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 |
|---|---|---|---|---|---|
| Jefferies Group LLC | 33,725 | $5.25M | 0.09% | −4,768−12.4% | Reduced |
| Opus Investment Management Inc | 33,750 | $5.25M | 0.79% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 33,783 | $5.25M | 0.84% | +109+0.3% | Added |
| GM Advisory Group, Inc. | 33,792 | $5.26M | 0.54% | −753−2.2% | Reduced |
| CAPROCK Group, Inc. | 33,803 | $5.26M | 0.48% | −2,816−7.7% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 33,970 | $5.28M | 4.61% | +260+0.8% | Added |
| Marcum Wealth, LLC | 34,011 | $5.29M | 0.86% | +414+1.2% | Added |
| Brick & Kyle, Associates | 34,160 | $5.31M | 2.77% | +1,012+3.1% | Added |
| Sunbelt Securities, Inc. | 35,037 | $5.32M | 0.96% | −255−0.7% | Reduced |
| Chou Associates Management Inc.SuperinvestorChou Associates | 34,275 | $5.33M | 3.12% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 34,290 | $5.34M | 0.55% | +9,886+40.5% | Added |
| HAP Trading, LLC | 34,367 | $5.34M | 0.33% | +34,367 | New |
| Grandfield & Dodd, LLC | 34,459 | $5.36M | 0.37% | −91−0.3% | Reduced |
| Headinvest, LLC | 34,574 | $5.38M | 1.02% | −10.0% | Reduced |
| Kore Private Wealth LLC | 34,617 | $5.38M | 0.60% | +1,112+3.3% | Added |
| Traynor Capital Management, Inc. | 34,507 | $5.38M | 0.75% | +1,393+4.2% | Added |
| SPC Financial, Inc. | 34,661 | $5.39M | 0.65% | −30−0.1% | Reduced |
| Horizon Investments, LLC | 34,913 | $5.40M | 0.16% | +9,265+36.1% | Added |
| Joel Isaacson & Co., LLC | 34,725 | $5.40M | 0.42% | +344+1.0% | Added |
| Clarity Financial LLC | 34,739 | $5.40M | 1.04% | +3,974+12.9% | Added |
| Coerente Capital Management | 34,822 | $5.42M | 1.12% | −1,058−2.9% | Reduced |
| L & S Advisors Inc | 34,856 | $5.42M | 0.58% | −8,776−20.1% | Reduced |
| J.W. Cole Advisors, Inc. | 34,884 | $5.43M | 0.43% | +1,323+3.9% | Added |
| Fma Advisory Inc | 34,992 | $5.44M | 2.02% | +617+1.8% | Added |
| Cna Financial Corp | 35,000 | $5.44M | 1.54% | −5,000−12.5% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 35,000 | $5.44M | 0.06% | 00.0% | Unchanged |
| Ally Financial Inc. | 35,000 | $5.44M | 0.54% | +15,000+75.0% | Added |
| E&G Advisors, LP | 0 | $5.45M | 1.48% | −35,312−100.0% | Reduced |
| YorkBridge Wealth Partners, LLC | 35,066 | $5.45M | 1.42% | +1,716+5.1% | Added |
| Marino, Stram & Associates LLC | 35,066 | $5.45M | 1.42% | +10,108+40.5% | Added |
| Contravisory Investment Management, Inc. | 35,312 | $5.49M | 1.62% | +35,312 | New |
| MidWestOne Financial Group, Inc. | 35,445 | $5.51M | 1.30% | +1,005+2.9% | Added |
| Cohen Lawrence B | 35,477 | $5.52M | 2.81% | −920−2.5% | Reduced |
| V Wealth Advisors LLC | 35,549 | $5.53M | 0.88% | +780+2.2% | Added |
| Stokes Capital Advisors, LLC | 35,580 | $5.53M | 1.81% | +8,284+30.3% | Added |
| Schmidt P J Investment Management Inc | 36,776 | $5.54M | 1.11% | +998+2.8% | Added |
| Shepherd Financial Partners LLC | 35,624 | $5.54M | 1.05% | +762+2.2% | Added |
| Excalibur Management Corp | 35,651 | $5.54M | 2.51% | −269−0.7% | Reduced |
| Institutional & Family Asset Management, LLC | 35,746 | $5.56M | 0.92% | +2,286+6.8% | Added |
| Baugh & Associates, LLC | 35,816 | $5.57M | 3.46% | −390−1.1% | Reduced |
| Red Door Wealth Management, LLC | 35,863 | $5.58M | 2.17% | +2,952+9.0% | Added |
| Cottage Street Advisors LLC | 36,114 | $5.62M | 3.33% | −848−2.3% | Reduced |
| Koshinski Asset Management, Inc. | 36,120 | $5.62M | 0.71% | −13,167−26.7% | Reduced |
| Varma Mutual Pension Insurance Co | 36,125 | $5.62M | 0.08% | 00.0% | Unchanged |
| Oliver Luxxe Assets LLC | 36,154 | $5.62M | 1.54% | −78−0.2% | Reduced |
| Hedeker Wealth, LLC | 36,175 | $5.63M | 1.75% | −1,100−3.0% | Reduced |
| New England Investment & Retirement Group, Inc. | 36,179 | $5.63M | 1.22% | −292−0.8% | Reduced |
| PFG Advisors | 36,283 | $5.64M | 0.65% | +456+1.3% | Added |
| Mitchell Capital Management Co | 36,490 | $5.68M | 1.25% | +2,485+7.3% | Added |
| Mandatum Life Insurance Co Ltd | 36,500 | $5.68M | 1.03% | 00.0% | Unchanged |
| Meridian Wealth Advisors, LLC | 36,514 | $5.68M | 1.61% | +3,652+11.1% | Added |
| Summit Global Investments | 36,658 | $5.69M | 0.34% | −55,699−60.3% | Reduced |
| Van Eck Associates Corp | 36,589 | $5.69M | 0.01% | −10,813−22.8% | Reduced |
| MRJ Capital Inc | 36,766 | $5.72M | 3.33% | −590−1.6% | Reduced |
| Stillwater Investment Management, LLC | 36,857 | $5.73M | 1.52% | −20.0% | Reduced |
| Empirical Finance, LLC | 36,902 | $5.74M | 0.94% | +5,273+16.7% | Added |
| Pinkerton Retirement Specialists, LLC | 36,927 | $5.74M | 1.11% | +364+1.0% | Added |
| LeJeune Puetz Investment Counsel LLC | 36,943 | $5.75M | 2.12% | −609−1.6% | Reduced |
| Bowling Portfolio Management LLC | 36,967 | $5.75M | 1.28% | −8,443−18.6% | Reduced |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 37,000 | $5.75M | 3.61% | +37,000 | New |
| Alpha Omega Wealth Management LLC | 37,115 | $5.77M | 0.95% | −85−0.2% | Reduced |
| Belpointe Asset Management LLC | 37,148 | $5.78M | 0.42% | +5,888+18.8% | Added |
| Walleye Trading LLC | 37,203 | $5.79M | 0.15% | +37,203 | New |
| City Holding Co | 37,243 | $5.79M | 1.02% | +1,926+5.5% | Added |
| Augustine Asset Management Inc | 37,282 | $5.80M | 2.99% | −3,147−7.8% | Reduced |
| CPWM, LLC | 37,401 | $5.82M | 0.44% | +5,147+16.0% | Added |
| Silvant Capital Management LLC | 37,461 | $5.83M | 0.92% | −790−2.1% | Reduced |
| Northwest Bancshares, Inc. | 37,490 | $5.83M | 1.32% | −110.0% | Reduced |
| Vectors Research Management, LLC | 37,489 | $5.83M | 1.49% | +1,258+3.5% | Added |
| HNP Capital LLC | 37,489 | $5.83M | 1.54% | +1,405+3.9% | Added |
| Karp Capital Management Corp | 37,602 | $5.85M | 0.87% | +2,374+6.7% | Added |
| Kinneret Advisory, LLC | 37,734 | $5.87M | 0.69% | 00.0% | Unchanged |
| Barometer Capital Management Inc. | 37,988 | $5.87M | 1.12% | −33,032−46.5% | Reduced |
| R.m.sincerbeaux Capital Management LLC | 37,890 | $5.89M | 3.73% | 00.0% | Unchanged |
| Montecito Bank & Trust | 37,887 | $5.89M | 1.13% | +357+1.0% | Added |
| Strategic Financial Services, Inc, | 37,914 | $5.90M | 0.47% | −1,919−4.8% | Reduced |
| Meritage Portfolio Management | 37,968 | $5.91M | 0.36% | +1,038+2.8% | Added |
| Castleark Management LLC | 38,070 | $5.92M | 0.20% | 00.0% | Unchanged |
| Chronos Wealth Management, LLC | 38,115 | $5.93M | 4.07% | +1,557+4.3% | Added |
| Chemung Canal Trust Co | 38,143 | $5.93M | 1.13% | −805−2.1% | Reduced |
| Family Management Corp | 38,163 | $5.94M | 1.57% | +2,908+8.2% | Added |
| Advanced Asset Management Advisors Inc | 38,246 | $5.95M | 1.26% | +10.0% | Added |
| Werlinich Asset Management, LLC | 38,265 | $5.95M | 4.81% | 00.0% | Unchanged |
| Premier Fund Managers Ltd | 38,639 | $5.96M | 0.20% | +4,850+14.4% | Added |
| Capital Analysts, LLC | 38,298 | $5.96M | 0.40% | −1,325−3.3% | Reduced |
| JustInvest LLC | 38,386 | $5.97M | 0.63% | +6,019+18.6% | Added |
| Fulton Bank, N.A. | 38,441 | $5.98M | 0.28% | +308+0.8% | Added |
| Surevest, LLC | 38,626 | $6.01M | 1.57% | +4,584+13.5% | Added |
| Change Path, LLC | 38,723 | $6.02M | 0.37% | +434+1.1% | Added |
| Taylor, Cottrill, Erickson & Associates, Inc. | 38,768 | $6.03M | 0.85% | −455−1.2% | Reduced |
| Bank of New Hampshire | 38,868 | $6.05M | 1.62% | +38,868 | New |
| Andra AP-fonden | 38,900 | $6.05M | 0.12% | +11,200+40.4% | Added |
| Marietta Wealth Management, LLC | 38,990 | $6.07M | 1.37% | +278+0.7% | Added |
| Strategic Wealth Advisors Group, LLC | 39,009 | $6.07M | 0.28% | −3,277−7.7% | Reduced |
| Value Partners Investments Inc. | 39,081 | $6.07M | 0.50% | −100−0.3% | Reduced |
| IHT Wealth Management, LLC | 39,066 | $6.08M | 0.39% | +3,987+11.4% | Added |
| Connable Office Inc | 39,085 | $6.08M | 0.84% | −1,265−3.1% | Reduced |
| Ergoteles LLC | 39,115 | $6.08M | 0.14% | +39,115 | New |
| Heritage Wealth Advisors | 39,215 | $6.10M | 0.38% | −8,704−18.2% | Reduced |
| Welch Group, LLC | 39,371 | $6.12M | 0.42% | +1,710+4.5% | Added |