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; 5,158 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 | 5,158 | $643.7B |
| Q1 2026 | 5,103 | $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 | 4,680 | $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 | 3,710 | $297.0B |
| Q2 2023 | 3,672 | $297.6B |
| Q1 2023 | 3,612 | $266.3B |
| Q4 2022 | 3,628 | $278.3B |
| Q3 2022 | 3,395 | $212.9B |
| Q2 2022 | 3,427 | $229.3B |
| Q1 2022 | 3,519 | $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 |
|---|---|---|---|---|---|
| QP Wealth Management, LLC | 2,844 | $836.6K | 1.43% | −3,017−51.5% | Reduced |
| Keating Financial Advisory Services, Inc. | 2,844 | $836.6K | 0.14% | +100+3.6% | Added |
| Cambridge Financial Group, LLC | 2,847 | $837.5K | 0.28% | +35+1.2% | Added |
| AMJ Financial Wealth Management | 2,850 | $838.4K | 0.20% | −38−1.3% | Reduced |
| Optivise Advisory Services LLC | 2,860 | $841.4K | 0.51% | −1,084−27.5% | Reduced |
| Meridian Financial, LLC | 2,862 | $842.0K | 0.46% | −3−0.1% | Reduced |
| Summit Wealth Group, LLC | 2,867 | $843.2K | 0.19% | −91−3.1% | Reduced |
| Allen Wealth Management, LLC | 2,867 | $843.4K | 0.42% | −113−3.8% | Reduced |
| Saturna Capital CORP | 2,873 | $845.1K | 0.01% | −1,000−25.8% | Reduced |
| Objective Capital Management, LLC | 2,874 | $845.6K | 0.85% | +172+6.4% | Added |
| Kellett Schaffner Wealth Advisors LLC | 2,875 | $845.8K | 0.46% | +372+14.9% | Added |
| Paladin Advisory Group, LLC | 2,877 | $846.3K | 0.64% | −48−1.6% | Reduced |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 2,877 | $846.3K | 0.11% | +35+1.2% | Added |
| Havemeyer Place LP | 2,883 | $848.1K | 0.10% | +1,953+210.0% | Added |
| Lynx Investment Advisory | 2,884 | $848.2K | 0.41% | +148+5.4% | Added |
| WMG Financial Advisors, LLC | 2,884 | $848.4K | 0.35% | −92−3.1% | Reduced |
| Bensler, LLC | 2,885 | $848.6K | 0.09% | +57+2.0% | Added |
| Reston Wealth Management LLC | 2,886 | $848.9K | 0.26% | −34−1.2% | Reduced |
| Strid Group, LLC | 2,889 | $850.0K | 0.11% | −62−2.1% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 2,892 | $851.0K | 0.25% | −11−0.4% | Reduced |
| Insight Wealth Partners, LLC | 2,894 | $851.3K | 0.34% | +80+2.8% | Added |
| Lord & Richards Wealth Management, LLC | 2,897 | $852.1K | 0.75% | −55−1.9% | Reduced |
| Ruggaard & Associates LLC | 2,908 | $855.4K | 0.34% | 00.0% | Unchanged |
| Maimon Wealth Management Ltd. | 3,016 | $855.9K | 0.75% | 00.0% | Unchanged |
| Renaissance Group LLC | 2,911 | $856.3K | 0.04% | −280−8.8% | Reduced |
| LightSquare Wealth Management, LLC | 2,921 | $859.2K | 0.64% | +2,921 | New |
| Capital Investment Management, Inc. | 2,925 | $860.3K | 0.30% | −10.0% | Reduced |
| West Wealth Group, LLC | 2,928 | $861.3K | 0.17% | +37+1.3% | Added |
| International Private Wealth Advisors LLC | 2,929 | $861.7K | 0.53% | −2,102−41.8% | Reduced |
| Hyposwiss Advisors SA | 2,934 | $863.1K | 0.85% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 2,911 | $865.7K | 0.44% | +17+0.6% | Added |
| Richmond Investment Services, LLC | 2,947 | $866.9K | 0.14% | +376+14.6% | Added |
| Jackson Thornton Asset Management, LLC | 2,800 | $867.6K | 0.08% | −177−5.9% | Reduced |
| Pine Harbor Wealth Management, LLC | 2,950 | $867.7K | 0.26% | +10.0% | Added |
| Youngs Advisory Group, Inc. | 2,952 | $868.4K | 0.31% | −88−2.9% | Reduced |
| Bond & Devick Financial Network, Inc. | 2,966 | $872.5K | 0.24% | 00.0% | Unchanged |
| Schoolcraft Capital LLC | 2,968 | $873.1K | 0.17% | +869+41.4% | Added |
| Paragon Capital Management Ltd | 2,968 | $873.3K | 0.18% | +14+0.5% | Added |
| CapWealth Advisors, LLC | 2,973 | $874.5K | 0.06% | +31+1.1% | Added |
| Financial Freedom, LLC | 2,974 | $875.0K | 0.44% | +46+1.6% | Added |
| BCS Wealth Management | 2,976 | $875.3K | 0.18% | −3,022−50.4% | Reduced |
| Avail Investment Partners, LLC | 2,980 | $877.0K | 0.94% | +2,980 | New |
| Maripau Wealth Management LLC | 2,985 | $878.0K | 0.39% | −20−0.7% | Reduced |
| Burkett Asset Management Ltd | 2,995 | $881.0K | 0.87% | −340−10.2% | Reduced |
| Hillcrest Wealth Advisors - NY, LLC | 2,995 | $881.0K | 0.36% | 00.0% | Unchanged |
| Ninepoint Partners LP | 2,997 | $881.6K | 0.10% | +384+14.7% | Added |
| Index Fund Advisors, Inc. | 2,998 | $881.8K | 0.04% | +1,033+52.6% | Added |
| Successful Portfolios LLC | 3,043 | $884.5K | 0.49% | −46−1.5% | Reduced |
| Spartan Planning & Wealth Management | 3,012 | $886.1K | 0.66% | −3,247−51.9% | Reduced |
| Fountainhead AM, LLC | 3,027 | $890.4K | 0.80% | +1,458+92.9% | Added |
| Miramontes Capital, LLC | 3,027 | $890.4K | 0.31% | +80+2.7% | Added |
| Bayban | 3,030 | $891.3K | 0.77% | +172+6.0% | Added |
| Signet Private Wealth LLC | 3,031 | $891.7K | 0.85% | −331−9.8% | Reduced |
| Investmark Advisory Group LLC | 3,033 | $892.3K | 0.38% | −37−1.2% | Reduced |
| Driehaus Capital Management LLC | 3,034 | $892.5K | 0.01% | −3,079−50.4% | Reduced |
| Carmel Capital Partners, LLC | 3,035 | $892.8K | 0.32% | +70+2.4% | Added |
| J. L. Bainbridge & Co., Inc. | 3,036 | $893.2K | 0.08% | −24−0.8% | Reduced |
| Endeavor Private Wealth, Inc. | 3,037 | $893.4K | 0.26% | −477−13.6% | Reduced |
| American Capital Advisory, LLC | 3,037 | $893.4K | 0.36% | −342−10.1% | Reduced |
| Wealthgarden F.S. LLC | 3,038 | $893.7K | 0.61% | −82−2.6% | Reduced |
| Mogy Joel R Investment Counsel Inc | 3,040 | $894.2K | 0.06% | −75−2.4% | Reduced |
| Lexington Hill Partners, LLC | 3,041 | $894.4K | 0.51% | +343+12.7% | Added |
| Wall Street Financial Group, Inc. | 3,042 | $894.8K | 0.53% | +347+12.9% | Added |
| Elevation Wealth Management LLC | 3,045 | $895.8K | 0.82% | +672+28.3% | Added |
| Laraway Financial Inc | 3,046 | $896.0K | 0.63% | −275−8.3% | Reduced |
| Ehrlich Financial Group | 3,049 | $896.9K | 0.52% | −53−1.7% | Reduced |
| Greater Midwest Financial Group, LLC | 3,052 | $897.7K | 0.48% | −8,199−72.9% | Reduced |
| Warren Street Wealth Advisors, LLC | 3,060 | $900.1K | 0.23% | +23+0.8% | Added |
| American National Bank of Texas | 3,062 | $900.7K | 0.86% | +2+0.1% | Added |
| Ring Mountain Capital, LLC | 3,072 | $904.0K | 0.49% | −6−0.2% | Reduced |
| Future Financial Wealth Managment LLC | 2,956 | $904.2K | 0.58% | 00.0% | Unchanged |
| Kuhn & Co Investment Counsel | 3,077 | $905.0K | 0.58% | +137+4.7% | Added |
| Genesis Financial Group, LLC | 3,077 | $905.2K | 0.61% | −88−2.8% | Reduced |
| Absolute Capital Management, LLC | 3,087 | $908.1K | 0.30% | +19+0.6% | Added |
| Knightsbridge Asset Management, LLC | 3,092 | $909.6K | 0.12% | −143−4.4% | Reduced |
| Cogent Private Wealth, Inc. | 3,095 | $910.4K | 0.66% | +408+15.2% | Added |
| Arbor Wealth Advisors LLC | 3,096 | $910.7K | 0.64% | −9−0.3% | Reduced |
| Mindset Wealth Management, LLC | 3,097 | $911.1K | 0.24% | +205+7.1% | Added |
| Financial Enhancement Group LLC | 2,938 | $911.6K | 0.11% | +68+2.4% | Added |
| Cohen & Steers, Inc. | 3,100 | $912.0K | 0.00% | 00.0% | Unchanged |
| Pullen Investment Management, LLC | 3,103 | $912.8K | 0.46% | −9−0.3% | Reduced |
| Vertex Planning Partners, LLC | 3,104 | $913.1K | 0.18% | +127+4.3% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 3,106 | $913.6K | 0.42% | +3,106 | New |
| Tobias Financial Advisors, Inc. | 3,109 | $914.5K | 0.13% | −425−12.0% | Reduced |
| Golden Reserve Retirement LLC | 3,112 | $915.4K | 0.19% | −638−17.0% | Reduced |
| Alpha Advisors, LLC | 3,121 | $918.1K | 0.72% | +44+1.4% | Added |
| Pacific Center for Financial Services | 3,124 | $918.8K | 0.23% | −162−4.9% | Reduced |
| BNB Wealth Management, LLC | 3,128 | $920.4K | 0.59% | −521−14.3% | Reduced |
| Byrne Financial Freedom, LLC | 3,131 | $921.1K | 0.44% | −424−11.9% | Reduced |
| LongView Wealth Management | 2,961 | $921.2K | 0.23% | −22−0.7% | Reduced |
| Accuvest Global Advisors | 3,135 | $922.0K | 0.86% | −2,848−47.6% | Reduced |
| SilverOak Wealth Management LLC | 3,135 | $922.1K | 0.15% | −5−0.2% | Reduced |
| RBA Wealth Management, LLC | 3,142 | $924.2K | 0.33% | −39−1.2% | Reduced |
| AIMZ Investment Advisors, LLC | 3,143 | $924.6K | 0.29% | −50−1.6% | Reduced |
| Holcombe Financial, Inc. | 3,147 | $925.7K | 0.54% | −26−0.8% | Reduced |
| Grey Fox Wealth Advisors, LLC | 3,149 | $926.2K | 0.18% | +111+3.7% | Added |
| Smith Shellnut Wilson LLC | 3,150 | $926.6K | 0.40% | −22−0.7% | Reduced |
| Legacy Wealth Partners, LLC | 3,150 | $926.6K | 0.23% | +74+2.4% | Added |
| Wilian Securities, LLC | 3,154 | $927.7K | 2.28% | −546−14.8% | Reduced |
| Ironwood Investment Management LLC | 3,154 | $927.8K | 0.39% | 00.0% | Unchanged |