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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
Brooks, Moore & Associates, Inc.––––Not filed
Brentview Investment Management LLC––––Not filed
K.J. Harrison & Partners Inc––––Not filed
Lauterbach Financial Advisors, LLC––––Not filed
Texas Bank & Trust Co––––Not filed
Lee Danner & Bass Inc––––Not filed
MCF Advisors LLC––––Not filed
Holderness Investments Co––––Not filed
Pathway Financial Advisers, LLC––––Not filed
Codex Capital Asset Management L.L.C.––––Not filed
Drucker Wealth 3.0, LLC––––Not filed
Everhart Financial Group, Inc.––––Not filed
Nwam LLC––––Not filed
Profund Advisors LLC––––Not filed
Qtron Investments LLC––––Not filed
Zhang Financial LLC––––Not filed
Red Cedar Investment Management, LLC––––Not filed
BBR Partners, LLC––––Not filed
Brandywine Oak Private Wealth LLC––––Not filed
Brevan Howard Capital Management LP––––Not filed
Indivisible Partners––––Not filed
CMH Wealth Management LLC––––Not filed
Act Two Investors LLC––––Not filed
Consolidated Investment Group LLC––––Not filed
Modus Advisors, LLC––––Not filed
Lincoln Capital LLC––––Not filed
Essex Savings Bank––––Not filed
Sycomore Asset Management––––Not filed
Union Heritage Capital, LLC––––Not filed
Connecticut Wealth Management, LLC––––Not filed
Myriad Asset Management Advisors LLC––––Not filed
Simon Quick Advisors, LLC––––Not filed
Stone Point Wealth LLC––––Not filed
Ameritas Investment Partners, Inc.––––Not filed
Concord Asset Management, LLC––––Not filed
Romano Brothers and Company––––Not filed
Liberty Capital Management, Inc.––––Not filed
Arjuna Capital––––Not filed
Aspiriant, LLC––––Not filed
SkyOak Wealth, LLC––––Not filed
Investors Asset Management of Georgia Inc––––Not filed
Harel Insurance Investments & Financial Services Ltd.––––Not filed
Diversified Enterprises, LLC––––Not filed
Hengehold Capital Management LLC––––Not filed
S-Bank Fund Management Ltd––––Not filed
Empire Financial Management Company, LLC––––Not filed
KKM Financial LLC––––Not filed
Cantor Fitzgerald Investment Adviser L.P.––––Not filed
WealthShield Partners, LLC––––Not filed
Cornerstone Wealth Management, LLC––––Not filed
Oak Family Advisors, LLC––––Not filed
Brick & Kyle, Associates––––Not filed
Hi-Line Capital Management, LLC––––Not filed
Mattern Wealth Management LLC––––Not filed
Covington Investment Advisors Inc.––––Not filed
Peddock Capital Advisors, LLC––––Not filed
Sitrin Capital Management LLC––––Not filed
First PREMIER Bank––––Not filed
StrongBox Wealth, LLC––––Not filed
Relyea Zuckerberg Hanson LLC––––Not filed
Kensington Investment Counsel, LLC––––Not filed
BFSG, LLC––––Not filed
Asset Dedication, LLC––––Not filed
Consolidated Capital Management, LLC––––Not filed
Klingman & Associates, LLC––––Not filed
BNC Wealth Management, LLC––––Not filed
First Pacific Financial––––Not filed
Investment Research & Advisory Group, Inc.––––Not filed
Mine & Arao Wealth Creation & Management, LLC.––––Not filed
Comprehensive Financial Consultants Institutional, Inc.––––Not filed
Pinnacle Wealth Planning Services, Inc.––––Not filed
Hohimer Wealth Management, LLC––––Not filed
Sagewood Asset Management LP––––Not filed
Graves-Light Private Wealth Management, Inc.––––Not filed
Marble Wealth, LLC––––Not filed
LJI Wealth Management, LLC––––Not filed
Old Port Advisors––––Not filed
Uncommon Cents Investing LLC––––Not filed
Catalyst Funds Management Pty Ltd––––Not filed
Strategic Blueprint, LLC––––Not filed
Ethos Financial Group, LLC––––Not filed
Delta Capital Management LLC––––Not filed
Bank of New Hampshire––––Not filed
Abundance Wealth Counselors––––Not filed
Alta Capital Management LLC––––Not filed
Northwest Bancshares, Inc.––––Not filed
Aprio Wealth Management, LLC––––Not filed
Cigna Investments Inc––––Not filed
Pacifica Partners Inc.––––Not filed
Am Investment Strategies LLC––––Not filed
Arvest Investments, Inc.––––Not filed
Krilogy Financial LLC––––Not filed
Sompo Asset Management Co., Ltd.––––Not filed
Covenant Asset Management, LLC––––Not filed
Cambria Investment Management, L.P.––––Not filed
Mirae Asset Securities (USA) Inc.––––Not filed
Arlington Financial Advisors, LLC––––Not filed
Rowland & Co Investment Counsel––––Not filed
Marex Group plc––––Not filed
Mission Creek Capital Partners, Inc.––––Not filed