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 |
|---|---|---|---|---|---|
| Pacifica Partners Inc. | 20,684 | $3.19M | 2.42% | +1,820+9.6% | Added |
| Indiana Trust & Investment Management CO | 25,109 | $3.19M | 1.75% | +1,414+6.0% | Added |
| WMS Partners, LLC | 20,501 | $3.19M | 0.47% | +285+1.4% | Added |
| Integrated Investment Consultants, LLC | 20,483 | $3.19M | 0.93% | +639+3.2% | Added |
| International Assets Investment Management, LLC | 79,316 | $3.19M | 0.59% | −171,042−68.3% | Reduced |
| Outfitter Financial LLC | 20,470 | $3.18M | 2.44% | +15+0.1% | Added |
| Elgethun Capital Management | 20,434 | $3.18M | 1.09% | +265+1.3% | Added |
| Robertson Stephens Wealth Management, LLC | 20,402 | $3.17M | 0.38% | −3,812−15.7% | Reduced |
| Inverness Counsel LLC | 20,356 | $3.17M | 0.12% | −238−1.2% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 20,467 | $3.16M | 0.09% | −531−2.5% | Reduced |
| HGI Capital Management, LLC | 20,324 | $3.16M | 1.22% | −24,297−54.5% | Reduced |
| First PREMIER Bank | 20,301 | $3.16M | 0.91% | +68+0.3% | Added |
| Wealthsource Partners, LLC | 20,265 | $3.15M | 0.28% | −4,131−16.9% | Reduced |
| Aull & Monroe Investment Management Corp | 20,254 | $3.15M | 1.50% | 00.0% | Unchanged |
| Archer Investment Corp | 20,214 | $3.14M | 1.24% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 20,201 | $3.14M | 0.61% | −46−0.2% | Reduced |
| Abacus Planning Group, Inc. | 20,121 | $3.13M | 0.96% | −1,423−6.6% | Reduced |
| Kistler-Tiffany Companies, LLC | 20,078 | $3.12M | 0.72% | −307−1.5% | Reduced |
| Rowland & Co Investment Counsel | 20,013 | $3.11M | 0.77% | 00.0% | Unchanged |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 20,000 | $3.11M | 1.35% | −20,000−50.0% | Reduced |
| Anson Funds Management LP | 20,000 | $3.11M | 0.37% | +20,000 | New |
| Fuller & Thaler Asset Management, Inc. | 19,951 | $3.10M | 0.02% | −3,400−14.6% | Reduced |
| UBP Investment Advisors SA | 19,865 | $3.09M | 1.14% | +7,181+56.6% | Added |
| Harvey Investment Co LLC | 19,863 | $3.09M | 0.41% | −675−3.3% | Reduced |
| LS Investment Advisors, LLC | 19,833 | $3.08M | 0.39% | −74,816−79.0% | Reduced |
| IFG Advisory, LLC | 19,815 | $3.08M | 0.34% | −3,259−14.1% | Reduced |
| Dumont & Blake Investment Advisors LLC | 19,802 | $3.08M | 0.88% | +89+0.5% | Added |
| Phoenix Wealth Advisors | 20,035 | $3.07M | 2.22% | −186−0.9% | Reduced |
| Evoke Wealth, LLC | 19,766 | $3.07M | 0.12% | −210−1.1% | Reduced |
| Northstar Advisory Group, LLC | 19,763 | $3.07M | 1.92% | +2,257+12.9% | Added |
| Eclectic Associates Inc | 19,722 | $3.07M | 2.30% | −253−1.3% | Reduced |
| Great Diamond Partners, LLC | 19,720 | $3.07M | 0.87% | +362+1.9% | Added |
| WP Advisors, LLC | 19,686 | $3.06M | 1.28% | +58+0.3% | Added |
| Quadrant Private Wealth Management, LLC | 19,645 | $3.06M | 1.24% | +884+4.7% | Added |
| Clear Creek Financial Management, LLC | 19,595 | $3.05M | 0.47% | +17,659+912.1% | Added |
| Brooks, Moore & Associates, Inc. | 19,588 | $3.05M | 1.94% | +462+2.4% | Added |
| Argent Advisors, Inc. | 19,589 | $3.05M | 1.85% | +1,351+7.4% | Added |
| Strategic Wealth Designers | 19,562 | $3.04M | 1.08% | +3,973+25.5% | Added |
| Beaumont Financial Partners, LLC | 19,537 | $3.04M | 0.23% | +231+1.2% | Added |
| Brightworth | 19,491 | $3.03M | 0.26% | +2,474+14.5% | Added |
| CNB Bank | 19,484 | $3.03M | 1.90% | +274+1.4% | Added |
| Peoples Financial Services Corp. | 19,442 | $3.02M | 1.27% | −13−0.1% | Reduced |
| MV Capital Management, Inc. | 19,363 | $3.01M | 0.51% | +1,235+6.8% | Added |
| Coastline Trust Co | 19,361 | $3.01M | 0.37% | −52−0.3% | Reduced |
| Signature Wealth Management Partners, LLC | 19,303 | $3.00M | 2.73% | −2,459−11.3% | Reduced |
| Terra Nova Asset Management LLC | 19,296 | $3.00M | 2.58% | −1,915−9.0% | Reduced |
| Sargent Investment Group, LLC | 19,252 | $2.99M | 0.71% | +203+1.1% | Added |
| Vivaldi Capital Management, LLC | 18,696 | $2.99M | 0.60% | −1,327−6.6% | Reduced |
| Landmark Financial Advisors, LLC | 19,229 | $2.99M | 1.43% | +319+1.7% | Added |
| Stableford Capital II LLC | 19,232 | $2.99M | 1.43% | +572+3.1% | Added |
| O'Dell Group, LLC | 19,226 | $2.99M | 0.95% | +708+3.8% | Added |
| Cary Street Partner Investment Advisory LLC | 19,167 | $2.98M | 0.96% | +9,701+102.5% | Added |
| Boston Financial Mangement LLC | 19,026 | $2.96M | 0.12% | +92+0.5% | Added |
| Mission Wealth Management, LP | 19,007 | $2.96M | 0.16% | +559+3.0% | Added |
| YHB Investment Advisors, Inc. | 18,986 | $2.95M | 0.25% | +379+2.0% | Added |
| Sabadell Asset Management, S.A S.G.I.I.C | 18,947 | $2.95M | 0.51% | +18,947 | New |
| Keystone Financial Group | 18,934 | $2.94M | 0.53% | −717−3.6% | Reduced |
| Miller Investment Management, LP | 18,935 | $2.94M | 0.51% | 00.0% | Unchanged |
| Sawtooth Solutions, LLC | 18,854 | $2.93M | 0.58% | +2,484+15.2% | Added |
| Condor Capital Management | 18,850 | $2.93M | 0.32% | −522−2.7% | Reduced |
| Quest Capital Management Inc | 18,845 | $2.93M | 0.58% | +577+3.2% | Added |
| Dillon & Associates Inc | 18,782 | $2.93M | 0.57% | +197+1.1% | Added |
| Atlas Private Wealth Management | 18,825 | $2.93M | 1.81% | +1,261+7.2% | Added |
| Intercontinental Wealth Advisors, LLC | 18,808 | $2.92M | 0.58% | +596+3.3% | Added |
| Prelude Capital Management, LLC | 18,770 | $2.92M | 0.16% | −6,790−26.6% | Reduced |
| Graybill Bartz & Assoc Ltd | 18,755 | $2.92M | 1.44% | +99+0.5% | Added |
| Good Life Advisors, LLC | 18,716 | $2.91M | 0.55% | −237−1.3% | Reduced |
| Wambolt & Associates, LLC | 18,463 | $2.90M | 1.23% | +4,549+32.7% | Added |
| Valley National Advisers Inc | 18,598 | $2.89M | 0.53% | −172−0.9% | Reduced |
| Valley Brook Capital Group | 18,574 | $2.89M | 2.75% | +560+3.1% | Added |
| Peachtree Investment Partners, LLC | 18,565 | $2.89M | 1.41% | −1,186−6.0% | Reduced |
| Home Federal Bank of Tennessee | 18,537 | $2.88M | 1.04% | −800−4.1% | Reduced |
| Front Street Capital Management, Inc. | 18,530 | $2.88M | 0.52% | −1,580−7.9% | Reduced |
| Smith, Moore & Co. | 18,505 | $2.88M | 0.43% | +295+1.6% | Added |
| Alaethes Wealth LLC | 18,499 | $2.88M | 2.22% | +458+2.5% | Added |
| RB Capital Management, LLC | 18,423 | $2.87M | 1.10% | +759+4.3% | Added |
| Certified Advisory Corp | 18,423 | $2.87M | 0.72% | +913+5.2% | Added |
| Sage Mountain Advisors LLC | 18,357 | $2.85M | 0.47% | +1,231+7.2% | Added |
| Minot Wealth Management LLC | 18,316 | $2.85M | 0.62% | +3,824+26.4% | Added |
| West Paces Advisors Inc. | 18,312 | $2.85M | 1.05% | −332−1.8% | Reduced |
| Octavia Wealth Advisors, LLC | 18,312 | $2.85M | 0.75% | +346+1.9% | Added |
| Boltwood Capital Management | 18,270 | $2.84M | 1.18% | −143−0.8% | Reduced |
| Secure Asset Management, LLC | 18,237 | $2.84M | 1.44% | +282+1.6% | Added |
| Continental Advisors LLC | 18,235 | $2.84M | 2.01% | −2,155−10.6% | Reduced |
| Holderness Investments Co | 18,224 | $2.83M | 0.94% | +353+2.0% | Added |
| Knott David M | 18,170 | $2.83M | 1.09% | +2,700+17.5% | Added |
| Soltis Investment Advisors LLC | 18,165 | $2.83M | 0.45% | +1,721+10.5% | Added |
| Connecticut Wealth Management, LLC | 18,144 | $2.82M | 0.25% | +18,144 | New |
| Aldebaran Financial Inc. | 18,032 | $2.82M | 2.48% | +274+1.5% | Added |
| Golden State Equity Partners | 18,126 | $2.82M | 1.09% | +1,136+6.7% | Added |
| Amica Retiree Medical Trust | 18,080 | $2.81M | 1.78% | −3,881−17.7% | Reduced |
| SkyView Investment Advisors, LLC | 18,475 | $2.81M | 1.31% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 18,123 | $2.81M | 0.20% | −13,011−41.8% | Reduced |
| IPG Investment Advisors LLC | 18,056 | $2.81M | 0.82% | −1,556−7.9% | Reduced |
| St. Louis Trust Co | 18,050 | $2.81M | 0.70% | 00.0% | Unchanged |
| Acropolis Investment Management, LLC | 18,011 | $2.80M | 0.27% | +107+0.6% | Added |
| A. D. Beadell Investment Counsel, Inc. | 18,000 | $2.80M | 1.77% | −175−1.0% | Reduced |
| Burleson & Company, LLC | 17,998 | $2.80M | 0.42% | +15+0.1% | Added |
| GYL Financial Synergies, LLC | 17,978 | $2.80M | 1.44% | +20+0.1% | Added |
| JBJ Investment Partners, LLC | 17,838 | $2.77M | 0.57% | −1,899−9.6% | Reduced |