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 |
|---|---|---|---|---|---|
| Liberty Square Wealth Partners LLC | 1,124 | $330.8K | 0.09% | −179−13.7% | Reduced |
| Dash Acquisitions Inc. | 1,044 | $330.9K | 0.07% | +3+0.3% | Added |
| Guardian Capital, LLC | 1,125 | $331.0K | 0.32% | −584−34.2% | Reduced |
| Wrenne Financial Planning LLC | 1,126 | $331.2K | 0.13% | −33−2.8% | Reduced |
| Jim Saulnier & Associates, LLC | 1,127 | $331.6K | 0.16% | +10+0.9% | Added |
| LPWM LLC | 1,128 | $331.8K | 0.08% | +68+6.4% | Added |
| Financially in Tune, LLC | 1,130 | $332.4K | 0.29% | +176+18.4% | Added |
| LiftPoint Family Wealth Advisors LLC | 1,131 | $332.7K | 0.28% | +51+4.7% | Added |
| Mirabella Financial Services LLP | 1,137 | $334.5K | 0.03% | +1,137 | New |
| 4J Wealth Management LLC | 1,137 | $334.6K | 0.19% | +101+9.7% | Added |
| Integrated Wealth Management | 1,138 | $334.8K | 0.38% | +264+30.2% | Added |
| FOCUS Wealth Advisors, LLC | 1,149 | $338.1K | 0.17% | +2+0.2% | Added |
| Macroview Investment Management LLC | 1,150 | $338.3K | 0.24% | −12−1.0% | Reduced |
| Fund Advisors of America Inc | 1,152 | $338.8K | 0.34% | −514−30.9% | Reduced |
| ACT Advisors, LLC. | 1,153 | $339.1K | 0.14% | +7+0.6% | Added |
| Prairiewood Capital, LLC | 1,154 | $339.4K | 0.10% | 00.0% | Unchanged |
| Conrad Siegel Investment Advisors, Inc. | 1,154 | $339.6K | 0.06% | −6−0.5% | Reduced |
| Bellwether Advisors, LLC | 1,155 | $339.8K | 0.06% | 00.0% | Unchanged |
| Halter Ferguson Financial Inc. | 1,156 | $340.0K | 0.08% | −69−5.6% | Reduced |
| Frontier Asset Management, LLC | 1,156 | $340.1K | 0.07% | +25+2.2% | Added |
| OMNI 360 Wealth, Inc. | 1,156 | $340.2K | 0.18% | 00.0% | Unchanged |
| Oregon Pacific Wealth Management, LLC | 1,159 | $340.9K | 0.36% | −177−13.2% | Reduced |
| Life Planning Partners, Inc | 1,162 | $341.8K | 0.26% | −204−14.9% | Reduced |
| BLVD Private Wealth, LLC | 1,164 | $342.4K | 0.30% | 00.0% | Unchanged |
| O'Connor Financial Group LLC | 1,164 | $342.4K | 0.14% | +25+2.2% | Added |
| Tandem Investment Advisors, Inc. | 1,164 | $342.4K | 0.02% | +155+15.4% | Added |
| Auctus Advisors LLC | 1,165 | $342.7K | 0.33% | −807−40.9% | Reduced |
| Flower City Capital | 1,169 | $343.9K | 0.17% | +22+1.9% | Added |
| Clayton Financial Group LLC | 1,170 | $344.2K | 0.18% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 1,172 | $344.8K | 0.07% | −1,676−58.8% | Reduced |
| Sicart Associates LLC | 1,172 | $344.8K | 0.09% | 00.0% | Unchanged |
| Parkshore Wealth Management, Inc. | 1,172 | $344.8K | 0.12% | +5+0.4% | Added |
| APCM Wealth Management for Individuals | 1,173 | $345.1K | 0.04% | −82−6.5% | Reduced |
| Cannon Wealth Management Services, LLC | 1,175 | $345.5K | 0.23% | +25+2.2% | Added |
| Keating Investment Counselors Inc | 1,175 | $345.6K | 0.09% | −1,150−49.5% | Reduced |
| Unique Wealth, LLC | 1,176 | $345.9K | 0.05% | +218+22.8% | Added |
| Stone House Investment Management, LLC | 1,178 | $346.5K | 0.06% | −39−3.2% | Reduced |
| Good Steward Wealth Advisors,LLC | 1,180 | $347.1K | 0.22% | −118−9.1% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 1,182 | $347.7K | 0.02% | 00.0% | Unchanged |
| Quartz Partners, LLC | 1,182 | $347.7K | 0.13% | −136−10.3% | Reduced |
| Daviman Financial, LLC | 1,182 | $347.8K | 0.21% | +7+0.6% | Added |
| Satovsky Asset Management LLC | 1,185 | $348.6K | 0.06% | +6+0.5% | Added |
| Rialto Wealth Management, LLC | 1,185 | $348.7K | 0.08% | +42+3.7% | Added |
| Polymer Capital Management (US) LLC | 1,187 | $349.2K | 0.05% | −624−34.5% | Reduced |
| Flagship Private Wealth, LLC | 1,187 | $349.2K | 0.14% | −76−6.0% | Reduced |
| Live Oak Investment Partners | 1,188 | $349.5K | 0.21% | −221−15.7% | Reduced |
| Cutler Capital Management, LLC | 1,188 | $349.5K | 0.10% | 00.0% | Unchanged |
| Spectrum Planning & Advisory Services Inc. | 1,190 | $350.0K | 0.17% | +121+11.3% | Added |
| Bullseye Investment Management, LLC | 1,190 | $350.1K | 0.19% | 00.0% | Unchanged |
| Hubbell Strickland Wealth Management, LLC | 1,191 | $350.3K | 0.14% | +3+0.3% | Added |
| Davidson Kahn Capital Management, LLC | 1,192 | $350.6K | 0.19% | −234−16.4% | Reduced |
| Targeted Financial Services LLC | 1,195 | $351.5K | 0.29% | +1+0.1% | Added |
| Hanover Advisors Inc | 1,195 | $351.5K | 0.14% | +31+2.7% | Added |
| Rainey & Randall Investment Management Inc. | 1,196 | $351.9K | 0.06% | +1+0.1% | Added |
| Orgel Wealth Management, LLC | 1,197 | $352.1K | 0.01% | −76−6.0% | Reduced |
| WorthPointe, LLC | 1,198 | $352.4K | 0.10% | −269−18.3% | Reduced |
| Cascade Wealth Advisors, Inc | 1,168 | $352.9K | 0.15% | −56−4.6% | Reduced |
| Raffa Wealth Management, LLC | 1,201 | $353.4K | 0.06% | +8+0.7% | Added |
| Vestia Personal Wealth Advisors | 1,203 | $353.8K | 0.17% | −91−7.0% | Reduced |
| Pinney & Scofield, Inc. | 1,208 | $355.3K | 0.19% | 00.0% | Unchanged |
| PMG Family Office LLC | 1,208 | $355.3K | 0.40% | +21+1.8% | Added |
| J Hagan Capital, Inc. | 1,210 | $355.9K | 0.19% | −418−25.7% | Reduced |
| Rayburn West Financial Services LLC | 1,210 | $355.9K | 0.21% | 00.0% | Unchanged |
| Grantvest Financial Group LLC | 1,213 | $356.7K | 0.23% | −28−2.3% | Reduced |
| Prentiss Smith & Co Inc | 1,214 | $357.1K | 0.21% | 00.0% | Unchanged |
| Pacific Excel Wealth Advisors, Inc. | 1,216 | $357.8K | 0.38% | +387+46.7% | Added |
| Northwest Quadrant Wealth Management, LLC | 1,218 | $358.3K | 0.07% | +5+0.4% | Added |
| Precision Wealth Strategies, LLC | 1,222 | $359.5K | 0.12% | −5−0.4% | Reduced |
| JMN Financial LLC | 1,223 | $359.8K | 0.35% | +438+55.8% | Added |
| Investment Management Trust, LLC | 1,224 | $359.9K | 0.35% | +1,224 | New |
| MTM Financial Group, LLC | 1,224 | $360.1K | 0.17% | +67+5.8% | Added |
| Adapt Wealth Advisors, LLC | 1,230 | $361.8K | 0.13% | −102−7.7% | Reduced |
| Brown Financial Advisory | 1,231 | $362.1K | 0.18% | +12+1.0% | Added |
| IAG Wealth Partners, LLC | 1,233 | $362.7K | 0.04% | +93+8.2% | Added |
| Heritage Wealth Architects, Inc. | 1,162 | $363.1K | 0.15% | −41−3.4% | Reduced |
| Rebalance, LLC | 1,235 | $363.3K | 0.02% | −548−30.7% | Reduced |
| Helium Advisors LLC | 1,239 | $364.4K | 0.35% | −23−1.8% | Reduced |
| Sentinel Pension Advisors Inc | 1,240 | $364.8K | 0.05% | +64+5.4% | Added |
| Accretive Wealth Partners, LLC | 1,241 | $365.0K | 0.10% | +349+39.1% | Added |
| Sharkey, Howes & Javer | 1,249 | $367.4K | 0.05% | −536−30.0% | Reduced |
| Winter & Associates, Inc. | 1,245 | $367.8K | 0.32% | −40−3.1% | Reduced |
| Lifestyle Asset Management, Inc. | 1,251 | $368.0K | 0.12% | +247+24.6% | Added |
| Colorado Capital Management, Inc. | 1,261 | $371.0K | 0.14% | 00.0% | Unchanged |
| CDKV Holdings LLC | 1,262 | $371.2K | 0.33% | 00.0% | Unchanged |
| Reicon Wealth Advisors, LLC | 1,263 | $371.4K | 0.29% | +277+28.1% | Added |
| Ballew Advisors, Inc | 1,197 | $371.4K | 0.21% | +2+0.2% | Added |
| West Chester Capital Advisors, Inc | 1,263 | $371.5K | 0.24% | 00.0% | Unchanged |
| Oak Ridge Investments LLC | 1,263 | $371.5K | 0.02% | −116−8.4% | Reduced |
| MPS Loria Financial Planners, LLC | 1,264 | $371.8K | 0.10% | +2+0.2% | Added |
| WPWealth LLP | 1,264 | $371.9K | 0.06% | −37−2.8% | Reduced |
| Heritage Wealth Management, Inc./Texas | 1,265 | $372.1K | 0.16% | −209−14.2% | Reduced |
| Lakeside Advisors, INC. | 1,266 | $372.5K | 0.25% | 00.0% | Unchanged |
| Capstone Wealth Management, LLC | 1,267 | $372.7K | 0.26% | +2+0.2% | Added |
| Sageworth Trust Co of South Dakota | 1,269 | $373.3K | 0.30% | +1,269 | New |
| Axiom Financial Strategies, LLC | 1,270 | $373.6K | 0.13% | 00.0% | Unchanged |
| Human Investing LLC | 1,274 | $374.8K | 0.05% | +119+10.3% | Added |
| Zinnia Wealth Advisory, LLC | 1,276 | $375.4K | 0.42% | −98−7.1% | Reduced |
| AdviceOne Advisory Services, LLC | 1,277 | $375.6K | 0.23% | +20+1.6% | Added |
| BankChampaign, National Association | 1,278 | $375.9K | 0.37% | −215−14.4% | Reduced |
| Cathy Pareto & Associates, Inc | 1,284 | $376.8K | 0.25% | +6+0.5% | Added |