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 |
|---|---|---|---|---|---|
| Sterneck Capital Management, LLC | 5,110 | $1.50M | 0.67% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 5,135 | $1.51M | 0.31% | +20+0.4% | Added |
| Madison Wealth Partners, Inc | 5,149 | $1.51M | 0.24% | +424+9.0% | Added |
| CORDA Investment Management, LLC. | 5,159 | $1.52M | 0.10% | −685−11.7% | Reduced |
| Wellington-Altus USA Inc. | 4,639 | $1.52M | 0.90% | −1,345−22.5% | Reduced |
| First National Bank | 5,178 | $1.52M | 0.76% | −26−0.5% | Reduced |
| Fairvoy Private Wealth, LLC | 5,179 | $1.52M | 0.36% | −39−0.7% | Reduced |
| A4 Wealth Advisors LLC | 5,181 | $1.52M | 1.27% | +24+0.5% | Added |
| Hurlow Wealth Management Group, Inc. | 5,191 | $1.53M | 0.36% | +10.0% | Added |
| Latitude Advisors, LLC | 5,193 | $1.53M | 0.70% | −88−1.7% | Reduced |
| Mattern Capital Management, LLC | 5,195 | $1.53M | 0.18% | +218+4.4% | Added |
| Arthur M. Cohen & Associates, LLC | 5,177 | $1.53M | 0.27% | −32−0.6% | Reduced |
| GatePass Capital, LLC | 5,202 | $1.53M | 0.74% | +809+18.4% | Added |
| Sandro Wealth Management LLC | 5,203 | $1.53M | 1.23% | +516+11.0% | Added |
| Voisard Asset Management Group, Inc. | 5,203 | $1.53M | 0.33% | +156+3.1% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 5,214 | $1.53M | 0.52% | +534+11.4% | Added |
| Dempze Nancy E | 5,228 | $1.54M | 0.84% | 00.0% | Unchanged |
| Advisory Research Inc | 5,234 | $1.54M | 0.19% | −346−6.2% | Reduced |
| Cynosure Management, LLC | 5,235 | $1.54M | 0.19% | −1,449−21.7% | Reduced |
| Round Rock Advisors, LLC | 5,250 | $1.54M | 0.24% | +149+2.9% | Added |
| Private Wealth Advisors | 5,251 | $1.54M | 0.43% | −11−0.2% | Reduced |
| OneAscent Family Office, LLC | 5,263 | $1.55M | 1.08% | +1,238+30.8% | Added |
| Blue Line Capital, LLC | 5,265 | $1.55M | 1.75% | +531+11.2% | Added |
| M.E. Allison & Co., Inc. | 5,273 | $1.55M | 1.03% | −347−6.2% | Reduced |
| Oliver Luxxe Assets LLC | 5,274 | $1.55M | 0.23% | −126−2.3% | Reduced |
| Uniting Wealth Partners, LLC | 5,279 | $1.55M | 0.33% | +98+1.9% | Added |
| COFG Advisors, LLC | 5,288 | $1.56M | 0.38% | +50+1.0% | Added |
| Councilmark Asset Management, LLC | 5,293 | $1.56M | 0.89% | 00.0% | Unchanged |
| Lionsbridge Wealth Management LLC | 5,294 | $1.56M | 1.57% | +108+2.1% | Added |
| New World Advisors LLC | 5,305 | $1.56M | 0.27% | −345−6.1% | Reduced |
| Unified Investment Management | 5,310 | $1.56M | 1.61% | −282−5.0% | Reduced |
| Fidelity D & D Bancorp Inc | 5,315 | $1.56M | 0.63% | −115−2.1% | Reduced |
| BCJ Capital Management, LLC | 5,320 | $1.57M | 0.08% | +103+2.0% | Added |
| Aventura Private Wealth, LLC | 5,336 | $1.57M | 0.57% | +133+2.6% | Added |
| Jacobsen Capital Management | 5,341 | $1.57M | 0.53% | 00.0% | Unchanged |
| Sage Investment Counsel LLC | 5,342 | $1.57M | 1.74% | −100−1.8% | Reduced |
| Elgethun Capital Management | 5,345 | $1.57M | 0.26% | +10.0% | Added |
| Clifford Group, LLC | 5,356 | $1.58M | 1.21% | +46+0.9% | Added |
| Horizon Wealth Management, LLC | 5,361 | $1.58M | 0.23% | +16+0.3% | Added |
| Sander Capital Advisors Inc | 5,375 | $1.58M | 0.92% | −280−5.0% | Reduced |
| Brucke Financial, Inc. | 5,375 | $1.58M | 0.80% | −312−5.5% | Reduced |
| Truvestments Capital LLC | 5,376 | $1.58M | 0.29% | +101+1.9% | Added |
| Legal Advantage Investments, Inc. | 5,378 | $1.58M | 0.82% | 00.0% | Unchanged |
| Westhampton Capital, LLC | 5,378 | $1.58M | 0.74% | +140+2.7% | Added |
| Curated Wealth Partners LLC | 5,379 | $1.58M | 0.20% | −909−14.5% | Reduced |
| Syverson Strege & Co | 5,388 | $1.58M | 0.38% | −24−0.4% | Reduced |
| Global Trust Wealth Management LLC | 5,396 | $1.59M | 1.20% | −502−8.5% | Reduced |
| Portland Global Advisors LLC | 5,410 | $1.59M | 0.17% | +252+4.9% | Added |
| Aurora Private Wealth, Inc. | 4,953 | $1.59M | 1.13% | 00.0% | Unchanged |
| Fullerton Fund Management Co Ltd. | 5,438 | $1.60M | 0.13% | −315,141−98.3% | Reduced |
| Garden State Investment Advisory Services LLC | 5,425 | $1.60M | 0.38% | +205+3.9% | Added |
| Proathlete Wealth Management LLC | 5,450 | $1.60M | 0.44% | −29−0.5% | Reduced |
| Wilkins Miller Wealth Management, LLC | 5,453 | $1.60M | 0.97% | −162−2.9% | Reduced |
| Providence First Trust Co | 5,462 | $1.61M | 0.56% | −1,515−21.7% | Reduced |
| Excelsior Advisor Network LLC | 5,480 | $1.61M | 0.62% | +136+2.5% | Added |
| Raleigh Capital Management Inc. | 5,483 | $1.61M | 0.56% | −872−13.7% | Reduced |
| MinichMacGregor Wealth Management, LLC | 5,486 | $1.61M | 0.28% | −1,010−15.5% | Reduced |
| Old North State Trust, LLC | 5,491 | $1.61M | 0.96% | −87−1.6% | Reduced |
| Richardson Financial Services Inc. | 5,492 | $1.62M | 1.01% | +178+3.3% | Added |
| Crown Wealth Group, LLC | 5,505 | $1.62M | 0.48% | +145+2.7% | Added |
| Financial Council Asset Management Inc | 5,525 | $1.63M | 0.63% | −31−0.6% | Reduced |
| Grant Street Asset Management, Inc. | 5,534 | $1.63M | 0.31% | −250−4.3% | Reduced |
| New Covenant Trust Company, N.A. | 5,535 | $1.63M | 1.45% | +351+6.8% | Added |
| Cravens & Co Advisors, LLC | 5,536 | $1.63M | 1.06% | +117+2.2% | Added |
| McDonough Capital Management, Inc | 5,552 | $1.63M | 0.89% | +554+11.1% | Added |
| Amplius Wealth Advisors, LLC | 5,560 | $1.64M | 0.14% | −45−0.8% | Reduced |
| Silvia McColl Wealth Management, LLC | 5,567 | $1.64M | 1.08% | −30−0.5% | Reduced |
| Baring Financial LLC | 5,568 | $1.64M | 1.00% | −10.0% | Reduced |
| Yoffe Investment Management, LLC | 5,569 | $1.64M | 2.10% | +4+0.1% | Added |
| Kennedy Investment Group | 5,578 | $1.64M | 0.64% | +330+6.3% | Added |
| Axiom Investment Management LLC | 5,580 | $1.64M | 1.25% | +5,580 | New |
| Black Swift Group, LLC | 5,590 | $1.64M | 0.29% | −11,550−67.4% | Reduced |
| Corsicana & Co. | 6,706 | $1.64M | 1.04% | +190+2.9% | Added |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 5,610 | $1.65M | 0.85% | +110+2.0% | Added |
| Ark Wealth Advisors LLC | 5,621 | $1.65M | 1.64% | +329+6.2% | Added |
| Eagle Strategies LLC | 5,639 | $1.66M | 0.20% | +149+2.7% | Added |
| WealthTrust Axiom LLC | 5,643 | $1.66M | 0.41% | −80−1.4% | Reduced |
| Brave Warrior Advisors, LLC | 5,643 | $1.66M | 0.04% | 00.0% | Unchanged |
| 55 North Private Wealth, LLC | 5,645 | $1.66M | 0.43% | −133−2.3% | Reduced |
| Fell Capital Management | 5,645 | $1.66M | 1.58% | −150−2.6% | Reduced |
| DV Trading LLC | 5,656 | $1.66M | 0.15% | +5,376+1,920.0% | Added |
| Evansbrook LLC | 5,659 | $1.66M | 1.11% | +174+3.2% | Added |
| RMR Capital Management, LLC | 5,677 | $1.67M | 1.21% | 00.0% | Unchanged |
| Legacy Financial Strategies, LLC | 5,683 | $1.67M | 0.30% | −16−0.3% | Reduced |
| Capital Investment Counsel, Inc | 5,683 | $1.67M | 0.20% | −40−0.7% | Reduced |
| Morris Retirement Advisors, LLC | 5,686 | $1.67M | 0.68% | +143+2.6% | Added |
| DB&C Advisors, LLC | 5,686 | $1.67M | 2.17% | +2,969+109.3% | Added |
| Fortis Group Advisors, LLC | 5,390 | $1.67M | 0.28% | −2,192−28.9% | Reduced |
| Coastal Investment Advisors, Inc. | 5,691 | $1.67M | 0.58% | −1,077−15.9% | Reduced |
| Hurley Capital, LLC | 5,696 | $1.68M | 0.90% | −201−3.4% | Reduced |
| One + One Wealth Management, LLC | 5,702 | $1.68M | 0.71% | −2,017−26.1% | Reduced |
| Evernest Financial Advisors, LLC | 5,386 | $1.68M | 0.35% | −194−3.5% | Reduced |
| Bridgewealth Advisory Group, LLC | 5,714 | $1.68M | 0.35% | +12+0.2% | Added |
| Avalon Trust Co | 5,720 | $1.68M | 0.12% | +1,149+25.1% | Added |
| Birchcreek Wealth Management, LLC | 5,721 | $1.68M | 0.81% | 00.0% | Unchanged |
| Spectrum Strategic Capital Management, LLC | 5,722 | $1.68M | 0.91% | +140+2.5% | Added |
| Gerber, LLC | 5,725 | $1.68M | 0.95% | +366+6.8% | Added |
| Nadler Financial Group, Inc. | 5,727 | $1.68M | 0.16% | −345−5.7% | Reduced |
| Willner & Heller, LLC | 5,727 | $1.68M | 1.26% | +820+16.7% | Added |
| Tennessee Valley Asset Management Partners | 5,742 | $1.69M | 0.22% | +317+5.8% | Added |