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 |
|---|---|---|---|---|---|
| Atria Investments LLC | 148,131 | $23.0M | 0.44% | +8,584+6.2% | Added |
| Blue Chip Partners, Inc. | 147,806 | $23.0M | 3.28% | +1,535+1.0% | Added |
| Logan Capital Management Inc | 147,734 | $23.0M | 1.07% | −1,526−1.0% | Reduced |
| QS Investors, LLC | 146,796 | $22.8M | 0.27% | +2,895+2.0% | Added |
| Private Asset Management Inc | 146,208 | $22.7M | 3.03% | −1,524−1.0% | Reduced |
| Noesis Capital Mangement Corp | 149,093 | $22.6M | 4.63% | +1,981+1.3% | Added |
| Resources Management Corp | 145,210 | $22.6M | 3.17% | −1,363−0.9% | Reduced |
| FDx Advisors, Inc. | 145,104 | $22.6M | 0.75% | +7,673+5.6% | Added |
| Neville Rodie & Shaw Inc | 145,038 | $22.6M | 1.74% | −859−0.6% | Reduced |
| Tdam USA Inc. | 148,511 | $22.5M | 1.39% | −956−0.6% | Reduced |
| Trust Co of Vermont | 143,254 | $22.3M | 1.55% | +2,363+1.7% | Added |
| Ironvine Capital Partners, LLC | 142,683 | $22.2M | 2.43% | −31,975−18.3% | Reduced |
| Capital Investment Advisors, LLC | 142,522 | $22.2M | 0.76% | +6,601+4.9% | Added |
| Patten & Patten Inc | 142,369 | $22.1M | 1.69% | −2,504−1.7% | Reduced |
| Absher Wealth Management, LLC | 142,128 | $22.1M | 3.92% | +5,170+3.8% | Added |
| Reilly Financial Advisors, LLC | 141,794 | $22.1M | 1.78% | +3,649+2.6% | Added |
| Bailard, Inc. | 141,487 | $22.0M | 0.76% | +94+0.1% | Added |
| Grand Jean Capital Management Inc | 141,384 | $22.0M | 5.45% | −200.0% | Reduced |
| Parsons Capital Management Inc | 141,074 | $21.9M | 1.68% | −583−0.4% | Reduced |
| Snow Capital Management LP | 140,423 | $21.8M | 3.11% | −4,265−2.9% | Reduced |
| UBS Oconnor LLC | 140,000 | $21.8M | 0.19% | +40,000+40.0% | Added |
| Narwhal Capital Management | 139,649 | $21.7M | 2.75% | +692+0.5% | Added |
| First American Bank | 137,959 | $21.5M | 1.25% | −13,545−8.9% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 137,469 | $21.4M | 0.37% | −868−0.6% | Reduced |
| BLB&B Advisors, LLC | 137,473 | $21.4M | 1.55% | +994+0.7% | Added |
| Fukoku Mutual Life Insurance Co | 137,431 | $21.4M | 1.71% | +3,130+2.3% | Added |
| Courant Investment Management LLC | 136,592 | $21.2M | 17.84% | 00.0% | Unchanged |
| Bank of the West | 136,395 | $21.2M | 2.16% | +1,471+1.1% | Added |
| Vontobel Holding Ltd. | 136,493 | $21.0M | 0.18% | −50,827−27.1% | Reduced |
| Cypress Capital Management LLC | 135,048 | $21.0M | 2.77% | −3,836−2.8% | Reduced |
| Edge Capital Group, LLC | 135,031 | $21.0M | 1.68% | −23,030−14.6% | Reduced |
| Lockheed Martin Investment Management Co | 134,222 | $20.9M | 1.09% | +54,460+68.3% | Added |
| Norris Perne & French LLP | 133,509 | $20.8M | 1.79% | +580+0.4% | Added |
| Vancity Investment Management Ltd | 132,310 | $20.6M | 2.88% | +11,653+9.7% | Added |
| Albion Financial Group | 131,768 | $20.5M | 1.78% | +131,768 | New |
| Texas Yale Capital Corp. | 131,310 | $20.4M | 1.17% | +415+0.3% | Added |
| Jones Financial Companies LLLP | 131,174 | $20.4M | 0.03% | −2,727−2.0% | Reduced |
| Usca Ria LLC | 130,738 | $20.3M | 1.23% | +5,047+4.0% | Added |
| Penserra Capital Management LLC | 130,543 | $20.3M | 0.37% | +43,066+49.2% | Added |
| Atlantic Union Bankshares Corp | 130,325 | $20.3M | 1.96% | −2,972−2.2% | Reduced |
| Davidson Investment Advisors | 130,172 | $20.2M | 1.62% | −3,133−2.4% | Reduced |
| Credit Agricole S A | 130,024 | $20.2M | 0.67% | +321+0.2% | Added |
| Cubist Systematic Strategies, LLC | 130,021 | $20.2M | 0.23% | +19,037+17.2% | Added |
| Bollard Group LLC | 129,974 | $20.2M | 0.64% | +7,004+5.7% | Added |
| Farmers & Merchants Investments Inc | 129,508 | $20.1M | 0.90% | +246+0.2% | Added |
| Kanawha Capital Management LLC | 129,062 | $20.1M | 1.84% | +1,152+0.9% | Added |
| Stillwater Capital Advisors, LLC | 128,706 | $20.0M | 3.31% | −3,931−3.0% | Reduced |
| Advisor Partners LLC | 128,559 | $20.0M | 1.31% | +1,014+0.8% | Added |
| Middleton & Co Inc | 127,870 | $19.9M | 2.16% | −7,556−5.6% | Reduced |
| Dixon Mitchell Investment Counsel Inc. | 127,792 | $19.9M | 1.48% | −371−0.3% | Reduced |
| Banque Pictet & Cie SA | 127,326 | $19.8M | 0.22% | −7,822−5.8% | Reduced |
| Verity & Verity, LLC | 127,223 | $19.8M | 3.13% | −335−0.3% | Reduced |
| Sigma Planning Corp | 127,042 | $19.8M | 0.59% | +1,859+1.5% | Added |
| Tufton Capital Management | 126,469 | $19.7M | 3.23% | −4,245−3.2% | Reduced |
| Focus Financial Network, Inc. | 125,026 | $19.4M | 2.59% | +397+0.3% | Added |
| Hi-Line Capital Management, LLC | 124,932 | $19.4M | 7.39% | +1,363+1.1% | Added |
| Cantor Fitzgerald Investment Adviser L.P. | 124,615 | $19.4M | 1.42% | +124,615 | New |
| Clear Street Markets LLC | 124,581 | $19.4M | 4.12% | +75,881+155.8% | Added |
| River & Mercantile Asset Management LLP | 124,436 | $19.3M | 1.25% | −11,353−8.4% | Reduced |
| McKinley Capital Management LLC /Delaware | 124,360 | $19.3M | 1.35% | −9,370−7.0% | Reduced |
| Alberta Investment Management Corp | 124,033 | $19.3M | 0.16% | +20,971+20.3% | Added |
| Thompson Siegel & Walmsley LLC | 123,858 | $19.3M | 0.26% | −615−0.5% | Reduced |
| First Horizon Advisors, Inc. | 123,765 | $19.2M | 1.04% | +959+0.8% | Added |
| Forbes J M & Co LLP | 123,732 | $19.2M | 2.43% | +2,239+1.8% | Added |
| Bluefin Capital Management, LLC | 123,170 | $19.2M | 1.33% | +97,443+378.8% | Added |
| Callahan Advisors, LLC | 123,142 | $19.2M | 2.43% | −484−0.4% | Reduced |
| Dakota Wealth Management | 122,739 | $19.1M | 2.29% | +10,831+9.7% | Added |
| Kemnay Advisory Services Inc. | 122,500 | $19.1M | 2.26% | 00.0% | Unchanged |
| Capital International Sarl | 122,389 | $19.0M | 1.64% | −4,233−3.3% | Reduced |
| Squarepoint Ops LLC | 122,271 | $19.0M | 0.14% | −246,998−66.9% | Reduced |
| Moors & Cabot, Inc. | 122,064 | $19.0M | 1.33% | +656+0.5% | Added |
| Itau Unibanco Holding S.A. | 122,053 | $19.0M | 0.94% | +122,053 | New |
| Osborne Partners Capital Management, LLC | 121,739 | $18.9M | 1.56% | +975+0.8% | Added |
| Kiwi Wealth Investments Limited Partnership | 120,947 | $18.8M | 0.97% | +7,503+6.6% | Added |
| Rbo & Co LLC | 120,849 | $18.8M | 3.28% | −3,458−2.8% | Reduced |
| Financial Partners Capital Management LLC | 120,773 | $18.8M | 3.45% | −360−0.3% | Reduced |
| Rempart Asset Management Inc. | 120,243 | $18.7M | 3.87% | +1,675+1.4% | Added |
| Northwest & Ethical Investments L.P. | 120,101 | $18.7M | 0.61% | −24,984−17.2% | Reduced |
| Ashburton (Jersey) Ltd | 119,904 | $18.6M | 7.85% | +7,848+7.0% | Added |
| Norinchukin Bank, The | 119,356 | $18.6M | 0.27% | +3,404+2.9% | Added |
| Birch Hill Investment Advisors LLC | 119,275 | $18.6M | 1.00% | −575−0.5% | Reduced |
| Regentatlantic Capital LLC | 118,835 | $18.5M | 0.57% | +8,374+7.6% | Added |
| CSM Advisors, LLC | 118,460 | $18.4M | 1.24% | −10,840−8.4% | Reduced |
| Linscomb & Williams, Inc. | 118,220 | $18.4M | 0.94% | +2,314+2.0% | Added |
| Cabot Wealth Management Inc | 118,159 | $18.4M | 2.45% | −1,266−1.1% | Reduced |
| Motco | 118,026 | $18.4M | 1.20% | +2,456+2.1% | Added |
| Alley Co LLC | 117,510 | $18.3M | 3.32% | +1,725+1.5% | Added |
| Overbrook Management Corp | 117,440 | $18.3M | 3.82% | −139−0.1% | Reduced |
| Osher Van de Voorde Investment Management | 116,837 | $18.2M | 4.45% | +607+0.5% | Added |
| Bourgeon Capital Management LLC | 116,603 | $18.1M | 3.90% | +1,842+1.6% | Added |
| Endurance Wealth Management, Inc. | 116,581 | $18.1M | 2.01% | −321−0.3% | Reduced |
| Stonebridge Capital Advisors LLC | 116,493 | $18.1M | 2.19% | +250.0% | Added |
| Alerus Financial NA | 116,079 | $18.1M | 1.82% | +5,954+5.4% | Added |
| Webster Bank, N. A. | 114,793 | $17.9M | 1.95% | −718−0.6% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 114,735 | $17.8M | 2.95% | +2,252+2.0% | Added |
| Woodley Farra Manion Portfolio Management Inc | 114,674 | $17.8M | 1.38% | −5,336−4.4% | Reduced |
| Gluskin Sheff & Assoc Inc | 114,557 | $17.8M | 0.82% | −471−0.4% | Reduced |
| Torray LLC | 114,308 | $17.8M | 2.61% | −74−0.1% | Reduced |
| Greenwood Capital Associates LLC | 114,106 | $17.7M | 2.68% | −7,143−5.9% | Reduced |
| MainStreet Investment Advisors LLC | 113,219 | $17.6M | 1.50% | −223−0.2% | Reduced |