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; 5,158 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
- +33 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
- 209
- 2,133 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 | 5,158 | $643.7B |
| Q1 2026 | 5,103 | $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 | 4,680 | $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 | 3,710 | $297.0B |
| Q2 2023 | 3,672 | $297.6B |
| Q1 2023 | 3,612 | $266.3B |
| Q4 2022 | 3,628 | $278.3B |
| Q3 2022 | 3,395 | $212.9B |
| Q2 2022 | 3,427 | $229.3B |
| Q1 2022 | 3,519 | $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 |
|---|---|---|---|---|---|
| TD Private Client Wealth LLC | 74,494 | $21.9M | 0.45% | −9,015−10.8% | Reduced |
| First Financial Bank - Trust Division | 74,424 | $21.9M | 1.76% | +517+0.7% | Added |
| Rbo & Co LLC | 74,101 | $21.8M | 3.52% | −1,350−1.8% | Reduced |
| Sagespring Wealth Partners, LLC | 74,097 | $21.8M | 0.40% | −2,428−3.2% | Reduced |
| Stockman Wealth Management, Inc. | 73,997 | $21.8M | 2.40% | +2,791+3.9% | Added |
| Pittenger & Anderson Inc | 73,911 | $21.7M | 0.87% | +3,378+4.8% | Added |
| Ledyard National Bank | 73,715 | $21.7M | 1.88% | −3,163−4.1% | Reduced |
| Cabot Wealth Management Inc | 73,486 | $21.6M | 2.49% | −678−0.9% | Reduced |
| Spire Wealth Management | 73,167 | $21.5M | 0.73% | −1,330−1.8% | Reduced |
| Securian Asset Management, Inc | 73,144 | $21.5M | 0.85% | −880−1.2% | Reduced |
| WoodTrust Financial Corp | 73,119 | $21.5M | 2.78% | −5,431−6.9% | Reduced |
| Geneos Wealth Management Inc. | 73,064 | $21.5M | 0.50% | +1,730+2.4% | Added |
| JB Capital LLC | 72,968 | $21.5M | 0.87% | −4,459−5.8% | Reduced |
| Cohen Klingenstein LLC | 72,700 | $21.4M | 0.69% | 00.0% | Unchanged |
| Davy Global Fund Management Ltd | 72,637 | $21.4M | 1.62% | +605+0.8% | Added |
| Fidelis Capital Partners, LLC | 72,554 | $21.3M | 1.52% | +2,477+3.5% | Added |
| FourThought Financial Partners, LLC | 72,515 | $21.3M | 1.84% | +238+0.3% | Added |
| Gladstone Institutional Advisory LLC | 72,496 | $21.3M | 0.79% | −7,142−9.0% | Reduced |
| IHT Wealth Management, LLC | 72,354 | $21.3M | 0.49% | +5,133+7.6% | Added |
| Turtle Creek Wealth Advisors, LLC | 72,338 | $21.3M | 1.61% | +5,641+8.5% | Added |
| Wellington Shields Capital Management, LLC | 72,247 | $21.3M | 3.19% | +265+0.4% | Added |
| Connors Investor Services Inc | 72,108 | $21.2M | 1.96% | +267+0.4% | Added |
| Cypress Capital Group | 71,907 | $21.2M | 2.38% | −1,137−1.6% | Reduced |
| CCM Investment Advisers LLC | 71,733 | $21.1M | 2.02% | −4,209−5.5% | Reduced |
| Everence Capital Management Inc | 71,665 | $21.1M | 1.29% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 71,614 | $21.1M | 1.43% | −1,475−2.0% | Reduced |
| Middleton & Co Inc | 71,606 | $21.1M | 2.40% | −977−1.3% | Reduced |
| DSG Capital Advisors, LLC | 71,359 | $21.0M | 3.36% | −320.0% | Reduced |
| Exchange Traded Concepts, LLC | 71,349 | $21.0M | 0.16% | +10,996+18.2% | Added |
| Journey Advisory Group, LLC | 71,328 | $21.0M | 1.80% | −2,212−3.0% | Reduced |
| Stenger Family Office, LLC | 71,298 | $21.0M | 3.80% | +7,889+12.4% | Added |
| Tufton Capital Management | 71,178 | $20.9M | 3.81% | −1,867−2.6% | Reduced |
| PFG Investments, LLC | 70,901 | $20.9M | 0.97% | +2,752+4.0% | Added |
| Richard C. Young & CO., LTD. | 70,776 | $20.8M | 1.72% | +419+0.6% | Added |
| Strategic Wealth Designers | 70,761 | $20.8M | 2.64% | +550+0.8% | Added |
| Courant Investment Management LLC | 70,697 | $20.8M | 20.31% | −13,000−15.5% | Reduced |
| Greenwood Gearhart Inc | 70,670 | $20.8M | 1.12% | +3,228+4.8% | Added |
| Steel Peak Wealth Management LLC | 70,586 | $20.8M | 0.65% | +20,412+40.7% | Added |
| James Investment Research Inc | 70,491 | $20.7M | 2.33% | −4,803−6.4% | Reduced |
| Douglass Winthrop Advisors, LLC | 70,475 | $20.7M | 0.38% | +112+0.2% | Added |
| One Capital Management, LLC | 70,363 | $20.7M | 0.57% | +3,524+5.3% | Added |
| Caisse des Depots Et Consignations | 70,031 | $20.6M | 0.34% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 69,827 | $20.5M | 0.40% | −191−0.3% | Reduced |
| Allied Investment Advisors, LLC | 69,517 | $20.4M | 2.93% | +106+0.2% | Added |
| Strategy Asset Managers LLC | 69,460 | $20.4M | 3.35% | −1,160−1.6% | Reduced |
| Edgar Lomax Co | 69,337 | $20.4M | 1.45% | −5,758−7.7% | Reduced |
| River Wealth Advisors LLC | 69,124 | $20.3M | 2.34% | +132+0.2% | Added |
| Community Bank, N.A. | 68,895 | $20.3M | 2.41% | −364−0.5% | Reduced |
| Woodstock Corp | 68,883 | $20.3M | 1.80% | −90.0% | Reduced |
| Applied Finance Capital Management, LLC | 68,385 | $20.1M | 1.51% | −4,986−6.8% | Reduced |
| MASTERINVEST Kapitalanlage GmbH | 68,325 | $20.1M | 2.09% | −3,586−5.0% | Reduced |
| Goelzer Investment Management, Inc. | 68,246 | $20.1M | 0.97% | +2,186+3.3% | Added |
| Galvin, Gaustad & Stein, LLC | 68,220 | $20.1M | 1.61% | −34,491−33.6% | Reduced |
| Brighton Jones LLC | 68,160 | $20.0M | 0.44% | +68,160 | New |
| Trajan Wealth LLC | 68,123 | $20.0M | 0.85% | +5,634+9.0% | Added |
| IFP Advisors, Inc | 67,890 | $20.0M | 0.41% | +9,997+17.3% | Added |
| Sowell Financial Services LLC | 67,826 | $20.0M | 0.74% | −1,054−1.5% | Reduced |
| CenterBook Partners LP | 67,610 | $19.9M | 1.07% | +67,610 | New |
| Heritage Trust Co | 67,601 | $19.9M | 1.99% | −526−0.8% | Reduced |
| Pictet North America Advisors SA | 67,510 | $19.9M | 1.97% | −2,791−4.0% | Reduced |
| Alerus Financial NA | 67,359 | $19.8M | 0.98% | −128−0.2% | Reduced |
| DuPont Capital Management Corp | 67,065 | $19.7M | 2.25% | −5,178−7.2% | Reduced |
| Barbara Oil Co. | 67,000 | $19.7M | 7.60% | 00.0% | Unchanged |
| Financiere des Professionnels - Fonds d,investissement inc. | 66,853 | $19.7M | 1.15% | +47,698+249.0% | Added |
| Caldwell Trust Co | 66,639 | $19.6M | 1.75% | +600+0.9% | Added |
| J. Safra Sarasin Holding AG | 66,849 | $19.5M | 0.33% | −50,233−42.9% | Reduced |
| Tompkins Financial Corp | 66,188 | $19.5M | 1.55% | −1,584−2.3% | Reduced |
| Capstone Financial Advisors, Inc. | 66,013 | $19.4M | 1.05% | +10,707+19.4% | Added |
| Patriot Financial Group Insurance Agency, LLC | 65,780 | $19.4M | 1.09% | +37,144+129.7% | Added |
| Sand Hill Global Advisors, LLC | 65,673 | $19.3M | 0.65% | −11,763−15.2% | Reduced |
| GLOBALT Investments LLC | 65,655 | $19.3M | 0.69% | −2,349−3.5% | Reduced |
| BKD Wealth Advisors, LLC | 65,637 | $19.3M | 0.37% | −832−1.3% | Reduced |
| Telos Capital Management, Inc. | 65,594 | $19.3M | 1.85% | +879+1.4% | Added |
| Iowa State Bank | 65,546 | $19.3M | 3.55% | +1,779+2.8% | Added |
| Means Investment Co., Inc. | 65,159 | $19.2M | 1.67% | +1,922+3.0% | Added |
| Farmers National Bank | 65,029 | $19.1M | 4.22% | +1,813+2.9% | Added |
| Granite Investment Partners, LLC | 65,016 | $19.1M | 1.18% | +518+0.8% | Added |
| Laffer Tengler Investments | 64,688 | $19.0M | 2.81% | +2,522+4.1% | Added |
| Sound View Wealth Advisors Group, LLC | 64,641 | $19.0M | 1.29% | −608−0.9% | Reduced |
| Cullinan Associates Inc | 64,633 | $19.0M | 1.54% | −4,983−7.2% | Reduced |
| Princeton Global Asset Management LLC | 64,425 | $19.0M | 3.09% | −115−0.2% | Reduced |
| Harbour Investments, Inc. | 64,417 | $18.9M | 0.29% | +21,043+48.5% | Added |
| Griffin Asset Management, Inc. | 64,219 | $18.9M | 2.13% | −1,445−2.2% | Reduced |
| 1st Source Bank | 64,103 | $18.9M | 0.97% | −506−0.8% | Reduced |
| JCIC Asset Management Inc. | 64,099 | $18.9M | 5.78% | +713+1.1% | Added |
| Leith Wheeler Investment Counsel Ltd. | 64,037 | $18.8M | 1.56% | +166+0.3% | Added |
| MidFirst Bank | 63,938 | $18.8M | 1.56% | −1,784−2.7% | Reduced |
| Essex Financial Services, Inc. | 63,938 | $18.8M | 1.06% | −561−0.9% | Reduced |
| Spinnaker Trust | 63,883 | $18.8M | 1.04% | −759−1.2% | Reduced |
| Pettyjohn, Wood & White, Inc | 63,828 | $18.8M | 2.99% | −155−0.2% | Reduced |
| Eagle Rock Investment Company, LLC | 63,803 | $18.8M | 2.73% | +2,079+3.4% | Added |
| Intellus Advisors LLC | 63,734 | $18.7M | 2.56% | −404−0.6% | Reduced |
| Western Wealth Management, LLC | 63,689 | $18.7M | 0.72% | +20,961+49.1% | Added |
| Wealthspire Advisors, LLC | 63,509 | $18.7M | 0.15% | −32,408−33.8% | Reduced |
| Gemsstock Limited | 63,400 | $18.6M | 1.97% | +9,000+16.5% | Added |
| New Age Alpha Advisors, LLC | 63,388 | $18.6M | 0.87% | −46−0.1% | Reduced |
| Van Hulzen Asset Management, LLC | 63,373 | $18.6M | 1.39% | +6,788+12.0% | Added |
| Artemis Investment Management LLP | 63,289 | $18.6M | 0.20% | −131,268−67.5% | Reduced |
| Covea Finance | 63,265 | $18.6M | 0.65% | −13,235−17.3% | Reduced |
| Mission Wealth Management, LP | 63,249 | $18.6M | 0.39% | −4,111−6.1% | Reduced |