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 |
|---|---|---|---|---|---|
| Connor, Clark & Lunn Investment Management Ltd. | 444,535 | $72.8M | 0.38% | −67,370−13.2% | Reduced |
| E. Ohman J:or Asset Management AB | 440,485 | $72.1M | 2.27% | +300+0.1% | Added |
| Seizert Capital Partners, LLC | 439,582 | $72.0M | 3.30% | +9,255+2.2% | Added |
| Umb Bank N A | 439,520 | $71.9M | 1.62% | +3,558+0.8% | Added |
| Bowen Hanes & Co Inc | 438,076 | $71.7M | 2.20% | +3,095+0.7% | Added |
| Berkshire Asset Management LLC | 437,537 | $71.6M | 4.79% | +6,089+1.4% | Added |
| Private Advisor Group, LLC | 434,750 | $71.2M | 0.45% | +134,409+44.8% | Added |
| Gamco Investors, Inc. Et Al | 430,633 | $70.5M | 0.62% | −25,715−5.6% | Reduced |
| Cooke & Bieler LP | 423,039 | $69.2M | 0.63% | −7,332−1.7% | Reduced |
| Becker Capital Management Inc | 423,006 | $69.2M | 2.92% | +513+0.1% | Added |
| Corvex Management LP | 422,998 | $69.2M | 3.04% | +1,398+0.3% | Added |
| Prio Wealth Limited Partnership | 422,345 | $69.1M | 2.33% | −2,692−0.6% | Reduced |
| Squarepoint Ops LLC | 421,051 | $68.9M | 0.48% | +298,780+244.4% | Added |
| HRT Financial LP | 417,820 | $68.4M | 0.42% | +208,577+99.7% | Added |
| Westpac Banking Corp | 417,610 | $68.4M | 0.73% | −70,469−14.4% | Reduced |
| People's United Financial, Inc. | 413,903 | $67.8M | 1.51% | −1,093−0.3% | Reduced |
| Captrust Financial Advisors | 413,612 | $67.7M | 0.56% | +39,718+10.6% | Added |
| Jane Street Group, LLC | 413,120 | $67.6M | 0.17% | −240,881−36.8% | Reduced |
| Mutual of America Capital Management LLC | 412,242 | $67.5M | 0.67% | −3,048−0.7% | Reduced |
| Swiss Life Asset Management Ltd | 408,600 | $66.9M | 0.93% | −37,376−8.4% | Reduced |
| Pinnacle Associates Ltd | 407,112 | $66.6M | 1.23% | +3,152+0.8% | Added |
| Washington Trust Co | 406,668 | $66.6M | 1.88% | −2,474−0.6% | Reduced |
| IFM Investors Pty Ltd | 404,096 | $66.1M | 1.37% | −938−0.2% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 403,304 | $66.0M | 1.56% | +3,641+0.9% | Added |
| Guggenheim Capital LLC | 402,861 | $65.9M | 0.40% | +31,575+8.5% | Added |
| Colony Group LLC | 401,543 | $65.7M | 1.26% | +3,281+0.8% | Added |
| Jupiter Asset Management Ltd | 400,967 | $65.6M | 0.74% | −50,108−11.1% | Reduced |
| Guidance Point Advisors, LLC | 400,544 | $65.6M | 23.93% | +20.0% | Added |
| Commerzbank Aktiengesellschaft | 393,712 | $64.4M | 3.85% | +46,514+13.4% | Added |
| Country Trust Bank | 392,037 | $64.2M | 1.88% | +53,610+15.8% | Added |
| Cambridge Trust Co | 391,154 | $64.0M | 2.42% | +328+0.1% | Added |
| Cerity Partners LLC | 391,099 | $64.0M | 1.41% | +4,855+1.3% | Added |
| Barrett Asset Management, LLC | 389,047 | $63.7M | 2.92% | −2,923−0.7% | Reduced |
| Kestra Advisory Services, LLC | 388,237 | $63.5M | 0.64% | +15,277+4.1% | Added |
| Nicholas Company, Inc. | 382,655 | $62.6M | 1.10% | +250.0% | Added |
| Giverny Capital Inc.SuperinvestorGiverny Capital | 381,770 | $62.5M | 3.73% | +18,282+5.0% | Added |
| Bokf, NA | 381,502 | $62.4M | 1.07% | +381,502 | New |
| D.A. Davidson & Co. | 380,098 | $62.2M | 0.72% | +8,072+2.2% | Added |
| Investment Management Corp of Ontario | 380,000 | $62.2M | 4.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 378,971 | $62.0M | 1.07% | +26,906+7.6% | Added |
| Associated Banc-Corp | 376,932 | $61.7M | 2.44% | −1660.0% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 374,466 | $61.3M | 0.71% | −6,008−1.6% | Reduced |
| Waters Parkerson & Co., LLC | 372,764 | $61.0M | 3.51% | −1,103−0.3% | Reduced |
| Pinnacle Financial Partners Inc | 371,685 | $60.8M | 2.14% | +95,408+34.5% | Added |
| RMB Capital Management, LLC | 365,755 | $59.9M | 1.97% | +6,426+1.8% | Added |
| Advisors Asset Management, Inc. | 364,088 | $59.6M | 0.91% | −46,395−11.3% | Reduced |
| Davis R M Inc | 363,370 | $59.5M | 1.47% | +15,596+4.5% | Added |
| Todd Asset Management LLC | 362,660 | $59.4M | 1.36% | −2,198−0.6% | Reduced |
| Synovus Financial Corp | 359,075 | $58.8M | 0.62% | +3,026+0.8% | Added |
| Brandes Investment Partners, LP | 354,877 | $58.1M | 1.26% | −5,875−1.6% | Reduced |
| TCTC Holdings, LLC | 354,233 | $58.0M | 2.68% | +713+0.2% | Added |
| Vaughan David Investments LLC | 353,867 | $57.9M | 1.85% | −3,924−1.1% | Reduced |
| MAI Capital Management | 352,236 | $57.7M | 1.12% | +26,221+8.0% | Added |
| Metropolitan Life Insurance Co | 351,140 | $57.5M | 0.83% | −16,653−4.5% | Reduced |
| GWM Advisors LLC | 348,073 | $57.0M | 1.41% | +23,162+7.1% | Added |
| Henshaw Capital LLC | 347,232 | $56.8M | 3.55% | +480.0% | Added |
| Conning Inc. | 346,956 | $56.8M | 1.63% | +6,309+1.9% | Added |
| Nan Shan Life Insurance Co., Ltd. | 344,390 | $56.4M | 0.94% | +78,990+29.8% | Added |
| InterOcean Capital Group, LLC | 342,257 | $56.0M | 2.82% | +22,930+7.2% | Added |
| Marshall Wace North America L.P. | 341,636 | $55.9M | 0.24% | −368,286−51.9% | Reduced |
| Virginia Retirement Systems Et Al | 340,258 | $55.7M | 0.57% | −79,300−18.9% | Reduced |
| Beutel, Goodman & Co Ltd. | 339,902 | $55.6M | 0.34% | +14,078+4.3% | Added |
| Banco Santander, S.A. | 339,322 | $55.5M | 0.30% | −5,546−1.6% | Reduced |
| Cambiar Investors LLC | 338,637 | $55.4M | 1.90% | +2,041+0.6% | Added |
| Foundry Partners, LLC | 338,399 | $55.4M | 1.99% | −1,205−0.4% | Reduced |
| Principle Wealth Partners LLC | 334,598 | $54.8M | 6.32% | +463+0.1% | Added |
| Westwood Holdings Group Inc. | 332,323 | $54.4M | 0.59% | −14,384−4.1% | Reduced |
| Oppenheimer & Co Inc | 328,688 | $53.8M | 1.01% | +2,135+0.7% | Added |
| Eastern Bank | 327,352 | $53.6M | 2.59% | −750.0% | Reduced |
| Smith Chas P & Associates Pa Cpas | 327,117 | $53.5M | 4.01% | +10,420+3.3% | Added |
| Osterweis Capital Management Inc | 325,916 | $53.3M | 2.91% | −19,995−5.8% | Reduced |
| Ninety One UK Ltd | 325,021 | $53.2M | 0.14% | +118,342+57.3% | Added |
| Border to Coast Pensions Partnership Ltd | 337,094 | $53.1M | 1.81% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 320,907 | $52.5M | 1.75% | +1,510+0.5% | Added |
| Fiduciary Trust Co | 320,804 | $52.5M | 0.93% | −2,182−0.7% | Reduced |
| Private Management Group Inc | 319,903 | $52.4M | 2.19% | −3,519−1.1% | Reduced |
| Palladium Partners LLC | 319,148 | $52.2M | 2.38% | −3,070−1.0% | Reduced |
| Parsec Financial Management, Inc. | 310,086 | $52.0M | 2.21% | −6,315−2.0% | Reduced |
| Madison Asset Management, LLC | 316,884 | $51.9M | 0.71% | −9,796−3.0% | Reduced |
| Wesbanco Bank Inc | 316,881 | $51.9M | 1.99% | −3,693−1.2% | Reduced |
| Locust Wood Capital Advisers, LLC | 316,134 | $51.7M | 3.28% | +3,910+1.3% | Added |
| Moody National Bank Trust Division | 311,423 | $51.0M | 0.75% | −449−0.1% | Reduced |
| Alberta Investment Management Corp | 311,423 | $51.0M | 0.44% | +187,390+151.1% | Added |
| Carnegie Capital Asset Management, LLC | 311,086 | $50.9M | 1.92% | +5,446+1.8% | Added |
| Nippon Life Global Investors Americas, Inc. | 309,790 | $50.7M | 2.65% | −20,420−6.2% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 309,617 | $50.7M | 0.66% | −15,605−4.8% | Reduced |
| Smith Group Asset Management, LLC | 307,686 | $50.4M | 2.58% | +307,686 | New |
| Impax Asset Management Group plc | 304,159 | $49.8M | 0.20% | +349+0.1% | Added |
| Stephens Inc | 299,848 | $49.1M | 0.76% | −20,014−6.3% | Reduced |
| Glenview Trust Co | 299,823 | $49.1M | 1.90% | +4,361+1.5% | Added |
| Donaldson Capital Management, LLC | 299,292 | $49.0M | 2.47% | −74,037−19.8% | Reduced |
| Ancora Advisors, LLC | 299,187 | $49.0M | 1.27% | +9,830+3.4% | Added |
| Beacon Investment Advisory Services, Inc. | 298,655 | $48.9M | 2.02% | −4,823−1.6% | Reduced |
| Candriam Luxembourg S.C.A. | 298,234 | $48.8M | 0.33% | −7,033−2.3% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 294,256 | $48.2M | 1.75% | +294,256 | New |
| American National Insurance Co | 294,211 | $48.2M | 1.81% | −195−0.1% | Reduced |
| Erste Asset Management GmbH | 289,486 | $48.0M | 0.95% | −3,040−1.0% | Reduced |
| Hartford Investment Management Co | 292,123 | $47.8M | 1.32% | −39,771−12.0% | Reduced |
| Roffman Miller Associates Inc | 291,748 | $47.8M | 3.55% | −253,809−46.5% | Reduced |
| South Dakota Investment Council | 290,809 | $47.6M | 0.85% | −4,600−1.6% | Reduced |