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 |
|---|---|---|---|---|---|
| Kimelman & Baird, LLC | 207,978 | $61.2M | 5.03% | −23,592−10.2% | Reduced |
| Crawford Investment Counsel Inc | 205,658 | $60.5M | 1.03% | −7,335−3.4% | Reduced |
| Argent Capital Management LLC | 204,904 | $60.3M | 1.90% | −21,859−9.6% | Reduced |
| Adams Diversified Equity Fund, Inc. | 204,863 | $60.3M | 2.12% | −2,000−1.0% | Reduced |
| Arkadios Wealth Advisors | 203,911 | $60.0M | 0.99% | +11,372+5.9% | Added |
| Pictet & Cie (Europe) SA | 202,427 | $59.5M | 1.27% | −659−0.3% | Reduced |
| AIA Group Ltd | 202,264 | $59.5M | 0.86% | +56,127+38.4% | Added |
| Moody Lynn & Lieberson, LLC | 201,465 | $59.3M | 3.33% | −8,017−3.8% | Reduced |
| Brinker Capital Investments, LLC | 201,029 | $59.1M | 0.50% | −37,172−15.6% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 200,900 | $59.1M | 2.38% | −457−0.2% | Reduced |
| Oakworth Capital, Inc. | 200,723 | $59.0M | 3.13% | +4,118+2.1% | Added |
| LGT Fund Management Co Ltd. | 200,474 | $59.0M | 2.56% | +143,478+251.7% | Added |
| Capital Fund Management S.A. | 198,920 | $58.5M | 0.52% | −76,278−27.7% | Reduced |
| Mill Capital Management, LLC | 198,511 | $58.4M | 4.44% | +330+0.2% | Added |
| Hudson Bay Capital Management LP | 197,776 | $58.2M | 0.35% | +120,276+155.2% | Added |
| Integrated Wealth Concepts LLC | 197,560 | $58.1M | 0.46% | +79,136+66.8% | Added |
| Beacon Investment Advisory Services, Inc. | 197,112 | $58.0M | 2.41% | −28,490−12.6% | Reduced |
| Summit Financial, LLC | 196,239 | $57.7M | 0.74% | +7,969+4.2% | Added |
| Northeast Investment Management | 194,410 | $57.2M | 2.37% | +490+0.3% | Added |
| NS Partners Ltd | 194,058 | $57.1M | 2.56% | +33,424+20.8% | Added |
| Gradient Investments LLC | 193,602 | $56.9M | 0.88% | +156+0.1% | Added |
| Ingalls & Snyder LLC | 193,493 | $56.9M | 2.02% | −3,769−1.9% | Reduced |
| Meridian Wealth Management, LLC | 193,088 | $56.8M | 2.01% | −3,850−2.0% | Reduced |
| Klingenstein Fields & Co LP | 192,979 | $56.8M | 2.24% | −1,794−0.9% | Reduced |
| RiverFront Investment Group, LLC | 190,896 | $56.2M | 0.87% | −73,573−27.8% | Reduced |
| Heritage Investors Management Corp | 190,490 | $56.0M | 1.70% | −434−0.2% | Reduced |
| Howard Capital Management Group, LLC | 189,974 | $55.9M | 3.71% | −8,530−4.3% | Reduced |
| American Assets Investment Management, LLC | 2,259,400 | $55.8M | 3.79% | 00.0% | Unchanged |
| Milford Funds Ltd | 188,515 | $55.5M | 1.16% | −102,460−35.2% | Reduced |
| Elo Mutual Pension Insurance Co | 186,479 | $54.9M | 0.90% | −28,845−13.4% | Reduced |
| Nexus Investment Management ULC | 186,379 | $54.8M | 7.67% | −2,957−1.6% | Reduced |
| Howe & Rusling Inc | 186,300 | $54.8M | 3.58% | −531−0.3% | Reduced |
| St Germain D J Co Inc | 184,189 | $54.2M | 2.14% | −4,452−2.4% | Reduced |
| Allianz SE | 184,036 | $54.1M | 0.60% | −20,421−10.0% | Reduced |
| Blue Sparrow, LLC | 182,411 | $53.7M | 0.92% | −91,670−33.4% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 182,397 | $53.7M | 0.30% | −90,027−33.0% | Reduced |
| Vestor Capital, LLC | 180,127 | $53.0M | 3.83% | +166,432+1,215.3% | Added |
| Snowden Capital Advisors LLC | 178,173 | $52.4M | 1.39% | +5,776+3.4% | Added |
| Braun Stacey Associates Inc | 178,152 | $52.4M | 1.74% | −4,087−2.2% | Reduced |
| Advisory Services Network, LLC | 178,106 | $52.4M | 0.70% | +6,206+3.6% | Added |
| Cornerstone Advisors, LLC | 177,996 | $52.4M | 1.93% | +5,796+3.4% | Added |
| Clifford Swan Investment Counsel LLC | 177,945 | $52.3M | 1.78% | −3,047−1.7% | Reduced |
| Merit Financial Group, LLC | 177,870 | $52.3M | 0.39% | +6,541+3.8% | Added |
| Levin Capital Strategies, L.P. | 177,327 | $52.2M | 3.97% | +5,016+2.9% | Added |
| First National Trust Co | 176,820 | $52.0M | 1.77% | −2,037−1.1% | Reduced |
| Osmosis Investment Management UK Ltd | 175,265 | $51.6M | 1.38% | −11,719−6.3% | Reduced |
| Chesley Taft & Associates LLC | 175,119 | $51.5M | 2.15% | −1,089−0.6% | Reduced |
| Norinchukin Bank, The | 172,155 | $50.6M | 0.59% | −2,514−1.4% | Reduced |
| Lazard Freres Gestion S.A.S. | 171,596 | $50.5M | 1.00% | +1,524+0.9% | Added |
| Mount Yale Investment Advisors, LLC | 171,511 | $50.5M | 1.20% | +84,028+96.1% | Added |
| Randolph Co Inc | 171,173 | $50.4M | 4.81% | −507−0.3% | Reduced |
| Eagle Global Advisors LLC | 170,434 | $50.1M | 1.81% | −865−0.5% | Reduced |
| First National Bank of Omaha | 171,257 | $49.8M | 1.54% | −3,569−2.0% | Reduced |
| Laird Norton Trust Company, LLC | 169,233 | $49.8M | 1.09% | −6,316−3.6% | Reduced |
| Cornerstone Investment Partners, LLC | 168,941 | $49.7M | 2.09% | +19,087+12.7% | Added |
| Capital International Sarl | 167,536 | $49.3M | 0.81% | −48,217−22.3% | Reduced |
| Vestmark Advisory Solutions, Inc. | 167,181 | $49.2M | 0.55% | +56,924+51.6% | Added |
| South State Corp. | 166,238 | $48.9M | 2.28% | +759+0.5% | Added |
| RSM US Wealth Management LLC | 165,908 | $48.8M | 0.60% | +393+0.2% | Added |
| We Are One Seven, LLC | 165,728 | $48.8M | 0.98% | +673+0.4% | Added |
| MKP Capital Management, L.L.C. | 165,000 | $48.5M | 1.59% | +165,000 | New |
| Sculptor Capital LP | 164,800 | $48.5M | 0.55% | 00.0% | Unchanged |
| Modern Wealth Management, LLC | 163,931 | $48.4M | 0.83% | +5,746+3.6% | Added |
| Nan Shan Life Insurance Co., Ltd. | 164,353 | $48.3M | 1.75% | +140,939+601.9% | Added |
| Central Trust Co | 163,883 | $48.2M | 0.95% | +845+0.5% | Added |
| Gamco Investors, Inc. Et Al | 163,800 | $48.2M | 0.47% | −7,122−4.2% | Reduced |
| Vident Advisory, LLC | 163,755 | $48.2M | 0.41% | −7,906−4.6% | Reduced |
| Drexel Morgan & Co. | 163,589 | $48.1M | 7.06% | 00.0% | Unchanged |
| Voleon Capital Management LP | 163,516 | $48.1M | 1.04% | +59,001+56.5% | Added |
| Mizuho Securities USA LLC | 162,997 | $47.9M | 1.13% | −35,220−17.8% | Reduced |
| Wharton Business Group, LLC | 162,403 | $47.8M | 1.80% | −175−0.1% | Reduced |
| Estabrook Capital Management | 162,307 | $47.7M | 6.97% | −777−0.5% | Reduced |
| Smith, Salley & Associates | 161,087 | $47.4M | 2.38% | +2,733+1.7% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 161,057 | $47.4M | 2.27% | −1,314−0.8% | Reduced |
| National Mutual Insurance Federation of Agricultural Cooperatives | 160,900 | $47.3M | 0.36% | 00.0% | Unchanged |
| Choate Investment Advisors | 160,833 | $47.3M | 0.93% | +21,324+15.3% | Added |
| Park Avenue Securities LLC | 159,990 | $47.1M | 0.37% | +1,288+0.8% | Added |
| FreeGulliver LLC | 159,733 | $47.0M | 19.81% | −545−0.3% | Reduced |
| Maple Capital Management, Inc. | 159,664 | $47.0M | 3.14% | −25,999−14.0% | Reduced |
| Cambiar Investors LLC | 159,429 | $46.9M | 2.17% | −3,701−2.3% | Reduced |
| TCG Advisory Services, LLC | 158,439 | $46.6M | 1.14% | +1,989+1.3% | Added |
| Highland Capital Management, LLC | 158,421 | $46.6M | 2.47% | +2,014+1.3% | Added |
| Benjamin Edwards Inc | 158,229 | $46.6M | 0.46% | +7,822+5.2% | Added |
| Marco Investment Management LLC | 157,713 | $46.4M | 3.50% | +2,115+1.4% | Added |
| Marsico Capital Management LLC | 156,753 | $46.1M | 1.36% | −146,835−48.4% | Reduced |
| First Horizon Corp | 156,688 | $46.1M | 1.93% | +22,178+16.5% | Added |
| Allen Investment Management LLC | 155,561 | $45.8M | 0.57% | −1,586−1.0% | Reduced |
| Discovery Capital Management, LLC | 154,700 | $45.5M | 2.36% | −72,500−31.9% | Reduced |
| Fukoku Mutual Life Insurance Co | 154,637 | $45.5M | 2.98% | −236−0.2% | Reduced |
| Savant Capital, LLC | 154,146 | $45.3M | 0.22% | +13,232+9.4% | Added |
| Kingsview Wealth Management, LLC | 154,138 | $45.3M | 0.62% | +15,332+11.0% | Added |
| Jain Global LLC | 153,753 | $45.2M | 0.58% | +142,335+1,246.6% | Added |
| Generali Asset Management SPA SGR | 153,690 | $45.2M | 0.94% | −11,290−6.8% | Reduced |
| Hartford Investment Management Co | 153,683 | $45.2M | 1.43% | −3,668−2.3% | Reduced |
| Blue Chip Partners, Inc. | 153,633 | $45.2M | 3.25% | +1,230+0.8% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 153,475 | $45.1M | 1.29% | −18,675−10.8% | Reduced |
| Farmers & Merchants Investments Inc | 152,429 | $44.8M | 1.24% | +2,277+1.5% | Added |
| First Citizens Bank & Trust Co | 152,331 | $44.8M | 0.94% | +3,539+2.4% | Added |
| Fishman Jay A Ltd | 152,033 | $44.7M | 3.99% | −4,646−3.0% | Reduced |
| Fisher Funds Management LTD | 151,952 | $44.7M | 1.31% | −47,234−23.7% | Reduced |