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; 5,157 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 | 5,157 | $643.7B |
| Q1 2026 | 5,103 | $572.1B |
| Q4 2025 | 5,155 | $639.5B |
| Q3 2025 | 4,766 | $618.0B |
| Q2 2025 | 4,753 | $582.4B |
| Q1 2025 | 4,680 | $494.6B |
| Q4 2024 | 4,680 | $490.0B |
| Q3 2024 | 4,216 | $429.4B |
| Q2 2024 | 4,182 | $416.2B |
| Q1 2024 | 4,121 | $414.5B |
| Q4 2023 | 4,002 | $351.8B |
| Q3 2023 | 3,711 | $297.0B |
| Q2 2023 | 3,673 | $297.6B |
| Q1 2023 | 3,613 | $266.3B |
| Q4 2022 | 3,629 | $278.3B |
| Q3 2022 | 3,396 | $212.9B |
| Q2 2022 | 3,428 | $229.3B |
| Q1 2022 | 3,520 | $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 |
|---|---|---|---|---|---|
| Migdal Insurance & Financial Holdings Ltd. | 888,562 | $145.5M | 1.53% | +234,540+35.9% | Added |
| ACR Alpine Capital Research, LLC | 879,375 | $143.9M | 8.16% | −19,528−2.2% | Reduced |
| Susquehanna International Group, LLP | 877,008 | $143.6M | 0.18% | −2,119,887−70.7% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 870,646 | $142.5M | 1.31% | −23,646−2.6% | Reduced |
| Nissay Asset Management Corp | 864,423 | $141.5M | 1.20% | +90,914+11.8% | Added |
| American International Group, Inc. | 859,050 | $140.6M | 0.75% | −1,361,241−61.3% | Reduced |
| Arizona State Retirement System | 844,151 | $138.2M | 1.13% | −10,806−1.3% | Reduced |
| AMP Capital Investors Ltd | 832,893 | $136.4M | 0.75% | −172,282−17.1% | Reduced |
| Capital Wealth Planning, LLC | 824,026 | $134.9M | 3.71% | +47,377+6.1% | Added |
| Factory Mutual Insurance Co | 823,342 | $134.8M | 1.68% | −11,300−1.4% | Reduced |
| Capital International Inc | 821,651 | $134.5M | 1.30% | −238,395−22.5% | Reduced |
| Smead Capital Management, Inc. | 820,070 | $134.2M | 4.59% | +24,324+3.1% | Added |
| Atalanta Sosnoff Capital, LLC | 818,746 | $134.0M | 3.14% | +4,199+0.5% | Added |
| Douglass Winthrop Advisors, LLC | 814,441 | $133.3M | 3.27% | −11,813−1.4% | Reduced |
| Amalgamated Bank | 807,663 | $132.2M | 1.12% | −40,900−4.8% | Reduced |
| Citadel Advisors LLC | 794,843 | $130.1M | 0.14% | +424,979+114.9% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 790,682 | $129.4M | 3.37% | −21,036−2.6% | Reduced |
| Zacks Investment Management | 788,515 | $129.1M | 2.04% | +11,205+1.4% | Added |
| Fort Washington Investment Advisors Inc | 785,663 | $128.6M | 0.82% | +423,963+117.2% | Added |
| Compagnie Lombard Odier SCmA | 774,366 | $126.8M | 2.74% | +50,571+7.0% | Added |
| Argent Capital Management LLC | 771,625 | $126.3M | 4.00% | −4,537−0.6% | Reduced |
| Pinebridge Investments, L.P. | 760,793 | $124.5M | 1.49% | −106,368−12.3% | Reduced |
| Gofen & Glossberg LLC | 760,093 | $124.4M | 2.92% | −4,754−0.6% | Reduced |
| USS Investment Management Ltd | 753,124 | $123.3M | 1.06% | +573,460+319.2% | Added |
| State of Michigan Retirement System | 750,343 | $122.8M | 0.70% | −10,600−1.4% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 747,268 | $122.3M | 0.66% | −74,714−9.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 744,500 | $121.9M | 0.22% | +29,625+4.1% | Added |
| NFJ Investment Group, LLC | 742,034 | $121.5M | 2.38% | +19,983+2.8% | Added |
| Comerica Bank | 704,174 | $121.0M | 0.73% | −139,040−16.5% | Reduced |
| D. E. Shaw & Co., Inc. | 728,038 | $119.2M | 0.15% | −27,067−3.6% | Reduced |
| United Capital Financial Advisers, LLC | 724,921 | $118.7M | 0.59% | +5,754+0.8% | Added |
| Natixis | 728,848 | $118.6M | 0.41% | +10,569+1.5% | Added |
| Rathbone Brothers plc | 720,519 | $117.9M | 1.27% | +54,807+8.2% | Added |
| CCLA Investment Management Ltd | 718,539 | $117.7M | 2.02% | −57,419−7.4% | Reduced |
| Balyasny Asset Management LLC | 711,339 | $116.4M | 0.56% | +445,846+167.9% | Added |
| Welch & Forbes LLC | 709,150 | $116.1M | 1.93% | −11,540−1.6% | Reduced |
| AXA S.A. | 708,927 | $116.0M | 0.33% | −146,125−17.1% | Reduced |
| Capitolis Advisors LLC | 695,977 | $115.9M | 1.05% | −2,211−0.3% | Reduced |
| Meitav Dash Investments Ltd | 705,063 | $115.4M | 1.89% | +318,860+82.6% | Added |
| Segall Bryant & Hamill, LLC | 702,395 | $114.9M | 1.10% | −885−0.1% | Reduced |
| James Hambro & Partners | 698,443 | $114.4M | 8.53% | +20,604+3.0% | Added |
| Bartlett & Co. Wealth Management LLC | 676,676 | $110.8M | 2.11% | +3,178+0.5% | Added |
| Bartlett & Co. LLC | 676,676 | $110.8M | 2.11% | +3,178+0.5% | Added |
| MetLife Investment Management | 674,908 | $110.5M | 0.99% | −26,919−3.8% | Reduced |
| CIBC Asset Management Inc | 671,922 | $110.0M | 0.44% | +7,846+1.2% | Added |
| Phoenix Holdings Ltd. | 668,998 | $109.5M | 1.95% | −9,712−1.4% | Reduced |
| Oppenheimer Asset Management Inc. | 668,739 | $109.5M | 1.56% | −1,091−0.2% | Reduced |
| Handelsbanken Fonder AB | 661,447 | $108.3M | 0.57% | +9,334+1.4% | Added |
| MUFG Americas Holdings Corp | 660,272 | $108.1M | 2.05% | +24,705+3.9% | Added |
| Forsta Ap-Fonden | 647,900 | $106.1M | 1.20% | −25,400−3.8% | Reduced |
| Oregon Public Employees Retirement Fund | 646,199 | $105.8M | 1.21% | −15,627−2.4% | Reduced |
| Focused Investors LLC | 642,500 | $105.2M | 3.51% | −21,600−3.3% | Reduced |
| Quilter Plc | 629,795 | $103.1M | 2.88% | +29,405+4.9% | Added |
| Tiaa, FSB | 625,446 | $102.4M | 0.36% | +5,847+0.9% | Added |
| Employees Retirement System of Texas | 625,258 | $102.3M | 1.19% | +693+0.1% | Added |
| Bridgewater Associates, LP | 624,057 | $102.2M | 0.56% | +133,096+27.1% | Added |
| Clark Capital Management Group, Inc. | 623,394 | $102.0M | 1.40% | +54,422+9.6% | Added |
| Teachers Retirement System of the State of Kentucky | 605,689 | $99.1M | 0.92% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 604,332 | $98.9M | 1.03% | +22,096+3.8% | Added |
| Whittier Trust Co | 600,164 | $98.2M | 1.79% | −4,356−0.7% | Reduced |
| Kovitz Investment Group Partners, LLC | 594,718 | $97.3M | 1.94% | −2,231−0.4% | Reduced |
| Gulf International Bank (UK) Ltd | 593,529 | $97.2M | 1.25% | −14,977−2.5% | Reduced |
| Williams Jones Wealth Management, LLC. | 592,863 | $97.0M | 1.36% | −465−0.1% | Reduced |
| TCW Group Inc | 578,346 | $94.7M | 0.83% | −7,771−1.3% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 577,355 | $94.5M | 0.24% | +28,167+5.1% | Added |
| Creative Planning | 575,756 | $94.2M | 0.17% | −9,291−1.6% | Reduced |
| Peapack Gladstone Financial Corp | 573,904 | $93.9M | 1.94% | +74,696+15.0% | Added |
| Wilkinson Global Asset Management LLC | 573,376 | $93.9M | 5.71% | −5,831−1.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 565,016 | $92.5M | 0.46% | −17,121−2.9% | Reduced |
| British Columbia Investment Management Corp | 559,962 | $91.7M | 0.54% | −4,960−0.9% | Reduced |
| Dodge & Cox | 554,441 | $90.8M | 0.06% | −57,188−9.4% | Reduced |
| Beck Mack & Oliver LLC | 541,912 | $88.7M | 2.30% | −6,217−1.1% | Reduced |
| HM Payson & Co | 541,580 | $88.7M | 2.16% | +6,403+1.2% | Added |
| SEI Investments Co | 540,051 | $88.3M | 0.19% | −108,733−16.8% | Reduced |
| PGGM Investments | 537,862 | $88.0M | 0.45% | −80,045−13.0% | Reduced |
| Utah Retirement Systems | 537,569 | $88.0M | 1.19% | −35,900−6.3% | Reduced |
| Manning & Napier Group, LLC | 535,297 | $87.6M | 0.75% | −12,947−2.4% | Reduced |
| Evercore Wealth Management, LLC | 532,528 | $87.2M | 1.58% | +7,686+1.5% | Added |
| Crawford Investment Counsel Inc | 527,957 | $86.4M | 1.76% | −3,020−0.6% | Reduced |
| Wafra Inc. | 514,506 | $84.2M | 3.08% | 00.0% | Unchanged |
| Park National Corp | 513,028 | $84.0M | 3.54% | −4,033−0.8% | Reduced |
| Tredje AP-fonden | 508,908 | $83.3M | 1.75% | +508,908 | New |
| Gabelli Funds LLC | 496,617 | $81.3M | 0.54% | −6,550−1.3% | Reduced |
| State of Alaska, Department of Revenue | 496,064 | $81.2M | 0.82% | −41,292−7.7% | Reduced |
| Boston Private Wealth LLC | 494,856 | $81.0M | 1.04% | −46,204−8.5% | Reduced |
| RNC Capital Management LLC | 494,438 | $80.9M | 4.30% | −290−0.1% | Reduced |
| Basswood Capital Management, L.L.C. | 491,000 | $80.4M | 3.26% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 490,282 | $80.3M | 1.62% | +1,295+0.3% | Added |
| MML Investors Services, LLC | 487,995 | $79.9M | 0.64% | +20,025+4.3% | Added |
| Avalon Investment & Advisory | 479,781 | $78.5M | 1.82% | −21,666−4.3% | Reduced |
| Cornerstone Investment Partners, LLC | 473,979 | $77.6M | 4.48% | −13,906−2.9% | Reduced |
| Staley Capital Advisers Inc | 466,543 | $76.4M | 4.10% | −2,390−0.5% | Reduced |
| Financial Counselors Inc | 464,128 | $76.0M | 1.63% | +5,058+1.1% | Added |
| Texas Permanent School Fund | 461,617 | $75.6M | 0.93% | −41,277−8.2% | Reduced |
| Polaris Capital Management, LLC | 458,551 | $75.1M | 2.39% | −4,300−0.9% | Reduced |
| Ferguson Wellman Capital Management, Inc | 457,984 | $75.0M | 2.42% | +3,909+0.9% | Added |
| Mackay Shields LLC | 456,478 | $74.7M | 0.70% | −19,312−4.1% | Reduced |
| EP Wealth Advisors, LLC | 455,838 | $74.6M | 2.05% | +22,829+5.3% | Added |
| Miller Value Partners, LLC | 451,963 | $74.0M | 2.52% | −2,163−0.5% | Reduced |
| Edmond de Rothschild Holding S.A. | 448,240 | $73.4M | 1.70% | +100,189+28.8% | Added |