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 |
|---|---|---|---|---|---|
| JNBA Financial Advisors | 10,944 | $1.70M | 0.23% | +322+3.0% | Added |
| Evanson Asset Management, LLC | 10,922 | $1.70M | 0.18% | +46+0.4% | Added |
| Auxano Advisors, LLC | 10,910 | $1.70M | 0.78% | −400−3.5% | Reduced |
| Financial Advisory Service, Inc. | 10,875 | $1.69M | 0.16% | +1,278+13.3% | Added |
| Private Capital Group, LLC | 10,860 | $1.69M | 0.38% | +104+1.0% | Added |
| Traphagen Investment Advisors LLC | 10,831 | $1.68M | 0.29% | +4,179+62.8% | Added |
| Bassett Hargrove Investment Counsel, LLC | 10,812 | $1.68M | 2.51% | +10,812 | New |
| CAMG Solamere Management, LLC | 10,808 | $1.68M | 1.45% | −73−0.7% | Reduced |
| BancorpSouth Bank | 10,735 | $1.67M | 0.24% | −4,369−28.9% | Reduced |
| Roman Butler Fullerton & Co | 10,715 | $1.67M | 0.81% | +270+2.6% | Added |
| HC Advisors, LLC | 10,707 | $1.67M | 1.02% | +6+0.1% | Added |
| Blackhawk Capital Partners LLC. | 10,928 | $1.66M | 1.13% | −2,377−17.9% | Reduced |
| Ssi Investment Management LLC | 10,684 | $1.66M | 0.11% | −41−0.4% | Reduced |
| Te Ahumairangi Investment Management Ltd | 10,700 | $1.66M | 0.22% | +5,600+109.8% | Added |
| Invst, LLC | 10,945 | $1.66M | 0.27% | +863+8.6% | Added |
| Paradigm Financial Advisors, LLC | 10,686 | $1.66M | 0.37% | +135+1.3% | Added |
| Vontobel Swiss Wealth Advisors AG | 10,660 | $1.66M | 0.85% | +934+9.6% | Added |
| Cidel Asset Management Inc | 10,656 | $1.66M | 0.07% | −332−3.0% | Reduced |
| WealthBridge Capital Management, LLC | 10,623 | $1.65M | 0.60% | +21+0.2% | Added |
| Strategic Investment Advisors | 10,624 | $1.65M | 0.38% | +2,395+29.1% | Added |
| Van Hulzen Asset Management, LLC | 10,609 | $1.65M | 0.25% | +4,377+70.2% | Added |
| Beck Capital Management, LLC | 10,581 | $1.65M | 0.55% | +10,581 | New |
| Northeast Financial Group, Inc. | 10,579 | $1.65M | 1.07% | −1,887−15.1% | Reduced |
| Opus Capital Group, LLC | 10,525 | $1.64M | 0.37% | −682−6.1% | Reduced |
| Ballast, Inc. | 10,527 | $1.64M | 0.69% | +1,373+15.0% | Added |
| Texas Capital Bancshares Inc | 10,521 | $1.64M | 1.19% | −58−0.5% | Reduced |
| Bell Bank | 10,480 | $1.63M | 0.22% | −636−5.7% | Reduced |
| Clear Perspective Advisors, LLC | 10,418 | $1.62M | 0.56% | −87−0.8% | Reduced |
| Eagle Capital Management LLC | 10,385 | $1.61M | 0.00% | −292−2.7% | Reduced |
| Townsend & Associates, Inc | 10,224 | $1.61M | 0.94% | +205+2.0% | Added |
| Fiduciary Planning LLC | 10,363 | $1.61M | 1.39% | +3,027+41.3% | Added |
| Allen Investment Management LLC | 10,351 | $1.61M | 0.02% | 00.0% | Unchanged |
| Greenwich Wealth Management LLC | 10,311 | $1.60M | 0.14% | −64−0.6% | Reduced |
| Covenant Multifamily Offices, LLC | 10,310 | $1.60M | 0.29% | +2,710+35.7% | Added |
| Round Hill Asset Management | 10,296 | $1.60M | 0.79% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 10,292 | $1.60M | 0.13% | −3,423−25.0% | Reduced |
| CapWealth Advisors, LLC | 10,265 | $1.60M | 0.17% | +60+0.6% | Added |
| Westbourne Investment Advisors, Inc. | 10,260 | $1.60M | 0.72% | −75−0.7% | Reduced |
| N.E.W. Advisory Services LLC | 10,251 | $1.60M | 0.27% | +237+2.4% | Added |
| Everhart Financial Group, Inc. | 10,235 | $1.59M | 1.10% | +1,167+12.9% | Added |
| Lavaca Capital LLC | 10,237 | $1.59M | 0.82% | +5,600+120.8% | Added |
| Wealth Architects, LLC | 10,214 | $1.59M | 0.31% | +2,459+31.7% | Added |
| Heritage Wealth Management, LLC | 10,196 | $1.59M | 0.60% | +331+3.4% | Added |
| Fiducient Advisors LLC | 10,180 | $1.58M | 0.49% | −5,107−33.4% | Reduced |
| CKW Financial Group | 10,055 | $1.58M | 0.25% | −500−4.7% | Reduced |
| Wealthquest Corp | 10,148 | $1.58M | 0.27% | −996−8.9% | Reduced |
| Guardian Capital LP | 10,105 | $1.57M | 0.03% | −3,900−27.8% | Reduced |
| Camden Capital, LLC | 10,100 | $1.57M | 0.36% | +210+2.1% | Added |
| Lineweaver Wealth Advisors, LLC | 10,094 | $1.57M | 0.51% | +737+7.9% | Added |
| Capital Square, LLC | 10,244 | $1.57M | 1.16% | +1,208+13.4% | Added |
| Elmwood Wealth Management, Inc. | 10,060 | $1.56M | 0.82% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 10,036 | $1.56M | 0.97% | +2,159+27.4% | Added |
| Members Capital Advisors Inc | 10,039 | $1.56M | 0.97% | +10,039 | New |
| First National Bank of South Miami | 10,014 | $1.56M | 1.06% | +723+7.8% | Added |
| Holowesko Partners Ltd. | 10,000 | $1.55M | 0.40% | 00.0% | Unchanged |
| BHK Investment Advisors, LLC | 10,000 | $1.55M | 0.64% | −758−7.0% | Reduced |
| Leverage Partners Absolute Return Fund SPC | 10,000 | $1.55M | 1.07% | +10,000 | New |
| Oder Investment Management, LLC | 9,996 | $1.55M | 2.03% | −159−1.6% | Reduced |
| Winthrop Advisory Group LLC | 9,981 | $1.55M | 0.35% | −381−3.7% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 9,936 | $1.54M | 0.00% | +50+0.5% | Added |
| Stelac Advisory Services LLC | 9,924 | $1.54M | 0.35% | +500+5.3% | Added |
| Colton Groome Financial Advisors, LLC | 9,925 | $1.54M | 0.71% | +9,925 | New |
| Total Clarity Wealth Management, Inc. | 9,897 | $1.54M | 0.86% | +402+4.2% | Added |
| Orca Investment Management, LLC | 9,868 | $1.53M | 1.38% | −840−7.8% | Reduced |
| Optimal Asset Management, Inc. | 9,871 | $1.53M | 0.18% | −10.0% | Reduced |
| First Financial Corp | 9,858 | $1.53M | 1.02% | −255−2.5% | Reduced |
| Covenant Partners, LLC | 9,837 | $1.53M | 0.58% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 9,816 | $1.53M | 0.22% | −5,383−35.4% | Reduced |
| Biltmore Family Office, LLC | 9,816 | $1.53M | 0.43% | +256+2.7% | Added |
| First Bank & Trust | 9,811 | $1.53M | 0.74% | +17+0.2% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 9,788 | $1.52M | 0.92% | −31−0.3% | Reduced |
| Burgundy Asset Management Ltd. | 9,761 | $1.52M | 0.01% | 00.0% | Unchanged |
| Avestar Capital, LLC | 9,754 | $1.52M | 0.29% | −2,718−21.8% | Reduced |
| Financial Partners Group, Inc | 9,734 | $1.51M | 0.39% | −76−0.8% | Reduced |
| Teamwork Financial Advisors, LLC | 9,712 | $1.51M | 0.31% | +6,763+229.3% | Added |
| Engine No. 1 LLC | 9,674 | $1.50M | 0.41% | +9,674 | New |
| Concord Wealth Partners | 9,652 | $1.50M | 0.43% | +902+10.3% | Added |
| Burke & Herbert Bank & Trust Co | 9,633 | $1.50M | 0.96% | −57−0.6% | Reduced |
| Capital Advisors, Ltd. LLC | 9,613 | $1.50M | 0.27% | +749+8.4% | Added |
| Bingham Osborn & Scarborough LLC | 9,597 | $1.49M | 0.11% | +1,284+15.4% | Added |
| Hemington Wealth Management | 9,591 | $1.49M | 0.64% | −842−8.1% | Reduced |
| Teza Capital Management LLC | 9,570 | $1.49M | 0.24% | −34,844−78.5% | Reduced |
| Uncommon Cents Investing LLC | 9,572 | $1.49M | 0.60% | +120+1.3% | Added |
| Trust Investment Advisors | 9,575 | $1.49M | 1.32% | +154+1.6% | Added |
| Sage Rhino Capital LLC | 9,557 | $1.49M | 0.44% | +148+1.6% | Added |
| PhiloSmith Capital Corp | 9,550 | $1.49M | 0.65% | 00.0% | Unchanged |
| KC Investment Advisors, LLC | 9,532 | $1.48M | 1.19% | +556+6.2% | Added |
| JSF Financial, LLC | 9,528 | $1.48M | 0.87% | −13−0.1% | Reduced |
| Orion Capital Management LLC | 9,520 | $1.48M | 0.92% | 00.0% | Unchanged |
| B&D White Capital Company, LLC | 9,504 | $1.48M | 0.66% | 00.0% | Unchanged |
| Citadel Investment Advisory, Inc. | 9,490 | $1.48M | 0.91% | 00.0% | Unchanged |
| Hardy Reed LLC | 9,476 | $1.47M | 0.26% | −25−0.3% | Reduced |
| Gilman Hill Asset Management, LLC | 9,476 | $1.47M | 0.38% | +655+7.4% | Added |
| Creative Financial Designs Inc | 9,463 | $1.47M | 0.26% | +3,113+49.0% | Added |
| Capital One Financial Corp | 9,455 | $1.47M | 0.18% | −115−1.2% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 9,416 | $1.47M | 0.09% | +2,444+35.1% | Added |
| Bennett Selby Investments LP | 9,402 | $1.46M | 0.99% | 00.0% | Unchanged |
| Windsor Creek Advisors, LLC | 9,373 | $1.46M | 0.55% | +11+0.1% | Added |
| One + One Wealth Management, LLC | 9,356 | $1.46M | 1.00% | +24+0.3% | Added |
| Derbend Asset Management | 9,353 | $1.46M | 1.36% | +9,353 | New |