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
- 5,103
- +33 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
- 209
- 2,133 more added
- Sold out
- 176
- 2,291 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 | 5,103 | $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, 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 |
|---|---|---|---|---|---|
| Gladwyn Financial Advisors, Inc. | 1,852 | $544.9K | 0.38% | 00.0% | Unchanged |
| Clarus Wealth Advisors | 1,833 | $545.2K | 0.23% | +355+24.0% | Added |
| Reliant Investment Partners, LLC | 1,854 | $545.4K | 0.45% | −646−25.8% | Reduced |
| Denver Wealth Management, Inc. | 1,856 | $546.0K | 0.19% | +29+1.6% | Added |
| DHJJ Financial Advisors, Ltd. | 1,859 | $547.0K | 0.18% | 00.0% | Unchanged |
| Atwater Malick LLC | 1,861 | $547.4K | 0.15% | −19−1.0% | Reduced |
| Asset Management Group, Inc. | 1,862 | $547.6K | 0.09% | +126+7.3% | Added |
| Guilbault Capital LLC | 1,862 | $547.8K | 0.60% | −55−2.9% | Reduced |
| 10Elms LLP | 1,864 | $548.3K | 0.35% | +1,764+1,764.0% | Added |
| Oxinas Partners Wealth Management LLC | 1,864 | $548.3K | 0.25% | +2+0.1% | Added |
| W.H. Cornerstone Investments Inc. | 1,864 | $548.4K | 0.34% | +3+0.2% | Added |
| Tradewinds Capital Management, LLC | 1,865 | $548.6K | 0.11% | +8+0.4% | Added |
| LifeGoal Wealth Advisors | 1,860 | $549.4K | 0.31% | +468+33.6% | Added |
| Roth Financial Partners LLC | 1,868 | $549.5K | 0.19% | −9−0.5% | Reduced |
| 21 West Wealth Management LLC | 1,868 | $549.5K | 0.51% | 00.0% | Unchanged |
| Three Bridge Wealth Advisors, LLC | 1,870 | $550.1K | 0.15% | −170−8.3% | Reduced |
| Cooke & Bieler LP | 1,872 | $550.7K | 0.01% | 00.0% | Unchanged |
| GreatBanc Trust CO | 1,874 | $551.3K | 0.39% | −20−1.1% | Reduced |
| Consultiva Wealth Management, Corp. | 1,874 | $551.3K | 1.60% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 1,787 | $552.7K | 0.16% | +4+0.2% | Added |
| Hegarty Advisors, LLC | 1,883 | $553.9K | 0.44% | 00.0% | Unchanged |
| Walsh & Associates, LLC | 1,886 | $554.8K | 0.55% | −45−2.3% | Reduced |
| HFR Wealth Management, LLC | 1,886 | $554.8K | 0.14% | −4−0.2% | Reduced |
| Garton & Associates Financial Advisors LLC | 1,886 | $554.9K | 0.45% | −5,573−74.7% | Reduced |
| Legacy Financial Group, Inc. | 1,887 | $555.1K | 0.15% | −46−2.4% | Reduced |
| Exeter Financial, LLC | 1,889 | $555.7K | 0.23% | +1+0.1% | Added |
| Intrepid Capital Management Inc | 1,892 | $556.6K | 0.21% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 1,894 | $557.1K | 0.05% | +233+14.0% | Added |
| Horizon Investment Services, LLC | 1,894 | $557.4K | 0.19% | +1+0.1% | Added |
| Foundation Wealth Management, LLC | 1,896 | $557.6K | 0.38% | −84−4.2% | Reduced |
| Joel Adams & Associates, Inc. | 1,899 | $558.6K | 0.41% | 00.0% | Unchanged |
| Adkins Seale Capital Management LLC | 1,902 | $559.5K | 0.55% | 00.0% | Unchanged |
| Wealthspan Partners, LLC | 1,915 | $563.3K | 0.20% | −49−2.5% | Reduced |
| Verity Asset Management, Inc. | 1,918 | $564.1K | 0.24% | +533+38.5% | Added |
| Banyan Capital Management, Inc. | 1,920 | $564.8K | 0.24% | 00.0% | Unchanged |
| Sprinkle Financial Consultants LLC | 1,922 | $565.3K | 0.26% | +3+0.2% | Added |
| Eurizon SLJ Capital Ltd | 1,922 | $565.4K | 0.27% | −1,890−49.6% | Reduced |
| Lincoln Capital Corp | 1,926 | $566.5K | 0.21% | −21−1.1% | Reduced |
| CDM Financial Counseling Services, Inc. | 1,934 | $568.7K | 0.54% | +64+3.4% | Added |
| WBI Investments | 1,935 | $569.1K | 0.16% | −8−0.4% | Reduced |
| Millington Securities, LLC | 1,935 | $569.1K | 0.16% | +1,935 | New |
| Builder Investment Group Inc | 1,945 | $572.1K | 0.12% | 00.0% | Unchanged |
| Stewardship Concepts Financial Services LLC | 1,946 | $572.3K | 0.45% | +46+2.4% | Added |
| Toth Financial Advisory Corp | 1,948 | $572.9K | 0.06% | +118+6.4% | Added |
| Thornburg Investment Management Inc | 1,949 | $573.3K | 0.01% | 00.0% | Unchanged |
| Beacon Bridge Wealth Partners, LLC | 1,950 | $573.6K | 0.19% | −40−2.0% | Reduced |
| Anderson Financial Strategies, LLC | 1,862 | $576.1K | 0.32% | −200−9.7% | Reduced |
| Stewardship Advisors, LLC | 1,961 | $576.8K | 0.13% | −73−3.6% | Reduced |
| Junk Investment Group, LLC | 1,963 | $577.5K | 0.30% | +1,963 | New |
| Cedarwood Wealth LLC | 1,964 | $577.8K | 0.58% | +262+15.4% | Added |
| Bestgate Wealth Advisors, LLC | 1,965 | $578.0K | 1.04% | −46−2.3% | Reduced |
| Pacific Sage Partners, LLC | 1,965 | $578.0K | 0.09% | +842+75.0% | Added |
| Milestone Asset Management Group, LLC | 1,965 | $578.1K | 0.34% | +5+0.3% | Added |
| Master's Wealth Management Inc. | 1,966 | $578.3K | 0.20% | +848+75.8% | Added |
| Kearns & Associates LLC | 1,967 | $578.6K | 0.31% | 00.0% | Unchanged |
| Rice Hall James & Associates, LLC | 1,970 | $579.5K | 0.03% | 00.0% | Unchanged |
| Vista Private Wealth Partners. LLC | 1,919 | $579.8K | 0.20% | +172+9.8% | Added |
| REAP Financial Group, LLC | 1,979 | $582.1K | 0.11% | −387−16.4% | Reduced |
| Comprehensive Financial Planning, Inc. | 1,979 | $582.2K | 0.40% | +7+0.4% | Added |
| Keeler & Nadler Financial Planning & Wealth Management | 1,981 | $582.6K | 0.20% | −45−2.2% | Reduced |
| Horizon Family Wealth, Inc. | 1,982 | $583.1K | 0.31% | +8+0.4% | Added |
| Westshore Wealth, LLC | 1,984 | $583.5K | 0.20% | +62+3.2% | Added |
| Sonoma Allocations LLC | 1,963 | $583.9K | 0.20% | −255−11.5% | Reduced |
| Sterling Financial Planning, Inc. | 1,986 | $584.2K | 0.17% | 00.0% | Unchanged |
| One River Asset Management, LLC | 1,993 | $586.3K | 2.00% | +1,993 | New |
| Thayer Partners, LLC | 1,994 | $586.5K | 0.28% | +88+4.6% | Added |
| Bauman Advisory Group, LLC | 1,994 | $586.5K | 0.41% | −243−10.9% | Reduced |
| Brooktree Capital Management | 2,000 | $588.3K | 0.47% | 00.0% | Unchanged |
| Birnam Oak Advisors, LP | 2,000 | $588.3K | 0.16% | +2,000 | New |
| All Terrain Financial Advisors, LLC | 2,002 | $588.9K | 0.18% | −552−21.6% | Reduced |
| Wealth Watch Advisors, INC | 2,002 | $588.9K | 0.25% | +364+22.2% | Added |
| Foresight Capital Management Advisors, Inc. | 2,004 | $589.5K | 0.33% | +7+0.4% | Added |
| Cura Wealth Advisors, LLC | 2,005 | $589.8K | 0.26% | −526−20.8% | Reduced |
| Apeiron RIA LLC | 2,009 | $591.1K | 0.14% | +110+5.8% | Added |
| Widmann Financial Services, Inc. | 2,012 | $591.7K | 0.35% | 00.0% | Unchanged |
| May Barnhard Investments LLC | 2,012 | $591.9K | 0.29% | 00.0% | Unchanged |
| OLIO Financial Planning | 2,015 | $592.7K | 0.16% | −41−2.0% | Reduced |
| Awm Capital, LLC | 2,016 | $593.2K | 0.05% | −10.0% | Reduced |
| Sierra Ocean, LLC | 2,017 | $593.3K | 0.49% | +22+1.1% | Added |
| Redwood Wealth Management Group, LLC | 2,018 | $593.8K | 0.26% | +10.0% | Added |
| Jacobs Equity LLC | 2,019 | $593.9K | 0.53% | −400−16.5% | Reduced |
| Independent Family Office, LLC | 2,025 | $595.7K | 0.25% | −175−8.0% | Reduced |
| Lakewood Asset Management LLC | 2,026 | $595.9K | 0.38% | −34−1.7% | Reduced |
| Wedgewood Investors Inc | 2,029 | $596.9K | 0.68% | −20−1.0% | Reduced |
| Intrinsic Value Partners, LLC | 2,032 | $597.8K | 0.46% | −143−6.6% | Reduced |
| Smallwood Wealth Investment Management, LLC | 2,043 | $601.0K | 0.32% | +35+1.7% | Added |
| Rare Wolf Capital LLC | 2,048 | $602.4K | 0.39% | 00.0% | Unchanged |
| Shira Ridge Wealth Management | 2,050 | $602.9K | 0.24% | −11−0.5% | Reduced |
| Brightwater Advisory LLC | 2,058 | $605.4K | 0.40% | −48−2.3% | Reduced |
| Cowa, LLC | 2,059 | $605.7K | 0.16% | −213−9.4% | Reduced |
| Graham Capital Wealth Management, LLC | 2,059 | $605.7K | 0.54% | 00.0% | Unchanged |
| Jacobson & Schmitt Advisors, LLC | 2,060 | $606.0K | 0.11% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 1,881 | $606.1K | 0.45% | 00.0% | Unchanged |
| Hill Island Financial LLC | 2,061 | $606.3K | 0.15% | −139−6.3% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 2,062 | $606.6K | 0.02% | 00.0% | Unchanged |
| Intelligence Driven Advisers, LLC | 2,063 | $606.8K | 0.11% | −74−3.5% | Reduced |
| Signature Wealth Management Group | 2,063 | $606.9K | 0.23% | 00.0% | Unchanged |
| Kondo Wealth Advisors, Inc. | 2,062 | $606.9K | 0.23% | +705+52.0% | Added |
| Swan Global Investments, LLC | 2,064 | $607.1K | 0.03% | +206+11.1% | Added |
| Caerus Investment Advisors, LLC | 2,067 | $608.0K | 0.26% | −222−9.7% | Reduced |