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 |
|---|---|---|---|---|---|
| Koshinski Asset Management, Inc. | 36,120 | $5.62M | 0.71% | −13,167−26.7% | Reduced |
| Varma Mutual Pension Insurance Co | 36,125 | $5.62M | 0.08% | 00.0% | Unchanged |
| Cottage Street Advisors LLC | 36,114 | $5.62M | 3.33% | −848−2.3% | Reduced |
| Red Door Wealth Management, LLC | 35,863 | $5.58M | 2.17% | +2,952+9.0% | Added |
| Baugh & Associates, LLC | 35,816 | $5.57M | 3.46% | −390−1.1% | Reduced |
| Institutional & Family Asset Management, LLC | 35,746 | $5.56M | 0.92% | +2,286+6.8% | Added |
| Excalibur Management Corp | 35,651 | $5.54M | 2.51% | −269−0.7% | Reduced |
| Shepherd Financial Partners LLC | 35,624 | $5.54M | 1.05% | +762+2.2% | Added |
| Schmidt P J Investment Management Inc | 36,776 | $5.54M | 1.11% | +998+2.8% | Added |
| Stokes Capital Advisors, LLC | 35,580 | $5.53M | 1.81% | +8,284+30.3% | Added |
| V Wealth Advisors LLC | 35,549 | $5.53M | 0.88% | +780+2.2% | Added |
| Cohen Lawrence B | 35,477 | $5.52M | 2.81% | −920−2.5% | Reduced |
| MidWestOne Financial Group, Inc. | 35,445 | $5.51M | 1.30% | +1,005+2.9% | Added |
| Contravisory Investment Management, Inc. | 35,312 | $5.49M | 1.62% | +35,312 | New |
| YorkBridge Wealth Partners, LLC | 35,066 | $5.45M | 1.42% | +1,716+5.1% | Added |
| Marino, Stram & Associates LLC | 35,066 | $5.45M | 1.42% | +10,108+40.5% | Added |
| E&G Advisors, LP | 0 | $5.45M | 1.48% | −35,312−100.0% | Reduced |
| Cna Financial Corp | 35,000 | $5.44M | 1.54% | −5,000−12.5% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 35,000 | $5.44M | 0.06% | 00.0% | Unchanged |
| Ally Financial Inc. | 35,000 | $5.44M | 0.54% | +15,000+75.0% | Added |
| Fma Advisory Inc | 34,992 | $5.44M | 2.02% | +617+1.8% | Added |
| J.W. Cole Advisors, Inc. | 34,884 | $5.43M | 0.43% | +1,323+3.9% | Added |
| L & S Advisors Inc | 34,856 | $5.42M | 0.58% | −8,776−20.1% | Reduced |
| Coerente Capital Management | 34,822 | $5.42M | 1.12% | −1,058−2.9% | Reduced |
| Clarity Financial LLC | 34,739 | $5.40M | 1.04% | +3,974+12.9% | Added |
| Joel Isaacson & Co., LLC | 34,725 | $5.40M | 0.42% | +344+1.0% | Added |
| Horizon Investments, LLC | 34,913 | $5.40M | 0.16% | +9,265+36.1% | Added |
| SPC Financial, Inc. | 34,661 | $5.39M | 0.65% | −30−0.1% | Reduced |
| Kore Private Wealth LLC | 34,617 | $5.38M | 0.60% | +1,112+3.3% | Added |
| Traynor Capital Management, Inc. | 34,507 | $5.38M | 0.75% | +1,393+4.2% | Added |
| Headinvest, LLC | 34,574 | $5.38M | 1.02% | −10.0% | Reduced |
| Grandfield & Dodd, LLC | 34,459 | $5.36M | 0.37% | −91−0.3% | Reduced |
| HAP Trading, LLC | 34,367 | $5.34M | 0.33% | +34,367 | New |
| Western Wealth Management, LLC | 34,290 | $5.34M | 0.55% | +9,886+40.5% | Added |
| Chou Associates Management Inc.SuperinvestorChou Associates | 34,275 | $5.33M | 3.12% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 35,037 | $5.32M | 0.96% | −255−0.7% | Reduced |
| Brick & Kyle, Associates | 34,160 | $5.31M | 2.77% | +1,012+3.1% | Added |
| Marcum Wealth, LLC | 34,011 | $5.29M | 0.86% | +414+1.2% | Added |
| Bradley & Co. Private Wealth Management, LLC | 33,970 | $5.28M | 4.61% | +260+0.8% | Added |
| CAPROCK Group, Inc. | 33,803 | $5.26M | 0.48% | −2,816−7.7% | Reduced |
| GM Advisory Group, Inc. | 33,792 | $5.26M | 0.54% | −753−2.2% | Reduced |
| Enterprise Financial Services Corp | 33,783 | $5.25M | 0.84% | +109+0.3% | Added |
| Opus Investment Management Inc | 33,750 | $5.25M | 0.79% | 00.0% | Unchanged |
| Jefferies Group LLC | 33,725 | $5.25M | 0.09% | −4,768−12.4% | Reduced |
| Avantax Planning Partners, Inc. | 33,681 | $5.24M | 0.25% | −279−0.8% | Reduced |
| Blue Zone Wealth Advisors, LLC | 33,599 | $5.23M | 1.96% | −140.0% | Reduced |
| Clarius Group, LLC | 33,599 | $5.23M | 0.47% | +504+1.5% | Added |
| Toroso Investments, LLC | 33,584 | $5.22M | 0.20% | +18,129+117.3% | Added |
| TrinityPoint Wealth, LLC | 33,549 | $5.22M | 1.07% | −583−1.7% | Reduced |
| Bridgewater Advisors Inc. | 33,446 | $5.20M | 1.65% | +1,987+6.3% | Added |
| Symmetry Partners, LLC | 33,434 | $5.20M | 0.35% | +1,389+4.3% | Added |
| Affinity Investment Advisors, LLC | 33,425 | $5.20M | 2.35% | −16,520−33.1% | Reduced |
| Terril Brothers, Inc. | 33,418 | $5.20M | 1.22% | −883−2.6% | Reduced |
| Citizens & Northern Corp | 33,406 | $5.20M | 1.95% | −1,965−5.6% | Reduced |
| Legacy Financial Advisors, Inc. | 33,329 | $5.18M | 1.31% | +1,122+3.5% | Added |
| Bangor Savings Bank | 33,312 | $5.18M | 0.58% | −347−1.0% | Reduced |
| Johnson Financial Group, Inc. | 33,298 | $5.18M | 0.34% | +1,285+4.0% | Added |
| Aureus Asset Management, LLC | 33,236 | $5.17M | 0.33% | +4,581+16.0% | Added |
| Jacobi Capital Management LLC | 33,213 | $5.17M | 0.68% | +47+0.1% | Added |
| Asset Dedication, LLC | 33,092 | $5.15M | 0.77% | +7,307+28.3% | Added |
| Kentucky Farm Bureau Mutual Insurance Co | 33,000 | $5.13M | 1.43% | 00.0% | Unchanged |
| SRN Advisors, LLC | 32,987 | $5.13M | 1.75% | +3,409+11.5% | Added |
| Banco de Sabadell, S.A | 33,000 | $5.13M | 3.41% | −75,635−69.6% | Reduced |
| Claudia M.P. Batlle, CRP (R) LLC | 32,931 | $5.12M | 2.62% | +8,226+33.3% | Added |
| Global Retirement Partners, LLC | 32,927 | $5.12M | 0.52% | +1,056+3.3% | Added |
| Centaurus Financial, Inc. | 32,855 | $5.11M | 0.43% | +4,093+14.2% | Added |
| Duff & Phelps Investment Management Co | 32,815 | $5.10M | 0.07% | −2,780−7.8% | Reduced |
| TFG Advisers LLC | 32,818 | $5.10M | 2.46% | +91+0.3% | Added |
| Souders Financial Advisors | 32,766 | $5.10M | 1.72% | −576−1.7% | Reduced |
| O'Shares Investment Advisers, LLC | 32,757 | $5.09M | 0.36% | +800+2.5% | Added |
| Westover Capital Advisors, LLC | 32,732 | $5.09M | 1.63% | −133−0.4% | Reduced |
| Unison Asset Management LLC | 32,712 | $5.09M | 4.44% | −30.0% | Reduced |
| Mountain Pacific Investment Advisers Inc | 32,702 | $5.09M | 0.32% | −1,940−5.6% | Reduced |
| Moloney Securities Asset Management, LLC | 32,659 | $5.08M | 0.92% | +3,858+13.4% | Added |
| Sentry Investment Management LLC | 32,543 | $5.06M | 1.29% | +2,331+7.7% | Added |
| Chicago Trust Co NA | 32,515 | $5.06M | 1.20% | +1,807+5.9% | Added |
| SeaCrest Wealth Management, LLC | 32,441 | $5.05M | 0.61% | −81−0.2% | Reduced |
| Weil Company, Inc. | 32,421 | $5.04M | 2.55% | −1,500−4.4% | Reduced |
| BBR Partners, LLC | 32,416 | $5.04M | 0.40% | −2,419−6.9% | Reduced |
| Triangle Securities Wealth Management | 32,382 | $5.04M | 1.70% | −706−2.1% | Reduced |
| Principal Street Partners, LLC | 32,380 | $5.04M | 1.33% | −57,691−64.1% | Reduced |
| Bank Ozk | 32,269 | $5.02M | 2.22% | +347+1.1% | Added |
| Mitchell McLeod Pugh & Williams Inc | 32,121 | $5.00M | 1.92% | −74−0.2% | Reduced |
| Redmond Asset Management, LLC | 32,048 | $4.99M | 1.46% | −107−0.3% | Reduced |
| Equitable Trust Co | 32,053 | $4.99M | 0.32% | +1,075+3.5% | Added |
| Delta Capital Management LLC | 32,025 | $4.98M | 3.08% | −195−0.6% | Reduced |
| Lincoln Capital LLC | 31,892 | $4.96M | 1.39% | +991+3.2% | Added |
| Exencial Wealth Advisors, LLC | 31,894 | $4.96M | 0.27% | +1,275+4.2% | Added |
| Forte Capital LLC | 31,865 | $4.96M | 0.68% | +6,759+26.9% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 31,854 | $4.95M | 0.50% | +355+1.1% | Added |
| Tiedemann Advisors, LLC | 31,742 | $4.94M | 0.20% | −334−1.0% | Reduced |
| Bedel Financial Consulting, Inc. | 31,753 | $4.94M | 1.72% | +28+0.1% | Added |
| Fragasso Group Inc. | 31,685 | $4.93M | 0.66% | −11,171−26.1% | Reduced |
| Horan Capital Advisors, LLC. | 31,674 | $4.93M | 2.22% | −8,519−21.2% | Reduced |
| Brandywine Oak Private Wealth LLC | 31,561 | $4.91M | 0.57% | +7,449+30.9% | Added |
| Regal Investment Advisors LLC | 31,564 | $4.91M | 0.49% | +31,564 | New |
| Patten Group, Inc. | 31,478 | $4.90M | 1.44% | −275−0.9% | Reduced |
| Rocky Mountain Advisers, LLC | 31,477 | $4.90M | 6.10% | +30.0% | Added |
| PRW Wealth Management LLC | 31,478 | $4.90M | 1.44% | +29,178+1,268.6% | Added |
| Salem Capital Management Inc | 31,430 | $4.89M | 2.68% | +300+1.0% | Added |