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, Q1 2026
Institutional positions in JPMorgan Chase & Co as of Mar 31, 2026. 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
- 5,102
- +32 vs. Q4 2025
- Shares held
- 1.95B
- +273.9M (+16.3%) vs. Q4 2025
- Total value
- $572.0B
- +$33.1B (+6.1%) vs. Q4 2025
- New holders
- 208
- 2,134 more added
- Sold out
- 176
- 2,290 more reduced
84 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2025: 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 | 5,102 | $572.0B |
| Q4 2025 | 5,154 | $639.5B |
| Q3 2025 | 4,765 | $618.0B |
| Q2 2025 | 4,752 | $582.4B |
| Q1 2025 | 4,679 | $494.6B |
| Q4 2024 | 4,679 | $490.0B |
| Q3 2024 | 4,215 | $429.4B |
| Q2 2024 | 4,181 | $416.2B |
| Q1 2024 | 4,120 | $414.5B |
| Q4 2023 | 4,001 | $351.8B |
| Q3 2023 | 3,711 | $297.0B |
| Q2 2023 | 3,672 | $297.6B |
| Q1 2023 | 3,612 | $266.3B |
| Q4 2022 | 3,629 | $278.3B |
| Q3 2022 | 3,396 | $212.9B |
| Q2 2022 | 3,428 | $229.3B |
| Q1 2022 | 3,519 | $278.9B |
| Q4 2021 | 3,594 | $330.1B |
| Q3 2021 | 3,239 | $342.0B |
| Q2 2021 | 3,246 | $329.3B |
| Q1 2021 | 3,218 | $330.3B |
Institutions, Q1 2026
Shares, value and share of portfolio for each institution holding JPMorgan Chase & Co; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| ROSS\JOHNSON & Associates LLC | 2 | $588 | 0.01% | −1−33.3% | Reduced |
| USA Financial Portformulas Corp | 3 | $882 | 0.00% | −2,223−99.9% | Reduced |
| Palladiem, LLC | 4 | $1.24K | 0.00% | 00.0% | Unchanged |
| Delta Accumulation, LLC | 26 | $7.65K | 0.03% | −201,282−100.0% | Reduced |
| Sapience Investments, LLC | 30 | $8.82K | 1.14% | +30 | New |
| Benson Wealth Management INC | 33 | $9.71K | 0.01% | 00.0% | Unchanged |
| Friedenthal Financial | 33 | $9.71K | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 36 | $10.6K | 0.00% | 00.0% | Unchanged |
| Vanguard Advisers Inc | 37 | $11.0K | 0.00% | +37 | New |
| Minot DeBlois Advisors LLC | 40 | $11.8K | 0.01% | −10−20.0% | Reduced |
| Advantage Trust Co | 45 | $13.2K | 0.01% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 45 | $13.4K | 0.07% | 00.0% | Unchanged |
| KM Capital Management Ltd. | 46 | $13.8K | 0.01% | +46 | New |
| LM Advisors LLC | 4,122 | $14.0K | 0.28% | −128−3.0% | Reduced |
| Networth Advisors, LLC | 52 | $15.3K | 0.01% | +39+300.0% | Added |
| 3 Factor Indexing, LLC | 54 | $15.9K | 0.02% | +54 | New |
| Transce3nd, LLC | 65 | $19.1K | 0.17% | 00.0% | Unchanged |
| Teachers Insurance & Annuity Association of America | 70 | $20.6K | 0.03% | +48+218.2% | Added |
| Three Bearings Fiduciary Advisors, Inc. | 70 | $20.6K | 0.02% | 00.0% | Unchanged |
| Strategic Advocates LLC | 76 | $22.4K | 0.10% | −2,489−97.0% | Reduced |
| Fairman Group, LLC | 78 | $23.0K | 0.02% | 00.0% | Unchanged |
| PayPay Securities Corp | 75 | $23.2K | 0.80% | −1−1.3% | Reduced |
| Timmons Wealth Management, LLC | 83 | $24.4K | 0.02% | 00.0% | Unchanged |
| Harbor Asset Planning, Inc. | 91 | $26.8K | 0.02% | 00.0% | Unchanged |
| Breakwater Investment Management | 92 | $27.1K | 0.01% | −44−32.4% | Reduced |
| Goodman Advisory Group, LLC | 93 | $27.4K | 0.01% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 100 | $29.4K | 0.01% | +100 | New |
| Capital & Planning, LLC | 100 | $29.4K | 0.02% | +100 | New |
| Park Square Financial Group, LLC | 102 | $30.0K | 0.23% | −106−51.0% | Reduced |
| Accordant Advisory Group Inc | 109 | $32.1K | 0.02% | +109 | New |
| MJT & Associates Financial Advisory Group, Inc. | 114 | $33.5K | 0.02% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 121 | $35.7K | 0.03% | 00.0% | Unchanged |
| Merrithew & Thorsten Inc | 124 | $36.0K | 0.03% | 00.0% | Unchanged |
| Torren Management, LLC | 123 | $36.2K | 0.02% | −2,538−95.4% | Reduced |
| Clear Investment Research, LLC | 125 | $36.8K | 0.06% | +125 | New |
| Horizons Wealth Management | 125 | $36.8K | 0.02% | 00.0% | Unchanged |
| Whi Trust Co LLC | 139 | $40.9K | 0.03% | 00.0% | Unchanged |
| Pioneer Family Office, LLC | 142 | $41.8K | 0.03% | 00.0% | Unchanged |
| Atomic Invest LLC | 152 | $43.1K | 0.02% | +15+10.9% | Added |
| Carolina Wealth Advisors, LLC | 149 | $43.8K | 0.02% | −9−5.7% | Reduced |
| Team Financial Group, LLC | 149 | $43.9K | 0.02% | +1+0.7% | Added |
| Decker Retirement Planning Inc. | 151 | $44.4K | 0.02% | 00.0% | Unchanged |
| Investors Portfolio Services LLC | 151 | $44.7K | 0.04% | +15+11.0% | Added |
| Birchwood Financial Partners, Inc. | 158 | $46.5K | 0.04% | 00.0% | Unchanged |
| Investment Counsel Co of Nevada | 160 | $46.9K | 0.11% | +1+0.6% | Added |
| Bear Mountain Capital, Inc. | 152 | $48.2K | 0.01% | −50−24.8% | Reduced |
| Sunrise Financial Services, LLC | 166 | $48.8K | 0.03% | +19+12.9% | Added |
| My Portfolio Guide, LLC | 173 | $50.8K | 0.03% | +173 | New |
| Curat Global, LLC | 180 | $52.9K | 0.05% | 00.0% | Unchanged |
| SWAN Capital LLC | 183 | $53.7K | 0.02% | +32+21.2% | Added |
| Tanaka Capital Management Inc | 188 | $55.0K | 0.09% | −19−9.2% | Reduced |
| HFM Investment Advisors, LLC | 190 | $55.9K | 0.02% | −2−1.0% | Reduced |
| Collier Financial | 190 | $55.9K | 0.04% | 00.0% | Unchanged |
| Clal Insurance Enterprises Holdings Ltd | 190 | $56.0K | 0.00% | +5+2.7% | Added |
| Nvest Wealth Strategies, Inc. | 196 | $57.7K | 0.04% | +3+1.6% | Added |
| New England Capital Financial Advisors LLC | 202 | $59.3K | 0.02% | −29−12.6% | Reduced |
| Valor Advisors LLC | 189 | $60.9K | 0.05% | 00.0% | Unchanged |
| Turim 21 Investimentos Ltda. | 210 | $61.8K | 0.02% | +210 | New |
| Miller Global Investments, LLC | 211 | $62.1K | 0.06% | +51+31.9% | Added |
| Prudent Man Investment Management, Inc. | 194 | $62.5K | 0.02% | 00.0% | Unchanged |
| Clarity Asset Management, Inc. | 220 | $64.7K | 0.03% | +1+0.5% | Added |
| Disciplina Capital Management LLC | 237 | $69.8K | 0.01% | +1+0.4% | Added |
| Phillip James Consulting Co. | 240 | $70.0K | 0.05% | +30+14.3% | Added |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 245 | $72.1K | 0.05% | 00.0% | Unchanged |
| TopTier Wealth Management, LLC | 247 | $72.7K | 0.04% | +247 | New |
| Ulland Investment Advisors, LLC | 253 | $74.0K | 0.06% | −5−1.9% | Reduced |
| Penserra Capital Management LLC | 258 | $75.0K | 0.00% | −3−1.1% | Reduced |
| MPWM Advisory Solutions, LLC | 260 | $76.3K | 0.04% | +96+58.5% | Added |
| Horizon Financial Services, LLC | 266 | $78.4K | 0.03% | +32+13.7% | Added |
| Kings Path Partners LLC | 276 | $81.2K | 0.03% | 00.0% | Unchanged |
| Veritas Investment Partners (UK) Ltd. | 280 | $82.4K | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 281 | $82.6K | 0.06% | −21−7.0% | Reduced |
| Clark Wealth Partners | 287 | $84.5K | 0.06% | −2,454−89.5% | Reduced |
| Bayforest Capital Ltd | 291 | $85.6K | 0.10% | −320−52.4% | Reduced |
| Global X Japan Co., Ltd. | 291 | $85.6K | 0.00% | +291 | New |
| Acima Private Wealth, LLC | 296 | $87.1K | 0.03% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 296 | $87.1K | 0.02% | +150+102.7% | Added |
| Merkkuri Wealth Advisors LLC | 310 | $91.1K | 0.06% | +310 | New |
| E Fund Management (Hong Kong) Co., Ltd. | 310 | $91.2K | 0.04% | +238+330.6% | Added |
| Retirement Wealth Solutions LLC | 312 | $91.7K | 0.06% | −2−0.6% | Reduced |
| Strengthening Families & Communities, LLC | 318 | $93.4K | 0.02% | +2+0.6% | Added |
| Virtus ETF Advisers LLC | 324 | $95.3K | 0.04% | −36−10.0% | Reduced |
| Midwest Capital Advisors, LLC | 325 | $95.7K | 0.04% | +195+150.0% | Added |
| NorthAvenue LLC | 333 | $98.0K | 0.08% | −250−42.9% | Reduced |
| Swiss Re Ltd | 334 | $98.2K | 0.60% | 00.0% | Unchanged |
| Key Capital Management, INC | 337 | $99.1K | 0.07% | +55+19.5% | Added |
| Robbins Farley LLC | 345 | $101.5K | 0.04% | 00.0% | Unchanged |
| Main Street Group, LTD | 375 | $110.3K | 0.03% | +375 | New |
| Pingora Partners LLC | 375 | $110.3K | 0.07% | 00.0% | Unchanged |
| Robinswood Financial LLC | 378 | $111.4K | 0.04% | +1+0.3% | Added |
| Virginia Estate & Retirement Planning Advisors Inc. | 381 | $112.1K | 0.50% | +381 | New |
| Sofos Investments, Inc. | 382 | $112.4K | 0.02% | +20+5.5% | Added |
| Financial Connections Group, Inc. | 387 | $113.0K | 0.04% | +34+9.6% | Added |
| Paladin Partners, LLC | 385 | $113.3K | 0.08% | 00.0% | Unchanged |
| Strategic Wealth Advisors LLC | 389 | $114.0K | 0.09% | −113−22.5% | Reduced |
| Bare Financial Services, Inc | 390 | $114.7K | 0.03% | +29+8.0% | Added |
| Abound Financial, LLC | 395 | $116.1K | 0.05% | +1+0.3% | Added |
| Osbon Capital Management LLC | 409 | $120.4K | 0.10% | +300+275.2% | Added |
| Red Tortoise LLC | 411 | $121.0K | 0.05% | −1−0.2% | Reduced |
| Kilter Group LLC | 413 | $121.5K | 0.05% | +46+12.5% | Added |