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 |
|---|---|---|---|---|---|
| Single Point Partners, LLC | 3,481 | $1.02M | 0.20% | −630−15.3% | Reduced |
| Millennium Capital Advisors, LLC | 3,481 | $1.02M | 0.63% | 00.0% | Unchanged |
| Ariadne Wealth Management, LP | 3,495 | $1.03M | 0.46% | −131−3.6% | Reduced |
| Investment Planning Advisors, Inc. | 3,497 | $1.03M | 0.28% | +610+21.1% | Added |
| WJ Interests, LLC | 3,498 | $1.03M | 0.40% | 00.0% | Unchanged |
| Oxford Wealth Group, LLC | 3,498 | $1.03M | 0.56% | +91+2.7% | Added |
| Postrock Partners LLC | 3,502 | $1.03M | 0.48% | 00.0% | Unchanged |
| Henrickson Nauta Wealth Advisors, Inc. | 3,502 | $1.03M | 0.29% | −2,200−38.6% | Reduced |
| Client 1st Advisory Group, LLC | 3,504 | $1.03M | 0.31% | +287+8.9% | Added |
| Hobart Private Capital, LLC | 3,506 | $1.03M | 0.20% | +131+3.9% | Added |
| Griffith & Werner, Inc. | 3,512 | $1.03M | 0.51% | +4+0.1% | Added |
| Isthmus Partners, LLC | 3,513 | $1.03M | 0.11% | +160+4.8% | Added |
| Carlson Financial, Inc. | 3,522 | $1.04M | 0.61% | +2+0.1% | Added |
| Fuller & Thaler Asset Management, Inc. | 3,529 | $1.04M | 0.00% | 00.0% | Unchanged |
| Strathmore Capital Advisors, Inc. | 3,372 | $1.04M | 0.29% | +63+1.9% | Added |
| Port Capital LLC | 3,536 | $1.04M | 0.05% | −91−2.5% | Reduced |
| Persium Advisors, LLC | 3,537 | $1.04M | 0.82% | +45+1.3% | Added |
| KFA Private Wealth Group, LLC | 3,541 | $1.04M | 0.25% | −28−0.8% | Reduced |
| Sivia Capital Partners, LLC | 3,545 | $1.04M | 0.20% | −3,428−49.2% | Reduced |
| Washington Capital Management Inc | 3,545 | $1.04M | 0.88% | 00.0% | Unchanged |
| Cardinal Strategic Wealth Guidance | 3,546 | $1.04M | 0.28% | −45−1.3% | Reduced |
| Arlington Trust Co LLC | 3,548 | $1.04M | 0.09% | +694+24.3% | Added |
| Wealth Advisors of Iowa, LLC | 3,549 | $1.04M | 0.32% | +50+1.4% | Added |
| Parkwoods Wealth Partners, LLC | 3,555 | $1.05M | 0.26% | +411+13.1% | Added |
| Amussen Hunsaker Associates LLC | 3,555 | $1.05M | 0.11% | +1,303+57.9% | Added |
| Owl Creek Wealth Partners LLC | 3,560 | $1.05M | 0.37% | +3,560 | New |
| Alpha Zero LLC | 3,566 | $1.05M | 0.53% | +12+0.3% | Added |
| Tilson Financial Group, Inc. | 3,567 | $1.05M | 0.31% | +3+0.1% | Added |
| Tributary Capital Management, LLC | 3,570 | $1.05M | 0.10% | −100−2.7% | Reduced |
| Granville Capital, Inc. | 3,575 | $1.05M | 0.55% | −257−6.7% | Reduced |
| Hanlon Investment Management, Inc. | 3,580 | $1.05M | 0.58% | −417−10.4% | Reduced |
| 1776 Wealth LLC | 3,582 | $1.05M | 0.41% | +2+0.1% | Added |
| Flagship Wealth Advisors, LLC | 3,637 | $1.05M | 0.45% | −396−9.8% | Reduced |
| J.E. Simmons & Co., P.C. | 3,594 | $1.06M | 0.71% | +176+5.1% | Added |
| Sonoma Private Wealth LLC | 3,594 | $1.06M | 1.30% | +539+17.6% | Added |
| KFG Wealth Management, LLC | 3,597 | $1.06M | 0.14% | +57+1.6% | Added |
| IVC Wealth Advisors LLC | 3,601 | $1.06M | 0.46% | +67+1.9% | Added |
| Wealthedge Investment Advisors, LLC | 3,613 | $1.06M | 0.39% | +593+19.6% | Added |
| Safeguard Investment Advisory Group, LLC | 3,624 | $1.07M | 0.29% | −158−4.2% | Reduced |
| Invenio Wealth Partners LLC | 3,645 | $1.07M | 0.43% | +15+0.4% | Added |
| Hughes Financial Services, LLC | 3,647 | $1.07M | 0.16% | +584+19.1% | Added |
| Rise Advisors, LLC | 3,634 | $1.07M | 0.38% | −21−0.6% | Reduced |
| Brookwood Investment Group LLC | 3,655 | $1.08M | 0.14% | −1,476−28.8% | Reduced |
| Coastwise Capital Group, LLC | 3,659 | $1.08M | 0.60% | +62+1.7% | Added |
| Flaharty Asset Management, LLC | 3,661 | $1.08M | 0.13% | +100+2.8% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 3,661 | $1.08M | 0.06% | −512−12.3% | Reduced |
| Pine Haven Investment Counsel, Inc | 3,666 | $1.08M | 0.79% | 00.0% | Unchanged |
| MFA Wealth Services | 3,674 | $1.08M | 0.72% | −45−1.2% | Reduced |
| Horst & Graben Wealth Management LLC | 3,470 | $1.08M | 0.15% | +796+29.8% | Added |
| Fermata Advisors, LLC | 3,684 | $1.08M | 0.24% | +2,523+217.3% | Added |
| Lifeworks Advisors, LLC | 3,690 | $1.09M | 0.14% | +29+0.8% | Added |
| Custom Index Systems, LLC | 3,691 | $1.09M | 0.47% | +24+0.7% | Added |
| Gambit Capital Management, LLC | 3,695 | $1.09M | 0.78% | −87−2.3% | Reduced |
| Bluesphere Advisors, LLC | 3,696 | $1.09M | 0.39% | −508−12.1% | Reduced |
| Ecofi Investissements SA | 3,700 | $1.09M | 1.98% | 00.0% | Unchanged |
| NCP Inc. | 3,700 | $1.09M | 1.81% | −150−3.9% | Reduced |
| Hidden Cove Wealth Management, LLC | 3,700 | $1.09M | 0.70% | +49+1.3% | Added |
| Wescott Financial Advisory Group, LLC | 3,704 | $1.09M | 0.10% | +506+15.8% | Added |
| Willis Johnson & Associates, Inc. | 3,705 | $1.09M | 0.06% | −60−1.6% | Reduced |
| von Borstel & Associates, Inc. | 3,706 | $1.09M | 0.25% | +40+1.1% | Added |
| Tanager Wealth Management LLP | 3,708 | $1.09M | 0.11% | −175−4.5% | Reduced |
| Napier Financial, LLC | 3,710 | $1.09M | 0.25% | +3,710 | New |
| Santori & Peters | 3,710 | $1.09M | 0.34% | +9+0.2% | Added |
| Wealthcare Capital Partners, LLC | 3,711 | $1.09M | 0.51% | +84+2.3% | Added |
| PeakShares LLC | 3,721 | $1.09M | 1.00% | +457+14.0% | Added |
| Semus Wealth Partners LLC | 3,724 | $1.10M | 0.61% | +95+2.6% | Added |
| BlueSky Wealth Advisors, LLC | 3,729 | $1.10M | 0.14% | +313+9.2% | Added |
| D.B. Root & Company, LLC | 3,736 | $1.10M | 0.26% | −242−6.1% | Reduced |
| Mayfair Advisory Group, LLC | 3,737 | $1.10M | 0.38% | +138+3.8% | Added |
| First Community Trust NA | 3,739 | $1.10M | 0.81% | +266+7.7% | Added |
| Northbridge Financial Group, LLC | 3,511 | $1.10M | 0.47% | −24−0.7% | Reduced |
| Fulcrum Equity Management | 3,746 | $1.10M | 1.07% | +72+2.0% | Added |
| KDT Advisors, LLC | 3,747 | $1.10M | 1.76% | 00.0% | Unchanged |
| Delphi Management Inc | 3,759 | $1.11M | 1.32% | −1,086−22.4% | Reduced |
| Lewis Asset Management, LLC | 3,765 | $1.11M | 0.45% | +61+1.6% | Added |
| Abound Wealth Management | 3,770 | $1.11M | 0.25% | +113+3.1% | Added |
| GLR Partners, LLC | 3,773 | $1.11M | 0.61% | +3,773 | New |
| Wellington Grp LLC | 3,788 | $1.11M | 0.34% | +1,035+37.6% | Added |
| a16z Perennial Management, L.P. | 3,789 | $1.11M | 0.09% | 00.0% | Unchanged |
| Heck Capital Advisors, LLC | 3,791 | $1.12M | 0.08% | −1,445−27.6% | Reduced |
| Future Fund LLC | 3,794 | $1.12M | 0.39% | −976−20.5% | Reduced |
| Essential Investment Partners LLC | 3,797 | $1.12M | 1.03% | +1,792+89.4% | Added |
| Summa Corp. | 3,800 | $1.12M | 0.46% | 00.0% | Unchanged |
| Harbor Group, Inc. | 3,801 | $1.12M | 0.16% | +18+0.5% | Added |
| Affinity Capital Advisors, LLC | 3,812 | $1.12M | 0.16% | −309−7.5% | Reduced |
| Themes Management Co LLC | 3,813 | $1.12M | 0.69% | +351+10.1% | Added |
| Hilton Head Capital Partners, LLC | 3,818 | $1.12M | 0.63% | +5+0.1% | Added |
| Walser Wealth Management Company, A Ltd Liability Co | 3,821 | $1.12M | 0.50% | +417+12.3% | Added |
| Advance Capital Management, Inc. | 3,823 | $1.12M | 0.04% | −106−2.7% | Reduced |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 3,631 | $1.12M | 0.84% | −1,735−32.3% | Reduced |
| Stonebridge Financial Group, LLC | 3,831 | $1.13M | 0.95% | +28+0.7% | Added |
| Prasad Wealth Partners, LLC | 3,831 | $1.13M | 0.31% | +95+2.5% | Added |
| Hoxton Planning & Management, LLC | 3,840 | $1.13M | 0.34% | −99−2.5% | Reduced |
| Avantra Family Wealth, Inc. | 3,843 | $1.13M | 0.84% | −105−2.7% | Reduced |
| Peck Wealth Management, LLC | 3,852 | $1.13M | 1.14% | −200−4.9% | Reduced |
| Wimmer Associates 1, LLC | 3,861 | $1.14M | 0.55% | −59−1.5% | Reduced |
| Holland Advisory Services, Inc. | 3,862 | $1.14M | 1.52% | +263+7.3% | Added |
| Roberts Glore & Co Inc | 3,866 | $1.14M | 0.31% | −21−0.5% | Reduced |
| Merrion Investment Management Co, LLC | 3,872 | $1.14M | 0.61% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 3,877 | $1.14M | 0.84% | +400+11.5% | Added |