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; 5,156 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
- 5,156
- +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
- 2,266 more added
- Sold out
- 114
- 2,116 more reduced
69 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 | 5,156 | $643.7B |
| Q1 2026 | 5,102 | $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 | 4,679 | $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 | 3,711 | $297.0B |
| Q2 2023 | 3,672 | $297.6B |
| Q1 2023 | 3,612 | $266.3B |
| Q4 2022 | 3,629 | $278.3B |
| Q3 2022 | 3,396 | $212.9B |
| Q2 2022 | 3,428 | $229.3B |
| Q1 2022 | 3,519 | $278.9B |
| Q4 2021 | 3,594 | $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 |
|---|---|---|---|---|---|
| Bayshore Asset Management, LLC | 698 | $228.5K | 0.08% | +698 | New |
| Puzo Michael J | 700 | $229.1K | 0.06% | −760−52.1% | Reduced |
| Forte Asset Management LLC | 700 | $229.1K | 0.09% | 00.0% | Unchanged |
| Smith Partners Wealth Management, LLC | 700 | $229.1K | 0.18% | 00.0% | Unchanged |
| Jag Capital Management, LLC | 700 | $229.2K | 0.02% | 00.0% | Unchanged |
| Walleye Partners, LLC | 701 | $229.5K | 0.26% | +701 | New |
| New England Capital Financial Advisors LLC | 702 | $229.7K | 0.05% | +500+247.5% | Added |
| Barnes Wealth Management Group, Inc | 702 | $229.8K | 0.11% | −118−14.4% | Reduced |
| Pincus Capital Management, LP | 703 | $230.1K | 0.14% | −89−11.2% | Reduced |
| BG Investment Services, Inc. | 704 | $230.5K | 0.17% | −5−0.7% | Reduced |
| Legacy Financial Group LLC | 704 | $230.6K | 0.03% | +704 | New |
| Brighton Securities Corp. | 707 | $231.4K | 0.10% | +707 | New |
| Element Pointe Advisors, LLC | 707 | $231.4K | 0.04% | +707 | New |
| Wingate Wealth Advisors, Inc. | 708 | $231.8K | 0.10% | 00.0% | Unchanged |
| Planning Directions Inc | 712 | $233.0K | 0.11% | +4+0.6% | Added |
| David Kennon Inc | 712 | $233.1K | 0.08% | 00.0% | Unchanged |
| BFI Wealth Solutions, LLC | 713 | $233.4K | 0.17% | +713 | New |
| J. M. Brown & Associates Inc. | 714 | $233.7K | 0.13% | +714 | New |
| Briaud Financial Planning, Inc | 714 | $233.7K | 0.06% | 00.0% | Unchanged |
| Seven Springs Wealth Group, LLC | 714 | $233.7K | 0.05% | +714 | New |
| Guardian Capital, LLC | 719 | $235.4K | 0.19% | −406−36.1% | Reduced |
| PVG Asset Management Corp | 723 | $236.7K | 0.14% | 00.0% | Unchanged |
| Seneca Financial Advisors LLC | 723 | $236.7K | 0.06% | 00.0% | Unchanged |
| Trust Co of Kansas | 724 | $237.0K | 0.12% | −175−19.5% | Reduced |
| Garrison Bradford & Associates Inc | 725 | $237.3K | 0.26% | 00.0% | Unchanged |
| Insight Financial Services | 725 | $237.5K | 0.11% | 00.0% | Unchanged |
| City Center Advisors, LLC | 726 | $237.6K | 0.19% | −14−1.9% | Reduced |
| Professional Financial Solutions LLC | 726 | $237.6K | 0.18% | 00.0% | Unchanged |
| Golden State Equity Partners | 727 | $238.0K | 0.64% | −46,893−98.5% | Reduced |
| PAX Financial Group, LLC | 728 | $238.3K | 0.04% | +728 | New |
| Fiscal Wisdom Wealth Management, LLC | 729 | $238.6K | 0.20% | 00.0% | Unchanged |
| Ted Buchan & Co | 732 | $239.5K | 0.08% | +732 | New |
| Trinity Wealth Management, LLC | 732 | $239.6K | 0.08% | +732 | New |
| Chaney Capital Management, Inc. | 733 | $239.9K | 0.08% | 00.0% | Unchanged |
| Gainline Financial Partners, LLC | 733 | $239.9K | 0.22% | +733 | New |
| Redwood Family Wealth LLC | 734 | $240.3K | 0.21% | +26+3.7% | Added |
| REDW Wealth LLC | 736 | $240.9K | 0.09% | +736 | New |
| Equita Financial Network, Inc. | 736 | $240.9K | 0.07% | +736 | New |
| Legacy Solutions, LLC | 737 | $241.1K | 0.20% | +37+5.3% | Added |
| MA Private Wealth | 737 | $241.2K | 0.04% | 00.0% | Unchanged |
| United Financial Planning Group LLC | 738 | $241.7K | 0.12% | 00.0% | Unchanged |
| Asset Allocation & Management Company, LLC | 740 | $242.0K | 0.08% | −848−53.4% | Reduced |
| Hudson Oak Wealth Advisory LLC | 740 | $242.2K | 0.19% | −14−1.9% | Reduced |
| Gator Capital Management, LLC | 740 | $242.2K | 0.05% | 00.0% | Unchanged |
| Franklin, Parlapiano, Turner & Welch, LLC | 741 | $242.6K | 0.05% | 00.0% | Unchanged |
| Tepp RIA, LLC | 742 | $243.0K | 0.16% | +742 | New |
| Covestor Ltd | 743 | $243.0K | 0.14% | −97−11.5% | Reduced |
| Mittelman Wealth Management | 435 | $243.2K | 0.16% | −377−46.4% | Reduced |
| Mason & Associates, LLC | 744 | $243.5K | 0.05% | 00.0% | Unchanged |
| N10 Assets, LLC | 746 | $244.2K | 0.11% | +746 | New |
| Prosperity Advisers, LLC | 747 | $244.5K | 0.18% | −23−3.0% | Reduced |
| New Wave Wealth Advisors LLC | 748 | $244.8K | 0.07% | +748 | New |
| Navigoe, LLC | 750 | $245.0K | 0.13% | +24+3.3% | Added |
| R Squared Ltd | 750 | $245.5K | 0.13% | −1,410−65.3% | Reduced |
| Clark Estates Inc | 750 | $245.5K | 0.06% | 00.0% | Unchanged |
| Proactive Wealth Strategies LLC | 752 | $246.1K | 0.04% | +4+0.5% | Added |
| DORVAL Corp | 757 | $247.8K | 0.07% | +757 | New |
| Qsemble Capital Management, LP | 759 | $248.4K | 0.03% | +759 | New |
| Petredis Investment Advisors LLC | 760 | $248.8K | 0.02% | +12+1.6% | Added |
| N10 Wealth, LLC | 760 | $248.8K | 0.09% | +760 | New |
| Banco BTG Pactual S.A. | 762 | $249.4K | 0.03% | +762 | New |
| Tran Capital Management, L.P. | 764 | $250.1K | 0.03% | +3+0.4% | Added |
| Northeast Planning Associates, Inc. | 764 | $250.1K | 0.19% | 00.0% | Unchanged |
| Ofc Financial Planning, LLC | 765 | $250.4K | 0.22% | +2+0.3% | Added |
| Macro Advisors, Inc. | 766 | $250.7K | 0.08% | −101−11.6% | Reduced |
| David J Yvars Group | 768 | $251.4K | 0.12% | 00.0% | Unchanged |
| Tidemark, LLC | 768 | $251.5K | 0.06% | −8−1.0% | Reduced |
| Life Planning Partners, Inc | 769 | $251.7K | 0.19% | −393−33.8% | Reduced |
| BAM Wealth Management, LLC | 770 | $252.0K | 0.16% | +66+9.4% | Added |
| Elefante Mark B | 772 | $252.7K | 0.11% | 00.0% | Unchanged |
| Financial Advisory Corp | 772 | $252.8K | 0.03% | +7+0.9% | Added |
| Painted Porch Advisors LLC | 774 | $253.3K | 0.11% | +774 | New |
| Donalies Financial Planning, LLC | 775 | $253.7K | 0.19% | 00.0% | Unchanged |
| Chico Wealth RIA | 779 | $255.0K | 0.13% | +13+1.7% | Added |
| Ridgeline Wealth Planning, LLC | 780 | $255.3K | 0.16% | +42+5.7% | Added |
| Peak Wealth Management LLC | 780 | $255.3K | 0.18% | +1+0.1% | Added |
| HFG Advisors, Inc. | 783 | $256.3K | 0.16% | −254−24.5% | Reduced |
| Cornerstone Wealth Advisors, Inc. | 784 | $256.7K | 0.05% | +75+10.6% | Added |
| Valued Wealth Advisors LLC | 787 | $257.5K | 0.09% | +83+11.8% | Added |
| marrick wealth, LLC | 788 | $257.9K | 0.18% | −3−0.4% | Reduced |
| Sightline Wealth Advisors, LLC | 788 | $257.9K | 0.09% | +13+1.7% | Added |
| Johnson Bixby & Associates, LLC | 789 | $258.3K | 0.03% | +36+4.8% | Added |
| Spectrum Planning & Advisory Services Inc. | 789 | $258.4K | 0.12% | −401−33.7% | Reduced |
| Financial Avengers, Inc. | 791 | $259.1K | 0.11% | +3+0.4% | Added |
| Legend Financial Advisors, Inc. | 794 | $259.9K | 0.15% | −69−8.0% | Reduced |
| Austin Wealth Management, LLC | 762 | $259.9K | 0.05% | −3−0.4% | Reduced |
| DiPaolo Financial Group, Inc. | 795 | $260.4K | 0.17% | −22−2.7% | Reduced |
| Fox Hill Wealth Management | 796 | $260.5K | 0.10% | +1+0.1% | Added |
| Phocas Financial Corp. | 798 | $261.2K | 0.04% | −53−6.2% | Reduced |
| Schaeffer Financial LLC | 798 | $261.2K | 0.20% | 00.0% | Unchanged |
| Planning Strategies Inc. | 800 | $261.8K | 0.16% | +800 | New |
| RiverTree Advisors, LLC | 800 | $261.9K | 0.15% | 00.0% | Unchanged |
| Sageworth Trust Co | 802 | $262.5K | 0.01% | −6,445−88.9% | Reduced |
| V2 Financial group LLC | 802 | $262.6K | 0.10% | +10+1.3% | Added |
| Note Advisors, LLC | 803 | $262.8K | 0.11% | −25−3.0% | Reduced |
| PACK Private Wealth, LLC | 803 | $262.8K | 0.11% | 00.0% | Unchanged |
| Cobblestone Asset Management LLC | 804 | $263.3K | 0.11% | 00.0% | Unchanged |
| Comprehensive Money Management Services LLC | 809 | $264.8K | 0.17% | −108−11.8% | Reduced |
| Waratah Capital Advisors Ltd. | 810 | $265.1K | 0.02% | −13−1.6% | Reduced |
| Headland Capital, LLC | 812 | $265.7K | 0.07% | +1+0.1% | Added |