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 |
|---|---|---|---|---|---|
| Nixon Peabody Trust Co | 49,587 | $7.71M | 2.97% | −2,010−3.9% | Reduced |
| Stamos Capital Partners, L.P. | 49,540 | $7.71M | 4.06% | −13,160−21.0% | Reduced |
| WealthPLAN Partners, LLC | 47,737 | $7.69M | 0.54% | −639−1.3% | Reduced |
| Cumberland Advisors Inc | 49,455 | $7.69M | 1.80% | +8,105+19.6% | Added |
| Roundview Capital LLC | 49,307 | $7.67M | 0.86% | +1,101+2.3% | Added |
| Granite Investment Partners, LLC | 49,254 | $7.66M | 0.24% | −931−1.9% | Reduced |
| Wittenberg Investment Management, Inc. | 49,142 | $7.64M | 3.08% | +326+0.7% | Added |
| K.J. Harrison & Partners Inc | 48,965 | $7.62M | 1.09% | −5,849−10.7% | Reduced |
| MKP Capital Management, L.L.C. | 48,900 | $7.61M | 0.91% | +48,900 | New |
| Q Capital Solutions | 48,625 | $7.56M | 5.69% | −22,375−31.5% | Reduced |
| Stokes Family Office, LLC | 48,626 | $7.56M | 1.07% | +427+0.9% | Added |
| Nelson Capital Management, LLC | 48,539 | $7.55M | 1.53% | +237+0.5% | Added |
| Davy Global Fund Management Ltd | 48,509 | $7.54M | 1.15% | −448−0.9% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 48,430 | $7.53M | 0.40% | +5,988+14.1% | Added |
| Altavista Wealth Management, Inc. | 48,351 | $7.52M | 1.64% | +834+1.8% | Added |
| Parallel Advisors, LLC | 48,208 | $7.50M | 0.32% | +2,128+4.6% | Added |
| Frisch Financial Group, Inc. | 48,028 | $7.47M | 2.35% | −1,547−3.1% | Reduced |
| Avitas Wealth Management LLC | 47,907 | $7.45M | 1.33% | +949+2.0% | Added |
| Mount Yale Investment Advisors, LLC | 47,853 | $7.44M | 0.90% | +39,891+501.0% | Added |
| Ipswich Investment Management Co., Inc. | 47,791 | $7.43M | 1.90% | +2,206+4.8% | Added |
| Gotham Asset Management, LLC | 47,659 | $7.41M | 0.31% | +13,427+39.2% | Added |
| Integrated Wealth Concepts LLC | 47,525 | $7.39M | 0.26% | +4,731+11.1% | Added |
| Citizens National Bank Trust Department | 47,520 | $7.39M | 2.11% | −1,230−2.5% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 47,462 | $7.38M | 0.92% | +5,572+13.3% | Added |
| Arjuna Capital | 47,432 | $7.38M | 3.19% | +781+1.7% | Added |
| HighTower Trust Services, LTA | 47,274 | $7.35M | 0.90% | −107−0.2% | Reduced |
| Wisconsin Capital Management LLC | 47,260 | $7.35M | 2.88% | +21,975+86.9% | Added |
| One Capital Management, LLC | 47,155 | $7.33M | 0.65% | +3,081+7.0% | Added |
| M Holdings Securities, Inc. | 47,144 | $7.33M | 0.72% | −3,724−7.3% | Reduced |
| KG&L Capital Management,LLC | 47,143 | $7.33M | 3.35% | +2,578+5.8% | Added |
| Harbour Capital Advisors, LLC | 47,083 | $7.32M | 1.97% | +79+0.2% | Added |
| Redwood Investments, LLC | 46,950 | $7.30M | 0.59% | +23,745+102.3% | Added |
| EagleClaw Capital Managment, LLC | 46,906 | $7.30M | 1.89% | +1,385+3.0% | Added |
| Northstar Investment Advisors LLC | 47,926 | $7.27M | 0.96% | +3,950+9.0% | Added |
| Bridge Creek Capital Management LLC | 46,737 | $7.27M | 2.74% | −965−2.0% | Reduced |
| Hallmark Capital Management Inc | 46,625 | $7.25M | 0.61% | +1,194+2.6% | Added |
| Pallas Capital Advisors LLC | 47,671 | $7.21M | 1.01% | +6,556+15.9% | Added |
| RPG Investment Advisory, LLC | 46,251 | $7.19M | 1.17% | +1,741+3.9% | Added |
| Martin Capital Partners, LLC | 46,109 | $7.17M | 3.64% | +424+0.9% | Added |
| Wintrust Investments LLC | 46,039 | $7.16M | 0.74% | +2,166+4.9% | Added |
| RBF Capital, LLC | 46,000 | $7.16M | 0.40% | −1,700−3.6% | Reduced |
| La Financiere de L'Echiquier | 46,000 | $7.16M | 0.27% | +6,000+15.0% | Added |
| American National Bank | 45,853 | $7.13M | 1.53% | +100+0.2% | Added |
| Dorsey & Whitney Trust CO LLC | 45,761 | $7.12M | 0.68% | −3,431−7.0% | Reduced |
| Asset Planning Services Inc | 45,757 | $7.12M | 4.11% | −350−0.8% | Reduced |
| Hendley & Co Inc | 45,615 | $7.09M | 2.37% | −270−0.6% | Reduced |
| Elk River Wealth Management, LLC | 45,608 | $7.09M | 1.84% | +1,270+2.9% | Added |
| Aviance Capital Partners, LLC | 45,584 | $7.09M | 1.24% | +1,695+3.9% | Added |
| HGK Asset Management Inc | 45,540 | $7.08M | 2.26% | −1,165−2.5% | Reduced |
| Knights of Columbus Asset Advisors LLC | 45,460 | $7.07M | 0.65% | +845+1.9% | Added |
| Homrich & Berg | 45,130 | $7.02M | 0.16% | +17,078+60.9% | Added |
| Berkshire Bank | 45,112 | $7.02M | 1.70% | −145−0.3% | Reduced |
| Unified Trust Company, N.A. | 45,069 | $7.01M | 2.08% | +2,711+6.4% | Added |
| Taal Capital Management LP | 45,000 | $7.00M | 6.16% | 00.0% | Unchanged |
| Signaturefd, LLC | 44,922 | $6.99M | 0.28% | +3,219+7.7% | Added |
| Beacon Financial Group | 46,631 | $6.98M | 1.00% | +28+0.1% | Added |
| Clear Harbor Asset Management, LLC | 44,744 | $6.96M | 0.85% | −907−2.0% | Reduced |
| DF Dent & Co Inc | 44,528 | $6.93M | 0.07% | −4,768−9.7% | Reduced |
| Selway Asset Management | 44,520 | $6.92M | 3.71% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 44,514 | $6.92M | 0.35% | +690+1.6% | Added |
| Farmers & Merchants Trust Co of Long Beach | 44,485 | $6.92M | 1.88% | +609+1.4% | Added |
| Sound View Wealth Advisors Group, LLC | 44,348 | $6.90M | 1.45% | −2,971−6.3% | Reduced |
| Argyle Capital Management Inc. | 44,162 | $6.87M | 2.22% | 00.0% | Unchanged |
| Lake Street Financial LLC | 43,585 | $6.85M | 1.74% | −638−1.4% | Reduced |
| Pensionfund Sabic | 44,000 | $6.84M | 1.46% | 00.0% | Unchanged |
| Brave Asset Management Inc | 43,952 | $6.84M | 2.01% | +985+2.3% | Added |
| McRae Capital Management Inc | 43,877 | $6.83M | 1.56% | +200+0.5% | Added |
| B & T Capital Management DBA Alpha Capital Management | 43,687 | $6.79M | 1.60% | +705+1.6% | Added |
| Smithbridge Asset Management Inc | 43,640 | $6.79M | 2.21% | +630+1.5% | Added |
| North Star Asset Management Inc | 43,639 | $6.79M | 0.38% | +8,089+22.8% | Added |
| Bristlecone Advisors, LLC | 43,631 | $6.79M | 0.92% | +932+2.2% | Added |
| BDO Wealth Advisors, LLC | 43,540 | $6.77M | 0.75% | −1,014−2.3% | Reduced |
| Guyasuta Investment Advisors Inc | 43,345 | $6.74M | 0.48% | −220−0.5% | Reduced |
| Jaffetilchin Investment Partners, LLC | 46,803 | $6.74M | 0.47% | +22,801+95.0% | Added |
| Security National Trust Co | 43,269 | $6.73M | 1.50% | −1,070−2.4% | Reduced |
| Source Financial Advisors LLC | 43,217 | $6.72M | 1.73% | −51−0.1% | Reduced |
| SevenBridge Financial Group, LLC | 43,149 | $6.71M | 2.19% | +317+0.7% | Added |
| Peloton Wealth Strategists | 43,149 | $6.71M | 2.77% | +365+0.9% | Added |
| Claybrook Capital, LLC | 43,149 | $6.71M | 2.19% | +41,749+2,982.1% | Added |
| Veriti Management LLC | 43,086 | $6.70M | 1.00% | +11,315+35.6% | Added |
| Fundamentun, LLC | 43,050 | $6.70M | 1.84% | +4,596+12.0% | Added |
| Gyroscope Capital Management Group, LLC | 43,048 | $6.70M | 2.35% | +43,048 | New |
| Consolidated Investment Group LLC | 42,992 | $6.69M | 1.11% | 00.0% | Unchanged |
| Mid Atlantic Financial Management Inc | 42,883 | $6.67M | 0.45% | +2,378+5.9% | Added |
| Copeland Capital Management, LLC | 42,856 | $6.67M | 0.20% | +2,505+6.2% | Added |
| Baker Ellis Asset Management LLC | 42,850 | $6.67M | 1.31% | +1,060+2.5% | Added |
| Hohimer Wealth Management, LLC | 42,804 | $6.66M | 1.36% | +1,855+4.5% | Added |
| Systematic Alpha Investments, LLC | 41,804 | $6.66M | 0.30% | +17,104+69.2% | Added |
| Resources Investment Advisors, LLC. | 42,800 | $6.66M | 0.27% | +1,241+3.0% | Added |
| Live Oak Private Wealth LLC | 42,764 | $6.65M | 1.47% | +1,268+3.1% | Added |
| Community Bank & Trust, Waco, Texas | 42,759 | $6.65M | 2.17% | +626+1.5% | Added |
| White Pine Investment CO | 42,746 | $6.65M | 2.29% | +356+0.8% | Added |
| Brewin Dolphin Wealth Management Ltd | 42,728 | $6.65M | 0.81% | −240−0.6% | Reduced |
| Boyd Watterson Asset Management LLC | 42,521 | $6.61M | 2.67% | +25+0.1% | Added |
| Abbrea Capital, LLC | 42,166 | $6.56M | 0.98% | −161−0.4% | Reduced |
| Whalerock Point Partners, LLC | 42,158 | $6.56M | 2.52% | +507+1.2% | Added |
| Strategic Advisors LLC | 42,121 | $6.55M | 1.70% | +788+1.9% | Added |
| Howland Capital Management LLC | 42,061 | $6.54M | 0.34% | −463−1.1% | Reduced |
| Radnor Capital Management, LLC | 42,034 | $6.54M | 2.21% | +850+2.1% | Added |
| Granite Investment Advisors, LLC | 42,012 | $6.54M | 1.02% | −5,140−10.9% | Reduced |