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 North America Advisors SA | 110,073 | $18.0M | 1.78% | −285−0.3% | Reduced |
| Grassi Investment Management | 110,048 | $18.0M | 2.03% | −98−0.1% | Reduced |
| Culbertson A N & Co Inc | 109,805 | $18.0M | 3.68% | +1,742+1.6% | Added |
| Woodley Farra Manion Portfolio Management Inc | 109,469 | $17.9M | 1.48% | −5,205−4.5% | Reduced |
| National Asset Management, Inc. | 109,387 | $17.9M | 0.57% | +10,725+10.9% | Added |
| SG Americas Securities, LLC | 108,823 | $17.8M | 0.10% | −704,945−86.6% | Reduced |
| Omers Administration Corp | 108,564 | $17.8M | 0.26% | +108,564 | New |
| Baltimore-Washington Financial Advisors, Inc. | 108,185 | $17.7M | 1.56% | +4,085+3.9% | Added |
| Dearborn Partners LLC | 107,920 | $17.7M | 0.72% | −1,701−1.6% | Reduced |
| Meridian Wealth Management, LLC | 107,613 | $17.6M | 2.17% | +584+0.5% | Added |
| Freemont Management S.A. | 107,400 | $17.6M | 2.36% | +400+0.4% | Added |
| Amica Mutual Insurance Co | 106,543 | $17.4M | 1.82% | 00.0% | Unchanged |
| NBT Bank N A | 106,043 | $17.4M | 2.41% | −3,396−3.1% | Reduced |
| Alerus Financial NA | 106,000 | $17.4M | 1.58% | −10,079−8.7% | Reduced |
| Canandaigua National Corp | 105,740 | $17.3M | 2.82% | −473−0.4% | Reduced |
| Adell Harriman & Carpenter Inc | 105,653 | $17.3M | 1.80% | −1,857−1.7% | Reduced |
| KMG Fiduciary Partners, LLC | 105,543 | $17.3M | 2.94% | +2,738+2.7% | Added |
| Kestra Private Wealth Services, LLC | 105,532 | $17.3M | 0.96% | +926+0.9% | Added |
| Corient Capital Partners, LLC | 105,501 | $17.3M | 1.26% | +4,583+4.5% | Added |
| Anderson Hoagland & Co | 105,337 | $17.2M | 2.20% | −1,509−1.4% | Reduced |
| Rothschild Capital Partners, LLC | 105,133 | $17.2M | 5.50% | −345−0.3% | Reduced |
| Matthew 25 Management Corp | 105,000 | $17.2M | 4.87% | −5,000−4.5% | Reduced |
| EFG Asset Management (Americas) Corp. | 104,560 | $17.2M | 3.05% | +6,922+7.1% | Added |
| United Bank | 104,626 | $17.1M | 2.29% | +93+0.1% | Added |
| Novare Capital Management LLC | 103,871 | $17.0M | 1.89% | +506+0.5% | Added |
| Fiduciary Group LLC | 99,052 | $17.0M | 1.93% | −614−0.6% | Reduced |
| Kings Point Capital Management | 103,646 | $17.0M | 1.52% | +3,559+3.6% | Added |
| Colonial Trust Advisors | 103,438 | $16.9M | 2.09% | −928−0.9% | Reduced |
| Community Bank of Raymore | 103,315 | $16.9M | 5.07% | +200+0.2% | Added |
| Montag A & Associates Inc | 103,301 | $16.9M | 0.91% | −1,719−1.6% | Reduced |
| Transcend Wealth Collective, LLC | 98,643 | $16.9M | 1.52% | +98,643 | New |
| Texas Yale Capital Corp. | 103,099 | $16.9M | 0.96% | −28,211−21.5% | Reduced |
| Baxter Bros Inc | 102,768 | $16.8M | 2.69% | +102,768 | New |
| Valeo Financial Advisors, LLC | 127,087 | $16.8M | 0.99% | +6,914+5.8% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 102,652 | $16.8M | 2.69% | +452+0.4% | Added |
| Alpine Woods Capital Investors, LLC | 102,506 | $16.8M | 1.79% | −1,726−1.7% | Reduced |
| Twin Capital Management Inc | 101,651 | $16.6M | 1.70% | −10,934−9.7% | Reduced |
| Kdi Capital Partners LLC | 101,615 | $16.6M | 5.74% | −6,916−6.4% | Reduced |
| Socorro Asset Management LP | 101,603 | $16.6M | 4.69% | +15,104+17.5% | Added |
| Myriad Asset Management Ltd. | 101,255 | $16.6M | 1.73% | +88,430+689.5% | Added |
| Sheaff Brock Investment Advisors, LLC | 101,006 | $16.5M | 1.61% | +930+0.9% | Added |
| Murphy Capital Management Inc | 100,203 | $16.4M | 1.92% | −1,059−1.0% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 100,091 | $16.4M | 1.16% | −2,158−2.1% | Reduced |
| Guardian Point Capital, LP | 100,000 | $16.4M | 3.79% | 00.0% | Unchanged |
| Asahi Life Asset Management Co., Ltd. | 99,773 | $16.3M | 2.23% | −12,818−11.4% | Reduced |
| Wallington Asset Management, LLC | 99,776 | $16.3M | 2.72% | +199+0.2% | Added |
| First Financial Bank - Trust Division | 99,523 | $16.3M | 1.79% | −61−0.1% | Reduced |
| Hantz Financial Services, Inc. | 97,865 | $16.0M | 0.52% | +14,253+17.0% | Added |
| Credit Agricole S A | 97,752 | $16.0M | 0.58% | −32,272−24.8% | Reduced |
| Aptus Capital Advisors, LLC | 96,758 | $15.8M | 0.63% | +11,631+13.7% | Added |
| Penobscot Investment Management Company, Inc. | 96,631 | $15.8M | 2.35% | −224−0.2% | Reduced |
| Advisory Services Network, LLC | 96,390 | $15.8M | 0.50% | +10,917+12.8% | Added |
| Prospera Financial Services Inc | 96,269 | $15.8M | 0.79% | +3,744+4.0% | Added |
| Richard Bernstein Advisors LLC | 96,155 | $15.7M | 0.32% | +5,427+6.0% | Added |
| Equitable Holdings, Inc. | 96,012 | $15.7M | 0.27% | +1,630+1.7% | Added |
| Clear Street Markets LLC | 95,976 | $15.7M | 3.46% | −28,605−23.0% | Reduced |
| Pendal Group Limited | 95,967 | $15.7M | 0.13% | +18,748+24.3% | Added |
| Washington Trust Bank | 95,848 | $15.7M | 1.83% | +2,389+2.6% | Added |
| Fort Pitt Capital Group, LLC | 95,828 | $15.7M | 0.65% | +9,140+10.5% | Added |
| Addenda Capital Inc. | 95,807 | $15.7M | 0.74% | +1,638+1.7% | Added |
| BTC Capital Management, Inc. | 95,341 | $15.6M | 1.75% | −2,174−2.2% | Reduced |
| Kornitzer Capital Management Inc | 95,049 | $15.6M | 0.24% | +1,425+1.5% | Added |
| Westchester Capital Management, Inc. | 94,961 | $15.5M | 4.33% | −66−0.1% | Reduced |
| Marshall Wace, LLP | 94,938 | $15.5M | 0.08% | +20,425+27.4% | Added |
| CWA Asset Management Group, LLC | 94,088 | $15.4M | 1.22% | +6,751+7.7% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 94,076 | $15.4M | 1.85% | +378+0.4% | Added |
| Wedbush Securities Inc | 93,813 | $15.4M | 0.73% | +898+1.0% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 93,671 | $15.3M | 0.60% | +1,539+1.7% | Added |
| TD Private Client Wealth LLC | 93,312 | $15.3M | 0.65% | +1,052+1.1% | Added |
| Cincinnati Casualty Co | 93,000 | $15.2M | 9.04% | 00.0% | Unchanged |
| Cincinnati Specialty Underwriters Insurance CO | 93,000 | $15.2M | 6.12% | 00.0% | Unchanged |
| Choate Investment Advisors | 92,418 | $15.1M | 0.97% | −1,468−1.6% | Reduced |
| Telemus Capital, LLC | 92,339 | $15.1M | 1.28% | +145+0.2% | Added |
| CCM Investment Advisers LLC | 92,091 | $15.1M | 1.96% | −218−0.2% | Reduced |
| EULAV Asset Management | 92,000 | $15.1M | 0.40% | −11,000−10.7% | Reduced |
| TruWealth Advisors, LLC | 91,971 | $15.1M | 1.68% | +1,905+2.1% | Added |
| Cigna Investments Inc | 91,799 | $15.0M | 1.12% | −2,760−2.9% | Reduced |
| New England Asset Management Inc | 91,752 | $15.0M | 0.26% | +4,230+4.8% | Added |
| Geneos Wealth Management Inc. | 89,812 | $15.0M | 0.58% | +4,065+4.7% | Added |
| Connors Investor Services Inc | 91,591 | $15.0M | 1.59% | +1,243+1.4% | Added |
| First American Trust, FSB | 91,482 | $15.0M | 2.26% | +3,495+4.0% | Added |
| Trust Co of Virginia | 91,242 | $14.9M | 1.66% | +1,045+1.2% | Added |
| Regent Investment Management LLC | 91,228 | $14.9M | 3.58% | −1,998−2.1% | Reduced |
| Psagot Investment House Ltd. | 90,984 | $14.9M | 2.57% | −304,510−77.0% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 90,984 | $14.9M | 2.57% | +90,984 | New |
| Edge Wealth Management LLC | 90,962 | $14.9M | 2.90% | +3,544+4.1% | Added |
| Rossmore Private Capital | 90,919 | $14.9M | 2.55% | −543−0.6% | Reduced |
| Profund Advisors LLC | 90,854 | $14.9M | 0.50% | −189,217−67.6% | Reduced |
| Private Trust Co NA | 90,387 | $14.8M | 2.15% | +1,674+1.9% | Added |
| First Citizens Bank & Trust Co | 90,104 | $14.7M | 0.70% | −133−0.1% | Reduced |
| Cincinnati Financial Corp | 90,000 | $14.7M | 0.36% | 00.0% | Unchanged |
| Simmons Bank | 89,989 | $14.7M | 1.07% | +5,160+6.1% | Added |
| Dowling & Yahnke LLC | 89,913 | $14.7M | 0.81% | −848−0.9% | Reduced |
| Lockheed Martin Investment Management Co | 89,820 | $14.7M | 0.80% | −44,402−33.1% | Reduced |
| Calamos Wealth Management LLC | 89,347 | $14.6M | 1.18% | +329+0.4% | Added |
| Leavell Investment Management, Inc. | 89,184 | $14.6M | 1.09% | +1,796+2.1% | Added |
| Alexandria Capital, LLC | 88,535 | $14.5M | 1.34% | −341−0.4% | Reduced |
| Adviser Investments LLC | 87,692 | $14.4M | 1.07% | +1,838+2.1% | Added |
| Bragg Financial Advisors, Inc | 87,614 | $14.3M | 0.92% | +957+1.1% | Added |
| Cannell Peter B & Co Inc | 87,560 | $14.3M | 0.44% | −2,006−2.2% | Reduced |