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 |
|---|---|---|---|---|---|
| Wasatch Advisors Inc | 31,157 | $5.10M | 0.02% | −41−0.1% | Reduced |
| Country Club Trust Company, n.a. | 30,718 | $5.10M | 0.44% | +241+0.8% | Added |
| CAPROCK Group, Inc. | 31,096 | $5.09M | 0.45% | −2,707−8.0% | Reduced |
| Andesa Financial Management Inc. | 31,083 | $5.09M | 2.77% | −25,844−45.4% | Reduced |
| Aureus Asset Management, LLC | 31,076 | $5.09M | 0.33% | −2,160−6.5% | Reduced |
| High Pines Wealth Management, LLC | 31,053 | $5.08M | 3.49% | +4,184+15.6% | Added |
| Thoroughbred Financial Services, LLC | 31,039 | $5.08M | 1.24% | +887+2.9% | Added |
| Pegasus Asset Management, Inc. | 30,988 | $5.07M | 2.33% | +265+0.9% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 30,961 | $5.07M | 0.42% | −893−2.8% | Reduced |
| Jackson Square Capital, LLC | 30,934 | $5.06M | 1.65% | −501−1.6% | Reduced |
| Brighton Jones LLC | 30,778 | $5.04M | 0.26% | +625+2.1% | Added |
| First Personal Financial Services | 30,741 | $5.03M | 1.25% | +357+1.2% | Added |
| J.W. Cole Advisors, Inc. | 31,533 | $5.03M | 0.36% | −3,351−9.6% | Reduced |
| Horizon Investment Services, LLC | 30,681 | $5.02M | 2.47% | −667−2.1% | Reduced |
| SOL Capital Management CO | 30,662 | $5.02M | 1.00% | −370−1.2% | Reduced |
| Capital Insight Partners, LLC | 30,621 | $5.01M | 1.09% | +542+1.8% | Added |
| Global Wealth Management Investment Advisory, Inc. | 30,598 | $5.01M | 1.59% | +1,706+5.9% | Added |
| Good Life Advisors, LLC | 30,589 | $5.01M | 0.68% | +11,873+63.4% | Added |
| West Branch Capital LLC | 30,574 | $5.00M | 2.41% | −28−0.1% | Reduced |
| Trustcore Financial Services, LLC | 30,494 | $4.99M | 0.49% | +1,199+4.1% | Added |
| Investors Asset Management of Georgia Inc | 30,470 | $4.99M | 2.59% | +558+1.9% | Added |
| Lakeview Capital Partners, LLC | 30,433 | $4.98M | 2.30% | −369−1.2% | Reduced |
| B. Riley Wealth Management, Inc. | 208,235 | $4.98M | 0.38% | +5,431+2.7% | Added |
| Meristem Family Wealth, LLC | 30,262 | $4.95M | 0.48% | +16,169+114.7% | Added |
| Ritholtz Wealth Management | 30,248 | $4.95M | 0.34% | +1,335+4.6% | Added |
| Kavar Capital Partners Group, LLC | 30,242 | $4.95M | 1.13% | +672+2.3% | Added |
| Triasima Portfolio Management inc. | 30,145 | $4.93M | 0.26% | +245+0.8% | Added |
| Hudson Bay Capital Management LP | 30,000 | $4.91M | 0.07% | −25,000−45.5% | Reduced |
| Monetta Financial Services Inc | 30,000 | $4.91M | 3.98% | 00.0% | Unchanged |
| Allen Holding Inc | 30,000 | $4.91M | 0.73% | 00.0% | Unchanged |
| Bleichroeder LP | 30,000 | $4.91M | 0.80% | 00.0% | Unchanged |
| Nicholas Investment Partners, LP | 30,000 | $4.91M | 0.36% | +30,000 | New |
| Old Dominion Capital Management Inc | 29,992 | $4.91M | 1.05% | −33−0.1% | Reduced |
| Coldstream Capital Management Inc | 50,941 | $4.90M | 0.24% | +1,003+2.0% | Added |
| TRUE Private Wealth Advisors | 29,930 | $4.90M | 0.71% | −388−1.3% | Reduced |
| Brookmont Capital Management | 29,877 | $4.89M | 2.88% | +189+0.6% | Added |
| Congress Park Capital LLC | 29,867 | $4.89M | 2.50% | −478−1.6% | Reduced |
| Cornercap Investment Counsel Inc | 29,839 | $4.88M | 0.56% | −735−2.4% | Reduced |
| Strategic Wealth Partners, Ltd. | 29,831 | $4.88M | 1.43% | +5,297+21.6% | Added |
| MTM Investment Management, LLC | 29,764 | $4.87M | 2.65% | −1,608−5.1% | Reduced |
| Sheets Smith Wealth Management | 29,758 | $4.87M | 0.66% | +318+1.1% | Added |
| Trustmark National Bank Trust Department | 29,750 | $4.87M | 0.39% | −377−1.3% | Reduced |
| Amarillo National Bank | 29,742 | $4.87M | 1.01% | +300+1.0% | Added |
| Addison Capital Co | 29,705 | $4.86M | 2.25% | −25−0.1% | Reduced |
| Zuckerman Investment Group, LLC | 29,702 | $4.86M | 0.81% | −303−1.0% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 29,700 | $4.86M | 1.60% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 29,633 | $4.85M | 0.37% | +26,137+747.6% | Added |
| Marcum Wealth, LLC | 29,630 | $4.85M | 0.76% | −4,381−12.9% | Reduced |
| Rosenblum Silverman Sutton S F Inc | 29,629 | $4.85M | 1.11% | −335−1.1% | Reduced |
| Leuthold Group, LLC | 29,613 | $4.85M | 0.59% | +29,613 | New |
| Winning Points Advisors, LLC | 29,640 | $4.84M | 3.65% | +750+2.6% | Added |
| Edgestream Partners, L.P. | 29,502 | $4.83M | 0.30% | −38,336−56.5% | Reduced |
| Essex LLC | 29,427 | $4.82M | 1.34% | +29,427 | New |
| Trustco Bank Corp N Y | 29,345 | $4.80M | 4.48% | −1,088−3.6% | Reduced |
| Reliant Investment Management, LLC | 29,305 | $4.80M | 2.39% | −85−0.3% | Reduced |
| Enterprise Bank & Trust Co | 29,264 | $4.79M | 1.89% | +179+0.6% | Added |
| ARGI Investment Services, LLC | 29,226 | $4.78M | 0.15% | +4,674+19.0% | Added |
| Pegasus Partners Ltd. | 29,145 | $4.77M | 0.87% | −1,288−4.2% | Reduced |
| Violich Capital Management, Inc. | 29,023 | $4.75M | 0.76% | +1,530+5.6% | Added |
| Shelter Mutual Insurance Co | 29,000 | $4.75M | 1.34% | 00.0% | Unchanged |
| Lafayette Investments, Inc. | 28,967 | $4.74M | 1.29% | +243+0.8% | Added |
| Trust Asset Management LLC | 28,942 | $4.74M | 0.65% | +1,199+4.3% | Added |
| Horizon Investments, LLC | 29,076 | $4.73M | 0.15% | −5,837−16.7% | Reduced |
| Comerica Securities,inc. | 28,821 | $4.72M | 0.34% | +1,227+4.4% | Added |
| Morgan Jess S & Co Inc | 28,717 | $4.70M | 3.10% | +1,343+4.9% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 28,467 | $4.69M | 0.14% | +8,000+39.1% | Added |
| Goelzer Investment Management, Inc. | 28,617 | $4.68M | 0.41% | −967−3.3% | Reduced |
| Old Port Advisors | 27,565 | $4.66M | 1.69% | +479+1.8% | Added |
| Baker Tilly Wealth Management, LLC | 28,323 | $4.64M | 0.61% | +890+3.2% | Added |
| Pitcairn Co | 28,318 | $4.63M | 0.32% | −511−1.8% | Reduced |
| JB Capital LLC | 28,281 | $4.63M | 0.60% | +28,281 | New |
| 55I, LLC | 28,193 | $4.62M | 0.14% | +4,810+20.6% | Added |
| Laidlaw Wealth Management LLC | 28,179 | $4.61M | 1.18% | +2,818+11.1% | Added |
| Hudock, Inc. | 28,116 | $4.60M | 1.39% | +172+0.6% | Added |
| Allen Capital Group, LLC | 28,096 | $4.60M | 0.94% | +1,488+5.6% | Added |
| Charles Schwab Trust Co | 28,056 | $4.59M | 0.90% | +606+2.2% | Added |
| NatWest Group plc | 27,950 | $4.58M | 2.46% | +6,980+33.3% | Added |
| Act Two Investors LLC | 27,912 | $4.57M | 1.08% | 00.0% | Unchanged |
| Canal Capital Management, LLC | 27,867 | $4.56M | 1.30% | −655−2.3% | Reduced |
| Tiemann Investment Advisors, LLC | 27,859 | $4.56M | 2.17% | −255−0.9% | Reduced |
| Zurich Insurance Group Ltd | 27,800 | $4.55M | 0.05% | 00.0% | Unchanged |
| Nikulski Financial, Inc. | 27,802 | $4.55M | 2.10% | +531+1.9% | Added |
| Hall Capital Management Co Inc | 27,737 | $4.54M | 2.90% | +384+1.4% | Added |
| Moloney Securities Asset Management, LLC | 27,696 | $4.53M | 0.82% | −4,963−15.2% | Reduced |
| tru Independence LLC | 27,674 | $4.53M | 1.27% | +61+0.2% | Added |
| JT Stratford LLC | 27,544 | $4.51M | 1.38% | +553+2.0% | Added |
| Goodwin Daniel L | 27,552 | $4.51M | 2.09% | 00.0% | Unchanged |
| Bank Hapoalim BM | 27,418 | $4.49M | 0.47% | +18+0.1% | Added |
| Capital Investment Advisory Services, LLC | 27,300 | $4.47M | 0.56% | +2,071+8.2% | Added |
| NEXT Financial Group, Inc | 27,257 | $4.46M | 0.35% | +4,444+19.5% | Added |
| American National Registered Investment Advisor, Inc. | 27,229 | $4.46M | 1.61% | −99−0.4% | Reduced |
| Altfest L J & Co Inc | 27,182 | $4.45M | 0.93% | −1,003−3.6% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 27,136 | $4.44M | 1.04% | +340+1.3% | Added |
| Vaughan Nelson Investment Management, L.P. | 27,135 | $4.44M | 0.05% | +3,465+14.6% | Added |
| United Bank | 27,078 | $4.43M | 2.81% | +573+2.2% | Added |
| Proequities, Inc. | 27,020 | $4.42M | 0.27% | +811+3.1% | Added |
| Mathes Company, Inc. | 26,978 | $4.42M | 1.64% | −1,285−4.5% | Reduced |
| Procyon Private Wealth Partners, LLC | 26,855 | $4.40M | 1.13% | +2,338+9.5% | Added |
| Y-Intercept (Hong Kong) Ltd | 26,853 | $4.40M | 0.80% | +23,230+641.2% | Added |
| Hixon Zuercher, LLC | 26,794 | $4.39M | 2.56% | +1,103+4.3% | Added |