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; 5,158 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 | 5,158 | $643.7B |
| Q1 2026 | 5,103 | $572.0B |
| Q4 2025 | 5,154 | $639.5B |
| Q3 2025 | 4,765 | $618.0B |
| Q2 2025 | 4,752 | $582.4B |
| Q1 2025 | 4,679 | $494.6B |
| Q4 2024 | 4,680 | $490.0B |
| Q3 2024 | 4,215 | $429.4B |
| Q2 2024 | 4,181 | $416.2B |
| Q1 2024 | 4,120 | $414.5B |
| Q4 2023 | 4,001 | $351.8B |
| Q3 2023 | 3,710 | $297.0B |
| Q2 2023 | 3,672 | $297.6B |
| Q1 2023 | 3,612 | $266.3B |
| Q4 2022 | 3,628 | $278.3B |
| Q3 2022 | 3,395 | $212.9B |
| Q2 2022 | 3,427 | $229.3B |
| Q1 2022 | 3,519 | $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 |
|---|---|---|---|---|---|
| Birmingham Capital Management Co Inc | 6,035 | $1.98M | 0.75% | 00.0% | Unchanged |
| Diligent Investors, LLC | 6,037 | $1.98M | 0.44% | +49+0.8% | Added |
| Bay Rivers Group | 6,041 | $1.98M | 0.68% | 00.0% | Unchanged |
| Hamrick Investment Counsel, llc | 6,042 | $1.98M | 1.31% | −314−4.9% | Reduced |
| Delta Investment Management, LLC | 6,049 | $1.98M | 0.33% | −83−1.4% | Reduced |
| Gould Asset Management LLC | 6,064 | $1.98M | 0.31% | +163+2.8% | Added |
| Systematic Financial Management LP | 6,075 | $1.99M | 0.04% | 00.0% | Unchanged |
| Dutch Asset Corp | 6,076 | $1.99M | 0.99% | +292+5.0% | Added |
| New World Advisors LLC | 6,080 | $1.99M | 0.34% | +775+14.6% | Added |
| REYL & Cie S.A. | 6,750 | $1.99M | 2.30% | +6,750 | New |
| City National Bank of Florida | 6,085 | $1.99M | 0.84% | +1,624+36.4% | Added |
| JM2 Capital Inc. | 6,086 | $1.99M | 1.37% | −66−1.1% | Reduced |
| Tandem Investment Partners LLC | 6,095 | $2.00M | 1.54% | −320−5.0% | Reduced |
| Sentry LLC | 6,101 | $2.00M | 0.56% | 00.0% | Unchanged |
| Garrett Wealth Advisory Group, LLC | 6,116 | $2.00M | 0.31% | −280−4.4% | Reduced |
| St. Clair Advisors, LLC | 6,116 | $2.00M | 0.52% | 00.0% | Unchanged |
| EJMK Ventures LLC | 6,119 | $2.00M | 0.91% | −1,141−15.7% | Reduced |
| Willow Creek Capital Management, Inc. | 6,122 | $2.00M | 1.95% | +6,122 | New |
| Ark Wealth Advisors LLC | 6,123 | $2.00M | 1.78% | +502+8.9% | Added |
| PUREfi Wealth, LLC | 6,131 | $2.01M | 1.10% | +322+5.5% | Added |
| Bull Harbor Capital LLC | 6,136 | $2.01M | 0.39% | +1,928+45.8% | Added |
| Bluedoor Private Wealth, LLC | 6,137 | $2.01M | 0.85% | +16+0.3% | Added |
| Financial Partners Group, Inc | 6,143 | $2.01M | 0.20% | −26−0.4% | Reduced |
| Barnes Pettey Financial Advisors, LLC | 6,155 | $2.01M | 0.63% | 00.0% | Unchanged |
| Legacy Capital Wealth Partners, LLC | 6,160 | $2.02M | 0.39% | −15−0.2% | Reduced |
| CM Wealth Advisors LLC | 6,163 | $2.02M | 0.36% | +142+2.4% | Added |
| Guardian Asset Advisors, LLC | 6,156 | $2.02M | 0.93% | +1,318+27.2% | Added |
| Arbor Capital Management Inc | 5,978 | $2.02M | 1.99% | −721−10.8% | Reduced |
| BayBridge Capital Group, LLC | 6,179 | $2.02M | 1.05% | +455+7.9% | Added |
| Darden Wealth Group Inc | 6,181 | $2.02M | 0.80% | +336+5.7% | Added |
| Colonial River Wealth Management, LLC | 6,187 | $2.03M | 0.58% | −408−6.2% | Reduced |
| Capital Square, LLC | 6,020 | $2.03M | 0.89% | −44−0.7% | Reduced |
| Hofer & Associates. Inc | 6,190 | $2.03M | 0.98% | +195+3.3% | Added |
| Virtu Financial LLC | 6,202 | $2.03M | 0.06% | +6,202 | New |
| Capstone Triton Financial Group, LLC | 6,202 | $2.03M | 1.17% | +6,202 | New |
| Frazier Financial Advisors, LLC | 6,202 | $2.03M | 1.03% | −374−5.7% | Reduced |
| Guardian Investment Management | 6,210 | $2.03M | 1.39% | −743−10.7% | Reduced |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 6,215 | $2.03M | 0.00% | +400+6.9% | Added |
| AGH Wealth Advisors, LLC | 6,219 | $2.04M | 1.28% | +256+4.3% | Added |
| Powers Advisory Group, LLC | 6,227 | $2.04M | 0.64% | −60−1.0% | Reduced |
| Sippican Capital Advisors | 6,230 | $2.04M | 1.24% | −15−0.2% | Reduced |
| Bingham Private Wealth, LLC | 6,230 | $2.04M | 1.40% | +59+1.0% | Added |
| Kingdom Financial Group LLC. | 6,234 | $2.04M | 0.52% | −214−3.3% | Reduced |
| West Bancorporation Inc | 6,244 | $2.04M | 0.87% | −356−5.4% | Reduced |
| New England Research & Management, Inc. | 6,251 | $2.05M | 0.80% | −725−10.4% | Reduced |
| Fielder Capital Group LLC | 6,258 | $2.05M | 0.44% | +38+0.6% | Added |
| Birchcreek Wealth Management, LLC | 6,262 | $2.05M | 0.80% | +541+9.5% | Added |
| Rogco, LP | 6,268 | $2.05M | 0.63% | −11−0.2% | Reduced |
| Knollwood Investment Advisory, LLC | 6,273 | $2.05M | 0.18% | 00.0% | Unchanged |
| Alchemi Wealth, LLC | 6,275 | $2.05M | 0.96% | +307+5.1% | Added |
| Wilkerson Advisory Group LLC | 6,279 | $2.06M | 0.63% | +149+2.4% | Added |
| Longfellow Investment Management Co LLC | 6,281 | $2.06M | 0.42% | 00.0% | Unchanged |
| Keynote Financial Services LLC | 6,289 | $2.06M | 0.96% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 6,291 | $2.06M | 0.63% | +955+17.9% | Added |
| Rosenberg Matthew Hamilton | 6,292 | $2.06M | 0.38% | +133+2.2% | Added |
| D'Orazio & Associates, Inc. | 6,303 | $2.06M | 0.24% | +20+0.3% | Added |
| SJS Investment Consulting Inc. | 6,304 | $2.06M | 0.22% | +123+2.0% | Added |
| Baron Wealth Management LLC | 6,315 | $2.07M | 0.54% | +155+2.5% | Added |
| Access Financial Services, Inc. | 6,330 | $2.07M | 0.68% | −33−0.5% | Reduced |
| Amplius Wealth Advisors, LLC | 6,336 | $2.07M | 0.15% | +776+14.0% | Added |
| Schonfeld Strategic Advisors LLC | 6,337 | $2.07M | 0.01% | +5,455+618.5% | Added |
| Hickory Point Bank & Trust | 6,342 | $2.08M | 1.26% | 00.0% | Unchanged |
| Argonautica Private Wealth Management, Inc | 6,345 | $2.08M | 0.51% | +4,985+366.5% | Added |
| Aviso Wealth Management | 6,364 | $2.08M | 0.82% | −513−7.5% | Reduced |
| Berman McAleer LLC | 6,366 | $2.08M | 0.24% | +71+1.1% | Added |
| Curated Wealth Partners LLC | 6,369 | $2.08M | 0.24% | +990+18.4% | Added |
| KilterHowling LLC | 6,371 | $2.09M | 0.93% | +176+2.8% | Added |
| Miller Capital Partners, Inc. | 6,375 | $2.09M | 0.82% | −17−0.3% | Reduced |
| LeClair Wealth Partners LLC | 6,379 | $2.09M | 1.08% | +4,813+307.3% | Added |
| Crew Capital Management, Ltd. | 6,381 | $2.09M | 1.14% | +208+3.4% | Added |
| Patriot Investment Management Inc. | 6,397 | $2.09M | 0.12% | −12−0.2% | Reduced |
| Action Point Financial Planning, LLC | 6,411 | $2.09M | 0.21% | +6,411 | New |
| ABLE Financial Group, LLC | 6,400 | $2.09M | 0.35% | −480−7.0% | Reduced |
| Granite Harbor Advisors, Inc. | 6,413 | $2.10M | 0.83% | −4−0.1% | Reduced |
| Meadowbrook Wealth Management, LLC | 6,423 | $2.10M | 2.26% | −60−0.9% | Reduced |
| Garde Capital, Inc. | 6,432 | $2.11M | 0.09% | +1,350+26.6% | Added |
| Wiser Advisor Group LLC | 6,433 | $2.11M | 2.31% | −5−0.1% | Reduced |
| Eagle Strategies LLC | 6,449 | $2.11M | 0.21% | +810+14.4% | Added |
| Elevation Advisory Partners LLC | 6,242 | $2.12M | 2.17% | −414−6.2% | Reduced |
| Solstein Capital, LLC | 6,473 | $2.12M | 0.73% | 00.0% | Unchanged |
| Palogic Value Management, L.P. | 6,474 | $2.12M | 0.75% | 00.0% | Unchanged |
| Stoneridge Investment Partners LLC | 6,027 | $2.12M | 1.39% | +3,913+185.1% | Added |
| Armstrong, Fleming & Moore, Inc | 6,490 | $2.12M | 0.70% | −1,914−22.8% | Reduced |
| 55 North Private Wealth, LLC | 6,506 | $2.13M | 0.42% | +861+15.3% | Added |
| Principal Street Partners, LLC | 6,514 | $2.13M | 0.31% | −44−0.7% | Reduced |
| Sunburst Financial Group, LLC | 6,517 | $2.13M | 0.36% | +75+1.2% | Added |
| Cornerstone National Bank & Trust Co | 6,412 | $2.14M | 0.72% | −763−10.6% | Reduced |
| CoreFirst Bank & Trust | 6,547 | $2.14M | 1.07% | −155−2.3% | Reduced |
| Rainier Family Wealth Inc | 6,548 | $2.14M | 1.22% | −150−2.2% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 6,563 | $2.15M | 0.09% | +6,563 | New |
| Finward Bancorp | 6,563 | $2.15M | 1.63% | −30−0.5% | Reduced |
| Disciplined Investors, L.L.C. | 6,585 | $2.16M | 1.08% | −81−1.2% | Reduced |
| Vega Investment Solutions | 6,597 | $2.16M | 0.31% | −7,057−51.7% | Reduced |
| Alhambra Investment Partners LLC | 6,611 | $2.16M | 0.94% | −201−3.0% | Reduced |
| Crumly & Associates Inc. | 6,613 | $2.16M | 0.41% | +147+2.3% | Added |
| Pflug Koory, LLC | 6,617 | $2.17M | 0.87% | 00.0% | Unchanged |
| Montis Financial, LLC | 6,620 | $2.17M | 0.44% | +9+0.1% | Added |
| Warner Group LLC | 6,623 | $2.17M | 0.53% | +5,191+362.5% | Added |
| Whitaker-Myers Wealth Managers, LTD. | 6,623 | $2.17M | 0.36% | +2,315+53.7% | Added |
| HMV Wealth Advisors, LLC | 6,629 | $2.17M | 0.84% | +465+7.5% | Added |