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 |
|---|---|---|---|---|---|
| Radnor Capital Management, LLC | 49,499 | $8.10M | 4.81% | +7,465+17.8% | Added |
| Parkwood LLC | 49,291 | $8.07M | 1.38% | −6,395−11.5% | Reduced |
| Wittenberg Investment Management, Inc. | 49,142 | $8.04M | 3.09% | 00.0% | Unchanged |
| Live Oak Private Wealth LLC | 48,957 | $8.01M | 1.64% | +6,193+14.5% | Added |
| Parthenon LLC | 48,867 | $8.00M | 1.20% | −1,156−2.3% | Reduced |
| Nelson Capital Management, LLC | 48,384 | $7.92M | 1.58% | −155−0.3% | Reduced |
| KG&L Capital Management,LLC | 48,334 | $7.91M | 3.48% | +1,191+2.5% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 48,136 | $7.88M | 0.08% | −1,702−3.4% | Reduced |
| Inverness Counsel LLC | 48,105 | $7.87M | 0.29% | +27,749+136.3% | Added |
| Frisch Financial Group, Inc. | 47,953 | $7.85M | 2.62% | −75−0.2% | Reduced |
| Covington Investment Advisors Inc. | 47,939 | $7.85M | 1.69% | +6,080+14.5% | Added |
| RPG Investment Advisory, LLC | 47,796 | $7.82M | 1.29% | +1,545+3.3% | Added |
| Beacon Financial Group | 47,131 | $7.82M | 1.08% | +500+1.1% | Added |
| Harbour Capital Advisors, LLC | 47,766 | $7.82M | 2.06% | +683+1.5% | Added |
| Arden Trust Co | 47,700 | $7.81M | 1.33% | −2,197−4.4% | Reduced |
| Davy Global Fund Management Ltd | 47,695 | $7.81M | 1.19% | −814−1.7% | Reduced |
| McKinley Capital Management LLC /Delaware | 47,670 | $7.80M | 0.73% | −76,690−61.7% | Reduced |
| Avitas Wealth Management LLC | 47,629 | $7.80M | 1.42% | −278−0.6% | Reduced |
| EagleClaw Capital Managment, LLC | 47,548 | $7.79M | 2.01% | +642+1.4% | Added |
| Citizens National Bank Trust Department | 47,443 | $7.77M | 2.21% | −77−0.2% | Reduced |
| Bridge Creek Capital Management LLC | 47,442 | $7.77M | 2.89% | +705+1.5% | Added |
| Wintrust Investments LLC | 47,061 | $7.70M | 1.04% | +1,022+2.2% | Added |
| Signaturefd, LLC | 47,045 | $7.70M | 0.27% | +2,123+4.7% | Added |
| Corbenic Partners LLC | 46,997 | $7.69M | 1.87% | +6,041+14.7% | Added |
| HighTower Trust Services, LTA | 46,945 | $7.68M | 0.94% | −329−0.7% | Reduced |
| Clear Harbor Asset Management, LLC | 46,838 | $7.67M | 0.91% | +2,094+4.7% | Added |
| One Capital Management, LLC | 46,698 | $7.64M | 0.63% | −457−1.0% | Reduced |
| Aviance Capital Partners, LLC | 46,555 | $7.62M | 1.35% | +971+2.1% | Added |
| Altavista Wealth Management, Inc. | 46,164 | $7.56M | 1.68% | −2,187−4.5% | Reduced |
| Odey Asset Management Group Ltd | 46,167 | $7.56M | 2.02% | +21,942+90.6% | Added |
| WealthPLAN Partners, LLC | 46,330 | $7.53M | 0.50% | −1,407−2.9% | Reduced |
| Veriti Management LLC | 46,004 | $7.53M | 1.07% | +2,918+6.8% | Added |
| RBF Capital, LLC | 46,000 | $7.53M | 0.43% | 00.0% | Unchanged |
| Martin Capital Partners, LLC | 45,955 | $7.52M | 3.80% | −154−0.3% | Reduced |
| Hallmark Capital Management Inc | 45,922 | $7.52M | 0.66% | −703−1.5% | Reduced |
| Knights of Columbus Asset Advisors LLC | 45,878 | $7.51M | 0.67% | +418+0.9% | Added |
| Mid Atlantic Financial Management Inc | 45,857 | $7.51M | 0.50% | +2,974+6.9% | Added |
| HGK Asset Management Inc | 45,799 | $7.50M | 2.46% | +259+0.6% | Added |
| Asset Planning Services Inc | 45,757 | $7.49M | 4.42% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 45,701 | $7.48M | 1.03% | +15,204+49.9% | Added |
| XML Financial, LLC | 45,576 | $7.46M | 1.00% | +29,395+181.7% | Added |
| Farmers National Bank | 58,621 | $7.45M | 2.97% | +442+0.8% | Added |
| Dorsey & Whitney Trust CO LLC | 45,428 | $7.44M | 0.69% | −333−0.7% | Reduced |
| Elk River Wealth Management, LLC | 45,400 | $7.43M | 1.88% | −208−0.5% | Reduced |
| Unified Trust Company, N.A. | 45,228 | $7.40M | 2.18% | +159+0.4% | Added |
| BKD Wealth Advisors, LLC | 45,181 | $7.40M | 0.34% | +5,163+12.9% | Added |
| Pittenger & Anderson Inc | 45,129 | $7.39M | 0.37% | +615+1.4% | Added |
| Berkshire Bank | 45,094 | $7.38M | 1.80% | −180.0% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 45,075 | $7.38M | 1.94% | +590+1.3% | Added |
| Stratos Wealth Advisors, LLC | 44,807 | $7.33M | 0.63% | +5,215+13.2% | Added |
| Resources Investment Advisors, LLC. | 44,738 | $7.32M | 0.29% | +1,938+4.5% | Added |
| Quantitative Investment Management, LLC | 44,643 | $7.31M | 0.66% | +44,643 | New |
| Worldquant Millennium Advisors LLC | 44,626 | $7.30M | 0.16% | +32,410+265.3% | Added |
| McRae Capital Management Inc | 44,592 | $7.30M | 1.61% | +715+1.6% | Added |
| DF Dent & Co Inc | 44,500 | $7.28M | 0.07% | −28−0.1% | Reduced |
| North Star Asset Management Inc | 44,389 | $7.27M | 0.40% | +750+1.7% | Added |
| Wisconsin Capital Management LLC | 44,360 | $7.26M | 2.98% | −2,900−6.1% | Reduced |
| Lake Street Financial LLC | 44,360 | $7.26M | 1.78% | +775+1.8% | Added |
| B & T Capital Management DBA Alpha Capital Management | 44,036 | $7.21M | 1.71% | +349+0.8% | Added |
| Selway Asset Management | 44,020 | $7.21M | 3.94% | −500−1.1% | Reduced |
| Argyle Capital Management Inc. | 44,012 | $7.20M | 2.39% | −150−0.3% | Reduced |
| Sound View Wealth Advisors Group, LLC | 43,983 | $7.20M | 1.50% | −365−0.8% | Reduced |
| Abbrea Capital, LLC | 43,812 | $7.17M | 1.07% | +1,646+3.9% | Added |
| Harrell Investment Partners, LLC | 43,767 | $7.16M | 2.31% | +1,767+4.2% | Added |
| Whalerock Point Partners, LLC | 43,734 | $7.16M | 2.77% | +1,576+3.7% | Added |
| Brewin Dolphin Wealth Management Ltd | 43,628 | $7.14M | 0.81% | +900+2.1% | Added |
| Systematic Alpha Investments, LLC | 42,004 | $7.14M | 0.31% | +200+0.5% | Added |
| Black Swift Group, LLC | 43,597 | $7.14M | 3.23% | +43,597 | New |
| Bedell Frazier Investment Counseling, LLC | 43,580 | $7.13M | 1.96% | +2,682+6.6% | Added |
| Redwood Investments, LLC | 43,534 | $7.13M | 0.60% | −3,416−7.3% | Reduced |
| Gyroscope Capital Management Group, LLC | 43,534 | $7.13M | 2.69% | +486+1.1% | Added |
| Annex Advisory Services, LLC | 43,492 | $7.12M | 0.58% | +2,652+6.5% | Added |
| Smithbridge Asset Management Inc | 43,415 | $7.11M | 2.36% | −225−0.5% | Reduced |
| Brave Asset Management Inc | 43,411 | $7.11M | 2.05% | −541−1.2% | Reduced |
| Stamos Capital Partners, L.P. | 43,350 | $7.10M | 3.97% | −6,190−12.5% | Reduced |
| Strategic Advisors LLC | 43,316 | $7.09M | 1.53% | +1,195+2.8% | Added |
| Community Bank & Trust, Waco, Texas | 43,304 | $7.09M | 2.31% | +545+1.3% | Added |
| LVW Advisors, LLC | 43,176 | $7.07M | 1.24% | +2,198+5.4% | Added |
| Guyasuta Investment Advisors Inc | 43,168 | $7.07M | 0.50% | −177−0.4% | Reduced |
| BDO Wealth Advisors, LLC | 43,079 | $7.05M | 0.78% | −461−1.1% | Reduced |
| Premier Fund Managers Ltd | 42,469 | $7.05M | 0.23% | +3,830+9.9% | Added |
| Aristotle Capital Management, LLC | 42,964 | $7.03M | 0.01% | −3,891,446−98.9% | Reduced |
| Welch Group, LLC | 42,911 | $7.02M | 0.48% | +3,540+9.0% | Added |
| Intrust Bank NA | 42,833 | $7.01M | 0.93% | +1,049+2.5% | Added |
| Boyd Watterson Asset Management LLC | 42,801 | $7.01M | 2.58% | +280+0.7% | Added |
| Gamble Jones Investment Counsel | 42,751 | $7.00M | 0.46% | +1,222+2.9% | Added |
| Gibraltar Capital Management, Inc. | 42,667 | $6.98M | 3.55% | +139+0.3% | Added |
| Baker Ellis Asset Management LLC | 42,202 | $6.98M | 1.34% | −648−1.5% | Reduced |
| Homrich & Berg | 42,629 | $6.98M | 0.16% | −2,501−5.5% | Reduced |
| Bristlecone Advisors, LLC | 42,512 | $6.96M | 0.91% | −1,119−2.6% | Reduced |
| Pensionfund DSM Netherlands | 42,500 | $6.96M | 0.88% | −21,000−33.1% | Reduced |
| Gotham Asset Management, LLC | 42,372 | $6.94M | 0.28% | −5,287−11.1% | Reduced |
| SevenBridge Financial Group, LLC | 42,242 | $6.92M | 2.31% | −907−2.1% | Reduced |
| Huber Capital Management LLC | 42,223 | $6.91M | 1.79% | +500+1.2% | Added |
| Peloton Wealth Strategists | 42,149 | $6.90M | 2.82% | −1,000−2.3% | Reduced |
| Schonfeld Strategic Advisors LLC | 42,134 | $6.90M | 0.08% | +2,142+5.4% | Added |
| American Money Management, LLC | 42,025 | $6.88M | 1.94% | +107+0.3% | Added |
| La Financiere de L'Echiquier | 42,000 | $6.88M | 0.23% | −4,000−8.7% | Reduced |
| David Loasby | 41,975 | $6.88M | 0.87% | +894+2.2% | Added |
| Van Strum & Towne Inc. | 41,803 | $6.84M | 2.70% | −50−0.1% | Reduced |