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; 5,157 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 | 5,157 | $643.7B |
| Q1 2026 | 5,102 | $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 | 4,679 | $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 | 3,711 | $297.0B |
| Q2 2023 | 3,672 | $297.6B |
| Q1 2023 | 3,612 | $266.3B |
| Q4 2022 | 3,629 | $278.3B |
| Q3 2022 | 3,396 | $212.9B |
| Q2 2022 | 3,428 | $229.3B |
| Q1 2022 | 3,519 | $278.9B |
| Q4 2021 | 3,594 | $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 |
|---|---|---|---|---|---|
| Mariner, LLC | 871,844 | $135.6M | 0.84% | +35,355+4.2% | Added |
| Personal Capital Advisors Corp | 868,499 | $135.1M | 0.70% | +34,013+4.1% | Added |
| Pinebridge Investments, L.P. | 867,161 | $134.9M | 1.56% | −40,997−4.5% | Reduced |
| Rockefeller Capital Management L.P. | 862,820 | $134.2M | 0.76% | +153,294+21.6% | Added |
| AXA S.A. | 855,052 | $133.0M | 0.37% | +214,493+33.5% | Added |
| Arizona State Retirement System | 854,957 | $133.0M | 1.08% | −4,039−0.5% | Reduced |
| Amalgamated Bank | 848,563 | $132.0M | 1.06% | +682,684+411.6% | Added |
| Comerica Bank | 843,214 | $130.1M | 0.79% | −25,272−2.9% | Reduced |
| Factory Mutual Insurance Co | 834,642 | $129.8M | 1.59% | −26,539−3.1% | Reduced |
| Douglass Winthrop Advisors, LLC | 826,254 | $128.5M | 3.15% | −35,456−4.1% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 821,982 | $127.9M | 0.71% | −20,828−2.5% | Reduced |
| Atalanta Sosnoff Capital, LLC | 814,547 | $126.7M | 2.93% | −2,544−0.3% | Reduced |
| SG Americas Securities, LLC | 813,768 | $126.6M | 0.65% | +223,220+37.8% | Added |
| Smead Capital Management, Inc. | 795,746 | $123.8M | 4.33% | +90,903+12.9% | Added |
| Zacks Investment Management | 777,310 | $120.9M | 1.96% | +1,570+0.2% | Added |
| Capital Wealth Planning, LLC | 776,649 | $120.9M | 3.40% | +82,835+11.9% | Added |
| Argent Capital Management LLC | 776,162 | $120.7M | 3.77% | −8,899−1.1% | Reduced |
| CCLA Investment Management Ltd | 775,958 | $120.6M | 2.11% | −115,138−12.9% | Reduced |
| Nissay Asset Management Corp | 773,509 | $120.3M | 1.06% | +88,818+13.0% | Added |
| Gofen & Glossberg LLC | 764,847 | $119.0M | 2.83% | −1,762−0.2% | Reduced |
| State of Michigan Retirement System | 760,943 | $118.4M | 0.69% | −4,900−0.6% | Reduced |
| D. E. Shaw & Co., Inc. | 755,105 | $117.4M | 0.14% | +220,587+41.3% | Added |
| Compagnie Lombard Odier SCmA | 723,795 | $112.6M | 2.48% | +66,863+10.2% | Added |
| NFJ Investment Group, LLC | 722,051 | $112.3M | 2.12% | −14,772−2.0% | Reduced |
| Welch & Forbes LLC | 720,690 | $112.1M | 1.89% | +15,496+2.2% | Added |
| United Capital Financial Advisers, LLC | 719,167 | $111.9M | 0.57% | +2,060+0.3% | Added |
| Consulta Ltd | 717,500 | $111.6M | 5.26% | −432,500−37.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 714,875 | $111.2M | 0.21% | +61,290+9.4% | Added |
| Natixis | 718,279 | $111.1M | 0.49% | +517,105+257.0% | Added |
| Marshall Wace North America L.P. | 709,922 | $110.4M | 0.46% | −139,441−16.4% | Reduced |
| Segall Bryant & Hamill, LLC | 703,280 | $109.4M | 1.06% | +18,351+2.7% | Added |
| MetLife Investment Management | 701,827 | $109.2M | 0.96% | −25,345−3.5% | Reduced |
| Capitolis Advisors LLC | 698,188 | $108.6M | 1.28% | +283,492+68.4% | Added |
| Phoenix Holdings Ltd. | 678,710 | $105.6M | 2.05% | +396,758+140.7% | Added |
| James Hambro & Partners | 677,839 | $105.4M | 8.35% | +11,101+1.7% | Added |
| Artemis Investment Management LLP | 675,124 | $105.1M | 0.91% | −298,755−30.7% | Reduced |
| Bartlett & Co. LLC | 673,498 | $104.8M | 2.00% | +1,704+0.3% | Added |
| Bartlett & Co. Wealth Management LLC | 673,498 | $104.8M | 2.00% | +1,704+0.3% | Added |
| Forsta Ap-Fonden | 673,300 | $104.7M | 1.23% | +66,700+11.0% | Added |
| Oppenheimer Asset Management Inc. | 669,830 | $104.2M | 1.48% | +2,182+0.3% | Added |
| Rathbone Brothers plc | 665,712 | $103.5M | 1.15% | +104,923+18.7% | Added |
| Focused Investors LLC | 664,100 | $103.3M | 3.29% | −16,100−2.4% | Reduced |
| CIBC Asset Management Inc | 664,076 | $103.3M | 0.42% | −5,821−0.9% | Reduced |
| Oregon Public Employees Retirement Fund | 661,826 | $102.9M | 1.15% | +408,909+161.7% | Added |
| Jane Street Group, LLC | 654,001 | $101.7M | 0.26% | +410,033+168.1% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 654,022 | $101.7M | 1.07% | −326,669−33.3% | Reduced |
| Handelsbanken Fonder AB | 652,113 | $101.4M | 0.53% | −92,828−12.5% | Reduced |
| SEI Investments Co | 648,784 | $100.8M | 0.22% | −78,537−10.8% | Reduced |
| MUFG Americas Holdings Corp | 635,567 | $98.9M | 1.82% | +17,357+2.8% | Added |
| Employees Retirement System of Texas | 624,565 | $97.1M | 1.18% | −11,404−1.8% | Reduced |
| Tiaa, FSB | 619,599 | $96.4M | 0.33% | −13,834−2.2% | Reduced |
| PGGM Investments | 617,907 | $96.1M | 0.41% | +51,007+9.0% | Added |
| Dodge & Cox | 611,629 | $95.1M | 0.06% | −588,458−49.0% | Reduced |
| Gulf International Bank (UK) Ltd | 608,506 | $94.6M | 1.21% | −3,687−0.6% | Reduced |
| Teachers Retirement System of the State of Kentucky | 605,689 | $94.2M | 0.87% | 00.0% | Unchanged |
| Whittier Trust Co | 604,520 | $94.0M | 1.67% | +6,729+1.1% | Added |
| Quilter Plc | 600,390 | $93.4M | 2.69% | +26,334+4.6% | Added |
| Kovitz Investment Group Partners, LLC | 596,949 | $92.8M | 1.84% | +47,069+8.6% | Added |
| Williams Jones Wealth Management, LLC. | 593,328 | $92.3M | 1.29% | +8,647+1.5% | Added |
| TCW Group Inc | 586,117 | $91.2M | 0.79% | −45,632−7.2% | Reduced |
| Creative Planning | 585,047 | $91.0M | 0.16% | −20,174−3.3% | Reduced |
| Federation des caisses Desjardins du Quebec | 582,236 | $90.6M | 0.92% | +21,432+3.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 582,137 | $90.5M | 0.43% | +46,397+8.7% | Added |
| Wilkinson Global Asset Management LLC | 579,207 | $90.1M | 5.32% | +7,136+1.2% | Added |
| Utah Retirement Systems | 573,469 | $89.2M | 1.15% | −8,500−1.5% | Reduced |
| ING Groep NV | 571,649 | $88.9M | 1.42% | +346,580+154.0% | Added |
| Clark Capital Management Group, Inc. | 568,972 | $88.5M | 1.24% | −166,086−22.6% | Reduced |
| British Columbia Investment Management Corp | 564,922 | $87.9M | 0.54% | +64,608+12.9% | Added |
| Mirae Asset Global Investments Co., Ltd. | 549,188 | $85.4M | 0.24% | +59,824+12.2% | Added |
| Manning & Napier Group, LLC | 548,244 | $85.3M | 0.70% | −68,383−11.1% | Reduced |
| Beck Mack & Oliver LLC | 548,129 | $85.3M | 2.27% | +24,077+4.6% | Added |
| Boston Private Wealth LLC | 541,060 | $84.2M | 1.07% | +1,757+0.3% | Added |
| State of Alaska, Department of Revenue | 537,356 | $83.6M | 0.85% | +7,350+1.4% | Added |
| HM Payson & Co | 535,177 | $83.2M | 2.03% | +1,134+0.2% | Added |
| Crawford Investment Counsel Inc | 530,977 | $82.6M | 1.67% | +19,161+3.7% | Added |
| Evercore Wealth Management, LLC | 524,842 | $81.6M | 1.49% | +21,461+4.3% | Added |
| Park National Corp | 517,061 | $80.4M | 3.37% | +1,753+0.3% | Added |
| Wafra Inc. | 514,506 | $80.0M | 3.01% | +74,981+17.1% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 511,905 | $79.6M | 0.40% | +30,470+6.3% | Added |
| Gabelli Funds LLC | 503,167 | $78.3M | 0.50% | −7,800−1.5% | Reduced |
| Texas Permanent School Fund | 502,894 | $78.2M | 0.91% | −6,651−1.3% | Reduced |
| Avalon Investment & Advisory | 501,447 | $78.0M | 1.73% | −70,146−12.3% | Reduced |
| Peapack Gladstone Financial Corp | 499,208 | $77.6M | 1.86% | −4,145−0.8% | Reduced |
| RNC Capital Management LLC | 494,728 | $77.0M | 4.07% | +7,943+1.6% | Added |
| Basswood Capital Management, L.L.C. | 491,000 | $76.4M | 3.20% | 00.0% | Unchanged |
| Bridgewater Associates, LP | 490,961 | $76.4M | 0.49% | +81,447+19.9% | Added |
| Cullen/Frost Bankers, Inc. | 488,987 | $76.1M | 1.53% | +7,017+1.5% | Added |
| Westpac Banking Corp | 488,079 | $75.9M | 0.76% | −87,125−15.1% | Reduced |
| Cornerstone Investment Partners, LLC | 487,885 | $75.9M | 3.97% | −5,972−1.2% | Reduced |
| Mackay Shields LLC | 475,790 | $74.0M | 0.70% | −89,831−15.9% | Reduced |
| Staley Capital Advisers Inc | 468,933 | $72.9M | 3.82% | −1,739−0.4% | Reduced |
| MML Investors Services, LLC | 467,970 | $72.8M | 0.61% | +38,893+9.1% | Added |
| Polaris Capital Management, LLC | 462,851 | $72.0M | 2.32% | +3,500+0.8% | Added |
| Financial Counselors Inc | 459,070 | $71.4M | 1.55% | +1,120+0.2% | Added |
| Gamco Investors, Inc. Et Al | 456,348 | $71.0M | 0.60% | −21,225−4.4% | Reduced |
| Miller Value Partners, LLC | 454,126 | $70.6M | 1.84% | +6,000+1.3% | Added |
| Ferguson Wellman Capital Management, Inc | 454,075 | $70.6M | 2.30% | +9,414+2.1% | Added |
| Millennium Management LLC | 451,776 | $70.3M | 0.09% | +90,258+25.0% | Added |
| Jupiter Asset Management Ltd | 451,075 | $70.1M | 0.72% | −486,413−51.9% | Reduced |
| E. Ohman J:or Asset Management AB | 440,185 | $68.5M | 2.14% | +38,700+9.6% | Added |