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 |
|---|---|---|---|---|---|
| Harrell Investment Partners, LLC | 42,000 | $6.53M | 2.12% | +2,743+7.0% | Added |
| American Money Management, LLC | 41,918 | $6.52M | 2.21% | +239+0.6% | Added |
| Covington Investment Advisors Inc. | 41,859 | $6.51M | 1.43% | +730+1.8% | Added |
| Van Strum & Towne Inc. | 41,853 | $6.51M | 3.12% | −425−1.0% | Reduced |
| Baldwin Brothers Inc | 41,830 | $6.51M | 0.71% | +20,373+94.9% | Added |
| Intrust Bank NA | 41,784 | $6.50M | 0.88% | −161−0.4% | Reduced |
| Huber Capital Management LLC | 41,723 | $6.49M | 1.66% | 00.0% | Unchanged |
| Gamble Jones Investment Counsel | 41,529 | $6.46M | 0.42% | +294+0.7% | Added |
| Budros, Ruhlin & Roe, Inc. | 41,473 | $6.45M | 0.71% | +451+1.1% | Added |
| Gibraltar Capital Management, Inc. | 42,528 | $6.42M | 3.21% | +3,179+8.1% | Added |
| AdvisorNet Financial, Inc | 41,185 | $6.41M | 0.43% | −1,295−3.0% | Reduced |
| Abbot Financial Management, Inc. | 41,181 | $6.41M | 2.80% | +160+0.4% | Added |
| David Loasby | 41,081 | $6.39M | 0.83% | +321+0.8% | Added |
| Essex Financial Services, Inc. | 41,889 | $6.38M | 0.92% | 00.0% | Unchanged |
| Concentric Wealth Management, LLC | 40,987 | $6.38M | 1.95% | +267+0.7% | Added |
| LVW Advisors, LLC | 40,978 | $6.37M | 1.13% | +206+0.5% | Added |
| Corbenic Partners LLC | 40,956 | $6.37M | 1.67% | +2,186+5.6% | Added |
| Somerset Trust Co | 40,935 | $6.37M | 2.60% | +224+0.6% | Added |
| Bedell Frazier Investment Counseling, LLC | 40,898 | $6.36M | 1.61% | +273+0.7% | Added |
| Annex Advisory Services, LLC | 40,840 | $6.35M | 0.51% | +2,845+7.5% | Added |
| Lincoln Capital Corp | 40,821 | $6.35M | 3.62% | −523−1.3% | Reduced |
| Brown Miller Wealth Management, LLC | 40,727 | $6.33M | 4.05% | +601+1.5% | Added |
| Univest Financial Corp | 40,697 | $6.33M | 1.74% | +30.0% | Added |
| Buckhead Capital Management LLC | 40,520 | $6.30M | 1.40% | −177−0.4% | Reduced |
| Ballentine Partners, LLC | 40,495 | $6.30M | 0.22% | +899+2.3% | Added |
| Oxford Financial Group Ltd | 40,355 | $6.28M | 0.84% | +579+1.5% | Added |
| Essex Investment Management Co LLC | 40,329 | $6.27M | 0.73% | +12,152+43.1% | Added |
| Spectrum Management Group, LLC | 40,193 | $6.25M | 1.10% | +3,712+10.2% | Added |
| Exchange Capital Management, Inc. | 40,155 | $6.25M | 1.20% | −29−0.1% | Reduced |
| BKD Wealth Advisors, LLC | 40,018 | $6.22M | 0.29% | −2,325−5.5% | Reduced |
| Schonfeld Strategic Advisors LLC | 39,992 | $6.22M | 0.07% | −36,172−47.5% | Reduced |
| Fieldpoint Private Securities, LLC | 38,974 | $6.21M | 1.36% | +1,058+2.8% | Added |
| Moneta Group Investment Advisors LLC | 39,900 | $6.21M | 0.29% | +1,465+3.8% | Added |
| Swarthmore Group Inc | 39,856 | $6.20M | 1.60% | +39,856 | New |
| Mechanics Bank Trust Department | 39,795 | $6.19M | 1.02% | −1,388−3.4% | Reduced |
| Dorchester Wealth Management Co | 39,788 | $6.19M | 1.42% | −690−1.7% | Reduced |
| ACG Wealth | 39,665 | $6.17M | 0.78% | −2,442−5.8% | Reduced |
| Kempen Capital Management N.V. | 42,575 | $6.17M | 0.22% | +18,015+73.4% | Added |
| Paradigm Asset Management Co LLC | 39,650 | $6.17M | 1.57% | −100−0.3% | Reduced |
| Stratos Wealth Advisors, LLC | 39,592 | $6.16M | 0.54% | +4,660+13.3% | Added |
| Parcion Private Wealth LLC | 39,500 | $6.14M | 0.62% | −532−1.3% | Reduced |
| Mader & Shannon Wealth Management, Inc. | 39,476 | $6.14M | 3.16% | +782+2.0% | Added |
| Banco BTG Pactual S.A. | 39,463 | $6.14M | 4.85% | +9,451+31.5% | Added |
| Wellington Shields & Co., LLC | 39,417 | $6.13M | 2.02% | −980−2.4% | Reduced |
| Welch Group, LLC | 39,371 | $6.12M | 0.42% | +1,710+4.5% | Added |
| Heritage Wealth Advisors | 39,215 | $6.10M | 0.38% | −8,704−18.2% | Reduced |
| Ergoteles LLC | 39,115 | $6.08M | 0.14% | +39,115 | New |
| Connable Office Inc | 39,085 | $6.08M | 0.84% | −1,265−3.1% | Reduced |
| IHT Wealth Management, LLC | 39,066 | $6.08M | 0.39% | +3,987+11.4% | Added |
| Value Partners Investments Inc. | 39,081 | $6.07M | 0.50% | −100−0.3% | Reduced |
| Strategic Wealth Advisors Group, LLC | 39,009 | $6.07M | 0.28% | −3,277−7.7% | Reduced |
| Marietta Wealth Management, LLC | 38,990 | $6.07M | 1.37% | +278+0.7% | Added |
| Andra AP-fonden | 38,900 | $6.05M | 0.12% | +11,200+40.4% | Added |
| Bank of New Hampshire | 38,868 | $6.05M | 1.62% | +38,868 | New |
| Taylor, Cottrill, Erickson & Associates, Inc. | 38,768 | $6.03M | 0.85% | −455−1.2% | Reduced |
| Change Path, LLC | 38,723 | $6.02M | 0.37% | +434+1.1% | Added |
| Surevest, LLC | 38,626 | $6.01M | 1.57% | +4,584+13.5% | Added |
| Fulton Bank, N.A. | 38,441 | $5.98M | 0.28% | +308+0.8% | Added |
| JustInvest LLC | 38,386 | $5.97M | 0.63% | +6,019+18.6% | Added |
| Capital Analysts, LLC | 38,298 | $5.96M | 0.40% | −1,325−3.3% | Reduced |
| Premier Fund Managers Ltd | 38,639 | $5.96M | 0.20% | +4,850+14.4% | Added |
| Werlinich Asset Management, LLC | 38,265 | $5.95M | 4.81% | 00.0% | Unchanged |
| Advanced Asset Management Advisors Inc | 38,246 | $5.95M | 1.26% | +10.0% | Added |
| Family Management Corp | 38,163 | $5.94M | 1.57% | +2,908+8.2% | Added |
| Chemung Canal Trust Co | 38,143 | $5.93M | 1.13% | −805−2.1% | Reduced |
| Chronos Wealth Management, LLC | 38,115 | $5.93M | 4.07% | +1,557+4.3% | Added |
| Castleark Management LLC | 38,070 | $5.92M | 0.20% | 00.0% | Unchanged |
| Meritage Portfolio Management | 37,968 | $5.91M | 0.36% | +1,038+2.8% | Added |
| Strategic Financial Services, Inc, | 37,914 | $5.90M | 0.47% | −1,919−4.8% | Reduced |
| R.m.sincerbeaux Capital Management LLC | 37,890 | $5.89M | 3.73% | 00.0% | Unchanged |
| Montecito Bank & Trust | 37,887 | $5.89M | 1.13% | +357+1.0% | Added |
| Barometer Capital Management Inc. | 37,988 | $5.87M | 1.12% | −33,032−46.5% | Reduced |
| Kinneret Advisory, LLC | 37,734 | $5.87M | 0.69% | 00.0% | Unchanged |
| Karp Capital Management Corp | 37,602 | $5.85M | 0.87% | +2,374+6.7% | Added |
| Northwest Bancshares, Inc. | 37,490 | $5.83M | 1.32% | −110.0% | Reduced |
| Vectors Research Management, LLC | 37,489 | $5.83M | 1.49% | +1,258+3.5% | Added |
| HNP Capital LLC | 37,489 | $5.83M | 1.54% | +1,405+3.9% | Added |
| Silvant Capital Management LLC | 37,461 | $5.83M | 0.92% | −790−2.1% | Reduced |
| CPWM, LLC | 37,401 | $5.82M | 0.44% | +5,147+16.0% | Added |
| Augustine Asset Management Inc | 37,282 | $5.80M | 2.99% | −3,147−7.8% | Reduced |
| City Holding Co | 37,243 | $5.79M | 1.02% | +1,926+5.5% | Added |
| Walleye Trading LLC | 37,203 | $5.79M | 0.15% | +37,203 | New |
| Belpointe Asset Management LLC | 37,148 | $5.78M | 0.42% | +5,888+18.8% | Added |
| Alpha Omega Wealth Management LLC | 37,115 | $5.77M | 0.95% | −85−0.2% | Reduced |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 37,000 | $5.75M | 3.61% | +37,000 | New |
| Bowling Portfolio Management LLC | 36,967 | $5.75M | 1.28% | −8,443−18.6% | Reduced |
| LeJeune Puetz Investment Counsel LLC | 36,943 | $5.75M | 2.12% | −609−1.6% | Reduced |
| Pinkerton Retirement Specialists, LLC | 36,927 | $5.74M | 1.11% | +364+1.0% | Added |
| Empirical Finance, LLC | 36,902 | $5.74M | 0.94% | +5,273+16.7% | Added |
| Stillwater Investment Management, LLC | 36,857 | $5.73M | 1.52% | −20.0% | Reduced |
| MRJ Capital Inc | 36,766 | $5.72M | 3.33% | −590−1.6% | Reduced |
| Van Eck Associates Corp | 36,589 | $5.69M | 0.01% | −10,813−22.8% | Reduced |
| Summit Global Investments | 36,658 | $5.69M | 0.34% | −55,699−60.3% | Reduced |
| Meridian Wealth Advisors, LLC | 36,514 | $5.68M | 1.61% | +3,652+11.1% | Added |
| Mandatum Life Insurance Co Ltd | 36,500 | $5.68M | 1.03% | 00.0% | Unchanged |
| Mitchell Capital Management Co | 36,490 | $5.68M | 1.25% | +2,485+7.3% | Added |
| PFG Advisors | 36,283 | $5.64M | 0.65% | +456+1.3% | Added |
| New England Investment & Retirement Group, Inc. | 36,179 | $5.63M | 1.22% | −292−0.8% | Reduced |
| Hedeker Wealth, LLC | 36,175 | $5.63M | 1.75% | −1,100−3.0% | Reduced |
| Oliver Luxxe Assets LLC | 36,154 | $5.62M | 1.54% | −78−0.2% | Reduced |