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 |
|---|---|---|---|---|---|
| BlueCrest Capital Management Ltd | 7,434 | $2.43M | 0.10% | −44,758−85.8% | Reduced |
| Forty-three Eighteen Advisors, LLC | 7,437 | $2.43M | 1.64% | −11,424−60.6% | Reduced |
| Moment Partners, LLC | 7,442 | $2.44M | 0.44% | +75+1.0% | Added |
| Altus Wealth Group LLC | 7,445 | $2.44M | 0.88% | +244+3.4% | Added |
| Intrua Financial, LLC | 7,463 | $2.44M | 0.23% | +166+2.3% | Added |
| Thrive Wealth Management, LLC | 7,467 | $2.44M | 0.31% | +10.0% | Added |
| Tortoise Investment Management, LLC | 7,492 | $2.45M | 0.18% | +146+2.0% | Added |
| Weaver C. Barksdale & Associates, Inc. | 7,494 | $2.45M | 2.20% | −9−0.1% | Reduced |
| May Hill Capital, LLC | 7,496 | $2.45M | 0.51% | +403+5.7% | Added |
| WJ Financial Advisors LLC | 7,517 | $2.46M | 1.81% | 00.0% | Unchanged |
| Phillips Wealth Planners LLC | 7,254 | $2.46M | 1.81% | +13+0.2% | Added |
| Karras Company, Inc. | 7,518 | $2.46M | 2.23% | −36−0.5% | Reduced |
| Hexagon Capital Partners LLC | 7,528 | $2.46M | 0.35% | +922+14.0% | Added |
| Integrated Quantitative Investments LLC | 7,529 | $2.46M | 0.40% | −3,552−32.1% | Reduced |
| First National Bank Sioux Falls | 7,954 | $2.47M | 0.67% | 00.0% | Unchanged |
| Advus Financial Partners, LLC | 7,541 | $2.47M | 0.70% | +6,702+798.8% | Added |
| CFO4Life Group, LLC | 7,557 | $2.47M | 0.33% | +69+0.9% | Added |
| CPA Asset Management LLC | 7,561 | $2.47M | 0.71% | +158+2.1% | Added |
| Petros Family Wealth, LLC | 7,566 | $2.48M | 1.52% | +110+1.5% | Added |
| Vista Capital Partners, Inc. | 7,589 | $2.48M | 0.22% | +52+0.7% | Added |
| Genus Capital Management Inc. | 7,592 | $2.49M | 0.24% | −1,900−20.0% | Reduced |
| Wealth Dimensions Group, Ltd. | 7,596 | $2.49M | 0.45% | −17−0.2% | Reduced |
| Riverbend Wealth Management, LLC | 7,606 | $2.49M | 1.27% | +378+5.2% | Added |
| ZEGA Investments, LLC | 7,609 | $2.49M | 0.42% | −8,741−53.5% | Reduced |
| Kozak & Associates, Inc. | 7,459 | $2.49M | 0.43% | +40+0.5% | Added |
| Pacific Capital Partners Ltd | 7,622 | $2.49M | 2.16% | +3,722+95.4% | Added |
| BXM Wealth LLC | 7,659 | $2.51M | 1.36% | +985+14.8% | Added |
| Kirtland Hills Capital Management, LLC | 7,665 | $2.51M | 0.71% | +776+11.3% | Added |
| O'Brien Greene & Co. Inc | 7,668 | $2.51M | 0.69% | −973−11.3% | Reduced |
| Oakwell Private Wealth Management, LLC | 7,670 | $2.51M | 0.42% | −876−10.3% | Reduced |
| Miller Financial Services LLC | 7,673 | $2.51M | 2.03% | +7,673 | New |
| Menard Financial Group LLC | 7,688 | $2.52M | 1.37% | +902+13.3% | Added |
| Mason & Associates Inc | 7,696 | $2.52M | 0.41% | −71−0.9% | Reduced |
| Trust Co of the South | 7,701 | $2.52M | 0.35% | −5−0.1% | Reduced |
| Castle Wealth Management LLC | 7,701 | $2.52M | 0.75% | +52+0.7% | Added |
| Defined Wealth Management, LLC | 7,705 | $2.52M | 1.30% | +71+0.9% | Added |
| Blue Line Capital, LLC | 7,706 | $2.52M | 2.18% | +2,441+46.4% | Added |
| PFC Capital Group, Inc. | 7,710 | $2.52M | 0.97% | −141−1.8% | Reduced |
| Howard Financial Services, Ltd. | 7,710 | $2.52M | 0.25% | +551+7.7% | Added |
| KRS Capital Management, LLC | 7,713 | $2.52M | 1.18% | +39+0.5% | Added |
| Eley Financial Management, Inc | 7,726 | $2.53M | 0.82% | −238−3.0% | Reduced |
| W Advisors, LLC | 7,746 | $2.54M | 1.15% | −26−0.3% | Reduced |
| Palacios Wealth Management, LLC | 7,754 | $2.54M | 1.50% | −15−0.2% | Reduced |
| Dala Group, LLC | 7,756 | $2.54M | 2.09% | −478−5.8% | Reduced |
| Eukles Asset Management | 7,770 | $2.54M | 1.05% | +142+1.9% | Added |
| Holistic Planning, LLC | 7,770 | $2.54M | 0.40% | +159+2.1% | Added |
| Syntegra Private Wealth Group, LLC | 7,772 | $2.54M | 0.20% | +297+4.0% | Added |
| Mirabaud Asset Management Ltd | 7,738 | $2.55M | 2.12% | −21,759−73.8% | Reduced |
| Sather Financial Group Inc | 7,789 | $2.55M | 0.15% | +482+6.6% | Added |
| Lodestar Private Asset Management LLC | 7,792 | $2.55M | 0.22% | +1,854+31.2% | Added |
| COFG Advisors, LLC | 7,798 | $2.55M | 0.44% | +2,510+47.5% | Added |
| Cornerstone Planning Group LLC | 7,337 | $2.55M | 0.32% | −21−0.3% | Reduced |
| Syntax Research, Inc. | 7,806 | $2.56M | 1.87% | +54+0.7% | Added |
| Northwest Wealth Management, LLC | 7,818 | $2.56M | 0.34% | +45+0.6% | Added |
| Total Wealth Planning & Management, Inc. | 7,819 | $2.56M | 1.86% | +284+3.8% | Added |
| MBA Advisors LLC | 7,825 | $2.56M | 0.87% | −54−0.7% | Reduced |
| Regent Peak Wealth Advisors LLC | 7,828 | $2.56M | 0.47% | +245+3.2% | Added |
| Walled Lake Planning & Wealth Management, LLC | 7,831 | $2.56M | 0.65% | +24+0.3% | Added |
| Brian Low Financial Group, LLC | 7,833 | $2.56M | 1.50% | +1,084+16.1% | Added |
| Alliance Private Wealth, LLC | 7,833 | $2.56M | 0.89% | −410−5.0% | Reduced |
| Security National Bank of So Dak | 7,839 | $2.57M | 1.18% | −1,597−16.9% | Reduced |
| Annandale Capital, LLC | 7,842 | $2.57M | 0.38% | 00.0% | Unchanged |
| Paulson Wealth Management Inc. | 7,845 | $2.57M | 0.54% | +42+0.5% | Added |
| Johnson & White Wealth Management, LLC | 7,866 | $2.57M | 0.96% | −76−1.0% | Reduced |
| Tortuga Wealth Management, Inc | 7,870 | $2.58M | 1.95% | −278−3.4% | Reduced |
| Florida Financial Advisors, LLC | 7,877 | $2.58M | 0.44% | +1,043+15.3% | Added |
| Northstar Group, Inc. | 7,890 | $2.58M | 0.33% | −50−0.6% | Reduced |
| Ti-Trust, Inc | 7,895 | $2.58M | 1.39% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 7,903 | $2.59M | 0.55% | −200−2.5% | Reduced |
| Newbridge Financial Services Group, Inc. | 7,919 | $2.59M | 0.32% | +3,966+100.3% | Added |
| American State Bank (Iowa) | 7,939 | $2.60M | 1.05% | +173+2.2% | Added |
| Element Wealth, LLC | 7,946 | $2.60M | 0.98% | −147−1.8% | Reduced |
| Jmac Enterprises LLC | 7,956 | $2.60M | 0.44% | 00.0% | Unchanged |
| Stanley-Laman Group, Ltd. | 7,956 | $2.60M | 0.26% | +86+1.1% | Added |
| Accel Wealth Management | 7,968 | $2.61M | 0.59% | −115−1.4% | Reduced |
| Patron Partners Advisors, LLC | 7,985 | $2.61M | 1.00% | +1,215+17.9% | Added |
| GoodHaven Capital Management, LLC | 8,000 | $2.62M | 0.83% | 00.0% | Unchanged |
| Summit Wealth & Retirement Planning, Inc. | 8,002 | $2.62M | 0.56% | −100−1.2% | Reduced |
| Aspen Wealth Strategies, LLC | 8,013 | $2.62M | 1.27% | −42−0.5% | Reduced |
| Orographic Financial Advisors, LLC | 7,185 | $2.62M | 1.74% | −645−8.2% | Reduced |
| McAdam, LLC | 8,014 | $2.62M | 0.10% | +1,994+33.1% | Added |
| HBW Advisory Services LLC | 8,014 | $2.62M | 0.24% | +945+13.4% | Added |
| Cercano Management LLC | 8,022 | $2.63M | 0.35% | −20,363−71.7% | Reduced |
| Orion Capital Management LLC | 8,024 | $2.63M | 0.82% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 8,027 | $2.63M | 0.50% | +6,400+393.4% | Added |
| RFG - Bristol Wealth Advisors, LLC | 8,035 | $2.63M | 0.64% | −279−3.4% | Reduced |
| Centerpoint Advisory Group | 8,041 | $2.63M | 1.67% | −538−6.3% | Reduced |
| Ruggiero Investments, Inc. | 8,058 | $2.64M | 2.24% | −3,523−30.4% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 8,058 | $2.64M | 0.96% | +1,872+30.3% | Added |
| Warm Springs Advisors Inc. | 8,067 | $2.64M | 1.83% | 00.0% | Unchanged |
| Lantz Financial LLC | 8,068 | $2.64M | 0.48% | −15−0.2% | Reduced |
| Fortem Financial Group, LLC | 8,070 | $2.64M | 0.54% | −749−8.5% | Reduced |
| Tudor Financial Inc. | 8,097 | $2.65M | 1.19% | −33−0.4% | Reduced |
| Saiph Capital, LLC | 8,098 | $2.65M | 0.79% | +493+6.5% | Added |
| Commons Capital, LLC | 8,098 | $2.65M | 1.85% | +101+1.3% | Added |
| Anb Bank | 8,101 | $2.65M | 0.99% | −221−2.7% | Reduced |
| 626 Financial, LLC | 8,117 | $2.66M | 1.04% | −95−1.2% | Reduced |
| Midway Capital Research & Management | 8,122 | $2.66M | 2.11% | +72+0.9% | Added |
| One Wealth Advisors, LLC | 8,131 | $2.66M | 0.29% | +196+2.5% | Added |
| Asset Advisory Group, Inc. | 8,142 | $2.67M | 1.16% | 00.0% | Unchanged |