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; 5,157 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 | 5,157 | $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 |
|---|---|---|---|---|---|
| Voloridge Investment Management, LLC | 2,715 | $422.0K | 0.00% | −41,435−93.9% | Reduced |
| Avion Wealth | 2,716 | $422.0K | 0.13% | +4+0.1% | Added |
| Dock Street Asset Management Inc | 2,715 | $422.0K | 0.08% | +58+2.2% | Added |
| Riversedge Advisors, LLC | 2,710 | $422.0K | 0.15% | +2,710 | New |
| Capital Counsel LLC | 2,717 | $423.0K | 0.02% | −324−10.7% | Reduced |
| Reik & Co., LLC | 2,722 | $423.0K | 0.11% | 00.0% | Unchanged |
| Murphy Pohlad Asset Management LLC | 2,725 | $423.0K | 0.17% | +2,725 | New |
| Wedgewood Investors Inc | 2,726 | $424.0K | 0.53% | 00.0% | Unchanged |
| Strid Group, LLC | 2,800 | $425.0K | 0.10% | 00.0% | Unchanged |
| Murphy, Middleton, Hinkle & Parker, Inc. | 2,739 | $426.0K | 0.24% | 00.0% | Unchanged |
| Trellis Advisors, LLC | 2,766 | $430.0K | 0.22% | −7−0.3% | Reduced |
| Cherry Creek Investment Advisors, Inc. | 2,772 | $431.0K | 0.28% | +2,772 | New |
| Guild Investment Management, Inc. | 2,777 | $432.0K | 0.42% | +2+0.1% | Added |
| Arkfeld Wealth Strategies, L.L.C. | 2,790 | $433.0K | 0.26% | −95−3.3% | Reduced |
| Liberty Wealth Management LLC | 2,787 | $433.0K | 0.17% | −193−6.5% | Reduced |
| Eukles Asset Management | 2,783 | $433.0K | 0.24% | +2,137+330.8% | Added |
| Tranquilli Financial Advisor LLC | 2,794 | $435.0K | 0.33% | −6−0.2% | Reduced |
| Silicon Valley Capital Partners | 2,799 | $435.0K | 0.09% | +665+31.2% | Added |
| Relative Value Partners Group, LLC | 2,806 | $436.0K | 0.03% | +113+4.2% | Added |
| Odey Holdings Ltd | 2,800 | $436.0K | 3.71% | +2,800 | New |
| Acorn Financial Advisory Services Inc | 2,807 | $437.0K | 0.13% | +77+2.8% | Added |
| Corrigan Financial, Inc. | 2,814 | $437.7K | 0.13% | +9+0.3% | Added |
| Fortis Advisors, LLC | 2,822 | $439.0K | 0.25% | 00.0% | Unchanged |
| Leonard Rickey Investment Advisors P.L.L.C. | 2,917 | $440.0K | 0.19% | −205−6.6% | Reduced |
| Levy Wealth Management Group, LLC | 2,832 | $441.0K | 0.25% | +2,832 | New |
| Financial Advisory Corp | 2,845 | $443.0K | 0.33% | +46+1.6% | Added |
| All Season Financial Advisors, Inc. | 2,846 | $443.0K | 0.32% | +2,846 | New |
| Lebenthal Global Advisors, LLC | 2,880 | $447.0K | 0.24% | −727−20.2% | Reduced |
| IVC Wealth Advisors LLC | 2,871 | $447.0K | 0.31% | +13+0.5% | Added |
| Mayfair Advisory Group, LLC | 2,872 | $447.0K | 0.71% | +80+2.9% | Added |
| Coco Enterprises, LLC | 2,863 | $448.0K | 0.37% | −412−12.6% | Reduced |
| Paragon Wealth Strategies, LLC | 2,880 | $448.0K | 0.12% | +14+0.5% | Added |
| Horizon Kinetics Asset Management LLC | 2,884 | $449.0K | 0.01% | +997+52.8% | Added |
| Roberts Glore & Co Inc | 2,891 | $450.0K | 0.13% | 00.0% | Unchanged |
| JFG Wealth Management, LLC | 2,890 | $450.0K | 0.20% | +2,890 | New |
| Evolution Wealth Advisors, LLC | 2,901 | $451.0K | 0.09% | −1,095−27.4% | Reduced |
| Howard Wealth Management, LLC | 2,906 | $451.0K | 0.25% | +25+0.9% | Added |
| Weaver Consulting Group | 2,898 | $451.0K | 0.25% | +278+10.6% | Added |
| Column Capital Advisors, LLC | 2,914 | $453.0K | 0.10% | −33−1.1% | Reduced |
| Global Financial Private Client, LLC | 2,896 | $455.0K | 0.25% | −10.0% | Reduced |
| Avenir Corp | 2,924 | $455.0K | 0.04% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 2,924 | $455.0K | 0.06% | +10.0% | Added |
| Aaron Wealth Advisors | 2,930 | $455.0K | 0.15% | +581+24.7% | Added |
| Raffa Wealth Management, LLC | 2,927 | $455.3K | 0.16% | −2,238−43.3% | Reduced |
| Monticello Wealth Management, LLC | 2,957 | $460.0K | 0.04% | +238+8.8% | Added |
| Marks Group Wealth Management, Inc | 2,964 | $462.0K | 0.06% | +115+4.0% | Added |
| Matisse Capital | 2,976 | $463.0K | 0.15% | +75+2.6% | Added |
| Foster Group, Inc. | 2,977 | $463.0K | 0.05% | +117+4.1% | Added |
| Ackerman Capital Advisors, LLC | 2,981 | $464.0K | 0.11% | −2,500−45.6% | Reduced |
| BT Wealth Management LLC | 2,985 | $464.0K | 0.14% | −35−1.2% | Reduced |
| Tamar Securities, LLC | 2,984 | $464.0K | 0.18% | +39+1.3% | Added |
| Hourglass Capital, LLC | 2,989 | $465.0K | 0.11% | 00.0% | Unchanged |
| Morris Retirement Advisors, LLC | 2,995 | $466.0K | 0.40% | −132−4.2% | Reduced |
| O'Keefe Stevens Advisory, Inc. | 2,995 | $466.0K | 0.25% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 2,999 | $466.0K | 0.42% | +19+0.6% | Added |
| American Investment Services, Inc. | 2,994 | $466.0K | 0.11% | +58+2.0% | Added |
| North Point Portfolio Managers Corp | 3,000 | $467.0K | 0.06% | 00.0% | Unchanged |
| Kathmere Capital Management, LLC | 3,003 | $467.0K | 0.09% | +2+0.1% | Added |
| Winton Group Ltd | 3,001 | $467.0K | 0.03% | +3,001 | New |
| Pin Oak Investment Advisors Inc | 3,024 | $470.0K | 0.48% | −30−1.0% | Reduced |
| Charter Research & Investment Group, Inc. | 3,031 | $471.0K | 0.39% | 00.0% | Unchanged |
| Capital Investment Counsel, Inc | 3,042 | $473.0K | 0.11% | +260+9.3% | Added |
| Sound Income Strategies, LLC | 3,068 | $477.0K | 0.07% | +1,365+80.2% | Added |
| Synergy Financial Management, LLC | 3,073 | $478.0K | 0.13% | +3,073 | New |
| Verus Financial Partners, Inc. | 3,196 | $479.0K | 0.07% | +520+19.4% | Added |
| Truvestments Capital LLC | 3,114 | $484.0K | 0.27% | −3,165−50.4% | Reduced |
| Oak Family Advisors, LLC | 3,114 | $484.0K | 0.29% | +10.0% | Added |
| Driehaus Capital Management LLC | 3,110 | $484.0K | 0.01% | +3,110 | New |
| Sloy Dahl & Holst, LLC | 3,129 | $486.0K | 0.07% | −697−18.2% | Reduced |
| Columbus Macro, LLC | 3,123 | $486.0K | 0.15% | −49−1.5% | Reduced |
| Aevitas Wealth Management, Inc. | 3,124 | $486.0K | 0.31% | +206+7.1% | Added |
| Retirement Income Solutions, Inc | 3,128 | $487.0K | 0.17% | 00.0% | Unchanged |
| Aveo Capital Partners, LLC | 3,139 | $488.0K | 0.11% | −36−1.1% | Reduced |
| Schwab Charitable Fund | 3,150 | $490.0K | 0.06% | 00.0% | Unchanged |
| Sunburst Financial Group, LLC | 3,157 | $491.0K | 0.31% | −397−11.2% | Reduced |
| West Chester Capital Advisors, Inc | 3,154 | $491.0K | 0.38% | −70−2.2% | Reduced |
| Wechter Feldman Wealth Management, Inc. | 3,154 | $491.0K | 0.34% | 00.0% | Unchanged |
| Indie Asset Partners, LLC | 3,193 | $497.0K | 0.40% | −259−7.5% | Reduced |
| Cadinha & Co LLC | 3,195 | $497.0K | 0.07% | −79−2.4% | Reduced |
| Parkside Investments, LLC | 3,199 | $497.0K | 0.10% | +9+0.3% | Added |
| Claret Asset Management Corp | 3,194 | $497.0K | 0.08% | +105+3.4% | Added |
| Lee Financial Co | 3,195 | $497.0K | 0.11% | +506+18.8% | Added |
| Tandem Investment Advisors, Inc. | 3,208 | $499.0K | 0.04% | +487+17.9% | Added |
| Callan Capital, LLC | 3,217 | $500.0K | 0.09% | −505−13.6% | Reduced |
| Novak Financial Planning, LLC | 3,216 | $500.0K | 0.24% | +13+0.4% | Added |
| TrueWealth Advisors, LLC | 3,224 | $501.0K | 0.29% | +20+0.6% | Added |
| Lenox Wealth Advisors, LLC | 3,230 | $502.0K | 0.06% | +904+38.9% | Added |
| David J Yvars Group | 3,233 | $503.0K | 0.28% | +200+6.6% | Added |
| DSC Advisors, L.P. | 3,241 | $504.0K | 0.49% | −442−12.0% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 3,250 | $505.0K | 0.17% | −285−8.1% | Reduced |
| Ocean Capital Management, LLC | 3,250 | $506.0K | 0.22% | −100−3.0% | Reduced |
| Sanford Advisory Services, LLC | 3,270 | $509.0K | 0.13% | −200−5.8% | Reduced |
| Abacus Wealth Partners, LLC | 3,290 | $511.7K | 0.20% | 00.0% | Unchanged |
| Analyst IMS Investment Management Services Ltd. | 3,289 | $512.0K | 0.06% | +64+2.0% | Added |
| Legacy Advisors, LLC | 3,298 | $513.0K | 0.21% | 00.0% | Unchanged |
| Powell Investment Advisors, LLC | 3,295 | $513.0K | 0.32% | 00.0% | Unchanged |
| Golden Green, Inc. | 3,304 | $514.0K | 0.39% | +8+0.2% | Added |
| Capital Planning LLC | 3,311 | $515.0K | 0.22% | −825−19.9% | Reduced |
| BCJ Capital Management, LLC | 3,318 | $516.0K | 0.06% | +417+14.4% | Added |
| Capital Advisory Group Advisory Services, LLC | 3,326 | $517.0K | 0.19% | −104−3.0% | Reduced |