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 |
|---|---|---|---|---|---|
| Nwam LLC | 23,600 | $3.86M | 0.35% | −850−3.5% | Reduced |
| Evermay Wealth Management LLC | 23,585 | $3.86M | 0.75% | −1,036−4.2% | Reduced |
| Nichols & Pratt Advisers LLP | 23,093 | $3.86M | 0.29% | 00.0% | Unchanged |
| Peddock Capital Advisors, LLC | 23,546 | $3.85M | 1.37% | +108+0.5% | Added |
| Platform Technology Partners | 23,510 | $3.85M | 1.75% | −4,495−16.1% | Reduced |
| Lee Danner & Bass Inc | 23,490 | $3.85M | 0.35% | −910−3.7% | Reduced |
| FLC Capital Advisors | 23,473 | $3.84M | 1.13% | 00.0% | Unchanged |
| Liberty Capital Management, Inc. | 23,472 | $3.84M | 1.13% | +606+2.7% | Added |
| Anchor Investment Management, LLC | 23,469 | $3.84M | 0.53% | +917+4.1% | Added |
| MV Capital Management, Inc. | 23,463 | $3.84M | 0.64% | +4,100+21.2% | Added |
| Roberts Wealth Advisors, LLC | 23,464 | $3.84M | 1.52% | +23,464 | New |
| Indiana Trust & Investment Management CO | 23,455 | $3.84M | 1.93% | −1,654−6.6% | Reduced |
| Grove Bank & Trust | 23,425 | $3.83M | 0.81% | +1,071+4.8% | Added |
| RDA Financial Network | 23,392 | $3.83M | 1.69% | −400−1.7% | Reduced |
| Gradient Capital Advisors, LLC | 23,334 | $3.82M | 1.75% | +781+3.5% | Added |
| Aspen Investment Management Inc | 23,248 | $3.81M | 2.01% | +625+2.8% | Added |
| First Commonwealth Financial Corp | 23,239 | $3.80M | 1.37% | −458−1.9% | Reduced |
| TCG Advisory Services, LLC | 23,204 | $3.80M | 1.00% | +101+0.4% | Added |
| SOA Wealth Advisors, LLC. | 23,197 | $3.80M | 0.97% | +39+0.2% | Added |
| Spirit of America Management Corp | 23,142 | $3.79M | 0.82% | 00.0% | Unchanged |
| GSB Wealth Management, LLC | 23,137 | $3.79M | 1.95% | −4,459−16.2% | Reduced |
| Hayek Kallen Investment Management | 23,136 | $3.79M | 1.73% | −200−0.9% | Reduced |
| Arkadios Wealth Advisors | 23,134 | $3.79M | 0.55% | −5,838−20.2% | Reduced |
| Balasa Dinverno & Foltz LLC | 23,132 | $3.79M | 0.26% | +1,046+4.7% | Added |
| Avidian Wealth Solutions, LLC | 23,089 | $3.78M | 0.29% | +1,856+8.7% | Added |
| SlateStone Wealth, LLC | 23,054 | $3.77M | 0.86% | −288−1.2% | Reduced |
| Union Heritage Capital, LLC | 23,000 | $3.77M | 1.77% | 00.0% | Unchanged |
| Butensky & Cohen Financial Security, Inc | 22,988 | $3.76M | 1.50% | +21+0.1% | Added |
| Newman Dignan & Sheerar, Inc. | 22,974 | $3.76M | 1.26% | +72+0.3% | Added |
| Wealthcare Advisory Partners LLC | 22,952 | $3.76M | 0.25% | +955+4.3% | Added |
| Rehmann Capital Advisory Group | 23,049 | $3.75M | 0.36% | +278+1.2% | Added |
| Norway Savings Bank | 22,886 | $3.75M | 1.76% | +267+1.2% | Added |
| Magnus Financial Group LLC | 22,891 | $3.75M | 0.79% | +618+2.8% | Added |
| Independent Financial Group, LLC | 22,707 | $3.72M | 0.38% | −204−0.9% | Reduced |
| Investment Research & Advisory Group, Inc. | 22,567 | $3.71M | 2.48% | +128+0.6% | Added |
| Platte River Wealth Advisors, LLC | 22,670 | $3.71M | 1.37% | +14,867+190.5% | Added |
| Harbor Advisory Corp | 22,648 | $3.71M | 1.61% | +85+0.4% | Added |
| Piscataqua Savings Bank | 22,621 | $3.70M | 3.20% | +20+0.1% | Added |
| Sutton Wealth Advisors Inc. | 22,573 | $3.70M | 1.36% | +317+1.4% | Added |
| Blue Fin Capital, Inc. | 22,538 | $3.69M | 1.13% | −87−0.4% | Reduced |
| Pinnacle Bancorp, Inc. | 22,538 | $3.69M | 1.48% | +11,189+98.6% | Added |
| Valmark Advisers, Inc. | 22,489 | $3.68M | 0.07% | +48+0.2% | Added |
| Wunderlich Capital Managemnt | 22,486 | $3.68M | 1.77% | +620+2.8% | Added |
| McKinley Carter Wealth Services, Inc. | 22,455 | $3.68M | 0.30% | +950+4.4% | Added |
| Heritage Way Advisors, LLC | 22,434 | $3.67M | 1.53% | −39−0.2% | Reduced |
| Canton Hathaway, LLC | 22,390 | $3.67M | 1.05% | +685+3.2% | Added |
| Claraphi Advisory Network, LLC | 22,323 | $3.65M | 1.29% | −70.0% | Reduced |
| Pavion Blue Capital, LLC | 22,287 | $3.65M | 2.27% | −155−0.7% | Reduced |
| Beaton Management Co. Inc. | 22,278 | $3.65M | 2.41% | −60.0% | Reduced |
| Compton Wealth Advisory Group, LLC | 22,267 | $3.65M | 1.71% | −350−1.5% | Reduced |
| Wealthsource Partners, LLC | 22,192 | $3.63M | 0.32% | +1,927+9.5% | Added |
| Proquility Private Wealth Partners, LLC | 22,109 | $3.62M | 1.37% | +581+2.7% | Added |
| AllGen Financial Advisors, Inc. | 22,084 | $3.61M | 2.95% | +4,404+24.9% | Added |
| First United Bank Trust | 22,060 | $3.61M | 1.47% | +82+0.4% | Added |
| Merit Financial Group, LLC | 21,972 | $3.60M | 0.38% | +981+4.7% | Added |
| Cascadia Advisory Services, LLC | 21,927 | $3.59M | 0.73% | +156+0.7% | Added |
| Leisure Capital Management | 21,915 | $3.59M | 1.93% | +1,314+6.4% | Added |
| Adirondack Trust Co | 21,104 | $3.59M | 1.71% | −176−0.8% | Reduced |
| Evoke Wealth, LLC | 21,879 | $3.58M | 0.13% | +2,113+10.7% | Added |
| Nicolet Bankshares Inc | 21,795 | $3.57M | 0.92% | +1,271+6.2% | Added |
| Founders Financial Alliance, LLC | 21,792 | $3.57M | 1.67% | +596+2.8% | Added |
| Armor Investment Advisors, LLC | 21,729 | $3.56M | 2.23% | −554−2.5% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 21,730 | $3.56M | 2.59% | −25−0.1% | Reduced |
| Boston Financial Mangement LLC | 21,723 | $3.56M | 0.14% | +2,697+14.2% | Added |
| Almanack Investment Partners, LLC. | 21,703 | $3.55M | 0.31% | +975+4.7% | Added |
| Poehling Capital Management, LLC | 21,684 | $3.55M | 1.20% | −709−3.2% | Reduced |
| Columbia Trust Co 01012016 | 21,622 | $3.54M | 1.87% | +691+3.3% | Added |
| Farr Miller & Washington LLC | 21,592 | $3.53M | 0.23% | 00.0% | Unchanged |
| Modus Advisors, LLC | 21,527 | $3.52M | 1.52% | +97+0.5% | Added |
| Affinity Wealth Management LLC | 21,251 | $3.52M | 0.72% | −571−2.6% | Reduced |
| Court Place Advisors, LLC | 21,486 | $3.52M | 1.04% | −200−0.9% | Reduced |
| Cordatus Wealth Management LLC | 21,468 | $3.51M | 2.70% | +21,468 | New |
| VeraBank, N.A. | 21,443 | $3.51M | 1.99% | +770+3.7% | Added |
| Cobblestone Capital Advisors LLC | 21,337 | $3.49M | 0.24% | −1,450−6.4% | Reduced |
| New Potomac Partners, LLC | 21,300 | $3.49M | 2.41% | −150−0.7% | Reduced |
| Essex Savings Bank | 21,765 | $3.48M | 1.27% | +354+1.7% | Added |
| Investment Partners, Ltd. | 21,241 | $3.48M | 1.58% | −72−0.3% | Reduced |
| Brightworth | 21,245 | $3.48M | 0.32% | +1,754+9.0% | Added |
| Lederer & Associates Investment Counsel | 21,170 | $3.46M | 2.24% | +227+1.1% | Added |
| Little House Capital LLC | 21,114 | $3.46M | 2.03% | −4,851−18.7% | Reduced |
| Great Diamond Partners, LLC | 21,083 | $3.45M | 0.95% | +1,363+6.9% | Added |
| Northstar Asset Management LLC | 21,058 | $3.45M | 0.90% | +250+1.2% | Added |
| WC Walker & Associates, Inc. | 21,032 | $3.44M | 1.84% | +364+1.8% | Added |
| Convergence Investment Partners, LLC | 20,920 | $3.42M | 1.84% | −6,331−23.2% | Reduced |
| Oarsman Capital, Inc. | 20,901 | $3.42M | 1.38% | −928−4.3% | Reduced |
| Advisors Management Group Inc | 20,854 | $3.41M | 1.06% | +142+0.7% | Added |
| Ashfield Capital Partners, LLC | 20,828 | $3.41M | 0.24% | 00.0% | Unchanged |
| CNB Bank | 20,806 | $3.41M | 2.05% | +1,322+6.8% | Added |
| Intellectus Partners, LLC | 20,781 | $3.40M | 0.82% | +37+0.2% | Added |
| McMillion Capital Management Inc | 20,745 | $3.40M | 2.00% | −1,994−8.8% | Reduced |
| Integrated Investment Consultants, LLC | 20,703 | $3.39M | 0.99% | +220+1.1% | Added |
| Studio Investment Management LLC | 20,648 | $3.38M | 1.45% | +20,648 | New |
| Vantis Investment Advisers L.P. | 20,600 | $3.37M | 3.53% | −39,100−65.5% | Reduced |
| Sawyer & Company, Inc | 20,589 | $3.37M | 1.59% | −150−0.7% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 20,572 | $3.37M | 1.10% | +14+0.1% | Added |
| Clear Creek Financial Management, LLC | 20,567 | $3.37M | 0.54% | +972+5.0% | Added |
| Fiera Capital Corp | 20,561 | $3.37M | 0.01% | −4,907−19.3% | Reduced |
| Pacifica Partners Inc. | 20,630 | $3.36M | 2.45% | −54−0.3% | Reduced |
| OPSEU Pension Plan Trust Fund | 20,219 | $3.34M | 0.84% | −307−1.5% | Reduced |
| Elgethun Capital Management | 20,370 | $3.34M | 1.15% | −64−0.3% | Reduced |