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; 5,157 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 | 5,157 | $643.7B |
| Q1 2026 | 5,102 | $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 | 4,679 | $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 | 3,711 | $297.0B |
| Q2 2023 | 3,672 | $297.6B |
| Q1 2023 | 3,612 | $266.3B |
| Q4 2022 | 3,629 | $278.3B |
| Q3 2022 | 3,396 | $212.9B |
| Q2 2022 | 3,428 | $229.3B |
| Q1 2022 | 3,519 | $278.9B |
| Q4 2021 | 3,594 | $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 |
|---|---|---|---|---|---|
| White Lighthouse Investment Management Inc. | 1,227 | $201.0K | 0.05% | −100−7.5% | Reduced |
| Brickley Wealth Management | 1,235 | $202.0K | 0.05% | +1,235 | New |
| Burns Matteson Capital Management, LLC | 1,239 | $202.8K | 0.15% | +1,239 | New |
| Ashford Capital Management Inc | 1,242 | $203.0K | 0.02% | +1,242 | New |
| Vista Private Wealth Partners. LLC | 1,239 | $203.0K | 0.08% | +1,239 | New |
| Gibson Capital, LLC | 1,267 | $205.0K | 0.05% | +1,267 | New |
| RHS Financial, LLC | 1,250 | $205.0K | 0.15% | +1,250 | New |
| First Affirmative Financial Network | 1,261 | $206.0K | 0.21% | +1,261 | New |
| TD Capital Management LLC | 1,270 | $208.0K | 0.03% | +2+0.2% | Added |
| Capstone Triton Financial Group, LLC | 1,224 | $209.0K | 0.13% | +1,224 | New |
| Capital Bank & Trust Co | 1,285 | $210.0K | 7.10% | −1,150,160−99.9% | Reduced |
| Truvvo Partners LLC | 1,283 | $210.0K | 0.15% | +1,283 | New |
| Mycio Wealth Partners, LLC | 1,286 | $211.0K | 0.08% | 00.0% | Unchanged |
| Brand Asset Management Group, Inc. | 1,290 | $211.0K | 0.10% | +1,290 | New |
| Waterfront Wealth Inc. | 1,286 | $211.0K | 0.10% | +1,286 | New |
| Verity Asset Management, Inc. | 1,297 | $212.0K | 0.14% | −265−17.0% | Reduced |
| Flossbach Von Storch AG | 1,300 | $213.0K | 0.00% | 00.0% | Unchanged |
| Epiq Partners, LLC | 1,310 | $214.0K | 0.10% | −12−0.9% | Reduced |
| Manatuck Hill Partners, LLC | 1,305 | $214.0K | 0.07% | 00.0% | Unchanged |
| Peak Financial Management, Inc. | 1,308 | $214.0K | 0.07% | +1,308 | New |
| Kendall Capital Management | 1,306 | $214.0K | 0.12% | +1,306 | New |
| Leelyn Smith, LLC | 1,314 | $215.0K | 0.06% | +85+6.9% | Added |
| Lazard Freres Gestion S.A.S. | 1,300 | $215.0K | 0.01% | +1,300 | New |
| Synergy Financial Management, LLC | 1,319 | $216.0K | 0.05% | −1,754−57.1% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,324 | $216.7K | 0.26% | 00.0% | Unchanged |
| Seneca Financial Advisors LLC | 1,325 | $216.8K | 0.14% | +1+0.1% | Added |
| Prostatis Group LLC | 1,325 | $216.9K | 0.13% | −4−0.3% | Reduced |
| Tectonic Advisors LLC | 1,325 | $217.0K | 0.04% | +205+18.3% | Added |
| Retirement Capital Strategies | 1,332 | $218.0K | 0.08% | +5+0.4% | Added |
| M. Kulyk & Associates, LLC | 1,336 | $219.0K | 0.07% | +1,336 | New |
| PRW Wealth Management LLC | 1,342 | $220.0K | 0.11% | −30,136−95.7% | Reduced |
| Insight 2811, Inc. | 1,346 | $220.0K | 0.13% | −717−34.8% | Reduced |
| Timber Creek Capital Management LLC | 1,350 | $220.0K | 0.07% | −250−15.6% | Reduced |
| Wealthstar Advisors, LLC | 1,343 | $220.0K | 0.08% | +1,343 | New |
| GenTrust, LLC | 1,342 | $220.0K | 0.02% | +1,342 | New |
| Sterling Financial Planning, Inc. | 1,349 | $221.0K | 0.14% | −80−5.6% | Reduced |
| Annapolis Financial Services, LLC | 1,350 | $221.0K | 0.07% | +98+7.8% | Added |
| Blue Barn Wealth, LLC | 1,358 | $222.0K | 0.19% | +1,358 | New |
| Waller Financial Planning Group, Inc | 1,365 | $223.0K | 0.06% | +1,365 | New |
| Daniels&Tansey,LLP | 1,372 | $224.0K | 0.08% | +5+0.4% | Added |
| Cypress Point Wealth Management, LLC | 1,377 | $225.0K | 0.16% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 1,381 | $226.0K | 0.05% | −46−3.2% | Reduced |
| Syverson Strege & Co | 1,378 | $226.0K | 0.18% | +1,378 | New |
| Retirement Planning Group | 1,386 | $227.0K | 0.03% | +25+1.8% | Added |
| Toth Financial Advisory Corp | 1,385 | $227.0K | 0.03% | +34+2.5% | Added |
| AXS Investments LLC | 1,394 | $228.0K | 0.09% | −5,305−79.2% | Reduced |
| Cowen Prime Advisors LLC | 1,395 | $228.0K | 0.08% | 00.0% | Unchanged |
| Arcus Capital Partners, LLC | 1,394 | $228.0K | 0.09% | +4+0.3% | Added |
| Claybrook Capital, LLC | 1,400 | $229.0K | 0.12% | −41,749−96.8% | Reduced |
| Horrell Capital Management, Inc. | 1,397 | $229.0K | 0.09% | −100−6.7% | Reduced |
| Acas, LLC | 1,403 | $230.0K | 0.32% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 1,405 | $230.0K | 0.26% | +1,405 | New |
| Keystone Financial Planning, Inc. | 1,413 | $231.0K | 0.08% | 00.0% | Unchanged |
| HT Partners LLC | 1,418 | $232.0K | 0.07% | +21+1.5% | Added |
| D.B. Root & Company, LLC | 1,427 | $233.0K | 0.09% | −583−29.0% | Reduced |
| Rezny Wealth Management, Inc. | 1,426 | $233.0K | 0.08% | −5−0.3% | Reduced |
| Fernwood Investment Management, LLC | 1,429 | $234.0K | 0.08% | −54−3.6% | Reduced |
| DB Wealth Management Group, LLC | 1,432 | $234.0K | 0.15% | 00.0% | Unchanged |
| McGuire Investment Group, LLC | 1,432 | $234.0K | 0.04% | +17+1.2% | Added |
| Somerville Kurt F | 1,435 | $235.0K | 0.04% | −366−20.3% | Reduced |
| Essex Private Wealth Management, LLC | 1,436 | $235.0K | 0.21% | +82+6.1% | Added |
| Rappaport Reiches Capital Management, LLC | 1,442 | $236.0K | 0.23% | 00.0% | Unchanged |
| Corbyn Investment Management Inc | 1,451 | $238.0K | 0.08% | 00.0% | Unchanged |
| American Financial Advisors, LLC | 1,472 | $241.0K | 0.03% | +6+0.4% | Added |
| Sage Capital Advisors,llc | 1,475 | $241.0K | 0.10% | +2+0.1% | Added |
| Valtinson Bruner Financial Planning LLC | 1,412 | $241.0K | 0.13% | −58−3.9% | Reduced |
| Ascension Capital Advisors, Inc. | 1,481 | $242.0K | 0.16% | 00.0% | Unchanged |
| Twin Tree Management, LP | 1,479 | $242.0K | 0.01% | +1,479 | New |
| Biechele Royce Advisors | 1,477 | $242.0K | 0.11% | +1,477 | New |
| KWMG, LLC | 1,485 | $243.0K | 0.04% | 00.0% | Unchanged |
| Van Leeuwen & Company, LLC | 1,493 | $244.0K | 0.15% | +145+10.8% | Added |
| Codex Capital, L.L.C. | 1,500 | $244.1K | 0.13% | 00.0% | Unchanged |
| Colrain Capital LLC | 1,500 | $245.0K | 0.46% | 00.0% | Unchanged |
| Summit Place Financial Advisors, LLC | 1,499 | $245.0K | 0.18% | +1,499 | New |
| Roble, Belko & Company, Inc | 1,504 | $246.0K | 0.05% | 00.0% | Unchanged |
| Capital Investment Services of America, Inc. | 1,501 | $246.0K | 0.02% | 00.0% | Unchanged |
| Bourne Lent Asset Management Inc | 1,500 | $246.0K | 0.07% | 00.0% | Unchanged |
| RiverFront Investment Group, LLC | 1,500 | $246.0K | 0.01% | 00.0% | Unchanged |
| Intelligence Driven Advisers, LLC | 1,460 | $246.0K | 0.06% | +5+0.3% | Added |
| Garrison Asset Management, LLC | 1,509 | $247.0K | 0.15% | 00.0% | Unchanged |
| Polar Asset Management Partners Inc. | 1,510 | $247.0K | 0.00% | +1,510 | New |
| Jacobson & Schmitt Advisors, LLC | 1,523 | $249.0K | 0.07% | −41−2.6% | Reduced |
| Halpern Financial, Inc. | 1,539 | $251.9K | 0.12% | +1,414+1,131.2% | Added |
| Disciplined Investments, LLC | 1,538 | $252.0K | 0.12% | 00.0% | Unchanged |
| Asset Management Group, Inc. | 1,548 | $253.0K | 0.05% | −587−27.5% | Reduced |
| Symphony Financial, Ltd. Co. | 1,526 | $253.0K | 0.09% | −4−0.3% | Reduced |
| Biltmore Capital Advisors LLC | 1,557 | $255.0K | 0.05% | −7−0.4% | Reduced |
| Ramsay, Stattman, Vela & Price, Inc. | 1,561 | $256.0K | 0.06% | 00.0% | Unchanged |
| Seven Springs Wealth Group, LLC | 1,564 | $256.0K | 0.13% | 00.0% | Unchanged |
| CVA Family Office, LLC | 2,690 | $259.0K | 0.19% | −5,296−66.3% | Reduced |
| Marquette Asset Management, LLC | 1,582 | $259.0K | 0.06% | +24+1.5% | Added |
| MA Private Wealth | 1,591 | $260.0K | 0.05% | +5+0.3% | Added |
| Matthew Goff Investment Advisor, LLC | 1,602 | $262.0K | 0.06% | 00.0% | Unchanged |
| Horiko Capital Management LLC | 1,600 | $262.0K | 0.11% | 00.0% | Unchanged |
| Fca Corp | 2,216 | $263.0K | 0.08% | 00.0% | Unchanged |
| Kinloch Capital, LLC | 1,607 | $263.0K | 0.19% | −110−6.4% | Reduced |
| Charles Schwab Investment Advisory, Inc. | 1,607 | $263.0K | 0.00% | +1,607 | New |
| BlueSky Wealth Advisors, LLC | 1,610 | $264.0K | 0.05% | 00.0% | Unchanged |
| NexWave Capital Partners LLC | 1,610 | $264.0K | 0.68% | 00.0% | Unchanged |
| McGowan Group Asset Management, Inc. | 1,611 | $264.0K | 0.04% | +296+22.5% | Added |