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 |
|---|---|---|---|---|---|
| Dorsey & Whitney Trust CO LLC | 45,761 | $7.12M | 0.68% | −3,431−7.0% | Reduced |
| American National Bank | 45,853 | $7.13M | 1.53% | +100+0.2% | Added |
| RBF Capital, LLC | 46,000 | $7.16M | 0.40% | −1,700−3.6% | Reduced |
| La Financiere de L'Echiquier | 46,000 | $7.16M | 0.27% | +6,000+15.0% | Added |
| Wintrust Investments LLC | 46,039 | $7.16M | 0.74% | +2,166+4.9% | Added |
| Martin Capital Partners, LLC | 46,109 | $7.17M | 3.64% | +424+0.9% | Added |
| RPG Investment Advisory, LLC | 46,251 | $7.19M | 1.17% | +1,741+3.9% | Added |
| Pallas Capital Advisors LLC | 47,671 | $7.21M | 1.01% | +6,556+15.9% | Added |
| Hallmark Capital Management Inc | 46,625 | $7.25M | 0.61% | +1,194+2.6% | Added |
| Bridge Creek Capital Management LLC | 46,737 | $7.27M | 2.74% | −965−2.0% | Reduced |
| Northstar Investment Advisors LLC | 47,926 | $7.27M | 0.96% | +3,950+9.0% | Added |
| EagleClaw Capital Managment, LLC | 46,906 | $7.30M | 1.89% | +1,385+3.0% | Added |
| Redwood Investments, LLC | 46,950 | $7.30M | 0.59% | +23,745+102.3% | Added |
| Harbour Capital Advisors, LLC | 47,083 | $7.32M | 1.97% | +79+0.2% | Added |
| M Holdings Securities, Inc. | 47,144 | $7.33M | 0.72% | −3,724−7.3% | Reduced |
| KG&L Capital Management,LLC | 47,143 | $7.33M | 3.35% | +2,578+5.8% | Added |
| One Capital Management, LLC | 47,155 | $7.33M | 0.65% | +3,081+7.0% | Added |
| Wisconsin Capital Management LLC | 47,260 | $7.35M | 2.88% | +21,975+86.9% | Added |
| HighTower Trust Services, LTA | 47,274 | $7.35M | 0.90% | −107−0.2% | Reduced |
| Arjuna Capital | 47,432 | $7.38M | 3.19% | +781+1.7% | Added |
| Texas Capital Bank Wealth Management Services Inc | 47,462 | $7.38M | 0.92% | +5,572+13.3% | Added |
| Citizens National Bank Trust Department | 47,520 | $7.39M | 2.11% | −1,230−2.5% | Reduced |
| Integrated Wealth Concepts LLC | 47,525 | $7.39M | 0.26% | +4,731+11.1% | Added |
| Gotham Asset Management, LLC | 47,659 | $7.41M | 0.31% | +13,427+39.2% | Added |
| Ipswich Investment Management Co., Inc. | 47,791 | $7.43M | 1.90% | +2,206+4.8% | Added |
| Mount Yale Investment Advisors, LLC | 47,853 | $7.44M | 0.90% | +39,891+501.0% | Added |
| Avitas Wealth Management LLC | 47,907 | $7.45M | 1.33% | +949+2.0% | Added |
| Frisch Financial Group, Inc. | 48,028 | $7.47M | 2.35% | −1,547−3.1% | Reduced |
| Parallel Advisors, LLC | 48,208 | $7.50M | 0.32% | +2,128+4.6% | Added |
| Altavista Wealth Management, Inc. | 48,351 | $7.52M | 1.64% | +834+1.8% | Added |
| Hennion & Walsh Asset Management, Inc. | 48,430 | $7.53M | 0.40% | +5,988+14.1% | Added |
| Davy Global Fund Management Ltd | 48,509 | $7.54M | 1.15% | −448−0.9% | Reduced |
| Nelson Capital Management, LLC | 48,539 | $7.55M | 1.53% | +237+0.5% | Added |
| Q Capital Solutions | 48,625 | $7.56M | 5.69% | −22,375−31.5% | Reduced |
| Stokes Family Office, LLC | 48,626 | $7.56M | 1.07% | +427+0.9% | Added |
| MKP Capital Management, L.L.C. | 48,900 | $7.61M | 0.91% | +48,900 | New |
| K.J. Harrison & Partners Inc | 48,965 | $7.62M | 1.09% | −5,849−10.7% | Reduced |
| Wittenberg Investment Management, Inc. | 49,142 | $7.64M | 3.08% | +326+0.7% | Added |
| Granite Investment Partners, LLC | 49,254 | $7.66M | 0.24% | −931−1.9% | Reduced |
| Roundview Capital LLC | 49,307 | $7.67M | 0.86% | +1,101+2.3% | Added |
| Cumberland Advisors Inc | 49,455 | $7.69M | 1.80% | +8,105+19.6% | Added |
| WealthPLAN Partners, LLC | 47,737 | $7.69M | 0.54% | −639−1.3% | Reduced |
| Stamos Capital Partners, L.P. | 49,540 | $7.71M | 4.06% | −13,160−21.0% | Reduced |
| Nixon Peabody Trust Co | 49,587 | $7.71M | 2.97% | −2,010−3.9% | Reduced |
| Ballast Advisors LLC | 49,668 | $7.72M | 3.27% | −195−0.4% | Reduced |
| Landsberg, Bennett, & Dubbaneh LLC | 50,137 | $7.73M | 1.00% | +325+0.7% | Added |
| Adalta Capital Management LLC | 49,695 | $7.73M | 4.21% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 49,814 | $7.74M | 1.14% | +49,814 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 49,838 | $7.75M | 0.08% | +3,354+7.2% | Added |
| Arden Trust Co | 49,897 | $7.76M | 1.27% | −100.0% | Reduced |
| Sargent Bickham Lagudis LLC | 49,924 | $7.76M | 0.63% | +57+0.1% | Added |
| Coldstream Capital Management Inc | 49,938 | $7.77M | 0.31% | +2,087+4.4% | Added |
| Hamel Associates, Inc. | 49,963 | $7.77M | 2.96% | −542−1.1% | Reduced |
| Bizma Investimentos Ltda | 50,000 | $7.78M | 4.05% | 00.0% | Unchanged |
| JBF Capital, Inc. | 50,000 | $7.78M | 1.81% | 00.0% | Unchanged |
| Parthenon LLC | 50,023 | $7.78M | 1.17% | +456+0.9% | Added |
| Mirador Capital Partners LP | 50,139 | $7.80M | 1.76% | +1,540+3.2% | Added |
| QVT Financial LP | 50,262 | $7.82M | 0.53% | 00.0% | Unchanged |
| McDonald Partners LLC | 50,659 | $7.88M | 1.86% | −1,143−2.2% | Reduced |
| Boyer & Corporon Wealth Management, LLC | 50,749 | $7.89M | 2.33% | +50,749 | New |
| Lynch & Associates | 50,840 | $7.91M | 2.03% | +2,609+5.4% | Added |
| Naples Global Advisors, LLC | 50,935 | $7.92M | 1.10% | +1,038+2.1% | Added |
| Green Square Capital Advisors LLC | 51,024 | $7.94M | 2.17% | −7,443−12.7% | Reduced |
| Garland Capital Management Inc | 51,115 | $7.95M | 5.60% | −600−1.2% | Reduced |
| Cardan Capital Partners, LLC | 51,173 | $7.96M | 0.89% | −1,004−1.9% | Reduced |
| Cardinal Capital Management | 51,180 | $7.96M | 1.68% | −20.0% | Reduced |
| Investment Management of Virginia LLC | 51,429 | $8.00M | 1.54% | −225−0.4% | Reduced |
| Permanens Capital L.P. | 51,432 | $8.00M | 1.44% | +3,637+7.6% | Added |
| Capstone Financial Advisors, Inc. | 51,458 | $8.00M | 0.63% | +876+1.7% | Added |
| Eudaimonia Partners, LLC | 51,858 | $8.07M | 1.51% | +4,084+8.5% | Added |
| Pacific Global Investment Management CO | 51,862 | $8.07M | 1.60% | +384+0.7% | Added |
| Harbor Investment Advisory, LLC | 51,981 | $8.09M | 1.10% | +1,840+3.7% | Added |
| Meiji Yasuda Life Insurance Co | 52,001 | $8.09M | 0.15% | −156−0.3% | Reduced |
| Savant Capital, LLC | 51,998 | $8.09M | 0.33% | +13,801+36.1% | Added |
| Ascent Wealth Partners, LLC | 52,147 | $8.11M | 1.55% | −346−0.7% | Reduced |
| Windward Capital Management Co | 52,189 | $8.12M | 0.75% | −126−0.2% | Reduced |
| AGF Investments America Inc. | 52,215 | $8.12M | 1.92% | +1,110+2.2% | Added |
| Duality Advisers, LP | 52,352 | $8.14M | 0.72% | +52,352 | New |
| Mutual Advisors, LLC | 52,510 | $8.17M | 0.49% | +4,772+10.0% | Added |
| Blueshift Asset Management, LLC | 52,638 | $8.19M | 0.45% | −23,800−31.1% | Reduced |
| Sara-Bay Financial | 52,746 | $8.19M | 3.15% | −89−0.2% | Reduced |
| Altium Wealth Management LLC | 52,659 | $8.19M | 0.60% | −3,068−5.5% | Reduced |
| Baldwin Investment Management, LLC | 52,682 | $8.19M | 1.39% | −501−0.9% | Reduced |
| Waldron Private Wealth LLC | 52,716 | $8.20M | 0.52% | +20,849+65.4% | Added |
| Schulhoff & Co Inc | 52,913 | $8.23M | 3.64% | +570+1.1% | Added |
| Central Asset Investments & Management Holdings (HK) Ltd | 53,076 | $8.26M | 3.36% | +39,066+278.8% | Added |
| Fulcrum Capital LLC | 53,100 | $8.26M | 2.07% | +1,976+3.9% | Added |
| River Wealth Advisors LLC | 53,207 | $8.28M | 1.45% | +170.0% | Added |
| First Hawaiian Bank | 53,327 | $8.29M | 0.34% | −5,524−9.4% | Reduced |
| Wright Investors Service Inc | 53,456 | $8.31M | 2.26% | +4,095+8.3% | Added |
| Fort Sheridan Advisors LLC | 53,504 | $8.32M | 2.78% | +7,537+16.4% | Added |
| Woodmont Investment Counsel LLC | 53,637 | $8.34M | 1.31% | +81+0.2% | Added |
| Royal Fund Management, LLC | 53,812 | $8.37M | 1.39% | −2,501−4.4% | Reduced |
| Cadence Bank NA | 53,937 | $8.39M | 2.51% | +142+0.3% | Added |
| Providence Capital Advisors, LLC | 53,933 | $8.39M | 2.74% | +2,803+5.5% | Added |
| Viking Fund Management LLC | 54,000 | $8.40M | 2.40% | +1,000+1.9% | Added |
| Wealth Advisory Solutions, LLC | 54,032 | $8.40M | 1.99% | −34,092−38.7% | Reduced |
| Duncker Streett & Co Inc | 54,100 | $8.41M | 1.55% | −3,704−6.4% | Reduced |
| BOK Financial Private Wealth, Inc. | 54,132 | $8.42M | 0.69% | +2,401+4.6% | Added |
| Bray Capital Advisors | 54,212 | $8.43M | 2.16% | +100.0% | Added |