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; 5,157 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
- 5,102
- +32 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
- 208
- 2,134 more added
- Sold out
- 176
- 2,290 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 | 5,157 | $643.7B |
| Q1 2026 | 5,102 | $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 | 4,679 | $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 | 3,711 | $297.0B |
| Q2 2023 | 3,672 | $297.6B |
| Q1 2023 | 3,612 | $266.3B |
| Q4 2022 | 3,629 | $278.3B |
| Q3 2022 | 3,396 | $212.9B |
| Q2 2022 | 3,428 | $229.3B |
| Q1 2022 | 3,519 | $278.9B |
| Q4 2021 | 3,594 | $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 |
|---|---|---|---|---|---|
| Meeder Asset Management Inc | 417 | $122.7K | 0.01% | −146−25.9% | Reduced |
| Protective Life Corp | 418 | $123.0K | 0.41% | +418 | New |
| DiNuzzo Private Wealth, Inc. | 423 | $124.4K | 0.01% | −1−0.2% | Reduced |
| Islay Capital Management, LLC | 425 | $125.0K | 0.06% | −40−8.6% | Reduced |
| Miller Wealth Advisors, LLC | 430 | $126.5K | 0.05% | 00.0% | Unchanged |
| Evergreen Advisors, LLC | 439 | $129.1K | 0.03% | +439 | New |
| Cedar Mountain Advisors, LLC | 448 | $131.8K | 0.03% | +126+39.1% | Added |
| Keewaydin Investments LLC | 462 | $135.9K | 0.04% | 00.0% | Unchanged |
| Sarver Vrooman Wealth Advisors | 465 | $136.8K | 0.08% | −11−2.3% | Reduced |
| Catalyst Capital Advisors LLC | 475 | $139.7K | 0.00% | −536−53.0% | Reduced |
| Curio Wealth, LLC | 480 | $141.1K | 0.05% | +21+4.6% | Added |
| Itau Unibanco Holding S.A. | 484 | $142.4K | 0.00% | −20,076−97.6% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 496 | $145.9K | 0.02% | 00.0% | Unchanged |
| Burk Holdings LLC | 497 | $146.2K | 0.06% | +497 | New |
| Davis Capital Management | 509 | $149.9K | 0.10% | +15+3.0% | Added |
| Horrell Capital Management, Inc. | 547 | $160.9K | 0.07% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 566 | $166.5K | 0.03% | −19−3.2% | Reduced |
| Copia Wealth Management | 566 | $166.5K | 0.11% | −2−0.4% | Reduced |
| Sherman Asset Management, Inc. | 570 | $167.7K | 0.15% | 00.0% | Unchanged |
| Standard Family Office LLC | 576 | $169.4K | 0.18% | 00.0% | Unchanged |
| Tobam | 578 | $170.0K | 0.04% | −30−4.9% | Reduced |
| Advocate Investing Services LLC | 599 | $176.2K | 0.15% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 603 | $177.4K | 0.09% | +515+585.2% | Added |
| Basso Capital Management, L.P. | 604 | $177.7K | 0.11% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 604 | $177.7K | 0.18% | +28+4.9% | Added |
| TD Capital Management LLC | 633 | $186.1K | 0.02% | −319−33.5% | Reduced |
| Align Financial, LLC | 634 | $186.5K | 0.11% | −211,735−99.7% | Reduced |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 643 | $189.1K | 0.47% | −347−35.1% | Reduced |
| Evolution Advisers, Inc. | 651 | $191.0K | 0.08% | 00.0% | Unchanged |
| Retiremitten Financial LLC | 652 | $191.8K | 0.09% | +652 | New |
| Creative Capital Management Investments LLC | 664 | $195.3K | 0.06% | −35−5.0% | Reduced |
| Salvus Wealth Management, LLC | 680 | $200.0K | 0.12% | 00.0% | Unchanged |
| Passive Capital Management, LLC. | 680 | $200.0K | 0.06% | +680 | New |
| Hamilton Capital Partners, LLC | 680 | $200.0K | 0.06% | +680 | New |
| Torrey Growth & Income Advisors | 692 | $200.2K | 0.08% | +15+2.2% | Added |
| Michels Family Financial, LLC | 683 | $200.9K | 0.14% | −9−1.3% | Reduced |
| Confluence Investment Management LLC | 685 | $201.5K | 0.00% | 00.0% | Unchanged |
| Breachway Investments LLC | 683 | $201.7K | 0.19% | +1+0.1% | Added |
| ODonnell Financial Services, LLC | 687 | $202.1K | 0.07% | −4−0.6% | Reduced |
| Provenance Wealth Advisors, LLC | 688 | $202.4K | 0.02% | +20+3.0% | Added |
| Signature Resources Capital Management, LLC | 690 | $203.1K | 0.10% | +47+7.3% | Added |
| Cedar Wealth Management, LLC | 692 | $203.6K | 0.06% | 00.0% | Unchanged |
| AAFCPAs Wealth Management, LLC | 693 | $204.0K | 0.08% | +693 | New |
| Strategic Financial Partners, Ltd. | 693 | $204.1K | 0.09% | +12+1.8% | Added |
| Peak Financial Advisors LLC | 695 | $204.4K | 0.09% | 00.0% | Unchanged |
| Somerset Group LLC | 661 | $205.1K | 0.15% | 00.0% | Unchanged |
| Founders Capital Management, LLC | 699 | $205.6K | 0.03% | −55−7.3% | Reduced |
| Legacy Solutions, LLC | 700 | $205.9K | 0.19% | −127−15.4% | Reduced |
| Forte Asset Management LLC | 700 | $205.9K | 0.09% | 00.0% | Unchanged |
| Smith Partners Wealth Management, LLC | 700 | $205.9K | 0.18% | 00.0% | Unchanged |
| Jag Capital Management, LLC | 700 | $205.9K | 0.02% | +700 | New |
| Foundry Financial Group, Inc. | 701 | $206.2K | 0.10% | +23+3.4% | Added |
| Pinnacle Family Advisors, LLC | 702 | $206.4K | 0.10% | +65+10.2% | Added |
| Valued Wealth Advisors LLC | 704 | $207.0K | 0.08% | −87−11.0% | Reduced |
| BAM Wealth Management, LLC | 704 | $207.1K | 0.15% | −58−7.6% | Reduced |
| Spectrum Investment Advisors, Inc. | 705 | $207.5K | 0.10% | −332−32.0% | Reduced |
| Gray Private Wealth, LLC | 706 | $207.7K | 0.10% | −15−2.1% | Reduced |
| Wingate Wealth Advisors, Inc. | 708 | $208.3K | 0.11% | −61−7.9% | Reduced |
| Redwood Family Wealth LLC | 708 | $208.3K | 0.20% | −81−10.3% | Reduced |
| Planning Directions Inc | 708 | $208.3K | 0.11% | +3+0.4% | Added |
| BG Investment Services, Inc. | 709 | $208.6K | 0.17% | +3+0.4% | Added |
| Cornerstone Wealth Advisors, Inc. | 709 | $208.7K | 0.05% | 00.0% | Unchanged |
| David Kennon Inc | 712 | $209.4K | 0.08% | −119−14.3% | Reduced |
| Wealth Group Ltd | 713 | $209.7K | 0.05% | 00.0% | Unchanged |
| Briaud Financial Planning, Inc | 714 | $210.0K | 0.06% | −157−18.0% | Reduced |
| Opes Wealth Management LLC | 716 | $210.7K | 0.04% | −43−5.7% | Reduced |
| CV Advisors LLC | 718 | $211.2K | 0.06% | 00.0% | Unchanged |
| Sterling Manor Financial, LLC | 722 | $212.4K | 0.13% | −200−21.7% | Reduced |
| Seneca Financial Advisors LLC | 723 | $212.7K | 0.06% | 00.0% | Unchanged |
| Crestmont Private Wealth LLC | 724 | $213.0K | 0.07% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 724 | $213.0K | 0.03% | +724 | New |
| Navigoe, LLC | 726 | $213.0K | 0.13% | 00.0% | Unchanged |
| Garrison Bradford & Associates Inc | 725 | $213.3K | 0.24% | 00.0% | Unchanged |
| Teza Capital Management LLC | 725 | $213.3K | 0.78% | +725 | New |
| Insight Financial Services | 725 | $213.4K | 0.11% | +714+6,490.9% | Added |
| Professional Financial Solutions LLC | 726 | $213.6K | 0.19% | −12−1.6% | Reduced |
| Integras Partners LLC | 726 | $213.6K | 0.14% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 727 | $213.9K | 0.18% | −1,059−59.3% | Reduced |
| Brio Consultants, LLC | 692 | $214.2K | 0.03% | −365−34.5% | Reduced |
| Fiscal Wisdom Wealth Management, LLC | 729 | $214.4K | 0.21% | 00.0% | Unchanged |
| Chaney Capital Management, Inc. | 733 | $215.6K | 0.08% | −6−0.8% | Reduced |
| Argo Wealth Advisory, LLC | 736 | $216.4K | 0.13% | +64+9.5% | Added |
| Westend Capital Management, LLC | 736 | $216.5K | 0.06% | −8−1.1% | Reduced |
| MA Private Wealth | 737 | $216.8K | 0.04% | +16+2.2% | Added |
| United Financial Planning Group LLC | 738 | $217.0K | 0.13% | −337−31.3% | Reduced |
| Ridgeline Wealth Planning, LLC | 738 | $217.1K | 0.16% | +2+0.3% | Added |
| Lane Brothers & Co Inc | 739 | $217.3K | 0.16% | −32−4.2% | Reduced |
| East Coast Asset Management, LLC. | 739 | $217.4K | 0.07% | −55−6.9% | Reduced |
| City Center Advisors, LLC | 740 | $217.7K | 0.20% | −297−28.6% | Reduced |
| Gator Capital Management, LLC | 740 | $217.7K | 0.05% | 00.0% | Unchanged |
| One Wealth Capital Management, LLC | 701 | $218.3K | 0.10% | −3−0.4% | Reduced |
| Kaufman Rossin Wealth, LLC | 743 | $218.6K | 0.13% | +67+9.9% | Added |
| Mason & Associates, LLC | 744 | $218.9K | 0.05% | 00.0% | Unchanged |
| Grand Wealth Management, LLC | 746 | $219.3K | 0.10% | +746 | New |
| Petredis Investment Advisors LLC | 748 | $220.0K | 0.02% | 00.0% | Unchanged |
| Proactive Wealth Strategies LLC | 748 | $220.1K | 0.04% | +748 | New |
| Clark Estates Inc | 750 | $220.6K | 0.05% | 00.0% | Unchanged |
| Capital Investment Services of America, Inc. | 751 | $220.9K | 0.02% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 752 | $221.2K | 0.03% | +62+9.0% | Added |
| Johnson Bixby & Associates, LLC | 753 | $221.5K | 0.03% | +105+16.2% | Added |