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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
Alpine Woods Capital Investors, LLC––––Not filed
Icon Wealth Advisors, LLC––––Not filed
XML Financial, LLC––––Not filed
Nilsine Partners, LLC––––Not filed
Lorne Steinberg Wealth Management Inc.––––Not filed
American Money Management, LLC––––Not filed
Broadleaf Partners, LLC––––Not filed
Bradley & Co. Private Wealth Management, LLC––––Not filed
Altrafin AG––––Not filed
Wetzel Investment Advisors, Inc.––––Not filed
Catalytic Wealth RIA, LLC––––Not filed
Sargent Investment Group, LLC––––Not filed
AssuredPartners Investment Advisors, LLC––––Not filed
Stablepoint Partners, LLC––––Not filed
Walter & Keenan Financial Consulting Co––––Not filed
NBC Securities, Inc.––––Not filed
Chilton Investment Co LLC––––Not filed
Mechanics Bank Trust Department––––Not filed
Mather Group, LLC.––––Not filed
Inlet Private Wealth, LLC––––Not filed
First Western Trust Bank––––Not filed
International Assets Investment Management, LLC––––Not filed
Apella Capital, LLC––––Not filed
Contravisory Investment Management, Inc.––––Not filed
Wealth Enhancement Trust Services, Inc.––––Not filed
Howland Capital Management LLC––––Not filed
StoneX Group Inc.––––Not filed
AlphaStar Capital Management, LLC––––Not filed
Anchor Investment Management, LLC––––Not filed
Fusion Capital, LLC––––Not filed
Shelton Capital Management––––Not filed
Fulcrum Capital LLC––––Not filed
Tema ETFs LLC––––Not filed
Asset Planning Services Inc––––Not filed
Strategic Advisors LLC––––Not filed
Angeles Wealth Management, LLC––––Not filed
Constitution Capital LLC––––Not filed
Bangor Savings Bank––––Not filed
GAM Holding AG––––Not filed
Van Strum & Towne Inc.––––Not filed
Beacon Financial Group––––Not filed
SageView Advisory Group, LLC––––Not filed
Cumberland Partners Ltd––––Not filed
HighPoint Advisor Group LLC––––Not filed
Financial Strategies Group, Inc.––––Not filed
New Hampshire Trust––––Not filed
Plan Group Financial, LLC––––Not filed
Lighthouse Investment Partners, LLC––––Not filed
Bogart Wealth, LLC––––Not filed
Harvey Capital Management Inc––––Not filed
BigSur Wealth Management LLC––––Not filed
Xcel Wealth Management, LLC––––Not filed
Compass Wealth Management LLC––––Not filed
FFG Partners, LLC––––Not filed
Moore Capital Management, LP––––Not filed
Chemistry Wealth Management LLC––––Not filed
B & T Capital Management DBA Alpha Capital Management––––Not filed
Argent Advisors, Inc.––––Not filed
Concord Investment Counsel Inc.––––Not filed
Private Trust Co NA––––Not filed
Valmark Advisers, Inc.––––Not filed
Rehmann Capital Advisory Group––––Not filed
DT Investment Partners, LLC––––Not filed
L & S Advisors Inc––––Not filed
Boyd Watterson Asset Management LLC––––Not filed
Northside Capital Management, LLC––––Not filed
Cordatus Wealth Management LLC––––Not filed
First Business Financial Services, Inc.––––Not filed
RFG Advisory, LLC––––Not filed
Soltis Investment Advisors LLC––––Not filed
CVFG LLC––––Not filed
HORAN Wealth, LLC––––Not filed
EverSource Wealth Advisors, LLC––––Not filed
BCS Private Wealth Management, Inc.––––Not filed
Trustmark National Bank Trust Department––––Not filed
Resonant Capital Advisors, LLC––––Not filed
Tudor Investment Corp Et Al––––Not filed
Aaron Wealth Advisors––––Not filed
Tradewinds, LLC.––––Not filed
Hilltop Holdings Inc.––––Not filed
Blue Fin Capital, Inc.––––Not filed
Naviter Wealth, LLC––––Not filed
Old Second National Bank of Aurora––––Not filed
Frisch Financial Group, Inc.––––Not filed
CFM Wealth Partners LLC––––Not filed
Gryphon Financial Partners LLC––––Not filed
Werlinich Asset Management, LLC––––Not filed
Access Investment Management LLC––––Not filed
Alexander Labrunerie & Co., Inc.––––Not filed
Forum Financial Management, LP––––Not filed
Legacy Financial Advisors, Inc.––––Not filed
Everpar Advisors LLC––––Not filed
McGinn Investment Management, Inc.––––Not filed
Permanens Capital L.P.––––Not filed
Stamos Capital Partners, L.P.––––Not filed
Augustine Asset Management Inc––––Not filed
Atlantic Trust, LLC––––Not filed
Occidental Asset Management, LLC––––Not filed
Univest Financial Corp––––Not filed
Evolve Private Wealth, LLC––––Not filed