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 |
|---|---|---|---|---|---|
| Giverny Capital Inc.SuperinvestorGiverny Capital | 52,298 | $15.4M | 0.56% | +460+0.9% | Added |
| Annex Advisory Services, LLC | 52,287 | $15.4M | 0.29% | +4,106+8.5% | Added |
| BlueCrest Capital Management Ltd | 52,192 | $15.4M | 1.44% | −26,936−34.0% | Reduced |
| Meridian Wealth Advisors, LLC | 52,079 | $15.3M | 2.03% | −3,063−5.6% | Reduced |
| Smithbridge Asset Management Inc | 52,066 | $15.3M | 2.27% | −36,242−41.0% | Reduced |
| Miramar Capital, LLC | 52,064 | $15.3M | 3.41% | +650+1.3% | Added |
| one8zero8, LLC | 51,829 | $15.2M | 3.40% | −34−0.1% | Reduced |
| Catalytic Wealth RIA, LLC | 51,740 | $15.2M | 0.63% | +1,633+3.3% | Added |
| BTG Pactual Asset Management US LLC | 51,616 | $15.2M | 1.48% | −4,067−7.3% | Reduced |
| Dividend Assets Capital, LLC | 51,569 | $15.2M | 3.03% | −2,918−5.4% | Reduced |
| Integrated Advisors Network LLC | 51,445 | $15.1M | 0.79% | −4,486−8.0% | Reduced |
| Clough Capital Partners L P | 51,360 | $15.1M | 1.46% | −650−1.2% | Reduced |
| Teamwork Financial Advisors, LLC | 51,279 | $15.1M | 1.68% | −3,988−7.2% | Reduced |
| Royal Fund Management, LLC | 51,146 | $15.1M | 1.44% | +434+0.9% | Added |
| Intesa Sanpaolo Wealth Management | 51,184 | $15.1M | 3.67% | −1,458−2.8% | Reduced |
| Ascent Wealth Partners, LLC | 50,889 | $15.0M | 1.74% | +1,396+2.8% | Added |
| Live Oak Private Wealth LLC | 50,841 | $15.0M | 2.08% | −448−0.9% | Reduced |
| Marietta Wealth Management, LLC | 50,757 | $14.9M | 1.77% | +1,618+3.3% | Added |
| SRS Capital Advisors, Inc. | 50,664 | $14.9M | 0.42% | −2,707−5.1% | Reduced |
| Castleark Management LLC | 50,525 | $14.9M | 0.49% | +5,890+13.2% | Added |
| Avantax Planning Partners, Inc. | 50,447 | $14.8M | 0.41% | −736−1.4% | Reduced |
| Capstone Investment Advisors, LLC | 50,444 | $14.8M | 0.12% | +49,669+6,408.9% | Added |
| EverSource Wealth Advisors, LLC | 50,412 | $14.8M | 0.45% | +14,771+41.4% | Added |
| Thompson Siegel & Walmsley LLC | 50,297 | $14.8M | 0.26% | −20,143−28.6% | Reduced |
| Foster & Motley Inc | 50,264 | $14.8M | 0.76% | −1,679−3.2% | Reduced |
| McMillan Office, Inc. | 50,231 | $14.8M | 1.89% | +78+0.2% | Added |
| Venator Management LLC | 50,215 | $14.8M | 3.55% | −5,250−9.5% | Reduced |
| Harrell Investment Partners, LLC | 50,146 | $14.8M | 3.52% | −836−1.6% | Reduced |
| RKL Wealth Management LLC | 49,904 | $14.7M | 1.32% | +24,815+98.9% | Added |
| Peterson Wealth Services | 49,897 | $14.7M | 3.63% | +51+0.1% | Added |
| NewSquare Capital LLC | 49,768 | $14.6M | 1.28% | +599+1.2% | Added |
| Jaffetilchin Investment Partners, LLC | 49,723 | $14.6M | 0.87% | +3,373+7.3% | Added |
| Flagship Harbor Advisors, LLC | 49,619 | $14.6M | 0.64% | +1,005+2.1% | Added |
| Capital Analysts, LLC | 49,604 | $14.6M | 0.38% | −467−0.9% | Reduced |
| Community Bank & Trust, Waco, Texas | 49,554 | $14.6M | 2.94% | +97+0.2% | Added |
| Duncker Streett & Co Inc | 49,420 | $14.5M | 2.76% | −274−0.6% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 49,413 | $14.5M | 0.71% | −808−1.6% | Reduced |
| Sigma Investment Counselors Inc | 49,384 | $14.5M | 0.77% | −2,717−5.2% | Reduced |
| Centaurus Financial, Inc. | 49,375 | $14.5M | 0.69% | +943+1.9% | Added |
| PDS Planning, Inc | 49,211 | $14.5M | 0.95% | −160−0.3% | Reduced |
| Walter Public Investments Inc. | 49,156 | $14.5M | 3.46% | −3,540−6.7% | Reduced |
| Confluence Wealth Services, Inc. | 48,970 | $14.4M | 0.56% | +2,754+6.0% | Added |
| Spartan Wealth Advisory Services LLC | 48,805 | $14.4M | 1.25% | +48,805 | New |
| Intesa Sanpaolo S.p.A. | 48,716 | $14.3M | 0.90% | +6,910+16.5% | Added |
| Stokes Family Office, LLC | 48,478 | $14.3M | 1.47% | −5,747−10.6% | Reduced |
| Naples Global Advisors, LLC | 48,477 | $14.3M | 1.04% | −19,761−29.0% | Reduced |
| Pure Financial Advisors, Inc. | 48,338 | $14.2M | 0.20% | +134+0.3% | Added |
| Baldwin Investment Management, LLC | 48,174 | $14.2M | 1.66% | +60+0.1% | Added |
| Brave Asset Management Inc | 48,165 | $14.2M | 3.37% | +361+0.8% | Added |
| Pettee Investors, Inc. | 45,108 | $14.1M | 7.28% | +1,728+4.0% | Added |
| Fulton Bank, N.A. | 48,031 | $14.1M | 0.50% | +1,486+3.2% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 45,554 | $14.1M | 0.14% | −26,870−37.1% | Reduced |
| Allen Capital Group, LLC | 47,834 | $14.1M | 1.27% | +1,767+3.8% | Added |
| First National Advisers, LLC | 47,664 | $14.0M | 2.05% | −5,722−10.7% | Reduced |
| Golden State Equity Partners | 47,620 | $14.0M | 1.06% | +15,719+49.3% | Added |
| Adalta Capital Management LLC | 47,610 | $14.0M | 6.70% | −70−0.1% | Reduced |
| Wellington Shields & Co., LLC | 47,581 | $14.0M | 3.57% | +50+0.1% | Added |
| Rench Wealth Management, Inc. | 47,559 | $14.0M | 4.21% | −859−1.8% | Reduced |
| Syon Capital LLC | 47,519 | $14.0M | 0.70% | +1,010+2.2% | Added |
| Cambient Family Office, LLC | 47,074 | $13.8M | 1.93% | +1,541+3.4% | Added |
| Nomura Holdings Inc | 47,024 | $13.8M | 0.12% | +20,493+77.2% | Added |
| Boyar Asset Management Inc. | 46,944 | $13.8M | 7.86% | +284+0.6% | Added |
| LVW Advisors, LLC | 46,852 | $13.8M | 1.34% | +3,002+6.8% | Added |
| Signal Advisors Wealth, LLC | 46,696 | $13.7M | 0.94% | +5,641+13.7% | Added |
| Boston Family Office LLC | 46,693 | $13.7M | 0.91% | +1,735+3.9% | Added |
| Twin Capital Management Inc | 46,629 | $13.7M | 1.77% | −990−2.1% | Reduced |
| Larson Financial Group LLC | 46,619 | $13.7M | 0.44% | +4,568+10.9% | Added |
| Harbour Capital Advisors, LLC | 43,802 | $13.7M | 2.61% | +1,515+3.6% | Added |
| National Asset Management, Inc. | 48,305 | $13.7M | 0.89% | −14,467−23.0% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 46,625 | $13.7M | 0.40% | +4,343+10.3% | Added |
| Canal Capital Management, LLC | 46,502 | $13.7M | 1.85% | +1,111+2.4% | Added |
| Cincinnati Casualty Co | 46,500 | $13.7M | 7.14% | 00.0% | Unchanged |
| Cincinnati Specialty Underwriters Insurance CO | 46,500 | $13.7M | 3.32% | 00.0% | Unchanged |
| Beverly Hills Private Wealth, LLC | 46,433 | $13.7M | 2.28% | −238−0.5% | Reduced |
| Pine Valley Investments Ltd Liability Co | 46,422 | $13.7M | 0.66% | −225−0.5% | Reduced |
| RPG Investment Advisory, LLC | 46,381 | $13.6M | 1.65% | +967+2.1% | Added |
| Pioneer Trust Bank N A | 46,369 | $13.6M | 3.31% | +524+1.1% | Added |
| Shepherd Financial Partners LLC | 46,314 | $13.6M | 1.29% | −993−2.1% | Reduced |
| Evolve Private Wealth, LLC | 46,242 | $13.6M | 0.73% | −3,303−6.7% | Reduced |
| Community Financial Services Group, LLC | 46,007 | $13.6M | 2.39% | +2,028+4.6% | Added |
| Stokes Capital Advisors, LLC | 46,088 | $13.6M | 3.04% | +117+0.3% | Added |
| Matthew 25 Management Corp | 46,000 | $13.5M | 4.49% | −500−1.1% | Reduced |
| Cutler Investment Counsel LLC | 45,921 | $13.5M | 1.39% | +150.0% | Added |
| Private Advisory Group LLC | 45,677 | $13.4M | 0.93% | +1,711+3.9% | Added |
| Prosperity Consulting Group, LLC | 45,590 | $13.4M | 0.60% | −1,140−2.4% | Reduced |
| Brown Miller Wealth Management, LLC | 45,514 | $13.4M | 3.81% | +263+0.6% | Added |
| Hudson Valley Investment Advisors Inc | 45,361 | $13.3M | 1.73% | −7,799−14.7% | Reduced |
| Meiji Yasuda America Inc | 45,314 | $13.3M | 3.30% | −623−1.4% | Reduced |
| Coastal Bridge Advisors, LLC | 45,295 | $13.3M | 0.94% | −1,328−2.8% | Reduced |
| Harbor Capital Advisors, Inc. | 45,224 | $13.3M | 1.08% | −11,858−20.8% | Reduced |
| Atlanta Consulting Group Advisors, LLC | 44,965 | $13.2M | 2.84% | −3,485−7.2% | Reduced |
| Ipswich Investment Management Co., Inc. | 44,866 | $13.2M | 3.10% | −227−0.5% | Reduced |
| Oxford Financial Group Ltd | 44,815 | $13.2M | 0.71% | +4,204+10.4% | Added |
| Intact Investment Management Inc. | 44,700 | $13.1M | 0.37% | −8,000−15.2% | Reduced |
| Bearing Point Capital, LLC | 44,688 | $13.1M | 2.06% | −3,729−7.7% | Reduced |
| Manitou Investment Management Ltd. | 44,674 | $13.1M | 2.60% | −67,550−60.2% | Reduced |
| Apriem Advisors | 44,658 | $13.1M | 1.25% | −160−0.4% | Reduced |
| Elk River Wealth Management, LLC | 44,621 | $13.1M | 2.18% | +1,764+4.1% | Added |
| Jacobi Capital Management LLC | 44,552 | $13.1M | 0.73% | +573+1.3% | Added |
| Schulhoff & Co Inc | 44,504 | $13.1M | 5.38% | −390−0.9% | Reduced |