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 |
|---|---|---|---|---|---|
| Bouchey Financial Group Ltd | 6,137 | $954.0K | 0.15% | −51−0.8% | Reduced |
| Cardinal Strategic Wealth Guidance | 6,151 | $955.0K | 0.50% | −165−2.6% | Reduced |
| Hurlow Wealth Management Group, Inc. | 6,166 | $959.0K | 0.63% | −62−1.0% | Reduced |
| Allegheny Financial Group LTD | 6,172 | $960.0K | 0.43% | +156+2.6% | Added |
| HMS Capital Management, LLC | 6,200 | $964.0K | 0.44% | +588+10.5% | Added |
| Riverbridge Partners LLC | 6,205 | $965.0K | 0.01% | −156−2.5% | Reduced |
| Dixon Hubard Feinour & Brown Inc | 6,217 | $967.0K | 0.20% | −520−7.7% | Reduced |
| Marble Harbor Investment Counsel, LLC | 6,218 | $967.0K | 0.12% | +300+5.1% | Added |
| Madden Securities Corp | 6,229 | $969.0K | 0.51% | +230+3.8% | Added |
| CWS Financial Advisors, LLC | 6,237 | $970.0K | 0.39% | +106+1.7% | Added |
| Keating Investment Counselors Inc | 6,248 | $972.0K | 0.45% | −356−5.4% | Reduced |
| Colonial River Wealth Management, LLC | 6,249 | $972.0K | 0.69% | +336+5.7% | Added |
| Westwood Management Corp | 6,260 | $974.0K | 0.08% | 00.0% | Unchanged |
| Knowledge Leaders Capital, LLC | 6,260 | $974.0K | 0.65% | +6,260 | New |
| Signet Financial Management, LLC | 6,266 | $975.0K | 0.33% | +834+15.4% | Added |
| Insight Advisors, LLC | 6,466 | $977.0K | 0.31% | −59−0.9% | Reduced |
| Brown Capital Management LLC | 6,284 | $977.0K | 0.01% | −37−0.6% | Reduced |
| Truadvice, LLC | 6,462 | $979.0K | 0.21% | +337+5.5% | Added |
| Cable Hill Partners, LLC | 6,293 | $979.0K | 0.23% | +4,009+175.5% | Added |
| Sterneck Capital Management, LLC | 6,462 | $980.0K | 0.61% | −349−5.1% | Reduced |
| Westfield Capital Management Co LP | 6,300 | $980.0K | 0.01% | 00.0% | Unchanged |
| Vision Capital Management, Inc. | 6,301 | $980.0K | 0.16% | +10.0% | Added |
| Castle Rock Wealth Management, LLC | 6,153 | $980.0K | 0.36% | −72−1.2% | Reduced |
| Alera Investment Advisors, LLC | 6,381 | $981.0K | 0.30% | +131+2.1% | Added |
| Western Financial Corporation | 6,372 | $991.0K | 0.54% | +473+8.0% | Added |
| Skba Capital Management LLC | 6,382 | $993.0K | 0.19% | +220+3.6% | Added |
| Hayden Royal, LLC | 6,433 | $1.00M | 0.55% | +6+0.1% | Added |
| Wagner Wealth Management, LLC | 6,443 | $1.00M | 0.72% | +457+7.6% | Added |
| Private Wealth Advisors | 6,455 | $1.00M | 0.31% | +21+0.3% | Added |
| Patriot Investment Management Inc. | 6,458 | $1.00M | 0.09% | +241+3.9% | Added |
| Greystone Financial Group, LLC | 6,476 | $1.01M | 0.25% | +206+3.3% | Added |
| Wilkins Investment Counsel Inc | 6,479 | $1.01M | 0.25% | −500−7.2% | Reduced |
| Twin Focus Capital Partners, LLC | 6,494 | $1.01M | 0.23% | +244+3.9% | Added |
| Fullen Financial Group | 6,500 | $1.01M | 0.60% | +661+11.3% | Added |
| Islay Capital Management, LLC | 6,527 | $1.01M | 0.82% | −371−5.4% | Reduced |
| Alta Wealth Advisors LLC | 6,522 | $1.01M | 0.74% | +182+2.9% | Added |
| Cozad Asset Management Inc | 6,535 | $1.02M | 0.16% | −1,124−14.7% | Reduced |
| McLean Asset Management Corp | 6,737 | $1.02M | 0.46% | +29+0.4% | Added |
| Cambridge Advisors Inc. | 6,580 | $1.02M | 0.25% | 00.0% | Unchanged |
| Capital Management Associates | 6,575 | $1.02M | 0.98% | 00.0% | Unchanged |
| Geller Advisors LLC | 6,609 | $1.03M | 0.22% | −333−4.8% | Reduced |
| Wall Street Access Asset Management, LLC | 6,612 | $1.03M | 0.58% | +37+0.6% | Added |
| Pasadena Private Wealth, LLC | 6,612 | $1.03M | 0.35% | +131+2.0% | Added |
| Legacy Wealth Asset Management, LLC | 6,618 | $1.03M | 0.46% | +41+0.6% | Added |
| BNC Wealth Management, LLC | 6,624 | $1.03M | 0.62% | +49+0.7% | Added |
| Bigelow Investment Advisors, LLC | 6,634 | $1.03M | 0.50% | +350+5.6% | Added |
| Northwest Wealth Management, LLC | 6,651 | $1.03M | 0.55% | −190−2.8% | Reduced |
| Rodgers Brothers Inc. | 6,647 | $1.03M | 0.20% | +450+7.3% | Added |
| Resource Planning Group | 6,650 | $1.03M | 0.60% | +1,058+18.9% | Added |
| Semmax Financial Advisors Inc. | 6,660 | $1.04M | 0.33% | +731+12.3% | Added |
| Crumly & Associates Inc. | 6,663 | $1.04M | 0.50% | +1,534+29.9% | Added |
| Foresight Wealth Management, LLC | 6,670 | $1.04M | 0.44% | +903+15.7% | Added |
| Dean Investment Associates, LLC | 6,675 | $1.04M | 0.19% | −10−0.1% | Reduced |
| First National Bank of Hutchinson | 6,675 | $1.04M | 0.54% | +119+1.8% | Added |
| Pratt Collard Advisory Partners LLC | 6,683 | $1.04M | 0.69% | −17−0.3% | Reduced |
| Voya Financial Advisors, Inc. | 6,760 | $1.04M | 0.14% | −44,727−86.9% | Reduced |
| First Quadrant L P | 6,698 | $1.04M | 0.12% | −4,600−40.7% | Reduced |
| AXS Investments LLC | 6,699 | $1.04M | 0.32% | +371+5.9% | Added |
| Vigilare Wealth Management | 6,703 | $1.04M | 0.63% | −52−0.8% | Reduced |
| REDW Wealth LLC | 6,707 | $1.04M | 0.33% | +203+3.1% | Added |
| Future Financial Wealth Managment LLC | 6,713 | $1.04M | 1.07% | −671−9.1% | Reduced |
| Advisor OS, LLC | 6,709 | $1.04M | 0.22% | +2,578+62.4% | Added |
| GQG Partners LLC | 6,714 | $1.04M | 0.00% | +6,714 | New |
| SignalPoint Asset Management, LLC | 6,734 | $1.05M | 0.34% | +194+3.0% | Added |
| Hotaling Investment Management, LLC | 6,759 | $1.05M | 0.43% | +38+0.6% | Added |
| Oak Ridge Investments LLC | 6,766 | $1.05M | 0.09% | 00.0% | Unchanged |
| Successful Portfolios LLC | 6,793 | $1.06M | 0.64% | +138+2.1% | Added |
| Baystate Wealth Management LLC | 6,797 | $1.06M | 0.10% | +520+8.3% | Added |
| Winmill & Co. Inc | 6,800 | $1.06M | 0.38% | 00.0% | Unchanged |
| Galibier Capital Management Ltd. | 6,831 | $1.06M | 0.14% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 6,830 | $1.06M | 0.69% | +183+2.8% | Added |
| Portland Investment Counsel Inc. | 6,765 | $1.07M | 0.53% | 00.0% | Unchanged |
| Onyx Bridge Wealth Group LLC | 7,048 | $1.07M | 0.46% | +1,776+33.7% | Added |
| Insight Wealth Strategies, LLC | 6,890 | $1.07M | 0.15% | −3,862−35.9% | Reduced |
| Meridian Financial Partners LLC | 7,189 | $1.08M | 0.74% | +269+3.9% | Added |
| Maven Securities LTD | 6,920 | $1.08M | 0.11% | +4,060+142.0% | Added |
| Investors Research Corp | 6,940 | $1.08M | 0.37% | 00.0% | Unchanged |
| Greylin Investment Mangement Inc | 6,950 | $1.08M | 0.21% | −100−1.4% | Reduced |
| Gilbert & Cook, Inc. | 6,950 | $1.08M | 0.19% | +244+3.6% | Added |
| Single Point Partners, LLC | 6,976 | $1.08M | 0.37% | −562−7.5% | Reduced |
| Personal Cfo Solutions, LLC | 6,976 | $1.08M | 0.22% | −251−3.5% | Reduced |
| Affiance Financial, LLC | 6,991 | $1.09M | 0.46% | +12+0.2% | Added |
| Rock Creek Group, LP | 6,993 | $1.09M | 0.16% | +1,001+16.7% | Added |
| Ballew Advisors, Inc | 6,997 | $1.09M | 0.76% | +6,997 | New |
| Wealth Alliance Advisory Group, LLC | 7,012 | $1.09M | 0.53% | +154+2.2% | Added |
| Northside Capital Management, LLC | 7,021 | $1.09M | 0.27% | −1,325−15.9% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 7,020 | $1.09M | 0.07% | +705+11.2% | Added |
| Tradition Wealth Management, LLC | 7,058 | $1.10M | 0.16% | −118−1.6% | Reduced |
| Tributary Capital Management, LLC | 7,069 | $1.10M | 0.08% | −156−2.2% | Reduced |
| First Citizens Financial Corp | 7,089 | $1.10M | 0.83% | −10−0.1% | Reduced |
| Cliftonlarsonallen Wealth Advisors, LLC | 7,095 | $1.10M | 0.05% | +7,095 | New |
| Wealth Management Partners, LLC | 7,116 | $1.11M | 0.77% | +129+1.8% | Added |
| Syntal Capital Partners, LLC | 7,153 | $1.11M | 0.39% | −460−6.0% | Reduced |
| Collective Family Office LLC | 7,147 | $1.11M | 0.48% | +20.0% | Added |
| Purus Wealth Management, LLC | 7,157 | $1.11M | 0.80% | +1,869+35.3% | Added |
| Richard P Slaughter Associates Inc | 7,172 | $1.11M | 0.43% | +186+2.7% | Added |
| Fortress Wealth Group, LLC | 7,166 | $1.11M | 1.00% | +7,166 | New |
| MEMBERS Trust Co | 7,176 | $1.12M | 0.04% | +758+11.8% | Added |
| Alesco Advisors LLC | 7,205 | $1.12M | 0.04% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 7,215 | $1.12M | 0.20% | −113−1.5% | Reduced |