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 |
|---|---|---|---|---|---|
| JT Stratford LLC | 26,991 | $4.20M | 1.34% | +283+1.1% | Added |
| J. W. Coons Advisors, LLC | 26,935 | $4.19M | 1.48% | −554−2.0% | Reduced |
| Scott & Selber, Inc. | 26,877 | $4.18M | 1.60% | −324−1.2% | Reduced |
| High Pines Wealth Management, LLC | 26,869 | $4.18M | 3.15% | +429+1.6% | Added |
| NTV Asset Management LLC | 26,861 | $4.18M | 0.74% | −308−1.1% | Reduced |
| Nachman Norwood & Parrott, Inc | 26,811 | $4.17M | 0.42% | −75−0.3% | Reduced |
| Nikulski Financial, Inc. | 27,271 | $4.17M | 1.94% | −877−3.1% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 26,796 | $4.17M | 0.98% | +1,722+6.9% | Added |
| Capital Asset Advisory Services LLC | 26,773 | $4.16M | 0.46% | −2,231−7.7% | Reduced |
| Sterling Investment Advisors, Ltd. | 26,731 | $4.16M | 1.22% | +15+0.1% | Added |
| FourThought Financial, LLC | 26,633 | $4.14M | 0.55% | −12,334−31.7% | Reduced |
| Arlington Financial Advisors, LLC | 26,630 | $4.14M | 1.57% | +1,903+7.7% | Added |
| Allen Capital Group, LLC | 26,608 | $4.14M | 0.85% | +1,948+7.9% | Added |
| Independence Bank of Kentucky | 26,513 | $4.12M | 1.83% | −359−1.3% | Reduced |
| United Bank | 26,505 | $4.12M | 2.78% | +223+0.8% | Added |
| Ulysses Management LLC | 26,500 | $4.12M | 0.69% | +20,500+341.7% | Added |
| ProVise Management Group, LLC | 26,467 | $4.12M | 0.42% | −537−2.0% | Reduced |
| Johanson Financial Advisors, Inc. | 26,448 | $4.11M | 1.39% | +545+2.1% | Added |
| Atlas Brown,Inc. | 26,423 | $4.11M | 1.78% | +753+2.9% | Added |
| SkyOak Wealth, LLC | 26,374 | $4.10M | 1.10% | −414−1.5% | Reduced |
| Shoker Investment Counsel, Inc. | 26,364 | $4.10M | 2.05% | +236+0.9% | Added |
| Proequities, Inc. | 26,209 | $4.08M | 0.26% | +1,616+6.6% | Added |
| Mayflower Financial Advisors, LLC | 26,185 | $4.07M | 0.57% | −676−2.5% | Reduced |
| 9258 Wealth Management, LLC | 26,111 | $4.06M | 1.09% | +826+3.3% | Added |
| Carderock Capital Management Inc | 26,035 | $4.05M | 1.11% | −71−0.3% | Reduced |
| Eos Management, L.P. | 26,000 | $4.04M | 2.15% | 00.0% | Unchanged |
| Little House Capital LLC | 25,965 | $4.04M | 2.18% | −13,292−33.9% | Reduced |
| Nicollet Investment Management, Inc. | 25,908 | $4.03M | 1.64% | −89−0.3% | Reduced |
| NewSquare Capital LLC | 25,898 | $4.03M | 0.48% | +2,263+9.6% | Added |
| Parisi Gray Wealth Management | 25,878 | $4.03M | 1.47% | −1,758−6.4% | Reduced |
| Hengehold Capital Management LLC | 25,795 | $4.01M | 0.53% | +735+2.9% | Added |
| Wealthspire Advisors, LLC | 25,786 | $4.01M | 0.11% | −32,593−55.8% | Reduced |
| RMR Wealth Builders | 25,786 | $4.01M | 1.31% | −2,962−10.3% | Reduced |
| Greenline Partners, LLC | 25,745 | $4.00M | 0.82% | +247+1.0% | Added |
| Burney Co | 25,688 | $4.00M | 0.19% | −76−0.3% | Reduced |
| Hixon Zuercher, LLC | 25,691 | $4.00M | 2.40% | +14,139+122.4% | Added |
| Gladstone Institutional Advisory LLC | 25,636 | $3.99M | 0.48% | +7,905+44.6% | Added |
| Am Investment Strategies LLC | 25,542 | $3.97M | 1.02% | −731−2.8% | Reduced |
| Capital Planning Advisors, LLC | 25,477 | $3.96M | 0.81% | −1,073−4.0% | Reduced |
| Fiera Capital Corp | 25,468 | $3.96M | 0.01% | −19−0.1% | Reduced |
| Founders Capital Management | 25,456 | $3.96M | 2.58% | −71−0.3% | Reduced |
| Mount Vernon Associates Inc | 25,432 | $3.96M | 3.63% | +100.0% | Added |
| Laidlaw Wealth Management LLC | 25,361 | $3.94M | 1.02% | +122+0.5% | Added |
| PDS Planning, Inc | 25,261 | $3.93M | 0.96% | +40+0.2% | Added |
| Flagship Harbor Advisors, LLC | 25,230 | $3.92M | 0.42% | +149+0.6% | Added |
| Capital Investment Advisory Services, LLC | 25,229 | $3.92M | 0.49% | +213+0.9% | Added |
| High Note Wealth, LLC | 25,211 | $3.92M | 1.42% | +274+1.1% | Added |
| Creegan & Nassoura Financial Group, LLC | 25,178 | $3.92M | 3.35% | −796−3.1% | Reduced |
| Eagle Capital Management, LLC | 25,176 | $3.92M | 1.11% | +406+1.6% | Added |
| Eisler Capital (UK) Ltd. | 25,189 | $3.92M | 0.79% | +17,087+210.9% | Added |
| Hudson Value Partners, LLC | 25,168 | $3.92M | 2.16% | +45+0.2% | Added |
| Wealth Enhancement Advisory Services, LLC | 25,157 | $3.91M | 0.06% | −41,073−62.0% | Reduced |
| Papp L Roy & Associates | 25,130 | $3.91M | 0.49% | 00.0% | Unchanged |
| Malaga Cove Capital, LLC | 25,128 | $3.91M | 1.68% | +264+1.1% | Added |
| B. Riley Wealth Management, Inc. | 202,804 | $3.90M | 0.43% | +14,836+7.9% | Added |
| Orion Portfolio Solutions, LLC | 24,965 | $3.88M | 0.15% | +3,280+15.1% | Added |
| Signet Investment Advisory Group, Inc. | 24,822 | $3.86M | 2.49% | +1,786+7.8% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 24,742 | $3.85M | 1.87% | −4,170−14.4% | Reduced |
| Zevenbergen Capital Investments LLC | 24,733 | $3.85M | 0.07% | −1,745−6.6% | Reduced |
| Boston Research & Management Inc | 24,688 | $3.84M | 1.16% | +210+0.9% | Added |
| Pekin Hardy Strauss, Inc. | 24,629 | $3.83M | 0.54% | +6,945+39.3% | Added |
| Evermay Wealth Management LLC | 24,621 | $3.83M | 0.71% | −258−1.0% | Reduced |
| RFG Advisory, LLC | 24,604 | $3.83M | 0.34% | +851+3.6% | Added |
| Cary Street Partners Asset Management LLC | 24,595 | $3.83M | 0.91% | −133,248−84.4% | Reduced |
| Blume Capital Management, Inc. | 24,600 | $3.83M | 1.40% | +2,775+12.7% | Added |
| Sanders Morris Harris LLC | 24,662 | $3.82M | 0.74% | +17,408+240.0% | Added |
| ARGI Investment Services, LLC | 24,552 | $3.82M | 0.13% | +869+3.7% | Added |
| Atlantic Trust, LLC | 24,546 | $3.82M | 2.49% | −119−0.5% | Reduced |
| Walled Lake Planning & Wealth Management, LLC | 24,541 | $3.82M | 2.48% | +148+0.6% | Added |
| Strategic Wealth Partners, Ltd. | 24,534 | $3.82M | 1.25% | +3,861+18.7% | Added |
| West Oak Capital, LLC | 24,512 | $3.81M | 1.50% | −80−0.3% | Reduced |
| Procyon Private Wealth Partners, LLC | 24,517 | $3.81M | 1.04% | +1,551+6.8% | Added |
| Curbstone Financial Management Corp | 24,462 | $3.81M | 0.71% | −100−0.4% | Reduced |
| Claro Advisors LLC | 24,462 | $3.81M | 1.71% | +520+2.2% | Added |
| Nwam LLC | 24,450 | $3.80M | 0.35% | −284−1.1% | Reduced |
| Lee Danner & Bass Inc | 24,400 | $3.79M | 0.34% | +853+3.6% | Added |
| Patton Albertson Miller Group, LLC | 24,350 | $3.79M | 0.86% | +1,419+6.2% | Added |
| Ameritas Investment Company, LLC | 12,962 | $3.79M | 0.18% | −16,647−56.2% | Reduced |
| Deseret Mutual Benefit Administrators | 24,336 | $3.79M | 0.92% | +24,336 | New |
| Gables Capital Management Inc. | 24,241 | $3.77M | 2.58% | −5,834−19.4% | Reduced |
| Odey Asset Management Group Ltd | 24,225 | $3.77M | 0.85% | −30,600−55.8% | Reduced |
| Aspiriant, LLC | 24,201 | $3.76M | 0.21% | +1,592+7.0% | Added |
| NorthRock Partners, LLC | 24,178 | $3.76M | 0.31% | −528−2.1% | Reduced |
| Harbor Advisors LLC | 24,148 | $3.76M | 0.74% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 24,127 | $3.75M | 1.35% | +563+2.4% | Added |
| IMA Wealth, Inc. | 24,112 | $3.75M | 0.88% | +3,945+19.6% | Added |
| Roanoke Asset Management Corp | 24,026 | $3.74M | 1.30% | +4,120+20.7% | Added |
| BFSG, LLC | 23,980 | $3.73M | 0.67% | +950+4.1% | Added |
| Quadrant Capital Group LLC | 23,920 | $3.72M | 0.54% | −2,023−7.8% | Reduced |
| Bank of Stockton | 23,817 | $3.70M | 1.12% | −533−2.2% | Reduced |
| RDA Financial Network | 23,792 | $3.70M | 1.63% | +78+0.3% | Added |
| X-Square Capital, LLC | 23,817 | $3.70M | 1.76% | +4,150+21.1% | Added |
| Monetary Management Group Inc | 23,709 | $3.69M | 1.11% | −100−0.4% | Reduced |
| First Commonwealth Financial Corp | 23,697 | $3.69M | 1.29% | −72−0.3% | Reduced |
| Nomura Holdings Inc | 24,143 | $3.69M | 0.03% | +23,917+10,582.7% | Added |
| Vaughan Nelson Investment Management, L.P. | 23,670 | $3.68M | 0.04% | +2,025+9.4% | Added |
| S&CO Inc | 23,655 | $3.68M | 0.29% | 00.0% | Unchanged |
| Select Asset Management & Trust | 23,605 | $3.67M | 2.08% | −14,960−38.8% | Reduced |
| Coastal Bridge Advisors, LLC | 23,601 | $3.67M | 0.75% | +1,026+4.5% | Added |
| Tokio Marine Asset Management Co Ltd | 23,602 | $3.67M | 0.34% | +1,292+5.8% | Added |