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 |
|---|---|---|---|---|---|
| Anchor Capital Advisors LLC | 151,088 | $44.4M | 1.27% | +1,969+1.3% | Added |
| Private Wealth Partners, LLC | 150,859 | $44.4M | 3.42% | −3,073−2.0% | Reduced |
| Bailard, Inc. | 150,347 | $44.2M | 1.02% | −4,470−2.9% | Reduced |
| Delaney Capital Management Ltd. | 149,067 | $43.8M | 7.04% | +82+0.1% | Added |
| NorthCrest Asset Manangement, LLC | 148,628 | $43.8M | 1.36% | −67,738−31.3% | Reduced |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 148,798 | $43.8M | 0.52% | −380,019−71.9% | Reduced |
| Wilsey Asset Management Inc | 148,516 | $43.7M | 6.85% | +11,039+8.0% | Added |
| Bollard Group LLC | 146,569 | $43.1M | 1.32% | +19,190+15.1% | Added |
| CSM Advisors, LLC | 146,524 | $43.1M | 1.06% | −20,947−12.5% | Reduced |
| Brandes Investment Partners, LP | 145,662 | $42.8M | 0.30% | −15,304−9.5% | Reduced |
| Wesleyan Assurance Society | 145,604 | $42.8M | 2.53% | 00.0% | Unchanged |
| Carret Asset Management, LLC | 144,646 | $42.5M | 4.17% | −450−0.3% | Reduced |
| Vise Technologies, Inc. | 132,017 | $42.5M | 0.84% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 144,493 | $42.5M | 0.49% | −1,582−1.1% | Reduced |
| MMBG Investment Advisors Co. | 144,021 | $42.4M | 3.89% | +1,694+1.2% | Added |
| Farther Finance Advisors, LLC | 142,980 | $42.2M | 0.40% | −2,065−1.4% | Reduced |
| Franklin Street Advisors Inc | 143,423 | $42.2M | 2.59% | −3,138−2.1% | Reduced |
| Sumitomo Mitsui Financial Group, Inc. | 143,253 | $42.1M | 0.86% | +11,098+8.4% | Added |
| Rothschild Investment LLC | 142,747 | $42.0M | 2.19% | −219−0.2% | Reduced |
| Madison Asset Management, LLC | 142,142 | $41.8M | 0.52% | +4,274+3.1% | Added |
| Triglav Skladi, D.O.O. | 141,675 | $41.7M | 2.92% | −57,819−29.0% | Reduced |
| Osterweis Capital Management Inc | 141,453 | $41.6M | 2.15% | +2,458+1.8% | Added |
| Ceredex Value Advisors LLC | 141,424 | $41.6M | 1.31% | +8,253+6.2% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 141,275 | $41.6M | 1.79% | +3,268+2.4% | Added |
| Fifth Third Wealth Advisors LLC | 141,112 | $41.5M | 1.40% | +10,034+7.7% | Added |
| Intech Investment Management LLC | 140,943 | $41.5M | 0.41% | −88,399−38.5% | Reduced |
| Smith Group Asset Management, LLC | 140,693 | $41.4M | 2.11% | +9,567+7.3% | Added |
| Summit Trail Advisors, LLC | 140,214 | $41.2M | 0.59% | +28,144+25.1% | Added |
| Central Securities Corp | 140,000 | $41.2M | 3.40% | 00.0% | Unchanged |
| Chicago Capital, LLC | 138,958 | $40.9M | 1.10% | −1,833−1.3% | Reduced |
| Lowe Brockenbrough & Co Inc | 138,468 | $40.7M | 2.03% | +141+0.1% | Added |
| Community Trust & Investment Co | 138,084 | $40.6M | 2.21% | +3,200+2.4% | Added |
| LMCG Investments, LLC | 137,569 | $40.5M | 2.41% | −11,906−8.0% | Reduced |
| Louisiana State Employees Retirement System | 137,400 | $40.4M | 0.71% | −1,700−1.2% | Reduced |
| Kanawha Capital Management LLC | 136,993 | $40.3M | 2.84% | +646+0.5% | Added |
| Penobscot Investment Management Company, Inc. | 136,861 | $40.3M | 3.15% | −2,543−1.8% | Reduced |
| Metis Global Partners, LLC | 136,838 | $40.3M | 0.99% | −5,896−4.1% | Reduced |
| Conning Inc. | 136,713 | $40.2M | 1.34% | +16,013+13.3% | Added |
| Maryland State Retirement & Pension System | 136,675 | $40.2M | 0.82% | +629+0.5% | Added |
| WestEnd Advisors, LLC | 136,300 | $40.1M | 0.97% | −25,257−15.6% | Reduced |
| First American Bank | 136,055 | $40.0M | 2.51% | +1,477+1.1% | Added |
| La Banque Postale Asset Management SA | 135,869 | $40.0M | 0.55% | +24,792+22.3% | Added |
| Noesis Capital Mangement Corp | 135,829 | $40.0M | 5.91% | +272+0.2% | Added |
| Parallel Advisors, LLC | 135,514 | $39.9M | 0.72% | +1,198+0.9% | Added |
| Pacer Advisors, Inc. | 134,940 | $39.7M | 0.11% | −77,837−36.6% | Reduced |
| Matrix Asset Advisors Inc | 134,535 | $39.6M | 3.63% | −1,600−1.2% | Reduced |
| Jupiter Asset Management Ltd | 134,443 | $39.5M | 0.21% | −31,606−19.0% | Reduced |
| Miracle Mile Advisors, LLC | 133,569 | $39.3M | 0.54% | −1,136−0.8% | Reduced |
| Perigon Wealth Management, LLC | 132,493 | $39.0M | 0.71% | +299+0.2% | Added |
| WSFS Capital Management, LLC | 132,448 | $39.0M | 1.89% | −4,863−3.5% | Reduced |
| Bleakley Financial Group, LLC | 131,802 | $38.8M | 0.61% | +10,323+8.5% | Added |
| AG2R la Mondiale Gestion D'Actifs | 131,500 | $38.7M | 1.76% | +298+0.2% | Added |
| Valeo Financial Advisors, LLC | 131,299 | $38.6M | 0.92% | −12,281−8.6% | Reduced |
| Independent Advisor Alliance | 130,844 | $38.5M | 0.41% | −41,939−24.3% | Reduced |
| Horizon Investments, LLC | 131,354 | $38.4M | 0.43% | +6,219+5.0% | Added |
| Neville Rodie & Shaw Inc | 130,442 | $38.4M | 2.79% | −1,017−0.8% | Reduced |
| Axxcess Wealth Management, LLC | 130,075 | $38.3M | 1.23% | −15,249−10.5% | Reduced |
| Narwhal Capital Management | 129,809 | $38.2M | 2.82% | −194−0.1% | Reduced |
| 71 West Capital Partners | 129,028 | $38.0M | 1.67% | +11,206+9.5% | Added |
| Crake Asset Management LLP | 129,019 | $38.0M | 1.33% | +129,019 | New |
| Villere St Denis J & Co LLC | 128,129 | $37.7M | 4.16% | −58,713−31.4% | Reduced |
| Picton Mahoney Asset Management | 127,375 | $37.5M | 0.39% | +67,867+114.0% | Added |
| New Mexico Educational Retirement Board | 126,650 | $37.3M | 1.15% | 00.0% | Unchanged |
| Appleton Partners Inc | 126,590 | $37.2M | 2.60% | −522−0.4% | Reduced |
| Ostrum Asset Management | 126,438 | $37.2M | 2.09% | −26,796−17.5% | Reduced |
| Martingale Asset Management L P | 125,982 | $37.1M | 0.93% | −11,190−8.2% | Reduced |
| Moors & Cabot, Inc. | 125,682 | $37.0M | 1.58% | −2,957−2.3% | Reduced |
| Tower Bridge Advisors | 125,531 | $36.9M | 3.57% | +1,485+1.2% | Added |
| Heritage Wealth Advisors | 125,341 | $36.9M | 1.44% | −25,923−17.1% | Reduced |
| LaFleur & Godfrey LLC | 125,339 | $36.9M | 4.59% | −2,298−1.8% | Reduced |
| Verity & Verity, LLC | 125,147 | $36.8M | 2.74% | +196+0.2% | Added |
| NBT Bank N A | 125,008 | $36.8M | 2.41% | −1,252−1.0% | Reduced |
| DKRT Investments Corp. | 125,000 | $36.8M | 9.32% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 119,379 | $36.5M | 2.20% | −16,358−12.1% | Reduced |
| Bridgeway Capital Management, LLC | 123,393 | $36.3M | 0.73% | +2,831+2.3% | Added |
| TruWealth Advisors, LLC | 123,130 | $36.2M | 1.74% | +4,865+4.1% | Added |
| Fred Alger Management, LLC | 121,944 | $35.9M | 0.16% | −11,869−8.9% | Reduced |
| KMG Fiduciary Partners, LLC | 121,421 | $35.7M | 2.64% | −1,170−1.0% | Reduced |
| Abner Herrman & Brock LLC | 121,356 | $35.7M | 3.95% | −454−0.4% | Reduced |
| First Fiduciary Investment Counsel, Inc. | 121,208 | $35.7M | 7.17% | −5,574−4.4% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 119,877 | $35.3M | 3.62% | −611−0.5% | Reduced |
| Payden & Rygel | 119,850 | $35.3M | 2.74% | −32,300−21.2% | Reduced |
| BLB&B Advisors, LLC | 119,678 | $35.2M | 1.45% | −6,427−5.1% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 118,474 | $34.9M | 2.22% | −1,244−1.0% | Reduced |
| Dodge & Cox | 118,455 | $34.8M | 0.02% | −5,950−4.8% | Reduced |
| Hamilton Capital Partners Inc. | 118,402 | $34.8M | 1.17% | +18,719+18.8% | Added |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 118,358 | $34.8M | 0.48% | +116,193+5,366.9% | Added |
| Susquehanna Portfolio Strategies, LLC | 118,349 | $34.8M | 0.52% | 00.0% | Unchanged |
| Dana Investment Advisors, Inc. | 118,349 | $34.8M | 1.04% | −3,886−3.2% | Reduced |
| Palisade Capital Management LLC | 118,301 | $34.8M | 1.16% | −1,948−1.6% | Reduced |
| Nicolet Bankshares Inc | 117,821 | $34.7M | 1.28% | +98,321+504.2% | Added |
| Woodbridge Co Ltd | 117,593 | $34.6M | 0.12% | 00.0% | Unchanged |
| Polaris Capital Management, LLC | 117,552 | $34.6M | 2.83% | +297+0.3% | Added |
| Patten & Patten Inc | 117,013 | $34.4M | 2.08% | −2,663−2.2% | Reduced |
| Adell Harriman & Carpenter Inc | 116,917 | $34.4M | 2.10% | +463+0.4% | Added |
| J.W. Cole Advisors, Inc. | 116,797 | $34.4M | 1.16% | −971−0.8% | Reduced |
| First Long Island Investors, LLC | 116,308 | $34.2M | 2.78% | −1,119−1.0% | Reduced |
| Stonebridge Capital Advisors LLC | 116,213 | $34.2M | 2.39% | −1,044−0.9% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 115,014 | $33.8M | 1.29% | +11,720+11.3% | Added |
| Texas Yale Capital Corp. | 114,636 | $33.7M | 0.96% | +2,524+2.3% | Added |