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 |
|---|---|---|---|---|---|
| Probity Advisors, Inc. | 3,952 | $1.29M | 0.19% | −4−0.1% | Reduced |
| Burnham & Co LLC | 3,955 | $1.29M | 1.04% | +3,955 | New |
| Challenger Wealth Management | 3,957 | $1.30M | 0.95% | −34−0.9% | Reduced |
| Richard P Slaughter Associates Inc | 3,958 | $1.30M | 0.26% | −3,062−43.6% | Reduced |
| North Capital, Inc. | 3,965 | $1.30M | 0.98% | +65+1.7% | Added |
| Centiva Capital, LP | 3,967 | $1.30M | 0.04% | −12,008−75.2% | Reduced |
| Hardin Capital Partners, LLC | 3,960 | $1.30M | 0.60% | −216−5.2% | Reduced |
| Independence Financial Advisors, LLC | 3,972 | $1.30M | 0.34% | +5+0.1% | Added |
| Narus Financial Partners, LLC | 3,978 | $1.30M | 0.33% | −410−9.3% | Reduced |
| Charter Capital Management, LLC | 3,980 | $1.30M | 0.58% | −76−1.9% | Reduced |
| Worthington Financial Partners, LLC | 3,981 | $1.30M | 1.08% | +723+22.2% | Added |
| Silicon Valley Capital Partners | 3,983 | $1.30M | 0.11% | −545−12.0% | Reduced |
| XTX Topco Ltd | 3,985 | $1.30M | 0.02% | +2,229+126.9% | Added |
| Avail Investment Partners, LLC | 3,985 | $1.30M | 1.00% | +1,005+33.7% | Added |
| Hidden Cove Wealth Management, LLC | 3,989 | $1.31M | 0.72% | +289+7.8% | Added |
| Sterling Group Wealth Management, LLC | 3,989 | $1.31M | 0.54% | −31−0.8% | Reduced |
| Consilio Wealth Advisors, LLC | 3,994 | $1.31M | 0.31% | +55+1.4% | Added |
| TSFG, LLC | 3,995 | $1.31M | 0.16% | +26+0.7% | Added |
| Lewis Asset Management, LLC | 3,996 | $1.31M | 0.46% | +231+6.1% | Added |
| Inspire Advisors, LLC | 3,988 | $1.31M | 0.09% | +687+20.8% | Added |
| PeakShares LLC | 4,006 | $1.31M | 0.98% | +285+7.7% | Added |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 3,643 | $1.31M | 0.73% | +12+0.3% | Added |
| Silver Grove Financial Group, Inc. | 4,014 | $1.31M | 0.71% | −1,905−32.2% | Reduced |
| Doheny Asset Management | 4,024 | $1.32M | 0.76% | 00.0% | Unchanged |
| Bulltick Wealth Management, LLC | 4,024 | $1.32M | 0.27% | −2,982−42.6% | Reduced |
| Horizon Family Wealth, Inc. | 4,024 | $1.32M | 0.60% | +2,042+103.0% | Added |
| J. Derek Lewis & Associates Inc. | 4,030 | $1.32M | 0.25% | +72+1.8% | Added |
| Schrum Private Wealth Management LLC | 6,122 | $1.32M | 1.36% | −4,768−43.8% | Reduced |
| Gibraltar Capital Management, Inc. | 4,046 | $1.32M | 0.20% | +164+4.2% | Added |
| Alan B. Lancz & Associates, Inc. | 4,048 | $1.33M | 1.15% | 00.0% | Unchanged |
| Indie Asset Partners, LLC | 4,051 | $1.33M | 1.27% | −48−1.2% | Reduced |
| Davidson Investment Advisors | 4,058 | $1.33M | 0.05% | −170−4.0% | Reduced |
| Drake & Associates, LLC | 4,059 | $1.33M | 0.22% | −1,851−31.3% | Reduced |
| Sulzberger Capital Advisors, Inc. | 4,062 | $1.33M | 1.30% | −80−1.9% | Reduced |
| Financial Consulate, Inc | 4,063 | $1.33M | 0.15% | −32−0.8% | Reduced |
| Sterneck Capital Management, LLC | 4,067 | $1.33M | 0.57% | −1,043−20.4% | Reduced |
| Integrity Advisory Solutions, LLC | 4,069 | $1.33M | 0.14% | +914+29.0% | Added |
| Signature Equity Partners, LLC | 4,072 | $1.33M | 0.61% | −368−8.3% | Reduced |
| Cultivar Capital, Inc. | 4,074 | $1.33M | 0.86% | 00.0% | Unchanged |
| Krane Financial Solutions LLC | 4,078 | $1.33M | 0.82% | +95+2.4% | Added |
| Parkwoods Wealth Partners, LLC | 4,085 | $1.34M | 0.21% | +530+14.9% | Added |
| Blake Schutter Theil Wealth Advisors, LLC | 4,086 | $1.34M | 0.90% | −20.0% | Reduced |
| Gemmer Asset Management LLC | 4,091 | $1.34M | 0.09% | −22−0.5% | Reduced |
| Kingsman Wealth Management, Inc. | 4,095 | $1.34M | 0.63% | +82+2.0% | Added |
| Caldwell Investment Management Ltd. | 4,100 | $1.34M | 0.88% | 00.0% | Unchanged |
| Woodward Financial Advisors, Inc. | 4,097 | $1.34M | 0.45% | +20.0% | Added |
| Griffith & Werner, Inc. | 4,108 | $1.34M | 0.63% | +596+17.0% | Added |
| Francis Financial, Inc. | 4,114 | $1.35M | 0.22% | +176+4.5% | Added |
| BridgePort Financial Solutions, LLC | 4,116 | $1.35M | 0.34% | −91−2.2% | Reduced |
| Arsenal Capital Advisors LLC | 4,121 | $1.35M | 0.80% | −20−0.5% | Reduced |
| Philip James Wealth Mangement, LLC | 4,131 | $1.35M | 0.15% | −388−8.6% | Reduced |
| Elm Partners Management LLC | 4,138 | $1.35M | 0.05% | 00.0% | Unchanged |
| Per Stirling Capital Management, LLC. | 4,150 | $1.36M | 0.13% | +208+5.3% | Added |
| Audent Global Asset Management, LLC | 4,150 | $1.36M | 1.52% | −2,058−33.2% | Reduced |
| Kaydan Wealth Management, Inc. | 4,161 | $1.36M | 0.42% | −32−0.8% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4,162 | $1.36M | 0.07% | +501+13.7% | Added |
| Centennial Bank | 4,164 | $1.36M | 0.44% | −200−4.6% | Reduced |
| Alliance Wealth Advisors, LLC | 4,164 | $1.36M | 0.54% | −63−1.5% | Reduced |
| Disciplined Equity Management, Inc. | 4,168 | $1.36M | 0.60% | +15+0.4% | Added |
| Warwick Investment Management, Inc. | 4,169 | $1.36M | 0.15% | +227+5.8% | Added |
| Capital Squared Financial LLC | 4,180 | $1.37M | 0.89% | +80+2.0% | Added |
| Stone Wealth Partners | 4,181 | $1.37M | 1.00% | +27+0.6% | Added |
| Davidson Capital Management Inc. | 4,187 | $1.37M | 0.22% | +128+3.2% | Added |
| Taylor Financial Group, Inc. | 4,192 | $1.37M | 0.75% | 00.0% | Unchanged |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | 4,198 | $1.37M | 1.08% | 00.0% | Unchanged |
| Investment Advisory Group, LLC | 4,199 | $1.37M | 0.30% | +134+3.3% | Added |
| Ami Asset Management Corp | 4,199 | $1.37M | 0.08% | −17−0.4% | Reduced |
| Spartan Planning & Wealth Management | 4,201 | $1.38M | 0.92% | +1,189+39.5% | Added |
| Delphi Management Inc | 4,211 | $1.38M | 1.35% | +452+12.0% | Added |
| Planning Center, Inc. | 4,214 | $1.38M | 0.13% | +123+3.0% | Added |
| Core Wealth Advisors, Inc. | 4,215 | $1.38M | 0.28% | +1,598+61.1% | Added |
| Stephenson National Bank & Trust | 4,220 | $1.38M | 0.35% | +193+4.8% | Added |
| Outlook Wealth Advisors, LLC | 4,221 | $1.38M | 0.30% | −84−2.0% | Reduced |
| GenWealth Group, Inc. | 4,221 | $1.38M | 0.22% | −68−1.6% | Reduced |
| Park Capital Management, LLC | 4,236 | $1.39M | 0.82% | −334−7.3% | Reduced |
| Planning Alternatives Ltd | 4,236 | $1.39M | 0.15% | +251+6.3% | Added |
| Aspen Capital Management, LLC | 4,243 | $1.39M | 0.31% | +71+1.7% | Added |
| Axiom Investment Management LLC | 4,248 | $1.39M | 0.93% | −1,332−23.9% | Reduced |
| New Vernon Investment Management LLC | 4,253 | $1.39M | 1.70% | 00.0% | Unchanged |
| Innovative Asset Advisors Group, LLC | 4,254 | $1.39M | 0.61% | +283+7.1% | Added |
| Elevated Private Wealth, LLC | 4,255 | $1.39M | 1.33% | +4,255 | New |
| Fiduciary Financial Group, LLC | 4,261 | $1.39M | 0.16% | +260+6.5% | Added |
| Coyle Financial Counsel LLC | 4,261 | $1.39M | 0.25% | +367+9.4% | Added |
| Reynders McVeigh Capital Management, LLC | 4,263 | $1.40M | 0.06% | −100−2.3% | Reduced |
| Forum Finance Group S.A. | 5,286 | $1.40M | 0.50% | +3,208+154.4% | Added |
| Howard Wealth Management, LLC | 4,271 | $1.40M | 0.52% | +57+1.4% | Added |
| M3 Advisory Group, LLC | 4,282 | $1.40M | 0.73% | +67+1.6% | Added |
| Total Investment Management Inc | 3,988 | $1.40M | 0.15% | −44−1.1% | Reduced |
| Legacy Financial Independent Advisors LLC | 4,287 | $1.40M | 0.66% | −122−2.8% | Reduced |
| Thomas Story & Son LLC | 4,290 | $1.40M | 0.50% | −39−0.9% | Reduced |
| Operose Advisors LLC | 4,291 | $1.40M | 0.27% | +4,291 | New |
| Wayfinding Financial, LLC | 4,295 | $1.41M | 0.53% | +66+1.6% | Added |
| Cpwa, LLC | 4,295 | $1.41M | 1.63% | +24+0.6% | Added |
| GGM Financials LLC | 4,299 | $1.41M | 0.53% | +204+5.0% | Added |
| Cape Investment Advisory, Inc. | 4,306 | $1.41M | 0.38% | −14−0.3% | Reduced |
| Ipsen Advisor Group LLC | 4,307 | $1.41M | 0.91% | −12−0.3% | Reduced |
| DDD Partners, LLC | 4,318 | $1.41M | 0.09% | +43+1.0% | Added |
| Hassell Wealth Management, LLC | 4,306 | $1.42M | 0.44% | +10.0% | Added |
| Tripletail Wealth Management, LLC | 4,260 | $1.42M | 1.64% | −5−0.1% | Reduced |
| Murphy & Mullick Capital Management Corp | 4,346 | $1.43M | 0.89% | +469+12.1% | Added |