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 |
|---|---|---|---|---|---|
| MainStreet Investment Advisors LLC | 63,217 | $18.6M | 2.80% | −1,505−2.3% | Reduced |
| Keystone Financial Group | 60,520 | $18.6M | 1.27% | +1,570+2.7% | Added |
| Burling Wealth Partners, LLC | 63,068 | $18.6M | 3.00% | −1,585−2.5% | Reduced |
| Cornerstone Wealth Group, LLC | 59,213 | $18.5M | 1.20% | −2,830−4.6% | Reduced |
| Simmons Bank | 62,849 | $18.5M | 1.24% | +760+1.2% | Added |
| Hollencrest Capital Management | 62,766 | $18.5M | 0.69% | −4,584−6.8% | Reduced |
| Close Asset Management Ltd | 62,608 | $18.4M | 0.50% | −56−0.1% | Reduced |
| Carmel Capital Management L.L.C. | 62,099 | $18.3M | 5.23% | −128−0.2% | Reduced |
| Parallax Volatility Advisers, L.P. | 58,028 | $18.2M | 0.80% | +6,253+12.1% | Added |
| Kentucky Retirement Systems | 310,364 | $18.1M | 1.35% | +135,992+78.0% | Added |
| Roundview Capital LLC | 61,668 | $18.1M | 1.13% | −371−0.6% | Reduced |
| Copeland Capital Management, LLC | 61,645 | $18.1M | 0.40% | +348+0.6% | Added |
| Farmers Trust Co | 61,613 | $18.1M | 2.85% | −5,558−8.3% | Reduced |
| Plato Investment Management Ltd | 61,411 | $18.1M | 1.21% | +1,101+1.8% | Added |
| Fagan Associates, Inc. | 61,113 | $18.0M | 2.50% | −373−0.6% | Reduced |
| Mitchell Capital Management Co | 61,094 | $18.0M | 3.30% | +791+1.3% | Added |
| Cardinal Point Capital Management, ULC | 60,898 | $17.9M | 1.10% | +732+1.2% | Added |
| Bank of Nova Scotia Trust Co | 60,731 | $17.9M | 1.53% | −2,783−4.4% | Reduced |
| Exencial Wealth Advisors, LLC | 60,711 | $17.9M | 0.56% | +29,415+94.0% | Added |
| NorthRock Partners, LLC | 60,410 | $17.8M | 0.29% | +11,791+24.3% | Added |
| Kingswood Wealth Advisors, LLC | 60,322 | $17.7M | 0.84% | −932−1.5% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 60,313 | $17.7M | 2.55% | +737+1.2% | Added |
| Zuckerman Investment Group, LLC | 60,161 | $17.7M | 1.66% | −832−1.4% | Reduced |
| Savvy Advisors, Inc. | 60,145 | $17.7M | 0.47% | +10,989+22.4% | Added |
| Winslow Asset Management Inc | 60,130 | $17.7M | 3.44% | −2,578−4.1% | Reduced |
| Strategic Wealth Partners, Ltd. | 60,117 | $17.7M | 1.23% | −1,884−3.0% | Reduced |
| Buckley Wealth Management, LLC | 60,095 | $17.7M | 4.51% | +2,231+3.9% | Added |
| Texas Capital Bank Wealth Management Services Inc | 59,979 | $17.6M | 1.05% | −1,914−3.1% | Reduced |
| BDF-Gestion | 59,928 | $17.6M | 2.37% | 00.0% | Unchanged |
| SFE Investment Counsel | 59,557 | $17.5M | 2.81% | −1,221−2.0% | Reduced |
| Banque Transatlantique SA | 59,559 | $17.5M | 0.42% | −23,708−28.5% | Reduced |
| Lighthouse Investment Partners, LLC | 59,402 | $17.5M | 0.66% | +14,376+31.9% | Added |
| Sara-Bay Financial | 59,392 | $17.5M | 5.40% | −2,083−3.4% | Reduced |
| Kinsale Capital Group, Inc. | 59,195 | $17.4M | 2.79% | +2,438+4.3% | Added |
| Procyon Private Wealth Partners, LLC | 59,066 | $17.4M | 0.85% | −1,026−1.7% | Reduced |
| Fulton Breakefield Broenniman LLC | 58,942 | $17.3M | 1.13% | +220+0.4% | Added |
| Cardinal Capital Management | 58,789 | $17.3M | 2.23% | −385−0.7% | Reduced |
| Ar Asset Management Inc | 58,772 | $17.3M | 3.34% | −1,053−1.8% | Reduced |
| Joel Isaacson & Co., LLC | 58,614 | $17.2M | 0.57% | +592+1.0% | Added |
| Cypress Asset Management Inc | 58,304 | $17.2M | 3.98% | −917−1.5% | Reduced |
| Camden National Bank | 58,254 | $17.1M | 2.32% | −1,067−1.8% | Reduced |
| WealthBridge Investment Counsel Inc. | 58,216 | $17.1M | 5.23% | −485−0.8% | Reduced |
| Frank, Rimerman Advisors LLC | 58,213 | $17.1M | 1.12% | −148−0.3% | Reduced |
| Vantage Investment Partners, LLC | 58,074 | $17.1M | 1.18% | −109−0.2% | Reduced |
| Traynor Capital Management, Inc. | 60,011 | $17.0M | 1.01% | +654+1.1% | Added |
| LVM Capital Management Ltd | 57,873 | $17.0M | 1.61% | +1,937+3.5% | Added |
| Osprey Private Wealth LLC | 57,858 | $17.0M | 4.93% | +2,353+4.2% | Added |
| Next Level Private LLC | 57,666 | $17.0M | 3.83% | +252+0.4% | Added |
| Emerald Investment Advisers, LLC | 57,598 | $16.9M | 1.52% | +57,598 | New |
| Schnieders Capital Management, LLC. | 57,401 | $16.9M | 2.68% | −2,275−3.8% | Reduced |
| Laurel Wealth Advisors LLC | 55,750 | $16.8M | 1.66% | +32+0.1% | Added |
| Rocky Mountain Advisers, LLC | 57,220 | $16.8M | 4.82% | 00.0% | Unchanged |
| German American Bancorp, Inc. | 57,193 | $16.8M | 1.45% | −501−0.9% | Reduced |
| Mirador Capital Partners LP | 57,125 | $16.8M | 2.38% | −488−0.8% | Reduced |
| Phoenix Holdings Ltd. | 57,035 | $16.8M | 0.16% | −19,558−25.5% | Reduced |
| Smartleaf Asset Management LLC | 59,052 | $16.8M | 0.61% | +3,169+5.7% | Added |
| Equitable Trust Co | 56,504 | $16.6M | 0.77% | −1,103−1.9% | Reduced |
| Segment Wealth Management, LLC | 56,500 | $16.6M | 0.98% | +36,766+186.3% | Added |
| Impax Asset Management Group plc | 56,444 | $16.6M | 0.12% | −90,143−61.5% | Reduced |
| Banque Pictet & Cie SA | 56,429 | $16.6M | 0.19% | −1,047−1.8% | Reduced |
| Haverford Financial Services, Inc. | 56,346 | $16.6M | 4.94% | −209−0.4% | Reduced |
| Jamison Private Wealth Management, Inc. | 56,272 | $16.6M | 2.01% | +516+0.9% | Added |
| Perennial Advisors, LLC | 56,156 | $16.5M | 2.81% | −399−0.7% | Reduced |
| American National Bank | 56,156 | $16.5M | 1.58% | −51−0.1% | Reduced |
| Buck Wealth Strategies, LLC | 55,900 | $16.4M | 2.03% | +1,377+2.5% | Added |
| Harbor Investment Advisory, LLC | 55,828 | $16.4M | 1.29% | −13,416−19.4% | Reduced |
| Independent Investors Inc | 55,804 | $16.4M | 3.26% | −1,000−1.8% | Reduced |
| Fundamentun, LLC | 55,765 | $16.4M | 0.66% | +1,419+2.6% | Added |
| Perryman Financial Advisory Inc | 55,661 | $16.4M | 2.45% | −1,467−2.6% | Reduced |
| Clear Trail Advisors, LLC | 55,630 | $16.4M | 2.72% | +959+1.8% | Added |
| Capital International Ltd | 55,626 | $16.4M | 0.61% | −19,444−25.9% | Reduced |
| South Dakota Investment Council | 55,368 | $16.3M | 0.31% | −238−0.4% | Reduced |
| Baker Ellis Asset Management LLC | 55,355 | $16.3M | 1.93% | −45−0.1% | Reduced |
| Radnor Capital Management, LLC | 55,273 | $16.3M | 2.41% | +72+0.1% | Added |
| Arvest Bank Trust Division | 55,239 | $16.2M | 0.88% | −4,344−7.3% | Reduced |
| Stratos Wealth Advisors, LLC | 55,233 | $16.2M | 1.00% | +2,068+3.9% | Added |
| Nwi Management LP | 55,000 | $16.2M | 0.99% | 00.0% | Unchanged |
| Stolper Co | 54,984 | $16.2M | 5.34% | −598−1.1% | Reduced |
| Vestcor Inc | 54,738 | $16.1M | 0.44% | −5,500−9.1% | Reduced |
| Magnus Financial Group LLC | 54,581 | $16.1M | 1.31% | −2,617−4.6% | Reduced |
| Community Bank of Raymore | 54,576 | $16.1M | 10.75% | +220+0.4% | Added |
| Sigma Planning Corp | 54,533 | $16.0M | 0.45% | −2,571−4.5% | Reduced |
| Mengis Capital Management, Inc. | 54,298 | $16.0M | 2.75% | −48−0.1% | Reduced |
| Visionary Wealth Advisors | 54,250 | $16.0M | 0.71% | −926−1.7% | Reduced |
| Nations Financial Group Inc, | 54,126 | $15.9M | 0.82% | −9,553−15.0% | Reduced |
| Burney Co | 54,003 | $15.9M | 0.50% | −26,717−33.1% | Reduced |
| Hills Bank & Trust Co | 53,781 | $15.8M | 0.76% | −1,992−3.6% | Reduced |
| Colonial Trust Co | 53,687 | $15.8M | 2.15% | +57+0.1% | Added |
| Invictus Private Wealth, LLC | 53,532 | $15.7M | 0.97% | −3,006−5.3% | Reduced |
| HWG Holdings LP | 53,518 | $15.7M | 4.15% | −608−1.1% | Reduced |
| Valicenti Advisory Services Inc | 53,354 | $15.7M | 3.42% | −182−0.3% | Reduced |
| VestGen Advisors, LLC | 51,348 | $15.7M | 0.44% | +11,475+28.8% | Added |
| Clarity Financial LLC | 52,989 | $15.6M | 1.70% | −45,860−46.4% | Reduced |
| Wedmont Private Capital | 50,587 | $15.6M | 0.50% | +2,776+5.8% | Added |
| GFS Advisors, LLC | 323,845 | $15.5M | 1.09% | +299,696+1,241.0% | Added |
| Whalerock Point Partners, LLC | 52,647 | $15.5M | 2.99% | −80−0.2% | Reduced |
| EagleClaw Capital Managment, LLC | 52,643 | $15.5M | 2.17% | −113−0.2% | Reduced |
| Lynch & Associates | 52,450 | $15.4M | 2.90% | −182−0.3% | Reduced |
| Embree Financial Group | 52,414 | $15.4M | 1.82% | +3,218+6.5% | Added |
| YHB Investment Advisors, Inc. | 52,383 | $15.4M | 1.10% | +1,151+2.2% | Added |