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
- 5,103
- +32 vs. Q4 2025
- Shares held
- 1.95B
- +273.9M (+16.3%) vs. Q4 2025
- Total value
- $572.1B
- +$33.1B (+6.1%) vs. Q4 2025
- New holders
- 208
- 2,134 more added
- Sold out
- 176
- 2,291 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 | 5,103 | $572.1B |
| Q4 2025 | 5,155 | $639.5B |
| Q3 2025 | 4,766 | $618.0B |
| Q2 2025 | 4,753 | $582.4B |
| Q1 2025 | 4,680 | $494.6B |
| Q4 2024 | 4,680 | $490.0B |
| Q3 2024 | 4,216 | $429.4B |
| Q2 2024 | 4,182 | $416.2B |
| Q1 2024 | 4,121 | $414.5B |
| Q4 2023 | 4,002 | $351.8B |
| Q3 2023 | 3,711 | $297.0B |
| Q2 2023 | 3,673 | $297.6B |
| Q1 2023 | 3,613 | $266.3B |
| Q4 2022 | 3,629 | $278.3B |
| Q3 2022 | 3,396 | $212.9B |
| Q2 2022 | 3,428 | $229.3B |
| Q1 2022 | 3,520 | $278.9B |
| Q4 2021 | 3,595 | $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 |
|---|---|---|---|---|---|
| HTG Investment Advisors, Inc. | 1,653 | $486.2K | 0.14% | −105−6.0% | Reduced |
| Capstone Wealth Management Group, LLC | 1,655 | $486.7K | 0.20% | −26−1.5% | Reduced |
| CapitalatWork S.A. | – | $487.0K | 0.01% | – | – |
| CWC Advisors, LLC. | 1,656 | $487.1K | 0.23% | +6+0.4% | Added |
| Momentous Wealth Management, Inc. | 1,657 | $487.4K | 0.28% | −110−6.2% | Reduced |
| Eaton-Cambridge Inc. | 1,657 | $487.4K | 0.15% | +251+17.9% | Added |
| Financial Concepts Unlimited, Inc. | 1,658 | $487.8K | 0.44% | +1,658 | New |
| Boothbay Fund Management, LLC | 1,659 | $488.0K | 0.01% | −1,424−46.2% | Reduced |
| Polymer Capital Management (HK) LTD | 1,659 | $488.0K | 0.07% | +1,659 | New |
| Kinloch Capital, LLC | 1,662 | $488.9K | 0.20% | 00.0% | Unchanged |
| Arq Wealth Advisors, LLC | 1,663 | $489.2K | 0.09% | +150+9.9% | Added |
| Everest Management Corp. | 1,669 | $491.0K | 0.25% | +95+6.0% | Added |
| Gill Capital Partners, LLC | 1,671 | $491.5K | 0.14% | −50−2.9% | Reduced |
| Encompass Wealth Advisors, LLC | 1,671 | $491.6K | 0.17% | −48−2.8% | Reduced |
| Omnitrust Wealth Management, Inc | 1,673 | $492.1K | 0.64% | −178−9.6% | Reduced |
| Riggs Asset Managment Co. Inc. | 1,674 | $492.4K | 0.10% | −177−9.6% | Reduced |
| Cache Advisors, LLC | 1,675 | $492.7K | 0.06% | +1,675 | New |
| American Institute for Advanced Investment Management, LLP | 1,675 | $492.7K | 0.32% | 00.0% | Unchanged |
| Forum Finance Group S.A. | 2,078 | $493.0K | 0.27% | +2,078 | New |
| Burns Matteson Capital Management, LLC | 1,678 | $493.5K | 0.19% | −356−17.5% | Reduced |
| C M Bidwell & Associates Ltd | 1,680 | $494.2K | 0.23% | −303−15.3% | Reduced |
| Stillwater Private Wealth, LLC | 1,684 | $495.0K | 0.42% | +1,684 | New |
| James Reed Financial Services, Inc. | 1,684 | $495.4K | 0.43% | 00.0% | Unchanged |
| PPS&V Asset Management Consultants, Inc. | 1,690 | $497.2K | 0.30% | +120+7.6% | Added |
| Garner Asset Management Corp | 1,693 | $497.9K | 0.20% | +12+0.7% | Added |
| Tribridge Partners Financial LLC | 1,691 | $498.2K | 0.21% | +500+42.0% | Added |
| Petix & Botte Co | 848 | $498.9K | 0.11% | −768−47.5% | Reduced |
| WT Wealth Management | 1,698 | $499.5K | 0.15% | −74−4.2% | Reduced |
| Ares Financial Consulting, LLC | 1,693 | $500.0K | 0.39% | +377+28.6% | Added |
| Jackson Creek Investment Advisors LLC | 1,699 | $500.0K | 0.15% | −8−0.5% | Reduced |
| New Perspectives, Inc | 1,704 | $501.1K | 0.17% | +1+0.1% | Added |
| North Ridge Wealth Advisors, Inc. | 1,710 | $503.0K | 0.28% | 00.0% | Unchanged |
| RM Financial Services, LLC | 1,711 | $503.3K | 0.43% | 00.0% | Unchanged |
| Houlihan Financial Resource Group, Ltd. | 1,715 | $504.4K | 0.20% | 00.0% | Unchanged |
| Noble Family Wealth, LLC | 1,715 | $504.5K | 0.10% | 00.0% | Unchanged |
| Defender Capital, LLC. | 1,716 | $504.8K | 0.18% | 00.0% | Unchanged |
| B.O.S.S. Retirement Advisors, LLC | 1,717 | $505.0K | 0.15% | −65−3.6% | Reduced |
| Yoder Wealth Management, Inc. | 1,718 | $505.4K | 0.23% | +89+5.5% | Added |
| Battery Global Advisors, LLC | 1,718 | $505.4K | 0.27% | +1,655+2,627.0% | Added |
| Alliance Wealth Advisors, LLC | 1,720 | $506.0K | 0.11% | −321−15.7% | Reduced |
| Adamsbrown Wealth Consultants LLC | 1,720 | $506.1K | 0.13% | +4+0.2% | Added |
| KWMG, LLC | 1,724 | $507.1K | 0.04% | −18−1.0% | Reduced |
| Nova R Wealth, Inc. | 1,725 | $507.4K | 0.16% | +36+2.1% | Added |
| Walker Financial Services, Inc. | 1,727 | $507.9K | 0.17% | +48+2.9% | Added |
| Silver Oak Advisory Group, Inc. | 1,729 | $508.0K | 0.22% | 00.0% | Unchanged |
| Columbus Macro, LLC | 1,729 | $508.6K | 0.05% | −29−1.6% | Reduced |
| ADG Wealth Management Group, LLC | 1,729 | $508.7K | 0.35% | +246+16.6% | Added |
| Somerville Kurt F | 1,731 | $509.2K | 0.13% | −582−25.2% | Reduced |
| Fortress Financial Group, LLC | 1,734 | $510.0K | 0.38% | −939−35.1% | Reduced |
| Storgate, LLC | 1,737 | $511.0K | 0.40% | +19+1.1% | Added |
| Wallace Advisory Group, LLC | 1,745 | $513.3K | 0.55% | +13+0.8% | Added |
| Sage Capital Advisors,llc | 1,748 | $514.3K | 0.12% | +6+0.3% | Added |
| Greenup Street Wealth Management LLC | 1,751 | $514.9K | 0.07% | +53+3.1% | Added |
| Golden Road Advisors LLC | 1,752 | $515.4K | 0.30% | +156+9.8% | Added |
| Jackson, Grant Investment Advisers, Inc. | 1,753 | $515.8K | 0.17% | +53+3.1% | Added |
| Cushing Capital Partners, LLC | 1,755 | $516.3K | 0.40% | −35−2.0% | Reduced |
| XTX Topco Ltd | 1,756 | $516.5K | 0.01% | −79,171−97.8% | Reduced |
| Mma Asset Management LLC | 1,760 | $517.7K | 0.18% | −43−2.4% | Reduced |
| Ledgewood Wealth Advisors, LLC | 1,760 | $517.8K | 0.29% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 1,766 | $519.5K | 0.19% | 00.0% | Unchanged |
| Townsend & Associates, Inc | 1,661 | $519.9K | 0.04% | 00.0% | Unchanged |
| Sanchez Wealth Management Group | 1,774 | $521.9K | 0.11% | +26+1.5% | Added |
| Delta Wealth Advisors LLC | 1,776 | $522.5K | 0.40% | +57+3.3% | Added |
| Tower Wealth Partners, Inc. | 1,778 | $523.0K | 0.29% | 00.0% | Unchanged |
| Innova Wealth Partners | 1,778 | $523.1K | 0.25% | −160−8.3% | Reduced |
| North Forty Two & Co. | 1,779 | $523.3K | 0.48% | −90−4.8% | Reduced |
| Sanchez Levi Garrett | 1,779 | $523.3K | 0.33% | +1,779 | New |
| Foundation Wealth Management, LLC | 1,780 | $523.5K | 0.18% | +48+2.8% | Added |
| Corient IA LLC | 1,780 | $523.6K | 0.49% | −220−11.0% | Reduced |
| Allie Family Office LLC | 1,791 | $526.8K | 0.23% | +100+5.9% | Added |
| Harbour Wealth Management Group, Inc. | 1,793 | $527.4K | 0.40% | −6,075−77.2% | Reduced |
| Muirfield Wealth Advisors LLC | 1,793 | $527.5K | 0.39% | +40+2.3% | Added |
| CGC Financial Services, LLC | 1,794 | $527.7K | 0.15% | −267−13.0% | Reduced |
| Argos Wealth Advisors, LLC | 1,797 | $528.6K | 0.15% | +31+1.8% | Added |
| Able Wealth Management LLC | 1,805 | $529.2K | 0.14% | +146+8.8% | Added |
| Echo45 Advisors LLC | 1,800 | $529.5K | 0.30% | −71−3.8% | Reduced |
| Wright Wealth LLC | 1,803 | $530.4K | 0.35% | −40−2.2% | Reduced |
| Midwest Financial Partners Investments, Inc. | 1,809 | $532.1K | 0.28% | 00.0% | Unchanged |
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. | 1,811 | $532.7K | 0.05% | −16,287−90.0% | Reduced |
| Elm3 Financial Group, LLC | 1,811 | $532.8K | 0.45% | +9+0.5% | Added |
| Morling Financial Advisors, LLC | 1,814 | $533.6K | 0.16% | −29−1.6% | Reduced |
| First Growth Capital LLC | 1,810 | $534.6K | 0.49% | 00.0% | Unchanged |
| Chase Investment Counsel Corp | 1,821 | $535.0K | 0.14% | +852+87.9% | Added |
| Integrated Capital Management, LLC | 1,820 | $535.4K | 0.23% | +172+10.4% | Added |
| Box Hill Private Wealth LLC | 1,828 | $537.9K | 0.53% | +8+0.4% | Added |
| Warburton Capital Management, LLC | 1,736 | $538.0K | 0.26% | +197+12.8% | Added |
| Southern Financial Group, LLC | 1,830 | $538.4K | 0.15% | +13+0.7% | Added |
| American Financial Advisors, LLC | 1,835 | $539.8K | 0.07% | +9+0.5% | Added |
| Thoma Capital Management LLC | 1,841 | $541.6K | 0.32% | −747−28.9% | Reduced |
| Jupiter Wealth Management LLC | 1,804 | $541.7K | 0.21% | 00.0% | Unchanged |
| Gordian Advisors LLC | 1,841 | $541.7K | 0.36% | 00.0% | Unchanged |
| CogentBlue Wealth Advisors, LLC | 1,843 | $542.1K | 0.36% | −82−4.3% | Reduced |
| Schiavi & Co LLC | 1,845 | $542.7K | 0.16% | +16+0.9% | Added |
| Noble Wealth Management PBC | 1,847 | $543.3K | 0.28% | −19−1.0% | Reduced |
| Rather & Kittrell, Inc. | 1,847 | $543.3K | 0.08% | −22−1.2% | Reduced |
| Duncan Williams Asset Management, LLC | 1,848 | $543.7K | 0.15% | −47−2.5% | Reduced |
| Fortress Financial Solutions, LLC | 1,849 | $543.8K | 0.57% | +101+5.8% | Added |
| Wilson & Boucher Capital Management, LLC | 1,852 | $544.6K | 0.36% | +1+0.1% | Added |
| Independence Wealth Advisors, LLC | 1,852 | $544.8K | 0.29% | +558+43.1% | Added |
| Gladwyn Financial Advisors, Inc. | 1,852 | $544.9K | 0.38% | 00.0% | Unchanged |