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 |
|---|---|---|---|---|---|
| Financial Advisory Group | 2,097 | $326.0K | 0.08% | +490+30.5% | Added |
| Joseph P. Lucia & Associates, LLC | 2,097 | $326.0K | 0.19% | +866+70.3% | Added |
| First National Corp | 3,486 | $328.0K | 0.11% | +77+2.3% | Added |
| Campbell Wealth Management | 2,106 | $328.0K | 0.04% | +2,106 | New |
| Walkner Condon Financial Advisors LLC | 2,144 | $331.0K | 0.12% | +70+3.4% | Added |
| Exeter Financial, LLC | 2,122 | $331.0K | 0.19% | +94+4.6% | Added |
| Hilltop Wealth Advisors, LLC | 2,136 | $332.0K | 0.23% | 00.0% | Unchanged |
| Asset Management Group, Inc. | 2,135 | $332.0K | 0.07% | +13+0.6% | Added |
| Better Money Decisions, LLC | 2,141 | $333.0K | 0.30% | +11+0.5% | Added |
| AlphaMark Advisors, LLC | 2,140 | $333.0K | 0.12% | +20+0.9% | Added |
| East Coast Asset Management, LLC. | 2,141 | $333.0K | 0.08% | +217+11.3% | Added |
| HFR Wealth Management, LLC | 2,148 | $334.0K | 0.10% | +2,148 | New |
| SP Asset Management | 2,211 | $335.0K | 0.04% | 00.0% | Unchanged |
| Meridian Wealth Partners, LLC | 2,154 | $335.0K | 0.08% | +34+1.6% | Added |
| Wealth Quarterback LLC | 2,153 | $335.0K | 0.20% | +2,153 | New |
| Brouwer & Janachowski, LLC | 2,182 | $339.0K | 0.06% | −57−2.5% | Reduced |
| IronBridge Private Wealth, LLC | 2,183 | $340.0K | 0.21% | +10+0.5% | Added |
| Act Wealth Management, LLC | 2,190 | $341.0K | 0.21% | −50−2.2% | Reduced |
| Cadent Capital Advisors, LLC | 2,202 | $342.0K | 0.14% | +105+5.0% | Added |
| 20/20 Capital Management, Inc. | 2,209 | $344.0K | 0.09% | +312+16.4% | Added |
| Fca Corp | 2,216 | $345.0K | 0.10% | −1,880−45.9% | Reduced |
| Oxinas Partners Wealth Management LLC | 2,223 | $346.0K | 0.20% | −74−3.2% | Reduced |
| Deltec Asset Management LLC | 2,225 | $346.0K | 0.05% | 00.0% | Unchanged |
| ICW Investment Advisors LLC | 2,233 | $347.0K | 0.23% | +10.0% | Added |
| QVR LLC | 2,233 | $347.0K | 0.88% | +2,233 | New |
| Websterrogers Financial Advisors, LLC | 2,365 | $348.0K | 0.08% | +12+0.5% | Added |
| Sovereign Financial Group, Inc. | 2,288 | $348.0K | 0.21% | 00.0% | Unchanged |
| AlphaStar Capital Management, LLC | 2,240 | $348.0K | 0.04% | +593+36.0% | Added |
| Rice Hall James & Associates, LLC | 2,249 | $350.0K | 0.01% | 00.0% | Unchanged |
| S.E.E.D. Planning Group LLC | 2,248 | $350.0K | 0.17% | +245+12.2% | Added |
| Wills Financial Group, Inc. | 2,261 | $351.0K | 0.15% | +35+1.6% | Added |
| Jacobs & Co | 2,281 | $354.0K | 0.04% | 00.0% | Unchanged |
| Summit Wealth & Retirement Planning, Inc. | 2,301 | $358.0K | 0.13% | −49−2.1% | Reduced |
| Bond & Devick Financial Network, Inc. | 2,303 | $358.0K | 0.30% | 00.0% | Unchanged |
| 1776 Wealth LLC | 2,303 | $358.0K | 0.20% | +35+1.5% | Added |
| Capital Financial Planning, LLC | 2,307 | $359.0K | 0.14% | −593−20.4% | Reduced |
| Jeereddi Investments, LP | 2,313 | $360.0K | 0.30% | −987−29.9% | Reduced |
| Garner Asset Management Corp | 2,318 | $361.0K | 0.17% | 00.0% | Unchanged |
| PYA Waltman Capital, LLC | 2,337 | $363.0K | 0.19% | +164+7.5% | Added |
| F3Logic, LLC | 2,331 | $363.0K | 0.04% | +333+16.7% | Added |
| Isthmus Partners, LLC | 2,339 | $364.0K | 0.06% | −100−4.1% | Reduced |
| Atticus Wealth Management, LLC | 2,355 | $366.0K | 0.16% | +384+19.5% | Added |
| Madison Wealth Management | 2,357 | $367.0K | 0.08% | −4,545−65.9% | Reduced |
| Ade, LLC | 2,382 | $370.0K | 0.34% | −7−0.3% | Reduced |
| Northern Capital Management, Inc. | 2,386 | $371.0K | 0.32% | +10+0.4% | Added |
| Private Capital Management LLC | 2,387 | $371.0K | 0.17% | +265+12.5% | Added |
| AIMZ Investment Advisors, LLC | 2,389 | $372.0K | 0.17% | −13−0.5% | Reduced |
| Arthur M. Cohen & Associates, LLC | 2,403 | $372.0K | 0.08% | +165+7.4% | Added |
| Arnhold LLC | 2,412 | $375.0K | 0.04% | 00.0% | Unchanged |
| J. L. Bainbridge & Co., Inc. | 2,421 | $377.0K | 0.05% | 00.0% | Unchanged |
| Lehman & Derafelo Financial Resources LLC | 2,421 | $377.0K | 0.10% | +56+2.4% | Added |
| Wealth Advisors of Iowa, LLC | 2,421 | $377.0K | 0.20% | +101+4.4% | Added |
| Accuvest Global Advisors | 2,432 | $378.0K | 0.19% | −286−10.5% | Reduced |
| Paragon Capital Management LLC | 2,438 | $379.0K | 0.19% | −546−18.3% | Reduced |
| One Wealth Advisors, LLC | 2,436 | $379.0K | 0.12% | +311+14.6% | Added |
| WSFS Capital Management, LLC | 2,441 | $380.0K | 0.17% | +150+6.5% | Added |
| Wealth Advisors, Inc. | 2,511 | $381.0K | 0.14% | −64−2.5% | Reduced |
| Vista Capital Partners, Inc. | 2,467 | $384.0K | 0.06% | +121+5.2% | Added |
| Gould Asset Management LLC | 2,466 | $384.0K | 0.11% | +400+19.4% | Added |
| Hoover Financial Advisors, Inc. | 2,471 | $384.0K | 0.07% | +708+40.2% | Added |
| AGF Investments LLC | 2,466 | $384.0K | 0.04% | +666+37.0% | Added |
| Truepoint, Inc. | 2,474 | $385.0K | 0.02% | −158−6.0% | Reduced |
| Encompass Wealth Advisors, LLC | 2,480 | $385.0K | 0.09% | 00.0% | Unchanged |
| Capital Wealth Alliance, LLC | 2,627 | $386.0K | 0.25% | +3+0.1% | Added |
| Covey Capital Advisors, LLC | – | $389.0K | 0.29% | – | – |
| Curtis Advisory Group, LLC | 2,500 | $389.0K | 0.17% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 2,508 | $390.0K | 0.17% | +4+0.2% | Added |
| Lathrop Investment Management Corp | 2,505 | $390.0K | 0.08% | +56+2.3% | Added |
| Manchester Financial Inc | 2,509 | $390.0K | 0.15% | +183+7.9% | Added |
| Sequent Asset Management, LLC | 2,520 | $392.0K | 0.22% | +10.0% | Added |
| Hapanowicz & Associates Financial Services, Inc | 2,520 | $392.0K | 0.17% | 00.0% | Unchanged |
| Humankind Investments LLC | 2,529 | $393.0K | 0.19% | +678+36.6% | Added |
| US Financial Advisors, LLC | 2,533 | $394.0K | 0.19% | 00.0% | Unchanged |
| TSFG, LLC | 2,536 | $395.0K | 0.16% | +122+5.1% | Added |
| Okabena Investment Services Inc | 2,546 | $396.0K | 0.19% | −5,656−69.0% | Reduced |
| Security National Bank of So Dak | 2,544 | $396.0K | 0.30% | −872−25.5% | Reduced |
| Capital Advisors Wealth Management, LLC | 2,566 | $399.0K | 0.15% | +212+9.0% | Added |
| Affinia Financial Group, LLC | 2,645 | $401.0K | 0.24% | −85−3.1% | Reduced |
| Bridgeworth, LLC | 2,576 | $401.0K | 0.11% | −51−1.9% | Reduced |
| Karn, Couzens & Associates, Inc. | 2,586 | $402.0K | 0.31% | 00.0% | Unchanged |
| Oxbow Advisors, LLC | 2,582 | $402.0K | 0.04% | +39+1.5% | Added |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 2,587 | $402.0K | 0.08% | +100+4.0% | Added |
| Community Financial Services Group, LLC | 2,583 | $402.0K | 0.11% | +340+15.2% | Added |
| Aprio Wealth Management, LLC | 2,589 | $403.0K | 0.19% | +2,589 | New |
| Clare Market Investments LLC | 2,595 | $403.3K | 0.13% | −2,386−47.9% | Reduced |
| Pensionmark Financial Group, LLC | 2,600 | $404.0K | 0.09% | +17+0.7% | Added |
| Altus Wealth Management, LLC | 2,605 | $405.0K | 0.26% | +6+0.2% | Added |
| Snider Financial Group | 2,666 | $405.0K | 0.19% | +2,666 | New |
| Advisory Alpha, LLC | 2,617 | $407.0K | 0.03% | +214+8.9% | Added |
| Praetorian Wealth Management, Inc. | 2,628 | $408.0K | 0.14% | −300−10.2% | Reduced |
| Pure Financial Advisors, Inc. | 2,622 | $408.0K | 0.03% | −74−2.7% | Reduced |
| Diligent Investors, LLC | 2,641 | $411.0K | 0.14% | +181+7.4% | Added |
| Monument Capital Management | 2,655 | $413.0K | 0.14% | +2,655 | New |
| Laurion Capital Management LP | 2,669 | $415.0K | 0.01% | −381,760−99.3% | Reduced |
| Vanguard Capital Wealth Advisors | 2,672 | $415.0K | 0.31% | +4+0.1% | Added |
| Ellevest, Inc. | 2,677 | $416.0K | 0.04% | −2,502−48.3% | Reduced |
| Pennsylvania Capital Management Inc | 2,683 | $418.0K | 0.21% | −310−10.4% | Reduced |
| Koss-Olinger Consulting, LLC | 2,702 | $420.0K | 0.06% | −625−18.8% | Reduced |
| Horst & Graben Wealth Management LLC | 2,706 | $421.0K | 0.12% | +105+4.0% | Added |
| Marotta Asset Management | 2,685 | $421.8K | 0.10% | +231+9.4% | Added |