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 |
|---|---|---|---|---|---|
| Bridges Investment Management Inc | 289,516 | $47.4M | 1.49% | −5,656−1.9% | Reduced |
| Payden & Rygel | 289,056 | $47.3M | 2.46% | −4,200−1.4% | Reduced |
| Shell Asset Management Co | 288,027 | $47.1M | 1.06% | −15,628−5.1% | Reduced |
| ING Groep NV | 287,066 | $47.0M | 0.60% | −284,583−49.8% | Reduced |
| Moody Lynn & Lieberson, LLC | 283,290 | $46.4M | 3.48% | −16,630−5.5% | Reduced |
| Capital Advisors Inc | 278,336 | $45.6M | 1.35% | +5,978+2.2% | Added |
| Massmutual Trust Co FSB | 276,900 | $45.3M | 1.87% | +12,247+4.6% | Added |
| ZWJ Investment Counsel Inc | 276,862 | $45.3M | 2.57% | −2,585−0.9% | Reduced |
| Bryn Mawr Trust Co | 276,444 | $45.3M | 1.75% | −3,278−1.2% | Reduced |
| First National Bank of Omaha | 274,864 | $45.0M | 2.28% | −22,011−7.4% | Reduced |
| North Star Investment Management Corp. | 273,459 | $44.8M | 3.63% | +1,386+0.5% | Added |
| WestEnd Advisors, LLC | – | $44.3M | 1.33% | – | – |
| Chartwell Investment Partners, LLC | 268,013 | $43.9M | 1.37% | +361+0.1% | Added |
| Advisors Capital Management, LLC | 265,464 | $43.5M | 1.33% | +9,130+3.6% | Added |
| ArrowMark Colorado Holdings LLC | 264,989 | $43.4M | 0.34% | −39,000−12.8% | Reduced |
| Whittier Trust Co of Nevada Inc | 264,837 | $43.4M | 1.77% | +4,063+1.6% | Added |
| Capital International Ltd | 264,446 | $43.3M | 2.36% | −5,978−2.2% | Reduced |
| Braun Stacey Associates Inc | 262,930 | $43.0M | 1.72% | −5,324−2.0% | Reduced |
| Nexus Investment Management ULC | 262,497 | $43.0M | 4.64% | −17,973−6.4% | Reduced |
| Vantage Investment Partners, LLC | 261,190 | $42.8M | 2.23% | +186,943+251.8% | Added |
| Alpha Cubed Investments, LLC | 258,229 | $42.3M | 3.18% | −3,626−1.4% | Reduced |
| Vestor Capital, LLC | 257,981 | $42.2M | 4.41% | +8,719+3.5% | Added |
| Cornerstone Advisors, LLC | 257,000 | $42.1M | 2.44% | 00.0% | Unchanged |
| PM Capital Ltd | 256,978 | $42.1M | 7.90% | −7,770−2.9% | Reduced |
| Flputnam Investment Management Co | 256,251 | $41.9M | 1.42% | +4,872+1.9% | Added |
| Campbell Newman Asset Management Inc | 255,059 | $41.8M | 4.27% | +287+0.1% | Added |
| Chilton Capital Management LLC | 255,018 | $41.7M | 2.37% | +1,666+0.7% | Added |
| Gillespie Robinson & Grimm Inc | 254,978 | $41.7M | 3.52% | −1,585−0.6% | Reduced |
| Busey Wealth Management | 253,848 | $41.6M | 1.67% | +8,534+3.5% | Added |
| Taurus Asset Management, LLC | 251,101 | $41.1M | 4.28% | +533+0.2% | Added |
| Sabal Trust CO | 250,323 | $41.0M | 2.93% | +1,483+0.6% | Added |
| Securian Asset Management, Inc | 249,332 | $40.8M | 0.84% | −5,968−2.3% | Reduced |
| Anchor Capital Advisors LLC | 249,002 | $40.8M | 0.85% | −268−0.1% | Reduced |
| Meyer Handelman Co | 248,902 | $40.7M | 1.67% | −1000.0% | Reduced |
| Mercer Global Advisors Inc | 248,132 | $40.6M | 0.28% | +7,712+3.2% | Added |
| First Manhattan Co | 247,447 | $40.5M | 0.15% | +1,034+0.4% | Added |
| SeaTown Holdings Pte. Ltd. | 246,740 | $40.4M | 1.80% | +48,400+24.4% | Added |
| Cumberland Partners Ltd | 246,548 | $40.4M | 3.31% | −4,735−1.9% | Reduced |
| Beacon Pointe Advisors, LLC | 246,188 | $40.3M | 0.99% | +136,485+124.4% | Added |
| Daiwa Securities Group Inc. | 245,606 | $40.2M | 0.26% | +18,320+8.1% | Added |
| Global Frontier Investments LLC | 245,000 | $40.1M | 29.26% | 00.0% | Unchanged |
| Levin Capital Strategies, L.P. | 244,620 | $40.0M | 4.10% | −860−0.4% | Reduced |
| Crestwood Advisors Group LLC | 244,174 | $40.0M | 1.13% | −380.0% | Reduced |
| Argent Trust Co | 243,929 | $39.9M | 2.57% | +6,189+2.6% | Added |
| Baskin Financial Services Inc. | 242,077 | $39.6M | 3.52% | +5,224+2.2% | Added |
| NS Partners Ltd | 241,374 | $39.5M | 2.01% | −114,093−32.1% | Reduced |
| Hexavest Inc. | 238,840 | $39.1M | 2.38% | −45,092−15.9% | Reduced |
| Spears Abacus Advisors LLC | 236,357 | $38.7M | 2.80% | +1,772+0.8% | Added |
| Parallax Volatility Advisers, L.P. | 235,694 | $38.6M | 0.41% | −13,249−5.3% | Reduced |
| Fishman Jay A Ltd | 235,348 | $38.5M | 4.77% | −6,932−2.9% | Reduced |
| Private Wealth Partners, LLC | 235,314 | $38.5M | 3.58% | −1,002−0.4% | Reduced |
| Ruffer LLP | 231,431 | $38.5M | 1.22% | −10,246−4.2% | Reduced |
| Barr E S & Co | 235,089 | $38.5M | 2.77% | −825−0.3% | Reduced |
| Clifford Swan Investment Counsel LLC | 224,293 | $38.1M | 1.40% | −1,086−0.5% | Reduced |
| Central Securities Corp | 230,000 | $37.6M | 3.99% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 229,454 | $37.6M | 2.07% | +1,569+0.7% | Added |
| Franklin Street Advisors Inc | 229,083 | $37.5M | 3.18% | +17,315+8.2% | Added |
| Vigilant Capital Management, LLC | 229,021 | $37.5M | 3.00% | −2,520−1.1% | Reduced |
| Maryland State Retirement & Pension System | 226,480 | $37.4M | 1.06% | −2,036−0.9% | Reduced |
| National Mutual Insurance Federation of Agricultural Cooperatives | 227,900 | $37.3M | 0.32% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 227,845 | $37.3M | 0.71% | −22,100−8.8% | Reduced |
| First National Trust Co | 227,494 | $37.2M | 2.22% | +9,300+4.3% | Added |
| AE Wealth Management LLC | 227,098 | $37.2M | 0.31% | +15,289+7.2% | Added |
| Stratos Wealth Partners, LTD. | 226,694 | $37.1M | 0.94% | +1,683+0.7% | Added |
| Ziegler Capital Management, LLC | 226,427 | $37.1M | 1.34% | −50,857−18.3% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 226,425 | $37.1M | 1.40% | +39,233+21.0% | Added |
| Dana Investment Advisors, Inc. | 226,373 | $37.1M | 1.68% | −25,242−10.0% | Reduced |
| Ingalls & Snyder LLC | 224,743 | $36.8M | 1.70% | −12,375−5.2% | Reduced |
| Polar Capital Holdings Plc | 224,675 | $36.8M | 0.20% | −4,556−2.0% | Reduced |
| Cetera Investment Advisers | 224,646 | $36.8M | 0.58% | +4,594+2.1% | Added |
| Schwerin Boyle Capital Management Inc | 222,535 | $36.4M | 3.07% | −125−0.1% | Reduced |
| Mairs & Power Inc | 222,062 | $36.3M | 0.36% | +2,385+1.1% | Added |
| Highland Capital Management, LLC | 220,877 | $36.2M | 2.19% | −3,878−1.7% | Reduced |
| Stock Yards Bank & Trust Co | 220,740 | $36.1M | 2.28% | +7,996+3.8% | Added |
| Gradient Investments LLC | 219,031 | $35.9M | 1.00% | +28,747+15.1% | Added |
| Klingenstein Fields & Co LP | 218,815 | $35.8M | 1.53% | −2,946−1.3% | Reduced |
| Markel Group Inc.SuperinvestorMarkel Group | 216,550 | $35.4M | 0.45% | 00.0% | Unchanged |
| Heritage Investors Management Corp | 216,273 | $35.4M | 1.49% | −4,462−2.0% | Reduced |
| Matrix Asset Advisors Inc | 215,223 | $35.2M | 4.96% | +730+0.3% | Added |
| Hancock Whitney Corp | 214,981 | $35.2M | 1.23% | −16,252−7.0% | Reduced |
| Stewart & Patten Co LLC | 214,941 | $35.2M | 5.75% | −3,535−1.6% | Reduced |
| Cetera Advisor Networks LLC | 214,683 | $35.1M | 0.48% | +19,824+10.2% | Added |
| Xponance, Inc. | 214,259 | $35.1M | 0.67% | −16,929−7.3% | Reduced |
| Front Barnett Associates LLC | 214,046 | $35.0M | 3.60% | −2,419−1.1% | Reduced |
| Northeast Investment Management | 213,723 | $35.0M | 1.87% | +1,980+0.9% | Added |
| Covington Capital Management | 213,562 | $35.0M | 1.32% | −2,121−1.0% | Reduced |
| Oak Associates, Ltd | 213,196 | $34.9M | 1.99% | +40.0% | Added |
| Howard Capital Management Group, LLC | 213,176 | $34.9M | 3.23% | +945+0.4% | Added |
| Roosevelt Investment Group LLC | 211,771 | $34.7M | 2.15% | −6,337−2.9% | Reduced |
| Venture Visionary Partners LLC | 211,429 | $34.6M | 2.46% | +16,637+8.5% | Added |
| Elo Mutual Pension Insurance Co | 210,806 | $34.5M | 1.11% | −2,538−1.2% | Reduced |
| Johnson Investment Counsel Inc | 210,436 | $34.4M | 0.46% | +2,481+1.2% | Added |
| Eagle Global Advisors LLC | 210,268 | $34.4M | 2.27% | +3,254+1.6% | Added |
| Ergoteles LLC | 210,083 | $34.4M | 1.27% | +170,968+437.1% | Added |
| First Foundation Advisors | 209,579 | $34.3M | 1.28% | +8,300+4.1% | Added |
| Estabrook Capital Management | 209,218 | $34.2M | 5.39% | −7,997−3.7% | Reduced |
| Chesley Taft & Associates LLC | 207,269 | $33.9M | 1.93% | +1,765+0.9% | Added |
| Bank of Nova Scotia Trust Co | 205,333 | $33.6M | 3.03% | +826+0.4% | Added |
| St Germain D J Co Inc | 205,005 | $33.6M | 2.07% | −5,370−2.6% | Reduced |
| Renaissance Technologies LLC | 203,286 | $33.3M | 0.04% | −230,900−53.2% | Reduced |