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
- +122 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
- 236
- 2,267 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 | 5,103 | $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, 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 |
|---|---|---|---|---|---|
| Bond & Devick Financial Network, Inc. | 2,966 | $970.9K | 0.24% | 00.0% | Unchanged |
| Integris Wealth Management, LLC | 2,969 | $971.7K | 0.20% | +841+39.5% | Added |
| Signet Private Wealth LLC | 2,973 | $973.3K | 0.78% | −58−1.9% | Reduced |
| Mission Financial Group, LLC | 2,975 | $973.9K | 0.81% | +2,975 | New |
| Analyst IMS Investment Management Services Ltd. | 2,978 | $975.0K | 0.02% | −988−24.9% | Reduced |
| Paragon Capital Management Ltd | 2,982 | $976.4K | 0.18% | +14+0.5% | Added |
| Pursuit Wealth Strategies, LLC | 2,984 | $976.8K | 1.27% | −269−8.3% | Reduced |
| Miramontes Capital, LLC | 2,991 | $979.0K | 0.30% | −36−1.2% | Reduced |
| Verus Financial Partners, Inc. | 2,992 | $979.3K | 0.08% | −39−1.3% | Reduced |
| Ehrlich Financial Group | 2,993 | $979.8K | 0.50% | −56−1.8% | Reduced |
| American Capital Advisory, LLC | 2,995 | $980.4K | 0.36% | −42−1.4% | Reduced |
| Holos Integrated Wealth LLC | 2,894 | $981.7K | 0.46% | −17−0.6% | Reduced |
| CapWealth Advisors, LLC | 3,000 | $982.0K | 0.07% | +27+0.9% | Added |
| Mindset Wealth Management, LLC | 3,001 | $982.3K | 0.19% | −96−3.1% | Reduced |
| Invested Advisors | 3,018 | $987.9K | 0.87% | −182−5.7% | Reduced |
| Collective Family Office LLC | 3,030 | $991.8K | 0.20% | −150−4.7% | Reduced |
| Successful Portfolios LLC | 2,952 | $992.1K | 0.46% | −91−3.0% | Reduced |
| Financial Enhancement Group LLC | 3,031 | $992.1K | 0.12% | +93+3.2% | Added |
| MOR Wealth Management, LLC | 3,031 | $992.1K | 0.40% | +1,622+115.1% | Added |
| Genesis Financial Group, LLC | 3,033 | $992.9K | 0.65% | −44−1.4% | Reduced |
| Driehaus Capital Management LLC | 3,034 | $993.1K | 0.01% | 00.0% | Unchanged |
| Mogy Joel R Investment Counsel Inc | 3,040 | $995.1K | 0.06% | 00.0% | Unchanged |
| Investmark Advisory Group LLC | 3,040 | $995.1K | 0.38% | +7+0.2% | Added |
| Acorns Advisers, LLC | 3,042 | $996.0K | 0.01% | +348+12.9% | Added |
| Cornerstone Financial Management LLC | 3,046 | $997.0K | 0.80% | −130−4.1% | Reduced |
| Laraway Financial Inc | 3,046 | $997.0K | 0.61% | 00.0% | Unchanged |
| BNB Wealth Management, LLC | 3,046 | $997.1K | 0.55% | −82−2.6% | Reduced |
| Wealthgarden F.S. LLC | 3,049 | $998.0K | 0.57% | +11+0.4% | Added |
| Measured Wealth Private Client Group, LLC | 3,051 | $998.7K | 0.24% | −268−8.1% | Reduced |
| Greater Midwest Financial Group, LLC | 3,062 | $1.00M | 0.50% | +10+0.3% | Added |
| Elevation Wealth Management LLC | 3,074 | $1.01M | 0.75% | +29+1.0% | Added |
| Joule Financial, LLC | 3,079 | $1.01M | 0.27% | −268−8.0% | Reduced |
| Hillcrest Wealth Advisors - NY, LLC | 3,080 | $1.01M | 0.36% | +85+2.8% | Added |
| Byrne Financial Freedom, LLC | 3,080 | $1.01M | 0.39% | −51−1.6% | Reduced |
| Dogwood Wealth Management LLC | 3,081 | $1.01M | 0.40% | −929−23.2% | Reduced |
| National Wealth Management Group, LLC | 3,086 | $1.01M | 0.31% | −265−7.9% | Reduced |
| Absolute Capital Management, LLC | 3,087 | $1.01M | 0.25% | 00.0% | Unchanged |
| Financial Insights, Inc. | 3,089 | $1.01M | 0.27% | +602+24.2% | Added |
| Serenus Wealth Advisors, LLC | 3,095 | $1.01M | 0.18% | +3,095 | New |
| ARK & TLK Investments, LLC | 3,096 | $1.01M | 0.25% | −2,909−48.4% | Reduced |
| Arbor Wealth Advisors LLC | 3,096 | $1.01M | 0.62% | 00.0% | Unchanged |
| Riverstone Advisors, LLC | 3,100 | $1.01M | 0.42% | +366+13.4% | Added |
| Cohen & Steers, Inc. | 3,100 | $1.01M | 0.00% | 00.0% | Unchanged |
| Hopwood Financial Services, Inc. | 3,103 | $1.02M | 0.59% | −325−9.5% | Reduced |
| Ring Mountain Capital, LLC | 3,104 | $1.02M | 0.43% | +32+1.0% | Added |
| Kuhn & Co Investment Counsel | 3,105 | $1.02M | 0.59% | +28+0.9% | Added |
| American National Bank of Texas | 3,105 | $1.02M | 0.93% | +43+1.4% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 3,106 | $1.02M | 0.41% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 3,105 | $1.02M | 0.27% | +213+7.4% | Added |
| Miller Howard Investments Inc | 3,107 | $1.02M | 0.03% | −1,203−27.9% | Reduced |
| Carmel Capital Partners, LLC | 3,107 | $1.02M | 0.34% | +72+2.4% | Added |
| Tobias Financial Advisors, Inc. | 3,108 | $1.02M | 0.13% | −10.0% | Reduced |
| Alpha Advisors, LLC | 3,110 | $1.02M | 0.77% | −11−0.4% | Reduced |
| Warren Street Wealth Advisors, LLC | 3,114 | $1.02M | 0.23% | +54+1.8% | Added |
| Pullen Investment Management, LLC | 3,115 | $1.02M | 0.47% | +12+0.4% | Added |
| Castleview Partners, LLC | 3,115 | $1.02M | 0.45% | +298+10.6% | Added |
| LWM Advisory Services, LLC | 3,119 | $1.02M | 1.82% | −873−21.9% | Reduced |
| A. D. Beadell Investment Counsel, Inc. | 3,122 | $1.02M | 0.65% | −100−3.1% | Reduced |
| Pacific Center for Financial Services | 3,126 | $1.02M | 0.23% | +2+0.1% | Added |
| Harvest Investment Services, LLC | 3,134 | $1.03M | 0.16% | +785+33.4% | Added |
| Optivise Advisory Services LLC | 3,142 | $1.03M | 0.52% | +282+9.9% | Added |
| AIMZ Investment Advisors, LLC | 3,143 | $1.03M | 0.28% | 00.0% | Unchanged |
| Atala Financial Inc | 3,146 | $1.03M | 0.63% | −2−0.1% | Reduced |
| Kellett Schaffner Wealth Advisors LLC | 3,147 | $1.03M | 0.48% | +272+9.5% | Added |
| Alvarez & Marsal Private Wealth Partners, LLC | 3,149 | $1.03M | 0.14% | −6,518−67.4% | Reduced |
| SilverOak Wealth Management LLC | 3,150 | $1.03M | 0.13% | +15+0.5% | Added |
| Smith Shellnut Wilson LLC | 3,150 | $1.03M | 0.38% | 00.0% | Unchanged |
| Ironwood Investment Management LLC | 3,154 | $1.03M | 0.36% | 00.0% | Unchanged |
| Permanent Capital Management, LP | 3,158 | $1.03M | 0.14% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 2,956 | $1.03M | 0.64% | 00.0% | Unchanged |
| Creekside Partners | 3,171 | $1.04M | 0.38% | 00.0% | Unchanged |
| WealthTrust Asset Management, LLC | 3,184 | $1.04M | 0.56% | −94−2.9% | Reduced |
| Lawood & Co | 3,191 | $1.04M | 0.71% | 00.0% | Unchanged |
| Legacy Wealth Advisors, LLC | 3,195 | $1.05M | 0.45% | +372+13.2% | Added |
| Impact Partnership Wealth, LLC | 3,196 | $1.05M | 0.10% | +675+26.8% | Added |
| West Wealth Group, LLC | 3,202 | $1.05M | 0.17% | +274+9.4% | Added |
| Foguth Wealth Management, LLC. | 3,093 | $1.05M | 0.12% | +674+27.9% | Added |
| Legacy Wealth Partners, LLC | 3,205 | $1.05M | 0.24% | +55+1.7% | Added |
| WestHill Financial Advisors, Inc. | 3,205 | $1.05M | 0.18% | +10.0% | Added |
| Oberweis Asset Management Inc | 3,206 | $1.05M | 0.02% | +22+0.7% | Added |
| Fortis Capital Management LLC | 3,206 | $1.05M | 0.12% | +4+0.1% | Added |
| Wolff Financial Management LLC | 3,209 | $1.05M | 0.21% | 00.0% | Unchanged |
| North Point Portfolio Managers Corp | 3,210 | $1.05M | 0.17% | −10.0% | Reduced |
| Salzhauer Michael | 3,215 | $1.05M | 0.39% | 00.0% | Unchanged |
| Wallington Asset Management, LLC | 3,218 | $1.05M | 0.13% | 00.0% | Unchanged |
| Index Fund Advisors, Inc. | 3,223 | $1.05M | 0.04% | +225+7.5% | Added |
| Flatrock Wealth Partners LLC | 3,229 | $1.06M | 0.42% | +489+17.8% | Added |
| Beto Financial Group, LLC | 3,119 | $1.06M | 0.56% | −46−1.5% | Reduced |
| Rose Capital Advisors LLC | 3,234 | $1.06M | 0.57% | +3,234 | New |
| Ameriflex Group, Inc. | 3,245 | $1.06M | 0.43% | +59+1.9% | Added |
| Silver Lake Advisory, LLC | 3,245 | $1.06M | 0.38% | −23−0.7% | Reduced |
| Vertex Planning Partners, LLC | 3,247 | $1.06M | 0.16% | +143+4.6% | Added |
| Partners Wealth Management, LLC | 3,248 | $1.06M | 1.04% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 3,251 | $1.06M | 0.16% | +523+19.2% | Added |
| Illumine Investment Management, LLC | 0 | $1.07M | 0.69% | −3,241−100.0% | Reduced |
| Clearwave Capital, LLC | 3,258 | $1.07M | 0.59% | +640+24.4% | Added |
| Capital Advantage, Inc. | 3,262 | $1.07M | 0.13% | −10−0.3% | Reduced |
| Tacita Capital Inc | 3,265 | $1.07M | 0.58% | 00.0% | Unchanged |
| Motive Wealth Advisors | 3,270 | $1.07M | 0.44% | −19−0.6% | Reduced |
| Weaver Consulting Group | 3,272 | $1.07M | 0.22% | −2−0.1% | Reduced |