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, Q2 2026
Institutional positions in JPMorgan Chase & Co as of Jun 30, 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
- 5,157
- +123 vs. Q1 2026
- Shares held
- 1.97B
- +25.3M (+1.3%) vs. Q1 2026
- Total value
- $643.7B
- +$73.4B (+12.9%) vs. Q1 2026
- New holders
- 237
- 2,266 more added
- Sold out
- 114
- 2,117 more reduced
68 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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 | 5,102 | $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 | 4,679 | $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 | 3,711 | $297.0B |
| Q2 2023 | 3,672 | $297.6B |
| Q1 2023 | 3,612 | $266.3B |
| Q4 2022 | 3,629 | $278.3B |
| Q3 2022 | 3,396 | $212.9B |
| Q2 2022 | 3,428 | $229.3B |
| Q1 2022 | 3,519 | $278.9B |
| Q4 2021 | 3,594 | $330.1B |
| Q3 2021 | 3,239 | $342.0B |
| Q2 2021 | 3,246 | $329.3B |
| Q1 2021 | 3,218 | $330.3B |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding JPMorgan Chase & Co; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avid Wealth Partners LLC | 2,211 | $723.7K | 0.35% | −151−6.4% | Reduced |
| Wealth Advisors Northwest LLC | 2,213 | $724.5K | 0.25% | +144+7.0% | Added |
| Gratus Wealth Advisors, LLC | 2,213 | $724.5K | 0.09% | −64−2.8% | Reduced |
| Compton Financial Group, LLC | 2,214 | $724.8K | 0.14% | 00.0% | Unchanged |
| Copley Financial Group, Inc. | 2,218 | $726.0K | 0.44% | −481−17.8% | Reduced |
| Southern Capital Advisors, LLC | 2,218 | $726.1K | 0.30% | +10+0.5% | Added |
| Dynamic Wealth Strategies, LLC | 2,220 | $726.7K | 0.39% | +39+1.8% | Added |
| Wealthcare Capital Management LLC | 2,222 | $727.3K | 0.07% | −7−0.3% | Reduced |
| Oxbow Advisors, LLC | 2,226 | $728.7K | 0.06% | +1,224+122.2% | Added |
| Vilga Financial Planning LLC | 2,229 | $729.6K | 0.55% | +48+2.2% | Added |
| OneAscent Investment Solutions LLC | 2,231 | $730.3K | 0.69% | −78−3.4% | Reduced |
| Darwin Advisors, LLC | 2,235 | $731.9K | 0.20% | +52+2.4% | Added |
| RTD Financial Advisors, Inc. | 2,240 | $733.2K | 0.08% | +2,240 | New |
| Pitti Group Wealth Management, LLC | 2,240 | $733.2K | 0.53% | +2+0.1% | Added |
| Reuter James Wealth Management, LLC | 2,241 | $733.4K | 0.10% | −5−0.2% | Reduced |
| Decker Wealth Management LLC | 2,241 | $733.5K | 0.16% | 00.0% | Unchanged |
| Safe Harbor Fiduciary, LLC | 2,242 | $733.9K | 0.57% | +4+0.2% | Added |
| M1 Capital Management LLC | 2,242 | $734.0K | 0.27% | −6−0.3% | Reduced |
| Beacon Bridge Wealth Partners, LLC | 2,243 | $734.2K | 0.21% | +293+15.0% | Added |
| LifeGoal Wealth Advisors | 2,243 | $734.2K | 0.34% | +383+20.6% | Added |
| Bell Investment Advisors, Inc | 2,246 | $735.2K | 0.11% | +3+0.1% | Added |
| CBIZ Investment Advisory Services, LLC | 2,500 | $735.4K | 0.03% | 00.0% | Unchanged |
| J2 Capital Management Inc | 2,247 | $735.4K | 0.49% | +902+67.1% | Added |
| Waycross Partners, LLC | 2,247 | $735.5K | 0.06% | 00.0% | Unchanged |
| Opus Capital Group, LLC | 2,248 | $736.0K | 0.07% | −51−2.2% | Reduced |
| Sachetta, LLC | 2,252 | $737.1K | 0.36% | +48+2.2% | Added |
| Beirne Wealth Consulting Services, LLC | 2,252 | $737.1K | 0.15% | −134−5.6% | Reduced |
| Vista Private Wealth Partners. LLC | 2,044 | $741.5K | 0.24% | +125+6.5% | Added |
| Piedmont Capital Management, LLC | 2,268 | $742.4K | 0.45% | −147−6.1% | Reduced |
| Ehrenkranz Partners L.P. | 2,268 | $742.4K | 0.43% | 00.0% | Unchanged |
| Wisconsin Wealth Advisors, LLC | 2,273 | $743.9K | 0.64% | −112−4.7% | Reduced |
| Leigh Baldwin & Co., LLC | 2,274 | $744.4K | 0.40% | +15+0.7% | Added |
| Kaizen Financial Strategies | 2,230 | $745.1K | 0.29% | −134−5.7% | Reduced |
| LongView Wealth Management | 2,276 | $745.1K | 0.19% | −685−23.1% | Reduced |
| Able Wealth Management LLC | 2,278 | $745.5K | 0.17% | +473+26.2% | Added |
| Foresight Global Investors, Inc. | 2,278 | $745.7K | 0.45% | 00.0% | Unchanged |
| CMG Global Holdings, LLC | 2,281 | $746.6K | 0.32% | +3+0.1% | Added |
| Navigate Wealth Management, LLC | 2,192 | $747.7K | 0.46% | +1,435+189.6% | Added |
| Synergy Investment Management, LLC | 2,217 | $747.9K | 0.18% | +1,148+107.4% | Added |
| IFS Group,LLC | 2,287 | $748.6K | 1.03% | −297−11.5% | Reduced |
| Rik Saylor Financial, Inc. | 2,288 | $749.0K | 0.50% | +125+5.8% | Added |
| Gimbal Financial | 2,290 | $749.7K | 0.48% | +2,290 | New |
| SMART Wealth LLC | 2,290 | $749.7K | 0.16% | −165−6.7% | Reduced |
| MontVue Capital Management, Inc. | 2,301 | $753.2K | 0.43% | +1,015+78.9% | Added |
| Watershed Private Wealth LLC | 2,302 | $753.5K | 0.21% | −1,126−32.8% | Reduced |
| American Investment Services, Inc. | 2,302 | $753.5K | 0.16% | 00.0% | Unchanged |
| Detalus Advisors, LLC | 2,303 | $753.9K | 0.15% | −323−12.3% | Reduced |
| Swan Global Investments, LLC | 2,304 | $754.2K | 0.03% | +240+11.6% | Added |
| Broadway Wealth Solutions, Inc. | 2,306 | $754.9K | 0.35% | +26+1.1% | Added |
| Ellsworth Advisors, LLC | 2,178 | $755.5K | 0.12% | +1,083+98.9% | Added |
| Clune & Associates, Ltd. | 2,309 | $755.8K | 0.11% | −953−29.2% | Reduced |
| Connecticut Capital Management Group, LLC | 2,312 | $756.8K | 0.61% | 00.0% | Unchanged |
| Squire Investment Management Company, LLC | 2,313 | $757.1K | 0.18% | +28+1.2% | Added |
| Wagner Wealth Management, Corp | 2,318 | $758.8K | 0.61% | +2+0.1% | Added |
| Ariston Services Group | 2,321 | $759.7K | 0.42% | +2,321 | Added |
| Corps Capital Advisors, LLC | 2,330 | $762.7K | 0.62% | 00.0% | Unchanged |
| Drum Hill Capital, LLC | 2,334 | $764.0K | 0.78% | −17−0.7% | Reduced |
| Silver Coast Investments LLC | 2,335 | $764.3K | 0.23% | +19+0.8% | Added |
| Rexford Capital Inc | 2,339 | $765.6K | 0.47% | +43+1.9% | Added |
| Sterling Financial Planning, Inc. | 2,343 | $766.9K | 0.21% | +357+18.0% | Added |
| Teucrium Investment Advisors, LLC | 2,343 | $766.9K | 0.68% | +2,343 | New |
| Anchor Bay Capital, Inc. | 2,132 | $767.2K | 0.41% | +2,132 | New |
| Clean Yield Group | 2,347 | $768.2K | 0.19% | +139+6.3% | Added |
| Jump Financial, LLC | 2,355 | $770.9K | 0.01% | −8,025−77.3% | Reduced |
| SLT Holdings LLC | 2,360 | $772.5K | 0.49% | −61−2.5% | Reduced |
| Sharp Financial Services, LLC | 2,362 | $773.0K | 0.36% | −98−4.0% | Reduced |
| Paul Damon & Associates, Inc. | 2,362 | $773.2K | 0.30% | −34−1.4% | Reduced |
| Waterford Advisors, LLC | 2,367 | $774.8K | 0.21% | +154+7.0% | Added |
| Awm Capital, LLC | 2,367 | $774.9K | 0.06% | +351+17.4% | Added |
| Viewpoint Capital Management LLC | 2,368 | $775.1K | 0.39% | −2,712−53.4% | Reduced |
| Legend Capital Advisors LLC | 2,374 | $777.1K | 0.42% | 00.0% | Unchanged |
| Atlas Private Wealth Advisors | 2,382 | $779.8K | 0.17% | −2−0.1% | Reduced |
| Retirement Planning Group, LLC | 2,385 | $780.8K | 0.43% | +174+7.9% | Added |
| Wealth Watch Advisors, INC | 2,388 | $781.7K | 0.25% | +386+19.3% | Added |
| 6th Street Advisors, LLC | 2,390 | $782.3K | 0.45% | +55+2.4% | Added |
| Tuttle Tactical Management | 2,391 | $782.6K | 0.53% | 00.0% | Unchanged |
| Coco Enterprises, LLC | 2,357 | $786.6K | 0.40% | 00.0% | Unchanged |
| Charter Research & Investment Group, Inc. | 2,406 | $787.7K | 0.48% | 00.0% | Unchanged |
| Catalyst Private Wealth, LLC | 2,407 | $787.9K | 0.38% | +47+2.0% | Added |
| Private Wealth Management Group, LLC | 2,407 | $787.9K | 0.18% | +200+9.1% | Added |
| Arbor Investment Advisors, LLC | 2,409 | $788.6K | 0.09% | +4+0.2% | Added |
| Broderick Brian C | 2,410 | $788.9K | 0.12% | −150−5.9% | Reduced |
| Wise Wealth Partners | 2,415 | $790.5K | 1.34% | 00.0% | Unchanged |
| Good Harbor Advisors, Inc. | 2,423 | $793.3K | 0.78% | −252−9.4% | Reduced |
| Rockbridge Capital Management LLC | 2,424 | $793.4K | 0.52% | 00.0% | Unchanged |
| Compass Financial Group, INC | 2,427 | $794.4K | 0.09% | −10.0% | Reduced |
| Mascagni Wealth Management, Inc. | 2,428 | $794.7K | 0.49% | +1,576+185.0% | Added |
| AMG Asset Management Group, Inc. | 2,428 | $794.8K | 0.50% | +80+3.4% | Added |
| True Link Financial Advisors, LLC | 2,434 | $796.7K | 0.05% | −4−0.2% | Reduced |
| Horizon Bancorp Inc | 2,434 | $797.0K | 0.37% | −102−4.0% | Reduced |
| New Insight Wealth Advisors | 2,437 | $797.7K | 0.24% | −66−2.6% | Reduced |
| Jacobs & Co | 2,444 | $799.0K | 0.07% | +13+0.5% | Added |
| Genesis Private Wealth, LLC | 2,443 | $799.8K | 0.22% | −84−3.3% | Reduced |
| Clay Northam Wealth Management, LLC | 2,447 | $801.0K | 0.39% | 00.0% | Unchanged |
| Entelevest, LLC | 2,458 | $804.6K | 0.70% | +139+6.0% | Added |
| Values Added Financial LLC | 2,463 | $806.2K | 0.29% | +155+6.7% | Added |
| Tactive Advisors, LLC | 2,465 | $807.0K | 0.20% | −50−2.0% | Reduced |
| jvl associates llc | 2,466 | $807.2K | 0.23% | +38+1.6% | Added |
| S&T Bank | 2,467 | $807.5K | 0.24% | −32−1.3% | Reduced |
| Fedenia Advisers LLC | 2,468 | $807.9K | 0.19% | −102−4.0% | Reduced |