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 |
|---|---|---|---|---|---|
| VisionPoint Advisory Group, LLC | 7,253 | $1.22M | 0.54% | −1,625−18.3% | Reduced |
| Weather Gauge Advisory, LLC | 7,448 | $1.22M | 1.57% | −493−6.2% | Reduced |
| Advus Financial Partners, LLC | 7,696 | $1.22M | 0.67% | +7,696 | New |
| Princeton Capital Management LLC | 7,442 | $1.22M | 0.39% | −36−0.5% | Reduced |
| Purus Wealth Management, LLC | 7,438 | $1.22M | 0.84% | +281+3.9% | Added |
| MBA Advisors LLC | 7,435 | $1.22M | 0.90% | +30.0% | Added |
| Carmichael Hill & Associates, Inc. | 7,397 | $1.21M | 0.68% | +41+0.6% | Added |
| IFG Advisors, LLC | 7,398 | $1.21M | 0.56% | +66+0.9% | Added |
| Signet Financial Management, LLC | 7,357 | $1.20M | 0.21% | +1,091+17.4% | Added |
| Tradition Wealth Management, LLC | 7,331 | $1.20M | 0.17% | +273+3.9% | Added |
| Insight Wealth Strategies, LLC | 7,334 | $1.20M | 0.17% | +444+6.4% | Added |
| Bouchey Financial Group Ltd | 7,332 | $1.20M | 0.17% | +1,195+19.5% | Added |
| Atlas Capital Advisors LLC | 7,317 | $1.20M | 0.19% | 00.0% | Unchanged |
| Paulson Wealth Management Inc. | 7,314 | $1.20M | 0.57% | −354−4.6% | Reduced |
| Iron Financial, LLC | 7,310 | $1.20M | 0.57% | −111−1.5% | Reduced |
| M. Kraus & Co | 7,313 | $1.20M | 0.43% | +11+0.2% | Added |
| Armbruster Capital Management, Inc. | 7,287 | $1.19M | 0.34% | 00.0% | Unchanged |
| Insight Advisors, LLC | 7,024 | $1.18M | 0.35% | +558+8.6% | Added |
| Sippican Capital Advisors | 7,215 | $1.18M | 1.02% | −95−1.3% | Reduced |
| Proffitt & Goodson Inc | 7,215 | $1.18M | 0.22% | 00.0% | Unchanged |
| Alesco Advisors LLC | 7,205 | $1.18M | 0.04% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 7,196 | $1.18M | 0.70% | −200−2.7% | Reduced |
| Collective Family Office LLC | 7,198 | $1.18M | 0.51% | +51+0.7% | Added |
| Halbert Hargrove Global Advisors, LLC | 7,195 | $1.18M | 0.08% | +175+2.5% | Added |
| Stephenson National Bank & Trust | 7,180 | $1.18M | 0.75% | +350+5.1% | Added |
| HMS Capital Management, LLC | 7,176 | $1.18M | 0.55% | +976+15.7% | Added |
| First Quadrant L P | 7,169 | $1.17M | 0.14% | +471+7.0% | Added |
| Cerro Pacific Wealth Advisors LLC | 7,145 | $1.17M | 0.84% | −1,888−20.9% | Reduced |
| Wealth Alliance Advisory Group, LLC | 7,120 | $1.17M | 0.57% | +108+1.5% | Added |
| Carolinas Wealth Consulting LLC | 7,089 | $1.16M | 0.27% | −450−6.0% | Reduced |
| Wealth Management Partners, LLC | 7,087 | $1.16M | 0.86% | −29−0.4% | Reduced |
| Personal Cfo Solutions, LLC | 7,068 | $1.16M | 0.24% | +92+1.3% | Added |
| Meridian Financial Partners LLC | 7,163 | $1.15M | 0.77% | −26−0.4% | Reduced |
| Baystate Wealth Management LLC | 7,044 | $1.15M | 0.11% | +247+3.6% | Added |
| Northside Capital Management, LLC | 7,021 | $1.15M | 0.32% | 00.0% | Unchanged |
| Gilbert & Cook, Inc. | 6,989 | $1.14M | 0.20% | +39+0.6% | Added |
| Summit Financial Strategies, Inc. | 6,978 | $1.14M | 0.24% | −727−9.4% | Reduced |
| Affiance Financial, LLC | 6,979 | $1.14M | 0.50% | −12−0.2% | Reduced |
| First Citizens Financial Corp | 6,964 | $1.14M | 0.91% | −125−1.8% | Reduced |
| Investors Research Corp | 6,935 | $1.14M | 0.38% | −5−0.1% | Reduced |
| Greylin Investment Mangement Inc | 6,900 | $1.13M | 0.23% | −50−0.7% | Reduced |
| SignalPoint Asset Management, LLC | 6,897 | $1.13M | 0.36% | +163+2.4% | Added |
| Dixon Hubard Feinour & Brown Inc | 6,897 | $1.13M | 0.24% | +680+10.9% | Added |
| Successful Portfolios LLC | 6,865 | $1.12M | 0.67% | +72+1.1% | Added |
| Galibier Capital Management Ltd. | 6,831 | $1.12M | 0.15% | 00.0% | Unchanged |
| Michael B. Yongue | 6,817 | $1.12M | 0.82% | −511−7.0% | Reduced |
| Bigelow Investment Advisors, LLC | 6,817 | $1.12M | 0.55% | +183+2.8% | Added |
| Syntal Capital Partners, LLC | 6,815 | $1.11M | 0.39% | −338−4.7% | Reduced |
| Reynders McVeigh Capital Management, LLC | 6,800 | $1.11M | 0.07% | −2,436−26.4% | Reduced |
| Cliftonlarsonallen Wealth Advisors, LLC | 6,798 | $1.11M | 0.04% | −297−4.2% | Reduced |
| Winmill & Co. Inc | 6,800 | $1.11M | 0.36% | 00.0% | Unchanged |
| Veracity Capital LLC | 6,769 | $1.11M | 0.48% | −140,500−95.4% | Reduced |
| Oak Ridge Investments LLC | 6,766 | $1.11M | 0.10% | 00.0% | Unchanged |
| Portland Investment Counsel Inc. | 6,765 | $1.11M | 0.50% | 00.0% | Unchanged |
| HBW Advisory Services LLC | 6,754 | $1.11M | 0.29% | −509−7.0% | Reduced |
| Saturna Capital CORP | 6,751 | $1.10M | 0.02% | −6,000−47.1% | Reduced |
| First National Bank of Hutchinson | 6,728 | $1.10M | 0.62% | +53+0.8% | Added |
| BNC Wealth Management, LLC | 6,725 | $1.10M | 0.65% | +101+1.5% | Added |
| Hotaling Investment Management, LLC | 6,709 | $1.10M | 0.46% | −50−0.7% | Reduced |
| State of Wyoming | 6,696 | $1.10M | 0.70% | +3,106+86.5% | Added |
| Cherry Creek Investment Advisors, Inc. | 6,697 | $1.10M | 0.73% | +3,925+141.6% | Added |
| Pasadena Private Wealth, LLC | 6,678 | $1.09M | 0.38% | +66+1.0% | Added |
| TFC Financial Management | 6,666 | $1.09M | 0.36% | +966+16.9% | Added |
| Northwest Wealth Management, LLC | 6,661 | $1.09M | 0.57% | +10+0.2% | Added |
| Renasant Bank | 6,644 | $1.09M | 0.86% | −1,376−17.2% | Reduced |
| REDW Wealth LLC | 6,625 | $1.08M | 0.35% | −82−1.2% | Reduced |
| Dean Investment Associates, LLC | 6,627 | $1.08M | 0.20% | −48−0.7% | Reduced |
| Legacy Wealth Asset Management, LLC | 6,622 | $1.08M | 0.50% | +4+0.1% | Added |
| Rodgers Brothers Inc. | 6,607 | $1.08M | 0.22% | −40−0.6% | Reduced |
| Cambridge Advisors Inc. | 6,603 | $1.08M | 0.26% | +23+0.3% | Added |
| Advisor OS, LLC | 6,586 | $1.08M | 0.23% | −123−1.8% | Reduced |
| Cypress Wealth Services, LLC | 6,582 | $1.08M | 0.32% | −786−10.7% | Reduced |
| Twin Focus Capital Partners, LLC | 6,581 | $1.08M | 0.25% | +87+1.3% | Added |
| Capital Management Associates | 6,575 | $1.08M | 1.06% | 00.0% | Unchanged |
| E Fund Management Co., Ltd. | 6,568 | $1.07M | 0.04% | +6,568 | New |
| Solstein Capital, LLC | 6,561 | $1.07M | 0.62% | +2,903+79.4% | Added |
| Resource Planning Group | 6,534 | $1.07M | 0.67% | −116−1.7% | Reduced |
| Cozad Asset Management Inc | 6,535 | $1.07M | 0.17% | 00.0% | Unchanged |
| Security National Bank | 6,538 | $1.07M | 0.27% | +1,066+19.5% | Added |
| Reitz Capital Advisors LLC | 6,527 | $1.07M | 0.80% | −1,325−16.9% | Reduced |
| Alta Wealth Advisors LLC | 6,524 | $1.07M | 0.78% | +20.0% | Added |
| Wagner Wealth Management, LLC | 6,288 | $1.07M | 0.85% | −155−2.4% | Reduced |
| Simon Quick Advisors, LLC | 6,524 | $1.07M | 0.27% | +746+12.9% | Added |
| Denali Advisors LLC | 6,500 | $1.06M | 0.45% | +2,800+75.7% | Added |
| Maven Securities LTD | 6,495 | $1.06M | 0.12% | −425−6.1% | Reduced |
| Foundations Investment Advisors, LLC | 6,298 | $1.06M | 0.05% | +746+13.4% | Added |
| Sterneck Capital Management, LLC | 6,462 | $1.06M | 0.67% | 00.0% | Unchanged |
| Investors Financial Group, LLC | 6,454 | $1.06M | 0.56% | +655+11.3% | Added |
| Single Point Partners, LLC | 6,449 | $1.06M | 2.31% | −527−7.6% | Reduced |
| Tennessee Valley Asset Management Partners | 6,416 | $1.05M | 0.40% | +6,416 | New |
| Donald L. Hagan, LLC | 6,383 | $1.04M | 0.61% | +408+6.8% | Added |
| Future Financial Wealth Managment LLC | 6,713 | $1.04M | 1.07% | 00.0% | Unchanged |
| Castle Rock Wealth Management, LLC | 6,173 | $1.04M | 0.36% | +20+0.3% | Added |
| Kozak & Associates, Inc. | 6,249 | $1.04M | 0.62% | +6,249 | New |
| Wilkins Investment Counsel Inc | 6,354 | $1.04M | 0.25% | −125−1.9% | Reduced |
| Western Financial Corporation | 6,355 | $1.04M | 0.62% | −17−0.3% | Reduced |
| Westfield Capital Management Co LP | 6,300 | $1.03M | 0.01% | 00.0% | Unchanged |
| Vision Capital Management, Inc. | 6,301 | $1.03M | 0.17% | 00.0% | Unchanged |
| Foresight Wealth Management, LLC | 6,291 | $1.03M | 0.45% | −379−5.7% | Reduced |
| Skba Capital Management LLC | 6,282 | $1.03M | 0.20% | −100−1.6% | Reduced |