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 |
|---|---|---|---|---|---|
| Warther Private Wealth, LLC | 15,010 | $2.51M | 2.24% | +698+4.9% | Added |
| Qtron Investments LLC | 15,304 | $2.50M | 0.67% | 00.0% | Unchanged |
| Alaska Permanent Fund Corp | 15,300 | $2.50M | 0.05% | 00.0% | Unchanged |
| Alta Capital Management LLC | 15,261 | $2.50M | 0.14% | −13,879−47.6% | Reduced |
| Fortem Financial Group, LLC | 15,247 | $2.50M | 1.26% | +14+0.1% | Added |
| True North Advisors, LLC | 15,248 | $2.50M | 0.49% | +1,539+11.2% | Added |
| Cornerstone Wealth Management, LLC | 15,107 | $2.47M | 0.26% | +262+1.8% | Added |
| Wealth Alliance | 15,080 | $2.47M | 0.55% | −596−3.8% | Reduced |
| London & Capital Asset Management Ltd | 15,079 | $2.47M | 0.18% | +1,251+9.0% | Added |
| Pantheon Investment Group, LLC | 15,102 | $2.47M | 2.12% | +29+0.2% | Added |
| Notis-McConarty Edward | 15,054 | $2.46M | 0.90% | −504−3.2% | Reduced |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 15,000 | $2.46M | 1.04% | −5,000−25.0% | Reduced |
| Ayalon Holdings Ltd. | 14,678 | $2.45M | 0.88% | −1,753−10.7% | Reduced |
| Brendel Financial Advisors LLC | 14,987 | $2.45M | 2.93% | +70.0% | Added |
| Weik Capital Management | 14,960 | $2.45M | 1.01% | −1,650−9.9% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 14,893 | $2.44M | 0.54% | +394+2.7% | Added |
| Sugarloaf Wealth Management, LLC | 14,835 | $2.43M | 0.64% | +310+2.1% | Added |
| Gleason Group, Inc. | 14,823 | $2.43M | 0.88% | +286+2.0% | Added |
| Bulltick Wealth Management, LLC | 14,812 | $2.42M | 0.56% | −1,501−9.2% | Reduced |
| O'Shares Investment Advisers, LLC | 14,802 | $2.42M | 0.18% | −17,955−54.8% | Reduced |
| Parkside Financial Bank & Trust | 14,775 | $2.42M | 0.71% | +244+1.7% | Added |
| LifeSteps Financial, Inc. | 14,736 | $2.41M | 1.85% | +83+0.6% | Added |
| GFS Advisors, LLC | 14,726 | $2.41M | 0.52% | −257−1.7% | Reduced |
| WT Wealth Management | 14,698 | $2.41M | 0.93% | +2,015+15.9% | Added |
| Neumann Capital Management, LLC | 14,685 | $2.40M | 1.08% | −400−2.7% | Reduced |
| IPG Investment Advisors LLC | 14,622 | $2.39M | 0.76% | −3,434−19.0% | Reduced |
| Summit Trail Advisors, LLC | 14,600 | $2.39M | 0.18% | +1,006+7.4% | Added |
| Hendley & Co Inc | 14,571 | $2.38M | 0.83% | −31,044−68.1% | Reduced |
| DFPG Investments, LLC | 14,499 | $2.37M | 0.90% | −158−1.1% | Reduced |
| Gs Investments, Inc. | 14,378 | $2.35M | 1.23% | +13+0.1% | Added |
| Access Financial Services, Inc. | 14,365 | $2.35M | 1.06% | +1,518+11.8% | Added |
| Phillips Financial Management, LLC | 14,330 | $2.35M | 0.24% | +11+0.1% | Added |
| Midwest Wealth Management Inc. | 14,335 | $2.35M | 1.61% | +619+4.5% | Added |
| Cassia Capital Partners, LLC | 14,335 | $2.35M | 1.61% | +12,886+889.3% | Added |
| Peoples Bank | 14,324 | $2.35M | 1.25% | −193−1.3% | Reduced |
| Mattern Wealth Management LLC | 14,317 | $2.34M | 0.79% | −276−1.9% | Reduced |
| White Pine Capital LLC | 14,228 | $2.33M | 0.72% | −140−1.0% | Reduced |
| MKP Capital Management, L.L.C. | 14,224 | $2.33M | 0.38% | −34,676−70.9% | Reduced |
| DAGCO, Inc. | 14,185 | $2.32M | 1.00% | +326+2.4% | Added |
| Main Street Financial Solutions, LLC | 14,150 | $2.32M | 0.36% | +2,210+18.5% | Added |
| StrongBox Wealth, LLC | 14,136 | $2.31M | 1.30% | +796+6.0% | Added |
| Wolff Wiese Magana LLC | 14,132 | $2.31M | 1.63% | −76−0.5% | Reduced |
| Hudson Canyon Capital Management | 14,125 | $2.31M | 1.78% | −518−3.5% | Reduced |
| Mission Creek Capital Partners, Inc. | 14,121 | $2.31M | 0.43% | +297+2.1% | Added |
| LCNB Corp | 14,125 | $2.31M | 1.17% | +635+4.7% | Added |
| Windsor Group LTD | 13,824 | $2.31M | 0.48% | +380+2.8% | Added |
| Heron Financial Group, LLC | 14,079 | $2.31M | 1.28% | −251−1.8% | Reduced |
| Corrado Advisors, LLC | 14,033 | $2.30M | 1.42% | +149+1.1% | Added |
| Fiduciary Planning LLC | 14,035 | $2.30M | 1.22% | +3,672+35.4% | Added |
| Axiom Financial Strategies, LLC | 13,958 | $2.29M | 1.08% | −309−2.2% | Reduced |
| Optas, LLC | 13,941 | $2.28M | 0.66% | +67+0.5% | Added |
| SFMG, LLC | 13,913 | $2.28M | 0.25% | −347−2.4% | Reduced |
| Holistic Financial Partners | 13,831 | $2.26M | 1.40% | −20.0% | Reduced |
| Van Cleef Asset Management,Inc | 13,811 | $2.26M | 0.34% | −94−0.7% | Reduced |
| Roof Eidam & Maycock | 13,814 | $2.26M | 0.83% | −87−0.6% | Reduced |
| Harbor Financial Services, LLC | 13,806 | $2.26M | 0.99% | −248−1.8% | Reduced |
| Benin Management CORP | 13,807 | $2.26M | 0.72% | 00.0% | Unchanged |
| Birinyi Associates Inc | 13,800 | $2.26M | 0.76% | +1,100+8.7% | Added |
| Accredited Investors Inc. | 13,780 | $2.26M | 0.24% | −114−0.8% | Reduced |
| High Pointe Capital Management LLC | 13,774 | $2.25M | 1.78% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 13,767 | $2.25M | 0.17% | −870−5.9% | Reduced |
| RSM US Wealth Management LLC | 13,764 | $2.25M | 0.12% | −491−3.4% | Reduced |
| Golden State Wealth Management, LLC | 13,764 | $2.25M | 0.49% | −118−0.9% | Reduced |
| Stonnington Group, LLC | 13,220 | $2.25M | 0.50% | −1,715−11.5% | Reduced |
| Jeppson Wealth Management, LLC | 13,683 | $2.24M | 1.17% | +210+1.6% | Added |
| Chapman Investment Management, LLC | 13,658 | $2.24M | 1.16% | +1,000+7.9% | Added |
| WealthShield Partners, LLC | 13,649 | $2.23M | 0.60% | +938+7.4% | Added |
| Brooktree Capital Management | 13,647 | $2.23M | 1.42% | 00.0% | Unchanged |
| Midwest Professional Planners, LTD. | 13,635 | $2.23M | 1.18% | −24−0.2% | Reduced |
| Jacobs Levy Equity Management, Inc | 13,638 | $2.23M | 0.02% | +2,131+18.5% | Added |
| Highlander Capital Management, LLC | 13,612 | $2.23M | 1.13% | −387−2.8% | Reduced |
| Mizuho Securities USA LLC | 13,580 | $2.22M | 0.23% | −1,227−8.3% | Reduced |
| Cim Investment Mangement Inc | 13,571 | $2.22M | 0.70% | −80−0.6% | Reduced |
| Aft, Forsyth & Company, Inc. | 13,563 | $2.22M | 1.19% | −370−2.7% | Reduced |
| Kelly Lawrence W & Associates Inc | 13,545 | $2.22M | 0.47% | 00.0% | Unchanged |
| Abundance Wealth Counselors | 13,504 | $2.21M | 1.29% | +119+0.9% | Added |
| FinTrust Capital Advisors, LLC | 13,498 | $2.21M | 0.59% | −260−1.9% | Reduced |
| Aft, Forsyth & Sober, LLC | 13,450 | $2.20M | 0.83% | +200+1.5% | Added |
| Thomas White International Ltd | 13,446 | $2.20M | 0.32% | 00.0% | Unchanged |
| MCF Advisors LLC | 13,398 | $2.19M | 0.22% | +875+7.0% | Added |
| Old Mission Investment Co LLC | 13,371 | $2.19M | 0.89% | −199−1.5% | Reduced |
| Israel Discount Bank of New York | 13,342 | $2.18M | 1.48% | +13,342 | New |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 12,884 | $2.18M | 0.88% | +185+1.5% | Added |
| Gryphon Financial Partners LLC | 13,305 | $2.18M | 0.51% | −54−0.4% | Reduced |
| Pinnacle Holdings, LLC | 13,297 | $2.18M | 0.95% | −525−3.8% | Reduced |
| Weatherly Asset Management L. P. | 13,264 | $2.17M | 0.26% | −915−6.5% | Reduced |
| LexAurum Advisors, LLC | 13,254 | $2.17M | 0.64% | −53−0.4% | Reduced |
| Sculati Wealth Management, LLC | 13,245 | $2.17M | 1.15% | 00.0% | Unchanged |
| Rosenbaum Jay D. | 13,226 | $2.17M | 3.60% | −555−4.0% | Reduced |
| Proficio Capital Partners LLC | 13,221 | $2.16M | 0.28% | +1,565+13.4% | Added |
| Legacy Wealth Management, LLC | 13,214 | $2.16M | 1.16% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 13,107 | $2.15M | 0.38% | +1,133+9.5% | Added |
| Lavaca Capital LLC | 13,103 | $2.15M | 1.08% | +2,866+28.0% | Added |
| Plante Moran Financial Advisors, LLC | 13,099 | $2.14M | 0.48% | +2,142+19.5% | Added |
| Laird Norton Trust Company, LLC | 13,039 | $2.13M | 0.22% | +263+2.1% | Added |
| Greenwich Wealth Management LLC | 13,028 | $2.13M | 0.18% | +2,717+26.4% | Added |
| Mastrapasqua Asset Management Inc | 13,025 | $2.13M | 0.23% | −1,460−10.1% | Reduced |
| Eisler Capital (UK) Ltd. | 12,983 | $2.13M | 0.25% | −12,206−48.5% | Reduced |
| 6 Meridian | 12,926 | $2.12M | 0.17% | +12,926 | New |
| Archford Capital Strategies, LLC | 12,889 | $2.11M | 0.50% | +437+3.5% | Added |