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
Q3 2026 data is still coming in: 13 institutions have reported holding JPM so far. See Q3 2026
- 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 | 5,103 | $572.1B |
| Q4 2025 | 5,155 | $639.5B |
| Q3 2025 | 4,766 | $618.0B |
| Q2 2025 | 4,753 | $582.4B |
| Q1 2025 | 4,680 | $494.6B |
| Q4 2024 | 4,680 | $490.0B |
| Q3 2024 | 4,216 | $429.4B |
| Q2 2024 | 4,182 | $416.2B |
| Q1 2024 | 4,121 | $414.5B |
| Q4 2023 | 4,002 | $351.8B |
| Q3 2023 | 3,711 | $297.0B |
| Q2 2023 | 3,673 | $297.6B |
| Q1 2023 | 3,613 | $266.3B |
| Q4 2022 | 3,629 | $278.3B |
| Q3 2022 | 3,396 | $212.9B |
| Q2 2022 | 3,428 | $229.3B |
| Q1 2022 | 3,520 | $278.9B |
| Q4 2021 | 3,595 | $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 |
|---|---|---|---|---|---|
| Gentry Private Wealth, LLC | 2,693 | $881.5K | 0.45% | +367+15.8% | Added |
| Forum Private Client Group LLC | 2,693 | $881.7K | 0.26% | +178+7.1% | Added |
| Prudent Investors Network | 2,698 | $883.1K | 0.17% | +110+4.3% | Added |
| Lansing Street Advisors | 2,703 | $884.7K | 0.19% | +353+15.0% | Added |
| Red Lighthouse Investment Management, LLC | 2,703 | $884.8K | 0.26% | +46+1.7% | Added |
| Elevated Capital Advisors, LLC | 2,706 | $885.9K | 0.24% | −1,735−39.1% | Reduced |
| Burton Enright Welch | 2,713 | $888.2K | 0.10% | −731−21.2% | Reduced |
| Pachira Investments Inc. | 2,713 | $888.2K | 0.34% | +426+18.6% | Added |
| Stronghold Wealth Management L.L.C. | 2,716 | $889.0K | 1.19% | −64−2.3% | Reduced |
| Lord & Richards Wealth Management, LLC | 2,715 | $889.2K | 0.70% | −182−6.3% | Reduced |
| Ssi Investment Management LLC | 2,717 | $889.4K | 0.05% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 2,721 | $890.7K | 0.12% | 00.0% | Unchanged |
| Riverview Capital Advisers, LLC | 2,725 | $891.9K | 0.26% | +28+1.0% | Added |
| Prospect Financial Group LLC | 2,725 | $892.0K | 0.72% | +144+5.6% | Added |
| Blackstone Group Inc. | 2,726 | $892.3K | 0.00% | +437+19.1% | Added |
| Burkett Asset Management Ltd | 2,730 | $893.6K | 0.84% | −265−8.8% | Reduced |
| My Personal CFO, LLC | 2,730 | $893.6K | 0.35% | −55−2.0% | Reduced |
| Activest Wealth Management | 2,732 | $894.1K | 0.17% | −3,856−58.5% | Reduced |
| Global Strategic Investment Solutions, LLC | 2,735 | $895.2K | 0.08% | +53+2.0% | Added |
| Burkett Financial Services, LLC | 2,737 | $896.2K | 0.28% | −7−0.3% | Reduced |
| Code Waechter LLC | 2,750 | $900.0K | 0.47% | −71−2.5% | Reduced |
| Goepper Burkhardt LLC | 2,764 | $904.9K | 0.27% | −2−0.1% | Reduced |
| Allen Wealth Management, LLC | 2,767 | $905.7K | 0.44% | −100−3.5% | Reduced |
| Cambridge Financial Group, LLC | 2,768 | $906.1K | 0.29% | −79−2.8% | Reduced |
| Sherman Asset Management, Inc. | 2,770 | $906.7K | 0.70% | +2,200+386.0% | Added |
| Financial Security Advisor, Inc. | 2,770 | $906.9K | 0.15% | +44+1.6% | Added |
| WMG Financial Advisors, LLC | 2,771 | $907.1K | 0.34% | −113−3.9% | Reduced |
| Eagle Bay Advisors LLC | 2,772 | $907.3K | 0.68% | +28+1.0% | Added |
| Reyes Financial Architecture, Inc. | 2,772 | $907.5K | 0.51% | −13−0.5% | Reduced |
| Insight Wealth Partners, LLC | 2,785 | $911.8K | 0.12% | −109−3.8% | Reduced |
| Washburn Capital Management, Inc. | 2,789 | $912.9K | 0.45% | −1,482−34.7% | Reduced |
| Sovereign Investment Advisors, LLC | 2,790 | $913.3K | 0.17% | 00.0% | Unchanged |
| Broyhill Asset Management | 2,794 | $914.6K | 0.81% | 00.0% | Unchanged |
| Parkside Investments, LLC | 2,796 | $915.1K | 0.10% | −540−16.2% | Reduced |
| Colter Lewis Investment Partners LLC | 2,798 | $915.9K | 0.41% | −3,790−57.5% | Reduced |
| ISAM Funds (UK) Ltd | 2,800 | $916.5K | 0.65% | −666−19.2% | Reduced |
| Quattro Financial Advisors LLC | 2,800 | $916.5K | 0.20% | +2,800 | New |
| Constant Guidance Financial LLC | 2,802 | $917.2K | 0.58% | +2,802 | New |
| Keb Asset Management, LLC | 2,807 | $918.8K | 0.15% | −8−0.3% | Reduced |
| XY Planning Network, Inc. | 2,808 | $919.2K | 0.12% | +349+14.2% | Added |
| KFA Private Wealth Group, LLC | 2,809 | $919.7K | 0.22% | −732−20.7% | Reduced |
| Dakota Community Bank & Trust NA | 2,811 | $920.1K | 2.85% | +104+3.8% | Added |
| Tandem Wealth Advisors LLC | 2,826 | $925.0K | 0.37% | +171+6.4% | Added |
| Asset Planning,Inc | 2,827 | $925.3K | 0.60% | +5+0.2% | Added |
| 4WEALTH Advisors, Inc. | 2,810 | $925.6K | 0.71% | +435+18.3% | Added |
| Flynn Zito Capital Management, LLC | 2,830 | $926.3K | 0.25% | +30+1.1% | Added |
| Meridian Wealth Partners, LLC | 2,836 | $928.3K | 0.11% | +8+0.3% | Added |
| Endeavor Private Wealth, Inc. | 2,838 | $928.9K | 0.23% | −199−6.6% | Reduced |
| QP Wealth Management, LLC | 2,838 | $929.0K | 1.33% | −6−0.2% | Reduced |
| Bensler, LLC | 2,840 | $929.5K | 0.08% | −45−1.6% | Reduced |
| Friday Financial | 2,741 | $929.9K | 0.25% | +361+15.2% | Added |
| Keener Financial Planning LLC | 2,843 | $930.0K | 0.33% | +299+11.8% | Added |
| Planned Solutions, Inc. | 2,843 | $930.6K | 0.27% | +110+4.0% | Added |
| Pin Oak Investment Advisors Inc | 2,846 | $932.0K | 0.66% | +20+0.7% | Added |
| BankChampaign, National Association | 2,848 | $932.2K | 0.72% | +1,570+122.8% | Added |
| Capstone Wealth Management, LLC | 2,852 | $933.5K | 0.43% | +1,585+125.1% | Added |
| Hamilton Capital, LLC | 2,853 | $933.8K | 0.05% | −568−16.6% | Reduced |
| PCB Capital LLC | 2,856 | $935.0K | 1.14% | +130+4.8% | Added |
| Compass Capital Corp | 2,561 | $936.1K | 0.30% | −91−3.4% | Reduced |
| Renaissance Group LLC | 2,860 | $936.2K | 0.04% | −51−1.8% | Reduced |
| Ninepoint Partners LP | 2,861 | $936.5K | 0.08% | −136−4.5% | Reduced |
| Caerus Investment Advisors, LLC | 2,865 | $937.7K | 0.32% | +798+38.6% | Added |
| Summit Wealth Group, LLC | 2,868 | $938.8K | 0.19% | +10.0% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 2,877 | $940.5K | 0.04% | −1,677−36.8% | Reduced |
| Objective Capital Management, LLC | 2,874 | $940.9K | 0.84% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 2,876 | $941.4K | 0.13% | +2,876 | New |
| Paladin Advisory Group, LLC | 2,877 | $941.7K | 0.63% | 00.0% | Unchanged |
| Kahn Brothers Group Inc | 2,878 | $942.1K | 0.15% | +60+2.1% | Added |
| Elite Life Management LLC | 2,624 | $942.6K | 1.10% | −67−2.5% | Reduced |
| Schoolcraft Capital LLC | 2,882 | $943.4K | 0.17% | −86−2.9% | Reduced |
| Nolet Wealth Management, LLC | 2,887 | $944.9K | 0.52% | +351+13.8% | Added |
| Barometer Capital Management Inc. | 2,900 | $945.0K | 0.26% | +2,900 | New |
| Strid Group, LLC | 2,890 | $945.9K | 0.11% | +10.0% | Added |
| Intelligence Driven Advisers, LLC | 2,890 | $946.1K | 0.15% | +827+40.1% | Added |
| J. L. Bainbridge & Co., Inc. | 2,891 | $946.4K | 0.08% | −145−4.8% | Reduced |
| Cahaba Wealth Management, Inc. | 2,893 | $946.8K | 0.06% | +141+5.1% | Added |
| Fiducient Advisors LLC | 2,896 | $947.9K | 0.14% | −287−9.0% | Reduced |
| Reston Wealth Management LLC | 2,898 | $948.7K | 0.26% | +12+0.4% | Added |
| Capital Investment Management, Inc. | 2,900 | $949.1K | 0.29% | −25−0.9% | Reduced |
| PDT Partners, LLC | 2,900 | $949.3K | 0.05% | +2,900 | New |
| Bayesian Capital Management, LP | 2,900 | $949.3K | 0.61% | +2,900 | New |
| Ruggaard & Associates LLC | 2,908 | $951.9K | 0.34% | 00.0% | Unchanged |
| Meridian Financial, LLC | 2,912 | $953.3K | 0.46% | +50+1.7% | Added |
| CTC Alternative Strategies, Ltd. | 2,920 | $955.8K | 1.38% | +1,800+160.7% | Added |
| Expressive Wealth LLC | 2,927 | $958.3K | 0.90% | −38−1.3% | Reduced |
| Bayban | 2,930 | $959.1K | 0.74% | −100−3.3% | Reduced |
| Hyposwiss Advisors SA | 2,934 | $960.4K | 0.91% | 00.0% | Unchanged |
| Maripau Wealth Management LLC | 2,930 | $961.3K | 0.34% | −55−1.8% | Reduced |
| Alessandra Capital Management, LLC | 2,940 | $962.4K | 0.68% | +130+4.6% | Added |
| Waller Financial Planning Group, Inc | 2,942 | $963.0K | 0.20% | +257+9.6% | Added |
| Financial Freedom, LLC | 2,947 | $964.6K | 0.44% | −27−0.9% | Reduced |
| Morris Retirement Advisors, LLC | 2,951 | $965.9K | 0.35% | −2,735−48.1% | Reduced |
| Pine Harbor Wealth Management, LLC | 2,951 | $966.0K | 0.26% | +10.0% | Added |
| LightSquare Wealth Management, LLC | 2,952 | $966.2K | 0.67% | +31+1.1% | Added |
| E6 Portfolios, LLC | 2,952 | $966.4K | 0.77% | +2,008+212.7% | Added |
| Youngs Advisory Group, Inc. | 2,956 | $967.7K | 0.30% | +4+0.1% | Added |
| Torray LLC | 2,959 | $968.6K | 0.13% | −35,900−92.4% | Reduced |
| Aletheian Wealth Advisors LLC | 2,960 | $968.9K | 0.41% | +235+8.6% | Added |
| Laurion Capital Management LP | 2,962 | $969.6K | 0.07% | −3,733−55.8% | Reduced |
| Port Capital LLC | 2,964 | $970.2K | 0.04% | −572−16.2% | Reduced |