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 |
|---|---|---|---|---|---|
| Alliance Wealth Advisors, LLC | 3,227 | $528.0K | 0.47% | +228+7.6% | Added |
| Provident Trust Co | 3,232 | $529.0K | 0.01% | +3,232 | New |
| Alethea Capital Management, LLC | 3,250 | $532.0K | 0.47% | −4,835−59.8% | Reduced |
| NFP Retirement, Inc. | 3,255 | $532.8K | 0.22% | +3,255 | New |
| Corbett Road Capital Management, LLC | 3,258 | $533.0K | 0.92% | −89−2.7% | Reduced |
| Liberty Wealth Management LLC | 3,245 | $533.0K | 0.19% | +458+16.4% | Added |
| Sanford Advisory Services, LLC | 3,270 | $535.0K | 0.13% | 00.0% | Unchanged |
| Powell Investment Advisors, LLC | 3,295 | $539.0K | 0.33% | 00.0% | Unchanged |
| BFT Financial Group, LLC | 3,297 | $540.0K | 0.10% | −174−5.0% | Reduced |
| David J Yvars Group | 3,239 | $541.0K | 0.32% | +6+0.2% | Added |
| Capital Planning LLC | 3,311 | $542.0K | 0.22% | 00.0% | Unchanged |
| Penn Davis McFarland Inc | 3,312 | $542.0K | 0.10% | +1,803+119.5% | Added |
| Capital City Trust Co | 3,317 | $543.0K | 0.17% | −382−10.3% | Reduced |
| Legacy Advisors, LLC | 3,317 | $543.0K | 0.22% | +19+0.6% | Added |
| Sound Income Strategies, LLC | 3,325 | $544.0K | 0.07% | +257+8.4% | Added |
| GeoWealth Management, LLC | 3,332 | $545.0K | 0.04% | −333−9.1% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 3,332 | $545.0K | 0.18% | +82+2.5% | Added |
| MinichMacGregor Wealth Management, LLC | 3,351 | $548.0K | 0.18% | −169−4.8% | Reduced |
| Oldfather Financial Services, LLC | 3,291 | $549.0K | 0.28% | +4+0.1% | Added |
| Fountainhead AM, LLC | 3,361 | $550.0K | 0.27% | −955−22.1% | Reduced |
| XR Securities LLC | 3,368 | $551.0K | 0.50% | −5,355−61.4% | Reduced |
| Frank, Rimerman Advisors LLC | 3,372 | $551.9K | 0.21% | −433−11.4% | Reduced |
| Cascade Investment Advisors, Inc. | 3,373 | $552.2K | 0.36% | 00.0% | Unchanged |
| Amussen Hunsaker Associates LLC | 3,383 | $553.0K | 0.15% | −47−1.4% | Reduced |
| Mascoma Wealth Management LLC | 3,377 | $553.0K | 0.21% | −10−0.3% | Reduced |
| HITE Hedge Asset Management LLC | 3,392 | $555.0K | 0.07% | 00.0% | Unchanged |
| Roberts Glore & Co Inc | 3,391 | $555.0K | 0.17% | +500+17.3% | Added |
| Riversedge Advisors, LLC | 3,400 | $556.0K | 0.19% | +690+25.5% | Added |
| Firestone Capital Management | 3,587 | $558.0K | 0.18% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 3,411 | $558.0K | 0.13% | +2,000+141.7% | Added |
| Five Oceans Advisors | 3,431 | $562.0K | 0.65% | +3,431 | New |
| Hutner Capital Management Inc | 3,439 | $563.0K | 0.37% | −523−13.2% | Reduced |
| Crewe Advisors LLC | 3,437 | $563.0K | 0.13% | −270−7.3% | Reduced |
| DSC Advisors, L.P. | 3,465 | $567.0K | 0.75% | +224+6.9% | Added |
| Dimension Capital Management LLC | 3,489 | $572.0K | 0.12% | 00.0% | Unchanged |
| Cooper/Haims Advisors, LLC | 3,501 | $573.0K | 0.35% | 00.0% | Unchanged |
| Clal Insurance Enterprises Holdings Ltd | 3,500 | $573.0K | 0.01% | +1,500+75.0% | Added |
| Verus Financial Partners, Inc. | 3,444 | $574.0K | 0.09% | +248+7.8% | Added |
| Analyst IMS Investment Management Services Ltd. | 3,510 | $575.0K | 0.07% | +221+6.7% | Added |
| Robbins Farley LLC | 3,511 | $575.0K | 0.42% | +3,511 | New |
| Legal Advantage Investments, Inc. | 3,520 | $576.0K | 0.39% | 00.0% | Unchanged |
| Total Investment Management Inc | 3,528 | $577.0K | 0.14% | −16−0.5% | Reduced |
| Sloy Dahl & Holst, LLC | 3,526 | $577.0K | 0.12% | +397+12.7% | Added |
| Gould Asset Management LLC | 3,546 | $580.0K | 0.18% | +1,080+43.8% | Added |
| Miller Howard Investments Inc | 3,554 | $582.0K | 0.02% | +36+1.0% | Added |
| Full Sail Capital, LLC | 3,568 | $584.0K | 0.05% | 00.0% | Unchanged |
| Summit Wealth Group, LLC | 3,565 | $584.0K | 0.92% | +136+4.0% | Added |
| Silver Lake Advisory, LLC | 3,572 | $585.0K | 0.29% | 00.0% | Unchanged |
| Youngs Advisory Group, Inc. | 3,585 | $587.0K | 0.44% | +10.0% | Added |
| Cutler Group LP | 3,600 | $589.0K | 0.04% | −108,727−96.8% | Reduced |
| Grace Capital | 3,600 | $589.0K | 0.36% | −102−2.8% | Reduced |
| Heck Capital Advisors, LLC | 3,606 | $590.3K | 0.12% | −62−1.7% | Reduced |
| Sage Private Wealth Group, LLC | 3,612 | $591.0K | 0.82% | +32+0.9% | Added |
| Raub Brock Capital Management LP | 3,619 | $592.0K | 0.09% | 00.0% | Unchanged |
| Patron Partners Advisors, LLC | 3,619 | $592.0K | 0.44% | +27+0.8% | Added |
| Cranbrook Wealth Management, LLC | 3,620 | $593.0K | 0.13% | +70+2.0% | Added |
| Aspire Private Capital, LLC | 3,632 | $594.0K | 0.20% | −42−1.1% | Reduced |
| Security National Bank of Sioux City Iowa | 3,632 | $594.0K | 0.46% | +45+1.3% | Added |
| Kidder Stephen W | 3,637 | $595.0K | 0.19% | 00.0% | Unchanged |
| Gitterman Wealth Management, LLC | 3,641 | $596.0K | 0.48% | 00.0% | Unchanged |
| Cim, LLC | 3,559 | $598.0K | 0.09% | 00.0% | Unchanged |
| First National Corp | 3,666 | $600.0K | 0.13% | +180+5.2% | Added |
| Dougherty Wealth Advisers LLC | 3,674 | $601.0K | 0.89% | 00.0% | Unchanged |
| Capital Advisory Group Advisory Services, LLC | 3,679 | $602.0K | 0.22% | +353+10.6% | Added |
| Oxbow Advisors, LLC | 3,684 | $603.0K | 0.06% | +1,102+42.7% | Added |
| Winton Group Ltd | 3,690 | $604.0K | 0.03% | +689+23.0% | Added |
| Albert D Mason Inc | 3,697 | $605.0K | 0.39% | +60+1.6% | Added |
| Harbor Group, Inc. | 3,704 | $606.0K | 0.39% | +10.0% | Added |
| Nottingham Advisors, Inc. | 3,708 | $607.0K | 0.06% | 00.0% | Unchanged |
| Washburn Capital Management, Inc. | 3,725 | $610.0K | 0.40% | −295−7.3% | Reduced |
| Fulton Breakefield Broenniman LLC | 3,734 | $611.0K | 0.05% | −68−1.8% | Reduced |
| Security National Bank of So Dak | 3,737 | $612.0K | 0.47% | +1,193+46.9% | Added |
| Empowered Funds, LLC | 3,743 | $613.0K | 0.08% | −10,103−73.0% | Reduced |
| Fi3 FINANCIAL ADVISORS, LLC | 3,747 | $613.0K | 0.41% | 00.0% | Unchanged |
| Elm Advisors, LLC | 3,744 | $613.0K | 0.37% | +132+3.7% | Added |
| Edgemoor Investment Advisors, Inc. | 3,752 | $614.0K | 0.07% | −450−10.7% | Reduced |
| Family Firm, Inc. | 3,595 | $614.0K | 0.16% | +15+0.4% | Added |
| Montis Financial, LLC | 3,681 | $615.0K | 0.52% | +46+1.3% | Added |
| Blue Water Life Science Advisors, LLC | 13,762 | $616.0K | 0.20% | 00.0% | Unchanged |
| Beech Hill Advisors, Inc. | 3,762 | $616.0K | 0.26% | 00.0% | Unchanged |
| FFT Wealth Management LLC | 3,796 | $621.0K | 0.06% | +351+10.2% | Added |
| Forefront Analytics, LLC | 3,800 | $622.0K | 0.23% | +68+1.8% | Added |
| Vista Wealth Management Group, LLC | 3,809 | $624.0K | 0.11% | −55−1.4% | Reduced |
| Strong Tower Advisory Services | 3,878 | $624.0K | 0.36% | +3,878 | New |
| Centerpoint Advisors, LLC | 3,824 | $626.0K | 0.30% | +40+1.1% | Added |
| Angeles Investment Advisors, LLC | 3,826 | $626.0K | 0.04% | +3,826 | New |
| Pineno Levin & Ford Asset Management, Inc. | 3,831 | $627.0K | 0.20% | 00.0% | Unchanged |
| Dempze Nancy E | 3,850 | $630.0K | 0.49% | 00.0% | Unchanged |
| Old North State Trust, LLC | 3,855 | $631.0K | 0.56% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 3,865 | $633.0K | 0.18% | +344+9.8% | Added |
| West Coast Financial LLC | 3,864 | $633.0K | 0.10% | +1,883+95.1% | Added |
| Bluestein R H & Co | 3,880 | $635.0K | 0.03% | 00.0% | Unchanged |
| Heartwood Wealth Advisors LLC | 3,882 | $635.0K | 0.10% | +90+2.4% | Added |
| Park Circle Co | 3,900 | $638.0K | 0.53% | 00.0% | Unchanged |
| Mosaic Advisors LLC | 3,904 | $639.0K | 0.43% | +24+0.6% | Added |
| Filbrandt Wealth Management, LLC | 3,914 | $641.0K | 0.37% | +24+0.6% | Added |
| Berger Financial Group, Inc | 3,913 | $641.0K | 0.12% | +196+5.3% | Added |
| Thomas Story & Son LLC | 3,924 | $642.0K | 0.26% | 00.0% | Unchanged |
| Johnson Financial Group, LLC | 3,939 | $644.0K | 0.13% | −647−14.1% | Reduced |
| Adams Chetwood Wealth Management LLC | 3,935 | $644.0K | 0.47% | +65+1.7% | Added |