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 |
|---|---|---|---|---|---|
| Leonard Rickey Investment Advisors P.L.L.C. | 4,677 | $1.38M | 0.24% | −150−3.1% | Reduced |
| Silverlake Wealth Management LLC | 4,689 | $1.38M | 0.29% | −26−0.6% | Reduced |
| WealthSpring Partners, LLC | 4,696 | $1.38M | 1.27% | +1,066+29.4% | Added |
| Centerpoint Advisors, LLC | 4,699 | $1.38M | 0.45% | −552−10.5% | Reduced |
| McLaughlin Asset Management, Inc. | 4,699 | $1.38M | 1.32% | −96−2.0% | Reduced |
| Morse Asset Management, Inc | 4,704 | $1.38M | 0.29% | +116+2.5% | Added |
| Unify Financial Advisors | 4,712 | $1.39M | 1.44% | +49+1.1% | Added |
| PFW Advisors LLC | 4,714 | $1.39M | 0.44% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 4,717 | $1.39M | 0.09% | −229−4.6% | Reduced |
| Womack Financial LLC | 4,723 | $1.39M | 1.02% | −99−2.1% | Reduced |
| Smart Portfolios, LLC | 4,730 | $1.39M | 1.39% | +80+1.7% | Added |
| Fiduciary Planning LLC | 4,731 | $1.39M | 0.42% | −34−0.7% | Reduced |
| Consolidated Planning Corp | 4,737 | $1.39M | 0.23% | −49,925−91.3% | Reduced |
| Almanack Investment Partners, LLC. | 4,741 | $1.39M | 0.24% | −19−0.4% | Reduced |
| Red Wave Investments LLC | 4,744 | $1.40M | 0.42% | −20.0% | Reduced |
| 49 Wealth Management, LLC | 4,744 | $1.40M | 0.10% | +44+0.9% | Added |
| Smith Thornton Advisors LLC | 4,748 | $1.40M | 0.70% | −286−5.7% | Reduced |
| Matauro, LLC | 4,750 | $1.40M | 0.20% | −141−2.9% | Reduced |
| Taylor Hoffman Capital Management LLC | 4,752 | $1.40M | 0.43% | −101−2.1% | Reduced |
| Andrews Advisory Associates, LLC | 4,752 | $1.40M | 0.74% | −35−0.7% | Reduced |
| Spinnaker Investment Group, LLC | 4,752 | $1.40M | 0.28% | −431−8.3% | Reduced |
| Diversify Advisory Services, LLC | 4,528 | $1.40M | 0.21% | −27,735−86.0% | Reduced |
| Mayport, LLC | 4,761 | $1.40M | 0.26% | +1,005+26.8% | Added |
| Goldenstone Wealth Management LLC | 4,762 | $1.40M | 1.02% | +79+1.7% | Added |
| O'Domhnaill Enterprises, Inc. | 4,767 | $1.40M | 1.13% | −2,347−33.0% | Reduced |
| AJ Advisors, LLC | 4,769 | $1.40M | 0.52% | −374−7.3% | Reduced |
| Financial Planning Hawaii, Inc. | 4,770 | $1.40M | 0.83% | +10.0% | Added |
| Retirement Planning Co of New England, Inc. | 4,773 | $1.40M | 0.57% | +16+0.3% | Added |
| Davis Investment Partners, LLC | 4,775 | $1.40M | 0.50% | +17+0.4% | Added |
| Portus Wealth Advisors, LLC | 4,775 | $1.40M | 1.32% | −332−6.5% | Reduced |
| Cambridge Advisors Inc. | 4,776 | $1.40M | 0.27% | −160−3.2% | Reduced |
| MBE Wealth Management, LLC | 4,779 | $1.41M | 0.58% | +106+2.3% | Added |
| Elevatus Welath Management | 4,808 | $1.41M | 0.74% | −10,433−68.5% | Reduced |
| Cardiff Park Advisors, LLC | 4,809 | $1.41M | 0.11% | −20−0.4% | Reduced |
| Mfg Wealth Management, Inc. | 4,821 | $1.42M | 1.18% | −172−3.4% | Reduced |
| Prostatis Group LLC | 4,829 | $1.42M | 0.36% | +202+4.4% | Added |
| Fiera Capital Corp | 4,831 | $1.42M | 0.00% | −720−13.0% | Reduced |
| State of Wyoming | 4,834 | $1.42M | 0.17% | −20.0% | Reduced |
| Dorato Capital Management | 4,620 | $1.42M | 1.05% | −32−0.7% | Reduced |
| Matisse Capital | 4,837 | $1.42M | 0.61% | −104−2.1% | Reduced |
| Green Ridge Wealth Planning LLC | 4,839 | $1.42M | 0.75% | +342+7.6% | Added |
| Guardian Asset Advisors, LLC | 4,838 | $1.42M | 0.83% | −470−8.9% | Reduced |
| Philo Smith Capital Corp | 4,850 | $1.43M | 0.41% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 4,844 | $1.43M | 0.13% | −447−8.4% | Reduced |
| Heritage Investment Group, Inc. | 4,852 | $1.43M | 0.22% | −97−2.0% | Reduced |
| Brown Wealth Management, LLC | 4,852 | $1.43M | 0.37% | +1,641+51.1% | Added |
| Pasadena Private Wealth, LLC | 4,863 | $1.43M | 0.20% | +124+2.6% | Added |
| Braeburn Wealth Management LLC | 4,867 | $1.43M | 0.82% | −783−13.9% | Reduced |
| McHugh Group, LLC | 4,869 | $1.43M | 0.85% | −106−2.1% | Reduced |
| Highland Financial Advisors, LLC | 4,870 | $1.43M | 0.38% | +211+4.5% | Added |
| Eldridge Investment Advisors, Inc. | 4,871 | $1.43M | 0.31% | −170−3.4% | Reduced |
| Summit Wealth Group LLC | 4,879 | $1.44M | 0.15% | +1,815+59.2% | Added |
| BWM Planning, LLC | 4,883 | $1.44M | 0.38% | −97−1.9% | Reduced |
| BluePath Capital Management, LLC | 4,883 | $1.44M | 0.99% | +223+4.8% | Added |
| Barings LLC | 4,891 | $1.44M | 0.02% | −3,736−43.3% | Reduced |
| Shelton Wealth Management, LLC | 4,893 | $1.44M | 0.63% | −353−6.7% | Reduced |
| Aua Capital Management, LLC | 4,898 | $1.44M | 0.74% | 00.0% | Unchanged |
| Blalock Williams, LLC | 4,902 | $1.44M | 1.11% | −19−0.4% | Reduced |
| Susquehanna Fundamental Investments, LLC | 4,920 | $1.45M | 0.05% | +4,920 | New |
| Peregrine Asset Advisers, Inc. | 4,926 | $1.45M | 0.39% | +105+2.2% | Added |
| Great Oak Capital Partners, LLC | 4,706 | $1.45M | 0.34% | +22+0.5% | Added |
| Insight Advisors, LLC | 4,935 | $1.45M | 0.28% | −11−0.2% | Reduced |
| DMG Group, LLC | 4,939 | $1.45M | 0.98% | −280−5.4% | Reduced |
| Viawealth, LLC | 4,943 | $1.45M | 0.81% | +6+0.1% | Added |
| MLP3, LLC | 4,960 | $1.46M | 1.61% | +4+0.1% | Added |
| Liberty Wealth Management LLC | 4,963 | $1.46M | 0.18% | −185−3.6% | Reduced |
| Creative Financial Designs Inc | 4,965 | $1.46M | 0.09% | +74+1.5% | Added |
| Decision Investments, Inc | 4,967 | $1.46M | 1.66% | −312−5.9% | Reduced |
| Inspirion Wealth Advisors, LLC | 4,968 | $1.46M | 0.18% | −8−0.2% | Reduced |
| Vann Equity Management LLC | 4,969 | $1.46M | 1.04% | +4,969 | New |
| Unique Wealth Strategies, LLC | 4,976 | $1.46M | 0.60% | −1,559−23.9% | Reduced |
| August Group Capital Ltd | 4,979 | $1.46M | 1.70% | −304−5.8% | Reduced |
| Canandaigua National Trust Co of Florida | 4,979 | $1.46M | 1.18% | −614−11.0% | Reduced |
| Great Point Wealth Advisors, LLC | 4,980 | $1.47M | 0.27% | +19+0.4% | Added |
| Tectonic Advisors LLC | 4,981 | $1.47M | 0.08% | +182+3.8% | Added |
| Kohmann Bosshard Financial Services, LLC | 4,982 | $1.47M | 0.14% | +10+0.2% | Added |
| Helen Stephens Group, LLC | 4,983 | $1.47M | 0.29% | +180+3.7% | Added |
| Forefront Analytics, LLC | 4,984 | $1.47M | 1.33% | +1,631+48.6% | Added |
| CCG Wealth Management, LLC | 4,992 | $1.47M | 0.40% | +2,577+106.7% | Added |
| BCM Advisors, LLC | 4,779 | $1.47M | 0.29% | +785+19.7% | Added |
| Holowesko Partners Ltd. | 5,000 | $1.47M | 0.41% | 00.0% | Unchanged |
| JBF Capital, Inc. | 5,000 | $1.47M | 0.22% | 00.0% | Unchanged |
| Van Diest Capital, LLC | 5,001 | $1.47M | 1.16% | +1,289+34.7% | Added |
| Marshall Financial Group LLC | 5,020 | $1.48M | 0.24% | −646−11.4% | Reduced |
| Beaumont Asset Management, L.L.C. | 5,027 | $1.48M | 0.67% | +29+0.6% | Added |
| CJM Wealth Advisers, Ltd. | 5,036 | $1.48M | 0.45% | +175+3.6% | Added |
| Oxler Private Wealth LLC | 5,041 | $1.48M | 0.46% | +17+0.3% | Added |
| Collaborative Fund Advisors, LLC | 5,046 | $1.48M | 0.92% | +5,046 | New |
| Cross Staff Investments Inc | 5,058 | $1.49M | 0.98% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 5,064 | $1.49M | 0.53% | −270−5.1% | Reduced |
| Crusonia Wealth Advisors LLC | 5,065 | $1.49M | 0.31% | +178+3.6% | Added |
| Strategic Family Wealth Counselors, L.L.C. | 5,068 | $1.49M | 0.39% | −3,622−41.7% | Reduced |
| Ticino Wealth | 5,061 | $1.49M | 0.52% | −444−8.1% | Reduced |
| BIT Capital GmbH | 5,076 | $1.49M | 0.08% | −958−15.9% | Reduced |
| Viewpoint Capital Management LLC | 5,080 | $1.49M | 0.70% | −1,400−21.6% | Reduced |
| Sun Group Wealth Partners | 5,081 | $1.49M | 1.18% | +1,642+47.7% | Added |
| Garde Capital, Inc. | 5,082 | $1.49M | 0.09% | −934−15.5% | Reduced |
| Weinberger Asset Management, Inc | 5,090 | $1.50M | 0.56% | −8−0.2% | Reduced |
| Discipline Wealth Solutions, LLC | 5,098 | $1.50M | 0.16% | +520+11.4% | Added |
| Clarus Group, Inc. | 5,110 | $1.50M | 0.54% | −55−1.1% | Reduced |