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 |
|---|---|---|---|---|---|
| Adams Wealth Management | 2,081 | $341.0K | 0.13% | 00.0% | Unchanged |
| BEAM Asset Management, LLC | 2,083 | $341.0K | 0.29% | +2,083 | New |
| Mezzasalma Advisors, LLC | 2,090 | $342.0K | 0.19% | +2+0.1% | Added |
| Compton Financial Group, LLC | 2,098 | $343.0K | 0.15% | 00.0% | Unchanged |
| Bridge Advisory, LLC | 2,097 | $343.0K | 0.17% | 00.0% | Unchanged |
| Financial Advisory Group | 2,102 | $344.0K | 0.08% | +5+0.2% | Added |
| Joseph P. Lucia & Associates, LLC | 2,098 | $344.0K | 0.20% | +10.0% | Added |
| Avenue 1 Advisors, LLC | 2,116 | $346.0K | 0.20% | +134+6.8% | Added |
| AlphaMark Advisors, LLC | 2,126 | $348.0K | 0.13% | −14−0.7% | Reduced |
| East Coast Asset Management, LLC. | 2,141 | $350.0K | 0.08% | 00.0% | Unchanged |
| Campbell Wealth Management | 2,139 | $350.0K | 0.05% | +33+1.6% | Added |
| America First Investment Advisors, LLC | 2,150 | $352.0K | 0.11% | −3,400−61.3% | Reduced |
| Better Money Decisions, LLC | 2,153 | $352.0K | 0.29% | +12+0.6% | Added |
| Cadent Capital Advisors, LLC | 2,158 | $353.0K | 0.16% | −44−2.0% | Reduced |
| Wealth Advisors of Iowa, LLC | 2,164 | $354.0K | 0.19% | −257−10.6% | Reduced |
| St. Clair Advisors, LLC | 2,166 | $354.6K | 0.25% | +2,166 | New |
| McNaughton Wealth Management, LLC | 2,170 | $355.0K | 0.25% | +243+12.6% | Added |
| Apexium Financial, LP | 2,167 | $355.0K | 0.21% | +567+35.4% | Added |
| Coyle Financial Counsel LLC | 2,168 | $355.0K | 0.21% | +2,168 | New |
| 1776 Wealth LLC | 2,172 | $356.0K | 0.20% | −131−5.7% | Reduced |
| Brouwer & Janachowski, LLC | 2,182 | $357.0K | 0.06% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 2,180 | $357.0K | 0.22% | +2,180 | New |
| Cahaba Wealth Management, Inc. | 2,192 | $358.0K | 0.05% | +2,192 | New |
| IronBridge Private Wealth, LLC | 2,192 | $359.0K | 0.21% | +9+0.4% | Added |
| Meridian Wealth Partners, LLC | 2,207 | $361.0K | 0.07% | +53+2.5% | Added |
| One Wealth Advisors, LLC | 2,223 | $364.0K | 0.11% | −213−8.7% | Reduced |
| Deltec Asset Management LLC | 2,225 | $364.0K | 0.05% | 00.0% | Unchanged |
| Oxinas Partners Wealth Management LLC | 2,229 | $365.0K | 0.21% | +6+0.3% | Added |
| Centiva Capital, LP | 2,235 | $366.0K | 0.03% | −25,990−92.1% | Reduced |
| ICW Investment Advisors LLC | 2,234 | $366.0K | 0.24% | +10.0% | Added |
| Redhawk Wealth Advisors, Inc. | 2,243 | $367.0K | 0.10% | −2,847−55.9% | Reduced |
| Financial Advisors Network, Inc. | 2,197 | $367.0K | 0.08% | +165+8.1% | Added |
| Jacobs & Co | 2,251 | $368.0K | 0.04% | −30−1.3% | Reduced |
| Rice Hall James & Associates, LLC | 2,249 | $368.0K | 0.01% | 00.0% | Unchanged |
| Wills Financial Group, Inc. | 2,261 | $370.0K | 0.17% | 00.0% | Unchanged |
| SP Asset Management | 2,217 | $372.0K | 0.04% | +6+0.3% | Added |
| AGF Investments LLC | 2,276 | $373.0K | 0.04% | −190−7.7% | Reduced |
| Ellevest, Inc. | 2,284 | $374.0K | 0.04% | −393−14.7% | Reduced |
| NovaPoint Capital, LLC | 2,291 | $375.0K | 0.15% | +230+11.2% | Added |
| Relative Value Partners Group, LLC | 2,308 | $378.0K | 0.03% | −498−17.7% | Reduced |
| Manchester Financial Inc | 2,313 | $379.0K | 0.15% | −196−7.8% | Reduced |
| Jeereddi Investments, LP | 2,313 | $379.0K | 0.35% | 00.0% | Unchanged |
| F3Logic, LLC | 2,334 | $380.0K | 0.05% | +3+0.1% | Added |
| Garner Asset Management Corp | 2,319 | $380.0K | 0.18% | +10.0% | Added |
| Isthmus Partners, LLC | 2,339 | $383.0K | 0.07% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 2,345 | $384.0K | 0.17% | −10−0.4% | Reduced |
| Truepoint, Inc. | 2,356 | $386.0K | 0.02% | −118−4.8% | Reduced |
| Madison Wealth Management | 2,357 | $386.0K | 0.08% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 2,313 | $386.7K | 0.20% | −583−20.1% | Reduced |
| Qube Research & Technologies Ltd | 2,364 | $387.0K | 0.00% | +2,364 | New |
| Websterrogers Financial Advisors, LLC | 2,377 | $389.0K | 0.09% | +12+0.5% | Added |
| Northern Capital Management, Inc. | 2,386 | $391.0K | 0.33% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 2,396 | $392.0K | 0.08% | +2,396 | New |
| Arthur M. Cohen & Associates, LLC | 2,403 | $393.0K | 0.08% | 00.0% | Unchanged |
| Bond & Devick Financial Network, Inc. | 2,403 | $393.0K | 0.33% | +100+4.3% | Added |
| Arnhold LLC | 2,412 | $395.0K | 0.05% | 00.0% | Unchanged |
| WSFS Capital Management, LLC | 2,442 | $400.0K | 0.18% | +10.0% | Added |
| QVR LLC | 2,441 | $400.0K | 0.82% | +208+9.3% | Added |
| Tobam | 2,444 | $400.0K | 0.02% | +679+38.5% | Added |
| Abacus Wealth Partners, LLC | 2,449 | $400.9K | 0.15% | −841−25.6% | Reduced |
| Walkner Condon Financial Advisors LLC | 2,446 | $401.0K | 0.20% | +302+14.1% | Added |
| Pensionmark Financial Group, LLC | 2,455 | $402.0K | 0.09% | −145−5.6% | Reduced |
| Smith Shellnut Wilson LLC | 2,465 | $403.0K | 0.23% | +600+32.2% | Added |
| Vista Capital Partners, Inc. | 2,467 | $404.0K | 0.06% | 00.0% | Unchanged |
| Encompass Wealth Advisors, LLC | 2,481 | $406.0K | 0.11% | +10.0% | Added |
| Covey Capital Advisors, LLC | 2,500 | $409.0K | 0.33% | – | – |
| J. L. Bainbridge & Co., Inc. | 2,501 | $409.0K | 0.05% | +80+3.3% | Added |
| Bridgeworth, LLC | 2,507 | $410.0K | 0.12% | −69−2.7% | Reduced |
| Lathrop Investment Management Corp | 2,505 | $410.0K | 0.09% | 00.0% | Unchanged |
| Diligent Investors, LLC | 2,641 | $411.0K | 0.14% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 2,511 | $411.0K | 0.18% | +3+0.1% | Added |
| Beirne Wealth Consulting Services, LLC | 2,509 | $411.0K | 0.23% | +730+41.0% | Added |
| Hapanowicz & Associates Financial Services, Inc | 2,520 | $412.0K | 0.18% | 00.0% | Unchanged |
| KWB Wealth | 2,525 | $413.0K | 0.07% | +467+22.7% | Added |
| Mountain Capital Investment Advisors, Inc | 2,432 | $414.0K | 0.22% | −1,245−33.9% | Reduced |
| Rinet Co LLC | 2,531 | $414.0K | 0.08% | +828+48.6% | Added |
| TSFG, LLC | 2,537 | $415.0K | 0.16% | +10.0% | Added |
| US Financial Advisors, LLC | 2,533 | $415.0K | 0.21% | 00.0% | Unchanged |
| Okabena Investment Services Inc | 2,546 | $417.0K | 0.22% | 00.0% | Unchanged |
| Summit Wealth & Retirement Planning, Inc. | 2,559 | $419.0K | 0.15% | +258+11.2% | Added |
| Lehman & Derafelo Financial Resources LLC | 2,564 | $420.0K | 0.14% | +143+5.9% | Added |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 2,587 | $423.0K | 0.08% | 00.0% | Unchanged |
| Karn, Couzens & Associates, Inc. | 2,586 | $423.0K | 0.32% | 00.0% | Unchanged |
| Wealth Advisors, Inc. | 2,545 | $425.0K | 0.17% | +34+1.4% | Added |
| Clare Market Investments LLC | 2,602 | $426.0K | 0.13% | +7+0.3% | Added |
| Strategic Family Wealth Counselors, L.L.C. | 2,600 | $426.0K | 0.15% | +1,000+62.5% | Added |
| Golden Green, Inc. | 2,608 | $427.0K | 0.33% | −696−21.1% | Reduced |
| Altus Wealth Management, LLC | 2,611 | $427.0K | 0.27% | +6+0.2% | Added |
| Aprio Wealth Management, LLC | 2,616 | $428.0K | 0.20% | +27+1.0% | Added |
| Arbor Wealth Management, LLC | 2,620 | $429.0K | 0.10% | +1,232+88.8% | Added |
| Praetorian Wealth Management, Inc. | 2,628 | $430.0K | 0.15% | 00.0% | Unchanged |
| AIMZ Investment Advisors, LLC | 2,639 | $432.0K | 0.19% | +250+10.5% | Added |
| Vanguard Capital Wealth Advisors | 2,678 | $438.0K | 0.33% | +6+0.2% | Added |
| Capital Wealth Alliance, LLC | 2,630 | $438.0K | 0.27% | +3+0.1% | Added |
| Marotta Asset Management | 2,685 | $439.5K | 0.11% | 00.0% | Unchanged |
| Private Capital Management LLC | 2,690 | $440.0K | 0.18% | +303+12.7% | Added |
| CMG Global Holdings, LLC | 2,694 | $441.0K | 0.33% | −2,074−43.5% | Reduced |
| Coco Enterprises, LLC | 2,702 | $442.0K | 0.35% | −161−5.6% | Reduced |
| Koss-Olinger Consulting, LLC | 2,702 | $442.0K | 0.07% | 00.0% | Unchanged |
| Affinia Financial Group, LLC | 2,591 | $443.0K | 0.28% | −54−2.0% | Reduced |