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 |
|---|---|---|---|---|---|
| Marshall & Sterling Wealth Advisors Inc. | 988 | $290.5K | 0.19% | +5+0.5% | Added |
| Koss-Olinger Consulting, LLC | 988 | $290.8K | 0.02% | −926−48.4% | Reduced |
| Renaissance Investment Group LLC | 991 | $291.5K | 0.06% | +285+40.4% | Added |
| First Wilshire Securities Management Inc | 993 | $292.1K | 0.07% | 00.0% | Unchanged |
| Dale Q Rice Investment Management Ltd | 993 | $292.1K | 0.22% | 00.0% | Unchanged |
| Advisory Advocates, LLC | 993 | $292.1K | 0.30% | +338+51.6% | Added |
| SWP Financial LLC | 995 | $292.8K | 0.15% | −35−3.4% | Reduced |
| McGrath & Associates, Inc. | 996 | $293.0K | 0.43% | 00.0% | Unchanged |
| HRC Wealth Management, LLC | 996 | $293.1K | 0.14% | −16−1.6% | Reduced |
| Afg Fiduciary Services Limited Partnership | 992 | $293.1K | 0.17% | −53−5.1% | Reduced |
| Vermillion Wealth Management, Inc. | 997 | $293.3K | 0.12% | +189+23.4% | Added |
| USAdvisors Wealth Management, LLC | 1,039 | $294.0K | 0.10% | −54−4.9% | Reduced |
| Coston, McIsaac & Partners | 1,000 | $294.0K | 0.07% | 00.0% | Unchanged |
| Cumberland Advisors Inc | 1,000 | $294.2K | 0.12% | 00.0% | Unchanged |
| Daner Wealth Management, LLC | 966 | $294.5K | 0.17% | −215−18.2% | Reduced |
| Northstar Asset Management Inc | 1,002 | $294.7K | 0.09% | −14−1.4% | Reduced |
| Oxbow Advisors, LLC | 1,002 | $294.8K | 0.03% | −415−29.3% | Reduced |
| Purewater Capital LLC | 1,003 | $295.0K | 0.28% | +1,003 | New |
| PFS Partners, LLC | 1,006 | $295.8K | 0.14% | −39−3.7% | Reduced |
| Private Capital Advisors, Inc. | 1,007 | $296.2K | 0.03% | −450−30.9% | Reduced |
| Glass Jacobson Investment Advisors llc | 1,007 | $296.2K | 0.10% | +27+2.8% | Added |
| Aspiring Ventures, LLC | 1,007 | $296.3K | 0.10% | +204+25.4% | Added |
| Center for Wealth Management Advisory | 1,010 | $297.0K | 0.21% | +1+0.1% | Added |
| Midwest Financial Group LLC | 1,010 | $297.2K | 0.13% | +88+9.5% | Added |
| Financial Guidance Group, Inc. | 1,011 | $297.4K | 0.12% | 00.0% | Unchanged |
| Auxier Asset Management | 1,013 | $298.0K | 0.04% | +48+5.0% | Added |
| Strive Financial Group ,LLC | 1,012 | $298.0K | 0.16% | +1+0.1% | Added |
| Innovative Wealth Building LLC | 1,013 | $298.0K | 0.21% | +39+4.0% | Added |
| Veridan Wealth LLC | 1,016 | $298.7K | 0.11% | +91+9.8% | Added |
| Balanced Wealth Group LLC | 1,016 | $298.8K | 0.11% | +64+6.7% | Added |
| New Harbor Financial Group, LLC | 1,017 | $299.2K | 0.05% | −169−14.2% | Reduced |
| Counterpoint Mutual Funds LLC | 1,018 | $299.5K | 0.04% | +1,018 | New |
| Mountain Capital Investment Advisors, Inc | 965 | $300.9K | 0.04% | −4−0.4% | Reduced |
| Skyline Advisors, Inc. | 1,029 | $302.8K | 0.11% | 00.0% | Unchanged |
| Clarkston Capital Partners, LLC | 1,034 | $304.1K | 0.02% | −1,111−51.8% | Reduced |
| Arrowroot Family Office, LLC | 1,037 | $305.0K | 0.10% | +163+18.6% | Added |
| HFG Advisors, Inc. | 1,037 | $305.0K | 0.21% | +3+0.3% | Added |
| Paragon Capital Management LLC | 1,037 | $305.0K | 0.15% | −49−4.5% | Reduced |
| Caitlin John, LLC | 1,039 | $305.8K | 0.18% | +1,000+2,564.1% | Added |
| AtlasMark Financial, Inc | 950 | $306.1K | 0.20% | 00.0% | Unchanged |
| McGowan Group Asset Management, Inc. | 1,043 | $306.7K | 0.04% | +1+0.1% | Added |
| Prism Planning Partners LLC | 1,044 | $307.2K | 0.36% | −615−37.1% | Reduced |
| Baker Boyer National Bank | 1,045 | $307.4K | 0.09% | 00.0% | Unchanged |
| Johnson Wealth Management, LLC | 1,046 | $307.7K | 0.15% | −20−1.9% | Reduced |
| Comprehensive Financial Management LLC | 1,053 | $309.8K | 0.01% | 00.0% | Unchanged |
| Eastover Investment Advisors LLC | 1,056 | $310.6K | 0.13% | +34+3.3% | Added |
| North Berkeley Wealth Management, LLC | 1,056 | $310.6K | 0.16% | +305+40.6% | Added |
| TrueWealth Financial Partners | 1,060 | $311.8K | 0.12% | +1,060 | New |
| URS Advisory LLC | 1,060 | $311.8K | 0.23% | +60+6.0% | Added |
| Lesa Sroufe & Co | 1,061 | $312.0K | 0.21% | 00.0% | Unchanged |
| Jackson Wealth Management, LLC | 1,059 | $312.0K | 0.03% | +6+0.6% | Added |
| TPG Financial Advisors, LLC | 1,062 | $312.4K | 0.10% | −142−11.8% | Reduced |
| Retirement Solution Inc. | 1,062 | $312.5K | 0.07% | +1,062 | New |
| Templeton & Phillips Capital Management, LLC | 1,065 | $313.3K | 0.26% | 00.0% | Unchanged |
| Epiq Partners, LLC | 1,068 | $314.2K | 0.15% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 1,069 | $314.5K | 0.10% | +97+10.0% | Added |
| Northern Lights Advisors, Inc. | 1,071 | $314.9K | 0.21% | +72+7.2% | Added |
| Verus Wealth Management, LLC | 1,072 | $315.3K | 0.29% | −1−0.1% | Reduced |
| Lockerman Financial Group, Inc. | 1,075 | $316.2K | 0.57% | +27+2.6% | Added |
| Prossimo Advisors, LLC | 1,077 | $316.8K | 1.93% | +11+1.0% | Added |
| Sound Financial Strategies Group, LLC | 1,079 | $317.4K | 0.22% | +1,079 | New |
| Aurdan Capital Management, LLC | 1,081 | $318.0K | 0.10% | +36+3.4% | Added |
| Ellis Investment Partners, LLC | 1,081 | $318.1K | 0.06% | +455+72.7% | Added |
| Members Wealth LLC | 1,020 | $319.3K | 0.19% | +25+2.5% | Added |
| Claris Advisors, LLC | 1,087 | $319.6K | 0.10% | −31−2.8% | Reduced |
| Capital Asset Managemnet, LLC | 1,087 | $319.8K | 0.36% | −76−6.5% | Reduced |
| truNorth Financial Services, Inc. | 1,089 | $320.3K | 0.33% | −30−2.7% | Reduced |
| IMPACTfolio, LLC | 1,089 | $320.4K | 0.14% | 00.0% | Unchanged |
| Newton One Investments LLC | 1,091 | $321.0K | 0.09% | +5+0.5% | Added |
| Wick Capital Partners, LLC | 1,092 | $321.1K | 0.06% | +210+23.8% | Added |
| Roan Capital Partners | 1,093 | $321.5K | 0.30% | +1,093 | New |
| Ellsworth Advisors, LLC | 1,095 | $322.0K | 0.06% | −9,346−89.5% | Reduced |
| Conservest Capital Advisors, Inc. | 1,097 | $322.7K | 0.03% | +72+7.0% | Added |
| Astra Wealth Partners LLC | 1,098 | $323.0K | 0.20% | +27+2.5% | Added |
| McCollum Christoferson Group LLC | 1,098 | $323.0K | 0.10% | +98+9.8% | Added |
| McClarren Financial Advisors, Inc. | 1,098 | $323.1K | 0.19% | −937−46.0% | Reduced |
| Panoramic Investment Advisors, LLC | 1,103 | $324.3K | 0.18% | +90+8.9% | Added |
| Reality Financial Planning Services, LLC | 1,103 | $324.5K | 0.31% | 00.0% | Unchanged |
| Advisory Resource Group | 1,103 | $324.5K | 0.06% | +65+6.3% | Added |
| Northland Securities, Inc. | 1,104 | $324.8K | 0.31% | −110−9.1% | Reduced |
| Warner Financial, Inc | 1,106 | $325.0K | 0.11% | 00.0% | Unchanged |
| RHL Group, LLC | 1,105 | $325.1K | 0.28% | −1,157−51.1% | Reduced |
| Pettinga Financial Advisors, LLC | 1,106 | $325.3K | 0.06% | +115+11.6% | Added |
| HighRoad Wealth Advisors, LLC | 1,106 | $325.4K | 0.32% | 00.0% | Unchanged |
| Balanced Rock Investment Advisor | 1,108 | $325.8K | 0.23% | −113−9.3% | Reduced |
| Eagle Capital Management LLC | 1,109 | $326.2K | 0.00% | 00.0% | Unchanged |
| Chiron Capital Management, LLC | 1,109 | $326.2K | 0.33% | +1,109 | New |
| Laidlaw Wealth Management LLC | 1,110 | $326.5K | 1.13% | +150+15.6% | Added |
| MLG Wealth Management DBA Pine Grove Financial Group | 1,111 | $326.8K | 0.04% | +113+11.3% | Added |
| Rochester Wealth Strategies, LLC | 1,112 | $327.1K | 0.20% | +65+6.2% | Added |
| Stonehearth Capital Management, LLC | 1,114 | $327.7K | 0.13% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 1,114 | $327.8K | 0.21% | −44−3.8% | Reduced |
| GK Wealth Management LLC | 1,157 | $328.2K | 0.29% | −296−20.4% | Reduced |
| DWR Wealth Management, LLC | 1,157 | $328.2K | 0.29% | +11+1.0% | Added |
| Lountzis Asset Management, LLC | 1,116 | $328.3K | 0.12% | 00.0% | Unchanged |
| William John Sempolinski | 1,116 | $328.3K | 0.16% | 00.0% | Unchanged |
| CTC Alternative Strategies, Ltd. | 1,120 | $329.5K | 0.75% | +1,120 | New |
| Landing Point Financial Group, LLC | 1,121 | $329.7K | 0.16% | +5+0.4% | Added |
| Imprint Wealth LLC | 1,122 | $330.0K | 1.51% | −35−3.0% | Reduced |
| Family Investment Center, Inc. | 1,124 | $330.6K | 0.06% | −696−38.2% | Reduced |