.4% | Added |
| Origin Asset Management LLP | 28,672 | $4.46M | 0.50% | +5,500+23.7% | Added |
| Lafayette Investments, Inc. | 28,724 | $4.47M | 1.22% | +471+1.7% | Added |
| Pitcairn Co | 28,829 | $4.48M | 0.30% | −364−1.2% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 28,892 | $4.49M | 1.50% | +605+2.1% | Added |
| Winning Points Advisors, LLC | 28,890 | $4.50M | 3.37% | −3,700−11.4% | Reduced |
| Ritholtz Wealth Management | 28,913 | $4.50M | 0.32% | +3,980+16.0% | Added |
| Van Den Berg Management I, Inc | 28,917 | $4.50M | 0.88% | −441−1.5% | Reduced |
| Cornerstone Wealth Group, LLC | 30,633 | $4.50M | 0.92% | +900+3.0% | Added |
| Arkadios Wealth Advisors | 28,972 | $4.51M | 0.55% | +6,043+26.4% | Added |
| Shelter Mutual Insurance Co | 29,000 | $4.51M | 1.26% | 00.0% | Unchanged |
| Enterprise Bank & Trust Co | 29,085 | $4.52M | 1.79% | −875−2.9% | Reduced |
| Alta Capital Management LLC | 29,140 | $4.53M | 0.13% | +1,764+6.4% | Added |
| Gries Financial LLC | 29,998 | $4.54M | 1.46% | −166−0.6% | Reduced |
| Checchi Capital Advisers, LLC | 29,246 | $4.55M | 0.56% | −1,077−3.6% | Reduced |
| Trustcore Financial Services, LLC | 29,295 | $4.56M | 0.48% | −295−1.0% | Reduced |
| Reliant Investment Management, LLC | 29,390 | $4.57M | 2.10% | −275−0.9% | Reduced |
| Amarillo National Bank | 29,442 | $4.58M | 1.31% | −240−0.8% | Reduced |
| Sheets Smith Wealth Management | 29,440 | $4.58M | 0.62% | +349+1.2% | Added |
| Kavar Capital Partners Group, LLC | 29,570 | $4.60M | 1.11% | +1,015+3.6% | Added |
| Goelzer Investment Management, Inc. | 29,584 | $4.60M | 0.38% | +2,631+9.8% | Added |
| AAFMAA Wealth Management & Trust LLC | 29,672 | $4.62M | 2.12% | +10,941+58.4% | Added |
| Brookmont Capital Management | 29,688 | $4.62M | 2.79% | −144−0.5% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 29,700 | $4.62M | 1.50% | 00.0% | Unchanged |
| Addison Capital Co | 29,730 | $4.62M | 2.26% | −409−1.4% | Reduced |
| Monarch Capital Management Inc | 29,828 | $4.64M | 1.33% | +6,325+26.9% | Added |