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
- +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 | 5,157 | $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 |
|---|---|---|---|---|---|
| Raiffeisen Bank International AG | 328,968 | $93.4M | 1.35% | −34,472−9.5% | Reduced |
| Fort Washington Investment Advisors Inc | 315,309 | $92.8M | 0.51% | +9,540+3.1% | Added |
| Yousif Capital Management, LLC | 314,837 | $92.6M | 1.09% | −17,934−5.4% | Reduced |
| Mediolanum International Funds Ltd | 326,164 | $92.6M | 0.98% | +9,073+2.9% | Added |
| Global Frontier Investments LLC | 314,000 | $92.4M | 12.62% | 00.0% | Unchanged |
| Fiduciary Trust Co | 313,362 | $92.2M | 1.09% | −8,929−2.8% | Reduced |
| Meyer Handelman Co | 313,274 | $92.2M | 2.87% | +7,626+2.5% | Added |
| Mesirow Financial Investment Management, Inc. | 311,969 | $91.8M | 1.49% | +16,866+5.7% | Added |
| Equitable Holdings, Inc. | 289,120 | $91.4M | 0.59% | +79,490+37.9% | Added |
| Oregon Public Employees Retirement Fund | 308,772 | $90.8M | 1.20% | −2,962−1.0% | Reduced |
| Park National Corp | 303,694 | $89.3M | 2.72% | −961−0.3% | Reduced |
| Wesbanco Bank Inc | 298,908 | $87.9M | 2.43% | +1,940+0.7% | Added |
| Aware Super Pty Ltd as trustee of Aware Super | 298,631 | $87.8M | 1.33% | +298,631 | New |
| Smith Chas P & Associates Pa Cpas | 297,966 | $87.6M | 4.76% | −5,729−1.9% | Reduced |
| Gabelli Funds LLC | 297,483 | $87.5M | 0.59% | −33,400−10.1% | Reduced |
| Aptus Capital Advisors, LLC | 297,342 | $87.5M | 0.74% | −15,561−5.0% | Reduced |
| First Manhattan Co | 293,272 | $86.3M | 0.24% | −6,522−2.2% | Reduced |
| Atlantic Union Bankshares Corp | 292,269 | $86.0M | 1.65% | −5,462−1.8% | Reduced |
| Ofi Invest Asset Management | 332,924 | $85.6M | 1.13% | +7,628+2.3% | Added |
| Clearstead Advisors, LLC | 289,929 | $85.3M | 0.78% | +29,997+11.5% | Added |
| Evelyn Partners Investment Management LLP | 286,422 | $84.3M | 2.29% | +15,530+5.7% | Added |
| Argent Trust Co | 286,285 | $84.2M | 2.86% | +5,786+2.1% | Added |
| M&G Plc | 284,971 | $83.8M | 0.43% | −22,331−7.3% | Reduced |
| Chilton Capital Management LLC | 283,310 | $83.3M | 2.91% | +104,848+58.8% | Added |
| OP Asset Management Ltd | 281,552 | $82.8M | 0.85% | −23,408−7.7% | Reduced |
| Ancora Advisors, LLC | 280,357 | $82.5M | 1.76% | −12,635−4.3% | Reduced |
| Allstate Corp | 280,284 | $82.4M | 0.88% | +70,301+33.5% | Added |
| Welch Group, LLC | 277,004 | $81.5M | 3.06% | −4,035−1.4% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 275,805 | $81.1M | 1.62% | −45,797−14.2% | Reduced |
| Bowen Hanes & Co Inc | 275,470 | $81.0M | 1.97% | −1,749−0.6% | Reduced |
| E. Ohman J:or Asset Management AB | 274,514 | $80.8M | 2.14% | −2,768−1.0% | Reduced |
| Prudential PLC | 272,786 | $80.2M | 0.61% | +14,819+5.7% | Added |
| Daymark Wealth Partners, LLC | 271,829 | $80.0M | 2.51% | +12,181+4.7% | Added |
| BNP Paribas | 273,876 | $79.8M | 2.54% | −27,592−9.2% | Reduced |
| Quintet Private Bank (Europe) S.A. | 270,572 | $79.6M | 5.33% | −9,991−3.6% | Reduced |
| State of Alaska, Department of Revenue | 268,389 | $78.9M | 0.85% | −2,680−1.0% | Reduced |
| McDonald Capital Investors Inc | 268,256 | $78.9M | 5.40% | −828−0.3% | Reduced |
| Crestwood Advisors Group LLC | 266,925 | $78.5M | 1.32% | +23,910+9.8% | Added |
| DJE Kapital AG | 267,958 | $77.8M | 1.72% | −112,290−29.5% | Reduced |
| North Star Investment Management Corp. | 264,089 | $77.7M | 4.71% | −776−0.3% | Reduced |
| iA Global Asset Management Inc. | 263,155 | $77.4M | 1.10% | +26,480+11.2% | Added |
| Arrowstreet Capital, Limited Partnership | 261,692 | $77.0M | 0.04% | −285,654−52.2% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 261,154 | $76.8M | 0.54% | −8,346−3.1% | Reduced |
| Danica Pension, Livsforsikringsaktieselskab | 260,357 | $76.6M | 1.44% | +76,128+41.3% | Added |
| RNC Capital Management LLC | 259,637 | $76.4M | 3.34% | −14,438−5.3% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 258,029 | $75.9M | 2.12% | +5,285+2.1% | Added |
| Massmutual Trust Co FSB | 257,880 | $75.9M | 2.07% | −8,307−3.1% | Reduced |
| HB Wealth Management, LLC | 257,834 | $75.8M | 0.49% | +10,997+4.5% | Added |
| Country Trust Bank | 256,399 | $75.4M | 1.43% | +19,291+8.1% | Added |
| Markel Group Inc.SuperinvestorMarkel Group | 252,550 | $74.3M | 0.62% | 00.0% | Unchanged |
| Tocqueville Asset Management L.P. | 251,343 | $73.9M | 1.10% | −6,044−2.3% | Reduced |
| Nicholas Company, Inc. | 248,390 | $73.1M | 1.43% | −200−0.1% | Reduced |
| Venture Visionary Partners LLC | 248,263 | $73.0M | 2.44% | +7,538+3.1% | Added |
| Bryn Mawr Trust Co | 248,140 | $73.0M | 1.74% | −7,343−2.9% | Reduced |
| Parsons Capital Management Inc | 247,562 | $72.8M | 3.33% | +108,918+78.6% | Added |
| Concurrent Investment Advisors, LLC | 242,746 | $71.4M | 0.78% | +6,035+2.5% | Added |
| Salem Investment Counselors Inc | 241,394 | $71.0M | 2.08% | +411+0.2% | Added |
| Pensionmark Financial Group, LLC | 240,938 | $70.9M | 1.14% | −5,080−2.1% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 239,030 | $70.3M | 5.88% | +214+0.1% | Added |
| Crossmark Global Holdings, Inc. | 238,214 | $70.1M | 1.04% | −3,780−1.6% | Reduced |
| CBOE Vest Financial, LLC | 237,928 | $70.0M | 0.84% | +17,397+7.9% | Added |
| Meitav Dash Investments Ltd | 237,291 | $69.8M | 0.77% | +193,360+440.1% | Added |
| Tiaa-Cref Individual & Institutional Services, LLC | 236,786 | $69.7M | 0.27% | +236,786 | New |
| Sterling Capital Management LLC | 236,535 | $69.6M | 1.32% | +154,398+188.0% | Added |
| Silvercrest Asset Management Group LLC | 236,147 | $69.5M | 0.50% | −5,120−2.1% | Reduced |
| TIAA Wealth Investment Management LLC | 235,959 | $69.4M | 0.53% | +235,959 | New |
| Illinois Municipal Retirement Fund | 235,809 | $69.4M | 0.88% | +28,744+13.9% | Added |
| Stratos Wealth Partners, LTD. | 235,327 | $69.2M | 0.79% | −266−0.1% | Reduced |
| Johnson Investment Counsel Inc | 234,006 | $68.8M | 0.56% | +6,352+2.8% | Added |
| Capital Investment Advisors, LLC | 233,539 | $68.7M | 1.01% | +216+0.1% | Added |
| Aviso Financial Inc. | 232,793 | $68.5M | 2.43% | +3,878+1.7% | Added |
| Prospera Financial Services Inc | 232,028 | $68.3M | 1.10% | −1,256−0.5% | Reduced |
| Washington Trust Co | 232,013 | $68.2M | 2.31% | −1,469−0.6% | Reduced |
| Roffman Miller Associates Inc | 231,702 | $68.2M | 3.93% | −11,379−4.7% | Reduced |
| Deprince Race & Zollo Inc | 229,747 | $67.6M | 1.28% | −730−0.3% | Reduced |
| Guggenheim Capital LLC | 228,537 | $67.2M | 0.54% | −20,070−8.1% | Reduced |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 228,188 | $67.1M | 1.26% | +115,305+102.1% | Added |
| Seizert Capital Partners, LLC | 224,903 | $66.2M | 3.04% | −8,991−3.8% | Reduced |
| KCM Investment Advisors LLC | 224,754 | $66.1M | 2.19% | +5,458+2.5% | Added |
| Todd Asset Management LLC | 224,167 | $65.9M | 1.29% | −21,534−8.8% | Reduced |
| Bokf, NA | 224,107 | $65.9M | 1.01% | −14,541−6.1% | Reduced |
| Main Street Research LLC | 223,762 | $65.8M | 3.83% | +1,843+0.8% | Added |
| Americana Partners, LLC | 223,365 | $65.7M | 1.71% | +5,566+2.6% | Added |
| Dakota Wealth Management | 221,361 | $65.1M | 1.41% | −22,480−9.2% | Reduced |
| Busey Wealth Management | 220,718 | $64.9M | 1.76% | +2,390+1.1% | Added |
| ZWJ Investment Counsel Inc | 220,164 | $64.8M | 2.33% | −1,552−0.7% | Reduced |
| Apollon Wealth Management, LLC | 219,080 | $64.4M | 1.05% | +18,901+9.4% | Added |
| Perfromance Wealth Partners, LLC | 216,292 | $63.6M | 1.85% | +2,998+1.4% | Added |
| Destination Wealth Management | 215,812 | $63.5M | 1.65% | +3,397+1.6% | Added |
| Squarepoint Ops LLC | 215,804 | $63.5M | 0.14% | +88,291+69.2% | Added |
| GW&K Investment Management, LLC | 214,533 | $63.1M | 0.56% | −2,994−1.4% | Reduced |
| Aristotle Atlantic Partners, LLC | 214,433 | $63.1M | 2.95% | −3,419−1.6% | Reduced |
| Motley Fool Asset Management LLC | 213,168 | $62.7M | 2.70% | +87,301+69.4% | Added |
| Baker Avenue Asset Management, LP | 212,121 | $62.4M | 1.42% | +6,605+3.2% | Added |
| Modera Wealth Management, LLC | 212,075 | $62.4M | 0.75% | −3,386−1.6% | Reduced |
| Foundations Investment Advisors, LLC | 210,748 | $62.0M | 0.77% | +18,192+9.4% | Added |
| Gulf International Bank (UK) Ltd | 210,420 | $61.9M | 1.38% | +69,846+49.7% | Added |
| Spears Abacus Advisors LLC | 209,220 | $61.5M | 1.21% | −8,733−4.0% | Reduced |
| Atria Investments LLC | 208,695 | $61.4M | 0.69% | −6,351−3.0% | Reduced |
| Kempen Capital Management N.V. | 208,383 | $61.3M | 0.54% | −15,607−7.0% | Reduced |