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: 24 institutions have reported holding JPM so far. See Q3 2026
- Institutional holders
- 5,158
- +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
- 2,268 more added
- Sold out
- 114
- 2,116 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 |
|---|---|---|---|---|---|
| Asset Advisors Investment Management, LLC | 4,369 | $1.43M | 0.13% | −200−4.4% | Reduced |
| Luts & Greenleigh Group, Inc | 4,373 | $1.43M | 1.08% | −11−0.3% | Reduced |
| Blue Rock Wealth Management LLC | 4,396 | $1.43M | 0.80% | 00.0% | Unchanged |
| Global Assets Advisory, LLC | 4,290 | $1.43M | 0.31% | −9,842−69.6% | Reduced |
| California First Leasing Corp | 4,380 | $1.43M | 0.30% | 00.0% | Unchanged |
| Lumbard & Kellner, LLC | 4,387 | $1.44M | 0.44% | +153+3.6% | Added |
| Alpha Zero LLC | 4,187 | $1.44M | 0.54% | +621+17.4% | Added |
| WNY Asset Management, LLC | 4,391 | $1.44M | 0.13% | −179−3.9% | Reduced |
| Leonard Rickey Investment Advisors P.L.L.C. | 4,393 | $1.44M | 0.23% | −284−6.1% | Reduced |
| Larry Mathis Financial Planning, LLC | 4,403 | $1.44M | 1.10% | −24−0.5% | Reduced |
| Dougherty Wealth Advisers LLC | 4,413 | $1.44M | 0.79% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 4,420 | $1.45M | 0.32% | +783+21.5% | Added |
| Hara Capital LLC | 4,421 | $1.45M | 0.76% | 00.0% | Unchanged |
| Aberdeen Wealth Management LLC | 4,439 | $1.45M | 0.70% | −10,523−70.3% | Reduced |
| TPG Advisors LLC | 4,443 | $1.45M | 0.80% | +3+0.1% | Added |
| Borer Denton & Associates, Inc. | 4,444 | $1.45M | 0.48% | +40+0.9% | Added |
| TrustBank | 4,446 | $1.46M | 0.49% | −30−0.7% | Reduced |
| Severin Investments, LLC | 4,446 | $1.46M | 1.10% | +546+14.0% | Added |
| Tevis Investment Management | 4,456 | $1.46M | 0.80% | −207−4.4% | Reduced |
| Prosperity Bancshares Inc | 4,458 | $1.46M | 0.95% | +100+2.3% | Added |
| Liberty Wealth Management LLC | 4,963 | $1.46M | 0.18% | 00.0% | Unchanged |
| Mayfair Advisory Group, LLC | 4,147 | $1.46M | 0.44% | +410+11.0% | Added |
| Van Diest Capital, LLC | 4,487 | $1.47M | 1.32% | −514−10.3% | Reduced |
| Retirement Planning Co of New England, Inc. | 4,493 | $1.47M | 0.53% | −280−5.9% | Reduced |
| Womack Financial LLC | 4,496 | $1.47M | 0.97% | −227−4.8% | Reduced |
| Mainsail Financial Group, LLC | 4,501 | $1.47M | 0.50% | +51+1.1% | Added |
| Veracity Capital LLC | 4,507 | $1.48M | 0.40% | +74+1.7% | Added |
| State of Wyoming | 4,511 | $1.48M | 0.15% | −323−6.7% | Reduced |
| Financial Synergies Wealth Advisors, Inc. | 4,516 | $1.48M | 0.13% | +540+13.6% | Added |
| Goldstein Advisors, LLC | 4,518 | $1.48M | 0.14% | +295+7.0% | Added |
| Brookwood Investment Group LLC | 4,522 | $1.48M | 0.17% | +867+23.7% | Added |
| Elwood & Goetz Wealth Advisory Group, LLC | 4,533 | $1.48M | 0.22% | +122+2.8% | Added |
| Myriad Asset Management US LP | 4,540 | $1.49M | 2.05% | +1,315+40.8% | Added |
| Lakeshore Capital Group, Inc. | 4,548 | $1.49M | 1.10% | +3+0.1% | Added |
| Campion Asset Management LLC | 4,560 | $1.49M | 0.91% | −10.0% | Reduced |
| Enclave Advisors LLC | 4,562 | $1.49M | 0.19% | −14−0.3% | Reduced |
| Jackson Thornton Asset Management, LLC | 4,564 | $1.49M | 0.12% | +1,764+63.0% | Added |
| Sykon Capital LLC | 4,567 | $1.50M | 0.46% | +47+1.0% | Added |
| Maridea Wealth Management LLC | 4,579 | $1.50M | 0.16% | +2,028+79.5% | Added |
| Sage Private Wealth Group, LLC | 4,579 | $1.50M | 0.67% | +58+1.3% | Added |
| Marshall Financial Group LLC | 4,585 | $1.50M | 0.22% | −435−8.7% | Reduced |
| Walkner Condon Financial Advisors LLC | 4,587 | $1.50M | 0.17% | +221+5.1% | Added |
| Novak & Powell Financial Services, Inc. | 4,588 | $1.50M | 0.71% | +6+0.1% | Added |
| Centerpoint Advisors, LLC | 4,594 | $1.50M | 0.43% | −105−2.2% | Reduced |
| LeConte Wealth Management, LLC | 4,600 | $1.51M | 0.82% | +290+6.7% | Added |
| NBZ Investment Advisors LLC | 4,602 | $1.51M | 0.59% | +640+16.2% | Added |
| Fca Corp | 4,609 | $1.51M | 0.37% | +626+15.7% | Added |
| Fiera Capital Corp | 4,616 | $1.51M | 0.01% | −215−4.5% | Reduced |
| Cyr Financial Inc. | 4,618 | $1.51M | 0.79% | +294+6.8% | Added |
| SBI Okasan Asset Management Co.Ltd. | 4,590 | $1.51M | 0.05% | 00.0% | Unchanged |
| Andrews Advisory Associates, LLC | 4,619 | $1.51M | 0.73% | −133−2.8% | Reduced |
| CWS Financial Advisors, LLC | 4,622 | $1.51M | 0.34% | +7+0.2% | Added |
| Evanson Financial, LLC | 4,623 | $1.51M | 0.07% | +4,623 | New |
| Sierra Capital LLC | 4,629 | $1.52M | 0.15% | 00.0% | Unchanged |
| OneAscent Family Office, LLC | 4,629 | $1.52M | 0.76% | −634−12.0% | Reduced |
| GSG Advisors LLC | 4,629 | $1.52M | 0.33% | +63+1.4% | Added |
| Hutchinson Capital Management | 4,630 | $1.52M | 0.26% | +67+1.5% | Added |
| Cambridge Advisors Inc. | 4,641 | $1.52M | 0.26% | −135−2.8% | Reduced |
| Paladin Wealth, LLC | 4,641 | $1.52M | 0.88% | +293+6.7% | Added |
| Unify Financial Advisors | 4,643 | $1.52M | 1.40% | −69−1.5% | Reduced |
| Armstrong Advisory Group, Inc | 4,650 | $1.52M | 0.09% | −67−1.4% | Reduced |
| Symmetry Partners, LLC | 4,650 | $1.52M | 0.08% | +1,256+37.0% | Added |
| Philo Smith Capital Corp | 4,650 | $1.52M | 0.41% | −200−4.1% | Reduced |
| Basso Capital Management, L.P. | 4,653 | $1.52M | 0.38% | +4,049+670.4% | Added |
| Providence First Trust Co | 4,659 | $1.52M | 0.43% | −803−14.7% | Reduced |
| PFW Advisors LLC | 4,664 | $1.53M | 0.45% | −50−1.1% | Reduced |
| STAR Financial Bank | 4,664 | $1.53M | 0.62% | +260+5.9% | Added |
| Red Wave Investments LLC | 4,665 | $1.53M | 0.39% | −79−1.7% | Reduced |
| S.A. Mason LLC | 4,668 | $1.53M | 0.47% | +173+3.8% | Added |
| Grove Street Fiduciary, LLC | 4,673 | $1.53M | 0.65% | 00.0% | Unchanged |
| Emerald Advisors, LLC | 4,678 | $1.53M | 0.19% | +584+14.3% | Added |
| Insight 2811, Inc. | 4,679 | $1.53M | 0.62% | +64+1.4% | Added |
| TAGStone Capital, Inc. | 4,680 | $1.53M | 0.49% | +68+1.5% | Added |
| Maxele Advisors, LLC | 4,683 | $1.53M | 1.07% | +4,683 | New |
| Omnia Family Wealth, LLC | 4,683 | $1.53M | 0.41% | −1,352−22.4% | Reduced |
| Insight Advisors, LLC | 4,693 | $1.54M | 0.27% | −242−4.9% | Reduced |
| August Group Capital Ltd | 4,715 | $1.54M | 1.70% | −264−5.3% | Reduced |
| Firethorn Wealth Partners, LLC | 4,716 | $1.54M | 0.50% | +547+13.1% | Added |
| Shelton Wealth Management, LLC | 4,720 | $1.55M | 0.61% | −173−3.5% | Reduced |
| Whelan Financial | 4,729 | $1.55M | 0.42% | +607+14.7% | Added |
| Morse Asset Management, Inc | 4,730 | $1.55M | 0.26% | +26+0.6% | Added |
| WealthSpring Partners, LLC | 4,730 | $1.55M | 1.33% | +34+0.7% | Added |
| McLaughlin Asset Management, Inc. | 4,732 | $1.55M | 1.07% | +33+0.7% | Added |
| Fiduciary Planning LLC | 4,733 | $1.55M | 0.41% | +20.0% | Added |
| Requisite Capital Management, LLC | 4,734 | $1.55M | 0.26% | −1,307−21.6% | Reduced |
| Aurora Private Wealth, Inc. | 4,738 | $1.55M | 0.98% | −215−4.3% | Reduced |
| Mayport, LLC | 4,747 | $1.55M | 0.24% | −14−0.3% | Reduced |
| Green Ridge Wealth Planning LLC | 4,749 | $1.55M | 0.65% | −90−1.9% | Reduced |
| International Private Wealth Advisors LLC | 4,750 | $1.55M | 0.80% | +1,821+62.2% | Added |
| Taylor Hoffman Capital Management LLC | 4,752 | $1.56M | 0.38% | 00.0% | Unchanged |
| MBE Wealth Management, LLC | 4,768 | $1.56M | 0.55% | −11−0.2% | Reduced |
| Glass Wealth Management Co LLC | 4,772 | $1.56M | 0.52% | +1,416+42.2% | Added |
| Davis Investment Partners, LLC | 4,775 | $1.56M | 0.48% | 00.0% | Unchanged |
| Cravens & Co Advisors, LLC | 4,783 | $1.57M | 1.05% | −753−13.6% | Reduced |
| AJ Advisors, LLC | 4,784 | $1.57M | 0.49% | +15+0.3% | Added |
| Matauro, LLC | 4,784 | $1.57M | 0.21% | +34+0.7% | Added |
| Mfg Wealth Management, Inc. | 4,802 | $1.57M | 1.12% | −19−0.4% | Reduced |
| Trust Co of Oklahoma | 4,803 | $1.57M | 0.40% | +549+12.9% | Added |
| Centurion Wealth Management LLC | 4,808 | $1.57M | 0.38% | −1,334−21.7% | Reduced |
| Cardiff Park Advisors, LLC | 4,812 | $1.58M | 0.12% | +3+0.1% | Added |