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; 5,156 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, Q2 2026
Institutional positions in JPMorgan Chase & Co as of Jun 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
- Institutional holders
- 5,156
- +123 vs. Q1 2026
- Shares held
- 1.97B
- +25.3M (+1.3%) vs. Q1 2026
- Total value
- $643.7B
- +$73.4B (+12.9%) vs. Q1 2026
- New holders
- 237
- 2,266 more added
- Sold out
- 114
- 2,116 more reduced
69 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 5,156 | $643.7B |
| Q1 2026 | 5,102 | $572.0B |
| Q4 2025 | 5,154 | $639.5B |
| Q3 2025 | 4,765 | $618.0B |
| Q2 2025 | 4,752 | $582.4B |
| Q1 2025 | 4,679 | $494.6B |
| Q4 2024 | 4,679 | $490.0B |
| Q3 2024 | 4,215 | $429.4B |
| Q2 2024 | 4,181 | $416.2B |
| Q1 2024 | 4,120 | $414.5B |
| Q4 2023 | 4,001 | $351.8B |
| Q3 2023 | 3,711 | $297.0B |
| Q2 2023 | 3,672 | $297.6B |
| Q1 2023 | 3,612 | $266.3B |
| Q4 2022 | 3,629 | $278.3B |
| Q3 2022 | 3,396 | $212.9B |
| Q2 2022 | 3,428 | $229.3B |
| Q1 2022 | 3,519 | $278.9B |
| Q4 2021 | 3,594 | $330.1B |
| Q3 2021 | 3,239 | $342.0B |
| Q2 2021 | 3,246 | $329.3B |
| Q1 2021 | 3,218 | $330.3B |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding JPMorgan Chase & Co; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Cordant, Inc. | 4 | $1.20K | 0.00% | +4 | New |
| Palladiem, LLC | 4 | $1.31K | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 4 | $1.31K | 0.02% | +2+100.0% | Added |
| Networth Advisors, LLC | 6 | $1.96K | 0.00% | −46−88.5% | Reduced |
| Coppell Advisory Solutions LLC | 14,953 | $2.94K | 0.00% | +14,953 | New |
| Vanguard Advisers Inc | 9 | $2.95K | 0.00% | −28−75.7% | Reduced |
| Fiduciary Advisors, Inc. | 18 | $5.89K | 0.00% | +18 | New |
| Minot DeBlois Advisors LLC | 25 | $8.18K | 0.01% | −15−37.5% | Reduced |
| Delta Accumulation, LLC | 26 | $8.51K | 0.02% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 30 | $9.82K | 0.00% | +30 | New |
| Friedenthal Financial | 33 | $10.8K | 0.00% | 00.0% | Unchanged |
| Benson Wealth Management INC | 33 | $10.8K | 0.01% | 00.0% | Unchanged |
| JDM Financial Group LLC | 36 | $11.8K | 0.00% | 00.0% | Unchanged |
| Luminist Capital LLC | 38 | $12.4K | 0.01% | +38 | New |
| Bard Associates Inc | 40 | $13.1K | 0.00% | +40 | New |
| LGT Financial Advisors LLC | 46 | $14.9K | 0.08% | +1+2.2% | Added |
| Breakwater Investment Management | 50 | $16.4K | 0.01% | −42−45.7% | Reduced |
| PayPay Securities Corp | 52 | $17.0K | 0.65% | −23−30.7% | Reduced |
| 3 Factor Indexing, LLC | 54 | $17.7K | 0.01% | 00.0% | Unchanged |
| Transce3nd, LLC | 62 | $20.9K | 0.18% | −3−4.6% | Reduced |
| Timmons Wealth Management, LLC | 67 | $21.9K | 0.02% | −16−19.3% | Reduced |
| Whipplewood Advisors, LLC | 70 | $22.9K | 0.02% | −533−88.4% | Reduced |
| Three Bearings Fiduciary Advisors, Inc. | 70 | $22.9K | 0.02% | 00.0% | Unchanged |
| Fairman Group, LLC | 78 | $25.7K | 0.02% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 79 | $25.9K | 0.23% | −23−22.5% | Reduced |
| Quarry LP | 85 | $27.8K | 0.00% | −798−90.4% | Reduced |
| Harbor Asset Planning, Inc. | 91 | $29.8K | 0.02% | 00.0% | Unchanged |
| Strategic Advocates LLC | 92 | $30.1K | 0.12% | +16+21.1% | Added |
| Aventus Investment Advisors, Inc. | 100 | $32.7K | 0.02% | +100 | New |
| Advantage Trust Co | 101 | $33.1K | 0.01% | +56+124.4% | Added |
| POM Investment Strategies, LLC | 103 | $33.8K | 0.04% | −3,985−97.5% | Reduced |
| GFS Advisors, LLC | 24,142 | $34.3K | 0.00% | −299,703−92.5% | Reduced |
| Accordant Advisory Group Inc | 109 | $35.7K | 0.02% | 00.0% | Unchanged |
| Atomic Invest LLC | 110 | $36.3K | 0.00% | −42−27.6% | Reduced |
| SWAN Capital LLC | 112 | $36.6K | 0.01% | −71−38.8% | Reduced |
| Redwood Park Advisors LLC | 122 | $39.9K | 0.03% | +1+0.8% | Added |
| Torren Management, LLC | 124 | $40.6K | 0.02% | +1+0.8% | Added |
| Merrithew & Thorsten Inc | 125 | $41.0K | 0.03% | +1+0.8% | Added |
| MJT & Associates Financial Advisory Group, Inc. | 130 | $42.6K | 0.03% | +16+14.0% | Added |
| Whi Trust Co LLC | 139 | $45.5K | 0.03% | 00.0% | Unchanged |
| Pioneer Family Office, LLC | 142 | $46.5K | 0.02% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 149 | $48.8K | 0.02% | 00.0% | Unchanged |
| Timbuktu Capital Management, LLC | 153 | $50.1K | 0.08% | +153 | New |
| Investors Portfolio Services LLC | 155 | $50.6K | 0.04% | +4+2.6% | Added |
| Birchwood Financial Partners, Inc. | 158 | $51.7K | 0.04% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 152 | $52.1K | 0.02% | 00.0% | Unchanged |
| Curat Global, LLC | 180 | $52.9K | 0.04% | 00.0% | Unchanged |
| XY Capital Ltd | 166 | $54.3K | 0.06% | +166 | New |
| Sunrise Financial Services, LLC | 168 | $55.0K | 0.03% | +2+1.2% | Added |
| Clal Insurance Enterprises Holdings Ltd | 178 | $58.0K | 0.00% | −12−6.3% | Reduced |
| Decker Retirement Planning Inc. | 184 | $60.1K | 0.02% | +33+21.9% | Added |
| Lloyd Advisory Services, LLC. | 185 | $60.7K | 0.02% | −6,263−97.1% | Reduced |
| Montgomery Financial Services LLC | 189 | $61.9K | 0.05% | +189 | New |
| Collier Financial | 190 | $62.2K | 0.04% | 00.0% | Unchanged |
| Prudent Man Investment Management, Inc. | 194 | $62.5K | 0.02% | 00.0% | Unchanged |
| Nvest Wealth Strategies, Inc. | 196 | $64.2K | 0.04% | 00.0% | Unchanged |
| Alpha Wealth Funds, LLC | 197 | $64.5K | 0.04% | +197 | New |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 207 | $67.8K | 0.21% | −436−67.8% | Reduced |
| Turim 21 Investimentos Ltda. | 210 | $68.7K | 0.01% | 00.0% | Unchanged |
| Investment Counsel Co of Nevada | 211 | $69.2K | 0.13% | +51+31.9% | Added |
| HFM Investment Advisors, LLC | 232 | $75.9K | 0.03% | +42+22.1% | Added |
| Medallion Wealth Advisors, LLC | 237 | $77.6K | 0.03% | −9,254−97.5% | Reduced |
| Brooklyn FI, LLC | 223 | $77.7K | 0.01% | +223 | New |
| Disciplina Capital Management LLC | 238 | $78.0K | 0.01% | +1+0.4% | Added |
| Phillip James Consulting Co. | 240 | $78.6K | 0.06% | 00.0% | Unchanged |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 245 | $80.2K | 0.06% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 256 | $83.0K | 0.00% | −2−0.8% | Reduced |
| Ulland Investment Advisors, LLC | 253 | $83.0K | 0.06% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 260 | $85.0K | 0.04% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 271 | $88.7K | 0.02% | +271 | New |
| Veritas Investment Partners (UK) Ltd. | 280 | $91.7K | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 281 | $91.9K | 0.06% | 00.0% | Unchanged |
| Kings Path Partners LLC | 286 | $93.6K | 0.02% | +10+3.6% | Added |
| Kroeger Financial Partners | 292 | $95.6K | 0.09% | +292 | New |
| Acima Private Wealth, LLC | 296 | $96.9K | 0.03% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 307 | $100.5K | 0.03% | −700−69.5% | Reduced |
| Retirement Wealth Solutions LLC | 312 | $102.2K | 0.06% | 00.0% | Unchanged |
| Global X Japan Co., Ltd. | 316 | $103.4K | 0.00% | +25+8.6% | Added |
| Morton Brown Family Wealth, LLC | 321 | $104.9K | 0.02% | +25+8.4% | Added |
| Main Street Group, LTD | 322 | $105.4K | 0.02% | −53−14.1% | Reduced |
| Midwest Capital Advisors, LLC | 325 | $106.5K | 0.04% | 00.0% | Unchanged |
| Oakmont Advisory Group, LLC | 327 | $107.2K | 0.09% | +327 | New |
| NorthAvenue LLC | 333 | $109.0K | 0.08% | 00.0% | Unchanged |
| Miller Global Investments, LLC | 334 | $109.3K | 0.09% | +123+58.3% | Added |
| Strengthening Families & Communities, LLC | 342 | $112.0K | 0.02% | +24+7.5% | Added |
| Virtus ETF Advisers LLC | 346 | $113.3K | 0.04% | +22+6.8% | Added |
| Robbins Farley LLC | 348 | $113.9K | 0.04% | +3+0.9% | Added |
| Ni Acquisitions Company, LLC | 156 | $119.0K | 0.05% | +156 | New |
| Clark Wealth Partners | 367 | $120.2K | 0.07% | +80+27.9% | Added |
| Pingora Partners LLC | 375 | $122.7K | 0.07% | 00.0% | Unchanged |
| Robinswood Financial LLC | 379 | $124.3K | 0.04% | +1+0.3% | Added |
| Virginia Estate & Retirement Planning Advisors Inc. | 381 | $124.7K | 0.15% | 00.0% | Unchanged |
| Paladin Partners, LLC | 385 | $126.0K | 0.08% | 00.0% | Unchanged |
| Abound Financial, LLC | 395 | $129.5K | 0.05% | 00.0% | Unchanged |
| Kilter Group LLC | 400 | $131.1K | 0.05% | −13−3.1% | Reduced |
| Osbon Capital Management LLC | 409 | $134.2K | 0.11% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 423 | $138.5K | 0.01% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 426 | $139.4K | 0.07% | +1+0.2% | Added |
| Miller Wealth Advisors, LLC | 430 | $140.8K | 0.06% | 00.0% | Unchanged |
| Financial Gravity Companies, Inc. | 433 | $141.7K | 0.02% | +433 | New |