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 |
|---|---|---|---|---|---|
| Bellevue Asset Management, LLC | 5,840 | $959.0K | 0.59% | +10.0% | Added |
| Maltin Wealth Management, Inc. | 5,880 | $962.0K | 0.59% | +25+0.4% | Added |
| Patriot Investment Management Inc. | 5,889 | $963.0K | 0.09% | −569−8.8% | Reduced |
| American State Bank (Iowa) | 5,884 | $963.2K | 0.75% | +10+0.2% | Added |
| Keebeck Alpha, LP | 5,892 | $964.0K | 0.30% | +635+12.1% | Added |
| Stanley-Laman Group, Ltd. | 5,916 | $968.0K | 0.13% | 00.0% | Unchanged |
| Tributary Capital Management, LLC | 5,919 | $969.0K | 0.07% | −1,150−16.3% | Reduced |
| Round Table Services, LLC | 5,921 | $969.0K | 0.21% | −58−1.0% | Reduced |
| Semmax Financial Advisors Inc. | 5,924 | $970.0K | 0.33% | −736−11.1% | Reduced |
| Cubic Asset Management, LLC | 5,925 | $970.0K | 0.24% | −125−2.1% | Reduced |
| Cable Hill Partners, LLC | 5,993 | $981.0K | 0.24% | −300−4.8% | Reduced |
| Whitcomb & Hess, Inc. | 6,011 | $984.0K | 0.42% | +4+0.1% | Added |
| Cardinal Strategic Wealth Guidance | 6,022 | $986.0K | 0.52% | −129−2.1% | Reduced |
| PBMares Wealth Management LLC | 6,061 | $992.0K | 0.47% | 00.0% | Unchanged |
| Assetmark, Inc | 6,064 | $993.0K | 0.00% | +808+15.4% | Added |
| Systematic Financial Management LP | 6,075 | $994.0K | 0.03% | 00.0% | Unchanged |
| Hurlow Wealth Management Group, Inc. | 6,097 | $998.0K | 0.59% | −69−1.1% | Reduced |
| Allegheny Financial Group LTD | 6,105 | $999.0K | 0.46% | −67−1.1% | Reduced |
| Fullen Financial Group | 6,303 | $1.00M | 0.57% | −197−3.0% | Reduced |
| Stelac Advisory Services LLC | 6,122 | $1.00M | 0.27% | −3,802−38.3% | Reduced |
| Outlook Wealth Advisors, LLC | 6,136 | $1.00M | 0.33% | +580+10.4% | Added |
| Nadler Financial Group, Inc. | 6,158 | $1.01M | 0.16% | +98+1.6% | Added |
| Keating Investment Counselors Inc | 6,198 | $1.01M | 0.47% | −50−0.8% | Reduced |
| Riverbridge Partners LLC | 6,205 | $1.02M | 0.01% | 00.0% | Unchanged |
| Regent Peak Wealth Advisors LLC | 6,210 | $1.02M | 0.29% | +55+0.9% | Added |
| CRA Financial Services, LLC | 6,210 | $1.02M | 0.34% | +555+9.8% | Added |
| Atom Investors LP | 6,210 | $1.02M | 0.20% | +2,241+56.5% | Added |
| Marble Harbor Investment Counsel, LLC | 6,218 | $1.02M | 0.14% | 00.0% | Unchanged |
| Crew Capital Management, Ltd. | 6,220 | $1.02M | 0.95% | +320+5.4% | Added |
| Schneider Downs Wealth Management Advisors, LP | 6,226 | $1.02M | 0.26% | +1,573+33.8% | Added |
| Jackson Hole Capital Partners, LLC | 6,256 | $1.02M | 0.33% | +500+8.7% | Added |
| Westwood Management Corp | 6,260 | $1.02M | 0.08% | 00.0% | Unchanged |
| Knowledge Leaders Capital, LLC | 6,260 | $1.02M | 0.83% | 00.0% | Unchanged |
| IMS Capital Management | 6,271 | $1.03M | 0.59% | −1,737−21.7% | Reduced |
| Private Wealth Advisors | 6,345 | $1.03M | 0.31% | −110−1.7% | Reduced |
| Skba Capital Management LLC | 6,282 | $1.03M | 0.20% | −100−1.6% | Reduced |
| Altus Wealth Group LLC | 6,281 | $1.03M | 1.02% | +390+6.6% | Added |
| Foresight Wealth Management, LLC | 6,291 | $1.03M | 0.45% | −379−5.7% | Reduced |
| Westfield Capital Management Co LP | 6,300 | $1.03M | 0.01% | 00.0% | Unchanged |
| Vision Capital Management, Inc. | 6,301 | $1.03M | 0.17% | 00.0% | Unchanged |
| Wilkins Investment Counsel Inc | 6,354 | $1.04M | 0.25% | −125−1.9% | Reduced |
| Western Financial Corporation | 6,355 | $1.04M | 0.62% | −17−0.3% | Reduced |
| Kozak & Associates, Inc. | 6,249 | $1.04M | 0.62% | +6,249 | New |
| Future Financial Wealth Managment LLC | 6,713 | $1.04M | 1.07% | 00.0% | Unchanged |
| Castle Rock Wealth Management, LLC | 6,173 | $1.04M | 0.36% | +20+0.3% | Added |
| Donald L. Hagan, LLC | 6,383 | $1.04M | 0.61% | +408+6.8% | Added |
| Tennessee Valley Asset Management Partners | 6,416 | $1.05M | 0.40% | +6,416 | New |
| Single Point Partners, LLC | 6,449 | $1.06M | 2.31% | −527−7.6% | Reduced |
| Investors Financial Group, LLC | 6,454 | $1.06M | 0.56% | +655+11.3% | Added |
| Sterneck Capital Management, LLC | 6,462 | $1.06M | 0.67% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 6,298 | $1.06M | 0.05% | +746+13.4% | Added |
| Maven Securities LTD | 6,495 | $1.06M | 0.12% | −425−6.1% | Reduced |
| Denali Advisors LLC | 6,500 | $1.06M | 0.45% | +2,800+75.7% | Added |
| Simon Quick Advisors, LLC | 6,524 | $1.07M | 0.27% | +746+12.9% | Added |
| Reitz Capital Advisors LLC | 6,527 | $1.07M | 0.80% | −1,325−16.9% | Reduced |
| Alta Wealth Advisors LLC | 6,524 | $1.07M | 0.78% | +20.0% | Added |
| Wagner Wealth Management, LLC | 6,288 | $1.07M | 0.85% | −155−2.4% | Reduced |
| Resource Planning Group | 6,534 | $1.07M | 0.67% | −116−1.7% | Reduced |
| Cozad Asset Management Inc | 6,535 | $1.07M | 0.17% | 00.0% | Unchanged |
| Security National Bank | 6,538 | $1.07M | 0.27% | +1,066+19.5% | Added |
| Solstein Capital, LLC | 6,561 | $1.07M | 0.62% | +2,903+79.4% | Added |
| E Fund Management Co., Ltd. | 6,568 | $1.07M | 0.04% | +6,568 | New |
| Capital Management Associates | 6,575 | $1.08M | 1.06% | 00.0% | Unchanged |
| Cypress Wealth Services, LLC | 6,582 | $1.08M | 0.32% | −786−10.7% | Reduced |
| Twin Focus Capital Partners, LLC | 6,581 | $1.08M | 0.25% | +87+1.3% | Added |
| Advisor OS, LLC | 6,586 | $1.08M | 0.23% | −123−1.8% | Reduced |
| Rodgers Brothers Inc. | 6,607 | $1.08M | 0.22% | −40−0.6% | Reduced |
| Cambridge Advisors Inc. | 6,603 | $1.08M | 0.26% | +23+0.3% | Added |
| Legacy Wealth Asset Management, LLC | 6,622 | $1.08M | 0.50% | +4+0.1% | Added |
| REDW Wealth LLC | 6,625 | $1.08M | 0.35% | −82−1.2% | Reduced |
| Dean Investment Associates, LLC | 6,627 | $1.08M | 0.20% | −48−0.7% | Reduced |
| Renasant Bank | 6,644 | $1.09M | 0.86% | −1,376−17.2% | Reduced |
| Northwest Wealth Management, LLC | 6,661 | $1.09M | 0.57% | +10+0.2% | Added |
| TFC Financial Management | 6,666 | $1.09M | 0.36% | +966+16.9% | Added |
| Pasadena Private Wealth, LLC | 6,678 | $1.09M | 0.38% | +66+1.0% | Added |
| State of Wyoming | 6,696 | $1.10M | 0.70% | +3,106+86.5% | Added |
| Cherry Creek Investment Advisors, Inc. | 6,697 | $1.10M | 0.73% | +3,925+141.6% | Added |
| Hotaling Investment Management, LLC | 6,709 | $1.10M | 0.46% | −50−0.7% | Reduced |
| First National Bank of Hutchinson | 6,728 | $1.10M | 0.62% | +53+0.8% | Added |
| BNC Wealth Management, LLC | 6,725 | $1.10M | 0.65% | +101+1.5% | Added |
| Saturna Capital CORP | 6,751 | $1.10M | 0.02% | −6,000−47.1% | Reduced |
| HBW Advisory Services LLC | 6,754 | $1.11M | 0.29% | −509−7.0% | Reduced |
| Portland Investment Counsel Inc. | 6,765 | $1.11M | 0.50% | 00.0% | Unchanged |
| Veracity Capital LLC | 6,769 | $1.11M | 0.48% | −140,500−95.4% | Reduced |
| Oak Ridge Investments LLC | 6,766 | $1.11M | 0.10% | 00.0% | Unchanged |
| Reynders McVeigh Capital Management, LLC | 6,800 | $1.11M | 0.07% | −2,436−26.4% | Reduced |
| Cliftonlarsonallen Wealth Advisors, LLC | 6,798 | $1.11M | 0.04% | −297−4.2% | Reduced |
| Winmill & Co. Inc | 6,800 | $1.11M | 0.36% | 00.0% | Unchanged |
| Syntal Capital Partners, LLC | 6,815 | $1.11M | 0.39% | −338−4.7% | Reduced |
| Michael B. Yongue | 6,817 | $1.12M | 0.82% | −511−7.0% | Reduced |
| Bigelow Investment Advisors, LLC | 6,817 | $1.12M | 0.55% | +183+2.8% | Added |
| Galibier Capital Management Ltd. | 6,831 | $1.12M | 0.15% | 00.0% | Unchanged |
| Successful Portfolios LLC | 6,865 | $1.12M | 0.67% | +72+1.1% | Added |
| Greylin Investment Mangement Inc | 6,900 | $1.13M | 0.23% | −50−0.7% | Reduced |
| SignalPoint Asset Management, LLC | 6,897 | $1.13M | 0.36% | +163+2.4% | Added |
| Dixon Hubard Feinour & Brown Inc | 6,897 | $1.13M | 0.24% | +680+10.9% | Added |
| Investors Research Corp | 6,935 | $1.14M | 0.38% | −5−0.1% | Reduced |
| First Citizens Financial Corp | 6,964 | $1.14M | 0.91% | −125−1.8% | Reduced |
| Summit Financial Strategies, Inc. | 6,978 | $1.14M | 0.24% | −727−9.4% | Reduced |
| Affiance Financial, LLC | 6,979 | $1.14M | 0.50% | −12−0.2% | Reduced |