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 |
|---|---|---|---|---|---|
| Pictet & Cie (Europe) SA | 203,110 | $33.2M | 1.23% | 00.0% | Unchanged |
| Spire Wealth Management | 200,693 | $33.1M | 0.88% | +4,500+2.3% | Added |
| Achmea Investment Management B.V. | 201,719 | $33.0M | 1.00% | −6,183−3.0% | Reduced |
| Galvin, Gaustad & Stein, LLC | 201,655 | $33.0M | 3.19% | +1,892+0.9% | Added |
| Cetera Advisors LLC | 201,302 | $33.0M | 0.64% | +31,322+18.4% | Added |
| Shufro Rose & Co LLC | 201,051 | $32.9M | 2.58% | +3,463+1.8% | Added |
| First Horizon Advisors, Inc. | 200,938 | $32.9M | 1.07% | +77,173+62.4% | Added |
| PFS Investments Inc. | 192,882 | $32.6M | 0.67% | +15,892+9.0% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 199,115 | $32.6M | 0.12% | −137,588−40.9% | Reduced |
| Wealthfront Advisers LLC | 198,920 | $32.6M | 0.15% | +22,238+12.6% | Added |
| Crossmark Global Holdings, Inc. | 198,809 | $32.5M | 0.76% | +3,808+2.0% | Added |
| Clearstead Advisors, LLC | 198,737 | $32.5M | 2.43% | +228+0.1% | Added |
| New Mexico Educational Retirement Board | 198,150 | $32.4M | 1.13% | −5,300−2.6% | Reduced |
| Smith, Salley & Associates | 197,788 | $32.4M | 2.55% | +3,110+1.6% | Added |
| Congress Asset Management Co | 195,761 | $32.0M | 0.25% | +22,049+12.7% | Added |
| Qci Asset Management Inc | 194,584 | $31.9M | 1.85% | +1,315+0.7% | Added |
| Salem Investment Counselors Inc | 193,295 | $31.6M | 1.73% | +6,117+3.3% | Added |
| Silvercrest Asset Management Group LLC | 192,813 | $31.6M | 0.21% | −11,285−5.5% | Reduced |
| Adams Diversified Equity Fund, Inc. | 190,500 | $31.2M | 1.23% | −85,000−30.9% | Reduced |
| Janney Capital Management LLC | 189,598 | $31.0M | 2.08% | −6,236−3.2% | Reduced |
| Old National Bancorp | 187,419 | $30.7M | 1.16% | −5,068−2.6% | Reduced |
| LaFleur & Godfrey LLC | 187,056 | $30.6M | 4.23% | +1,804+1.0% | Added |
| Palisade Capital Management LLC | 186,848 | $30.6M | 0.67% | −530−0.3% | Reduced |
| Citizens Financial Group Inc | 186,406 | $30.5M | 1.13% | −72,300−27.9% | Reduced |
| Veritable, L.P. | 186,368 | $30.5M | 0.49% | +1,764+1.0% | Added |
| Louisiana State Employees Retirement System | 186,000 | $30.4M | 0.74% | −2,700−1.4% | Reduced |
| Morningstar Investment Services LLC | 182,521 | $30.3M | 0.36% | −2,237−1.2% | Reduced |
| Central Trust Co | 184,328 | $30.2M | 1.08% | +5,043+2.8% | Added |
| Sit Investment Associates Inc | 183,811 | $30.1M | 0.78% | −3,225−1.7% | Reduced |
| Main Street Research LLC | 183,237 | $30.0M | 2.62% | +6,685+3.8% | Added |
| Oakworth Capital, Inc. | 182,804 | $29.9M | 2.89% | +4,031+2.3% | Added |
| Community Trust & Investment Co | 182,188 | $29.8M | 2.49% | +14,715+8.8% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 180,158 | $29.5M | 0.46% | −21,060−10.5% | Reduced |
| Tower Bridge Advisors | 179,865 | $29.4M | 1.96% | +3,333+1.9% | Added |
| Hyman Charles D | 179,690 | $29.4M | 2.06% | +6,466+3.7% | Added |
| FineMark National Bank & Trust | 179,519 | $29.4M | 1.24% | −289−0.2% | Reduced |
| Pacer Advisors, Inc. | 178,725 | $29.3M | 0.37% | +2,532+1.4% | Added |
| Ieq Capital, LLC | 178,230 | $29.2M | 0.77% | +7,213+4.2% | Added |
| American Assets Investment Management, LLC | 177,600 | $29.1M | 3.60% | 00.0% | Unchanged |
| Sandy Spring Bank | 177,270 | $29.0M | 1.54% | −943−0.5% | Reduced |
| Brinker Capital Investments, LLC | 185,438 | $28.9M | 0.46% | −290.0% | Reduced |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 175,990 | $28.8M | 2.06% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 175,547 | $28.7M | 0.90% | −57,504−24.7% | Reduced |
| Randolph Co Inc | 175,529 | $28.7M | 3.69% | −700.0% | Reduced |
| Cardinal Capital Management, Inc. | 174,150 | $28.5M | 1.56% | +140+0.1% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 173,992 | $28.5M | 1.78% | −8,200−4.5% | Reduced |
| Kentucky Retirement Systems | 173,561 | $28.4M | 1.34% | −2,713−1.5% | Reduced |
| Wade G W & Inc | 173,431 | $28.4M | 1.35% | +1,351+0.8% | Added |
| Thomasville National Bank | 172,828 | $28.3M | 2.93% | +5,754+3.4% | Added |
| Baker Avenue Asset Management, LP | 172,077 | $28.2M | 1.64% | +2,018+1.2% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 171,861 | $28.1M | 2.20% | −2,142−1.2% | Reduced |
| Howe & Rusling Inc | 171,537 | $28.1M | 3.52% | +5,949+3.6% | Added |
| Arvest Bank Trust Division | 171,478 | $28.1M | 1.57% | −1,084−0.6% | Reduced |
| BTR Capital Management Inc | 169,572 | $27.8M | 3.44% | +3,291+2.0% | Added |
| McDonald Capital Investors Inc | 168,582 | $27.6M | 2.14% | −5,360−3.1% | Reduced |
| Brewin Dolphin Ltd | 167,868 | $27.5M | 1.13% | +5,392+3.3% | Added |
| Graticule Asia Macro Advisors LLC | 167,581 | $27.4M | 5.16% | +167,581 | New |
| Appleton Partners Inc | 167,570 | $27.4M | 2.28% | +5,836+3.6% | Added |
| Wharton Business Group, LLC | 167,461 | $27.4M | 2.78% | +9,640+6.1% | Added |
| Kingsview Wealth Management, LLC | 167,346 | $27.4M | 1.30% | +8,083+5.1% | Added |
| Doyle Wealth Management | 167,328 | $27.4M | 2.18% | +2,637+1.6% | Added |
| KCM Investment Advisors LLC | 166,611 | $27.3M | 1.09% | +4,019+2.5% | Added |
| Atria Investments LLC | 166,255 | $27.2M | 0.49% | +18,124+12.2% | Added |
| Cresset Asset Management, LLC | 165,526 | $27.1M | 0.36% | +11,527+7.5% | Added |
| Carret Asset Management, LLC | 164,914 | $27.0M | 3.22% | −662−0.4% | Reduced |
| Northeast Financial Consultants Inc | 164,099 | $26.9M | 1.79% | +1,406+0.9% | Added |
| Abner Herrman & Brock LLC | 162,462 | $26.6M | 3.74% | −3,234−2.0% | Reduced |
| Beach Investment Counsel Inc | 162,412 | $26.6M | 2.52% | −336−0.2% | Reduced |
| Marco Investment Management LLC | 162,217 | $26.6M | 2.93% | +1,685+1.0% | Added |
| First Fiduciary Investment Counsel, Inc. | 162,129 | $26.5M | 5.18% | −6,077−3.6% | Reduced |
| Hosking Partners LLP | 161,886 | $26.5M | 0.66% | −19,467−10.7% | Reduced |
| Maple Capital Management, Inc. | 161,458 | $26.4M | 3.35% | +1,837+1.2% | Added |
| Destination Wealth Management | 160,374 | $26.3M | 1.02% | −5,067−3.1% | Reduced |
| Rothschild Investment Corp | 160,094 | $26.2M | 2.20% | −8,286−4.9% | Reduced |
| Weitz Investment Management, Inc.SuperinvestorWeitz Investment Management | 160,000 | $26.2M | 1.10% | 00.0% | Unchanged |
| Tocqueville Asset Management L.P. | 159,933 | $26.2M | 0.39% | −1,461−0.9% | Reduced |
| HighPoint Advisor Group LLC | 159,545 | $26.1M | 2.56% | +2,347+1.5% | Added |
| Wilsey Asset Management Inc | 159,392 | $26.1M | 6.37% | −3,601−2.2% | Reduced |
| Waratah Capital Advisors Ltd. | 158,480 | $25.9M | 1.33% | +61,101+62.7% | Added |
| James Investment Research Inc | 157,952 | $25.9M | 2.40% | −1,120−0.7% | Reduced |
| Vontobel Holding Ltd. | 157,554 | $25.8M | 0.23% | +21,061+15.4% | Added |
| South State Corp. | 156,940 | $25.7M | 2.16% | −933−0.6% | Reduced |
| Villere St Denis J & Co LLC | 156,807 | $25.7M | 1.49% | −3,216−2.0% | Reduced |
| Venator Management LLC | 156,102 | $25.6M | 6.86% | +1,065+0.7% | Added |
| Aristotle Atlantic Partners, LLC | 156,097 | $25.6M | 1.69% | +2,731+1.8% | Added |
| Penserra Capital Management LLC | 156,047 | $25.5M | 0.53% | +25,504+19.5% | Added |
| Independent Advisor Alliance | 153,957 | $25.2M | 1.40% | −9,818−6.0% | Reduced |
| Azimuth Capital Management LLC | 152,823 | $25.0M | 1.07% | −2,864−1.8% | Reduced |
| Willis Investment Counsel | 151,303 | $24.8M | 1.42% | +180+0.1% | Added |
| Foster Dykema Cabot & Co Inc | 151,150 | $24.7M | 3.08% | −856−0.6% | Reduced |
| Noesis Capital Mangement Corp | 151,082 | $24.7M | 4.83% | +1,989+1.3% | Added |
| FDx Advisors, Inc. | 150,806 | $24.7M | 0.79% | +5,702+3.9% | Added |
| Wesleyan Assurance Society | 150,207 | $24.6M | 3.14% | 00.0% | Unchanged |
| Blue Chip Partners, Inc. | 150,003 | $24.6M | 3.45% | +2,197+1.5% | Added |
| Capital Investment Advisors, LLC | 149,964 | $24.5M | 0.83% | +7,442+5.2% | Added |
| Northwestern Mutual Investment Management Company, LLC | 149,786 | $24.5M | 0.49% | +12,317+9.0% | Added |
| Farmers & Merchants Investments Inc | 149,582 | $24.5M | 1.03% | +20,074+15.5% | Added |
| Lowe Brockenbrough & Co Inc | 149,041 | $24.4M | 1.90% | −25,009−14.4% | Reduced |
| Manitou Investment Management Ltd. | 148,494 | $24.3M | 4.45% | +175+0.1% | Added |
| Tdam USA Inc. | 148,057 | $24.2M | 1.60% | −454−0.3% | Reduced |