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 |
|---|---|---|---|---|---|
| Optimum Investment Advisors | 16,772 | $2.75M | 1.16% | −6,771−28.8% | Reduced |
| GYL Financial Synergies, LLC | 16,792 | $2.75M | 1.40% | −1,186−6.6% | Reduced |
| Berman Capital Advisors, LLC | 16,833 | $2.75M | 0.43% | +2,875+20.6% | Added |
| Zions Bancorporation, N.A. | 16,853 | $2.76M | 0.28% | +860+5.4% | Added |
| George Kaiser Family Foundation | 16,957 | $2.78M | 0.46% | −3,631−17.6% | Reduced |
| StrategIQ Financial Group, LLC | 16,960 | $2.78M | 0.55% | −58−0.3% | Reduced |
| Aries Wealth Management | 16,956 | $2.78M | 1.17% | +248+1.5% | Added |
| Seascape Capital Management | 16,957 | $2.78M | 1.42% | +1,198+7.6% | Added |
| DeDora Capital, Inc. | 16,984 | $2.78M | 1.21% | +550+3.3% | Added |
| Benedict Financial Advisors Inc | 17,099 | $2.80M | 0.78% | +494+3.0% | Added |
| Emfo, LLC | 17,120 | $2.80M | 2.47% | −300−1.7% | Reduced |
| Clarity Wealth Advisors, LLC | 17,145 | $2.81M | 1.38% | +1,780+11.6% | Added |
| Bogart Wealth, LLC | 17,143 | $2.81M | 0.29% | +2,857+20.0% | Added |
| CFM Wealth Partners LLC | 17,157 | $2.81M | 0.71% | +379+2.3% | Added |
| Red Cedar Investment Management, LLC | 17,211 | $2.82M | 0.37% | 00.0% | Unchanged |
| Chilton Investment Co LLC | 17,219 | $2.82M | 0.07% | +1,468+9.3% | Added |
| Center for Financial Planning, Inc. | 17,289 | $2.83M | 0.69% | +285+1.7% | Added |
| Hodges Capital Management Inc. | 17,327 | $2.84M | 0.21% | +1,045+6.4% | Added |
| Tandem Capital Management Corp | 17,365 | $2.84M | 1.79% | +152+0.9% | Added |
| Falcon Wealth Planning | 17,413 | $2.85M | 1.08% | +979+6.0% | Added |
| West Paces Advisors Inc. | 17,441 | $2.85M | 1.00% | −871−4.8% | Reduced |
| Next Capital Management LLC | 17,445 | $2.86M | 2.07% | 00.0% | Unchanged |
| Edgewood Management LLC | 17,464 | $2.86M | 0.00% | −200−1.1% | Reduced |
| Financial Advocates Investment Management | 17,481 | $2.86M | 0.20% | −642−3.5% | Reduced |
| Ironwood Investment Counsel, LLC | 17,485 | $2.86M | 0.73% | +1,152+7.1% | Added |
| Front Street Capital Management, Inc. | 17,510 | $2.87M | 0.55% | −1,020−5.5% | Reduced |
| Key Financial Inc | 17,551 | $2.87M | 1.63% | −39−0.2% | Reduced |
| Octavia Wealth Advisors, LLC | 17,555 | $2.88M | 0.74% | −757−4.1% | Reduced |
| Landmark Financial Advisors, LLC | 18,910 | $2.88M | 1.55% | −319−1.7% | Reduced |
| Intercontinental Wealth Advisors, LLC | 17,627 | $2.88M | 0.67% | −1,181−6.3% | Reduced |
| NVWM, LLC | 17,626 | $2.88M | 1.04% | +442+2.6% | Added |
| Arbor Trust Wealth Advisors, LLC | 17,636 | $2.89M | 1.80% | +390+2.3% | Added |
| SkyView Investment Advisors, LLC | 17,650 | $2.89M | 0.81% | −825−4.5% | Reduced |
| GFG Capital, LLC | 17,680 | $2.89M | 0.91% | +567+3.3% | Added |
| St. Louis Trust Co | 17,710 | $2.90M | 0.76% | −340−1.9% | Reduced |
| SWS Partners | 17,732 | $2.90M | 1.80% | +927+5.5% | Added |
| Strategic Capital Advisers, Inc. | 17,757 | $2.91M | 2.26% | +1,689+10.5% | Added |
| Connecticut Wealth Management, LLC | 17,763 | $2.91M | 0.25% | −381−2.1% | Reduced |
| Martin & Co Inc | 17,784 | $2.91M | 0.69% | +1,423+8.7% | Added |
| Vivaldi Capital Management, LLC | 17,807 | $2.92M | 0.63% | −889−4.8% | Reduced |
| Investment Advisory Services Inc | 17,809 | $2.92M | 1.78% | +171+1.0% | Added |
| Raab & Moskowitz Asset Management LLC | 17,824 | $2.92M | 1.05% | +285+1.6% | Added |
| Voloridge Investment Management, LLC | 17,825 | $2.92M | 0.02% | +15,110+556.5% | Added |
| JBJ Investment Partners, LLC | 17,838 | $2.92M | 0.61% | 00.0% | Unchanged |
| Smith, Moore & Co. | 17,856 | $2.92M | 0.45% | −649−3.5% | Reduced |
| HGI Capital Management, LLC | 17,865 | $2.92M | 1.18% | −2,459−12.1% | Reduced |
| Financial Planning & Information Services, Inc. | 17,894 | $2.93M | 0.80% | +213+1.2% | Added |
| Magnolia Capital Advisors LLC | 17,891 | $2.93M | 1.02% | +2,361+15.2% | Added |
| Moser Wealth Advisors, LLC | 17,923 | $2.93M | 1.88% | +100+0.6% | Added |
| A. D. Beadell Investment Counsel, Inc. | 17,955 | $2.94M | 1.91% | −45−0.3% | Reduced |
| Everett Harris & Co | 17,989 | $2.94M | 0.05% | +1,350+8.1% | Added |
| Cito Capital Group, LLC | 18,019 | $2.95M | 1.38% | −2,494−12.2% | Reduced |
| Burleson & Company, LLC | 18,014 | $2.95M | 0.45% | +16+0.1% | Added |
| Spreng Capital Management, Inc. | 17,665 | $2.95M | 1.89% | 00.0% | Unchanged |
| Eads & Heald Wealth Management | 18,082 | $2.96M | 1.43% | +280+1.6% | Added |
| Redwood Investment Management, LLC | 18,107 | $2.96M | 0.42% | +9,217+103.7% | Added |
| Keystone Financial Group | 18,131 | $2.97M | 0.54% | −803−4.2% | Reduced |
| Acropolis Investment Management, LLC | 18,327 | $2.98M | 0.36% | +316+1.8% | Added |
| Valley Brook Capital Group | 18,249 | $2.99M | 2.96% | −325−1.7% | Reduced |
| Deseret Mutual Benefit Administrators | 18,267 | $2.99M | 0.55% | −6,069−24.9% | Reduced |
| Boltwood Capital Management | 18,268 | $2.99M | 1.21% | −20.0% | Reduced |
| Graybill Bartz & Assoc Ltd | 18,311 | $3.00M | 1.48% | −444−2.4% | Reduced |
| Ashton Thomas Private Wealth, LLC | 18,309 | $3.00M | 0.43% | +2,905+18.9% | Added |
| Certified Advisory Corp | 18,326 | $3.00M | 0.73% | −97−0.5% | Reduced |
| Home Federal Bank of Tennessee | 18,402 | $3.01M | 1.09% | −135−0.7% | Reduced |
| Mission Wealth Management, LP | 18,494 | $3.03M | 0.16% | −513−2.7% | Reduced |
| Exane Derivatives | 18,601 | $3.04M | 0.76% | +1,516+8.9% | Added |
| Seeyond | 18,651 | $3.05M | 0.29% | +2,771+17.4% | Added |
| Fuller & Thaler Asset Management, Inc. | 18,651 | $3.05M | 0.02% | −1,300−6.5% | Reduced |
| Aldebaran Financial Inc. | 18,695 | $3.06M | 2.63% | +663+3.7% | Added |
| RB Capital Management, LLC | 18,715 | $3.06M | 1.15% | +292+1.6% | Added |
| Holderness Investments Co | 18,761 | $3.07M | 1.01% | +537+2.9% | Added |
| Fragasso Group Inc. | 18,781 | $3.07M | 0.41% | −12,904−40.7% | Reduced |
| Stableford Capital II LLC | 18,818 | $3.08M | 1.56% | −414−2.2% | Reduced |
| Dillon & Associates Inc | 18,813 | $3.08M | 0.59% | +31+0.2% | Added |
| Quest Capital Management Inc | 18,922 | $3.10M | 0.61% | +77+0.4% | Added |
| Miller Investment Management, LP | 18,935 | $3.10M | 0.53% | 00.0% | Unchanged |
| Condor Capital Management | 18,955 | $3.10M | 0.33% | +105+0.6% | Added |
| Soltis Investment Advisors LLC | 18,974 | $3.11M | 0.48% | +809+4.5% | Added |
| Hanson & Doremus Investment Management | 19,007 | $3.11M | 0.72% | −276−1.4% | Reduced |
| O'Dell Group, LLC | 19,097 | $3.13M | 0.99% | −129−0.7% | Reduced |
| Archer Investment Corp | 19,153 | $3.14M | 1.17% | −1,061−5.2% | Reduced |
| HAP Trading, LLC | 19,167 | $3.14M | 0.23% | −15,200−44.2% | Reduced |
| Arete Wealth Advisors, LLC | 19,170 | $3.14M | 0.35% | +779+4.2% | Added |
| Atlas Private Wealth Management | 19,214 | $3.15M | 1.92% | +389+2.1% | Added |
| Golden State Equity Partners | 19,230 | $3.15M | 1.31% | +1,104+6.1% | Added |
| Valley National Advisers Inc | 19,261 | $3.15M | 0.57% | +663+3.6% | Added |
| Brooks, Moore & Associates, Inc. | 19,288 | $3.16M | 2.07% | −300−1.5% | Reduced |
| Sabadell Asset Management, S.A S.G.I.I.C | 19,288 | $3.16M | 0.54% | +341+1.8% | Added |
| Hollencrest Capital Management | 19,307 | $3.16M | 0.28% | +3,033+18.6% | Added |
| Coastline Trust Co | 19,321 | $3.16M | 0.39% | −40−0.2% | Reduced |
| Beaumont Financial Partners, LLC | 19,401 | $3.18M | 0.25% | −136−0.7% | Reduced |
| WESPAC Advisors, LLC | 19,402 | $3.18M | 1.96% | +11,894+158.4% | Added |
| WP Advisors, LLC | 19,437 | $3.18M | 1.30% | −249−1.3% | Reduced |
| Signature Wealth Management Partners, LLC | 19,506 | $3.19M | 2.89% | +203+1.1% | Added |
| Gries Financial LLC | 19,517 | $3.19M | 1.00% | −10,481−34.9% | Reduced |
| Laurel Wealth Advisors, Inc. | 19,529 | $3.20M | 0.59% | −1,605−7.6% | Reduced |
| Jefferies Group LLC | 19,546 | $3.20M | 0.08% | −14,179−42.0% | Reduced |
| Peoples Financial Services Corp. | 19,552 | $3.20M | 1.35% | +110+0.6% | Added |
| Sage Mountain Advisors LLC | 19,580 | $3.21M | 0.47% | +1,223+6.7% | Added |