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 |
|---|---|---|---|---|---|
| Mach-1 Financial Group, Inc. | 3,601 | $1.18M | 0.46% | −3,826−51.5% | Reduced |
| Aegis Wealth Management LLC | 3,605 | $1.18M | 0.55% | +3,605 | New |
| Compass Ion Advisors, LLC | 3,610 | $1.18M | 0.10% | −277−7.1% | Reduced |
| Towercrest Capital Management | 3,612 | $1.18M | 0.16% | −616−14.6% | Reduced |
| Amussen Hunsaker Associates LLC | 3,617 | $1.18M | 0.11% | +62+1.7% | Added |
| Rasp Wealth Solutions, LLC | 3,620 | $1.18M | 0.39% | +3,620 | New |
| LifePlan Investment Advisors, Inc. | 3,630 | $1.19M | 0.41% | +155+4.5% | Added |
| Carlson Financial, Inc. | 3,638 | $1.19M | 0.61% | +116+3.3% | Added |
| Puff Wealth Management, LLC | 3,650 | $1.19M | 1.22% | +3,650 | New |
| Elevated Financial Group LLC | 3,652 | $1.20M | 0.34% | −663−15.4% | Reduced |
| Dock Street Asset Management Inc | 3,652 | $1.20M | 0.11% | −445−10.9% | Reduced |
| Napier Financial, LLC | 3,652 | $1.20M | 0.25% | −58−1.6% | Reduced |
| Opal Capital LLC | 3,654 | $1.20M | 0.21% | −643−15.0% | Reduced |
| Bravera Wealth | 3,658 | $1.20M | 0.46% | +318+9.5% | Added |
| Safeguard Investment Advisory Group, LLC | 3,660 | $1.20M | 0.28% | +36+1.0% | Added |
| Client 1st Advisory Group, LLC | 3,659 | $1.20M | 0.32% | +155+4.4% | Added |
| GLR Partners, LLC | 3,660 | $1.20M | 0.56% | −113−3.0% | Reduced |
| Holland Advisory Services, Inc. | 3,663 | $1.20M | 1.32% | −199−5.2% | Reduced |
| Advance Capital Management, Inc. | 3,664 | $1.20M | 0.04% | −159−4.2% | Reduced |
| DecisionMap Wealth Management, LLC | 3,665 | $1.20M | 0.67% | +386+11.8% | Added |
| Pine Haven Investment Counsel, Inc | 3,666 | $1.20M | 0.81% | 00.0% | Unchanged |
| Retirement Income Solutions, Inc | 4,083 | $1.20M | 0.21% | 00.0% | Unchanged |
| Castlekeep Investment Advisors LLC | 3,676 | $1.20M | 0.60% | −255−6.5% | Reduced |
| Wealth Science Advisors LLC | 3,681 | $1.20M | 0.54% | +569+18.3% | Added |
| Custom Index Systems, LLC | 3,684 | $1.21M | 0.43% | −7−0.2% | Reduced |
| Accuvest Global Advisors | 3,684 | $1.21M | 1.04% | +549+17.5% | Added |
| Semus Wealth Partners LLC | 3,689 | $1.21M | 0.58% | −35−0.9% | Reduced |
| Bluesphere Advisors, LLC | 3,690 | $1.21M | 0.37% | −6−0.2% | Reduced |
| MFA Wealth Services | 3,691 | $1.21M | 0.72% | +17+0.5% | Added |
| Northbridge Financial Group, LLC | 3,692 | $1.21M | 0.46% | +181+5.2% | Added |
| Michael Brady & Co., LLC | 3,692 | $1.21M | 1.07% | −200−5.1% | Reduced |
| NCP Inc. | 3,700 | $1.21M | 1.69% | 00.0% | Unchanged |
| Invenio Wealth Partners LLC | 3,702 | $1.21M | 0.43% | +57+1.6% | Added |
| Knightsbridge Asset Management, LLC | 3,704 | $1.21M | 0.16% | +612+19.8% | Added |
| FORM Wealth Advisors, LLC | 3,705 | $1.21M | 0.13% | −717−16.2% | Reduced |
| Gambit Capital Management, LLC | 3,710 | $1.21M | 0.71% | +15+0.4% | Added |
| Rooted Wealth Advisors, Inc. | 3,711 | $1.21M | 0.30% | +20+0.5% | Added |
| Hughes Financial Services, LLC | 3,713 | $1.22M | 0.16% | +66+1.8% | Added |
| William Mack & Associates, Inc. | 3,717 | $1.22M | 0.43% | +1,248+50.5% | Added |
| Santori & Peters | 3,719 | $1.22M | 0.34% | +9+0.2% | Added |
| Wealthcare Capital Partners, LLC | 3,720 | $1.22M | 0.50% | +9+0.2% | Added |
| Pennington Partners & Co., LLC | 3,724 | $1.22M | 0.39% | +285+8.3% | Added |
| von Borstel & Associates, Inc. | 3,732 | $1.22M | 0.25% | +26+0.7% | Added |
| Investment Planning Advisors, Inc. | 3,743 | $1.23M | 0.28% | +246+7.0% | Added |
| KDT Advisors, LLC | 3,747 | $1.23M | 1.70% | 00.0% | Unchanged |
| Rise Advisors, LLC | 3,750 | $1.23M | 0.35% | +116+3.2% | Added |
| Fulcrum Equity Management | 3,757 | $1.23M | 1.00% | +11+0.3% | Added |
| Crescent Grove Advisors, LLC | 3,763 | $1.23M | 0.10% | −3,176−45.8% | Reduced |
| Walser Wealth Management Company, A Ltd Liability Co | 3,773 | $1.23M | 0.51% | −48−1.3% | Reduced |
| Heck Capital Advisors, LLC | 3,780 | $1.24M | 0.07% | −11−0.3% | Reduced |
| Stonebridge Financial Group, LLC | 3,785 | $1.24M | 0.82% | −46−1.2% | Reduced |
| D.B. Root & Company, LLC | 3,785 | $1.24M | 0.26% | +49+1.3% | Added |
| Prostatis Group LLC | 3,790 | $1.24M | 0.29% | −1,039−21.5% | Reduced |
| Langley Wealth Management, LLC | 3,799 | $1.24M | 1.21% | +3,799 | New |
| Vance Wealth, Inc. | 3,799 | $1.24M | 0.28% | +518+15.8% | Added |
| Juncture Wealth Strategies, LLC | 3,809 | $1.25M | 0.32% | +2,864+303.1% | Added |
| Poehling Capital Management, LLC | 3,810 | $1.25M | 0.27% | −283−6.9% | Reduced |
| Roberts Glore & Co Inc | 3,814 | $1.25M | 0.31% | −52−1.3% | Reduced |
| Shulman DeMeo Asset Management LLC | 3,815 | $1.25M | 0.23% | −119−3.0% | Reduced |
| DMG Group, LLC | 3,815 | $1.25M | 0.86% | −1,124−22.8% | Reduced |
| Eagle Harbor Asset Management Inc | 3,815 | $1.25M | 0.99% | −422−10.0% | Reduced |
| First Community Trust NA | 3,816 | $1.25M | 0.56% | +77+2.1% | Added |
| Harbor Group, Inc. | 3,820 | $1.25M | 0.15% | +19+0.5% | Added |
| Secure Asset Management, LLC | 3,831 | $1.25M | 0.18% | −536−12.3% | Reduced |
| Wescott Financial Advisory Group, LLC | 3,832 | $1.25M | 0.10% | +128+3.5% | Added |
| Future Fund LLC | 3,842 | $1.26M | 0.36% | +48+1.3% | Added |
| Swiss Re Ltd | 3,843 | $1.26M | 0.11% | +3,509+1,050.6% | Added |
| Grey Fox Wealth Advisors, LLC | 3,845 | $1.26M | 0.20% | +696+22.1% | Added |
| Arlington Trust Co LLC | 3,846 | $1.26M | 0.11% | +298+8.4% | Added |
| LCM Capital Management Inc | 3,854 | $1.26M | 0.55% | −26−0.7% | Reduced |
| Avantra Family Wealth, Inc. | 3,857 | $1.26M | 0.81% | +14+0.4% | Added |
| Persium Advisors, LLC | 3,857 | $1.26M | 0.82% | +320+9.0% | Added |
| Wimmer Associates 1, LLC | 3,861 | $1.26M | 0.57% | 00.0% | Unchanged |
| Lifeworks Advisors, LLC | 3,864 | $1.26M | 0.13% | +174+4.7% | Added |
| Fermata Advisors, LLC | 3,867 | $1.27M | 0.26% | +183+5.0% | Added |
| Center For Asset Management LLC | 3,868 | $1.27M | 0.56% | −629−14.0% | Reduced |
| Merrion Investment Management Co, LLC | 3,872 | $1.27M | 0.60% | 00.0% | Unchanged |
| Wendell David Associates Inc | 3,875 | $1.27M | 0.13% | −125−3.1% | Reduced |
| Owl Creek Wealth Partners LLC | 3,878 | $1.27M | 0.37% | +318+8.9% | Added |
| Arkfeld Wealth Strategies, L.L.C. | 3,765 | $1.27M | 0.38% | +11+0.3% | Added |
| Tanager Wealth Management LLP | 3,885 | $1.27M | 0.11% | +177+4.8% | Added |
| TrueWealth Advisors, LLC | 3,888 | $1.27M | 0.29% | −79−2.0% | Reduced |
| Affinity Capital Advisors, LLC | 3,769 | $1.27M | 0.16% | −43−1.1% | Reduced |
| R.H. Dinel Investment Counsel, Inc. | 3,892 | $1.27M | 0.98% | −200−4.9% | Reduced |
| Hoxton Planning & Management, LLC | 3,897 | $1.28M | 0.33% | +57+1.5% | Added |
| Options Solutions, LLC | 3,900 | $1.28M | 0.91% | 00.0% | Unchanged |
| Ardent Capital Management, Inc. | 3,902 | $1.28M | 0.53% | −5−0.1% | Reduced |
| Skba Capital Management LLC | 3,907 | $1.28M | 0.21% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 3,908 | $1.28M | 0.16% | −85−2.1% | Reduced |
| Prasad Wealth Partners, LLC | 3,910 | $1.28M | 0.31% | +79+2.1% | Added |
| Cascade Financial Partners, LLC | 3,916 | $1.28M | 0.11% | −58−1.5% | Reduced |
| Magnolia Capital Management Ltd | 3,916 | $1.28M | 0.88% | +11+0.3% | Added |
| Ariadne Wealth Management, LP | 3,927 | $1.29M | 0.57% | +432+12.4% | Added |
| EntryPoint Capital, LLC | 3,929 | $1.29M | 0.31% | +3,929 | New |
| Long Road Investment Counsel, LLC | 3,932 | $1.29M | 0.47% | 00.0% | Unchanged |
| Michael B. Yongue | 3,936 | $1.29M | 0.90% | −85−2.1% | Reduced |
| Riverview Trust Co | 3,936 | $1.29M | 1.53% | 00.0% | Unchanged |
| Keyvantage Wealth, LLC | 3,939 | $1.29M | 0.49% | +62+1.6% | Added |
| Fiduciary Wealth Partners, LLC | 3,941 | $1.29M | 0.71% | +32+0.8% | Added |
| Clark & Stuart, Inc | 3,943 | $1.29M | 0.81% | +55+1.4% | Added |