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 |
|---|---|---|---|---|---|
| Ratan Capital Management LP | 4,000 | $622.0K | 0.05% | 00.0% | Unchanged |
| Washburn Capital Management, Inc. | 4,020 | $625.0K | 0.42% | +1,102+37.8% | Added |
| WNY Asset Management, LLC | 4,033 | $627.0K | 0.22% | +3+0.1% | Added |
| Stonehearth Capital Management, LLC | 4,035 | $628.0K | 0.31% | +129+3.3% | Added |
| Cowa, LLC | 4,037 | $630.0K | 0.39% | −875−17.8% | Reduced |
| Global Strategic Investment Solutions, LLC | 4,051 | $630.0K | 0.11% | +519+14.7% | Added |
| TRH Financial, LLC | 4,063 | $632.0K | 0.27% | −582−12.5% | Reduced |
| Truehand, Inc | 4,067 | $633.0K | 0.37% | 00.0% | Unchanged |
| Domani Wealth, LLC | 4,067 | $633.0K | 0.13% | +7+0.2% | Added |
| Tortoise Investment Management, LLC | 4,077 | $634.0K | 0.13% | −825−16.8% | Reduced |
| Berkeley Capital Partners, LLC | 4,074 | $634.0K | 0.28% | −113−2.7% | Reduced |
| Mark Asset Management LP | 4,073 | $634.0K | 0.09% | −46−1.1% | Reduced |
| Newport Wealth Strategies, Inc. | 4,079 | $634.0K | 0.37% | +10.0% | Added |
| Annandale Capital, LLC | 4,080 | $635.0K | 0.38% | +62+1.5% | Added |
| Harvest Investment Services, LLC | 4,103 | $638.0K | 0.27% | +231+6.0% | Added |
| Corundum Group, Inc. | 4,120 | $641.0K | 0.42% | −466−10.2% | Reduced |
| Consolidated Planning Corp | 4,151 | $645.0K | 0.48% | +17+0.4% | Added |
| Rosenberg Matthew Hamilton | 4,160 | $647.0K | 0.34% | +215+5.4% | Added |
| F/M Investments LLC | 4,188 | $651.0K | 0.51% | −1,523−26.7% | Reduced |
| Independent Family Office, LLC | 3,959 | $652.0K | 0.25% | +1,302+49.0% | Added |
| Edgemoor Investment Advisors, Inc. | 4,202 | $654.0K | 0.06% | 00.0% | Unchanged |
| Garrett Investment Advisors LLC | 4,206 | $654.0K | 0.21% | +362+9.4% | Added |
| Mosaic Family Wealth, LLC | 4,211 | $655.0K | 0.19% | +26+0.6% | Added |
| Fairview Capital Investment Management, LLC | 4,222 | $656.0K | 0.05% | +101+2.5% | Added |
| Fountainhead AM, LLC | 4,316 | $657.0K | 0.35% | 00.0% | Unchanged |
| Triumph Capital Management | 4,234 | $657.0K | 0.38% | +4,234 | New |
| Independent Solutions Wealth Management, LLC | 4,228 | $657.6K | 0.16% | +318+8.1% | Added |
| New Vernon Investment Management LLC | 4,253 | $662.0K | 1.21% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 4,275 | $665.0K | 0.25% | +167+4.1% | Added |
| Bender Robert & Associates | 4,279 | $666.0K | 0.19% | 00.0% | Unchanged |
| Norris Financial Group, LLC | 4,282 | $666.0K | 0.45% | +43+1.0% | Added |
| Summit Asset Management, LLC | 4,304 | $669.0K | 0.21% | +100+2.4% | Added |
| Hillcrest Wealth Advisors - NY, LLC | 4,310 | $670.0K | 0.41% | +292+7.3% | Added |
| Eldridge Investment Advisors, Inc. | 4,317 | $671.0K | 0.24% | +23+0.5% | Added |
| LCM Capital Management Inc | 4,323 | $672.0K | 0.56% | +18+0.4% | Added |
| LVZ Advisors, Inc. | 4,348 | $676.0K | 0.10% | +135+3.2% | Added |
| Fermata Advisors, LLC | 4,338 | $676.0K | 0.39% | +1,980+84.0% | Added |
| Southland Equity Partners LLC | 4,349 | $676.4K | 0.32% | +304+7.5% | Added |
| Oberweis Asset Management Inc | 4,352 | $677.0K | 0.15% | −78−1.8% | Reduced |
| Marshall Financial Group LLC | 4,380 | $681.0K | 0.37% | −16−0.4% | Reduced |
| Kowal Investment Group, LLC | 4,387 | $682.0K | 0.25% | −330−7.0% | Reduced |
| Aua Capital Management, LLC | 4,388 | $683.0K | 0.42% | 00.0% | Unchanged |
| Paloma Partners Management Co | 4,402 | $685.0K | 0.02% | −93,398−95.5% | Reduced |
| Marshall Financial Group Inc | 4,409 | $686.0K | 0.29% | +12+0.3% | Added |
| Chelsea Counsel Co | 4,420 | $688.0K | 0.32% | −500−10.2% | Reduced |
| Grant Street Asset Management, Inc. | 4,435 | $690.0K | 0.86% | −12−0.3% | Reduced |
| Mogy Joel R Investment Counsel Inc | 4,443 | $691.0K | 0.06% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 4,456 | $693.0K | 0.19% | −346−7.2% | Reduced |
| Riggs Asset Managment Co. Inc. | 4,465 | $694.0K | 0.19% | +100+2.3% | Added |
| Glassman Wealth Services | 4,472 | $696.0K | 0.15% | −181−3.9% | Reduced |
| Cypress Capital Management LLC (WY) | 4,480 | $697.0K | 0.54% | 00.0% | Unchanged |
| Morris Capital Advisors, LLC | 4,495 | $699.0K | 0.53% | 00.0% | Unchanged |
| Southeast Asset Advisors Inc. | 4,500 | $700.0K | 0.11% | +725+19.2% | Added |
| Avondale Wealth Management | 4,500 | $700.0K | 0.65% | +4,500 | New |
| Garde Capital, Inc. | 4,531 | $705.0K | 0.07% | +250+5.8% | Added |
| Merrion Investment Management Co, LLC | 4,544 | $706.0K | 0.54% | 00.0% | Unchanged |
| Bay Rivers Group | 4,561 | $709.0K | 0.50% | −100−2.1% | Reduced |
| Campion Asset Management LLC | 4,565 | $710.0K | 0.59% | −1,220−21.1% | Reduced |
| Addison Advisors LLC | 4,563 | $710.0K | 0.57% | +4,563 | New |
| GenWealth Group, Inc. | 4,582 | $712.0K | 0.21% | −486−9.6% | Reduced |
| Johnson Financial Group, LLC | 4,586 | $713.0K | 0.14% | +1,116+32.2% | Added |
| R.H. Dinel Investment Counsel, Inc. | 4,592 | $714.0K | 0.51% | 00.0% | Unchanged |
| American Research & Management Co. | 4,596 | $715.0K | 0.16% | +200+4.5% | Added |
| Wimmer Associates 1, LLC | 4,614 | $718.0K | 0.42% | −75−1.6% | Reduced |
| Trust Co of Oklahoma | 4,620 | $718.6K | 0.24% | −762−14.2% | Reduced |
| First Heartland Consultants, Inc. | 4,627 | $720.0K | 0.11% | +123+2.7% | Added |
| Merriman Wealth Management, LLC | 4,642 | $722.0K | 0.06% | +194+4.4% | Added |
| Schneider Downs Wealth Management Advisors, LP | 4,653 | $724.0K | 0.19% | −7−0.2% | Reduced |
| Dohj, LLC | 4,671 | $727.0K | 0.38% | −300−6.0% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 4,699 | $731.0K | 0.47% | +175+3.9% | Added |
| Birchcreek Wealth Management, LLC | 4,721 | $734.0K | 0.71% | −925−16.4% | Reduced |
| Arbor Investment Advisors, LLC | 4,717 | $734.0K | 0.15% | +25+0.5% | Added |
| Monterey Private Wealth, Inc. | 4,720 | $734.0K | 0.42% | +486+11.5% | Added |
| Cohen & Steers, Inc. | 4,773 | $742.0K | 0.00% | −1,037−17.8% | Reduced |
| CMG Global Holdings, LLC | 4,768 | $742.0K | 0.56% | +229+5.0% | Added |
| Winfield Associates, Inc. | 4,783 | $744.0K | 0.27% | +500+11.7% | Added |
| Wedge Capital Management L L P | 4,791 | $745.0K | 0.01% | −1,288−21.2% | Reduced |
| TriaGen Wealth Management LLC | 4,936 | $749.0K | 0.39% | −230−4.5% | Reduced |
| McDaniel Terry & Co | 4,820 | $750.0K | 0.09% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 4,827 | $751.0K | 0.19% | +607+14.4% | Added |
| Hobart Private Capital, LLC | 4,829 | $751.1K | 0.31% | −449−8.5% | Reduced |
| Wealth Dimensions Group, Ltd. | 4,846 | $754.0K | 0.51% | −267−5.2% | Reduced |
| Financial Perspectives, Inc | 4,850 | $754.4K | 0.37% | −749,145−99.4% | Reduced |
| Carl P. Sherr & Co., LLC | 4,871 | $758.0K | 0.52% | +50+1.0% | Added |
| Affinity Capital Advisors, LLC | 4,877 | $759.0K | 0.26% | −209−4.1% | Reduced |
| S. R. Schill & Associates | 4,884 | $760.0K | 0.30% | 00.0% | Unchanged |
| HYA Advisors, Inc | 4,903 | $763.0K | 0.32% | −191−3.7% | Reduced |
| LifePro Asset Management | 4,903 | $763.0K | 0.23% | 00.0% | Unchanged |
| Lorne Steinberg Wealth Management Inc. | 4,910 | $764.0K | 0.38% | +240+5.1% | Added |
| Delta Investment Management, LLC | 4,918 | $765.0K | 0.23% | +10.0% | Added |
| Mizuho Markets Cayman LP | 4,937 | $768.0K | 0.14% | −2,036−29.2% | Reduced |
| Concorde Asset Management, LLC | 4,801 | $770.0K | 0.43% | −1,516−24.0% | Reduced |
| Benson Investment Management Company, Inc. | 4,950 | $770.0K | 0.39% | 00.0% | Unchanged |
| Gray Wealth Management Inc. | 4,977 | $774.0K | 0.45% | −63−1.3% | Reduced |
| Sax Wealth Advisors, LLC | 4,975 | $774.0K | 0.27% | +60+1.2% | Added |
| First Command Bank | 4,989 | $775.0K | 0.09% | −160−3.1% | Reduced |
| First Command Financial Services, Inc. | 4,989 | $775.0K | 0.09% | −160−3.1% | Reduced |
| Greenhaven Associates IncSuperinvestorGreenhaven Associates | 5,000 | $778.0K | 0.02% | 00.0% | Unchanged |
| Centric Wealth Management | 5,029 | $782.0K | 0.27% | −338−6.3% | Reduced |
| Austin Private Wealth, LLC | 5,043 | $784.0K | 0.18% | −305−5.7% | Reduced |