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 |
|---|---|---|---|---|---|
| Sandbox Financial Partners, LLC | 5,750 | $1.69M | 0.48% | −289−4.8% | Reduced |
| Portland Investment Counsel Inc. | 5,752 | $1.69M | 0.54% | +2,752+91.7% | Added |
| 111 Capital | 5,757 | $1.69M | 0.42% | +5,757 | New |
| Johnson Financial Group, LLC | 5,758 | $1.69M | 0.11% | +2,542+79.0% | Added |
| Barden Capital Management, Inc. | 5,772 | $1.70M | 1.45% | 00.0% | Unchanged |
| Dutch Asset Corp | 5,784 | $1.70M | 1.14% | +691+13.6% | Added |
| PUREfi Wealth, LLC | 5,809 | $1.71M | 1.12% | +160+2.8% | Added |
| Sendero Wealth Management, LLC | 5,814 | $1.71M | 0.19% | +96+1.7% | Added |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 5,815 | $1.71M | 0.00% | −120−2.0% | Reduced |
| Tilia Fiduciary Partners, Inc. | 5,833 | $1.72M | 0.94% | −158−2.6% | Reduced |
| Aspire Private Capital, LLC | 5,838 | $1.72M | 0.39% | +72+1.2% | Added |
| Darden Wealth Group Inc | 5,845 | $1.72M | 0.88% | +1,175+25.2% | Added |
| Cassia Capital Partners, LLC | 5,857 | $1.72M | 0.89% | +171+3.0% | Added |
| Dorsey Wright & Associates | 5,862 | $1.72M | 0.21% | +5,862 | New |
| Proffitt & Goodson Inc | 5,870 | $1.73M | 0.27% | −255−4.2% | Reduced |
| Shakespeare Wealth Management, Inc. | 5,872 | $1.73M | 0.41% | +74+1.3% | Added |
| Pinnacle Wealth Management, LLC | 5,877 | $1.73M | 1.16% | −2,749−31.9% | Reduced |
| RFP Financial Group LLC | 5,889 | $1.73M | 0.94% | −647−9.9% | Reduced |
| Ridge Creek Global, Inc | 5,890 | $1.73M | 1.47% | 00.0% | Unchanged |
| Manchester Financial Inc | 5,894 | $1.73M | 0.33% | +107+1.8% | Added |
| Gould Asset Management LLC | 5,901 | $1.74M | 0.30% | +125+2.2% | Added |
| Investment Partners Asset Management, Inc. | 5,906 | $1.74M | 1.07% | +16+0.3% | Added |
| Drake & Associates, LLC | 5,910 | $1.74M | 0.33% | −2,554−30.2% | Reduced |
| Silver Grove Financial Group, Inc. | 5,919 | $1.74M | 1.40% | +278+4.9% | Added |
| Blue Jean Financial LLC | 5,922 | $1.74M | 1.44% | −206−3.4% | Reduced |
| Parkway Wealth Management Group, LLC | 5,616 | $1.74M | 0.22% | −83−1.5% | Reduced |
| Lodestar Private Asset Management LLC | 5,938 | $1.75M | 0.17% | −4−0.1% | Reduced |
| Investment Research Partners LLC | 5,939 | $1.75M | 0.71% | −367−5.8% | Reduced |
| Alpha Family Trust | 5,950 | $1.75M | 0.85% | 00.0% | Unchanged |
| AGH Wealth Advisors, LLC | 5,963 | $1.75M | 1.29% | −8−0.1% | Reduced |
| Manske Wealth Management | 5,969 | $1.76M | 0.49% | +206+3.6% | Added |
| Alchemi Wealth, LLC | 5,968 | $1.76M | 0.97% | +259+4.5% | Added |
| Bluebird Wealth Management LLC | 5,972 | $1.76M | 1.80% | −2,272−27.6% | Reduced |
| Seven Mile Advisory | 5,973 | $1.76M | 1.27% | −3,521−37.1% | Reduced |
| Moller Financial Services | 5,981 | $1.76M | 0.35% | +187+3.2% | Added |
| Cascade Investment Group, Inc. | 5,984 | $1.76M | 1.16% | +208+3.6% | Added |
| Seamount Financial Group Inc | 5,985 | $1.76M | 0.79% | +9+0.2% | Added |
| Diligent Investors, LLC | 5,988 | $1.76M | 0.44% | −17−0.3% | Reduced |
| Hofer & Associates. Inc | 5,995 | $1.76M | 0.95% | +252+4.4% | Added |
| ARK & TLK Investments, LLC | 6,005 | $1.77M | 0.48% | 00.0% | Unchanged |
| Benchmark Financial Wealth Advisors, LLC | 6,018 | $1.77M | 0.49% | +415+7.4% | Added |
| McAdam, LLC | 6,020 | $1.77M | 0.08% | +318+5.6% | Added |
| CM Wealth Advisors LLC | 6,021 | $1.77M | 0.38% | +103+1.7% | Added |
| Northstar Financial Companies, Inc. | 6,031 | $1.77M | 1.41% | +1,287+27.1% | Added |
| Birmingham Capital Management Co Inc | 6,035 | $1.77M | 0.75% | 00.0% | Unchanged |
| Omnia Family Wealth, LLC | 6,035 | $1.78M | 0.56% | −1,262−17.3% | Reduced |
| Bay Rivers Group | 6,041 | $1.78M | 0.74% | −30.0% | Reduced |
| Requisite Capital Management, LLC | 6,041 | $1.78M | 0.33% | −407−6.3% | Reduced |
| Olistico Wealth, LLC | 6,057 | $1.78M | 0.88% | +183+3.1% | Added |
| Ethos Capital Management, Inc. | 6,059 | $1.78M | 1.53% | +895+17.3% | Added |
| Systematic Financial Management LP | 6,075 | $1.79M | 0.04% | 00.0% | Unchanged |
| OFS Enterprise LLC | 6,091 | $1.79M | 0.53% | +6,091 | New |
| Sentry LLC | 6,101 | $1.79M | 0.57% | 00.0% | Unchanged |
| St. Clair Advisors, LLC | 6,116 | $1.80M | 0.48% | −75−1.2% | Reduced |
| Navis Wealth Advisors, LLC | 6,120 | $1.80M | 0.92% | −1,021−14.3% | Reduced |
| Bluedoor Private Wealth, LLC | 6,121 | $1.80M | 0.83% | +103+1.7% | Added |
| Peoples Bank | 6,130 | $1.80M | 1.81% | −65−1.0% | Reduced |
| Wilkerson Advisory Group LLC | 6,130 | $1.80M | 0.62% | +200+3.4% | Added |
| Arwa LLC | 5,811 | $1.80M | 0.89% | −625−9.7% | Reduced |
| Delta Investment Management, LLC | 6,132 | $1.80M | 0.32% | −2,021−24.8% | Reduced |
| Centurion Wealth Management LLC | 6,142 | $1.81M | 0.41% | −609−9.0% | Reduced |
| JM2 Capital Inc. | 6,152 | $1.81M | 1.50% | +5+0.1% | Added |
| Barnes Pettey Financial Advisors, LLC | 6,155 | $1.81M | 0.79% | +10.0% | Added |
| Rosenberg Matthew Hamilton | 6,159 | $1.81M | 0.37% | +430+7.5% | Added |
| Baron Wealth Management LLC | 6,160 | $1.81M | 0.54% | −258−4.0% | Reduced |
| HMV Wealth Advisors, LLC | 6,164 | $1.81M | 0.85% | +84+1.4% | Added |
| Financial Partners Group, Inc | 6,169 | $1.81M | 0.22% | +23+0.4% | Added |
| Bingham Private Wealth, LLC | 6,171 | $1.81M | 1.44% | −80−1.3% | Reduced |
| Crew Capital Management, Ltd. | 6,173 | $1.82M | 1.20% | −124−2.0% | Reduced |
| Legacy Capital Wealth Partners, LLC | 6,175 | $1.82M | 0.37% | +350+6.0% | Added |
| SJS Investment Consulting Inc. | 6,181 | $1.82M | 0.22% | −1,133−15.5% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 6,186 | $1.82M | 0.75% | −1,455−19.0% | Reduced |
| Ewa, LLC | 6,188 | $1.82M | 0.41% | +290+4.9% | Added |
| KilterHowling LLC | 6,195 | $1.82M | 0.92% | +782+14.4% | Added |
| Audent Global Asset Management, LLC | 6,208 | $1.83M | 1.82% | −6,507−51.2% | Reduced |
| Fielder Capital Group LLC | 6,220 | $1.83M | 0.40% | −257−4.0% | Reduced |
| Sippican Capital Advisors | 6,245 | $1.84M | 1.26% | −245−3.8% | Reduced |
| Global Assets Advisory, LLC | 14,132 | $1.84M | 0.56% | +11,182+379.1% | Added |
| BayBridge Capital Group, LLC | 5,724 | $1.84M | 1.14% | 00.0% | Unchanged |
| Knollwood Investment Advisory, LLC | 6,273 | $1.85M | 0.19% | 00.0% | Unchanged |
| Rogco, LP | 6,279 | $1.85M | 0.62% | +1,004+19.0% | Added |
| Longfellow Investment Management Co LLC | 6,281 | $1.85M | 0.39% | +1,595+34.0% | Added |
| D'Orazio & Associates, Inc. | 6,283 | $1.85M | 0.24% | −71−1.1% | Reduced |
| Powers Advisory Group, LLC | 6,287 | $1.85M | 0.65% | −45−0.7% | Reduced |
| Richard W. Paul & Associates, LLC | 6,287 | $1.85M | 0.62% | +130+2.1% | Added |
| Keynote Financial Services LLC | 6,289 | $1.85M | 0.98% | 00.0% | Unchanged |
| Range Advisory, LLC | 6,290 | $1.85M | 0.34% | +2,439+63.3% | Added |
| Berman McAleer LLC | 6,295 | $1.85M | 0.25% | 00.0% | Unchanged |
| Renasant Bank | 6,308 | $1.86M | 1.31% | −36−0.6% | Reduced |
| Colton Groome Financial Advisors, LLC | 6,334 | $1.86M | 0.53% | +132+2.1% | Added |
| Hickory Point Bank & Trust | 6,342 | $1.87M | 1.23% | −281−4.2% | Reduced |
| Capital Square, LLC | 6,064 | $1.87M | 0.86% | −231−3.7% | Reduced |
| Hamrick Investment Counsel, llc | 6,356 | $1.87M | 1.04% | +63+1.0% | Added |
| Access Financial Services, Inc. | 6,363 | $1.87M | 0.66% | −114−1.8% | Reduced |
| Evolution Wealth Advisors, LLC | 6,365 | $1.87M | 0.19% | 00.0% | Unchanged |
| Sun Financial Inc | 6,265 | $1.88M | 0.94% | +20+0.3% | Added |
| Miller Capital Partners, Inc. | 6,392 | $1.88M | 0.91% | 00.0% | Unchanged |
| Garrett Wealth Advisory Group, LLC | 6,396 | $1.88M | 0.33% | +2,672+71.8% | Added |
| Sunflower Bank, N.A. | 6,397 | $1.88M | 0.48% | +9+0.1% | Added |
| Virtue Asset Management LLC | 6,398 | $1.88M | 1.50% | +634+11.0% | Added |