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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; 5,157 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, 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
24
+1 vs. Q2 2026
Shares held
330.5K
+14.8K (+4.7%) vs. Q2 2026
Total value
$109.4M
+$6.02M (+5.8%) vs. Q2 2026
New holders
1
10 more added
Sold out
0
9 more reduced

5,135 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: 3,520 institutionsQ2 2022: 3,428 institutionsQ3 2022: 3,396 institutionsQ4 2022: 3,629 institutionsQ1 2023: 3,613 institutionsQ2 2023: 3,673 institutionsQ3 2023: 3,711 institutionsQ4 2023: 4,002 institutionsQ1 2024: 4,121 institutionsQ2 2024: 4,182 institutionsQ3 2024: 4,216 institutionsQ4 2024: 4,680 institutionsQ1 2025: 4,680 institutionsQ2 2025: 4,753 institutionsQ3 2025: 4,766 institutionsQ4 2025: 5,155 institutionsQ1 2026: 5,103 institutionsQ2 2026: 5,157 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: $572.1BQ2 2026: $643.7B
Institutions holding JPM and their total value by quarter
QuarterHoldersValue
Q2 20265,157$643.7B
Q1 20265,103$572.1B
Q4 20255,155$639.5B
Q3 20254,766$618.0B
Q2 20254,753$582.4B
Q1 20254,680$494.6B
Q4 20244,680$490.0B
Q3 20244,216$429.4B
Q2 20244,182$416.2B
Q1 20244,121$414.5B
Q4 20234,002$351.8B
Q3 20233,711$297.0B
Q2 20233,673$297.6B
Q1 20233,613$266.3B
Q4 20223,629$278.3B
Q3 20223,396$212.9B
Q2 20223,428$229.3B
Q1 20223,520$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
Rice Partnership, LLC––––Not filed
General American Investors Co Inc––––Not filed
Archon Partners LLC––––Not filed
Banque Cantonale Vaudoise––––Not filed
Venturi Wealth Management, LLC––––Not filed
MASTERINVEST Kapitalanlage GmbH––––Not filed
Diversify Advisory Services, LLC––––Not filed
Diversify Wealth Management, LLC––––Not filed
Montag A & Associates Inc––––Not filed
Thoroughbred Financial Services, LLC––––Not filed
North Dakota State Investment Board––––Not filed
Advisors Asset Management, Inc.––––Not filed
Cypress Capital Group––––Not filed
Willis Investment Counsel––––Not filed
SlateStone Wealth, LLC––––Not filed
Burns J W & Co Inc––––Not filed
Cyndeo Wealth Partners, LLC––––Not filed
Atomi Financial Group, Inc.––––Not filed
JB Capital LLC––––Not filed
Whitener Capital Management, Inc.––––Not filed
Trajan Wealth LLC––––Not filed
Baxter Bros Inc––––Not filed
Moneta Group Investment Advisors LLC––––Not filed
Washington Trust Bank––––Not filed
Pittenger & Anderson Inc––––Not filed
Sagespring Wealth Partners, LLC––––Not filed
M Holdings Securities, Inc.––––Not filed
Charter Trust Co––––Not filed
Legacy Private Trust Co.––––Not filed
Palisade Asset Management, LLC––––Not filed
Robertson Stephens Wealth Management, LLC––––Not filed
Courier Capital LLC––––Not filed
Goelzer Investment Management, Inc.––––Not filed
Novare Capital Management LLC––––Not filed
DSG Capital Advisors, LLC––––Not filed
Meiji Yasuda Asset Management Co Ltd.––––Not filed
Securian Asset Management, Inc––––Not filed
Cullinan Associates Inc––––Not filed
IHT Wealth Management, LLC––––Not filed
Greenwood Gearhart Inc––––Not filed
Cabot Wealth Management Inc––––Not filed
Geneos Wealth Management Inc.––––Not filed
Clarity Financial LLC––––Not filed
Wellington Shields Capital Management, LLC––––Not filed
BTC Capital Management, Inc.––––Not filed
Spire Wealth Management––––Not filed
Siemens Fonds Invest GmbH––––Not filed
Gladstone Institutional Advisory LLC––––Not filed
PFG Investments, LLC––––Not filed
Cohen Klingenstein LLC––––Not filed
CCM Investment Advisers LLC––––Not filed
FourThought Financial Partners, LLC––––Not filed
Stockman Wealth Management, Inc.––––Not filed
Circle Wealth Management, LLC––––Not filed
Douglass Winthrop Advisors, LLC––––Not filed
Connors Investor Services Inc––––Not filed
Rbo & Co LLC––––Not filed
Davy Global Fund Management Ltd––––Not filed
Journey Advisory Group, LLC––––Not filed
Everence Capital Management Inc––––Not filed
Stenger Family Office, LLC––––Not filed
Y-Intercept (Hong Kong) Ltd––––Not filed
Kentucky Retirement Systems Insurance Trust Fund––––Not filed
Richard C. Young & CO., LTD.––––Not filed
Ledyard National Bank––––Not filed
Courant Investment Management LLC––––Not filed
Allied Investment Advisors, LLC––––Not filed
IFP Advisors, Inc––––Not filed
Sowell Financial Services LLC––––Not filed
Brighton Jones LLC––––Not filed
TD Private Client Wealth LLC––––Not filed
Linscomb & Williams, Inc.––––Not filed
Caisse des Depots Et Consignations––––Not filed
Tufton Capital Management––––Not filed
Strategy Asset Managers LLC––––Not filed
River Wealth Advisors LLC––––Not filed
Alerus Financial NA––––Not filed
J. Safra Sarasin Holding AG––––Not filed
First American Trust, FSB––––Not filed
Logan Capital Management Inc––––Not filed
CenterBook Partners LP––––Not filed
Woodstock Corp––––Not filed
James Investment Research Inc––––Not filed
Middleton & Co Inc––––Not filed
Simmons Bank––––Not filed
Carlson Capital L P––––Not filed
Savvy Advisors, Inc.––––Not filed
Heritage Trust Co––––Not filed
Community Bank, N.A.––––Not filed
Eagle Rock Investment Company, LLC––––Not filed
Barbara Oil Co.––––Not filed
Caldwell Trust Co––––Not filed
AMG National Trust Bank––––Not filed
Laffer Tengler Investments––––Not filed
Ninety One SA (PTY) Ltd––––Not filed
BKD Wealth Advisors, LLC––––Not filed
Sand Hill Global Advisors, LLC––––Not filed
Artemis Investment Management LLP––––Not filed
Telos Capital Management, Inc.––––Not filed
Kinsale Capital Group, Inc.––––Not filed