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 |
|---|---|---|---|---|---|
| Citizens Business Bank | 87,357 | $14.3M | 1.90% | −8,810−9.2% | Reduced |
| Hilton Capital Management, LLC | 87,212 | $14.3M | 1.40% | +900+1.0% | Added |
| Ledyard National Bank | 86,993 | $14.2M | 1.47% | +1,925+2.3% | Added |
| Biondo Investment Advisors, LLC | 86,974 | $14.2M | 2.44% | +566+0.7% | Added |
| BBVA USA | 86,946 | $14.2M | 0.83% | −7,448−7.9% | Reduced |
| Courier Capital LLC | 86,813 | $14.2M | 1.35% | −451−0.5% | Reduced |
| Cohen Capital Management, Inc. | 86,752 | $14.2M | 2.47% | −15,365−15.0% | Reduced |
| Freestone Capital Holdings, LLC | 86,449 | $14.2M | 0.71% | −5,305−5.8% | Reduced |
| River & Mercantile Asset Management LLP | 86,384 | $14.1M | 1.10% | −38,052−30.6% | Reduced |
| Prospector Partners LLC | 86,050 | $14.1M | 1.81% | −4,600−5.1% | Reduced |
| Vestmark Advisory Solutions, Inc. | 85,899 | $14.1M | 0.95% | +3,129+3.8% | Added |
| Sand Hill Global Advisors, LLC | 85,893 | $14.1M | 0.85% | −1,533−1.8% | Reduced |
| Circle Wealth Management, LLC | 85,709 | $14.0M | 2.02% | −2,116−2.4% | Reduced |
| Steel Peak Wealth Management LLC | 85,549 | $14.0M | 0.95% | +7,501+9.6% | Added |
| JCIC Asset Management Inc. | 85,420 | $14.0M | 4.60% | −190−0.2% | Reduced |
| World Asset Management Inc | 85,377 | $14.0M | 1.39% | −5,755−6.3% | Reduced |
| Peak Asset Management, LLC | 85,261 | $14.0M | 3.44% | +1,253+1.5% | Added |
| Cohen Klingenstein LLC | 85,126 | $13.9M | 0.61% | −11,053−11.5% | Reduced |
| Diversified Trust Co | 84,837 | $13.9M | 0.50% | −1,442−1.7% | Reduced |
| Lyell Wealth Management, LP | 84,126 | $13.8M | 1.67% | +356+0.4% | Added |
| Cape Cod Five Cents Savings Bank | 84,080 | $13.8M | 1.41% | +1,221+1.5% | Added |
| Rice Partnership, LLC | 84,031 | $13.8M | 4.35% | −616−0.7% | Reduced |
| IBM Retirement Fund | 83,868 | $13.7M | 1.07% | −943−1.1% | Reduced |
| Hoylecohen, LLC | 83,599 | $13.7M | 1.30% | −727−0.9% | Reduced |
| Integrated Advisors Network LLC | 83,427 | $13.7M | 0.91% | +5,645+7.3% | Added |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 83,150 | $13.6M | 2.49% | 00.0% | Unchanged |
| Transform Wealth, LLC | 82,715 | $13.5M | 1.55% | −486−0.6% | Reduced |
| IFP Advisors, Inc | 82,744 | $13.5M | 0.27% | +7,769+10.4% | Added |
| Hudson Valley Investment Advisors Inc | 82,496 | $13.5M | 2.32% | −669−0.8% | Reduced |
| Charter Trust Co | 82,471 | $13.5M | 1.26% | −1,044−1.3% | Reduced |
| Ferris Capital, LLC | 80,264 | $13.5M | 2.88% | +80,264 | New |
| NJ State Employees Deferred Compensation Plan | 82,000 | $13.4M | 1.82% | 00.0% | Unchanged |
| Cypress Capital Group | 81,617 | $13.4M | 1.82% | +811+1.0% | Added |
| Haverford Financial Services, Inc. | 81,559 | $13.3M | 3.25% | −73−0.1% | Reduced |
| Burns J W & Co Inc | 81,409 | $13.3M | 2.09% | +2,159+2.7% | Added |
| Beese Fulmer Investment Management, Inc. | 81,258 | $13.3M | 1.50% | +793+1.0% | Added |
| Brown Brothers Harriman & Co | 81,058 | $13.3M | 0.08% | −7,045−8.0% | Reduced |
| Winslow Asset Management Inc | 80,634 | $13.2M | 2.55% | −694−0.9% | Reduced |
| D L Carlson Investment Group Inc | 80,147 | $13.1M | 2.28% | +495+0.6% | Added |
| Thompson Investment Management, Inc. | 80,040 | $13.1M | 1.95% | −938−1.2% | Reduced |
| Capital Growth Management LP | 80,000 | $13.1M | 1.20% | −95,000−54.3% | Reduced |
| General American Investors Co Inc | 80,000 | $13.1M | 1.11% | 00.0% | Unchanged |
| Brookfield Asset Management Inc. | 79,858 | $13.1M | 0.05% | +79,858 | New |
| Earnest Partners LLC | 79,566 | $13.0M | 0.08% | −5,279−6.2% | Reduced |
| American Portfolios Advisors | 79,488 | $13.0M | 0.49% | −4,717−5.6% | Reduced |
| Lincoln National Corp | 79,115 | $13.0M | 0.28% | +1,587+2.0% | Added |
| Sonora Investment Management, LLC | 78,904 | $12.9M | 1.62% | +2,942+3.9% | Added |
| 1st Source Bank | 78,775 | $12.9M | 0.81% | −1,191−1.5% | Reduced |
| Means Investment Co., Inc. | 78,707 | $12.9M | 2.54% | +407+0.5% | Added |
| Nicola Wealth Management Ltd. | 78,500 | $12.8M | 1.32% | −6,000−7.1% | Reduced |
| Private Advisory Group LLC | 78,404 | $12.8M | 3.13% | +404+0.5% | Added |
| Allstate Corp | 78,127 | $12.8M | 0.53% | −5,454−6.5% | Reduced |
| German American Bancorp, Inc. | 77,799 | $12.7M | 1.96% | +2,340+3.1% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 77,575 | $12.7M | 1.34% | −1,213−1.5% | Reduced |
| Verdence Capital Advisors LLC | 77,487 | $12.7M | 1.67% | −874−1.1% | Reduced |
| Security Asset Management | 77,336 | $12.7M | 5.12% | −3,179−3.9% | Reduced |
| Siemens Fonds Invest GmbH | 77,254 | $12.6M | 0.84% | +3,219+4.3% | Added |
| Chicago Partners Investment Group LLC | 75,347 | $12.6M | 0.89% | +299+0.4% | Added |
| Ycg, LLC | 77,042 | $12.6M | 1.19% | −726−0.9% | Reduced |
| Girard Partners Ltd. | 76,896 | $12.6M | 1.59% | +2,795+3.8% | Added |
| Mark Stevens | 76,582 | $12.5M | 1.40% | −821−1.1% | Reduced |
| Compton Capital Management Inc | 76,539 | $12.5M | 3.68% | −930−1.2% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 76,276 | $12.5M | 0.63% | +1,850+2.5% | Added |
| Close Asset Management Ltd | 75,978 | $12.4M | 0.61% | +549+0.7% | Added |
| Prime Capital Investment Advisors, LLC | 75,765 | $12.4M | 0.77% | +17,612+30.3% | Added |
| Cypress Asset Management Inc | 75,627 | $12.4M | 3.21% | +229+0.3% | Added |
| Park Avenue Securities LLC | 75,615 | $12.4M | 0.25% | +4,059+5.7% | Added |
| Community Bank, N.A. | 75,276 | $12.3M | 1.50% | −2,447−3.1% | Reduced |
| Eagle Ridge Investment Management | 75,183 | $12.3M | 1.37% | +1,866+2.5% | Added |
| Texas Capital Bank Wealth Management Services Inc | 75,170 | $12.3M | 1.26% | +27,708+58.4% | Added |
| Punch & Associates Investment Management, Inc. | 75,068 | $12.3M | 0.70% | +155+0.2% | Added |
| Redpoint Investment Management Pty Ltd | 74,776 | $12.2M | 1.04% | −3,002−3.9% | Reduced |
| Everence Capital Management Inc | 74,775 | $12.2M | 1.00% | +2,370+3.3% | Added |
| Pettee Investors, Inc. | 74,525 | $12.2M | 5.68% | +330.0% | Added |
| Miracle Mile Advisors, LLC | 73,978 | $12.1M | 0.58% | +3,377+4.8% | Added |
| TownSquare Capital, LLC | 73,971 | $12.1M | 0.35% | −593−0.8% | Reduced |
| Intact Investment Management Inc. | 73,800 | $12.1M | 0.34% | +2,700+3.8% | Added |
| Resource Management, LLC | 73,569 | $12.0M | 1.38% | +1,525+2.1% | Added |
| LifePro Asset Management | 73,527 | $12.0M | 3.65% | +68,624+1,399.6% | Added |
| Tower Research Capital LLC (TRC) | 73,415 | $12.0M | 0.31% | −38,579−34.4% | Reduced |
| Q Capital Solutions | 73,325 | $12.0M | 8.80% | +24,700+50.8% | Added |
| Sowell Financial Services LLC | 73,292 | $12.0M | 0.81% | −5,517−7.0% | Reduced |
| Northern Oak Wealth Management Inc | 73,177 | $12.0M | 1.46% | −289−0.4% | Reduced |
| Wetherby Asset Management Inc | 73,061 | $12.0M | 0.74% | +1,537+2.1% | Added |
| Great Lakes Advisors, LLC | 73,050 | $12.0M | 0.19% | +1,416+2.0% | Added |
| Farmers Trust Co | 71,311 | $11.9M | 2.65% | −2,041−2.8% | Reduced |
| Strategy Asset Managers LLC | 72,705 | $11.9M | 2.65% | −5,356−6.9% | Reduced |
| King Wealth | 72,604 | $11.9M | 2.43% | +1,047+1.5% | Added |
| Buckingham Capital Management, Inc. | 72,524 | $11.9M | 1.94% | +234+0.3% | Added |
| Trust Co of Toledo NA | 72,505 | $11.9M | 1.94% | −757−1.0% | Reduced |
| Ropes Wealth Advisors LLC | 72,392 | $11.8M | 1.90% | −2,584−3.4% | Reduced |
| Hoertkorn Richard Charles | 72,116 | $11.8M | 5.31% | −225−0.3% | Reduced |
| Wellington Shields Capital Management, LLC | 72,064 | $11.8M | 1.61% | −1,559−2.1% | Reduced |
| L & S Advisors Inc | 71,928 | $11.8M | 1.27% | +37,072+106.4% | Added |
| Polaris Wealth Advisory Group, LLC | 69,034 | $11.7M | 0.70% | +57,296+488.1% | Added |
| Boenning & Scattergood, Inc. | 71,667 | $11.7M | 2.06% | +974+1.4% | Added |
| Gemsstock Limited | 71,500 | $11.7M | 5.31% | −16,400−18.7% | Reduced |
| Caldwell Trust Co | 71,481 | $11.7M | 1.48% | +1,330+1.9% | Added |
| Brookstone Capital Management | 72,593 | $11.7M | 0.21% | −911−1.2% | Reduced |
| Strategic Global Advisors, LLC | 71,300 | $11.7M | 1.71% | +3,552+5.2% | Added |