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 |
|---|---|---|---|---|---|
| Punch & Associates Investment Management, Inc. | 44,452 | $13.1M | 0.75% | −1,587−3.4% | Reduced |
| Belpointe Asset Management LLC | 44,319 | $13.0M | 0.48% | +3,064+7.4% | Added |
| Rollins Financial Advisors, LLC | 44,290 | $13.0M | 2.06% | −263−0.6% | Reduced |
| Kavar Capital Partners Group, LLC | 44,281 | $13.0M | 1.63% | −268−0.6% | Reduced |
| Bridgewater Advisors Inc. | 43,341 | $13.0M | 0.77% | +552+1.3% | Added |
| City Holding Co | 44,153 | $13.0M | 1.62% | −585−1.3% | Reduced |
| Family Capital Trust Co | 44,122 | $13.0M | 4.70% | −3,606−7.6% | Reduced |
| Viking Fund Management LLC | 44,000 | $12.9M | 1.33% | +8,000+22.2% | Added |
| Mystic Asset Management, Inc. | 43,980 | $12.9M | 3.00% | −344−0.8% | Reduced |
| Optiver Holding B.V. | 43,938 | $12.9M | 0.49% | −206,229−82.4% | Reduced |
| Parr McKnight Wealth Management Group, LLC | 43,938 | $12.9M | 1.69% | −547−1.2% | Reduced |
| Plimoth Trust Co LLC | 43,754 | $12.9M | 2.88% | +777+1.8% | Added |
| Hennion & Walsh Asset Management, Inc. | 43,700 | $12.9M | 0.43% | +2,221+5.4% | Added |
| Financial Advisory Service, Inc. | 43,527 | $12.8M | 0.80% | +1,794+4.3% | Added |
| Transcend Wealth Collective, LLC | 43,452 | $12.8M | 1.03% | −2,263−5.0% | Reduced |
| Inlet Private Wealth, LLC | 43,440 | $12.8M | 3.26% | −5,300−10.9% | Reduced |
| Unison Asset Management LLC | 43,416 | $12.8M | 5.84% | +933+2.2% | Added |
| Intrust Bank NA | 43,389 | $12.8M | 1.04% | −403−0.9% | Reduced |
| Shelton Capital Management | 43,187 | $12.7M | 0.28% | −493−1.1% | Reduced |
| Tulsa Wealth Advisors, INC | 43,051 | $12.7M | 2.22% | −14,147−24.7% | Reduced |
| Patton Albertson Miller Group, LLC | 42,996 | $12.6M | 1.50% | −308−0.7% | Reduced |
| AlTi Global, Inc. | 42,957 | $12.6M | 0.27% | +5,787+15.6% | Added |
| New England Asset Management Inc | 42,843 | $12.6M | 1.60% | −157−0.4% | Reduced |
| SevenBridge Financial Group, LLC | 40,115 | $12.6M | 1.97% | −1,619−3.9% | Reduced |
| Nelson Capital Management, LLC | 42,574 | $12.5M | 1.53% | −946−2.2% | Reduced |
| Nippon Life Global Investors Americas, Inc. | 42,460 | $12.5M | 0.56% | −740−1.7% | Reduced |
| Westover Capital Advisors, LLC | 42,322 | $12.4M | 2.29% | −831−1.9% | Reduced |
| Thompson Investment Management, Inc. | 42,317 | $12.4M | 1.61% | +125+0.3% | Added |
| Townsend Asset Management Corp | 42,282 | $12.4M | 4.49% | +322+0.8% | Added |
| Nordwand Advisors, LLC | 42,268 | $12.4M | 2.17% | +215+0.5% | Added |
| Guardian Capital LP | 42,166 | $12.4M | 0.33% | +25,186+148.3% | Added |
| Wealth Enhancement Trust Services, Inc. | 41,989 | $12.4M | 1.49% | +808+2.0% | Added |
| Parthenon LLC | 41,938 | $12.3M | 1.41% | −522−1.2% | Reduced |
| Independent Financial Group, LLC | 41,936 | $12.3M | 0.28% | −6,637−13.7% | Reduced |
| Algert Global LLC | 41,913 | $12.3M | 0.19% | +14,041+50.4% | Added |
| Global Wealth Management Investment Advisory, Inc. | 41,906 | $12.3M | 1.93% | +1,474+3.6% | Added |
| Coerente Capital Management | 41,798 | $12.3M | 2.29% | −505−1.2% | Reduced |
| Generali Investments CEE, investicni spolecnost, a.s. | 41,765 | $12.3M | 0.64% | −1,525−3.5% | Reduced |
| Providence Capital Advisors, LLC | 41,749 | $12.3M | 2.00% | +235+0.6% | Added |
| McDonald Partners LLC | 41,617 | $12.2M | 2.89% | +12,249+41.7% | Added |
| Inspire Trust Co, N.A. | 41,608 | $12.2M | 1.89% | +8,608+26.1% | Added |
| Ronald Blue Trust, Inc. | 41,549 | $12.2M | 0.14% | −4,963−10.7% | Reduced |
| Parcion Private Wealth LLC | 41,508 | $12.2M | 0.76% | −568−1.3% | Reduced |
| F/M Investments LLC | 41,375 | $12.2M | 0.81% | −62,613−60.2% | Reduced |
| Lathrop Investment Management Corp | 41,252 | $12.1M | 2.27% | +1,121+2.8% | Added |
| Strategic Planning Group, LLC | 41,251 | $12.1M | 1.70% | +56+0.1% | Added |
| Nilsine Partners, LLC | 38,930 | $12.1M | 0.95% | +4,256+12.3% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 41,218 | $12.1M | 2.62% | +6,492+18.7% | Added |
| Northside Capital Management, LLC | 41,149 | $12.1M | 1.06% | −10,768−20.7% | Reduced |
| Trueblood Wealth Management, LLC | 41,132 | $12.1M | 4.73% | −903−2.1% | Reduced |
| Redmond Asset Management, LLC | 41,066 | $12.1M | 3.30% | +1,688+4.3% | Added |
| Farmers & Merchants Trust Co of Long Beach | 41,055 | $12.1M | 2.84% | +959+2.4% | Added |
| First Nebraska Trust Co | 41,041 | $12.1M | 1.12% | −118−0.3% | Reduced |
| Forum Financial Management, LP | 41,016 | $12.1M | 0.17% | −43,977−51.7% | Reduced |
| RBF Capital, LLC | 41,000 | $12.1M | 0.59% | 00.0% | Unchanged |
| Ballast Advisors LLC | 40,967 | $12.1M | 3.51% | +127+0.3% | Added |
| First Western Trust Bank | 40,951 | $12.0M | 0.61% | −959−2.3% | Reduced |
| Csenge Advisory Group | 40,925 | $12.0M | 0.55% | +30.0% | Added |
| Anchor Investment Management, LLC | 40,707 | $12.0M | 1.00% | +577+1.4% | Added |
| WESPAC Advisors SoCal, LLC | 40,697 | $12.0M | 2.55% | +1,982+5.1% | Added |
| GAM Holding AG | 40,667 | $12.0M | 1.05% | −14,813−26.7% | Reduced |
| GW Henssler & Associates Ltd | 40,645 | $12.0M | 0.56% | +376+0.9% | Added |
| AssuredPartners Investment Advisors, LLC | 40,420 | $11.9M | 1.30% | +12,505+44.8% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 40,503 | $11.9M | 0.81% | +453+1.1% | Added |
| Citizens National Bank Trust Department | 40,474 | $11.9M | 1.98% | −43−0.1% | Reduced |
| Claro Advisors LLC | 40,463 | $11.9M | 1.43% | +1,854+4.8% | Added |
| Avidian Wealth Solutions, LLC | 40,458 | $11.9M | 0.38% | +19,767+95.5% | Added |
| Arista Wealth Management, LLC | 40,425 | $11.9M | 1.45% | +1,803+4.7% | Added |
| Constitution Capital LLC | 40,406 | $11.9M | 5.94% | +622+1.6% | Added |
| American Money Management, LLC | 40,357 | $11.9M | 1.88% | +65+0.2% | Added |
| Chronos Wealth Management, LLC | 40,210 | $11.8M | 5.72% | −144−0.4% | Reduced |
| Fulcrum Capital LLC | 40,058 | $11.8M | 2.56% | −5,156−11.4% | Reduced |
| Apella Capital, LLC | 37,770 | $11.7M | 0.17% | +15,590+70.3% | Added |
| Asset Planning Services Inc | 39,832 | $11.7M | 5.14% | +295+0.7% | Added |
| Kinneret Advisory, LLC | 39,744 | $11.7M | 1.11% | −1,762−4.2% | Reduced |
| Parkside Financial Bank & Trust | 39,730 | $11.7M | 0.90% | −370−0.9% | Reduced |
| Wetzel Investment Advisors, Inc. | 39,724 | $11.7M | 4.65% | −188−0.5% | Reduced |
| XML Financial, LLC | 39,671 | $11.7M | 0.94% | −1,283−3.1% | Reduced |
| Atlantic Trust, LLC | 39,656 | $11.7M | 1.90% | −59−0.1% | Reduced |
| NBC Securities, Inc. | 39,555 | $11.6M | 0.87% | −413−1.0% | Reduced |
| Premier Fund Managers Ltd | 40,941 | $11.6M | 0.82% | −41,383−50.3% | Reduced |
| Security National Bank | 39,512 | $11.6M | 1.69% | +954+2.5% | Added |
| Mechanics Bank Trust Department | 39,391 | $11.6M | 1.60% | +1,640+4.3% | Added |
| FFG Partners, LLC | 39,329 | $11.6M | 4.58% | −19,305−32.9% | Reduced |
| Evoke Wealth, LLC | 39,316 | $11.6M | 0.21% | +720+1.9% | Added |
| Brevan Howard Capital Management LP | 39,316 | $11.6M | 0.12% | −71,920−64.7% | Reduced |
| Plan Group Financial, LLC | 39,302 | $11.6M | 2.71% | +328+0.8% | Added |
| GM Advisory Group, Inc. | 39,273 | $11.6M | 0.44% | +5,062+14.8% | Added |
| Howland Capital Management LLC | 39,272 | $11.6M | 0.46% | +2,825+7.8% | Added |
| Chilton Investment Co LLC | 39,254 | $11.5M | 0.27% | −2,820−6.7% | Reduced |
| Empire Financial Management Company, LLC | 39,241 | $11.5M | 2.61% | −370−0.9% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 39,211 | $11.5M | 6.08% | +1,569+4.2% | Added |
| Altrafin AG | 39,186 | $11.5M | 3.97% | −8,094−17.1% | Reduced |
| Laurel Oak Wealth Management, LLC | 39,172 | $11.5M | 1.93% | +3,345+9.3% | Added |
| Stablepoint Partners, LLC | 39,144 | $11.5M | 1.71% | +545+1.4% | Added |
| BCS Private Wealth Management, Inc. | 39,037 | $11.5M | 3.49% | +2,647+7.3% | Added |
| RMR Wealth Builders | 38,941 | $11.5M | 0.90% | +1,414+3.8% | Added |
| Contravisory Investment Management, Inc. | 38,935 | $11.5M | 2.35% | −261−0.7% | Reduced |
| Bangor Savings Bank | 38,873 | $11.4M | 0.91% | −243−0.6% | Reduced |
| Torray LLC | 38,859 | $11.4M | 1.68% | 00.0% | Unchanged |