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 |
|---|---|---|---|---|---|
| Loomis Sayles & Co L P | 12,862 | $2.00M | 0.00% | +8,139+172.3% | Added |
| Hartline Investment Corp | 12,858 | $2.00M | 0.25% | +110+0.9% | Added |
| Access Financial Services, Inc. | 12,847 | $2.00M | 0.93% | −4,518−26.0% | Reduced |
| Myriad Asset Management Ltd. | 12,825 | $2.00M | 0.15% | +12,825 | New |
| Laird Norton Trust Company, LLC | 12,776 | $1.99M | 0.21% | −974−7.1% | Reduced |
| Saturna Capital CORP | 12,751 | $1.98M | 0.04% | 00.0% | Unchanged |
| WealthShield Partners, LLC | 12,711 | $1.98M | 0.31% | +2,066+19.4% | Added |
| Birinyi Associates Inc | 12,700 | $1.98M | 0.69% | −300−2.3% | Reduced |
| WT Wealth Management | 12,683 | $1.97M | 0.80% | +1,984+18.5% | Added |
| TD Ameritrade Investment Management, LLC | 12,676 | $1.97M | 0.01% | +991+8.5% | Added |
| Chapman Investment Management, LLC | 12,658 | $1.97M | 1.09% | 00.0% | Unchanged |
| Pacitti Group Inc. | 12,662 | $1.97M | 1.18% | +265+2.1% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 12,635 | $1.97M | 0.01% | −12,639−50.0% | Reduced |
| DCM Advisors, LLC | 12,626 | $1.96M | 1.11% | −8,090−39.1% | Reduced |
| Sonata Capital Group Inc | 12,609 | $1.96M | 0.89% | 00.0% | Unchanged |
| Heartland Bank & Trust Co | 12,560 | $1.95M | 1.80% | −1,136−8.3% | Reduced |
| Liberty One Investment Management, LLC | 12,536 | $1.95M | 0.33% | +99+0.8% | Added |
| MCF Advisors LLC | 12,523 | $1.95M | 0.20% | +15+0.1% | Added |
| Mason Investment Advisory Services, Inc. | 12,499 | $1.94M | 0.20% | 00.0% | Unchanged |
| Archford Capital Strategies, LLC | 12,452 | $1.94M | 0.49% | +1,549+14.2% | Added |
| Sittner & Nelson, LLC | 12,436 | $1.93M | 1.36% | +273+2.2% | Added |
| Summit Financial, LLC | 12,408 | $1.93M | 0.19% | +7,065+132.2% | Added |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 12,699 | $1.93M | 0.83% | +380+3.1% | Added |
| Windsor Capital Management, LLC | 12,401 | $1.93M | 0.64% | −421−3.3% | Reduced |
| Gryphon Financial Partners LLC | 13,359 | $1.93M | 0.45% | +404+3.1% | Added |
| Washington Capital Management Inc | 12,375 | $1.93M | 2.33% | +460+3.9% | Added |
| Vident Investment Advisory, LLC | 12,337 | $1.92M | 0.06% | +720+6.2% | Added |
| Summit Financial Group Inc | 12,322 | $1.92M | 0.72% | +1,646+15.4% | Added |
| Perennial Investment Advisors, LLC | 12,314 | $1.92M | 0.70% | +794+6.9% | Added |
| Pointe Capital Management LLC | 12,275 | $1.91M | 1.34% | +1,792+17.1% | Added |
| Perpetual Investment Management Ltd | 12,258 | $1.91M | 0.27% | −2,613−17.6% | Reduced |
| Bath Savings Trust Co | 12,222 | $1.90M | 0.22% | +350+2.9% | Added |
| Worldquant Millennium Advisors LLC | 12,216 | $1.90M | 0.04% | −84,267−87.3% | Reduced |
| Cape Ann Savings Bank | 12,197 | $1.90M | 1.20% | +225+1.9% | Added |
| Delta Financial Advisors LLC | 12,195 | $1.90M | 0.83% | +259+2.2% | Added |
| One Charles Private Wealth Services, LLC | 12,192 | $1.90M | 1.27% | +7,516+160.7% | Added |
| Boston Common Asset Management, LLC | 12,178 | $1.89M | 0.08% | +610+5.3% | Added |
| Private Portfolio Partners LLC | 12,160 | $1.89M | 0.55% | −600−4.7% | Reduced |
| Calton & Associates, Inc. | 12,115 | $1.89M | 0.36% | −7,518−38.3% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 12,130 | $1.89M | 0.83% | +1,020+9.2% | Added |
| Premier Asset Management LLC | 12,107 | $1.88M | 0.28% | +2,496+26.0% | Added |
| Ategra Capital Management, LLC | 12,066 | $1.88M | 0.96% | −295−2.4% | Reduced |
| Ausdal Financial Partners, Inc. | 12,054 | $1.88M | 0.28% | −856−6.6% | Reduced |
| CX Institutional | 12,054 | $1.88M | 0.15% | −632−5.0% | Reduced |
| Bluesphere Advisors, LLC | 12,040 | $1.87M | 1.66% | −1,331−10.0% | Reduced |
| Tarbox Family Office, Inc. | 12,040 | $1.87M | 0.33% | +4,717+64.4% | Added |
| Summit X, LLC | 12,003 | $1.87M | 0.47% | −382−3.1% | Reduced |
| BigSur Wealth Management LLC | 11,992 | $1.86M | 0.84% | −1,900−13.7% | Reduced |
| Wrapmanager Inc | 11,983 | $1.86M | 0.48% | −154−1.3% | Reduced |
| Keudell/Morrison Wealth Management | 11,983 | $1.86M | 1.02% | +116+1.0% | Added |
| Patriot Financial Group Insurance Agency, LLC | 11,974 | $1.86M | 0.34% | +790+7.1% | Added |
| Crescent Capital Consulting, LLC | 11,962 | $1.86M | 0.35% | −90−0.7% | Reduced |
| Main Street Financial Solutions, LLC | 11,940 | $1.86M | 0.30% | −135−1.1% | Reduced |
| Hanson & Doremus Investment Management | 19,283 | $1.86M | 0.55% | −4,254−18.1% | Reduced |
| Lincluden Management Ltd | 11,935 | $1.86M | 0.18% | −4,256−26.3% | Reduced |
| Nicholas Hoffman & Company, LLC. | 11,895 | $1.85M | 0.33% | +1,676+16.4% | Added |
| Polaris Wealth Advisory Group, LLC | 11,738 | $1.84M | 0.11% | +178+1.5% | Added |
| Trillium Asset Management, LLC | 11,839 | $1.84M | 0.05% | +2,261+23.6% | Added |
| Ahrens Investment Partners LLC | 11,811 | $1.84M | 0.85% | +1,369+13.1% | Added |
| BSW Wealth Partners | 11,786 | $1.83M | 0.50% | +407+3.6% | Added |
| Mainstay Capital Management LLC | 11,774 | $1.83M | 0.43% | −155−1.3% | Reduced |
| Kensington Investment Counsel, LLC | 11,719 | $1.82M | 1.25% | +210+1.8% | Added |
| San Francisco Sentry Investment Group (Ca) | 11,700 | $1.82M | 0.95% | −1,515−11.5% | Reduced |
| Proficio Capital Partners LLC | 11,656 | $1.81M | 0.22% | +65+0.6% | Added |
| Breiter Capital Management Inc | 11,649 | $1.81M | 0.97% | +69+0.6% | Added |
| Trust Co | 11,536 | $1.79M | 1.26% | −217−1.8% | Reduced |
| Acorn Wealth Advisors, LLC | 11,531 | $1.79M | 1.24% | +289+2.6% | Added |
| Grant/GrossMendelsohn, LLC | 11,629 | $1.79M | 1.52% | +36+0.3% | Added |
| Jacobs Levy Equity Management, Inc | 11,507 | $1.79M | 0.01% | −4,187−26.7% | Reduced |
| Monte Financial Group, LLC | 11,511 | $1.79M | 1.02% | −4,040−26.0% | Reduced |
| First Mercantile Trust Co | 11,499 | $1.79M | 0.21% | −1,474−11.4% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 11,850 | $1.79M | 1.13% | −100−0.8% | Reduced |
| First Dallas Securities Inc. | 11,475 | $1.78M | 1.17% | +800+7.5% | Added |
| St. Johns Investment Management Company, LLC | 11,439 | $1.78M | 0.97% | −125−1.1% | Reduced |
| Prestige Wealth Management Group LLC | 11,425 | $1.78M | 0.47% | +1,936+20.4% | Added |
| Clough Capital Partners L P | 11,420 | $1.78M | 0.10% | −165,030−93.5% | Reduced |
| Mercer Capital Advisers, Inc. | 11,376 | $1.77M | 0.88% | −50−0.4% | Reduced |
| Highland Private Wealth Management | 11,361 | $1.77M | 0.26% | +228+2.0% | Added |
| Pinnacle Bancorp, Inc. | 11,349 | $1.76M | 0.81% | +68+0.6% | Added |
| Crescent Grove Advisors, LLC | 11,339 | $1.76M | 0.19% | −616−5.2% | Reduced |
| Bar Harbor Trust Services | 11,313 | $1.76M | 0.57% | +364+3.3% | Added |
| Peterson Wealth Management | 11,295 | $1.76M | 1.40% | +4,176+58.7% | Added |
| Continuum Advisory, LLC | 11,248 | $1.75M | 0.54% | +5,135+84.0% | Added |
| Blue Square Asset Management, LLC | 11,244 | $1.75M | 1.07% | −2,837−20.1% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 11,245 | $1.75M | 1.34% | −665−5.6% | Reduced |
| Community Capital Management, Inc. | 11,200 | $1.74M | 1.76% | +2,200+24.4% | Added |
| Port Capital LLC | 11,195 | $1.74M | 0.09% | −384−3.3% | Reduced |
| Royal Harbor Partners, LLC | 11,160 | $1.74M | 1.16% | +705+6.7% | Added |
| USA Financial Portformulas Corp | 11,162 | $1.74M | 1.45% | +2,567+29.9% | Added |
| TBH Global Asset Management, LLC | 11,162 | $1.74M | 0.40% | +2,599+30.4% | Added |
| Modera Wealth Management, LLC | 11,067 | $1.72M | 0.09% | +1,092+10.9% | Added |
| Warren Averett Asset Management, LLC | 10,757 | $1.72M | 0.16% | +2,845+36.0% | Added |
| Occidental Asset Management, LLC | 11,061 | $1.72M | 0.46% | +677+6.5% | Added |
| Klingman & Associates, LLC | 11,009 | $1.71M | 0.16% | −5,601−33.7% | Reduced |
| Cacti Asset Management LLC | 11,110 | $1.71M | 0.14% | 00.0% | Unchanged |
| Sovarnum Capital L.P. | 11,000 | $1.71M | 1.08% | +4,000+57.1% | Added |
| Jackson Wealth Management, LLC | 10,983 | $1.71M | 0.22% | +10,983 | New |
| All Terrain Financial Advisors, LLC | 10,973 | $1.71M | 0.82% | +9,738+788.5% | Added |
| Plante Moran Financial Advisors, LLC | 10,957 | $1.70M | 0.41% | −2,771−20.2% | Reduced |
| Allred Capital Management, LLC | 10,949 | $1.70M | 0.84% | +349+3.3% | Added |