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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; 5,156 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, Q3 2021

Institutional positions in JPMorgan Chase & Co as of Sep 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
3,239
+41 vs. Q2 2021
Shares held
2.09B
−25.0M (−1.2%) vs. Q2 2021
Total value
$342.0B
+$13.4B (+4.1%) vs. Q2 2021
New holders
131
1,512 more added
Sold out
90
1,228 more reduced

48 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2021: 3,239 institutions
Q1 2021: 3,218 institutionsQ2 2021: 3,246 institutionsQ3 2021: 3,239 institutionsQ4 2021: 3,594 institutionsQ1 2022: 3,519 institutionsQ2 2022: 3,428 institutionsQ3 2022: 3,396 institutionsQ4 2022: 3,629 institutionsQ1 2023: 3,612 institutionsQ2 2023: 3,672 institutionsQ3 2023: 3,711 institutionsQ4 2023: 4,001 institutionsQ1 2024: 4,120 institutionsQ2 2024: 4,181 institutionsQ3 2024: 4,215 institutionsQ4 2024: 4,679 institutionsQ1 2025: 4,679 institutionsQ2 2025: 4,752 institutionsQ3 2025: 4,765 institutionsQ4 2025: 5,154 institutionsQ1 2026: 5,102 institutionsQ2 2026: 5,156 institutions
Value heldQ3 2021: $342.0B
Q1 2021: $330.3BQ2 2021: $329.3BQ3 2021: $342.0BQ4 2021: $330.1BQ1 2022: $278.9BQ2 2022: $229.3BQ3 2022: $212.9BQ4 2022: $278.3BQ1 2023: $266.3BQ2 2023: $297.6BQ3 2023: $297.0BQ4 2023: $351.8BQ1 2024: $414.5BQ2 2024: $416.2BQ3 2024: $429.4BQ4 2024: $490.0BQ1 2025: $494.6BQ2 2025: $582.4BQ3 2025: $618.0BQ4 2025: $639.5BQ1 2026: $572.0BQ2 2026: $643.7B
Institutions holding JPM and their total value by quarter
QuarterHoldersValue
Q2 20265,156$643.7B
Q1 20265,102$572.0B
Q4 20255,154$639.5B
Q3 20254,765$618.0B
Q2 20254,752$582.4B
Q1 20254,679$494.6B
Q4 20244,679$490.0B
Q3 20244,215$429.4B
Q2 20244,181$416.2B
Q1 20244,120$414.5B
Q4 20234,001$351.8B
Q3 20233,711$297.0B
Q2 20233,672$297.6B
Q1 20233,612$266.3B
Q4 20223,629$278.3B
Q3 20223,396$212.9B
Q2 20223,428$229.3B
Q1 20223,519$278.9B
Q4 20213,594$330.1B
Q3 20213,239$342.0B
Q2 20213,246$329.3B
Q1 20213,218$330.3B

Institutions, Q3 2021

Shares, value and share of portfolio for each institution holding JPMorgan Chase & Co; share changes are against Q2 2021.

Institutions holding JPM in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Clear Investment Research, LLC2$00.00%+1+100.0%Added
Delos Wealth Advisors, LLC3$00.00%+3New
Transamerica Financial Advisors, Inc.5$1.00K0.03%−2−28.6%Reduced
Alpha Paradigm Partners, LLC13$2.00K0.00%00.0%Unchanged
Macroview Investment Management LLC18$3.00K0.00%00.0%Unchanged
Davidson Capital Management Inc.16$3.00K0.00%+3+23.1%Added
C M Bidwell & Associates Ltd35$6.00K0.00%00.0%Unchanged
Regency Capital Management Inc.34$6.00K0.00%00.0%Unchanged
Robinson Value Management, Ltd.37$6.00K0.01%+37New
True Link Financial Advisors, LLC43$7.00K0.00%−100−69.9%Reduced
Cordant, Inc.45$7.00K0.00%+45New
Lowe Wealth Advisors, LLC50$8.00K0.00%−50−50.0%Reduced
Your Advocates Ltd., LLP50$8.00K0.01%00.0%Unchanged
Sageworth Trust Co70$11.0K0.00%−150−68.2%Reduced
Ranger Investment Management, L.P.72$12.0K0.00%00.0%Unchanged
Carolina Wealth Advisors, LLC85$14.0K0.01%00.0%Unchanged
Johnson Midwest Financial, LLC92$15.0K0.01%00.0%Unchanged
Ravenstone Capital Management Inc.93$15.2K0.01%00.0%Unchanged
Red Cedar Capital, LLC100$16.0K0.01%00.0%Unchanged
ClariVest Asset Management LLC97$16.0K0.00%00.0%Unchanged
FAI Wealth Management100$16.0K0.01%00.0%Unchanged
Savior LLC100$17.0K0.02%−803−88.9%Reduced
Advanced Research Investment Solutions, LLC107$17.5K0.01%00.0%Unchanged
Navigation Wealth Management, Inc.110$19.0K0.12%00.0%Unchanged
HighMark Wealth Management LLC156$25.0K0.02%+1+0.6%Added
Retirement Group, LLC151$25.0K0.01%00.0%Unchanged
HBC Financial Services, PLLC148$25.0K0.02%00.0%Unchanged
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.160$26.0K0.02%+80+100.0%Added
Wealthstreet Investment Advisors, LLC166$27.0K0.75%00.0%Unchanged
USA Financial Portformulas Corp169$28.0K0.03%−10,993−98.5%Reduced
McCarthy Grittinger Financial Group, LLC173$28.3K0.01%+173New
Clear Perspectives Financial Planning, LLC175$29.0K0.01%00.0%Unchanged
Tfo-TDC, LLC185$30.0K0.01%+4+2.2%Added
MBM Wealth Consultants, LLC195$32.0K0.01%00.0%Unchanged
Red Tortoise LLC304$32.0K0.03%+304New
Thomas J. Herzfeld Advisors, Inc.209$34.0K0.02%−12−5.4%Reduced
Bellwether Advisors, LLC223$36.0K0.01%00.0%Unchanged
Turim 21 Investimentos Ltda.234$38.0K0.02%00.0%Unchanged
Danda Trouve Investment Management, Inc.252$41.0K0.05%+1+0.4%Added
Laurel Wealth Planning LLC252$41.0K0.03%+125+98.4%Added
Iron Horse Wealth Management, LLC290$47.0K0.03%00.0%Unchanged
Lumature Wealth Partners, LLC308$50.0K0.02%−15−4.6%Reduced
Advocacy Wealth Management Services, LLC309$51.0K0.01%+150+94.3%Added
Lloyd Advisory Services, LLC.351$57.0K0.03%−10−2.8%Reduced
Enterprise Trust & Investment Co360$59.0K0.02%00.0%Unchanged
PFG Private Wealth Management, LLC358$59.0K0.03%+358New
MayTech Global Investments, LLC375$61.0K0.01%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC374$61.0K0.02%+222+146.1%Added
Veritas Investment Management (UK) Ltd380$62.0K0.01%00.0%Unchanged
Cedar Mountain Advisors, LLC388$64.0K0.02%+63+19.4%Added
Barnett & Company, Inc.400$65.0K0.05%00.0%Unchanged
Ten Capital Wealth Advisors, LLC412$67.0K0.03%−48−10.4%Reduced
Horizon Financial Services, LLC415$68.0K0.04%+400+2,666.7%Added
Tower View Investment Management & Research LLC428$70.0K0.04%+202+89.4%Added
Activest Wealth Management431$71.0K0.05%+319+284.8%Added
Acima Private Wealth, LLC459$75.0K0.03%00.0%Unchanged
McClarren Financial Advisors, Inc.478$78.0K0.06%+12+2.6%Added
Bay Harbor Wealth Management, LLC510$83.0K0.04%−2−0.4%Reduced
Stuart Chaussee & Associates, Inc.508$83.0K0.13%00.0%Unchanged
Estate Counselors, LLC555$90.0K0.01%00.0%Unchanged
Standard Family Office LLC555$91.0K0.03%−13,061−95.9%Reduced
Financial Avengers, Inc.557$91.0K0.06%+2+0.4%Added
Valley Forge Investment Consultants Inc Adv561$92.0K0.05%+112+24.9%Added
Harding Loevner LP641$105.0K0.00%00.0%Unchanged
Larson Financial Group LLC699$114.0K0.02%−99−12.4%Reduced
Lake Point Wealth Management701$115.0K0.05%+1+0.1%Added
McCarthy Asset Management, Inc.708$116.0K0.09%00.0%Unchanged
Tucker Asset Management LLC695$118.1K0.04%+355+104.4%Added
Hillsdale Investment Management Inc.730$119.0K0.01%−740−50.3%Reduced
Resolute Partners Group726$119.0K0.02%00.0%Unchanged
West Financial Advisors, LLC750$123.0K0.04%00.0%Unchanged
Private Ocean, LLC783$128.0K0.02%+43+5.8%Added
WFA of San Diego, LLC797$130.0K0.09%+797New
Ellis Investment Partners, LLC823$134.0K0.03%+102+14.1%Added
Cordasco Financial Network833$136.0K0.09%−121−12.7%Reduced
Bell Investment Advisors, Inc851$139.0K0.04%+851New
HC Financial Advisors Inc868$142.0K0.09%00.0%Unchanged
IAG Wealth Partners, LLC887$146.0K0.05%00.0%Unchanged
Capital Directions Investment Advisors, LLC902$148.0K0.05%+510+130.1%Added
Versant Capital Management, Inc924$151.0K0.05%+113+13.9%Added
Ogorek Anthony Joseph953$155.0K0.07%+38+4.2%Added
Baldrige Asset Management LLC952$156.0K0.06%−44−4.4%Reduced
JJJ Advisors Inc.979$160.0K0.06%+118+13.7%Added
Stonebridge Financial Planning Group, LLC950$162.0K0.08%−100−9.5%Reduced
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna997$163.2K0.04%+341+52.0%Added
PrairieView Partners, LLC1,000$164.0K0.02%00.0%Unchanged
Cutler Capital Management, LLC1,000$164.0K0.06%00.0%Unchanged
O'Brien Wealth Partners LLC980$165.0K0.06%−585−37.4%Reduced
Financial Enhancement Group LLC1,019$167.0K0.03%−43−4.0%Reduced
Newton One Investments LLC1,019$167.0K0.12%00.0%Unchanged
Cribstone Capital Management, LLC1,046$171.0K0.10%00.0%Unchanged
RPg Family Wealth Advisory, LLC1,050$171.9K0.07%00.0%Unchanged
Lountzis Asset Management, LLC1,050$171.9K0.11%00.0%Unchanged
Kelly Financial Services LLC1,064$174.1K0.10%−184,318−99.4%Reduced
MD Financial Management Inc.1,074$176.0K0.00%−125−10.4%Reduced
Atlas Private Wealth Advisors1,073$176.0K0.09%+2+0.2%Added
Coastal Capital Group, Inc.1,079$177.0K0.04%−170−13.6%Reduced
Mizuho Securities Co. Ltd.1,093$179.0K0.05%+551+101.7%Added
Core Wealth Advisors, Inc.1,097$180.0K0.12%−87−7.3%Reduced
Holloway Wealth Management, LLC–$180.0K0.05%––