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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
Maltese Capital Management LLC––––Not filed
NatWest Group plc––––Not filed
Cohen Investment Advisors LLC––––Not filed
Entropy Technologies, LP––––Not filed
Norway Savings Bank––––Not filed
Mathes Company, Inc.––––Not filed
SOA Wealth Advisors, LLC.––––Not filed
Catherine Avery Investment Management LLC––––Not filed
Bell Bank––––Not filed
Sterling Investment Advisors, Ltd.––––Not filed
Harbor Advisory Corp––––Not filed
Princeton Capital Management LLC––––Not filed
Archford Capital Strategies, LLC––––Not filed
Trustco Bank Corp N Y––––Not filed
Peachtree Investment Partners, LLC––––Not filed
Moody National Bank Trust Division––––Not filed
Marest Capital, LLC––––Not filed
LOM Asset Management Ltd––––Not filed
NCM Capital Management, LLC––––Not filed
Hillsdale Investment Management Inc.––––Not filed
Daniel Investment Group, Inc.––––Not filed
Gables Capital Management Inc.––––Not filed
Scissortail Wealth Management, LLC––––Not filed
Perkins Coie Trust Co––––Not filed
Strategic Investment Advisors––––Not filed
Dover Advisors, LLC––––Not filed
VeraBank, N.A.––––Not filed
Umpqua Bank––––Not filed
Providence Wealth Advisors, LLC––––Not filed
Beaton Management Co. Inc.––––Not filed
Abacus Planning Group, Inc.––––Not filed
Financial Engines Advisors L.L.C.––––Not filed
Huntleigh Advisors, Inc.––––Not filed
Left Brain Wealth Management, LLC––––Not filed
TRUE Private Wealth Advisors––––Not filed
Brady Family Wealth, LLC––––Not filed
Missouri Trust & Investment Co––––Not filed
O'Rourke & Company, Inc––––Not filed
Cane Capital Partners, LLC––––Not filed
Convergence Financial, LLC––––Not filed
Pine Ridge Advisers LLC––––Not filed
Consolidated Portfolio Review Corp––––Not filed
Marks Group Wealth Management, Inc––––Not filed
Mountain Pacific Investment Advisers Inc––––Not filed
Finer Wealth Management, Inc.––––Not filed
Eagle Capital Management, LLC––––Not filed
Peloton Wealth Strategists––––Not filed
AustralianSuper Pty Ltd––––Not filed
Hunter Perkins Capital Management, LLC––––Not filed
McRae Capital Management Inc––––Not filed
Aureus Asset Management, LLC––––Not filed
Carrera Capital Advisors––––Not filed
Marathon Capital Management––––Not filed
Seascape Capital Management––––Not filed
Delta Financial Advisors LLC––––Not filed
Vertrix Wealth Management, LLC––––Not filed
Carnegie Lake Advisors LLC––––Not filed
Waldron Private Wealth LLC––––Not filed
Wynn Capital, LLC––––Not filed
Bank of Stockton––––Not filed
Alberta Investment Management Corp––––Not filed
TMB Capital Partners, LLC––––Not filed
TownSquare Capital, LLC––––Not filed
Second Line Capital, LLC––––Not filed
Capital City Trust Co––––Not filed
BKM Wealth Management, LLC––––Not filed
Montchanin Asset Management, LLC––––Not filed
BankPlus Trust Department––––Not filed
Butensky & Cohen Financial Security, Inc––––Not filed
Signet Investment Advisory Group, Inc.––––Not filed
Novem Group––––Not filed
Signature Estate & Investment Advisors LLC––––Not filed
Synergy Financial Management, LLC––––Not filed
Advyzon Investment Management, LLC––––Not filed
Home Federal Bank of Tennessee––––Not filed
Grandfield & Dodd, LLC––––Not filed
Studio Investment Management LLC––––Not filed
Hudock, Inc.––––Not filed
Souders Financial Advisors––––Not filed
Monarch Capital Management Inc––––Not filed
Perpetual Ltd––––Not filed
Hallmark Capital Management Inc––––Not filed
SBI Securities Co., Ltd.––––Not filed
Aspen Investment Management Inc––––Not filed
Asset One Wealth Management LLC––––Not filed
Wasatch Advisors Inc––––Not filed
Advisory Alpha, LLC––––Not filed
Wittenberg Investment Management, Inc.––––Not filed
KPP Advisory Services LLC––––Not filed
Connable Office Inc––––Not filed
Massachusetts Wealth Management––––Not filed
Regatta Capital Group, LLC––––Not filed
OneAscent Financial Services LLC––––Not filed
Excelsior Advisor Network LLC––––Not filed
Acropolis Investment Management, LLC––––Not filed
Owen LaRue, LLC––––Not filed
Ritter Daniher Financial Advisory LLC––––Not filed
Vestor Capital, LLC––––Not filed
Pinnacle Bancorp, Inc.––––Not filed
Paradigm Asset Management Co LLC––––Not filed