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 |
|---|---|---|---|---|---|
| Mattern Wealth Management LLC | 14,317 | $2.34M | 0.79% | −276−1.9% | Reduced |
| Peoples Bank | 14,324 | $2.35M | 1.25% | −193−1.3% | Reduced |
| Phillips Financial Management, LLC | 14,330 | $2.35M | 0.24% | +11+0.1% | Added |
| Midwest Wealth Management Inc. | 14,335 | $2.35M | 1.61% | +619+4.5% | Added |
| Cassia Capital Partners, LLC | 14,335 | $2.35M | 1.61% | +12,886+889.3% | Added |
| Access Financial Services, Inc. | 14,365 | $2.35M | 1.06% | +1,518+11.8% | Added |
| Gs Investments, Inc. | 14,378 | $2.35M | 1.23% | +13+0.1% | Added |
| DFPG Investments, LLC | 14,499 | $2.37M | 0.90% | −158−1.1% | Reduced |
| Hendley & Co Inc | 14,571 | $2.38M | 0.83% | −31,044−68.1% | Reduced |
| Summit Trail Advisors, LLC | 14,600 | $2.39M | 0.18% | +1,006+7.4% | Added |
| IPG Investment Advisors LLC | 14,622 | $2.39M | 0.76% | −3,434−19.0% | Reduced |
| Neumann Capital Management, LLC | 14,685 | $2.40M | 1.08% | −400−2.7% | Reduced |
| WT Wealth Management | 14,698 | $2.41M | 0.93% | +2,015+15.9% | Added |
| GFS Advisors, LLC | 14,726 | $2.41M | 0.52% | −257−1.7% | Reduced |
| LifeSteps Financial, Inc. | 14,736 | $2.41M | 1.85% | +83+0.6% | Added |
| Parkside Financial Bank & Trust | 14,775 | $2.42M | 0.71% | +244+1.7% | Added |
| O'Shares Investment Advisers, LLC | 14,802 | $2.42M | 0.18% | −17,955−54.8% | Reduced |
| Bulltick Wealth Management, LLC | 14,812 | $2.42M | 0.56% | −1,501−9.2% | Reduced |
| Gleason Group, Inc. | 14,823 | $2.43M | 0.88% | +286+2.0% | Added |
| Sugarloaf Wealth Management, LLC | 14,835 | $2.43M | 0.64% | +310+2.1% | Added |
| Pinnacle Wealth Planning Services, Inc. | 14,893 | $2.44M | 0.54% | +394+2.7% | Added |
| Weik Capital Management | 14,960 | $2.45M | 1.01% | −1,650−9.9% | Reduced |
| Ayalon Holdings Ltd. | 14,678 | $2.45M | 0.88% | −1,753−10.7% | Reduced |
| Brendel Financial Advisors LLC | 14,987 | $2.45M | 2.93% | +70.0% | Added |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 15,000 | $2.46M | 1.04% | −5,000−25.0% | Reduced |
| Notis-McConarty Edward | 15,054 | $2.46M | 0.90% | −504−3.2% | Reduced |
| Pantheon Investment Group, LLC | 15,102 | $2.47M | 2.12% | +29+0.2% | Added |
| Wealth Alliance | 15,080 | $2.47M | 0.55% | −596−3.8% | Reduced |
| London & Capital Asset Management Ltd | 15,079 | $2.47M | 0.18% | +1,251+9.0% | Added |
| Cornerstone Wealth Management, LLC | 15,107 | $2.47M | 0.26% | +262+1.8% | Added |
| Fortem Financial Group, LLC | 15,247 | $2.50M | 1.26% | +14+0.1% | Added |
| True North Advisors, LLC | 15,248 | $2.50M | 0.49% | +1,539+11.2% | Added |
| Alta Capital Management LLC | 15,261 | $2.50M | 0.14% | −13,879−47.6% | Reduced |
| Alaska Permanent Fund Corp | 15,300 | $2.50M | 0.05% | 00.0% | Unchanged |
| Qtron Investments LLC | 15,304 | $2.50M | 0.67% | 00.0% | Unchanged |
| Warther Private Wealth, LLC | 15,010 | $2.51M | 2.24% | +698+4.9% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 15,331 | $2.51M | 0.92% | +523+3.5% | Added |
| Pinnacle Wealth Management Group, Inc. | 15,397 | $2.52M | 1.89% | +182+1.2% | Added |
| Riverview Trust Co | 15,410 | $2.52M | 2.67% | 00.0% | Unchanged |
| Matrix Private Capital Group LLC | 15,407 | $2.52M | 1.33% | +183+1.2% | Added |
| Selective Wealth Management, Inc. | 15,483 | $2.53M | 1.34% | −7,880−33.7% | Reduced |
| Cambria Investment Management, L.P. | 15,520 | $2.54M | 0.47% | −640−4.0% | Reduced |
| First City Capital Management, Inc. | 15,518 | $2.54M | 1.43% | +86+0.6% | Added |
| StoneX Group Inc. | 15,579 | $2.55M | 0.37% | −877−5.3% | Reduced |
| Summit Financial Group Inc | 15,589 | $2.55M | 0.92% | +3,267+26.5% | Added |
| KCS Wealth Advisory | 15,624 | $2.56M | 1.21% | −430−2.7% | Reduced |
| Prelude Capital Management, LLC | 15,648 | $2.56M | 0.14% | −3,122−16.6% | Reduced |
| Boit C F David | 15,329 | $2.56M | 1.76% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 15,655 | $2.56M | 0.60% | −40−0.3% | Reduced |
| Connolly Sarah T. | 15,663 | $2.56M | 2.11% | −208−1.3% | Reduced |
| TCI Wealth Advisors, Inc. | 15,686 | $2.57M | 0.40% | −1,323−7.8% | Reduced |
| Delta Asset Management LLC | 15,701 | $2.57M | 0.25% | −893−5.4% | Reduced |
| Game Plan Financial Advisors, LLC | 15,719 | $2.57M | 1.53% | 00.0% | Unchanged |
| Tranquility Partners, LLC | 15,726 | $2.57M | 1.31% | +2,495+18.9% | Added |
| Providence Wealth Advisors, LLC | 15,552 | $2.58M | 1.79% | −328−2.1% | Reduced |
| Cedar Brook Financial Partners, LLC | 15,785 | $2.58M | 0.78% | +460+3.0% | Added |
| Karpas Strategies, LLC | 15,157 | $2.58M | 0.85% | +36+0.2% | Added |
| Ironwood Financial, llc | 15,793 | $2.58M | 0.76% | +1,593+11.2% | Added |
| Oak Asset Management, LLC | 15,536 | $2.59M | 1.08% | −150−1.0% | Reduced |
| Gsa Capital Partners LLP | 15,807 | $2.59M | 0.26% | +15,807 | New |
| Birmingham Capital Management Co Inc | 15,845 | $2.59M | 0.99% | −80−0.5% | Reduced |
| Gilder Gagnon Howe & Co LLC | 15,870 | $2.60M | 0.01% | −40.0% | Reduced |
| BCGM Wealth Management, LLC | 15,301 | $2.60M | 1.45% | +1,098+7.7% | Added |
| Ritter Daniher Financial Advisory, LLC | 15,897 | $2.60M | 1.90% | −96−0.6% | Reduced |
| Sandhill Capital Partners LLC | 15,940 | $2.61M | 0.21% | +186+1.2% | Added |
| Bull Street Advisors, LLC | 15,953 | $2.61M | 1.35% | +218+1.4% | Added |
| WBH Advisory Inc | 15,958 | $2.61M | 0.35% | +27+0.2% | Added |
| 44 Wealth Management LLC | 15,973 | $2.62M | 1.00% | −38−0.2% | Reduced |
| Covenant Asset Management, LLC | 15,980 | $2.62M | 0.78% | −20.0% | Reduced |
| Fulcrum Asset Management LLP | – | $2.62M | 1.29% | – | – |
| Blue Edge Capital, LLC | 16,002 | $2.62M | 0.55% | 00.0% | Unchanged |
| Argus Investors' Counsel, Inc. | 16,005 | $2.62M | 1.71% | −11,247−41.3% | Reduced |
| Orleans Capital Management Corp | 16,024 | $2.62M | 1.67% | −25−0.2% | Reduced |
| Davidson Trust Co | 16,037 | $2.63M | 2.00% | −81−0.5% | Reduced |
| EPG Wealth Management LLC | 16,042 | $2.63M | 1.05% | +740+4.8% | Added |
| Ethic Inc. | 16,062 | $2.63M | 0.27% | +899+5.9% | Added |
| Sterling Investment Management, Inc. | 16,077 | $2.63M | 1.68% | −10−0.1% | Reduced |
| Greytown Advisors Inc. | 16,098 | $2.63M | 1.17% | +7,280+82.6% | Added |
| Engine No. 1 LLC | 16,101 | $2.64M | 0.68% | +6,427+66.4% | Added |
| RKL Wealth Management LLC | 16,141 | $2.64M | 0.34% | −23−0.1% | Reduced |
| Moseley Investment Management Inc | 15,813 | $2.64M | 1.32% | +163+1.0% | Added |
| Markston International LLC | 16,162 | $2.65M | 2.48% | −11,900−42.4% | Reduced |
| Financial Architects, Inc | 16,308 | $2.67M | 0.39% | −1,131−6.5% | Reduced |
| Aberdeen Wealth Management LLC | 16,304 | $2.67M | 2.58% | −185−1.1% | Reduced |
| Field & Main Bank | 16,316 | $2.67M | 1.76% | −905−5.3% | Reduced |
| Trinity Legacy Partners, LLC | 16,433 | $2.69M | 0.97% | +817+5.2% | Added |
| Premier Asset Management LLC | 16,447 | $2.69M | 0.37% | +4,340+35.8% | Added |
| Washington Capital Management Inc | 16,450 | $2.69M | 2.38% | +4,075+32.9% | Added |
| Institute for Wealth Management, LLC. | 16,471 | $2.70M | 0.48% | +469+2.9% | Added |
| Krilogy Financial LLC | 16,479 | $2.70M | 0.27% | +144+0.9% | Added |
| Quattro Financial Advisors LLC | 15,953 | $2.70M | 0.72% | −473−2.9% | Reduced |
| Inscription Capital, LLC | 16,516 | $2.70M | 0.85% | −317,619−95.1% | Reduced |
| 180 Wealth Advisors, LLC | 16,247 | $2.71M | 0.60% | +149+0.9% | Added |
| Continental Advisors LLC | 16,635 | $2.72M | 1.97% | −1,600−8.8% | Reduced |
| Guardian Investment Management | 16,659 | $2.73M | 2.01% | +75+0.5% | Added |
| WealthTrust Asset Management, LLC | 16,672 | $2.73M | 2.43% | +7,354+78.9% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 16,690 | $2.73M | 0.15% | +399+2.4% | Added |
| Intrua Financial, LLC | 16,322 | $2.74M | 0.50% | +1,998+13.9% | Added |
| Knott David M | 16,740 | $2.74M | 1.14% | −1,430−7.9% | Reduced |
| Twin Lakes Capital Management, LLC | 16,763 | $2.74M | 1.61% | +1,160+7.4% | Added |