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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
Radnor Capital Management, LLC––––Not filed
Laurel Wealth Advisors LLC––––Not filed
Stolper Co––––Not filed
Stratos Wealth Advisors, LLC––––Not filed
Nwi Management LP––––Not filed
Sava Infond d.o.o.––––Not filed
Nations Financial Group Inc,––––Not filed
Baker Ellis Asset Management LLC––––Not filed
Sigma Planning Corp––––Not filed
Clear Trail Advisors, LLC––––Not filed
Magnus Financial Group LLC––––Not filed
South Dakota Investment Council––––Not filed
Perennial Advisors, LLC––––Not filed
Mengis Capital Management, Inc.––––Not filed
Community Bank of Raymore––––Not filed
Independent Investors Inc––––Not filed
Arvest Bank Trust Division––––Not filed
Marsico Capital Management LLC––––Not filed
Visionary Wealth Advisors––––Not filed
Meridian Wealth Advisors, LLC––––Not filed
Valicenti Advisory Services Inc––––Not filed
Vestcor Inc––––Not filed
Quantitative Investment Management, LLC––––Not filed
Invictus Private Wealth, LLC––––Not filed
Meiji Yasuda America Inc––––Not filed
EagleClaw Capital Managment, LLC––––Not filed
Burney Co––––Not filed
Miramar Capital, LLC––––Not filed
Embree Financial Group––––Not filed
Bridgewater Advisors Inc.––––Not filed
Lynch & Associates––––Not filed
Hills Bank & Trust Co––––Not filed
HWG Holdings LP––––Not filed
Royal Fund Management, LLC––––Not filed
one8zero8, LLC––––Not filed
LDIC Inc.––––Not filed
Ascent Wealth Partners, LLC––––Not filed
Spartan Wealth Advisory Services LLC––––Not filed
NewSquare Capital LLC––––Not filed
Tower Research Capital LLC (TRC)––––Not filed
Clough Capital Partners L P––––Not filed
Annex Advisory Services, LLC––––Not filed
Dividend Assets Capital, LLC––––Not filed
Marietta Wealth Management, LLC––––Not filed
Colonial Trust Co––––Not filed
Woodley Farra Manion Portfolio Management Inc––––Not filed
Private Advisory Group LLC––––Not filed
Mizuho Markets Americas LLC––––Not filed
Castleark Management LLC––––Not filed
Foster & Motley Inc––––Not filed
Alps Advisors Inc––––Not filed
Fulton Bank, N.A.––––Not filed
Smithbridge Asset Management Inc––––Not filed
McMillan Office, Inc.––––Not filed
Venator Management LLC––––Not filed
Syon Capital LLC––––Not filed
Avantax Planning Partners, Inc.––––Not filed
GLOBALT Investments LLC––––Not filed
National Asset Management, Inc.––––Not filed
Fideuram Asset Management (Ireland) dac––––Not filed
Rheos Capital Works Inc.––––Not filed
Ameritas Advisory Services, LLC––––Not filed
RKL Wealth Management LLC––––Not filed
Peterson Wealth Services––––Not filed
Larson Financial Group LLC––––Not filed
Flagship Harbor Advisors, LLC––––Not filed
PDS Planning, Inc––––Not filed
Teamwork Financial Advisors, LLC––––Not filed
Loring Wolcott & Coolidge Fiduciary Advisors LLP––––Not filed
VestGen Advisors, LLC––––Not filed
Centaurus Financial, Inc.––––Not filed
Naples Global Advisors, LLC––––Not filed
Simplicity Wealth,LLC––––Not filed
Duncker Streett & Co Inc––––Not filed
Live Oak Private Wealth LLC––––Not filed
Community Bank & Trust, Waco, Texas––––Not filed
Pure Financial Advisors, Inc.––––Not filed
Capital Analysts, LLC––––Not filed
Harrell Investment Partners, LLC––––Not filed
Wellington Shields & Co., LLC––––Not filed
Belpointe Asset Management LLC––––Not filed
Brave Asset Management Inc––––Not filed
Giverny Capital Inc.SuperinvestorGiverny Capital––––Not filed
Twin Capital Management Inc––––Not filed
Cambient Family Office, LLC––––Not filed
Boyar Asset Management Inc.––––Not filed
PEAK6 LLC––––Not filed
United Asset Strategies, Inc.––––Not filed
Prosperity Consulting Group, LLC––––Not filed
Canal Capital Management, LLC––––Not filed
Hennion & Walsh Asset Management, Inc.––––Not filed
Rench Wealth Management, Inc.––––Not filed
Adalta Capital Management LLC––––Not filed
Phoenix Holdings Ltd.––––Not filed
Community Financial Services Group, LLC––––Not filed
Longbow Finance SA––––Not filed
Pine Valley Investments Ltd Liability Co––––Not filed
RPG Investment Advisory, LLC––––Not filed
Pioneer Trust Bank N A––––Not filed
Financial Advisory Service, Inc.––––Not filed