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 |
|---|---|---|---|---|---|
| Lionsbridge Wealth Management LLC | 9,321 | $1.45M | 1.55% | −917−9.0% | Reduced |
| WealthTrust Asset Management, LLC | 9,318 | $1.45M | 1.26% | +9,318 | New |
| Ascension Asset Management LLC | 9,304 | $1.45M | 0.95% | 00.0% | Unchanged |
| Woodward Diversified Capital, LLC | 9,295 | $1.45M | 0.83% | +662+7.7% | Added |
| Ibex Wealth Advisors | 9,275 | $1.44M | 0.29% | +9,275 | New |
| Vista Investment Management | 9,273 | $1.44M | 0.85% | +55+0.6% | Added |
| Towercrest Capital Management | 9,258 | $1.44M | 0.28% | −653−6.6% | Reduced |
| Tempus Wealth Planning, LLC | 9,257 | $1.44M | 0.96% | +4,822+108.7% | Added |
| Reynders McVeigh Capital Management, LLC | 9,236 | $1.44M | 0.09% | +2,135+30.1% | Added |
| BerganKDV Wealth Management, LLC | 9,230 | $1.44M | 0.17% | −1,615−14.9% | Reduced |
| Hollow Brook Wealth Management LLC | 9,230 | $1.44M | 0.89% | −112−1.2% | Reduced |
| Hemenway Trust Co LLC | 9,225 | $1.44M | 0.14% | +860+10.3% | Added |
| Front Row Advisors LLC | 9,203 | $1.42M | 0.58% | +706+8.3% | Added |
| Central Bank & Trust Co | 9,104 | $1.42M | 0.23% | +71+0.8% | Added |
| PNC Managed Account Solutions, Inc. | 9,102 | $1.42M | 0.28% | +9,102 | New |
| InTrack Investment Management Inc | 9,208 | $1.41M | 1.11% | −525−5.4% | Reduced |
| Phocas Financial Corp. | 9,066 | $1.41M | 0.18% | +305+3.5% | Added |
| Delphi Management Inc | 9,062 | $1.41M | 1.35% | +955+11.8% | Added |
| Cerro Pacific Wealth Advisors LLC | 9,033 | $1.41M | 1.04% | +9,033 | New |
| Cheviot Value Management, LLC | 8,985 | $1.40M | 0.34% | +54+0.6% | Added |
| Hummer Financial Advisory Services Inc | 8,972 | $1.40M | 1.29% | 00.0% | Unchanged |
| MJP Associates Inc | 8,966 | $1.40M | 0.48% | +287+3.3% | Added |
| Childress Capital Advisors, LLC | 8,938 | $1.39M | 0.63% | −1,754−16.4% | Reduced |
| Fort Point Capital Partners LLC | 8,917 | $1.39M | 0.27% | +32+0.4% | Added |
| West Family Investments, Inc. | 8,898 | $1.38M | 0.39% | +8,898 | New |
| Redwood Investment Management, LLC | 8,890 | $1.38M | 0.23% | +1,290+17.0% | Added |
| Krane Funds Advisors LLC | 8,892 | $1.38M | 0.04% | +1,635+22.5% | Added |
| VisionPoint Advisory Group, LLC | 8,878 | $1.38M | 0.62% | −2,721−23.5% | Reduced |
| Glenview State Bank Trust Dept. | 8,876 | $1.38M | 0.42% | −275−3.0% | Reduced |
| Financial Management Professionals, Inc. | 8,876 | $1.38M | 0.36% | +5,372+153.3% | Added |
| Westshore Wealth, LLC | 8,869 | $1.38M | 0.71% | +13+0.1% | Added |
| Greytown Advisors Inc. | 8,818 | $1.37M | 0.66% | +1,929+28.0% | Added |
| Taylor Hoffman Wealth Management | 8,760 | $1.36M | 0.59% | +10.0% | Added |
| LVM Capital Management Ltd | 8,763 | $1.36M | 0.21% | +400+4.8% | Added |
| Ayrshire Capital Management LLC | 8,736 | $1.36M | 0.77% | −86−1.0% | Reduced |
| XR Securities LLC | 8,723 | $1.36M | 1.13% | +5,971+217.0% | Added |
| Clarus Group, Inc. | 8,698 | $1.35M | 1.01% | +10.0% | Added |
| Caz Investments LP | 8,700 | $1.35M | 1.45% | −3,000−25.6% | Reduced |
| Salzhauer Michael | 8,660 | $1.35M | 0.67% | 00.0% | Unchanged |
| Mather Group, LLC. | 8,654 | $1.35M | 0.03% | +1,097+14.5% | Added |
| Well Done, LLC | 8,630 | $1.34M | 0.30% | −93−1.1% | Reduced |
| Prentice Wealth Management LLC | 8,613 | $1.34M | 0.69% | +474+5.8% | Added |
| Virtue Capital Management, LLC | 8,577 | $1.33M | 0.27% | −264−3.0% | Reduced |
| Verition Fund Management LLC | 8,543 | $1.33M | 0.02% | +3,934+85.4% | Added |
| Defined Wealth Management, LLC | 8,539 | $1.33M | 1.18% | +20+0.2% | Added |
| O'Brien Greene & Co. Inc | 8,509 | $1.32M | 0.47% | 00.0% | Unchanged |
| TLWM | 8,506 | $1.32M | 0.47% | +74+0.9% | Added |
| Founders Financial Securities LLC | 8,463 | $1.32M | 0.26% | +2,172+34.5% | Added |
| Pflug Koory, LLC | 8,450 | $1.31M | 0.69% | −240−2.8% | Reduced |
| First National Bank & Trust Co of Newtown | 8,450 | $1.31M | 0.27% | −15−0.2% | Reduced |
| Silicon Hills Wealth Management, LLC | 8,430 | $1.31M | 1.02% | +120+1.4% | Added |
| Charter Oak Capital Management, LLC | 8,411 | $1.31M | 0.17% | +124+1.5% | Added |
| Wealth Management Associates, Inc. | 8,393 | $1.31M | 0.74% | +1,309+18.5% | Added |
| Caliber Wealth Management, LLC | 8,370 | $1.30M | 0.92% | +8,370 | New |
| CFO4Life Group, LLC | 8,362 | $1.30M | 0.30% | +168+2.1% | Added |
| Searle & Co. | 8,355 | $1.30M | 0.53% | 00.0% | Unchanged |
| Orrstown Financial Services Inc | 8,256 | $1.30M | 1.88% | −188−2.2% | Reduced |
| Howard Financial Services, Ltd. | 8,311 | $1.29M | 0.51% | +51+0.6% | Added |
| Beacon Financial Advisory LLC | 8,305 | $1.29M | 0.69% | +863+11.6% | Added |
| Unigestion Holding SA | 8,377 | $1.29M | 0.05% | −2,574−23.5% | Reduced |
| Physicians Financial Services, Inc. | 8,282 | $1.29M | 0.53% | −520−5.9% | Reduced |
| Navalign, LLC | 8,253 | $1.28M | 0.54% | +169+2.1% | Added |
| Menard Financial Group LLC | 8,253 | $1.28M | 1.22% | +422+5.4% | Added |
| Traverso Chambers Private Wealth Management, LLC | 8,248 | $1.28M | 0.40% | +577+7.5% | Added |
| Balentine LLC | 8,244 | $1.28M | 0.05% | −76−0.9% | Reduced |
| Oxler Private Wealth LLC | 8,238 | $1.28M | 0.56% | +73+0.9% | Added |
| Geneva Partners, LLC | 8,185 | $1.27M | 0.58% | +8,185 | New |
| Grandview Asset Management LLC | 8,153 | $1.27M | 0.70% | +1,263+18.3% | Added |
| Accel Wealth Management | 8,131 | $1.26M | 0.84% | +135+1.7% | Added |
| Focused Wealth Management, Inc | 8,107 | $1.26M | 0.21% | +433+5.6% | Added |
| Cutter & CO Brokerage, Inc. | 8,099 | $1.26M | 0.29% | +260+3.3% | Added |
| Hall Laurie J Trustee | 8,095 | $1.26M | 0.47% | −575−6.6% | Reduced |
| Probity Advisors, Inc. | 8,088 | $1.26M | 0.26% | +8+0.1% | Added |
| Alethea Capital Management, LLC | 8,085 | $1.26M | 0.79% | +4,385+118.5% | Added |
| Shaker Investments LLC | 8,081 | $1.26M | 0.58% | +20.0% | Added |
| Green Harvest Asset Management LLC | 8,083 | $1.26M | 0.23% | +909+12.7% | Added |
| Unio Capital LLC | 8,045 | $1.25M | 0.56% | +1,634+25.5% | Added |
| Executive Wealth Management, LLC | 8,036 | $1.25M | 0.14% | +124+1.6% | Added |
| Renasant Bank | 8,020 | $1.25M | 0.94% | −287−3.5% | Reduced |
| IMS Capital Management | 8,008 | $1.25M | 0.74% | +1,994+33.2% | Added |
| GoodHaven Capital Management, LLC | 8,000 | $1.24M | 0.83% | 00.0% | Unchanged |
| Samalin Investment Counsel, LLC | 7,982 | $1.24M | 0.81% | +129+1.6% | Added |
| CVA Family Office, LLC | 7,986 | $1.24M | 0.35% | +2,898+57.0% | Added |
| New Jersey Better Educational Savings Trust | 7,951 | $1.24M | 2.47% | 00.0% | Unchanged |
| Weather Gauge Advisory, LLC | 7,941 | $1.24M | 1.44% | +7+0.1% | Added |
| Garrison Point Advisors, LLC | 7,927 | $1.23M | 0.89% | +50+0.6% | Added |
| JFS Wealth Advisors, LLC | 7,919 | $1.23M | 0.18% | +1,195+17.8% | Added |
| Alhambra Investment Partners LLC | 7,898 | $1.23M | 0.92% | +105+1.3% | Added |
| Legacy Bridge, LLC | 7,888 | $1.23M | 0.69% | +1,050+15.4% | Added |
| Cooper Financial Group | 7,869 | $1.22M | 0.25% | +316+4.2% | Added |
| Atwood & Palmer Inc | 7,849 | $1.22M | 0.11% | −300−3.7% | Reduced |
| Reitz Capital Advisors LLC | 7,852 | $1.22M | 0.86% | −38−0.5% | Reduced |
| Ironwood Investment Management LLC | 7,848 | $1.22M | 0.62% | 00.0% | Unchanged |
| Keel Point, LLC | 7,843 | $1.22M | 0.15% | −561−6.7% | Reduced |
| Corsicana & Co. | 7,815 | $1.22M | 0.77% | +7,815 | New |
| Platte River Wealth Advisors, LLC | 7,803 | $1.21M | 0.46% | +182+2.4% | Added |
| Global Trust Asset Management, LLC | 7,806 | $1.21M | 0.58% | +2,132+37.6% | Added |
| LBMC Investment Advisors, LLC | 7,784 | $1.21M | 0.12% | +2,520+47.9% | Added |
| Waddell & Associates, LLC | 7,769 | $1.21M | 0.21% | +7,769 | New |
| QP Wealth Management, LLC | 7,760 | $1.21M | 1.24% | −1,141−12.8% | Reduced |