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 |
|---|---|---|---|---|---|
| M.E. Allison & Co., Inc. | 5,356 | $1.75M | 1.01% | +83+1.6% | Added |
| Brucke Financial, Inc. | 5,357 | $1.75M | 0.78% | −18−0.3% | Reduced |
| Clifford Group, LLC | 5,361 | $1.75M | 1.21% | +5+0.1% | Added |
| Secured Retirement Advisors, LLC | 5,363 | $1.76M | 0.90% | −1,919−26.4% | Reduced |
| Jacobsen Capital Management | 5,373 | $1.76M | 0.51% | +32+0.6% | Added |
| Unified Investment Management | 5,376 | $1.76M | 1.64% | +66+1.2% | Added |
| Horizon Wealth Management, LLC | 5,376 | $1.76M | 0.22% | +15+0.3% | Added |
| Westhampton Capital, LLC | 5,378 | $1.76M | 0.73% | 00.0% | Unchanged |
| MinichMacGregor Wealth Management, LLC | 5,385 | $1.76M | 0.27% | −101−1.8% | Reduced |
| Spinnaker Investment Group, LLC | 5,389 | $1.76M | 0.28% | +637+13.4% | Added |
| Sandro Wealth Management LLC | 5,392 | $1.77M | 1.28% | +189+3.6% | Added |
| Founders Grove Wealth Partners, LLC | 5,395 | $1.77M | 0.35% | +2,012+59.5% | Added |
| Gsa Capital Partners LLP | 5,395 | $1.77M | 0.11% | −8,066−59.9% | Reduced |
| Grant Street Asset Management, Inc. | 5,396 | $1.77M | 0.29% | −138−2.5% | Reduced |
| Wilian Securities, LLC | 5,398 | $1.77M | 1.04% | +2,244+71.1% | Added |
| Metatron Capital SICAV plc - Metatron Long Term Equity Fund | 5,400 | $1.77M | 0.87% | +5,400 | New |
| Andrew Hill Investment Advisors, Inc. | 5,406 | $1.77M | 1.31% | −3,998−42.5% | Reduced |
| OFS Enterprise LLC | 5,414 | $1.77M | 0.45% | −677−11.1% | Reduced |
| Avaii Wealth Management, LLC | 5,419 | $1.77M | 0.52% | −23,498−81.3% | Reduced |
| Seven Mile Advisory | 5,420 | $1.77M | 1.19% | −553−9.3% | Reduced |
| Fell Capital Management | 5,420 | $1.77M | 1.49% | −225−4.0% | Reduced |
| Diversified Management Inc | 5,432 | $1.78M | 0.38% | −14,474−72.7% | Reduced |
| Fidelity D & D Bancorp Inc | 5,434 | $1.78M | 0.61% | +119+2.2% | Added |
| Creative Financial Designs Inc | 5,461 | $1.79M | 0.09% | +496+10.0% | Added |
| Garden State Investment Advisory Services LLC | 5,462 | $1.79M | 0.35% | +37+0.7% | Added |
| Prairie Advisory, LLC | 5,467 | $1.79M | 0.43% | +5,467 | New |
| GatePass Capital, LLC | 5,469 | $1.79M | 0.68% | +267+5.1% | Added |
| Proathlete Wealth Management LLC | 5,469 | $1.79M | 0.44% | +19+0.3% | Added |
| Fountainhead AM, LLC | 5,472 | $1.79M | 1.34% | +2,445+80.8% | Added |
| BWM Planning, LLC | 5,474 | $1.79M | 0.42% | +591+12.1% | Added |
| Kennedy Investment Group | 5,493 | $1.80M | 0.61% | −85−1.5% | Reduced |
| Baring Financial LLC | 5,494 | $1.80M | 0.99% | −74−1.3% | Reduced |
| Weinberger Asset Management, Inc | 5,121 | $1.80M | 0.58% | +31+0.6% | Added |
| WealthTrust Axiom LLC | 5,508 | $1.80M | 0.40% | −135−2.4% | Reduced |
| Financial Council Asset Management Inc | 5,509 | $1.80M | 0.58% | −16−0.3% | Reduced |
| Avalon Trust Co | 5,510 | $1.80M | 0.11% | −210−3.7% | Reduced |
| First National Bank | 5,514 | $1.80M | 0.71% | +336+6.5% | Added |
| KFG Wealth Management, LLC | 5,520 | $1.81M | 0.20% | +1,923+53.5% | Added |
| Portland Global Advisors LLC | 5,521 | $1.81M | 0.17% | +111+2.1% | Added |
| Parkway Wealth Management Group, LLC | 5,521 | $1.81M | 0.21% | −95−1.7% | Reduced |
| Legacy Financial Strategies, LLC | 5,533 | $1.81M | 0.28% | −150−2.6% | Reduced |
| Silvia McColl Wealth Management, LLC | 5,533 | $1.81M | 1.09% | −34−0.6% | Reduced |
| Elgethun Capital Management | 5,565 | $1.82M | 0.25% | +220+4.1% | Added |
| Yoffe Investment Management, LLC | 5,574 | $1.82M | 2.09% | +5+0.1% | Added |
| Crown Wealth Group, LLC | 5,581 | $1.83M | 0.46% | +76+1.4% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 5,594 | $1.83M | 0.52% | +380+7.3% | Added |
| Oak Harbor Wealth Partners, LLC | 5,596 | $1.83M | 0.68% | −9,240−62.3% | Reduced |
| New Covenant Trust Company, N.A. | 5,620 | $1.84M | 1.39% | +85+1.5% | Added |
| Wilkins Miller Wealth Management, LLC | 5,620 | $1.84M | 1.01% | +167+3.1% | Added |
| One + One Wealth Management, LLC | 5,623 | $1.84M | 0.81% | −79−1.4% | Reduced |
| Sepio Capital, LP | 5,637 | $1.85M | 0.09% | −5,403−48.9% | Reduced |
| Proffitt & Goodson Inc | 5,642 | $1.85M | 0.25% | −228−3.9% | Reduced |
| Brave Warrior Advisors, LLC | 5,643 | $1.85M | 0.04% | 00.0% | Unchanged |
| Evansbrook LLC | 5,652 | $1.85M | 1.10% | −7−0.1% | Reduced |
| Nadler Financial Group, Inc. | 5,659 | $1.85M | 0.16% | −68−1.2% | Reduced |
| Crusonia Wealth Advisors LLC | 5,674 | $1.86M | 0.31% | +609+12.0% | Added |
| Capital Investment Counsel, Inc | 5,675 | $1.86M | 0.20% | −8−0.1% | Reduced |
| Arwa LLC | 5,415 | $1.86M | 0.77% | −396−6.8% | Reduced |
| RMR Capital Management, LLC | 5,677 | $1.86M | 1.28% | 00.0% | Unchanged |
| Fairvoy Private Wealth, LLC | 5,679 | $1.86M | 0.38% | +500+9.7% | Added |
| Independent Solutions Wealth Management, LLC | 5,680 | $1.86M | 0.24% | −4,443−43.9% | Reduced |
| Navis Wealth Advisors, LLC | 5,687 | $1.86M | 0.71% | −433−7.1% | Reduced |
| DB&C Advisors, LLC | 5,702 | $1.87M | 2.02% | +16+0.3% | Added |
| Bridgewealth Advisory Group, LLC | 5,703 | $1.87M | 0.35% | −11−0.2% | Reduced |
| Evernest Financial Advisors, LLC | 5,706 | $1.87M | 0.39% | +320+5.9% | Added |
| A4 Wealth Advisors LLC | 5,712 | $1.87M | 1.26% | +531+10.2% | Added |
| Oak Grove Capital LLC | 5,719 | $1.87M | 0.14% | −1,281−18.3% | Reduced |
| Gerber, LLC | 5,730 | $1.88M | 0.88% | +5+0.1% | Added |
| Peoples Bank | 5,740 | $1.88M | 1.83% | −390−6.4% | Reduced |
| Summit Wealth Group LLC | 5,743 | $1.88M | 0.16% | +864+17.7% | Added |
| Portland Investment Counsel Inc. | 5,752 | $1.88M | 0.53% | 00.0% | Unchanged |
| Willner & Heller, LLC | 5,762 | $1.89M | 1.18% | +35+0.6% | Added |
| Sendero Wealth Management, LLC | 5,790 | $1.90M | 0.19% | −24−0.4% | Reduced |
| Olistico Wealth, LLC | 5,795 | $1.90M | 0.81% | −262−4.3% | Reduced |
| Evolution Wealth Advisors, LLC | 5,806 | $1.90M | 0.22% | −559−8.8% | Reduced |
| Hurley Capital, LLC | 5,810 | $1.90M | 0.99% | +114+2.0% | Added |
| Blue Jean Financial LLC | 5,815 | $1.90M | 1.32% | −107−1.8% | Reduced |
| Shakespeare Wealth Management, Inc. | 5,821 | $1.91M | 0.50% | −51−0.9% | Reduced |
| Stonekeep Investments, LLC | 5,832 | $1.91M | 1.11% | +1,877+47.5% | Added |
| Cassia Capital Partners, LLC | 5,836 | $1.91M | 0.93% | −21−0.4% | Reduced |
| Tennessee Valley Asset Management Partners | 5,847 | $1.91M | 0.21% | +105+1.8% | Added |
| Oak Barrel Wealth Advisory LLC | 5,865 | $1.92M | 0.85% | +5,865 | New |
| Maloon Powers Pitre Higgins & Dennehy, LLC | 5,870 | $1.92M | 0.66% | +5,870 | New |
| BCJ Capital Management, LLC | 5,880 | $1.92M | 0.10% | +560+10.5% | Added |
| Investment House LLC | 5,881 | $1.93M | 0.09% | −6,266−51.6% | Reduced |
| Bridgefront Capital, LLC | 5,885 | $1.93M | 0.51% | +5,885 | New |
| Ridge Creek Global, Inc | 5,890 | $1.93M | 1.50% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 5,901 | $1.93M | 0.92% | +68+1.2% | Added |
| Investment Partners Asset Management, Inc. | 5,911 | $1.93M | 1.08% | +5+0.1% | Added |
| McDonough Capital Management, Inc | 5,912 | $1.94M | 0.97% | +360+6.5% | Added |
| Deseret Mutual Benefit Administrators | 5,925 | $1.94M | 0.63% | −581−8.9% | Reduced |
| Madison Wealth Partners, Inc | 5,929 | $1.94M | 0.25% | +780+15.1% | Added |
| Seamount Financial Group Inc | 5,938 | $1.94M | 0.78% | −47−0.8% | Reduced |
| Alpha Family Trust | 5,950 | $1.95M | 0.78% | 00.0% | Unchanged |
| Cascade Investment Group, Inc. | 5,961 | $1.95M | 1.09% | −23−0.4% | Reduced |
| Moller Financial Services | 5,978 | $1.96M | 0.35% | −3−0.1% | Reduced |
| Richardson Financial Services Inc. | 5,983 | $1.96M | 1.11% | +491+8.9% | Added |
| Intercapital, LLC | 6,000 | $1.96M | 0.86% | −2,000−25.0% | Reduced |
| Ridgecrest Wealth Partners, LLC | 6,016 | $1.97M | 0.95% | −851−12.4% | Reduced |
| Spectrum Strategic Capital Management, LLC | 6,016 | $1.97M | 0.98% | +294+5.1% | Added |