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 |
|---|---|---|---|---|---|
| Oak Harvest Investment Services | 54,253 | $8.44M | 2.78% | +1,438+2.7% | Added |
| NorthCoast Asset Management LLC | 54,495 | $8.48M | 0.30% | +11,398+26.4% | Added |
| WoodTrust Financial Corp | 54,600 | $8.49M | 2.24% | −23,993−30.5% | Reduced |
| Perennial Advisors, LLC | 54,624 | $8.50M | 2.47% | +1,150+2.2% | Added |
| Allied Investment Advisors, LLC | 54,948 | $8.55M | 3.22% | +774+1.4% | Added |
| Hudson Bay Capital Management LP | 55,000 | $8.55M | 0.11% | +55,000 | New |
| Princeton Global Asset Management LLC | 55,115 | $8.57M | 2.61% | −133−0.2% | Reduced |
| Stolper Co | 55,139 | $8.58M | 4.04% | +354+0.6% | Added |
| Sumitomo Life Insurance Co | 55,169 | $8.58M | 0.27% | −9,437−14.6% | Reduced |
| Constitution Capital LLC | 55,218 | $8.59M | 5.26% | −4,250−7.1% | Reduced |
| Shelton Capital Management | 55,449 | $8.63M | 0.33% | +5,890+11.9% | Added |
| Pine Ridge Advisers LLC | 55,500 | $8.63M | 2.90% | 00.0% | Unchanged |
| Intersect Capital LLC | 55,571 | $8.64M | 1.53% | +2,283+4.3% | Added |
| Parkwood LLC | 55,686 | $8.66M | 1.52% | −51,528−48.1% | Reduced |
| Miramar Capital, LLC | 56,573 | $8.66M | 3.50% | −308−0.5% | Reduced |
| Xcel Wealth Management, LLC | 55,736 | $8.67M | 2.62% | −59−0.1% | Reduced |
| M&R Capital Management Inc | 55,827 | $8.68M | 1.99% | +1,378+2.5% | Added |
| Investidor Profissional Gestao de Recursos Ltda. | 55,936 | $8.70M | 2.21% | +14,847+36.1% | Added |
| Family Capital Trust Co | 56,046 | $8.72M | 2.46% | −247−0.4% | Reduced |
| Frontier Wealth Management LLC | 56,055 | $8.72M | 0.61% | −417−0.7% | Reduced |
| Carroll Financial Associates, Inc. | 56,140 | $8.73M | 0.49% | −1,736−3.0% | Reduced |
| Buckley Wealth Management, LLC | 56,694 | $8.82M | 3.03% | −83−0.1% | Reduced |
| Walter & Keenan Financial Consulting Co | 56,737 | $8.82M | 3.04% | −1,700−2.9% | Reduced |
| Sirios Capital Management L P | 56,768 | $8.83M | 0.77% | −31,107−35.4% | Reduced |
| Davis-Rea Ltd. | 56,845 | $8.84M | 4.39% | +578+1.0% | Added |
| Rench Wealth Management, Inc. | 56,920 | $8.85M | 4.42% | −2,829−4.7% | Reduced |
| Andesa Financial Management Inc. | 56,927 | $8.86M | 2.67% | −767−1.3% | Reduced |
| McGinn Investment Management, Inc. | 57,050 | $8.87M | 6.35% | −640−1.1% | Reduced |
| Bridgecreek Investment Management, LLC | 57,110 | $8.88M | 1.29% | −5,825−9.3% | Reduced |
| Terry L. Blaker | 57,123 | $8.88M | 0.58% | −704−1.2% | Reduced |
| Spearhead Capital Advisors, LLC | 57,201 | $8.90M | 1.21% | +457+0.8% | Added |
| Cutler Investment Counsel LLC | 57,372 | $8.92M | 1.40% | −1,686−2.9% | Reduced |
| United Fire Group Inc | 57,736 | $8.98M | 4.58% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 57,738 | $8.98M | 0.71% | +5,726+11.0% | Added |
| Prime Capital Investment Advisors, LLC | 58,153 | $9.04M | 0.52% | +11,392+24.4% | Added |
| Tudor Investment Corp Et Al | 58,176 | $9.05M | 0.18% | +40,051+221.0% | Added |
| Core Alternative Capital | 58,255 | $9.06M | 2.11% | +2,369+4.2% | Added |
| Greenleaf Trust | 58,363 | $9.08M | 0.11% | +1,762+3.1% | Added |
| Sumitomo Mitsui Financial Group, Inc. | 58,442 | $9.09M | 0.20% | +9,060+18.3% | Added |
| Allegiant Private Advisors, LLC | 58,625 | $9.12M | 1.48% | +424+0.7% | Added |
| Gifford Fong Associates | 58,800 | $9.15M | 1.78% | 00.0% | Unchanged |
| Paradiem, LLC | 57,266 | $9.16M | 2.84% | −3,962−6.5% | Reduced |
| Woodstock Corp | 58,981 | $9.17M | 1.08% | +235+0.4% | Added |
| Independent Investors Inc | 59,049 | $9.18M | 2.26% | −50−0.1% | Reduced |
| Philadelphia Trust Co | 59,067 | $9.19M | 0.63% | +400+0.7% | Added |
| Bard Financial Services, Inc. | 59,090 | $9.19M | 0.82% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 59,102 | $9.19M | 2.04% | +616+1.1% | Added |
| Princeton Portfolio Strategies Group LLC | 59,167 | $9.20M | 1.78% | −9,435−13.8% | Reduced |
| QV Investors Inc. | 59,190 | $9.21M | 0.56% | −15,520−20.8% | Reduced |
| Capula Management Ltd | 59,534 | $9.21M | 1.68% | +37,375+168.7% | Added |
| Great Valley Advisor Group, Inc. | 59,549 | $9.21M | 0.68% | +2,218+3.9% | Added |
| Vantis Investment Advisers L.P. | 59,700 | $9.29M | 11.66% | +59,700 | New |
| Icon Wealth Partners, LLC | 59,777 | $9.30M | 1.00% | +4,734+8.6% | Added |
| Nwi Management LP | 60,000 | $9.33M | 0.70% | 00.0% | Unchanged |
| Bright Rock Capital Management, LLC | 60,000 | $9.33M | 2.25% | 00.0% | Unchanged |
| Camden National Bank | 60,012 | $9.33M | 1.76% | −1,101−1.8% | Reduced |
| Hartford Financial Management Inc. | 60,237 | $9.37M | 2.33% | −1,139−1.9% | Reduced |
| Boyar Asset Management Inc. | 60,253 | $9.37M | 6.04% | −58−0.1% | Reduced |
| Inlet Private Wealth, LLC | 60,268 | $9.37M | 2.46% | +190.0% | Added |
| Mengis Capital Management, Inc. | 60,342 | $9.38M | 1.95% | −114−0.2% | Reduced |
| Wells Trecaso Financial Group, LLC | 60,455 | $9.40M | 4.52% | −81−0.1% | Reduced |
| Bank of Hawaii | 60,471 | $9.40M | 0.53% | −1,579−2.5% | Reduced |
| Ameritas Investment Partners, Inc. | 60,490 | $9.41M | 0.34% | −21,852−26.5% | Reduced |
| Iowa State Bank | 60,499 | $9.41M | 2.64% | −249−0.4% | Reduced |
| Sigma Investment Counselors Inc | 60,511 | $9.41M | 0.71% | +222+0.4% | Added |
| Greenwood Gearhart Inc | 60,520 | $9.41M | 1.52% | +2,652+4.6% | Added |
| Signature Estate & Investment Advisors LLC | 60,823 | $9.46M | 0.42% | +2,285+3.9% | Added |
| Apriem Advisors | 61,003 | $9.49M | 1.42% | −1,512−2.4% | Reduced |
| AMG National Trust Bank | 61,110 | $9.51M | 0.31% | −1,130−1.8% | Reduced |
| AlphaCrest Capital Management LLC | 61,143 | $9.51M | 0.41% | +19,070+45.3% | Added |
| Grimes & Company, Inc. | 61,302 | $9.54M | 0.41% | +2,234+3.8% | Added |
| Martingale Asset Management L P | 61,859 | $9.62M | 0.11% | +59,390+2,405.4% | Added |
| Graypoint LLC | 61,973 | $9.64M | 1.28% | −383−0.6% | Reduced |
| Chicago Capital, LLC | 62,111 | $9.66M | 0.38% | +1,930+3.2% | Added |
| Fred Alger Management, LLC | 62,174 | $9.67M | 0.02% | −355,156−85.1% | Reduced |
| Plimoth Trust Co LLC | 62,256 | $9.68M | 2.72% | +1,465+2.4% | Added |
| Valicenti Advisory Services Inc | 62,288 | $9.69M | 2.68% | −1,698−2.7% | Reduced |
| Taylor Wealth Management Partners | 62,298 | $9.69M | 3.42% | −155−0.2% | Reduced |
| CWM, LLC | 62,369 | $9.70M | 0.08% | 00.0% | Unchanged |
| Arrow Financial Corp | 62,629 | $9.74M | 1.24% | −1,532−2.4% | Reduced |
| JGP Wealth Management, LLC | 62,649 | $9.74M | 2.10% | −4,512−6.7% | Reduced |
| Hills Bank & Trust Co | 62,688 | $9.75M | 1.48% | −364−0.6% | Reduced |
| Legacy Private Trust Co. | 62,873 | $9.78M | 0.82% | +374+0.6% | Added |
| Fagan Associates, Inc. | 63,146 | $9.82M | 2.10% | −397−0.6% | Reduced |
| Buckingham Strategic Wealth, LLC | 63,164 | $9.82M | 0.24% | +855+1.4% | Added |
| Skylands Capital, LLC | 63,225 | $9.83M | 1.16% | −1,150−1.8% | Reduced |
| Wolverine Trading, LLC | 63,979 | $9.86M | 0.27% | −140,592−68.7% | Reduced |
| Pensionfund DSM Netherlands | 63,500 | $9.88M | 1.27% | −4,000−5.9% | Reduced |
| Perigon Wealth Management, LLC | 63,536 | $9.88M | 0.88% | +2,857+4.7% | Added |
| Gratus Capital LLC | 63,558 | $9.89M | 1.10% | −36,003−36.2% | Reduced |
| Boston Family Office LLC | 63,574 | $9.89M | 0.71% | −85−0.1% | Reduced |
| Segment Wealth Management, LLC | 63,632 | $9.90M | 1.18% | +1,713+2.8% | Added |
| LSV Asset Management | 63,760 | $9.92M | 0.02% | −31,240−32.9% | Reduced |
| Level Four Advisory Services, LLC | 63,774 | $9.92M | 0.69% | +5,059+8.6% | Added |
| Snowden Capital Advisors LLC | 63,843 | $9.93M | 0.50% | +4,980+8.5% | Added |
| Spinnaker Trust | 63,914 | $9.94M | 0.69% | −1,375−2.1% | Reduced |
| Telos Capital Management, Inc. | 63,960 | $9.95M | 1.32% | −317−0.5% | Reduced |
| Pettyjohn, Wood & White, Inc | 64,087 | $9.97M | 2.23% | +258+0.4% | Added |
| Aj Wealth Strategies, LLC | 64,144 | $9.98M | 0.60% | −2,969−4.4% | Reduced |
| We Are One Seven, LLC | 64,317 | $10.0M | 1.40% | +7,288+12.8% | Added |