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 |
|---|---|---|---|---|---|
| Brown Advisory Securities, LLC | 64,340 | $10.0M | 1.57% | −592−0.9% | Reduced |
| NewEdge Wealth, LLC | 64,493 | $10.0M | 0.77% | +5,129+8.6% | Added |
| Old Second National Bank of Aurora | 64,582 | $10.0M | 2.76% | −1,499−2.3% | Reduced |
| Hoey Investments, Inc | 64,581 | $10.0M | 3.07% | +10,122+18.6% | Added |
| First Midwest Bank Trust Division | 64,878 | $10.1M | 1.36% | −2,043−3.1% | Reduced |
| Ami Investment Management Inc | 64,953 | $10.1M | 4.10% | −521−0.8% | Reduced |
| Stockman Wealth Management, Inc. | 65,094 | $10.1M | 2.42% | +1,793+2.8% | Added |
| Schnieders Capital Management LLC | 65,095 | $10.1M | 2.76% | +6,058+10.3% | Added |
| Pioneer Trust Bank N A | 65,492 | $10.2M | 2.89% | −9,285−12.4% | Reduced |
| SFE Investment Counsel | 65,583 | $10.2M | 2.81% | −3,218−4.7% | Reduced |
| Bremer Bank National Association | 65,742 | $10.2M | 2.19% | −280−0.4% | Reduced |
| Buffington Mohr McNeal | 66,583 | $10.4M | 2.03% | +823+1.3% | Added |
| Vestcor Inc | 66,696 | $10.4M | 0.35% | +9,848+17.3% | Added |
| Bel Air Investment Advisors LLC | 66,763 | $10.4M | 0.32% | +1,067+1.6% | Added |
| Barbara Oil Co. | 67,000 | $10.4M | 4.81% | 00.0% | Unchanged |
| GAM Holding AG | 67,350 | $10.5M | 0.46% | −625−0.9% | Reduced |
| Sompo Asset Management Co., Ltd. | 67,350 | $10.5M | 2.14% | +2,290+3.5% | Added |
| Loews Corp | 67,500 | $10.5M | 0.09% | −27,500−28.9% | Reduced |
| Strategic Global Advisors, LLC | 67,748 | $10.5M | 1.91% | −4,288−6.0% | Reduced |
| Edgestream Partners, L.P. | 67,838 | $10.6M | 0.62% | +56,492+497.9% | Added |
| Graves-Light Private Wealth Management, Inc. | 68,009 | $10.6M | 1.70% | +35+0.1% | Added |
| BP PLC | 68,065 | $10.6M | 0.45% | −28,803−29.7% | Reduced |
| GHP Investment Advisors, Inc. | 68,936 | $10.7M | 0.86% | +2,285+3.4% | Added |
| Griffin Asset Management, Inc. | 69,151 | $10.8M | 1.30% | +2,958+4.5% | Added |
| Heritage Trust Co | 69,433 | $10.8M | 1.54% | +2,163+3.2% | Added |
| Visionary Wealth Advisors | 69,597 | $10.8M | 1.09% | +2,715+4.1% | Added |
| ARS Wealth Advisors, LLC | 69,710 | $10.8M | 1.95% | +2,579+3.8% | Added |
| Picton Mahoney Asset Management | 69,990 | $10.9M | 0.39% | −47,122−40.2% | Reduced |
| Icon Advisers Inc | 69,995 | $10.9M | 1.78% | 00.0% | Unchanged |
| Palisade Asset Management, LLC | 69,993 | $10.9M | 1.28% | +293+0.4% | Added |
| Harvey Capital Management Inc | 70,017 | $10.9M | 3.59% | −140−0.2% | Reduced |
| Caldwell Trust Co | 70,151 | $10.9M | 1.43% | +971+1.4% | Added |
| Autus Asset Management, LLC | 70,180 | $10.9M | 1.19% | −392−0.6% | Reduced |
| Two Sigma Investments, LP | 70,294 | $10.9M | 0.03% | +57,853+465.0% | Added |
| Fairfield, Bush & Co. | 70,527 | $11.0M | 2.98% | −4,532−6.0% | Reduced |
| Hennessy Advisors Inc | 70,600 | $11.0M | 0.61% | −1,750−2.4% | Reduced |
| Miracle Mile Advisors, LLC | 70,601 | $11.0M | 0.58% | +568+0.8% | Added |
| Fullerton Fund Management Co Ltd. | 70,623 | $11.0M | 0.75% | −56,188−44.3% | Reduced |
| Boenning & Scattergood, Inc. | 70,693 | $11.0M | 1.91% | −182−0.3% | Reduced |
| First Horizon Corp | 70,952 | $11.0M | 0.99% | −3,751−5.0% | Reduced |
| Intact Investment Management Inc. | 71,100 | $11.1M | 0.31% | −4,000−5.3% | Reduced |
| Ar Asset Management Inc | 71,231 | $11.1M | 3.10% | 00.0% | Unchanged |
| Whitener Capital Management, Inc. | 71,485 | $11.1M | 4.43% | +796+1.1% | Added |
| Wetherby Asset Management Inc | 71,524 | $11.1M | 0.68% | +6,679+10.3% | Added |
| King Wealth | 71,557 | $11.1M | 2.28% | +1,419+2.0% | Added |
| Park Avenue Securities LLC | 71,556 | $11.1M | 0.24% | +3,799+5.6% | Added |
| Great Lakes Advisors, LLC | 71,634 | $11.1M | 0.17% | +1,133+1.6% | Added |
| Moreno Evelyn V | 71,981 | $11.2M | 2.63% | −5,920−7.6% | Reduced |
| Resource Management, LLC | 72,044 | $11.2M | 1.28% | +320+0.4% | Added |
| Buckingham Capital Management, Inc. | 72,290 | $11.2M | 1.82% | −2,439−3.3% | Reduced |
| Hoertkorn Richard Charles | 72,341 | $11.3M | 5.04% | −469−0.6% | Reduced |
| Everence Capital Management Inc | 72,405 | $11.3M | 0.93% | +2,480+3.5% | Added |
| Foster & Motley Inc | 72,833 | $11.3M | 0.95% | −2,529−3.4% | Reduced |
| WealthBridge Investment Counsel Inc. | 72,980 | $11.4M | 5.02% | −955−1.3% | Reduced |
| Chicago Partners Investment Group LLC | 75,048 | $11.4M | 0.85% | −959−1.3% | Reduced |
| Trust Co of Toledo NA | 73,262 | $11.4M | 1.92% | −883−1.2% | Reduced |
| Eagle Ridge Investment Management | 73,317 | $11.4M | 1.32% | −1,356−1.8% | Reduced |
| Farmers Trust Co | 73,352 | $11.4M | 2.53% | +3,894+5.6% | Added |
| Northern Oak Wealth Management Inc | 73,466 | $11.4M | 1.38% | −942−1.3% | Reduced |
| TownSquare Capital, LLC | 74,564 | $11.4M | 0.37% | +4,341+6.2% | Added |
| Brookstone Capital Management | 73,504 | $11.4M | 0.21% | +36,585+99.1% | Added |
| Wellington Shields Capital Management, LLC | 73,623 | $11.5M | 1.38% | +2,586+3.6% | Added |
| Harbour Investments, Inc. | 73,746 | $11.5M | 0.37% | +10,255+16.2% | Added |
| Siemens Fonds Invest GmbH | 74,035 | $11.5M | 1.37% | −4,089−5.2% | Reduced |
| Girard Partners Ltd. | 74,101 | $11.5M | 1.48% | −1,676−2.2% | Reduced |
| Vantage Investment Partners, LLC | 74,247 | $11.5M | 0.55% | −61,887−45.5% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 74,426 | $11.6M | 0.59% | −4,505−5.7% | Reduced |
| Pettee Investors, Inc. | 74,492 | $11.6M | 5.45% | −960−1.3% | Reduced |
| Marshall Wace, LLP | 74,513 | $11.6M | 0.06% | +773+1.0% | Added |
| Punch & Associates Investment Management, Inc. | 74,913 | $11.7M | 0.66% | −81−0.1% | Reduced |
| Ropes Wealth Advisors LLC | 74,976 | $11.7M | 1.84% | −864−1.1% | Reduced |
| MSD Partners, L.P. | 75,000 | $11.7M | 0.38% | 00.0% | Unchanged |
| IFP Advisors, Inc | 74,975 | $11.7M | 0.24% | +12,520+20.0% | Added |
| Cypress Asset Management Inc | 75,398 | $11.7M | 3.01% | +520+0.7% | Added |
| Close Asset Management Ltd | 75,429 | $11.7M | 0.56% | +1,502+2.0% | Added |
| German American Bancorp, Inc. | 75,459 | $11.7M | 1.85% | +3,577+5.0% | Added |
| Sonora Investment Management, LLC | 75,962 | $11.8M | 1.54% | +3,859+5.4% | Added |
| De Burlo Group Inc | 76,200 | $11.9M | 1.89% | −55,000−41.9% | Reduced |
| Pendal Group Limited | 77,219 | $12.0M | 0.11% | +51,158+196.3% | Added |
| Mark Stevens | 77,403 | $12.0M | 1.34% | −2,131−2.7% | Reduced |
| Compton Capital Management Inc | 77,469 | $12.1M | 3.55% | −310−0.4% | Reduced |
| Lincoln National Corp | 77,528 | $12.1M | 0.26% | +7,894+11.3% | Added |
| Community Bank, N.A. | 77,723 | $12.1M | 1.43% | −2,999−3.7% | Reduced |
| Ycg, LLC | 77,768 | $12.1M | 1.20% | −10,959−12.4% | Reduced |
| Redpoint Investment Management Pty Ltd | 77,778 | $12.1M | 0.99% | −1,285−1.6% | Reduced |
| Integrated Advisors Network LLC | 77,782 | $12.1M | 0.89% | +709+0.9% | Added |
| Private Advisory Group LLC | 78,000 | $12.1M | 3.07% | +13,524+21.0% | Added |
| Steel Peak Wealth Management LLC | 78,048 | $12.1M | 0.88% | −8,592−9.9% | Reduced |
| Strategy Asset Managers LLC | 78,061 | $12.1M | 2.57% | +434+0.6% | Added |
| Means Investment Co., Inc. | 78,300 | $12.2M | 2.44% | +2,758+3.7% | Added |
| Verdence Capital Advisors LLC | 78,361 | $12.2M | 1.69% | +19,117+32.3% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 78,788 | $12.3M | 1.30% | −7,355−8.5% | Reduced |
| Sowell Financial Services LLC | 78,809 | $12.3M | 0.81% | −41,072−34.3% | Reduced |
| Burns J W & Co Inc | 79,250 | $12.3M | 1.94% | +410+0.5% | Added |
| D L Carlson Investment Group Inc | 79,652 | $12.4M | 2.15% | −2,810−3.4% | Reduced |
| 1st Source Bank | 79,966 | $12.4M | 0.78% | +125+0.2% | Added |
| General American Investors Co Inc | 80,000 | $12.4M | 1.04% | 00.0% | Unchanged |
| Gendell Jeffrey L | 80,000 | $12.4M | 1.11% | +30,000+60.0% | Added |
| Beese Fulmer Investment Management, Inc. | 80,465 | $12.5M | 1.42% | −484−0.6% | Reduced |
| Security Asset Management | 80,515 | $12.5M | 4.93% | −5,658−6.6% | Reduced |