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 |
|---|---|---|---|---|---|
| Veratis Advisors, Inc. | 942 | $308.3K | 0.22% | +942 | New |
| Whitcomb & Hess, Inc. | 944 | $308.9K | 0.07% | +4+0.4% | Added |
| WealthTrak Capital Management LLC | 946 | $309.7K | 0.20% | −11−1.1% | Reduced |
| Sound Stewardship, LLC | 947 | $310.0K | 0.13% | +947 | New |
| Quattro Advisors LLC | 948 | $310.3K | 0.21% | +106+12.6% | Added |
| Noble Family Wealth, LLC | 950 | $311.0K | 0.06% | −765−44.6% | Reduced |
| AtlasMark Financial, Inc | 950 | $311.0K | 0.15% | 00.0% | Unchanged |
| Gainplan LLC | 950 | $311.0K | 0.12% | +9+1.0% | Added |
| Ballast Financial Advisors LLC | 952 | $311.6K | 0.28% | +78+8.9% | Added |
| Elevate Wealth Advisory, Inc | 953 | $311.9K | 0.18% | +8+0.8% | Added |
| Lountzis Asset Management, LLC | 954 | $312.3K | 0.10% | −162−14.5% | Reduced |
| WorthPointe, LLC | 956 | $312.9K | 0.08% | −242−20.2% | Reduced |
| Check Capital Management Inc | 957 | $313.3K | 0.02% | +1+0.1% | Added |
| Rachor Investment Advisory Services, LLC | 958 | $313.4K | 0.15% | −1−0.1% | Reduced |
| Roan Capital Partners | 958 | $313.6K | 0.26% | −135−12.4% | Reduced |
| Zevin Asset Management LLC | 958 | $313.6K | 0.04% | −29−2.9% | Reduced |
| Israel Discount Bank of New York | 958 | $313.6K | 0.58% | 00.0% | Unchanged |
| Uptown Financial Advisors LLC | 958 | $313.6K | 0.23% | 00.0% | Unchanged |
| Midwestern Financial, LLC | 960 | $314.1K | 0.22% | +5+0.5% | Added |
| Clark Financial Services Group Inc | 961 | $314.6K | 0.15% | +138+16.8% | Added |
| Collaborative Capital Advisors LLC | 962 | $314.8K | 0.20% | +962 | New |
| ORBA Wealth Advisors, L.L.C. | 966 | $316.1K | 0.27% | +966 | New |
| WealthCare Investment Partners, LLC | 966 | $316.3K | 0.08% | +3+0.3% | Added |
| Carter Financial Group, INC. | 970 | $317.5K | 0.16% | −1,527−61.2% | Reduced |
| Rinkey Investments | 977 | $319.8K | 0.08% | 00.0% | Unchanged |
| Fusion Family Wealth LLC | 978 | $320.0K | 0.02% | +2+0.2% | Added |
| FFT Wealth Management LLC | 979 | $320.5K | 0.05% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 979 | $320.5K | 0.16% | +62+6.8% | Added |
| Financial Harvest, LLC | 979 | $320.6K | 0.13% | +204+26.3% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 980 | $320.7K | 0.19% | −8−0.8% | Reduced |
| Ankerstar Wealth, LLC | 980 | $320.8K | 0.27% | +2+0.2% | Added |
| Afg Fiduciary Services Limited Partnership | 962 | $321.8K | 0.25% | −30−3.0% | Reduced |
| Boston Common Asset Management, LLC | 984 | $322.1K | 0.02% | 00.0% | Unchanged |
| Magnolia Wealth Management, LLC | 984 | $322.1K | 0.17% | 00.0% | Unchanged |
| Integras Partners LLC | 986 | $322.8K | 0.18% | +260+35.8% | Added |
| USAdvisors Wealth Management, LLC | 988 | $323.0K | 0.09% | −51−4.9% | Reduced |
| Innovative Wealth Building LLC | 987 | $323.0K | 0.19% | −26−2.6% | Reduced |
| Dale Q Rice Investment Management Ltd | 993 | $325.0K | 0.18% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 993 | $325.0K | 0.08% | +993 | New |
| Forefront Wealth Partners, LLC | 997 | $326.3K | 0.10% | +997 | New |
| Coston, McIsaac & Partners | 1,001 | $327.0K | 0.07% | +1+0.1% | Added |
| Gruss & Co., LLC | 1,000 | $327.3K | 0.86% | −500−33.3% | Reduced |
| Clarkston Capital Partners, LLC | 1,000 | $327.3K | 0.03% | −34−3.3% | Reduced |
| Cumberland Advisors Inc | 1,000 | $327.3K | 0.12% | 00.0% | Unchanged |
| Liberty Atlantic Advisors LLC | 1,000 | $327.5K | 0.24% | +81+8.8% | Added |
| Macroview Investment Management LLC | 1,002 | $328.0K | 0.20% | −148−12.9% | Reduced |
| Auxier Asset Management | 1,003 | $328.3K | 0.04% | −10−1.0% | Reduced |
| HRC Wealth Management, LLC | 1,007 | $329.5K | 0.13% | +11+1.1% | Added |
| Private Capital Advisors, Inc. | 1,007 | $329.6K | 0.03% | 00.0% | Unchanged |
| Avion Wealth | 1,010 | $330.0K | 0.06% | +165+19.5% | Added |
| Oak Ridge Investments LLC | 1,010 | $330.6K | 0.02% | −253−20.0% | Reduced |
| Center for Wealth Management Advisory | 1,010 | $330.7K | 0.21% | 00.0% | Unchanged |
| Financial Guidance Group, Inc. | 1,011 | $330.9K | 0.12% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 1,011 | $330.9K | 0.08% | +347+52.3% | Added |
| Midwest Financial Group LLC | 1,014 | $331.8K | 0.12% | +4+0.4% | Added |
| Capital Planning LLC | 1,014 | $331.9K | 0.10% | +75+8.0% | Added |
| Nautilus Advisors LLC | 987 | $332.1K | 0.20% | +2+0.2% | Added |
| Advisory Solutions Group, LLC | 1,017 | $332.8K | 0.11% | +1,017 | New |
| Foronjy Financial LLC | 1,021 | $334.2K | 0.12% | +263+34.7% | Added |
| Advocacy Wealth Management Services, LLC | 1,021 | $334.2K | 0.01% | +174+20.5% | Added |
| Paragon Capital Management LLC | 1,022 | $334.5K | 0.15% | −15−1.4% | Reduced |
| Sciencast Management LP | 1,025 | $335.5K | 0.07% | −8,599−89.3% | Reduced |
| OceanIQ Capital, LLC | 934 | $338.1K | 0.21% | +934 | New |
| Family Investment Center, Inc. | 1,041 | $340.8K | 0.06% | −83−7.4% | Reduced |
| Alternative Investment Advisors, LLC. | 1,041 | $341.0K | 0.13% | +73+7.5% | Added |
| McGowan Group Asset Management, Inc. | 1,042 | $341.0K | 0.04% | −1−0.1% | Reduced |
| Northwest Wealth Advisors, LLC | 1,043 | $341.3K | 0.20% | +126+13.7% | Added |
| Ellis Investment Partners, LLC | 1,042 | $341.3K | 0.05% | −39−3.6% | Reduced |
| Prism Planning Partners LLC | 1,044 | $341.8K | 0.36% | 00.0% | Unchanged |
| Beacon Financial Strategies CORP | 1,045 | $342.0K | 0.17% | +186+21.7% | Added |
| Baker Boyer National Bank | 1,045 | $342.1K | 0.09% | 00.0% | Unchanged |
| Curran Financial Partners, LLC | 1,049 | $343.3K | 0.05% | −245−18.9% | Reduced |
| Highland Investment Advisors LLC | 1,051 | $344.1K | 0.15% | +1,051 | New |
| Comprehensive Financial Management LLC | 1,053 | $344.7K | 0.01% | 00.0% | Unchanged |
| Aspiring Ventures, LLC | 1,057 | $346.1K | 0.09% | +50+5.0% | Added |
| Parsonex Advisory Services, Inc. | 1,061 | $346.7K | 0.30% | −492−31.7% | Reduced |
| IMPACTfolio, LLC | 1,059 | $346.7K | 0.13% | −30−2.8% | Reduced |
| Continental Investors Services, Inc. | 973 | $346.9K | 0.27% | +159+19.5% | Added |
| Lesa Sroufe & Co | 1,061 | $347.0K | 0.25% | 00.0% | Unchanged |
| TPG Financial Advisors, LLC | 1,062 | $347.6K | 0.10% | 00.0% | Unchanged |
| North Berkeley Wealth Management, LLC | 1,062 | $347.6K | 0.14% | +6+0.6% | Added |
| Custos Family Office, LLC | 1,063 | $348.0K | 0.21% | −589−35.7% | Reduced |
| Lockerman Financial Group, Inc. | 1,064 | $348.3K | 0.53% | −11−1.0% | Reduced |
| Templeton & Phillips Capital Management, LLC | 1,065 | $348.6K | 0.25% | 00.0% | Unchanged |
| Luminvest Wealth Management LLC | 1,065 | $349.1K | 0.08% | +209+24.4% | Added |
| Epiq Partners, LLC | 1,068 | $349.6K | 0.15% | 00.0% | Unchanged |
| Strive Financial Group ,LLC | 1,072 | $350.8K | 0.15% | +60+5.9% | Added |
| Veridan Wealth LLC | 1,072 | $350.9K | 0.12% | +56+5.5% | Added |
| Verus Wealth Management, LLC | 1,072 | $350.9K | 0.29% | 00.0% | Unchanged |
| Prossimo Advisors, LLC | 1,077 | $352.5K | 2.03% | 00.0% | Unchanged |
| Sound Financial Strategies Group, LLC | 1,079 | $353.2K | 0.22% | 00.0% | Unchanged |
| Essential Partners LLC | 1,081 | $353.8K | 0.16% | +242+28.8% | Added |
| Claris Advisors, LLC | 1,083 | $354.4K | 0.09% | −4−0.4% | Reduced |
| Prelude Capital Management, LLC | 1,083 | $354.5K | 0.03% | −1,610−59.8% | Reduced |
| Premier Financial Group | 1,086 | $355.4K | 0.08% | +1,086 | New |
| Heritage Oak Wealth Advisors LLC | 1,086 | $355.4K | 0.11% | +110+11.3% | Added |
| Havemeyer Place LP | 1,088 | $356.1K | 0.04% | −1,795−62.3% | Reduced |
| Daner Wealth Management, LLC | 981 | $356.2K | 0.19% | +15+1.6% | Added |
| Panoramic Investment Advisors, LLC | 1,089 | $356.3K | 0.17% | −14−1.3% | Reduced |
| WFA of San Diego, LLC | 983 | $356.9K | 0.29% | 00.0% | Unchanged |