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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
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: 3,519 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
Roundview Capital LLC––––Not filed
Spinnaker Trust––––Not filed
Granite Investment Partners, LLC––––Not filed
Tompkins Financial Corp––––Not filed
Pictet North America Advisors SA––––Not filed
MidFirst Bank––––Not filed
Generate Investment Management Ltd––––Not filed
Western Wealth Management, LLC––––Not filed
Integrated Advisors Network LLC––––Not filed
Princeton Global Asset Management LLC––––Not filed
TriCert Investment Counsel Inc.––––Not filed
Biondo Investment Advisors, LLC––––Not filed
Financiere des Professionnels - Fonds d,investissement inc.––––Not filed
1st Source Bank––––Not filed
Strategic Wealth Designers––––Not filed
Means Investment Co., Inc.––––Not filed
Capstone Financial Advisors, Inc.––––Not filed
Strategic Wealth Partners, Ltd.––––Not filed
Edgar Lomax Co––––Not filed
Pettyjohn, Wood & White, Inc––––Not filed
Leith Wheeler Investment Counsel Ltd.––––Not filed
Griffin Asset Management, Inc.––––Not filed
Essex Financial Services, Inc.––––Not filed
Sound View Wealth Advisors Group, LLC––––Not filed
Covea Finance––––Not filed
One Capital Management, LLC––––Not filed
Burling Wealth Partners, LLC––––Not filed
Harbour Investments, Inc.––––Not filed
Intellus Advisors LLC––––Not filed
Exchange Traded Concepts, LLC––––Not filed
MainStreet Investment Advisors LLC––––Not filed
Cape Cod Five Cents Savings Bank––––Not filed
Confluence Wealth Services, Inc.––––Not filed
Close Asset Management Ltd––––Not filed
NorthRock Partners, LLC––––Not filed
Carmel Capital Management L.L.C.––––Not filed
Plato Investment Management Ltd––––Not filed
Bank of Nova Scotia Trust Co––––Not filed
Emerald Investment Advisers, LLC––––Not filed
Joel Isaacson & Co., LLC––––Not filed
Van Hulzen Asset Management, LLC––––Not filed
Wealthcare Advisory Partners LLC––––Not filed
Iowa State Bank––––Not filed
Fagan Associates, Inc.––––Not filed
Copeland Capital Management, LLC––––Not filed
Baldwin Investment Management, LLC––––Not filed
Cardinal Point Capital Management, ULC––––Not filed
Keystone Financial Group––––Not filed
Parallax Volatility Advisers, L.P.––––Not filed
New Age Alpha Advisors, LLC––––Not filed
Texas Capital Bank Wealth Management Services Inc––––Not filed
Traynor Capital Management, Inc.––––Not filed
Buckley Wealth Management, LLC––––Not filed
Kingswood Wealth Advisors, LLC––––Not filed
Zuckerman Investment Group, LLC––––Not filed
Mitchell Capital Management Co––––Not filed
Farmers National Bank––––Not filed
Smartleaf Asset Management LLC––––Not filed
Buck Wealth Strategies, LLC––––Not filed
SFE Investment Counsel––––Not filed
Sara-Bay Financial––––Not filed
Winslow Asset Management Inc––––Not filed
Fulton Breakefield Broenniman LLC––––Not filed
Ar Asset Management Inc––––Not filed
Schnieders Capital Management, LLC.––––Not filed
Cypress Asset Management Inc––––Not filed
Osprey Private Wealth LLC––––Not filed
Cardinal Capital Management––––Not filed
Applied Finance Capital Management, LLC––––Not filed
Next Level Private LLC––––Not filed
Galvin, Gaustad & Stein, LLC––––Not filed
LVM Capital Management Ltd––––Not filed
BTG Pactual Asset Management US LLC––––Not filed
Harbor Investment Advisory, LLC––––Not filed
WealthBridge Investment Counsel Inc.––––Not filed
Allen Mooney & Barnes Investment Advisors LLC––––Not filed
Camden National Bank––––Not filed
Procyon Private Wealth Partners, LLC––––Not filed
JCIC Asset Management Inc.––––Not filed
Frank, Rimerman Advisors LLC––––Not filed
German American Bancorp, Inc.––––Not filed
Whalerock Point Partners, LLC––––Not filed
Segment Wealth Management, LLC––––Not filed
Cornerstone Wealth Group, LLC––––Not filed
Equitable Trust Co––––Not filed
Rocky Mountain Advisers, LLC––––Not filed
Jamison Private Wealth Management, Inc.––––Not filed
Mirador Capital Partners LP––––Not filed
Capital International Ltd––––Not filed
Intesa Sanpaolo S.p.A.––––Not filed
Fundamentun, LLC––––Not filed
Impax Asset Management Group plc––––Not filed
Signal Advisors Wealth, LLC––––Not filed
Perryman Financial Advisory Inc––––Not filed
Haverford Financial Services, Inc.––––Not filed
YHB Investment Advisors, Inc.––––Not filed
Oversea-Chinese Banking CORP Ltd––––Not filed
Intesa Sanpaolo Wealth Management––––Not filed
Wedmont Private Capital––––Not filed
American National Bank––––Not filed