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 |
|---|---|---|---|---|---|
| Triasima Portfolio Management inc. | 29,900 | $4.65M | 0.23% | +7,400+32.9% | Added |
| Investors Asset Management of Georgia Inc | 29,912 | $4.65M | 2.50% | −70.0% | Reduced |
| Rosenblum Silverman Sutton S F Inc | 29,964 | $4.66M | 1.05% | +215+0.7% | Added |
| DT Investment Partners, LLC | 29,999 | $4.67M | 0.65% | −5,702−16.0% | Reduced |
| Monetta Financial Services Inc | 30,000 | $4.67M | 3.60% | 00.0% | Unchanged |
| Allen Holding Inc | 30,000 | $4.67M | 0.71% | 00.0% | Unchanged |
| Bleichroeder LP | 30,000 | $4.67M | 0.70% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 30,000 | $4.67M | 0.25% | +30,000 | New |
| Zuckerman Investment Group, LLC | 30,005 | $4.67M | 0.74% | −352−1.2% | Reduced |
| Meridian Management Co | 30,020 | $4.67M | 1.38% | −8,168−21.4% | Reduced |
| Old Dominion Capital Management Inc | 30,025 | $4.67M | 1.00% | −397−1.3% | Reduced |
| Capital Insight Partners, LLC | 30,079 | $4.68M | 1.06% | +37+0.1% | Added |
| Stony Point Wealth Management Inc. | 30,103 | $4.68M | 3.04% | +2,987+11.0% | Added |
| Trustmark National Bank Trust Department | 30,127 | $4.69M | 0.37% | +392+1.3% | Added |
| Fusion Capital, LLC | 30,134 | $4.69M | 2.82% | +926+3.2% | Added |
| Brighton Jones LLC | 30,153 | $4.69M | 0.24% | +34+0.1% | Added |
| Thoroughbred Financial Services, LLC | 30,152 | $4.69M | 1.17% | +770+2.6% | Added |
| Country Club Trust Company, n.a. | 30,477 | $4.70M | 0.41% | +1,118+3.8% | Added |
| First Interstate Bank | 30,288 | $4.71M | 0.50% | +30,288 | New |
| TRUE Private Wealth Advisors | 30,318 | $4.71M | 0.70% | −1,750−5.5% | Reduced |
| Congress Park Capital LLC | 30,345 | $4.72M | 2.36% | −387−1.3% | Reduced |
| First Personal Financial Services | 30,384 | $4.73M | 1.21% | +465+1.6% | Added |
| Trustco Bank Corp N Y | 30,433 | $4.73M | 4.26% | −2,850−8.6% | Reduced |
| Pegasus Partners Ltd. | 30,433 | $4.73M | 0.92% | −374−1.2% | Reduced |
| Townsend Asset Management Corp | 30,452 | $4.74M | 2.63% | +1,734+6.0% | Added |
| Apollon Wealth Management, LLC | 30,497 | $4.74M | 0.85% | −310−1.0% | Reduced |
| Cornercap Investment Counsel Inc | 30,574 | $4.75M | 0.53% | −3,322−9.8% | Reduced |
| West Branch Capital LLC | 30,602 | $4.76M | 2.34% | +383+1.3% | Added |
| First Nebraska Trust Co | 30,607 | $4.76M | 0.62% | −6,753−18.1% | Reduced |
| Sawgrass Asset Management LLC | 30,678 | $4.77M | 0.41% | −85−0.3% | Reduced |
| Pegasus Asset Management, Inc. | 30,723 | $4.78M | 2.23% | +207+0.7% | Added |
| Paradigm Financial Partners, LLC | 30,730 | $4.78M | 1.19% | +1,199+4.1% | Added |
| Lakeview Capital Partners, LLC | 30,802 | $4.79M | 2.09% | −45−0.1% | Reduced |
| Mendel Money Management | 30,872 | $4.80M | 3.02% | +1,222+4.1% | Added |
| Journey Advisory Group, LLC | 30,950 | $4.81M | 1.53% | +1,681+5.7% | Added |
| SOL Capital Management CO | 31,032 | $4.83M | 0.96% | −974−3.0% | Reduced |
| Hamilton Point Investment Advisors, LLC | 31,139 | $4.84M | 1.31% | +75+0.2% | Added |
| Keebeck Wealth Management, LLC | 31,156 | $4.85M | 0.70% | −2,817−8.3% | Reduced |
| Wasatch Advisors Inc | 31,198 | $4.85M | 0.02% | +2,500+8.7% | Added |
| Horizon Investment Services, LLC | 31,348 | $4.88M | 2.39% | −145−0.5% | Reduced |
| Family Legacy, Inc. | 32,315 | $4.88M | 2.18% | −62−0.2% | Reduced |
| MTM Investment Management, LLC | 31,372 | $4.88M | 2.55% | +68+0.2% | Added |
| SeaBridge Investment Advisors LLC | 31,381 | $4.88M | 1.57% | −2,379−7.0% | Reduced |
| Salem Capital Management Inc | 31,430 | $4.89M | 2.68% | +300+1.0% | Added |
| Jackson Square Capital, LLC | 31,435 | $4.89M | 1.57% | +2,164+7.4% | Added |
| Patten Group, Inc. | 31,478 | $4.90M | 1.44% | −275−0.9% | Reduced |
| Rocky Mountain Advisers, LLC | 31,477 | $4.90M | 6.10% | +30.0% | Added |
| PRW Wealth Management LLC | 31,478 | $4.90M | 1.44% | +29,178+1,268.6% | Added |
| Brandywine Oak Private Wealth LLC | 31,561 | $4.91M | 0.57% | +7,449+30.9% | Added |
| Regal Investment Advisors LLC | 31,564 | $4.91M | 0.49% | +31,564 | New |
| Horan Capital Advisors, LLC. | 31,674 | $4.93M | 2.22% | −8,519−21.2% | Reduced |
| Fragasso Group Inc. | 31,685 | $4.93M | 0.66% | −11,171−26.1% | Reduced |
| Tiedemann Advisors, LLC | 31,742 | $4.94M | 0.20% | −334−1.0% | Reduced |
| Bedel Financial Consulting, Inc. | 31,753 | $4.94M | 1.72% | +28+0.1% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 31,854 | $4.95M | 0.50% | +355+1.1% | Added |
| Forte Capital LLC | 31,865 | $4.96M | 0.68% | +6,759+26.9% | Added |
| Lincoln Capital LLC | 31,892 | $4.96M | 1.39% | +991+3.2% | Added |
| Exencial Wealth Advisors, LLC | 31,894 | $4.96M | 0.27% | +1,275+4.2% | Added |
| Delta Capital Management LLC | 32,025 | $4.98M | 3.08% | −195−0.6% | Reduced |
| Redmond Asset Management, LLC | 32,048 | $4.99M | 1.46% | −107−0.3% | Reduced |
| Equitable Trust Co | 32,053 | $4.99M | 0.32% | +1,075+3.5% | Added |
| Mitchell McLeod Pugh & Williams Inc | 32,121 | $5.00M | 1.92% | −74−0.2% | Reduced |
| Bank Ozk | 32,269 | $5.02M | 2.22% | +347+1.1% | Added |
| Principal Street Partners, LLC | 32,380 | $5.04M | 1.33% | −57,691−64.1% | Reduced |
| Triangle Securities Wealth Management | 32,382 | $5.04M | 1.70% | −706−2.1% | Reduced |
| BBR Partners, LLC | 32,416 | $5.04M | 0.40% | −2,419−6.9% | Reduced |
| Weil Company, Inc. | 32,421 | $5.04M | 2.55% | −1,500−4.4% | Reduced |
| SeaCrest Wealth Management, LLC | 32,441 | $5.05M | 0.61% | −81−0.2% | Reduced |
| Chicago Trust Co NA | 32,515 | $5.06M | 1.20% | +1,807+5.9% | Added |
| Sentry Investment Management LLC | 32,543 | $5.06M | 1.29% | +2,331+7.7% | Added |
| Moloney Securities Asset Management, LLC | 32,659 | $5.08M | 0.92% | +3,858+13.4% | Added |
| Mountain Pacific Investment Advisers Inc | 32,702 | $5.09M | 0.32% | −1,940−5.6% | Reduced |
| Unison Asset Management LLC | 32,712 | $5.09M | 4.44% | −30.0% | Reduced |
| Westover Capital Advisors, LLC | 32,732 | $5.09M | 1.63% | −133−0.4% | Reduced |
| O'Shares Investment Advisers, LLC | 32,757 | $5.09M | 0.36% | +800+2.5% | Added |
| Souders Financial Advisors | 32,766 | $5.10M | 1.72% | −576−1.7% | Reduced |
| Duff & Phelps Investment Management Co | 32,815 | $5.10M | 0.07% | −2,780−7.8% | Reduced |
| TFG Advisers LLC | 32,818 | $5.10M | 2.46% | +91+0.3% | Added |
| Centaurus Financial, Inc. | 32,855 | $5.11M | 0.43% | +4,093+14.2% | Added |
| Global Retirement Partners, LLC | 32,927 | $5.12M | 0.52% | +1,056+3.3% | Added |
| Claudia M.P. Batlle, CRP (R) LLC | 32,931 | $5.12M | 2.62% | +8,226+33.3% | Added |
| Banco de Sabadell, S.A | 33,000 | $5.13M | 3.41% | −75,635−69.6% | Reduced |
| SRN Advisors, LLC | 32,987 | $5.13M | 1.75% | +3,409+11.5% | Added |
| Kentucky Farm Bureau Mutual Insurance Co | 33,000 | $5.13M | 1.43% | 00.0% | Unchanged |
| Asset Dedication, LLC | 33,092 | $5.15M | 0.77% | +7,307+28.3% | Added |
| Jacobi Capital Management LLC | 33,213 | $5.17M | 0.68% | +47+0.1% | Added |
| Aureus Asset Management, LLC | 33,236 | $5.17M | 0.33% | +4,581+16.0% | Added |
| Johnson Financial Group, Inc. | 33,298 | $5.18M | 0.34% | +1,285+4.0% | Added |
| Bangor Savings Bank | 33,312 | $5.18M | 0.58% | −347−1.0% | Reduced |
| Legacy Financial Advisors, Inc. | 33,329 | $5.18M | 1.31% | +1,122+3.5% | Added |
| Citizens & Northern Corp | 33,406 | $5.20M | 1.95% | −1,965−5.6% | Reduced |
| Terril Brothers, Inc. | 33,418 | $5.20M | 1.22% | −883−2.6% | Reduced |
| Affinity Investment Advisors, LLC | 33,425 | $5.20M | 2.35% | −16,520−33.1% | Reduced |
| Symmetry Partners, LLC | 33,434 | $5.20M | 0.35% | +1,389+4.3% | Added |
| Bridgewater Advisors Inc. | 33,446 | $5.20M | 1.65% | +1,987+6.3% | Added |
| TrinityPoint Wealth, LLC | 33,549 | $5.22M | 1.07% | −583−1.7% | Reduced |
| Toroso Investments, LLC | 33,584 | $5.22M | 0.20% | +18,129+117.3% | Added |
| Blue Zone Wealth Advisors, LLC | 33,599 | $5.23M | 1.96% | −140.0% | Reduced |
| Clarius Group, LLC | 33,599 | $5.23M | 0.47% | +504+1.5% | Added |
| Avantax Planning Partners, Inc. | 33,681 | $5.24M | 0.25% | −279−0.8% | Reduced |