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 |
|---|---|---|---|---|---|
| South Street Advisors LLC | 8,384 | $1.37M | 0.26% | +4,472+114.3% | Added |
| Menard Financial Group LLC | 8,420 | $1.38M | 1.21% | +167+2.0% | Added |
| MONECO Advisors, LLC | 8,425 | $1.38M | 0.54% | +803+10.5% | Added |
| Wealth Management Associates, Inc. | 8,439 | $1.38M | 0.81% | +46+0.5% | Added |
| First National Bank & Trust Co of Newtown | 8,440 | $1.38M | 0.29% | −10−0.1% | Reduced |
| Green Harvest Asset Management LLC | 8,794 | $1.39M | 0.22% | +711+8.8% | Added |
| Global Trust Asset Management, LLC | 8,459 | $1.39M | 0.62% | +653+8.4% | Added |
| Opus Capital Group, LLC | 8,479 | $1.39M | 0.31% | −2,046−19.4% | Reduced |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 8,493 | $1.39M | 0.56% | −12,939−60.4% | Reduced |
| Silicon Hills Wealth Management, LLC | 8,499 | $1.39M | 0.95% | +69+0.8% | Added |
| Dividend Assets Capital, LLC | 8,495 | $1.39M | 0.28% | +850+11.1% | Added |
| Kapitalo Investimentos Ltda | 8,500 | $1.39M | 0.76% | +8,500 | New |
| O'Brien Greene & Co. Inc | 8,509 | $1.39M | 0.51% | 00.0% | Unchanged |
| Defined Wealth Management, LLC | 8,586 | $1.41M | 1.25% | +47+0.6% | Added |
| Thrive Capital Management, LLC | 8,627 | $1.41M | 1.04% | +1,240+16.8% | Added |
| Charter Oak Capital Management, LLC | 8,642 | $1.42M | 0.18% | +231+2.7% | Added |
| Salzhauer Michael | 8,660 | $1.42M | 0.64% | 00.0% | Unchanged |
| Prentice Wealth Management LLC | 8,691 | $1.42M | 0.69% | +78+0.9% | Added |
| Community Capital Management, Inc. | 8,700 | $1.42M | 1.48% | −2,500−22.3% | Reduced |
| Clarus Group, Inc. | 8,699 | $1.42M | 0.98% | +10.0% | Added |
| Caz Investments LP | 8,700 | $1.42M | 1.84% | 00.0% | Unchanged |
| Waddell & Associates, LLC | 8,741 | $1.43M | 0.24% | +972+12.5% | Added |
| Cutter & CO Brokerage, Inc. | 8,760 | $1.43M | 0.34% | +661+8.2% | Added |
| Derbend Asset Management | 8,772 | $1.44M | 1.35% | −581−6.2% | Reduced |
| Rowland & Co Investment Counsel | 15,275 | $1.44M | 0.49% | −4,738−23.7% | Reduced |
| Ayrshire Capital Management LLC | 8,789 | $1.44M | 0.82% | +53+0.6% | Added |
| CapWealth Advisors, LLC | 8,828 | $1.45M | 0.16% | −1,437−14.0% | Reduced |
| PSI Advisors, LLC | 8,888 | $1.45M | 0.67% | +1,307+17.2% | Added |
| Heartland Bank & Trust Co | 8,906 | $1.46M | 1.26% | −3,654−29.1% | Reduced |
| Royal Harbor Partners, LLC | 8,906 | $1.46M | 1.04% | −2,254−20.2% | Reduced |
| TLWM | 8,962 | $1.47M | 0.56% | +456+5.4% | Added |
| Cheviot Value Management, LLC | 8,975 | $1.47M | 0.38% | −10−0.1% | Reduced |
| Hummer Financial Advisory Services Inc | 8,972 | $1.47M | 1.36% | 00.0% | Unchanged |
| Orca Investment Management, LLC | 8,985 | $1.47M | 1.29% | −883−8.9% | Reduced |
| LVM Capital Management Ltd | 9,008 | $1.47M | 0.22% | +245+2.8% | Added |
| Howard Financial Services, Ltd. | 9,003 | $1.47M | 0.55% | +692+8.3% | Added |
| Vigilare Wealth Management | 9,002 | $1.47M | 0.91% | +2,299+34.3% | Added |
| Taylor Hoffman Wealth Management | 8,824 | $1.48M | 0.63% | +64+0.7% | Added |
| Ridgecrest Wealth Partners, LLC | 9,037 | $1.48M | 0.81% | +1,443+19.0% | Added |
| Phocas Financial Corp. | 9,057 | $1.48M | 0.19% | −9−0.1% | Reduced |
| Delphi Management Inc | 9,094 | $1.49M | 1.53% | +32+0.4% | Added |
| Hardy Reed LLC | 9,124 | $1.49M | 0.27% | −352−3.7% | Reduced |
| Financial Management Professionals, Inc. | 9,140 | $1.50M | 0.35% | +264+3.0% | Added |
| Hemenway Trust Co LLC | 9,168 | $1.50M | 0.15% | −57−0.6% | Reduced |
| Lionsbridge Wealth Management LLC | 9,195 | $1.50M | 1.62% | −126−1.4% | Reduced |
| Front Row Advisors LLC | 9,223 | $1.51M | 0.64% | +20+0.2% | Added |
| Hollow Brook Wealth Management LLC | 9,230 | $1.51M | 0.94% | 00.0% | Unchanged |
| Central Bank & Trust Co | 9,228 | $1.51M | 0.25% | +124+1.4% | Added |
| BerganKDV Wealth Management, LLC | 9,278 | $1.52M | 0.17% | +48+0.5% | Added |
| Ascension Asset Management LLC | 9,304 | $1.52M | 1.00% | 00.0% | Unchanged |
| Well Done, LLC | 9,312 | $1.52M | 0.34% | +682+7.9% | Added |
| MJP Associates Inc | 9,335 | $1.53M | 0.52% | +369+4.1% | Added |
| First Financial Corp | 9,346 | $1.53M | 1.02% | −512−5.2% | Reduced |
| Hemington Wealth Management | 9,338 | $1.53M | 0.56% | −253−2.6% | Reduced |
| One + One Wealth Management, LLC | 9,356 | $1.53M | 1.10% | 00.0% | Unchanged |
| Woodward Diversified Capital, LLC | 9,357 | $1.53M | 0.96% | +62+0.7% | Added |
| B&D White Capital Company, LLC | 9,373 | $1.53M | 0.59% | −131−1.4% | Reduced |
| Bennett Selby Investments LP | 9,374 | $1.53M | 1.00% | −28−0.3% | Reduced |
| Windsor Creek Advisors, LLC | 9,384 | $1.54M | 0.69% | +11+0.1% | Added |
| Vista Investment Management | 9,386 | $1.54M | 0.90% | +113+1.2% | Added |
| Orion Capital Management LLC | 9,390 | $1.54M | 0.93% | −130−1.4% | Reduced |
| Paloma Partners Management Co | 9,400 | $1.54M | 0.07% | +4,998+113.5% | Added |
| West Family Investments, Inc. | 9,426 | $1.54M | 0.41% | +528+5.9% | Added |
| Capital One Financial Corp | 9,455 | $1.55M | 0.19% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 9,464 | $1.55M | 0.29% | +3,936+71.2% | Added |
| Citadel Investment Advisory, Inc. | 9,490 | $1.55M | 0.96% | 00.0% | Unchanged |
| Bell Bank | 9,495 | $1.55M | 0.19% | −985−9.4% | Reduced |
| Trust Investment Advisors | 9,517 | $1.56M | 1.39% | −58−0.6% | Reduced |
| Philo Smith Capital Corp | 9,550 | $1.56M | 0.67% | +9,550 | New |
| Sage Rhino Capital LLC | 9,563 | $1.56M | 0.48% | +6+0.1% | Added |
| Lion Street Advisors, LLC | 9,581 | $1.57M | 0.85% | +9,581 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 9,616 | $1.57M | 0.09% | +200+2.1% | Added |
| First Bank & Trust | 9,625 | $1.57M | 0.72% | −186−1.9% | Reduced |
| Tempus Wealth Planning, LLC | 9,660 | $1.58M | 0.90% | +403+4.4% | Added |
| KC Investment Advisors, LLC | 9,680 | $1.58M | 1.28% | +148+1.6% | Added |
| US Asset Management LLC | 9,708 | $1.59M | 1.54% | +9,708 | New |
| Onyx Bridge Wealth Group LLC | 9,544 | $1.59M | 0.60% | +2,496+35.4% | Added |
| Burgundy Asset Management Ltd. | 9,761 | $1.60M | 0.02% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 9,816 | $1.61M | 0.26% | 00.0% | Unchanged |
| Covenant Partners, LLC | 9,837 | $1.61M | 0.63% | 00.0% | Unchanged |
| Colton Groome Financial Advisors, LLC | 9,880 | $1.62M | 0.70% | −45−0.5% | Reduced |
| CFO4Life Group, LLC | 9,877 | $1.62M | 0.38% | +1,515+18.1% | Added |
| Optimal Asset Management, Inc. | 9,883 | $1.62M | 0.20% | +12+0.1% | Added |
| Bingham Osborn & Scarborough LLC | 9,893 | $1.62M | 0.11% | +296+3.1% | Added |
| Uncommon Cents Investing LLC | 9,922 | $1.62M | 0.66% | +350+3.7% | Added |
| Oder Investment Management, LLC | 9,974 | $1.63M | 2.39% | −22−0.2% | Reduced |
| Holowesko Partners Ltd. | 10,000 | $1.64M | 0.65% | 00.0% | Unchanged |
| BHK Investment Advisors, LLC | 10,003 | $1.64M | 0.67% | +30.0% | Added |
| Granite Point Capital Management, L.P. | 10,000 | $1.64M | 0.63% | +10,000 | New |
| Creative Financial Designs Inc | 10,040 | $1.64M | 0.27% | +577+6.1% | Added |
| Gilman Hill Asset Management, LLC | 10,051 | $1.65M | 0.42% | +575+6.1% | Added |
| Towercrest Capital Management | 10,048 | $1.65M | 0.31% | +790+8.5% | Added |
| Fluent Financial, LLC | 10,086 | $1.65M | 0.70% | +10,086 | New |
| Financial Partners Group, Inc | 10,098 | $1.65M | 0.39% | +364+3.7% | Added |
| Guardian Capital LP | 10,105 | $1.65M | 0.03% | 00.0% | Unchanged |
| Oxler Private Wealth LLC | 10,131 | $1.66M | 0.73% | +1,893+23.0% | Added |
| Capstone Investment Advisors, LLC | 10,127 | $1.66M | 0.03% | +4,608+83.5% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 10,138 | $1.66M | 0.00% | +202+2.0% | Added |
| Arabesque Asset Management Ltd | 10,154 | $1.66M | 0.56% | +10,154 | New |
| Total Clarity Wealth Management, Inc. | 10,192 | $1.67M | 0.79% | +295+3.0% | Added |