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 |
|---|---|---|---|---|---|
| Summit X, LLC | 12,036 | $1.97M | 0.50% | +33+0.3% | Added |
| Highland Private Wealth Management | 12,071 | $1.98M | 0.28% | +710+6.2% | Added |
| Sonata Capital Group Inc | 12,109 | $1.98M | 0.89% | −500−4.0% | Reduced |
| Boston Common Asset Management, LLC | 12,113 | $1.98M | 0.09% | −65−0.5% | Reduced |
| Nicholas Hoffman & Company, LLC. | 12,116 | $1.98M | 0.35% | +221+1.9% | Added |
| First Dallas Securities Inc. | 12,175 | $1.99M | 1.38% | +700+6.1% | Added |
| Cape Ann Savings Bank | 12,182 | $1.99M | 1.29% | −15−0.1% | Reduced |
| Delta Financial Advisors LLC | 12,190 | $2.00M | 0.89% | −50.0% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 12,191 | $2.00M | 0.86% | +61+0.5% | Added |
| Private Portfolio Partners LLC | 12,198 | $2.00M | 0.57% | +38+0.3% | Added |
| Windsor Capital Management, LLC | 12,238 | $2.00M | 0.64% | −163−1.3% | Reduced |
| Keudell/Morrison Wealth Management | 12,253 | $2.01M | 0.86% | +270+2.3% | Added |
| Perpetual Investment Management Ltd | 12,258 | $2.01M | 0.25% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 12,276 | $2.01M | 1.39% | −1,353−9.9% | Reduced |
| Pointe Capital Management LLC | 12,275 | $2.01M | 1.39% | 00.0% | Unchanged |
| Liberty One Investment Management, LLC | 12,282 | $2.01M | 0.34% | −254−2.0% | Reduced |
| Perennial Investment Advisors, LLC | 12,348 | $2.02M | 0.71% | +34+0.3% | Added |
| Crystal Rock Capital Management | 12,393 | $2.03M | 1.08% | −2,850−18.7% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 12,414 | $2.03M | 0.01% | −221−1.7% | Reduced |
| Teamwork Financial Advisors, LLC | 12,417 | $2.03M | 0.40% | +2,705+27.9% | Added |
| Ahrens Investment Partners LLC | 12,428 | $2.03M | 0.97% | +617+5.2% | Added |
| Financial Advisory Service, Inc. | 12,467 | $2.04M | 0.19% | +1,592+14.6% | Added |
| Advisor Resource Council | 12,489 | $2.04M | 0.63% | −8,376−40.1% | Reduced |
| Mason Investment Advisory Services, Inc. | 12,499 | $2.05M | 0.21% | 00.0% | Unchanged |
| Grant/GrossMendelsohn, LLC | 11,974 | $2.05M | 1.62% | +345+3.0% | Added |
| Sovarnum Capital L.P. | 12,500 | $2.05M | 1.93% | +1,500+13.6% | Added |
| Amica Retiree Medical Trust | 12,563 | $2.06M | 1.86% | −5,517−30.5% | Reduced |
| KLCM Advisors, Inc. | 12,731 | $2.08M | 0.45% | −250−1.9% | Reduced |
| Calton & Associates, Inc. | 17,698 | $2.08M | 0.46% | +5,583+46.1% | Added |
| Pacitti Group Inc. | 12,740 | $2.08M | 1.30% | +78+0.6% | Added |
| Rational Advisors LLC | 12,778 | $2.09M | 0.16% | −4,573−26.4% | Reduced |
| Sunflower Bank, N.A. | 12,798 | $2.10M | 0.30% | −600−4.5% | Reduced |
| Ausdal Financial Partners, Inc. | 12,801 | $2.10M | 0.31% | +747+6.2% | Added |
| Hartline Investment Corp | 12,880 | $2.11M | 0.29% | +22+0.2% | Added |
| Professional Planning | 12,889 | $2.11M | 1.01% | −3,169−19.7% | Reduced |
| Chatham Capital Group, Inc. | 12,885 | $2.11M | 0.41% | −250−1.9% | Reduced |
| Archford Capital Strategies, LLC | 12,889 | $2.11M | 0.50% | +437+3.5% | Added |
| 6 Meridian | 12,926 | $2.12M | 0.17% | +12,926 | New |
| Eisler Capital (UK) Ltd. | 12,983 | $2.13M | 0.25% | −12,206−48.5% | Reduced |
| Mastrapasqua Asset Management Inc | 13,025 | $2.13M | 0.23% | −1,460−10.1% | Reduced |
| Greenwich Wealth Management LLC | 13,028 | $2.13M | 0.18% | +2,717+26.4% | Added |
| Laird Norton Trust Company, LLC | 13,039 | $2.13M | 0.22% | +263+2.1% | Added |
| Plante Moran Financial Advisors, LLC | 13,099 | $2.14M | 0.48% | +2,142+19.5% | Added |
| Patriot Financial Group Insurance Agency, LLC | 13,107 | $2.15M | 0.38% | +1,133+9.5% | Added |
| Lavaca Capital LLC | 13,103 | $2.15M | 1.08% | +2,866+28.0% | Added |
| Legacy Wealth Management, LLC | 13,214 | $2.16M | 1.16% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 13,221 | $2.16M | 0.28% | +1,565+13.4% | Added |
| Rosenbaum Jay D. | 13,226 | $2.17M | 3.60% | −555−4.0% | Reduced |
| Sculati Wealth Management, LLC | 13,245 | $2.17M | 1.15% | 00.0% | Unchanged |
| LexAurum Advisors, LLC | 13,254 | $2.17M | 0.64% | −53−0.4% | Reduced |
| Weatherly Asset Management L. P. | 13,264 | $2.17M | 0.26% | −915−6.5% | Reduced |
| Pinnacle Holdings, LLC | 13,297 | $2.18M | 0.95% | −525−3.8% | Reduced |
| Gryphon Financial Partners LLC | 13,305 | $2.18M | 0.51% | −54−0.4% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 12,884 | $2.18M | 0.88% | +185+1.5% | Added |
| Israel Discount Bank of New York | 13,342 | $2.18M | 1.48% | +13,342 | New |
| Old Mission Investment Co LLC | 13,371 | $2.19M | 0.89% | −199−1.5% | Reduced |
| MCF Advisors LLC | 13,398 | $2.19M | 0.22% | +875+7.0% | Added |
| Thomas White International Ltd | 13,446 | $2.20M | 0.32% | 00.0% | Unchanged |
| Aft, Forsyth & Sober, LLC | 13,450 | $2.20M | 0.83% | +200+1.5% | Added |
| FinTrust Capital Advisors, LLC | 13,498 | $2.21M | 0.59% | −260−1.9% | Reduced |
| Abundance Wealth Counselors | 13,504 | $2.21M | 1.29% | +119+0.9% | Added |
| Kelly Lawrence W & Associates Inc | 13,545 | $2.22M | 0.47% | 00.0% | Unchanged |
| Aft, Forsyth & Company, Inc. | 13,563 | $2.22M | 1.19% | −370−2.7% | Reduced |
| Cim Investment Mangement Inc | 13,571 | $2.22M | 0.70% | −80−0.6% | Reduced |
| Mizuho Securities USA LLC | 13,580 | $2.22M | 0.23% | −1,227−8.3% | Reduced |
| Highlander Capital Management, LLC | 13,612 | $2.23M | 1.13% | −387−2.8% | Reduced |
| Midwest Professional Planners, LTD. | 13,635 | $2.23M | 1.18% | −24−0.2% | Reduced |
| Jacobs Levy Equity Management, Inc | 13,638 | $2.23M | 0.02% | +2,131+18.5% | Added |
| Brooktree Capital Management | 13,647 | $2.23M | 1.42% | 00.0% | Unchanged |
| WealthShield Partners, LLC | 13,649 | $2.23M | 0.60% | +938+7.4% | Added |
| Chapman Investment Management, LLC | 13,658 | $2.24M | 1.16% | +1,000+7.9% | Added |
| Jeppson Wealth Management, LLC | 13,683 | $2.24M | 1.17% | +210+1.6% | Added |
| Stonnington Group, LLC | 13,220 | $2.25M | 0.50% | −1,715−11.5% | Reduced |
| Eqis Capital Management, Inc. | 13,767 | $2.25M | 0.17% | −870−5.9% | Reduced |
| RSM US Wealth Management LLC | 13,764 | $2.25M | 0.12% | −491−3.4% | Reduced |
| Golden State Wealth Management, LLC | 13,764 | $2.25M | 0.49% | −118−0.9% | Reduced |
| High Pointe Capital Management LLC | 13,774 | $2.25M | 1.78% | 00.0% | Unchanged |
| Accredited Investors Inc. | 13,780 | $2.26M | 0.24% | −114−0.8% | Reduced |
| Birinyi Associates Inc | 13,800 | $2.26M | 0.76% | +1,100+8.7% | Added |
| Harbor Financial Services, LLC | 13,806 | $2.26M | 0.99% | −248−1.8% | Reduced |
| Benin Management CORP | 13,807 | $2.26M | 0.72% | 00.0% | Unchanged |
| Van Cleef Asset Management,Inc | 13,811 | $2.26M | 0.34% | −94−0.7% | Reduced |
| Roof Eidam & Maycock | 13,814 | $2.26M | 0.83% | −87−0.6% | Reduced |
| Holistic Financial Partners | 13,831 | $2.26M | 1.40% | −20.0% | Reduced |
| SFMG, LLC | 13,913 | $2.28M | 0.25% | −347−2.4% | Reduced |
| Optas, LLC | 13,941 | $2.28M | 0.66% | +67+0.5% | Added |
| Axiom Financial Strategies, LLC | 13,958 | $2.29M | 1.08% | −309−2.2% | Reduced |
| Corrado Advisors, LLC | 14,033 | $2.30M | 1.42% | +149+1.1% | Added |
| Fiduciary Planning LLC | 14,035 | $2.30M | 1.22% | +3,672+35.4% | Added |
| Heron Financial Group, LLC | 14,079 | $2.31M | 1.28% | −251−1.8% | Reduced |
| Windsor Group LTD | 13,824 | $2.31M | 0.48% | +380+2.8% | Added |
| Mission Creek Capital Partners, Inc. | 14,121 | $2.31M | 0.43% | +297+2.1% | Added |
| LCNB Corp | 14,125 | $2.31M | 1.17% | +635+4.7% | Added |
| Hudson Canyon Capital Management | 14,125 | $2.31M | 1.78% | −518−3.5% | Reduced |
| Wolff Wiese Magana LLC | 14,132 | $2.31M | 1.63% | −76−0.5% | Reduced |
| StrongBox Wealth, LLC | 14,136 | $2.31M | 1.30% | +796+6.0% | Added |
| Main Street Financial Solutions, LLC | 14,150 | $2.32M | 0.36% | +2,210+18.5% | Added |
| DAGCO, Inc. | 14,185 | $2.32M | 1.00% | +326+2.4% | Added |
| MKP Capital Management, L.L.C. | 14,224 | $2.33M | 0.38% | −34,676−70.9% | Reduced |
| White Pine Capital LLC | 14,228 | $2.33M | 0.72% | −140−1.0% | Reduced |