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 |
|---|---|---|---|---|---|
| Integrity Advisory Solutions, LLC | 3,155 | $928.1K | 0.12% | +1,310+71.0% | Added |
| Atala Financial Inc | 3,148 | $929.0K | 0.62% | +60+1.9% | Added |
| Creekside Partners | 3,171 | $932.8K | 0.38% | 00.0% | Unchanged |
| Expressive Wealth LLC | 2,965 | $933.6K | 0.89% | −1,697−36.4% | Reduced |
| Cornerstone Financial Management LLC | 3,176 | $934.3K | 0.86% | +10.0% | Added |
| Collective Family Office LLC | 3,180 | $935.4K | 0.21% | −159−4.8% | Reduced |
| Fiducient Advisors LLC | 3,183 | $936.3K | 0.12% | −1,017−24.2% | Reduced |
| Oberweis Asset Management Inc | 3,184 | $936.5K | 0.03% | +132+4.3% | Added |
| Ameriflex Group, Inc. | 3,186 | $937.1K | 0.47% | −295−8.5% | Reduced |
| Tillman Hartley LLC | 3,187 | $937.5K | 0.24% | −670−17.4% | Reduced |
| Lawood & Co | 3,191 | $938.7K | 0.87% | −207−6.1% | Reduced |
| Lionshead Wealth Management, LLC | 3,192 | $939.0K | 0.69% | −38−1.2% | Reduced |
| Verus Financial Partners, Inc. | 3,031 | $939.6K | 0.08% | +112+3.8% | Added |
| Western Financial Corp | 3,197 | $940.4K | 0.37% | +708+28.4% | Added |
| Invested Advisors | 3,200 | $941.3K | 0.95% | +17+0.5% | Added |
| Fortis Capital Management LLC | 3,202 | $942.0K | 0.13% | +194+6.4% | Added |
| WestHill Financial Advisors, Inc. | 3,204 | $942.4K | 0.18% | −5−0.2% | Reduced |
| Wolff Financial Management LLC | 3,209 | $944.0K | 0.21% | 00.0% | Unchanged |
| North Point Portfolio Managers Corp | 3,211 | $944.5K | 0.17% | +146+4.8% | Added |
| Salzhauer Michael | 3,215 | $945.7K | 0.45% | 00.0% | Unchanged |
| Wallington Asset Management, LLC | 3,218 | $946.6K | 0.13% | −1,835−36.3% | Reduced |
| A. D. Beadell Investment Counsel, Inc. | 3,222 | $947.0K | 0.60% | 00.0% | Unchanged |
| Myriad Asset Management US LP | 3,225 | $949.0K | 1.42% | −352−9.8% | Reduced |
| ZRC Wealth Management, LLC | 3,228 | $949.6K | 0.34% | +50+1.6% | Added |
| Illumine Investment Management, LLC | 3,241 | $953.4K | 0.73% | 00.0% | Unchanged |
| Partners Wealth Management, LLC | 3,248 | $955.4K | 0.98% | −10.0% | Reduced |
| Pursuit Wealth Strategies, LLC | 3,253 | $956.8K | 1.33% | +76+2.4% | Added |
| Worthington Financial Partners, LLC | 3,258 | $958.4K | 0.82% | +1,000+44.3% | Added |
| Capital Management Associates, Inc | 3,262 | $959.4K | 0.22% | +567+21.0% | Added |
| Clune & Associates, Ltd. | 3,262 | $959.5K | 0.18% | 00.0% | Unchanged |
| Praxis Capital Management LLC | 3,263 | $959.8K | 2.24% | +15+0.5% | Added |
| Tacita Capital Inc | 3,265 | $960.4K | 0.57% | +39+1.2% | Added |
| Silver Lake Advisory, LLC | 3,268 | $961.4K | 0.38% | +14+0.4% | Added |
| Capital Advantage, Inc. | 3,272 | $962.6K | 0.13% | +83+2.6% | Added |
| Weaver Consulting Group | 3,274 | $963.1K | 0.23% | −32−1.0% | Reduced |
| WealthTrust Asset Management, LLC | 3,278 | $964.1K | 0.58% | +190+6.2% | Added |
| apricus wealth, LLC | 3,278 | $964.3K | 0.47% | −165−4.8% | Reduced |
| DecisionMap Wealth Management, LLC | 3,279 | $964.6K | 0.62% | +225+7.4% | Added |
| Eubel Brady & Suttman Asset Management Inc | 3,282 | $965.0K | 0.11% | −124−3.6% | Reduced |
| Vance Wealth, Inc. | 3,281 | $965.1K | 0.28% | +176+5.7% | Added |
| Concentrum Wealth Management | 3,282 | $965.4K | 0.29% | +1,999+155.8% | Added |
| Motive Wealth Advisors | 3,289 | $967.5K | 0.45% | −38−1.1% | Reduced |
| Next Capital Management LLC | 3,293 | $968.6K | 0.29% | +222+7.2% | Added |
| Tranquilli Financial Advisor LLC | 3,295 | $969.3K | 0.57% | −403−10.9% | Reduced |
| Beto Financial Group, LLC | 3,165 | $969.5K | 0.57% | −162−4.9% | Reduced |
| Magnolia Private Wealth, LLC | 3,300 | $970.7K | 0.65% | +364+12.4% | Added |
| Inspire Advisors, LLC | 3,301 | $971.0K | 0.08% | +542+19.6% | Added |
| Opal Wealth Advisors, LLC | 3,304 | $971.9K | 0.22% | −59−1.8% | Reduced |
| Ascension Capital Advisors, Inc. | 3,304 | $971.9K | 0.31% | +1,784+117.4% | Added |
| Carmignac Gestion | 3,308 | $973.1K | 0.01% | −8,092−71.0% | Reduced |
| Measured Wealth Private Client Group, LLC | 3,319 | $976.3K | 0.27% | −3,064−48.0% | Reduced |
| South Shore Capital Advisors | 3,326 | $978.4K | 0.72% | −269−7.5% | Reduced |
| Vawter Financial, Ltd. | 3,326 | $978.4K | 0.41% | −484−12.7% | Reduced |
| Buttonwood Financial Advisors Inc. | 3,335 | $981.1K | 0.33% | −63−1.9% | Reduced |
| Ackerman Capital Advisors, LLC | 3,336 | $981.3K | 0.20% | −18−0.5% | Reduced |
| Parkside Investments, LLC | 3,336 | $981.4K | 0.12% | +1,079+47.8% | Added |
| Riversedge Advisors, LLC | 3,337 | $981.5K | 0.16% | −446−11.8% | Reduced |
| Rede Wealth, LLC | 3,338 | $981.9K | 0.35% | 00.0% | Unchanged |
| Bravera Wealth | 3,340 | $982.5K | 0.44% | +139+4.3% | Added |
| Joule Financial, LLC | 3,347 | $984.8K | 0.29% | −219−6.1% | Reduced |
| National Wealth Management Group, LLC | 3,351 | $985.8K | 0.37% | −39−1.2% | Reduced |
| Glass Wealth Management Co LLC | 3,356 | $987.3K | 0.38% | +2+0.1% | Added |
| Bank & Trust Co | 3,357 | $987.5K | 0.67% | 00.0% | Unchanged |
| Mullooly Asset Management, Inc. | 3,357 | $987.6K | 0.36% | +12+0.4% | Added |
| Permanent Capital Management, LP | 3,158 | $989.1K | 0.15% | −169−5.1% | Reduced |
| Guidance Capital, Inc | 3,198 | $989.5K | 0.22% | +589+22.6% | Added |
| FSA Advisors, Inc. | 3,365 | $989.9K | 0.65% | −47,968−93.4% | Reduced |
| Truepoint, Inc. | 3,366 | $990.1K | 0.02% | −20−0.6% | Reduced |
| Mascoma Wealth Management LLC | 3,374 | $992.5K | 0.21% | −207−5.8% | Reduced |
| TruNorth Capital Management, LLC | 3,374 | $992.5K | 0.19% | −18−0.5% | Reduced |
| Diamant Asset Management, Inc. | 993,084 | $993.1K | 0.72% | +989,901+31,099.6% | Added |
| Founders Grove Wealth Partners, LLC | 3,383 | $995.1K | 0.23% | +44+1.3% | Added |
| Greenline Wealth Management LLC | 3,393 | $998.0K | 1.15% | +799+30.8% | Added |
| TCFG Wealth Management, LLC | 3,393 | $998.0K | 0.37% | +54+1.6% | Added |
| TCFG Investment Advisors, LLC | 3,393 | $998.0K | 0.37% | +3,393 | New |
| Symmetry Partners, LLC | 3,394 | $998.4K | 0.06% | +507+17.6% | Added |
| Beckerman Institutional, LLC | 3,400 | $1.00M | 0.53% | 00.0% | Unchanged |
| Old North State Wealth Management, LLC | 3,394 | $1.00M | 0.46% | −41−1.2% | Reduced |
| Acorn Creek Capital LLC | 3,405 | $1.00M | 0.36% | +19+0.6% | Added |
| Fortitude Family Office, LLC | 3,405 | $1.00M | 0.22% | −5,905−63.4% | Reduced |
| Sanchez Gaunt Capital Management, LLC | 3,408 | $1.00M | 0.63% | +3,408 | New |
| Maltin Wealth Management, Inc. | 3,408 | $1.00M | 0.38% | −102−2.9% | Reduced |
| Wealth Science Advisors LLC | 3,112 | $1.00M | 0.56% | 00.0% | Unchanged |
| NFP Retirement, Inc. | 3,413 | $1.00M | 0.06% | +25+0.7% | Added |
| Bright Futures Wealth Management, LLC. | 3,421 | $1.01M | 0.69% | −103−2.9% | Reduced |
| Hamilton Capital, LLC | 3,421 | $1.01M | 0.05% | −1,277−27.2% | Reduced |
| Hopwood Financial Services, Inc. | 3,428 | $1.01M | 0.68% | −525−13.3% | Reduced |
| Watershed Private Wealth LLC | 3,428 | $1.01M | 0.31% | −388−10.2% | Reduced |
| Gouws Capital LLC | 3,433 | $1.01M | 0.53% | −140−3.9% | Reduced |
| RVW Wealth, LLC | 3,438 | $1.01M | 0.08% | −1,230−26.3% | Reduced |
| Pennington Partners & Co., LLC | 3,439 | $1.01M | 0.35% | +482+16.3% | Added |
| Burton Enright Welch | 3,444 | $1.01M | 0.14% | +413+13.6% | Added |
| Bellevue Asset Management, LLC | 3,446 | $1.01M | 0.51% | +10+0.3% | Added |
| Quantum Private Wealth, LLC | 3,448 | $1.01M | 0.31% | +37+1.1% | Added |
| Hamilton Wealth, LLC | 3,448 | $1.01M | 0.20% | −1,300−27.4% | Reduced |
| FORA Capital, LLC | 3,460 | $1.02M | 0.07% | +3,460 | New |
| BLI - Banque de Luxembourg Investments | 3,200 | $1.02M | 0.03% | 00.0% | Unchanged |
| Firestone Capital Management | 3,463 | $1.02M | 0.21% | +2+0.1% | Added |
| ISAM Funds (UK) Ltd | 3,466 | $1.02M | 0.50% | −700−16.8% | Reduced |
| LifePlan Investment Advisors, Inc. | 3,475 | $1.02M | 0.40% | +116+3.5% | Added |