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
- +122 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
- 236
- 2,267 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 |
|---|---|---|---|---|---|
| Bennett Associates Wealth Management | 2,468 | $807.9K | 0.50% | −285−10.4% | Reduced |
| Cogent Strategic Wealth LLC | 2,468 | $807.9K | 0.77% | +36+1.5% | Added |
| Wealth Preservation Advisors, LLC | 2,469 | $808.2K | 0.46% | +1,742+239.6% | Added |
| Troutman Wealth Management, LLC | 2,470 | $808.7K | 0.62% | +33+1.4% | Added |
| Dupree Financial Group, LLC | 2,472 | $809.2K | 0.30% | 00.0% | Unchanged |
| Kerr Financial Planning Corp | 2,476 | $810.2K | 0.91% | −16−0.6% | Reduced |
| Corundum Trust Company, INC | 2,476 | $810.5K | 2.16% | 00.0% | Unchanged |
| Bender Robert & Associates | 2,481 | $812.0K | 0.17% | −14−0.6% | Reduced |
| Walker Asset Management, LLC | 2,481 | $812.1K | 0.41% | +11+0.4% | Added |
| High Point Wealth Management, LLC | 2,482 | $812.3K | 0.66% | +28+1.1% | Added |
| Arnhold LLC | 2,492 | $815.7K | 0.06% | 00.0% | Unchanged |
| Emergent Wealth Advisors, LLC | 2,501 | $816.6K | 0.42% | +141+6.0% | Added |
| Strategic Investment Solutions, Inc. | 2,497 | $817.3K | 0.19% | +864+52.9% | Added |
| Intergy Private Wealth, LLC | 2,498 | $817.7K | 0.19% | +75+3.1% | Added |
| Archetype Wealth Partners | 2,498 | $818.0K | 0.10% | −110−4.2% | Reduced |
| Greenhaven Associates IncSuperinvestorGreenhaven Associates | 2,500 | $818.3K | 0.01% | −1,500−37.5% | Reduced |
| Bramshill Investments, LLC | 2,500 | $818.3K | 0.06% | 00.0% | Unchanged |
| Murphy Pohlad Asset Management LLC | 2,500 | $818.5K | 0.29% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 2,510 | $821.6K | 0.20% | +285+12.8% | Added |
| Sloy Dahl & Holst, LLC | 2,512 | $822.3K | 0.10% | −35−1.4% | Reduced |
| Harvest Fund Management Co., Ltd | 2,517 | $824.0K | 0.03% | 00.0% | Unchanged |
| Krane Funds Advisors LLC | 2,520 | $824.9K | 0.03% | −294−10.4% | Reduced |
| 1015 Capital Partners, LLC | 2,524 | $826.2K | 0.69% | 00.0% | Unchanged |
| Brand Asset Management Group, Inc. | 2,526 | $826.7K | 0.18% | +68+2.8% | Added |
| Arch Global Advisors, LLC | 2,527 | $827.2K | 0.37% | −63−2.4% | Reduced |
| Westwood Wealth Management | 2,528 | $827.5K | 0.24% | −134−5.0% | Reduced |
| America First Investment Advisors, LLC | 2,529 | $827.8K | 0.15% | 00.0% | Unchanged |
| Southern Michigan Bank & Trust | 2,529 | $827.8K | 0.29% | +403+19.0% | Added |
| Prospera Capital Management, LLC | 2,452 | $828.1K | 0.26% | 00.0% | Unchanged |
| Second Half Financial Partners, LLC | 2,530 | $828.1K | 0.34% | −138−5.2% | Reduced |
| CLG LLC | 2,531 | $828.3K | 0.18% | −303−10.7% | Reduced |
| TCM Advisors, LLC | – | $828.5K | 0.65% | – | – |
| Plum Street Advisors, LLC | 2,531 | $828.5K | 0.26% | +100+4.1% | Added |
| Investment Insight Wealth Management, LLC | 2,532 | $828.8K | 0.72% | −7−0.3% | Reduced |
| Capitol Family Office, Inc. | 2,535 | $829.8K | 0.88% | +395+18.5% | Added |
| Shikiar Asset Management Inc | 2,549 | $834.0K | 0.21% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 2,548 | $834.0K | 0.14% | −5−0.2% | Reduced |
| Betterment LLC | 2,550 | $835.0K | 0.00% | +194+8.2% | Added |
| Dixon Fnancial Services, Inc. | 2,553 | $835.7K | 0.34% | 00.0% | Unchanged |
| Lynch Investment Planning, LLC | 2,554 | $836.0K | 0.64% | +84+3.4% | Added |
| StoryOne LLC | 2,555 | $836.3K | 0.40% | +2,555 | Added |
| Melfa Wealth Management, LLC | 2,557 | $836.9K | 0.45% | −150−5.5% | Reduced |
| Claret Asset Management Corp | 2,558 | $837.0K | 0.09% | −83−3.1% | Reduced |
| Vision Retirement, LLC | 2,561 | $838.2K | 0.20% | −6−0.2% | Reduced |
| Hollow Brook Wealth Management LLC | 2,561 | $838.3K | 0.17% | −100−3.8% | Reduced |
| AMJ Financial Wealth Management | 2,850 | $838.4K | 0.20% | 00.0% | Unchanged |
| Presidio Capital Management, LLC | 2,561 | $838.4K | 0.21% | −71−2.7% | Reduced |
| Capital Markets Trading UK LLP | 2,564 | $839.0K | 0.60% | +2,564 | New |
| Balentine LLC | 2,565 | $839.6K | 0.03% | −22−0.9% | Reduced |
| Accelerate Investment Advisors LLC | 2,567 | $840.3K | 0.48% | −8−0.3% | Reduced |
| Wedge Capital Management L L P | 2,570 | $841.2K | 0.01% | −243−8.6% | Reduced |
| Catalyst Investment Management LLC | 2,571 | $841.6K | 0.76% | +92+3.7% | Added |
| OneAscent Wealth Management LLC | 2,572 | $841.9K | 0.25% | +32+1.3% | Added |
| UMA Financial Services, Inc. | 2,573 | $842.1K | 0.10% | +188+7.9% | Added |
| Cherrydale Wealth Management, LLC | 2,579 | $844.1K | 0.22% | +2+0.1% | Added |
| Braun-Bostich & Associates Inc. | 2,581 | $844.8K | 0.47% | +297+13.0% | Added |
| Ironsides Asset Advisors, LLC | 2,590 | $847.9K | 0.20% | 00.0% | Unchanged |
| Investors Research Corp | 2,591 | $848.1K | 0.15% | −131−4.8% | Reduced |
| SP Asset Management LLC | 2,593 | $848.8K | 0.07% | +6+0.2% | Added |
| Banque de Luxembourg S.A. | 2,594 | $849.1K | 0.40% | +6+0.2% | Added |
| Palatine Hill Wealth Management, LLC | 2,595 | $849.4K | 0.68% | +4+0.2% | Added |
| Richwood Investment Advisors, LLC | 2,601 | $851.4K | 0.60% | 00.0% | Unchanged |
| Windsor Advisory Group, LLC | 2,603 | $852.0K | 0.62% | −1,771−40.5% | Reduced |
| Madden Securities Corp | 2,609 | $854.0K | 0.24% | −5−0.2% | Reduced |
| Odyssey Capital Advisors, Inc. | 2,611 | $854.8K | 0.61% | −55−2.1% | Reduced |
| MKT Advisors LLC | 2,520 | $854.9K | 0.27% | +31+1.2% | Added |
| Boothbay Fund Management, LLC | 2,615 | $856.0K | 0.02% | +956+57.6% | Added |
| Ogorek Anthony Joseph | 2,616 | $856.0K | 0.21% | +41+1.6% | Added |
| Flow Traders U.S. LLC | 2,614 | $856.0K | 0.04% | +2,614 | New |
| Cypress Financial Planning LLC | 2,616 | $856.2K | 0.21% | +237+10.0% | Added |
| NerdWallet Wealth Partners, LLC | 2,617 | $856.5K | 0.30% | +62+2.4% | Added |
| Dunhill Financial, LLC | 2,617 | $856.9K | 0.18% | −2,389−47.7% | Reduced |
| Wealthstar Advisors, LLC | 2,626 | $859.6K | 0.43% | +107+4.2% | Added |
| Financial Advisors Network, Inc. | 2,629 | $860.4K | 0.11% | +979+59.3% | Added |
| Cascade Investment Advisors, Inc. | 2,631 | $861.3K | 0.47% | −60−2.2% | Reduced |
| HC Advisors, LLC | 2,633 | $862.0K | 0.52% | +17+0.6% | Added |
| Steinberganna Wealth Management | 2,634 | $862.3K | 0.35% | +12+0.5% | Added |
| Entrust Financial LLC | 2,639 | $863.9K | 0.56% | +2+0.1% | Added |
| Bernardo Wealth Planning LLC | 2,640 | $864.1K | 0.15% | −7−0.3% | Reduced |
| Riverwater Partners LLC | 2,640 | $864.3K | 0.26% | +423+19.1% | Added |
| J.M. Arbour, LLC | 2,645 | $865.7K | 0.75% | +48+1.8% | Added |
| Worth Asset Management, LLC | 2,653 | $868.3K | 0.28% | +262+11.0% | Added |
| VSM Wealth Advisory, LLC | 2,658 | $870.0K | 0.23% | +2+0.1% | Added |
| Concorde Asset Management, LLC | 2,660 | $870.6K | 0.50% | +29+1.1% | Added |
| Roble, Belko & Company, Inc | 2,662 | $871.0K | 0.09% | −2−0.1% | Reduced |
| Tillman Hartley LLC | 2,663 | $871.7K | 0.20% | −524−16.4% | Reduced |
| Bravias Capital Group, LLC | 2,664 | $872.1K | 0.52% | +7+0.3% | Added |
| Birch Financial Group, LLC | 2,664 | $872.1K | 0.45% | +87+3.4% | Added |
| Twin Peaks Wealth Advisors, LLC | 2,664 | $872.2K | 0.20% | +204+8.3% | Added |
| Arkansas Financial Group, Inc. | 2,667 | $873.1K | 0.11% | +30+1.1% | Added |
| Allium Financial Advisors, LLC | 2,668 | $873.3K | 0.57% | −90−3.3% | Reduced |
| Avenue 1 Advisors, LLC | 2,670 | $874.0K | 0.23% | −86−3.1% | Reduced |
| Centerline Wealth Advisors, LLC | 2,671 | $874.3K | 0.27% | −10.0% | Reduced |
| Sound Portfolio Advisors, LLC | 2,677 | $876.3K | 0.62% | 00.0% | Unchanged |
| Coign Capital Advisors LLC | 2,685 | $878.8K | 0.40% | +31+1.2% | Added |
| Harrington Investments, INC | 2,685 | $878.9K | 0.43% | −62−2.3% | Reduced |
| ICW Investment Advisors LLC | 2,685 | $879.0K | 0.31% | +2+0.1% | Added |
| Willis Johnson & Associates, Inc. | 2,686 | $879.2K | 0.05% | −1,019−27.5% | Reduced |
| Beaird Harris Wealth Management, LLC | 2,687 | $879.5K | 0.06% | +290+12.1% | Added |
| Eagle Wealth Advisors LLC | 2,692 | $881.2K | 0.67% | +189+7.6% | Added |