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; 5,156 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
- Institutional holders
- 5,156
- +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
- 2,266 more added
- Sold out
- 114
- 2,116 more reduced
69 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 | 5,156 | $643.7B |
| Q1 2026 | 5,102 | $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 | 4,679 | $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 | 3,711 | $297.0B |
| Q2 2023 | 3,672 | $297.6B |
| Q1 2023 | 3,612 | $266.3B |
| Q4 2022 | 3,629 | $278.3B |
| Q3 2022 | 3,396 | $212.9B |
| Q2 2022 | 3,428 | $229.3B |
| Q1 2022 | 3,519 | $278.9B |
| Q4 2021 | 3,594 | $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 |
|---|---|---|---|---|---|
| Odyssey Group, LLC | 813 | $266.1K | 0.07% | +813 | New |
| Argo Wealth Advisory, LLC | 814 | $266.3K | 0.15% | +78+10.6% | Added |
| Stonebridge Wealth Management, LLC | 815 | $266.6K | 0.24% | +1+0.1% | Added |
| Baron Financial Group, LLC | 815 | $266.8K | 0.13% | 00.0% | Unchanged |
| BlueChip Wealth Advisors LLC | 816 | $267.0K | 0.10% | +1+0.1% | Added |
| Carroll Investors, Inc | 817 | $267.4K | 0.11% | −92−10.1% | Reduced |
| Pearl Planning LLC | 818 | $267.6K | 0.12% | +9+1.1% | Added |
| Pettinga Financial Advisors, LLC | 818 | $267.8K | 0.04% | −288−26.0% | Reduced |
| Caden Capital Partners, LP | 822 | $269.1K | 3.24% | 00.0% | Unchanged |
| Fund Advisors of America Inc | 823 | $269.4K | 0.24% | −329−28.6% | Reduced |
| High Probability Advisors, LLC | 824 | $269.7K | 0.03% | −76−8.4% | Reduced |
| Madrid Wealth Management, LLC | 824 | $269.7K | 0.18% | 00.0% | Unchanged |
| Inlight Wealth Management, LLC | 824 | $269.7K | 0.09% | +824 | New |
| Timber Creek Capital Management LLC | 825 | $270.0K | 0.06% | 00.0% | Unchanged |
| PMG Wealth Management, Inc. | 825 | $270.0K | 0.17% | 00.0% | Unchanged |
| Purewater Capital LLC | 828 | $270.9K | 0.20% | −175−17.4% | Reduced |
| Aspect Partners, LLC | 829 | $271.4K | 0.10% | 00.0% | Unchanged |
| Alamar Capital Management, LLC | 830 | $271.7K | 0.14% | 00.0% | Unchanged |
| ShankerValleau Wealth Advisors, Inc. | 831 | $272.0K | 0.07% | 00.0% | Unchanged |
| Financial Network Wealth Management LLC | 836 | $273.0K | 0.08% | 00.0% | Unchanged |
| Global View Capital Management LLC | 836 | $273.6K | 0.06% | −1−0.1% | Reduced |
| Pacific Capital Wealth Advisors, Inc | 836 | $273.7K | 0.04% | −24−2.8% | Reduced |
| Old Mission Capital LLC | 837 | $273.8K | 0.01% | +837 | New |
| Madson Wealth Advisors Inc | 837 | $274.0K | 0.19% | +837 | New |
| Kaufman Rossin Wealth, LLC | 817 | $274.1K | 0.13% | +74+10.0% | Added |
| Cordoba Advisory Partners LLC | 839 | $274.6K | 0.06% | +839 | New |
| Auour Investments LLC | 840 | $275.0K | 0.08% | −4−0.5% | Reduced |
| Jacksonville Wealth Management, LLC | 840 | $275.0K | 0.16% | 00.0% | Unchanged |
| Foundry Financial Group, Inc. | 840 | $275.0K | 0.12% | +139+19.8% | Added |
| Schwallier Wealth Management LLC | 842 | $275.5K | 0.17% | −6−0.7% | Reduced |
| Layline Advisors, LLC | 842 | $275.6K | 0.25% | +8+1.0% | Added |
| Petra Financial Advisors Inc | 842 | $275.6K | 0.13% | +842 | New |
| Act Wealth Management, LLC | 842 | $275.6K | 0.08% | −50−5.6% | Reduced |
| David R. Rahn & Associates Inc. | 845 | $276.6K | 0.07% | 00.0% | Unchanged |
| Adapt Wealth Advisors, LLC | 847 | $277.2K | 0.09% | −383−31.1% | Reduced |
| Altiora Financial Group, LLC | 847 | $277.2K | 0.04% | +12+1.4% | Added |
| DecisionPoint Financial, LLC | 831 | $277.5K | 0.05% | +23+2.8% | Added |
| TSA Wealth Managment LLC | 848 | $277.6K | 0.08% | +32+3.9% | Added |
| Fortis Advisors, LLC | 849 | $277.9K | 0.13% | 00.0% | Unchanged |
| Brio Consultants, LLC | 849 | $278.0K | 0.03% | +157+22.7% | Added |
| Chris Bulman Inc | 849 | $278.0K | 0.10% | +849 | New |
| McDaniel Terry & Co | 851 | $278.6K | 0.02% | +1+0.1% | Added |
| Opus Financial Solutions LLC | 852 | $278.9K | 0.22% | 00.0% | Unchanged |
| Safe Harbor Family Capital, LLC | 852 | $278.9K | 0.19% | 00.0% | Unchanged |
| Beta Wealth Group, Inc. | 852 | $278.9K | 0.10% | +3+0.4% | Added |
| Chatterton & Associates Inc. | 832 | $279.1K | 0.16% | +47+6.0% | Added |
| Boulder Wealth Advisors, LLC | 854 | $279.4K | 0.10% | +34+4.1% | Added |
| Ball & Co Wealth Management Inc. | 856 | $280.0K | 0.20% | +4+0.5% | Added |
| Ferguson Shapiro LLC | 858 | $280.9K | 0.08% | −76−8.1% | Reduced |
| Clarity Wealth Development LLC | 858 | $280.9K | 0.16% | +858 | New |
| Brown Financial Advisory | 859 | $281.1K | 0.12% | −372−30.2% | Reduced |
| Financial Life Planners | 859 | $281.1K | 0.18% | +4+0.5% | Added |
| Gross & Hartman Investments LLC | 860 | $281.3K | 0.12% | 00.0% | Unchanged |
| Koss-Olinger Consulting, LLC | 860 | $281.5K | 0.02% | −128−13.0% | Reduced |
| StoneCrest Wealth Management, Inc. | 861 | $281.8K | 0.09% | 00.0% | Unchanged |
| GFG Capital, LLC | 862 | $282.1K | 0.08% | −32−3.6% | Reduced |
| Maryland Capital Advisors Inc. | 863 | $282.5K | 0.09% | +863 | New |
| 1 North Wealth Services LLC | 864 | $282.8K | 0.09% | +64+8.0% | Added |
| Lummis Asset Management, LP | 865 | $283.1K | 0.17% | 00.0% | Unchanged |
| Vigil Wealth Management, LLC | 866 | $283.5K | 0.20% | +27+3.2% | Added |
| Exit Wealth Advisors, LLC. | 867 | $283.7K | 0.13% | −42−4.6% | Reduced |
| Milestones Private Investment Advisors LLC | 868 | $284.1K | 0.23% | 00.0% | Unchanged |
| Generation Capital Management LLC | 871 | $285.1K | 0.17% | 00.0% | Unchanged |
| Gordian Capital Singapore Pte Ltd | 874 | $286.1K | 0.49% | 00.0% | Unchanged |
| Fairway Wealth LLC | 874 | $286.1K | 0.07% | +55+6.7% | Added |
| Providence Financial Advisors, LLC | 875 | $286.4K | 0.16% | −5−0.6% | Reduced |
| Kennedy Capital Management, Inc. | 878 | $287.4K | 0.01% | −54−5.8% | Reduced |
| Signal Tree Financial Partners LLC | 882 | $288.7K | 0.19% | 00.0% | Unchanged |
| Mullaney, Keating & Wright, Inc. | 882 | $288.7K | 0.14% | 00.0% | Unchanged |
| Kropog Financial Group, LLC | 885 | $289.7K | 0.20% | −91−9.3% | Reduced |
| Reliant Investment Management, LLC | 887 | $290.3K | 0.10% | 00.0% | Unchanged |
| Skyline Advisors, Inc. | 888 | $290.7K | 0.09% | −141−13.7% | Reduced |
| Adams Wealth Management | 890 | $291.2K | 0.06% | 00.0% | Unchanged |
| Lifelong Wealth Advisors, Inc. | 890 | $291.3K | 0.07% | +32+3.7% | Added |
| Allstreet Capital Advisors LLC | 893 | $292.3K | 0.19% | 00.0% | Unchanged |
| Horizon Kinetics Asset Management LLC | 896 | $293.3K | 0.00% | −542−37.7% | Reduced |
| Quest 10 Wealth Builders, Inc. | 897 | $293.6K | 0.23% | +3+0.3% | Added |
| Kemnay Advisory Services Inc. | 897 | $293.6K | 0.04% | +46+5.4% | Added |
| Campbell Deegan Wealth Management, LLC | 897 | $293.6K | 0.21% | +28+3.2% | Added |
| Sequent Planning LLC | 904 | $296.1K | 0.06% | +121+15.5% | Added |
| BetterWealth, LLC | 905 | $296.2K | 0.05% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 905 | $296.3K | 0.07% | −92−9.2% | Reduced |
| GEM Asset Management, LLC | 906 | $296.6K | 0.12% | 00.0% | Unchanged |
| Hoya Capital Real Estate, LLC | 910 | $297.9K | 4.38% | 00.0% | Unchanged |
| Unconventional Investor, LLC | 910 | $297.9K | 0.12% | 00.0% | Unchanged |
| Next Level Wealth Planning, LLC | 912 | $298.5K | 0.13% | +10+1.1% | Added |
| Terra Nova Asset Management LLC | 913 | $298.9K | 0.18% | −2−0.2% | Reduced |
| Linden Thomas Advisory Services, LLC | 916 | $299.8K | 0.02% | +916 | New |
| Manuka Financial, LLC | 918 | $300.4K | 0.16% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 922 | $301.8K | 0.27% | 00.0% | Unchanged |
| Brickley Wealth Management | 923 | $302.1K | 0.04% | +58+6.7% | Added |
| Avant Capital LLC | 923 | $302.2K | 0.19% | +4+0.4% | Added |
| Sfam, LLC | 924 | $302.5K | 0.25% | 00.0% | Unchanged |
| Austin Asset Management Co Inc | 931 | $304.7K | 0.04% | −22−2.3% | Reduced |
| Kachkovsky & Fisher, Inc. | 933 | $305.3K | 0.29% | +933 | New |
| Inceptionr LLC | 935 | $306.1K | 0.08% | +935 | New |
| Higgins & Schmidt Wealth Strategies LLC | 937 | $306.7K | 0.13% | +1+0.1% | Added |
| RF&L Wealth Management, LLC | 938 | $307.2K | 0.21% | −39−4.0% | Reduced |
| Theory Financial LLC | 939 | $307.4K | 0.10% | 00.0% | Unchanged |
| BCU Wealth Advisors, LLC | 940 | $307.7K | 0.10% | +96+11.4% | Added |