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 |
|---|---|---|---|---|---|
| Spectrum Management Group, LLC | 57,744 | $9.45M | 1.49% | +17,551+43.7% | Added |
| United Fire Group Inc | 57,736 | $9.45M | 4.72% | 00.0% | Unchanged |
| JustInvest LLC | 57,720 | $9.45M | 0.85% | +19,334+50.4% | Added |
| Philadelphia Trust Co | 57,504 | $9.41M | 0.69% | −1,563−2.6% | Reduced |
| Bridgecreek Investment Management, LLC | 57,110 | $9.35M | 1.34% | 00.0% | Unchanged |
| Miramar Capital, LLC | 56,943 | $9.32M | 3.72% | +370+0.7% | Added |
| Davis-Rea Ltd. | 56,851 | $9.31M | 4.55% | +60.0% | Added |
| Laurel Wealth Advisors LLC | 56,805 | $9.30M | 2.12% | −2,297−3.9% | Reduced |
| McGinn Investment Management, Inc. | 56,752 | $9.29M | 6.69% | −298−0.5% | Reduced |
| Meeder Asset Management Inc | 56,682 | $9.28M | 0.49% | −31,012−35.4% | Reduced |
| Buckingham Strategic Wealth, LLC | 56,686 | $9.28M | 0.19% | −6,478−10.3% | Reduced |
| Buckley Wealth Management, LLC | 56,645 | $9.27M | 3.00% | −49−0.1% | Reduced |
| BOK Financial Private Wealth, Inc. | 56,600 | $9.27M | 0.74% | +2,468+4.6% | Added |
| Xcel Wealth Management, LLC | 56,458 | $9.24M | 2.68% | +722+1.3% | Added |
| Carroll Financial Associates, Inc. | 56,401 | $9.23M | 0.52% | +261+0.5% | Added |
| Terry L. Blaker | 56,336 | $9.22M | 0.59% | −787−1.4% | Reduced |
| Family Capital Trust Co | 56,194 | $9.20M | 2.62% | +148+0.3% | Added |
| Providence Capital Advisors, LLC | 56,030 | $9.17M | 2.86% | +2,097+3.9% | Added |
| M&R Capital Management Inc | 56,015 | $9.17M | 2.08% | +188+0.3% | Added |
| Princeton Global Asset Management LLC | 55,882 | $9.15M | 2.79% | +767+1.4% | Added |
| Royal Fund Management, LLC | 55,885 | $9.15M | 1.47% | +2,073+3.9% | Added |
| Koshinski Asset Management, Inc. | 55,801 | $9.13M | 0.79% | +19,681+54.5% | Added |
| Rench Wealth Management, Inc. | 55,773 | $9.13M | 4.53% | −1,147−2.0% | Reduced |
| Wright Investors Service Inc | 55,677 | $9.11M | 2.59% | +2,221+4.2% | Added |
| Perennial Advisors, LLC | 55,646 | $9.11M | 2.68% | +1,022+1.9% | Added |
| Intersect Capital LLC | 55,633 | $9.11M | 1.56% | +62+0.1% | Added |
| ExodusPoint Capital Management, LP | 55,515 | $9.09M | 0.14% | −32,185−36.7% | Reduced |
| Vestcor Inc | 55,515 | $9.09M | 0.33% | −11,181−16.8% | Reduced |
| Pine Ridge Advisers LLC | 55,500 | $9.09M | 2.56% | 00.0% | Unchanged |
| Fundamentun, LLC | 55,377 | $9.06M | 1.58% | +12,327+28.6% | Added |
| Allied Investment Advisors, LLC | 55,218 | $9.04M | 3.42% | +270+0.5% | Added |
| Fort Sheridan Advisors LLC | 55,020 | $9.01M | 2.95% | +1,516+2.8% | Added |
| Whitener Capital Management, Inc. | 70,855 | $9.00M | 4.14% | −630−0.9% | Reduced |
| Loews Corp | 55,000 | $9.00M | 0.08% | −12,500−18.5% | Reduced |
| Stolper Co | 54,886 | $8.98M | 4.29% | −253−0.5% | Reduced |
| Walter & Keenan Financial Consulting Co | 54,636 | $8.94M | 3.03% | −2,101−3.7% | Reduced |
| Sompo Asset Management Co., Ltd. | 54,490 | $8.92M | 2.05% | −12,860−19.1% | Reduced |
| Bray Capital Advisors | 54,476 | $8.92M | 2.29% | +264+0.5% | Added |
| Capula Management Ltd | 54,740 | $8.91M | 0.69% | −4,794−8.1% | Reduced |
| Cutler Investment Counsel LLC | 54,349 | $8.90M | 1.40% | −3,023−5.3% | Reduced |
| Constitution Capital LLC | 54,338 | $8.89M | 5.34% | −880−1.6% | Reduced |
| River Wealth Advisors LLC | 54,283 | $8.89M | 1.52% | +1,076+2.0% | Added |
| Ami Investment Management Inc | 54,199 | $8.87M | 3.80% | −10,754−16.6% | Reduced |
| Eudaimonia Partners, LLC | 54,173 | $8.87M | 1.60% | +2,315+4.5% | Added |
| Fulcrum Capital LLC | 54,164 | $8.87M | 2.12% | +1,064+2.0% | Added |
| Wealth Advisory Solutions, LLC | 54,041 | $8.85M | 1.97% | +90.0% | Added |
| Viking Fund Management LLC | 54,000 | $8.84M | 2.56% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 53,930 | $8.83M | 0.18% | −54,794−50.4% | Reduced |
| Cadence Bank NA | 53,897 | $8.82M | 2.62% | −40−0.1% | Reduced |
| Altium Wealth Management LLC | 53,552 | $8.77M | 0.63% | +893+1.7% | Added |
| Mount Yale Investment Advisors, LLC | 53,487 | $8.76M | 1.01% | +5,634+11.8% | Added |
| First Hawaiian Bank | 53,428 | $8.74M | 0.36% | +101+0.2% | Added |
| Shelton Capital Management | 53,413 | $8.74M | 0.34% | −2,036−3.7% | Reduced |
| Permanens Capital L.P. | 53,403 | $8.74M | 1.58% | +1,971+3.8% | Added |
| Sumitomo Life Insurance Co | 53,056 | $8.69M | 0.23% | −2,113−3.8% | Reduced |
| Investment Management of Virginia LLC | 52,655 | $8.62M | 1.66% | +1,226+2.4% | Added |
| Schulhoff & Co Inc | 52,623 | $8.61M | 3.88% | −290−0.5% | Reduced |
| Harbor Investment Advisory, LLC | 52,594 | $8.61M | 1.17% | +613+1.2% | Added |
| Windward Capital Management Co | 52,512 | $8.60M | 0.80% | +323+0.6% | Added |
| Baldwin Investment Management, LLC | 52,419 | $8.58M | 1.49% | −263−0.5% | Reduced |
| Essex Financial Services, Inc. | 52,382 | $8.57M | 0.98% | +10,493+25.0% | Added |
| Duncker Streett & Co Inc | 52,232 | $8.55M | 1.62% | −1,868−3.5% | Reduced |
| AGF Investments America Inc. | 52,215 | $8.55M | 1.78% | 00.0% | Unchanged |
| Ipswich Investment Management Co., Inc. | 51,973 | $8.51M | 2.18% | +4,182+8.8% | Added |
| Ascent Wealth Partners, LLC | 51,941 | $8.50M | 1.63% | −206−0.4% | Reduced |
| Capstone Financial Advisors, Inc. | 51,863 | $8.49M | 0.67% | +405+0.8% | Added |
| Pacific Global Investment Management CO | 51,811 | $8.48M | 1.71% | −51−0.1% | Reduced |
| Enterprise Financial Services Corp | 51,603 | $8.45M | 1.09% | +17,820+52.7% | Added |
| Boyer & Corporon Wealth Management, LLC | 51,570 | $8.44M | 2.52% | +821+1.6% | Added |
| Stokes Family Office, LLC | 51,566 | $8.44M | 1.17% | +2,940+6.0% | Added |
| McDonald Partners LLC | 51,562 | $8.44M | 1.98% | +903+1.8% | Added |
| Lynch & Associates | 51,541 | $8.44M | 2.19% | +701+1.4% | Added |
| TT International Asset Management LTD | 51,509 | $8.43M | 0.47% | −33,572−39.5% | Reduced |
| Landsberg, Bennett, & Dubbaneh LLC | 50,403 | $8.42M | 1.07% | +266+0.5% | Added |
| Nixon Peabody Trust Co | 51,460 | $8.42M | 3.04% | +1,873+3.8% | Added |
| Cardan Capital Partners, LLC | 51,308 | $8.40M | 0.94% | +135+0.3% | Added |
| K.J. Harrison & Partners Inc | 50,982 | $8.39M | 1.22% | +2,017+4.1% | Added |
| Baldwin Brothers Inc | 51,098 | $8.36M | 0.93% | +9,268+22.2% | Added |
| Naples Global Advisors, LLC | 51,015 | $8.35M | 1.10% | +80+0.2% | Added |
| Sargent Bickham Lagudis LLC | 51,020 | $8.35M | 0.68% | +1,096+2.2% | Added |
| Mirador Capital Partners LP | 50,923 | $8.34M | 1.89% | +784+1.6% | Added |
| Green Square Capital Advisors LLC | 50,774 | $8.31M | 1.89% | −250−0.5% | Reduced |
| Garland Capital Management Inc | 50,665 | $8.29M | 5.93% | −450−0.9% | Reduced |
| Cardinal Capital Management | 50,389 | $8.25M | 1.79% | −791−1.5% | Reduced |
| Hamel Associates, Inc. | 50,350 | $8.24M | 3.22% | +387+0.8% | Added |
| Parallel Advisors, LLC | 50,263 | $8.23M | 0.33% | +2,055+4.3% | Added |
| QVT Financial LP | 50,262 | $8.23M | 0.65% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 50,158 | $8.21M | 0.43% | +1,728+3.6% | Added |
| JS Capital Management LLC | 50,000 | $8.19M | 0.49% | −120,000−70.6% | Reduced |
| JBF Capital, Inc. | 50,000 | $8.19M | 1.77% | 00.0% | Unchanged |
| Bizma Investimentos Ltda | 50,000 | $8.19M | 5.04% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 49,814 | $8.16M | 1.09% | 00.0% | Unchanged |
| Cumberland Advisors Inc | 49,825 | $8.16M | 1.89% | +370+0.7% | Added |
| Fairfield, Bush & Co. | 49,810 | $8.15M | 2.65% | −20,717−29.4% | Reduced |
| Adalta Capital Management LLC | 49,695 | $8.13M | 4.50% | 00.0% | Unchanged |
| Arjuna Capital | 49,692 | $8.13M | 3.31% | +2,260+4.8% | Added |
| Meiji Yasuda Life Insurance Co | 49,667 | $8.13M | 0.14% | −2,334−4.5% | Reduced |
| Granite Investment Partners, LLC | 49,625 | $8.12M | 0.25% | +371+0.8% | Added |
| Ballast Advisors LLC | 49,543 | $8.11M | 3.37% | −125−0.3% | Reduced |
| Roundview Capital LLC | 49,535 | $8.11M | 0.89% | +228+0.5% | Added |