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; 5,158 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 | 5,158 | $643.7B |
| Q1 2026 | 5,103 | $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 | 4,680 | $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 | 3,710 | $297.0B |
| Q2 2023 | 3,672 | $297.6B |
| Q1 2023 | 3,612 | $266.3B |
| Q4 2022 | 3,628 | $278.3B |
| Q3 2022 | 3,395 | $212.9B |
| Q2 2022 | 3,427 | $229.3B |
| Q1 2022 | 3,519 | $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 |
|---|---|---|---|---|---|
| McDaniel Terry & Co | 4,820 | $789.0K | 0.09% | 00.0% | Unchanged |
| Centric Wealth Management | 4,830 | $791.0K | 0.29% | −199−4.0% | Reduced |
| Engrave Wealth Partners LLC | 4,850 | $794.0K | 0.23% | −600−11.0% | Reduced |
| Monument Capital Management | 4,850 | $794.0K | 0.27% | +2,195+82.7% | Added |
| Humankind Investments LLC | 4,848 | $794.0K | 0.36% | +2,319+91.7% | Added |
| Wiley Bros.-Aintree Capital, LLC | 4,857 | $795.0K | 0.51% | +158+3.4% | Added |
| Southeast Asset Advisors Inc. | 4,858 | $795.0K | 0.13% | +358+8.0% | Added |
| First National Bank | 4,857 | $795.0K | 0.75% | +4,857 | New |
| Dohj, LLC | 4,683 | $796.0K | 0.38% | +12+0.3% | Added |
| Carl P. Sherr & Co., LLC | 4,868 | $797.0K | 0.64% | −3−0.1% | Reduced |
| Delta Investment Management, LLC | 4,919 | $805.0K | 0.25% | +10.0% | Added |
| Benjamin Edwards Inc | 4,929 | $807.0K | 0.49% | +1,301+35.9% | Added |
| Arkansas Financial Group, Inc. | 4,938 | $808.0K | 0.18% | −164−3.2% | Reduced |
| Sax Wealth Advisors, LLC | 4,939 | $808.0K | 0.19% | −36−0.7% | Reduced |
| Odey Holdings Ltd | 4,942 | $809.0K | 4.30% | +2,142+76.5% | Added |
| Independent Wealth Network Inc. | 4,746 | $809.0K | 0.53% | +4,746 | New |
| Southland Equity Partners LLC | 4,945 | $809.5K | 0.37% | +596+13.7% | Added |
| Benson Investment Management Company, Inc. | 4,950 | $810.0K | 0.42% | 00.0% | Unchanged |
| Geneva Partners, LLC | 4,965 | $813.0K | 0.40% | −3,220−39.3% | Reduced |
| Interchange Capital Partners, LLC | 4,969 | $813.0K | 1.36% | −710−12.5% | Reduced |
| Vantage Financial Partners Ltd., Inc. | 4,974 | $814.0K | 0.43% | −100−2.0% | Reduced |
| Glassman Wealth Services | 4,986 | $816.0K | 0.17% | +514+11.5% | Added |
| Brown Capital Management LLC | 4,999 | $818.0K | 0.01% | −1,285−20.4% | Reduced |
| Greenhaven Associates IncSuperinvestorGreenhaven Associates | 5,000 | $818.0K | 0.03% | 00.0% | Unchanged |
| HYA Advisors, Inc | 4,911 | $818.0K | 0.33% | +8+0.2% | Added |
| Gray Wealth Management Inc. | 5,018 | $821.0K | 0.46% | +41+0.8% | Added |
| Foster Victor Wealth Advisors, LLC | 5,023 | $822.0K | 0.13% | −214−4.1% | Reduced |
| Virtu Financial LLC | 5,020 | $822.0K | 0.07% | +5,020 | New |
| Financial Perspectives, Inc | 5,031 | $823.5K | 0.41% | +181+3.7% | Added |
| Winfield Associates, Inc. | 5,033 | $824.0K | 0.30% | +250+5.2% | Added |
| AAFMAA Wealth Management & Trust LLC | 5,050 | $827.0K | 0.39% | −24,622−83.0% | Reduced |
| Hexagon Capital Partners LLC | 5,059 | $828.0K | 0.24% | −18−0.4% | Reduced |
| Reston Wealth Management LLC | 5,094 | $834.0K | 0.43% | +38+0.8% | Added |
| Avondale Wealth Management | 5,100 | $835.0K | 0.82% | +600+13.3% | Added |
| Darwin Advisors, LLC | 5,107 | $836.0K | 0.13% | −550−9.7% | Reduced |
| Meridian Investment Counsel Inc. | 5,109 | $836.0K | 0.30% | 00.0% | Unchanged |
| Copperwynd Financial, LLC | 5,112 | $837.0K | 0.35% | +45+0.9% | Added |
| Seelaus Asset Management LLC | 5,118 | $838.0K | 0.49% | 00.0% | Unchanged |
| Red Wave Investments LLC | 5,123 | $839.0K | 0.30% | −24−0.5% | Reduced |
| Great Point Wealth Advisors, LLC | 5,141 | $841.0K | 0.29% | 00.0% | Unchanged |
| Santori & Peters | 5,181 | $848.0K | 0.48% | +18+0.3% | Added |
| Hutchinson Capital Management | 5,186 | $849.0K | 0.21% | 00.0% | Unchanged |
| Element Wealth, LLC | 5,192 | $850.0K | 0.68% | −3−0.1% | Reduced |
| Concorde Asset Management, LLC | 5,242 | $853.0K | 0.49% | +441+9.2% | Added |
| Sadoff Investment Management LLC | 5,226 | $855.0K | 0.06% | +148+2.9% | Added |
| McIlrath & Eck, LLC | 5,237 | $857.0K | 0.26% | −4−0.1% | Reduced |
| FSB Premier Wealth Management, Inc. | 5,266 | $862.0K | 0.43% | −552−9.5% | Reduced |
| Lantz Financial LLC | 5,267 | $862.0K | 0.44% | −178−3.3% | Reduced |
| Costello Asset Management, INC | 5,269 | $862.0K | 0.55% | −134−2.5% | Reduced |
| Ambassador Advisors, LLC | 5,267 | $862.0K | 0.17% | −30−0.6% | Reduced |
| Greystone Financial Group, LLC | 5,271 | $863.0K | 0.26% | −1,205−18.6% | Reduced |
| Greatmark Investment Partners, Inc. | 5,275 | $863.0K | 0.16% | 00.0% | Unchanged |
| Apella Capital, LLC | 5,295 | $867.0K | 0.12% | −10−0.2% | Reduced |
| SNS Financial Group, LLC | 5,294 | $867.0K | 0.11% | +63+1.2% | Added |
| Financial Management Network Inc | 5,204 | $869.0K | 0.44% | +5+0.1% | Added |
| Profit Investment Management, LLC | 5,317 | $871.0K | 0.61% | 00.0% | Unchanged |
| S&T Bank | 5,320 | $871.0K | 0.13% | +132+2.5% | Added |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 5,337 | $874.0K | 0.00% | 00.0% | Unchanged |
| Omnia Family Wealth, LLC | 5,363 | $878.0K | 0.60% | −35−0.6% | Reduced |
| Hunter Associates Investment Management LLC | 5,379 | $880.0K | 0.28% | −100−1.8% | Reduced |
| Wendell David Associates Inc | 5,391 | $882.0K | 0.10% | +293+5.7% | Added |
| Burt Wealth Advisors | 5,397 | $883.0K | 0.28% | +10+0.2% | Added |
| Harrington Investments, INC | 5,407 | $885.0K | 0.51% | +1,425+35.8% | Added |
| Eagle Bay Advisors LLC | 5,425 | $886.0K | 0.52% | +1,658+44.0% | Added |
| Blueprint Investment Partners LLC | 5,423 | $888.0K | 0.44% | +5,423 | New |
| Sandbox Financial Partners, LLC | 5,436 | $890.0K | 0.63% | +31+0.6% | Added |
| Axiom Investment Management LLC | 5,470 | $893.0K | 0.90% | −1,807−24.8% | Reduced |
| Legacy Capital Partners, Inc. | 5,456 | $893.0K | 0.32% | −75−1.4% | Reduced |
| Lindbrook Capital, LLC | 5,457 | $893.0K | 0.23% | +42+0.8% | Added |
| Alera Investment Advisors, LLC | 5,521 | $896.0K | 0.26% | −860−13.5% | Reduced |
| SRS Capital Advisors, Inc. | 5,471 | $896.0K | 0.12% | −178−3.2% | Reduced |
| First Command Bank | 5,474 | $896.0K | 0.15% | +485+9.7% | Added |
| First Command Financial Services, Inc. | 5,474 | $896.0K | 0.15% | +485+9.7% | Added |
| Austin Private Wealth, LLC | 5,483 | $897.0K | 0.19% | +440+8.7% | Added |
| Rede Wealth, LLC | 5,484 | $898.0K | 0.48% | +251+4.8% | Added |
| Financial Consulate, Inc | 5,487 | $898.0K | 0.33% | +300+5.8% | Added |
| Perritt Capital Management Inc | 5,492 | $899.0K | 0.49% | 00.0% | Unchanged |
| RGT Wealth Advisors, LLC | 5,499 | $900.0K | 0.18% | −250−4.3% | Reduced |
| P.A.W. Capital Corp | 5,500 | $900.0K | 0.80% | 00.0% | Unchanged |
| Mosaic Family Wealth, LLC | 5,531 | $905.0K | 0.25% | +1,320+31.3% | Added |
| Aurora Private Wealth, Inc. | 5,532 | $906.0K | 0.37% | +334+6.4% | Added |
| Rosenberg Matthew Hamilton | 5,546 | $908.0K | 0.36% | +1,386+33.3% | Added |
| Diversified, LLC | 5,556 | $909.0K | 0.48% | +9+0.2% | Added |
| Carlson Capital Management | 5,553 | $909.0K | 0.10% | +288+5.5% | Added |
| Titus Wealth Management | 5,570 | $912.0K | 0.48% | −23−0.4% | Reduced |
| Cohen & Steers, Inc. | 5,570 | $912.0K | 0.00% | +797+16.7% | Added |
| Moller Financial Services | 5,576 | $913.0K | 0.30% | −25−0.4% | Reduced |
| Islay Capital Management, LLC | 5,597 | $916.0K | 0.70% | −930−14.2% | Reduced |
| Unio Capital LLC | 5,603 | $917.0K | 0.41% | −2,442−30.4% | Reduced |
| Alliance Wealth Management Group | 5,615 | $919.0K | 0.30% | 00.0% | Unchanged |
| Investment House LLC | 5,625 | $921.0K | 0.07% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 5,660 | $926.0K | 0.68% | +154+2.8% | Added |
| Ami Asset Management Corp | 5,666 | $927.0K | 0.05% | −140−2.4% | Reduced |
| Eubel Brady & Suttman Asset Management Inc | 5,674 | $929.0K | 0.19% | +238+4.4% | Added |
| Legacy Wealth Planning, LLC | 5,689 | $931.0K | 1.04% | 00.0% | Unchanged |
| Portland Global Advisors LLC | 5,695 | $932.0K | 0.17% | +185+3.4% | Added |
| Black Diamond Financial, LLC | 5,743 | $940.0K | 0.45% | −109−1.9% | Reduced |
| WealthTrust Axiom LLC | 5,822 | $953.0K | 0.32% | +53+0.9% | Added |
| Asset Management Corp | 5,834 | $955.0K | 0.60% | +141+2.5% | Added |
| Wealth Dimensions Group, Ltd. | 5,847 | $957.0K | 0.61% | +1,001+20.7% | Added |