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 |
|---|---|---|---|---|---|
| Tarbox Family Office, Inc. | 1,471 | $432.7K | 0.07% | −1,024−41.0% | Reduced |
| Paul R. Ried Financial Group, LLC | 1,472 | $433.0K | 0.20% | +247+20.2% | Added |
| Hobbs Group Advisors, LLC | 1,474 | $433.6K | 0.13% | −112−7.1% | Reduced |
| Blue Zone Wealth Advisors, LLC | 1,475 | $433.9K | 0.09% | +14+1.0% | Added |
| Continuum Wealth Advisors, LLC | 1,482 | $435.9K | 0.18% | −196−11.7% | Reduced |
| Journey Retirement Planning & Investment Management LLC | 1,481 | $436.0K | 0.38% | −3,519−70.4% | Reduced |
| Demars Financial Group, LLC | 1,486 | $437.1K | 0.14% | 00.0% | Unchanged |
| AdvisorShares Investments LLC | 1,490 | $438.3K | 0.08% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 1,492 | $438.9K | 0.11% | 00.0% | Unchanged |
| Crane Advisory, LLC | 1,416 | $438.9K | 0.07% | +40+2.9% | Added |
| Saxony Capital Management, LLC | 1,494 | $439.5K | 0.26% | +92+6.6% | Added |
| Harbour Investment Management LLC | 1,495 | $439.8K | 0.24% | +150+11.2% | Added |
| Cottonwood Capital Advisors, LLC | 1,496 | $440.0K | 0.31% | +4+0.3% | Added |
| Mars Jewett Financial Group, Inc. | 1,497 | $440.5K | 0.14% | −24−1.6% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 1,498 | $440.7K | 0.18% | −13−0.9% | Reduced |
| Nottingham Advisors, Inc. | 1,499 | $440.9K | 0.06% | 00.0% | Unchanged |
| Mezzasalma Advisors, LLC | 1,500 | $441.2K | 0.11% | −25−1.6% | Reduced |
| Highlander Partners, L.P. | 1,500 | $441.2K | 0.17% | 00.0% | Unchanged |
| Stembrook Asset Management, LLC | 1,500 | $441.2K | 0.43% | 00.0% | Unchanged |
| Gruss & Co., LLC | 1,500 | $441.2K | 1.03% | +500+50.0% | Added |
| Madrona Financial Services, LLC | 1,502 | $441.9K | 0.10% | +52+3.6% | Added |
| Clientfirst Wealth Management, LLC | 1,504 | $442.4K | 0.37% | 00.0% | Unchanged |
| Pathway Financial Advisors LLC | 1,504 | $443.1K | 0.05% | −1,706−53.1% | Reduced |
| RS Crum Inc. | 1,507 | $443.3K | 0.09% | 00.0% | Unchanged |
| Prota Financial, LLC | 1,508 | $443.6K | 0.32% | −195−11.5% | Reduced |
| Joseph P. Lucia & Associates, LLC | 1,509 | $443.7K | 0.16% | +45+3.1% | Added |
| Kraematon Investment Advisors, Inc | 1,509 | $444.0K | 0.36% | +2+0.1% | Added |
| Barnes Dennig Private Wealth Management LLC | 1,514 | $445.4K | 0.44% | +20+1.3% | Added |
| Kagan Cocozza Asset Management | 1,515 | $445.7K | 0.31% | −17−1.1% | Reduced |
| SFG Wealth Management, LLC. | 1,521 | $447.4K | 0.18% | −819−35.0% | Reduced |
| Instrumental Wealth, LLC | 1,525 | $448.5K | 0.28% | −93−5.7% | Reduced |
| Freedom Day Solutions, LLC | 1,527 | $449.0K | 0.12% | −54−3.4% | Reduced |
| Lighthouse Financial LLC | 1,529 | $449.8K | 0.27% | +27+1.8% | Added |
| Wealth Management Nebraska | 1,532 | $450.7K | 0.05% | −1−0.1% | Reduced |
| Axim Planning & Wealth | 1,544 | $454.2K | 0.55% | −78−4.8% | Reduced |
| Edmp, Inc. | 1,545 | $454.6K | 0.37% | +126+8.9% | Added |
| Plotkin Financial Advisors, LLC | 1,549 | $455.7K | 0.23% | 00.0% | Unchanged |
| Bourne Lent Asset Management Inc | 1,550 | $455.9K | 0.17% | 00.0% | Unchanged |
| Prospect Financial Services LLC | 1,551 | $456.1K | 0.28% | +27+1.8% | Added |
| Parsonex Advisory Services, Inc. | 1,553 | $456.8K | 0.45% | −2,226−58.9% | Reduced |
| Seelaus Asset Management LLC | 1,554 | $457.1K | 0.33% | 00.0% | Unchanged |
| ERn Financial, LLC | 1,556 | $457.7K | 0.09% | +7+0.5% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 1,558 | $458.2K | 0.70% | −180−10.4% | Reduced |
| G2 Capital Management, LLC | 1,558 | $458.2K | 0.11% | +148+10.5% | Added |
| Baskin Financial Services Inc. | 1,562 | $459.0K | 0.04% | 00.0% | Unchanged |
| Asset Allocation Strategies LLC | 1,561 | $459.2K | 0.08% | +192+14.0% | Added |
| Kendall Capital Management | 1,562 | $459.5K | 0.09% | −51−3.2% | Reduced |
| Sbe LLC Dba Cedar Cove Wealth Partners | 1,564 | $460.1K | 0.24% | +1,564 | New |
| RMG Wealth Management LLC | 1,535 | $460.5K | 0.05% | +53+3.6% | Added |
| LeClair Wealth Partners LLC | 1,566 | $460.6K | 0.16% | −4,821−75.5% | Reduced |
| Blue Water Asset Management | 1,566 | $460.6K | 0.16% | +397+34.0% | Added |
| Frederick Financial Consultants, LLC | 1,567 | $460.9K | 0.23% | −1−0.1% | Reduced |
| Chickasaw Capital Management LLC | 1,566 | $461.0K | 0.02% | 00.0% | Unchanged |
| Hutchens & Kramer Investment Management Group, LLC | 1,569 | $461.6K | 0.15% | −63−3.9% | Reduced |
| Morey & Quinn Wealth Partners, LLC | 1,571 | $462.1K | 0.33% | +82+5.5% | Added |
| ShoreHaven Wealth Partners, LLC | 1,572 | $462.4K | 0.17% | +5+0.3% | Added |
| Strata Wealth Advisors, LLC | 1,572 | $462.4K | 0.13% | −38−2.4% | Reduced |
| Clear Street Markets LLC | 1,573 | $462.7K | 0.22% | −2,185−58.1% | Reduced |
| RAM Investment Partners, LLC | 1,579 | $464.5K | 0.08% | +55+3.6% | Added |
| Capital Counsel LLC | 1,579 | $464.5K | 0.02% | +98+6.6% | Added |
| Waystone Advisors LLC | 1,580 | $464.8K | 0.42% | +29+1.9% | Added |
| Lipe & Dalton | 1,585 | $466.0K | 0.24% | 00.0% | Unchanged |
| Belleair Asset Management, LLC | 1,585 | $466.2K | 0.43% | 00.0% | Unchanged |
| Boyd Wealth Management, LLC | 1,585 | $466.4K | 0.20% | +87+5.8% | Added |
| Asset Allocation & Management Company, LLC | 1,588 | $467.0K | 0.17% | +893+128.5% | Added |
| Clarendon Private LLC | 1,589 | $467.4K | 0.36% | +784+97.4% | Added |
| BlueStem Wealth Partners, LLC | 1,590 | $467.9K | 0.05% | +65+4.3% | Added |
| Smith & Howard Wealth Management, LLC | 1,593 | $468.6K | 0.10% | −35−2.1% | Reduced |
| Quaker Wealth Management, LLC | 1,599 | $470.2K | 0.15% | +508+46.6% | Added |
| Blackston Financial Advisory Group, LLC | 1,599 | $470.2K | 0.29% | −69−4.1% | Reduced |
| Luken Investment Analytics, LLC | 1,599 | $470.4K | 0.18% | 00.0% | Unchanged |
| Heritage Wealth Management, Inc. | 1,600 | $470.7K | 0.26% | −104−6.1% | Reduced |
| Trevian Wealth Management LLC | 1,601 | $470.9K | 0.23% | +5+0.3% | Added |
| Godsey & Gibb Associates | 1,602 | $471.2K | 0.04% | −770−32.5% | Reduced |
| Fearless Solutions, LLC dba Best Invest | 1,605 | $472.1K | 0.28% | −50−3.0% | Reduced |
| Sage Financial Management Group, Inc. | 1,607 | $472.7K | 0.15% | 00.0% | Unchanged |
| Granite FO LLC | 1,608 | $473.0K | 0.28% | 00.0% | Unchanged |
| Cannon Financial Strategists, Inc. | 1,611 | $473.9K | 0.06% | +52+3.3% | Added |
| Valtinson Bruner Financial Planning LLC | 1,614 | $474.8K | 0.13% | +153+10.5% | Added |
| LFA - Lugano Financial Advisors SA | 1,624 | $475.3K | 0.24% | 00.0% | Unchanged |
| Cauble & Harre Wealth Management, Inc. | 1,562 | $476.2K | 0.38% | −96−5.8% | Reduced |
| Sequent Asset Management, LLC | 1,620 | $476.7K | 0.23% | −799−33.0% | Reduced |
| Solano Wealth Investment Advisors LLC | 1,626 | $478.2K | 0.24% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 1,627 | $478.6K | 0.12% | −3−0.2% | Reduced |
| 25 LLC | 1,631 | $479.7K | 0.15% | +104+6.8% | Added |
| Strategic Investment Solutions, Inc. | 1,633 | $480.3K | 0.12% | −20−1.2% | Reduced |
| Wiser Wealth Management, Inc | 1,635 | $481.0K | 0.10% | −108−6.2% | Reduced |
| Urban Wealth Management, LLC | 1,636 | $481.3K | 0.49% | −148−8.3% | Reduced |
| RPS Advisory Solutions LLC | 1,637 | $481.5K | 0.27% | −152−8.5% | Reduced |
| Towerpoint Wealth, LLC | 1,638 | $481.8K | 0.19% | +195+13.5% | Added |
| Twin Focus Capital Partners, LLC | 1,638 | $481.8K | 0.06% | −1,709−51.1% | Reduced |
| Emissary Wealth LLC | 1,640 | $482.4K | 0.45% | −62−3.6% | Reduced |
| Power Wealth Management LLC | 1,643 | $483.3K | 0.18% | −77−4.5% | Reduced |
| Endowment Wealth Management, Inc. | 1,645 | $483.9K | 0.21% | +15+0.9% | Added |
| Prepared Retirement Institute LLC | 1,646 | $484.3K | 0.24% | −300−15.4% | Reduced |
| Genesee Capital Advisors, LLC | 1,647 | $484.4K | 0.20% | −20−1.2% | Reduced |
| IronBridge Private Wealth, LLC | 1,649 | $485.0K | 0.16% | −25−1.5% | Reduced |
| Financial Advisors Network, Inc. | 1,650 | $485.4K | 0.07% | −131−7.4% | Reduced |
| Presper Financial Architects, LLC | 1,651 | $485.7K | 0.29% | −149−8.3% | Reduced |
| Custos Family Office, LLC | 1,652 | $486.0K | 0.34% | −121−6.8% | Reduced |