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; 5,156 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 | 5,156 | $643.7B |
| Q1 2026 | 5,102 | $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 | 4,679 | $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 | 3,711 | $297.0B |
| Q2 2023 | 3,672 | $297.6B |
| Q1 2023 | 3,612 | $266.3B |
| Q4 2022 | 3,629 | $278.3B |
| Q3 2022 | 3,396 | $212.9B |
| Q2 2022 | 3,428 | $229.3B |
| Q1 2022 | 3,519 | $278.9B |
| Q4 2021 | 3,594 | $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 |
|---|---|---|---|---|---|
| Stonebridge Financial Planning Group, LLC | 1,050 | $166.0K | 0.09% | 00.0% | Unchanged |
| Atlas Private Wealth Advisors | 1,071 | $167.0K | 0.09% | +525+96.2% | Added |
| Sycomore Asset Management | 1,100 | $169.0K | 0.02% | 00.0% | Unchanged |
| Beck Bode, LLC | 1,094 | $170.0K | 0.05% | +1,094 | New |
| Holloway Wealth Management, LLC | – | $171.0K | 0.05% | – | – |
| Financial Insights, Inc. | 1,113 | $173.1K | 0.14% | +1,113 | New |
| Tectonic Advisors LLC | 1,120 | $174.0K | 0.04% | +239+27.1% | Added |
| KB Financial Partners, LLC | 1,177 | $183.0K | 0.07% | −46−3.8% | Reduced |
| Core Wealth Advisors, Inc. | 1,184 | $184.0K | 0.12% | −4,130−77.7% | Reduced |
| Dark Forest Capital Management LP | 1,184 | $184.0K | 0.08% | +1,184 | New |
| MD Financial Management Inc. | 1,199 | $186.0K | 0.01% | −30,651−96.2% | Reduced |
| Leelyn Smith, LLC | 1,229 | $191.0K | 0.06% | −80−6.1% | Reduced |
| Coastal Capital Group, Inc. | 1,249 | $194.0K | 0.05% | +202+19.3% | Added |
| Annapolis Financial Services, LLC | 1,252 | $195.0K | 0.07% | −288−18.7% | Reduced |
| TD Capital Management LLC | 1,268 | $197.0K | 0.02% | +2+0.2% | Added |
| Mycio Wealth Partners, LLC | 1,286 | $200.0K | 0.08% | −114−8.1% | Reduced |
| Flossbach Von Storch AG | 1,300 | $202.0K | 0.00% | +1,300 | New |
| Manatuck Hill Partners, LLC | 1,305 | $203.0K | 0.06% | +1,305 | New |
| Camarda Financial Advisors, LLC | 1,311 | $204.0K | 0.13% | +1,311 | New |
| Daniels&Tansey,LLP | 1,367 | $205.0K | 0.07% | 00.0% | Unchanged |
| McGowan Group Asset Management, Inc. | 1,315 | $205.0K | 0.03% | −33−2.4% | Reduced |
| Seneca Financial Advisors LLC | 1,324 | $205.9K | 0.13% | −62−4.5% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,324 | $205.9K | 0.24% | −1,423−51.8% | Reduced |
| White Lighthouse Investment Management Inc. | 1,327 | $206.0K | 0.06% | −15−1.1% | Reduced |
| Retirement Capital Strategies | 1,327 | $206.0K | 0.08% | +6+0.5% | Added |
| Epiq Partners, LLC | 1,322 | $206.0K | 0.10% | +1,322 | New |
| Prostatis Group LLC | 1,329 | $206.7K | 0.14% | −6−0.4% | Reduced |
| NFC Investments, LLC | 1,333 | $207.0K | 0.05% | 00.0% | Unchanged |
| Peak Financial Advisors LLC | 1,337 | $208.0K | 0.18% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 1,345 | $209.0K | 0.01% | +1,345 | New |
| Toth Financial Advisory Corp | 1,351 | $210.0K | 0.03% | +1+0.1% | Added |
| Essex Private Wealth Management, LLC | 1,354 | $211.0K | 0.19% | 00.0% | Unchanged |
| Retirement Planning Group | 1,361 | $212.0K | 0.02% | −26−1.9% | Reduced |
| Van Leeuwen & Company, LLC | 1,348 | $212.0K | 0.13% | 00.0% | Unchanged |
| SageGuard Financial Group, LLC | 1,375 | $214.0K | 0.10% | −1,292−48.4% | Reduced |
| Cypress Point Wealth Management, LLC | 1,377 | $214.0K | 0.15% | +1,377 | New |
| Sather Financial Group Inc | 1,382 | $215.0K | 0.02% | +1,382 | New |
| Arcus Capital Partners, LLC | 1,390 | $216.0K | 0.10% | −207−13.0% | Reduced |
| Arbor Wealth Management, LLC | 1,388 | $216.0K | 0.05% | +1,388 | New |
| HT Partners LLC | 1,397 | $217.0K | 0.07% | 00.0% | Unchanged |
| Cowen Prime Services LLC | 1,395 | $217.0K | 0.08% | 00.0% | Unchanged |
| Cowen Prime Advisors LLC | 1,395 | $217.0K | 0.08% | +1,395 | New |
| Acas, LLC | 1,403 | $218.0K | 0.31% | +25+1.8% | Added |
| Morse Asset Management, Inc | 1,411 | $219.0K | 0.05% | 00.0% | Unchanged |
| Keystone Financial Planning, Inc. | 1,413 | $220.0K | 0.08% | −93−6.2% | Reduced |
| McGuire Investment Group, LLC | 1,415 | $220.0K | 0.04% | −16−1.1% | Reduced |
| Flaharty Asset Management, LLC | 1,427 | $222.0K | 0.05% | −65−4.4% | Reduced |
| Sterling Financial Planning, Inc. | 1,429 | $222.0K | 0.14% | 00.0% | Unchanged |
| Harbour Investment Management LLC | 1,427 | $222.0K | 0.11% | 00.0% | Unchanged |
| Rezny Wealth Management, Inc. | 1,431 | $222.0K | 0.08% | +1,431 | New |
| Valtinson Bruner Financial Planning LLC | 1,470 | $223.0K | 0.13% | +1+0.1% | Added |
| DB Wealth Management Group, LLC | 1,432 | $223.0K | 0.14% | +1+0.1% | Added |
| Mark Sheptoff Financial Planning, LLC | 1,442 | $224.0K | 0.12% | −550−27.6% | Reduced |
| KWMG, LLC | 1,485 | $224.0K | 0.03% | +75+5.3% | Added |
| Rappaport Reiches Capital Management, LLC | 1,442 | $224.3K | 0.24% | +1,442 | New |
| Sage Capital Advisors,llc | 1,473 | $225.0K | 0.09% | +1+0.1% | Added |
| Cassia Capital Partners, LLC | 1,449 | $225.0K | 0.17% | +1,449 | New |
| Corbyn Investment Management Inc | 1,451 | $226.0K | 0.08% | +1,451 | New |
| Intelligence Driven Advisers, LLC | 1,455 | $226.0K | 0.04% | +1,455 | New |
| American Financial Advisors, LLC | 1,466 | $228.0K | 0.03% | +6+0.4% | Added |
| Hillsdale Investment Management Inc. | 1,470 | $229.0K | 0.02% | +170+13.1% | Added |
| Ascension Capital Advisors, Inc. | 1,481 | $230.0K | 0.14% | +118+8.7% | Added |
| Fernwood Investment Management, LLC | 1,483 | $231.0K | 0.08% | +1,483 | New |
| Codex Capital, L.L.C. | 1,500 | $232.0K | 0.12% | 00.0% | Unchanged |
| Colrain Capital LLC | 1,500 | $233.0K | 0.44% | −1,600−51.6% | Reduced |
| Capital Investment Services of America, Inc. | 1,501 | $233.0K | 0.02% | 00.0% | Unchanged |
| Bourne Lent Asset Management Inc | 1,500 | $233.0K | 0.07% | 00.0% | Unchanged |
| Horrell Capital Management, Inc. | 1,497 | $233.0K | 0.09% | 00.0% | Unchanged |
| Weybosset Research & Management LLC | 1,500 | $233.0K | 0.09% | +150+11.1% | Added |
| RiverFront Investment Group, LLC | 1,500 | $233.0K | 0.00% | +1,500 | New |
| Roble, Belko & Company, Inc | 1,504 | $234.0K | 0.05% | 00.0% | Unchanged |
| Penn Davis McFarland Inc | 1,509 | $235.0K | 0.04% | 00.0% | Unchanged |
| Garrison Asset Management, LLC | 1,509 | $235.0K | 0.14% | 00.0% | Unchanged |
| Motive Wealth Advisors | 1,513 | $235.0K | 0.17% | +1,513 | New |
| Tru Independence Asset Management 2, LLC | 1,517 | $236.0K | 0.16% | −23−1.5% | Reduced |
| Clarkston Capital Partners, LLC | 1,525 | $237.0K | 0.00% | −165−9.8% | Reduced |
| Symphony Financial, Ltd. Co. | 1,530 | $238.0K | 0.08% | −179−10.5% | Reduced |
| Disciplined Investments, LLC | 1,538 | $239.0K | 0.12% | 00.0% | Unchanged |
| Alamar Capital Management, LLC | 1,536 | $239.0K | 0.21% | 00.0% | Unchanged |
| Lokken Investment Group LLC | 1,549 | $241.0K | 0.20% | +1,549 | New |
| Sym Financial Corp | 1,558 | $242.0K | 0.14% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 1,558 | $242.0K | 0.05% | 00.0% | Unchanged |
| O'Brien Wealth Partners LLC | 1,565 | $243.0K | 0.08% | −588−27.3% | Reduced |
| Ramsay, Stattman, Vela & Price, Inc. | 1,561 | $243.0K | 0.06% | −10−0.6% | Reduced |
| Biltmore Capital Advisors LLC | 1,564 | $243.0K | 0.04% | +56+3.7% | Added |
| Verity Asset Management, Inc. | 1,562 | $243.0K | 0.13% | +69+4.6% | Added |
| Jacobson & Schmitt Advisors, LLC | 1,564 | $243.0K | 0.07% | +195+14.2% | Added |
| Seven Springs Wealth Group, LLC | 1,564 | $243.0K | 0.11% | +1,207+338.1% | Added |
| Fulcrum Equity Management | 1,580 | $246.0K | 0.09% | +1,580 | New |
| MA Private Wealth | 1,586 | $247.0K | 0.05% | +6+0.4% | Added |
| Algert Global LLC | 1,595 | $248.0K | 0.08% | −471−22.8% | Reduced |
| Timber Creek Capital Management LLC | 1,600 | $248.0K | 0.08% | −350−17.9% | Reduced |
| Horiko Capital Management LLC | 1,600 | $249.0K | 0.10% | −4,100−71.9% | Reduced |
| Apexium Financial, LP | 1,600 | $249.0K | 0.15% | −14−0.9% | Reduced |
| Matthew Goff Investment Advisor, LLC | 1,602 | $249.0K | 0.06% | −4−0.2% | Reduced |
| Strategic Family Wealth Counselors, L.L.C. | 1,600 | $249.0K | 0.08% | 00.0% | Unchanged |
| LFA - Lugano Financial Advisors SA | 1,598 | $249.0K | 0.16% | 00.0% | Unchanged |
| NexWave Capital Partners LLC | 1,610 | $250.0K | 0.48% | −70−4.2% | Reduced |
| Ramsey Quantitative Systems | 1,610 | $250.0K | 1.38% | +1,610 | New |
| Kingfisher Capital LLC | 1,616 | $251.0K | 0.06% | +4+0.2% | Added |