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 |
|---|---|---|---|---|---|
| Ninety One UK Ltd | 206,679 | $32.1M | 0.08% | −218,062−51.3% | Reduced |
| Chesley Taft & Associates LLC | 205,504 | $32.0M | 1.84% | +165+0.1% | Added |
| Bank of Nova Scotia Trust Co | 204,507 | $31.8M | 2.81% | +94,374+85.7% | Added |
| Silvercrest Asset Management Group LLC | 204,098 | $31.7M | 0.21% | −3,796−1.8% | Reduced |
| New Mexico Educational Retirement Board | 203,450 | $31.6M | 1.09% | +10,700+5.6% | Added |
| Pictet & Cie (Europe) SA | 203,110 | $31.6M | 1.10% | 00.0% | Unchanged |
| Banco Bilbao Vizcaya Argentaria, S.A. | 201,218 | $31.6M | 0.56% | +66,220+49.1% | Added |
| First Foundation Advisors | 201,279 | $31.3M | 1.21% | +1,951+1.0% | Added |
| Galvin, Gaustad & Stein, LLC | 199,763 | $31.1M | 2.96% | −121−0.1% | Reduced |
| Clearstead Advisors, LLC | 198,509 | $30.9M | 2.38% | −490−0.2% | Reduced |
| SeaTown Holdings Pte. Ltd. | 198,340 | $30.9M | 1.50% | −4,000−2.0% | Reduced |
| Shufro Rose & Co LLC | 197,588 | $30.7M | 2.32% | −3,157−1.6% | Reduced |
| O'Shaughnessy Asset Management, LLC | 196,880 | $30.6M | 0.61% | −77,392−28.2% | Reduced |
| Spire Wealth Management | 196,193 | $30.6M | 0.83% | −28,225−12.6% | Reduced |
| Janney Capital Management LLC | 195,834 | $30.5M | 1.94% | −2,004−1.0% | Reduced |
| Crossmark Global Holdings, Inc. | 195,001 | $30.3M | 0.71% | +4,485+2.4% | Added |
| Cetera Advisor Networks LLC | 194,859 | $30.3M | 0.43% | +94,542+94.2% | Added |
| Venture Visionary Partners LLC | 194,792 | $30.3M | 2.43% | −9,963−4.9% | Reduced |
| Smith, Salley & Associates | 194,678 | $30.3M | 2.45% | +2,540+1.3% | Added |
| Qci Asset Management Inc | 193,269 | $30.1M | 1.78% | +1,220+0.6% | Added |
| Old National Bancorp | 192,487 | $29.9M | 1.12% | −3,685−1.9% | Reduced |
| Gradient Investments LLC | 190,284 | $29.6M | 0.87% | +12,480+7.0% | Added |
| Louisiana State Employees Retirement System | 188,700 | $29.4M | 0.71% | −400−0.2% | Reduced |
| Palisade Capital Management LLC | 187,378 | $29.1M | 0.66% | +3,036+1.6% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 187,192 | $29.1M | 1.12% | −50,498−21.2% | Reduced |
| Salem Investment Counselors Inc | 187,178 | $29.1M | 1.60% | +8,532+4.8% | Added |
| Sit Investment Associates Inc | 187,036 | $29.1M | 0.72% | +5,260+2.9% | Added |
| Brinker Capital Investments, LLC | 185,467 | $28.8M | 0.38% | +5,963+3.3% | Added |
| LaFleur & Godfrey LLC | 185,252 | $28.8M | 4.12% | +25,159+15.7% | Added |
| Veritable, L.P. | 184,604 | $28.7M | 0.46% | +482+0.3% | Added |
| Morningstar Investment Services LLC | 184,758 | $28.5M | 0.34% | −459−0.2% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 182,192 | $28.3M | 1.69% | +11,500+6.7% | Added |
| Hosking Partners LLP | 181,353 | $28.2M | 0.63% | −2,493−1.4% | Reduced |
| FineMark National Bank & Trust | 179,808 | $28.0M | 1.14% | +1,336+0.7% | Added |
| USS Investment Management Ltd | 179,664 | $27.9M | 0.23% | 00.0% | Unchanged |
| Central Trust Co | 179,285 | $27.9M | 1.01% | +776+0.4% | Added |
| Oakworth Capital, Inc. | 178,773 | $27.8M | 2.77% | +3,855+2.2% | Added |
| Sandy Spring Bank | 178,213 | $27.7M | 1.47% | −511−0.3% | Reduced |
| American Assets Investment Management, LLC | 177,600 | $27.6M | 3.61% | 00.0% | Unchanged |
| PFS Investments Inc. | 176,990 | $27.6M | 0.63% | +37,087+26.5% | Added |
| Wealthfront Advisers LLC | 176,682 | $27.5M | 0.13% | +3,121+1.8% | Added |
| Main Street Research LLC | 176,552 | $27.5M | 2.21% | +9,208+5.5% | Added |
| Tower Bridge Advisors | 176,532 | $27.5M | 1.83% | +832+0.5% | Added |
| Kentucky Retirement Systems | 176,274 | $27.4M | 1.30% | −12,461−6.6% | Reduced |
| Pacer Advisors, Inc. | 176,193 | $27.4M | 0.39% | −1,789−1.0% | Reduced |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 175,990 | $27.4M | 2.01% | +6,043+3.6% | Added |
| Randolph Co Inc | 175,599 | $27.3M | 3.55% | +174+0.1% | Added |
| Capital Growth Management LP | 175,000 | $27.2M | 2.46% | −63,000−26.5% | Reduced |
| Lowe Brockenbrough & Co Inc | 174,050 | $27.1M | 2.44% | +1,776+1.0% | Added |
| Cardinal Capital Management, Inc. | 174,010 | $27.1M | 1.46% | +1,787+1.0% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 174,003 | $27.1M | 2.04% | −547−0.3% | Reduced |
| McDonald Capital Investors Inc | 173,942 | $27.1M | 2.03% | −3,423−1.9% | Reduced |
| Congress Asset Management Co | 173,712 | $27.0M | 0.23% | +3,102+1.8% | Added |
| Hyman Charles D | 173,224 | $26.9M | 1.88% | −1,535−0.9% | Reduced |
| Arvest Bank Trust Division | 172,562 | $26.8M | 1.48% | −5,654−3.2% | Reduced |
| Wade G W & Inc | 172,080 | $26.8M | 1.29% | +1,324+0.8% | Added |
| Ieq Capital, LLC | 171,017 | $26.6M | 0.78% | +16,985+11.0% | Added |
| Baker Avenue Asset Management, LP | 170,059 | $26.5M | 1.54% | −240−0.1% | Reduced |
| JS Capital Management LLC | 170,000 | $26.4M | 1.28% | 00.0% | Unchanged |
| Cetera Advisors LLC | 169,980 | $26.4M | 0.63% | +5,472+3.3% | Added |
| Rothschild Investment Corp | 168,380 | $26.2M | 2.08% | +694+0.4% | Added |
| First Fiduciary Investment Counsel, Inc. | 168,206 | $26.2M | 5.01% | −6,874−3.9% | Reduced |
| Community Trust & Investment Co | 167,473 | $26.0M | 2.38% | −1,310−0.8% | Reduced |
| Thomasville National Bank | 167,074 | $26.0M | 2.75% | +69,689+71.6% | Added |
| BTR Capital Management Inc | 166,281 | $25.9M | 3.23% | +1,695+1.0% | Added |
| Abner Herrman & Brock LLC | 165,696 | $25.8M | 3.60% | −3,841−2.3% | Reduced |
| Howe & Rusling Inc | 165,588 | $25.8M | 3.25% | +4,632+2.9% | Added |
| Carret Asset Management, LLC | 165,576 | $25.8M | 3.01% | −1,018−0.6% | Reduced |
| Destination Wealth Management | 165,441 | $25.7M | 0.99% | −3,102−1.8% | Reduced |
| Doyle Wealth Management | 164,691 | $25.6M | 2.13% | +674+0.4% | Added |
| Maple Capital Management, Inc. | 159,621 | $25.5M | 3.08% | +9,925+6.6% | Added |
| Independent Advisor Alliance | 163,775 | $25.5M | 1.40% | −2,812−1.7% | Reduced |
| Wilsey Asset Management Inc | 162,993 | $25.4M | 6.76% | +4,663+2.9% | Added |
| Advisory Research Inc | 162,879 | $25.3M | 1.67% | −48,638−23.0% | Reduced |
| Beach Investment Counsel Inc | 162,748 | $25.3M | 2.27% | −40,733−20.0% | Reduced |
| Northeast Financial Consultants Inc | 162,693 | $25.3M | 1.70% | +2,453+1.5% | Added |
| KCM Investment Advisors LLC | 162,592 | $25.3M | 1.02% | +7,890+5.1% | Added |
| Brewin Dolphin Ltd | 162,476 | $25.3M | 1.14% | +3,834+2.4% | Added |
| Appleton Partners Inc | 161,734 | $25.2M | 2.14% | −395−0.2% | Reduced |
| Tocqueville Asset Management L.P. | 161,394 | $25.1M | 0.36% | −2,693−1.6% | Reduced |
| Kingsview Wealth Management, LLC | 159,263 | $25.0M | 1.24% | +13,958+9.6% | Added |
| Marco Investment Management LLC | 160,532 | $25.0M | 2.90% | +3,664+2.3% | Added |
| Villere St Denis J & Co LLC | 160,023 | $24.9M | 1.33% | +2,570+1.6% | Added |
| Weitz Investment Management, Inc.SuperinvestorWeitz Investment Management | 160,000 | $24.9M | 1.05% | −22,500−12.3% | Reduced |
| James Investment Research Inc | 159,072 | $24.7M | 2.12% | −350−0.2% | Reduced |
| South State Corp. | 157,873 | $24.6M | 2.12% | +1,281+0.8% | Added |
| Wharton Business Group, LLC | 157,821 | $24.5M | 1.92% | +4,034+2.6% | Added |
| Carlson Capital L P | 157,333 | $24.5M | 1.18% | +157,333 | New |
| HighPoint Advisor Group LLC | 157,198 | $24.5M | 2.46% | +28,519+22.2% | Added |
| Azimuth Capital Management LLC | 155,687 | $24.2M | 1.05% | −2,665−1.7% | Reduced |
| Lido Advisors, LLC | 155,104 | $24.1M | 0.59% | +7,726+5.2% | Added |
| Venator Management LLC | 155,037 | $24.1M | 6.54% | +270.0% | Added |
| Cresset Asset Management, LLC | 153,999 | $24.0M | 0.34% | +1,424+0.9% | Added |
| Aristotle Atlantic Partners, LLC | 153,366 | $23.9M | 1.57% | +3,855+2.6% | Added |
| Foster Dykema Cabot & Co Inc | 152,006 | $23.6M | 2.95% | +1,007+0.7% | Added |
| Willis Investment Counsel | 151,123 | $23.5M | 1.39% | −3,080−2.0% | Reduced |
| Wesleyan Assurance Society | 150,207 | $23.4M | 2.93% | 00.0% | Unchanged |
| Cullinan Associates Inc | 148,677 | $23.1M | 1.30% | +32,404+27.9% | Added |
| Rockland Trust Co | 148,397 | $23.1M | 1.60% | −670−0.4% | Reduced |
| Manitou Investment Management Ltd. | 148,319 | $23.1M | 4.04% | −3,290−2.2% | Reduced |