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 |
|---|---|---|---|---|---|
| SWS Partners | 17,732 | $2.90M | 1.80% | +927+5.5% | Added |
| St. Louis Trust Co | 17,710 | $2.90M | 0.76% | −340−1.9% | Reduced |
| GFG Capital, LLC | 17,680 | $2.89M | 0.91% | +567+3.3% | Added |
| SkyView Investment Advisors, LLC | 17,650 | $2.89M | 0.81% | −825−4.5% | Reduced |
| Arbor Trust Wealth Advisors, LLC | 17,636 | $2.89M | 1.80% | +390+2.3% | Added |
| Intercontinental Wealth Advisors, LLC | 17,627 | $2.88M | 0.67% | −1,181−6.3% | Reduced |
| NVWM, LLC | 17,626 | $2.88M | 1.04% | +442+2.6% | Added |
| Landmark Financial Advisors, LLC | 18,910 | $2.88M | 1.55% | −319−1.7% | Reduced |
| Octavia Wealth Advisors, LLC | 17,555 | $2.88M | 0.74% | −757−4.1% | Reduced |
| Key Financial Inc | 17,551 | $2.87M | 1.63% | −39−0.2% | Reduced |
| Front Street Capital Management, Inc. | 17,510 | $2.87M | 0.55% | −1,020−5.5% | Reduced |
| Financial Advocates Investment Management | 17,481 | $2.86M | 0.20% | −642−3.5% | Reduced |
| Ironwood Investment Counsel, LLC | 17,485 | $2.86M | 0.73% | +1,152+7.1% | Added |
| Edgewood Management LLC | 17,464 | $2.86M | 0.00% | −200−1.1% | Reduced |
| Next Capital Management LLC | 17,445 | $2.86M | 2.07% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 17,441 | $2.85M | 1.00% | −871−4.8% | Reduced |
| Falcon Wealth Planning | 17,413 | $2.85M | 1.08% | +979+6.0% | Added |
| Tandem Capital Management Corp | 17,365 | $2.84M | 1.79% | +152+0.9% | Added |
| Hodges Capital Management Inc. | 17,327 | $2.84M | 0.21% | +1,045+6.4% | Added |
| Center for Financial Planning, Inc. | 17,289 | $2.83M | 0.69% | +285+1.7% | Added |
| Chilton Investment Co LLC | 17,219 | $2.82M | 0.07% | +1,468+9.3% | Added |
| Red Cedar Investment Management, LLC | 17,211 | $2.82M | 0.37% | 00.0% | Unchanged |
| CFM Wealth Partners LLC | 17,157 | $2.81M | 0.71% | +379+2.3% | Added |
| Clarity Wealth Advisors, LLC | 17,145 | $2.81M | 1.38% | +1,780+11.6% | Added |
| Bogart Wealth, LLC | 17,143 | $2.81M | 0.29% | +2,857+20.0% | Added |
| Emfo, LLC | 17,120 | $2.80M | 2.47% | −300−1.7% | Reduced |
| Benedict Financial Advisors Inc | 17,099 | $2.80M | 0.78% | +494+3.0% | Added |
| DeDora Capital, Inc. | 16,984 | $2.78M | 1.21% | +550+3.3% | Added |
| George Kaiser Family Foundation | 16,957 | $2.78M | 0.46% | −3,631−17.6% | Reduced |
| StrategIQ Financial Group, LLC | 16,960 | $2.78M | 0.55% | −58−0.3% | Reduced |
| Aries Wealth Management | 16,956 | $2.78M | 1.17% | +248+1.5% | Added |
| Seascape Capital Management | 16,957 | $2.78M | 1.42% | +1,198+7.6% | Added |
| Zions Bancorporation, N.A. | 16,853 | $2.76M | 0.28% | +860+5.4% | Added |
| Berman Capital Advisors, LLC | 16,833 | $2.75M | 0.43% | +2,875+20.6% | Added |
| GYL Financial Synergies, LLC | 16,792 | $2.75M | 1.40% | −1,186−6.6% | Reduced |
| Optimum Investment Advisors | 16,772 | $2.75M | 1.16% | −6,771−28.8% | Reduced |
| Twin Lakes Capital Management, LLC | 16,763 | $2.74M | 1.61% | +1,160+7.4% | Added |
| Knott David M | 16,740 | $2.74M | 1.14% | −1,430−7.9% | Reduced |
| Intrua Financial, LLC | 16,322 | $2.74M | 0.50% | +1,998+13.9% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 16,690 | $2.73M | 0.15% | +399+2.4% | Added |
| WealthTrust Asset Management, LLC | 16,672 | $2.73M | 2.43% | +7,354+78.9% | Added |
| Guardian Investment Management | 16,659 | $2.73M | 2.01% | +75+0.5% | Added |
| Continental Advisors LLC | 16,635 | $2.72M | 1.97% | −1,600−8.8% | Reduced |
| 180 Wealth Advisors, LLC | 16,247 | $2.71M | 0.60% | +149+0.9% | Added |
| Inscription Capital, LLC | 16,516 | $2.70M | 0.85% | −317,619−95.1% | Reduced |
| Quattro Financial Advisors LLC | 15,953 | $2.70M | 0.72% | −473−2.9% | Reduced |
| Krilogy Financial LLC | 16,479 | $2.70M | 0.27% | +144+0.9% | Added |
| Institute for Wealth Management, LLC. | 16,471 | $2.70M | 0.48% | +469+2.9% | Added |
| Washington Capital Management Inc | 16,450 | $2.69M | 2.38% | +4,075+32.9% | Added |
| Premier Asset Management LLC | 16,447 | $2.69M | 0.37% | +4,340+35.8% | Added |
| Trinity Legacy Partners, LLC | 16,433 | $2.69M | 0.97% | +817+5.2% | Added |
| Field & Main Bank | 16,316 | $2.67M | 1.76% | −905−5.3% | Reduced |
| Financial Architects, Inc | 16,308 | $2.67M | 0.39% | −1,131−6.5% | Reduced |
| Aberdeen Wealth Management LLC | 16,304 | $2.67M | 2.58% | −185−1.1% | Reduced |
| Markston International LLC | 16,162 | $2.65M | 2.48% | −11,900−42.4% | Reduced |
| Moseley Investment Management Inc | 15,813 | $2.64M | 1.32% | +163+1.0% | Added |
| RKL Wealth Management LLC | 16,141 | $2.64M | 0.34% | −23−0.1% | Reduced |
| Engine No. 1 LLC | 16,101 | $2.64M | 0.68% | +6,427+66.4% | Added |
| Greytown Advisors Inc. | 16,098 | $2.63M | 1.17% | +7,280+82.6% | Added |
| Sterling Investment Management, Inc. | 16,077 | $2.63M | 1.68% | −10−0.1% | Reduced |
| Ethic Inc. | 16,062 | $2.63M | 0.27% | +899+5.9% | Added |
| EPG Wealth Management LLC | 16,042 | $2.63M | 1.05% | +740+4.8% | Added |
| Davidson Trust Co | 16,037 | $2.63M | 2.00% | −81−0.5% | Reduced |
| Orleans Capital Management Corp | 16,024 | $2.62M | 1.67% | −25−0.2% | Reduced |
| Argus Investors' Counsel, Inc. | 16,005 | $2.62M | 1.71% | −11,247−41.3% | Reduced |
| Blue Edge Capital, LLC | 16,002 | $2.62M | 0.55% | 00.0% | Unchanged |
| Covenant Asset Management, LLC | 15,980 | $2.62M | 0.78% | −20.0% | Reduced |
| Fulcrum Asset Management LLP | – | $2.62M | 1.29% | – | – |
| 44 Wealth Management LLC | 15,973 | $2.62M | 1.00% | −38−0.2% | Reduced |
| WBH Advisory Inc | 15,958 | $2.61M | 0.35% | +27+0.2% | Added |
| Bull Street Advisors, LLC | 15,953 | $2.61M | 1.35% | +218+1.4% | Added |
| Sandhill Capital Partners LLC | 15,940 | $2.61M | 0.21% | +186+1.2% | Added |
| Ritter Daniher Financial Advisory, LLC | 15,897 | $2.60M | 1.90% | −96−0.6% | Reduced |
| BCGM Wealth Management, LLC | 15,301 | $2.60M | 1.45% | +1,098+7.7% | Added |
| Gilder Gagnon Howe & Co LLC | 15,870 | $2.60M | 0.01% | −40.0% | Reduced |
| Birmingham Capital Management Co Inc | 15,845 | $2.59M | 0.99% | −80−0.5% | Reduced |
| Oak Asset Management, LLC | 15,536 | $2.59M | 1.08% | −150−1.0% | Reduced |
| Gsa Capital Partners LLP | 15,807 | $2.59M | 0.26% | +15,807 | New |
| Ironwood Financial, llc | 15,793 | $2.58M | 0.76% | +1,593+11.2% | Added |
| Cedar Brook Financial Partners, LLC | 15,785 | $2.58M | 0.78% | +460+3.0% | Added |
| Karpas Strategies, LLC | 15,157 | $2.58M | 0.85% | +36+0.2% | Added |
| Providence Wealth Advisors, LLC | 15,552 | $2.58M | 1.79% | −328−2.1% | Reduced |
| Tranquility Partners, LLC | 15,726 | $2.57M | 1.31% | +2,495+18.9% | Added |
| Game Plan Financial Advisors, LLC | 15,719 | $2.57M | 1.53% | 00.0% | Unchanged |
| Delta Asset Management LLC | 15,701 | $2.57M | 0.25% | −893−5.4% | Reduced |
| TCI Wealth Advisors, Inc. | 15,686 | $2.57M | 0.40% | −1,323−7.8% | Reduced |
| Connolly Sarah T. | 15,663 | $2.56M | 2.11% | −208−1.3% | Reduced |
| Coastal Investment Advisors, Inc. | 15,655 | $2.56M | 0.60% | −40−0.3% | Reduced |
| Boit C F David | 15,329 | $2.56M | 1.76% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 15,648 | $2.56M | 0.14% | −3,122−16.6% | Reduced |
| KCS Wealth Advisory | 15,624 | $2.56M | 1.21% | −430−2.7% | Reduced |
| Summit Financial Group Inc | 15,589 | $2.55M | 0.92% | +3,267+26.5% | Added |
| StoneX Group Inc. | 15,579 | $2.55M | 0.37% | −877−5.3% | Reduced |
| Cambria Investment Management, L.P. | 15,520 | $2.54M | 0.47% | −640−4.0% | Reduced |
| First City Capital Management, Inc. | 15,518 | $2.54M | 1.43% | +86+0.6% | Added |
| Selective Wealth Management, Inc. | 15,483 | $2.53M | 1.34% | −7,880−33.7% | Reduced |
| Riverview Trust Co | 15,410 | $2.52M | 2.67% | 00.0% | Unchanged |
| Matrix Private Capital Group LLC | 15,407 | $2.52M | 1.33% | +183+1.2% | Added |
| Pinnacle Wealth Management Group, Inc. | 15,397 | $2.52M | 1.89% | +182+1.2% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 15,331 | $2.51M | 0.92% | +523+3.5% | Added |