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 |
|---|---|---|---|---|---|
| Qtron Investments LLC | 15,304 | $2.38M | 0.60% | −4,304−22.0% | Reduced |
| EPG Wealth Management LLC | 15,302 | $2.38M | 1.01% | +666+4.6% | Added |
| Alaska Permanent Fund Corp | 15,300 | $2.38M | 0.04% | +15,300 | New |
| Crystal Rock Capital Management | 15,243 | $2.37M | 1.23% | 00.0% | Unchanged |
| Asio Capital, LLC | 15,243 | $2.37M | 0.84% | +1,337+9.6% | Added |
| Fortem Financial Group, LLC | 15,233 | $2.37M | 1.20% | +752+5.2% | Added |
| Matrix Private Capital Group LLC | 15,224 | $2.37M | 1.30% | −1,221−7.4% | Reduced |
| Pinnacle Wealth Management Group, Inc. | 15,215 | $2.37M | 1.73% | +15,215 | New |
| Ethic Inc. | 15,163 | $2.36M | 0.29% | −20,360−57.3% | Reduced |
| Karpas Strategies, LLC | 15,121 | $2.35M | 0.83% | +17+0.1% | Added |
| Neumann Capital Management, LLC | 15,085 | $2.35M | 1.05% | −600−3.8% | Reduced |
| Pantheon Investment Group, LLC | 15,073 | $2.34M | 1.96% | +62+0.4% | Added |
| Brendel Financial Advisors LLC | 14,980 | $2.33M | 1.28% | −6,925−31.6% | Reduced |
| GFS Advisors, LLC | 14,983 | $2.33M | 0.52% | +1,515+11.2% | Added |
| Cornerstone Wealth Management, LLC | 14,845 | $2.31M | 0.24% | +15+0.1% | Added |
| Intrua Financial, LLC | 14,324 | $2.31M | 0.55% | +89+0.6% | Added |
| Mizuho Securities USA LLC | 14,807 | $2.30M | 0.19% | −9,039−37.9% | Reduced |
| Schwarz Dygos Wheeler Investment Advisors LLC | 14,808 | $2.30M | 0.85% | +501+3.5% | Added |
| DFPG Investments, LLC | 14,657 | $2.28M | 0.86% | +822+5.9% | Added |
| Allworth Financial LP | 14,658 | $2.28M | 0.04% | −4,476−23.4% | Reduced |
| LifeSteps Financial, Inc. | 14,653 | $2.28M | 1.75% | +657+4.7% | Added |
| Hudson Canyon Capital Management | 14,643 | $2.28M | 1.70% | −1,100−7.0% | Reduced |
| Eqis Capital Management, Inc. | 14,637 | $2.28M | 0.17% | +83+0.6% | Added |
| Parkside Financial Bank & Trust | 14,531 | $2.26M | 0.65% | −5,869−28.8% | Reduced |
| Gleason Group, Inc. | 14,537 | $2.26M | 0.82% | +84+0.6% | Added |
| Sugarloaf Wealth Management, LLC | 14,525 | $2.26M | 0.62% | +1,057+7.8% | Added |
| Peoples Bank | 14,517 | $2.26M | 1.19% | +1,003+7.4% | Added |
| Pinnacle Wealth Planning Services, Inc. | 14,499 | $2.25M | 0.55% | −20−0.1% | Reduced |
| Stonnington Group, LLC | 14,935 | $2.25M | 0.50% | +400+2.8% | Added |
| Mastrapasqua Asset Management Inc | 14,485 | $2.25M | 0.24% | +1,381+10.5% | Added |
| Warther Private Wealth, LLC | 14,312 | $2.25M | 2.18% | +14,312 | New |
| Pearl River Capital, LLC | 14,398 | $2.24M | 0.62% | +14,398 | New |
| Gs Investments, Inc. | 14,365 | $2.23M | 3.05% | +4,980+53.1% | Added |
| Heron Financial Group, LLC | 14,330 | $2.23M | 1.27% | +20+0.1% | Added |
| Phillips Financial Management, LLC | 14,319 | $2.23M | 0.23% | +961+7.2% | Added |
| Bogart Wealth, LLC | 14,286 | $2.22M | 0.24% | +2,309+19.3% | Added |
| Axiom Financial Strategies, LLC | 14,267 | $2.22M | 1.02% | +5,877+70.0% | Added |
| SFMG, LLC | 14,260 | $2.22M | 0.25% | +180+1.3% | Added |
| Mattern Wealth Management LLC | 14,593 | $2.22M | 0.71% | +1,001+7.4% | Added |
| RSM US Wealth Management LLC | 14,255 | $2.22M | 0.12% | +2,892+25.5% | Added |
| Wolff Wiese Magana LLC | 14,208 | $2.21M | 1.58% | −167−1.2% | Reduced |
| Ironwood Financial, llc | 14,200 | $2.21M | 0.66% | +27+0.2% | Added |
| Weatherly Asset Management L. P. | 14,179 | $2.21M | 0.28% | 00.0% | Unchanged |
| Palumbo Wealth Management LLC | 14,155 | $2.20M | 1.48% | +187+1.3% | Added |
| New World Advisors LLC | 14,155 | $2.20M | 1.48% | +12,542+777.6% | Added |
| Meristem Family Wealth, LLC | 14,093 | $2.19M | 0.35% | +4,068+40.6% | Added |
| Harbor Financial Services, LLC | 14,054 | $2.19M | 0.92% | +1,939+16.0% | Added |
| White Pine Capital LLC | 14,368 | $2.18M | 0.65% | +565+4.1% | Added |
| Highlander Capital Management, LLC | 13,999 | $2.18M | 1.09% | −400−2.8% | Reduced |
| Assenagon Asset Management S.A. | 13,998 | $2.18M | 0.01% | +1,853+15.3% | Added |
| Berman Capital Advisors, LLC | 13,958 | $2.17M | 0.35% | +2,007+16.8% | Added |
| Aft, Forsyth & Company, Inc. | 13,933 | $2.17M | 1.16% | +351+2.6% | Added |
| Van Cleef Asset Management,Inc | 13,905 | $2.16M | 0.32% | −229−1.6% | Reduced |
| Roof Eidam & Maycock | 13,901 | $2.16M | 0.81% | −60−0.4% | Reduced |
| Accredited Investors Inc. | 13,894 | $2.16M | 0.22% | +37+0.3% | Added |
| Corrado Advisors, LLC | 13,884 | $2.16M | 1.33% | +36+0.3% | Added |
| Golden State Wealth Management, LLC | 13,882 | $2.16M | 0.48% | +2,306+19.9% | Added |
| Optas, LLC | 13,874 | $2.16M | 0.62% | −1,077−7.2% | Reduced |
| Solitude Financial Services | 13,876 | $2.16M | 1.57% | −159−1.1% | Reduced |
| DAGCO, Inc. | 13,859 | $2.16M | 0.96% | +228+1.7% | Added |
| BCGM Wealth Management, LLC | 14,203 | $2.16M | 1.28% | +798+6.0% | Added |
| Empowered Funds, LLC | 13,846 | $2.15M | 0.27% | +6,073+78.1% | Added |
| Holistic Financial Partners | 13,833 | $2.15M | 1.28% | +243+1.8% | Added |
| London & Capital Asset Management Ltd | 13,828 | $2.15M | 0.18% | −181−1.3% | Reduced |
| Partners Capital Investment Group, LLP | 13,825 | $2.15M | 0.10% | −17,046−55.2% | Reduced |
| Mission Creek Capital Partners, Inc. | 13,824 | $2.15M | 0.35% | +1,262+10.0% | Added |
| Pinnacle Holdings, LLC | 13,822 | $2.15M | 0.99% | −108−0.8% | Reduced |
| Benin Management CORP | 13,807 | $2.15M | 0.68% | −900−6.1% | Reduced |
| Rosenbaum Jay D. | 13,781 | $2.14M | 3.55% | −197−1.4% | Reduced |
| High Pointe Capital Management LLC | 13,774 | $2.14M | 1.69% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 13,758 | $2.14M | 0.56% | −287−2.0% | Reduced |
| Midwest Wealth Management Inc. | 13,716 | $2.13M | 1.52% | −140−1.0% | Reduced |
| True North Advisors, LLC | 13,709 | $2.13M | 0.44% | +102+0.7% | Added |
| Tiger Eye Capital LLC | 13,702 | $2.13M | 0.54% | −188,999−93.2% | Reduced |
| Midwest Professional Planners, LTD. | 13,659 | $2.13M | 1.11% | +2,008+17.2% | Added |
| Brooktree Capital Management | 13,647 | $2.12M | 1.36% | −150−1.1% | Reduced |
| Cim Investment Mangement Inc | 13,651 | $2.12M | 0.66% | −73−0.5% | Reduced |
| CoreFirst Bank & Trust | 13,629 | $2.12M | 1.44% | −513−3.6% | Reduced |
| Standard Family Office LLC | 13,616 | $2.12M | 0.44% | +555+4.2% | Added |
| Summit Trail Advisors, LLC | 13,594 | $2.11M | 0.19% | −157−1.1% | Reduced |
| Old Mission Investment Co LLC | 13,570 | $2.11M | 0.87% | +166+1.2% | Added |
| Kelly Lawrence W & Associates Inc | 13,545 | $2.11M | 0.45% | −75−0.6% | Reduced |
| LCNB Corp | 13,490 | $2.10M | 1.06% | 00.0% | Unchanged |
| Jeppson Wealth Management, LLC | 13,473 | $2.10M | 1.14% | −125−0.9% | Reduced |
| Windsor Group LTD | 13,444 | $2.09M | 0.45% | −724−5.1% | Reduced |
| Thomas White International Ltd | 13,446 | $2.09M | 0.29% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 13,429 | $2.09M | 0.19% | +107+0.8% | Added |
| Sunflower Bank, N.A. | 13,398 | $2.08M | 0.32% | +282+2.2% | Added |
| L2 Asset Management, LLC | 13,383 | $2.08M | 1.95% | −2,149−13.8% | Reduced |
| Abundance Wealth Counselors | 13,385 | $2.08M | 0.54% | +592+4.6% | Added |
| StrongBox Wealth, LLC | 13,340 | $2.08M | 1.19% | +30.0% | Added |
| LexAurum Advisors, LLC | 13,307 | $2.07M | 0.61% | +637+5.0% | Added |
| Aft, Forsyth & Sober, LLC | 13,250 | $2.06M | 0.78% | 00.0% | Unchanged |
| Sculati Wealth Management, LLC | 13,245 | $2.06M | 1.09% | +511+4.0% | Added |
| Tranquility Partners, LLC | 13,231 | $2.06M | 1.16% | −790−5.6% | Reduced |
| Legacy Wealth Management, LLC | 13,214 | $2.06M | 1.14% | +155+1.2% | Added |
| Chatham Capital Group, Inc. | 13,135 | $2.04M | 0.39% | 00.0% | Unchanged |
| Legato Capital Management LLC | 13,110 | $2.04M | 0.29% | +13,110 | New |
| Trinity Financial Advisors LLC | 13,069 | $2.03M | 1.42% | −13,167−50.2% | Reduced |
| KLCM Advisors, Inc. | 12,981 | $2.02M | 0.45% | +206+1.6% | Added |