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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

Q3 2021 vs. Q2 2021

How the institutions holding JPMorgan Chase & Co changed between Q2 2021 and Q3 2021.

All holders in Q3 2021All holders in Q2 2021

13F holders of JPM: Q2 2021 compared with Q3 2021
MeasureQ2 2021Of which not filed for Q3 2021Q3 2021Change
Holders3,246483,239+41
Shares2.12B4.17M2.09B−25.0M (−1.2%)
Value$329.3B$649.1M$342.0B+$13.4B (+4.1%)

48 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so the changes leave them out.

New holders (131)

Institutions that held JPMorgan Chase & Co at the end of Q3 2021 but not at the end of Q2 2021.

Showing the largest 100 of 131 by value.

Institutions new to JPM in Q3 2021
InstitutionSharesValue% of portfolio
Pictet Asset Management SA1,872,907$306.6M0.34%
Capital Group Private Client Services, Inc.1,144,907$187.4M2.17%
ADAMCAPITAL Gestao de Recursos Ltda.904,516$148.1M17.08%
Tredje AP-fonden508,908$83.3M1.75%
Bokf, NA381,502$62.4M1.07%
Smith Group Asset Management, LLC307,686$50.4M2.58%
Badgley Phelps Wealth Managers, LLC294,256$48.2M1.75%
Graticule Asia Macro Advisors LLC167,581$27.4M5.16%
U.S. Capital Wealth Advisors, LLC144,692$23.4M1.01%
Liontrust Investment Partners LLP113,000$18.5M0.26%
Soros Fund Management LLCSuperinvestorSoros Fund Management112,280$18.4M0.36%
Omers Administration Corp108,564$17.8M0.26%
Transcend Wealth Collective, LLC98,643$16.9M1.52%
Baxter Bros Inc102,768$16.8M2.69%
Psagot Value Holdings Ltd. / (Israel)90,984$14.9M2.57%
Ferris Capital, LLC80,264$13.5M2.88%
Brookfield Asset Management Inc.79,858$13.1M0.05%
ARS Wealth Advisors Group, LLC71,028$11.6M2.11%
Tompkins Financial Corp65,047$10.6M1.95%
Weiss Multi-Strategy Advisers LLC62,500$10.2M0.22%
Stevens Capital Management LP61,013$9.99M4.19%
Quantitative Investment Management, LLC44,643$7.31M0.66%
Black Swift Group, LLC43,597$7.14M3.23%
Alight Capital Management LP40,000$6.55M2.41%
CastleArk Alternatives, LLC38,070$6.23M0.24%
Shorepoint Capital Partners LLC37,970$6.21M2.79%
FORA Capital, LLC37,037$6.06M1.53%
Bell & Brown Wealth Advisors, LLC31,177$5.10M2.75%
Nicholas Investment Partners, LP30,000$4.91M0.36%
Leuthold Group, LLC29,613$4.85M0.59%
Essex LLC29,427$4.82M1.34%
JB Capital LLC28,281$4.63M0.60%
Herold Advisors, Inc.26,265$4.30M1.67%
Crestline Management, LP25,251$4.13M0.39%
Roberts Wealth Advisors, LLC23,464$3.84M1.52%
Cordatus Wealth Management LLC21,468$3.51M2.70%
Studio Investment Management LLC20,648$3.38M1.45%
Gsa Capital Partners LLP15,807$2.59M0.26%
Israel Discount Bank of New York13,342$2.18M1.48%
6 Meridian12,926$2.12M0.17%
Peak Planning Group, LLC10,855$1.78M1.53%
Arabesque Asset Management Ltd10,154$1.66M0.56%
Fluent Financial, LLC10,086$1.65M0.70%
Granite Point Capital Management, L.P.10,000$1.64M0.63%
US Asset Management LLC9,708$1.59M1.54%
Lion Street Advisors, LLC9,581$1.57M0.85%
Philo Smith Capital Corp9,550$1.56M0.67%
Kapitalo Investimentos Ltda8,500$1.39M0.76%
McElhenny Sheffield Capital Management, LLC8,372$1.37M0.62%
Keeley-Teton Advisors, LLC8,173$1.34M0.15%
Antonetti Capital Management LLC8,144$1.33M1.09%
San Luis Wealth Advisors LLC8,039$1.32M0.73%
Altman Advisors, Inc.7,650$1.30M0.72%
Advus Financial Partners, LLC7,696$1.22M0.67%
E Fund Management Co., Ltd.6,568$1.07M0.04%
Tennessee Valley Asset Management Partners6,416$1.05M0.40%
Kozak & Associates, Inc.6,249$1.04M0.62%
Blueprint Investment Partners LLC5,423$888.0K0.44%
Virtu Financial LLC5,020$822.0K0.07%
Independent Wealth Network Inc.4,746$809.0K0.53%
First National Bank4,857$795.0K0.75%
Simplex Trading, LLC4,940$775.0K0.03%
Diamant Asset Management, Inc.4,661$763.0K0.63%
Alyeska Investment Group, L.P.4,549$745.0K0.01%
Angeles Investment Advisors, LLC3,826$626.0K0.04%
Strong Tower Advisory Services3,878$624.0K0.36%
Robbins Farley LLC3,511$575.0K0.42%
Five Oceans Advisors3,431$562.0K0.65%
NFP Retirement, Inc.3,255$532.8K0.22%
Provident Trust Co3,232$529.0K0.01%
Cypress Capital, LLC3,218$527.0K0.07%
Market Street Wealth Management Advisors LLC3,216$526.0K0.21%
Wolff Financial Management LLC3,216$526.0K0.46%
Botty Investors LLC3,198$523.0K0.16%
Gryphon International Investment CORP2,972$486.0K1.66%
Swaine & Leidel Wealth Services, LLC2,961$484.0K0.43%
Magnolia Capital Management Ltd2,925$479.0K0.41%
Hendershot Investments Inc.2,908$476.0K0.09%
TNF LLC2,956$473.0K0.20%
Financial Council Asset Management Inc2,844$466.0K0.66%
CMT Capital Markets Trading GmbH2,800$465.0K0.18%
Two Sigma Securities, LLC2,396$392.0K0.08%
Qube Research & Technologies Ltd2,364$387.0K0.00%
Cahaba Wealth Management, Inc.2,192$358.0K0.05%
FSA Wealth Management LLC2,180$357.0K0.22%
Coyle Financial Counsel LLC2,168$355.0K0.21%
St. Clair Advisors, LLC2,166$354.6K0.25%
BEAM Asset Management, LLC2,083$341.0K0.29%
Wescott Financial Advisory Group, LLC2,079$340.0K0.19%
First Pacific Financial2,060$337.0K0.18%
Petix & Botte Co2,014$329.0K0.11%
Salomon & Ludwin, LLC1,948$319.0K0.05%
CFS Investment Advisory Services, LLC1,813$297.0K0.04%
Smith & Howard Wealth Management, LLC1,769$290.0K0.14%
AlphaCore Capital LLC1,691$277.0K0.14%
Stoneridge Investment Partners LLC1,637$268.0K0.13%
Zeke Capital Advisors, LLC1,625$266.0K0.02%
Charles Schwab Investment Advisory, Inc.1,607$263.0K0.00%
Polar Asset Management Partners Inc.1,510$247.0K0.00%
Summit Place Financial Advisors, LLC1,499$245.0K0.18%

Sold out (90)

Institutions that held JPMorgan Chase & Co at the end of Q2 2021 and filed for Q3 2021 without it.

Institutions that sold out of JPM in Q3 2021
InstitutionShares, Q2 2021Value, Q2 2021
Consulta Ltd717,500$111.6M
Prana Capital Management, LP326,619$50.8M
Thunderbird Partners LLP300,113$46.7M
Pactiv General Employee Benefit Trust236,850$36.8M
Itau Unibanco Holding S.A.122,053$19.0M
Exane Asset Management99,673$15.5M
Gendell Jeffrey L80,000$12.4M
Fullerton Fund Management Co Ltd.70,623$11.0M
Two Sigma Investments, LP70,294$10.9M
BP PLC68,065$10.6M
Martingale Asset Management L P61,859$9.62M
Investidor Profissional Gestao de Recursos Ltda.55,936$8.70M
Duality Advisers, LP52,352$8.14M
Pensionfund Sabic44,000$6.84M
Mader & Shannon Wealth Management, Inc.39,476$6.14M
Banco BTG Pactual S.A.39,463$6.14M
Barometer Capital Management Inc.37,988$5.87M
Walleye Trading LLC37,203$5.79M
Ally Financial Inc.35,000$5.44M
Claudia M.P. Batlle, CRP (R) LLC32,931$5.12M
Graham Capital Management, L.P.30,000$4.67M
Van Den Berg Management I, Inc28,917$4.50M
Origin Asset Management LLP28,672$4.46M
Cramer Rosenthal McGlynn LLC27,505$4.28M
HBK Investments L P21,631$3.36M
Anson Funds Management LP20,000$3.11M
Northstar Advisory Group, LLC19,763$3.07M
Centre Asset Management, LLC16,120$2.51M
Jump Financial, LLC15,920$2.48M
Pearl River Capital, LLC14,398$2.24M
Partners Capital Investment Group, LLP13,825$2.15M
L2 Asset Management, LLC13,383$2.08M
Legato Capital Management LLC13,110$2.04M
Mainstay Capital Management LLC11,774$1.83M
Clough Capital Partners L P11,420$1.78M
Jackson Wealth Management, LLC10,983$1.71M
Beck Capital Management, LLC10,581$1.65M
Northeast Financial Group, Inc.10,579$1.65M
Leverage Partners Absolute Return Fund SPC10,000$1.55M
Capital Markets Trading UK LLP7,556$1.18M
Ballew Advisors, Inc6,997$1.09M
Truadvice, LLC6,462$979.0K
Madden Securities Corp6,229$969.0K
Mirabella Financial Services LLP5,496$855.0K
Mint Tower Capital Management B.V.5,361$834.0K
17 Capital Partners, LLC5,205$810.0K
Mizuho Markets Cayman LP4,937$768.0K
Bridgefront Capital, LLC4,275$665.0K
Mark Asset Management LP4,073$634.0K
Shulman DeMeo Asset Management LLC3,672$571.0K
Susquehanna International Group Ltd.3,652$568.0K
Fox Run Management, L.L.C.3,489$543.0K
Schwab Charitable Fund3,150$490.0K
Driehaus Capital Management LLC3,110$484.0K
Acorn Financial Advisory Services Inc2,807$437.0K
Paragon Capital Management LLC2,438$379.0K
Jones Road Capital Management, L.P.2,075$323.0K
Riverpoint Wealth Management Holdings, LLC2,062$321.0K
Kerntke Otto McGlone Wealth Management Group2,021$314.0K
Campbell & CO Investment Adviser LLC2,000$311.0K
Alpine Global Management, LLC1,868$291.0K
Peregrine Asset Advisers, Inc.1,833$285.0K
Hanlon Investment Management, Inc.1,750$272.0K
Boothbay Fund Management, LLC1,654$257.0K
Ramsey Quantitative Systems1,610$250.0K
LFA - Lugano Financial Advisors SA1,598$249.0K
Algert Global LLC1,595$248.0K
Clarkston Capital Partners, LLC1,525$237.0K
Harbour Investment Management LLC1,427$222.0K
SageGuard Financial Group, LLC1,375$214.0K
Engineers Gate Manager LP1,345$209.0K
Peak Financial Advisors LLC1,337$208.0K
NFC Investments, LLC1,333$207.0K
Camarda Financial Advisors, LLC1,311$204.0K
Dark Forest Capital Management LP1,184$184.0K
KB Financial Partners, LLC1,177$183.0K
Financial Insights, Inc.1,113$173.1K
Beck Bode, LLC1,094$170.0K
Ford Financial Group, LLC1,064$165.0K
Paradigm, Strategies in Wealth Management, LLC1,046$163.0K
Personal Wealth Partners695$108.0K
CenterStar Asset Management, LLC–$93.0K
Flagship Private Wealth, LLC543$83.4K
Caas Capital Management LP283$44.0K
Gladius Capital Management LP263$41.0K
Mach-1 Financial Group, Inc.215$33.0K
Emerald Advisers, LLC100$16.0K
FNY Investment Advisers, LLC70$10.0K
First Command Advisory Services, Inc.60$9.00K
NuWave Investment Management, LLC9$1.00K

Not filed for Q3 2021 yet (48)

Institutions that held JPMorgan Chase & Co at the end of Q2 2021 and haven't filed a 13F for Q3 2021. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding JPM in Q2 2021 that haven't filed for Q3 2021
InstitutionShares, Q2 2021Value, Q2 2021
Pictet Asset Management Ltd1,714,923$266.7M
Smith Asset Management Group LP317,777$49.4M
Badgley Phelps & Bell Inc285,094$44.3M
Pinnacle Wealth Advisors276,277$43.0M
Kimelman & Baird, LLC264,421$41.1M
QS Investors, LLC146,796$22.8M
Snow Capital Management LP140,423$21.8M
Usca Ria LLC130,738$20.3M
Oakwood Capital Management LLC85,809$13.3M
First Horizon Corp70,952$11.0M
ARS Wealth Advisors, LLC69,710$10.8M
Bel Air Investment Advisors LLC66,763$10.4M
CWM, LLC62,369$9.70M
Princeton Portfolio Strategies Group LLC59,167$9.20M
Allegiant Private Advisors, LLC58,625$9.12M
M Holdings Securities, Inc.47,144$7.33M
Northstar Investment Advisors LLC47,926$7.27M
Taal Capital Management LP45,000$7.00M
Western Wealth Management, LLC34,290$5.34M
Nachman Norwood & Parrott, Inc26,811$4.17M
Geier Asset Management, Inc.23,528$3.66M
Coe Capital Management, LLC22,386$3.48M
MACRO Consulting Group17,309$2.69M
Rollins Financial16,722$2.60M
HWG Holdings LP15,741$2.45M
Kensington Investment Counsel, LLC11,719$1.82M
San Francisco Sentry Investment Group (Ca)11,700$1.82M
Vontobel Swiss Wealth Advisors AG10,660$1.66M
Elmwood Wealth Management, Inc.10,060$1.56M
GoalVest Advisory LLC10,036$1.56M
PhiloSmith Capital Corp9,550$1.49M
PNC Managed Account Solutions, Inc.9,102$1.42M
Glenview State Bank Trust Dept.8,876$1.38M
Pratt Collard Advisory Partners LLC6,683$1.04M
CWS Financial Advisors, LLC6,237$970.0K
Castleview Partners, LLC5,976$929.0K
Financial Consulate Inc.5,187$807.0K
Novak Financial Planning, LLC3,216$500.0K
Wechter Feldman Wealth Management, Inc.3,154$491.0K
Hoover Financial Advisors, Inc.2,471$384.0K
20/20 Capital Management, Inc.2,209$344.0K
Firethorn Wealth Partners, LLC1,918$298.0K
Planned Solutions, Inc.1,888$294.0K
Horan Securities, Inc.1,870$291.0K
Treybourne Wealth Planners, Inc.1,756$273.0K
Triune Financial Partners, LLC1,673$260.2K
Cowen Prime Services LLC1,395$217.0K
FormulaFolio Investments, LLC286$45.0K