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 |
|---|---|---|---|---|---|
| M3 Advisory Group, LLC | 4,215 | $1.24M | 0.76% | +140+3.4% | Added |
| Ami Asset Management Corp | 4,216 | $1.24M | 0.08% | −928−18.0% | Reduced |
| Axq Capital, LP | 4,216 | $1.24M | 0.16% | +4,216 | New |
| Goldstein Advisors, LLC | 4,223 | $1.24M | 0.14% | +124+3.0% | Added |
| Alliance Wealth Advisors, LLC | 4,227 | $1.24M | 0.59% | +79+1.9% | Added |
| Towercrest Capital Management | 4,228 | $1.24M | 0.19% | +24+0.6% | Added |
| Davidson Investment Advisors | 4,228 | $1.24M | 0.05% | +76+1.8% | Added |
| Wayfinding Financial, LLC | 4,229 | $1.24M | 0.54% | −20.0% | Reduced |
| Cadent Capital Advisors, LLC | 4,233 | $1.25M | 0.33% | +4+0.1% | Added |
| Lumbard & Kellner, LLC | 4,234 | $1.25M | 0.43% | 00.0% | Unchanged |
| Eagle Harbor Asset Management Inc | 4,237 | $1.25M | 1.07% | −189−4.3% | Reduced |
| New Vernon Investment Management LLC | 4,253 | $1.25M | 1.33% | 00.0% | Unchanged |
| Trust Co of Oklahoma | 4,254 | $1.25M | 0.36% | +685+19.2% | Added |
| Mainsail Asset Management, LLC | 4,266 | $1.25M | 0.56% | +2,016+89.6% | Added |
| Washburn Capital Management, Inc. | 4,271 | $1.26M | 0.73% | +971+29.4% | Added |
| Tripletail Wealth Management, LLC | 4,265 | $1.26M | 1.71% | −56−1.3% | Reduced |
| DDD Partners, LLC | 4,275 | $1.26M | 0.09% | +1,689+65.3% | Added |
| GenWealth Group, Inc. | 4,289 | $1.26M | 0.22% | +10+0.2% | Added |
| AlphaGrep UK Ltd | 4,291 | $1.26M | 0.37% | +3,400+381.6% | Added |
| Opal Capital LLC | 4,297 | $1.26M | 0.22% | −450−9.5% | Reduced |
| West Family Investments, Inc. | 4,301 | $1.27M | 0.44% | −8,697−66.9% | Reduced |
| Lecap Asset Management Ltd | 4,302 | $1.27M | 0.48% | +4,302 | New |
| Hassell Wealth Management, LLC | 4,305 | $1.27M | 0.42% | +10.0% | Added |
| Outlook Wealth Advisors, LLC | 4,305 | $1.27M | 0.31% | +191+4.6% | Added |
| Whitaker-Myers Wealth Managers, LTD. | 4,308 | $1.27M | 0.25% | −87−2.0% | Reduced |
| Miller Howard Investments Inc | 4,310 | $1.27M | 0.03% | −2,911−40.3% | Reduced |
| LeConte Wealth Management, LLC | 4,310 | $1.27M | 0.82% | −88−2.0% | Reduced |
| Reflection Asset Management | 4,285 | $1.27M | 0.78% | +998+30.4% | Added |
| EdgeRock Capital LLC | 4,313 | $1.27M | 0.34% | −167−3.7% | Reduced |
| Cooper/Haims Advisors, LLC | 4,314 | $1.27M | 0.60% | +938+27.8% | Added |
| Elevated Financial Group LLC | 4,315 | $1.27M | 0.42% | +158+3.8% | Added |
| Clearwater Capital Advisors, LLC | 4,317 | $1.27M | 0.10% | +61+1.4% | Added |
| Ipsen Advisor Group LLC | 4,319 | $1.27M | 0.89% | +47+1.1% | Added |
| Cape Investment Advisory, Inc. | 4,320 | $1.27M | 0.42% | +405+10.3% | Added |
| Cyr Financial Inc. | 4,324 | $1.27M | 0.75% | +354+8.9% | Added |
| Thomas Story & Son LLC | 4,329 | $1.27M | 0.49% | −11−0.3% | Reduced |
| Proficio Capital Partners LLC | 4,334 | $1.27M | 0.07% | +25+0.6% | Added |
| Paladin Wealth, LLC | 4,348 | $1.28M | 0.88% | −216−4.7% | Reduced |
| Cpwa, LLC | 4,271 | $1.28M | 1.53% | +4,271 | New |
| Prosperity Bancshares Inc | 4,358 | $1.28M | 1.03% | −308−6.6% | Reduced |
| Reynders McVeigh Capital Management, LLC | 4,363 | $1.28M | 0.06% | +39+0.9% | Added |
| One Day In July LLC | 4,363 | $1.28M | 0.10% | +56+1.3% | Added |
| Centennial Bank | 4,364 | $1.28M | 0.46% | −460−9.5% | Reduced |
| Walkner Condon Financial Advisors LLC | 4,366 | $1.28M | 0.17% | −658−13.1% | Reduced |
| Secure Asset Management, LLC | 4,367 | $1.28M | 0.20% | +340+8.4% | Added |
| Windsor Advisory Group, LLC | 4,374 | $1.29M | 1.08% | +32+0.7% | Added |
| Pathfinder Wealth Consulting, Inc. | 4,376 | $1.29M | 0.83% | −221−4.8% | Reduced |
| Blue Rock Wealth Management LLC | 4,396 | $1.29M | 0.82% | +600+15.8% | Added |
| Ellevest, Inc. | 4,378 | $1.29M | 0.18% | −63−1.4% | Reduced |
| California First Leasing Corp | 4,380 | $1.29M | 0.41% | 00.0% | Unchanged |
| Luts & Greenleigh Group, Inc | 4,384 | $1.29M | 1.02% | +10.0% | Added |
| Narus Financial Partners, LLC | 4,388 | $1.29M | 0.34% | +200+4.8% | Added |
| Caxton Associates LLP | 4,389 | $1.29M | 0.03% | +4,389 | New |
| STAR Financial Bank | 4,404 | $1.30M | 0.61% | −11−0.2% | Reduced |
| Borer Denton & Associates, Inc. | 4,404 | $1.30M | 0.46% | 00.0% | Unchanged |
| Vericrest Private Wealth | 4,407 | $1.30M | 1.16% | 00.0% | Unchanged |
| Legacy Financial Independent Advisors LLC | 4,409 | $1.30M | 0.67% | +4,409 | New |
| Investor's Fiduciary Advisor Network, LLC | 4,411 | $1.30M | 0.40% | +24+0.5% | Added |
| Elwood & Goetz Wealth Advisory Group, LLC | 4,411 | $1.30M | 0.22% | −9−0.2% | Reduced |
| Victory Financial Group, LLC | 4,412 | $1.30M | 0.16% | −222−4.8% | Reduced |
| Dougherty Wealth Advisers LLC | 4,413 | $1.30M | 0.82% | +729+19.8% | Added |
| Hara Capital LLC | 4,421 | $1.30M | 0.65% | −40−0.9% | Reduced |
| FORM Wealth Advisors, LLC | 4,422 | $1.30M | 0.15% | −261−5.6% | Reduced |
| Larry Mathis Financial Planning, LLC | 4,427 | $1.30M | 1.17% | −95−2.1% | Reduced |
| SBI Okasan Asset Management Co.Ltd. | 4,590 | $1.30M | 0.05% | 00.0% | Unchanged |
| Veracity Capital LLC | 4,433 | $1.30M | 0.47% | −2,606−37.0% | Reduced |
| TPG Advisors LLC | 4,440 | $1.31M | 0.81% | +3+0.1% | Added |
| Signature Equity Partners, LLC | 4,440 | $1.31M | 0.70% | −350−7.3% | Reduced |
| Elevated Capital Advisors, LLC | 4,441 | $1.31M | 0.33% | −2,847−39.1% | Reduced |
| Mainsail Financial Group, LLC | 4,450 | $1.31M | 0.55% | −104−2.3% | Reduced |
| PSI Advisors, LLC | 4,451 | $1.31M | 0.31% | +480+12.1% | Added |
| City National Bank of Florida | 4,461 | $1.31M | 0.78% | +513+13.0% | Added |
| TrustBank | 4,476 | $1.32M | 0.51% | +1,255+39.0% | Added |
| Pacific Point Advisors, LLC | 4,492 | $1.32M | 0.70% | +147+3.4% | Added |
| S.A. Mason LLC | 4,495 | $1.32M | 0.50% | +250+5.9% | Added |
| Center For Asset Management LLC | 4,497 | $1.32M | 0.66% | +75+1.7% | Added |
| Philip James Wealth Mangement, LLC | 4,519 | $1.33M | 0.15% | −767−14.5% | Reduced |
| Sykon Capital LLC | 4,520 | $1.33M | 0.44% | −3−0.1% | Reduced |
| Sage Private Wealth Group, LLC | 4,521 | $1.33M | 0.67% | +359+8.6% | Added |
| Silicon Valley Capital Partners | 4,528 | $1.33M | 0.13% | −6,359−58.4% | Reduced |
| Lakeshore Capital Group, Inc. | 4,545 | $1.34M | 1.09% | +50+1.1% | Added |
| Wealth Group, Ltd. | 4,546 | $1.34M | 1.25% | +331+7.9% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 4,554 | $1.34M | 0.03% | −708,829−99.4% | Reduced |
| Campion Asset Management LLC | 4,561 | $1.34M | 0.91% | −48−1.0% | Reduced |
| Hutchinson Capital Management | 4,563 | $1.34M | 0.25% | −300−6.2% | Reduced |
| GSG Advisors LLC | 4,566 | $1.34M | 0.35% | +310+7.3% | Added |
| Asset Advisors Investment Management, LLC | 4,569 | $1.34M | 0.13% | −3,111−40.5% | Reduced |
| WNY Asset Management, LLC | 4,570 | $1.34M | 0.14% | +4,570 | New |
| Park Capital Management, LLC | 4,570 | $1.34M | 1.31% | −246−5.1% | Reduced |
| Enclave Advisors LLC | 4,576 | $1.35M | 0.19% | +82+1.8% | Added |
| Novak & Powell Financial Services, Inc. | 4,582 | $1.35M | 0.73% | −55−1.2% | Reduced |
| Old Peak Finance LLC | 4,591 | $1.35M | 0.79% | −117−2.5% | Reduced |
| TAGStone Capital, Inc. | 4,612 | $1.36M | 0.48% | +1,551+50.7% | Added |
| Insight 2811, Inc. | 4,615 | $1.36M | 0.59% | +755+19.6% | Added |
| CWS Financial Advisors, LLC | 4,615 | $1.36M | 0.35% | +18+0.4% | Added |
| Evanson Asset Management, LLC | 4,623 | $1.36M | 0.07% | −76−1.6% | Reduced |
| Sierra Capital LLC | 4,629 | $1.36M | 0.15% | +2,178+88.9% | Added |
| Tevis Investment Management | 4,663 | $1.37M | 0.78% | +425+10.0% | Added |
| Diversified Portfolios, Inc. | 4,666 | $1.37M | 0.11% | −219−4.5% | Reduced |
| Grove Street Fiduciary, LLC | 4,673 | $1.37M | 0.61% | 00.0% | Unchanged |