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 |
|---|---|---|---|---|---|
| MW Advisory, LLC | 1,942 | $635.7K | 0.25% | +1,942 | New |
| Stewardship Advisors, LLC | 1,944 | $636.3K | 0.13% | −17−0.9% | Reduced |
| Builder Investment Group Inc | 1,945 | $636.7K | 0.13% | 00.0% | Unchanged |
| Power Wealth Management LLC | 1,948 | $637.6K | 0.22% | +305+18.6% | Added |
| Thornburg Investment Management Inc | 1,949 | $638.0K | 0.01% | 00.0% | Unchanged |
| Investor's Fiduciary Advisor Network, LLC | 1,950 | $638.0K | 0.22% | −2,461−55.8% | Reduced |
| Stillwater Private Wealth, LLC | 1,754 | $640.0K | 0.42% | +70+4.2% | Added |
| Junk Investment Group, LLC | 1,963 | $642.6K | 0.28% | 00.0% | Unchanged |
| Milestone Asset Management Group, LLC | 1,965 | $643.3K | 0.32% | 00.0% | Unchanged |
| Kearns & Associates LLC | 1,967 | $643.9K | 0.30% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 1,967 | $643.9K | 0.11% | +293+17.5% | Added |
| Rice Hall James & Associates, LLC | 1,970 | $644.8K | 0.03% | 00.0% | Unchanged |
| 10Elms LLP | 1,976 | $646.8K | 0.27% | +112+6.0% | Added |
| Keeler & Nadler Financial Planning & Wealth Management | 1,982 | $648.7K | 0.18% | +1+0.1% | Added |
| Family Wealth Group, LLC | 1,987 | $650.4K | 0.34% | +538+37.1% | Added |
| Lincoln Capital Corp | 1,992 | $652.0K | 0.21% | +66+3.4% | Added |
| Thoma Capital Management LLC | 1,996 | $653.5K | 0.35% | +155+8.4% | Added |
| Brooktree Capital Management | 2,000 | $654.7K | 0.43% | 00.0% | Unchanged |
| Birnam Oak Advisors, LP | 2,000 | $654.7K | 0.11% | 00.0% | Unchanged |
| Walsh & Associates, LLC | 2,000 | $654.7K | 0.53% | +114+6.0% | Added |
| All Terrain Financial Advisors, LLC | 2,003 | $655.7K | 0.14% | +10.0% | Added |
| True Wealth Design, LLC | 2,004 | $656.0K | 0.16% | −198−9.0% | Reduced |
| Sierra Ocean, LLC | 2,005 | $656.2K | 0.45% | −12−0.6% | Reduced |
| Wick Capital Partners, LLC | 2,006 | $656.5K | 0.10% | +914+83.7% | Added |
| Westshore Wealth, LLC | 2,011 | $658.3K | 0.20% | +27+1.4% | Added |
| Henderson Brothers Financial Partners, LLC | 2,013 | $658.9K | 0.31% | −1,955−49.3% | Reduced |
| Addison Advisors LLC | 2,014 | $659.3K | 0.31% | −7,901−79.7% | Reduced |
| Widmann Financial Services, Inc. | 2,015 | $659.4K | 0.35% | +3+0.1% | Added |
| OLIO Financial Planning | 2,015 | $659.5K | 0.16% | 00.0% | Unchanged |
| Comprehensive Financial Planning, Inc. | 2,016 | $659.8K | 0.35% | +37+1.9% | Added |
| Sprinkle Financial Consultants LLC | 2,018 | $660.5K | 0.26% | +96+5.0% | Added |
| Cura Wealth Advisors, LLC | 2,021 | $661.5K | 0.28% | +16+0.8% | Added |
| CacheTech Inc. | 2,025 | $662.7K | 0.11% | −544−21.2% | Reduced |
| Lakewood Asset Management LLC | 2,026 | $663.1K | 0.36% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 2,029 | $664.2K | 0.29% | −14−0.7% | Reduced |
| Anderson Financial Strategies, LLC | 1,862 | $665.2K | 0.35% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 2,034 | $665.7K | 0.07% | +86+4.4% | Added |
| Atwater Malick LLC | 2,036 | $666.4K | 0.15% | +175+9.4% | Added |
| Independence Wealth Advisors, LLC | 2,036 | $666.4K | 0.33% | +184+9.9% | Added |
| Graham Capital Wealth Management, LLC | 2,037 | $666.8K | 0.52% | −22−1.1% | Reduced |
| Capstone Wealth Management Group, Inc. | 2,039 | $667.6K | 0.40% | +2,039 | New |
| Rather & Kittrell, Inc. | 2,039 | $667.6K | 0.09% | +192+10.4% | Added |
| Sensible Money, LLC | 2,041 | $668.0K | 0.18% | −198−8.8% | Reduced |
| WealthPoint Financial, LLC | 2,042 | $668.3K | 0.49% | −174−7.9% | Reduced |
| Brightwater Advisory LLC | 2,042 | $668.4K | 0.42% | −16−0.8% | Reduced |
| Rare Wolf Capital LLC | 2,048 | $670.4K | 0.43% | 00.0% | Unchanged |
| Shira Ridge Wealth Management | 2,050 | $670.9K | 0.23% | 00.0% | Unchanged |
| Intrepid Capital Management Inc | 2,053 | $672.0K | 0.24% | +161+8.5% | Added |
| Verity Asset Management, Inc. | 2,056 | $672.9K | 0.25% | +138+7.2% | Added |
| PFS Partners, LLC | 2,057 | $673.3K | 0.27% | +1,051+104.5% | Added |
| Hill Island Financial LLC | 2,059 | $674.0K | 0.14% | −2−0.1% | Reduced |
| Wedgewood Investors Inc | 2,059 | $674.0K | 0.69% | +30+1.5% | Added |
| Jacobson & Schmitt Advisors, LLC | 2,060 | $674.3K | 0.11% | 00.0% | Unchanged |
| Stonehage Fleming Financial Services Holdings Ltd | 2,062 | $675.0K | 0.02% | 00.0% | Unchanged |
| Cowa, LLC | 2,074 | $678.9K | 0.17% | +15+0.7% | Added |
| Bauman Advisory Group, LLC | 2,075 | $679.2K | 0.36% | +81+4.1% | Added |
| Foundation Wealth Management, LLC | 2,077 | $679.9K | 0.21% | +297+16.7% | Added |
| Bruce G. Allen Investments, LLC | 2,078 | $680.2K | 0.43% | −125−5.7% | Reduced |
| Greenfield Seitz Capital Management, LLC | 2,081 | $681.2K | 0.20% | 00.0% | Unchanged |
| Centennial Wealth Advisory LLC | 2,084 | $682.4K | 0.15% | −25−1.2% | Reduced |
| Master's Wealth Management Inc. | 2,089 | $683.9K | 0.21% | +123+6.3% | Added |
| Kondo Wealth Advisors, Inc. | 2,090 | $684.5K | 0.23% | +28+1.4% | Added |
| Stonebridge Financial Planning Group, LLC | 2,095 | $685.8K | 0.22% | −50−2.3% | Reduced |
| FDx Advisors, Inc. | 2,096 | $686.0K | 0.21% | −329−13.6% | Reduced |
| Peterson Wealth Advisors, LLC | 2,110 | $690.7K | 0.08% | +18+0.9% | Added |
| NovaPoint Capital, LLC | 2,111 | $690.9K | 0.14% | +2,111 | New |
| Basepoint Wealth LLC | 2,113 | $691.8K | 0.40% | −260−11.0% | Reduced |
| Putney Financial Group LLC | 2,114 | $692.0K | 0.62% | −642−23.3% | Reduced |
| Hibernia Wealth Partners, LLC | 2,116 | $692.6K | 0.38% | −1,988−48.4% | Reduced |
| Flywheel Private Wealth LLC | 2,119 | $693.7K | 0.34% | −13−0.6% | Reduced |
| Selective Wealth Management, Inc. | 2,038 | $695.1K | 0.18% | +251+14.0% | Added |
| Boreal Capital Management LLC | 2,131 | $697.5K | 0.52% | −259−10.8% | Reduced |
| Encompass More Asset Management | 2,134 | $698.7K | 0.10% | +48+2.3% | Added |
| Argos Wealth Advisors, LLC | 2,135 | $698.9K | 0.19% | +338+18.8% | Added |
| 49 Wealth Management, LLC | 2,135 | $699.0K | 0.13% | −2,609−55.0% | Reduced |
| Alongside, LLC | 2,135 | $699.0K | 0.13% | +2,135 | New |
| Schaper Benz & Wise Investment Counsel Inc | 2,143 | $701.4K | 0.05% | −32−1.5% | Reduced |
| Tableaux LLC | 2,147 | $702.8K | 0.30% | −7−0.3% | Reduced |
| May Barnhard Investments LLC | 2,151 | $704.2K | 0.28% | +139+6.9% | Added |
| Thayer Partners, LLC | 2,153 | $704.9K | 0.29% | +159+8.0% | Added |
| Plan A Wealth LLC | 2,166 | $709.0K | 0.30% | −339−13.5% | Reduced |
| Saranac Partners Ltd | 2,171 | $710.6K | 0.23% | +2,171 | New |
| MN Wealth Advisors, LLC | 2,171 | $710.8K | 0.30% | −12,393−85.1% | Reduced |
| Level Financial Advisors, Inc. | 2,172 | $710.9K | 0.16% | −75−3.3% | Reduced |
| RWM Asset Management, LLC | 2,022 | $711.3K | 0.10% | −15,364−88.4% | Reduced |
| Oceanside Advisors LLC | 2,176 | $712.3K | 0.36% | 00.0% | Unchanged |
| Tamar Securities, LLC | 2,177 | $712.6K | 0.07% | −216−9.0% | Reduced |
| White Lighthouse Investment Management Inc. | 2,187 | $715.9K | 0.09% | −520−19.2% | Reduced |
| Adamsbrown Wealth Consultants LLC | 2,192 | $717.4K | 0.14% | +472+27.4% | Added |
| McNamara Financial Services, Inc. | 2,192 | $717.5K | 0.12% | 00.0% | Unchanged |
| Cedarwood Wealth LLC | 2,193 | $717.7K | 0.54% | +229+11.7% | Added |
| LiftPoint Family Wealth Advisors LLC | 2,193 | $717.8K | 0.49% | +1,062+93.9% | Added |
| Quad-Cities Investment Group, LLC | 2,196 | $718.8K | 0.26% | −15−0.7% | Reduced |
| ASL Financial, LLC | 2,196 | $718.8K | 0.51% | 00.0% | Unchanged |
| Copper Harbor Investment Advisors, LLC | 2,196 | $718.8K | 0.15% | +2,196 | New |
| Tenzing Financial LLC | 2,135 | $721.1K | 0.50% | +114+5.6% | Added |
| IMZ Advisory Inc | 2,205 | $721.8K | 0.23% | −130−5.6% | Reduced |
| Clarion Wealth Managment Partners, LLC | 2,209 | $722.9K | 0.58% | −48−2.1% | Reduced |
| Cherry Creek Investment Advisors, Inc. | 2,210 | $723.3K | 0.28% | +66+3.1% | Added |
| Allied Private Wealth LLC | 2,188 | $723.7K | 0.46% | +2,188 | New |