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 |
|---|---|---|---|---|---|
| Mascoma Wealth Management LLC | 3,278 | $1.07M | 0.20% | −96−2.8% | Reduced |
| Eubel Brady & Suttman Asset Management Inc | 3,282 | $1.07M | 0.13% | 00.0% | Unchanged |
| Sanchez Gaunt Capital Management, LLC | 3,286 | $1.08M | 0.60% | −122−3.6% | Reduced |
| Themes Management Co LLC | 3,291 | $1.08M | 0.71% | −522−13.7% | Reduced |
| Cornerstone Select Advisors, LLC | 3,301 | $1.08M | 0.45% | +644+24.2% | Added |
| BCS Wealth Management | 3,305 | $1.08M | 0.19% | +329+11.1% | Added |
| Western Financial Corp | 3,309 | $1.08M | 0.32% | +112+3.5% | Added |
| Payne Capital Management, LLC | 3,320 | $1.09M | 0.29% | +567+20.6% | Added |
| Capital Management Associates, Inc | 3,325 | $1.09M | 0.22% | +63+1.9% | Added |
| South Shore Capital Advisors | 3,327 | $1.09M | 0.73% | +10.0% | Added |
| Buttonwood Financial Advisors Inc. | 3,329 | $1.09M | 0.33% | −6−0.2% | Reduced |
| apricus wealth, LLC | 3,334 | $1.09M | 0.52% | +56+1.7% | Added |
| Lionshead Wealth Management, LLC | 3,336 | $1.09M | 0.71% | +144+4.5% | Added |
| Rede Wealth, LLC | 3,338 | $1.09M | 0.36% | 00.0% | Unchanged |
| FSA Advisors, Inc. | 3,339 | $1.10M | 0.50% | −26−0.8% | Reduced |
| Ecofi Investissements SA | 3,350 | $1.10M | 3.92% | −350−9.5% | Reduced |
| Cogent Private Wealth, Inc. | 3,349 | $1.10M | 0.69% | +254+8.2% | Added |
| Peck Wealth Management, LLC | 3,352 | $1.10M | 0.92% | −500−13.0% | Reduced |
| Guidance Capital, Inc | 3,198 | $1.10M | 0.23% | 00.0% | Unchanged |
| Bright Futures Wealth Management, LLC. | 3,357 | $1.10M | 0.71% | −64−1.9% | Reduced |
| Wall Street Financial Group, Inc. | 3,358 | $1.10M | 0.59% | +316+10.4% | Added |
| Keating Financial Advisory Services, Inc. | 3,359 | $1.10M | 0.14% | +515+18.1% | Added |
| Acorn Creek Capital LLC | 3,361 | $1.10M | 0.37% | −44−1.3% | Reduced |
| RVW Wealth, LLC | 3,365 | $1.10M | 0.07% | −73−2.1% | Reduced |
| Mullooly Asset Management, Inc. | 3,368 | $1.10M | 0.34% | +11+0.3% | Added |
| Granville Capital, Inc. | 3,375 | $1.10M | 0.49% | −200−5.6% | Reduced |
| Diamant Asset Management, Inc. | 3,376 | $1.11M | 0.75% | −989,708−99.7% | Reduced |
| Core Capital Management & Research, inc. | 3,102 | $1.11M | 0.58% | +3,102 | New |
| Next Capital Management LLC | 3,380 | $1.11M | 0.30% | +87+2.6% | Added |
| Wealth Quarterback LLC | 3,386 | $1.11M | 0.34% | +1,146+51.2% | Added |
| Hanlon Investment Management, Inc. | 3,388 | $1.11M | 0.59% | −192−5.4% | Reduced |
| Magnolia Private Wealth, LLC | 3,388 | $1.11M | 0.61% | +88+2.7% | Added |
| TruNorth Capital Management, LLC | 3,389 | $1.11M | 0.18% | +15+0.4% | Added |
| Oxford Wealth Group, LLC | 3,389 | $1.11M | 0.50% | −109−3.1% | Reduced |
| Tenet Wealth Partners, LLC | 3,118 | $1.11M | 0.83% | +3,118 | New |
| Maltin Wealth Management, Inc. | 3,397 | $1.11M | 0.37% | −11−0.3% | Reduced |
| Ackerman Capital Advisors, LLC | 3,398 | $1.11M | 0.22% | +62+1.9% | Added |
| Beckerman Institutional, LLC | 3,400 | $1.11M | 0.53% | 00.0% | Unchanged |
| Holcombe Financial, Inc. | 3,408 | $1.12M | 0.63% | +261+8.3% | Added |
| ZRC Wealth Management, LLC | 3,409 | $1.12M | 0.33% | +181+5.6% | Added |
| Caxton Associates LLP | 3,411 | $1.12M | 0.02% | −978−22.3% | Reduced |
| Mainsail Asset Management, LLC | 3,282 | $1.12M | 0.44% | −984−23.1% | Reduced |
| Freedom Day Solutions, LLC | 3,422 | $1.12M | 0.25% | +1,895+124.1% | Added |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 3,423 | $1.12M | 0.13% | +546+19.0% | Added |
| Pacific Excel Wealth Advisors, Inc. | 3,425 | $1.12M | 0.43% | +2,209+181.7% | Added |
| Heritage Family Offices, LLP | 3,425 | $1.12M | 0.43% | +1,027+42.8% | Added |
| Ascension Capital Advisors, Inc. | 3,430 | $1.12M | 0.32% | +126+3.8% | Added |
| Cardinal Strategic Wealth Guidance | 3,432 | $1.12M | 0.25% | −114−3.2% | Reduced |
| Gouws Capital LLC | 3,433 | $1.12M | 0.52% | 00.0% | Unchanged |
| Quantum Private Wealth, LLC | 3,438 | $1.13M | 0.29% | −10−0.3% | Reduced |
| Bank & Trust Co | 3,438 | $1.13M | 0.71% | +81+2.4% | Added |
| Vawter Financial, Ltd. | 3,442 | $1.13M | 0.42% | +116+3.5% | Added |
| Old North State Wealth Management, LLC | 3,437 | $1.13M | 0.48% | +43+1.3% | Added |
| Firestone Capital Management | 3,451 | $1.13M | 0.21% | −12−0.3% | Reduced |
| Bellevue Asset Management, LLC | 3,456 | $1.13M | 0.52% | +10+0.3% | Added |
| NFP Retirement, Inc. | 3,457 | $1.13M | 0.06% | +44+1.3% | Added |
| Coastwise Capital Group, LLC | 3,457 | $1.13M | 0.66% | −202−5.5% | Reduced |
| Richmond Brothers, Inc. | 3,459 | $1.13M | 0.59% | +3,459 | New |
| Landaas & Co | 3,464 | $1.13M | 0.21% | −707−17.0% | Reduced |
| W.H. Cornerstone Investments Inc. | 3,474 | $1.14M | 0.64% | +1,610+86.4% | Added |
| Delta Wealth Advisors LLC | 3,477 | $1.14M | 0.81% | +1,701+95.8% | Added |
| Isthmus Partners, LLC | 3,481 | $1.14M | 0.11% | −32−0.9% | Reduced |
| Millennium Capital Advisors, LLC | 3,481 | $1.14M | 0.62% | 00.0% | Unchanged |
| Single Point Partners, LLC | 3,482 | $1.14M | 0.20% | +10.0% | Added |
| Wealthedge Investment Advisors, LLC | 3,490 | $1.14M | 0.39% | −123−3.4% | Reduced |
| WJ Interests, LLC | 3,498 | $1.15M | 0.44% | 00.0% | Unchanged |
| Truepoint, Inc. | 3,499 | $1.15M | 0.02% | +133+4.0% | Added |
| Postrock Partners LLC | 3,502 | $1.15M | 0.47% | 00.0% | Unchanged |
| Concentrum Wealth Management | 3,504 | $1.15M | 0.27% | +222+6.8% | Added |
| Knuff & Co LLC | 3,507 | $1.15M | 0.29% | +1,225+53.7% | Added |
| Wallace Capital Management Inc. | 3,515 | $1.15M | 0.13% | +1,125+47.1% | Added |
| Hilton Head Capital Partners, LLC | 3,516 | $1.15M | 0.58% | −302−7.9% | Reduced |
| Hobart Private Capital, LLC | 3,519 | $1.15M | 0.20% | +13+0.4% | Added |
| Opal Wealth Advisors, LLC | 3,519 | $1.15M | 0.25% | +215+6.5% | Added |
| Abound Wealth Management | 3,520 | $1.15M | 0.23% | −250−6.6% | Reduced |
| SPWM Advisors LLC | 3,381 | $1.15M | 1.07% | −634−15.8% | Reduced |
| Lexington Hill Partners, LLC | 3,525 | $1.15M | 0.56% | +484+15.9% | Added |
| Fuller & Thaler Asset Management, Inc. | 3,529 | $1.16M | 0.00% | 00.0% | Unchanged |
| Henrickson Nauta Wealth Advisors, Inc. | 3,531 | $1.16M | 0.28% | +29+0.8% | Added |
| Sonoma Private Wealth LLC | 3,533 | $1.16M | 1.24% | −61−1.7% | Reduced |
| Horst & Graben Wealth Management LLC | 3,472 | $1.16M | 0.15% | +2+0.1% | Added |
| TCFG Investment Advisors, LLC | 3,543 | $1.16M | 0.39% | +150+4.4% | Added |
| Pennsylvania Capital Management Inc | 3,546 | $1.16M | 0.29% | +830+30.6% | Added |
| BlueSky Wealth Advisors, LLC | 3,547 | $1.16M | 0.13% | −182−4.9% | Reduced |
| Wealth Advisors of Iowa, LLC | 3,550 | $1.16M | 0.31% | +10.0% | Added |
| Hamilton Wealth, LLC | 3,551 | $1.16M | 0.21% | +103+3.0% | Added |
| Strathmore Capital Advisors, Inc. | 3,372 | $1.16M | 0.31% | 00.0% | Unchanged |
| Alliance Wealth Management Group | 3,557 | $1.16M | 0.23% | −616−14.8% | Reduced |
| tru Independence LLC | 3,562 | $1.17M | 0.51% | −638−15.2% | Reduced |
| TFB Advisors LLC | 3,565 | $1.17M | 0.51% | +1,093+44.2% | Added |
| Tilson Financial Group, Inc. | 3,570 | $1.17M | 0.32% | +3+0.1% | Added |
| Meramec Financial Planners, LLC | 3,288 | $1.17M | 0.43% | +933+39.6% | Added |
| IVC Wealth Advisors LLC | 3,583 | $1.17M | 0.46% | −18−0.5% | Reduced |
| Cooper/Haims Advisors, LLC | 3,583 | $1.17M | 0.50% | −731−16.9% | Reduced |
| 1776 Wealth LLC | 3,584 | $1.17M | 0.41% | +2+0.1% | Added |
| Greenline Wealth Management LLC | 3,592 | $1.18M | 0.97% | +199+5.9% | Added |
| J.E. Simmons & Co., P.C. | 3,594 | $1.18M | 0.66% | 00.0% | Unchanged |
| Summa Corp. | 3,600 | $1.18M | 0.37% | −200−5.3% | Reduced |
| Fortitude Family Office, LLC | 3,600 | $1.18M | 0.23% | +195+5.7% | Added |
| Renasant Bank | 3,601 | $1.18M | 0.76% | −2,707−42.9% | Reduced |