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 |
|---|---|---|---|---|---|
| Umb Bank N A | 435,962 | $67.8M | 1.55% | −457−0.1% | Reduced |
| Bowen Hanes & Co Inc | 434,981 | $67.7M | 2.06% | −4,440−1.0% | Reduced |
| Renaissance Technologies LLC | 434,186 | $67.5M | 0.08% | +434,186 | New |
| EP Wealth Advisors, LLC | 433,009 | $67.3M | 1.87% | +6,219+1.5% | Added |
| Berkshire Asset Management LLC | 431,448 | $67.1M | 4.53% | +25,193+6.2% | Added |
| Cooke & Bieler LP | 430,371 | $66.9M | 0.62% | −24,982−5.5% | Reduced |
| Seizert Capital Partners, LLC | 430,327 | $66.9M | 3.19% | +11,698+2.8% | Added |
| Prio Wealth Limited Partnership | 425,037 | $66.1M | 2.23% | −30,945−6.8% | Reduced |
| Becker Capital Management Inc | 422,493 | $65.7M | 2.79% | −6,699−1.6% | Reduced |
| Corvex Management LP | 421,600 | $65.6M | 2.93% | 00.0% | Unchanged |
| Virginia Retirement Systems Et Al | 419,558 | $65.3M | 0.64% | −79,500−15.9% | Reduced |
| Mutual of America Capital Management LLC | 415,290 | $64.6M | 0.64% | −272−0.1% | Reduced |
| People's United Financial, Inc. | 414,996 | $64.5M | 1.44% | −797−0.2% | Reduced |
| Advisors Asset Management, Inc. | 410,483 | $63.8M | 0.93% | −13,236−3.1% | Reduced |
| Washington Trust Co | 409,142 | $63.6M | 1.79% | +1,089+0.3% | Added |
| IFM Investors Pty Ltd | 405,034 | $63.0M | 1.29% | +73,242+22.1% | Added |
| Pinnacle Associates Ltd | 403,960 | $62.8M | 1.14% | −2010.0% | Reduced |
| Swiss Life Asset Management Ltd | 445,976 | $62.7M | 0.82% | −37,540−7.8% | Reduced |
| Guidance Point Advisors, LLC | 400,542 | $62.3M | 24.19% | 00.0% | Unchanged |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 399,663 | $62.2M | 1.48% | +4,108+1.0% | Added |
| Colony Group LLC | 398,262 | $61.9M | 1.23% | −29,520−6.9% | Reduced |
| Psagot Investment House Ltd. | 395,494 | $61.5M | 2.20% | −23,786−5.7% | Reduced |
| Barrett Asset Management, LLC | 391,970 | $61.0M | 2.81% | +554+0.1% | Added |
| Cambridge Trust Co | 390,826 | $60.8M | 2.29% | −1400.0% | Reduced |
| Cerity Partners LLC | 386,244 | $60.1M | 1.31% | +28,093+7.8% | Added |
| Meitav Dash Investments Ltd | 386,203 | $60.1M | 1.54% | −21,341−5.2% | Reduced |
| Nicholas Company, Inc. | 382,630 | $59.5M | 1.05% | −21,030−5.2% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 380,474 | $59.2M | 0.66% | −1,170−0.3% | Reduced |
| Investment Management Corp of Ontario | 380,000 | $59.1M | 2.56% | 00.0% | Unchanged |
| Associated Banc-Corp | 377,098 | $58.7M | 2.32% | −1,919−0.5% | Reduced |
| Captrust Financial Advisors | 373,894 | $58.2M | 0.54% | +2,528+0.7% | Added |
| Waters Parkerson & Co., LLC | 373,867 | $58.2M | 3.36% | −3,721−1.0% | Reduced |
| Donaldson Capital Management, LLC | 373,329 | $58.1M | 2.97% | +16,315+4.6% | Added |
| Kestra Advisory Services, LLC | 372,960 | $58.0M | 0.66% | +10,637+2.9% | Added |
| D.A. Davidson & Co. | 372,026 | $57.9M | 0.68% | +9,993+2.8% | Added |
| Guggenheim Capital LLC | 371,286 | $57.8M | 0.34% | +18,881+5.4% | Added |
| Citadel Advisors LLC | 369,864 | $57.5M | 0.06% | +299,199+423.4% | Added |
| Metropolitan Life Insurance Co | 367,793 | $57.2M | 0.81% | −8,775−2.3% | Reduced |
| Todd Asset Management LLC | 364,858 | $56.8M | 1.28% | +937+0.3% | Added |
| Giverny Capital Inc.SuperinvestorGiverny Capital | 363,488 | $56.5M | 3.44% | +9,056+2.6% | Added |
| Fort Washington Investment Advisors Inc | 361,700 | $56.3M | 0.50% | −334−0.1% | Reduced |
| Brandes Investment Partners, LP | 360,752 | $56.1M | 1.25% | +51,125+16.5% | Added |
| RMB Capital Management, LLC | 359,329 | $55.9M | 1.87% | +4,661+1.3% | Added |
| Vaughan David Investments LLC | 357,791 | $55.7M | 1.74% | +1,193+0.3% | Added |
| Synovus Financial Corp | 356,049 | $55.4M | 0.55% | +3,639+1.0% | Added |
| NS Partners Ltd | 355,467 | $55.3M | 2.91% | −65,630−15.6% | Reduced |
| TCTC Holdings, LLC | 353,520 | $55.0M | 2.52% | +1,597+0.5% | Added |
| Steward Partners Investment Advisory, LLC | 352,065 | $54.8M | 0.93% | −2,454−0.7% | Reduced |
| Edmond de Rothschild Holding S.A. | 348,051 | $54.1M | 1.25% | −12,171−3.4% | Reduced |
| Davis R M Inc | 347,774 | $54.1M | 1.36% | +18,342+5.6% | Added |
| Commerzbank Aktiengesellschaft | 347,198 | $54.0M | 3.44% | +26,413+8.2% | Added |
| Henshaw Capital LLC | 347,184 | $54.0M | 3.40% | −248−0.1% | Reduced |
| Westwood Holdings Group Inc. | 346,707 | $53.9M | 0.55% | −474,494−57.8% | Reduced |
| Osterweis Capital Management Inc | 345,911 | $53.8M | 2.77% | −36,135−9.5% | Reduced |
| Banco Santander, S.A. | 344,868 | $53.6M | 0.30% | −48,928−12.4% | Reduced |
| Conning Inc. | 340,647 | $52.9M | 1.53% | −20,494−5.7% | Reduced |
| Foundry Partners, LLC | 339,604 | $52.8M | 1.81% | −6,155−1.8% | Reduced |
| Border to Coast Pensions Partnership Ltd | 337,094 | $52.8M | 1.84% | +337,094 | New |
| Country Trust Bank | 338,427 | $52.6M | 1.56% | −4,163−1.2% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 336,703 | $52.4M | 0.19% | +73,136+27.7% | Added |
| Cambiar Investors LLC | 336,596 | $52.4M | 1.69% | +3,216+1.0% | Added |
| Principle Wealth Partners LLC | 334,135 | $52.0M | 5.90% | −533−0.2% | Reduced |
| Inscription Capital, LLC | 334,135 | $52.0M | 5.90% | +319,009+2,109.0% | Added |
| Hartford Investment Management Co | 331,894 | $51.6M | 1.28% | −10,963−3.2% | Reduced |
| Nippon Life Global Investors Americas, Inc. | 330,210 | $51.4M | 2.56% | −2,300−0.7% | Reduced |
| Eastern Bank | 327,427 | $50.9M | 2.50% | −1,640−0.5% | Reduced |
| Madison Asset Management, LLC | 326,680 | $50.8M | 0.69% | +19,162+6.2% | Added |
| Prana Capital Management, LP | 326,619 | $50.8M | 3.46% | +326,619 | New |
| Oppenheimer & Co Inc | 326,553 | $50.8M | 0.91% | +12,061+3.8% | Added |
| MAI Capital Management | 326,015 | $50.7M | 1.02% | −1,340−0.4% | Reduced |
| Beutel, Goodman & Co Ltd. | 325,824 | $50.7M | 0.30% | −143,033−30.5% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 325,222 | $50.6M | 0.63% | +37,672+13.1% | Added |
| GWM Advisors LLC | 324,911 | $50.5M | 1.34% | +9,555+3.0% | Added |
| Private Management Group Inc | 323,422 | $50.3M | 2.20% | +3,296+1.0% | Added |
| Fiduciary Trust Co | 322,986 | $50.2M | 0.97% | +1,541+0.5% | Added |
| Palladium Partners LLC | 322,218 | $50.1M | 2.36% | −3,786−1.2% | Reduced |
| Wesbanco Bank Inc | 320,574 | $49.9M | 1.86% | −11,036−3.3% | Reduced |
| Stephens Inc | 319,862 | $49.8M | 0.75% | +25,727+8.7% | Added |
| Raymond James Trust N.A. | 319,397 | $49.7M | 1.65% | −5,417−1.7% | Reduced |
| InterOcean Capital Group, LLC | 319,327 | $49.7M | 2.55% | −14,909−4.5% | Reduced |
| Smith Asset Management Group LP | 317,777 | $49.4M | 2.42% | +209+0.1% | Added |
| Smith Chas P & Associates Pa Cpas | 316,697 | $49.3M | 3.84% | +211+0.1% | Added |
| Parsec Financial Management, Inc. | 316,401 | $49.2M | 2.32% | +1,684+0.5% | Added |
| Locust Wood Capital Advisers, LLC | 312,224 | $48.6M | 3.08% | −19,040−5.7% | Reduced |
| Moody National Bank Trust Division | 311,872 | $48.5M | 0.99% | −975−0.3% | Reduced |
| Carnegie Capital Asset Management, LLC | 305,640 | $47.5M | 1.79% | +16,750+5.8% | Added |
| Candriam Luxembourg S.C.A. | 305,267 | $47.5M | 0.33% | −88,626−22.5% | Reduced |
| ArrowMark Colorado Holdings LLC | 303,989 | $47.3M | 0.36% | −108,700−26.3% | Reduced |
| Impax Asset Management Group plc | 303,810 | $47.3M | 0.21% | +29,230+10.6% | Added |
| Shell Asset Management Co | 303,655 | $47.2M | 0.92% | +89,241+41.6% | Added |
| Beacon Investment Advisory Services, Inc. | 303,478 | $47.2M | 1.91% | +482+0.2% | Added |
| Private Advisor Group, LLC | 300,341 | $46.7M | 0.41% | −9,628−3.1% | Reduced |
| Thunderbird Partners LLP | 300,113 | $46.7M | 4.19% | −245,808−45.0% | Reduced |
| Moody Lynn & Lieberson, LLC | 299,920 | $46.6M | 3.51% | −3,259−1.1% | Reduced |
| Glenview Trust Co | 295,462 | $46.0M | 1.78% | +3,608+1.2% | Added |
| South Dakota Investment Council | 295,409 | $45.9M | 0.81% | −50,350−14.6% | Reduced |
| Bridges Investment Management Inc | 295,172 | $45.9M | 1.37% | −23,540−7.4% | Reduced |
| American National Insurance Co | 294,406 | $45.8M | 1.71% | −340−0.1% | Reduced |
| Payden & Rygel | 293,256 | $45.6M | 2.18% | −105,871−26.5% | Reduced |
| First National Bank of Omaha | 296,875 | $45.2M | 2.36% | 00.0% | Unchanged |