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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

Q2 2026 vs. Q1 2026

How the institutions holding JPMorgan Chase & Co changed between Q1 2026 and Q2 2026.

All holders in Q2 2026All holders in Q1 2026

13F holders of JPM: Q1 2026 compared with Q2 2026
MeasureQ1 2026Of which not filed for Q2 2026Q2 2026Change
Holders5,103685,158+123
Shares1.95B6.09M1.97B+25.3M (+1.3%)
Value$572.0B$1.79B$643.7B+$73.4B (+12.9%)

68 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (237)

Institutions that held JPMorgan Chase & Co at the end of Q2 2026 but not at the end of Q1 2026.

Showing the largest 100 of 237 by value.

Institutions new to JPM in Q2 2026
InstitutionSharesValue% of portfolio
Norges Bank36,122,327$11.8B1.18%
Jupiter Topco LLC3,892,479$1.27B0.52%
Nykredit A/S709,840$232.4M0.89%
Altshuler Shaham Ltd360,000$117.8M1.47%
Evelyn Partners Group Ltd357,839$117.1M2.19%
Mutual of America Capital Management LLC303,176$99.2M0.97%
IMC-Chicago, LLC279,599$91.5M0.84%
Longaeva Partners L.P.254,986$83.5M2.41%
Point72 Asset Management, L.P.239,772$78.5M0.12%
Trust Co of Vermont215,608$70.6M2.63%
Harding Loevner LP181,377$59.4M0.56%
Global Retirement Partners, LLC127,872$41.9M0.64%
SS&H Financial Advisors, Inc.104,790$34.3M8.77%
BSN Capital Partners Ltd100,000$33.3M1.51%
Thomasville National Bank101,633$33.3M1.83%
Canandaigua National Bank & Trust Co81,950$26.8M2.26%
CTC LLC81,497$26.7M1.57%
Logan Capital Management Inc69,053$22.6M0.84%
TriCert Investment Counsel Inc.64,298$21.0M1.96%
Cape Cod Five Cents Savings Bank62,804$20.6M1.67%
Quantitative Investment Management, LLC53,263$17.4M1.90%
LDIC Inc.51,698$16.9M10.60%
Axxion S.A.44,349$14.5M1.04%
IFG Advisory, LLC43,108$14.1M0.49%
Liontrust Investment Partners LLP41,143$13.5M0.20%
Bellars Harris Wealth Management, LLC39,817$13.0M2.65%
Moore Capital Management, LP37,008$12.1M0.28%
Mirova US LLC31,658$10.4M0.11%
Temasek Holdings (Private) Ltd29,588$9.69M0.03%
Liberty Capital Management, Inc.27,048$8.85M1.52%
Mirae Asset Securities (USA) Inc.25,083$8.21M0.37%
Bridgewater Associates, LP23,548$7.71M0.03%
Markowski Investments22,514$7.37M1.62%
Entropy Technologies, LP22,416$7.34M0.29%
Daniel Investment Group, Inc.21,906$7.17M4.25%
LMR Partners LLP18,511$6.06M0.04%
Worth Financial Advisory Group, LLC15,893$5.20M2.17%
Campbell & CO Investment Adviser LLC13,733$4.50M0.24%
Lionhunter Capital Management, LLC12,558$4.11M1.85%
Compass Financial Management LLC11,737$4.01M0.49%
Keeler Thomas Management LLC11,667$3.82M1.35%
NBH Bank11,166$3.65M1.54%
Stonebridge Financial Group, LLC10,963$3.59M0.50%
Vaquero Private Wealth, Ltd9,767$3.20M0.66%
Yukon Wealth Management, Inc.9,039$2.96M0.85%
Platform Wealth Management, LLC8,613$2.82M1.03%
Deane Retirement Strategies, Inc.8,280$2.71M1.15%
Miller Financial Services LLC7,673$2.51M2.03%
Vantus Wealth LLC7,315$2.39M1.28%
Lombard Odier Asset Management (Europe) Ltd6,563$2.15M0.09%
Action Point Financial Planning, LLC6,411$2.09M0.21%
Capstone Triton Financial Group, LLC6,202$2.03M1.17%
Virtu Financial LLC6,202$2.03M0.06%
Willow Creek Capital Management, Inc.6,122$2.00M1.95%
REYL & Cie S.A.6,750$1.99M2.30%
Bridgefront Capital, LLC5,885$1.93M0.51%
Maloon Powers Pitre Higgins & Dennehy, LLC5,870$1.92M0.66%
Oak Barrel Wealth Advisory LLC5,865$1.92M0.85%
Prairie Advisory, LLC5,467$1.79M0.43%
Metatron Capital SICAV plc - Metatron Long Term Equity Fund5,400$1.77M0.87%
Bamco Inc5,300$1.73M0.00%
Quantum Financial Partners LLC5,194$1.70M0.87%
Polar Asset Management Partners Inc.5,043$1.65M0.03%
Maxele Advisors, LLC4,683$1.53M1.07%
Evanson Financial, LLC4,623$1.51M0.07%
Operose Advisors LLC4,291$1.40M0.27%
Elevated Private Wealth, LLC4,255$1.39M1.33%
Burnham & Co LLC3,955$1.29M1.04%
EntryPoint Capital, LLC3,929$1.29M0.31%
Langley Wealth Management, LLC3,799$1.24M1.21%
Puff Wealth Management, LLC3,650$1.19M1.22%
Rasp Wealth Solutions, LLC3,620$1.18M0.39%
Aegis Wealth Management LLC3,605$1.18M0.55%
Richmond Brothers, Inc.3,459$1.13M0.59%
Tenet Wealth Partners, LLC3,118$1.11M0.83%
Core Capital Management & Research, inc.3,102$1.11M0.58%
Rose Capital Advisors LLC3,234$1.06M0.57%
Serenus Wealth Advisors, LLC3,095$1.01M0.18%
Mission Financial Group, LLC2,975$973.9K0.81%
PDT Partners, LLC2,900$949.3K0.05%
Bayesian Capital Management, LP2,900$949.3K0.61%
Barometer Capital Management Inc.2,900$945.0K0.26%
Caitong International Asset Management Co., Ltd2,876$941.4K0.13%
Constant Guidance Financial LLC2,802$917.2K0.58%
Quattro Financial Advisors LLC2,800$916.5K0.20%
Flow Traders U.S. LLC2,614$856.0K0.04%
Capital Markets Trading UK LLP2,564$839.0K0.60%
Anchor Bay Capital, Inc.2,132$767.2K0.41%
Teucrium Investment Advisors, LLC2,343$766.9K0.68%
Gimbal Financial2,290$749.7K0.48%
RTD Financial Advisors, Inc.2,240$733.2K0.08%
Allied Private Wealth LLC2,188$723.7K0.46%
Copper Harbor Investment Advisors, LLC2,196$718.8K0.15%
Saranac Partners Ltd2,171$710.6K0.23%
Alongside, LLC2,135$699.0K0.13%
NovaPoint Capital, LLC2,111$690.9K0.14%
Capstone Wealth Management Group, Inc.2,039$667.6K0.40%
MW Advisory, LLC1,942$635.7K0.25%
Toews Corp1,799$588.9K0.09%
Quantessence Capital LLC1,746$571.5K1.68%

Sold out (114)

Institutions that held JPMorgan Chase & Co at the end of Q1 2026 and filed for Q2 2026 without it.

Showing the largest 100 of 114 by value.

Institutions that sold out of JPM in Q2 2026
InstitutionShares, Q1 2026Value, Q1 2026
Livforsakringsbolaget Skandia, Omsesidigt200,900$59.1M
Sculptor Capital LP164,800$48.5M
Jain Global LLC153,753$45.2M
Crake Asset Management LLP129,019$38.0M
Susquehanna Portfolio Strategies, LLC118,349$34.8M
CMT Capital Markets Trading GmbH98,586$29.0M
DuPont Capital Management Corp67,065$19.7M
Gemsstock Limited63,400$18.6M
Cincinnati Casualty Co46,500$13.7M
Cincinnati Specialty Underwriters Insurance CO46,500$13.7M
Evoke Wealth, LLC39,316$11.6M
Ally Financial Inc.33,000$9.71M
BW Gestao de Investimentos Ltda.30,020$8.83M
ExodusPoint Capital Management, LP28,046$8.25M
Group One Trading, L.P.26,729$7.86M
Beacon Harbor Wealth Advisors, Inc.25,495$7.50M
Dnca Finance20,000$5.88M
Oasis Advisors, LLC19,779$5.82M
Kettle Hill Capital Management, LLC19,052$5.60M
SummitTX Capital, L.P.15,938$4.69M
Niles Investment Management, LLC15,646$4.60M
Blue Capital, Inc.14,508$4.27M
Freemont Management S.A.13,500$3.97M
Gladius Capital Management LP12,541$3.69M
ADAPT Investment Managers SA12,329$3.63M
Wolverine Asset Management LLC11,888$3.50M
Bank of Jackson Hole Trust10,988$3.23M
Alphadyne Asset Management LP10,721$3.15M
Neumann Capital Management, LLC9,786$2.88M
Chapman Investment Management, LLC9,521$2.80M
Absolute Gestao de Investimentos Ltda.9,000$2.65M
Vivaldi Capital Management, LLC8,869$2.61M
Cavalier Investments, LLC8,249$2.43M
Weiss Asset Management LP7,670$2.26M
Limestone Investment Advisors LP6,652$1.96M
Pinnacle Wealth Management, LLC5,877$1.73M
Dorsey Wright & Associates5,862$1.72M
Barden Capital Management, Inc.5,772$1.70M
Coastal Investment Advisors, Inc.5,691$1.67M
Sander Capital Advisors Inc5,375$1.58M
BIT Capital GmbH5,076$1.49M
Pathfinder Wealth Consulting, Inc.4,376$1.29M
Manatuck Hill Partners, LLC4,000$1.18M
a16z Perennial Management, L.P.3,789$1.11M
Carmignac Gestion3,308$973.1K
RBA Wealth Management, LLC3,142$924.2K
Maimon Wealth Management Ltd.3,016$855.9K
Perbak Capital Partners LLP2,811$826.9K
Breakthru Advisory Services, LLC2,553$751.0K
Sassicaia Capital Advisers LLC2,500$735.4K
Moody Aldrich Partners LLC2,324$683.5K
LGL Partners, LLC2,091$615.2K
Redwood Wealth Management Group, LLC2,018$593.8K
One River Asset Management, LLC1,993$586.3K
Garton & Associates Financial Advisors LLC1,886$554.9K
Allie Family Office LLC1,791$526.8K
Polymer Capital Management (HK) LTD1,659$488.0K
Clear Street Markets LLC1,573$462.7K
Axim Planning & Wealth1,544$454.2K
AdvisorShares Investments LLC1,490$438.3K
Strategic Financial Concepts, LLC1,442$421.3K
Mad River Investors1,417$416.8K
Resolute Partners Group1,413$415.6K
Polymer Capital Management (US) LLC1,187$349.2K
Clayton Financial Group LLC1,170$344.2K
Tandem Investment Advisors, Inc.1,164$342.4K
Bellwether Advisors, LLC1,155$339.8K
Mirabella Financial Services LLP1,137$334.5K
Rochester Wealth Strategies, LLC1,112$327.1K
Northland Securities, Inc.1,104$324.8K
Capital Asset Managemnet, LLC1,087$319.8K
Jackson Wealth Management, LLC1,059$312.0K
TrueWealth Financial Partners1,060$311.8K
Mountain Capital Investment Advisors, Inc965$300.9K
Counterpoint Mutual Funds LLC1,018$299.5K
New Harbor Financial Group, LLC1,017$299.2K
McGrath & Associates, Inc.996$293.0K
Timothy G. Youngquist 2020 Irrevocable Trust962$283.0K
ETF Store, Inc.951$279.9K
Patton Fund Management, Inc.941$276.8K
Lombard Odier Asset Management (USA) Corp922$271.2K
Mraz, Amerine & Associates, Inc.912$268.2K
Parrish Capital LLC848$249.4K
Cornerstone Advisors Asset Management, LLC842$247.7K
Newport Capital Group, LLC838$246.5K
Peak Financial Management, Inc.778$229.1K
ICONIQ Capital, LLC778$228.9K
Tfo-TDC, LLC778$228.9K
Impact Investors, Inc767$225.5K
Grand Wealth Management, LLC746$219.3K
East Coast Asset Management, LLC.739$217.4K
Teza Capital Management LLC725$213.3K
Dynamic Technology Lab Private Ltd724$213.0K
Pinnacle Family Advisors, LLC702$206.4K
AAFCPAs Wealth Management, LLC693$204.0K
Breachway Investments LLC683$201.7K
Passive Capital Management, LLC.680$200.0K
Hamilton Capital Partners, LLC680$200.0K
Itau Unibanco Holding S.A.484$142.4K
Curio Wealth, LLC480$141.1K

Not filed for Q2 2026 yet (68)

Institutions that held JPMorgan Chase & Co at the end of Q1 2026 and haven't filed a 13F for Q2 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding JPM in Q1 2026 that haven't filed for Q2 2026
InstitutionShares, Q1 2026Value, Q1 2026
Janus Henderson Group PLC4,175,138$1.23B
CWM, LLC550,203$161.8M
Evelyn Partners Investment Management LLP286,422$84.3M
TruWealth Advisors, LLC123,130$36.2M
Skopos Labs, Inc.99,972$29.4M
Canandaigua National Corp82,359$24.2M
U.S. Capital Wealth Advisors, LLC80,498$23.7M
Farmers Trust Co61,613$18.1M
Exencial Wealth Advisors, LLC60,711$17.9M
Vantage Investment Partners, LLC58,074$17.1M
Jaffetilchin Investment Partners, LLC49,723$14.6M
GM Advisory Group, Inc.39,273$11.6M
Journey Strategic Wealth LLC37,493$11.0M
Evelyn Partners Investment Management Services Ltd32,754$9.63M
VectorGlobal IAG, Inc.30,900$9.09M
Sunbelt Securities, Inc.27,562$8.11M
Mill Creek Capital Advisors, LLC27,010$7.95M
Moseley Investment Management Inc18,301$5.38M
Richard Bernstein Advisors LLC17,934$5.28M
Stillwater Wealth Management Group15,547$4.57M
Gibbs Wealth Management15,177$4.47M
Jackson Hole Capital Partners, LLC14,315$4.21M
Bedell Frazier Investment Counseling, LLC13,836$4.07M
Evelyn Partners Investment Management (Europe) Ltd13,803$4.06M
Capital Planning Advisors, LLC11,040$3.25M
TSG Advice Partners, LLC10,563$3.11M
Cfo Capital Management LLC10,008$2.87M
Charter Oak Capital Management, LLC9,293$2.73M
Claris Financial LLC9,121$2.68M
Signet Financial Management, LLC9,032$2.66M
RoundAngle Advisors LLC8,623$2.54M
Leo Wealth, LLC7,847$2.31M
McIlrath & Eck, LLC6,936$2.04M
Sandbox Financial Partners, LLC5,750$1.69M
Canandaigua National Trust Co of Florida4,979$1.46M
MLP3, LLC4,960$1.46M
Smart Portfolios, LLC4,730$1.39M
Evanson Asset Management, LLC4,623$1.36M
Reflection Asset Management4,285$1.27M
Trask Adam Roland3,955$1.16M
TCFG Wealth Management, LLC3,393$998.0K
DGS Capital Management, LLC2,763$812.8K
Arcadia Investment Management Corp2,752$809.5K
Catalina Capital Group, LLC2,528$743.7K
First Affirmative Financial Network2,521$741.6K
Coordinated Financial Services, Inc.2,341$688.8K
Efficient Advisors, LLC2,214$651.3K
Capstone Wealth Management Group LLC2,203$648.1K
Signature Wealth Management Group2,063$606.9K
Millington Securities, LLC1,935$569.1K
Fortress Financial Solutions, LLC1,849$543.8K
North Ridge Wealth Advisors, Inc.1,710$503.0K
Omnitrust Wealth Management, Inc1,673$492.1K
Financially in Tune, LLC1,130$332.4K
Anfield Capital Management, LLC976$287.0K
Coastline Complete Wealth LLC881$259.3K
Evelyn Partners Asset Management Ltd805$236.8K
Capital Developers, LLC779$229.2K
Sterling Manor Financial, LLC722$212.4K
Opes Wealth Management LLC716$210.7K
Red Tortoise LLC411$121.0K
Financial Connections Group, Inc.387$113.0K
Sofos Investments, Inc.382$112.4K
Tanaka Capital Management Inc188$55.0K
My Portfolio Guide, LLC173$50.8K
Horizons Wealth Management125$36.8K
Sapience Investments, LLC30$8.82K
USA Financial Portformulas Corp3$882