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 | 5,103 | $572.1B |
| Q4 2025 | 5,155 | $639.5B |
| Q3 2025 | 4,766 | $618.0B |
| Q2 2025 | 4,753 | $582.4B |
| Q1 2025 | 4,680 | $494.6B |
| Q4 2024 | 4,680 | $490.0B |
| Q3 2024 | 4,216 | $429.4B |
| Q2 2024 | 4,182 | $416.2B |
| Q1 2024 | 4,121 | $414.5B |
| Q4 2023 | 4,002 | $351.8B |
| Q3 2023 | 3,711 | $297.0B |
| Q2 2023 | 3,673 | $297.6B |
| Q1 2023 | 3,613 | $266.3B |
| Q4 2022 | 3,629 | $278.3B |
| Q3 2022 | 3,396 | $212.9B |
| Q2 2022 | 3,428 | $229.3B |
| Q1 2022 | 3,520 | $278.9B |
| Q4 2021 | 3,595 | $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 |
|---|---|---|---|---|---|
| Asahi Life Asset Management Co., Ltd. | 112,591 | $17.5M | 2.34% | −4,647−4.0% | Reduced |
| Twin Capital Management Inc | 112,585 | $17.5M | 1.61% | −1,270−1.1% | Reduced |
| Cutler Group LP | 112,327 | $17.5M | 1.30% | +54,196+93.2% | Added |
| J.P. Marvel Investment Advisors, LLC | 112,141 | $17.4M | 3.71% | +230+0.2% | Added |
| Tower Research Capital LLC (TRC) | 111,994 | $17.4M | 0.45% | −269,829−70.7% | Reduced |
| Drexel Morgan & Co. | 111,606 | $17.4M | 5.12% | 00.0% | Unchanged |
| Guardian Capital Advisors LP | 111,148 | $17.3M | 1.78% | +500.0% | Added |
| Pictet North America Advisors SA | 110,358 | $17.2M | 1.77% | +1,595+1.5% | Added |
| Illinois Municipal Retirement Fund | 110,267 | $17.2M | 0.70% | +31,544+40.1% | Added |
| Grassi Investment Management | 110,146 | $17.1M | 1.86% | +202+0.2% | Added |
| First Long Island Investors, LLC | 110,058 | $17.1M | 1.47% | −3,439−3.0% | Reduced |
| Matthew 25 Management Corp | 110,000 | $17.1M | 4.68% | 00.0% | Unchanged |
| Maryland Capital Management | 109,733 | $17.1M | 1.03% | +9,273+9.2% | Added |
| Beacon Pointe Advisors, LLC | 109,703 | $17.1M | 0.60% | +64,850+144.6% | Added |
| Dearborn Partners LLC | 109,621 | $17.1M | 0.69% | +964+0.9% | Added |
| NBT Bank N A | 109,439 | $17.0M | 2.34% | −3,156−2.8% | Reduced |
| PEAK6 Investments LLC | 108,724 | $16.9M | 0.45% | +65,997+154.5% | Added |
| Kdi Capital Partners LLC | 108,531 | $16.9M | 5.56% | +9,916+10.1% | Added |
| Culbertson A N & Co Inc | 108,063 | $16.8M | 3.50% | +525+0.5% | Added |
| Avantax Advisory Services, Inc. | 107,836 | $16.8M | 0.30% | +17,177+18.9% | Added |
| Adell Harriman & Carpenter Inc | 107,510 | $16.7M | 1.76% | −180−0.2% | Reduced |
| Meridian Wealth Management, LLC | 107,029 | $16.6M | 2.12% | +4,615+4.5% | Added |
| Freemont Management S.A. | 107,000 | $16.6M | 2.39% | 00.0% | Unchanged |
| Anderson Hoagland & Co | 106,846 | $16.6M | 2.11% | +1,539+1.5% | Added |
| Amica Mutual Insurance Co | 106,543 | $16.6M | 1.75% | −26,725−20.1% | Reduced |
| Canandaigua National Corp | 106,213 | $16.5M | 2.68% | −3,548−3.2% | Reduced |
| JCIC Asset Management Inc. | 85,610 | $16.5M | 4.25% | −120−0.1% | Reduced |
| Rothschild Capital Partners, LLC | 105,478 | $16.4M | 5.25% | −3,125−2.9% | Reduced |
| Montag A & Associates Inc | 105,020 | $16.3M | 0.87% | −8,646−7.6% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 104,984 | $16.3M | 0.84% | +101,311+2,758.3% | Added |
| Kestra Private Wealth Services, LLC | 104,606 | $16.3M | 0.99% | +2,749+2.7% | Added |
| United Bank | 104,533 | $16.3M | 2.19% | −14,432−12.1% | Reduced |
| Colonial Trust Advisors | 104,366 | $16.2M | 1.98% | −614−0.6% | Reduced |
| Alpine Woods Capital Investors, LLC | 104,232 | $16.2M | 1.68% | −3,155−2.9% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 104,100 | $16.2M | 1.51% | +996+1.0% | Added |
| Churchill Management Corp | 103,763 | $16.1M | 0.24% | +14,589+16.4% | Added |
| Novare Capital Management LLC | 103,365 | $16.1M | 1.80% | −488−0.5% | Reduced |
| Community Bank of Raymore | 103,115 | $16.0M | 5.11% | 00.0% | Unchanged |
| EULAV Asset Management | 103,000 | $16.0M | 0.42% | −5,000−4.6% | Reduced |
| KMG Fiduciary Partners, LLC | 102,805 | $16.0M | 2.82% | +984+1.0% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 102,249 | $15.9M | 0.76% | −4,567−4.3% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 102,200 | $15.9M | 2.54% | +1,385+1.4% | Added |
| Cohen Capital Management, Inc. | 102,117 | $15.9M | 2.71% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 102,076 | $15.9M | 0.71% | −3,290−3.1% | Reduced |
| Murphy Capital Management Inc | 101,262 | $15.8M | 1.80% | +1,621+1.6% | Added |
| Evergreen Capital Management LLC | 101,215 | $15.7M | 0.75% | +3,324+3.4% | Added |
| Corient Capital Partners, LLC | 100,918 | $15.7M | 1.15% | +4,231+4.4% | Added |
| Kings Point Capital Management | 100,087 | $15.6M | 1.42% | −71−0.1% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 100,076 | $15.6M | 1.48% | +22,015+28.2% | Added |
| Guardian Point Capital, LP | 100,000 | $15.6M | 3.53% | 00.0% | Unchanged |
| Exane Asset Management | 99,673 | $15.5M | 3.52% | +99,673 | New |
| First Financial Bank - Trust Division | 99,584 | $15.5M | 1.69% | −1,629−1.6% | Reduced |
| Wallington Asset Management, LLC | 99,577 | $15.5M | 2.66% | +2,796+2.9% | Added |
| National Asset Management, Inc. | 98,662 | $15.3M | 0.50% | −2,830−2.8% | Reduced |
| EFG Asset Management (Americas) Corp. | 97,638 | $15.2M | 2.83% | +2,242+2.4% | Added |
| BTC Capital Management, Inc. | 97,515 | $15.2M | 1.73% | −2,280−2.3% | Reduced |
| Waratah Capital Advisors Ltd. | 97,379 | $15.1M | 0.86% | −25,998−21.1% | Reduced |
| Fiduciary Group LLC | 99,666 | $15.1M | 1.74% | +1,112+1.1% | Added |
| Penobscot Investment Management Company, Inc. | 96,855 | $15.1M | 2.23% | +1,985+2.1% | Added |
| Cohen Klingenstein LLC | 96,179 | $15.0M | 0.64% | 00.0% | Unchanged |
| Citizens Business Bank | 96,167 | $15.0M | 1.97% | −1,704−1.7% | Reduced |
| Valeo Financial Advisors, LLC | 120,173 | $14.9M | 0.92% | −723−0.6% | Reduced |
| Westchester Capital Management, Inc. | 95,027 | $14.8M | 4.15% | +4,509+5.0% | Added |
| Sequoia Financial Advisors, LLC | 94,620 | $14.7M | 0.54% | +11,428+13.7% | Added |
| Cigna Investments Inc | 94,559 | $14.7M | 1.05% | −15,267−13.9% | Reduced |
| BBVA USA | 94,394 | $14.7M | 0.82% | +94,394 | New |
| Equitable Holdings, Inc. | 94,382 | $14.7M | 0.25% | +4,988+5.6% | Added |
| Addenda Capital Inc. | 94,169 | $14.6M | 0.69% | +12,576+15.4% | Added |
| Choate Investment Advisors | 93,886 | $14.6M | 0.89% | −3,489−3.6% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 93,698 | $14.6M | 1.69% | +1,009+1.1% | Added |
| Kornitzer Capital Management Inc | 93,624 | $14.6M | 0.22% | +49,510+112.2% | Added |
| Washington Trust Bank | 93,459 | $14.5M | 1.72% | −728−0.8% | Reduced |
| Regent Investment Management LLC | 93,226 | $14.5M | 3.40% | −1,465−1.5% | Reduced |
| Cincinnati Casualty Co | 93,000 | $14.5M | 8.60% | 00.0% | Unchanged |
| Cincinnati Specialty Underwriters Insurance CO | 93,000 | $14.5M | 5.90% | 00.0% | Unchanged |
| Wedbush Securities Inc | 92,915 | $14.5M | 0.68% | +16,855+22.2% | Added |
| Prospera Financial Services Inc | 92,525 | $14.4M | 0.72% | +3,322+3.7% | Added |
| CCM Investment Advisers LLC | 92,309 | $14.4M | 1.84% | −661−0.7% | Reduced |
| TD Private Client Wealth LLC | 92,260 | $14.4M | 0.61% | −1,223−1.3% | Reduced |
| Telemus Capital, LLC | 92,194 | $14.3M | 1.03% | −3,764−3.9% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 92,132 | $14.3M | 0.56% | +3,655+4.1% | Added |
| Freestone Capital Holdings, LLC | 91,754 | $14.3M | 0.72% | +357+0.4% | Added |
| Rossmore Private Capital | 91,462 | $14.2M | 2.43% | +180+0.2% | Added |
| World Asset Management Inc | 91,132 | $14.2M | 1.29% | −4,970−5.2% | Reduced |
| United Asset Strategies, Inc. | 90,761 | $14.1M | 1.88% | −1,810−2.0% | Reduced |
| Dowling & Yahnke LLC | 90,761 | $14.1M | 0.81% | −401−0.4% | Reduced |
| Richard Bernstein Advisors LLC | 90,728 | $14.1M | 0.29% | 00.0% | Unchanged |
| Prospector Partners LLC | 90,650 | $14.1M | 1.78% | +1,100+1.2% | Added |
| Connors Investor Services Inc | 90,348 | $14.1M | 1.46% | +445+0.5% | Added |
| First Citizens Bank & Trust Co | 90,237 | $14.0M | 0.67% | −2,808−3.0% | Reduced |
| TruWealth Advisors, LLC | 90,066 | $14.0M | 1.64% | +4,212+4.9% | Added |
| Cincinnati Financial Corp | 90,000 | $14.0M | 0.34% | 00.0% | Unchanged |
| Cannell Peter B & Co Inc | 89,566 | $13.9M | 0.42% | −5,860−6.1% | Reduced |
| Trust Co of Virginia | 90,197 | $13.9M | 1.52% | −2,227−2.4% | Reduced |
| Calamos Wealth Management LLC | 89,018 | $13.8M | 1.08% | −3,847−4.1% | Reduced |
| Alexandria Capital, LLC | 88,876 | $13.8M | 1.28% | +973+1.1% | Added |
| Private Trust Co NA | 88,713 | $13.8M | 2.09% | +7,337+9.0% | Added |
| CWA Asset Management Group, LLC | 87,337 | $13.7M | 1.11% | +7,356+9.2% | Added |
| Brown Brothers Harriman & Co | 88,103 | $13.7M | 0.08% | +3,663+4.3% | Added |
| First American Trust, FSB | 87,987 | $13.7M | 2.15% | −3,376−3.7% | Reduced |