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
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
- 5,158
- +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
- 2,268 more added
- Sold out
- 114
- 2,116 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 | 5,158 | $643.7B |
| Q1 2026 | 5,103 | $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 | 4,680 | $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 | 3,710 | $297.0B |
| Q2 2023 | 3,672 | $297.6B |
| Q1 2023 | 3,612 | $266.3B |
| Q4 2022 | 3,628 | $278.3B |
| Q3 2022 | 3,395 | $212.9B |
| Q2 2022 | 3,427 | $229.3B |
| Q1 2022 | 3,519 | $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 |
|---|---|---|---|---|---|
| Legacy Capital Group California, Inc. | 6,630 | $2.17M | 0.65% | −141−2.1% | Reduced |
| Northstar Financial Companies, Inc. | 6,637 | $2.17M | 1.46% | +606+10.0% | Added |
| Golden Reserve Retirement LLC | 6,656 | $2.18M | 0.34% | +3,544+113.9% | Added |
| Traveka Wealth, LLC | 6,662 | $2.18M | 0.73% | −158−2.3% | Reduced |
| Sunflower Bank, N.A. | 6,671 | $2.18M | 0.52% | +274+4.3% | Added |
| Aspen Grove Capital, LLC | 6,670 | $2.18M | 0.31% | +20.0% | Added |
| Flagstone Financial Management | 6,694 | $2.19M | 0.49% | 00.0% | Unchanged |
| Carr Financial Group Corp | 6,695 | $2.19M | 0.50% | +33+0.5% | Added |
| Gallagher Fiduciary Advisors, LLC | 6,712 | $2.20M | 0.07% | −10−0.1% | Reduced |
| Almanack Investment Partners, LLC. | 6,721 | $2.20M | 0.28% | +1,980+41.8% | Added |
| LVZ Advisors, Inc. | 6,727 | $2.20M | 0.22% | +227+3.5% | Added |
| Orca Investment Management, LLC | 6,744 | $2.21M | 1.60% | −64−0.9% | Reduced |
| Smith Thornton Advisors LLC | 6,600 | $2.21M | 0.97% | +1,852+39.0% | Added |
| TLWM | 6,765 | $2.21M | 0.36% | −83−1.2% | Reduced |
| Berry Wealth Group, LP | 6,766 | $2.21M | 7.12% | +20+0.3% | Added |
| GTS Securities LLC | 6,769 | $2.22M | 0.05% | −18,429−73.1% | Reduced |
| Symphony Financial Services, Inc. | 6,769 | $2.22M | 1.00% | −218−3.1% | Reduced |
| Coquina Private Wealth LLC | 6,776 | $2.22M | 1.51% | +13+0.2% | Added |
| Jefferson Bridge Capital, LLC | 6,785 | $2.22M | 1.92% | 00.0% | Unchanged |
| Winmill & Co. Inc | 6,800 | $2.23M | 0.49% | 00.0% | Unchanged |
| Leonteq Securities AG | 6,805 | $2.23M | 0.13% | −1,911−21.9% | Reduced |
| Investment Research Partners LLC | 6,822 | $2.23M | 0.76% | +883+14.9% | Added |
| Cascades Capital Asset Management, LLC | 6,827 | $2.23M | 0.83% | +52+0.8% | Added |
| Beacon Investment Advisors LLC | 6,833 | $2.24M | 0.70% | +30.0% | Added |
| Talisman Wealth Advisors LLC | 6,836 | $2.24M | 1.72% | +251+3.8% | Added |
| Colton Groome Financial Advisors, LLC | 6,856 | $2.24M | 0.54% | +522+8.2% | Added |
| Virtue Asset Management LLC | 6,857 | $2.24M | 1.58% | +459+7.2% | Added |
| Richard W. Paul & Associates, LLC | 6,858 | $2.24M | 0.69% | +571+9.1% | Added |
| Pacific Point Advisors, LLC | 6,874 | $2.25M | 1.03% | +2,382+53.0% | Added |
| Fairscale Capital, LLC | 6,876 | $2.25M | 1.34% | −28−0.4% | Reduced |
| Christine Messmer PC | 6,897 | $2.26M | 1.27% | +101+1.5% | Added |
| Vigilare Wealth Management | 6,897 | $2.26M | 0.69% | +45+0.7% | Added |
| Collaborative Fund Advisors, LLC | 6,906 | $2.26M | 1.32% | +1,860+36.9% | Added |
| Ewa, LLC | 6,910 | $2.26M | 0.41% | +722+11.7% | Added |
| Cahill Financial Advisors Inc | 6,916 | $2.26M | 0.22% | −32−0.5% | Reduced |
| Nicholson Wealth Management Group, LLC | 6,940 | $2.27M | 1.34% | +4,418+175.2% | Added |
| Potomac Fund Management Inc | 6,946 | $2.27M | 0.06% | −47−0.7% | Reduced |
| Argyle Capital Partners, LLC | 6,957 | $2.28M | 1.43% | −23−0.3% | Reduced |
| Matrix Trust Co | 6,964 | $2.28M | 0.33% | −2,366−25.4% | Reduced |
| Roehl & Yi Investment Advisors, LLC | 6,977 | $2.28M | 0.75% | +81+1.2% | Added |
| Ruffer LLP | 7,000 | $2.29M | 0.08% | 00.0% | Unchanged |
| SC&H Financial Advisors, Inc. | 6,997 | $2.29M | 0.30% | +10.0% | Added |
| Werba Rubin Papier Wealth Management | 6,999 | $2.29M | 0.28% | +245+3.6% | Added |
| Buckland Partners Management Co LLC | 7,000 | $2.29M | 1.12% | 00.0% | Unchanged |
| Keyes, Stange & Wooten Wealth Management, LLC | 7,010 | $2.29M | 0.92% | +294+4.4% | Added |
| Game Creek Capital, LP | 7,025 | $2.30M | 0.99% | −725−9.4% | Reduced |
| Westside Investment Management, Inc. | 7,028 | $2.30M | 0.30% | +20+0.3% | Added |
| JFS Wealth Advisors, LLC | 7,044 | $2.31M | 0.11% | −179−2.5% | Reduced |
| BCV Asset Management Inc. | 6,986 | $2.31M | 0.07% | +4+0.1% | Added |
| Trilogy Capital Inc. | 7,052 | $2.31M | 0.09% | −497−6.6% | Reduced |
| Topsail Wealth Management, LLC | 7,065 | $2.31M | 0.30% | +72+1.0% | Added |
| Bluebird Wealth Management LLC | 7,066 | $2.31M | 2.01% | +1,094+18.3% | Added |
| Landmark Wealth Management, LLC | 7,086 | $2.32M | 0.56% | −659−8.5% | Reduced |
| Granite Islands Private Wealth, LLC | 7,120 | $2.32M | 1.72% | +197+2.8% | Added |
| Corsicana & Co. | 7,096 | $2.32M | 1.13% | +390+5.8% | Added |
| Solidarilty Wealth, LLC | 7,104 | $2.33M | 0.40% | −4,951−41.1% | Reduced |
| My Purposeful Wealth Corp. | 7,118 | $2.33M | 0.44% | +4,908+222.1% | Added |
| Armor Investment Advisors, LLC | 7,122 | $2.33M | 0.75% | −242−3.3% | Reduced |
| Gilpin Wealth Management, LLC | 7,127 | $2.33M | 1.61% | −179−2.5% | Reduced |
| Up Strategic Wealth Investment Advisors LLC | 6,494 | $2.33M | 1.39% | 00.0% | Unchanged |
| Edgemoor Investment Advisors, Inc. | 7,132 | $2.33M | 0.16% | −12−0.2% | Reduced |
| Sustainable Insight Capital Management, LLC | 7,147 | $2.34M | 1.00% | −9,510−57.1% | Reduced |
| CWC Advisors, LLC. | 7,147 | $2.34M | 1.04% | +5,491+331.6% | Added |
| Penn Davis McFarland Inc | 7,150 | $2.34M | 0.21% | +5,000+232.6% | Added |
| Trust Co | 7,156 | $2.34M | 0.21% | −2,714−27.5% | Reduced |
| Caldwell Sutter Capital, Inc. | 7,167 | $2.35M | 0.88% | −1,829−20.3% | Reduced |
| Promethium Advisors,llc | 7,174 | $2.35M | 1.13% | −550−7.1% | Reduced |
| Sun Financial Inc | 6,529 | $2.35M | 1.11% | +264+4.2% | Added |
| McGuire Capital Advisors Inc | 7,198 | $2.36M | 1.29% | +576+8.7% | Added |
| TFC Financial Management | 7,198 | $2.36M | 0.26% | +426+6.3% | Added |
| Cladis Investment Advisory, LLC | 7,203 | $2.36M | 1.10% | 00.0% | Unchanged |
| Elser Financial Planning, Inc | 7,205 | $2.36M | 0.10% | −748−9.4% | Reduced |
| Fjell Capital, LLC | 7,209 | $2.36M | 1.61% | +428+6.3% | Added |
| Heartwood Wealth Advisors LLC | 7,210 | $2.36M | 0.18% | −94−1.3% | Reduced |
| Nabity-Jensen Investment Management Inc | 7,210 | $2.36M | 1.45% | 00.0% | Unchanged |
| McNaughton Wealth Management, LLC | 7,222 | $2.36M | 0.84% | +406+6.0% | Added |
| Shepherd Street Advisors LLC | 6,815 | $2.36M | 2.07% | 00.0% | Unchanged |
| bLong Financial, LLC | 7,225 | $2.36M | 1.54% | −100−1.4% | Reduced |
| Sterling Wealth Management, Inc. | 7,228 | $2.37M | 0.59% | 00.0% | Unchanged |
| Ames National Corp | 7,255 | $2.37M | 1.31% | −150−2.0% | Reduced |
| Sutton Place Investors LLC | 7,261 | $2.38M | 1.15% | +24+0.3% | Added |
| Hendershot Investments Inc. | 7,263 | $2.38M | 0.31% | 00.0% | Unchanged |
| Wincap Financial LLC | 7,273 | $2.38M | 1.29% | −57−0.8% | Reduced |
| Plante Moran Financial Advisors, LLC | 7,276 | $2.38M | 0.11% | −1,689−18.8% | Reduced |
| Altman Advisors, Inc. | 7,290 | $2.39M | 0.86% | −84−1.1% | Reduced |
| Onefund, LLC | 7,303 | $2.39M | 1.36% | −177−2.4% | Reduced |
| Vantus Wealth LLC | 7,315 | $2.39M | 1.28% | +7,315 | New |
| Cannon Advisors, Inc. | 6,989 | $2.40M | 1.46% | −5,502−44.0% | Reduced |
| Fortress Private Ledger, LLC | 7,347 | $2.40M | 0.66% | +442+6.4% | Added |
| Atticus Wealth Management, LLC | 7,354 | $2.41M | 0.57% | −59−0.8% | Reduced |
| BHK Investment Advisors, LLC | 7,361 | $2.41M | 0.72% | −174−2.3% | Reduced |
| GWN Securities Inc. | 7,361 | $2.41M | 0.40% | +249+3.5% | Added |
| 5th Street Advisors, LLC | 7,362 | $2.41M | 0.93% | 00.0% | Unchanged |
| Garrison Point Advisors, LLC | 7,371 | $2.41M | 0.98% | −30−0.4% | Reduced |
| R.H. Investment Group, LLC | 7,390 | $2.42M | 1.82% | 00.0% | Unchanged |
| Thompson David Blair | 7,402 | $2.42M | 1.21% | +650+9.6% | Added |
| Forteris Wealth Management Inc. | 7,403 | $2.42M | 1.98% | −117−1.6% | Reduced |
| Five Oceans Advisors | 7,409 | $2.43M | 0.78% | −8−0.1% | Reduced |
| General Partner, Inc. | 7,422 | $2.43M | 1.31% | 00.0% | Unchanged |
| McLean Asset Management Corp | 6,908 | $2.43M | 0.32% | +97+1.4% | Added |