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 |
|---|---|---|---|---|---|
| Professional Planning | 12,889 | $2.11M | 1.01% | −3,169−19.7% | Reduced |
| Chatham Capital Group, Inc. | 12,885 | $2.11M | 0.41% | −250−1.9% | Reduced |
| Hartline Investment Corp | 12,880 | $2.11M | 0.29% | +22+0.2% | Added |
| Sunflower Bank, N.A. | 12,798 | $2.10M | 0.30% | −600−4.5% | Reduced |
| Ausdal Financial Partners, Inc. | 12,801 | $2.10M | 0.31% | +747+6.2% | Added |
| Rational Advisors LLC | 12,778 | $2.09M | 0.16% | −4,573−26.4% | Reduced |
| Pacitti Group Inc. | 12,740 | $2.08M | 1.30% | +78+0.6% | Added |
| KLCM Advisors, Inc. | 12,731 | $2.08M | 0.45% | −250−1.9% | Reduced |
| Calton & Associates, Inc. | 17,698 | $2.08M | 0.46% | +5,583+46.1% | Added |
| Amica Retiree Medical Trust | 12,563 | $2.06M | 1.86% | −5,517−30.5% | Reduced |
| Grant/GrossMendelsohn, LLC | 11,974 | $2.05M | 1.62% | +345+3.0% | Added |
| Sovarnum Capital L.P. | 12,500 | $2.05M | 1.93% | +1,500+13.6% | Added |
| Mason Investment Advisory Services, Inc. | 12,499 | $2.05M | 0.21% | 00.0% | Unchanged |
| Advisor Resource Council | 12,489 | $2.04M | 0.63% | −8,376−40.1% | Reduced |
| Financial Advisory Service, Inc. | 12,467 | $2.04M | 0.19% | +1,592+14.6% | Added |
| Ahrens Investment Partners LLC | 12,428 | $2.03M | 0.97% | +617+5.2% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 12,414 | $2.03M | 0.01% | −221−1.7% | Reduced |
| Teamwork Financial Advisors, LLC | 12,417 | $2.03M | 0.40% | +2,705+27.9% | Added |
| Crystal Rock Capital Management | 12,393 | $2.03M | 1.08% | −2,850−18.7% | Reduced |
| Perennial Investment Advisors, LLC | 12,348 | $2.02M | 0.71% | +34+0.3% | Added |
| Liberty One Investment Management, LLC | 12,282 | $2.01M | 0.34% | −254−2.0% | Reduced |
| CoreFirst Bank & Trust | 12,276 | $2.01M | 1.39% | −1,353−9.9% | Reduced |
| Pointe Capital Management LLC | 12,275 | $2.01M | 1.39% | 00.0% | Unchanged |
| Perpetual Investment Management Ltd | 12,258 | $2.01M | 0.25% | 00.0% | Unchanged |
| Keudell/Morrison Wealth Management | 12,253 | $2.01M | 0.86% | +270+2.3% | Added |
| Windsor Capital Management, LLC | 12,238 | $2.00M | 0.64% | −163−1.3% | Reduced |
| Private Portfolio Partners LLC | 12,198 | $2.00M | 0.57% | +38+0.3% | Added |
| Cornell Pochily Investment Advisors, Inc. | 12,191 | $2.00M | 0.86% | +61+0.5% | Added |
| Delta Financial Advisors LLC | 12,190 | $2.00M | 0.89% | −50.0% | Reduced |
| Cape Ann Savings Bank | 12,182 | $1.99M | 1.29% | −15−0.1% | Reduced |
| First Dallas Securities Inc. | 12,175 | $1.99M | 1.38% | +700+6.1% | Added |
| Boston Common Asset Management, LLC | 12,113 | $1.98M | 0.09% | −65−0.5% | Reduced |
| Nicholas Hoffman & Company, LLC. | 12,116 | $1.98M | 0.35% | +221+1.9% | Added |
| Sonata Capital Group Inc | 12,109 | $1.98M | 0.89% | −500−4.0% | Reduced |
| Highland Private Wealth Management | 12,071 | $1.98M | 0.28% | +710+6.2% | Added |
| Summit X, LLC | 12,036 | $1.97M | 0.50% | +33+0.3% | Added |
| Bath Savings Trust Co | 12,022 | $1.97M | 0.23% | −200−1.6% | Reduced |
| Ategra Capital Management, LLC | 11,971 | $1.96M | 0.99% | −95−0.8% | Reduced |
| Wrapmanager Inc | 11,954 | $1.96M | 0.51% | −29−0.2% | Reduced |
| Trillium Asset Management, LLC | 11,944 | $1.96M | 0.05% | +105+0.9% | Added |
| Loomis Sayles & Co L P | 11,918 | $1.95M | 0.00% | −944−7.3% | Reduced |
| One Charles Private Wealth Services, LLC | 11,920 | $1.95M | 1.13% | −272−2.2% | Reduced |
| Members Capital Advisors Inc | 11,881 | $1.95M | 1.06% | +1,842+18.3% | Added |
| Bar Harbor Trust Services | 11,878 | $1.94M | 0.61% | +565+5.0% | Added |
| BancorpSouth Bank | 11,854 | $1.94M | 0.27% | +1,119+10.4% | Added |
| Bluesphere Advisors, LLC | 11,820 | $1.94M | 1.86% | −220−1.8% | Reduced |
| Occidental Asset Management, LLC | 11,821 | $1.94M | 0.50% | +760+6.9% | Added |
| Acorn Wealth Advisors, LLC | 11,772 | $1.93M | 1.35% | +241+2.1% | Added |
| Heritage Wealth Management, LLC | 11,730 | $1.92M | 0.68% | +1,534+15.0% | Added |
| Godshalk Welsh Capital Management, Inc. | 11,725 | $1.92M | 1.20% | −125−1.1% | Reduced |
| AIA Group Ltd | 11,719 | $1.92M | 0.11% | +3,565+43.7% | Added |
| Continuum Advisory, LLC | 38,063 | $1.91M | 0.51% | +26,815+238.4% | Added |
| CX Institutional | 11,662 | $1.91M | 0.16% | −392−3.3% | Reduced |
| Sittner & Nelson, LLC | 11,632 | $1.90M | 1.23% | −804−6.5% | Reduced |
| Warren Averett Asset Management, LLC | 11,329 | $1.90M | 0.16% | +572+5.3% | Added |
| CAMG Solamere Management, LLC | 11,604 | $1.90M | 1.56% | +796+7.4% | Added |
| Lincluden Management Ltd | 11,575 | $1.90M | 0.19% | −360−3.0% | Reduced |
| Trust Co | 11,536 | $1.89M | 0.48% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 11,516 | $1.89M | 0.10% | +449+4.1% | Added |
| Monte Financial Group, LLC | 11,511 | $1.88M | 1.08% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 11,477 | $1.88M | 0.34% | −563−4.7% | Reduced |
| Childress Capital Advisors, LLC | 11,477 | $1.88M | 0.76% | +2,539+28.4% | Added |
| St. Johns Investment Management Company, LLC | 11,418 | $1.87M | 1.03% | −21−0.2% | Reduced |
| De Burlo Group Inc | 11,400 | $1.87M | 0.30% | −64,800−85.0% | Reduced |
| Blue Square Asset Management, LLC | 11,381 | $1.86M | 1.16% | +137+1.2% | Added |
| Peterson Wealth Management | 11,330 | $1.85M | 1.44% | +35+0.3% | Added |
| Everhart Financial Group, Inc. | 11,294 | $1.85M | 1.27% | +1,059+10.3% | Added |
| Venturi Wealth Management, LLC | 11,272 | $1.84M | 0.15% | −2,157−16.1% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 11,264 | $1.84M | 1.47% | +19+0.2% | Added |
| Trinity Financial Advisors LLC | 11,221 | $1.84M | 1.23% | −1,848−14.1% | Reduced |
| All Terrain Financial Advisors, LLC | 11,221 | $1.84M | 0.84% | +248+2.3% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 11,219 | $1.84M | 1.10% | +1,431+14.6% | Added |
| Ibex Wealth Advisors | 11,183 | $1.83M | 0.35% | +1,908+20.6% | Added |
| Caliber Wealth Management, LLC | 10,967 | $1.83M | 1.29% | +2,597+31.0% | Added |
| Colonial River Wealth Management, LLC | 10,967 | $1.83M | 1.29% | +4,718+75.5% | Added |
| Latitude Advisors, LLC | 11,155 | $1.83M | 0.59% | +5,557+99.3% | Added |
| Cacti Asset Management LLC | 11,110 | $1.82M | 0.15% | 00.0% | Unchanged |
| Auxano Advisors, LLC | 11,115 | $1.82M | 0.82% | +205+1.9% | Added |
| Crescent Grove Advisors, LLC | 11,070 | $1.81M | 0.19% | −269−2.4% | Reduced |
| Invst, LLC | 11,056 | $1.81M | 0.29% | +111+1.0% | Added |
| Palumbo Wealth Management LLC | 11,037 | $1.81M | 1.19% | −3,118−22.0% | Reduced |
| TBH Global Asset Management, LLC | 11,022 | $1.80M | 0.42% | −140−1.3% | Reduced |
| Traphagen Investment Advisors LLC | 10,987 | $1.80M | 0.33% | +156+1.4% | Added |
| JNBA Financial Advisors | 10,964 | $1.79M | 0.24% | +20+0.2% | Added |
| Camden Capital, LLC | 10,957 | $1.79M | 0.36% | +857+8.5% | Added |
| Private Capital Group, LLC | 10,917 | $1.79M | 0.40% | +57+0.5% | Added |
| Tiger Eye Capital LLC | 10,910 | $1.79M | 0.70% | −2,792−20.4% | Reduced |
| Roman Butler Fullerton & Co | 10,705 | $1.78M | 0.83% | −10−0.1% | Reduced |
| Covenant Multifamily Offices, LLC | 10,574 | $1.78M | 0.32% | +264+2.6% | Added |
| Fort Point Capital Partners LLC | 10,867 | $1.78M | 0.28% | +1,950+21.9% | Added |
| Lineweaver Wealth Advisors, LLC | 10,864 | $1.78M | 0.54% | +770+7.6% | Added |
| Peak Planning Group, LLC | 10,855 | $1.78M | 1.53% | +10,855 | New |
| Biltmore Family Office, LLC | 10,828 | $1.77M | 0.43% | +1,012+10.3% | Added |
| Breiter Capital Management Inc | 10,777 | $1.76M | 1.01% | −872−7.5% | Reduced |
| Capital Advisors, Ltd. LLC | 10,767 | $1.76M | 0.31% | +1,154+12.0% | Added |
| Klingman & Associates, LLC | 10,750 | $1.76M | 0.16% | −259−2.4% | Reduced |
| Ssi Investment Management LLC | 10,751 | $1.76M | 0.11% | +67+0.6% | Added |
| Allred Capital Management, LLC | 10,704 | $1.75M | 0.92% | −245−2.2% | Reduced |
| Port Capital LLC | 10,695 | $1.75M | 0.09% | −500−4.5% | Reduced |
| WealthBridge Capital Management, LLC | 10,684 | $1.75M | 0.65% | +61+0.6% | Added |