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 |
|---|---|---|---|---|---|
| Jackson Square Capital, LLC | 31,435 | $4.89M | 1.57% | +2,164+7.4% | Added |
| SeaBridge Investment Advisors LLC | 31,381 | $4.88M | 1.57% | −2,379−7.0% | Reduced |
| MTM Investment Management, LLC | 31,372 | $4.88M | 2.55% | +68+0.2% | Added |
| Family Legacy, Inc. | 32,315 | $4.88M | 2.18% | −62−0.2% | Reduced |
| Horizon Investment Services, LLC | 31,348 | $4.88M | 2.39% | −145−0.5% | Reduced |
| Wasatch Advisors Inc | 31,198 | $4.85M | 0.02% | +2,500+8.7% | Added |
| Keebeck Wealth Management, LLC | 31,156 | $4.85M | 0.70% | −2,817−8.3% | Reduced |
| Hamilton Point Investment Advisors, LLC | 31,139 | $4.84M | 1.31% | +75+0.2% | Added |
| SOL Capital Management CO | 31,032 | $4.83M | 0.96% | −974−3.0% | Reduced |
| Journey Advisory Group, LLC | 30,950 | $4.81M | 1.53% | +1,681+5.7% | Added |
| Mendel Money Management | 30,872 | $4.80M | 3.02% | +1,222+4.1% | Added |
| Lakeview Capital Partners, LLC | 30,802 | $4.79M | 2.09% | −45−0.1% | Reduced |
| Paradigm Financial Partners, LLC | 30,730 | $4.78M | 1.19% | +1,199+4.1% | Added |
| Pegasus Asset Management, Inc. | 30,723 | $4.78M | 2.23% | +207+0.7% | Added |
| Sawgrass Asset Management LLC | 30,678 | $4.77M | 0.41% | −85−0.3% | Reduced |
| First Nebraska Trust Co | 30,607 | $4.76M | 0.62% | −6,753−18.1% | Reduced |
| West Branch Capital LLC | 30,602 | $4.76M | 2.34% | +383+1.3% | Added |
| Cornercap Investment Counsel Inc | 30,574 | $4.75M | 0.53% | −3,322−9.8% | Reduced |
| Apollon Wealth Management, LLC | 30,497 | $4.74M | 0.85% | −310−1.0% | Reduced |
| Townsend Asset Management Corp | 30,452 | $4.74M | 2.63% | +1,734+6.0% | Added |
| Trustco Bank Corp N Y | 30,433 | $4.73M | 4.26% | −2,850−8.6% | Reduced |
| Pegasus Partners Ltd. | 30,433 | $4.73M | 0.92% | −374−1.2% | Reduced |
| First Personal Financial Services | 30,384 | $4.73M | 1.21% | +465+1.6% | Added |
| Congress Park Capital LLC | 30,345 | $4.72M | 2.36% | −387−1.3% | Reduced |
| TRUE Private Wealth Advisors | 30,318 | $4.71M | 0.70% | −1,750−5.5% | Reduced |
| First Interstate Bank | 30,288 | $4.71M | 0.50% | +30,288 | New |
| Country Club Trust Company, n.a. | 30,477 | $4.70M | 0.41% | +1,118+3.8% | Added |
| Brighton Jones LLC | 30,153 | $4.69M | 0.24% | +34+0.1% | Added |
| Thoroughbred Financial Services, LLC | 30,152 | $4.69M | 1.17% | +770+2.6% | Added |
| Fusion Capital, LLC | 30,134 | $4.69M | 2.82% | +926+3.2% | Added |
| Trustmark National Bank Trust Department | 30,127 | $4.69M | 0.37% | +392+1.3% | Added |
| Stony Point Wealth Management Inc. | 30,103 | $4.68M | 3.04% | +2,987+11.0% | Added |
| Capital Insight Partners, LLC | 30,079 | $4.68M | 1.06% | +37+0.1% | Added |
| Old Dominion Capital Management Inc | 30,025 | $4.67M | 1.00% | −397−1.3% | Reduced |
| Meridian Management Co | 30,020 | $4.67M | 1.38% | −8,168−21.4% | Reduced |
| Zuckerman Investment Group, LLC | 30,005 | $4.67M | 0.74% | −352−1.2% | Reduced |
| DT Investment Partners, LLC | 29,999 | $4.67M | 0.65% | −5,702−16.0% | Reduced |
| Monetta Financial Services Inc | 30,000 | $4.67M | 3.60% | 00.0% | Unchanged |
| Allen Holding Inc | 30,000 | $4.67M | 0.71% | 00.0% | Unchanged |
| Bleichroeder LP | 30,000 | $4.67M | 0.70% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 30,000 | $4.67M | 0.25% | +30,000 | New |
| Rosenblum Silverman Sutton S F Inc | 29,964 | $4.66M | 1.05% | +215+0.7% | Added |
| Investors Asset Management of Georgia Inc | 29,912 | $4.65M | 2.50% | −70.0% | Reduced |
| Triasima Portfolio Management inc. | 29,900 | $4.65M | 0.23% | +7,400+32.9% | Added |
| Monarch Capital Management Inc | 29,828 | $4.64M | 1.33% | +6,325+26.9% | Added |
| Addison Capital Co | 29,730 | $4.62M | 2.26% | −409−1.4% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 29,700 | $4.62M | 1.50% | 00.0% | Unchanged |
| Brookmont Capital Management | 29,688 | $4.62M | 2.79% | −144−0.5% | Reduced |
| AAFMAA Wealth Management & Trust LLC | 29,672 | $4.62M | 2.12% | +10,941+58.4% | Added |
| Goelzer Investment Management, Inc. | 29,584 | $4.60M | 0.38% | +2,631+9.8% | Added |
| Kavar Capital Partners Group, LLC | 29,570 | $4.60M | 1.11% | +1,015+3.6% | Added |
| Amarillo National Bank | 29,442 | $4.58M | 1.31% | −240−0.8% | Reduced |
| Sheets Smith Wealth Management | 29,440 | $4.58M | 0.62% | +349+1.2% | Added |
| Reliant Investment Management, LLC | 29,390 | $4.57M | 2.10% | −275−0.9% | Reduced |
| Trustcore Financial Services, LLC | 29,295 | $4.56M | 0.48% | −295−1.0% | Reduced |
| Checchi Capital Advisers, LLC | 29,246 | $4.55M | 0.56% | −1,077−3.6% | Reduced |
| Gries Financial LLC | 29,998 | $4.54M | 1.46% | −166−0.6% | Reduced |
| Alta Capital Management LLC | 29,140 | $4.53M | 0.13% | +1,764+6.4% | Added |
| Enterprise Bank & Trust Co | 29,085 | $4.52M | 1.79% | −875−2.9% | Reduced |
| Shelter Mutual Insurance Co | 29,000 | $4.51M | 1.26% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 28,972 | $4.51M | 0.55% | +6,043+26.4% | Added |
| Cornerstone Wealth Group, LLC | 30,633 | $4.50M | 0.92% | +900+3.0% | Added |
| Van Den Berg Management I, Inc | 28,917 | $4.50M | 0.88% | −441−1.5% | Reduced |
| Winning Points Advisors, LLC | 28,890 | $4.50M | 3.37% | −3,700−11.4% | Reduced |
| Ritholtz Wealth Management | 28,913 | $4.50M | 0.32% | +3,980+16.0% | Added |
| Global Wealth Management Investment Advisory, Inc. | 28,892 | $4.49M | 1.50% | +605+2.1% | Added |
| Pitcairn Co | 28,829 | $4.48M | 0.30% | −364−1.2% | Reduced |
| Lafayette Investments, Inc. | 28,724 | $4.47M | 1.22% | +471+1.7% | Added |
| Hilltop Holdings Inc. | 28,679 | $4.46M | 0.50% | +3,822+15.4% | Added |
| Origin Asset Management LLP | 28,672 | $4.46M | 0.50% | +5,500+23.7% | Added |
| Canal Capital Management, LLC | 28,522 | $4.44M | 1.28% | +259+0.9% | Added |
| Smithfield Trust Co | 28,473 | $4.43M | 0.29% | −3,264−10.3% | Reduced |
| Mathes Company, Inc. | 28,263 | $4.40M | 1.58% | −540−1.9% | Reduced |
| Centiva Capital, LP | 28,225 | $4.39M | 0.34% | +8,718+44.7% | Added |
| Altfest L J & Co Inc | 28,185 | $4.38M | 0.95% | +275+1.0% | Added |
| Tiemann Investment Advisors, LLC | 28,114 | $4.37M | 2.05% | −435−1.5% | Reduced |
| Markston International LLC | 28,062 | $4.37M | 2.65% | −92,843−76.8% | Reduced |
| Chesapeake Wealth Management | 28,014 | $4.36M | 1.41% | −1,107−3.8% | Reduced |
| Platform Technology Partners | 28,005 | $4.36M | 1.79% | +28,005 | New |
| Credit Capital Investments LLC | 28,000 | $4.36M | 3.76% | −2,500−8.2% | Reduced |
| Hudock, Inc. | 27,944 | $4.35M | 1.29% | +462+1.7% | Added |
| Act Two Investors LLC | 27,912 | $4.34M | 0.85% | −68−0.2% | Reduced |
| Zurich Insurance Group Ltd | 27,800 | $4.32M | 0.05% | 00.0% | Unchanged |
| Trust Asset Management LLC | 27,743 | $4.32M | 0.59% | +3,200+13.0% | Added |
| tru Independence LLC | 27,613 | $4.29M | 1.27% | −5,151−15.7% | Reduced |
| Comerica Securities,inc. | 27,594 | $4.29M | 0.32% | −13,768−33.3% | Reduced |
| GSB Wealth Management, LLC | 27,596 | $4.29M | 1.34% | +301+1.1% | Added |
| Goodwin Daniel L | 27,552 | $4.29M | 2.04% | +322+1.2% | Added |
| Cramer Rosenthal McGlynn LLC | 27,505 | $4.28M | 0.14% | −4,979−15.3% | Reduced |
| Violich Capital Management, Inc. | 27,493 | $4.28M | 0.72% | +2,545+10.2% | Added |
| Charles Schwab Trust Co | 27,450 | $4.27M | 0.84% | +2,928+11.9% | Added |
| Baker Tilly Wealth Management, LLC | 27,433 | $4.27M | 0.69% | +456+1.7% | Added |
| Bank Hapoalim BM | 27,400 | $4.26M | 0.49% | −1,231−4.3% | Reduced |
| Morgan Jess S & Co Inc | 27,374 | $4.26M | 2.80% | −328−1.2% | Reduced |
| Hall Capital Management Co Inc | 27,353 | $4.25M | 2.75% | +27,353 | New |
| American National Registered Investment Advisor, Inc. | 27,328 | $4.25M | 1.52% | −790−2.8% | Reduced |
| Argus Investors' Counsel, Inc. | 27,252 | $4.24M | 1.72% | −1,868−6.4% | Reduced |
| Convergence Investment Partners, LLC | 27,251 | $4.24M | 1.82% | +423+1.6% | Added |
| Canvas Wealth Advisors, LLC | 27,089 | $4.21M | 1.89% | +1,988+7.9% | Added |
| Old Port Advisors | 27,086 | $4.20M | 1.51% | −110−0.4% | Reduced |