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 |
|---|---|---|---|---|---|
| Hudson Oak Wealth Advisory LLC | 754 | $221.8K | 0.19% | −10−1.3% | Reduced |
| Foronjy Financial LLC | 758 | $222.9K | 0.09% | −20−2.6% | Reduced |
| Tran Capital Management, L.P. | 761 | $223.8K | 0.03% | +3+0.4% | Added |
| Ofc Financial Planning, LLC | 763 | $224.4K | 0.22% | −14−1.8% | Reduced |
| Northeast Planning Associates, Inc. | 764 | $224.7K | 0.15% | 00.0% | Unchanged |
| Financial Advisory Corp | 765 | $225.0K | 0.03% | −414−35.1% | Reduced |
| Chico Wealth RIA | 766 | $225.3K | 0.14% | +15+2.0% | Added |
| Impact Investors, Inc | 767 | $225.5K | 0.16% | +767 | New |
| David J Yvars Group | 768 | $225.9K | 0.13% | 00.0% | Unchanged |
| Steelhead Wealth Management LLC | 768 | $226.0K | 0.11% | +768 | New |
| Austin Wealth Management, LLC | 765 | $226.0K | 0.05% | −418−35.3% | Reduced |
| Prosperity Advisers, LLC | 770 | $226.5K | 0.19% | −109−12.4% | Reduced |
| Elefante Mark B | 772 | $227.1K | 0.12% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 773 | $227.4K | 0.09% | +127+19.7% | Added |
| Financial Harvest, LLC | 775 | $227.9K | 0.13% | −165−17.6% | Reduced |
| Sightline Wealth Advisors, LLC | 775 | $228.0K | 0.10% | 00.0% | Unchanged |
| Donalies Financial Planning, LLC | 775 | $228.0K | 0.19% | 00.0% | Unchanged |
| Tidemark, LLC | 776 | $228.2K | 0.06% | +41+5.6% | Added |
| Goodman Financial Corp | 777 | $228.6K | 0.04% | −7−0.9% | Reduced |
| Tfo-TDC, LLC | 778 | $228.9K | 0.03% | +778 | New |
| ICONIQ Capital, LLC | 778 | $228.9K | 0.01% | 00.0% | Unchanged |
| Peak Financial Management, Inc. | 778 | $229.1K | 0.06% | +36+4.9% | Added |
| Capital Developers, LLC | 779 | $229.2K | 0.21% | 00.0% | Unchanged |
| Peak Wealth Management LLC | 779 | $229.2K | 0.19% | 00.0% | Unchanged |
| Sequent Planning LLC | 783 | $230.4K | 0.06% | −29−3.6% | Reduced |
| PVG Asset Management Corp | 723 | $230.9K | 0.14% | −57−7.3% | Reduced |
| Franklin, Parlapiano, Turner & Welch, LLC | 741 | $231.0K | 0.06% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 788 | $231.9K | 0.11% | −21−2.6% | Reduced |
| marrick wealth, LLC | 791 | $232.7K | 0.20% | −27−3.3% | Reduced |
| Pincus Capital Management, LP | 792 | $233.0K | 0.16% | +792 | New |
| V2 Financial group LLC | 792 | $233.0K | 0.11% | +92+13.1% | Added |
| Fox Hill Wealth Management | 795 | $233.9K | 0.11% | +26+3.4% | Added |
| Schaeffer Financial LLC | 798 | $234.7K | 0.20% | 00.0% | Unchanged |
| 1 North Wealth Services LLC | 800 | $235.3K | 0.08% | 00.0% | Unchanged |
| RiverTree Advisors, LLC | 800 | $235.3K | 0.15% | 00.0% | Unchanged |
| PACK Private Wealth, LLC | 803 | $236.2K | 0.11% | 00.0% | Unchanged |
| Cobblestone Asset Management LLC | 804 | $236.6K | 0.11% | 00.0% | Unchanged |
| Evelyn Partners Asset Management Ltd | 805 | $236.8K | 0.06% | 00.0% | Unchanged |
| Navigate Wealth Management, LLC | 757 | $236.9K | 0.17% | +757 | New |
| DecisionPoint Financial, LLC | 808 | $237.8K | 0.05% | 00.0% | Unchanged |
| Pearl Planning LLC | 809 | $238.0K | 0.13% | 00.0% | Unchanged |
| Headland Capital, LLC | 811 | $238.7K | 0.07% | −5−0.6% | Reduced |
| Mittelman Wealth Management | 812 | $239.1K | 0.15% | +812 | New |
| Stonebridge Wealth Management, LLC | 814 | $239.6K | 0.23% | −32−3.8% | Reduced |
| Baron Financial Group, LLC | 815 | $239.7K | 0.13% | 00.0% | Unchanged |
| BlueChip Wealth Advisors LLC | 815 | $239.8K | 0.11% | −34−4.0% | Reduced |
| TSA Wealth Managment LLC | 816 | $240.0K | 0.08% | −42−4.9% | Reduced |
| Millington Financial Advisors, LLC | 770 | $240.0K | 0.10% | −19−2.4% | Reduced |
| DiPaolo Financial Group, Inc. | 817 | $240.4K | 0.17% | +817 | New |
| Fairway Wealth LLC | 819 | $240.9K | 0.06% | −44−5.1% | Reduced |
| Evolution Wealth Management Inc. | 819 | $240.9K | 0.18% | +160+24.3% | Added |
| Barnes Wealth Management Group, Inc | 820 | $241.2K | 0.12% | +20+2.5% | Added |
| Boulder Wealth Advisors, LLC | 820 | $241.3K | 0.10% | +46+5.9% | Added |
| Three Seasons Wealth, LLC | 822 | $241.8K | 0.09% | +93+12.8% | Added |
| Caden Capital Partners, LP | 822 | $241.8K | 2.98% | +498+153.7% | Added |
| Legacy Wealth Managment, LLC | 823 | $242.0K | 0.12% | +96+13.2% | Added |
| Waratah Capital Advisors Ltd. | 823 | $242.1K | 0.02% | −248−23.2% | Reduced |
| Clark Financial Services Group Inc | 823 | $242.1K | 0.13% | +62+8.1% | Added |
| Madrid Wealth Management, LLC | 824 | $242.4K | 0.18% | 00.0% | Unchanged |
| PMG Wealth Management, Inc. | 825 | $242.7K | 0.18% | −188−18.6% | Reduced |
| Timber Creek Capital Management LLC | 825 | $242.7K | 0.06% | 00.0% | Unchanged |
| Archvest Wealth Advisors, Inc. | 828 | $243.5K | 0.16% | −60−6.8% | Reduced |
| Note Advisors, LLC | 828 | $243.6K | 0.12% | 00.0% | Unchanged |
| Chatterton & Associates Inc. | 785 | $243.6K | 0.17% | +122+18.4% | Added |
| Aspect Partners, LLC | 829 | $243.9K | 0.10% | +2+0.2% | Added |
| Alamar Capital Management, LLC | 830 | $244.2K | 0.15% | 00.0% | Unchanged |
| ShankerValleau Wealth Advisors, Inc. | 831 | $244.4K | 0.07% | 00.0% | Unchanged |
| Financial Network Wealth Management LLC | 836 | $245.0K | 0.08% | −41−4.7% | Reduced |
| Continental Investors Services, Inc. | 814 | $245.0K | 0.23% | +92+12.7% | Added |
| Layline Advisors, LLC | 834 | $245.4K | 0.27% | +834 | New |
| Altiora Financial Group, LLC | 835 | $245.6K | 0.04% | 00.0% | Unchanged |
| Global View Capital Management LLC | 837 | $246.2K | 0.07% | −23−2.7% | Reduced |
| Newport Capital Group, LLC | 838 | $246.5K | 0.15% | −67−7.4% | Reduced |
| Essential Partners LLC | 839 | $246.8K | 0.08% | +6+0.7% | Added |
| Vigil Wealth Management, LLC | 839 | $246.8K | 0.20% | 00.0% | Unchanged |
| Covestor Ltd | 840 | $247.0K | 0.17% | −286−25.4% | Reduced |
| Jacksonville Wealth Management, LLC | 840 | $247.1K | 0.17% | +13+1.6% | Added |
| Fortis Advisors, LLC | 849 | $247.7K | 0.12% | 00.0% | Unchanged |
| Cornerstone Advisors Asset Management, LLC | 842 | $247.7K | 0.04% | −8−0.9% | Reduced |
| Quattro Advisors LLC | 842 | $247.8K | 0.21% | +141+20.1% | Added |
| Avion Wealth | 845 | $248.0K | 0.05% | −9−1.1% | Reduced |
| BCU Wealth Advisors, LLC | 844 | $248.1K | 0.09% | +4+0.5% | Added |
| Auour Investments LLC | 844 | $248.3K | 0.08% | 00.0% | Unchanged |
| David R. Rahn & Associates Inc. | 845 | $248.6K | 0.07% | −742−46.8% | Reduced |
| Advocacy Wealth Management Services, LLC | 847 | $249.2K | 0.01% | +847 | New |
| Parrish Capital LLC | 848 | $249.4K | 0.22% | 00.0% | Unchanged |
| Schwallier Wealth Management LLC | 848 | $249.6K | 0.18% | 00.0% | Unchanged |
| Beta Wealth Group, Inc. | 849 | $249.8K | 0.10% | +159+23.0% | Added |
| Ball & Co Wealth Management Inc. | 852 | $250.0K | 0.21% | +4+0.5% | Added |
| McDaniel Terry & Co | 850 | $250.0K | 0.02% | +850 | New |
| Kemnay Advisory Services Inc. | 851 | $250.3K | 0.04% | −210−19.8% | Reduced |
| Phocas Financial Corp. | 851 | $250.3K | 0.04% | 00.0% | Unchanged |
| Stelac Advisory Services LLC | 851 | $250.3K | 0.05% | +261+44.2% | Added |
| Mascagni Wealth Management, Inc. | 852 | $250.5K | 0.18% | +852 | New |
| Safe Harbor Family Capital, LLC | 852 | $250.6K | 0.20% | −21−2.4% | Reduced |
| Opus Financial Solutions LLC | 852 | $250.6K | 0.24% | 00.0% | Unchanged |
| Financial Life Planners | 855 | $251.4K | 0.19% | −57−6.3% | Reduced |
| Luminvest Wealth Management LLC | 856 | $252.1K | 0.07% | +29+3.5% | Added |
| Lifelong Wealth Advisors, Inc. | 858 | $252.3K | 0.07% | +11+1.3% | Added |
| Beacon Financial Strategies CORP | 859 | $252.6K | 0.14% | 00.0% | Unchanged |