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; 5,157 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
- 5,157
- +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
- 2,117 more reduced
68 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 | 5,157 | $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 |
|---|---|---|---|---|---|
| Somerville Kurt F | 1,731 | $566.6K | 0.14% | 00.0% | Unchanged |
| Sequent Asset Management, LLC | 1,733 | $567.1K | 0.24% | +113+7.0% | Added |
| Gallacher Capital Management LLC | 1,734 | $567.5K | 0.32% | +823+90.3% | Added |
| Sterling Investment Management, Inc. | 1,735 | $567.9K | 0.31% | −463−21.1% | Reduced |
| ADG Wealth Management Group, LLC | 1,735 | $568.0K | 0.36% | +6+0.3% | Added |
| RAM Investment Partners, LLC | 1,743 | $570.4K | 0.09% | +164+10.4% | Added |
| Quantessence Capital LLC | 1,746 | $571.5K | 1.68% | +1,746 | New |
| Gill Capital Partners, LLC | 1,751 | $573.2K | 0.15% | +80+4.8% | Added |
| CGC Financial Services, LLC | 1,753 | $573.8K | 0.13% | −41−2.3% | Reduced |
| GK Wealth Management LLC | 1,755 | $574.7K | 0.35% | +598+51.7% | Added |
| Garner Asset Management Corp | 1,756 | $574.9K | 0.19% | +63+3.7% | Added |
| Cushing Capital Partners, LLC | 1,757 | $575.1K | 0.40% | +2+0.1% | Added |
| Ledgewood Wealth Advisors, LLC | 1,760 | $576.2K | 0.31% | 00.0% | Unchanged |
| Tribridge Partners Financial LLC | 1,618 | $576.3K | 0.23% | −73−4.3% | Reduced |
| Mma Asset Management LLC | 1,762 | $576.9K | 0.18% | +2+0.1% | Added |
| Tanglewood Legacy Advisors, LLC | 1,766 | $578.1K | 0.19% | 00.0% | Unchanged |
| Sanchez Wealth Management Group | 1,775 | $580.9K | 0.10% | +1+0.1% | Added |
| North Forty Two & Co. | 1,779 | $582.3K | 0.49% | 00.0% | Unchanged |
| Corient IA LLC | 1,780 | $582.6K | 0.54% | 00.0% | Unchanged |
| 25 LLC | 1,782 | $583.4K | 0.16% | +151+9.3% | Added |
| RMG Wealth Management LLC | 1,605 | $586.1K | 0.06% | +70+4.6% | Added |
| Warburton Capital Management, LLC | 1,795 | $587.0K | 0.24% | +59+3.4% | Added |
| Sonoma Allocations LLC | 1,753 | $588.1K | 0.25% | −210−10.7% | Reduced |
| Noble Wealth Management PBC | 1,799 | $588.9K | 0.27% | −48−2.6% | Reduced |
| Toews Corp | 1,799 | $588.9K | 0.09% | +1,799 | New |
| Wright Wealth LLC | 1,801 | $589.5K | 0.35% | −2−0.1% | Reduced |
| Consultiva Wealth Management, Corp. | 1,803 | $590.2K | 1.33% | −71−3.8% | Reduced |
| Jupiter Wealth Management LLC | 1,804 | $590.5K | 0.24% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 1,804 | $590.5K | 0.24% | +124+7.4% | Added |
| Arq Wealth Advisors, LLC | 1,697 | $590.8K | 0.07% | +34+2.0% | Added |
| MLG Wealth Management DBA Pine Grove Financial Group | 1,805 | $590.8K | 0.06% | +694+62.5% | Added |
| Bestgate Wealth Advisors, LLC | 1,806 | $591.1K | 0.94% | −159−8.1% | Reduced |
| Banyan Capital Management, Inc. | 1,810 | $592.5K | 0.26% | −110−5.7% | Reduced |
| Eaton-Cambridge Inc. | 1,810 | $592.5K | 0.17% | +153+9.2% | Added |
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. | 1,811 | $592.8K | 0.03% | 00.0% | Unchanged |
| Elm3 Financial Group, LLC | 1,811 | $592.8K | 0.41% | 00.0% | Unchanged |
| Asset Management Group, Inc. | 1,817 | $594.7K | 0.09% | −45−2.4% | Reduced |
| Tower Wealth Partners, Inc. | 1,818 | $595.1K | 0.29% | +40+2.2% | Added |
| Muirfield Wealth Advisors LLC | 1,819 | $595.4K | 0.39% | +26+1.5% | Added |
| Midwest Financial Partners Investments, Inc. | 1,819 | $595.4K | 0.25% | +10+0.6% | Added |
| Tradewinds Capital Management, LLC | 1,821 | $596.1K | 0.11% | −44−2.4% | Reduced |
| Foundation Wealth Management, LLC | 1,823 | $596.9K | 0.35% | −73−3.9% | Reduced |
| ERn Financial, LLC | 1,825 | $597.5K | 0.10% | +269+17.3% | Added |
| Kinloch Capital, LLC | 1,829 | $598.7K | 0.22% | +167+10.0% | Added |
| Duncan Williams Asset Management, LLC | 1,835 | $600.7K | 0.14% | −13−0.7% | Reduced |
| Reliant Investment Partners, LLC | 1,836 | $601.0K | 0.41% | −18−1.0% | Reduced |
| Geometric Wealth Advisors | 1,839 | $602.0K | 0.07% | +431+30.6% | Added |
| Schiavi & Co LLC | 1,841 | $602.7K | 0.16% | −4−0.2% | Reduced |
| Gordian Advisors LLC | 1,842 | $602.9K | 0.35% | +1+0.1% | Added |
| American Financial Advisors, LLC | 1,844 | $603.5K | 0.07% | +9+0.5% | Added |
| Morling Financial Advisors, LLC | 1,844 | $603.6K | 0.17% | +30+1.7% | Added |
| Journey Retirement Planning & Investment Management LLC | 1,846 | $604.3K | 0.47% | +365+24.6% | Added |
| AXS Investments LLC | 1,847 | $604.6K | 0.17% | −471−20.3% | Reduced |
| Box Hill Private Wealth LLC | 1,849 | $605.3K | 0.49% | +21+1.1% | Added |
| LFA - Lugano Financial Advisors SA | 1,850 | $605.6K | 0.36% | +226+13.9% | Added |
| Gladwyn Financial Advisors, Inc. | 1,852 | $606.4K | 0.38% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 1,852 | $606.4K | 0.17% | −7−0.4% | Reduced |
| Wilson & Boucher Capital Management, LLC | 1,859 | $608.4K | 0.36% | +7+0.4% | Added |
| Apeiron RIA LLC | 1,861 | $609.3K | 0.16% | −148−7.4% | Reduced |
| 21 West Wealth Management LLC | 1,862 | $609.5K | 0.52% | −6−0.3% | Reduced |
| Guilbault Capital LLC | 1,862 | $609.5K | 0.61% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 1,864 | $610.0K | 0.13% | −238−11.3% | Reduced |
| Legacy Financial Group, Inc. | 1,866 | $610.8K | 0.14% | −21−1.1% | Reduced |
| Oxinas Partners Wealth Management LLC | 1,866 | $610.9K | 0.24% | +2+0.1% | Added |
| Alliance Wealth Advisors, LLC | 1,867 | $611.1K | 0.12% | +147+8.5% | Added |
| Roth Financial Partners LLC | 1,868 | $611.5K | 0.18% | 00.0% | Unchanged |
| Cooke & Bieler LP | 1,872 | $612.8K | 0.01% | 00.0% | Unchanged |
| Sanchez Levi Garrett | 1,873 | $613.1K | 0.33% | +94+5.3% | Added |
| GreatBanc Trust CO | 1,874 | $613.4K | 0.38% | 00.0% | Unchanged |
| Three Bridge Wealth Advisors, LLC | 1,880 | $615.4K | 0.15% | +10+0.5% | Added |
| Golden Road Advisors LLC | 1,880 | $615.4K | 0.30% | +128+7.3% | Added |
| Broadwater Capital Management LLC | 1,881 | $615.7K | 0.45% | 00.0% | Unchanged |
| Hegarty Advisors, LLC | 1,883 | $616.4K | 0.42% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 1,884 | $616.7K | 0.20% | +1,574+507.7% | Added |
| Thrive Capital Management, LLC | 1,885 | $616.9K | 0.12% | −487−20.5% | Reduced |
| HFR Wealth Management, LLC | 1,886 | $617.3K | 0.15% | 00.0% | Unchanged |
| Foresight Capital Management Advisors, Inc. | 1,889 | $618.3K | 0.30% | −115−5.7% | Reduced |
| Exeter Financial, LLC | 1,890 | $618.6K | 0.24% | +1+0.1% | Added |
| Chickasaw Capital Management LLC | 1,891 | $619.0K | 0.02% | +325+20.8% | Added |
| Denver Wealth Management, Inc. | 1,895 | $620.3K | 0.18% | +39+2.1% | Added |
| Wealthspan Partners, LLC | 1,895 | $620.4K | 0.20% | −20−1.0% | Reduced |
| Joel Adams & Associates, Inc. | 1,899 | $621.6K | 0.40% | 00.0% | Unchanged |
| Horizon Investment Services, LLC | 1,901 | $622.3K | 0.17% | +7+0.4% | Added |
| Lecap Asset Management Ltd | 1,902 | $622.6K | 0.27% | −2,400−55.8% | Reduced |
| Adkins Seale Capital Management LLC | 1,902 | $622.6K | 0.55% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 1,903 | $622.9K | 0.11% | −76−3.8% | Reduced |
| Panoramic Capital Partners, LLC | 1,904 | $623.2K | 0.29% | −562−22.8% | Reduced |
| CogentBlue Wealth Advisors, LLC | 1,906 | $623.9K | 0.36% | +63+3.4% | Added |
| Reicon Wealth Advisors, LLC | 1,907 | $624.2K | 0.39% | +644+51.0% | Added |
| Southern Financial Group, LLC | 1,907 | $624.4K | 0.16% | +77+4.2% | Added |
| Cache Advisors, LLC | 1,916 | $627.2K | 0.05% | +241+14.4% | Added |
| CV Advisors LLC | 1,918 | $627.8K | 0.12% | +1,200+167.1% | Added |
| Eurizon SLJ Capital Ltd | 1,922 | $629.1K | 0.23% | 00.0% | Unchanged |
| Wiser Wealth Management, Inc | 1,923 | $629.5K | 0.12% | +288+17.6% | Added |
| AXA S.A. | 2,204 | $630.8K | 0.73% | −3−0.1% | Reduced |
| Intrinsic Value Partners, LLC | 1,932 | $632.5K | 0.43% | −100−4.9% | Reduced |
| R. W. Roge & Company, Inc. | 1,934 | $633.0K | 0.27% | −242−11.1% | Reduced |
| CDM Financial Counseling Services, Inc. | 1,934 | $633.1K | 0.55% | 00.0% | Unchanged |
| WBI Investments | 1,935 | $633.2K | 0.16% | 00.0% | Unchanged |
| Stewardship Concepts Financial Services LLC | 1,937 | $634.0K | 0.43% | −9−0.5% | Reduced |