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 |
|---|---|---|---|---|---|
| Keyvantage Wealth, LLC | 3,877 | $1.14M | 0.50% | −216−5.3% | Reduced |
| LCM Capital Management Inc | 3,880 | $1.14M | 0.57% | +58+1.5% | Added |
| Gibraltar Capital Management, Inc. | 3,882 | $1.14M | 0.20% | −700−15.3% | Reduced |
| Compass Ion Advisors, LLC | 3,887 | $1.14M | 0.11% | +174+4.7% | Added |
| Clark & Stuart, Inc | 3,888 | $1.14M | 0.77% | −2−0.1% | Reduced |
| Michael Brady & Co., LLC | 3,892 | $1.14M | 1.15% | −60−1.5% | Reduced |
| Coyle Financial Counsel LLC | 3,894 | $1.15M | 0.24% | +111+2.9% | Added |
| Severin Investments, LLC | 3,900 | $1.15M | 0.98% | −757−16.3% | Reduced |
| Options Solutions, LLC | 3,900 | $1.15M | 0.83% | 00.0% | Unchanged |
| Pacific Capital Partners Ltd | 3,900 | $1.15M | 1.13% | +3,900 | New |
| North Capital, Inc. | 3,900 | $1.15M | 0.97% | 00.0% | Unchanged |
| Arkfeld Wealth Strategies, L.L.C. | 3,754 | $1.15M | 0.36% | +13+0.3% | Added |
| Magnolia Capital Management Ltd | 3,905 | $1.15M | 0.77% | 00.0% | Unchanged |
| Ardent Capital Management, Inc. | 3,907 | $1.15M | 0.49% | −77−1.9% | Reduced |
| Skba Capital Management LLC | 3,907 | $1.15M | 0.16% | 00.0% | Unchanged |
| Fiduciary Wealth Partners, LLC | 3,909 | $1.15M | 0.75% | +172+4.6% | Added |
| Castlekeep Investment Advisors LLC | 3,931 | $1.16M | 0.63% | +621+18.8% | Added |
| Long Road Investment Counsel, LLC | 3,932 | $1.16M | 0.45% | 00.0% | Unchanged |
| Shulman DeMeo Asset Management LLC | 3,934 | $1.16M | 0.25% | −16−0.4% | Reduced |
| Riverview Trust Co | 3,936 | $1.16M | 1.43% | 00.0% | Unchanged |
| Francis Financial, Inc. | 3,938 | $1.16M | 0.22% | +35+0.9% | Added |
| Consilio Wealth Advisors, LLC | 3,939 | $1.16M | 0.34% | −44−1.1% | Reduced |
| Per Stirling Capital Management, LLC. | 3,942 | $1.16M | 0.13% | +185+4.9% | Added |
| Warwick Investment Management, Inc. | 3,942 | $1.16M | 0.17% | −26−0.7% | Reduced |
| Woodward Financial Advisors, Inc. | 4,095 | $1.16M | 0.45% | −16−0.4% | Reduced |
| Newbridge Financial Services Group, Inc. | 3,953 | $1.16M | 0.19% | −4,930−55.5% | Reduced |
| Trask Adam Roland | 3,955 | $1.16M | 1.10% | +3,955 | New |
| Stonekeep Investments, LLC | 3,955 | $1.16M | 0.75% | +343+9.5% | Added |
| Probity Advisors, Inc. | 3,956 | $1.16M | 0.18% | −115−2.8% | Reduced |
| J. Derek Lewis & Associates Inc. | 3,958 | $1.16M | 0.26% | +386+10.8% | Added |
| Caldwell Investment Management Ltd. | 4,100 | $1.16M | 0.46% | −8,600−67.7% | Reduced |
| NBZ Investment Advisors LLC | 3,962 | $1.17M | 0.51% | 00.0% | Unchanged |
| TrueWealth Advisors, LLC | 3,967 | $1.17M | 0.29% | −48−1.2% | Reduced |
| Independence Financial Advisors, LLC | 3,967 | $1.17M | 0.35% | −312−7.3% | Reduced |
| Analyst IMS Investment Management Services Ltd. | 3,966 | $1.17M | 0.04% | +125+3.3% | Added |
| Henderson Brothers Financial Partners, LLC | 3,968 | $1.17M | 0.30% | +3,968 | New |
| TSFG, LLC | 3,969 | $1.17M | 0.18% | −104−2.6% | Reduced |
| Innovative Asset Advisors Group, LLC | 3,971 | $1.17M | 0.67% | +3,971 | New |
| Cascade Financial Partners, LLC | 3,974 | $1.17M | 0.12% | −60−1.5% | Reduced |
| Financial Synergies Wealth Advisors, Inc. | 3,976 | $1.17M | 0.11% | +2,867+258.5% | Added |
| Rooted Wealth Advisors, Inc. | 3,691 | $1.17M | 0.31% | +210+6.0% | Added |
| Connective Portfolio Management, LLC | 3,980 | $1.17M | 3.17% | −3,500−46.8% | Reduced |
| Krane Financial Solutions LLC | 3,983 | $1.17M | 0.80% | +3,983 | New |
| Fca Corp | 3,983 | $1.17M | 0.33% | −375−8.6% | Reduced |
| Planning Alternatives Ltd | 3,985 | $1.17M | 0.15% | +983+32.7% | Added |
| Challenger Wealth Management | 3,991 | $1.17M | 0.94% | −10−0.2% | Reduced |
| Elm Partners Management LLC | 4,138 | $1.17M | 0.05% | +24+0.6% | Added |
| Blue Bell Private Wealth Management, LLC | 3,993 | $1.17M | 0.17% | +176+4.6% | Added |
| Greenhaven Associates IncSuperinvestorGreenhaven Associates | 4,000 | $1.18M | 0.02% | 00.0% | Unchanged |
| Manatuck Hill Partners, LLC | 4,000 | $1.18M | 0.39% | +4,000 | New |
| Fiduciary Financial Group, LLC | 4,001 | $1.18M | 0.16% | −384−8.8% | Reduced |
| Wendell David Associates Inc | 4,000 | $1.18M | 0.13% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 4,010 | $1.18M | 0.51% | −623−13.4% | Reduced |
| Kingsman Wealth Management, Inc. | 4,013 | $1.18M | 0.66% | −25−0.6% | Reduced |
| LWM Advisory Services, LLC | 3,992 | $1.18M | 1.26% | −345−8.0% | Reduced |
| Sterling Group Wealth Management, LLC | 4,020 | $1.18M | 0.56% | +33+0.8% | Added |
| Michael B. Yongue | 4,021 | $1.18M | 0.86% | −80−2.0% | Reduced |
| Doheny Asset Management | 4,024 | $1.18M | 0.77% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 4,027 | $1.18M | 0.34% | +3+0.1% | Added |
| Total Investment Management Inc | 4,032 | $1.19M | 0.14% | +122+3.1% | Added |
| Alan B. Lancz & Associates, Inc. | 4,048 | $1.19M | 1.16% | −358−8.1% | Reduced |
| Charter Capital Management, LLC | 4,056 | $1.19M | 0.60% | +654+19.2% | Added |
| Davidson Capital Management Inc. | 4,059 | $1.19M | 0.22% | −7,760−65.7% | Reduced |
| Investment Advisory Group, LLC | 4,065 | $1.20M | 0.30% | +24+0.6% | Added |
| Cultivar Capital, Inc. | 4,074 | $1.20M | 0.77% | 00.0% | Unchanged |
| Market Street Wealth Management Advisors LLC | 4,080 | $1.20M | 0.19% | +161+4.1% | Added |
| Retirement Income Solutions, Inc | 4,083 | $1.20M | 0.21% | +99+2.5% | Added |
| POM Investment Strategies, LLC | 4,088 | $1.20M | 1.49% | +3,992+4,158.3% | Added |
| Blake Schutter Theil Wealth Advisors, LLC | 4,088 | $1.20M | 0.98% | +95+2.4% | Added |
| Planning Center, Inc. | 4,091 | $1.20M | 0.12% | +408+11.1% | Added |
| R.H. Dinel Investment Counsel, Inc. | 4,092 | $1.20M | 0.97% | 00.0% | Unchanged |
| Poehling Capital Management, LLC | 4,093 | $1.20M | 0.25% | −162−3.8% | Reduced |
| Emerald Advisors, LLC | 4,094 | $1.20M | 0.15% | +73+1.8% | Added |
| GGM Financials LLC | 4,095 | $1.20M | 0.55% | −101−2.4% | Reduced |
| Financial Consulate, Inc | 4,095 | $1.20M | 0.15% | +67+1.7% | Added |
| Dock Street Asset Management Inc | 4,097 | $1.21M | 0.13% | +217+5.6% | Added |
| Indie Asset Partners, LLC | 4,099 | $1.21M | 1.37% | +136+3.4% | Added |
| Capital Squared Financial LLC | 4,100 | $1.21M | 0.92% | +493+13.7% | Added |
| Hibernia Wealth Partners, LLC | 4,104 | $1.21M | 0.36% | +329+8.7% | Added |
| Gemmer Asset Management LLC | 4,113 | $1.21M | 0.10% | −62−1.5% | Reduced |
| Whelan Financial | 4,122 | $1.21M | 0.38% | +20+0.5% | Added |
| Fourth Dimension Wealth, LLC | 4,139 | $1.22M | 0.46% | −35−0.8% | Reduced |
| Arsenal Capital Advisors LLC | 4,141 | $1.22M | 0.88% | −38−0.9% | Reduced |
| Sulzberger Capital Advisors, Inc. | 4,142 | $1.22M | 1.24% | 00.0% | Unchanged |
| Disciplined Equity Management, Inc. | 4,153 | $1.22M | 0.61% | +460+12.5% | Added |
| Stone Wealth Partners | 4,154 | $1.22M | 1.10% | −1,714−29.2% | Reduced |
| SPWM Advisors LLC | 4,015 | $1.22M | 1.06% | −413−9.3% | Reduced |
| Firethorn Wealth Partners, LLC | 4,169 | $1.23M | 0.45% | +624+17.6% | Added |
| Landaas & Co | 4,171 | $1.23M | 0.27% | 00.0% | Unchanged |
| Aspen Capital Management, LLC | 4,172 | $1.23M | 0.30% | −610−12.8% | Reduced |
| Alliance Wealth Management Group | 4,173 | $1.23M | 0.27% | 00.0% | Unchanged |
| Hardin Capital Partners, LLC | 4,176 | $1.23M | 0.57% | +15+0.4% | Added |
| Taylor Financial Group, Inc. | 4,192 | $1.23M | 0.75% | 00.0% | Unchanged |
| Kaydan Wealth Management, Inc. | 4,193 | $1.23M | 0.41% | +82+2.0% | Added |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | 4,198 | $1.23M | 1.11% | 00.0% | Unchanged |
| tru Independence LLC | 4,200 | $1.24M | 0.61% | −23,406−84.8% | Reduced |
| BridgePort Financial Solutions, LLC | 4,207 | $1.24M | 0.35% | +102+2.5% | Added |
| Bull Harbor Capital LLC | 4,208 | $1.24M | 0.33% | +4,208 | New |
| Oakmont Investment Advisors, Inc. | 4,210 | $1.24M | 1.13% | −1,627−27.9% | Reduced |
| Howard Wealth Management, LLC | 4,214 | $1.24M | 0.52% | +908+27.5% | Added |