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 |
|---|---|---|---|---|---|
| ProVise Management Group, LLC | 26,766 | $4.38M | 0.43% | +299+1.1% | Added |
| Tokio Marine Asset Management Co Ltd | 26,747 | $4.38M | 0.39% | +3,145+13.3% | Added |
| Carderock Capital Management Inc | 26,735 | $4.38M | 1.23% | +700+2.7% | Added |
| RMR Wealth Builders | 26,696 | $4.37M | 1.28% | +910+3.5% | Added |
| Atlas Brown,Inc. | 26,670 | $4.37M | 1.90% | +247+0.9% | Added |
| Sterling Investment Advisors, Ltd. | 26,636 | $4.36M | 1.30% | −95−0.4% | Reduced |
| Americana Partners, LLC | 26,641 | $4.36M | 1.05% | +9,322+53.8% | Added |
| Johanson Financial Advisors, Inc. | 26,619 | $4.36M | 1.50% | +171+0.6% | Added |
| Van Eck Associates Corp | 26,595 | $4.35M | 0.01% | −9,994−27.3% | Reduced |
| Independence Bank of Kentucky | 26,587 | $4.35M | 1.88% | +74+0.3% | Added |
| NewSquare Capital LLC | 26,583 | $4.35M | 0.51% | +685+2.6% | Added |
| Arlington Financial Advisors, LLC | 26,515 | $4.34M | 1.70% | −115−0.4% | Reduced |
| RFG Advisory, LLC | 26,417 | $4.32M | 0.36% | +1,813+7.4% | Added |
| SkyOak Wealth, LLC | 26,386 | $4.32M | 1.16% | +120.0% | Added |
| Shoker Investment Counsel, Inc. | 26,380 | $4.32M | 2.15% | +16+0.1% | Added |
| Parisi Gray Wealth Management | 25,811 | $4.30M | 1.78% | −67−0.3% | Reduced |
| Capital Asset Advisory Services LLC | 26,290 | $4.30M | 0.48% | −483−1.8% | Reduced |
| NorthRock Partners, LLC | 25,918 | $4.30M | 0.35% | +1,740+7.2% | Added |
| Herold Advisors, Inc. | 26,265 | $4.30M | 1.67% | +26,265 | New |
| Founders Capital Management | 26,252 | $4.30M | 2.95% | +796+3.1% | Added |
| Nicollet Investment Management, Inc. | 26,229 | $4.29M | 1.81% | +321+1.2% | Added |
| Scott & Selber, Inc. | 26,136 | $4.28M | 1.73% | −741−2.8% | Reduced |
| Hengehold Capital Management LLC | 26,110 | $4.27M | 0.56% | +315+1.2% | Added |
| Tiedemann Advisors, LLC | 26,038 | $4.26M | 0.23% | −5,704−18.0% | Reduced |
| Mayflower Financial Advisors, LLC | 25,279 | $4.26M | 0.58% | −906−3.5% | Reduced |
| Atlantic Trust, LLC | 26,026 | $4.26M | 2.70% | +1,480+6.0% | Added |
| Eos Management, L.P. | 26,000 | $4.26M | 2.65% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 26,002 | $4.26M | 0.59% | +2,082+8.7% | Added |
| Signet Investment Advisory Group, Inc. | 25,997 | $4.25M | 2.68% | +1,175+4.7% | Added |
| Tudor Investment Corp Et Al | 25,944 | $4.25M | 0.09% | −32,232−55.4% | Reduced |
| PDS Planning, Inc | 25,924 | $4.24M | 0.98% | +663+2.6% | Added |
| Laffer Tengler Investments | 25,920 | $4.24M | 1.23% | +8,339+47.4% | Added |
| Mount Vernon Associates Inc | 25,907 | $4.24M | 3.89% | +475+1.9% | Added |
| 9258 Wealth Management, LLC | 25,805 | $4.22M | 1.13% | −306−1.2% | Reduced |
| TrimTabs Asset Management, LLC | 25,874 | $4.22M | 2.05% | +2,593+11.1% | Added |
| Canvas Wealth Advisors, LLC | 25,763 | $4.22M | 1.72% | −1,326−4.9% | Reduced |
| Chesapeake Wealth Management | 25,721 | $4.21M | 1.51% | −2,293−8.2% | Reduced |
| Burney Co | 25,695 | $4.21M | 0.20% | +70.0% | Added |
| Marino, Stram & Associates LLC | 25,684 | $4.20M | 1.45% | −9,382−26.8% | Reduced |
| High Note Wealth, LLC | 25,661 | $4.20M | 1.51% | +450+1.8% | Added |
| Ameritas Investment Company, LLC | 25,651 | $4.20M | 0.19% | +12,689+97.9% | Added |
| Allworth Financial LP | 25,617 | $4.19M | 0.07% | +10,959+74.8% | Added |
| Am Investment Strategies LLC | 25,560 | $4.18M | 1.10% | +18+0.1% | Added |
| Eagle Capital Management, LLC | 25,559 | $4.18M | 1.14% | +383+1.5% | Added |
| Sawtooth Solutions, LLC | 25,434 | $4.16M | 0.64% | +6,580+34.9% | Added |
| X-Square Capital, LLC | 25,325 | $4.15M | 2.15% | +1,508+6.3% | Added |
| Capital Planning Advisors, LLC | 25,360 | $4.15M | 0.86% | −117−0.5% | Reduced |
| Orion Portfolio Solutions, LLC | 25,353 | $4.15M | 0.15% | +388+1.6% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 27,231 | $4.15M | 0.26% | +4,100+17.7% | Added |
| Jaffetilchin Investment Partners, LLC | 25,308 | $4.14M | 0.44% | −21,495−45.9% | Reduced |
| Crestline Management, LP | 25,251 | $4.13M | 0.39% | +25,251 | New |
| First Business Financial Services, Inc. | 25,222 | $4.13M | 0.47% | +1,655+7.0% | Added |
| Curbstone Financial Management Corp | 25,156 | $4.12M | 0.78% | +694+2.8% | Added |
| Claro Advisors LLC | 25,157 | $4.12M | 1.73% | +695+2.8% | Added |
| Strategic Wealth Designers | 25,216 | $4.12M | 1.23% | +5,654+28.9% | Added |
| Papp L Roy & Associates | 25,130 | $4.11M | 0.52% | 00.0% | Unchanged |
| J. W. Coons Advisors, LLC | 25,108 | $4.11M | 1.41% | −1,827−6.8% | Reduced |
| Sirios Capital Management L P | 25,017 | $4.09M | 0.43% | −31,751−55.9% | Reduced |
| Creegan & Nassoura Financial Group, LLC | 25,003 | $4.09M | 3.49% | −175−0.7% | Reduced |
| Pekin Hardy Strauss, Inc. | 24,979 | $4.09M | 0.59% | +350+1.4% | Added |
| Glen Eagle Advisors, LLC | 24,958 | $4.09M | 1.18% | +4,385+21.3% | Added |
| Malaga Cove Capital, LLC | 24,951 | $4.08M | 1.70% | −177−0.7% | Reduced |
| Sanders Morris Harris LLC | 24,662 | $4.08M | 0.74% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 24,933 | $4.08M | 0.45% | −3,746−13.1% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 24,930 | $4.08M | 2.05% | +188+0.8% | Added |
| Bessemer Securities LLC | 24,934 | $4.08M | 1.39% | +4,264+20.6% | Added |
| DCM Advisors, LLC | 24,871 | $4.07M | 1.57% | +12,245+97.0% | Added |
| IMA Wealth, Inc. | 24,848 | $4.07M | 0.96% | +736+3.1% | Added |
| Barings LLC | 24,846 | $4.07M | 0.09% | +4,270+20.8% | Added |
| Boston Research & Management Inc | 24,843 | $4.07M | 1.21% | +155+0.6% | Added |
| Csenge Advisory Group | 24,247 | $4.05M | 0.34% | +956+4.1% | Added |
| Zevenbergen Capital Investments LLC | 24,748 | $4.05M | 0.08% | +15+0.1% | Added |
| Fairhaven Wealth Management, LLC | 24,745 | $4.05M | 1.67% | +2,283+10.2% | Added |
| Walled Lake Planning & Wealth Management, LLC | 24,723 | $4.05M | 2.49% | +182+0.7% | Added |
| Sequoia Financial Advisors, LLC | 24,594 | $4.03M | 0.41% | −70,026−74.0% | Reduced |
| Terril Brothers, Inc. | 24,516 | $4.01M | 0.99% | −8,902−26.6% | Reduced |
| Winch Advisory Services, LLC | 24,518 | $4.01M | 1.40% | +391+1.6% | Added |
| Pathstone Family Office, LLC | 24,490 | $4.01M | 0.12% | +905+3.8% | Added |
| Select Asset Management & Trust | 24,460 | $4.00M | 2.89% | +855+3.6% | Added |
| West Oak Capital, LLC | 24,457 | $4.00M | 1.55% | −55−0.2% | Reduced |
| Cary Street Partners Asset Management LLC | 24,327 | $3.98M | 1.41% | −268−1.1% | Reduced |
| WD Rutherford LLC | 24,325 | $3.98M | 2.16% | +1,190+5.1% | Added |
| FourThought Financial, LLC | 24,314 | $3.98M | 0.53% | −2,319−8.7% | Reduced |
| Hudson Value Partners, LLC | 24,243 | $3.97M | 2.18% | −925−3.7% | Reduced |
| Roanoke Asset Management Corp | 24,232 | $3.97M | 1.41% | +206+0.9% | Added |
| BFSG, LLC | 24,200 | $3.96M | 0.60% | +220+0.9% | Added |
| Harbor Advisors LLC | 24,148 | $3.95M | 0.79% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 24,119 | $3.95M | 1.44% | −481−2.0% | Reduced |
| HCR Wealth Advisors | 24,119 | $3.95M | 0.66% | +1,528+6.8% | Added |
| Kovack Advisors, Inc. | 24,098 | $3.94M | 0.43% | +2,116+9.6% | Added |
| Bank of Stockton | 24,063 | $3.94M | 1.21% | +246+1.0% | Added |
| Aspiriant, LLC | 23,997 | $3.93M | 0.23% | −204−0.8% | Reduced |
| Flagship Harbor Advisors, LLC | 25,230 | $3.92M | 0.42% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 23,826 | $3.90M | 2.55% | −415−1.7% | Reduced |
| Sawgrass Asset Management LLC | 23,719 | $3.88M | 0.39% | −6,959−22.7% | Reduced |
| Resonant Capital Advisors, LLC | 23,722 | $3.88M | 0.68% | +3,521+17.4% | Added |
| Manchester Capital Management LLC | 23,679 | $3.88M | 0.53% | +1,942+8.9% | Added |
| S&CO Inc | 23,655 | $3.87M | 0.30% | 00.0% | Unchanged |
| Marietta Investment Partners LLC | 23,631 | $3.87M | 0.89% | +677+2.9% | Added |
| Coastal Bridge Advisors, LLC | 23,603 | $3.86M | 0.89% | +20.0% | Added |