JPMorgan Chase & Co

JPM

Exchange: NYSE
Industry: National Commercial Banks
SEC CIK: 0000019617

SEC filings (opens in a new tab)

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 classesAMJB VYLD JPM.PC JPM.PD JPM.PJ JPM.PK JPM.PL JPM.PM

13F holders, Q3 2026

Institutional positions in JPMorgan Chase & Co as of Sep 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

Q3 2026 data is still coming in (13F filing deadline: Nov 16, 2026), so these numbers are incomplete.

Institutional holders: 13; 0 vs. Q2 2026
Shares held: 217.3K; −1.65K (−0.8%) vs. Q2 2026
Total value: $71.9M; +$256.5K (+0.4%) vs. Q2 2026
New holders: 0; 4 more added
Sold out: 0; 7 more reduced

5,144 institutions that held it in Q2 2026 haven't filed for Q3 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holders

Value held

Institutions holding JPM and their total value by quarter
Quarter	Holders	Value
Q2 2026	5,157	$643.7B
Q1 2026	5,103	$572.1B
Q4 2025	5,155	$639.5B
Q3 2025	4,766	$618.0B
Q2 2025	4,753	$582.4B
Q1 2025	4,680	$494.6B
Q4 2024	4,680	$490.0B
Q3 2024	4,216	$429.4B
Q2 2024	4,182	$416.2B
Q1 2024	4,121	$414.5B
Q4 2023	4,002	$351.8B
Q3 2023	3,711	$297.0B
Q2 2023	3,673	$297.6B
Q1 2023	3,613	$266.3B
Q4 2022	3,629	$278.3B
Q3 2022	3,396	$212.9B
Q2 2022	3,428	$229.3B
Q1 2022	3,520	$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, Q3 2026

Shares, value and share of portfolio for each institution holding JPMorgan Chase & Co; share changes are against Q2 2026.

Institutions holding JPM in Q3 2026
Institution	Shares	Value	% of portfolio	Change in shares	Action
First Financial Bank - Trust Division	73,366	$24.3M	1.75%	+1,274+1.8%	Added
Stonebridge Financial Group, LLC	38,712	$12.8M	0.94%	+633+1.7%	Added
Coastline Trust Co	26,359	$8.72M	0.81%	−2,591−8.9%	Reduced
Montecito Bank & Trust	25,796	$8.53M	1.29%	−65−0.3%	Reduced
Doliver Advisors, LP	20,995	$6.95M	1.53%	−807−3.7%	Reduced
Cacti Asset Management LLC	9,710	$3.25M	0.17%	−350−3.5%	Reduced
Roxbury Financial LLC	8,538	$2.82M	2.17%	+153+1.8%	Added
Hickory Point Bank & Trust	6,292	$2.08M	1.25%	−50−0.8%	Reduced
Burkett Financial Services, LLC	2,978	$985.4K	0.30%	+241+8.8%	Added
Noble Wealth Management PBC	1,725	$570.7K	0.26%	−74−4.1%	Reduced
Defender Capital, LLC.	1,716	$567.7K	0.18%	00.0%	Unchanged
Confluence Investment Management LLC	636	$210.4K	0.00%	−17−2.6%	Reduced
Sarver Vrooman Wealth Advisors	460	$152.2K	0.09%	00.0%	Unchanged
BlackRock, Inc.	–	–	–	–	Not filed
Vanguard Capital Management LLC	–	–	–	–	Not filed
State Street Corp	–	–	–	–	Not filed
Bank of America Corp	–	–	–	–	Not filed
Morgan Stanley	–	–	–	–	Not filed
Vanguard Portfolio Management LLC	–	–	–	–	Not filed
Geode Capital Management, LLC	–	–	–	–	Not filed
Norges Bank	–	–	–	–	Not filed
Northern Trust Corp	–	–	–	–	Not filed
Capital Research Global Investors	–	–	–	–	Not filed
Price T Rowe Associates Inc	–	–	–	–	Not filed
FMR LLC	–	–	–	–	Not filed
Goldman Sachs Group Inc	–	–	–	–	Not filed
Wells Fargo & Company	–	–	–	–	Not filed
Royal Bank of Canada	–	–	–	–	Not filed
Bank of New York Mellon Corp	–	–	–	–	Not filed
Dimensional Fund Advisors LP	–	–	–	–	Not filed
Charles Schwab Investment Management Inc	–	–	–	–	Not filed
UBS Asset Management Americas Inc	–	–	–	–	Not filed
UBS Group AG	–	–	–	–	Not filed
Legal & General Group Plc	–	–	–	–	Not filed
Fisher Asset Management, LLC	–	–	–	–	Not filed
Ameriprise Financial Inc	–	–	–	–	Not filed
Franklin Resources Inc	–	–	–	–	Not filed
Raymond James Financial Inc	–	–	–	–	Not filed
Capital World Investors	–	–	–	–	Not filed
Nuveen, LLC	–	–	–	–	Not filed
Vanguard Fiduciary Trust Co	–	–	–	–	Not filed
SG Americas Securities, LLC	–	–	–	–	Not filed
Capital International Investors	–	–	–	–	Not filed
Invesco Ltd.	–	–	–	–	Not filed
Massachusetts Financial Services Co	–	–	–	–	Not filed
Barclays PLC	–	–	–	–	Not filed
BNP Paribas Arbitrage, SA	–	–	–	–	Not filed
Canada Pension Plan Investment Board	–	–	–	–	Not filed
Neuberger Berman Group LLC	–	–	–	–	Not filed
Amundi	–	–	–	–	Not filed
Deutsche Bank AG	–	–	–	–	Not filed
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	–	–	–	–	Not filed
Boston Partners	–	–	–	–	Not filed
Envestnet Asset Management Inc	–	–	–	–	Not filed
HSBC Holdings PLC	–	–	–	–	Not filed
Baird Financial Group, Inc.	–	–	–	–	Not filed
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.	–	–	–	–	Not filed
Schroder Investment Management Group	–	–	–	–	Not filed
The PNC Financial Services Group, Inc.	–	–	–	–	Not filed
Sumitomo Mitsui Trust Holdings, Inc.	–	–	–	–	Not filed
Bank of Montreal	–	–	–	–	Not filed
California Public Employees Retirement System	–	–	–	–	Not filed
National Pension Service	–	–	–	–	Not filed
Vanguard Global Advisers, LLC	–	–	–	–	Not filed
Healthcare of Ontario Pension Plan Trust Fund	–	–	–	–	Not filed
LPL Financial LLC	–	–	–	–	Not filed
JPMorgan Chase & Co	–	–	–	–	Not filed
Citigroup Inc	–	–	–	–	Not filed
Alliancebernstein L.P.	–	–	–	–	Not filed
Principal Financial Group Inc	–	–	–	–	Not filed
Unisphere Establishment	–	–	–	–	Not filed
Vanguard Asset Management, Ltd	–	–	–	–	Not filed
Swedbank AB	–	–	–	–	Not filed
Rhumbline Advisers	–	–	–	–	Not filed
Clearbridge Investments, LLC	–	–	–	–	Not filed
Wellington Management Group LLP	–	–	–	–	Not filed
Bessemer Group Inc	–	–	–	–	Not filed
California State Teachers Retirement System	–	–	–	–	Not filed
American Century Companies Inc	–	–	–	–	Not filed
Jupiter Topco LLC	–	–	–	–	Not filed
Stifel Financial Corp	–	–	–	–	Not filed
Voya Investment Management LLC	–	–	–	–	Not filed
Sanders Capital, LLC	–	–	–	–	Not filed
CIBC Bancorp USA Inc.	–	–	–	–	Not filed
Nordea Investment Management AB	–	–	–	–	Not filed
National Bank of Canada	–	–	–	–	Not filed
TD Asset Management Inc	–	–	–	–	Not filed
US Bancorp	–	–	–	–	Not filed
Primecap Management Co	–	–	–	–	Not filed
Fifth Third Bancorp	–	–	–	–	Not filed
Fayez Sarofim & Co	–	–	–	–	Not filed
Mariner, LLC	–	–	–	–	Not filed
Truist Financial Corp	–	–	–	–	Not filed
APG Asset Management N.V.	–	–	–	–	Not filed
CI Private Wealth, LLC	–	–	–	–	Not filed
Aviva PLC	–	–	–	–	Not filed
DekaBank Deutsche Girozentrale	–	–	–	–	Not filed
Robeco Institutional Asset Management B.V.	–	–	–	–	Not filed
New York State Common Retirement Fund	–	–	–	–	Not filed
FIL Ltd	–	–	–	–	Not filed