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 | 5,103 | $572.1B |
| Q4 2025 | 5,155 | $639.5B |
| Q3 2025 | 4,766 | $618.0B |
| Q2 2025 | 4,753 | $582.4B |
| Q1 2025 | 4,680 | $494.6B |
| Q4 2024 | 4,680 | $490.0B |
| Q3 2024 | 4,216 | $429.4B |
| Q2 2024 | 4,182 | $416.2B |
| Q1 2024 | 4,121 | $414.5B |
| Q4 2023 | 4,002 | $351.8B |
| Q3 2023 | 3,711 | $297.0B |
| Q2 2023 | 3,673 | $297.6B |
| Q1 2023 | 3,613 | $266.3B |
| Q4 2022 | 3,629 | $278.3B |
| Q3 2022 | 3,396 | $212.9B |
| Q2 2022 | 3,428 | $229.3B |
| Q1 2022 | 3,520 | $278.9B |
| Q4 2021 | 3,595 | $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 |
|---|---|---|---|---|---|
| Wetherby Asset Management Inc | 71,524 | $11.1M | 0.68% | +6,679+10.3% | Added |
| Whitener Capital Management, Inc. | 71,485 | $11.1M | 4.43% | +796+1.1% | Added |
| Ar Asset Management Inc | 71,231 | $11.1M | 3.10% | 00.0% | Unchanged |
| Intact Investment Management Inc. | 71,100 | $11.1M | 0.31% | −4,000−5.3% | Reduced |
| First Horizon Corp | 70,952 | $11.0M | 0.99% | −3,751−5.0% | Reduced |
| Boenning & Scattergood, Inc. | 70,693 | $11.0M | 1.91% | −182−0.3% | Reduced |
| Fullerton Fund Management Co Ltd. | 70,623 | $11.0M | 0.75% | −56,188−44.3% | Reduced |
| Hennessy Advisors Inc | 70,600 | $11.0M | 0.61% | −1,750−2.4% | Reduced |
| Miracle Mile Advisors, LLC | 70,601 | $11.0M | 0.58% | +568+0.8% | Added |
| Fairfield, Bush & Co. | 70,527 | $11.0M | 2.98% | −4,532−6.0% | Reduced |
| Two Sigma Investments, LP | 70,294 | $10.9M | 0.03% | +57,853+465.0% | Added |
| Autus Asset Management, LLC | 70,180 | $10.9M | 1.19% | −392−0.6% | Reduced |
| Caldwell Trust Co | 70,151 | $10.9M | 1.43% | +971+1.4% | Added |
| Harvey Capital Management Inc | 70,017 | $10.9M | 3.59% | −140−0.2% | Reduced |
| Icon Advisers Inc | 69,995 | $10.9M | 1.78% | 00.0% | Unchanged |
| Palisade Asset Management, LLC | 69,993 | $10.9M | 1.28% | +293+0.4% | Added |
| Picton Mahoney Asset Management | 69,990 | $10.9M | 0.39% | −47,122−40.2% | Reduced |
| ARS Wealth Advisors, LLC | 69,710 | $10.8M | 1.95% | +2,579+3.8% | Added |
| Visionary Wealth Advisors | 69,597 | $10.8M | 1.09% | +2,715+4.1% | Added |
| Heritage Trust Co | 69,433 | $10.8M | 1.54% | +2,163+3.2% | Added |
| Griffin Asset Management, Inc. | 69,151 | $10.8M | 1.30% | +2,958+4.5% | Added |
| GHP Investment Advisors, Inc. | 68,936 | $10.7M | 0.86% | +2,285+3.4% | Added |
| BP PLC | 68,065 | $10.6M | 0.45% | −28,803−29.7% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 68,009 | $10.6M | 1.70% | +35+0.1% | Added |
| Edgestream Partners, L.P. | 67,838 | $10.6M | 0.62% | +56,492+497.9% | Added |
| Strategic Global Advisors, LLC | 67,748 | $10.5M | 1.91% | −4,288−6.0% | Reduced |
| Loews Corp | 67,500 | $10.5M | 0.09% | −27,500−28.9% | Reduced |
| GAM Holding AG | 67,350 | $10.5M | 0.46% | −625−0.9% | Reduced |
| Sompo Asset Management Co., Ltd. | 67,350 | $10.5M | 2.14% | +2,290+3.5% | Added |
| Barbara Oil Co. | 67,000 | $10.4M | 4.81% | 00.0% | Unchanged |
| Bel Air Investment Advisors LLC | 66,763 | $10.4M | 0.32% | +1,067+1.6% | Added |
| Vestcor Inc | 66,696 | $10.4M | 0.35% | +9,848+17.3% | Added |
| Buffington Mohr McNeal | 66,583 | $10.4M | 2.03% | +823+1.3% | Added |
| Bremer Bank National Association | 65,742 | $10.2M | 2.19% | −280−0.4% | Reduced |
| SFE Investment Counsel | 65,583 | $10.2M | 2.81% | −3,218−4.7% | Reduced |
| Pioneer Trust Bank N A | 65,492 | $10.2M | 2.89% | −9,285−12.4% | Reduced |
| Stockman Wealth Management, Inc. | 65,094 | $10.1M | 2.42% | +1,793+2.8% | Added |
| Schnieders Capital Management LLC | 65,095 | $10.1M | 2.76% | +6,058+10.3% | Added |
| Ami Investment Management Inc | 64,953 | $10.1M | 4.10% | −521−0.8% | Reduced |
| First Midwest Bank Trust Division | 64,878 | $10.1M | 1.36% | −2,043−3.1% | Reduced |
| Old Second National Bank of Aurora | 64,582 | $10.0M | 2.76% | −1,499−2.3% | Reduced |
| Hoey Investments, Inc | 64,581 | $10.0M | 3.07% | +10,122+18.6% | Added |
| NewEdge Wealth, LLC | 64,493 | $10.0M | 0.77% | +5,129+8.6% | Added |
| Brown Advisory Securities, LLC | 64,340 | $10.0M | 1.57% | −592−0.9% | Reduced |
| We Are One Seven, LLC | 64,317 | $10.0M | 1.40% | +7,288+12.8% | Added |
| Aj Wealth Strategies, LLC | 64,144 | $9.98M | 0.60% | −2,969−4.4% | Reduced |
| Pettyjohn, Wood & White, Inc | 64,087 | $9.97M | 2.23% | +258+0.4% | Added |
| Telos Capital Management, Inc. | 63,960 | $9.95M | 1.32% | −317−0.5% | Reduced |
| Spinnaker Trust | 63,914 | $9.94M | 0.69% | −1,375−2.1% | Reduced |
| Snowden Capital Advisors LLC | 63,843 | $9.93M | 0.50% | +4,980+8.5% | Added |
| Level Four Advisory Services, LLC | 63,774 | $9.92M | 0.69% | +5,059+8.6% | Added |
| LSV Asset Management | 63,760 | $9.92M | 0.02% | −31,240−32.9% | Reduced |
| Segment Wealth Management, LLC | 63,632 | $9.90M | 1.18% | +1,713+2.8% | Added |
| Boston Family Office LLC | 63,574 | $9.89M | 0.71% | −85−0.1% | Reduced |
| Gratus Capital LLC | 63,558 | $9.89M | 1.10% | −36,003−36.2% | Reduced |
| Perigon Wealth Management, LLC | 63,536 | $9.88M | 0.88% | +2,857+4.7% | Added |
| Pensionfund DSM Netherlands | 63,500 | $9.88M | 1.27% | −4,000−5.9% | Reduced |
| Wolverine Trading, LLC | 63,979 | $9.86M | 0.27% | −140,592−68.7% | Reduced |
| Skylands Capital, LLC | 63,225 | $9.83M | 1.16% | −1,150−1.8% | Reduced |
| Buckingham Strategic Wealth, LLC | 63,164 | $9.82M | 0.24% | +855+1.4% | Added |
| Fagan Associates, Inc. | 63,146 | $9.82M | 2.10% | −397−0.6% | Reduced |
| Legacy Private Trust Co. | 62,873 | $9.78M | 0.82% | +374+0.6% | Added |
| Hills Bank & Trust Co | 62,688 | $9.75M | 1.48% | −364−0.6% | Reduced |
| JGP Wealth Management, LLC | 62,649 | $9.74M | 2.10% | −4,512−6.7% | Reduced |
| Arrow Financial Corp | 62,629 | $9.74M | 1.24% | −1,532−2.4% | Reduced |
| CWM, LLC | 62,369 | $9.70M | 0.08% | 00.0% | Unchanged |
| Taylor Wealth Management Partners | 62,298 | $9.69M | 3.42% | −155−0.2% | Reduced |
| Valicenti Advisory Services Inc | 62,288 | $9.69M | 2.68% | −1,698−2.7% | Reduced |
| Plimoth Trust Co LLC | 62,256 | $9.68M | 2.72% | +1,465+2.4% | Added |
| Fred Alger Management, LLC | 62,174 | $9.67M | 0.02% | −355,156−85.1% | Reduced |
| Chicago Capital, LLC | 62,111 | $9.66M | 0.38% | +1,930+3.2% | Added |
| Graypoint LLC | 61,973 | $9.64M | 1.28% | −383−0.6% | Reduced |
| Martingale Asset Management L P | 61,859 | $9.62M | 0.11% | +59,390+2,405.4% | Added |
| Grimes & Company, Inc. | 61,302 | $9.54M | 0.41% | +2,234+3.8% | Added |
| AlphaCrest Capital Management LLC | 61,143 | $9.51M | 0.41% | +19,070+45.3% | Added |
| AMG National Trust Bank | 61,110 | $9.51M | 0.31% | −1,130−1.8% | Reduced |
| Apriem Advisors | 61,003 | $9.49M | 1.42% | −1,512−2.4% | Reduced |
| Signature Estate & Investment Advisors LLC | 60,823 | $9.46M | 0.42% | +2,285+3.9% | Added |
| Greenwood Gearhart Inc | 60,520 | $9.41M | 1.52% | +2,652+4.6% | Added |
| Sigma Investment Counselors Inc | 60,511 | $9.41M | 0.71% | +222+0.4% | Added |
| Iowa State Bank | 60,499 | $9.41M | 2.64% | −249−0.4% | Reduced |
| Ameritas Investment Partners, Inc. | 60,490 | $9.41M | 0.34% | −21,852−26.5% | Reduced |
| Bank of Hawaii | 60,471 | $9.40M | 0.53% | −1,579−2.5% | Reduced |
| Wells Trecaso Financial Group, LLC | 60,455 | $9.40M | 4.52% | −81−0.1% | Reduced |
| Mengis Capital Management, Inc. | 60,342 | $9.38M | 1.95% | −114−0.2% | Reduced |
| Inlet Private Wealth, LLC | 60,268 | $9.37M | 2.46% | +190.0% | Added |
| Boyar Asset Management Inc. | 60,253 | $9.37M | 6.04% | −58−0.1% | Reduced |
| Hartford Financial Management Inc. | 60,237 | $9.37M | 2.33% | −1,139−1.9% | Reduced |
| Camden National Bank | 60,012 | $9.33M | 1.76% | −1,101−1.8% | Reduced |
| Nwi Management LP | 60,000 | $9.33M | 0.70% | 00.0% | Unchanged |
| Bright Rock Capital Management, LLC | 60,000 | $9.33M | 2.25% | 00.0% | Unchanged |
| Icon Wealth Partners, LLC | 59,777 | $9.30M | 1.00% | +4,734+8.6% | Added |
| Vantis Investment Advisers L.P. | 59,700 | $9.29M | 11.66% | +59,700 | New |
| Great Valley Advisor Group, Inc. | 59,549 | $9.21M | 0.68% | +2,218+3.9% | Added |
| QV Investors Inc. | 59,190 | $9.21M | 0.56% | −15,520−20.8% | Reduced |
| Capula Management Ltd | 59,534 | $9.21M | 1.68% | +37,375+168.7% | Added |
| Princeton Portfolio Strategies Group LLC | 59,167 | $9.20M | 1.78% | −9,435−13.8% | Reduced |
| Laurel Wealth Advisors LLC | 59,102 | $9.19M | 2.04% | +616+1.1% | Added |
| Bard Financial Services, Inc. | 59,090 | $9.19M | 0.82% | 00.0% | Unchanged |
| Philadelphia Trust Co | 59,067 | $9.19M | 0.63% | +400+0.7% | Added |