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 |
|---|---|---|---|---|---|
| Gemsstock Limited | 87,900 | $13.7M | 4.31% | −58,500−40.0% | Reduced |
| Circle Wealth Management, LLC | 87,825 | $13.7M | 1.96% | +1,673+1.9% | Added |
| ExodusPoint Capital Management, LP | 87,700 | $13.6M | 0.21% | +31,997+57.4% | Added |
| Meeder Asset Management Inc | 87,694 | $13.6M | 0.64% | −31,808−26.6% | Reduced |
| New England Asset Management Inc | 87,522 | $13.6M | 0.25% | +1,950+2.3% | Added |
| Sand Hill Global Advisors, LLC | 87,426 | $13.6M | 0.83% | +3,134+3.7% | Added |
| Courier Capital LLC | 87,264 | $13.6M | 1.29% | −1,073−1.2% | Reduced |
| Edge Wealth Management LLC | 87,418 | $13.6M | 2.76% | +95+0.1% | Added |
| Fort Pitt Capital Group, LLC | 86,688 | $13.5M | 0.55% | +9,666+12.5% | Added |
| Bragg Financial Advisors, Inc | 86,657 | $13.5M | 0.86% | +1,305+1.5% | Added |
| Socorro Asset Management LP | 86,499 | $13.5M | 4.38% | +22,065+34.2% | Added |
| Biondo Investment Advisors, LLC | 86,408 | $13.4M | 2.31% | +1,476+1.7% | Added |
| Hilton Capital Management, LLC | 86,312 | $13.4M | 1.42% | −65,299−43.1% | Reduced |
| Diversified Trust Co | 86,279 | $13.4M | 0.48% | −1,137−1.3% | Reduced |
| Geneos Wealth Management Inc. | 85,747 | $13.4M | 0.52% | −24,551−22.3% | Reduced |
| Adviser Investments LLC | 85,854 | $13.4M | 1.00% | +1,559+1.8% | Added |
| Oakwood Capital Management LLC | 85,809 | $13.3M | 3.44% | −3,198−3.6% | Reduced |
| Leavell Investment Management, Inc. | 87,388 | $13.3M | 1.08% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 85,473 | $13.3M | 0.42% | +6,661+8.5% | Added |
| Aptus Capital Advisors, LLC | 85,127 | $13.2M | 0.60% | +11,319+15.3% | Added |
| TT International Asset Management LTD | 85,081 | $13.2M | 0.61% | 00.0% | Unchanged |
| Ledyard National Bank | 85,068 | $13.2M | 1.35% | −127−0.1% | Reduced |
| Earnest Partners LLC | 84,845 | $13.2M | 0.08% | −3,977−4.5% | Reduced |
| Simmons Bank | 84,829 | $13.2M | 0.95% | +793+0.9% | Added |
| IBM Retirement Fund | 84,811 | $13.2M | 1.03% | −18,290−17.7% | Reduced |
| Rice Partnership, LLC | 84,647 | $13.2M | 4.15% | +165+0.2% | Added |
| Nicola Wealth Management Ltd. | 84,500 | $13.1M | 1.35% | +10,000+13.4% | Added |
| Hoylecohen, LLC | 84,326 | $13.1M | 1.24% | +779+0.9% | Added |
| American Portfolios Advisors | 84,205 | $13.1M | 0.51% | +5,326+6.8% | Added |
| Peak Asset Management, LLC | 84,008 | $13.1M | 3.25% | −3,637−4.1% | Reduced |
| Lyell Wealth Management, LP | 83,770 | $13.0M | 1.61% | +3,385+4.2% | Added |
| Hantz Financial Services, Inc. | 83,612 | $13.0M | 0.48% | +18,289+28.0% | Added |
| Allstate Corp | 83,581 | $13.0M | 0.44% | −4,846−5.5% | Reduced |
| Charter Trust Co | 83,515 | $13.0M | 1.21% | −1,357−1.6% | Reduced |
| Transform Wealth, LLC | 83,201 | $12.9M | 1.58% | +29,083+53.7% | Added |
| Hudson Valley Investment Advisors Inc | 83,165 | $12.9M | 2.25% | −3,721−4.3% | Reduced |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 83,150 | $12.9M | 2.29% | 00.0% | Unchanged |
| Cape Cod Five Cents Savings Bank | 82,859 | $12.9M | 1.33% | −1,603−1.9% | Reduced |
| Vestmark Advisory Solutions, Inc. | 82,770 | $12.9M | 0.92% | +3,003+3.8% | Added |
| NJ State Employees Deferred Compensation Plan | 82,000 | $12.8M | 1.70% | 00.0% | Unchanged |
| Haverford Financial Services, Inc. | 81,632 | $12.7M | 3.10% | −84−0.1% | Reduced |
| Winslow Asset Management Inc | 81,328 | $12.7M | 2.36% | −110−0.1% | Reduced |
| Thompson Investment Management, Inc. | 80,978 | $12.6M | 1.82% | −1,015−1.2% | Reduced |
| Cypress Capital Group | 80,806 | $12.6M | 1.70% | +596+0.7% | Added |
| Security Asset Management | 80,515 | $12.5M | 4.93% | −5,658−6.6% | Reduced |
| Beese Fulmer Investment Management, Inc. | 80,465 | $12.5M | 1.42% | −484−0.6% | Reduced |
| General American Investors Co Inc | 80,000 | $12.4M | 1.04% | 00.0% | Unchanged |
| Gendell Jeffrey L | 80,000 | $12.4M | 1.11% | +30,000+60.0% | Added |
| 1st Source Bank | 79,966 | $12.4M | 0.78% | +125+0.2% | Added |
| D L Carlson Investment Group Inc | 79,652 | $12.4M | 2.15% | −2,810−3.4% | Reduced |
| Burns J W & Co Inc | 79,250 | $12.3M | 1.94% | +410+0.5% | Added |
| Sowell Financial Services LLC | 78,809 | $12.3M | 0.81% | −41,072−34.3% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 78,788 | $12.3M | 1.30% | −7,355−8.5% | Reduced |
| Verdence Capital Advisors LLC | 78,361 | $12.2M | 1.69% | +19,117+32.3% | Added |
| Means Investment Co., Inc. | 78,300 | $12.2M | 2.44% | +2,758+3.7% | Added |
| Strategy Asset Managers LLC | 78,061 | $12.1M | 2.57% | +434+0.6% | Added |
| Steel Peak Wealth Management LLC | 78,048 | $12.1M | 0.88% | −8,592−9.9% | Reduced |
| Private Advisory Group LLC | 78,000 | $12.1M | 3.07% | +13,524+21.0% | Added |
| Redpoint Investment Management Pty Ltd | 77,778 | $12.1M | 0.99% | −1,285−1.6% | Reduced |
| Integrated Advisors Network LLC | 77,782 | $12.1M | 0.89% | +709+0.9% | Added |
| Ycg, LLC | 77,768 | $12.1M | 1.20% | −10,959−12.4% | Reduced |
| Community Bank, N.A. | 77,723 | $12.1M | 1.43% | −2,999−3.7% | Reduced |
| Lincoln National Corp | 77,528 | $12.1M | 0.26% | +7,894+11.3% | Added |
| Compton Capital Management Inc | 77,469 | $12.1M | 3.55% | −310−0.4% | Reduced |
| Mark Stevens | 77,403 | $12.0M | 1.34% | −2,131−2.7% | Reduced |
| Pendal Group Limited | 77,219 | $12.0M | 0.11% | +51,158+196.3% | Added |
| De Burlo Group Inc | 76,200 | $11.9M | 1.89% | −55,000−41.9% | Reduced |
| Sonora Investment Management, LLC | 75,962 | $11.8M | 1.54% | +3,859+5.4% | Added |
| German American Bancorp, Inc. | 75,459 | $11.7M | 1.85% | +3,577+5.0% | Added |
| Cypress Asset Management Inc | 75,398 | $11.7M | 3.01% | +520+0.7% | Added |
| Close Asset Management Ltd | 75,429 | $11.7M | 0.56% | +1,502+2.0% | Added |
| IFP Advisors, Inc | 74,975 | $11.7M | 0.24% | +12,520+20.0% | Added |
| MSD Partners, L.P. | 75,000 | $11.7M | 0.38% | 00.0% | Unchanged |
| Ropes Wealth Advisors LLC | 74,976 | $11.7M | 1.84% | −864−1.1% | Reduced |
| Punch & Associates Investment Management, Inc. | 74,913 | $11.7M | 0.66% | −81−0.1% | Reduced |
| Marshall Wace, LLP | 74,513 | $11.6M | 0.06% | +773+1.0% | Added |
| Pettee Investors, Inc. | 74,492 | $11.6M | 5.45% | −960−1.3% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 74,426 | $11.6M | 0.59% | −4,505−5.7% | Reduced |
| Vantage Investment Partners, LLC | 74,247 | $11.5M | 0.55% | −61,887−45.5% | Reduced |
| Girard Partners Ltd. | 74,101 | $11.5M | 1.48% | −1,676−2.2% | Reduced |
| Siemens Fonds Invest GmbH | 74,035 | $11.5M | 1.37% | −4,089−5.2% | Reduced |
| Harbour Investments, Inc. | 73,746 | $11.5M | 0.37% | +10,255+16.2% | Added |
| Wellington Shields Capital Management, LLC | 73,623 | $11.5M | 1.38% | +2,586+3.6% | Added |
| Brookstone Capital Management | 73,504 | $11.4M | 0.21% | +36,585+99.1% | Added |
| TownSquare Capital, LLC | 74,564 | $11.4M | 0.37% | +4,341+6.2% | Added |
| Northern Oak Wealth Management Inc | 73,466 | $11.4M | 1.38% | −942−1.3% | Reduced |
| Farmers Trust Co | 73,352 | $11.4M | 2.53% | +3,894+5.6% | Added |
| Eagle Ridge Investment Management | 73,317 | $11.4M | 1.32% | −1,356−1.8% | Reduced |
| Trust Co of Toledo NA | 73,262 | $11.4M | 1.92% | −883−1.2% | Reduced |
| Chicago Partners Investment Group LLC | 75,048 | $11.4M | 0.85% | −959−1.3% | Reduced |
| WealthBridge Investment Counsel Inc. | 72,980 | $11.4M | 5.02% | −955−1.3% | Reduced |
| Foster & Motley Inc | 72,833 | $11.3M | 0.95% | −2,529−3.4% | Reduced |
| Everence Capital Management Inc | 72,405 | $11.3M | 0.93% | +2,480+3.5% | Added |
| Hoertkorn Richard Charles | 72,341 | $11.3M | 5.04% | −469−0.6% | Reduced |
| Buckingham Capital Management, Inc. | 72,290 | $11.2M | 1.82% | −2,439−3.3% | Reduced |
| Resource Management, LLC | 72,044 | $11.2M | 1.28% | +320+0.4% | Added |
| Moreno Evelyn V | 71,981 | $11.2M | 2.63% | −5,920−7.6% | Reduced |
| Great Lakes Advisors, LLC | 71,634 | $11.1M | 0.17% | +1,133+1.6% | Added |
| King Wealth | 71,557 | $11.1M | 2.28% | +1,419+2.0% | Added |
| Park Avenue Securities LLC | 71,556 | $11.1M | 0.24% | +3,799+5.6% | Added |