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 |
|---|---|---|---|---|---|
| HC Advisors, LLC | 10,664 | $1.75M | 1.15% | −43−0.4% | Reduced |
| Crescent Capital Consulting, LLC | 10,662 | $1.75M | 0.32% | −1,300−10.9% | Reduced |
| Cidel Asset Management Inc | 10,653 | $1.74M | 0.07% | −30.0% | Reduced |
| BSW Wealth Partners | 10,609 | $1.74M | 0.49% | −1,177−10.0% | Reduced |
| Wealth Architects, LLC | 10,611 | $1.74M | 0.34% | +397+3.9% | Added |
| Paradigm Financial Advisors, LLC | 10,589 | $1.73M | 0.40% | −97−0.9% | Reduced |
| Prestige Wealth Management Group LLC | 10,568 | $1.73M | 0.44% | −857−7.5% | Reduced |
| First National Bank of South Miami | 10,550 | $1.73M | 1.16% | +536+5.4% | Added |
| BigSur Wealth Management LLC | 10,492 | $1.72M | 0.77% | −1,500−12.5% | Reduced |
| First Mercantile Trust Co | 10,486 | $1.72M | 0.23% | −1,013−8.8% | Reduced |
| Texas Capital Bancshares Inc | 10,490 | $1.72M | 1.20% | −31−0.3% | Reduced |
| Blackhawk Capital Partners LLC. | 10,486 | $1.72M | 1.08% | −442−4.0% | Reduced |
| Van Hulzen Asset Management, LLC | 10,428 | $1.71M | 0.25% | −181−1.7% | Reduced |
| Townsend & Associates, Inc | 10,244 | $1.71M | 0.84% | +20+0.2% | Added |
| Credential Qtrade Securities Inc. | 10,423 | $1.71M | 0.13% | +131+1.3% | Added |
| Evanson Asset Management, LLC | 11,056 | $1.70M | 0.18% | +134+1.2% | Added |
| Capital Square, LLC | 10,195 | $1.70M | 1.21% | −49−0.5% | Reduced |
| Strategic Investment Advisors | 10,391 | $1.70M | 0.37% | −233−2.2% | Reduced |
| Westbourne Investment Advisors, Inc. | 10,390 | $1.70M | 0.77% | +130+1.3% | Added |
| Clear Perspective Advisors, LLC | 10,386 | $1.70M | 0.58% | −32−0.3% | Reduced |
| Eagle Capital Management LLC | 10,385 | $1.70M | 0.00% | 00.0% | Unchanged |
| Wealthquest Corp | 10,387 | $1.70M | 0.29% | +239+2.4% | Added |
| Avestar Capital, LLC | 10,374 | $1.70M | 0.33% | +620+6.4% | Added |
| JSF Financial, LLC | 10,356 | $1.70M | 0.84% | +828+8.7% | Added |
| Allen Investment Management LLC | 10,351 | $1.69M | 0.02% | 00.0% | Unchanged |
| Ballast, Inc. | 10,334 | $1.69M | 0.71% | −193−1.8% | Reduced |
| Accurate Wealth Management, LLC | 5,806 | $1.69M | 1.48% | −9,770−62.7% | Reduced |
| N.E.W. Advisory Services LLC | 10,298 | $1.69M | 0.27% | +47+0.5% | Added |
| Burke & Herbert Bank & Trust Co | 10,280 | $1.68M | 1.09% | +647+6.7% | Added |
| Bassett Hargrove Investment Counsel, LLC | 10,812 | $1.68M | 2.51% | 00.0% | Unchanged |
| CKW Financial Group | 10,055 | $1.68M | 0.26% | 00.0% | Unchanged |
| Prudential PLC | 10,248 | $1.68M | 0.02% | −273,027−96.4% | Reduced |
| Mercer Capital Advisers, Inc. | 10,244 | $1.68M | 0.90% | −1,132−10.0% | Reduced |
| Round Hill Asset Management | 10,234 | $1.68M | 0.84% | −62−0.6% | Reduced |
| Winthrop Advisory Group LLC | 10,242 | $1.68M | 0.37% | +261+2.6% | Added |
| Grandview Asset Management LLC | 10,229 | $1.67M | 1.72% | +2,076+25.5% | Added |
| Total Clarity Wealth Management, Inc. | 10,192 | $1.67M | 0.79% | +295+3.0% | Added |
| Arabesque Asset Management Ltd | 10,154 | $1.66M | 0.56% | +10,154 | New |
| Kayne Anderson Rudnick Investment Management LLC | 10,138 | $1.66M | 0.00% | +202+2.0% | Added |
| Oxler Private Wealth LLC | 10,131 | $1.66M | 0.73% | +1,893+23.0% | Added |
| Capstone Investment Advisors, LLC | 10,127 | $1.66M | 0.03% | +4,608+83.5% | Added |
| Guardian Capital LP | 10,105 | $1.65M | 0.03% | 00.0% | Unchanged |
| Financial Partners Group, Inc | 10,098 | $1.65M | 0.39% | +364+3.7% | Added |
| Fluent Financial, LLC | 10,086 | $1.65M | 0.70% | +10,086 | New |
| Gilman Hill Asset Management, LLC | 10,051 | $1.65M | 0.42% | +575+6.1% | Added |
| Towercrest Capital Management | 10,048 | $1.65M | 0.31% | +790+8.5% | Added |
| Creative Financial Designs Inc | 10,040 | $1.64M | 0.27% | +577+6.1% | Added |
| Holowesko Partners Ltd. | 10,000 | $1.64M | 0.65% | 00.0% | Unchanged |
| BHK Investment Advisors, LLC | 10,003 | $1.64M | 0.67% | +30.0% | Added |
| Granite Point Capital Management, L.P. | 10,000 | $1.64M | 0.63% | +10,000 | New |
| Oder Investment Management, LLC | 9,974 | $1.63M | 2.39% | −22−0.2% | Reduced |
| Uncommon Cents Investing LLC | 9,922 | $1.62M | 0.66% | +350+3.7% | Added |
| Bingham Osborn & Scarborough LLC | 9,893 | $1.62M | 0.11% | +296+3.1% | Added |
| Optimal Asset Management, Inc. | 9,883 | $1.62M | 0.20% | +12+0.1% | Added |
| Colton Groome Financial Advisors, LLC | 9,880 | $1.62M | 0.70% | −45−0.5% | Reduced |
| CFO4Life Group, LLC | 9,877 | $1.62M | 0.38% | +1,515+18.1% | Added |
| Covenant Partners, LLC | 9,837 | $1.61M | 0.63% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 9,816 | $1.61M | 0.26% | 00.0% | Unchanged |
| Burgundy Asset Management Ltd. | 9,761 | $1.60M | 0.02% | 00.0% | Unchanged |
| Onyx Bridge Wealth Group LLC | 9,544 | $1.59M | 0.60% | +2,496+35.4% | Added |
| US Asset Management LLC | 9,708 | $1.59M | 1.54% | +9,708 | New |
| KC Investment Advisors, LLC | 9,680 | $1.58M | 1.28% | +148+1.6% | Added |
| Tempus Wealth Planning, LLC | 9,660 | $1.58M | 0.90% | +403+4.4% | Added |
| First Bank & Trust | 9,625 | $1.57M | 0.72% | −186−1.9% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 9,616 | $1.57M | 0.09% | +200+2.1% | Added |
| Lion Street Advisors, LLC | 9,581 | $1.57M | 0.85% | +9,581 | New |
| Sage Rhino Capital LLC | 9,563 | $1.56M | 0.48% | +6+0.1% | Added |
| Philo Smith Capital Corp | 9,550 | $1.56M | 0.67% | +9,550 | New |
| Trust Investment Advisors | 9,517 | $1.56M | 1.39% | −58−0.6% | Reduced |
| Bell Bank | 9,495 | $1.55M | 0.19% | −985−9.4% | Reduced |
| Citadel Investment Advisory, Inc. | 9,490 | $1.55M | 0.96% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 9,464 | $1.55M | 0.29% | +3,936+71.2% | Added |
| Capital One Financial Corp | 9,455 | $1.55M | 0.19% | 00.0% | Unchanged |
| West Family Investments, Inc. | 9,426 | $1.54M | 0.41% | +528+5.9% | Added |
| Paloma Partners Management Co | 9,400 | $1.54M | 0.07% | +4,998+113.5% | Added |
| Orion Capital Management LLC | 9,390 | $1.54M | 0.93% | −130−1.4% | Reduced |
| Windsor Creek Advisors, LLC | 9,384 | $1.54M | 0.69% | +11+0.1% | Added |
| Vista Investment Management | 9,386 | $1.54M | 0.90% | +113+1.2% | Added |
| B&D White Capital Company, LLC | 9,373 | $1.53M | 0.59% | −131−1.4% | Reduced |
| Bennett Selby Investments LP | 9,374 | $1.53M | 1.00% | −28−0.3% | Reduced |
| Woodward Diversified Capital, LLC | 9,357 | $1.53M | 0.96% | +62+0.7% | Added |
| One + One Wealth Management, LLC | 9,356 | $1.53M | 1.10% | 00.0% | Unchanged |
| First Financial Corp | 9,346 | $1.53M | 1.02% | −512−5.2% | Reduced |
| Hemington Wealth Management | 9,338 | $1.53M | 0.56% | −253−2.6% | Reduced |
| MJP Associates Inc | 9,335 | $1.53M | 0.52% | +369+4.1% | Added |
| Well Done, LLC | 9,312 | $1.52M | 0.34% | +682+7.9% | Added |
| Ascension Asset Management LLC | 9,304 | $1.52M | 1.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 9,278 | $1.52M | 0.17% | +48+0.5% | Added |
| Hollow Brook Wealth Management LLC | 9,230 | $1.51M | 0.94% | 00.0% | Unchanged |
| Central Bank & Trust Co | 9,228 | $1.51M | 0.25% | +124+1.4% | Added |
| Front Row Advisors LLC | 9,223 | $1.51M | 0.64% | +20+0.2% | Added |
| Lionsbridge Wealth Management LLC | 9,195 | $1.50M | 1.62% | −126−1.4% | Reduced |
| Hemenway Trust Co LLC | 9,168 | $1.50M | 0.15% | −57−0.6% | Reduced |
| Financial Management Professionals, Inc. | 9,140 | $1.50M | 0.35% | +264+3.0% | Added |
| Hardy Reed LLC | 9,124 | $1.49M | 0.27% | −352−3.7% | Reduced |
| Delphi Management Inc | 9,094 | $1.49M | 1.53% | +32+0.4% | Added |
| Phocas Financial Corp. | 9,057 | $1.48M | 0.19% | −9−0.1% | Reduced |
| Ridgecrest Wealth Partners, LLC | 9,037 | $1.48M | 0.81% | +1,443+19.0% | Added |
| Taylor Hoffman Wealth Management | 8,824 | $1.48M | 0.63% | +64+0.7% | Added |
| LVM Capital Management Ltd | 9,008 | $1.47M | 0.22% | +245+2.8% | Added |