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 | 5,103 | $572.1B |
| Q4 2025 | 5,155 | $639.5B |
| Q3 2025 | 4,766 | $618.0B |
| Q2 2025 | 4,753 | $582.4B |
| Q1 2025 | 4,680 | $494.6B |
| Q4 2024 | 4,680 | $490.0B |
| Q3 2024 | 4,216 | $429.4B |
| Q2 2024 | 4,182 | $416.2B |
| Q1 2024 | 4,121 | $414.5B |
| Q4 2023 | 4,002 | $351.8B |
| Q3 2023 | 3,711 | $297.0B |
| Q2 2023 | 3,673 | $297.6B |
| Q1 2023 | 3,613 | $266.3B |
| Q4 2022 | 3,629 | $278.3B |
| Q3 2022 | 3,396 | $212.9B |
| Q2 2022 | 3,428 | $229.3B |
| Q1 2022 | 3,520 | $278.9B |
| Q4 2021 | 3,595 | $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 |
|---|---|---|---|---|---|
| Requisite Capital Management, LLC | 3,964 | $649.0K | 0.14% | 00.0% | Unchanged |
| Financial Advisors, LLC | 3,964 | $649.0K | 0.22% | 00.0% | Unchanged |
| Northstar Group, Inc. | 3,965 | $649.0K | 0.17% | 00.0% | Unchanged |
| AlphaCrest Capital Management LLC | 3,976 | $651.0K | 0.03% | −57,167−93.5% | Reduced |
| Pacific Center for Financial Services | 3,978 | $651.0K | 0.28% | +16+0.4% | Added |
| S.A. Mason LLC | 3,986 | $652.0K | 0.43% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 3,986 | $652.0K | 0.41% | +217+5.8% | Added |
| Curated Wealth Partners LLC | 3,987 | $653.0K | 0.36% | 00.0% | Unchanged |
| Ratan Capital Management LP | 4,000 | $655.0K | 0.08% | 00.0% | Unchanged |
| Ullmann Financial Group, Inc. | 3,999 | $655.0K | 0.26% | +25+0.6% | Added |
| Financial Engines Advisors L.L.C. | 4,010 | $656.0K | 0.00% | −1,085−21.3% | Reduced |
| Domani Wealth, LLC | 4,011 | $657.0K | 0.14% | −56−1.4% | Reduced |
| Fosun International Ltd | 3,960 | $657.0K | 0.03% | 00.0% | Unchanged |
| WNY Asset Management, LLC | 4,007 | $658.0K | 0.23% | −26−0.6% | Reduced |
| RWM Asset Management, LLC | 4,031 | $660.0K | 0.13% | −1,762−30.4% | Reduced |
| Cowa, LLC | 4,037 | $661.0K | 0.38% | 00.0% | Unchanged |
| Private Wealth Strategies, L.L.C. | 4,041 | $661.0K | 0.17% | +141+3.6% | Added |
| Arlington Partners LLC | 4,039 | $661.0K | 0.19% | +3,559+741.5% | Added |
| Berkeley Capital Partners, LLC | 4,046 | $662.0K | 0.30% | −28−0.7% | Reduced |
| Truehand, Inc | 4,067 | $666.0K | 0.39% | 00.0% | Unchanged |
| Indie Asset Partners, LLC | 4,068 | $666.0K | 0.54% | +875+27.4% | Added |
| Solitude Financial Services | 4,072 | $667.0K | 0.46% | −9,804−70.7% | Reduced |
| Merriman Wealth Management, LLC | 4,073 | $667.0K | 0.06% | −569−12.3% | Reduced |
| Financial Strategies Group, Inc. | 4,077 | $667.0K | 0.30% | +561+16.0% | Added |
| Annandale Capital, LLC | 4,080 | $668.0K | 0.40% | 00.0% | Unchanged |
| Stonehearth Capital Management, LLC | 4,081 | $668.0K | 0.35% | +46+1.1% | Added |
| Tortoise Investment Management, LLC | 4,085 | $669.0K | 0.14% | +8+0.2% | Added |
| S. R. Schill & Associates | 4,092 | $670.0K | 0.29% | −792−16.2% | Reduced |
| Sustainable Insight Capital Management, LLC | 4,095 | $670.0K | 0.43% | +186+4.8% | Added |
| Harvest Investment Services, LLC | 4,109 | $672.0K | 0.27% | +6+0.1% | Added |
| Emerald Advisors, LLC | 4,103 | $672.0K | 0.19% | +128+3.2% | Added |
| Bordeaux Wealth Advisors LLC | 4,125 | $675.0K | 0.38% | +457+12.5% | Added |
| Consolidated Planning Corp | 4,127 | $676.0K | 0.44% | −24−0.6% | Reduced |
| Corundum Group, Inc. | 4,133 | $677.0K | 0.50% | +13+0.3% | Added |
| Newport Wealth Strategies, Inc. | 4,137 | $677.0K | 0.41% | +58+1.4% | Added |
| Fermata Advisors, LLC | 4,138 | $678.0K | 0.30% | −200−4.6% | Reduced |
| Kathmere Capital Management, LLC | 4,169 | $682.0K | 0.12% | +1,166+38.8% | Added |
| Marshall Financial Group LLC | 4,182 | $685.0K | 0.35% | −198−4.5% | Reduced |
| Morris Capital Advisors, LLC | 4,196 | $687.0K | 0.54% | −299−6.7% | Reduced |
| Beaumont Asset Management, L.L.C. | 4,198 | $687.0K | 0.51% | +308+7.9% | Added |
| Fairview Capital Investment Management, LLC | 4,222 | $691.0K | 0.05% | 00.0% | Unchanged |
| Cahill Financial Advisors Inc | 4,246 | $695.0K | 0.14% | +311+7.9% | Added |
| New Vernon Investment Management LLC | 4,253 | $696.0K | 1.18% | 00.0% | Unchanged |
| Bender Robert & Associates | 4,261 | $697.0K | 0.20% | −18−0.4% | Reduced |
| Day & Ennis, LLC | 4,265 | $698.0K | 0.24% | +316+8.0% | Added |
| Oberweis Asset Management Inc | 4,275 | $700.0K | 0.14% | −77−1.8% | Reduced |
| Triumph Capital Management | 4,281 | $701.0K | 0.33% | +47+1.1% | Added |
| Independent Solutions Wealth Management, LLC | 4,300 | $703.8K | 0.17% | +72+1.7% | Added |
| Paragon Capital Management Ltd | 4,305 | $705.0K | 0.12% | −1,074−20.0% | Reduced |
| Cypress Capital Management LLC (WY) | 4,305 | $705.0K | 0.58% | −175−3.9% | Reduced |
| Kowal Investment Group, LLC | 4,304 | $705.0K | 0.22% | −83−1.9% | Reduced |
| Norris Financial Group, LLC | 4,309 | $705.3K | 0.47% | +27+0.6% | Added |
| Eldridge Investment Advisors, Inc. | 4,317 | $707.0K | 0.25% | 00.0% | Unchanged |
| Concord Wealth Partners | 4,328 | $708.0K | 0.29% | −5,324−55.2% | Reduced |
| LCM Capital Management Inc | 4,323 | $708.0K | 0.60% | 00.0% | Unchanged |
| Hillcrest Wealth Advisors - NY, LLC | 4,337 | $710.0K | 0.42% | +27+0.6% | Added |
| LVZ Advisors, Inc. | 4,348 | $712.0K | 0.10% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 4,388 | $718.0K | 0.45% | 00.0% | Unchanged |
| Summit Asset Management, LLC | 4,390 | $719.0K | 0.23% | +86+2.0% | Added |
| AlphaStar Capital Management, LLC | 4,244 | $719.0K | 0.05% | +2,004+89.5% | Added |
| Measured Wealth Private Client Group, LLC | 4,408 | $722.0K | 0.28% | −745−14.5% | Reduced |
| Geller Advisors LLC | 4,420 | $724.0K | 0.16% | −2,189−33.1% | Reduced |
| Chelsea Counsel Co | 4,420 | $724.0K | 0.33% | 00.0% | Unchanged |
| Marshall Financial Group Inc | 4,421 | $724.0K | 0.30% | +12+0.3% | Added |
| Grant Street Asset Management, Inc. | 4,435 | $726.0K | 0.43% | 00.0% | Unchanged |
| Lebenthal Global Advisors, LLC | 4,439 | $726.0K | 0.46% | +1,559+54.1% | Added |
| Mogy Joel R Investment Counsel Inc | 4,443 | $727.0K | 0.06% | 00.0% | Unchanged |
| Westhampton Capital, LLC | 4,447 | $728.0K | 0.50% | −950−17.6% | Reduced |
| HHM Wealth Advisors, LLC | 4,456 | $729.0K | 0.20% | 00.0% | Unchanged |
| Affinity Capital Advisors, LLC | 4,478 | $733.0K | 0.25% | −399−8.2% | Reduced |
| Riggs Asset Managment Co. Inc. | 4,481 | $733.0K | 0.22% | +16+0.4% | Added |
| F/M Investments LLC | 4,508 | $738.0K | 0.53% | +320+7.6% | Added |
| Global Strategic Investment Solutions, LLC | 4,517 | $739.0K | 0.12% | +466+11.5% | Added |
| Marks Group Wealth Management, Inc | 4,538 | $740.0K | 0.10% | +1,574+53.1% | Added |
| Campion Asset Management LLC | 4,537 | $743.0K | 0.66% | −28−0.6% | Reduced |
| Merrion Investment Management Co, LLC | 4,544 | $743.0K | 0.57% | 00.0% | Unchanged |
| Alyeska Investment Group, L.P. | 4,549 | $745.0K | 0.01% | +4,549 | New |
| Hobart Private Capital, LLC | 4,558 | $746.1K | 0.29% | −271−5.6% | Reduced |
| Addison Advisors LLC | 4,564 | $747.0K | 0.60% | +10.0% | Added |
| Wimmer Associates 1, LLC | 4,574 | $749.0K | 0.44% | −40−0.9% | Reduced |
| GenWealth Group, Inc. | 4,582 | $750.0K | 0.22% | 00.0% | Unchanged |
| American Research & Management Co. | 4,596 | $752.0K | 0.17% | 00.0% | Unchanged |
| R.H. Dinel Investment Counsel, Inc. | 4,592 | $752.0K | 0.56% | 00.0% | Unchanged |
| Sather Financial Group Inc | 4,592 | $752.0K | 0.08% | +3,210+232.3% | Added |
| Trust Co of Oklahoma | 4,620 | $756.2K | 0.27% | 00.0% | Unchanged |
| Bay Rivers Group | 4,641 | $760.0K | 0.52% | +80+1.8% | Added |
| First Heartland Consultants, Inc. | 4,653 | $762.0K | 0.12% | +26+0.6% | Added |
| Diamant Asset Management, Inc. | 4,661 | $763.0K | 0.63% | +4,661 | New |
| Wedge Capital Management L L P | 4,719 | $772.0K | 0.01% | −72−1.5% | Reduced |
| Arbor Investment Advisors, LLC | 4,717 | $772.0K | 0.16% | 00.0% | Unchanged |
| Simplex Trading, LLC | 4,940 | $775.0K | 0.03% | +4,940 | New |
| Rock Creek Group, LP | 4,750 | $778.0K | 0.13% | −2,243−32.1% | Reduced |
| Birchcreek Wealth Management, LLC | 4,763 | $780.0K | 0.73% | +42+0.9% | Added |
| Monterey Private Wealth, Inc. | 4,633 | $781.0K | 0.44% | −87−1.8% | Reduced |
| Garrett Investment Advisors LLC | 4,770 | $781.0K | 0.26% | +564+13.4% | Added |
| Lorne Steinberg Wealth Management Inc. | 4,785 | $783.0K | 0.38% | −125−2.5% | Reduced |
| TriaGen Wealth Management LLC | 4,800 | $786.0K | 0.43% | −136−2.8% | Reduced |
| Marathon Capital Management | 4,798 | $786.0K | 0.18% | +954+24.8% | Added |
| Garde Capital, Inc. | 4,809 | $787.0K | 0.08% | +278+6.1% | Added |
| GPS Wealth Strategies Group, LLC | 4,811 | $788.0K | 0.20% | −16−0.3% | Reduced |