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 |
|---|---|---|---|---|---|
| Balance Wealth, LLC | 8,145 | $2.67M | 0.71% | +834+11.4% | Added |
| Eagle Wealth Strategies LLC | 8,148 | $2.67M | 1.02% | +6+0.1% | Added |
| Birchbrook, Inc. | 8,157 | $2.67M | 1.25% | −693−7.8% | Reduced |
| Seeds Investor LLC | 8,159 | $2.67M | 0.27% | +1,002+14.0% | Added |
| Gilbert & Cook, Inc. | 8,168 | $2.67M | 0.31% | +26+0.3% | Added |
| First Heartland Consultants, Inc. | 8,168 | $2.67M | 0.17% | +193+2.4% | Added |
| Net Worth Advisory Group | 8,187 | $2.68M | 0.68% | −553−6.3% | Reduced |
| Gilman Hill Asset Management, LLC | 8,202 | $2.68M | 0.37% | +458+5.9% | Added |
| Key Client Fiduciary Advisors, LLC | 8,229 | $2.69M | 0.78% | −30−0.4% | Reduced |
| Physicians Financial Services, Inc. | 8,232 | $2.69M | 0.67% | 00.0% | Unchanged |
| Wealth Group, Ltd. | 8,232 | $2.69M | 0.67% | +3,686+81.1% | Added |
| Northstar Advisory Group, LLC | 8,236 | $2.70M | 0.84% | −415−4.8% | Reduced |
| Wrapmanager Inc | 8,244 | $2.70M | 0.84% | −105−1.3% | Reduced |
| QTR Family Wealth, LLC | 8,244 | $2.70M | 0.94% | +978+13.5% | Added |
| Mendel Money Management | 8,250 | $2.70M | 0.99% | −231−2.7% | Reduced |
| Farrow Financial Inc. | 8,252 | $2.70M | 1.44% | +110+1.4% | Added |
| West Family Investments, Inc. | 8,256 | $2.70M | 0.78% | +3,955+92.0% | Added |
| Old Point Trust & Financial Services N A | 8,261 | $2.70M | 0.82% | +695+9.2% | Added |
| Stableford Capital II LLC | 8,265 | $2.71M | 0.94% | −194−2.3% | Reduced |
| Southeast Asset Advisors Inc. | 8,269 | $2.71M | 0.27% | +20.0% | Added |
| Cheviot Value Management, LLC | 8,273 | $2.71M | 0.28% | +100+1.2% | Added |
| Baker Tilly Wealth Management, LLC | 8,273 | $2.71M | 0.58% | −86−1.0% | Reduced |
| Corrado Advisors, LLC | 8,281 | $2.71M | 1.25% | −33−0.4% | Reduced |
| Deane Retirement Strategies, Inc. | 8,280 | $2.71M | 1.15% | +8,280 | New |
| Root Financial Partners, LLC | 8,305 | $2.72M | 0.11% | +866+11.6% | Added |
| Waterfront Wealth Inc. | 8,082 | $2.72M | 0.42% | −16−0.2% | Reduced |
| Milestone Asset Management, LLC | 8,308 | $2.72M | 0.43% | +1,888+29.4% | Added |
| Eaton Financial Holdings Company, LLC | 8,323 | $2.72M | 0.75% | +320+4.0% | Added |
| Orrstown Financial Services Inc | 8,327 | $2.73M | 0.40% | −268−3.1% | Reduced |
| Strait & Sound Wealth Management LLC | 8,348 | $2.73M | 0.96% | −733−8.1% | Reduced |
| LaSalle St. Investment Advisors, LLC | 8,351 | $2.73M | 0.33% | −130−1.5% | Reduced |
| Monticello Wealth Management, LLC | 8,355 | $2.73M | 0.15% | +907+12.2% | Added |
| Income Insurance Ltd | 8,359 | $2.74M | 1.63% | 00.0% | Unchanged |
| WMS Group LLC | 8,364 | $2.74M | 3.53% | −396−4.5% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 8,372 | $2.74M | 0.68% | −967−10.4% | Reduced |
| Cypress Capital Management LLC (WY) | 8,379 | $2.74M | 2.29% | −12−0.1% | Reduced |
| Bay Capital Advisors, LLC | 8,380 | $2.74M | 1.47% | −18−0.2% | Reduced |
| Samalin Investment Counsel, LLC | 8,381 | $2.74M | 0.88% | −220−2.6% | Reduced |
| Roxbury Financial LLC | 8,385 | $2.74M | 2.17% | +68+0.8% | Added |
| Ethos Capital Management, Inc. | 8,398 | $2.75M | 1.96% | +2,339+38.6% | Added |
| South Plains Financial, Inc. | 8,399 | $2.75M | 1.48% | +999+13.5% | Added |
| 111 Capital | 8,402 | $2.75M | 0.47% | +2,645+45.9% | Added |
| Convergence Investment Partners, LLC | 8,406 | $2.75M | 0.26% | −6,551−43.8% | Reduced |
| Citadel Investment Advisory, Inc. | 8,422 | $2.76M | 1.25% | 00.0% | Unchanged |
| Lazari Capital Management, Inc. | 8,427 | $2.76M | 0.85% | −79−0.9% | Reduced |
| Keystone Wealth Services, LLC | 8,437 | $2.76M | 0.51% | +270+3.3% | Added |
| Johnson Financial Group, LLC | 8,455 | $2.77M | 0.15% | +2,697+46.8% | Added |
| Icapital Wealth LLC | 8,462 | $2.77M | 1.55% | 00.0% | Unchanged |
| Matrix Private Capital Group LLC | 8,470 | $2.77M | 1.21% | +11+0.1% | Added |
| Fortitude Advisory Group L.L.C. | 8,476 | $2.77M | 1.06% | +283+3.5% | Added |
| Rodgers Brothers Inc. | 8,478 | $2.78M | 0.27% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 8,488 | $2.78M | 0.24% | +711+9.1% | Added |
| Bouchey Financial Group Ltd | 8,495 | $2.78M | 0.18% | +172+2.1% | Added |
| Capital Management Associates | 8,500 | $2.78M | 3.58% | 00.0% | Unchanged |
| Curtis Advisory Group, LLC | 8,500 | $2.78M | 0.54% | 00.0% | Unchanged |
| Verum Partners LLC | 8,511 | $2.79M | 0.42% | +1,852+27.8% | Added |
| First National Bank & Trust Co of Newtown | 7,921 | $2.79M | 0.57% | −8−0.1% | Reduced |
| Virtue Capital Management, LLC | 8,533 | $2.79M | 0.37% | −393−4.4% | Reduced |
| Affiance Financial, LLC | 8,532 | $2.79M | 0.40% | 00.0% | Unchanged |
| Trust Investment Advisors | 8,541 | $2.80M | 1.34% | −24−0.3% | Reduced |
| Gilder Gagnon Howe & Co LLC | 8,543 | $2.80M | 0.03% | −592−6.5% | Reduced |
| PCG Asset Management, LLC | 8,554 | $2.80M | 2.01% | +21+0.2% | Added |
| Westbourne Investment Advisors, Inc. | 8,555 | $2.80M | 0.77% | 00.0% | Unchanged |
| Invst, LLC | 8,563 | $2.80M | 0.27% | +31+0.4% | Added |
| Greatmark Investment Partners, Inc. | 8,577 | $2.81M | 0.31% | 00.0% | Unchanged |
| Greykasell Wealth Strategies, Inc. | 8,577 | $2.81M | 1.02% | +20+0.2% | Added |
| JNBA Financial Advisors | 8,578 | $2.81M | 0.21% | +20+0.2% | Added |
| Serenity Investment Advisors | 8,008 | $2.82M | 1.20% | −206−2.5% | Reduced |
| Platform Wealth Management, LLC | 8,613 | $2.82M | 1.03% | +8,613 | New |
| 1620 Investment Advisors, Inc. | 8,618 | $2.82M | 1.75% | −262−3.0% | Reduced |
| Shaker Investments LLC | 8,630 | $2.82M | 1.02% | −82−0.9% | Reduced |
| Wealth Management Associates, Inc. | 8,631 | $2.83M | 0.78% | +305+3.7% | Added |
| O'Domhnaill Enterprises, Inc. | 8,635 | $2.83M | 2.26% | +3,868+81.1% | Added |
| Sovereign Financial Group, Inc. | 8,640 | $2.83M | 0.43% | +257+3.1% | Added |
| Cora Capital Advisors LLC | 8,648 | $2.83M | 0.79% | −183−2.1% | Reduced |
| Cim, LLC | 8,651 | $2.83M | 0.37% | +309+3.7% | Added |
| City State Bank | 8,656 | $2.83M | 0.65% | −49−0.6% | Reduced |
| Berkeley Capital Partners, LLC | 8,667 | $2.84M | 0.58% | +132+1.5% | Added |
| Anchyra Partners LLC | 8,683 | $2.84M | 0.68% | +536+6.6% | Added |
| Costello Asset Management, INC | 8,700 | $2.85M | 0.85% | +132+1.5% | Added |
| LBMC Investment Advisors, LLC | 8,716 | $2.85M | 0.15% | +170+2.0% | Added |
| Clear Wave Wealth Management LLC | 8,720 | $2.85M | 0.63% | +145+1.7% | Added |
| Bath Savings Trust Co | 8,729 | $2.86M | 0.30% | +555+6.8% | Added |
| Prairie Wealth Advisors, Inc. | 0 | $2.86M | 0.68% | 0 | Unchanged |
| Mainstream Capital Management LLC | 8,738 | $2.86M | 1.72% | −17−0.2% | Reduced |
| Waterway Wealth Management, LLC | 8,739 | $2.86M | 0.58% | +114+1.3% | Added |
| Hummer Financial Advisory Services Inc | 8,740 | $2.86M | 1.88% | 00.0% | Unchanged |
| IFG Advisors, LLC | 8,748 | $2.86M | 0.39% | −41−0.5% | Reduced |
| Chancellor Financial Group WB LP | 8,754 | $2.87M | 1.77% | +689+8.5% | Added |
| Navalign, LLC | 8,756 | $2.87M | 0.67% | −29−0.3% | Reduced |
| Winning Points Advisors, LLC | 20,661 | $2.87M | 3.78% | −274−1.3% | Reduced |
| M. Kraus & Co | 8,762 | $2.87M | 0.76% | +35+0.4% | Added |
| Fairtree Asset Management (Pty) Ltd | 8,773 | $2.87M | 1.10% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 8,799 | $2.88M | 0.15% | −52−0.6% | Reduced |
| Bennett Selby Investments LP | 8,800 | $2.88M | 0.92% | +39+0.4% | Added |
| Ak Global Asset Management, LLC | 8,800 | $2.88M | 2.44% | +350+4.1% | Added |
| Bolthouse Investments, LLC | 8,802 | $2.88M | 2.33% | 00.0% | Unchanged |
| Legacy Edge Advisors, LLC | 8,830 | $2.89M | 0.27% | −63−0.7% | Reduced |
| Benchmark Investment Advisors LLC | 8,840 | $2.89M | 1.27% | −146−1.6% | Reduced |
| FORA Capital, LLC | 8,849 | $2.90M | 0.20% | +5,389+155.8% | Added |