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 |
|---|---|---|---|---|---|
| Global Trust Wealth Management LLC | 4,813 | $1.58M | 1.09% | −583−10.8% | Reduced |
| Dorato Capital Management | 4,686 | $1.58M | 1.07% | +66+1.4% | Added |
| Armbruster Capital Management, Inc. | 4,820 | $1.58M | 0.24% | −2,270−32.0% | Reduced |
| Wellington-Altus USA Inc. | 5,368 | $1.58M | 1.14% | +729+15.7% | Added |
| Silverlake Wealth Management LLC | 4,825 | $1.58M | 0.30% | +136+2.9% | Added |
| Matisse Capital | 4,839 | $1.58M | 0.63% | +20.0% | Added |
| Wellington Grp LLC | 4,839 | $1.58M | 0.42% | +1,051+27.7% | Added |
| Great Oak Capital Partners, LLC | 4,738 | $1.58M | 0.34% | +32+0.7% | Added |
| Latitude Advisors, LLC | 4,850 | $1.59M | 0.63% | −343−6.6% | Reduced |
| BDF-Gestion | 53,871 | $1.59M | 0.47% | −6,057−10.1% | Reduced |
| Heritage Investment Group, Inc. | 4,852 | $1.59M | 0.21% | 00.0% | Unchanged |
| Goldenstone Wealth Management LLC | 4,858 | $1.59M | 1.04% | +96+2.0% | Added |
| Clarus Group, Inc. | 4,866 | $1.59M | 0.54% | −244−4.8% | Reduced |
| McHugh Group, LLC | 4,869 | $1.59M | 0.81% | 00.0% | Unchanged |
| Highland Financial Advisors, LLC | 4,883 | $1.60M | 0.35% | +13+0.3% | Added |
| Eldridge Investment Advisors, Inc. | 4,883 | $1.60M | 0.32% | +12+0.2% | Added |
| Viawealth, LLC | 4,894 | $1.60M | 0.81% | −49−1.0% | Reduced |
| Financial Planning Hawaii, Inc. | 4,896 | $1.60M | 0.86% | +126+2.6% | Added |
| Aua Capital Management, LLC | 4,898 | $1.60M | 0.74% | 00.0% | Unchanged |
| EdgeRock Capital LLC | 4,905 | $1.61M | 0.37% | +592+13.7% | Added |
| Hall Laurie J Trustee | 4,911 | $1.61M | 0.50% | −153−3.0% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 4,915 | $1.61M | 0.14% | −67−1.3% | Reduced |
| Riversedge Advisors, LLC | 4,921 | $1.61M | 0.21% | +1,584+47.5% | Added |
| CJM Wealth Advisers, Ltd. | 4,928 | $1.61M | 0.42% | −108−2.1% | Reduced |
| CCG Wealth Management, LLC | 4,928 | $1.61M | 0.37% | −64−1.3% | Reduced |
| Helen Stephens Group, LLC | 4,936 | $1.62M | 0.27% | −47−0.9% | Reduced |
| Clearwater Capital Advisors, LLC | 4,937 | $1.62M | 0.12% | +620+14.4% | Added |
| Braeburn Wealth Management LLC | 4,938 | $1.62M | 0.69% | +71+1.5% | Added |
| Tectonic Advisors LLC | 4,939 | $1.62M | 0.08% | −42−0.8% | Reduced |
| PSI Advisors, LLC | 4,942 | $1.62M | 0.38% | +491+11.0% | Added |
| Decision Investments, Inc | 4,942 | $1.62M | 1.47% | −25−0.5% | Reduced |
| Vann Equity Management LLC | 4,956 | $1.62M | 0.99% | −13−0.3% | Reduced |
| Tributary Capital Management, LLC | 4,966 | $1.63M | 0.13% | +1,396+39.1% | Added |
| Peregrine Asset Advisers, Inc. | 4,972 | $1.63M | 0.35% | +46+0.9% | Added |
| Essential Investment Partners LLC | 4,973 | $1.63M | 1.31% | +1,176+31.0% | Added |
| Great Point Wealth Advisors, LLC | 4,980 | $1.63M | 0.26% | 00.0% | Unchanged |
| One Day In July LLC | 4,996 | $1.64M | 0.11% | +633+14.5% | Added |
| Forefront Analytics, LLC | 4,997 | $1.64M | 1.78% | +13+0.3% | Added |
| Sun Group Wealth Partners | 4,998 | $1.64M | 1.12% | −83−1.6% | Reduced |
| Holowesko Partners Ltd. | 5,000 | $1.64M | 0.41% | 00.0% | Unchanged |
| Lynx Investment Advisory | 5,005 | $1.64M | 0.54% | +2,121+73.5% | Added |
| Brown Wealth Management, LLC | 5,007 | $1.64M | 0.37% | +155+3.2% | Added |
| Inspirion Wealth Advisors, LLC | 4,914 | $1.64M | 0.19% | −54−1.1% | Reduced |
| Beaumont Asset Management, L.L.C. | 5,020 | $1.64M | 0.64% | −7−0.1% | Reduced |
| Polar Asset Management Partners Inc. | 5,043 | $1.65M | 0.03% | +5,043 | New |
| Uniting Wealth Partners, LLC | 5,047 | $1.65M | 0.34% | −232−4.4% | Reduced |
| Consolidated Planning Corp | 5,048 | $1.65M | 0.22% | +311+6.6% | Added |
| Wiregrass Investment Management LLC | 5,050 | $1.65M | 1.13% | −8,087−61.6% | Reduced |
| Strategic Family Wealth Counselors, L.L.C. | 5,056 | $1.65M | 0.38% | −12−0.2% | Reduced |
| Ellevest, Inc. | 5,942 | $1.66M | 0.20% | +1,564+35.7% | Added |
| Oxler Private Wealth LLC | 5,064 | $1.66M | 0.47% | +23+0.5% | Added |
| Benchmark Financial Wealth Advisors, LLC | 5,065 | $1.66M | 0.41% | −953−15.8% | Reduced |
| Aspire Private Capital, LLC | 5,066 | $1.66M | 0.34% | −772−13.2% | Reduced |
| Victory Financial Group, LLC | 5,075 | $1.66M | 0.17% | +663+15.0% | Added |
| Cross Staff Investments Inc | 5,084 | $1.66M | 0.99% | +26+0.5% | Added |
| Blalock Williams, LLC | 5,084 | $1.66M | 1.08% | +182+3.7% | Added |
| Lionsbridge Wealth Management LLC | 5,088 | $1.67M | 1.63% | −206−3.9% | Reduced |
| Voisard Asset Management Group, Inc. | 5,092 | $1.67M | 0.32% | −111−2.1% | Reduced |
| Elevatus Welath Management | 5,101 | $1.67M | 0.41% | +293+6.1% | Added |
| Raleigh Capital Management Inc. | 5,108 | $1.67M | 0.53% | −375−6.8% | Reduced |
| BLI - Banque de Luxembourg Investments | 5,070 | $1.67M | 0.06% | +1,870+58.4% | Added |
| Pasadena Private Wealth, LLC | 5,120 | $1.68M | 0.21% | +257+5.3% | Added |
| Portus Wealth Advisors, LLC | 5,126 | $1.68M | 1.38% | +351+7.4% | Added |
| Manske Wealth Management | 5,130 | $1.68M | 0.42% | −839−14.1% | Reduced |
| Diversified Portfolios, Inc. | 5,137 | $1.68M | 0.12% | +471+10.1% | Added |
| Unique Wealth Strategies, LLC | 5,143 | $1.68M | 0.61% | +167+3.4% | Added |
| Wagner Wealth Management, LLC | 5,143 | $1.68M | 0.31% | +8+0.2% | Added |
| Tranquilli Financial Advisor LLC | 5,150 | $1.69M | 0.91% | +1,855+56.3% | Added |
| BCM Advisors, LLC | 4,779 | $1.69M | 0.33% | 00.0% | Unchanged |
| Oakmont Investment Advisors, Inc. | 5,169 | $1.69M | 1.17% | +959+22.8% | Added |
| Rational Advisors LLC | 5,172 | $1.69M | 0.16% | −2,652−33.9% | Reduced |
| Fortis Group Advisors, LLC | 5,183 | $1.70M | 0.27% | −207−3.8% | Reduced |
| Quantum Financial Partners LLC | 5,194 | $1.70M | 0.87% | +5,194 | New |
| Cadent Capital Advisors, LLC | 5,208 | $1.70M | 0.35% | +975+23.0% | Added |
| Arthur M. Cohen & Associates, LLC | 5,209 | $1.71M | 0.27% | +32+0.6% | Added |
| Legal Advantage Investments, Inc. | 5,212 | $1.71M | 0.60% | −166−3.1% | Reduced |
| Hurlow Wealth Management Group, Inc. | 5,223 | $1.71M | 0.36% | +32+0.6% | Added |
| Advisory Research Inc | 5,227 | $1.71M | 0.17% | −7−0.1% | Reduced |
| Dempze Nancy E | 5,228 | $1.71M | 0.82% | 00.0% | Unchanged |
| DV Trading LLC | 5,238 | $1.71M | 0.14% | −418−7.4% | Reduced |
| Market Street Wealth Management Advisors LLC | 5,239 | $1.71M | 0.24% | +1,159+28.4% | Added |
| Private Wealth Advisors | 5,256 | $1.72M | 0.51% | +5+0.1% | Added |
| Fourth Dimension Wealth, LLC | 5,261 | $1.72M | 0.54% | +1,122+27.1% | Added |
| Salomon & Ludwin, LLC | 5,155 | $1.72M | 0.14% | +311+6.4% | Added |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 5,270 | $1.73M | 0.69% | −340−6.1% | Reduced |
| Round Rock Advisors, LLC | 5,271 | $1.73M | 0.22% | +21+0.4% | Added |
| Oliver Luxxe Assets LLC | 5,272 | $1.73M | 0.25% | −20.0% | Reduced |
| Barings LLC | 5,276 | $1.73M | 0.03% | +385+7.9% | Added |
| CORDA Investment Management, LLC. | 5,278 | $1.73M | 0.11% | +119+2.3% | Added |
| Aigen Investment Management, LP | 5,290 | $1.73M | 0.47% | −1,807−25.5% | Reduced |
| Councilmark Asset Management, LLC | 5,293 | $1.73M | 0.92% | 00.0% | Unchanged |
| Bamco Inc | 5,300 | $1.73M | 0.00% | +5,300 | New |
| Discipline Wealth Solutions, LLC | 5,304 | $1.74M | 0.15% | +206+4.0% | Added |
| Syverson Strege & Co | 5,331 | $1.74M | 0.38% | −57−1.1% | Reduced |
| Old North State Trust, LLC | 5,330 | $1.75M | 0.90% | −161−2.9% | Reduced |
| Sage Investment Counsel LLC | 5,342 | $1.75M | 1.75% | 00.0% | Unchanged |
| Truvestments Capital LLC | 5,344 | $1.75M | 0.26% | −32−0.6% | Reduced |
| Mosley Wealth Management | 5,349 | $1.75M | 0.56% | −2,815−34.5% | Reduced |
| BluePath Capital Management, LLC | 5,355 | $1.75M | 0.96% | +472+9.7% | Added |
| Abacus Wealth Partners, LLC | 5,356 | $1.75M | 0.18% | −2,544−32.2% | Reduced |