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; 5,156 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 | 5,156 | $643.7B |
| Q1 2026 | 5,102 | $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 | 4,679 | $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 | 3,711 | $297.0B |
| Q2 2023 | 3,672 | $297.6B |
| Q1 2023 | 3,612 | $266.3B |
| Q4 2022 | 3,629 | $278.3B |
| Q3 2022 | 3,396 | $212.9B |
| Q2 2022 | 3,428 | $229.3B |
| Q1 2022 | 3,519 | $278.9B |
| Q4 2021 | 3,594 | $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 |
|---|---|---|---|---|---|
| Hoese & Co LLP | 1,618 | $251.0K | 0.28% | +35+2.2% | Added |
| BlueSky Wealth Advisors, LLC | 1,610 | $251.0K | 0.05% | +310+23.8% | Added |
| Cookson Peirce & Co Inc | 1,620 | $252.0K | 0.02% | −68−4.0% | Reduced |
| Harvest Fund Management Co., Ltd | 1,629 | $255.0K | 0.03% | 00.0% | Unchanged |
| Tuttle Tactical Management | 1,646 | $256.0K | 0.11% | −4,054−71.1% | Reduced |
| Boothbay Fund Management, LLC | 1,654 | $257.0K | 0.01% | +13+0.8% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 1,661 | $258.0K | 0.02% | −40−2.4% | Reduced |
| Zhang Financial LLC | 1,656 | $258.0K | 0.06% | +1,656 | New |
| Triune Financial Partners, LLC | 1,673 | $260.2K | 0.21% | +1,673 | New |
| Summit Wealth Partners, LLC | 1,674 | $260.4K | 0.06% | 00.0% | Unchanged |
| Rinet Co LLC | 1,703 | $265.0K | 0.05% | +11+0.7% | Added |
| First Wilshire Securities Management Inc | 1,717 | $267.0K | 0.09% | −668−28.0% | Reduced |
| Tower Wealth Partners, Inc. | 1,719 | $267.0K | 0.29% | 00.0% | Unchanged |
| Kinloch Capital, LLC | 1,717 | $267.0K | 0.19% | +1,717 | New |
| Intrepid Capital Management Inc | 1,725 | $268.0K | 0.14% | 00.0% | Unchanged |
| Shilanski & Associates, Inc. | 1,721 | $268.0K | 0.13% | −3−0.2% | Reduced |
| Legacy Financial Strategies, LLC | 1,720 | $268.0K | 0.13% | 00.0% | Unchanged |
| Baron Financial Group, LLC | 1,735 | $269.9K | 0.17% | −100−5.4% | Reduced |
| ShoreHaven Wealth Partners, LLC | 1,747 | $271.0K | 0.15% | −1,123−39.1% | Reduced |
| Detalus Advisors, LLC | 1,742 | $271.0K | 0.14% | −808−31.7% | Reduced |
| Asset Advisors Investment Management, LLC | 1,742 | $271.0K | 0.03% | 00.0% | Unchanged |
| TMD Wealth Management, LLC | 1,741 | $271.0K | 0.12% | 00.0% | Unchanged |
| Hanlon Investment Management, Inc. | 1,750 | $272.0K | 0.06% | −48−2.7% | Reduced |
| Clean Yield Group | 1,752 | $272.0K | 0.10% | +35+2.0% | Added |
| Wallace Capital Management Inc. | 1,754 | $273.0K | 0.04% | 00.0% | Unchanged |
| Lipe & Dalton | 1,755 | $273.0K | 0.14% | 00.0% | Unchanged |
| Parkside Advisors LLC | 1,756 | $273.0K | 0.09% | 00.0% | Unchanged |
| Goepper Burkhardt LLC | 1,755 | $273.0K | 0.17% | +1+0.1% | Added |
| Treybourne Wealth Planners, Inc. | 1,756 | $273.0K | 0.17% | +250+16.6% | Added |
| BCS Wealth Management | 1,761 | $274.0K | 0.15% | +60+3.5% | Added |
| Tobam | 1,765 | $275.0K | 0.01% | +426+31.8% | Added |
| Trust Co of Kansas | 1,767 | $275.0K | 0.16% | +1,767 | New |
| Smith Anglin Financial, LLC | 1,772 | $276.0K | 0.05% | −15−0.8% | Reduced |
| Beirne Wealth Consulting Services, LLC | 1,779 | $277.0K | 0.15% | 00.0% | Unchanged |
| Confluence Investment Management LLC | 1,785 | $278.0K | 0.00% | −1,263−41.4% | Reduced |
| Tradewinds Capital Management, LLC | 1,795 | $279.0K | 0.05% | −20−1.1% | Reduced |
| Freedom Day Solutions, LLC | 1,795 | $279.0K | 0.13% | +47+2.7% | Added |
| Prairiewood Capital, LLC | 1,798 | $280.0K | 0.24% | 00.0% | Unchanged |
| Somerville Kurt F | 1,801 | $280.0K | 0.04% | +200+12.5% | Added |
| Harborview Advisors, LLC | 1,809 | $281.0K | 0.16% | +2+0.1% | Added |
| Ameraudi Asset Management, Inc. | 1,816 | $282.0K | 0.12% | +1,816 | New |
| Opal Wealth Advisors, LLC | 1,826 | $284.0K | 0.26% | −257−12.3% | Reduced |
| Peregrine Asset Advisers, Inc. | 1,833 | $285.0K | 0.13% | 00.0% | Unchanged |
| Curi Capital | 1,836 | $285.0K | 0.14% | +1+0.1% | Added |
| Hamilton Capital, LLC | 1,845 | $287.0K | 0.03% | −126−6.4% | Reduced |
| Ellsworth Advisors, LLC | 1,842 | $287.0K | 0.14% | +1+0.1% | Added |
| Smith Shellnut Wilson LLC | 1,865 | $290.0K | 0.17% | 00.0% | Unchanged |
| Derby & Company, Inc | 1,873 | $291.0K | 0.06% | 00.0% | Unchanged |
| Horan Securities, Inc. | 1,870 | $291.0K | 0.21% | +649+53.2% | Added |
| Alpine Global Management, LLC | 1,868 | $291.0K | 0.04% | +1,868 | New |
| Palisades Hudson Asset Management, L.P. | 1,877 | $292.0K | 0.13% | 00.0% | Unchanged |
| ERn Financial, LLC | 1,879 | $292.0K | 0.10% | +15+0.8% | Added |
| Pacific Edge Advisors, LLC | 1,878 | $292.0K | 0.15% | +123+7.0% | Added |
| Vishria Bird Financial Group, LLC | 1,887 | $294.0K | 0.14% | −65−3.3% | Reduced |
| Planned Solutions, Inc. | 1,888 | $294.0K | 0.21% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 1,890 | $294.0K | 0.05% | +37+2.0% | Added |
| KFA Private Wealth Group, LLC | 1,891 | $294.0K | 0.16% | +142+8.1% | Added |
| Tacita Capital Inc | 1,895 | $295.0K | 0.18% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 1,902 | $296.0K | 0.16% | −44−2.3% | Reduced |
| Navellier & Associates Inc | 1,900 | $296.0K | 0.04% | +50+2.7% | Added |
| Wellspring Financial Advisors, LLC | 1,905 | $296.0K | 0.09% | −1,016−34.8% | Reduced |
| Firethorn Wealth Partners, LLC | 1,918 | $298.0K | 0.25% | +7+0.4% | Added |
| Tanaka Capital Management Inc | 1,925 | $299.0K | 0.40% | −2,390−55.4% | Reduced |
| Roth Financial Partners LLC | 1,929 | $300.0K | 0.23% | 00.0% | Unchanged |
| McNaughton Wealth Management, LLC | 1,927 | $300.0K | 0.21% | +573+42.3% | Added |
| Pinnacle Family Advisors, LLC | 1,941 | $302.0K | 0.13% | +344+21.5% | Added |
| Triton Wealth Management, PLLC | 1,887 | $302.0K | 0.17% | +1,887 | New |
| Vivid Financial Management, Inc. | 1,951 | $303.0K | 0.12% | −105−5.1% | Reduced |
| ERTS Wealth Advisors, LLC | 1,955 | $304.0K | 0.08% | +1+0.1% | Added |
| Prentiss Smith & Co Inc | 1,973 | $307.0K | 0.15% | 00.0% | Unchanged |
| MPS Loria Financial Planners, LLC | 1,982 | $308.0K | 0.14% | −699−26.1% | Reduced |
| Avenue 1 Advisors, LLC | 1,982 | $308.0K | 0.18% | −98−4.7% | Reduced |
| Knuff & Co LLC | 1,977 | $308.0K | 0.11% | 00.0% | Unchanged |
| West Coast Financial LLC | 1,981 | $308.0K | 0.05% | +343+20.9% | Added |
| Willow Creek Wealth Management Inc. | 1,988 | $309.0K | 0.07% | +135+7.3% | Added |
| Campbell & CO Investment Adviser LLC | 2,000 | $311.0K | 0.13% | −3,300−62.3% | Reduced |
| Telemetry Investments, L.L.C. | 2,000 | $311.0K | 0.43% | −10−0.5% | Reduced |
| Chickasaw Capital Management LLC | 2,000 | $311.0K | 0.01% | 00.0% | Unchanged |
| Clal Insurance Enterprises Holdings Ltd | 2,000 | $311.0K | 0.00% | +2,000 | New |
| D.B. Root & Company, LLC | 2,010 | $312.0K | 0.12% | −448−18.2% | Reduced |
| KWB Wealth | 2,058 | $313.0K | 0.06% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 2,014 | $313.0K | 0.07% | −29−1.4% | Reduced |
| Kerntke Otto McGlone Wealth Management Group | 2,021 | $314.0K | 0.13% | +404+25.0% | Added |
| Diversified Portfolios, Inc. | 2,028 | $315.0K | 0.12% | −82−3.9% | Reduced |
| Financial Advisors Network, Inc. | 2,032 | $316.0K | 0.09% | −110−5.1% | Reduced |
| New England Professional Planning Group Inc. | 1,970 | $317.0K | 0.19% | −116−5.6% | Reduced |
| Arcadia Investment Management Corp | 2,060 | $320.0K | 0.06% | −3,575−63.4% | Reduced |
| Riverpoint Wealth Management Holdings, LLC | 2,062 | $321.0K | 0.09% | −259−11.2% | Reduced |
| Conestoga Capital Advisors, LLC | 2,066 | $321.0K | 0.00% | 00.0% | Unchanged |
| NovaPoint Capital, LLC | 2,061 | $321.0K | 0.13% | 00.0% | Unchanged |
| Insight 2811, Inc. | 2,063 | $321.0K | 0.18% | +46+2.3% | Added |
| Clearwater Capital Advisors, LLC | 2,072 | $322.0K | 0.04% | −74−3.4% | Reduced |
| Shikiar Asset Management Inc | 2,070 | $322.0K | 0.09% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 2,068 | $322.0K | 0.10% | +286+16.0% | Added |
| Jones Road Capital Management, L.P. | 2,075 | $323.0K | 0.21% | −1,725−45.4% | Reduced |
| Adams Wealth Management | 2,081 | $324.0K | 0.14% | 00.0% | Unchanged |
| Mezzasalma Advisors, LLC | 2,088 | $325.0K | 0.18% | 00.0% | Unchanged |
| Bridge Advisory, LLC | 2,097 | $326.0K | 0.17% | −15−0.7% | Reduced |
| Compton Financial Group, LLC | 2,098 | $326.0K | 0.14% | 00.0% | Unchanged |
| Disciplined Growth Investors Inc | 2,096 | $326.0K | 0.01% | +181+9.5% | Added |