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 |
|---|---|---|---|---|---|
| Connable Office Inc | 36,692 | $6.01M | 0.87% | −2,393−6.1% | Reduced |
| Brown Advisory Securities, LLC | 36,531 | $5.97M | 1.77% | −27,809−43.2% | Reduced |
| Mandatum Life Insurance Co Ltd | 36,500 | $5.97M | 1.11% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 36,484 | $5.97M | 0.58% | +10,848+42.3% | Added |
| Institutional & Family Asset Management, LLC | 36,451 | $5.97M | 0.96% | +705+2.0% | Added |
| Cottage Street Advisors LLC | 36,410 | $5.96M | 4.01% | +296+0.8% | Added |
| Excalibur Management Corp | 36,272 | $5.94M | 2.60% | +621+1.7% | Added |
| American National Bank | 36,170 | $5.92M | 1.31% | −9,683−21.1% | Reduced |
| Varma Mutual Pension Insurance Co | 36,125 | $5.91M | 0.09% | 00.0% | Unchanged |
| Summit Global Investments | 36,001 | $5.89M | 0.44% | −657−1.8% | Reduced |
| MRJ Capital Inc | 35,892 | $5.88M | 3.44% | −874−2.4% | Reduced |
| Shepherd Financial Partners LLC | 35,894 | $5.87M | 1.13% | +270+0.8% | Added |
| Baugh & Associates, LLC | 35,771 | $5.86M | 3.58% | −45−0.1% | Reduced |
| V Wealth Advisors LLC | 35,679 | $5.84M | 0.91% | +130+0.4% | Added |
| Checchi Capital Advisers, LLC | 35,494 | $5.81M | 0.72% | +6,248+21.4% | Added |
| New England Investment & Retirement Group, Inc. | 35,338 | $5.79M | 1.33% | −841−2.3% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 35,266 | $5.77M | 4.98% | +1,296+3.8% | Added |
| MidWestOne Financial Group, Inc. | 35,191 | $5.76M | 1.35% | −254−0.7% | Reduced |
| E&G Advisors, LP | 35,152 | $5.75M | 1.56% | +35,152 | Added |
| Bridgewater Advisors Inc. | 35,155 | $5.75M | 1.58% | +1,709+5.1% | Added |
| Kore Private Wealth LLC | 35,119 | $5.75M | 0.60% | +502+1.5% | Added |
| Patton Albertson Miller Group, LLC | 35,124 | $5.75M | 1.10% | +10,774+44.2% | Added |
| Affinity Investment Advisors, LLC | 35,109 | $5.75M | 2.58% | +1,684+5.0% | Added |
| Coerente Capital Management | 35,022 | $5.73M | 1.19% | +200+0.6% | Added |
| Ilmarinen Mutual Pension Insurance Co | 35,000 | $5.73M | 0.06% | 00.0% | Unchanged |
| Grandfield & Dodd, LLC | 34,964 | $5.72M | 0.40% | +505+1.5% | Added |
| Jacobi Capital Management LLC | 34,798 | $5.70M | 0.72% | +1,585+4.8% | Added |
| Legacy Financial Advisors, Inc. | 34,767 | $5.69M | 1.40% | +1,438+4.3% | Added |
| Avantax Planning Partners, Inc. | 34,686 | $5.68M | 0.26% | +1,005+3.0% | Added |
| Contravisory Investment Management, Inc. | 34,626 | $5.67M | 1.72% | −686−1.9% | Reduced |
| Stony Point Wealth Management Inc. | 34,582 | $5.66M | 3.40% | +4,479+14.9% | Added |
| Silvant Capital Management LLC | 34,580 | $5.66M | 1.01% | −2,881−7.7% | Reduced |
| Essex Investment Management Co LLC | 34,552 | $5.66M | 0.69% | −5,777−14.3% | Reduced |
| Headinvest, LLC | 34,519 | $5.65M | 1.07% | −55−0.2% | Reduced |
| Clarius Group, LLC | 34,491 | $5.65M | 0.51% | +892+2.7% | Added |
| Fma Advisory Inc | 34,477 | $5.64M | 2.10% | −515−1.5% | Reduced |
| Bedel Financial Consulting, Inc. | 34,472 | $5.64M | 1.94% | +2,719+8.6% | Added |
| Brick & Kyle, Associates | 34,352 | $5.64M | 2.86% | +192+0.6% | Added |
| Global Retirement Partners, LLC | 34,392 | $5.63M | 0.56% | +1,465+4.4% | Added |
| Regal Investment Advisors LLC | 34,360 | $5.62M | 0.55% | +2,796+8.9% | Added |
| Chou Associates Management Inc.SuperinvestorChou Associates | 34,275 | $5.61M | 3.53% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 34,256 | $5.61M | 0.47% | +1,401+4.3% | Added |
| Westover Capital Advisors, LLC | 33,962 | $5.56M | 1.74% | +1,230+3.8% | Added |
| Souders Financial Advisors | 33,941 | $5.56M | 1.79% | +1,175+3.6% | Added |
| Opus Investment Management Inc | 33,750 | $5.53M | 0.84% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 33,691 | $5.51M | 0.74% | +3,692+12.3% | Added |
| TrinityPoint Wealth, LLC | 33,507 | $5.49M | 1.05% | −42−0.1% | Reduced |
| Central Asset Investments & Management Holdings (HK) Ltd | 33,406 | $5.47M | 3.19% | −19,670−37.1% | Reduced |
| SeaCrest Wealth Management, LLC | 33,370 | $5.46M | 0.66% | +929+2.9% | Added |
| Blue Zone Wealth Advisors, LLC | 33,362 | $5.46M | 1.89% | −237−0.7% | Reduced |
| NTV Asset Management LLC | 33,316 | $5.45M | 0.95% | +6,455+24.0% | Added |
| Chicago Trust Co NA | 33,269 | $5.45M | 1.20% | +754+2.3% | Added |
| Forte Capital LLC | 33,196 | $5.43M | 0.74% | +1,331+4.2% | Added |
| Cohen Lawrence B | 33,103 | $5.42M | 2.86% | −2,374−6.7% | Reduced |
| IHT Wealth Management, LLC | 33,045 | $5.41M | 0.44% | −6,021−15.4% | Reduced |
| TFG Advisers LLC | 33,039 | $5.41M | 2.62% | +221+0.7% | Added |
| Kentucky Farm Bureau Mutual Insurance Co | 33,000 | $5.40M | 1.47% | 00.0% | Unchanged |
| Horan Capital Advisors, LLC. | 32,932 | $5.39M | 2.38% | +1,258+4.0% | Added |
| Mitchell McLeod Pugh & Williams Inc | 32,901 | $5.39M | 2.00% | +780+2.4% | Added |
| Sentry Investment Management LLC | 32,774 | $5.37M | 1.56% | +231+0.7% | Added |
| Meridian Management Co | 32,666 | $5.35M | 1.64% | +2,646+8.8% | Added |
| Brandywine Oak Private Wealth LLC | 32,665 | $5.35M | 0.62% | +1,104+3.5% | Added |
| SPC Financial, Inc. | 32,642 | $5.34M | 0.66% | −2,019−5.8% | Reduced |
| Unison Asset Management LLC | 32,627 | $5.34M | 4.75% | −85−0.3% | Reduced |
| Cornerstone Wealth Group, LLC | 32,583 | $5.33M | 0.94% | +1,950+6.4% | Added |
| Sunbelt Securities, Inc. | 35,037 | $5.32M | 0.96% | 00.0% | Unchanged |
| Cna Financial Corp | 32,500 | $5.32M | 1.45% | −2,500−7.1% | Reduced |
| Paradigm Financial Partners, LLC | 31,267 | $5.32M | 1.26% | +537+1.7% | Added |
| GM Advisory Group, Inc. | 32,365 | $5.30M | 0.53% | −1,427−4.2% | Reduced |
| Principal Street Partners, LLC | 32,275 | $5.28M | 1.44% | −105−0.3% | Reduced |
| Exchange Capital Management, Inc. | 32,208 | $5.27M | 1.02% | −7,947−19.8% | Reduced |
| Family Legacy, Inc. | 30,966 | $5.27M | 2.37% | −1,349−4.2% | Reduced |
| Redmond Asset Management, LLC | 32,065 | $5.25M | 1.64% | +17+0.1% | Added |
| Townsend Asset Management Corp | 32,064 | $5.25M | 2.79% | +1,612+5.3% | Added |
| Duff & Phelps Investment Management Co | 32,040 | $5.25M | 0.07% | −775−2.4% | Reduced |
| Monetary Management Group Inc | 32,039 | $5.24M | 1.44% | +8,330+35.1% | Added |
| Triangle Securities Wealth Management | 32,027 | $5.24M | 1.78% | −355−1.1% | Reduced |
| Equitable Trust Co | 32,013 | $5.24M | 0.33% | −40−0.1% | Reduced |
| Delta Capital Management LLC | 32,005 | $5.24M | 3.26% | −20−0.1% | Reduced |
| BBR Partners, LLC | 31,966 | $5.23M | 0.43% | −450−1.4% | Reduced |
| Monarch Capital Management Inc | 31,965 | $5.23M | 1.45% | +2,137+7.2% | Added |
| Lincoln Capital LLC | 31,923 | $5.23M | 1.42% | +31+0.1% | Added |
| Bank Ozk | 31,901 | $5.22M | 2.37% | −368−1.1% | Reduced |
| Citizens & Northern Corp | 31,817 | $5.21M | 2.00% | −1,589−4.8% | Reduced |
| First Interstate Bank | 31,771 | $5.20M | 0.53% | +1,483+4.9% | Added |
| Patten Group, Inc. | 31,709 | $5.19M | 1.53% | +231+0.7% | Added |
| Smithfield Trust Co | 31,683 | $5.19M | 0.34% | +3,210+11.3% | Added |
| Fusion Capital, LLC | 31,631 | $5.18M | 3.07% | +1,497+5.0% | Added |
| Weil Company, Inc. | 31,625 | $5.18M | 2.69% | −796−2.5% | Reduced |
| Mendel Money Management | 31,599 | $5.17M | 3.24% | +727+2.4% | Added |
| Keebeck Wealth Management, LLC | 31,498 | $5.16M | 1.02% | +342+1.1% | Added |
| Rocky Mountain Advisers, LLC | 31,480 | $5.15M | 6.27% | +30.0% | Added |
| SRN Advisors, LLC | 31,460 | $5.15M | 2.39% | −1,527−4.6% | Reduced |
| Journey Advisory Group, LLC | 31,430 | $5.14M | 1.67% | +480+1.6% | Added |
| Hamilton Point Investment Advisors, LLC | 31,368 | $5.13M | 1.36% | +229+0.7% | Added |
| Mountain Pacific Investment Advisers Inc | 31,360 | $5.13M | 0.31% | −1,342−4.1% | Reduced |
| Salem Capital Management Inc | 31,338 | $5.13M | 2.81% | −92−0.3% | Reduced |
| First Nebraska Trust Co | 31,260 | $5.12M | 0.67% | +653+2.1% | Added |
| SeaBridge Investment Advisors LLC | 31,231 | $5.11M | 1.68% | −150−0.5% | Reduced |
| Bell & Brown Wealth Advisors, LLC | 31,177 | $5.10M | 2.75% | +31,177 | New |