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 |
|---|---|---|---|---|---|
| Gross & Hartman Investments LLC | 860 | $252.8K | 0.13% | −20−2.3% | Reduced |
| Pacific Capital Wealth Advisors, Inc | 860 | $253.0K | 0.04% | +90+11.7% | Added |
| StoneCrest Wealth Management, Inc. | 861 | $253.3K | 0.11% | −124−12.6% | Reduced |
| Numerai GP LLC | 862 | $253.6K | 0.03% | +862 | New |
| Legend Financial Advisors, Inc. | 863 | $253.9K | 0.16% | 00.0% | Unchanged |
| Brickley Wealth Management | 865 | $254.4K | 0.04% | −153−15.0% | Reduced |
| Lummis Asset Management, LP | 865 | $254.4K | 0.15% | 00.0% | Unchanged |
| Macro Advisors, Inc. | 867 | $255.0K | 0.11% | +867 | New |
| Milestones Private Investment Advisors LLC | 868 | $255.3K | 0.22% | −1,963−69.3% | Reduced |
| Campbell Deegan Wealth Management, LLC | 869 | $255.6K | 0.21% | +35+4.2% | Added |
| Generation Capital Management LLC | 871 | $256.2K | 0.19% | 00.0% | Unchanged |
| Ballast Financial Advisors LLC | 874 | $257.0K | 0.26% | +34+4.0% | Added |
| Gordian Capital Singapore Pte Ltd | 874 | $257.1K | 0.43% | 00.0% | Unchanged |
| Providence Financial Advisors, LLC | 880 | $258.9K | 0.15% | +147+20.1% | Added |
| Coastline Complete Wealth LLC | 881 | $259.3K | 0.16% | +881 | New |
| Schonfeld Strategic Advisors LLC | 882 | $259.4K | 0.00% | −2,788−76.0% | Reduced |
| Signal Tree Financial Partners LLC | 882 | $259.4K | 0.20% | −138−13.5% | Reduced |
| Mullaney, Keating & Wright, Inc. | 882 | $259.4K | 0.14% | 00.0% | Unchanged |
| Quarry LP | 883 | $259.7K | 0.05% | +562+175.1% | Added |
| Fulcrum Wealth Advisors, LLC | 884 | $260.0K | 0.22% | +884 | New |
| Graney & King, LLC | 885 | $260.4K | 0.14% | −3−0.3% | Reduced |
| Reliant Investment Management, LLC | 887 | $260.9K | 0.13% | −94−9.6% | Reduced |
| Adams Wealth Management | 890 | $261.7K | 0.06% | 00.0% | Unchanged |
| SFM, LLC | 891 | $262.1K | 0.16% | −487−35.3% | Reduced |
| Act Wealth Management, LLC | 892 | $262.4K | 0.09% | −10−1.1% | Reduced |
| Allstreet Capital Advisors LLC | 893 | $262.7K | 0.19% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 894 | $263.0K | 0.23% | +100+12.6% | Added |
| GFG Capital, LLC | 894 | $263.1K | 0.08% | +85+10.5% | Added |
| Bonfire Financial | 897 | $263.9K | 0.20% | +31+3.6% | Added |
| Trust Co of Kansas | 899 | $264.0K | 0.15% | 00.0% | Unchanged |
| Everstar Asset Management, LLC | 900 | $264.7K | 0.14% | 00.0% | Unchanged |
| High Probability Advisors, LLC | 900 | $264.7K | 0.03% | +157+21.1% | Added |
| Next Level Wealth Planning, LLC | 902 | $265.3K | 0.14% | 00.0% | Unchanged |
| BetterWealth, LLC | 905 | $266.2K | 0.05% | +272+43.0% | Added |
| GEM Asset Management, LLC | 906 | $266.5K | 0.12% | −13−1.4% | Reduced |
| Exit Wealth Advisors, LLC. | 909 | $267.3K | 0.14% | +252+38.4% | Added |
| Carroll Investors, Inc | 909 | $267.4K | 0.14% | +909 | New |
| Hoese & Co LLP | 910 | $267.7K | 0.20% | −400−30.5% | Reduced |
| Unconventional Investor, LLC | 910 | $267.7K | 0.13% | −1−0.1% | Reduced |
| Hoya Capital Real Estate, LLC | 910 | $267.7K | 4.83% | 00.0% | Unchanged |
| Gallacher Capital Management LLC | 911 | $268.1K | 0.10% | −137−13.1% | Reduced |
| Mraz, Amerine & Associates, Inc. | 912 | $268.2K | 0.04% | +1+0.1% | Added |
| Terra Nova Asset Management LLC | 915 | $269.1K | 0.20% | −8,394−90.2% | Reduced |
| Comprehensive Money Management Services LLC | 917 | $269.7K | 0.18% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 917 | $269.7K | 0.15% | +20+2.2% | Added |
| Northwest Wealth Advisors, LLC | 917 | $269.8K | 0.19% | 00.0% | Unchanged |
| Manuka Financial, LLC | 918 | $270.0K | 0.17% | 00.0% | Unchanged |
| Avant Capital LLC | 919 | $270.3K | 0.19% | +5+0.5% | Added |
| Liberty Atlantic Advisors LLC | 919 | $270.5K | 0.23% | +26+2.9% | Added |
| Lombard Odier Asset Management (USA) Corp | 922 | $271.2K | 0.15% | +922 | New |
| Western Pacific Wealth Management, LP | 922 | $271.3K | 0.28% | 00.0% | Unchanged |
| Sfam, LLC | 924 | $271.8K | 0.25% | +450+94.9% | Added |
| Kennedy Capital Management, Inc. | 932 | $274.2K | 0.01% | −6−0.6% | Reduced |
| Ferguson Shapiro LLC | 934 | $274.8K | 0.08% | +4+0.4% | Added |
| Higgins & Schmidt Wealth Strategies LLC | 936 | $275.3K | 0.13% | −22−2.3% | Reduced |
| Integrated Financial Solutions, Inc. | 937 | $275.6K | 0.19% | +100+11.9% | Added |
| Capital Planning LLC | 939 | $276.2K | 0.09% | +56+6.3% | Added |
| Theory Financial LLC | 939 | $276.2K | 0.10% | 00.0% | Unchanged |
| Whitcomb & Hess, Inc. | 940 | $276.4K | 0.06% | −30−3.1% | Reduced |
| Patton Fund Management, Inc. | 941 | $276.8K | 0.05% | −23,182−96.1% | Reduced |
| Gainplan LLC | 941 | $276.8K | 0.21% | +37+4.1% | Added |
| E6 Portfolios, LLC | 944 | $277.8K | 0.29% | +56+6.3% | Added |
| Elevate Wealth Advisory, Inc | 945 | $277.9K | 0.18% | +11+1.2% | Added |
| Juncture Wealth Strategies, LLC | 945 | $278.0K | 0.09% | +118+14.3% | Added |
| ETF Store, Inc. | 951 | $279.9K | 0.27% | +15+1.6% | Added |
| Austin Asset Management Co Inc | 953 | $280.3K | 0.05% | −2−0.2% | Reduced |
| Arta Finance Wealth Management LLC | 958 | $280.4K | 0.14% | −550−36.5% | Reduced |
| Chokshi & Queen Wealth Advisors, Inc | 953 | $280.4K | 0.15% | +16+1.7% | Added |
| Midwestern Financial, LLC | 955 | $280.9K | 0.22% | +955 | New |
| Alterna Wealth Management, Inc | 955 | $281.0K | 0.21% | −95−9.0% | Reduced |
| Check Capital Management Inc | 956 | $281.2K | 0.02% | +1+0.1% | Added |
| WealthTrak Capital Management LLC | 957 | $281.5K | 0.20% | +10+1.1% | Added |
| Israel Discount Bank of New York | 958 | $281.8K | 0.62% | −61−6.0% | Reduced |
| Uptown Financial Advisors LLC | 958 | $281.8K | 0.23% | 00.0% | Unchanged |
| Rachor Investment Advisory Services, LLC | 959 | $282.1K | 0.15% | +1+0.1% | Added |
| Cypress Point Wealth Management, LLC | 959 | $282.1K | 0.06% | +959 | New |
| Timothy G. Youngquist 2020 Irrevocable Trust | 962 | $283.0K | 0.14% | +962 | New |
| Bay Harbor Wealth Management, LLC | 964 | $283.6K | 0.07% | +192+24.9% | Added |
| Fogel Capital Management, Inc. | 965 | $283.9K | 0.13% | −20−2.0% | Reduced |
| Delos Wealth Advisors, LLC | 966 | $284.2K | 0.16% | +950+5,937.5% | Added |
| WealthCare Investment Partners, LLC | 963 | $284.4K | 0.08% | +9+0.9% | Added |
| Welch Financial Planning, LLC | 969 | $285.0K | 0.20% | +66+7.3% | Added |
| Alternative Investment Advisors, LLC. | 968 | $285.1K | 0.13% | +968 | New |
| Anfield Capital Management, LLC | 976 | $287.0K | 0.08% | +624+177.3% | Added |
| Heritage Oak Wealth Advisors LLC | 976 | $287.0K | 0.09% | +219+28.9% | Added |
| WPG Advisers, LLC | 976 | $287.1K | 0.21% | −99−9.2% | Reduced |
| Kropog Financial Group, LLC | 976 | $287.2K | 0.23% | +4+0.4% | Added |
| Fusion Family Wealth LLC | 976 | $287.2K | 0.02% | +1+0.1% | Added |
| Rinkey Investments | 977 | $287.4K | 0.07% | 00.0% | Unchanged |
| RF&L Wealth Management, LLC | 977 | $287.5K | 0.22% | −6,023−86.0% | Reduced |
| Ankerstar Wealth, LLC | 978 | $287.8K | 0.30% | +480+96.4% | Added |
| FFT Wealth Management LLC | 979 | $288.0K | 0.05% | +979 | New |
| WFA of San Diego, LLC | 983 | $289.2K | 0.23% | 00.0% | Unchanged |
| Boston Common Asset Management, LLC | 984 | $289.5K | 0.02% | 00.0% | Unchanged |
| Magnolia Wealth Management, LLC | 984 | $289.5K | 0.17% | 00.0% | Unchanged |
| Nautilus Advisors LLC | 985 | $289.7K | 0.20% | +13+1.3% | Added |
| Prairie Wealth Advisors, Inc. | 0 | $289.7K | 0.13% | 0 | Unchanged |
| Opulen Financial Group LLC | 985 | $289.9K | 0.20% | +24+2.5% | Added |
| WealthCollab, LLC | 986 | $290.0K | 0.12% | 00.0% | Unchanged |
| Zevin Asset Management LLC | 987 | $290.3K | 0.04% | −64−6.1% | Reduced |