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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; 5,158 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

Q1 2026 vs. Q4 2025

How the institutions holding JPMorgan Chase & Co changed between Q4 2025 and Q1 2026.

All holders in Q1 2026All holders in Q4 2025

13F holders of JPM: Q4 2025 compared with Q1 2026
MeasureQ4 2025Of which not filed for Q1 2026Q1 2026Change
Holders5,154845,103+33
Shares1.99B312.3M1.95B+273.9M (+16.3%)
Value$639.5B$100.6B$572.0B+$33.1B (+6.1%)

84 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (209)

Institutions that held JPMorgan Chase & Co at the end of Q1 2026 but not at the end of Q4 2025.

Showing the largest 100 of 209 by value.

Institutions new to JPM in Q1 2026
InstitutionSharesValue% of portfolio
Vanguard Capital Management LLC165,278,733$48.6B1.20%
Vanguard Portfolio Management LLC65,580,826$19.3B1.01%
Vanguard Fiduciary Trust Co14,102,375$4.15B1.05%
Vanguard Global Advisers, LLC5,460,327$1.61B0.86%
Vanguard Asset Management, Ltd4,809,904$1.41B1.21%
CIBC Bancorp USA Inc.4,378,303$1.29B1.74%
S&G Foundation2,617,548$770.0M40.87%
Capitolis Liquid Global Markets LLC1,437,136$422.7M2.69%
SEB Asset Management AB1,210,826$356.2M1.52%
Vanguard Investments Australia, Ltd.1,195,181$351.6M1.01%
Voloridge Investment Management, LLC492,656$144.9M0.58%
Davis Asset Management, L.P.468,786$137.9M3.99%
Alyeska Investment Group, L.P.332,527$97.8M0.28%
Aware Super Pty Ltd as trustee of Aware Super298,631$87.8M1.33%
Tiaa-Cref Individual & Institutional Services, LLC236,786$69.7M0.27%
TIAA Wealth Investment Management LLC235,959$69.4M0.53%
MKP Capital Management, L.L.C.165,000$48.5M1.59%
Crake Asset Management LLP129,019$38.0M1.33%
CMT Capital Markets Trading GmbH98,586$29.0M13.36%
Canandaigua National Corp82,359$24.2M2.17%
Interval Partners, LP77,983$22.9M0.79%
Brighton Jones LLC68,160$20.0M0.44%
CenterBook Partners LP67,610$19.9M1.07%
Emerald Investment Advisers, LLC57,598$16.9M1.52%
Spartan Wealth Advisory Services LLC48,805$14.4M1.25%
International Assets Investment Management, LLC1,261,880$10.9M0.75%
Cinctive Capital Management LP36,810$10.8M0.71%
Rheos Capital Works Inc.35,000$10.3M0.69%
Vancity Investment Management Ltd34,734$10.2M1.62%
Ally Financial Inc.33,000$9.71M1.21%
VectorGlobal IAG, Inc.30,900$9.09M2.36%
Aquatic Capital Management LLC30,561$8.99M0.26%
Hayek Kallen Investment Management29,561$8.70M2.83%
ExodusPoint Capital Management, LP28,046$8.25M0.08%
E Fund Management Co., Ltd.27,983$8.23M0.24%
Quantbot Technologies LP25,620$7.54M0.31%
Beacon Harbor Wealth Advisors, Inc.25,495$7.50M1.57%
Baypointe Partners LLC25,000$7.35M10.09%
Triveni Capital Investments LP24,365$7.17M7.10%
Sone Capital Management, LLC23,689$6.97M0.59%
Montchanin Asset Management, LLC22,947$6.75M7.18%
Vertrix Wealth Management, LLC20,986$6.17M2.27%
Sanders Morris Harris LLC18,641$5.48M0.87%
Dymon Asia Capital (Singapore) Pte. Ltd.17,689$5.20M1.14%
Centiva Capital, LP15,975$4.70M0.22%
Vanguard National Trust Co15,957$4.69M0.30%
SummitTX Capital, L.P.15,938$4.69M0.15%
Niles Investment Management, LLC15,646$4.60M4.13%
FCG Investment Co15,034$4.42M1.94%
Navigation Group, LLC13,678$4.02M0.94%
Gsa Capital Partners LLP13,461$3.96M0.25%
Clare Market Investments LLC13,178$3.88M0.81%
TRB Wealth Management, LLC12,402$3.65M0.52%
ADAPT Investment Managers SA12,329$3.63M1.23%
Wolverine Asset Management LLC11,888$3.50M0.05%
Dickmeyer Boyce Financial Management, Inc.11,241$3.31M1.95%
FinArc Investments, Inc.11,027$3.24M3.12%
Alphadyne Asset Management LP10,721$3.15M0.41%
Financial Solutions Advisory Group, Inc.10,489$3.09M0.43%
P.A.W. Capital Corp10,590$3.09M2.47%
RW Investment Management LLC10,318$3.04M0.29%
Philadelphia Investment Partners, LLC10,268$3.02M2.05%
Gould Capital, LLC10,195$3.00M1.81%
Oslo Pensjonsforsikring AS10,019$2.95M0.46%
Samara Investment Management, LLC9,650$2.84M2.94%
Legacy Capital Wealth Management, LLC9,625$2.83M1.66%
Sciencast Management LP9,624$2.83M0.36%
Talon Private Wealth, LLC9,365$2.75M0.37%
LexAurum Advisors, LLC9,281$2.73M0.35%
Mendel Capital Management LLC9,195$2.70M1.36%
Absolute Gestao de Investimentos Ltda.9,000$2.65M0.30%
Benchmark Investment Advisors LLC8,986$2.64M1.54%
Machina Capital S.A.S.8,956$2.63M0.52%
Clear Wave Wealth Management LLC8,575$2.52M0.64%
Defiance ETFs, LLC8,520$2.51M0.04%
Intercapital, LLC8,000$2.35M1.30%
Elser Financial Planning, Inc7,953$2.32M0.11%
Orographic Financial Advisors, LLC7,830$2.30M1.63%
Landmark Wealth Management, LLC7,745$2.28M0.61%
Weiss Asset Management LP7,670$2.26M0.04%
Atom Investors LP7,287$2.14M0.15%
Aigen Investment Management, LP7,097$2.09M0.54%
BCV Asset Management Inc.6,982$2.05M0.07%
Elevation Advisory Partners LLC6,656$2.00M1.87%
Laurion Capital Management LP6,695$1.97M0.18%
Limestone Investment Advisors LP6,652$1.96M0.96%
Hexagon Capital Partners LLC6,606$1.94M0.28%
OFS Enterprise LLC6,091$1.79M0.53%
Dorsey Wright & Associates5,862$1.72M0.21%
111 Capital5,757$1.69M0.42%
Axiom Investment Management LLC5,580$1.64M1.25%
Collaborative Fund Advisors, LLC5,046$1.48M0.92%
Vann Equity Management LLC4,969$1.46M1.04%
Susquehanna Fundamental Investments, LLC4,920$1.45M0.05%
WNY Asset Management, LLC4,570$1.34M0.14%
Legacy Financial Independent Advisors LLC4,409$1.30M0.67%
Caxton Associates LLP4,389$1.29M0.03%
Cpwa, LLC4,271$1.28M1.53%
Lecap Asset Management Ltd4,302$1.27M0.48%
Axq Capital, LP4,216$1.24M0.16%

Sold out (176)

Institutions that held JPMorgan Chase & Co at the end of Q4 2025 and filed for Q1 2026 without it.

Showing the largest 100 of 176 by value.

Institutions that sold out of JPM in Q1 2026
InstitutionShares, Q4 2025Value, Q4 2025
Two Sigma Advisers, LP2,204,020$710.2M
Ursa Fund Management, LLC370,000$119.2M
Mutual of America Capital Management LLC312,428$100.7M
Clear Street Group Inc.251,776$81.1M
Oddo BHF Asset Management SAS139,209$44.9M
Logan Capital Management Inc70,963$22.9M
CTC LLC61,419$19.8M
Liontrust Investment Partners LLP50,027$16.1M
Beck Bode, LLC48,016$15.5M
IFG Advisory, LLC39,383$12.7M
Coppell Advisory Solutions LLC35,673$11.5M
Retail Employees Superannuation Pty Ltd as trustee for Retail Employees Superannuation Trust33,485$10.8M
Graham Capital Management, L.P.30,000$9.67M
Campbell & CO Investment Adviser LLC29,196$9.41M
Qsemble Capital Management, LP26,599$8.57M
Capital Insight Partners, LLC26,141$8.42M
Pensionfund Sabic23,300$7.51M
Headlands Technologies LLC22,575$7.27M
TTP Investments, Inc.20,382$6.57M
SOL Capital Management CO19,817$6.38M
ARP Global Capital Ltd18,831$6.07M
Point72 Asset Management, L.P.17,103$5.51M
Worth Financial Advisory Group, LLC17,077$5.50M
Runnymede Capital Advisors, Inc.15,672$5.05M
Longaeva Partners L.P.13,050$4.20M
Marvin & Palmer Associates Inc12,070$3.89M
Central Asset Investments & Management Holdings (HK) Ltd11,892$3.83M
Quantitative Investment Management, LLC11,093$3.57M
Banco BTG Pactual S.A.10,336$3.33M
Two Sigma Securities, LLC9,202$2.97M
Fieldview Capital Management, LLC7,632$2.46M
Landscape Capital Management, L.L.C.7,497$2.42M
Covenant Partners, LLC7,475$2.41M
Sentry Investment Management LLC7,349$2.37M
Stance Capital LLC7,315$2.36M
Momentum Wealth Planning, LLC6,565$2.12M
Magnetar Financial LLC6,042$1.95M
Delta Global Management LP6,010$1.94M
Capstone Triton Financial Group, LLC5,902$1.90M
Kercheville Advisors, LLC6,195$1.88M
Barometer Capital Management Inc.14,500$1.85M
Oak Thistle LLC5,634$1.82M
QVR LLC5,446$1.75M
Neo Ivy Capital Management5,153$1.66M
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd.5,122$1.65M
Caitong International Asset Management Co., Ltd5,038$1.62M
Benson Investment Management Company, Inc.4,950$1.59M
O'Neil Global Advisors, Inc.4,464$1.44M
Geremia Financial Services, LLC4,451$1.43M
Elite Wealth Management, Inc.4,166$1.34M
Operose Advisors LLC4,134$1.33M
Bayesian Capital Management, LP4,000$1.29M
Goldstream Capital Management Ltd3,841$1.24M
Greenland Capital Management LP3,740$1.21M
Petra Financial Advisors Inc3,730$1.20M
Capital Advisory Group Advisory Services, LLC3,379$1.09M
Hourglass Capital, LLC2,906$936.4K
Quest Partners LLC2,814$906.7K
KW Wealth Management LLC2,809$905.4K
Williamson Legacy Group, LLC2,739$882.6K
Thryve Wealth Management LLC2,727$878.7K
Collaborative Wealth Managment Inc.2,515$810.4K
Patrick Mauro Investment Advisor, INC.2,439$785.9K
Altshuler Shaham Ltd2,240$721.8K
Virtu Financial LLC2,221$716.0K
Saber Capital Managment, LLC2,006$646.4K
Kane Investment Management, Inc.1,812$583.7K
Potentia Wealth1,758$566.5K
Trace Wealth Advisors, LLC1,632$525.9K
Berkshire Money Management, Inc.1,616$520.6K
Bucket List Wealth Management, LLC1,538$495.8K
Twin Tree Management, LP1,533$494.0K
EntryPoint Capital, LLC1,503$484.3K
CenterStar Asset Management, LLC1,436$462.9K
Warther Private Wealth, LLC1,423$458.5K
MGO Private Wealth, LLC1,393$448.9K
united american securities inc. (d/b/a uas asset management)1,339$431.5K
Avos Capital Management, LLC1,331$428.9K
TABR Capital Management, LLC1,289$415.3K
Capital Markets Trading UK LLP1,280$412.0K
FMB Wealth Management1,276$411.1K
LRT Capital Management, LLC1,214$391.2K
Twinbeech Capital LP1,188$382.8K
Cordoba Advisory Partners LLC1,130$364.1K
Stack Financial Management, Inc1,046$337.1K
Cardinal Capital Management, Inc.745$329.3K
Delap Wealth Advisory, LLC992$319.7K
Westbourne Investments, Inc.970$312.6K
Equita Financial Network, Inc.965$310.9K
Morningstar Investment Management LLC956$308.0K
Freedom Financial Partners LLC942$303.5K
SpringVest Wealth Management LLC921$296.8K
Sims Investment Management, LLC891$287.1K
Saranac Partners Ltd882$284.2K
Hapanowicz & Associates Financial Services, Inc850$273.9K
New Jersey Better Educational Savings Trust847$272.9K
ProCore Advisors, LLC841$270.9K
Brandywine Trust Co830$267.4K
Mark Sheptoff Financial Planning, LLC940$265.8K
Armistice Capital, LLC819$263.9K

Not filed for Q1 2026 yet (84)

Institutions that held JPMorgan Chase & Co at the end of Q4 2025 and haven't filed a 13F for Q1 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding JPM in Q4 2025 that haven't filed for Q1 2026
InstitutionShares, Q4 2025Value, Q4 2025
Vanguard Group Inc265,758,185$85.6B
Norges Bank35,368,681$11.4B
CIBC Private Wealth Group, LLC3,155,380$1.02B
CIBC World Markets Corp1,434,989$462.4M
Brandywine Global Investment Management, LLC1,374,890$443.0M
Comerica Bank1,069,071$344.5M
Capitolis Liquid Global Markets LLC944,735$304.4M
Forsta Ap-Fonden714,040$230.1M
AG Campbell Advisory, LLC471,920$152.1M
Alpha Cubed Investments, LLC287,260$92.6M
Trust Co of Vermont210,011$67.7M
FineMark National Bank & Trust185,822$59.9M
Global Retirement Partners, LLC125,062$40.3M
SS&H Financial Advisors, Inc.105,290$33.9M
Thomasville National Bank102,288$33.0M
Janney Capital Management LLC100,097$32.3M
Canandaigua National Bank & Trust Co84,219$27.1M
David Loasby70,008$22.7M
Osher Van de Voorde Investment Management69,850$22.5M
Cape Cod Five Cents Savings Bank80,099$16.9M
Meritage Portfolio Management52,137$16.8M
BancorpSouth Bank51,652$16.6M
Gifford Fong Associates35,296$11.4M
Ransom Advisory, Ltd31,306$10.1M
MidWestOne Financial Group, Inc.29,866$9.62M
Creegan & Nassoura Financial Group, LLC28,090$9.05M
Liberty Capital Management, Inc.26,590$8.57M
SG Trading Solutions, LLC25,665$8.27M
Bowman & Co S.C.25,650$8.27M
Clarius Group, LLC18,297$5.90M
Long Run Wealth Advisors, LLC18,175$5.86M
Transatlantique Private Wealth LLC17,143$5.49M
Edge Financial Advisors LLC8,452$5.45M
Platform Wealth Management, LLC16,165$5.21M
MGB Wealth Management, LLC13,588$4.38M
Austin Private Wealth, LLC9,659$3.11M
Passumpsic Savings Bank9,631$3.10M
Forefront Wealth Management Inc.9,598$3.09M
Cornercap Investment Counsel Inc8,288$2.67M
Stephens Consulting, LLC8,045$2.59M
Oak Barrel Wealth Advisory LLC7,292$2.35M
New Millennium Group LLC6,934$2.23M
Vantage Financial Partners, LLC6,454$2.08M
Oldfather Financial Services, LLC6,168$1.99M
Vantus Wealth LLC6,050$1.95M
High Falls Advisors, Inc5,827$1.88M
Pursuit Wealth Management LLC5,179$1.67M
Maxele Advisors, LLC4,934$1.59M
Financial Advisory Corp4,860$1.57M
Elevated Private Wealth, LLC4,779$1.54M
O'Brien Wealth Partners LLC4,148$1.34M
ORG Partners LLC4,117$1.33M
DV Equities, LLC3,803$1.23M
Pandora Wealth, Inc.3,745$1.21M
Litman Gregory Asset Management LLC3,738$1.20M
Puff Wealth Management, LLC3,537$1.15M
Prosperity Wealth Management, Inc.3,271$1.05M
Sage Advisors, LLC3,161$1.02M
Greenberg Financial Group3,043$980.7K
Profit Investment Management, LLC2,984$961.5K
Clearview Wealth Advisors LLC2,921$941.3K
LongView Asset Management LLC2,656$855.8K
Heritage Financial Services, LLC2,646$852.6K
NDVR, Inc.2,272$732.1K
Lanham O'Dell & Company, Inc.1,777$572.7K
Safe Harbor Wealth Advisors, LLC1,749$529.4K
Sherbrooke Park Advisers LLC1,518$489.1K
Pure Portfolios Holdings LLC1,442$464.6K
Maryland Capital Advisors Inc.1,409$453.9K
Yeomans Consulting Group, Inc.1,345$433.4K
Harborfront Financial Group LLC1,325$427.1K
Dentgroup LLC1,290$415.7K
VanderPol Investments L.L.C.1,268$408.6K
V. M. Manning & Co., Inc.1,128$363.6K
Skyview Financial Group LLC1,094$352.6K
Veratis Advisors, Inc.1,125$343.5K
AIFG Consultants Ltd.977$314.8K
Running Point Capital Advisors, LLC952$306.9K
Alongside, LLC759$244.7K
Blue Barn Wealth, LLC738$237.9K
Motiv8 Investments LLC520$168.0K
GPS Wealth Strategies Group, LLC315$101.3K
Redmont Wealth Advisors LLC277$89.2K
Northwest Capital Management Inc170$54.8K