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 |
|---|---|---|---|---|---|
| GHP Investment Advisors, Inc. | 71,184 | $11.7M | 0.92% | +2,248+3.3% | Added |
| ARS Wealth Advisors Group, LLC | 71,028 | $11.6M | 2.11% | +71,028 | New |
| Moreno Evelyn V | 70,711 | $11.6M | 2.72% | −1,270−1.8% | Reduced |
| Harvey Capital Management Inc | 70,717 | $11.6M | 3.96% | +700+1.0% | Added |
| Palisade Asset Management, LLC | 70,494 | $11.5M | 1.41% | +501+0.7% | Added |
| WealthBridge Investment Counsel Inc. | 70,425 | $11.5M | 5.18% | −2,555−3.5% | Reduced |
| Visionary Wealth Advisors | 69,884 | $11.4M | 1.18% | +287+0.4% | Added |
| Icon Advisers Inc | 69,295 | $11.3M | 1.92% | −700−1.0% | Reduced |
| Autus Asset Management, LLC | 69,124 | $11.3M | 1.24% | −1,056−1.5% | Reduced |
| Copeland Capital Management, LLC | 68,988 | $11.3M | 0.32% | +26,132+61.0% | Added |
| Picton Mahoney Asset Management | 68,870 | $11.3M | 0.43% | −1,120−1.6% | Reduced |
| Heritage Trust Co | 68,521 | $11.2M | 1.58% | −912−1.3% | Reduced |
| Griffin Asset Management, Inc. | 68,496 | $11.2M | 1.43% | −655−0.9% | Reduced |
| Ar Asset Management Inc | 68,231 | $11.2M | 3.13% | −3,000−4.2% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 68,155 | $11.2M | 1.76% | +146+0.2% | Added |
| NewEdge Wealth, LLC | 67,841 | $11.1M | 0.66% | +3,348+5.2% | Added |
| Snowden Capital Advisors LLC | 67,829 | $11.1M | 0.55% | +3,986+6.2% | Added |
| Greenwood Capital Associates LLC | 67,687 | $11.1M | 1.70% | −46,419−40.7% | Reduced |
| We Are One Seven, LLC | 65,041 | $11.1M | 1.40% | +724+1.1% | Added |
| GAM Holding AG | 67,366 | $11.0M | 0.51% | +160.0% | Added |
| Barbara Oil Co. | 67,000 | $11.0M | 5.14% | 00.0% | Unchanged |
| Buffington Mohr McNeal | 66,963 | $11.0M | 2.10% | +380+0.6% | Added |
| Core Alternative Capital | 66,880 | $10.9M | 2.33% | +8,625+14.8% | Added |
| Taylor Wealth Management Partners | 66,844 | $10.9M | 3.90% | +4,546+7.3% | Added |
| Telos Capital Management, Inc. | 66,841 | $10.9M | 1.50% | +2,881+4.5% | Added |
| Bluefin Capital Management, LLC | 66,745 | $10.9M | 1.26% | −56,425−45.8% | Reduced |
| Foster & Motley Inc | 66,376 | $10.9M | 0.90% | −6,457−8.9% | Reduced |
| Gratus Capital LLC | 66,345 | $10.9M | 1.17% | +2,787+4.4% | Added |
| Stockman Wealth Management, Inc. | 66,128 | $10.8M | 2.41% | +1,034+1.6% | Added |
| Legacy Private Trust Co. | 66,086 | $10.8M | 0.88% | +3,213+5.1% | Added |
| Harbour Investments, Inc. | 65,966 | $10.8M | 0.34% | −7,780−10.5% | Reduced |
| Schnieders Capital Management LLC | 65,291 | $10.7M | 2.88% | +196+0.3% | Added |
| Spinnaker Trust | 65,281 | $10.7M | 0.74% | +1,367+2.1% | Added |
| Signature Estate & Investment Advisors LLC | 65,214 | $10.7M | 0.52% | +4,391+7.2% | Added |
| Hennessy Advisors Inc | 65,200 | $10.7M | 0.64% | −5,400−7.6% | Reduced |
| Tompkins Financial Corp | 65,047 | $10.6M | 1.95% | +65,047 | New |
| Aj Wealth Strategies, LLC | 64,968 | $10.6M | 0.57% | +824+1.3% | Added |
| Pioneer Trust Bank N A | 64,872 | $10.6M | 3.04% | −620−0.9% | Reduced |
| Bremer Bank National Association | 64,447 | $10.5M | 2.09% | −1,295−2.0% | Reduced |
| Pallas Capital Advisors LLC | 61,758 | $10.5M | 1.16% | +14,087+29.6% | Added |
| Pettyjohn, Wood & White, Inc | 64,280 | $10.5M | 2.34% | +193+0.3% | Added |
| Sara-Bay Financial | 63,979 | $10.5M | 4.10% | +11,233+21.3% | Added |
| Segment Wealth Management, LLC | 63,727 | $10.4M | 1.24% | +95+0.1% | Added |
| Greenwood Gearhart Inc | 63,645 | $10.4M | 1.61% | +3,125+5.2% | Added |
| SFE Investment Counsel | 63,455 | $10.4M | 2.91% | −2,128−3.2% | Reduced |
| Boston Family Office LLC | 63,362 | $10.4M | 0.75% | −212−0.3% | Reduced |
| First Midwest Bank Trust Division | 63,197 | $10.3M | 1.47% | −1,681−2.6% | Reduced |
| Hills Bank & Trust Co | 63,186 | $10.3M | 1.56% | +498+0.8% | Added |
| Old Second National Bank of Aurora | 63,171 | $10.3M | 2.79% | −1,411−2.2% | Reduced |
| LSV Asset Management | 63,160 | $10.3M | 0.02% | −600−0.9% | Reduced |
| Skylands Capital, LLC | 63,125 | $10.3M | 1.28% | −100−0.2% | Reduced |
| Perigon Wealth Management, LLC | 63,003 | $10.3M | 0.90% | −533−0.8% | Reduced |
| JGP Wealth Management, LLC | 62,917 | $10.3M | 2.23% | +268+0.4% | Added |
| Plimoth Trust Co LLC | 62,870 | $10.3M | 2.91% | +614+1.0% | Added |
| Grimes & Company, Inc. | 62,740 | $10.3M | 0.45% | +1,438+2.3% | Added |
| Valicenti Advisory Services Inc | 62,615 | $10.2M | 2.78% | +327+0.5% | Added |
| Graypoint LLC | 62,581 | $10.2M | 1.26% | +608+1.0% | Added |
| Weiss Multi-Strategy Advisers LLC | 62,500 | $10.2M | 0.22% | +62,500 | New |
| Chicago Capital, LLC | 62,261 | $10.2M | 0.39% | +150+0.2% | Added |
| Hoey Investments, Inc | 62,239 | $10.2M | 3.16% | −2,342−3.6% | Reduced |
| Fagan Associates, Inc. | 62,088 | $10.2M | 2.21% | −1,058−1.7% | Reduced |
| Integrated Wealth Concepts LLC | 62,012 | $10.2M | 0.33% | +14,487+30.5% | Added |
| Great Valley Advisor Group, Inc. | 61,948 | $10.1M | 0.70% | +2,399+4.0% | Added |
| Nomura Holdings Inc | 62,697 | $10.1M | 0.08% | +38,554+159.7% | Added |
| Arrow Financial Corp | 61,921 | $10.1M | 1.31% | −708−1.1% | Reduced |
| Iowa State Bank | 61,792 | $10.1M | 2.83% | +1,293+2.1% | Added |
| Savant Capital, LLC | 61,382 | $10.0M | 0.37% | +9,384+18.0% | Added |
| Sigma Investment Counselors Inc | 61,070 | $10.0M | 0.74% | +559+0.9% | Added |
| Stevens Capital Management LP | 61,013 | $9.99M | 4.19% | +61,013 | New |
| Apriem Advisors | 60,859 | $9.96M | 1.43% | −144−0.2% | Reduced |
| Wells Trecaso Financial Group, LLC | 60,734 | $9.94M | 4.74% | +279+0.5% | Added |
| Woodmont Investment Counsel LLC | 60,659 | $9.93M | 1.45% | +7,022+13.1% | Added |
| Mengis Capital Management, Inc. | 60,544 | $9.91M | 2.08% | +202+0.3% | Added |
| AMG National Trust Bank | 60,490 | $9.90M | 0.32% | −620−1.0% | Reduced |
| Sumitomo Mitsui Financial Group, Inc. | 60,450 | $9.89M | 0.23% | +2,008+3.4% | Added |
| Inlet Private Wealth, LLC | 60,268 | $9.87M | 2.64% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 60,176 | $9.85M | 2.51% | −61−0.1% | Reduced |
| Bank of Hawaii | 60,119 | $9.84M | 0.55% | −352−0.6% | Reduced |
| Spearhead Capital Advisors, LLC | 60,079 | $9.83M | 1.31% | +2,878+5.0% | Added |
| Icon Wealth Partners, LLC | 60,072 | $9.83M | 1.05% | +295+0.5% | Added |
| Nwi Management LP | 60,000 | $9.82M | 0.92% | 00.0% | Unchanged |
| Bright Rock Capital Management, LLC | 60,000 | $9.82M | 2.46% | 00.0% | Unchanged |
| Greenleaf Trust | 59,903 | $9.81M | 0.12% | +1,540+2.6% | Added |
| Camden National Bank | 59,902 | $9.80M | 1.89% | −110−0.2% | Reduced |
| Boyar Asset Management Inc. | 59,756 | $9.78M | 6.44% | −497−0.8% | Reduced |
| Paradiem, LLC | 57,266 | $9.76M | 2.91% | 00.0% | Unchanged |
| Independent Investors Inc | 59,349 | $9.71M | 2.42% | +300+0.5% | Added |
| Mutual Advisors, LLC | 59,344 | $9.71M | 0.58% | +6,834+13.0% | Added |
| QV Investors Inc. | 59,190 | $9.69M | 0.73% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 59,122 | $9.68M | 0.73% | +1,384+2.4% | Added |
| Bard Financial Services, Inc. | 59,090 | $9.67M | 0.86% | 00.0% | Unchanged |
| Woodstock Corp | 59,019 | $9.66M | 1.13% | +38+0.1% | Added |
| NorthCoast Asset Management LLC | 58,963 | $9.66M | 0.35% | +4,468+8.2% | Added |
| Frontier Wealth Management LLC | 58,884 | $9.64M | 0.67% | +2,829+5.0% | Added |
| Gifford Fong Associates | 58,800 | $9.63M | 1.87% | 00.0% | Unchanged |
| WoodTrust Financial Corp | 58,648 | $9.60M | 2.26% | +4,048+7.4% | Added |
| Ameritas Investment Partners, Inc. | 58,487 | $9.57M | 0.35% | −2,003−3.3% | Reduced |
| Fred Alger Management, LLC | 58,367 | $9.55M | 0.02% | −3,807−6.1% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 55,735 | $9.55M | 0.14% | +30,578+121.5% | Added |
| Oak Harvest Investment Services | 58,222 | $9.53M | 2.78% | +3,969+7.3% | Added |