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; 5,158 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 5,158 | $643.7B |
| Q1 2026 | 5,103 | $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 | 4,680 | $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 | 3,710 | $297.0B |
| Q2 2023 | 3,672 | $297.6B |
| Q1 2023 | 3,612 | $266.3B |
| Q4 2022 | 3,628 | $278.3B |
| Q3 2022 | 3,395 | $212.9B |
| Q2 2022 | 3,427 | $229.3B |
| Q1 2022 | 3,519 | $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, Q3 2021
Shares, value and share of portfolio for each institution holding JPMorgan Chase & Co; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Gilbert & Cook, Inc. | 6,989 | $1.14M | 0.20% | +39+0.6% | Added |
| Northside Capital Management, LLC | 7,021 | $1.15M | 0.32% | 00.0% | Unchanged |
| Meridian Financial Partners LLC | 7,163 | $1.15M | 0.77% | −26−0.4% | Reduced |
| Baystate Wealth Management LLC | 7,044 | $1.15M | 0.11% | +247+3.6% | Added |
| Personal Cfo Solutions, LLC | 7,068 | $1.16M | 0.24% | +92+1.3% | Added |
| Carolinas Wealth Consulting LLC | 7,089 | $1.16M | 0.27% | −450−6.0% | Reduced |
| Wealth Management Partners, LLC | 7,087 | $1.16M | 0.86% | −29−0.4% | Reduced |
| Wealth Alliance Advisory Group, LLC | 7,120 | $1.17M | 0.57% | +108+1.5% | Added |
| Cerro Pacific Wealth Advisors LLC | 7,145 | $1.17M | 0.84% | −1,888−20.9% | Reduced |
| First Quadrant L P | 7,169 | $1.17M | 0.14% | +471+7.0% | Added |
| Stephenson National Bank & Trust | 7,180 | $1.18M | 0.75% | +350+5.1% | Added |
| HMS Capital Management, LLC | 7,176 | $1.18M | 0.55% | +976+15.7% | Added |
| AllSquare Wealth Management LLC | 7,196 | $1.18M | 0.70% | −200−2.7% | Reduced |
| Collective Family Office LLC | 7,198 | $1.18M | 0.51% | +51+0.7% | Added |
| Halbert Hargrove Global Advisors, LLC | 7,195 | $1.18M | 0.08% | +175+2.5% | Added |
| Alesco Advisors LLC | 7,205 | $1.18M | 0.04% | 00.0% | Unchanged |
| Sippican Capital Advisors | 7,215 | $1.18M | 1.02% | −95−1.3% | Reduced |
| Proffitt & Goodson Inc | 7,215 | $1.18M | 0.22% | 00.0% | Unchanged |
| Insight Advisors, LLC | 7,024 | $1.18M | 0.35% | +558+8.6% | Added |
| Armbruster Capital Management, Inc. | 7,287 | $1.19M | 0.34% | 00.0% | Unchanged |
| Paulson Wealth Management Inc. | 7,314 | $1.20M | 0.57% | −354−4.6% | Reduced |
| Iron Financial, LLC | 7,310 | $1.20M | 0.57% | −111−1.5% | Reduced |
| M. Kraus & Co | 7,313 | $1.20M | 0.43% | +11+0.2% | Added |
| Atlas Capital Advisors LLC | 7,317 | $1.20M | 0.19% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 7,331 | $1.20M | 0.17% | +273+3.9% | Added |
| Insight Wealth Strategies, LLC | 7,334 | $1.20M | 0.17% | +444+6.4% | Added |
| Bouchey Financial Group Ltd | 7,332 | $1.20M | 0.17% | +1,195+19.5% | Added |
| Signet Financial Management, LLC | 7,357 | $1.20M | 0.21% | +1,091+17.4% | Added |
| Carmichael Hill & Associates, Inc. | 7,397 | $1.21M | 0.68% | +41+0.6% | Added |
| IFG Advisors, LLC | 7,398 | $1.21M | 0.56% | +66+0.9% | Added |
| MBA Advisors LLC | 7,435 | $1.22M | 0.90% | +30.0% | Added |
| Princeton Capital Management LLC | 7,442 | $1.22M | 0.39% | −36−0.5% | Reduced |
| Purus Wealth Management, LLC | 7,438 | $1.22M | 0.84% | +281+3.9% | Added |
| Advus Financial Partners, LLC | 7,696 | $1.22M | 0.67% | +7,696 | New |
| VisionPoint Advisory Group, LLC | 7,253 | $1.22M | 0.54% | −1,625−18.3% | Reduced |
| Weather Gauge Advisory, LLC | 7,448 | $1.22M | 1.57% | −493−6.2% | Reduced |
| First National Bank Sioux Falls | 7,465 | $1.22M | 2.05% | 00.0% | Unchanged |
| Prudent Man Advisors, LLC | 7,479 | $1.22M | 0.46% | +7+0.1% | Added |
| Orrstown Financial Services Inc | 7,485 | $1.23M | 1.94% | −771−9.3% | Reduced |
| Renaissance Group LLC | 7,519 | $1.23M | 0.05% | −223−2.9% | Reduced |
| High Falls Advisors, Inc | 7,535 | $1.23M | 0.33% | −13−0.2% | Reduced |
| Aspireon Wealth Advisors | 7,541 | $1.23M | 0.90% | −100−1.3% | Reduced |
| Loudon Investment Management, LLC | 7,545 | $1.24M | 0.88% | +103+1.4% | Added |
| Focused Wealth Management, Inc | 7,558 | $1.24M | 0.20% | −549−6.8% | Reduced |
| JFS Wealth Advisors, LLC | 7,556 | $1.24M | 0.13% | −363−4.6% | Reduced |
| Voya Financial Advisors, Inc. | 7,459 | $1.24M | 0.15% | +699+10.3% | Added |
| DRW Securities, LLC | 7,571 | $1.24M | 0.37% | +124+1.7% | Added |
| QP Wealth Management, LLC | 7,633 | $1.25M | 1.34% | −127−1.6% | Reduced |
| InTrack Investment Management Inc | 7,363 | $1.25M | 0.91% | −1,845−20.0% | Reduced |
| Cornerstone National Bank & Trust Co | 7,637 | $1.25M | 0.55% | +319+4.4% | Added |
| Doheny Asset Management | 7,689 | $1.26M | 0.90% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 7,742 | $1.27M | 0.56% | +1,130+17.1% | Added |
| Alhambra Investment Partners LLC | 7,748 | $1.27M | 0.97% | −150−1.9% | Reduced |
| Mather Group, LLC. | 7,813 | $1.28M | 0.03% | −841−9.7% | Reduced |
| Hall Laurie J Trustee | 7,820 | $1.28M | 0.49% | −275−3.4% | Reduced |
| Richard P Slaughter Associates Inc | 7,820 | $1.28M | 0.51% | +648+9.0% | Added |
| Clearview Wealth Advisors LLC | 7,837 | $1.28M | 0.81% | +195+2.6% | Added |
| McLean Asset Management Corp | 7,494 | $1.28M | 0.49% | +757+11.2% | Added |
| Pflug Koory, LLC | 7,850 | $1.28M | 0.70% | −600−7.1% | Reduced |
| Ironwood Investment Management LLC | 7,848 | $1.28M | 0.67% | 00.0% | Unchanged |
| Fortress Wealth Group, LLC | 7,849 | $1.28M | 1.11% | +683+9.5% | Added |
| Samalin Investment Counsel, LLC | 7,887 | $1.29M | 0.84% | −95−1.2% | Reduced |
| Crumly & Associates Inc. | 7,888 | $1.29M | 0.60% | +1,225+18.4% | Added |
| TD Ameritrade Investment Management, LLC | 13,479 | $1.30M | 0.01% | +803+6.3% | Added |
| Probity Advisors, Inc. | 7,930 | $1.30M | 0.27% | −158−2.0% | Reduced |
| Altman Advisors, Inc. | 7,650 | $1.30M | 0.72% | +7,650 | New |
| New Jersey Better Educational Savings Trust | 7,951 | $1.30M | 2.58% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 7,949 | $1.30M | 0.12% | +100+1.3% | Added |
| Garrison Point Advisors, LLC | 7,957 | $1.30M | 0.95% | +30+0.4% | Added |
| Sky Investment Group LLC | 7,953 | $1.30M | 0.29% | +429+5.7% | Added |
| Cooper Financial Group | 7,983 | $1.31M | 0.27% | +114+1.4% | Added |
| Mitchell Sinkler & Starr | 7,985 | $1.31M | 1.18% | +223+2.9% | Added |
| Corsicana & Co. | 7,990 | $1.31M | 0.83% | +175+2.2% | Added |
| Krane Funds Advisors LLC | 7,997 | $1.31M | 0.03% | −895−10.1% | Reduced |
| GoodHaven Capital Management, LLC | 8,000 | $1.31M | 0.85% | 00.0% | Unchanged |
| LBMC Investment Advisors, LLC | 5,336 | $1.31M | 0.12% | −2,448−31.4% | Reduced |
| San Luis Wealth Advisors LLC | 8,039 | $1.32M | 0.73% | +8,039 | New |
| Plancorp, LLC | 8,054 | $1.32M | 0.09% | +396+5.2% | Added |
| Physicians Financial Services, Inc. | 8,057 | $1.32M | 0.53% | −225−2.7% | Reduced |
| Summit Financial Wealth Advisors, LLC | 8,087 | $1.32M | 0.30% | +511+6.7% | Added |
| Virtue Capital Management, LLC | 8,110 | $1.33M | 0.24% | −467−5.4% | Reduced |
| Shaker Investments LLC | 8,110 | $1.33M | 0.59% | +29+0.4% | Added |
| Accel Wealth Management | 8,117 | $1.33M | 0.86% | −14−0.2% | Reduced |
| Founders Financial Securities LLC | 8,125 | $1.33M | 0.27% | −338−4.0% | Reduced |
| Antonetti Capital Management LLC | 8,144 | $1.33M | 1.09% | +8,144 | New |
| MEMBERS Trust Co | 8,045 | $1.33M | 0.04% | +869+12.1% | Added |
| Keeley-Teton Advisors, LLC | 8,173 | $1.34M | 0.15% | +8,173 | New |
| Keel Point, LLC | 8,215 | $1.34M | 0.19% | +372+4.7% | Added |
| Sierra Capital LLC | 8,231 | $1.35M | 0.23% | +4,561+124.3% | Added |
| Relyea Zuckerberg Hanson LLC | 8,234 | $1.35M | 0.52% | +520+6.7% | Added |
| Fiducient Advisors LLC | 8,243 | $1.35M | 0.41% | −1,937−19.0% | Reduced |
| ELCO Management Co., LLC | 8,257 | $1.35M | 1.04% | +751+10.0% | Added |
| Legacy Bridge, LLC | 8,278 | $1.35M | 0.78% | +390+4.9% | Added |
| Beacon Financial Advisory LLC | 8,314 | $1.36M | 0.71% | +9+0.1% | Added |
| Executive Wealth Management, LLC | 8,330 | $1.36M | 0.15% | +294+3.7% | Added |
| Traverso Chambers Private Wealth Management, LLC | 8,344 | $1.37M | 0.43% | +96+1.2% | Added |
| Searle & Co. | 8,355 | $1.37M | 0.56% | 00.0% | Unchanged |
| Navalign, LLC | 8,365 | $1.37M | 0.58% | +112+1.4% | Added |
| Nations Financial Group Inc, | 8,366 | $1.37M | 0.21% | +1,131+15.6% | Added |
| McElhenny Sheffield Capital Management, LLC | 8,372 | $1.37M | 0.62% | +8,372 | New |