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; 5,159 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 | 5,159 | $643.7B |
| Q1 2026 | 5,104 | $572.0B |
| Q4 2025 | 5,155 | $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 |
|---|---|---|---|---|---|
| Howard Financial Services, Ltd. | 9,003 | $1.47M | 0.55% | +692+8.3% | Added |
| Vigilare Wealth Management | 9,002 | $1.47M | 0.91% | +2,299+34.3% | Added |
| Orca Investment Management, LLC | 8,985 | $1.47M | 1.29% | −883−8.9% | Reduced |
| Cheviot Value Management, LLC | 8,975 | $1.47M | 0.38% | −10−0.1% | Reduced |
| Hummer Financial Advisory Services Inc | 8,972 | $1.47M | 1.36% | 00.0% | Unchanged |
| TLWM | 8,962 | $1.47M | 0.56% | +456+5.4% | Added |
| Heartland Bank & Trust Co | 8,906 | $1.46M | 1.26% | −3,654−29.1% | Reduced |
| Royal Harbor Partners, LLC | 8,906 | $1.46M | 1.04% | −2,254−20.2% | Reduced |
| PSI Advisors, LLC | 8,888 | $1.45M | 0.67% | +1,307+17.2% | Added |
| CapWealth Advisors, LLC | 8,828 | $1.45M | 0.16% | −1,437−14.0% | Reduced |
| Ayrshire Capital Management LLC | 8,789 | $1.44M | 0.82% | +53+0.6% | Added |
| Rowland & Co Investment Counsel | 15,275 | $1.44M | 0.49% | −4,738−23.7% | Reduced |
| Derbend Asset Management | 8,772 | $1.44M | 1.35% | −581−6.2% | Reduced |
| Cutter & CO Brokerage, Inc. | 8,760 | $1.43M | 0.34% | +661+8.2% | Added |
| Waddell & Associates, LLC | 8,741 | $1.43M | 0.24% | +972+12.5% | Added |
| Community Capital Management, Inc. | 8,700 | $1.42M | 1.48% | −2,500−22.3% | Reduced |
| Clarus Group, Inc. | 8,699 | $1.42M | 0.98% | +10.0% | Added |
| Caz Investments LP | 8,700 | $1.42M | 1.84% | 00.0% | Unchanged |
| Prentice Wealth Management LLC | 8,691 | $1.42M | 0.69% | +78+0.9% | Added |
| Salzhauer Michael | 8,660 | $1.42M | 0.64% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 8,642 | $1.42M | 0.18% | +231+2.7% | Added |
| Thrive Capital Management, LLC | 8,627 | $1.41M | 1.04% | +1,240+16.8% | Added |
| Defined Wealth Management, LLC | 8,586 | $1.41M | 1.25% | +47+0.6% | Added |
| O'Brien Greene & Co. Inc | 8,509 | $1.39M | 0.51% | 00.0% | Unchanged |
| Kapitalo Investimentos Ltda | 8,500 | $1.39M | 0.76% | +8,500 | New |
| Silicon Hills Wealth Management, LLC | 8,499 | $1.39M | 0.95% | +69+0.8% | Added |
| Dividend Assets Capital, LLC | 8,495 | $1.39M | 0.28% | +850+11.1% | Added |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 8,493 | $1.39M | 0.56% | −12,939−60.4% | Reduced |
| Opus Capital Group, LLC | 8,479 | $1.39M | 0.31% | −2,046−19.4% | Reduced |
| Green Harvest Asset Management LLC | 8,794 | $1.39M | 0.22% | +711+8.8% | Added |
| Global Trust Asset Management, LLC | 8,459 | $1.39M | 0.62% | +653+8.4% | Added |
| First National Bank & Trust Co of Newtown | 8,440 | $1.38M | 0.29% | −10−0.1% | Reduced |
| Wealth Management Associates, Inc. | 8,439 | $1.38M | 0.81% | +46+0.5% | Added |
| MONECO Advisors, LLC | 8,425 | $1.38M | 0.54% | +803+10.5% | Added |
| Menard Financial Group LLC | 8,420 | $1.38M | 1.21% | +167+2.0% | Added |
| South Street Advisors LLC | 8,384 | $1.37M | 0.26% | +4,472+114.3% | Added |
| Nations Financial Group Inc, | 8,366 | $1.37M | 0.21% | +1,131+15.6% | Added |
| McElhenny Sheffield Capital Management, LLC | 8,372 | $1.37M | 0.62% | +8,372 | New |
| Navalign, LLC | 8,365 | $1.37M | 0.58% | +112+1.4% | Added |
| Searle & Co. | 8,355 | $1.37M | 0.56% | 00.0% | Unchanged |
| Traverso Chambers Private Wealth Management, LLC | 8,344 | $1.37M | 0.43% | +96+1.2% | Added |
| Executive Wealth Management, LLC | 8,330 | $1.36M | 0.15% | +294+3.7% | Added |
| Beacon Financial Advisory LLC | 8,314 | $1.36M | 0.71% | +9+0.1% | Added |
| Legacy Bridge, LLC | 8,278 | $1.35M | 0.78% | +390+4.9% | Added |
| ELCO Management Co., LLC | 8,257 | $1.35M | 1.04% | +751+10.0% | Added |
| Fiducient Advisors LLC | 8,243 | $1.35M | 0.41% | −1,937−19.0% | Reduced |
| Relyea Zuckerberg Hanson LLC | 8,234 | $1.35M | 0.52% | +520+6.7% | Added |
| Sierra Capital LLC | 8,231 | $1.35M | 0.23% | +4,561+124.3% | Added |
| Keel Point, LLC | 8,215 | $1.34M | 0.19% | +372+4.7% | Added |
| Keeley-Teton Advisors, LLC | 8,173 | $1.34M | 0.15% | +8,173 | New |
| MEMBERS Trust Co | 8,045 | $1.33M | 0.04% | +869+12.1% | Added |
| Antonetti Capital Management LLC | 8,144 | $1.33M | 1.09% | +8,144 | New |
| Founders Financial Securities LLC | 8,125 | $1.33M | 0.27% | −338−4.0% | Reduced |
| Accel Wealth Management | 8,117 | $1.33M | 0.86% | −14−0.2% | Reduced |
| Virtue Capital Management, LLC | 8,110 | $1.33M | 0.24% | −467−5.4% | Reduced |
| Shaker Investments LLC | 8,110 | $1.33M | 0.59% | +29+0.4% | Added |
| Summit Financial Wealth Advisors, LLC | 8,087 | $1.32M | 0.30% | +511+6.7% | Added |
| Physicians Financial Services, Inc. | 8,057 | $1.32M | 0.53% | −225−2.7% | Reduced |
| Plancorp, LLC | 8,054 | $1.32M | 0.09% | +396+5.2% | Added |
| San Luis Wealth Advisors LLC | 8,039 | $1.32M | 0.73% | +8,039 | New |
| LBMC Investment Advisors, LLC | 5,336 | $1.31M | 0.12% | −2,448−31.4% | Reduced |
| GoodHaven Capital Management, LLC | 8,000 | $1.31M | 0.85% | 00.0% | Unchanged |
| Krane Funds Advisors LLC | 7,997 | $1.31M | 0.03% | −895−10.1% | Reduced |
| Corsicana & Co. | 7,990 | $1.31M | 0.83% | +175+2.2% | Added |
| Cooper Financial Group | 7,983 | $1.31M | 0.27% | +114+1.4% | Added |
| Mitchell Sinkler & Starr | 7,985 | $1.31M | 1.18% | +223+2.9% | Added |
| Garrison Point Advisors, LLC | 7,957 | $1.30M | 0.95% | +30+0.4% | Added |
| Sky Investment Group LLC | 7,953 | $1.30M | 0.29% | +429+5.7% | Added |
| New Jersey Better Educational Savings Trust | 7,951 | $1.30M | 2.58% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 7,949 | $1.30M | 0.12% | +100+1.3% | Added |
| Altman Advisors, Inc. | 7,650 | $1.30M | 0.72% | +7,650 | New |
| TD Ameritrade Investment Management, LLC | 13,479 | $1.30M | 0.01% | +803+6.3% | Added |
| Probity Advisors, Inc. | 7,930 | $1.30M | 0.27% | −158−2.0% | Reduced |
| Samalin Investment Counsel, LLC | 7,887 | $1.29M | 0.84% | −95−1.2% | Reduced |
| Crumly & Associates Inc. | 7,888 | $1.29M | 0.60% | +1,225+18.4% | Added |
| Pflug Koory, LLC | 7,850 | $1.28M | 0.70% | −600−7.1% | Reduced |
| Ironwood Investment Management LLC | 7,848 | $1.28M | 0.67% | 00.0% | Unchanged |
| Fortress Wealth Group, LLC | 7,849 | $1.28M | 1.11% | +683+9.5% | Added |
| McLean Asset Management Corp | 7,494 | $1.28M | 0.49% | +757+11.2% | Added |
| Clearview Wealth Advisors LLC | 7,837 | $1.28M | 0.81% | +195+2.6% | Added |
| Richard P Slaughter Associates Inc | 7,820 | $1.28M | 0.51% | +648+9.0% | Added |
| Mather Group, LLC. | 7,813 | $1.28M | 0.03% | −841−9.7% | Reduced |
| Hall Laurie J Trustee | 7,820 | $1.28M | 0.49% | −275−3.4% | Reduced |
| Alhambra Investment Partners LLC | 7,748 | $1.27M | 0.97% | −150−1.9% | Reduced |
| Wall Street Access Asset Management, LLC | 7,742 | $1.27M | 0.56% | +1,130+17.1% | Added |
| Doheny Asset Management | 7,689 | $1.26M | 0.90% | 00.0% | Unchanged |
| Cornerstone National Bank & Trust Co | 7,637 | $1.25M | 0.55% | +319+4.4% | Added |
| InTrack Investment Management Inc | 7,363 | $1.25M | 0.91% | −1,845−20.0% | Reduced |
| QP Wealth Management, LLC | 7,633 | $1.25M | 1.34% | −127−1.6% | Reduced |
| DRW Securities, LLC | 7,571 | $1.24M | 0.37% | +124+1.7% | Added |
| Voya Financial Advisors, Inc. | 7,459 | $1.24M | 0.15% | +699+10.3% | Added |
| Focused Wealth Management, Inc | 7,558 | $1.24M | 0.20% | −549−6.8% | Reduced |
| JFS Wealth Advisors, LLC | 7,556 | $1.24M | 0.13% | −363−4.6% | Reduced |
| Loudon Investment Management, LLC | 7,545 | $1.24M | 0.88% | +103+1.4% | Added |
| Aspireon Wealth Advisors | 7,541 | $1.23M | 0.90% | −100−1.3% | Reduced |
| High Falls Advisors, Inc | 7,535 | $1.23M | 0.33% | −13−0.2% | Reduced |
| Renaissance Group LLC | 7,519 | $1.23M | 0.05% | −223−2.9% | Reduced |
| Orrstown Financial Services Inc | 7,485 | $1.23M | 1.94% | −771−9.3% | Reduced |
| Prudent Man Advisors, LLC | 7,479 | $1.22M | 0.46% | +7+0.1% | Added |
| First National Bank Sioux Falls | 7,465 | $1.22M | 2.05% | 00.0% | Unchanged |