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 |
|---|---|---|---|---|---|
| UBP Investment Advisors SA | 20,364 | $3.33M | 1.29% | +499+2.5% | Added |
| Hudson Capital Management LLC | 20,330 | $3.33M | 1.33% | −212−1.0% | Reduced |
| Outfitter Financial LLC | 20,318 | $3.33M | 2.62% | −152−0.7% | Reduced |
| First PREMIER Bank | 20,317 | $3.33M | 0.94% | +16+0.1% | Added |
| International Assets Investment Management, LLC | 58,086 | $3.32M | 0.59% | −21,230−26.8% | Reduced |
| Minot Wealth Management LLC | 20,267 | $3.32M | 0.72% | +1,951+10.7% | Added |
| Vident Investment Advisory, LLC | 20,257 | $3.32M | 0.10% | +7,920+64.2% | Added |
| Cohen Investment Advisors LLC | 20,217 | $3.31M | 2.54% | −336−1.6% | Reduced |
| Abacus Planning Group, Inc. | 20,220 | $3.31M | 1.05% | +99+0.5% | Added |
| Aull & Monroe Investment Management Corp | 20,218 | $3.31M | 1.63% | −36−0.2% | Reduced |
| Terra Nova Asset Management LLC | 20,191 | $3.31M | 2.65% | +895+4.6% | Added |
| Asio Capital, LLC | 20,150 | $3.30M | 1.14% | +4,907+32.2% | Added |
| Phoenix Wealth Advisors | 20,126 | $3.29M | 2.46% | +91+0.5% | Added |
| Cary Street Partner Investment Advisory LLC | 20,110 | $3.29M | 1.08% | +943+4.9% | Added |
| IFG Advisory, LLC | 20,103 | $3.29M | 0.36% | +288+1.5% | Added |
| Secure Asset Management, LLC | 20,043 | $3.28M | 1.62% | +1,806+9.9% | Added |
| Credit Capital Investments LLC | 20,000 | $3.27M | 3.55% | −8,000−28.6% | Reduced |
| Argent Advisors, Inc. | 19,997 | $3.27M | 1.88% | +408+2.1% | Added |
| YHB Investment Advisors, Inc. | 19,917 | $3.26M | 0.28% | +931+4.9% | Added |
| Wambolt & Associates, LLC | 19,507 | $3.26M | 1.31% | +1,044+5.7% | Added |
| Quadrant Private Wealth Management, LLC | 19,902 | $3.26M | 1.35% | +257+1.3% | Added |
| Cornerstone Advisory, LLC | 19,882 | $3.25M | 0.54% | +3,227+19.4% | Added |
| Sargent Investment Group, LLC | 19,863 | $3.25M | 0.79% | +611+3.2% | Added |
| Alaethes Wealth LLC | 19,856 | $3.25M | 2.36% | +1,357+7.3% | Added |
| LS Investment Advisors, LLC | 19,849 | $3.25M | 0.42% | +16+0.1% | Added |
| WMS Partners, LLC | 19,833 | $3.25M | 0.48% | −668−3.3% | Reduced |
| Doliver Advisors, LP | 19,788 | $3.24M | 1.09% | +2,390+13.7% | Added |
| Summit Financial, LLC | 19,777 | $3.24M | 0.28% | +7,369+59.4% | Added |
| Eclectic Associates Inc | 19,774 | $3.24M | 2.36% | +52+0.3% | Added |
| Balentine LLC | 19,705 | $3.23M | 0.13% | +11,461+139.0% | Added |
| Kistler-Tiffany Companies, LLC | 19,678 | $3.22M | 0.73% | −400−2.0% | Reduced |
| Peachtree Investment Partners, LLC | 19,677 | $3.22M | 1.58% | +1,112+6.0% | Added |
| Robertson Stephens Wealth Management, LLC | 19,671 | $3.22M | 0.37% | −731−3.6% | Reduced |
| Harvey Investment Co LLC | 19,663 | $3.22M | 0.42% | −200−1.0% | Reduced |
| Dumont & Blake Investment Advisors LLC | 19,652 | $3.22M | 0.92% | −150−0.8% | Reduced |
| Strategic Blueprint, LLC | 19,623 | $3.21M | 0.50% | +2,346+13.6% | Added |
| Sage Mountain Advisors LLC | 19,580 | $3.21M | 0.47% | +1,223+6.7% | Added |
| Peoples Financial Services Corp. | 19,552 | $3.20M | 1.35% | +110+0.6% | Added |
| Jefferies Group LLC | 19,546 | $3.20M | 0.08% | −14,179−42.0% | Reduced |
| Laurel Wealth Advisors, Inc. | 19,529 | $3.20M | 0.59% | −1,605−7.6% | Reduced |
| Gries Financial LLC | 19,517 | $3.19M | 1.00% | −10,481−34.9% | Reduced |
| Signature Wealth Management Partners, LLC | 19,506 | $3.19M | 2.89% | +203+1.1% | Added |
| WP Advisors, LLC | 19,437 | $3.18M | 1.30% | −249−1.3% | Reduced |
| Beaumont Financial Partners, LLC | 19,401 | $3.18M | 0.25% | −136−0.7% | Reduced |
| WESPAC Advisors, LLC | 19,402 | $3.18M | 1.96% | +11,894+158.4% | Added |
| Coastline Trust Co | 19,321 | $3.16M | 0.39% | −40−0.2% | Reduced |
| Hollencrest Capital Management | 19,307 | $3.16M | 0.28% | +3,033+18.6% | Added |
| Sabadell Asset Management, S.A S.G.I.I.C | 19,288 | $3.16M | 0.54% | +341+1.8% | Added |
| Brooks, Moore & Associates, Inc. | 19,288 | $3.16M | 2.07% | −300−1.5% | Reduced |
| Valley National Advisers Inc | 19,261 | $3.15M | 0.57% | +663+3.6% | Added |
| Golden State Equity Partners | 19,230 | $3.15M | 1.31% | +1,104+6.1% | Added |
| Atlas Private Wealth Management | 19,214 | $3.15M | 1.92% | +389+2.1% | Added |
| Arete Wealth Advisors, LLC | 19,170 | $3.14M | 0.35% | +779+4.2% | Added |
| HAP Trading, LLC | 19,167 | $3.14M | 0.23% | −15,200−44.2% | Reduced |
| Archer Investment Corp | 19,153 | $3.14M | 1.17% | −1,061−5.2% | Reduced |
| O'Dell Group, LLC | 19,097 | $3.13M | 0.99% | −129−0.7% | Reduced |
| Hanson & Doremus Investment Management | 19,007 | $3.11M | 0.72% | −276−1.4% | Reduced |
| Soltis Investment Advisors LLC | 18,974 | $3.11M | 0.48% | +809+4.5% | Added |
| Condor Capital Management | 18,955 | $3.10M | 0.33% | +105+0.6% | Added |
| Miller Investment Management, LP | 18,935 | $3.10M | 0.53% | 00.0% | Unchanged |
| Quest Capital Management Inc | 18,922 | $3.10M | 0.61% | +77+0.4% | Added |
| Dillon & Associates Inc | 18,813 | $3.08M | 0.59% | +31+0.2% | Added |
| Stableford Capital II LLC | 18,818 | $3.08M | 1.56% | −414−2.2% | Reduced |
| Fragasso Group Inc. | 18,781 | $3.07M | 0.41% | −12,904−40.7% | Reduced |
| Holderness Investments Co | 18,761 | $3.07M | 1.01% | +537+2.9% | Added |
| RB Capital Management, LLC | 18,715 | $3.06M | 1.15% | +292+1.6% | Added |
| Aldebaran Financial Inc. | 18,695 | $3.06M | 2.63% | +663+3.7% | Added |
| Fuller & Thaler Asset Management, Inc. | 18,651 | $3.05M | 0.02% | −1,300−6.5% | Reduced |
| Seeyond | 18,651 | $3.05M | 0.29% | +2,771+17.4% | Added |
| Exane Derivatives | 18,601 | $3.04M | 0.76% | +1,516+8.9% | Added |
| Mission Wealth Management, LP | 18,494 | $3.03M | 0.16% | −513−2.7% | Reduced |
| Home Federal Bank of Tennessee | 18,402 | $3.01M | 1.09% | −135−0.7% | Reduced |
| Certified Advisory Corp | 18,326 | $3.00M | 0.73% | −97−0.5% | Reduced |
| Ashton Thomas Private Wealth, LLC | 18,309 | $3.00M | 0.43% | +2,905+18.9% | Added |
| Graybill Bartz & Assoc Ltd | 18,311 | $3.00M | 1.48% | −444−2.4% | Reduced |
| Deseret Mutual Benefit Administrators | 18,267 | $2.99M | 0.55% | −6,069−24.9% | Reduced |
| Boltwood Capital Management | 18,268 | $2.99M | 1.21% | −20.0% | Reduced |
| Valley Brook Capital Group | 18,249 | $2.99M | 2.96% | −325−1.7% | Reduced |
| Acropolis Investment Management, LLC | 18,327 | $2.98M | 0.36% | +316+1.8% | Added |
| Keystone Financial Group | 18,131 | $2.97M | 0.54% | −803−4.2% | Reduced |
| Redwood Investment Management, LLC | 18,107 | $2.96M | 0.42% | +9,217+103.7% | Added |
| Eads & Heald Wealth Management | 18,082 | $2.96M | 1.43% | +280+1.6% | Added |
| Spreng Capital Management, Inc. | 17,665 | $2.95M | 1.89% | 00.0% | Unchanged |
| Cito Capital Group, LLC | 18,019 | $2.95M | 1.38% | −2,494−12.2% | Reduced |
| Burleson & Company, LLC | 18,014 | $2.95M | 0.45% | +16+0.1% | Added |
| Everett Harris & Co | 17,989 | $2.94M | 0.05% | +1,350+8.1% | Added |
| A. D. Beadell Investment Counsel, Inc. | 17,955 | $2.94M | 1.91% | −45−0.3% | Reduced |
| Moser Wealth Advisors, LLC | 17,923 | $2.93M | 1.88% | +100+0.6% | Added |
| Financial Planning & Information Services, Inc. | 17,894 | $2.93M | 0.80% | +213+1.2% | Added |
| Magnolia Capital Advisors LLC | 17,891 | $2.93M | 1.02% | +2,361+15.2% | Added |
| HGI Capital Management, LLC | 17,865 | $2.92M | 1.18% | −2,459−12.1% | Reduced |
| Smith, Moore & Co. | 17,856 | $2.92M | 0.45% | −649−3.5% | Reduced |
| JBJ Investment Partners, LLC | 17,838 | $2.92M | 0.61% | 00.0% | Unchanged |
| Raab & Moskowitz Asset Management LLC | 17,824 | $2.92M | 1.05% | +285+1.6% | Added |
| Voloridge Investment Management, LLC | 17,825 | $2.92M | 0.02% | +15,110+556.5% | Added |
| Vivaldi Capital Management, LLC | 17,807 | $2.92M | 0.63% | −889−4.8% | Reduced |
| Investment Advisory Services Inc | 17,809 | $2.92M | 1.78% | +171+1.0% | Added |
| Martin & Co Inc | 17,784 | $2.91M | 0.69% | +1,423+8.7% | Added |
| Connecticut Wealth Management, LLC | 17,763 | $2.91M | 0.25% | −381−2.1% | Reduced |
| Strategic Capital Advisers, Inc. | 17,757 | $2.91M | 2.26% | +1,689+10.5% | Added |