Skip to main content

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; 5,156 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
5,156
+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
2,116 more reduced

69 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.

Institutional holdersQ2 2026: 5,156 institutions
Q1 2021: 3,218 institutionsQ2 2021: 3,246 institutionsQ3 2021: 3,239 institutionsQ4 2021: 3,594 institutionsQ1 2022: 3,519 institutionsQ2 2022: 3,428 institutionsQ3 2022: 3,396 institutionsQ4 2022: 3,629 institutionsQ1 2023: 3,612 institutionsQ2 2023: 3,672 institutionsQ3 2023: 3,711 institutionsQ4 2023: 4,001 institutionsQ1 2024: 4,120 institutionsQ2 2024: 4,181 institutionsQ3 2024: 4,215 institutionsQ4 2024: 4,679 institutionsQ1 2025: 4,679 institutionsQ2 2025: 4,752 institutionsQ3 2025: 4,765 institutionsQ4 2025: 5,154 institutionsQ1 2026: 5,102 institutionsQ2 2026: 5,156 institutions
Value heldQ2 2026: $643.7B
Q1 2021: $330.3BQ2 2021: $329.3BQ3 2021: $342.0BQ4 2021: $330.1BQ1 2022: $278.9BQ2 2022: $229.3BQ3 2022: $212.9BQ4 2022: $278.3BQ1 2023: $266.3BQ2 2023: $297.6BQ3 2023: $297.0BQ4 2023: $351.8BQ1 2024: $414.5BQ2 2024: $416.2BQ3 2024: $429.4BQ4 2024: $490.0BQ1 2025: $494.6BQ2 2025: $582.4BQ3 2025: $618.0BQ4 2025: $639.5BQ1 2026: $572.0BQ2 2026: $643.7B
Institutions holding JPM and their total value by quarter
QuarterHoldersValue
Q2 20265,156$643.7B
Q1 20265,102$572.0B
Q4 20255,154$639.5B
Q3 20254,765$618.0B
Q2 20254,752$582.4B
Q1 20254,679$494.6B
Q4 20244,679$490.0B
Q3 20244,215$429.4B
Q2 20244,181$416.2B
Q1 20244,120$414.5B
Q4 20234,001$351.8B
Q3 20233,711$297.0B
Q2 20233,672$297.6B
Q1 20233,612$266.3B
Q4 20223,629$278.3B
Q3 20223,396$212.9B
Q2 20223,428$229.3B
Q1 20223,519$278.9B
Q4 20213,594$330.1B
Q3 20213,239$342.0B
Q2 20213,246$329.3B
Q1 20213,218$330.3B

Institutions, Q2 2026

Shares, value and share of portfolio for each institution holding JPMorgan Chase & Co; share changes are against Q1 2026.

Institutions holding JPM in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Cedar Mountain Advisors, LLC459$150.4K0.03%+11+2.5%Added
Keewaydin Investments LLC462$151.2K0.04%00.0%Unchanged
Catalyst Capital Advisors LLC468$153.2K0.00%−7−1.5%Reduced
Sarver Vrooman Wealth Advisors460$153.7K0.09%−5−1.1%Reduced
Strategic Wealth Advisors LLC502$161.0K0.14%+113+29.0%Added
Burk Holdings LLC494$161.7K0.06%−3−0.6%Reduced
Bare Financial Services, Inc494$161.7K0.04%+104+26.7%Added
Meeder Asset Management Inc504$165.0K0.01%+87+20.9%Added
180 GPS Investments IC Ltd526$172.2K0.13%+526New
H&H Retirement Design & Management INC517$178.1K0.08%+517New
Horrell Capital Management, Inc.547$179.1K0.08%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC566$185.3K0.02%+70+14.1%Added
Downshift Financial, LLC566$185.3K0.08%+566New
Copia Wealth Management570$186.6K0.11%+4+0.7%Added
Advocate Investing Services LLC575$188.2K0.14%−24−4.0%Reduced
Standard Family Office LLC576$188.5K0.17%00.0%Unchanged
Westend Capital Management, LLC607$198.7K0.05%−129−17.5%Reduced
Davis Capital Management609$199.5K0.12%+100+19.6%Added
Foundry Financial LLC613$200.8K0.07%+613New
Stonehearth Capital Management, LLC614$201.0K0.07%−500−44.9%Reduced
Founders Capital Management, LLC614$201.0K0.03%−85−12.2%Reduced
Lee-Kelleher Wealth Management615$201.3K0.11%+615New
Corbyn Investment Management Inc617$202.0K0.06%+617New
Genesis Wealth Advisors, LLC617$202.0K0.12%+617New
Alpha Financial Advisors, LLC618$202.3K0.06%+618New
Tull Financial Group, Inc.619$202.5K0.08%+619New
Valley Forge Investment Consultants Inc Adv619$202.6K0.05%+619New
Tobam619$203.0K0.05%+41+7.1%Added
Financial Futures Ltd Liability Co.621$203.3K0.08%+621New
Index Technologies Group LLC621$203.3K0.16%+621New
PCG Wealth Advisors, LLC621$203.3K0.05%+621New
Tencap Wealth Coaching, LLC621$203.3K0.06%+621New
Beacon Financial Planning, Inc621$203.3K0.07%+621New
C2C Wealth Management, LLC622$203.6K0.16%+622New
Hapanowicz & Associates Financial Services, Inc624$204.3K0.06%+624New
Hyperion Capital Advisors LP624$204.3K0.09%+624New
Treasure Coast Financial Planning625$204.6K0.10%+625New
Penney Financial, LLC625$204.6K0.07%+625New
Retiremitten Financial LLC626$204.9K0.09%−26−4.0%Reduced
Cynosure Management, LLC629$205.9K0.03%−4,606−88.0%Reduced
Runnymede Capital Advisors, Inc.629$205.9K0.12%+629New
Stephen J. Garry & Associates, LLC629$205.9K0.15%+629New
Bright Financial Advisors, Inc.631$206.5K0.09%+631New
Mendota Financial Group, LLC631$206.5K0.13%+631New
Three Arch Wealth Management LLC632$206.8K0.03%+632New
Barry Investment Advisors, LLC632$206.9K0.04%+632New
Shore Point Advisors, LLC632$206.9K0.07%+632New
TD Capital Management LLC633$207.1K0.02%00.0%Unchanged
Bull Oak Capital, LLC633$207.2K0.07%+633New
Key Capital Management, INC634$207.5K0.11%+297+88.1%Added
Align Financial, LLC634$207.6K0.10%00.0%Unchanged
Blue Sky Capital Consultants Group, Inc.635$207.8K0.09%+635New
Tenon Financial LLC636$208.0K0.07%+636New
Optima Capital LLC637$208.4K0.08%+637New
Retirement Financial Solutions, LLC641$209.8K0.05%+641New
Collar Capital Management, LLC641$209.8K0.12%+641New
Vistica Wealth Advisors, LLC641$209.8K0.18%+641New
Welch Capital Partners LLC642$210.0K0.04%+642New
Stelac Advisory Services LLC644$210.8K0.04%−207−24.3%Reduced
SFM, LLC649$212.6K0.11%−242−27.2%Reduced
Tounjian Advisory Partners, LLC651$213.0K0.09%−13,291−95.3%Reduced
Oak Wealth Advisors LLC651$213.1K0.10%+651New
Capital Investment Services of America, Inc.651$213.1K0.02%−100−13.3%Reduced
Regatta Research & Money Management653$213.3K0.20%+653New
Atom Investors LP652$213.4K0.02%−6,635−91.1%Reduced
Confluence Investment Management LLC653$213.7K0.00%−32−4.7%Reduced
Alterna Wealth Management, Inc655$214.5K0.12%−300−31.4%Reduced
Crestmont Private Wealth LLC658$215.4K0.06%−66−9.1%Reduced
Capasso Planning Partners LLC660$216.0K0.11%+660New
Evolution Advisers, Inc.660$216.0K0.08%+9+1.4%Added
Penbrook Management LLC660$216.0K0.14%+660New
Rakuten Securities, Inc.660$216.0K0.05%−113−14.6%Reduced
Financial Network Wealth Advisors LLC660$216.0K0.22%+56+9.3%Added
Elequin Capital LP662$216.7K0.01%−2,049−75.6%Reduced
Compass Wealth Management, LLC667$218.3K0.09%+667New
TOP Private Wealth LLC.669$219.0K0.21%+669New
Trace Wealth Advisors, LLC671$219.6K0.14%+671New
Signature Resources Capital Management, LLC672$220.1K0.09%−18−2.6%Reduced
Guardian Wealth Management, Inc.672$220.2K0.11%+672New
Wealth Group Ltd673$220.3K0.04%−40−5.6%Reduced
Gunderson Capital Management Inc.673$220.3K0.06%+673New
First Wilshire Securities Management Inc674$220.6K0.05%−319−32.1%Reduced
JMG Financial Group, Ltd.674$220.7K0.01%+674New
Brandywine Trust Co675$220.9K0.04%+675New
Greenhouse Wealth Management, LLC675$220.9K0.16%+675New
Primoris Wealth Advisors, LLC677$221.6K0.10%+677New
Aegis Wealth Management, Inc.677$221.6K0.14%+677New
Marquette Asset Management, LLC679$222.3K0.03%−73−9.7%Reduced
Freedom Financial Partners LLC679$222.3K0.07%+679New
Somerset Group LLC661$222.4K0.16%00.0%Unchanged
Salvus Wealth Management, LLC680$222.6K0.12%00.0%Unchanged
Sageworth Trust Co of South Dakota682$223.2K0.14%−587−46.3%Reduced
Michels Family Financial, LLC683$223.6K0.14%00.0%Unchanged
West Financial Advisors, LLC689$225.5K0.03%+123+21.7%Added
Cedar Wealth Management, LLC692$226.6K0.06%00.0%Unchanged
Goodman Financial Corp692$226.6K0.04%−85−10.9%Reduced
Strategic Financial Partners, Ltd.693$227.1K0.09%00.0%Unchanged
Peak Financial Advisors LLC695$227.5K0.09%00.0%Unchanged
Torrey Growth & Income Advisors692$227.8K0.08%00.0%Unchanged
Lane Brothers & Co Inc696$228.0K0.15%−43−5.8%Reduced