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; 5,158 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 | 5,158 | $643.7B |
| Q1 2026 | 5,103 | $572.0B |
| Q4 2025 | 5,154 | $639.5B |
| Q3 2025 | 4,765 | $618.0B |
| Q2 2025 | 4,752 | $582.4B |
| Q1 2025 | 4,679 | $494.6B |
| Q4 2024 | 4,680 | $490.0B |
| Q3 2024 | 4,215 | $429.4B |
| Q2 2024 | 4,181 | $416.2B |
| Q1 2024 | 4,120 | $414.5B |
| Q4 2023 | 4,001 | $351.8B |
| Q3 2023 | 3,710 | $297.0B |
| Q2 2023 | 3,672 | $297.6B |
| Q1 2023 | 3,612 | $266.3B |
| Q4 2022 | 3,628 | $278.3B |
| Q3 2022 | 3,395 | $212.9B |
| Q2 2022 | 3,427 | $229.3B |
| Q1 2022 | 3,519 | $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 |
|---|---|---|---|---|---|
| Albion Financial Group | 92,081 | $27.1M | 1.75% | −491−0.5% | Reduced |
| Sienna Gestion | 94,562 | $27.0M | 1.77% | −44,675−32.1% | Reduced |
| Avanza Fonder AB | 91,809 | $27.0M | 0.75% | −620−0.7% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 91,407 | $26.9M | 0.09% | −13,169−12.6% | Reduced |
| GHP Investment Advisors, Inc. | 90,901 | $26.7M | 1.10% | −1,379−1.5% | Reduced |
| GDS Wealth Management | 90,876 | $26.7M | 1.61% | +4,273+4.9% | Added |
| Leavell Investment Management, Inc. | 90,695 | $26.7M | 1.09% | +316+0.3% | Added |
| Pallas Capital Advisors LLC | 90,593 | $26.6M | 1.00% | −4,961−5.2% | Reduced |
| Greenleaf Trust | 90,465 | $26.6M | 0.26% | −3,661−3.9% | Reduced |
| Cullen Investment Group, Ltd. | 90,352 | $26.6M | 3.51% | −6,786−7.0% | Reduced |
| Dixon Mitchell Investment Counsel Inc. | 89,925 | $26.5M | 0.92% | −664−0.7% | Reduced |
| Cincinnati Financial Corp | 90,000 | $26.5M | 0.53% | 00.0% | Unchanged |
| Calamos Wealth Management LLC | 89,906 | $26.4M | 0.91% | +11,389+14.5% | Added |
| Banque Cantonale Vaudoise | 89,596 | $26.4M | 0.99% | +5,397+6.4% | Added |
| Barlow Wealth Partners, Inc. | 84,361 | $26.2M | 2.91% | −553−0.7% | Reduced |
| Rockland Trust Co | 88,609 | $26.1M | 1.04% | −3,515−3.8% | Reduced |
| Addenda Capital Inc. | 88,510 | $26.0M | 0.73% | +2,197+2.5% | Added |
| Fiduciary Group LLC | 87,657 | $25.8M | 2.20% | −761−0.9% | Reduced |
| Edge Wealth Management LLC | 87,312 | $25.7M | 4.39% | −221−0.3% | Reduced |
| Webster Bank, N. A. | 87,165 | $25.6M | 2.43% | −1,255−1.4% | Reduced |
| Rempart Asset Management Inc. | 86,860 | $25.6M | 5.37% | −877−1.0% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 86,802 | $25.5M | 0.44% | +5,403+6.6% | Added |
| Moran Wealth Management, LLC | 86,785 | $25.5M | 0.78% | −2,422−2.7% | Reduced |
| Westpac Banking Corp | 86,654 | $25.5M | 1.77% | −1,762−2.0% | Reduced |
| Arbejdsmarkedets Tillaegspension | 86,650 | $25.5M | 0.63% | +9,252+12.0% | Added |
| Northwestern Mutual Investment Management Company, LLC | 86,271 | $25.4M | 0.38% | −711−0.8% | Reduced |
| Kovitz Investment Group Partners, LLC | 86,090 | $25.3M | 0.59% | +4,108+5.0% | Added |
| Washington Trust Bank | 85,949 | $25.3M | 1.86% | −6,455−7.0% | Reduced |
| Cohen Capital Management, Inc. | 85,828 | $25.2M | 3.92% | +310+0.4% | Added |
| Anderson Hoagland & Co | 85,580 | $25.2M | 2.17% | −1,713−2.0% | Reduced |
| First American Trust, FSB | 85,121 | $25.0M | 1.68% | −10,380−10.9% | Reduced |
| Summitry LLC | 84,865 | $25.0M | 0.88% | +80,617+1,897.8% | Added |
| Knights of Columbus Asset Advisors LLC | 84,843 | $25.0M | 1.41% | +1,338+1.6% | Added |
| Trust Co of Virginia | 84,750 | $24.9M | 2.09% | −2,074−2.4% | Reduced |
| Baldwin Brothers Inc | 84,727 | $24.9M | 1.81% | −11,094−11.6% | Reduced |
| Oak Harvest Investment Services | 84,724 | $24.9M | 2.60% | +2,619+3.2% | Added |
| Ninety One SA (PTY) Ltd | 85,348 | $24.9M | 1.07% | +4,664+5.8% | Added |
| WCG Wealth Advisors LLC | 83,934 | $24.7M | 0.69% | +9,143+12.2% | Added |
| North Star Asset Management Inc | 83,929 | $24.7M | 1.07% | +2,827+3.5% | Added |
| Signaturefd, LLC | 83,876 | $24.7M | 0.38% | +1,716+2.1% | Added |
| Tritonpoint Wealth, LLC | 83,716 | $24.6M | 2.64% | −2,014−2.3% | Reduced |
| Ethic Inc. | 83,705 | $24.6M | 0.39% | +8,008+10.6% | Added |
| Westchester Capital Management, Inc. | 83,413 | $24.5M | 4.94% | +1,021+1.2% | Added |
| Dearborn Partners LLC | 83,156 | $24.5M | 1.32% | −757−0.9% | Reduced |
| Red Door Wealth Management, LLC | 83,085 | $24.4M | 2.54% | +965+1.2% | Added |
| Verdence Capital Advisors LLC | 82,926 | $24.4M | 1.42% | −2,382−2.8% | Reduced |
| Woodmont Investment Counsel LLC | 82,715 | $24.3M | 1.50% | +1,432+1.8% | Added |
| Ascent Group, LLC | 82,567 | $24.3M | 0.84% | −294−0.4% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 82,455 | $24.3M | 2.17% | +2,957+3.7% | Added |
| Motco | 82,422 | $24.2M | 2.24% | −782−0.9% | Reduced |
| Canandaigua National Corp | 82,359 | $24.2M | 2.17% | +82,359 | New |
| Montag A & Associates Inc | 82,267 | $24.2M | 1.12% | +2,786+3.5% | Added |
| Easterly Investment Partners LLC | 81,918 | $24.0M | 1.83% | +1,198+1.5% | Added |
| Rice Partnership, LLC | 81,428 | $24.0M | 3.27% | −18,096−18.2% | Reduced |
| Balyasny Asset Management LLC | 81,225 | $23.9M | 0.05% | −543,782−87.0% | Reduced |
| Aviance Capital Partners, LLC | 81,127 | $23.9M | 2.79% | −1,184−1.4% | Reduced |
| MUFG Securities Americas Inc. | 81,117 | $23.9M | 1.54% | +1,435+1.8% | Added |
| Dynamic Advisor Solutions LLC | 81,031 | $23.8M | 0.75% | +1,701+2.1% | Added |
| King Wealth | 80,885 | $23.8M | 2.98% | +486+0.6% | Added |
| OpenArc Corporate Advisory, LLC | 80,680 | $23.7M | 0.34% | +6,524+8.8% | Added |
| U.S. Capital Wealth Advisors, LLC | 80,498 | $23.7M | 0.60% | −5,461−6.4% | Reduced |
| JGP Wealth Management, LLC | 80,438 | $23.7M | 2.46% | −1,285−1.6% | Reduced |
| Meeder Advisory Services, Inc. | 80,435 | $23.7M | 0.99% | −485−0.6% | Reduced |
| Nixon Peabody Trust Co | 80,303 | $23.6M | 1.88% | −2,819−3.4% | Reduced |
| General American Investors Co Inc | 80,000 | $23.5M | 1.56% | 00.0% | Unchanged |
| Archon Partners LLC | 80,000 | $23.5M | 2.78% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 79,568 | $23.4M | 0.24% | +10,301+14.9% | Added |
| Burns J W & Co Inc | 79,158 | $23.3M | 2.67% | −390.0% | Reduced |
| Terry L. Blaker | 79,087 | $23.3M | 0.88% | −1,576−2.0% | Reduced |
| Venturi Wealth Management, LLC | 78,936 | $23.2M | 1.05% | +8,620+12.3% | Added |
| Thoroughbred Financial Services, LLC | 78,736 | $23.2M | 1.38% | −136−0.2% | Reduced |
| North Dakota State Investment Board | 78,718 | $23.2M | 1.00% | −16,556−17.4% | Reduced |
| AMG National Trust Bank | 78,306 | $23.0M | 0.50% | +11,144+16.6% | Added |
| Interval Partners, LP | 77,983 | $22.9M | 0.79% | +77,983 | New |
| Willis Investment Counsel | 77,879 | $22.9M | 1.25% | 00.0% | Unchanged |
| Biondo Investment Advisors, LLC | 77,714 | $22.9M | 2.93% | −2,233−2.8% | Reduced |
| M Holdings Securities, Inc. | 76,228 | $22.8M | 1.54% | +1,136+1.5% | Added |
| Cyndeo Wealth Partners, LLC | 77,504 | $22.8M | 1.20% | −18,485−19.3% | Reduced |
| Peak Asset Management, LLC | 77,171 | $22.7M | 4.00% | −1,940−2.5% | Reduced |
| Whitener Capital Management, Inc. | 76,870 | $22.6M | 5.16% | −895−1.2% | Reduced |
| SlateStone Wealth, LLC | 76,770 | $22.6M | 1.86% | −1,225−1.6% | Reduced |
| Courier Capital LLC | 76,710 | $22.6M | 1.26% | −1,761−2.2% | Reduced |
| Robertson Stephens Wealth Management, LLC | 76,645 | $22.5M | 0.63% | −22,000−22.3% | Reduced |
| Linscomb & Williams, Inc. | 76,567 | $22.5M | 1.00% | −19,484−20.3% | Reduced |
| Fairview Capital Investment Management, LLC | 76,541 | $22.5M | 1.22% | +71,120+1,311.9% | Added |
| Advisors Asset Management, Inc. | 76,505 | $22.5M | 0.37% | +593+0.8% | Added |
| Legacy Private Trust Co. | 76,373 | $22.5M | 1.39% | −1,389−1.8% | Reduced |
| Novare Capital Management LLC | 76,229 | $22.4M | 1.78% | −3,509−4.4% | Reduced |
| Baxter Bros Inc | 75,924 | $22.3M | 2.76% | −2,081−2.7% | Reduced |
| Charter Trust Co | 75,843 | $22.3M | 1.31% | −1,333−1.7% | Reduced |
| Atomi Financial Group, Inc. | 75,831 | $22.3M | 0.69% | −4,028−5.0% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 75,818 | $22.3M | 1.11% | −2,478−3.2% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 75,747 | $22.3M | 0.42% | +26,686+54.4% | Added |
| BTC Capital Management, Inc. | 75,725 | $22.3M | 1.51% | −1,431−1.9% | Reduced |
| Palisade Asset Management, LLC | 75,497 | $22.2M | 2.23% | +60+0.1% | Added |
| Siemens Fonds Invest GmbH | 75,431 | $22.2M | 1.27% | −2,556−3.3% | Reduced |
| Diversify Wealth Management, LLC | 71,589 | $22.1M | 0.40% | +38,634+117.2% | Added |
| United Asset Strategies, Inc. | 75,245 | $22.1M | 1.76% | +295+0.4% | Added |
| Circle Wealth Management, LLC | 74,900 | $22.0M | 0.31% | +2,149+3.0% | Added |
| Moneta Group Investment Advisors LLC | 74,785 | $22.0M | 0.17% | +468+0.6% | Added |