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 |
|---|---|---|---|---|---|
| Wealth Advisors Northwest LLC | 2,069 | $608.7K | 0.26% | +6+0.3% | Added |
| Vanguard Capital Wealth Advisors | 2,074 | $610.1K | 0.56% | +8+0.4% | Added |
| Greenfield Seitz Capital Management, LLC | 2,081 | $612.1K | 0.18% | 00.0% | Unchanged |
| Encompass More Asset Management | 2,086 | $613.6K | 0.10% | +76+3.8% | Added |
| LGL Partners, LLC | 2,091 | $615.2K | 0.25% | 00.0% | Unchanged |
| Peterson Wealth Advisors, LLC | 2,092 | $615.3K | 0.08% | −43−2.0% | Reduced |
| Kelly Financial Services LLC | 2,102 | $618.3K | 0.15% | +49+2.4% | Added |
| Centennial Wealth Advisory LLC | 2,109 | $620.9K | 0.15% | −301−12.5% | Reduced |
| Stoneridge Investment Partners LLC | 2,114 | $622.0K | 0.45% | +2,114 | New |
| Southern Michigan Bank & Trust | 2,126 | $625.4K | 0.24% | +2,126 | New |
| Integris Wealth Management, LLC | 2,128 | $626.1K | 0.14% | −165−7.2% | Reduced |
| Flywheel Private Wealth LLC | 2,132 | $627.2K | 0.36% | 00.0% | Unchanged |
| Waterford Advisors, LLC | 2,213 | $628.0K | 0.20% | 00.0% | Unchanged |
| Cherry Creek Investment Advisors, Inc. | 2,144 | $630.8K | 0.27% | +19+0.9% | Added |
| Stonebridge Financial Planning Group, LLC | 2,145 | $631.0K | 0.23% | −100−4.5% | Reduced |
| Penn Davis McFarland Inc | 2,150 | $632.4K | 0.06% | −230−9.7% | Reduced |
| Tableaux LLC | 2,154 | $633.6K | 0.31% | +1,267+142.8% | Added |
| Tenzing Financial LLC | 2,021 | $633.9K | 0.48% | −14−0.7% | Reduced |
| R Squared Ltd | 2,160 | $635.4K | 0.35% | +761+54.4% | Added |
| Rik Saylor Financial, Inc. | 2,163 | $636.4K | 0.48% | +3+0.1% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 2,175 | $639.7K | 0.05% | +218+11.1% | Added |
| R. W. Roge & Company, Inc. | 2,176 | $640.0K | 0.31% | −15−0.7% | Reduced |
| Oceanside Advisors LLC | 2,176 | $640.1K | 0.37% | +91+4.4% | Added |
| Vilga Financial Planning LLC | 2,181 | $641.6K | 0.57% | 00.0% | Unchanged |
| Dynamic Wealth Strategies, LLC | 2,181 | $641.6K | 0.37% | +654+42.8% | Added |
| Darwin Advisors, LLC | 2,183 | $642.2K | 0.20% | +3+0.1% | Added |
| McNamara Financial Services, Inc. | 2,192 | $644.8K | 0.12% | −22−1.0% | Reduced |
| ASL Financial, LLC | 2,196 | $646.0K | 0.52% | +22+1.0% | Added |
| Sterling Investment Management, Inc. | 2,198 | $646.6K | 0.39% | +800+57.2% | Added |
| True Wealth Design, LLC | 2,202 | $647.7K | 0.18% | +1,577+252.3% | Added |
| Bruce G. Allen Investments, LLC | 2,203 | $648.0K | 0.42% | −73−3.2% | Reduced |
| Capstone Wealth Management Group LLC | 2,203 | $648.1K | 0.40% | −146−6.2% | Reduced |
| Sachetta, LLC | 2,204 | $648.2K | 0.35% | −314−12.5% | Reduced |
| AXA S.A. | 2,207 | $649.2K | 0.25% | −17−0.8% | Reduced |
| Private Wealth Management Group, LLC | 2,207 | $649.2K | 0.17% | +450+25.6% | Added |
| Clean Yield Group | 2,208 | $649.5K | 0.18% | 00.0% | Unchanged |
| Southern Capital Advisors, LLC | 2,208 | $649.6K | 0.30% | +10.0% | Added |
| My Purposeful Wealth Corp. | 2,210 | $649.9K | 0.16% | +545+32.7% | Added |
| Retirement Planning Group, LLC | 2,211 | $650.3K | 0.42% | −59−2.6% | Reduced |
| Quad-Cities Investment Group, LLC | 2,211 | $650.4K | 0.26% | +1,044+89.5% | Added |
| Compton Financial Group, LLC | 2,214 | $651.2K | 0.14% | +54+2.5% | Added |
| Efficient Advisors, LLC | 2,214 | $651.3K | 0.05% | 00.0% | Unchanged |
| WealthPoint Financial, LLC | 2,216 | $652.0K | 0.55% | −268−10.8% | Reduced |
| Riverwater Partners LLC | 2,217 | $652.2K | 0.22% | +27+1.2% | Added |
| Tucker Asset Management LLC | 2,225 | $654.5K | 0.20% | −142−6.0% | Reduced |
| Camarda Financial Advisors, LLC | 2,229 | $655.6K | 0.35% | −8,357−78.9% | Reduced |
| Wealthcare Capital Management LLC | 2,229 | $655.7K | 0.07% | 00.0% | Unchanged |
| Pitti Group Wealth Management, LLC | 2,238 | $658.2K | 0.53% | +30+1.4% | Added |
| Safe Harbor Fiduciary, LLC | 2,238 | $658.3K | 0.63% | −15−0.7% | Reduced |
| Sensible Money, LLC | 2,239 | $658.6K | 0.20% | −9−0.4% | Reduced |
| Wealth Quarterback LLC | 2,240 | $659.0K | 0.26% | +655+41.3% | Added |
| Decker Wealth Management LLC | 2,241 | $659.2K | 0.15% | −13−0.6% | Reduced |
| Bell Investment Advisors, Inc | 2,243 | $659.8K | 0.10% | +69+3.2% | Added |
| Reuter James Wealth Management, LLC | 2,246 | $660.7K | 0.09% | −10−0.4% | Reduced |
| Level Financial Advisors, Inc. | 2,247 | $660.9K | 0.17% | −582−20.6% | Reduced |
| Waycross Partners, LLC | 2,247 | $661.0K | 0.06% | 00.0% | Unchanged |
| M1 Capital Management LLC | 2,248 | $661.3K | 0.30% | 00.0% | Unchanged |
| Carderock Capital Management Inc | 2,251 | $662.2K | 0.16% | +1,597+244.2% | Added |
| Clarion Wealth Managment Partners, LLC | 2,257 | $664.0K | 0.60% | +2+0.1% | Added |
| Leigh Baldwin & Co., LLC | 2,259 | $664.6K | 0.43% | +187+9.0% | Added |
| Ehrenkranz Partners L.P. | 2,268 | $667.2K | 0.53% | −189−7.7% | Reduced |
| Gratus Wealth Advisors, LLC | 2,277 | $669.7K | 0.10% | +403+21.5% | Added |
| CMG Global Holdings, LLC | 2,278 | $670.0K | 0.32% | −17−0.7% | Reduced |
| Foresight Global Investors, Inc. | 2,278 | $670.1K | 0.44% | 00.0% | Unchanged |
| Robinson Smith Wealth Advisors LLC | 2,278 | $670.1K | 0.45% | 00.0% | Unchanged |
| Broadway Wealth Solutions, Inc. | 2,280 | $670.6K | 0.35% | +114+5.3% | Added |
| Knuff & Co LLC | 2,282 | $671.3K | 0.20% | −87−3.7% | Reduced |
| Braun-Bostich & Associates Inc. | 2,284 | $671.9K | 0.42% | −62−2.6% | Reduced |
| Squire Investment Management Company, LLC | 2,285 | $672.2K | 0.19% | −15−0.7% | Reduced |
| Pachira Investments Inc. | 2,287 | $672.7K | 0.31% | +88+4.0% | Added |
| Blackstone Group Inc. | 2,289 | $673.3K | 0.00% | −12,367−84.4% | Reduced |
| 4WEALTH Advisors, Inc. | 2,375 | $674.0K | 0.58% | +82+3.6% | Added |
| Dunhill Financial, LLC | 5,006 | $674.3K | 0.16% | +3,182+174.5% | Added |
| Rexford Capital Inc | 2,296 | $675.4K | 0.48% | +185+8.8% | Added |
| Opus Capital Group, LLC | 2,299 | $676.0K | 0.07% | −6−0.3% | Reduced |
| SNS Financial Group, LLC | 2,299 | $676.3K | 0.06% | −53−2.3% | Reduced |
| American Investment Services, Inc. | 2,302 | $677.2K | 0.15% | 00.0% | Unchanged |
| Values Added Financial LLC | 2,308 | $678.9K | 0.29% | −10.0% | Reduced |
| OneAscent Investment Solutions LLC | 2,309 | $679.2K | 0.68% | −728−24.0% | Reduced |
| Connecticut Capital Management Group, LLC | 2,312 | $680.1K | 0.64% | −15−0.6% | Reduced |
| Wagner Wealth Management, Corp | 2,316 | $681.3K | 0.61% | −223−8.8% | Reduced |
| Silver Coast Investments LLC | 2,316 | $681.3K | 0.22% | +18+0.8% | Added |
| AXS Investments LLC | 2,318 | $681.9K | 0.28% | −157−6.3% | Reduced |
| Entelevest, LLC | 2,319 | $682.2K | 0.70% | +348+17.7% | Added |
| Ariston Services Group | 0 | $682.7K | 0.41% | −2,536−100.0% | Reduced |
| Moody Aldrich Partners LLC | 2,324 | $683.5K | 0.12% | +51+2.2% | Added |
| Gentry Private Wealth, LLC | 2,326 | $684.2K | 0.41% | −256−9.9% | Reduced |
| Corps Capital Advisors, LLC | 2,330 | $685.4K | 0.59% | 00.0% | Unchanged |
| IMZ Advisory Inc | 2,335 | $686.9K | 0.26% | −49−2.1% | Reduced |
| 6th Street Advisors, LLC | 2,335 | $687.0K | 0.43% | +2,335 | New |
| Coordinated Financial Services, Inc. | 2,341 | $688.8K | 0.40% | −94−3.9% | Reduced |
| Aster Capital Management (DIFC) Ltd | 2,809 | $689.0K | 0.23% | −13,866−83.2% | Reduced |
| Capitol Family Office, Inc. | 2,140 | $689.6K | 0.81% | 00.0% | Unchanged |
| AMG Asset Management Group, Inc. | 2,348 | $690.7K | 0.54% | +2,348 | New |
| Harvest Investment Services, LLC | 2,349 | $691.0K | 0.13% | −582−19.9% | Reduced |
| Lansing Street Advisors | 2,350 | $691.2K | 0.17% | −233−9.0% | Reduced |
| Drum Hill Capital, LLC | 2,351 | $691.6K | 0.64% | 00.0% | Unchanged |
| Betterment LLC | 2,356 | $693.0K | 0.00% | +34+1.5% | Added |
| Emergent Wealth Advisors, LLC | 2,360 | $694.2K | 0.41% | +168+7.7% | Added |
| Catalyst Private Wealth, LLC | 2,360 | $694.2K | 0.38% | +57+2.5% | Added |