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 |
|---|---|---|---|---|---|
| Moser Wealth Advisors, LLC | 17,823 | $2.77M | 1.78% | +175+1.0% | Added |
| Eads & Heald Wealth Management | 17,802 | $2.77M | 1.35% | −312−1.7% | Reduced |
| Financial Planning & Information Services, Inc. | 17,681 | $2.75M | 0.81% | −111−0.6% | Reduced |
| AllGen Financial Advisors, Inc. | 17,680 | $2.75M | 2.11% | −42,089−70.4% | Reduced |
| Spreng Capital Management, Inc. | 17,665 | $2.75M | 1.78% | +388+2.2% | Added |
| Edgewood Management LLC | 17,664 | $2.75M | 0.00% | −150−0.8% | Reduced |
| Investment Advisory Services Inc | 17,638 | $2.74M | 1.69% | +17,638 | New |
| Laffer Tengler Investments | 17,581 | $2.73M | 1.02% | −3,389−16.2% | Reduced |
| Raab & Moskowitz Asset Management LLC | 17,539 | $2.73M | 1.00% | +238+1.4% | Added |
| Next Capital Management LLC | 17,445 | $2.71M | 1.73% | −3,879−18.2% | Reduced |
| Financial Architects, Inc | 17,439 | $2.71M | 0.39% | +1,604+10.1% | Added |
| Emfo, LLC | 17,420 | $2.71M | 2.37% | +17,420 | New |
| Doliver Advisors, LP | 17,398 | $2.71M | 0.90% | +4,936+39.6% | Added |
| Rational Advisors LLC | 17,351 | $2.70M | 0.32% | +447+2.6% | Added |
| Lake Street Advisors Group, LLC | 16,665 | $2.70M | 0.20% | −63−0.4% | Reduced |
| MACRO Consulting Group | 17,309 | $2.69M | 1.39% | −1,827−9.5% | Reduced |
| Americana Partners, LLC | 17,319 | $2.69M | 1.37% | −24−0.1% | Reduced |
| Strategic Blueprint, LLC | 17,277 | $2.69M | 0.43% | +1,710+11.0% | Added |
| Arbor Trust Wealth Advisors, LLC | 17,246 | $2.68M | 1.68% | +245+1.4% | Added |
| Field & Main Bank | 17,221 | $2.68M | 1.72% | +264+1.6% | Added |
| Tandem Capital Management Corp | 17,213 | $2.68M | 1.69% | −10−0.1% | Reduced |
| Red Cedar Investment Management, LLC | 17,211 | $2.68M | 0.36% | 00.0% | Unchanged |
| NVWM, LLC | 17,184 | $2.67M | 0.96% | +522+3.1% | Added |
| Key Financial Inc | 17,590 | $2.67M | 1.49% | +400+2.3% | Added |
| GFG Capital, LLC | 17,113 | $2.66M | 0.80% | +210+1.2% | Added |
| Exane Derivatives | 17,085 | $2.66M | 0.62% | +190+1.1% | Added |
| StrategIQ Financial Group, LLC | 17,018 | $2.65M | 0.52% | −240−1.4% | Reduced |
| TCI Wealth Advisors, Inc. | 17,009 | $2.65M | 0.46% | +1,895+12.5% | Added |
| Center for Financial Planning, Inc. | 17,004 | $2.65M | 0.65% | −47−0.3% | Reduced |
| SWS Partners | 16,805 | $2.61M | 1.70% | −5,734−25.4% | Reduced |
| CFM Wealth Partners LLC | 16,778 | $2.61M | 0.69% | −58−0.3% | Reduced |
| Rollins Financial | 16,722 | $2.60M | 0.95% | +873+5.5% | Added |
| Aries Wealth Management | 16,708 | $2.60M | 1.11% | −367−2.1% | Reduced |
| Cornerstone Advisory, LLC | 16,655 | $2.59M | 0.44% | +635+4.0% | Added |
| Everett Harris & Co | 16,639 | $2.59M | 0.04% | −1,270−7.1% | Reduced |
| Weik Capital Management | 16,610 | $2.58M | 1.01% | +340+2.1% | Added |
| Benedict Financial Advisors Inc | 16,605 | $2.58M | 0.72% | +930+5.9% | Added |
| Ayalon Holdings Ltd. | 16,431 | $2.58M | 0.86% | +2,088+14.6% | Added |
| Delta Asset Management LLC | 16,594 | $2.58M | 0.25% | −898−5.1% | Reduced |
| Guardian Investment Management | 16,584 | $2.58M | 1.76% | 00.0% | Unchanged |
| Gerber Kawasaki Wealth & Investment Management | 16,577 | $2.58M | 0.26% | −872−5.0% | Reduced |
| Arete Wealth Advisors, LLC | 18,391 | $2.57M | 0.36% | +406+2.3% | Added |
| Aberdeen Wealth Management LLC | 16,489 | $2.56M | 2.36% | −10−0.1% | Reduced |
| 180 Wealth Advisors, LLC | 16,098 | $2.56M | 0.59% | +228+1.4% | Added |
| Quattro Financial Advisors LLC | 16,426 | $2.56M | 0.68% | −1,877−10.3% | Reduced |
| StoneX Group Inc. | 16,456 | $2.56M | 0.38% | +526+3.3% | Added |
| Falcon Wealth Planning | 16,434 | $2.56M | 1.09% | +12+0.1% | Added |
| DeDora Capital, Inc. | 16,434 | $2.56M | 1.11% | +521+3.3% | Added |
| Martin & Co Inc | 16,361 | $2.54M | 0.63% | −1,100−6.3% | Reduced |
| Krilogy Financial LLC | 16,335 | $2.54M | 0.25% | +814+5.2% | Added |
| Ironwood Investment Counsel, LLC | 16,333 | $2.54M | 0.68% | +865+5.6% | Added |
| Bulltick Wealth Management, LLC | 16,313 | $2.54M | 0.60% | +12,221+298.7% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 16,291 | $2.53M | 0.14% | −289−1.7% | Reduced |
| Hodges Capital Management Inc. | 16,282 | $2.53M | 0.28% | +200+1.2% | Added |
| Hollencrest Capital Management | 16,274 | $2.53M | 0.23% | −4,889−23.1% | Reduced |
| XML Financial, LLC | 16,181 | $2.52M | 0.55% | −471−2.8% | Reduced |
| RKL Wealth Management LLC | 16,164 | $2.51M | 0.32% | +239+1.5% | Added |
| Cambria Investment Management, L.P. | 16,160 | $2.51M | 0.43% | +2,240+16.1% | Added |
| Centre Asset Management, LLC | 16,120 | $2.51M | 1.30% | −3,810−19.1% | Reduced |
| Davidson Trust Co | 16,118 | $2.51M | 1.95% | +12+0.1% | Added |
| Sterling Investment Management, Inc. | 16,087 | $2.50M | 1.64% | −3,193−16.6% | Reduced |
| Strategic Capital Advisers, Inc. | 16,068 | $2.50M | 2.07% | +11+0.1% | Added |
| First City Capital Management, Inc. | 15,432 | $2.50M | 1.37% | −258−1.6% | Reduced |
| KCS Wealth Advisory | 16,054 | $2.50M | 1.18% | +27+0.2% | Added |
| Professional Planning | 16,058 | $2.50M | 1.15% | +877+5.8% | Added |
| Orleans Capital Management Corp | 16,049 | $2.50M | 1.60% | −880−5.2% | Reduced |
| 44 Wealth Management LLC | 16,011 | $2.49M | 0.96% | −766−4.6% | Reduced |
| Institute for Wealth Management, LLC. | 16,002 | $2.49M | 0.44% | +325+2.1% | Added |
| Blue Edge Capital, LLC | 16,002 | $2.49M | 0.52% | −29−0.2% | Reduced |
| Ritter Daniher Financial Advisory, LLC | 15,993 | $2.49M | 1.85% | +30.0% | Added |
| Zions Bancorporation, N.A. | 15,993 | $2.49M | 0.25% | −542−3.3% | Reduced |
| Covenant Asset Management, LLC | 15,982 | $2.49M | 0.74% | +307+2.0% | Added |
| Birmingham Capital Management Co Inc | 15,925 | $2.48M | 0.91% | −652−3.9% | Reduced |
| Jump Financial, LLC | 15,920 | $2.48M | 0.24% | −6,910−30.3% | Reduced |
| Gilder Gagnon Howe & Co LLC | 15,874 | $2.47M | 0.01% | −1,060−6.3% | Reduced |
| Seeyond | 15,880 | $2.47M | 0.23% | −583−3.5% | Reduced |
| Connolly Sarah T. | 15,871 | $2.47M | 2.02% | −120−0.8% | Reduced |
| Providence Wealth Advisors, LLC | 15,880 | $2.45M | 1.68% | +76+0.5% | Added |
| Seascape Capital Management | 15,759 | $2.45M | 1.28% | −451−2.8% | Reduced |
| Chilton Investment Co LLC | 15,751 | $2.45M | 0.06% | −696−4.2% | Reduced |
| Sandhill Capital Partners LLC | 15,754 | $2.45M | 0.19% | +981+6.6% | Added |
| HWG Holdings LP | 15,741 | $2.45M | 1.25% | −220−1.4% | Reduced |
| Bull Street Advisors, LLC | 15,735 | $2.45M | 1.31% | +80+0.5% | Added |
| Game Plan Financial Advisors, LLC | 15,719 | $2.44M | 1.46% | +75+0.5% | Added |
| Coastal Investment Advisors, Inc. | 15,695 | $2.44M | 0.58% | +784+5.3% | Added |
| Oak Asset Management, LLC | 15,686 | $2.44M | 1.03% | +160+1.0% | Added |
| Wealth Alliance | 15,676 | $2.44M | 0.57% | −765−4.7% | Reduced |
| Moseley Investment Management Inc | 15,650 | $2.43M | 1.20% | −372−2.3% | Reduced |
| Trinity Legacy Partners, LLC | 15,616 | $2.43M | 0.89% | +10,327+195.3% | Added |
| Twin Lakes Capital Management, LLC | 15,603 | $2.43M | 1.35% | −182−1.2% | Reduced |
| Fulcrum Asset Management LLP | – | $2.43M | 1.02% | – | – |
| Accurate Wealth Management, LLC | 15,576 | $2.42M | 2.13% | +15,576 | New |
| Notis-McConarty Edward | 15,558 | $2.42M | 0.90% | −1,375−8.1% | Reduced |
| WBH Advisory Inc | 15,931 | $2.42M | 0.35% | −3,565−18.3% | Reduced |
| Magnolia Capital Advisors LLC | 15,530 | $2.42M | 1.07% | +15,530 | New |
| Riverview Trust Co | 15,410 | $2.40M | 2.53% | −135−0.9% | Reduced |
| Ashton Thomas Private Wealth, LLC | 15,404 | $2.40M | 0.37% | +216+1.4% | Added |
| Clarity Wealth Advisors, LLC | 15,365 | $2.39M | 1.24% | +1,370+9.8% | Added |
| Cedar Brook Financial Partners, LLC | 15,325 | $2.38M | 0.69% | −118−0.8% | Reduced |
| Boit C F David | 15,329 | $2.38M | 1.82% | +15,329 | New |