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 |
|---|---|---|---|---|---|
| Neville Rodie & Shaw Inc | 147,093 | $24.1M | 1.87% | +2,055+1.4% | Added |
| Reilly Financial Advisors, LLC | 146,965 | $24.1M | 2.07% | +5,171+3.6% | Added |
| BLB&B Advisors, LLC | 146,141 | $23.9M | 1.60% | +8,668+6.3% | Added |
| Vancity Investment Management Ltd | 145,976 | $23.9M | 3.05% | +13,666+10.3% | Added |
| Rockland Trust Co | 145,937 | $23.9M | 1.67% | −2,460−1.7% | Reduced |
| Easterly Investment Partners LLC | 145,865 | $23.9M | 1.62% | +138,632+1,916.7% | Added |
| Man Group plc | 145,786 | $23.9M | 0.08% | −91,590−38.6% | Reduced |
| Private Asset Management Inc | 145,305 | $23.8M | 3.24% | −903−0.6% | Reduced |
| Resources Management Corp | 144,878 | $23.7M | 3.41% | −332−0.2% | Reduced |
| Grand Jean Capital Management Inc | 144,869 | $23.7M | 5.99% | +3,485+2.5% | Added |
| Trust Co of Vermont | 144,696 | $23.7M | 1.68% | +1,442+1.0% | Added |
| Laurion Capital Management LP | 144,481 | $23.6M | 0.34% | +141,812+5,313.3% | Added |
| First American Bank | 144,326 | $23.6M | 1.37% | +6,367+4.6% | Added |
| Lido Advisors, LLC | 144,275 | $23.6M | 0.53% | −10,829−7.0% | Reduced |
| Wolverine Trading, LLC | 141,210 | $23.4M | 0.48% | +77,231+120.7% | Added |
| U.S. Capital Wealth Advisors, LLC | 144,692 | $23.4M | 1.01% | +144,692 | New |
| Patten & Patten Inc | 142,446 | $23.3M | 1.77% | +77+0.1% | Added |
| Ulysses Management LLC | 141,500 | $23.2M | 4.10% | +115,000+434.0% | Added |
| Acadian Asset Management LLC | 141,115 | $23.1M | 0.09% | −93,027−39.7% | Reduced |
| Bank of the West | 140,922 | $23.1M | 2.41% | +4,527+3.3% | Added |
| Parsons Capital Management Inc | 140,668 | $23.0M | 1.80% | −406−0.3% | Reduced |
| Narwhal Capital Management | 140,296 | $23.0M | 2.90% | +647+0.5% | Added |
| Bailard, Inc. | 140,190 | $22.9M | 0.78% | −1,297−0.9% | Reduced |
| Kiwi Wealth Investments Limited Partnership | 139,597 | $22.9M | 1.16% | +18,650+15.4% | Added |
| Banque Cantonale Vaudoise | 138,876 | $22.7M | 0.98% | +36,800+36.1% | Added |
| Fukoku Mutual Life Insurance Co | 138,781 | $22.7M | 1.78% | +1,350+1.0% | Added |
| Bollard Group LLC | 137,755 | $22.5M | 0.74% | +7,781+6.0% | Added |
| Logan Capital Management Inc | 137,665 | $22.5M | 1.05% | −10,069−6.8% | Reduced |
| Cullinan Associates Inc | 136,925 | $22.4M | 1.24% | −11,752−7.9% | Reduced |
| Courant Investment Management LLC | 136,592 | $22.4M | 18.87% | 00.0% | Unchanged |
| Churchill Management Corp | 136,572 | $22.4M | 0.34% | +32,809+31.6% | Added |
| Dixon Mitchell Investment Counsel Inc. | 135,221 | $22.1M | 1.55% | +7,429+5.8% | Added |
| UBS Oconnor LLC | 135,000 | $22.1M | 0.19% | −5,000−3.6% | Reduced |
| Absher Wealth Management, LLC | 134,615 | $22.0M | 4.08% | −7,513−5.3% | Reduced |
| Edge Capital Group, LLC | 134,092 | $21.9M | 1.75% | −939−0.7% | Reduced |
| Verity & Verity, LLC | 127,377 | $21.7M | 3.25% | +154+0.1% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 131,243 | $21.5M | 1.23% | +26,259+25.0% | Added |
| Albion Financial Group | 129,653 | $21.2M | 1.86% | −2,115−1.6% | Reduced |
| Davidson Investment Advisors | 129,543 | $21.2M | 1.65% | −629−0.5% | Reduced |
| Norinchukin Bank, The | 129,242 | $21.2M | 0.29% | +9,886+8.3% | Added |
| Jones Financial Companies LLLP | 128,911 | $21.1M | 0.03% | −2,263−1.7% | Reduced |
| Atlantic Union Bankshares Corp | 128,878 | $21.1M | 1.99% | −1,447−1.1% | Reduced |
| Hi-Line Capital Management, LLC | 128,664 | $21.1M | 7.52% | +3,732+3.0% | Added |
| Cypress Capital Management LLC | 135,048 | $21.0M | 2.78% | 00.0% | Unchanged |
| Middleton & Co Inc | 127,903 | $20.9M | 2.24% | +330.0% | Added |
| Kanawha Capital Management LLC | 127,656 | $20.9M | 1.93% | −1,406−1.1% | Reduced |
| Stillwater Capital Advisors, LLC | 127,282 | $20.8M | 3.43% | −1,424−1.1% | Reduced |
| Banque Pictet & Cie SA | 127,199 | $20.8M | 0.22% | −127−0.1% | Reduced |
| Advisor Partners LLC | 127,157 | $20.8M | 1.40% | −1,402−1.1% | Reduced |
| Ironvine Capital Partners, LLC | 126,150 | $20.6M | 2.19% | −16,533−11.6% | Reduced |
| Focus Financial Network, Inc. | 125,922 | $20.6M | 2.75% | +896+0.7% | Added |
| Sigma Planning Corp | 125,529 | $20.5M | 0.62% | −1,513−1.2% | Reduced |
| Tufton Capital Management | 125,327 | $20.5M | 3.47% | −1,142−0.9% | Reduced |
| Forbes J M & Co LLP | 125,274 | $20.5M | 2.59% | +1,542+1.2% | Added |
| Callahan Advisors, LLC | 124,659 | $20.4M | 2.57% | +1,517+1.2% | Added |
| Moors & Cabot, Inc. | 124,580 | $20.4M | 1.28% | +2,516+2.1% | Added |
| Regentatlantic Capital LLC | 123,961 | $20.3M | 0.61% | +5,126+4.3% | Added |
| Cantor Fitzgerald Investment Adviser L.P. | 123,941 | $20.3M | 1.50% | −674−0.5% | Reduced |
| United Asset Strategies, Inc. | 123,781 | $20.3M | 2.61% | +33,020+36.4% | Added |
| Thompson Siegel & Walmsley LLC | 123,749 | $20.3M | 0.29% | −109−0.1% | Reduced |
| Osborne Partners Capital Management, LLC | 123,337 | $20.2M | 1.62% | +1,598+1.3% | Added |
| Ossiam | 122,976 | $20.1M | 0.57% | −157,804−56.2% | Reduced |
| Dakota Wealth Management | 122,632 | $20.1M | 2.32% | −107−0.1% | Reduced |
| Advisory Research Inc | 122,631 | $20.1M | 1.29% | −40,248−24.7% | Reduced |
| Kemnay Advisory Services Inc. | 122,500 | $20.1M | 2.63% | 00.0% | Unchanged |
| Rempart Asset Management Inc. | 121,829 | $19.9M | 4.20% | +1,586+1.3% | Added |
| Rbo & Co LLC | 120,849 | $19.8M | 3.47% | 00.0% | Unchanged |
| Birch Hill Investment Advisors LLC | 119,795 | $19.6M | 1.05% | +520+0.4% | Added |
| Financial Partners Capital Management LLC | 119,323 | $19.5M | 3.57% | −1,450−1.2% | Reduced |
| Alley Co LLC | 119,244 | $19.5M | 3.50% | +1,734+1.5% | Added |
| CSM Advisors, LLC | 118,760 | $19.4M | 1.45% | +300+0.3% | Added |
| O'Shaughnessy Asset Management, LLC | 118,278 | $19.4M | 0.40% | −78,602−39.9% | Reduced |
| Motco | 118,087 | $19.3M | 1.26% | +61+0.1% | Added |
| Northwest & Ethical Investments L.P. | 117,727 | $19.3M | 0.63% | −2,374−2.0% | Reduced |
| Avantax Advisory Services, Inc. | 117,505 | $19.2M | 0.32% | +9,669+9.0% | Added |
| Maryland Capital Management | 117,264 | $19.2M | 1.15% | +7,531+6.9% | Added |
| Linscomb & Williams, Inc. | 116,980 | $19.1M | 0.99% | −1,240−1.0% | Reduced |
| Osher Van de Voorde Investment Management | 116,744 | $19.1M | 4.90% | −93−0.1% | Reduced |
| Cabot Wealth Management Inc | 116,667 | $19.1M | 2.56% | −1,492−1.3% | Reduced |
| Bourgeon Capital Management LLC | 116,007 | $19.0M | 4.06% | −596−0.5% | Reduced |
| Stonebridge Capital Advisors LLC | 115,723 | $18.9M | 2.30% | −770−0.7% | Reduced |
| Overbrook Management Corp | 115,660 | $18.9M | 4.11% | −1,780−1.5% | Reduced |
| Capital International Sarl | 115,360 | $18.9M | 1.67% | −7,029−5.7% | Reduced |
| Endurance Wealth Management, Inc. | 115,291 | $18.9M | 2.10% | −1,290−1.1% | Reduced |
| Webster Bank, N. A. | 114,928 | $18.8M | 2.10% | +135+0.1% | Added |
| Gluskin Sheff & Assoc Inc | 114,724 | $18.8M | 0.79% | +167+0.1% | Added |
| Torray LLC | 114,602 | $18.8M | 2.87% | +294+0.3% | Added |
| First Long Island Investors, LLC | 114,589 | $18.8M | 1.61% | +4,531+4.1% | Added |
| Evergreen Capital Management LLC | 114,267 | $18.7M | 0.84% | +13,052+12.9% | Added |
| Steigerwald, Gordon & Koch Inc. | 113,948 | $18.7M | 3.05% | −787−0.7% | Reduced |
| Guardian Capital Advisors LP | 111,308 | $18.6M | 1.93% | +160+0.1% | Added |
| Ninety One SA (PTY) Ltd | 112,498 | $18.5M | 7.19% | +106,899+1,909.3% | Added |
| Liontrust Investment Partners LLP | 113,000 | $18.5M | 0.26% | +113,000 | New |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 112,280 | $18.4M | 0.36% | +112,280 | New |
| Norris Perne & French LLP | 112,268 | $18.4M | 1.58% | −21,241−15.9% | Reduced |
| J.P. Marvel Investment Advisors, LLC | 111,971 | $18.3M | 5.52% | −170−0.2% | Reduced |
| Drexel Morgan & Co. | 111,606 | $18.3M | 5.87% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 111,521 | $18.3M | 0.67% | +1,254+1.1% | Added |
| Ashburton (Jersey) Ltd | 111,451 | $18.2M | 8.05% | −8,453−7.0% | Reduced |
| MainStreet Investment Advisors LLC | 111,439 | $18.2M | 1.76% | −1,780−1.6% | Reduced |