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 |
|---|---|---|---|---|---|
| Tatro Capital, LLC | 3,331 | $518.0K | 0.35% | −1,290−27.9% | Reduced |
| Corbett Road Capital Management, LLC | 3,347 | $521.0K | 0.92% | −566−14.5% | Reduced |
| Bickling Financial Services, Inc. | 3,356 | $522.0K | 0.24% | +202+6.4% | Added |
| Oldfather Financial Services, LLC | 3,287 | $523.0K | 0.29% | −2,014−38.0% | Reduced |
| Cascade Investment Advisors, Inc. | 3,373 | $524.7K | 0.33% | −124−3.5% | Reduced |
| Mascoma Wealth Management LLC | 3,387 | $527.0K | 0.23% | +259+8.3% | Added |
| HITE Hedge Asset Management LLC | 3,392 | $528.0K | 0.07% | 00.0% | Unchanged |
| Summit Wealth Group, LLC | 3,429 | $533.0K | 0.79% | +25+0.7% | Added |
| Amussen Hunsaker Associates LLC | 3,430 | $533.0K | 0.15% | +297+9.5% | Added |
| FFT Wealth Management LLC | 3,445 | $536.0K | 0.12% | +3,445 | New |
| BFT Financial Group, LLC | 3,471 | $540.0K | 0.11% | +203+6.2% | Added |
| Fox Run Management, L.L.C. | 3,489 | $543.0K | 0.49% | −2,124−37.8% | Reduced |
| Dimension Capital Management LLC | 3,489 | $543.0K | 0.12% | −74−2.1% | Reduced |
| Point72 Hong Kong Ltd | 3,496 | $544.0K | 0.04% | −3,226−48.0% | Reduced |
| Cooper/Haims Advisors, LLC | 3,501 | $545.0K | 0.36% | +1,070+44.0% | Added |
| Silver Lake Advisory, LLC | 3,572 | $546.0K | 0.26% | −40−1.1% | Reduced |
| MinichMacGregor Wealth Management, LLC | 3,520 | $547.0K | 0.19% | −73−2.0% | Reduced |
| Financial Strategies Group, Inc. | 3,516 | $547.0K | 0.25% | +786+28.8% | Added |
| Miller Howard Investments Inc | 3,518 | $547.0K | 0.02% | +3,518 | New |
| Northwest Investment Counselors, LLC | 3,521 | $548.0K | 0.15% | −89−2.5% | Reduced |
| Legal Advantage Investments, Inc. | 3,520 | $548.0K | 0.38% | 00.0% | Unchanged |
| Total Investment Management Inc | 3,544 | $551.0K | 0.10% | +606+20.6% | Added |
| Cranbrook Wealth Management, LLC | 3,550 | $552.0K | 0.13% | −37−1.0% | Reduced |
| Mountain Capital Investment Advisors, Inc | 3,677 | $555.0K | 0.26% | −896−19.6% | Reduced |
| Full Sail Capital, LLC | 3,568 | $555.0K | 0.05% | −166−4.4% | Reduced |
| Family Firm, Inc. | 3,580 | $557.0K | 0.15% | −63−1.7% | Reduced |
| Sage Private Wealth Group, LLC | 3,580 | $557.0K | 0.75% | +6+0.2% | Added |
| Youngs Advisory Group, Inc. | 3,584 | $557.0K | 0.59% | +22+0.6% | Added |
| Exchange Traded Concepts, LLC | 3,587 | $558.0K | 0.02% | −13,207−78.6% | Reduced |
| Patron Partners Advisors, LLC | 3,592 | $558.0K | 0.42% | −1,006−21.9% | Reduced |
| Permit Capital, LLC | 3,590 | $558.0K | 0.17% | −645−15.2% | Reduced |
| Firestone Capital Management | 3,587 | $558.0K | 0.20% | +10.0% | Added |
| State of Wyoming | 3,590 | $558.0K | 0.35% | +946+35.8% | Added |
| Security National Bank of Sioux City Iowa | 3,587 | $558.0K | 0.44% | +1,043+41.0% | Added |
| Cim, LLC | 3,559 | $561.0K | 0.09% | −117−3.2% | Reduced |
| Elm Advisors, LLC | 3,612 | $562.0K | 0.33% | 00.0% | Unchanged |
| Raub Brock Capital Management LP | 3,619 | $563.0K | 0.10% | +66+1.9% | Added |
| Benjamin Edwards Inc | 3,628 | $564.0K | 0.39% | −1,341−27.0% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 3,623 | $564.0K | 0.14% | +3,623 | New |
| Montis Financial, LLC | 3,635 | $565.0K | 0.47% | −35−1.0% | Reduced |
| Kidder Stephen W | 3,637 | $566.0K | 0.17% | 00.0% | Unchanged |
| Gitterman Wealth Management, LLC | 3,641 | $566.0K | 0.46% | 00.0% | Unchanged |
| Albert D Mason Inc | 3,637 | $566.0K | 0.35% | +80+2.2% | Added |
| Susquehanna International Group Ltd. | 3,652 | $568.0K | 0.19% | +3,652 | New |
| GeoWealth Management, LLC | 3,665 | $569.0K | 0.07% | +420+12.9% | Added |
| Solstein Capital, LLC | 3,658 | $569.0K | 0.70% | +1,705+87.3% | Added |
| Heck Capital Advisors, LLC | 3,668 | $570.5K | 0.11% | +52+1.4% | Added |
| Shulman DeMeo Asset Management LLC | 3,672 | $571.0K | 0.22% | −93−2.5% | Reduced |
| Dougherty Wealth Advisers LLC | 3,674 | $571.0K | 0.84% | 00.0% | Unchanged |
| Bordeaux Wealth Advisors LLC | 3,668 | $571.0K | 0.33% | +450+14.0% | Added |
| Sierra Capital LLC | 3,670 | $571.0K | 0.11% | +654+21.7% | Added |
| Aspire Private Capital, LLC | 3,674 | $571.0K | 0.18% | +885+31.7% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 3,747 | $573.0K | 0.39% | −49−1.3% | Reduced |
| Denali Advisors LLC | 3,700 | $575.0K | 0.22% | −13,500−78.5% | Reduced |
| Capital City Trust Co | 3,699 | $576.0K | 0.17% | −669−15.3% | Reduced |
| Harbor Group, Inc. | 3,703 | $576.0K | 0.38% | 00.0% | Unchanged |
| Grace Capital | 3,702 | $576.0K | 0.39% | +372+11.2% | Added |
| Crewe Advisors LLC | 3,707 | $577.0K | 0.14% | −87−2.3% | Reduced |
| Nottingham Advisors, Inc. | 3,708 | $577.0K | 0.06% | −25−0.7% | Reduced |
| Berger Financial Group, Inc | 3,717 | $578.0K | 0.10% | −34−0.9% | Reduced |
| Forefront Analytics, LLC | 3,732 | $581.0K | 0.23% | +505+15.6% | Added |
| Beech Hill Advisors, Inc. | 3,762 | $585.0K | 0.24% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 3,769 | $586.0K | 0.36% | −627−14.3% | Reduced |
| Baron Silver Stevens Financial Advisors, LLC | 3,787 | $589.0K | 0.16% | +2,019+114.2% | Added |
| Centerpoint Advisors, LLC | 3,784 | $589.0K | 0.28% | +2,713+253.3% | Added |
| Heartwood Wealth Advisors LLC | 3,792 | $590.0K | 0.09% | 00.0% | Unchanged |
| Fulton Breakefield Broenniman LLC | 3,802 | $591.0K | 0.05% | −150−3.8% | Reduced |
| Frank, Rimerman Advisors LLC | 3,805 | $591.8K | 0.23% | +575+17.8% | Added |
| Spotlight Asset Group, Inc. | 3,805 | $592.0K | 0.23% | −537−12.4% | Reduced |
| Eagle Bay Advisors LLC | 3,767 | $592.0K | 0.48% | +3,767 | New |
| Pineno Levin & Ford Asset Management, Inc. | 3,831 | $596.0K | 0.19% | 00.0% | Unchanged |
| Marathon Capital Management | 3,844 | $597.0K | 0.14% | +244+6.8% | Added |
| Dempze Nancy E | 3,850 | $599.0K | 0.51% | +435+12.7% | Added |
| Old North State Trust, LLC | 3,855 | $600.0K | 0.45% | 00.0% | Unchanged |
| Vista Wealth Management Group, LLC | 3,864 | $601.0K | 0.14% | +768+24.8% | Added |
| Adams Chetwood Wealth Management LLC | 3,870 | $602.0K | 0.42% | +67+1.8% | Added |
| Bluestein R H & Co | 3,880 | $603.0K | 0.02% | −2,000−34.0% | Reduced |
| Mosaic Advisors LLC | 3,880 | $603.0K | 0.39% | −40−1.0% | Reduced |
| Filbrandt Wealth Management, LLC | 3,890 | $605.0K | 0.34% | −10.0% | Reduced |
| Beaumont Asset Management, L.L.C. | 3,890 | $605.0K | 0.47% | +174+4.7% | Added |
| Park Circle Co | 3,900 | $607.0K | 0.48% | 00.0% | Unchanged |
| Private Wealth Strategies, L.L.C. | 3,900 | $607.0K | 0.16% | +650+20.0% | Added |
| Sustainable Insight Capital Management, LLC | 3,909 | $608.0K | 0.36% | −205−5.0% | Reduced |
| South Street Advisors LLC | 3,912 | $608.0K | 0.11% | +200+5.4% | Added |
| Thomas Story & Son LLC | 3,924 | $610.0K | 0.23% | 00.0% | Unchanged |
| Fosun International Ltd | 3,960 | $610.0K | 0.04% | +640+19.3% | Added |
| Cahill Financial Advisors Inc | 3,935 | $612.0K | 0.14% | −35−0.9% | Reduced |
| Blue Water Life Science Advisors, LLC | 13,762 | $613.0K | 0.23% | +12,000+681.0% | Added |
| Day & Ennis, LLC | 3,949 | $614.0K | 0.21% | −19−0.5% | Reduced |
| Hutner Capital Management Inc | 3,962 | $616.0K | 0.39% | −295−6.9% | Reduced |
| Pacific Center for Financial Services | 3,962 | $616.0K | 0.27% | +21+0.5% | Added |
| Northstar Group, Inc. | 3,965 | $616.0K | 0.16% | +50+1.3% | Added |
| Requisite Capital Management, LLC | 3,964 | $617.0K | 0.11% | 00.0% | Unchanged |
| Financial Advisors, LLC | 3,964 | $617.0K | 0.22% | 00.0% | Unchanged |
| Atom Investors LP | 3,969 | $617.0K | 0.13% | +555+16.3% | Added |
| Emerald Advisors, LLC | 3,975 | $618.0K | 0.19% | −1,990−33.4% | Reduced |
| Ullmann Financial Group, Inc. | 3,974 | $618.0K | 0.25% | 00.0% | Unchanged |
| Harrington Investments, INC | 3,982 | $619.0K | 0.37% | −220−5.2% | Reduced |
| Curated Wealth Partners LLC | 3,987 | $620.0K | 0.34% | −726−15.4% | Reduced |
| S.A. Mason LLC | 3,986 | $620.0K | 0.43% | +10+0.3% | Added |