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 |
|---|---|---|---|---|---|
| Hoese & Co LLP | 1,618 | $265.0K | 0.29% | 00.0% | Unchanged |
| Lokken Investment Group LLC | 1,617 | $265.0K | 0.21% | +68+4.4% | Added |
| Pinnacle Family Advisors, LLC | 1,628 | $266.0K | 0.12% | −313−16.1% | Reduced |
| Harvest Fund Management Co., Ltd | 1,629 | $266.0K | 0.06% | 00.0% | Unchanged |
| Cookson Peirce & Co Inc | 1,623 | $266.0K | 0.02% | +3+0.2% | Added |
| Tru Independence Asset Management 2, LLC | 1,626 | $266.0K | 0.19% | +109+7.2% | Added |
| Weybosset Research & Management LLC | 1,625 | $266.0K | 0.11% | +125+8.3% | Added |
| Zeke Capital Advisors, LLC | 1,625 | $266.0K | 0.02% | +1,625 | New |
| Stoneridge Investment Partners LLC | 1,637 | $268.0K | 0.13% | +1,637 | New |
| D'Orazio & Associates, Inc. | 1,656 | $271.0K | 0.07% | +622+60.2% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 1,669 | $273.0K | 0.02% | +8+0.5% | Added |
| KFA Private Wealth Group, LLC | 1,682 | $275.0K | 0.15% | −209−11.1% | Reduced |
| Summit Wealth Partners, LLC | 1,689 | $276.5K | 0.07% | +15+0.9% | Added |
| AlphaCore Capital LLC | 1,691 | $277.0K | 0.14% | +1,691 | New |
| Ellsworth Advisors, LLC | 1,699 | $278.0K | 0.13% | −143−7.8% | Reduced |
| Shilanski & Associates, Inc. | 1,698 | $278.0K | 0.13% | −23−1.3% | Reduced |
| Tatro Capital, LLC | 1,706 | $279.0K | 0.22% | −1,625−48.8% | Reduced |
| Wallace Capital Management Inc. | 1,704 | $279.0K | 0.04% | −50−2.9% | Reduced |
| ShoreHaven Wealth Partners, LLC | 1,714 | $280.0K | 0.15% | −33−1.9% | Reduced |
| First Wilshire Securities Management Inc | 1,719 | $281.0K | 0.09% | +2+0.1% | Added |
| Legacy Financial Strategies, LLC | 1,728 | $283.0K | 0.13% | +8+0.5% | Added |
| Smith Anglin Financial, LLC | 1,735 | $284.0K | 0.06% | −37−2.1% | Reduced |
| Intrepid Capital Management Inc | 1,738 | $284.0K | 0.14% | +13+0.8% | Added |
| Baron Financial Group, LLC | 1,735 | $284.0K | 0.17% | 00.0% | Unchanged |
| Asset Advisors Investment Management, LLC | 1,744 | $285.0K | 0.03% | +2+0.1% | Added |
| Detalus Advisors, LLC | 1,742 | $285.0K | 0.14% | 00.0% | Unchanged |
| TMD Wealth Management, LLC | 1,741 | $285.0K | 0.12% | 00.0% | Unchanged |
| Lipe & Dalton | 1,755 | $287.0K | 0.15% | 00.0% | Unchanged |
| Parkside Advisors LLC | 1,756 | $287.0K | 0.09% | 00.0% | Unchanged |
| Goepper Burkhardt LLC | 1,755 | $287.0K | 0.18% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 1,770 | $290.0K | 0.28% | −56−3.1% | Reduced |
| Tower Wealth Partners, Inc. | 1,774 | $290.0K | 0.31% | +55+3.2% | Added |
| Smith & Howard Wealth Management, LLC | 1,769 | $290.0K | 0.14% | +1,769 | New |
| Motive Wealth Advisors | 1,780 | $291.0K | 0.20% | +267+17.6% | Added |
| Ade, LLC | 1,781 | $292.0K | 0.27% | −601−25.2% | Reduced |
| BCS Wealth Management | 1,784 | $292.0K | 0.12% | +23+1.3% | Added |
| Prairiewood Capital, LLC | 1,798 | $294.0K | 0.24% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 1,795 | $294.0K | 0.05% | 00.0% | Unchanged |
| Alamar Capital Management, LLC | 1,796 | $294.0K | 0.23% | +260+16.9% | Added |
| Ameraudi Asset Management, Inc. | 1,816 | $297.0K | 0.13% | 00.0% | Unchanged |
| Harborview Advisors, LLC | 1,812 | $297.0K | 0.17% | +3+0.2% | Added |
| Kingfisher Capital LLC | 1,818 | $297.0K | 0.08% | +202+12.5% | Added |
| CFS Investment Advisory Services, LLC | 1,813 | $297.0K | 0.04% | +1,813 | New |
| Sovereign Financial Group, Inc. | 1,820 | $298.0K | 0.17% | −468−20.5% | Reduced |
| Tanaka Capital Management Inc | 1,825 | $299.0K | 0.43% | −100−5.2% | Reduced |
| Freedom Day Solutions, LLC | 1,832 | $300.0K | 0.14% | +37+2.1% | Added |
| S.E.E.D. Planning Group LLC | 1,840 | $301.0K | 0.14% | −408−18.1% | Reduced |
| Vivid Financial Management, Inc. | 1,848 | $302.0K | 0.12% | −103−5.3% | Reduced |
| Trust Co of Kansas | 1,843 | $302.0K | 0.17% | +76+4.3% | Added |
| Curi Capital | 1,853 | $303.0K | 0.14% | +17+0.9% | Added |
| Willow Creek Wealth Management Inc. | 1,859 | $304.0K | 0.07% | −129−6.5% | Reduced |
| Confluence Investment Management LLC | 1,863 | $305.0K | 0.00% | +78+4.4% | Added |
| Sym Financial Corp | 1,863 | $305.0K | 0.18% | +305+19.6% | Added |
| Pacific Edge Advisors, LLC | 1,878 | $307.0K | 0.15% | 00.0% | Unchanged |
| Tamar Securities, LLC | 1,881 | $308.0K | 0.11% | −1,103−37.0% | Reduced |
| ERn Financial, LLC | 1,879 | $308.0K | 0.08% | 00.0% | Unchanged |
| Clean Yield Group | 1,883 | $308.0K | 0.11% | +131+7.5% | Added |
| Vishria Bird Financial Group, LLC | 1,887 | $309.0K | 0.16% | 00.0% | Unchanged |
| PYA Waltman Capital, LLC | 1,893 | $310.0K | 0.17% | −444−19.0% | Reduced |
| Tacita Capital Inc | 1,895 | $310.0K | 0.19% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 1,894 | $310.0K | 0.05% | +4+0.2% | Added |
| Navellier & Associates Inc | 1,900 | $311.0K | 0.05% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 1,900 | $311.0K | 0.16% | −2−0.1% | Reduced |
| Wellspring Financial Advisors, LLC | 1,905 | $312.0K | 0.09% | 00.0% | Unchanged |
| Triton Wealth Management, PLLC | 1,882 | $314.0K | 0.15% | −5−0.3% | Reduced |
| Roth Financial Partners LLC | 1,929 | $316.0K | 0.25% | 00.0% | Unchanged |
| Unigestion Holding SA | 1,912 | $317.0K | 0.01% | −6,465−77.2% | Reduced |
| Hilltop Wealth Advisors, LLC | 1,936 | $317.0K | 0.22% | −200−9.4% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 1,943 | $318.0K | 0.18% | +501+34.7% | Added |
| Bickling Financial Services, Inc. | 1,951 | $319.0K | 0.16% | −1,405−41.9% | Reduced |
| Salomon & Ludwin, LLC | 1,948 | $319.0K | 0.05% | +1,948 | New |
| Disciplined Growth Investors Inc | 1,953 | $320.0K | 0.01% | −143−6.8% | Reduced |
| ERTS Wealth Advisors, LLC | 1,956 | $320.0K | 0.08% | +1+0.1% | Added |
| Baron Silver Stevens Financial Advisors, LLC | 1,963 | $321.0K | 0.09% | −1,824−48.2% | Reduced |
| Prentiss Smith & Co Inc | 1,973 | $323.0K | 0.16% | 00.0% | Unchanged |
| New World Advisors LLC | 1,886 | $324.0K | 0.15% | −12,269−86.7% | Reduced |
| MPS Loria Financial Planners, LLC | 1,982 | $324.0K | 0.15% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 1,990 | $326.0K | 0.10% | −78−3.8% | Reduced |
| Chickasaw Capital Management LLC | 2,000 | $327.0K | 0.02% | 00.0% | Unchanged |
| Telemetry Investments, L.L.C. | 2,000 | $327.0K | 0.45% | 00.0% | Unchanged |
| Hayden Royal, LLC | 2,002 | $328.0K | 0.54% | −4,431−68.9% | Reduced |
| HFR Wealth Management, LLC | 2,004 | $328.0K | 0.10% | −144−6.7% | Reduced |
| Knuff & Co LLC | 2,002 | $328.0K | 0.12% | +25+1.3% | Added |
| Petix & Botte Co | 2,014 | $329.0K | 0.11% | +2,014 | New |
| Kohmann Bosshard Financial Services, LLC | 2,014 | $330.0K | 0.07% | 00.0% | Unchanged |
| Exeter Financial, LLC | 2,028 | $332.0K | 0.20% | −94−4.4% | Reduced |
| Diversified Portfolios, Inc. | 2,028 | $332.0K | 0.09% | 00.0% | Unchanged |
| Teza Capital Management LLC | 2,034 | $333.0K | 0.16% | −7,536−78.7% | Reduced |
| New England Professional Planning Group Inc. | 1,970 | $334.0K | 0.20% | 00.0% | Unchanged |
| Derby & Company, Inc | 2,041 | $334.0K | 0.07% | +168+9.0% | Added |
| Clearwater Capital Advisors, LLC | 2,054 | $336.0K | 0.04% | −18−0.9% | Reduced |
| Wealth Quarterback LLC | 16,131 | $337.0K | 0.22% | +13,978+649.2% | Added |
| Arcadia Investment Management Corp | 2,060 | $337.0K | 0.06% | 00.0% | Unchanged |
| First Pacific Financial | 2,060 | $337.0K | 0.18% | +2,060 | New |
| Curtis Advisory Group, LLC | 2,062 | $338.0K | 0.12% | −438−17.5% | Reduced |
| Capital Financial Planning, LLC | 2,067 | $338.0K | 0.13% | −240−10.4% | Reduced |
| Conestoga Capital Advisors, LLC | 2,066 | $338.0K | 0.00% | 00.0% | Unchanged |
| Shikiar Asset Management Inc | 2,070 | $339.0K | 0.10% | 00.0% | Unchanged |
| Wescott Financial Advisory Group, LLC | 2,079 | $340.0K | 0.19% | +2,079 | New |
| Act Wealth Management, LLC | 2,190 | $341.0K | 0.21% | 00.0% | Unchanged |