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 |
|---|---|---|---|---|---|
| NewEdge Wealth, LLC | 492,565 | $144.9M | 1.73% | +12,064+2.5% | Added |
| Xponance, Inc. | 490,494 | $144.3M | 1.03% | +72,470+17.3% | Added |
| Amalgamated Bank | 490,336 | $144.2M | 1.10% | −11,718−2.3% | Reduced |
| Tudor Investment Corp Et Al | 488,304 | $143.6M | 0.77% | +187,780+62.5% | Added |
| Commerzbank Aktiengesellschaft | 485,245 | $142.7M | 2.98% | −1,534−0.3% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 484,736 | $142.6M | 0.33% | +222,252+84.7% | Added |
| TCW Group Inc | 484,587 | $142.5M | 1.07% | +2,027+0.4% | Added |
| HM Payson & Co | 481,849 | $141.7M | 2.04% | +13,354+2.9% | Added |
| QRG Capital Management, Inc. | 477,500 | $140.5M | 1.45% | +29,555+6.6% | Added |
| Agf Management Ltd | 477,180 | $140.4M | 0.63% | −54,578−10.3% | Reduced |
| Candriam Luxembourg S.C.A. | 476,801 | $140.3M | 0.73% | −145,890−23.4% | Reduced |
| PBU - The Pension Fund of Early Childhood & Youth Educators | 474,583 | $139.6M | 2.10% | +34,581+7.9% | Added |
| MAI Capital Management | 471,211 | $138.6M | 0.79% | +7,265+1.6% | Added |
| Basswood Capital Management, L.L.C. | 469,496 | $138.1M | 7.04% | 00.0% | Unchanged |
| Groupe la Francaise | 473,115 | $137.9M | 1.93% | +7,620+1.6% | Added |
| Davis Asset Management, L.P. | 468,786 | $137.9M | 3.99% | +468,786 | New |
| Federated Hermes, Inc. | 467,060 | $137.4M | 0.22% | −5,316−1.1% | Reduced |
| Empowered Funds, LLC | 464,394 | $136.6M | 0.87% | +212,167+84.1% | Added |
| AE Wealth Management LLC | 463,812 | $136.4M | 0.74% | −52,795−10.2% | Reduced |
| Beacon Pointe Advisors, LLC | 461,949 | $135.9M | 0.72% | +118,293+34.4% | Added |
| USS Investment Management Ltd | 453,233 | $133.4M | 0.57% | +6,128+1.4% | Added |
| Varma Mutual Pension Insurance Co | 450,511 | $132.5M | 0.78% | 00.0% | Unchanged |
| Midwest Trust Co | 448,341 | $131.9M | 1.64% | +6,820+1.5% | Added |
| Utah Retirement Systems | 441,676 | $129.9M | 1.33% | −13,968−3.1% | Reduced |
| Advisors Capital Management, LLC | 438,486 | $129.0M | 1.50% | +7,625+1.8% | Added |
| Umb Bank N A | 437,638 | $128.7M | 1.80% | −6,682−1.5% | Reduced |
| Oppenheimer Asset Management Inc. | 435,040 | $128.0M | 1.46% | −1,341−0.3% | Reduced |
| Stephens Inc | 424,070 | $125.1M | 1.56% | +9,279+2.2% | Added |
| Teachers Retirement System of the State of Kentucky | 420,831 | $123.8M | 0.96% | −19,043−4.3% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 417,703 | $122.9M | 1.05% | +1,566+0.4% | Added |
| Vaughan Nelson Investment Management, L.P. | 417,661 | $122.9M | 1.23% | −122,325−22.7% | Reduced |
| Staley Capital Advisers Inc | 417,412 | $122.8M | 5.20% | −3,057−0.7% | Reduced |
| Lazard Asset Management LLC | 417,116 | $122.7M | 0.20% | +112,305+36.8% | Added |
| Smead Capital Management, Inc. | 416,094 | $122.4M | 2.66% | −146,698−26.1% | Reduced |
| Pinnacle Associates Ltd | 413,660 | $121.7M | 1.56% | −9,597−2.3% | Reduced |
| Allworth Financial LP | 411,708 | $121.1M | 0.49% | −190.0% | Reduced |
| Carnegie Capital Asset Management, LLC | 420,798 | $121.0M | 2.36% | +1,651+0.4% | Added |
| RMB Capital Management, LLC | 407,680 | $119.9M | 2.14% | −3,560−0.9% | Reduced |
| ABN AMRO Bank N.V. | 407,444 | $119.6M | 1.29% | −240,087−37.1% | Reduced |
| NEOS Investment Management LLC | 402,050 | $118.3M | 0.60% | +41,735+11.6% | Added |
| Guidance Point Advisors, LLC | 401,007 | $118.0M | 27.94% | +20.0% | Added |
| Border to Coast Pensions Partnership Ltd | 399,401 | $117.8M | 1.99% | −30,836−7.2% | Reduced |
| Hardy Reed LLC | 400,318 | $117.8M | 8.59% | −653−0.2% | Reduced |
| Holocene Advisors, LP | 399,355 | $117.5M | 0.28% | +89,092+28.7% | Added |
| Eastern Bank | 398,696 | $117.3M | 2.01% | −41,141−9.4% | Reduced |
| D.A. Davidson & Co. | 398,461 | $117.2M | 0.71% | −13,334−3.2% | Reduced |
| Ieq Capital, LLC | 394,889 | $116.2M | 0.54% | +3,277+0.8% | Added |
| Nissay Asset Management Corp | 394,566 | $116.1M | 0.62% | −70,157−15.1% | Reduced |
| EFG International AG | 394,138 | $116.0M | 2.49% | −148,690−27.4% | Reduced |
| Glenview Trust Co | 394,136 | $115.9M | 1.82% | −5,277−1.3% | Reduced |
| Virginia Retirement Systems Et Al | 391,258 | $115.1M | 0.85% | −43,440−10.0% | Reduced |
| Adviser Investments LLC | 390,917 | $115.0M | 1.26% | +8,026+2.1% | Added |
| TCTC Holdings, LLC | 388,069 | $114.2M | 3.25% | +1,957+0.5% | Added |
| Beck Mack & Oliver LLC | 387,735 | $114.1M | 2.35% | −9,239−2.3% | Reduced |
| Rakuten Investment Management, Inc. | 401,444 | $113.9M | 0.23% | +42,167+11.7% | Added |
| Ilmarinen Mutual Pension Insurance Co | 386,405 | $113.7M | 0.89% | −71,464−15.6% | Reduced |
| Associated Banc-Corp | 385,784 | $113.5M | 3.00% | −7,611−1.9% | Reduced |
| Oppenheimer & Co Inc | 382,956 | $112.7M | 1.37% | −5,561−1.4% | Reduced |
| Andra AP-fonden | 382,685 | $112.6M | 1.40% | +141,684+58.8% | Added |
| Achmea Investment Management B.V. | 377,971 | $111.2M | 2.93% | −55,501−12.8% | Reduced |
| British Columbia Investment Management Corp | 375,188 | $110.4M | 0.65% | −112,755−23.1% | Reduced |
| Sequoia Financial Advisors, LLC | 374,677 | $110.2M | 0.62% | −19,306−4.9% | Reduced |
| New York Life Investment Management LLC | 374,636 | $110.2M | 0.93% | +1,321+0.4% | Added |
| Davis R M Inc | 373,195 | $109.8M | 1.95% | +5,099+1.4% | Added |
| Vinva Investment Management Ltd | 385,940 | $109.5M | 1.37% | +64,717+20.1% | Added |
| United Capital Financial Advisers, LLC | 370,760 | $109.1M | 0.67% | −5,457−1.5% | Reduced |
| Wealthfront Advisers LLC | 369,745 | $108.8M | 0.24% | +9,967+2.8% | Added |
| Sapient Capital LLC | 366,235 | $107.7M | 1.63% | −92,337−20.1% | Reduced |
| Private Advisor Group, LLC | 365,394 | $107.5M | 0.50% | −7,759−2.1% | Reduced |
| Principle Wealth Partners LLC | 357,768 | $105.2M | 6.01% | −338−0.1% | Reduced |
| Westwood Holdings Group Inc. | 353,968 | $104.1M | 0.76% | −13,056−3.6% | Reduced |
| Cresset Asset Management, LLC | 351,216 | $103.3M | 0.45% | −3,101−0.9% | Reduced |
| Citizens Financial Group Inc | 351,138 | $103.3M | 1.44% | −7,980−2.2% | Reduced |
| Becker Capital Management Inc | 350,079 | $103.0M | 3.03% | −6,534−1.8% | Reduced |
| Hancock Whitney Corp | 338,240 | $102.6M | 1.78% | −11,938−3.4% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 349,593 | $102.5M | 0.14% | +60,157+20.8% | Added |
| Warren Averett Asset Management, LLC | 347,996 | $102.4M | 0.77% | +29,118+9.1% | Added |
| Investment Management Corp of Ontario | 347,717 | $102.3M | 1.32% | −8,833−2.5% | Reduced |
| Marex Group plc | 347,684 | $102.3M | 1.06% | +322,699+1,291.6% | Added |
| Stock Yards Bank & Trust Co | 346,491 | $101.9M | 3.17% | −5,005−1.4% | Reduced |
| Berkshire Asset Management LLC | 346,340 | $101.9M | 4.37% | −2,090−0.6% | Reduced |
| Flputnam Investment Management Co | 345,943 | $101.8M | 1.52% | +10,975+3.3% | Added |
| Kestra Private Wealth Services, LLC | 345,829 | $101.7M | 1.25% | +30,205+9.6% | Added |
| Erste Asset Management GmbH | 358,880 | $101.6M | 0.94% | −34,017−8.7% | Reduced |
| Donaldson Capital Management, LLC | 342,320 | $100.7M | 3.26% | −3,270−0.9% | Reduced |
| Barr E S & Co | 341,467 | $100.4M | 5.84% | −6,652−1.9% | Reduced |
| Cullen/Frost Bankers, Inc. | 341,392 | $100.4M | 1.14% | −2,889−0.8% | Reduced |
| Waters Parkerson & Co., LLC | 338,645 | $99.6M | 5.12% | −3,861−1.1% | Reduced |
| HRT Financial LP | 338,071 | $99.4M | 0.25% | −98,783−22.6% | Reduced |
| Los Angeles Capital Management LLC | 337,511 | $99.3M | 0.39% | −96,494−22.2% | Reduced |
| Pzena Investment Management LLC | 337,262 | $99.2M | 0.32% | −5,128−1.5% | Reduced |
| Henshaw Capital LLC | 337,139 | $99.2M | 3.68% | 00.0% | Unchanged |
| Alyeska Investment Group, L.P. | 332,527 | $97.8M | 0.28% | +332,527 | New |
| Wilkinson Global Asset Management LLC | 331,239 | $97.4M | 7.42% | −22,818−6.4% | Reduced |
| Vontobel Holding Ltd. | 331,180 | $97.4M | 0.33% | −49,964−13.1% | Reduced |
| Vaughan David Investments LLC | 330,610 | $97.3M | 2.06% | −1,755−0.5% | Reduced |
| Whittier Trust Co of Nevada Inc | 328,335 | $97.0M | 1.99% | +14,535+4.6% | Added |
| Edmond de Rothschild Holding S.A. | 328,627 | $96.7M | 1.40% | +160,491+95.5% | Added |
| Macquarie Group Ltd | 327,107 | $96.0M | 0.57% | −139,762−29.9% | Reduced |
| Abn Amro Investment Solutions | 323,111 | $95.0M | 1.24% | +133,894+70.8% | Added |