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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
Shepherd Financial Partners LLC––––Not filed
Premier Fund Managers Ltd––––Not filed
Boston Family Office LLC––––Not filed
Sigma Investment Counselors Inc––––Not filed
Coastal Bridge Advisors, LLC––––Not filed
Cutler Investment Counsel LLC––––Not filed
Brown Miller Wealth Management, LLC––––Not filed
Walter Public Investments Inc.––––Not filed
Atlanta Consulting Group Advisors, LLC––––Not filed
Stokes Capital Advisors, LLC––––Not filed
Pettee Investors, Inc.––––Not filed
Generali Investments CEE, investicni spolecnost, a.s.––––Not filed
Harbor Capital Advisors, Inc.––––Not filed
AlTi Global, Inc.––––Not filed
Harbour Capital Advisors, LLC––––Not filed
Bearing Point Capital, LLC––––Not filed
Punch & Associates Investment Management, Inc.––––Not filed
Apriem Advisors––––Not filed
Csenge Advisory Group––––Not filed
Kavar Capital Partners Group, LLC––––Not filed
Axxion S.A.––––Not filed
Thompson Siegel & Walmsley LLC––––Not filed
First National Advisers, LLC––––Not filed
Jacobi Capital Management LLC––––Not filed
Rollins Financial Advisors, LLC––––Not filed
Parr McKnight Wealth Management Group, LLC––––Not filed
City Holding Co––––Not filed
Viking Fund Management LLC––––Not filed
Steel Peak Wealth Management LLC––––Not filed
Global Wealth Management Investment Advisory, Inc.––––Not filed
Stokes Family Office, LLC––––Not filed
Security National Bank––––Not filed
Mystic Asset Management, Inc.––––Not filed
SevenBridge Financial Group, LLC––––Not filed
Independent Financial Group, LLC––––Not filed
Tulsa Wealth Advisors, INC––––Not filed
Ipswich Investment Management Co., Inc.––––Not filed
Providence Capital Advisors, LLC––––Not filed
New England Asset Management Inc––––Not filed
IFG Advisory, LLC––––Not filed
Hudson Valley Investment Advisors Inc––––Not filed
F/M Investments LLC––––Not filed
Banque Pictet & Cie SA––––Not filed
New Republic Capital, LLC––––Not filed
Transcend Wealth Collective, LLC––––Not filed
Strategic Planning Group, LLC––––Not filed
Plimoth Trust Co LLC––––Not filed
Nordwand Advisors, LLC––––Not filed
Intrust Bank NA––––Not filed
RMR Wealth Builders––––Not filed
Interval Partners, LP––––Not filed
Schulhoff & Co Inc––––Not filed
Guardian Capital LP––––Not filed
Patton Albertson Miller Group, LLC––––Not filed
Purpose Unlimited Inc.––––Not filed
Parcion Private Wealth LLC––––Not filed
Thompson Investment Management, Inc.––––Not filed
Sone Capital Management, LLC––––Not filed
Pinnacle Wealth Management Advisory Group, LLC––––Not filed
Systematic Alpha Investments, LLC––––Not filed
Townsend Asset Management Corp––––Not filed
Family Capital Trust Co––––Not filed
Manitou Investment Management Ltd.––––Not filed
WESPAC Advisors SoCal, LLC––––Not filed
Parthenon LLC––––Not filed
Matthew 25 Management Corp––––Not filed
Inspire Trust Co, N.A.––––Not filed
Nelson Capital Management, LLC––––Not filed
Farmers & Merchants Trust Co of Long Beach––––Not filed
Optiver Holding B.V.––––Not filed
Beverly Hills Private Wealth, LLC––––Not filed
Coerente Capital Management––––Not filed
Avidian Wealth Solutions, LLC––––Not filed
Liontrust Investment Partners LLP––––Not filed
First Nebraska Trust Co––––Not filed
Algert Global LLC––––Not filed
First National Bank of Mount Dora, Trust Investment Services––––Not filed
Laurel Oak Wealth Management, LLC––––Not filed
RBF Capital, LLC––––Not filed
Trueblood Wealth Management, LLC––––Not filed
Elk River Wealth Management, LLC––––Not filed
Westover Capital Advisors, LLC––––Not filed
Lathrop Investment Management Corp––––Not filed
GW Henssler & Associates Ltd––––Not filed
Ronald Blue Trust, Inc.––––Not filed
Vancity Investment Management Ltd––––Not filed
Arista Wealth Management, LLC––––Not filed
Nippon Life Global Investors Americas, Inc.––––Not filed
Unison Asset Management LLC––––Not filed
Claro Advisors LLC––––Not filed
Citizens National Bank Trust Department––––Not filed
Papp L Roy & Associates––––Not filed
Parkside Financial Bank & Trust––––Not filed
Hilton Capital Management, LLC––––Not filed
Ballast Advisors LLC––––Not filed
Redmond Asset Management, LLC––––Not filed
Bellars Harris Wealth Management, LLC––––Not filed
Accurate Wealth Management, LLC––––Not filed
Chronos Wealth Management, LLC––––Not filed
Kinneret Advisory, LLC––––Not filed