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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
48
+2 vs. Q2 2026
Shares held
2.47M
−132.9K (−5.1%) vs. Q2 2026
Total value
$816.1M
−$34.8M (−4.1%) vs. Q2 2026
New holders
2
14 more added
Sold out
0
24 more reduced

5,112 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
Abbot Financial Management, Inc.––––Not filed
Field & Main Bank––––Not filed
Palumbo Wealth Management LLC––––Not filed
Essex LLC––––Not filed
Mitchell McLeod Pugh & Williams Inc––––Not filed
Chemung Canal Trust Co––––Not filed
Phillips Financial Management, LLC––––Not filed
Titan Wealth (CI) Ltd––––Not filed
Platform Technology Partners––––Not filed
Mandatum Life Insurance Co Ltd––––Not filed
Alpha Omega Wealth Management LLC––––Not filed
Kera Capital Partners, Inc.––––Not filed
MSA Advisors, LLC––––Not filed
Kayne Anderson Rudnick Investment Management LLC––––Not filed
National Philanthropic Trust––––Not filed
Patten Group, Inc.––––Not filed
DF Dent & Co Inc––––Not filed
Amica Mutual Insurance Co––––Not filed
Frec Markets, Inc.––––Not filed
American Trust––––Not filed
Sage Mountain Advisors LLC––––Not filed
William B. Walkup & Associates, Inc.––––Not filed
Bell Asset Management Ltd––––Not filed
Gluskin Sheff & Assoc Inc––––Not filed
Wealth Effects LLC––––Not filed
Allen Holding Inc––––Not filed
JBF Capital, Inc.––––Not filed
RDA Financial Network––––Not filed
Checchi Capital Advisers, LLC––––Not filed
First Interstate Bank––––Not filed
E Fund Management Co., Ltd.––––Not filed
R.m.sincerbeaux Capital Management LLC––––Not filed
Trust Asset Management LLC––––Not filed
Hayek Kallen Investment Management––––Not filed
Sandhill Capital Partners LLC––––Not filed
Hixon Zuercher, LLC––––Not filed
Capital Investment Advisory Services, LLC––––Not filed
Jericho Financial, LLP––––Not filed
GeoWealth Management, LLC––––Not filed
Private Wealth Asset Management, LLC––––Not filed
Lineweaver Wealth Advisors, LLC––––Not filed
RPg Family Wealth Advisory, LLC––––Not filed
Temasek Holdings (Private) Ltd––––Not filed
Baader Bank INC––––Not filed
Amarillo National Bank––––Not filed
Beutel, Goodman & Co Ltd.––––Not filed
Ausdal Financial Partners, Inc.––––Not filed
Meiji Yasuda Life Insurance Co––––Not filed
Greystone Financial Group, LLC––––Not filed
Bank of Hawaii––––Not filed
Argyle Capital Management Inc.––––Not filed
Advisortrust Partners, LLC––––Not filed
Hoey Investments, Inc––––Not filed
Heritage Wealth Management, Inc.––––Not filed
Concorde Financial Corp––––Not filed
Patient Capital Management, LLC––––Not filed
Baugh & Associates, LLC––––Not filed
WealthPlan Investment Management, LLC––––Not filed
E&G Advisors, LP––––Not filed
Lake Street Financial LLC––––Not filed
MV Capital Management, Inc.––––Not filed
AdvisorNet Financial, Inc––––Not filed
Premier Path Wealth Partners, LLC––––Not filed
Washington Trust Advisors, Inc.––––Not filed
Herold Advisors, Inc.––––Not filed
RB Capital Management, LLC––––Not filed
Westco Advisory Services Inc––––Not filed
High Note Wealth, LLC––––Not filed
Claudia M.P. Batlle, CRP (R) LLC––––Not filed
Ironwood Investment Counsel, LLC––––Not filed
Hamilton Point Investment Advisors, LLC––––Not filed
KTF Investments, LLC––––Not filed
Dynasty Wealth Management, LLC––––Not filed
Evergreen Wealth Solutions, LLC––––Not filed
Hall Capital Management Co Inc––––Not filed
Shelter Mutual Insurance Co––––Not filed
Schmidt P J Investment Management Inc––––Not filed
IFC Advisors LLC––––Not filed
Spirepoint Private Client, LLC––––Not filed
KG&L Capital Management,LLC––––Not filed
Cottage Street Advisors LLC––––Not filed
MTM Investment Management, LLC––––Not filed
DRW Securities, LLC––––Not filed
Hoertkorn Richard Charles––––Not filed
Proficio Capital Partners LLC––––Not filed
White Pine Investment CO––––Not filed
Hartford Financial Management Inc.––––Not filed
Zevenbergen Capital Investments LLC––––Not filed
McDonald Partners LLC––––Not filed
Guardian Wealth Advisors, LLC––––Not filed
Smithfield Trust Co––––Not filed
Parisi Gray Wealth Management––––Not filed
Marietta Investment Partners LLC––––Not filed
Trifecta Capital Advisors, LLC––––Not filed
Compton Wealth Advisory Group, LLC––––Not filed
Marino, Stram & Associates LLC––––Not filed
Ami Investment Management Inc––––Not filed
Change Path, LLC––––Not filed
Norden Group LLC––––Not filed
United Bank––––Not filed