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 |
|---|---|---|---|---|---|
| Sanders Morris Harris LLC | 9,780 | $3.20M | 1.86% | −8,861−47.5% | Reduced |
| Ramsay, Stattman, Vela & Price, Inc. | 9,795 | $3.21M | 0.57% | 00.0% | Unchanged |
| Hartford Funds Management Co LLC | 9,801 | $3.21M | 0.26% | +827+9.2% | Added |
| Kidder Stephen W | 9,803 | $3.21M | 0.81% | 00.0% | Unchanged |
| Compass Capital Management, Inc | 9,804 | $3.21M | 0.19% | −10−0.1% | Reduced |
| Sjbenen Advisory, LLC | 9,700 | $3.21M | 1.90% | 00.0% | Unchanged |
| Adelphi Trust Co | 9,825 | $3.22M | 2.13% | +2,383+32.0% | Added |
| Corundum Group, Inc. | 9,835 | $3.22M | 0.95% | +87+0.9% | Added |
| Wernau Asset Management Inc. | 9,835 | $3.22M | 3.05% | +220+2.3% | Added |
| Sage Rhino Capital LLC | 9,855 | $3.23M | 0.53% | +53+0.5% | Added |
| US Asset Management LLC | 9,861 | $3.23M | 2.46% | −151−1.5% | Reduced |
| Childress Capital Advisors, LLC | 9,867 | $3.23M | 0.53% | +324+3.4% | Added |
| Trail Ridge Investment Advisors, LLC | 9,869 | $3.23M | 1.36% | −212−2.1% | Reduced |
| Directional Asset Management | 9,878 | $3.23M | 3.08% | −1,261−11.3% | Reduced |
| Cooper Financial Group | 9,911 | $3.24M | 0.27% | −451−4.4% | Reduced |
| Norris Perne & French LLP | 9,917 | $3.25M | 0.14% | −9,209−48.1% | Reduced |
| Barrett & Company, Inc. | 9,919 | $3.25M | 0.91% | +373+3.9% | Added |
| S.E.E.D. Planning Group LLC | 9,927 | $3.25M | 0.86% | −92−0.9% | Reduced |
| Legacy Wealth Management, LLC | 9,928 | $3.25M | 0.83% | −2,537−20.4% | Reduced |
| Crux Wealth Advisors | 9,938 | $3.25M | 1.13% | −376−3.6% | Reduced |
| PKS Advisory Services, LLC | 9,943 | $3.25M | 0.52% | +471+5.0% | Added |
| Lee Financial Co | 9,947 | $3.26M | 0.42% | −138−1.4% | Reduced |
| Private Client Services, LLC | 9,949 | $3.26M | 0.85% | −164−1.6% | Reduced |
| Vista Investment Partners LLC | 9,951 | $3.26M | 0.82% | +17+0.2% | Added |
| CKW Financial Group | 9,755 | $3.26M | 0.32% | +41+0.4% | Added |
| Fortis Capital Advisors, LLC | 9,975 | $3.27M | 0.37% | +1,475+17.4% | Added |
| Personal Cfo Solutions, LLC | 9,982 | $3.27M | 0.47% | +131+1.3% | Added |
| United Community Bank | 10,015 | $3.28M | 1.01% | −328−3.2% | Reduced |
| Oslo Pensjonsforsikring AS | 10,019 | $3.28M | 0.38% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 10,026 | $3.28M | 0.33% | −147−1.4% | Reduced |
| First Financial Corp | 10,030 | $3.28M | 1.14% | −79−0.8% | Reduced |
| Hemenway Trust Co LLC | 10,040 | $3.29M | 0.23% | −57−0.6% | Reduced |
| Woodward Diversified Capital, LLC | 10,056 | $3.29M | 1.45% | −382−3.7% | Reduced |
| Cacti Asset Management LLC | 10,060 | $3.29M | 0.17% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 10,062 | $3.29M | 1.47% | +123+1.2% | Added |
| InTrack Investment Management Inc | 10,068 | $3.30M | 1.63% | +52+0.5% | Added |
| Meadowbrook Advisors Group, LLC | 10,074 | $3.30M | 1.76% | −868−7.9% | Reduced |
| Oder Investment Management, LLC | 10,080 | $3.30M | 2.22% | +92+0.9% | Added |
| Morris Financial Concepts, Inc. | 10,088 | $3.30M | 1.01% | −104−1.0% | Reduced |
| Global Trust Asset Management, LLC | 10,091 | $3.30M | 1.03% | +2,374+30.8% | Added |
| Abel Hall, LLC | 10,120 | $3.31M | 0.57% | +3,024+42.6% | Added |
| Meadow Creek Wealth Advisors LLC | 10,130 | $3.32M | 2.02% | −1,329−11.6% | Reduced |
| Basecamp Wealth Advisors LLC | 10,141 | $3.32M | 0.62% | −7−0.1% | Reduced |
| Sandy Cove Advisors, LLC | 10,142 | $3.32M | 0.83% | +374+3.8% | Added |
| London & Capital Asset Management Ltd | 10,164 | $3.33M | 0.03% | −437−4.1% | Reduced |
| Beech Hill Advisors, Inc. | 10,181 | $3.33M | 1.47% | −457−4.3% | Reduced |
| Bleichroeder LP | 10,200 | $3.34M | 0.60% | −4,800−32.0% | Reduced |
| Hunter Associates Investment Management LLC | 10,205 | $3.34M | 0.38% | +37+0.4% | Added |
| WBH Advisory Inc | 10,201 | $3.34M | 0.22% | −624−5.8% | Reduced |
| JSF Financial, LLC | 10,206 | $3.34M | 0.54% | −263−2.5% | Reduced |
| IKE Capital, LLC | 10,216 | $3.34M | 1.76% | −753−6.9% | Reduced |
| Plancorp, LLC | 9,998 | $3.34M | 0.08% | +153+1.6% | Added |
| Z3 Capital Partners, LLC | 10,255 | $3.36M | 0.70% | −68−0.7% | Reduced |
| Arcataur Capital Management LLC | 10,256 | $3.36M | 0.83% | +51+0.5% | Added |
| Allegheny Financial Group LTD | 10,284 | $3.37M | 0.36% | +282+2.8% | Added |
| Autumn Glory Partners, LLC | 10,293 | $3.37M | 0.95% | +10.0% | Added |
| Elmwood Wealth Management, Inc. | 10,295 | $3.37M | 0.84% | +502+5.1% | Added |
| Westfuller Advisors, LLC | 10,306 | $3.37M | 1.23% | +2,559+33.0% | Added |
| Letson Investment Management, Inc. | 10,311 | $3.38M | 1.24% | −169−1.6% | Reduced |
| Strategies Wealth Advisors, LLC | 10,314 | $3.38M | 0.30% | −115−1.1% | Reduced |
| RFP Financial Group LLC | 10,316 | $3.38M | 1.51% | +4,427+75.2% | Added |
| RW Investment Management LLC | 10,318 | $3.38M | 0.30% | 00.0% | Unchanged |
| Summit Financial Strategies, Inc. | 10,328 | $3.38M | 0.24% | −272−2.6% | Reduced |
| Peak Retirement Planning, Inc. | 10,332 | $3.38M | 0.54% | +1,296+14.3% | Added |
| Shum Financial Group, Inc. | 10,337 | $3.38M | 2.04% | −50−0.5% | Reduced |
| Granite Group Advisors, LLC | 10,352 | $3.39M | 2.01% | −23−0.2% | Reduced |
| SHP Wealth Management | 10,354 | $3.39M | 0.23% | +528+5.4% | Added |
| Tiaa Trust, National Association | 10,367 | $3.39M | 0.20% | −9,022−46.5% | Reduced |
| Drive Wealth Management, LLC | 10,377 | $3.40M | 0.61% | +929+9.8% | Added |
| Harmony Asset Management LLC | 10,378 | $3.40M | 0.91% | 00.0% | Unchanged |
| Legacy Capital Wealth Management, LLC | 10,392 | $3.40M | 1.58% | +767+8.0% | Added |
| Gould Capital, LLC | 10,405 | $3.41M | 1.90% | +210+2.1% | Added |
| Union Savings Bank | 10,421 | $3.41M | 1.37% | −264−2.5% | Reduced |
| MEMBERS Trust Co | 10,430 | $3.41M | 0.11% | +40+0.4% | Added |
| Philadelphia Investment Partners, LLC | 10,442 | $3.42M | 2.13% | +174+1.7% | Added |
| Quantbot Technologies LP | 10,446 | $3.42M | 0.13% | −15,174−59.2% | Reduced |
| Balboa Wealth Partners | 10,462 | $3.42M | 0.47% | +861+9.0% | Added |
| V-Square Quantitative Management LLC | 10,469 | $3.43M | 0.33% | +2,527+31.8% | Added |
| China Universal Asset Management Co., Ltd. | 10,483 | $3.43M | 0.21% | +2,731+35.2% | Added |
| Uhlmann Price Securities, LLC | 10,486 | $3.43M | 0.13% | −4,842−31.6% | Reduced |
| WealthBridge Capital Management, LLC | 10,503 | $3.44M | 0.68% | +31+0.3% | Added |
| McGlone Suttner Wealth Management, Inc. | 10,505 | $3.44M | 0.40% | +250+2.4% | Added |
| Hazlett, Burt & Watson, Inc. | 10,516 | $3.44M | 0.91% | −126−1.2% | Reduced |
| VUB Generali dochodkova spravcovska spolocnost, a.s. | 10,537 | $3.45M | 2.38% | 00.0% | Unchanged |
| SHUTTLEWORTH & Co | 10,567 | $3.46M | 2.77% | +6+0.1% | Added |
| Gleason Group, Inc. | 10,577 | $3.46M | 0.30% | +66+0.6% | Added |
| Well Done, LLC | 10,579 | $3.46M | 0.47% | −520−4.7% | Reduced |
| Retirement Planning Group | 10,597 | $3.47M | 0.09% | +534+5.3% | Added |
| BankPlus Wealth Management LLC | 10,609 | $3.47M | 1.56% | −181−1.7% | Reduced |
| Eads & Heald Wealth Management | 10,618 | $3.48M | 1.70% | −829−7.2% | Reduced |
| Meridian Financial Partners LLC | 10,029 | $3.48M | 1.19% | +574+6.1% | Added |
| Perennial Investment Advisors, LLC | 10,630 | $3.48M | 0.23% | +1,750+19.7% | Added |
| Bigelow Investment Advisors, LLC | 10,630 | $3.48M | 1.26% | +89+0.8% | Added |
| Financial Perspectives, Inc | 10,646 | $3.48M | 0.85% | +30.0% | Added |
| Financial Solutions Advisory Group, Inc. | 10,413 | $3.49M | 0.44% | −76−0.7% | Reduced |
| Samara Investment Management, LLC | 10,680 | $3.50M | 3.22% | +1,030+10.7% | Added |
| Alta Advisers Ltd | 10,684 | $3.50M | 0.79% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 10,685 | $3.50M | 0.31% | −1,540−12.6% | Reduced |
| HHM Wealth Advisors, LLC | 10,692 | $3.50M | 0.35% | +138+1.3% | Added |
| Bernicke Wealth Management, Ltd. | 10,706 | $3.50M | 0.41% | −156−1.4% | Reduced |