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 |
|---|---|---|---|---|---|
| Gibson Capital, LLC | 1,283 | $377.4K | 0.07% | +28+2.2% | Added |
| Heartland Advisors Inc | 1,285 | $378.0K | 0.02% | +969+306.6% | Added |
| MontVue Capital Management, Inc. | 1,286 | $378.3K | 0.26% | −200−13.5% | Reduced |
| Mustard Seed Financial, LLC | 1,287 | $378.5K | 0.23% | +24+1.9% | Added |
| Websterrogers Financial Advisors, LLC | 1,289 | $379.4K | 0.11% | +142+12.4% | Added |
| Rock Point Advisors, LLC | 1,290 | $379.5K | 0.10% | +343+36.2% | Added |
| Curran Financial Partners, LLC | 1,294 | $380.7K | 0.07% | +364+39.1% | Added |
| Acorn Financial Advisory Services Inc | 1,295 | $381.1K | 0.05% | −39−2.9% | Reduced |
| Sage Capital Management, LLC | 1,298 | $381.9K | 0.18% | +4+0.3% | Added |
| Park Circle Co | 1,300 | $382.4K | 0.36% | 00.0% | Unchanged |
| Sacks & Associates, LLC | 1,300 | $382.4K | 0.28% | 00.0% | Unchanged |
| Leslie Global Wealth, LLC | 1,301 | $382.7K | 0.20% | +15+1.2% | Added |
| Kelly Financial Group LLC | 1,306 | $383.5K | 0.10% | +9+0.7% | Added |
| Perissos Private Wealth Management, LLC | 1,305 | $383.8K | 0.33% | 00.0% | Unchanged |
| Hilltop Wealth Advisors, LLC | 1,307 | $384.6K | 0.23% | +37+2.9% | Added |
| Richardson Capital Management LLC | 1,310 | $385.4K | 0.19% | +41+3.2% | Added |
| Financial Planning Navigators CORP | 1,313 | $386.2K | 0.17% | +317+31.8% | Added |
| Enzi Wealth | 1,319 | $388.0K | 0.13% | −11−0.8% | Reduced |
| Valued Retirements, Inc. | 1,319 | $388.0K | 0.38% | 00.0% | Unchanged |
| L.K. Benson & Company, P.C. | 1,325 | $389.6K | 0.13% | 00.0% | Unchanged |
| Tumwater Wealth Management, LLC | 1,327 | $390.4K | 0.16% | 00.0% | Unchanged |
| Longview Financial Advisors LLC | 1,328 | $390.6K | 0.21% | +313+30.8% | Added |
| Valpey Financial Services, LLC | 1,330 | $391.2K | 0.25% | −27−2.0% | Reduced |
| Monograph Wealth Advisors, LLC | 1,337 | $393.4K | 0.04% | −15,000−91.8% | Reduced |
| Traub Capital Management LLC | 1,343 | $395.1K | 0.39% | −56−4.0% | Reduced |
| Vantage Point Financial LLC | 1,344 | $395.4K | 0.14% | −415−23.6% | Reduced |
| Sankala Group LLC | 1,381 | $395.5K | 0.32% | 00.0% | Unchanged |
| J2 Capital Management Inc | 1,345 | $395.6K | 0.27% | +24+1.8% | Added |
| Intentional Wealth Strategies, LLC | 1,348 | $396.5K | 0.37% | +1,348 | New |
| Pura Vida Investments, LLC | 1,350 | $397.1K | 2.67% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 1,354 | $398.3K | 0.25% | −312−18.7% | Reduced |
| PlanVest Financial, Inc | 1,355 | $398.8K | 0.30% | +1,355 | New |
| Howard Bailey Securities, LLC | 1,357 | $399.2K | 0.16% | +299+28.3% | Added |
| Argonautica Private Wealth Management, Inc | 1,360 | $400.1K | 0.12% | 00.0% | Unchanged |
| Integrity Wealth Solutions LLC | 1,360 | $400.2K | 0.16% | +19+1.4% | Added |
| Godfrey Financial Associates, Inc. | 1,364 | $401.3K | 0.34% | −3−0.2% | Reduced |
| John Boyer, Inc. | 1,365 | $401.9K | 0.40% | +297+27.8% | Added |
| Entruity Wealth, LLC | 1,370 | $403.0K | 0.27% | 00.0% | Unchanged |
| Schubert & Co | 1,370 | $403.0K | 0.33% | +8+0.6% | Added |
| Kure Advisory, LLC | 1,374 | $404.2K | 0.22% | +162+13.4% | Added |
| Avondale Wealth Management | 1,375 | $404.5K | 0.20% | 00.0% | Unchanged |
| Bellecapital International Ltd. | 1,376 | $404.8K | 0.07% | −31−2.2% | Reduced |
| Portfolio Strategies, Inc. | 1,376 | $404.8K | 0.05% | +1,376 | New |
| Penobscot Wealth Management | 1,378 | $405.3K | 0.12% | +13+1.0% | Added |
| Fonville Wealth Management LLC | 1,383 | $406.7K | 0.08% | +392+39.6% | Added |
| Nalls Sherbakoff Group, LLC | 1,383 | $406.8K | 0.30% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 1,383 | $406.8K | 0.15% | +274+24.7% | Added |
| Hoge Financial Services, LLC | 1,393 | $407.9K | 0.22% | +3+0.2% | Added |
| JDH Wealth Management, LLC | 1,387 | $408.0K | 0.28% | +246+21.6% | Added |
| WESPAC Advisors, LLC | 1,389 | $408.6K | 0.22% | −495−26.3% | Reduced |
| Triton Wealth Management, PLLC | 1,382 | $409.3K | 0.15% | 00.0% | Unchanged |
| Chelsea Counsel Co | 1,392 | $409.5K | 0.18% | 00.0% | Unchanged |
| Marotta Asset Management | 1,390 | $410.6K | 0.08% | 00.0% | Unchanged |
| Essential Planning, LLC. | 1,399 | $411.5K | 0.13% | 00.0% | Unchanged |
| Shearwater Capital LLC | 1,403 | $412.7K | 0.22% | +1,403 | New |
| RIA Advisory Group LLC | 1,404 | $412.9K | 0.10% | −24−1.7% | Reduced |
| Northern Capital Management, Inc. | 1,404 | $413.1K | 0.21% | 00.0% | Unchanged |
| Lavaca Capital LLC | 1,407 | $413.9K | 0.08% | 00.0% | Unchanged |
| Dodds Wealth, LLC | 1,407 | $413.9K | 0.10% | 00.0% | Unchanged |
| Matthew Goff Investment Advisor, LLC | 1,408 | $414.1K | 0.07% | 00.0% | Unchanged |
| Geometric Wealth Advisors | 1,408 | $414.2K | 0.05% | +83+6.3% | Added |
| MOR Wealth Management, LLC | 1,409 | $414.5K | 0.19% | +409+40.9% | Added |
| Independent Wealth Network Inc. | 1,411 | $414.9K | 0.12% | −138−8.9% | Reduced |
| Resolute Partners Group | 1,413 | $415.6K | 0.17% | +1,413 | New |
| Ade, LLC | 1,414 | $415.9K | 0.20% | 00.0% | Unchanged |
| Triune Financial Partners, LLC | 1,415 | $416.4K | 0.10% | −100−6.6% | Reduced |
| Mad River Investors | 1,417 | $416.8K | 0.15% | +17+1.2% | Added |
| Lutz Financial Services LLC | 1,417 | $416.8K | 0.03% | +43+3.1% | Added |
| Englebert Financial Advisers, LLC | 1,420 | $417.7K | 0.48% | −49−3.3% | Reduced |
| Paragon Financial Partners, Inc. | 1,344 | $418.2K | 0.24% | 00.0% | Unchanged |
| Guardian Financial Partners, LLC | 1,422 | $418.3K | 0.18% | +6+0.4% | Added |
| Value Investment Professionals, LLC | 1,422 | $418.3K | 0.92% | −26,556−94.9% | Reduced |
| Williams & Novak, LLC | 1,418 | $419.0K | 0.31% | +128+9.9% | Added |
| New England Professional Planning Group Inc. | 1,427 | $419.8K | 0.18% | 00.0% | Unchanged |
| DeLarme Wealth Management, Inc. | 1,429 | $420.5K | 0.27% | +25+1.8% | Added |
| Pring Turner Capital Group Inc | 1,305 | $420.5K | 0.25% | 00.0% | Unchanged |
| Summit Place Financial Advisors, LLC | 1,430 | $420.6K | 0.20% | +154+12.1% | Added |
| Kelman-Lazarov, Inc. | 1,431 | $421.1K | 0.06% | +187+15.0% | Added |
| Warner Group LLC | 1,432 | $421.2K | 0.28% | +288+25.2% | Added |
| Strategic Financial Concepts, LLC | 1,442 | $421.3K | 0.10% | +158+12.3% | Added |
| Front Street Capital Management, Inc. | 1,436 | $422.0K | 0.06% | −30−2.0% | Reduced |
| RFG Holdings, Inc. | 1,434 | $422.1K | 0.11% | −12−0.8% | Reduced |
| Ewing Morris & Co. Investment Partners Ltd. | 1,435 | $422.1K | 0.19% | −200−12.2% | Reduced |
| Horizon Kinetics Asset Management LLC | 1,438 | $423.0K | 0.00% | −453−24.0% | Reduced |
| OakTrust Wealth Advisors, LLC | 1,443 | $424.5K | 0.39% | 00.0% | Unchanged |
| Trailhead Planners LLC | 1,445 | $425.1K | 0.41% | −16−1.1% | Reduced |
| Synergy Financial Group, LTD | 1,446 | $425.4K | 0.32% | +508+54.2% | Added |
| Family Wealth Group, LLC | 1,449 | $426.1K | 0.27% | +637+78.4% | Added |
| Pathway Wealth Management LLC | 1,450 | $426.5K | 0.40% | 00.0% | Unchanged |
| Arcus Capital Partners, LLC | 1,453 | $427.3K | 0.15% | −2,534−63.6% | Reduced |
| Brogan Financial, Inc. | 1,454 | $427.6K | 0.19% | −14−1.0% | Reduced |
| Silverberg Bernstein Capital Management LLC | 1,454 | $427.7K | 0.24% | +100+7.4% | Added |
| Avise Financial Cooperative, Inc. | 1,455 | $428.1K | 0.35% | +184+14.5% | Added |
| Freestate Advisors LLC | 1,460 | $429.4K | 0.34% | −34−2.3% | Reduced |
| Redwood Financial Network Corp | 1,460 | $429.4K | 0.28% | +54+3.8% | Added |
| Puzo Michael J | 1,460 | $429.5K | 0.13% | +620+73.8% | Added |
| Cloud Capital Management, LLC | 1,467 | $431.0K | 0.19% | −246−14.4% | Reduced |
| Cooke Wealth Management, LLC | 1,468 | $431.8K | 0.38% | 00.0% | Unchanged |
| Pinnacle Financial Group, LLC | 1,469 | $432.0K | 0.12% | −150−9.3% | Reduced |
| TCP Asset Management, LLC | 1,469 | $432.1K | 0.06% | −1,014−40.8% | Reduced |