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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, 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
48
+2 vs. Q2 2026
Shares held
2.47M
−132.9K (−5.1%) vs. Q2 2026
Total value
$816.1M
−$34.8M (−4.1%) vs. Q2 2026
New holders
2
14 more added
Sold out
0
24 more reduced

5,112 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
Q1 2021: 3,218 institutionsQ2 2021: 3,246 institutionsQ3 2021: 3,239 institutionsQ4 2021: 3,595 institutionsQ1 2022: 3,519 institutionsQ2 2022: 3,427 institutionsQ3 2022: 3,395 institutionsQ4 2022: 3,628 institutionsQ1 2023: 3,612 institutionsQ2 2023: 3,672 institutionsQ3 2023: 3,710 institutionsQ4 2023: 4,001 institutionsQ1 2024: 4,120 institutionsQ2 2024: 4,181 institutionsQ3 2024: 4,215 institutionsQ4 2024: 4,680 institutionsQ1 2025: 4,679 institutionsQ2 2025: 4,752 institutionsQ3 2025: 4,765 institutionsQ4 2025: 5,154 institutionsQ1 2026: 5,103 institutionsQ2 2026: 5,158 institutions
Value held
Q1 2021: $330.3BQ2 2021: $329.3BQ3 2021: $342.0BQ4 2021: $330.1BQ1 2022: $278.9BQ2 2022: $229.3BQ3 2022: $212.9BQ4 2022: $278.3BQ1 2023: $266.3BQ2 2023: $297.6BQ3 2023: $297.0BQ4 2023: $351.8BQ1 2024: $414.5BQ2 2024: $416.2BQ3 2024: $429.4BQ4 2024: $490.0BQ1 2025: $494.6BQ2 2025: $582.4BQ3 2025: $618.0BQ4 2025: $639.5BQ1 2026: $572.0BQ2 2026: $643.7B
Institutions holding JPM and their total value by quarter
QuarterHoldersValue
Q2 20265,158$643.7B
Q1 20265,103$572.0B
Q4 20255,154$639.5B
Q3 20254,765$618.0B
Q2 20254,752$582.4B
Q1 20254,679$494.6B
Q4 20244,680$490.0B
Q3 20244,215$429.4B
Q2 20244,181$416.2B
Q1 20244,120$414.5B
Q4 20234,001$351.8B
Q3 20233,710$297.0B
Q2 20233,672$297.6B
Q1 20233,612$266.3B
Q4 20223,628$278.3B
Q3 20223,395$212.9B
Q2 20223,427$229.3B
Q1 20223,519$278.9B
Q4 20213,595$330.1B
Q3 20213,239$342.0B
Q2 20213,246$329.3B
Q1 20213,218$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
InstitutionSharesValue% of portfolioChange in sharesAction
Independent Advisor Alliance––––Not filed
LMCG Investments, LLC––––Not filed
Conning Inc.––––Not filed
New Mexico Educational Retirement Board––––Not filed
WSFS Capital Management, LLC––––Not filed
Verition Fund Management LLC––––Not filed
Matrix Asset Advisors Inc––––Not filed
Perigon Wealth Management, LLC––––Not filed
Valeo Financial Advisors, LLC––––Not filed
Martingale Asset Management L P––––Not filed
AlphaCore Capital LLC––––Not filed
Narwhal Capital Management––––Not filed
Squarepoint Ops LLC––––Not filed
Global Retirement Partners, LLC––––Not filed
Ostrum Asset Management––––Not filed
Bridgeway Capital Management, LLC––––Not filed
DKRT Investments Corp.––––Not filed
Fred Alger Management, LLC––––Not filed
Ceredex Value Advisors LLC––––Not filed
Appleton Partners Inc––––Not filed
Verity & Verity, LLC––––Not filed
Moors & Cabot, Inc.––––Not filed
Heritage Wealth Advisors––––Not filed
LaFleur & Godfrey LLC––––Not filed
NBT Bank N A––––Not filed
Tower Bridge Advisors––––Not filed
Payden & Rygel––––Not filed
WestEnd Advisors, LLC––––Not filed
HBK Sorce Advisory LLC––––Not filed
Fideuram - Intesa Sanpaolo Private Banking S.P.A.––––Not filed
Holocene Advisors, LP––––Not filed
BLB&B Advisors, LLC––––Not filed
Adell Harriman & Carpenter Inc––––Not filed
Foster Dykema Cabot & Partners, LLC––––Not filed
Soros Fund Management LLCSuperinvestorSoros Fund Management––––Not filed
Hamilton Capital Partners Inc.––––Not filed
Steigerwald, Gordon & Koch Inc.––––Not filed
Woodbridge Co Ltd––––Not filed
Nicolet Bankshares Inc––––Not filed
Dodge & Cox––––Not filed
Tokio Marine Asset Management Co Ltd––––Not filed
Villere St Denis J & Co LLC––––Not filed
First Long Island Investors, LLC––––Not filed
Patten & Patten Inc––––Not filed
Resources Investment Advisors, LLC.––––Not filed
Anchor Capital Advisors LLC––––Not filed
Horizon Investments, LLC––––Not filed
First Citizens Bank & Trust Co––––Not filed
Lombard Odier Asset Management (Switzerland) SA––––Not filed
Wealthspire Advisors, LLC––––Not filed
Texas Yale Capital Corp.––––Not filed
Nemes Rush Group LLC––––Not filed
GAMMA Investing LLC––––Not filed
Stonebridge Capital Advisors LLC––––Not filed
J.W. Cole Advisors, Inc.––––Not filed
Talbot Financial, LLC––––Not filed
Freestone Capital Holdings, LLC––––Not filed
Hantz Financial Services, Inc.––––Not filed
Dana Investment Advisors, Inc.––––Not filed
Colonial Trust Advisors––––Not filed
J.P. Marvel Investment Advisors, LLC––––Not filed
Mission Wealth Management, LP––––Not filed
Metis Global Partners, LLC––––Not filed
Cary Street Partners Financial LLC––––Not filed
Private Capital Management, LLC––––Not filed
First Fiduciary Investment Counsel, Inc.––––Not filed
Schwerin Boyle Capital Management Inc––––Not filed
ARS Wealth Advisors Group, LLC––––Not filed
Shufro Rose & Co LLC––––Not filed
Hudson Bay Capital Management LP––––Not filed
Private Management Group Inc––––Not filed
Fullerton Fund Management Co Ltd.––––Not filed
SCS Capital Management LLC––––Not filed
Culbertson A N & Co Inc––––Not filed
Sit Investment Associates Inc––––Not filed
Palisade Capital Management LLC––––Not filed
Resources Management Corp––––Not filed
Alley Investment Management Company, LLC––––Not filed
Polar Capital Holdings Plc––––Not filed
Abner Herrman & Brock LLC––––Not filed
Principal Securities, Inc.––––Not filed
Stillwater Capital Advisors, LLC––––Not filed
Oak Associates, Ltd––––Not filed
Ashton Thomas Private Wealth, LLC––––Not filed
SS&H Financial Advisors, Inc.––––Not filed
ProVise Management Group, LLC––––Not filed
Congress Asset Management Co––––Not filed
KMG Fiduciary Partners, LLC––––Not filed
Rossmore Private Capital––––Not filed
CAPROCK Group, Inc.––––Not filed
Insigneo Advisory Services, LLC––––Not filed
Great Valley Advisor Group, Inc.––––Not filed
Rothschild Capital Partners, LLC––––Not filed
Lyell Wealth Management, LP––––Not filed
Empirical Finance, LLC––––Not filed
Absher Wealth Management, LLC––––Not filed
Chicago Partners Investment Group LLC––––Not filed
Callan Family Office, LLC––––Not filed
Sumitomo Life Insurance Co––––Not filed
Hosking Partners LLP––––Not filed