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 |
|---|---|---|---|---|---|
| Patriot Investment Management Inc. | 6,409 | $1.89M | 0.12% | +9+0.1% | Added |
| Tandem Investment Partners LLC | 6,415 | $1.89M | 1.60% | −130−2.0% | Reduced |
| Granite Harbor Advisors, Inc. | 6,417 | $1.89M | 0.82% | +76+1.2% | Added |
| Milestone Asset Management, LLC | 6,420 | $1.89M | 0.35% | −23,919−78.8% | Reduced |
| Wiser Advisor Group LLC | 6,438 | $1.89M | 2.29% | +20.0% | Added |
| Sunburst Financial Group, LLC | 6,442 | $1.89M | 0.36% | +84+1.3% | Added |
| Kingdom Financial Group LLC. | 6,448 | $1.90M | 0.54% | −876−12.0% | Reduced |
| Lloyd Advisory Services, LLC. | 6,448 | $1.90M | 0.54% | +5,960+1,221.3% | Added |
| Crumly & Associates Inc. | 6,466 | $1.90M | 0.40% | +464+7.7% | Added |
| Solstein Capital, LLC | 6,473 | $1.90M | 0.78% | +80+1.3% | Added |
| Palogic Value Management, L.P. | 6,474 | $1.90M | 0.83% | −150−2.3% | Reduced |
| Meadowbrook Wealth Management, LLC | 6,483 | $1.91M | 2.53% | −815−11.2% | Reduced |
| LVZ Advisors, Inc. | 6,500 | $1.91M | 0.22% | +73+1.1% | Added |
| Deseret Mutual Benefit Administrators | 6,506 | $1.91M | 0.65% | +2,957+83.3% | Added |
| Carlson Capital L P | 6,515 | $1.92M | 0.76% | +1,415+27.7% | Added |
| Concentric Capital Strategies, LP | 6,542 | $1.92M | 0.17% | +3,220+96.9% | Added |
| Principal Street Partners, LLC | 6,558 | $1.93M | 0.31% | −49−0.7% | Reduced |
| Frazier Financial Advisors, LLC | 6,576 | $1.93M | 1.07% | +201+3.2% | Added |
| Talisman Wealth Advisors LLC | 6,585 | $1.94M | 1.56% | −415−5.9% | Reduced |
| Activest Wealth Management | 6,588 | $1.94M | 0.34% | +1,972+42.7% | Added |
| Colter Lewis Investment Partners LLC | 6,588 | $1.94M | 1.82% | +2,387+56.8% | Added |
| Finward Bancorp | 6,593 | $1.94M | 1.55% | −16−0.2% | Reduced |
| Colonial River Wealth Management, LLC | 6,595 | $1.94M | 0.69% | +33+0.5% | Added |
| West Bancorporation Inc | 6,600 | $1.94M | 0.97% | −901−12.0% | Reduced |
| Hexagon Capital Partners LLC | 6,606 | $1.94M | 0.28% | +6,606 | New |
| Montis Financial, LLC | 6,611 | $1.94M | 0.40% | +34+0.5% | Added |
| Pflug Koory, LLC | 6,617 | $1.95M | 0.89% | −10.0% | Reduced |
| McGuire Capital Advisors Inc | 6,622 | $1.95M | 1.25% | −1,657−20.0% | Reduced |
| Limestone Investment Advisors LP | 6,652 | $1.96M | 0.96% | +6,652 | New |
| Verum Partners LLC | 6,659 | $1.96M | 0.37% | +711+12.0% | Added |
| Carr Financial Group Corp | 6,662 | $1.96M | 0.52% | −52−0.8% | Reduced |
| Disciplined Investors, L.L.C. | 6,666 | $1.96M | 1.17% | +234+3.6% | Added |
| Aspen Grove Capital, LLC | 6,668 | $1.96M | 0.38% | +19+0.3% | Added |
| BXM Wealth LLC | 6,674 | $1.96M | 1.51% | −51,233−88.5% | Reduced |
| Flagstone Financial Management | 6,694 | $1.97M | 0.49% | +3,152+89.0% | Added |
| Laurion Capital Management LP | 6,695 | $1.97M | 0.18% | +6,695 | New |
| Rainier Family Wealth Inc | 6,698 | $1.97M | 1.32% | −210−3.0% | Reduced |
| CoreFirst Bank & Trust | 6,702 | $1.97M | 1.05% | −560−7.7% | Reduced |
| Keyes, Stange & Wooten Wealth Management, LLC | 6,716 | $1.98M | 0.88% | +514+8.3% | Added |
| Gallagher Fiduciary Advisors, LLC | 6,722 | $1.98M | 0.08% | −70−1.0% | Reduced |
| Berry Wealth Group, LP | 6,746 | $1.98M | 7.42% | −378−5.3% | Reduced |
| Brian Low Financial Group, LLC | 6,749 | $1.99M | 1.35% | −4,267−38.7% | Reduced |
| Thompson David Blair | 6,752 | $1.99M | 1.14% | −4,140−38.0% | Reduced |
| Galaxy Digital Capital Management GP LLC | 6,753 | $1.99M | 2.56% | +60+0.9% | Added |
| Werba Rubin Papier Wealth Management | 6,754 | $1.99M | 0.28% | +886+15.1% | Added |
| Up Strategic Wealth Investment Advisors LLC | 6,494 | $1.99M | 1.25% | +1,035+19.0% | Added |
| Coquina Private Wealth LLC | 6,763 | $1.99M | 1.60% | −79−1.2% | Reduced |
| Patron Partners Advisors, LLC | 6,770 | $1.99M | 0.88% | −74−1.1% | Reduced |
| Legacy Capital Group California, Inc. | 6,771 | $1.99M | 0.76% | −6,919−50.5% | Reduced |
| TFC Financial Management | 6,772 | $1.99M | 0.25% | +150+2.3% | Added |
| Cascades Capital Asset Management, LLC | 6,775 | $1.99M | 0.84% | −149−2.2% | Reduced |
| Fjell Capital, LLC | 6,781 | $1.99M | 1.53% | +372+5.8% | Added |
| Jefferson Bridge Capital, LLC | 6,785 | $2.00M | 1.98% | 00.0% | Unchanged |
| Menard Financial Group LLC | 6,786 | $2.00M | 1.39% | +29+0.4% | Added |
| Elevation Advisory Partners LLC | 6,656 | $2.00M | 1.87% | +6,656 | New |
| Christine Messmer PC | 6,796 | $2.00M | 1.28% | +180+2.7% | Added |
| Winmill & Co. Inc | 6,800 | $2.00M | 0.58% | 00.0% | Unchanged |
| Orca Investment Management, LLC | 6,808 | $2.00M | 1.70% | −303−4.3% | Reduced |
| McLean Asset Management Corp | 6,811 | $2.00M | 0.35% | −845−11.0% | Reduced |
| Alhambra Investment Partners LLC | 6,812 | $2.00M | 0.93% | −357−5.0% | Reduced |
| Shepherd Street Advisors LLC | 6,815 | $2.00M | 1.98% | +72+1.1% | Added |
| McNaughton Wealth Management, LLC | 6,816 | $2.00M | 0.83% | +381+5.9% | Added |
| Traveka Wealth, LLC | 6,820 | $2.01M | 0.77% | −25−0.4% | Reduced |
| Beacon Investment Advisors LLC | 6,830 | $2.01M | 0.76% | +30.0% | Added |
| Florida Financial Advisors, LLC | 6,834 | $2.01M | 0.48% | −9,603−58.4% | Reduced |
| TLWM | 6,848 | $2.01M | 0.36% | +252+3.8% | Added |
| Vigilare Wealth Management | 6,852 | $2.02M | 0.68% | −1,248−15.4% | Reduced |
| Ridgecrest Wealth Partners, LLC | 6,867 | $2.02M | 1.11% | +10.0% | Added |
| Aviso Wealth Management | 6,877 | $2.02M | 0.91% | −645−8.6% | Reduced |
| ABLE Financial Group, LLC | 6,880 | $2.02M | 0.40% | −402−5.5% | Reduced |
| Granite Islands Private Wealth, LLC | 6,923 | $2.03M | 1.87% | +663+10.6% | Added |
| Roehl & Yi Investment Advisors, LLC | 6,896 | $2.03M | 0.76% | +1,012+17.2% | Added |
| Fairscale Capital, LLC | 6,904 | $2.03M | 1.40% | +40+0.6% | Added |
| Fortress Private Ledger, LLC | 6,905 | $2.03M | 0.64% | +463+7.2% | Added |
| McIlrath & Eck, LLC | 6,936 | $2.04M | 0.15% | −132−1.9% | Reduced |
| Crescent Grove Advisors, LLC | 6,939 | $2.04M | 0.20% | −630−8.3% | Reduced |
| Arbor Capital Management Inc | 6,699 | $2.04M | 1.66% | +108+1.6% | Added |
| Cahill Financial Advisors Inc | 6,948 | $2.04M | 0.22% | +83+1.2% | Added |
| Guardian Investment Management | 6,953 | $2.05M | 1.66% | −1,281−15.6% | Reduced |
| New England Research & Management, Inc. | 6,976 | $2.05M | 0.87% | +5,887+540.6% | Added |
| BCV Asset Management Inc. | 6,982 | $2.05M | 0.07% | +6,982 | New |
| Argyle Capital Partners, LLC | 6,980 | $2.05M | 1.48% | +345+5.2% | Added |
| Symphony Financial Services, Inc. | 6,987 | $2.05M | 1.05% | +579+9.0% | Added |
| Rossby Financial, LCC | 6,953 | $2.05M | 0.43% | +1,486+27.2% | Added |
| Potomac Fund Management Inc | 6,993 | $2.06M | 0.07% | +159+2.3% | Added |
| Topsail Wealth Management, LLC | 6,993 | $2.06M | 0.30% | +137+2.0% | Added |
| SC&H Financial Advisors, Inc. | 6,996 | $2.06M | 0.31% | +10.0% | Added |
| Buckland Partners Management Co LLC | 7,000 | $2.06M | 1.25% | 00.0% | Unchanged |
| Oak Grove Capital LLC | 7,000 | $2.06M | 0.35% | +2,400+52.2% | Added |
| Bulltick Wealth Management, LLC | 7,006 | $2.06M | 0.46% | +2,509+55.8% | Added |
| Westside Investment Management, Inc. | 7,008 | $2.06M | 0.32% | −173−2.4% | Reduced |
| Richard P Slaughter Associates Inc | 7,020 | $2.07M | 0.45% | −167−2.3% | Reduced |
| Ruffer LLP | 7,000 | $2.07M | 0.08% | 00.0% | Unchanged |
| Security National Bank of Sioux City Iowa | 7,024 | $2.07M | 1.22% | −56−0.8% | Reduced |
| HBW Advisory Services LLC | 7,069 | $2.08M | 0.22% | −175−2.4% | Reduced |
| Armbruster Capital Management, Inc. | 7,090 | $2.09M | 0.34% | +26+0.4% | Added |
| Walleye Capital LLC | 7,091 | $2.09M | 0.01% | +6,299+795.3% | Added |
| May Hill Capital, LLC | 7,093 | $2.09M | 0.52% | +1,282+22.1% | Added |
| Abel Hall, LLC | 7,096 | $2.09M | 0.44% | −4,152−36.9% | Reduced |
| Aigen Investment Management, LP | 7,097 | $2.09M | 0.54% | +7,097 | New |