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 |
|---|---|---|---|---|---|
| Dock Street Asset Management Inc | 2,715 | $444.0K | 0.08% | 00.0% | Unchanged |
| Horst & Graben Wealth Management LLC | 2,711 | $444.0K | 0.12% | +5+0.2% | Added |
| Capital Counsel LLC | 2,717 | $445.0K | 0.02% | 00.0% | Unchanged |
| Avion Wealth | 2,716 | $445.0K | 0.13% | 00.0% | Unchanged |
| Reik & Co., LLC | 2,722 | $446.0K | 0.12% | 00.0% | Unchanged |
| Murphy Pohlad Asset Management LLC | 2,725 | $446.0K | 0.18% | 00.0% | Unchanged |
| Spotlight Asset Group, Inc. | 2,739 | $448.0K | 0.22% | −1,066−28.0% | Reduced |
| Howard Wealth Management, LLC | 2,741 | $448.0K | 0.25% | −165−5.7% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 2,740 | $448.0K | 0.26% | +10.0% | Added |
| Sycomore Asset Management | 2,700 | $448.0K | 0.07% | +1,600+145.5% | Added |
| All Season Financial Advisors, Inc. | 2,745 | $449.0K | 0.36% | −101−3.5% | Reduced |
| Wedgewood Investors Inc | 2,741 | $449.0K | 0.58% | +15+0.6% | Added |
| Palisades Hudson Asset Management, L.P. | 2,744 | $449.0K | 0.21% | +867+46.2% | Added |
| Snider Financial Group | 2,650 | $450.0K | 0.20% | −16−0.6% | Reduced |
| Community Financial Services Group, LLC | 2,761 | $452.0K | 0.12% | +178+6.9% | Added |
| Verition Fund Management LLC | 2,767 | $453.0K | 0.01% | −5,776−67.6% | Reduced |
| Trellis Advisors, LLC | 2,764 | $453.0K | 0.23% | −2−0.1% | Reduced |
| Pin Oak Investment Advisors Inc | 2,779 | $455.0K | 0.50% | −245−8.1% | Reduced |
| Guild Investment Management, Inc. | 2,777 | $455.0K | 0.44% | 00.0% | Unchanged |
| Pennsylvania Capital Management Inc | 2,648 | $455.0K | 0.20% | −35−1.3% | Reduced |
| Strid Group, LLC | 2,800 | $458.0K | 0.10% | 00.0% | Unchanged |
| Corrigan Financial, Inc. | 2,816 | $460.9K | 0.14% | +2+0.1% | Added |
| Tranquilli Financial Advisor LLC | 2,817 | $461.0K | 0.35% | +23+0.8% | Added |
| Blueshift Asset Management, LLC | 2,822 | $462.0K | 0.03% | −49,816−94.6% | Reduced |
| Fortis Advisors, LLC | 2,822 | $462.0K | 0.28% | 00.0% | Unchanged |
| Capital Advisors Wealth Management, LLC | 2,841 | $465.0K | 0.16% | +275+10.7% | Added |
| CMT Capital Markets Trading GmbH | 2,800 | $465.0K | 0.18% | +2,800 | New |
| Levy Wealth Management Group, LLC | 2,847 | $466.0K | 0.26% | +15+0.5% | Added |
| Financial Council Asset Management Inc | 2,844 | $466.0K | 0.66% | +2,844 | New |
| BCJ Capital Management, LLC | 2,858 | $468.0K | 0.05% | −460−13.9% | Reduced |
| Fulcrum Equity Management | 2,861 | $468.0K | 0.18% | +1,281+81.1% | Added |
| Callan Capital, LLC | 2,867 | $469.0K | 0.08% | −350−10.9% | Reduced |
| Horizon Kinetics Asset Management LLC | 2,874 | $470.0K | 0.01% | −10−0.3% | Reduced |
| IVC Wealth Advisors LLC | 2,872 | $470.0K | 0.32% | +10.0% | Added |
| Financial Advisory Corp | 2,869 | $470.0K | 0.32% | +24+0.8% | Added |
| JFG Wealth Management, LLC | 2,890 | $473.0K | 0.23% | 00.0% | Unchanged |
| TNF LLC | 2,956 | $473.0K | 0.20% | +2,956 | New |
| Paragon Wealth Strategies, LLC | 2,894 | $474.0K | 0.13% | +14+0.5% | Added |
| Te Ahumairangi Investment Management Ltd | 2,900 | $475.0K | 0.07% | −7,800−72.9% | Reduced |
| Column Capital Advisors, LLC | 2,906 | $476.0K | 0.10% | −8−0.3% | Reduced |
| Arkfeld Wealth Strategies, L.L.C. | 2,795 | $476.0K | 0.29% | +5+0.2% | Added |
| Hendershot Investments Inc. | 2,908 | $476.0K | 0.09% | +2,908 | New |
| Hamilton Capital, LLC | 2,923 | $478.0K | 0.04% | +1,078+58.4% | Added |
| Avenir Corp | 2,924 | $479.0K | 0.04% | 00.0% | Unchanged |
| Magnolia Capital Management Ltd | 2,925 | $479.0K | 0.41% | +2,925 | New |
| Pure Financial Advisors, Inc. | 2,936 | $481.0K | 0.04% | +314+12.0% | Added |
| Zhang Financial LLC | 2,936 | $481.0K | 0.11% | +1,280+77.3% | Added |
| Gemmer Asset Management LLC | 2,955 | $484.0K | 0.07% | +31+1.1% | Added |
| Swaine & Leidel Wealth Services, LLC | 2,961 | $484.0K | 0.43% | +2,961 | New |
| Westshore Wealth, LLC | 2,965 | $485.0K | 0.39% | −5,904−66.6% | Reduced |
| Sequent Asset Management, LLC | 2,963 | $485.0K | 0.28% | +443+17.6% | Added |
| Evolution Wealth Advisors, LLC | 2,971 | $486.0K | 0.10% | +70+2.4% | Added |
| Gryphon International Investment CORP | 2,972 | $486.0K | 1.66% | +2,972 | New |
| Foster Group, Inc. | 2,978 | $488.0K | 0.05% | +10.0% | Added |
| Raffa Wealth Management, LLC | 2,985 | $488.6K | 0.17% | +58+2.0% | Added |
| Ackerman Capital Advisors, LLC | 2,987 | $489.0K | 0.11% | +6+0.2% | Added |
| BT Wealth Management LLC | 2,985 | $489.0K | 0.15% | 00.0% | Unchanged |
| O'Keefe Stevens Advisory, Inc. | 2,995 | $490.0K | 0.27% | 00.0% | Unchanged |
| Hourglass Capital, LLC | 2,999 | $491.0K | 0.13% | +10+0.3% | Added |
| Eukles Asset Management | 3,004 | $492.0K | 0.27% | +221+7.9% | Added |
| Echo Street Capital Management LLC | 3,011 | $493.0K | 0.00% | −2,419−44.5% | Reduced |
| American Investment Services, Inc. | 3,012 | $493.0K | 0.11% | +18+0.6% | Added |
| Morris Retirement Advisors, LLC | 3,009 | $493.0K | 0.42% | +14+0.5% | Added |
| Tuttle Tactical Management | 3,026 | $495.0K | 0.57% | +1,380+83.8% | Added |
| Charter Research & Investment Group, Inc. | 3,031 | $496.0K | 0.41% | 00.0% | Unchanged |
| Matisse Capital | 3,031 | $496.0K | 0.18% | +55+1.8% | Added |
| Weaver Consulting Group | 3,035 | $497.0K | 0.27% | +137+4.7% | Added |
| Claret Asset Management Corp | 3,044 | $498.0K | 0.09% | −150−4.7% | Reduced |
| Capital Investment Counsel, Inc | 3,042 | $498.0K | 0.11% | 00.0% | Unchanged |
| Landaas & Co | 3,050 | $499.0K | 0.29% | −2,697−46.9% | Reduced |
| North Point Portfolio Managers Corp | 3,050 | $499.0K | 0.07% | +50+1.7% | Added |
| Silicon Valley Capital Partners | 3,049 | $499.0K | 0.10% | +250+8.9% | Added |
| TrueWealth Advisors, LLC | 3,057 | $500.0K | 0.28% | −167−5.2% | Reduced |
| Ocean Capital Management, LLC | 3,050 | $502.0K | 0.22% | −200−6.2% | Reduced |
| Aaron Wealth Advisors | 3,072 | $502.0K | 0.14% | +142+4.8% | Added |
| Lenox Wealth Advisors, LLC | 3,074 | $503.0K | 0.06% | −156−4.8% | Reduced |
| Cadinha & Co LLC | 3,074 | $503.0K | 0.07% | −121−3.8% | Reduced |
| Columbus Macro, LLC | 3,076 | $503.0K | 0.17% | −47−1.5% | Reduced |
| Navis Wealth Advisors, LLC | 3,096 | $507.0K | 0.43% | −1,987−39.1% | Reduced |
| Accuvest Global Advisors | 3,053 | $507.0K | 0.24% | +621+25.5% | Added |
| Independent Family Office, LLC | 3,105 | $508.0K | 0.21% | −854−21.6% | Reduced |
| Aevitas Wealth Management, Inc. | 3,107 | $509.0K | 0.32% | −17−0.5% | Reduced |
| Oak Family Advisors, LLC | 3,115 | $510.0K | 0.27% | +10.0% | Added |
| Tandem Investment Advisors, Inc. | 3,122 | $511.0K | 0.04% | −86−2.7% | Reduced |
| Truvestments Capital LLC | 3,123 | $511.0K | 0.28% | +9+0.3% | Added |
| TRH Financial, LLC | 3,127 | $512.0K | 0.20% | −936−23.0% | Reduced |
| Retirement Income Solutions, Inc | 3,128 | $512.0K | 0.17% | 00.0% | Unchanged |
| Permit Capital, LLC | 3,155 | $516.0K | 0.15% | −435−12.1% | Reduced |
| West Chester Capital Advisors, Inc | 3,154 | $516.0K | 0.40% | 00.0% | Unchanged |
| Sunburst Financial Group, LLC | 3,158 | $517.0K | 0.32% | +10.0% | Added |
| Leonard Rickey Investment Advisors P.L.L.C. | 3,175 | $520.0K | 0.22% | +258+8.8% | Added |
| Botty Investors LLC | 3,198 | $523.0K | 0.16% | +3,198 | New |
| Mayfair Advisory Group, LLC | 3,140 | $524.0K | 0.80% | +268+9.3% | Added |
| Parkside Investments, LLC | 3,208 | $525.0K | 0.11% | +9+0.3% | Added |
| Advisory Alpha, LLC | 3,205 | $525.0K | 0.04% | +588+22.5% | Added |
| Lee Financial Co | 3,213 | $526.0K | 0.11% | +18+0.6% | Added |
| Market Street Wealth Management Advisors LLC | 3,216 | $526.0K | 0.21% | +3,216 | New |
| Wolff Financial Management LLC | 3,216 | $526.0K | 0.46% | +3,216 | New |
| Cypress Capital, LLC | 3,218 | $527.0K | 0.07% | +3,218 | New |
| Aveo Capital Partners, LLC | 3,223 | $528.0K | 0.11% | +84+2.7% | Added |