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; 5,158 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 | 5,158 | $643.7B |
| Q1 2026 | 5,103 | $572.0B |
| Q4 2025 | 5,154 | $639.5B |
| Q3 2025 | 4,765 | $618.0B |
| Q2 2025 | 4,752 | $582.4B |
| Q1 2025 | 4,679 | $494.6B |
| Q4 2024 | 4,680 | $490.0B |
| Q3 2024 | 4,215 | $429.4B |
| Q2 2024 | 4,181 | $416.2B |
| Q1 2024 | 4,120 | $414.5B |
| Q4 2023 | 4,001 | $351.8B |
| Q3 2023 | 3,710 | $297.0B |
| Q2 2023 | 3,672 | $297.6B |
| Q1 2023 | 3,612 | $266.3B |
| Q4 2022 | 3,628 | $278.3B |
| Q3 2022 | 3,395 | $212.9B |
| Q2 2022 | 3,427 | $229.3B |
| Q1 2022 | 3,519 | $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 |
|---|---|---|---|---|---|
| Pathstone Family Office, LLC | 23,585 | $3.67M | 0.11% | +4,424+23.1% | Added |
| First Business Financial Services, Inc. | 23,567 | $3.67M | 0.43% | +2,255+10.6% | Added |
| Optimum Investment Advisors | 23,543 | $3.66M | 1.14% | −6,392−21.4% | Reduced |
| Geier Asset Management, Inc. | 23,528 | $3.66M | 2.56% | −679−2.8% | Reduced |
| Csenge Advisory Group | 23,291 | $3.66M | 0.33% | +3,314+16.6% | Added |
| FLC Capital Advisors | 23,473 | $3.65M | 1.07% | −602−2.5% | Reduced |
| 55I, LLC | 23,383 | $3.64M | 0.13% | +3,336+16.6% | Added |
| Selective Wealth Management, Inc. | 23,363 | $3.63M | 2.90% | −4,531−16.2% | Reduced |
| SlateStone Wealth, LLC | 23,342 | $3.63M | 0.83% | −1,538−6.2% | Reduced |
| Hayek Kallen Investment Management | 23,336 | $3.63M | 1.53% | +120+0.5% | Added |
| SOA Wealth Advisors, LLC. | 23,158 | $3.60M | 0.93% | −383−1.6% | Reduced |
| Spirit of America Management Corp | 23,142 | $3.60M | 0.77% | −750−3.1% | Reduced |
| WD Rutherford LLC | 23,135 | $3.60M | 2.00% | +160+0.7% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 23,131 | $3.60M | 0.18% | +914+4.1% | Added |
| TCG Advisory Services, LLC | 23,103 | $3.59M | 0.97% | −2,397−9.4% | Reduced |
| Nichols & Pratt Advisers LLP | 23,093 | $3.59M | 0.27% | +725+3.2% | Added |
| TrimTabs Asset Management, LLC | 23,281 | $3.59M | 1.83% | −1,727−6.9% | Reduced |
| Union Heritage Capital, LLC | 23,000 | $3.58M | 1.67% | +4,700+25.7% | Added |
| Butensky & Cohen Financial Security, Inc | 22,967 | $3.57M | 1.42% | −264−1.1% | Reduced |
| Marietta Investment Partners LLC | 22,954 | $3.57M | 0.81% | +770+3.5% | Added |
| Independent Financial Group, LLC | 22,911 | $3.56M | 0.38% | +1,287+6.0% | Added |
| Newman Dignan & Sheerar, Inc. | 22,902 | $3.56M | 1.21% | −239−1.0% | Reduced |
| Rehmann Capital Advisory Group | 22,771 | $3.56M | 0.34% | −1,653−6.8% | Reduced |
| Peddock Capital Advisors, LLC | 23,438 | $3.56M | 1.24% | −285−1.2% | Reduced |
| Liberty Capital Management, Inc. | 22,866 | $3.56M | 1.08% | −299−1.3% | Reduced |
| NEXT Financial Group, Inc | 22,813 | $3.55M | 0.28% | +992+4.5% | Added |
| Cobblestone Capital Advisors LLC | 22,787 | $3.54M | 0.24% | −79−0.3% | Reduced |
| McMillion Capital Management Inc | 22,739 | $3.54M | 1.93% | −1,041−4.4% | Reduced |
| Blue Fin Capital, Inc. | 22,625 | $3.52M | 1.08% | −402−1.7% | Reduced |
| Aspen Investment Management Inc | 22,623 | $3.52M | 1.84% | −67−0.3% | Reduced |
| Norway Savings Bank | 22,619 | $3.52M | 1.71% | +75+0.3% | Added |
| Compton Wealth Advisory Group, LLC | 22,617 | $3.52M | 1.64% | +273+1.2% | Added |
| Essex Savings Bank | 21,411 | $3.52M | 1.36% | −254−1.2% | Reduced |
| Piscataqua Savings Bank | 22,601 | $3.52M | 3.01% | −116−0.5% | Reduced |
| HCR Wealth Advisors | 22,591 | $3.51M | 0.61% | +1,540+7.3% | Added |
| Harbor Advisory Corp | 22,563 | $3.51M | 1.58% | +1,401+6.6% | Added |
| Gradient Capital Advisors, LLC | 22,553 | $3.51M | 1.64% | +216+1.0% | Added |
| Anchor Investment Management, LLC | 22,552 | $3.51M | 0.49% | +1,834+8.9% | Added |
| Heritage Way Advisors, LLC | 22,473 | $3.50M | 1.44% | −315−1.4% | Reduced |
| Fairhaven Wealth Management, LLC | 22,462 | $3.49M | 1.39% | +919+4.3% | Added |
| Pavion Blue Capital, LLC | 22,442 | $3.49M | 2.14% | −368−1.6% | Reduced |
| Investment Research & Advisory Group, Inc. | 22,439 | $3.49M | 2.33% | +20.0% | Added |
| Valmark Advisers, Inc. | 22,441 | $3.49M | 0.06% | +476+2.2% | Added |
| Poehling Capital Management, LLC | 22,393 | $3.48M | 1.11% | −118−0.5% | Reduced |
| Coe Capital Management, LLC | 22,386 | $3.48M | 3.28% | −693−3.0% | Reduced |
| Grove Bank & Trust | 22,354 | $3.48M | 0.75% | −20−0.1% | Reduced |
| Claraphi Advisory Network, LLC | 22,330 | $3.47M | 1.05% | +1,057+5.0% | Added |
| Beaton Management Co. Inc. | 22,284 | $3.47M | 2.20% | −100−0.4% | Reduced |
| Armor Investment Advisors, LLC | 22,283 | $3.47M | 2.09% | −43−0.2% | Reduced |
| Magnus Financial Group LLC | 22,273 | $3.46M | 0.76% | −2,262−9.2% | Reduced |
| Sutton Wealth Advisors Inc. | 22,256 | $3.46M | 1.26% | +137+0.6% | Added |
| Balasa Dinverno & Foltz LLC | 22,086 | $3.44M | 0.25% | −13,918−38.7% | Reduced |
| Wealthcare Advisory Partners LLC | 21,997 | $3.42M | 0.23% | −643−2.8% | Reduced |
| Kovack Advisors, Inc. | 21,982 | $3.42M | 0.39% | +1,433+7.0% | Added |
| First United Bank Trust | 21,978 | $3.42M | 1.43% | −1,169−5.1% | Reduced |
| Wunderlich Capital Managemnt | 21,866 | $3.40M | 1.72% | +14+0.1% | Added |
| Oarsman Capital, Inc. | 21,829 | $3.40M | 1.35% | −2,092−8.7% | Reduced |
| Cascadia Advisory Services, LLC | 21,771 | $3.39M | 0.73% | +1,081+5.2% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 21,755 | $3.38M | 2.34% | +344+1.6% | Added |
| Manchester Capital Management LLC | 21,737 | $3.38M | 0.47% | −57−0.3% | Reduced |
| Canton Hathaway, LLC | 21,705 | $3.38M | 0.99% | −429−1.9% | Reduced |
| Court Place Advisors, LLC | 21,686 | $3.37M | 0.98% | −225−1.0% | Reduced |
| HBK Investments L P | 21,631 | $3.36M | 0.03% | +7,516+53.2% | Added |
| Farr Miller & Washington LLC | 21,592 | $3.36M | 0.22% | +140+0.7% | Added |
| Proquility Private Wealth Partners, LLC | 21,528 | $3.35M | 1.26% | +439+2.1% | Added |
| McKinley Carter Wealth Services, Inc. | 21,505 | $3.35M | 0.28% | −819−3.7% | Reduced |
| Affinity Wealth Management LLC | 21,822 | $3.34M | 0.66% | −130−0.6% | Reduced |
| New Potomac Partners, LLC | 21,450 | $3.34M | 2.27% | +95+0.4% | Added |
| Modus Advisors, LLC | 21,430 | $3.33M | 1.40% | +116+0.5% | Added |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 21,432 | $3.33M | 0.83% | +448+2.1% | Added |
| Investment Partners, Ltd. | 21,313 | $3.31M | 1.51% | +2,506+13.3% | Added |
| Adirondack Trust Co | 21,280 | $3.31M | 1.67% | +128+0.6% | Added |
| Founders Financial Alliance, LLC | 21,196 | $3.31M | 1.50% | +201+1.0% | Added |
| Avidian Wealth Solutions, LLC | 21,233 | $3.30M | 0.25% | −16−0.1% | Reduced |
| Laurel Wealth Advisors, Inc. | 21,134 | $3.29M | 0.43% | +712+3.5% | Added |
| Merit Financial Group, LLC | 20,991 | $3.27M | 0.31% | −265−1.2% | Reduced |
| NatWest Group plc | 20,970 | $3.26M | 1.69% | −7,033−25.1% | Reduced |
| Lederer & Associates Investment Counsel | 20,943 | $3.26M | 2.17% | −197−0.9% | Reduced |
| Columbia Trust Co 01012016 | 20,931 | $3.25M | 1.85% | +494+2.4% | Added |
| AMJ Financial Wealth Management | 20,879 | $3.25M | 1.41% | +20,879 | New |
| Advisor Resource Council | 20,865 | $3.25M | 0.34% | +20,865 | New |
| Ashfield Capital Partners, LLC | 20,828 | $3.24M | 0.23% | +396+1.9% | Added |
| Northstar Asset Management LLC | 20,808 | $3.24M | 0.85% | −250−1.2% | Reduced |
| Intellectus Partners, LLC | 20,744 | $3.23M | 0.73% | −156−0.7% | Reduced |
| Sawyer & Company, Inc | 20,739 | $3.23M | 1.51% | −1,540−6.9% | Reduced |
| WC Walker & Associates, Inc. | 20,668 | $3.23M | 1.69% | +644+3.2% | Added |
| Almanack Investment Partners, LLC. | 20,728 | $3.22M | 0.31% | −3,452−14.3% | Reduced |
| Advisors Management Group Inc | 20,712 | $3.22M | 0.96% | −80.0% | Reduced |
| VeraBank, N.A. | 20,673 | $3.22M | 1.91% | +854+4.3% | Added |
| Bessemer Securities LLC | 20,670 | $3.21M | 1.26% | +3,750+22.2% | Added |
| Leisure Capital Management | 20,601 | $3.20M | 1.79% | −342−1.6% | Reduced |
| George Kaiser Family Foundation | 20,588 | $3.20M | 0.52% | −7,785−27.4% | Reduced |
| Barings LLC | 20,576 | $3.20M | 0.07% | −14,639−41.6% | Reduced |
| Glen Eagle Advisors, LLC | 20,573 | $3.20M | 0.99% | +2,226+12.1% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 20,558 | $3.20M | 1.07% | +937+4.8% | Added |
| Cohen Investment Advisors LLC | 20,553 | $3.20M | 2.49% | −485−2.3% | Reduced |
| Hudson Capital Management LLC | 20,542 | $3.19M | 1.32% | −515−2.4% | Reduced |
| OPSEU Pension Plan Trust Fund | 20,526 | $3.19M | 0.82% | −15,165−42.5% | Reduced |
| Nicolet Bankshares Inc | 20,524 | $3.19M | 0.84% | +527+2.6% | Added |
| Cito Capital Group, LLC | 20,513 | $3.19M | 1.44% | +60.0% | Added |