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 |
|---|---|---|---|---|---|
| Cherrydale Wealth Management, LLC | 2,577 | $758.0K | 0.23% | −76−2.9% | Reduced |
| Birch Financial Group, LLC | 2,577 | $758.1K | 0.44% | +11+0.4% | Added |
| Prospect Financial Group LLC | 2,581 | $759.2K | 0.70% | −6−0.2% | Reduced |
| IFS Group,LLC | 2,584 | $760.1K | 0.68% | +2,584 | New |
| SP Asset Management LLC | 2,587 | $760.9K | 0.07% | −619−19.3% | Reduced |
| Balentine LLC | 2,587 | $761.0K | 0.03% | −265−9.3% | Reduced |
| Prudent Investors Network | 2,588 | $761.3K | 0.17% | −54−2.0% | Reduced |
| Banque de Luxembourg S.A. | 2,588 | $761.3K | 0.39% | +204+8.6% | Added |
| Arch Global Advisors, LLC | 2,590 | $761.9K | 0.40% | +2,590 | New |
| Ironsides Asset Advisors, LLC | 2,590 | $762.0K | 0.19% | +644+33.1% | Added |
| Palatine Hill Wealth Management, LLC | 2,591 | $762.1K | 0.66% | −37−1.4% | Reduced |
| J.M. Arbour, LLC | 2,597 | $763.9K | 0.73% | −142−5.2% | Reduced |
| Richwood Investment Advisors, LLC | 2,601 | $765.1K | 0.59% | −15−0.6% | Reduced |
| Archetype Wealth Partners | 2,608 | $767.0K | 0.10% | −699−21.1% | Reduced |
| Madden Securities Corp | 2,614 | $768.9K | 0.23% | +115+4.6% | Added |
| Catalyst Investment Management LLC | 2,479 | $769.2K | 0.85% | −90−3.5% | Reduced |
| HC Advisors, LLC | 2,616 | $769.6K | 0.52% | −61−2.3% | Reduced |
| Core Wealth Advisors, Inc. | 2,617 | $769.8K | 0.18% | +257+10.9% | Added |
| Clearwave Capital, LLC | 2,618 | $770.0K | 0.53% | +410+18.6% | Added |
| Steinberganna Wealth Management | 2,622 | $771.2K | 0.37% | −282−9.7% | Reduced |
| Detalus Advisors, LLC | 2,626 | $772.3K | 0.18% | −56−2.1% | Reduced |
| Concorde Asset Management, LLC | 2,631 | $774.0K | 0.38% | −564−17.7% | Reduced |
| Swisher Financial Concepts, Inc. | 2,632 | $774.1K | 0.43% | +28+1.1% | Added |
| Presidio Capital Management, LLC | 2,632 | $774.2K | 0.22% | +70+2.7% | Added |
| Entrust Financial LLC | 2,637 | $775.8K | 0.54% | −21−0.8% | Reduced |
| Claret Asset Management Corp | 2,641 | $777.0K | 0.09% | −35−1.3% | Reduced |
| Bernardo Wealth Planning LLC | 2,647 | $778.5K | 0.15% | +160+6.4% | Added |
| Kerr Financial Planning Corp | 2,492 | $779.0K | 0.96% | +96+4.0% | Added |
| Coign Capital Advisors LLC | 2,654 | $780.6K | 0.41% | +10.0% | Added |
| Tandem Wealth Advisors LLC | 2,655 | $781.0K | 0.35% | +317+13.6% | Added |
| VSM Wealth Advisory, LLC | 2,656 | $781.4K | 0.23% | +10.0% | Added |
| Cornerstone Select Advisors, LLC | 2,657 | $781.6K | 0.49% | +541+25.6% | Added |
| Red Lighthouse Investment Management, LLC | 2,657 | $781.6K | 0.26% | +2,657 | New |
| Bravias Capital Group, LLC | 2,657 | $781.7K | 0.51% | −1,608−37.7% | Reduced |
| Hollow Brook Wealth Management LLC | 2,661 | $782.8K | 0.20% | −22−0.8% | Reduced |
| Westwood Wealth Management | 2,662 | $783.1K | 0.31% | −568−17.6% | Reduced |
| Roble, Belko & Company, Inc | 2,664 | $784.0K | 0.10% | −225−7.8% | Reduced |
| Odyssey Capital Advisors, Inc. | 2,666 | $784.2K | 0.70% | +10.0% | Added |
| Second Half Financial Partners, LLC | 2,668 | $784.8K | 0.35% | −1,705−39.0% | Reduced |
| Centerline Wealth Advisors, LLC | 2,672 | $786.0K | 0.28% | −112−4.0% | Reduced |
| Good Harbor Advisors, Inc. | 2,675 | $787.0K | 0.86% | −75−2.7% | Reduced |
| Sound Portfolio Advisors, LLC | 2,677 | $787.5K | 0.64% | +2,677 | New |
| Global Strategic Investment Solutions, LLC | 2,682 | $789.0K | 0.08% | +55+2.1% | Added |
| ICW Investment Advisors LLC | 2,683 | $789.2K | 0.29% | +6+0.2% | Added |
| Waller Financial Planning Group, Inc | 2,685 | $789.9K | 0.17% | +10.0% | Added |
| Cascade Investment Advisors, Inc. | 2,691 | $791.7K | 0.47% | −193−6.7% | Reduced |
| Acorns Advisers, LLC | 2,694 | $792.0K | 0.01% | +526+24.3% | Added |
| Prelude Capital Management, LLC | 2,693 | $792.2K | 0.06% | −2,279−45.8% | Reduced |
| Riverview Capital Advisers, LLC | 2,697 | $793.3K | 0.26% | −2−0.1% | Reduced |
| Copley Financial Group, Inc. | 2,699 | $793.9K | 0.48% | −13−0.5% | Reduced |
| White Lighthouse Investment Management Inc. | 2,707 | $796.2K | 0.11% | −966−26.3% | Reduced |
| Melfa Wealth Management, LLC | 2,707 | $796.2K | 0.46% | +36+1.3% | Added |
| Dakota Community Bank & Trust NA | 2,707 | $796.3K | 2.69% | −91−3.3% | Reduced |
| Elequin Capital LP | 2,711 | $797.5K | 0.07% | +2,711 | New |
| Pennsylvania Capital Management Inc | 2,716 | $799.0K | 0.23% | +701+34.8% | Added |
| Ssi Investment Management LLC | 2,717 | $799.2K | 0.06% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 2,721 | $800.4K | 0.13% | 00.0% | Unchanged |
| Investors Research Corp | 2,722 | $800.7K | 0.15% | 00.0% | Unchanged |
| Aletheian Wealth Advisors LLC | 2,725 | $801.6K | 0.39% | +2,725 | New |
| PCB Capital LLC | 2,726 | $801.7K | 1.26% | −58−2.1% | Reduced |
| Financial Security Advisor, Inc. | 2,726 | $802.0K | 0.15% | +82+3.1% | Added |
| Beacon Capital Management, LLC | 2,728 | $802.4K | 0.14% | −256−8.6% | Reduced |
| Planned Solutions, Inc. | 2,733 | $803.9K | 0.27% | 00.0% | Unchanged |
| Riverstone Advisors, LLC | 2,734 | $804.2K | 0.40% | +244+9.8% | Added |
| Flatrock Wealth Partners LLC | 2,740 | $806.1K | 0.36% | +21+0.8% | Added |
| Eagle Bay Advisors LLC | 2,744 | $807.1K | 0.71% | −832−23.3% | Reduced |
| Burkett Financial Services, LLC | 2,744 | $807.2K | 0.28% | −9−0.3% | Reduced |
| Harrington Investments, INC | 2,747 | $808.1K | 0.43% | −17−0.6% | Reduced |
| Arcadia Investment Management Corp | 2,752 | $809.5K | 0.14% | +2,112+330.0% | Added |
| Cahaba Wealth Management, Inc. | 2,752 | $809.6K | 0.05% | +227+9.0% | Added |
| Payne Capital Management, LLC | 2,753 | $809.7K | 0.25% | +222+8.8% | Added |
| Bennett Associates Wealth Management | 2,753 | $809.8K | 0.55% | +197+7.7% | Added |
| Putney Financial Group LLC | 2,756 | $810.7K | 0.82% | +344+14.3% | Added |
| Avenue 1 Advisors, LLC | 2,756 | $810.8K | 0.25% | −3−0.1% | Reduced |
| Allium Financial Advisors, LLC | 2,758 | $811.3K | 0.65% | 00.0% | Unchanged |
| Arkansas Financial Group, Inc. | 2,637 | $812.2K | 0.11% | +10+0.4% | Added |
| DGS Capital Management, LLC | 2,763 | $812.8K | 0.13% | +922+50.1% | Added |
| Elite Life Management LLC | 2,691 | $813.0K | 1.02% | +57+2.2% | Added |
| Goepper Burkhardt LLC | 2,766 | $813.5K | 0.27% | −4−0.1% | Reduced |
| Compass Capital Corp | 2,652 | $816.4K | 0.29% | +39+1.5% | Added |
| Stronghold Wealth Management L.L.C. | 2,780 | $817.8K | 1.24% | −214−7.1% | Reduced |
| My Personal CFO, LLC | 2,785 | $819.2K | 0.36% | −75−2.6% | Reduced |
| Reyes Financial Architecture, Inc. | 2,785 | $819.2K | 0.67% | +283+11.3% | Added |
| Sovereign Investment Advisors, LLC | 2,790 | $820.7K | 0.17% | +2,790 | New |
| Broyhill Asset Management | 2,794 | $821.9K | 0.81% | 00.0% | Unchanged |
| Flynn Zito Capital Management, LLC | 2,800 | $823.5K | 0.26% | +287+11.4% | Added |
| Alessandra Capital Management, LLC | 2,810 | $826.6K | 0.70% | −195−6.5% | Reduced |
| Perbak Capital Partners LLP | 2,811 | $826.9K | 0.20% | +2,811 | New |
| Wedge Capital Management L L P | 2,813 | $827.5K | 0.02% | +129+4.8% | Added |
| Keb Asset Management, LLC | 2,815 | $828.2K | 0.16% | −455−13.9% | Reduced |
| Castleview Partners, LLC | 2,817 | $828.6K | 0.42% | +333+13.4% | Added |
| Kahn Brothers Group Inc | 2,818 | $828.9K | 0.15% | −650−18.7% | Reduced |
| Code Waechter LLC | 2,821 | $829.7K | 0.49% | +69+2.5% | Added |
| Asset Planning,Inc | 2,822 | $830.1K | 0.59% | +54+2.0% | Added |
| Legacy Wealth Advisors, LLC | 2,823 | $830.4K | 0.42% | +506+21.8% | Added |
| Pin Oak Investment Advisors Inc | 2,826 | $831.0K | 0.59% | −226−7.4% | Reduced |
| Meridian Wealth Partners, LLC | 2,828 | $831.9K | 0.11% | −15−0.5% | Reduced |
| Krane Funds Advisors LLC | 2,814 | $832.0K | 0.03% | +806+40.1% | Added |
| TCM Advisors, LLC | – | $832.8K | 0.69% | – | – |
| CLG LLC | 2,834 | $833.7K | 0.21% | −39−1.4% | Reduced |