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 |
|---|---|---|---|---|---|
| Strategic Blueprint, LLC | 19,623 | $3.21M | 0.50% | +2,346+13.6% | Added |
| Dumont & Blake Investment Advisors LLC | 19,652 | $3.22M | 0.92% | −150−0.8% | Reduced |
| Harvey Investment Co LLC | 19,663 | $3.22M | 0.42% | −200−1.0% | Reduced |
| Robertson Stephens Wealth Management, LLC | 19,671 | $3.22M | 0.37% | −731−3.6% | Reduced |
| Kistler-Tiffany Companies, LLC | 19,678 | $3.22M | 0.73% | −400−2.0% | Reduced |
| Peachtree Investment Partners, LLC | 19,677 | $3.22M | 1.58% | +1,112+6.0% | Added |
| Balentine LLC | 19,705 | $3.23M | 0.13% | +11,461+139.0% | Added |
| Eclectic Associates Inc | 19,774 | $3.24M | 2.36% | +52+0.3% | Added |
| Summit Financial, LLC | 19,777 | $3.24M | 0.28% | +7,369+59.4% | Added |
| Doliver Advisors, LP | 19,788 | $3.24M | 1.09% | +2,390+13.7% | Added |
| WMS Partners, LLC | 19,833 | $3.25M | 0.48% | −668−3.3% | Reduced |
| LS Investment Advisors, LLC | 19,849 | $3.25M | 0.42% | +16+0.1% | Added |
| Alaethes Wealth LLC | 19,856 | $3.25M | 2.36% | +1,357+7.3% | Added |
| Sargent Investment Group, LLC | 19,863 | $3.25M | 0.79% | +611+3.2% | Added |
| Cornerstone Advisory, LLC | 19,882 | $3.25M | 0.54% | +3,227+19.4% | Added |
| Quadrant Private Wealth Management, LLC | 19,902 | $3.26M | 1.35% | +257+1.3% | Added |
| YHB Investment Advisors, Inc. | 19,917 | $3.26M | 0.28% | +931+4.9% | Added |
| Wambolt & Associates, LLC | 19,507 | $3.26M | 1.31% | +1,044+5.7% | Added |
| Argent Advisors, Inc. | 19,997 | $3.27M | 1.88% | +408+2.1% | Added |
| Credit Capital Investments LLC | 20,000 | $3.27M | 3.55% | −8,000−28.6% | Reduced |
| Secure Asset Management, LLC | 20,043 | $3.28M | 1.62% | +1,806+9.9% | Added |
| IFG Advisory, LLC | 20,103 | $3.29M | 0.36% | +288+1.5% | Added |
| Cary Street Partner Investment Advisory LLC | 20,110 | $3.29M | 1.08% | +943+4.9% | Added |
| Phoenix Wealth Advisors | 20,126 | $3.29M | 2.46% | +91+0.5% | Added |
| Asio Capital, LLC | 20,150 | $3.30M | 1.14% | +4,907+32.2% | Added |
| Terra Nova Asset Management LLC | 20,191 | $3.31M | 2.65% | +895+4.6% | Added |
| Aull & Monroe Investment Management Corp | 20,218 | $3.31M | 1.63% | −36−0.2% | Reduced |
| Cohen Investment Advisors LLC | 20,217 | $3.31M | 2.54% | −336−1.6% | Reduced |
| Abacus Planning Group, Inc. | 20,220 | $3.31M | 1.05% | +99+0.5% | Added |
| Vident Investment Advisory, LLC | 20,257 | $3.32M | 0.10% | +7,920+64.2% | Added |
| Minot Wealth Management LLC | 20,267 | $3.32M | 0.72% | +1,951+10.7% | Added |
| International Assets Investment Management, LLC | 58,086 | $3.32M | 0.59% | −21,230−26.8% | Reduced |
| Outfitter Financial LLC | 20,318 | $3.33M | 2.62% | −152−0.7% | Reduced |
| First PREMIER Bank | 20,317 | $3.33M | 0.94% | +16+0.1% | Added |
| Hudson Capital Management LLC | 20,330 | $3.33M | 1.33% | −212−1.0% | Reduced |
| UBP Investment Advisors SA | 20,364 | $3.33M | 1.29% | +499+2.5% | Added |
| Elgethun Capital Management | 20,370 | $3.34M | 1.15% | −64−0.3% | Reduced |
| OPSEU Pension Plan Trust Fund | 20,219 | $3.34M | 0.84% | −307−1.5% | Reduced |
| Pacifica Partners Inc. | 20,630 | $3.36M | 2.45% | −54−0.3% | Reduced |
| Fiera Capital Corp | 20,561 | $3.37M | 0.01% | −4,907−19.3% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 20,572 | $3.37M | 1.10% | +14+0.1% | Added |
| Clear Creek Financial Management, LLC | 20,567 | $3.37M | 0.54% | +972+5.0% | Added |
| Sawyer & Company, Inc | 20,589 | $3.37M | 1.59% | −150−0.7% | Reduced |
| Vantis Investment Advisers L.P. | 20,600 | $3.37M | 3.53% | −39,100−65.5% | Reduced |
| Studio Investment Management LLC | 20,648 | $3.38M | 1.45% | +20,648 | New |
| Integrated Investment Consultants, LLC | 20,703 | $3.39M | 0.99% | +220+1.1% | Added |
| McMillion Capital Management Inc | 20,745 | $3.40M | 2.00% | −1,994−8.8% | Reduced |
| Intellectus Partners, LLC | 20,781 | $3.40M | 0.82% | +37+0.2% | Added |
| CNB Bank | 20,806 | $3.41M | 2.05% | +1,322+6.8% | Added |
| Ashfield Capital Partners, LLC | 20,828 | $3.41M | 0.24% | 00.0% | Unchanged |
| Advisors Management Group Inc | 20,854 | $3.41M | 1.06% | +142+0.7% | Added |
| Oarsman Capital, Inc. | 20,901 | $3.42M | 1.38% | −928−4.3% | Reduced |
| Convergence Investment Partners, LLC | 20,920 | $3.42M | 1.84% | −6,331−23.2% | Reduced |
| WC Walker & Associates, Inc. | 21,032 | $3.44M | 1.84% | +364+1.8% | Added |
| Northstar Asset Management LLC | 21,058 | $3.45M | 0.90% | +250+1.2% | Added |
| Great Diamond Partners, LLC | 21,083 | $3.45M | 0.95% | +1,363+6.9% | Added |
| Little House Capital LLC | 21,114 | $3.46M | 2.03% | −4,851−18.7% | Reduced |
| Lederer & Associates Investment Counsel | 21,170 | $3.46M | 2.24% | +227+1.1% | Added |
| Investment Partners, Ltd. | 21,241 | $3.48M | 1.58% | −72−0.3% | Reduced |
| Brightworth | 21,245 | $3.48M | 0.32% | +1,754+9.0% | Added |
| Essex Savings Bank | 21,765 | $3.48M | 1.27% | +354+1.7% | Added |
| New Potomac Partners, LLC | 21,300 | $3.49M | 2.41% | −150−0.7% | Reduced |
| Cobblestone Capital Advisors LLC | 21,337 | $3.49M | 0.24% | −1,450−6.4% | Reduced |
| VeraBank, N.A. | 21,443 | $3.51M | 1.99% | +770+3.7% | Added |
| Cordatus Wealth Management LLC | 21,468 | $3.51M | 2.70% | +21,468 | New |
| Court Place Advisors, LLC | 21,486 | $3.52M | 1.04% | −200−0.9% | Reduced |
| Affinity Wealth Management LLC | 21,251 | $3.52M | 0.72% | −571−2.6% | Reduced |
| Modus Advisors, LLC | 21,527 | $3.52M | 1.52% | +97+0.5% | Added |
| Farr Miller & Washington LLC | 21,592 | $3.53M | 0.23% | 00.0% | Unchanged |
| Columbia Trust Co 01012016 | 21,622 | $3.54M | 1.87% | +691+3.3% | Added |
| Poehling Capital Management, LLC | 21,684 | $3.55M | 1.20% | −709−3.2% | Reduced |
| Almanack Investment Partners, LLC. | 21,703 | $3.55M | 0.31% | +975+4.7% | Added |
| Boston Financial Mangement LLC | 21,723 | $3.56M | 0.14% | +2,697+14.2% | Added |
| Armor Investment Advisors, LLC | 21,729 | $3.56M | 2.23% | −554−2.5% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 21,730 | $3.56M | 2.59% | −25−0.1% | Reduced |
| Founders Financial Alliance, LLC | 21,792 | $3.57M | 1.67% | +596+2.8% | Added |
| Nicolet Bankshares Inc | 21,795 | $3.57M | 0.92% | +1,271+6.2% | Added |
| Evoke Wealth, LLC | 21,879 | $3.58M | 0.13% | +2,113+10.7% | Added |
| Adirondack Trust Co | 21,104 | $3.59M | 1.71% | −176−0.8% | Reduced |
| Leisure Capital Management | 21,915 | $3.59M | 1.93% | +1,314+6.4% | Added |
| Cascadia Advisory Services, LLC | 21,927 | $3.59M | 0.73% | +156+0.7% | Added |
| Merit Financial Group, LLC | 21,972 | $3.60M | 0.38% | +981+4.7% | Added |
| First United Bank Trust | 22,060 | $3.61M | 1.47% | +82+0.4% | Added |
| AllGen Financial Advisors, Inc. | 22,084 | $3.61M | 2.95% | +4,404+24.9% | Added |
| Proquility Private Wealth Partners, LLC | 22,109 | $3.62M | 1.37% | +581+2.7% | Added |
| Wealthsource Partners, LLC | 22,192 | $3.63M | 0.32% | +1,927+9.5% | Added |
| Compton Wealth Advisory Group, LLC | 22,267 | $3.65M | 1.71% | −350−1.5% | Reduced |
| Beaton Management Co. Inc. | 22,278 | $3.65M | 2.41% | −60.0% | Reduced |
| Pavion Blue Capital, LLC | 22,287 | $3.65M | 2.27% | −155−0.7% | Reduced |
| Claraphi Advisory Network, LLC | 22,323 | $3.65M | 1.29% | −70.0% | Reduced |
| Canton Hathaway, LLC | 22,390 | $3.67M | 1.05% | +685+3.2% | Added |
| Heritage Way Advisors, LLC | 22,434 | $3.67M | 1.53% | −39−0.2% | Reduced |
| McKinley Carter Wealth Services, Inc. | 22,455 | $3.68M | 0.30% | +950+4.4% | Added |
| Valmark Advisers, Inc. | 22,489 | $3.68M | 0.07% | +48+0.2% | Added |
| Wunderlich Capital Managemnt | 22,486 | $3.68M | 1.77% | +620+2.8% | Added |
| Blue Fin Capital, Inc. | 22,538 | $3.69M | 1.13% | −87−0.4% | Reduced |
| Pinnacle Bancorp, Inc. | 22,538 | $3.69M | 1.48% | +11,189+98.6% | Added |
| Sutton Wealth Advisors Inc. | 22,573 | $3.70M | 1.36% | +317+1.4% | Added |
| Piscataqua Savings Bank | 22,621 | $3.70M | 3.20% | +20+0.1% | Added |
| Harbor Advisory Corp | 22,648 | $3.71M | 1.61% | +85+0.4% | Added |