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 |
|---|---|---|---|---|---|
| Carlson Capital L P | 41,800 | $6.84M | 0.36% | −115,533−73.4% | Reduced |
| Hohimer Wealth Management, LLC | 41,772 | $6.84M | 1.44% | −1,032−2.4% | Reduced |
| Exencial Wealth Advisors, LLC | 41,690 | $6.83M | 0.30% | +9,796+30.7% | Added |
| Level Four Advisory Services, LLC | 41,591 | $6.81M | 0.71% | −22,183−34.8% | Reduced |
| Abbot Financial Management, Inc. | 41,576 | $6.81M | 3.10% | +395+1.0% | Added |
| Granite Investment Advisors, LLC | 41,517 | $6.80M | 1.10% | −495−1.2% | Reduced |
| White Pine Investment CO | 41,329 | $6.76M | 2.37% | −1,417−3.3% | Reduced |
| Univest Financial Corp | 41,259 | $6.75M | 1.89% | +562+1.4% | Added |
| Parcion Private Wealth LLC | 40,405 | $6.73M | 0.60% | +905+2.3% | Added |
| Security National Trust Co | 43,269 | $6.73M | 1.56% | 00.0% | Unchanged |
| Concentric Wealth Management, LLC | 41,115 | $6.73M | 2.06% | +128+0.3% | Added |
| Brown Miller Wealth Management, LLC | 41,066 | $6.72M | 4.22% | +339+0.8% | Added |
| Budros, Ruhlin & Roe, Inc. | 40,913 | $6.70M | 0.76% | −560−1.4% | Reduced |
| Moneta Group Investment Advisors LLC | 40,894 | $6.69M | 0.31% | +994+2.5% | Added |
| Wealthspire Advisors, LLC | 40,896 | $6.69M | 0.14% | +15,110+58.6% | Added |
| Asset Dedication, LLC | 40,827 | $6.68M | 0.88% | +7,735+23.4% | Added |
| Lincoln Capital Corp | 40,685 | $6.66M | 3.58% | −136−0.3% | Reduced |
| Ballentine Partners, LLC | 40,631 | $6.65M | 0.23% | +136+0.3% | Added |
| City Holding Co | 40,518 | $6.63M | 1.13% | +3,275+8.8% | Added |
| Assenagon Asset Management S.A. | 40,489 | $6.63M | 0.03% | +26,491+189.2% | Added |
| Marietta Wealth Management, LLC | 40,427 | $6.62M | 1.45% | +1,437+3.7% | Added |
| Andra AP-fonden | 40,400 | $6.61M | 0.14% | +1,500+3.9% | Added |
| Somerset Trust Co | 40,332 | $6.60M | 2.70% | −603−1.5% | Reduced |
| Fulton Bank, N.A. | 40,134 | $6.57M | 0.31% | +1,693+4.4% | Added |
| AMJ Financial Wealth Management | 40,114 | $6.57M | 2.69% | +19,235+92.1% | Added |
| Alight Capital Management LP | 40,000 | $6.55M | 2.41% | +40,000 | New |
| Oxford Financial Group Ltd | 39,966 | $6.54M | 0.83% | −389−1.0% | Reduced |
| Buckhead Capital Management LLC | 39,824 | $6.52M | 1.46% | −696−1.7% | Reduced |
| Mechanics Bank Trust Department | 39,733 | $6.50M | 1.05% | −62−0.2% | Reduced |
| Consolidated Investment Group LLC | 39,692 | $6.50M | 1.02% | −3,300−7.7% | Reduced |
| Karp Capital Management Corp | 39,459 | $6.46M | 0.91% | +1,857+4.9% | Added |
| Wellington Shields & Co., LLC | 39,437 | $6.46M | 2.25% | +20+0.1% | Added |
| Symmetry Partners, LLC | 38,240 | $6.45M | 0.42% | +4,806+14.4% | Added |
| Change Path, LLC | 39,272 | $6.42M | 0.38% | +549+1.4% | Added |
| Fieldpoint Private Securities, LLC | 39,181 | $6.41M | 1.42% | +207+0.5% | Added |
| Surevest, LLC | 39,139 | $6.41M | 1.62% | +513+1.3% | Added |
| Red Door Wealth Management, LLC | 39,110 | $6.40M | 2.45% | +3,247+9.1% | Added |
| Empirical Finance, LLC | 39,000 | $6.38M | 0.96% | +2,098+5.7% | Added |
| Heritage Wealth Advisors | 38,967 | $6.38M | 0.39% | −248−0.6% | Reduced |
| Value Partners Investments Inc. | 39,120 | $6.37M | 0.54% | +39+0.1% | Added |
| Strategic Wealth Advisors Group, LLC | 38,968 | $6.36M | 0.31% | −41−0.1% | Reduced |
| Howland Capital Management LLC | 38,711 | $6.34M | 0.33% | −3,350−8.0% | Reduced |
| ACG Wealth | 38,679 | $6.33M | 0.83% | −986−2.5% | Reduced |
| Joel Isaacson & Co., LLC | 38,652 | $6.33M | 0.48% | +3,927+11.3% | Added |
| Taylor, Cottrill, Erickson & Associates, Inc. | 38,568 | $6.31M | 0.90% | −200−0.5% | Reduced |
| Kempen Capital Management N.V. | 38,550 | $6.31M | 0.23% | −4,025−9.5% | Reduced |
| Capital Analysts, LLC | 38,513 | $6.30M | 0.41% | +215+0.6% | Added |
| Meritage Portfolio Management | 38,357 | $6.28M | 0.38% | +389+1.0% | Added |
| Schmidt P J Investment Management Inc | 36,611 | $6.28M | 1.23% | −165−0.4% | Reduced |
| LeJeune Puetz Investment Counsel LLC | 38,308 | $6.27M | 2.28% | +1,365+3.7% | Added |
| Werlinich Asset Management, LLC | 38,265 | $6.26M | 5.06% | 00.0% | Unchanged |
| Advanced Asset Management Advisors Inc | 38,247 | $6.26M | 1.34% | +10.0% | Added |
| Greenline Partners, LLC | 38,229 | $6.26M | 1.31% | +12,484+48.5% | Added |
| AdvisorNet Financial, Inc | 38,185 | $6.25M | 0.44% | −3,000−7.3% | Reduced |
| Montecito Bank & Trust | 38,192 | $6.25M | 1.21% | +305+0.8% | Added |
| Clarity Financial LLC | 38,191 | $6.25M | 1.17% | +3,452+9.9% | Added |
| Vectors Research Management, LLC | 38,152 | $6.25M | 1.47% | +663+1.8% | Added |
| Chemung Canal Trust Co | 38,140 | $6.24M | 1.20% | −30.0% | Reduced |
| Mitchell Capital Management Co | 38,100 | $6.24M | 1.40% | +1,610+4.4% | Added |
| Castleark Management LLC | 38,070 | $6.23M | 0.24% | 00.0% | Unchanged |
| CastleArk Alternatives, LLC | 38,070 | $6.23M | 0.24% | +38,070 | New |
| Chronos Wealth Management, LLC | 38,045 | $6.23M | 4.24% | −70−0.2% | Reduced |
| Shorepoint Capital Partners LLC | 37,970 | $6.21M | 2.79% | +37,970 | New |
| Monticello Wealth Management, LLC | 37,953 | $6.21M | 0.60% | +34,996+1,183.5% | Added |
| Dorchester Wealth Management Co | 37,938 | $6.21M | 1.53% | −1,850−4.6% | Reduced |
| Augustine Asset Management Inc | 37,915 | $6.21M | 3.31% | +633+1.7% | Added |
| R.m.sincerbeaux Capital Management LLC | 37,890 | $6.20M | 4.06% | 00.0% | Unchanged |
| Swarthmore Group Inc | 39,856 | $6.20M | 1.60% | 00.0% | Unchanged |
| Banco de Sabadell, S.A | 19,821 | $6.20M | 4.17% | −13,179−39.9% | Reduced |
| Waldron Private Wealth LLC | 37,825 | $6.19M | 0.36% | −14,891−28.2% | Reduced |
| HNP Capital LLC | 37,761 | $6.18M | 1.55% | +272+0.7% | Added |
| Johnson Financial Group, Inc. | 37,756 | $6.18M | 0.42% | +4,458+13.4% | Added |
| Kinneret Advisory, LLC | 37,734 | $6.18M | 0.73% | 00.0% | Unchanged |
| Oliver Luxxe Assets LLC | 37,685 | $6.17M | 1.70% | +1,531+4.2% | Added |
| Hedeker Wealth, LLC | 37,682 | $6.17M | 1.91% | +1,507+4.2% | Added |
| Exchange Traded Concepts, LLC | 37,660 | $6.17M | 0.16% | +34,073+949.9% | Added |
| Paradigm Asset Management Co LLC | 37,650 | $6.16M | 1.69% | −2,000−5.0% | Reduced |
| Belpointe Asset Management LLC | 39,380 | $6.16M | 0.42% | +2,232+6.0% | Added |
| Northwest Bancshares, Inc. | 37,591 | $6.15M | 1.40% | +101+0.3% | Added |
| Toroso Investments, LLC | 37,581 | $6.15M | 0.23% | +3,997+11.9% | Added |
| Cubist Systematic Strategies, LLC | 37,548 | $6.15M | 0.08% | −92,473−71.1% | Reduced |
| MSD Partners, L.P. | 37,500 | $6.14M | 0.23% | −37,500−50.0% | Reduced |
| Lake Street Advisors Group, LLC | 37,458 | $6.13M | 0.66% | +20,793+124.8% | Added |
| Bangor Savings Bank | 37,431 | $6.13M | 0.64% | +4,119+12.4% | Added |
| Meridian Wealth Advisors, LLC | 37,364 | $6.12M | 1.70% | +850+2.3% | Added |
| Pinkerton Retirement Specialists, LLC | 37,358 | $6.12M | 1.18% | +431+1.2% | Added |
| CPWM, LLC | 37,302 | $6.11M | 0.56% | −99−0.3% | Reduced |
| Stokes Capital Advisors, LLC | 37,222 | $6.09M | 1.97% | +1,642+4.6% | Added |
| PFG Advisors | 37,217 | $6.09M | 0.69% | +934+2.6% | Added |
| Strategic Financial Services, Inc, | 37,162 | $6.08M | 0.48% | −752−2.0% | Reduced |
| Family Management Corp | 37,105 | $6.07M | 1.68% | −1,058−2.8% | Reduced |
| FORA Capital, LLC | 37,037 | $6.06M | 1.53% | +37,037 | New |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 37,000 | $6.06M | 3.23% | 00.0% | Unchanged |
| Traynor Capital Management, Inc. | 36,995 | $6.05M | 0.83% | +2,488+7.2% | Added |
| Bank of New Hampshire | 38,868 | $6.05M | 1.62% | 00.0% | Unchanged |
| Alpha Omega Wealth Management LLC | 36,936 | $6.05M | 0.99% | −179−0.5% | Reduced |
| Source Financial Advisors LLC | 36,797 | $6.02M | 1.56% | −6,420−14.9% | Reduced |
| Bowling Portfolio Management LLC | 36,759 | $6.02M | 1.35% | −208−0.6% | Reduced |
| YorkBridge Wealth Partners, LLC | 36,724 | $6.01M | 1.51% | +1,658+4.7% | Added |
| Stillwater Investment Management, LLC | 36,702 | $6.01M | 1.60% | −155−0.4% | Reduced |