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 |
|---|---|---|---|---|---|
| Wellington Shields & Co., LLC | 39,417 | $6.13M | 2.02% | −980−2.4% | Reduced |
| Banco BTG Pactual S.A. | 39,463 | $6.14M | 4.85% | +9,451+31.5% | Added |
| Mader & Shannon Wealth Management, Inc. | 39,476 | $6.14M | 3.16% | +782+2.0% | Added |
| Parcion Private Wealth LLC | 39,500 | $6.14M | 0.62% | −532−1.3% | Reduced |
| Stratos Wealth Advisors, LLC | 39,592 | $6.16M | 0.54% | +4,660+13.3% | Added |
| Paradigm Asset Management Co LLC | 39,650 | $6.17M | 1.57% | −100−0.3% | Reduced |
| ACG Wealth | 39,665 | $6.17M | 0.78% | −2,442−5.8% | Reduced |
| Kempen Capital Management N.V. | 42,575 | $6.17M | 0.22% | +18,015+73.4% | Added |
| Dorchester Wealth Management Co | 39,788 | $6.19M | 1.42% | −690−1.7% | Reduced |
| Mechanics Bank Trust Department | 39,795 | $6.19M | 1.02% | −1,388−3.4% | Reduced |
| Swarthmore Group Inc | 39,856 | $6.20M | 1.60% | +39,856 | New |
| Moneta Group Investment Advisors LLC | 39,900 | $6.21M | 0.29% | +1,465+3.8% | Added |
| Fieldpoint Private Securities, LLC | 38,974 | $6.21M | 1.36% | +1,058+2.8% | Added |
| Schonfeld Strategic Advisors LLC | 39,992 | $6.22M | 0.07% | −36,172−47.5% | Reduced |
| BKD Wealth Advisors, LLC | 40,018 | $6.22M | 0.29% | −2,325−5.5% | Reduced |
| Exchange Capital Management, Inc. | 40,155 | $6.25M | 1.20% | −29−0.1% | Reduced |
| Spectrum Management Group, LLC | 40,193 | $6.25M | 1.10% | +3,712+10.2% | Added |
| Essex Investment Management Co LLC | 40,329 | $6.27M | 0.73% | +12,152+43.1% | Added |
| Oxford Financial Group Ltd | 40,355 | $6.28M | 0.84% | +579+1.5% | Added |
| Ballentine Partners, LLC | 40,495 | $6.30M | 0.22% | +899+2.3% | Added |
| Buckhead Capital Management LLC | 40,520 | $6.30M | 1.40% | −177−0.4% | Reduced |
| Univest Financial Corp | 40,697 | $6.33M | 1.74% | +30.0% | Added |
| Brown Miller Wealth Management, LLC | 40,727 | $6.33M | 4.05% | +601+1.5% | Added |
| Lincoln Capital Corp | 40,821 | $6.35M | 3.62% | −523−1.3% | Reduced |
| Annex Advisory Services, LLC | 40,840 | $6.35M | 0.51% | +2,845+7.5% | Added |
| Bedell Frazier Investment Counseling, LLC | 40,898 | $6.36M | 1.61% | +273+0.7% | Added |
| Somerset Trust Co | 40,935 | $6.37M | 2.60% | +224+0.6% | Added |
| Corbenic Partners LLC | 40,956 | $6.37M | 1.67% | +2,186+5.6% | Added |
| LVW Advisors, LLC | 40,978 | $6.37M | 1.13% | +206+0.5% | Added |
| Concentric Wealth Management, LLC | 40,987 | $6.38M | 1.95% | +267+0.7% | Added |
| Essex Financial Services, Inc. | 41,889 | $6.38M | 0.92% | 00.0% | Unchanged |
| David Loasby | 41,081 | $6.39M | 0.83% | +321+0.8% | Added |
| Abbot Financial Management, Inc. | 41,181 | $6.41M | 2.80% | +160+0.4% | Added |
| AdvisorNet Financial, Inc | 41,185 | $6.41M | 0.43% | −1,295−3.0% | Reduced |
| Gibraltar Capital Management, Inc. | 42,528 | $6.42M | 3.21% | +3,179+8.1% | Added |
| Budros, Ruhlin & Roe, Inc. | 41,473 | $6.45M | 0.71% | +451+1.1% | Added |
| Gamble Jones Investment Counsel | 41,529 | $6.46M | 0.42% | +294+0.7% | Added |
| Huber Capital Management LLC | 41,723 | $6.49M | 1.66% | 00.0% | Unchanged |
| Intrust Bank NA | 41,784 | $6.50M | 0.88% | −161−0.4% | Reduced |
| Baldwin Brothers Inc | 41,830 | $6.51M | 0.71% | +20,373+94.9% | Added |
| Van Strum & Towne Inc. | 41,853 | $6.51M | 3.12% | −425−1.0% | Reduced |
| Covington Investment Advisors Inc. | 41,859 | $6.51M | 1.43% | +730+1.8% | Added |
| American Money Management, LLC | 41,918 | $6.52M | 2.21% | +239+0.6% | Added |
| Harrell Investment Partners, LLC | 42,000 | $6.53M | 2.12% | +2,743+7.0% | Added |
| Granite Investment Advisors, LLC | 42,012 | $6.54M | 1.02% | −5,140−10.9% | Reduced |
| Radnor Capital Management, LLC | 42,034 | $6.54M | 2.21% | +850+2.1% | Added |
| Howland Capital Management LLC | 42,061 | $6.54M | 0.34% | −463−1.1% | Reduced |
| Strategic Advisors LLC | 42,121 | $6.55M | 1.70% | +788+1.9% | Added |
| Whalerock Point Partners, LLC | 42,158 | $6.56M | 2.52% | +507+1.2% | Added |
| Abbrea Capital, LLC | 42,166 | $6.56M | 0.98% | −161−0.4% | Reduced |
| Boyd Watterson Asset Management LLC | 42,521 | $6.61M | 2.67% | +25+0.1% | Added |
| Brewin Dolphin Wealth Management Ltd | 42,728 | $6.65M | 0.81% | −240−0.6% | Reduced |
| White Pine Investment CO | 42,746 | $6.65M | 2.29% | +356+0.8% | Added |
| Community Bank & Trust, Waco, Texas | 42,759 | $6.65M | 2.17% | +626+1.5% | Added |
| Live Oak Private Wealth LLC | 42,764 | $6.65M | 1.47% | +1,268+3.1% | Added |
| Resources Investment Advisors, LLC. | 42,800 | $6.66M | 0.27% | +1,241+3.0% | Added |
| Hohimer Wealth Management, LLC | 42,804 | $6.66M | 1.36% | +1,855+4.5% | Added |
| Systematic Alpha Investments, LLC | 41,804 | $6.66M | 0.30% | +17,104+69.2% | Added |
| Baker Ellis Asset Management LLC | 42,850 | $6.67M | 1.31% | +1,060+2.5% | Added |
| Copeland Capital Management, LLC | 42,856 | $6.67M | 0.20% | +2,505+6.2% | Added |
| Mid Atlantic Financial Management Inc | 42,883 | $6.67M | 0.45% | +2,378+5.9% | Added |
| Consolidated Investment Group LLC | 42,992 | $6.69M | 1.11% | 00.0% | Unchanged |
| Fundamentun, LLC | 43,050 | $6.70M | 1.84% | +4,596+12.0% | Added |
| Gyroscope Capital Management Group, LLC | 43,048 | $6.70M | 2.35% | +43,048 | New |
| Veriti Management LLC | 43,086 | $6.70M | 1.00% | +11,315+35.6% | Added |
| SevenBridge Financial Group, LLC | 43,149 | $6.71M | 2.19% | +317+0.7% | Added |
| Peloton Wealth Strategists | 43,149 | $6.71M | 2.77% | +365+0.9% | Added |
| Claybrook Capital, LLC | 43,149 | $6.71M | 2.19% | +41,749+2,982.1% | Added |
| Source Financial Advisors LLC | 43,217 | $6.72M | 1.73% | −51−0.1% | Reduced |
| Security National Trust Co | 43,269 | $6.73M | 1.50% | −1,070−2.4% | Reduced |
| Jaffetilchin Investment Partners, LLC | 46,803 | $6.74M | 0.47% | +22,801+95.0% | Added |
| Guyasuta Investment Advisors Inc | 43,345 | $6.74M | 0.48% | −220−0.5% | Reduced |
| BDO Wealth Advisors, LLC | 43,540 | $6.77M | 0.75% | −1,014−2.3% | Reduced |
| Bristlecone Advisors, LLC | 43,631 | $6.79M | 0.92% | +932+2.2% | Added |
| Smithbridge Asset Management Inc | 43,640 | $6.79M | 2.21% | +630+1.5% | Added |
| North Star Asset Management Inc | 43,639 | $6.79M | 0.38% | +8,089+22.8% | Added |
| B & T Capital Management DBA Alpha Capital Management | 43,687 | $6.79M | 1.60% | +705+1.6% | Added |
| McRae Capital Management Inc | 43,877 | $6.83M | 1.56% | +200+0.5% | Added |
| Brave Asset Management Inc | 43,952 | $6.84M | 2.01% | +985+2.3% | Added |
| Pensionfund Sabic | 44,000 | $6.84M | 1.46% | 00.0% | Unchanged |
| Lake Street Financial LLC | 43,585 | $6.85M | 1.74% | −638−1.4% | Reduced |
| Argyle Capital Management Inc. | 44,162 | $6.87M | 2.22% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 44,348 | $6.90M | 1.45% | −2,971−6.3% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 44,485 | $6.92M | 1.88% | +609+1.4% | Added |
| Pittenger & Anderson Inc | 44,514 | $6.92M | 0.35% | +690+1.6% | Added |
| Selway Asset Management | 44,520 | $6.92M | 3.71% | 00.0% | Unchanged |
| DF Dent & Co Inc | 44,528 | $6.93M | 0.07% | −4,768−9.7% | Reduced |
| Clear Harbor Asset Management, LLC | 44,744 | $6.96M | 0.85% | −907−2.0% | Reduced |
| Beacon Financial Group | 46,631 | $6.98M | 1.00% | +28+0.1% | Added |
| Signaturefd, LLC | 44,922 | $6.99M | 0.28% | +3,219+7.7% | Added |
| Taal Capital Management LP | 45,000 | $7.00M | 6.16% | 00.0% | Unchanged |
| Unified Trust Company, N.A. | 45,069 | $7.01M | 2.08% | +2,711+6.4% | Added |
| Berkshire Bank | 45,112 | $7.02M | 1.70% | −145−0.3% | Reduced |
| Homrich & Berg | 45,130 | $7.02M | 0.16% | +17,078+60.9% | Added |
| Knights of Columbus Asset Advisors LLC | 45,460 | $7.07M | 0.65% | +845+1.9% | Added |
| HGK Asset Management Inc | 45,540 | $7.08M | 2.26% | −1,165−2.5% | Reduced |
| Aviance Capital Partners, LLC | 45,584 | $7.09M | 1.24% | +1,695+3.9% | Added |
| Elk River Wealth Management, LLC | 45,608 | $7.09M | 1.84% | +1,270+2.9% | Added |
| Hendley & Co Inc | 45,615 | $7.09M | 2.37% | −270−0.6% | Reduced |
| Asset Planning Services Inc | 45,757 | $7.12M | 4.11% | −350−0.8% | Reduced |