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: 68 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 |
|---|---|---|---|---|---|
| Ibex Wealth Advisors | 8,850 | $2.90M | 0.23% | −16,383−64.9% | Reduced |
| ELCO Management Co., LLC | 8,856 | $2.90M | 1.25% | +92+1.0% | Added |
| Foster Group, Inc. | 8,862 | $2.90M | 0.08% | +162+1.9% | Added |
| Range Advisory, LLC | 8,876 | $2.91M | 0.35% | +2,586+41.1% | Added |
| Ambassador Advisors, LLC | 8,883 | $2.91M | 0.35% | −435−4.7% | Reduced |
| Byrne Asset Management LLC | 8,888 | $2.91M | 1.58% | −727−7.6% | Reduced |
| Schneider Downs Wealth Management Advisors, LP | 8,889 | $2.91M | 0.27% | +13+0.1% | Added |
| AAFMAA Wealth Management & Trust LLC | 8,898 | $2.91M | 1.02% | −627−6.6% | Reduced |
| Lederer & Associates Investment Counsel | 8,899 | $2.91M | 1.92% | −168−1.9% | Reduced |
| Deltec Asset Management LLC | 8,925 | $2.92M | 0.43% | 00.0% | Unchanged |
| Meridian Investment Counsel Inc. | 8,925 | $2.92M | 0.63% | +90+1.0% | Added |
| Keystone Financial Services | 8,929 | $2.92M | 0.75% | +80+0.9% | Added |
| Monte Financial Group, LLC | 8,321 | $2.93M | 0.94% | −75−0.9% | Reduced |
| Security National Bank of Sioux City Iowa | 8,952 | $2.93M | 1.20% | +1,928+27.4% | Added |
| Carson Advisory Inc. | 8,963 | $2.93M | 1.35% | −11−0.1% | Reduced |
| Cape Ann Savings Bank | 8,972 | $2.94M | 1.38% | −70−0.8% | Reduced |
| Vista Investment Partners II, LLC | 8,972 | $2.94M | 1.15% | −63−0.7% | Reduced |
| Storen Legacy Partners, LLC | 8,978 | $2.94M | 0.80% | +1,205+15.5% | Added |
| Cannon Capital Management, Inc. | 8,980 | $2.94M | 2.50% | +74+0.8% | Added |
| World Equity Group, Inc. | 8,987 | $2.94M | 0.66% | −129−1.4% | Reduced |
| Emprise Bank | 8,997 | $2.94M | 1.08% | −76−0.8% | Reduced |
| Washington Capital Management Inc | 9,000 | $2.95M | 1.94% | +5,455+153.9% | Added |
| Talon Private Wealth, LLC | 9,004 | $2.95M | 0.34% | −361−3.9% | Reduced |
| Brown Financial Advisors | 9,025 | $2.95M | 1.03% | +49+0.5% | Added |
| KC Investment Advisors, LLC | 9,032 | $2.96M | 0.56% | +244+2.8% | Added |
| Pitcairn Wealth Advisors LLC | 9,034 | $2.96M | 0.32% | −900−9.1% | Reduced |
| MWA Asset Management | 9,038 | $2.96M | 1.34% | −69−0.8% | Reduced |
| Yukon Wealth Management, Inc. | 9,039 | $2.96M | 0.85% | +9,039 | New |
| BlackDiamond Wealth Management Inc. | 8,225 | $2.96M | 1.20% | −36−0.4% | Reduced |
| Mendel Capital Management LLC | 9,065 | $2.97M | 1.34% | −130−1.4% | Reduced |
| Keebeck Wealth Management, LLC | 9,065 | $2.97M | 0.29% | +629+7.5% | Added |
| Astoria Portfolio Advisors LLC. | 9,073 | $2.97M | 0.50% | +898+11.0% | Added |
| Rossby Financial, LCC | 9,077 | $2.97M | 0.54% | +2,124+30.5% | Added |
| CFC Planning Co LLC | 9,085 | $2.97M | 1.76% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 9,101 | $2.98M | 0.32% | +697+8.3% | Added |
| Sunpointe, LLC | 9,130 | $2.99M | 0.85% | −1,421−13.5% | Reduced |
| Iron Financial, LLC | 9,134 | $2.99M | 1.23% | −69−0.7% | Reduced |
| Windsor Capital Management, LLC | 9,139 | $2.99M | 0.78% | −748−7.6% | Reduced |
| Cromwell Holdings LLC | 9,150 | $3.00M | 1.34% | +237+2.7% | Added |
| Chesapeake Wealth Management | 9,165 | $3.00M | 0.84% | −340−3.6% | Reduced |
| Kingstone Capital Partners Texas, LLC | 9,173 | $3.00M | 1.60% | −361−3.8% | Reduced |
| Asio Capital, LLC | 9,178 | $3.00M | 0.38% | −319−3.4% | Reduced |
| MRP Capital Investments, LLC | 9,208 | $3.01M | 2.22% | −73−0.8% | Reduced |
| Redwood Investment Management, LLC | 9,218 | $3.02M | 0.30% | +321+3.6% | Added |
| LexAurum Advisors, LLC | 9,218 | $3.02M | 0.35% | −63−0.7% | Reduced |
| Westmount Partners, LLC | 9,237 | $3.02M | 0.67% | +113+1.2% | Added |
| Navellier & Associates Inc | 9,240 | $3.02M | 0.24% | +1,000+12.1% | Added |
| Tower View Investment Management & Research LLC | 9,245 | $3.03M | 1.33% | −512−5.2% | Reduced |
| Front Row Advisors LLC | 8,362 | $3.03M | 0.88% | −270−3.1% | Reduced |
| Westview Management dba Westview Investment Advisors | 9,261 | $3.03M | 1.48% | −302−3.2% | Reduced |
| Redhawk Wealth Advisors, Inc. | 9,296 | $3.04M | 0.30% | −471−4.8% | Reduced |
| Papamarkou Wellner Asset Management inc. | 10,344 | $3.04M | 1.91% | 00.0% | Unchanged |
| Prentice Wealth Management LLC | 9,298 | $3.04M | 0.63% | +112+1.2% | Added |
| Black Diamond Financial, LLC | 9,300 | $3.04M | 0.27% | −6−0.1% | Reduced |
| Walsky Investment Management, Inc. | 9,312 | $3.05M | 2.83% | −174−1.8% | Reduced |
| NorthStar Asset Management LLC | 9,326 | $3.05M | 1.24% | −25−0.3% | Reduced |
| Boomfish Wealth Group, LLC | 9,353 | $3.06M | 1.39% | +222+2.4% | Added |
| N.E.W. Advisory Services LLC | 9,356 | $3.06M | 0.20% | +72+0.8% | Added |
| Godshalk Welsh Capital Management, Inc. | 9,370 | $3.07M | 1.66% | −125−1.3% | Reduced |
| Financial Management Network Inc | 8,995 | $3.07M | 0.44% | +97+1.1% | Added |
| Alexander Randolph Advisory, Inc. | 9,385 | $3.07M | 2.53% | −772−7.6% | Reduced |
| Cadia Private Client LLC | 9,403 | $3.08M | 2.21% | +40.0% | Added |
| Terril Brothers, Inc. | 9,425 | $3.09M | 0.80% | 00.0% | Unchanged |
| Calton & Associates, Inc. | 9,436 | $3.09M | 0.45% | −2,216−19.0% | Reduced |
| Weil Company, Inc. | 9,436 | $3.09M | 0.54% | −3,409−26.5% | Reduced |
| P.A.W. Capital Corp | 9,445 | $3.09M | 2.37% | −1,145−10.8% | Reduced |
| Powell Investment Advisors, LLC | 9,451 | $3.09M | 0.98% | −402−4.1% | Reduced |
| Inman Jager Wealth Management, LLC | 9,452 | $3.09M | 1.65% | +784+9.0% | Added |
| Vivid Wealth Management, LLC | 9,453 | $3.09M | 1.09% | −52−0.5% | Reduced |
| High Net Worth Advisory Group LLC | 9,458 | $3.10M | 0.66% | +41+0.4% | Added |
| Kapstone Financial Advisors LLC | 9,463 | $3.10M | 1.30% | +313+3.4% | Added |
| Spreng Capital Management, Inc. | 9,476 | $3.10M | 1.13% | +33+0.3% | Added |
| Trillium Asset Management, LLC | 9,482 | $3.10M | 0.10% | −124−1.3% | Reduced |
| Keudell/Morrison Wealth Management | 9,490 | $3.11M | 0.59% | +16+0.2% | Added |
| Grant Private Wealth Management Inc | 9,490 | $3.11M | 1.31% | +512+5.7% | Added |
| HMS Capital Management, LLC | 9,506 | $3.11M | 1.16% | −147−1.5% | Reduced |
| Quantum Financial Advisors, LLC | 9,511 | $3.11M | 0.31% | +180+1.9% | Added |
| South Street Advisors LLC | 9,518 | $3.12M | 0.41% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 9,341 | $3.12M | 1.35% | +1,856+24.8% | Added |
| First Bank & Trust | 9,538 | $3.12M | 0.46% | −80−0.8% | Reduced |
| Mosaic Financial Group, LLC | 9,540 | $3.12M | 2.00% | +301+3.3% | Added |
| Sunbeam Capital Management, LLC | 9,542 | $3.12M | 1.43% | +214+2.3% | Added |
| Ducere Wealth Management LLC | 9,545 | $3.12M | 0.94% | +112+1.2% | Added |
| First Citizens Financial Corp | 9,571 | $3.13M | 1.31% | −305−3.1% | Reduced |
| De Burlo Group Inc | 9,581 | $3.14M | 0.57% | +10.0% | Added |
| Reik & Co., LLC | 9,590 | $3.14M | 0.82% | 00.0% | Unchanged |
| Woodard & Co Asset Management Group Inc | 9,594 | $3.14M | 0.45% | +363+3.9% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 9,602 | $3.14M | 1.05% | +491+5.4% | Added |
| Wealthquest Corp | 9,622 | $3.15M | 0.20% | +558+6.2% | Added |
| Notis-McConarty Edward | 9,628 | $3.15M | 1.36% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 9,656 | $3.16M | 0.59% | −4,676−32.6% | Reduced |
| TKG Advisors, LLC | 9,667 | $3.16M | 1.10% | +534+5.8% | Added |
| Evergreen Wealth Management, LLC | 9,704 | $3.18M | 1.49% | +1,457+17.7% | Added |
| Legacy Bridge, LLC | 9,712 | $3.18M | 0.98% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 9,714 | $3.18M | 0.02% | −1,901−16.4% | Reduced |
| Bannerstone Capital Management, LLC | 9,720 | $3.18M | 2.68% | −30.0% | Reduced |
| First County Bank | 9,744 | $3.19M | 1.50% | +1,156+13.5% | Added |
| Vaquero Private Wealth, Ltd | 9,767 | $3.20M | 0.66% | +9,767 | New |
| Applied Capital LLC | 9,771 | $3.20M | 2.14% | −10−0.1% | Reduced |
| Gen-Wealth Partners Inc | 9,777 | $3.20M | 0.89% | +511+5.5% | Added |