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 |
|---|---|---|---|---|---|
| Erste Asset Management GmbH | 292,526 | $45.1M | 0.90% | +45,513+18.4% | Added |
| Ancora Advisors, LLC | 289,357 | $45.0M | 1.18% | −2,951−1.0% | Reduced |
| Roffman Miller Associates Inc | 545,557 | $44.8M | 3.39% | +41,487+8.2% | Added |
| Badgley Phelps & Bell Inc | 285,094 | $44.3M | 1.65% | +13,900+5.1% | Added |
| Hexavest Inc. | 283,932 | $44.2M | 2.18% | −52,565−15.6% | Reduced |
| Prudential PLC | 283,275 | $44.1M | 0.41% | −730,075−72.0% | Reduced |
| Nexus Investment Management ULC | 280,470 | $43.6M | 4.51% | −11,095−3.8% | Reduced |
| Profund Advisors LLC | 280,071 | $43.6M | 1.46% | +166,345+146.3% | Added |
| Bryn Mawr Trust Co | 279,722 | $43.5M | 1.66% | −677−0.2% | Reduced |
| ZWJ Investment Counsel Inc | 279,447 | $43.5M | 2.51% | +467+0.2% | Added |
| Ziegler Capital Management, LLC | 277,284 | $43.1M | 1.44% | −8,446−3.0% | Reduced |
| Pinnacle Financial Partners Inc | 276,277 | $43.0M | 1.74% | +4,620+1.7% | Added |
| Pinnacle Wealth Advisors | 276,277 | $43.0M | 1.74% | +276,277 | New |
| Adams Diversified Equity Fund, Inc. | 275,500 | $42.9M | 1.69% | −25,200−8.4% | Reduced |
| Ossiam | 280,780 | $42.6M | 1.16% | +206,179+276.4% | Added |
| Capital Advisors Inc | 272,358 | $42.4M | 1.27% | +13,979+5.4% | Added |
| North Star Investment Management Corp. | 272,073 | $42.3M | 3.36% | +73,514+37.0% | Added |
| Capital International Ltd | 270,424 | $42.1M | 2.32% | −31,197−10.3% | Reduced |
| Braun Stacey Associates Inc | 268,254 | $41.7M | 1.62% | −704−0.3% | Reduced |
| WestEnd Advisors, LLC | – | $41.7M | 1.35% | – | – |
| Chartwell Investment Partners, LLC | 267,652 | $41.6M | 1.22% | −15,950−5.6% | Reduced |
| Balyasny Asset Management LLC | 265,493 | $41.3M | 0.23% | +265,493 | New |
| Nan Shan Life Insurance Co., Ltd. | 265,400 | $41.3M | 0.70% | +97,346+57.9% | Added |
| PM Capital Ltd | 264,748 | $41.2M | 7.42% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 264,653 | $41.2M | 1.75% | +11,460+4.5% | Added |
| Kimelman & Baird, LLC | 264,421 | $41.1M | 3.67% | +264,421 | New |
| Alpha Cubed Investments, LLC | 261,855 | $40.7M | 2.94% | −2,082−0.8% | Reduced |
| Whittier Trust Co of Nevada Inc | 260,774 | $40.6M | 1.69% | −1,002−0.4% | Reduced |
| Citizens Financial Group Inc | 258,706 | $40.2M | 1.75% | +93,754+56.8% | Added |
| Cornerstone Advisors, LLC | 257,000 | $40.0M | 2.36% | +86,000+50.3% | Added |
| Gillespie Robinson & Grimm Inc | 256,563 | $39.9M | 3.37% | −1,376−0.5% | Reduced |
| Advisors Capital Management, LLC | 256,334 | $39.9M | 1.26% | +1,869+0.7% | Added |
| Securian Asset Management, Inc | 255,300 | $39.7M | 0.81% | −3,535−1.4% | Reduced |
| Campbell Newman Asset Management Inc | 254,772 | $39.6M | 3.89% | +956+0.4% | Added |
| Chilton Capital Management LLC | 253,352 | $39.4M | 2.29% | +11,477+4.7% | Added |
| Dana Investment Advisors, Inc. | 251,615 | $39.1M | 1.74% | +2,973+1.2% | Added |
| Flputnam Investment Management Co | 251,379 | $39.1M | 1.35% | +5,313+2.2% | Added |
| Cumberland Partners Ltd | 251,283 | $39.1M | 3.07% | −2,351−0.9% | Reduced |
| Taurus Asset Management, LLC | 250,568 | $39.0M | 4.07% | +5,799+2.4% | Added |
| Bridgeway Capital Management, LLC | 249,945 | $38.9M | 0.70% | −3,400−1.3% | Reduced |
| Anchor Capital Advisors LLC | 249,270 | $38.8M | 0.78% | −759−0.3% | Reduced |
| Vestor Capital, LLC | 249,262 | $38.8M | 4.07% | −3,134−1.2% | Reduced |
| Meyer Handelman Co | 249,002 | $38.7M | 1.53% | −1,350−0.5% | Reduced |
| Parallax Volatility Advisers, L.P. | 248,943 | $38.7M | 0.49% | +91,127+57.7% | Added |
| Sabal Trust CO | 248,840 | $38.7M | 2.79% | −1,697−0.7% | Reduced |
| First Manhattan Co | 246,413 | $38.3M | 0.14% | +629+0.3% | Added |
| Levin Capital Strategies, L.P. | 245,480 | $38.2M | 3.96% | −53,896−18.0% | Reduced |
| Busey Wealth Management | 245,314 | $38.2M | 1.78% | +2,596+1.1% | Added |
| Global Frontier Investments LLC | 245,000 | $38.1M | 28.78% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 244,212 | $38.0M | 1.10% | −21,155−8.0% | Reduced |
| Fishman Jay A Ltd | 242,280 | $37.7M | 4.61% | −3,672−1.5% | Reduced |
| Ruffer LLP | 241,677 | $37.6M | 1.05% | −72,987−23.2% | Reduced |
| Mercer Global Advisors Inc | 240,420 | $37.4M | 0.29% | +11,691+5.1% | Added |
| Argent Trust Co | 237,740 | $37.0M | 2.43% | +3,716+1.6% | Added |
| Man Group plc | 237,376 | $36.9M | 0.13% | −300,986−55.9% | Reduced |
| Ingalls & Snyder LLC | 237,118 | $36.9M | 1.65% | −5,239−2.2% | Reduced |
| Pactiv General Employee Benefit Trust | 236,850 | $36.8M | 2.52% | −226,821−48.9% | Reduced |
| Baskin Financial Services Inc. | 236,853 | $36.8M | 3.38% | +3,990+1.7% | Added |
| Private Wealth Partners, LLC | 236,316 | $36.8M | 3.40% | +203+0.1% | Added |
| Barr E S & Co | 235,914 | $36.7M | 2.64% | +746+0.3% | Added |
| Spears Abacus Advisors LLC | 234,585 | $36.5M | 2.62% | −4,239−1.8% | Reduced |
| Acadian Asset Management LLC | 234,142 | $36.4M | 0.14% | +64,939+38.4% | Added |
| DuPont Capital Management Corp | 233,051 | $36.2M | 0.86% | −20,779−8.2% | Reduced |
| Vigilant Capital Management, LLC | 231,541 | $36.0M | 2.91% | −2,176−0.9% | Reduced |
| Hancock Whitney Corp | 231,233 | $36.0M | 1.15% | −62,712−21.3% | Reduced |
| Xponance, Inc. | 231,188 | $36.0M | 0.66% | +14,584+6.7% | Added |
| Central Securities Corp | 230,000 | $35.8M | 3.68% | 00.0% | Unchanged |
| Polar Capital Holdings Plc | 229,231 | $35.7M | 0.19% | +69,342+43.4% | Added |
| Daiwa Securities Group Inc. | 227,286 | $35.6M | 0.24% | +6,917+3.1% | Added |
| National Mutual Insurance Federation of Agricultural Cooperatives | 227,900 | $35.4M | 0.31% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 227,885 | $35.4M | 1.96% | +2,910+1.3% | Added |
| Maryland State Retirement & Pension System | 228,516 | $35.1M | 1.15% | −4,172−1.8% | Reduced |
| Stratos Wealth Partners, LTD. | 225,011 | $35.0M | 0.87% | −50.0% | Reduced |
| Highland Capital Management, LLC | 224,755 | $35.0M | 2.09% | −5,514−2.4% | Reduced |
| Schwerin Boyle Capital Management Inc | 222,660 | $34.6M | 2.86% | −2,500−1.1% | Reduced |
| Klingenstein Fields & Co LP | 221,761 | $34.5M | 1.43% | −540.0% | Reduced |
| Heritage Investors Management Corp | 220,735 | $34.3M | 1.44% | −6,073−2.7% | Reduced |
| Cetera Investment Advisers | 220,052 | $34.2M | 0.55% | +20,175+10.1% | Added |
| Mairs & Power Inc | 219,677 | $34.2M | 0.34% | −2,445−1.1% | Reduced |
| Clifford Swan Investment Counsel LLC | 225,379 | $34.1M | 1.29% | −8,471−3.6% | Reduced |
| Stewart & Patten Co LLC | 218,476 | $34.0M | 5.41% | −8,825−3.9% | Reduced |
| First National Trust Co | 218,194 | $33.9M | 2.06% | +2,649+1.2% | Added |
| Roosevelt Investment Group LLC | 218,108 | $33.9M | 2.04% | −118−0.1% | Reduced |
| Estabrook Capital Management | 217,215 | $33.8M | 5.13% | −8,905−3.9% | Reduced |
| Markel Group Inc.SuperinvestorMarkel Group | 216,550 | $33.7M | 0.43% | 00.0% | Unchanged |
| Front Barnett Associates LLC | 216,465 | $33.7M | 3.43% | −2,096−1.0% | Reduced |
| Covington Capital Management | 215,683 | $33.5M | 1.31% | −2,745−1.3% | Reduced |
| Matrix Asset Advisors Inc | 214,493 | $33.4M | 4.79% | −1,707−0.8% | Reduced |
| Elo Mutual Pension Insurance Co | 213,344 | $33.2M | 1.10% | −6,565−3.0% | Reduced |
| Oak Associates, Ltd | 213,192 | $33.2M | 1.88% | −809−0.4% | Reduced |
| Stock Yards Bank & Trust Co | 212,744 | $33.1M | 2.10% | −1,084−0.5% | Reduced |
| Howard Capital Management Group, LLC | 212,231 | $33.0M | 3.11% | −300−0.1% | Reduced |
| AE Wealth Management LLC | 211,809 | $32.9M | 0.29% | +35,866+20.4% | Added |
| Franklin Street Advisors Inc | 211,768 | $32.9M | 2.78% | −18,389−8.0% | Reduced |
| Northeast Investment Management | 211,743 | $32.9M | 1.77% | +3,695+1.8% | Added |
| St Germain D J Co Inc | 210,375 | $32.7M | 2.05% | −3,625−1.7% | Reduced |
| HRT Financial LP | 209,243 | $32.5M | 0.30% | +209,243 | New |
| Johnson Investment Counsel Inc | 207,955 | $32.3M | 0.45% | −5,953−2.8% | Reduced |
| Achmea Investment Management B.V. | 207,902 | $32.3M | 1.10% | −6,458−3.0% | Reduced |
| Eagle Global Advisors LLC | 207,014 | $32.2M | 2.08% | +3,052+1.5% | Added |