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
- +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
- 2,117 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 | 5,102 | $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 |
|---|---|---|---|---|---|
| Nottingham Advisors, Inc. | 1,499 | $508.0K | 0.06% | 00.0% | Unchanged |
| Edmp, Inc. | 1,553 | $508.2K | 0.41% | +8+0.5% | Added |
| Silverberg Bernstein Capital Management LLC | 1,554 | $508.7K | 0.19% | +100+6.9% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 1,558 | $509.9K | 0.69% | 00.0% | Unchanged |
| G2 Capital Management, LLC | 1,558 | $510.0K | 0.11% | 00.0% | Unchanged |
| Cauble & Harre Wealth Management, Inc. | 1,562 | $511.2K | 0.41% | 00.0% | Unchanged |
| First Growth Capital LLC | 1,562 | $511.4K | 0.39% | −248−13.7% | Reduced |
| Quaker Wealth Management, LLC | 1,564 | $511.9K | 0.15% | −35−2.2% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 1,565 | $512.3K | 0.14% | −152−8.9% | Reduced |
| Greenup Street Wealth Management LLC | 1,568 | $513.1K | 0.06% | −183−10.5% | Reduced |
| Saxony Capital Management, LLC | 1,568 | $513.3K | 0.24% | +74+5.0% | Added |
| HTG Investment Advisors, Inc. | 1,570 | $513.9K | 0.13% | −83−5.0% | Reduced |
| Spectrum Wealth Advisory Group, LLC | 1,570 | $514.0K | 0.15% | +1,570 | New |
| Orcam Financial Group | 1,573 | $515.0K | 0.25% | +1,573 | New |
| Renaissance Investment Group LLC | 1,576 | $515.9K | 0.10% | +585+59.0% | Added |
| ShoreHaven Wealth Partners, LLC | 1,577 | $516.1K | 0.16% | +5+0.3% | Added |
| Echo45 Advisors LLC | 1,578 | $516.5K | 0.27% | −222−12.3% | Reduced |
| Manchester Financial Inc | 1,578 | $516.6K | 0.09% | −4,316−73.2% | Reduced |
| Belleair Asset Management, LLC | 1,585 | $518.8K | 0.44% | 00.0% | Unchanged |
| PPS&V Asset Management Consultants, Inc. | 1,585 | $518.8K | 0.28% | −105−6.2% | Reduced |
| Lipe & Dalton | 1,585 | $519.0K | 0.24% | 00.0% | Unchanged |
| Valtinson Bruner Financial Planning LLC | 1,586 | $519.1K | 0.13% | −28−1.7% | Reduced |
| Blue Water Asset Management | 1,589 | $520.3K | 0.17% | +23+1.5% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 1,590 | $520.6K | 0.14% | +21+1.3% | Added |
| Asset Allocation Strategies LLC | 1,593 | $521.3K | 0.08% | +32+2.0% | Added |
| Silver Oak Advisory Group, Inc. | 1,597 | $522.0K | 0.21% | −132−7.6% | Reduced |
| Stonebridge Capital Management Inc | 1,600 | $523.7K | 0.25% | −760−32.2% | Reduced |
| Independent Family Office, LLC | 1,600 | $523.7K | 0.21% | −425−21.0% | Reduced |
| Lighthouse Financial LLC | 1,603 | $524.7K | 0.27% | +74+4.8% | Added |
| Sage Financial Management Group, Inc. | 1,607 | $526.0K | 0.14% | 00.0% | Unchanged |
| Granite FO LLC | 1,608 | $526.3K | 0.28% | 00.0% | Unchanged |
| Boyd Wealth Management, LLC | 1,608 | $526.5K | 0.20% | +23+1.5% | Added |
| Frederick Financial Consultants, LLC | 1,610 | $527.1K | 0.22% | +43+2.7% | Added |
| Cannon Financial Strategists, Inc. | 1,612 | $527.7K | 0.06% | +1+0.1% | Added |
| Heritage Wealth Management, Inc. | 1,616 | $529.0K | 0.26% | +16+1.0% | Added |
| Instrumental Wealth, LLC | 1,617 | $529.3K | 0.27% | +92+6.0% | Added |
| Prescott Group Capital Management, L.L.C. | 1,620 | $530.3K | 0.05% | +1,620 | New |
| George Kaiser Family Foundation | 1,620 | $530.3K | 0.05% | +1,620 | New |
| Oxford Asset Management LLP | 1,623 | $531.3K | 0.26% | +1,623 | New |
| St. Louis Trust Co | 20,899 | $531.3K | 0.14% | 00.0% | Unchanged |
| Solano Wealth Investment Advisors LLC | 1,625 | $532.2K | 0.24% | −1−0.1% | Reduced |
| Bay Harbor Wealth Management, LLC | 1,629 | $533.4K | 0.12% | +665+69.0% | Added |
| Emissary Wealth LLC | 1,633 | $534.5K | 0.41% | −7−0.4% | Reduced |
| Urban Wealth Management, LLC | 1,636 | $535.5K | 0.47% | 00.0% | Unchanged |
| Twin Focus Capital Partners, LLC | 1,638 | $536.2K | 0.05% | 00.0% | Unchanged |
| Towerpoint Wealth, LLC | 1,638 | $536.2K | 0.19% | 00.0% | Unchanged |
| Smith & Howard Wealth Management, LLC | 1,640 | $536.8K | 0.11% | +47+3.0% | Added |
| RPS Advisory Solutions LLC | 1,641 | $537.2K | 0.36% | +4+0.2% | Added |
| Steadtrust LLC | 1,647 | $539.2K | 0.27% | +1,647 | New |
| Carderock Capital Management Inc | 1,651 | $540.4K | 0.12% | −600−26.7% | Reduced |
| Prospect Financial Services LLC | 1,652 | $540.7K | 0.27% | +101+6.5% | Added |
| Trevian Wealth Management LLC | 1,653 | $541.0K | 0.23% | +52+3.2% | Added |
| Prepared Retirement Institute LLC | 1,655 | $541.7K | 0.23% | +9+0.5% | Added |
| Encompass Wealth Advisors, LLC | 1,656 | $541.9K | 0.16% | −15−0.9% | Reduced |
| CapitalatWork S.A. | – | $542.0K | 0.01% | – | – |
| IronBridge Private Wealth, LLC | 1,656 | $542.1K | 0.18% | +7+0.4% | Added |
| Plotkin Financial Advisors, LLC | 1,658 | $542.7K | 0.23% | +109+7.0% | Added |
| Capstone Wealth Management Group, LLC | 1,660 | $543.3K | 0.19% | +5+0.3% | Added |
| Walker Financial Services, Inc. | 1,660 | $543.6K | 0.17% | −67−3.9% | Reduced |
| Caitlin John, LLC | 1,664 | $544.5K | 0.30% | +625+60.2% | Added |
| Endowment Wealth Management, Inc. | 1,665 | $544.8K | 0.21% | +20+1.2% | Added |
| Morey & Quinn Wealth Partners, LLC | 1,666 | $545.3K | 0.35% | +95+6.0% | Added |
| WT Wealth Management | 1,670 | $546.6K | 0.15% | −28−1.6% | Reduced |
| Saturna Capital CORP | 1,673 | $547.6K | 0.01% | −1,200−41.8% | Reduced |
| Columbus Macro, LLC | 1,673 | $547.7K | 0.05% | −56−3.2% | Reduced |
| Avondale Wealth Management | 1,675 | $548.3K | 0.22% | +300+21.8% | Added |
| American Institute for Advanced Investment Management, LLP | 1,675 | $548.3K | 0.32% | 00.0% | Unchanged |
| Robinson Smith Wealth Advisors LLC | 1,678 | $549.3K | 0.33% | −600−26.3% | Reduced |
| BlueStem Wealth Partners, LLC | 1,680 | $549.9K | 0.05% | +90+5.7% | Added |
| Axecap Investments, LLC | 1,684 | $551.2K | 0.30% | −12,481−88.1% | Reduced |
| James Reed Financial Services, Inc. | 1,684 | $551.2K | 0.42% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 1,687 | $552.3K | 0.21% | +1,421+534.2% | Added |
| Continuum Wealth Advisors, LLC | 1,690 | $553.2K | 0.19% | +208+14.0% | Added |
| Ares Financial Consulting, LLC | 1,693 | $554.1K | 0.40% | 00.0% | Unchanged |
| Lavaca Capital LLC | 1,696 | $555.2K | 0.06% | +289+20.5% | Added |
| Petix & Botte Co | 1,696 | $555.2K | 0.11% | +848+100.0% | Added |
| Davidson Kahn Capital Management, LLC | 1,697 | $555.5K | 0.24% | +505+42.4% | Added |
| Waystone Advisors LLC | 1,702 | $557.1K | 0.42% | +122+7.7% | Added |
| Nova R Wealth, Inc. | 1,703 | $557.5K | 0.16% | −22−1.3% | Reduced |
| New Perspectives, Inc | 1,704 | $557.7K | 0.17% | 00.0% | Unchanged |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 1,709 | $559.4K | 0.09% | −15,980−90.3% | Reduced |
| waypoint wealth counsel | 1,709 | $559.6K | 0.35% | −777−31.3% | Reduced |
| RM Financial Services, LLC | 1,711 | $560.1K | 0.42% | 00.0% | Unchanged |
| KWMG, LLC | 1,713 | $560.7K | 0.04% | −11−0.6% | Reduced |
| BDFS Capital LLC | 1,713 | $560.8K | 0.24% | +1,713 | New |
| Houlihan Financial Resource Group, Ltd. | 1,715 | $561.4K | 0.20% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 1,749 | $561.7K | 0.06% | −9,378−84.3% | Reduced |
| Wallace Advisory Group, LLC | 1,716 | $561.7K | 0.53% | −29−1.7% | Reduced |
| Defender Capital, LLC. | 1,716 | $561.7K | 0.18% | 00.0% | Unchanged |
| Innova Wealth Partners | 1,717 | $562.1K | 0.23% | −61−3.4% | Reduced |
| Battery Global Advisors, LLC | 1,719 | $562.6K | 0.28% | +1+0.1% | Added |
| Townsend & Associates, Inc | 1,661 | $562.9K | 0.05% | 00.0% | Unchanged |
| Momentous Wealth Management, Inc. | 1,722 | $563.7K | 0.29% | +65+3.9% | Added |
| Rockbridge Investment Management, LCC | 1,723 | $564.0K | 0.05% | −171−9.0% | Reduced |
| Pathway Financial Advisors LLC | 1,687 | $564.3K | 0.07% | +183+12.2% | Added |
| Sage Capital Advisors,llc | 1,725 | $564.6K | 0.12% | −23−1.3% | Reduced |
| Clarus Wealth Advisors | 1,709 | $565.1K | 0.22% | −124−6.8% | Reduced |
| Yoder Wealth Management, Inc. | 1,727 | $565.3K | 0.22% | +9+0.5% | Added |
| Flaharty Asset Management, LLC | 1,691 | $565.6K | 0.81% | −1,970−53.8% | Reduced |
| Everest Management Corp. | 1,730 | $566.3K | 0.21% | +61+3.7% | Added |