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 |
|---|---|---|---|---|---|
| Gotham Asset Management, LLC | 114,074 | $33.6M | 0.10% | +3,420+3.1% | Added |
| Shufro Rose & Co LLC | 113,998 | $33.5M | 2.29% | +340+0.3% | Added |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 113,536 | $33.4M | 1.17% | +9,279+8.9% | Added |
| Polar Capital Holdings Plc | 113,274 | $33.3M | 0.15% | +3,541+3.2% | Added |
| Capital Group Private Client Services, Inc. | 112,364 | $33.1M | 0.56% | −58,142−34.1% | Reduced |
| HBK Sorce Advisory LLC | 109,221 | $33.0M | 0.67% | −517−0.5% | Reduced |
| Private Capital Management, LLC | 111,946 | $32.9M | 3.35% | −390.0% | Reduced |
| Sit Investment Associates Inc | 111,901 | $32.9M | 0.67% | −254−0.2% | Reduced |
| Schwerin Boyle Capital Management Inc | 111,613 | $32.8M | 4.17% | −7,930−6.6% | Reduced |
| Nemes Rush Group LLC | 111,611 | $32.8M | 3.13% | +1,512+1.4% | Added |
| Talbot Financial, LLC | 111,268 | $32.7M | 2.75% | +2,976+2.7% | Added |
| ARS Wealth Advisors Group, LLC | 110,769 | $32.6M | 2.75% | +89+0.1% | Added |
| Osborne Partners Capital Management, LLC | 110,719 | $32.6M | 1.72% | +145+0.1% | Added |
| J.P. Marvel Investment Advisors, LLC | 110,541 | $32.5M | 4.61% | −146−0.1% | Reduced |
| Resources Management Corp | 110,493 | $32.5M | 4.31% | −71−0.1% | Reduced |
| Colonial Trust Advisors | 110,222 | $32.4M | 2.52% | −1,109−1.0% | Reduced |
| Hantz Financial Services, Inc. | 110,030 | $32.4M | 0.49% | −15,422−12.3% | Reduced |
| SCS Capital Management LLC | 109,846 | $32.3M | 0.34% | −7,233−6.2% | Reduced |
| Alley Investment Management Company, LLC | 109,753 | $32.3M | 3.93% | −8,217−7.0% | Reduced |
| Private Management Group Inc | 109,734 | $32.3M | 0.93% | −14,627−11.8% | Reduced |
| Culbertson A N & Co Inc | 109,485 | $32.2M | 4.18% | −4,082−3.6% | Reduced |
| Resources Investment Advisors, LLC. | 108,507 | $31.9M | 0.31% | −4,358−3.9% | Reduced |
| Evergreen Capital Management LLC | 108,359 | $31.9M | 0.69% | +13,814+14.6% | Added |
| Segall Bryant & Hamill, LLC | 108,328 | $31.9M | 0.46% | −1,517−1.4% | Reduced |
| Congress Asset Management Co | 107,601 | $31.7M | 0.23% | −966−0.9% | Reduced |
| Stillwater Capital Advisors, LLC | 107,261 | $31.6M | 3.60% | −1,758−1.6% | Reduced |
| Davis-Rea Ltd. | 107,234 | $31.5M | 8.22% | +20,292+23.3% | Added |
| Oak Associates, Ltd | 107,153 | $31.5M | 2.12% | −16,133−13.1% | Reduced |
| GAMMA Investing LLC | 107,065 | $31.5M | 1.47% | +1,691+1.6% | Added |
| NFJ Investment Group, LLC | 106,583 | $31.4M | 1.20% | −13,625−11.3% | Reduced |
| Verition Fund Management LLC | 106,536 | $31.3M | 0.30% | +13,494+14.5% | Added |
| Coldstream Capital Management Inc | 105,301 | $31.0M | 0.38% | +4,775+4.8% | Added |
| Freestone Capital Holdings, LLC | 105,286 | $31.0M | 0.94% | −303−0.3% | Reduced |
| Cary Street Partners Financial LLC | 105,196 | $30.9M | 0.77% | −2,592−2.4% | Reduced |
| Old National Bancorp | 105,080 | $30.9M | 0.52% | −2,596−2.4% | Reduced |
| Clear Harbor Asset Management, LLC | 105,052 | $30.9M | 2.14% | −405−0.4% | Reduced |
| ProVise Management Group, LLC | 104,455 | $30.7M | 2.21% | −1,517−1.4% | Reduced |
| Rossmore Private Capital | 104,011 | $30.6M | 2.70% | +2,574+2.5% | Added |
| Quadrature Capital Ltd | 103,990 | $30.6M | 0.36% | −226,175−68.5% | Reduced |
| Brookstone Capital Management | 103,901 | $30.6M | 0.35% | −3,708−3.4% | Reduced |
| Sumitomo Life Insurance Co | 103,662 | $30.5M | 0.72% | +8,058+8.4% | Added |
| Hosking Partners LLP | 103,645 | $30.5M | 1.09% | −501−0.5% | Reduced |
| Absher Wealth Management, LLC | 103,218 | $30.4M | 3.56% | −3,891−3.6% | Reduced |
| Rothschild Capital Partners, LLC | 103,093 | $30.3M | 7.47% | +923+0.9% | Added |
| Ashton Thomas Private Wealth, LLC | 102,974 | $30.3M | 0.72% | −1,583−1.5% | Reduced |
| Principal Securities, Inc. | 102,594 | $30.2M | 0.44% | +5,662+5.8% | Added |
| Lockheed Martin Investment Management Co | 102,170 | $30.1M | 1.10% | −134,100−56.8% | Reduced |
| Great Valley Advisor Group, Inc. | 101,729 | $29.9M | 0.54% | +3,552+3.6% | Added |
| Harvest Portfolios Group Inc. | 101,637 | $29.9M | 0.49% | +10,719+11.8% | Added |
| Manning & Napier Advisors LLC | 101,330 | $29.8M | 0.42% | −11,195−9.9% | Reduced |
| Callan Family Office, LLC | 100,923 | $29.7M | 0.67% | −3,319−3.2% | Reduced |
| Lyell Wealth Management, LP | 100,578 | $29.6M | 2.17% | −239−0.2% | Reduced |
| Diversified Trust Co | 100,511 | $29.6M | 0.55% | +75+0.1% | Added |
| Saudi Central Bank | 100,482 | $29.6M | 0.63% | +99,345+8,737.5% | Added |
| Empirical Finance, LLC | 100,238 | $29.5M | 1.39% | −258−0.3% | Reduced |
| Kornitzer Capital Management Inc | 100,064 | $29.4M | 0.63% | −2,126−2.1% | Reduced |
| Skopos Labs, Inc. | 99,972 | $29.4M | 0.92% | +23,800+31.2% | Added |
| Tower Research Capital LLC (TRC) | 99,893 | $29.4M | 0.76% | +1,979+2.0% | Added |
| Chicago Partners Investment Group LLC | 93,677 | $29.3M | 0.66% | +6,445+7.4% | Added |
| CAPROCK Group, Inc. | 99,656 | $29.3M | 0.71% | −4,349−4.2% | Reduced |
| Forbes J M & Co LLP | 99,612 | $29.3M | 2.48% | +1,046+1.1% | Added |
| First Foundation Advisors | 99,471 | $29.3M | 1.18% | +417+0.4% | Added |
| Bragg Financial Advisors, Inc | 99,368 | $29.2M | 0.92% | +3,260+3.4% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 99,312 | $29.2M | 2.43% | −239−0.2% | Reduced |
| CMT Capital Markets Trading GmbH | 98,586 | $29.0M | 13.36% | +98,586 | New |
| Mutual Advisors, LLC | 98,272 | $28.9M | 0.62% | −332−0.3% | Reduced |
| United Bank | 98,187 | $28.9M | 3.70% | −214−0.2% | Reduced |
| Yarbrough Capital, LLC | 97,875 | $28.8M | 1.01% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 97,564 | $28.7M | 0.35% | −272,638−73.6% | Reduced |
| Dorsey & Whitney Trust CO LLC | 97,369 | $28.6M | 1.58% | −1,404−1.4% | Reduced |
| Ballentine Partners, LLC | 97,334 | $28.6M | 0.40% | +612+0.6% | Added |
| Gillespie Robinson & Grimm Inc | 97,100 | $28.6M | 2.08% | −843−0.9% | Reduced |
| Azimuth Capital Investment Management LLC | 97,037 | $28.5M | 1.07% | −2,117−2.1% | Reduced |
| Ritholtz Wealth Management | 97,008 | $28.5M | 0.50% | −155−0.2% | Reduced |
| CWA Asset Management Group, LLC | 96,941 | $28.5M | 0.98% | −1,762−1.8% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 96,697 | $28.4M | 0.07% | −5,335−5.2% | Reduced |
| Tokio Marine Asset Management Co Ltd | 96,277 | $28.3M | 1.02% | +2,210+2.3% | Added |
| Trust Co of Toledo NA | 96,228 | $28.3M | 2.69% | −907−0.9% | Reduced |
| Guardian Partners Inc. | 95,888 | $28.3M | 2.36% | −4,930−4.9% | Reduced |
| Quadrant Capital Group LLC | 95,545 | $28.1M | 0.84% | +4,219+4.6% | Added |
| Birch Hill Investment Advisors LLC | 95,510 | $28.1M | 1.26% | −1,300−1.3% | Reduced |
| Callahan Advisors, LLC | 95,408 | $28.1M | 2.34% | −1,165−1.2% | Reduced |
| Level Four Advisory Services, LLC | 95,223 | $28.0M | 0.92% | −3,654−3.7% | Reduced |
| Trexquant Investment LP | 95,105 | $28.0M | 0.20% | −452−0.5% | Reduced |
| Titan Investment Solutions Ltd | 94,991 | $27.9M | 3.58% | +90,149+1,861.8% | Added |
| Bourgeon Capital Management LLC | 94,837 | $27.9M | 4.86% | +6,983+7.9% | Added |
| Assenagon Asset Management S.A. | 94,615 | $27.8M | 0.04% | −1,308−1.4% | Reduced |
| Boston Private Wealth LLC | 94,611 | $27.8M | 1.83% | −5,799−5.8% | Reduced |
| AustralianSuper Pty Ltd | 94,560 | $27.8M | 0.14% | −314,070−76.9% | Reduced |
| Northwest & Ethical Investments L.P. | 94,393 | $27.8M | 0.64% | +9,776+11.6% | Added |
| Beese Fulmer Investment Management, Inc. | 94,406 | $27.8M | 1.78% | +213+0.2% | Added |
| Grimes & Company, Inc. | 94,319 | $27.7M | 0.77% | −3,505−3.6% | Reduced |
| AlphaCore Capital LLC | 94,131 | $27.7M | 0.66% | −5,738−5.7% | Reduced |
| Cidel Asset Management Inc | 93,986 | $27.6M | 1.51% | +8,971+10.6% | Added |
| Harbour Trust & Investment Management Co | 93,370 | $27.5M | 2.91% | +1,380+1.5% | Added |
| Fort Sheridan Advisors LLC | 93,322 | $27.5M | 3.32% | +897+1.0% | Added |
| Independence Bank of Kentucky | 93,122 | $27.4M | 3.47% | +1,929+2.1% | Added |
| Wedbush Securities Inc | 92,574 | $27.2M | 0.79% | +3,165+3.5% | Added |
| Canada Post Corp Registered Pension Plan | 92,305 | $27.2M | 1.08% | −5,755−5.9% | Reduced |
| NLB Skladi, upravljanje premozenja, d.o.o. | 92,145 | $27.1M | 1.30% | −4,747−4.9% | Reduced |