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 |
|---|---|---|---|---|---|
| Grandview Asset Management LLC | 10,229 | $1.67M | 1.72% | +2,076+25.5% | Added |
| Round Hill Asset Management | 10,234 | $1.68M | 0.84% | −62−0.6% | Reduced |
| Winthrop Advisory Group LLC | 10,242 | $1.68M | 0.37% | +261+2.6% | Added |
| Prudential PLC | 10,248 | $1.68M | 0.02% | −273,027−96.4% | Reduced |
| Mercer Capital Advisers, Inc. | 10,244 | $1.68M | 0.90% | −1,132−10.0% | Reduced |
| CKW Financial Group | 10,055 | $1.68M | 0.26% | 00.0% | Unchanged |
| Bassett Hargrove Investment Counsel, LLC | 10,812 | $1.68M | 2.51% | 00.0% | Unchanged |
| Burke & Herbert Bank & Trust Co | 10,280 | $1.68M | 1.09% | +647+6.7% | Added |
| N.E.W. Advisory Services LLC | 10,298 | $1.69M | 0.27% | +47+0.5% | Added |
| Accurate Wealth Management, LLC | 5,806 | $1.69M | 1.48% | −9,770−62.7% | Reduced |
| Ballast, Inc. | 10,334 | $1.69M | 0.71% | −193−1.8% | Reduced |
| Allen Investment Management LLC | 10,351 | $1.69M | 0.02% | 00.0% | Unchanged |
| JSF Financial, LLC | 10,356 | $1.70M | 0.84% | +828+8.7% | Added |
| Avestar Capital, LLC | 10,374 | $1.70M | 0.33% | +620+6.4% | Added |
| Clear Perspective Advisors, LLC | 10,386 | $1.70M | 0.58% | −32−0.3% | Reduced |
| Eagle Capital Management LLC | 10,385 | $1.70M | 0.00% | 00.0% | Unchanged |
| Wealthquest Corp | 10,387 | $1.70M | 0.29% | +239+2.4% | Added |
| Strategic Investment Advisors | 10,391 | $1.70M | 0.37% | −233−2.2% | Reduced |
| Westbourne Investment Advisors, Inc. | 10,390 | $1.70M | 0.77% | +130+1.3% | Added |
| Capital Square, LLC | 10,195 | $1.70M | 1.21% | −49−0.5% | Reduced |
| Evanson Asset Management, LLC | 11,056 | $1.70M | 0.18% | +134+1.2% | Added |
| Credential Qtrade Securities Inc. | 10,423 | $1.71M | 0.13% | +131+1.3% | Added |
| Van Hulzen Asset Management, LLC | 10,428 | $1.71M | 0.25% | −181−1.7% | Reduced |
| Townsend & Associates, Inc | 10,244 | $1.71M | 0.84% | +20+0.2% | Added |
| Blackhawk Capital Partners LLC. | 10,486 | $1.72M | 1.08% | −442−4.0% | Reduced |
| BigSur Wealth Management LLC | 10,492 | $1.72M | 0.77% | −1,500−12.5% | Reduced |
| First Mercantile Trust Co | 10,486 | $1.72M | 0.23% | −1,013−8.8% | Reduced |
| Texas Capital Bancshares Inc | 10,490 | $1.72M | 1.20% | −31−0.3% | Reduced |
| First National Bank of South Miami | 10,550 | $1.73M | 1.16% | +536+5.4% | Added |
| Prestige Wealth Management Group LLC | 10,568 | $1.73M | 0.44% | −857−7.5% | Reduced |
| Paradigm Financial Advisors, LLC | 10,589 | $1.73M | 0.40% | −97−0.9% | Reduced |
| BSW Wealth Partners | 10,609 | $1.74M | 0.49% | −1,177−10.0% | Reduced |
| Wealth Architects, LLC | 10,611 | $1.74M | 0.34% | +397+3.9% | Added |
| Cidel Asset Management Inc | 10,653 | $1.74M | 0.07% | −30.0% | Reduced |
| Crescent Capital Consulting, LLC | 10,662 | $1.75M | 0.32% | −1,300−10.9% | Reduced |
| HC Advisors, LLC | 10,664 | $1.75M | 1.15% | −43−0.4% | Reduced |
| WealthBridge Capital Management, LLC | 10,684 | $1.75M | 0.65% | +61+0.6% | Added |
| Port Capital LLC | 10,695 | $1.75M | 0.09% | −500−4.5% | Reduced |
| Allred Capital Management, LLC | 10,704 | $1.75M | 0.92% | −245−2.2% | Reduced |
| Ssi Investment Management LLC | 10,751 | $1.76M | 0.11% | +67+0.6% | Added |
| Klingman & Associates, LLC | 10,750 | $1.76M | 0.16% | −259−2.4% | Reduced |
| Capital Advisors, Ltd. LLC | 10,767 | $1.76M | 0.31% | +1,154+12.0% | Added |
| Breiter Capital Management Inc | 10,777 | $1.76M | 1.01% | −872−7.5% | Reduced |
| Biltmore Family Office, LLC | 10,828 | $1.77M | 0.43% | +1,012+10.3% | Added |
| Peak Planning Group, LLC | 10,855 | $1.78M | 1.53% | +10,855 | New |
| Lineweaver Wealth Advisors, LLC | 10,864 | $1.78M | 0.54% | +770+7.6% | Added |
| Fort Point Capital Partners LLC | 10,867 | $1.78M | 0.28% | +1,950+21.9% | Added |
| Roman Butler Fullerton & Co | 10,705 | $1.78M | 0.83% | −10−0.1% | Reduced |
| Covenant Multifamily Offices, LLC | 10,574 | $1.78M | 0.32% | +264+2.6% | Added |
| Tiger Eye Capital LLC | 10,910 | $1.79M | 0.70% | −2,792−20.4% | Reduced |
| Private Capital Group, LLC | 10,917 | $1.79M | 0.40% | +57+0.5% | Added |
| Camden Capital, LLC | 10,957 | $1.79M | 0.36% | +857+8.5% | Added |
| JNBA Financial Advisors | 10,964 | $1.79M | 0.24% | +20+0.2% | Added |
| Traphagen Investment Advisors LLC | 10,987 | $1.80M | 0.33% | +156+1.4% | Added |
| TBH Global Asset Management, LLC | 11,022 | $1.80M | 0.42% | −140−1.3% | Reduced |
| Palumbo Wealth Management LLC | 11,037 | $1.81M | 1.19% | −3,118−22.0% | Reduced |
| Invst, LLC | 11,056 | $1.81M | 0.29% | +111+1.0% | Added |
| Crescent Grove Advisors, LLC | 11,070 | $1.81M | 0.19% | −269−2.4% | Reduced |
| Cacti Asset Management LLC | 11,110 | $1.82M | 0.15% | 00.0% | Unchanged |
| Auxano Advisors, LLC | 11,115 | $1.82M | 0.82% | +205+1.9% | Added |
| Latitude Advisors, LLC | 11,155 | $1.83M | 0.59% | +5,557+99.3% | Added |
| Caliber Wealth Management, LLC | 10,967 | $1.83M | 1.29% | +2,597+31.0% | Added |
| Colonial River Wealth Management, LLC | 10,967 | $1.83M | 1.29% | +4,718+75.5% | Added |
| Ibex Wealth Advisors | 11,183 | $1.83M | 0.35% | +1,908+20.6% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 11,219 | $1.84M | 1.10% | +1,431+14.6% | Added |
| Trinity Financial Advisors LLC | 11,221 | $1.84M | 1.23% | −1,848−14.1% | Reduced |
| All Terrain Financial Advisors, LLC | 11,221 | $1.84M | 0.84% | +248+2.3% | Added |
| Paces Ferry Wealth Advisors, LLC | 11,264 | $1.84M | 1.47% | +19+0.2% | Added |
| Venturi Wealth Management, LLC | 11,272 | $1.84M | 0.15% | −2,157−16.1% | Reduced |
| Everhart Financial Group, Inc. | 11,294 | $1.85M | 1.27% | +1,059+10.3% | Added |
| Peterson Wealth Management | 11,330 | $1.85M | 1.44% | +35+0.3% | Added |
| Blue Square Asset Management, LLC | 11,381 | $1.86M | 1.16% | +137+1.2% | Added |
| De Burlo Group Inc | 11,400 | $1.87M | 0.30% | −64,800−85.0% | Reduced |
| St. Johns Investment Management Company, LLC | 11,418 | $1.87M | 1.03% | −21−0.2% | Reduced |
| Childress Capital Advisors, LLC | 11,477 | $1.88M | 0.76% | +2,539+28.4% | Added |
| Tarbox Family Office, Inc. | 11,477 | $1.88M | 0.34% | −563−4.7% | Reduced |
| Monte Financial Group, LLC | 11,511 | $1.88M | 1.08% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 11,516 | $1.89M | 0.10% | +449+4.1% | Added |
| Trust Co | 11,536 | $1.89M | 0.48% | 00.0% | Unchanged |
| Lincluden Management Ltd | 11,575 | $1.90M | 0.19% | −360−3.0% | Reduced |
| CAMG Solamere Management, LLC | 11,604 | $1.90M | 1.56% | +796+7.4% | Added |
| Warren Averett Asset Management, LLC | 11,329 | $1.90M | 0.16% | +572+5.3% | Added |
| Sittner & Nelson, LLC | 11,632 | $1.90M | 1.23% | −804−6.5% | Reduced |
| CX Institutional | 11,662 | $1.91M | 0.16% | −392−3.3% | Reduced |
| Continuum Advisory, LLC | 38,063 | $1.91M | 0.51% | +26,815+238.4% | Added |
| AIA Group Ltd | 11,719 | $1.92M | 0.11% | +3,565+43.7% | Added |
| Godshalk Welsh Capital Management, Inc. | 11,725 | $1.92M | 1.20% | −125−1.1% | Reduced |
| Heritage Wealth Management, LLC | 11,730 | $1.92M | 0.68% | +1,534+15.0% | Added |
| Acorn Wealth Advisors, LLC | 11,772 | $1.93M | 1.35% | +241+2.1% | Added |
| Bluesphere Advisors, LLC | 11,820 | $1.94M | 1.86% | −220−1.8% | Reduced |
| Occidental Asset Management, LLC | 11,821 | $1.94M | 0.50% | +760+6.9% | Added |
| BancorpSouth Bank | 11,854 | $1.94M | 0.27% | +1,119+10.4% | Added |
| Bar Harbor Trust Services | 11,878 | $1.94M | 0.61% | +565+5.0% | Added |
| Members Capital Advisors Inc | 11,881 | $1.95M | 1.06% | +1,842+18.3% | Added |
| Loomis Sayles & Co L P | 11,918 | $1.95M | 0.00% | −944−7.3% | Reduced |
| One Charles Private Wealth Services, LLC | 11,920 | $1.95M | 1.13% | −272−2.2% | Reduced |
| Trillium Asset Management, LLC | 11,944 | $1.96M | 0.05% | +105+0.9% | Added |
| Wrapmanager Inc | 11,954 | $1.96M | 0.51% | −29−0.2% | Reduced |
| Ategra Capital Management, LLC | 11,971 | $1.96M | 0.99% | −95−0.8% | Reduced |
| Bath Savings Trust Co | 12,022 | $1.97M | 0.23% | −200−1.6% | Reduced |