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 |
|---|---|---|---|---|---|
| Stonebridge Capital Management Inc | 2,360 | $694.2K | 0.32% | +2,360 | New |
| Avid Wealth Partners LLC | 2,362 | $694.8K | 0.33% | +261+12.4% | Added |
| Thrive Capital Management, LLC | 2,372 | $697.8K | 0.15% | −177−6.9% | Reduced |
| Basepoint Wealth LLC | 2,373 | $698.0K | 0.40% | −42−1.7% | Reduced |
| Legend Capital Advisors LLC | 2,374 | $698.3K | 0.44% | 00.0% | Unchanged |
| Coco Enterprises, LLC | 2,357 | $698.5K | 0.36% | 00.0% | Unchanged |
| Cypress Financial Planning LLC | 2,379 | $699.9K | 0.20% | +74+3.2% | Added |
| Friday Financial | 2,380 | $700.2K | 0.24% | +13+0.5% | Added |
| Atlas Private Wealth Advisors | 2,384 | $701.3K | 0.17% | −34−1.4% | Reduced |
| Wisconsin Wealth Advisors, LLC | 2,385 | $701.4K | 0.69% | +79+3.4% | Added |
| UMA Financial Services, Inc. | 2,385 | $701.6K | 0.10% | +16+0.7% | Added |
| Beirne Wealth Consulting Services, LLC | 2,386 | $701.9K | 0.20% | +4+0.2% | Added |
| Boreal Capital Management LLC | 2,390 | $703.0K | 0.61% | −212−8.1% | Reduced |
| Wallace Capital Management Inc. | 2,390 | $703.2K | 0.08% | −30−1.2% | Reduced |
| Tuttle Tactical Management | 2,391 | $703.3K | 1.16% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 2,391 | $703.4K | 0.26% | +474+24.7% | Added |
| Tamar Securities, LLC | 2,393 | $703.9K | 0.08% | +65+2.8% | Added |
| Paul Damon & Associates, Inc. | 2,396 | $704.8K | 0.31% | +252+11.8% | Added |
| Beaird Harris Wealth Management, LLC | 2,397 | $705.1K | 0.05% | +159+7.1% | Added |
| Heritage Family Offices, LLP | 2,398 | $705.4K | 0.31% | +1,694+240.6% | Added |
| Arbor Investment Advisors, LLC | 2,405 | $707.4K | 0.09% | +163+7.3% | Added |
| Charter Research & Investment Group, Inc. | 2,406 | $707.9K | 0.47% | +220+10.1% | Added |
| Altar Rock LLC | 2,411 | $709.2K | 0.83% | +514+27.1% | Added |
| Piedmont Capital Management, LLC | 2,415 | $710.4K | 0.47% | +47+2.0% | Added |
| Wise Wealth Partners | 2,415 | $710.4K | 0.96% | −126−5.0% | Reduced |
| Lee Johnson Capital Management, LLC | 2,417 | $711.0K | 0.25% | −21,827−90.0% | Reduced |
| SLT Holdings LLC | 2,421 | $712.2K | 0.50% | +54+2.3% | Added |
| Intergy Private Wealth, LLC | 2,423 | $712.8K | 0.21% | +89+3.8% | Added |
| FDx Advisors, Inc. | 2,425 | $713.0K | 0.23% | +2,425 | New |
| Rockbridge Capital Management LLC | 2,424 | $713.0K | 0.48% | 00.0% | Unchanged |
| Compass Financial Group, INC | 2,428 | $714.1K | 0.10% | +380+18.6% | Added |
| jvl associates llc | 2,428 | $714.3K | 0.24% | +363+17.6% | Added |
| Jacobs & Co | 2,431 | $715.0K | 0.07% | +57+2.4% | Added |
| Plum Street Advisors, LLC | 2,431 | $715.1K | 0.25% | +9+0.4% | Added |
| Cogent Strategic Wealth LLC | 2,432 | $715.4K | 0.74% | +1,216+100.0% | Added |
| Troutman Wealth Management, LLC | 2,437 | $716.8K | 0.60% | −10.0% | Reduced |
| True Link Financial Advisors, LLC | 2,438 | $717.2K | 0.04% | +120+5.2% | Added |
| Clay Northam Wealth Management, LLC | 2,447 | $719.8K | 0.40% | +10+0.4% | Added |
| Prospera Capital Management, LLC | 2,452 | $721.3K | 0.36% | +10+0.4% | Added |
| High Point Wealth Management, LLC | 2,454 | $722.0K | 0.70% | +675+37.9% | Added |
| SMART Wealth LLC | 2,455 | $722.2K | 0.21% | −128−5.0% | Reduced |
| Brand Asset Management Group, Inc. | 2,458 | $723.0K | 0.19% | +162+7.1% | Added |
| Sharp Financial Services, LLC | 2,460 | $723.5K | 0.36% | +634+34.7% | Added |
| Twin Peaks Wealth Advisors, LLC | 2,460 | $723.6K | 0.18% | +10+0.4% | Added |
| Foguth Wealth Management, LLC. | 2,419 | $724.2K | 0.08% | +330+15.8% | Added |
| Panoramic Capital Partners, LLC | 2,466 | $725.4K | 0.45% | +42+1.7% | Added |
| XY Planning Network, Inc. | 2,459 | $726.3K | 0.12% | −215−8.0% | Reduced |
| William Mack & Associates, Inc. | 2,469 | $726.4K | 0.42% | −1,143−31.6% | Reduced |
| Lynch Investment Planning, LLC | 2,470 | $726.5K | 0.65% | −71−2.8% | Reduced |
| Walker Asset Management, LLC | 2,470 | $726.6K | 0.39% | +22+0.9% | Added |
| StoryOne LLC | 0 | $726.9K | 0.41% | 0 | Unchanged |
| TFB Advisors LLC | 2,472 | $727.2K | 0.38% | −1,251−33.6% | Reduced |
| Dupree Financial Group, LLC | 2,472 | $727.2K | 0.29% | −57−2.3% | Reduced |
| Corundum Trust Company, INC | 2,476 | $728.3K | 1.66% | +34+1.4% | Added |
| waypoint wealth counsel | 2,486 | $731.2K | 0.38% | −2,571−50.8% | Reduced |
| Financial Insights, Inc. | 2,487 | $731.6K | 0.24% | −12−0.5% | Reduced |
| Kaizen Financial Strategies | 2,364 | $732.8K | 0.31% | +8+0.3% | Added |
| Arnhold LLC | 2,492 | $733.0K | 0.05% | 00.0% | Unchanged |
| Bender Robert & Associates | 2,495 | $733.8K | 0.18% | +2,495 | New |
| Carter Financial Group, INC. | 2,497 | $734.5K | 0.45% | −74−2.9% | Reduced |
| S&T Bank | 2,499 | $735.1K | 0.27% | +205+8.9% | Added |
| CBIZ Investment Advisory Services, LLC | 2,500 | $735.4K | 0.03% | −866−25.7% | Reduced |
| Sassicaia Capital Advisers LLC | 2,500 | $735.4K | 0.83% | −3,500−58.3% | Reduced |
| Murphy Pohlad Asset Management LLC | 2,500 | $735.4K | 0.26% | −65−2.5% | Reduced |
| Bramshill Investments, LLC | 2,500 | $735.4K | 0.06% | 00.0% | Unchanged |
| New Insight Wealth Advisors | 2,503 | $736.3K | 0.26% | −112−4.3% | Reduced |
| Eagle Wealth Advisors LLC | 2,503 | $736.3K | 0.68% | +48+2.0% | Added |
| Plan A Wealth LLC | 2,505 | $736.9K | 0.35% | −72−2.8% | Reduced |
| Tactive Advisors, LLC | 2,515 | $739.7K | 0.21% | −27−1.1% | Reduced |
| Forum Private Client Group LLC | 2,515 | $739.8K | 0.25% | +158+6.7% | Added |
| Harvest Fund Management Co., Ltd | 2,517 | $740.0K | 0.03% | −295−10.5% | Reduced |
| MKT Advisors LLC | 2,489 | $740.1K | 0.25% | −10.0% | Reduced |
| Wealthstar Advisors, LLC | 2,519 | $741.1K | 0.44% | −98−3.7% | Reduced |
| Impact Partnership Wealth, LLC | 2,521 | $741.5K | 0.09% | −177−6.6% | Reduced |
| First Affirmative Financial Network | 2,521 | $741.6K | 0.29% | +2,521 | New |
| Nicholson Wealth Management Group, LLC | 2,522 | $741.9K | 0.43% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 2,524 | $742.5K | 0.72% | −35−1.4% | Reduced |
| Genesis Private Wealth, LLC | 2,527 | $743.5K | 0.23% | −64−2.5% | Reduced |
| Catalina Capital Group, LLC | 2,528 | $743.7K | 0.46% | +23+0.9% | Added |
| America First Investment Advisors, LLC | 2,529 | $743.9K | 0.14% | 00.0% | Unchanged |
| Nolet Wealth Management, LLC | 2,536 | $745.9K | 0.42% | −22−0.9% | Reduced |
| Horizon Bancorp Inc | 2,536 | $746.0K | 0.36% | −173−6.4% | Reduced |
| Meramec Financial Planners, LLC | 2,355 | $746.5K | 0.30% | −1,276−35.1% | Reduced |
| Investment Insight Wealth Management, LLC | 2,539 | $746.8K | 0.81% | +10.0% | Added |
| Axis Wealth Partners, LLC | 2,540 | $747.1K | 0.40% | +364+16.7% | Added |
| OneAscent Wealth Management LLC | 2,540 | $747.2K | 0.25% | −655−20.5% | Reduced |
| Keener Financial Planning LLC | 2,544 | $748.0K | 0.31% | 00.0% | Unchanged |
| Sloy Dahl & Holst, LLC | 2,547 | $749.2K | 0.10% | +18+0.7% | Added |
| Shikiar Asset Management Inc | 2,549 | $750.0K | 0.22% | −500−16.4% | Reduced |
| Maridea Wealth Management LLC | 2,551 | $750.4K | 0.11% | −5,766−69.3% | Reduced |
| Dixon Fnancial Services, Inc. | 2,553 | $751.0K | 0.34% | −5,275−67.4% | Reduced |
| Breakthru Advisory Services, LLC | 2,553 | $751.0K | 1.20% | −151−5.6% | Reduced |
| ESL Trust Services, LLC | 2,553 | $751.0K | 0.14% | −10−0.4% | Reduced |
| NerdWallet Wealth Partners, LLC | 2,555 | $751.5K | 0.33% | +1,002+64.5% | Added |
| Broderick Brian C | 2,560 | $753.0K | 0.14% | +450+21.3% | Added |
| Vision Retirement, LLC | 2,567 | $755.1K | 0.21% | +8+0.3% | Added |
| CacheTech Inc. | 2,569 | $755.6K | 0.15% | +926+56.4% | Added |
| Fedenia Advisers LLC | 2,570 | $756.0K | 0.56% | −1,385−35.0% | Reduced |
| Ogorek Anthony Joseph | 2,575 | $757.0K | 0.21% | −22−0.8% | Reduced |
| Accelerate Investment Advisors LLC | 2,575 | $757.4K | 0.51% | −64−2.4% | Reduced |