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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
BSN Capital Partners Ltd––––Not filed
Oak Harvest Investment Services––––Not filed
Coldstream Capital Management Inc––––Not filed
Thomasville National Bank––––Not filed
Bragg Financial Advisors, Inc––––Not filed
Diversified Trust Co––––Not filed
Harvest Portfolios Group Inc.––––Not filed
Fiduciary Alliance LLC––––Not filed
Gotham Asset Management, LLC––––Not filed
Titan Investment Solutions Ltd––––Not filed
Forbes J M & Co LLP––––Not filed
Ritholtz Wealth Management––––Not filed
Capital Group Private Client Services, Inc.––––Not filed
Northwest & Ethical Investments L.P.––––Not filed
CWA Asset Management Group, LLC––––Not filed
Kornitzer Capital Management Inc––––Not filed
W.G. Shaheen & Associates DBA Whitney & Co––––Not filed
Mutual Advisors, LLC––––Not filed
Old National Bancorp––––Not filed
Clear Harbor Asset Management, LLC––––Not filed
Level Four Advisory Services, LLC––––Not filed
First Foundation Advisors––––Not filed
Yarbrough Capital, LLC––––Not filed
Evergreen Capital Management LLC––––Not filed
United Bank––––Not filed
Avanza Fonder AB––––Not filed
Cidel Asset Management Inc––––Not filed
Ballentine Partners, LLC––––Not filed
Gillespie Robinson & Grimm Inc––––Not filed
GDS Wealth Management––––Not filed
Manning & Napier Advisors LLC––––Not filed
Trust Co of Toledo NA––––Not filed
Assenagon Asset Management S.A.––––Not filed
Canada Post Corp Registered Pension Plan––––Not filed
Beese Fulmer Investment Management, Inc.––––Not filed
Pallas Capital Advisors LLC––––Not filed
Azimuth Capital Investment Management LLC––––Not filed
Callahan Advisors, LLC––––Not filed
Birch Hill Investment Advisors LLC––––Not filed
Dorsey & Whitney Trust CO LLC––––Not filed
Lockheed Martin Investment Management Co––––Not filed
Osborne Partners Capital Management, LLC––––Not filed
Fort Sheridan Advisors LLC––––Not filed
Easterly Investment Partners LLC––––Not filed
Grimes & Company, Inc.––––Not filed
Independence Bank of Kentucky––––Not filed
Harbour Trust & Investment Management Co––––Not filed
Albion Financial Group––––Not filed
Leavell Investment Management, Inc.––––Not filed
Ethic Inc.––––Not filed
Grantham, Mayo, Van Otterloo & Co. LLC––––Not filed
GHP Investment Advisors, Inc.––––Not filed
Arbejdsmarkedets Tillaegspension––––Not filed
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management––––Not filed
Greenleaf Trust––––Not filed
Polaris Capital Management, LLC––––Not filed
Dixon Mitchell Investment Counsel Inc.––––Not filed
Quadrant Capital Group LLC––––Not filed
Cincinnati Financial Corp––––Not filed
NLB Skladi, upravljanje premozenja, d.o.o.––––Not filed
Davis-Rea Ltd.––––Not filed
Wedbush Securities Inc––––Not filed
Cullen Investment Group, Ltd.––––Not filed
Westpac Banking Corp––––Not filed
Bourgeon Capital Management LLC––––Not filed
MUFG Securities Americas Inc.––––Not filed
Osmosis Investment Management UK Ltd––––Not filed
Sienna Gestion––––Not filed
Verdence Capital Advisors LLC––––Not filed
Barrow Hanley Mewhinney & Strauss LLC––––Not filed
TritonPoint Partners, LLC––––Not filed
Addenda Capital Inc.––––Not filed
Moran Wealth Management, LLC––––Not filed
Terry L. Blaker––––Not filed
Fiduciary Group LLC––––Not filed
Barlow Wealth Partners, Inc.––––Not filed
Baldwin Brothers Inc––––Not filed
Northwestern Mutual Investment Management Company, LLC––––Not filed
Calamos Wealth Management LLC––––Not filed
Knights of Columbus Asset Advisors LLC––––Not filed
Signaturefd, LLC––––Not filed
Edge Wealth Management LLC––––Not filed
Guardian Partners Inc.––––Not filed
Anderson Hoagland & Co––––Not filed
WCG Wealth Advisors LLC––––Not filed
Summitry LLC––––Not filed
WoodTrust Financial Corp––––Not filed
Buckingham Strategic Partners––––Not filed
Red Door Wealth Management, LLC––––Not filed
Aviance Capital Partners, LLC––––Not filed
Webster Bank, N. A.––––Not filed
OpenArc Corporate Advisory, LLC––––Not filed
Trust Co of Virginia––––Not filed
North Star Asset Management Inc––––Not filed
Dearborn Partners LLC––––Not filed
Boston Private Wealth LLC––––Not filed
Woodmont Investment Counsel LLC––––Not filed
Peak Asset Management, LLC––––Not filed
Meeder Advisory Services, Inc.––––Not filed
Westchester Capital Management, Inc.––––Not filed