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 |
|---|---|---|---|---|---|
| Reston Wealth Management LLC | 5,056 | $786.0K | 0.39% | +43+0.9% | Added |
| Copperwynd Financial, LLC | 5,067 | $788.0K | 0.33% | +35+0.7% | Added |
| Vantage Financial Partners Ltd., Inc. | 5,074 | $789.0K | 0.44% | +200+4.1% | Added |
| Hexagon Capital Partners LLC | 5,077 | $790.0K | 0.22% | −731−12.6% | Reduced |
| Sadoff Investment Management LLC | 5,078 | $790.0K | 0.05% | 00.0% | Unchanged |
| Navis Wealth Advisors, LLC | 5,083 | $791.0K | 0.66% | +13+0.3% | Added |
| Redhawk Wealth Advisors, Inc. | 5,090 | $792.0K | 0.18% | +878+20.8% | Added |
| Financial Engines Advisors L.L.C. | 5,095 | $793.0K | 0.00% | −701−12.1% | Reduced |
| Wendell David Associates Inc | 5,098 | $793.0K | 0.09% | +122+2.5% | Added |
| Arkansas Financial Group, Inc. | 5,102 | $794.0K | 0.18% | −132−2.5% | Reduced |
| Meridian Investment Counsel Inc. | 5,109 | $795.0K | 0.28% | −1,550−23.3% | Reduced |
| Seelaus Asset Management LLC | 5,118 | $796.0K | 0.46% | 00.0% | Unchanged |
| Great Point Wealth Advisors, LLC | 5,141 | $800.0K | 0.28% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 5,153 | $801.0K | 0.25% | +13+0.3% | Added |
| Red Wave Investments LLC | 5,147 | $801.0K | 0.30% | +124+2.5% | Added |
| Santori & Peters | 5,163 | $803.0K | 0.45% | −38−0.7% | Reduced |
| Financial Consulate, Inc | 5,187 | $807.0K | 0.29% | 00.0% | Unchanged |
| Hutchinson Capital Management | 5,186 | $807.0K | 0.20% | +25+0.5% | Added |
| S&T Bank | 5,188 | $807.0K | 0.13% | +94+1.8% | Added |
| Financial Consulate Inc. | 5,187 | $807.0K | 0.29% | +5,187 | New |
| Element Wealth, LLC | 5,195 | $808.0K | 0.63% | +70+1.4% | Added |
| Aurora Private Wealth, Inc. | 5,198 | $809.0K | 0.32% | +26+0.5% | Added |
| 17 Capital Partners, LLC | 5,205 | $810.0K | 0.75% | +5,205 | New |
| Financial Management Network Inc | 5,199 | $811.0K | 0.41% | 00.0% | Unchanged |
| SNS Financial Group, LLC | 5,231 | $813.0K | 0.11% | −180−3.3% | Reduced |
| Foster Victor Wealth Advisors, LLC | 5,237 | $814.0K | 0.14% | −10.0% | Reduced |
| Rede Wealth, LLC | 5,233 | $814.0K | 0.43% | +10.0% | Added |
| McIlrath & Eck, LLC | 5,241 | $815.0K | 0.25% | +133+2.6% | Added |
| Assetmark, Inc | 5,256 | $817.0K | 0.00% | +154+3.0% | Added |
| Keebeck Alpha, LP | 5,257 | $818.0K | 0.28% | −478−8.3% | Reduced |
| Carlson Capital Management | 5,265 | $819.0K | 0.12% | +111+2.2% | Added |
| Greatmark Investment Partners, Inc. | 5,275 | $820.0K | 0.15% | −164−3.0% | Reduced |
| Ambassador Advisors, LLC | 5,297 | $824.0K | 0.16% | −600−10.2% | Reduced |
| Apella Capital, LLC | 5,305 | $825.0K | 0.14% | +351+7.1% | Added |
| Eubel Brady & Suttman Asset Management Inc | 5,436 | $828.0K | 0.07% | −5,436−50.0% | Reduced |
| Profit Investment Management, LLC | 5,317 | $828.0K | 0.44% | 00.0% | Unchanged |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 5,337 | $830.0K | 0.00% | 00.0% | Unchanged |
| Mint Tower Capital Management B.V. | 5,361 | $834.0K | 0.09% | +5,361 | New |
| Paragon Capital Management Ltd | 5,379 | $837.0K | 0.39% | +4+0.1% | Added |
| Burt Wealth Advisors | 5,387 | $838.0K | 0.30% | 00.0% | Unchanged |
| Westhampton Capital, LLC | 5,397 | $839.0K | 0.55% | +1,015+23.2% | Added |
| Costello Asset Management, INC | 5,403 | $840.0K | 0.55% | −20−0.4% | Reduced |
| Omnia Family Wealth, LLC | 5,398 | $840.0K | 0.54% | +35+0.7% | Added |
| Sandbox Financial Partners, LLC | 5,405 | $841.0K | 0.63% | +26+0.5% | Added |
| Lindbrook Capital, LLC | 5,415 | $842.0K | 0.19% | −613−10.2% | Reduced |
| Echo Street Capital Management LLC | 5,430 | $845.0K | 0.01% | +4,105+309.8% | Added |
| Lantz Financial LLC | 5,445 | $847.0K | 0.44% | −150−2.7% | Reduced |
| Engrave Wealth Partners LLC | 5,450 | $848.0K | 0.26% | +1,504+38.1% | Added |
| Security National Bank | 5,472 | $851.0K | 0.22% | 00.0% | Unchanged |
| Hunter Associates Investment Management LLC | 5,479 | $852.0K | 0.27% | −6,450−54.1% | Reduced |
| Perritt Capital Management Inc | 5,492 | $854.0K | 0.45% | −1,229−18.3% | Reduced |
| Mirabella Financial Services LLP | 5,496 | $855.0K | 0.16% | −967−15.0% | Reduced |
| P.A.W. Capital Corp | 5,500 | $855.0K | 0.73% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 5,506 | $856.0K | 0.65% | −525−8.7% | Reduced |
| Portland Global Advisors LLC | 5,510 | $857.0K | 0.17% | +379+7.4% | Added |
| Capstone Investment Advisors, LLC | 5,519 | $858.0K | 0.02% | −16,099−74.5% | Reduced |
| Formidable Asset Management, LLC | 5,528 | $860.0K | 0.18% | −3,597−39.4% | Reduced |
| Legacy Capital Partners, Inc. | 5,531 | $860.0K | 0.31% | −25−0.4% | Reduced |
| America First Investment Advisors, LLC | 5,550 | $863.0K | 0.25% | 00.0% | Unchanged |
| Diversified, LLC | 5,547 | $863.0K | 0.48% | +340+6.5% | Added |
| Outlook Wealth Advisors, LLC | 5,556 | $864.0K | 0.28% | +790+16.6% | Added |
| Foundations Investment Advisors, LLC | 5,552 | $865.0K | 0.04% | −328−5.6% | Reduced |
| Ninety One SA (PTY) Ltd | 5,599 | $869.0K | 0.32% | −6,856−55.0% | Reduced |
| Titus Wealth Management | 5,593 | $870.0K | 0.47% | +136+2.5% | Added |
| Moller Financial Services | 5,601 | $871.0K | 0.29% | −275−4.7% | Reduced |
| Latitude Advisors, LLC | 5,598 | $871.0K | 0.65% | +37+0.7% | Added |
| Alliance Wealth Management Group | 5,615 | $873.0K | 0.29% | −653−10.4% | Reduced |
| Investment House LLC | 5,625 | $874.0K | 0.06% | −150−2.6% | Reduced |
| SRS Capital Advisors, Inc. | 5,649 | $879.0K | 0.12% | +5,649 | New |
| Darwin Advisors, LLC | 5,657 | $880.0K | 0.14% | −67−1.2% | Reduced |
| CRA Financial Services, LLC | 5,655 | $880.0K | 0.31% | +117+2.1% | Added |
| Interchange Capital Partners, LLC | 5,679 | $883.0K | 1.37% | −1,308−18.7% | Reduced |
| Legacy Wealth Planning, LLC | 5,689 | $885.0K | 1.01% | +131+2.4% | Added |
| Asset Management Corp | 5,693 | $886.0K | 0.57% | +353+6.6% | Added |
| TFC Financial Management | 5,700 | $887.0K | 0.30% | −166−2.8% | Reduced |
| RGT Wealth Advisors, LLC | 5,749 | $894.0K | 0.16% | −155−2.6% | Reduced |
| Landaas & Co | 5,747 | $894.0K | 0.50% | +4+0.1% | Added |
| Jackson Hole Capital Partners, LLC | 5,756 | $895.0K | 0.31% | −293−4.8% | Reduced |
| WealthTrust Axiom LLC | 5,769 | $897.0K | 0.29% | −609−9.5% | Reduced |
| Simon Quick Advisors, LLC | 5,778 | $898.0K | 0.24% | −26−0.4% | Reduced |
| RWM Asset Management, LLC | 5,793 | $901.0K | 0.17% | +1,708+41.8% | Added |
| Investors Financial Group, LLC | 5,799 | $902.0K | 0.48% | +127+2.2% | Added |
| Ami Asset Management Corp | 5,806 | $903.0K | 0.05% | +979+20.3% | Added |
| FSB Premier Wealth Management, Inc. | 5,818 | $905.0K | 0.46% | +188+3.3% | Added |
| Bellevue Asset Management, LLC | 5,839 | $908.0K | 0.55% | +10.0% | Added |
| Black Diamond Financial, LLC | 5,852 | $910.0K | 0.36% | 00.0% | Unchanged |
| Maltin Wealth Management, Inc. | 5,855 | $911.0K | 0.55% | −2,430−29.3% | Reduced |
| American State Bank (Iowa) | 5,874 | $913.6K | 0.71% | +175+3.1% | Added |
| Altus Wealth Group LLC | 5,891 | $917.0K | 0.90% | −3−0.1% | Reduced |
| Crew Capital Management, Ltd. | 5,900 | $918.0K | 0.86% | 00.0% | Unchanged |
| Stanley-Laman Group, Ltd. | 5,916 | $920.0K | 0.13% | +1,228+26.2% | Added |
| Donald L. Hagan, LLC | 5,975 | $929.0K | 0.55% | +321+5.7% | Added |
| Castleview Partners, LLC | 5,976 | $929.0K | 0.41% | +5,976 | New |
| Round Table Services, LLC | 5,979 | $930.0K | 0.20% | −475−7.4% | Reduced |
| Regent Peak Wealth Advisors LLC | 6,155 | $934.0K | 0.26% | +496+8.8% | Added |
| Whitcomb & Hess, Inc. | 6,007 | $934.0K | 0.40% | +6,007 | New |
| Cubic Asset Management, LLC | 6,050 | $941.0K | 0.23% | −100−1.6% | Reduced |
| PBMares Wealth Management LLC | 6,061 | $943.0K | 0.51% | −267−4.2% | Reduced |
| Nadler Financial Group, Inc. | 6,060 | $943.0K | 0.15% | +11+0.2% | Added |
| Systematic Financial Management LP | 6,075 | $945.0K | 0.03% | 00.0% | Unchanged |