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 |
|---|---|---|---|---|---|
| Independent Investors Inc | 59,049 | $9.18M | 2.26% | −50−0.1% | Reduced |
| Woodstock Corp | 58,981 | $9.17M | 1.08% | +235+0.4% | Added |
| Paradiem, LLC | 57,266 | $9.16M | 2.84% | −3,962−6.5% | Reduced |
| Gifford Fong Associates | 58,800 | $9.15M | 1.78% | 00.0% | Unchanged |
| Allegiant Private Advisors, LLC | 58,625 | $9.12M | 1.48% | +424+0.7% | Added |
| Sumitomo Mitsui Financial Group, Inc. | 58,442 | $9.09M | 0.20% | +9,060+18.3% | Added |
| Greenleaf Trust | 58,363 | $9.08M | 0.11% | +1,762+3.1% | Added |
| Core Alternative Capital | 58,255 | $9.06M | 2.11% | +2,369+4.2% | Added |
| Tudor Investment Corp Et Al | 58,176 | $9.05M | 0.18% | +40,051+221.0% | Added |
| Prime Capital Investment Advisors, LLC | 58,153 | $9.04M | 0.52% | +11,392+24.4% | Added |
| Dynamic Advisor Solutions LLC | 57,738 | $8.98M | 0.71% | +5,726+11.0% | Added |
| United Fire Group Inc | 57,736 | $8.98M | 4.58% | 00.0% | Unchanged |
| Cutler Investment Counsel LLC | 57,372 | $8.92M | 1.40% | −1,686−2.9% | Reduced |
| Spearhead Capital Advisors, LLC | 57,201 | $8.90M | 1.21% | +457+0.8% | Added |
| Terry L. Blaker | 57,123 | $8.88M | 0.58% | −704−1.2% | Reduced |
| Bridgecreek Investment Management, LLC | 57,110 | $8.88M | 1.29% | −5,825−9.3% | Reduced |
| McGinn Investment Management, Inc. | 57,050 | $8.87M | 6.35% | −640−1.1% | Reduced |
| Andesa Financial Management Inc. | 56,927 | $8.86M | 2.67% | −767−1.3% | Reduced |
| Rench Wealth Management, Inc. | 56,920 | $8.85M | 4.42% | −2,829−4.7% | Reduced |
| Davis-Rea Ltd. | 56,845 | $8.84M | 4.39% | +578+1.0% | Added |
| Sirios Capital Management L P | 56,768 | $8.83M | 0.77% | −31,107−35.4% | Reduced |
| Walter & Keenan Financial Consulting Co | 56,737 | $8.82M | 3.04% | −1,700−2.9% | Reduced |
| Buckley Wealth Management, LLC | 56,694 | $8.82M | 3.03% | −83−0.1% | Reduced |
| Carroll Financial Associates, Inc. | 56,140 | $8.73M | 0.49% | −1,736−3.0% | Reduced |
| Frontier Wealth Management LLC | 56,055 | $8.72M | 0.61% | −417−0.7% | Reduced |
| Family Capital Trust Co | 56,046 | $8.72M | 2.46% | −247−0.4% | Reduced |
| Investidor Profissional Gestao de Recursos Ltda. | 55,936 | $8.70M | 2.21% | +14,847+36.1% | Added |
| M&R Capital Management Inc | 55,827 | $8.68M | 1.99% | +1,378+2.5% | Added |
| Xcel Wealth Management, LLC | 55,736 | $8.67M | 2.62% | −59−0.1% | Reduced |
| Miramar Capital, LLC | 56,573 | $8.66M | 3.50% | −308−0.5% | Reduced |
| Parkwood LLC | 55,686 | $8.66M | 1.52% | −51,528−48.1% | Reduced |
| Intersect Capital LLC | 55,571 | $8.64M | 1.53% | +2,283+4.3% | Added |
| Pine Ridge Advisers LLC | 55,500 | $8.63M | 2.90% | 00.0% | Unchanged |
| Shelton Capital Management | 55,449 | $8.63M | 0.33% | +5,890+11.9% | Added |
| Constitution Capital LLC | 55,218 | $8.59M | 5.26% | −4,250−7.1% | Reduced |
| Sumitomo Life Insurance Co | 55,169 | $8.58M | 0.27% | −9,437−14.6% | Reduced |
| Stolper Co | 55,139 | $8.58M | 4.04% | +354+0.6% | Added |
| Princeton Global Asset Management LLC | 55,115 | $8.57M | 2.61% | −133−0.2% | Reduced |
| Hudson Bay Capital Management LP | 55,000 | $8.55M | 0.11% | +55,000 | New |
| Allied Investment Advisors, LLC | 54,948 | $8.55M | 3.22% | +774+1.4% | Added |
| Perennial Advisors, LLC | 54,624 | $8.50M | 2.47% | +1,150+2.2% | Added |
| WoodTrust Financial Corp | 54,600 | $8.49M | 2.24% | −23,993−30.5% | Reduced |
| NorthCoast Asset Management LLC | 54,495 | $8.48M | 0.30% | +11,398+26.4% | Added |
| Oak Harvest Investment Services | 54,253 | $8.44M | 2.78% | +1,438+2.7% | Added |
| Bray Capital Advisors | 54,212 | $8.43M | 2.16% | +100.0% | Added |
| BOK Financial Private Wealth, Inc. | 54,132 | $8.42M | 0.69% | +2,401+4.6% | Added |
| Duncker Streett & Co Inc | 54,100 | $8.41M | 1.55% | −3,704−6.4% | Reduced |
| Wealth Advisory Solutions, LLC | 54,032 | $8.40M | 1.99% | −34,092−38.7% | Reduced |
| Viking Fund Management LLC | 54,000 | $8.40M | 2.40% | +1,000+1.9% | Added |
| Cadence Bank NA | 53,937 | $8.39M | 2.51% | +142+0.3% | Added |
| Providence Capital Advisors, LLC | 53,933 | $8.39M | 2.74% | +2,803+5.5% | Added |
| Royal Fund Management, LLC | 53,812 | $8.37M | 1.39% | −2,501−4.4% | Reduced |
| Woodmont Investment Counsel LLC | 53,637 | $8.34M | 1.31% | +81+0.2% | Added |
| Fort Sheridan Advisors LLC | 53,504 | $8.32M | 2.78% | +7,537+16.4% | Added |
| Wright Investors Service Inc | 53,456 | $8.31M | 2.26% | +4,095+8.3% | Added |
| First Hawaiian Bank | 53,327 | $8.29M | 0.34% | −5,524−9.4% | Reduced |
| River Wealth Advisors LLC | 53,207 | $8.28M | 1.45% | +170.0% | Added |
| Fulcrum Capital LLC | 53,100 | $8.26M | 2.07% | +1,976+3.9% | Added |
| Central Asset Investments & Management Holdings (HK) Ltd | 53,076 | $8.26M | 3.36% | +39,066+278.8% | Added |
| Schulhoff & Co Inc | 52,913 | $8.23M | 3.64% | +570+1.1% | Added |
| Waldron Private Wealth LLC | 52,716 | $8.20M | 0.52% | +20,849+65.4% | Added |
| Baldwin Investment Management, LLC | 52,682 | $8.19M | 1.39% | −501−0.9% | Reduced |
| Altium Wealth Management LLC | 52,659 | $8.19M | 0.60% | −3,068−5.5% | Reduced |
| Sara-Bay Financial | 52,746 | $8.19M | 3.15% | −89−0.2% | Reduced |
| Blueshift Asset Management, LLC | 52,638 | $8.19M | 0.45% | −23,800−31.1% | Reduced |
| Mutual Advisors, LLC | 52,510 | $8.17M | 0.49% | +4,772+10.0% | Added |
| Duality Advisers, LP | 52,352 | $8.14M | 0.72% | +52,352 | New |
| AGF Investments America Inc. | 52,215 | $8.12M | 1.92% | +1,110+2.2% | Added |
| Windward Capital Management Co | 52,189 | $8.12M | 0.75% | −126−0.2% | Reduced |
| Ascent Wealth Partners, LLC | 52,147 | $8.11M | 1.55% | −346−0.7% | Reduced |
| Meiji Yasuda Life Insurance Co | 52,001 | $8.09M | 0.15% | −156−0.3% | Reduced |
| Savant Capital, LLC | 51,998 | $8.09M | 0.33% | +13,801+36.1% | Added |
| Harbor Investment Advisory, LLC | 51,981 | $8.09M | 1.10% | +1,840+3.7% | Added |
| Pacific Global Investment Management CO | 51,862 | $8.07M | 1.60% | +384+0.7% | Added |
| Eudaimonia Partners, LLC | 51,858 | $8.07M | 1.51% | +4,084+8.5% | Added |
| Capstone Financial Advisors, Inc. | 51,458 | $8.00M | 0.63% | +876+1.7% | Added |
| Permanens Capital L.P. | 51,432 | $8.00M | 1.44% | +3,637+7.6% | Added |
| Investment Management of Virginia LLC | 51,429 | $8.00M | 1.54% | −225−0.4% | Reduced |
| Cardinal Capital Management | 51,180 | $7.96M | 1.68% | −20.0% | Reduced |
| Cardan Capital Partners, LLC | 51,173 | $7.96M | 0.89% | −1,004−1.9% | Reduced |
| Garland Capital Management Inc | 51,115 | $7.95M | 5.60% | −600−1.2% | Reduced |
| Green Square Capital Advisors LLC | 51,024 | $7.94M | 2.17% | −7,443−12.7% | Reduced |
| Naples Global Advisors, LLC | 50,935 | $7.92M | 1.10% | +1,038+2.1% | Added |
| Lynch & Associates | 50,840 | $7.91M | 2.03% | +2,609+5.4% | Added |
| Boyer & Corporon Wealth Management, LLC | 50,749 | $7.89M | 2.33% | +50,749 | New |
| McDonald Partners LLC | 50,659 | $7.88M | 1.86% | −1,143−2.2% | Reduced |
| QVT Financial LP | 50,262 | $7.82M | 0.53% | 00.0% | Unchanged |
| Mirador Capital Partners LP | 50,139 | $7.80M | 1.76% | +1,540+3.2% | Added |
| Parthenon LLC | 50,023 | $7.78M | 1.17% | +456+0.9% | Added |
| Bizma Investimentos Ltda | 50,000 | $7.78M | 4.05% | 00.0% | Unchanged |
| JBF Capital, Inc. | 50,000 | $7.78M | 1.81% | 00.0% | Unchanged |
| Hamel Associates, Inc. | 49,963 | $7.77M | 2.96% | −542−1.1% | Reduced |
| Coldstream Capital Management Inc | 49,938 | $7.77M | 0.31% | +2,087+4.4% | Added |
| Sargent Bickham Lagudis LLC | 49,924 | $7.76M | 0.63% | +57+0.1% | Added |
| Arden Trust Co | 49,897 | $7.76M | 1.27% | −100.0% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 49,838 | $7.75M | 0.08% | +3,354+7.2% | Added |
| JTC Employer Solutions Trusteee Ltd | 49,814 | $7.74M | 1.14% | +49,814 | New |
| Adalta Capital Management LLC | 49,695 | $7.73M | 4.21% | 00.0% | Unchanged |
| Landsberg, Bennett, & Dubbaneh LLC | 50,137 | $7.73M | 1.00% | +325+0.7% | Added |
| Ballast Advisors LLC | 49,668 | $7.72M | 3.27% | −195−0.4% | Reduced |