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; 5,157 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
- 5,157
- +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
- 2,117 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 | 5,157 | $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 |
|---|---|---|---|---|---|
| Accretive Wealth Partners, LLC | 1,092 | $357.3K | 0.09% | −149−12.0% | Reduced |
| Johnson Wealth Management, LLC | 1,093 | $357.8K | 0.15% | +47+4.5% | Added |
| SWP Financial LLC | 1,093 | $357.9K | 0.17% | +98+9.8% | Added |
| truNorth Financial Services, Inc. | 1,094 | $358.0K | 0.32% | +5+0.5% | Added |
| Summit Place Financial Advisors, LLC | 1,095 | $358.4K | 0.16% | −335−23.4% | Reduced |
| URS Advisory LLC | 1,096 | $358.8K | 0.20% | +36+3.4% | Added |
| Newton One Investments LLC | 1,097 | $358.9K | 0.09% | +6+0.5% | Added |
| McCollum Christoferson Group LLC | 1,098 | $359.4K | 0.11% | 00.0% | Unchanged |
| Gray Private Wealth, LLC | 1,099 | $359.8K | 0.16% | +393+55.7% | Added |
| McClarren Financial Advisors, Inc. | 1,101 | $360.5K | 0.19% | +3+0.3% | Added |
| Steelhead Wealth Management LLC | 1,104 | $361.0K | 0.15% | +336+43.8% | Added |
| Kure Advisory, LLC | 1,103 | $361.0K | 0.17% | −271−19.7% | Reduced |
| Advisory Resource Group | 1,103 | $361.0K | 0.05% | 00.0% | Unchanged |
| Reality Financial Planning Services, LLC | 1,103 | $361.0K | 0.35% | 00.0% | Unchanged |
| HighRoad Wealth Advisors, LLC | 1,106 | $362.1K | 0.31% | 00.0% | Unchanged |
| Retirement Solution Inc. | 1,107 | $362.4K | 0.07% | +45+4.2% | Added |
| RHL Group, LLC | 1,110 | $363.0K | 0.30% | +5+0.5% | Added |
| Eagle Capital Management LLC | 1,109 | $363.0K | 0.00% | 00.0% | Unchanged |
| Chiron Capital Management, LLC | 1,109 | $363.0K | 0.33% | 00.0% | Unchanged |
| Warner Financial, Inc | 1,110 | $363.3K | 0.11% | +4+0.4% | Added |
| Prairiewood Capital, LLC | 1,112 | $364.0K | 0.09% | −42−3.6% | Reduced |
| Schubert & Co | 1,114 | $364.6K | 0.25% | −256−18.7% | Reduced |
| Atlantic Private Wealth, LLC | 1,114 | $364.8K | 0.22% | 00.0% | Unchanged |
| Laidlaw Wealth Management LLC | 1,115 | $365.0K | 1.04% | +5+0.5% | Added |
| William John Sempolinski | 1,116 | $365.3K | 0.15% | 00.0% | Unchanged |
| LPWM LLC | 1,117 | $365.6K | 0.08% | −11−1.0% | Reduced |
| Seven Post Investment Office LP | 1,117 | $365.6K | 0.10% | +1,117 | New |
| TLW Wealth Management, LLC | 1,120 | $366.6K | 0.21% | +1,120 | New |
| Sicart Associates LLC | 1,122 | $367.3K | 0.09% | −50−4.3% | Reduced |
| Imprint Wealth LLC | 1,122 | $367.3K | 1.49% | 00.0% | Unchanged |
| Integrated Financial Solutions, Inc. | 1,122 | $367.3K | 0.20% | +185+19.7% | Added |
| Penobscot Wealth Management | 1,122 | $367.4K | 0.10% | −256−18.6% | Reduced |
| 4J Wealth Management LLC | 1,123 | $367.5K | 0.18% | −14−1.2% | Reduced |
| Members Wealth LLC | 1,124 | $368.1K | 0.20% | +104+10.2% | Added |
| Landing Point Financial Group, LLC | 1,125 | $368.3K | 0.13% | +4+0.4% | Added |
| Wrenne Financial Planning LLC | 1,126 | $368.6K | 0.12% | 00.0% | Unchanged |
| Ade, LLC | 1,129 | $369.6K | 0.16% | −285−20.2% | Reduced |
| Vericrest Private Wealth | 1,130 | $369.9K | 0.33% | −3,277−74.4% | Reduced |
| Archvest Wealth Advisors, Inc. | 1,130 | $370.0K | 0.21% | +302+36.5% | Added |
| Integrated Wealth Management | 1,134 | $371.2K | 0.39% | −4−0.4% | Reduced |
| Liberty Square Wealth Partners LLC | 1,137 | $372.3K | 0.09% | +13+1.2% | Added |
| Opulen Financial Group LLC | 1,139 | $372.7K | 0.23% | +154+15.6% | Added |
| Grantvest Financial Group LLC | 1,139 | $373.0K | 0.22% | −74−6.1% | Reduced |
| IAG Wealth Partners, LLC | 1,140 | $373.2K | 0.04% | −93−7.5% | Reduced |
| Frontier Asset Management, LLC | 1,151 | $376.9K | 0.07% | −5−0.4% | Reduced |
| FOCUS Wealth Advisors, LLC | 1,152 | $377.0K | 0.17% | +3+0.3% | Added |
| Arta Finance Wealth Management LLC | 1,160 | $378.0K | 0.16% | +202+21.1% | Added |
| Halter Ferguson Financial Inc. | 1,156 | $378.3K | 0.06% | 00.0% | Unchanged |
| MTM Financial Group, LLC | 1,157 | $378.7K | 0.16% | −67−5.5% | Reduced |
| OMNI 360 Wealth, Inc. | 1,157 | $378.7K | 0.17% | +1+0.1% | Added |
| Good Steward Wealth Advisors,LLC | 1,158 | $379.0K | 0.23% | −22−1.9% | Reduced |
| Lotus Asset Management LLC | 1,158 | $379.1K | 0.34% | +1,158 | New |
| Oregon Pacific Wealth Management, LLC | 1,159 | $379.4K | 0.36% | 00.0% | Unchanged |
| Flagship Private Wealth, LLC | 1,161 | $380.0K | 0.13% | −26−2.2% | Reduced |
| Hoese & Co LLP | 1,163 | $380.7K | 0.25% | +253+27.8% | Added |
| BLVD Private Wealth, LLC | 1,164 | $381.0K | 0.28% | 00.0% | Unchanged |
| Auctus Advisors LLC | 1,165 | $381.3K | 0.32% | 00.0% | Unchanged |
| Balanced Wealth Group LLC | 1,165 | $381.4K | 0.12% | +149+14.7% | Added |
| Fortress Financial Group, LLC | 1,168 | $382.2K | 0.19% | −566−32.6% | Reduced |
| Advisory Advocates, LLC | 1,168 | $382.3K | 0.33% | +175+17.6% | Added |
| Dash Acquisitions Inc. | 1,050 | $383.4K | 0.08% | +6+0.6% | Added |
| Cherry Tree Wealth Management, LLC | 1,172 | $383.6K | 0.07% | 00.0% | Unchanged |
| Parkshore Wealth Management, Inc. | 1,172 | $383.7K | 0.11% | 00.0% | Unchanged |
| Daviman Financial, LLC | 1,173 | $384.1K | 0.21% | −9−0.8% | Reduced |
| Keating Investment Counselors Inc | 1,175 | $384.6K | 0.11% | 00.0% | Unchanged |
| Acorn Financial Advisory Services Inc | 1,178 | $385.6K | 0.05% | −117−9.0% | Reduced |
| Camarda Financial Advisors, LLC | 1,179 | $385.9K | 0.12% | −1,050−47.1% | Reduced |
| Fogel Capital Management, Inc. | 1,179 | $385.9K | 0.16% | +214+22.2% | Added |
| Eastover Investment Advisors LLC | 1,182 | $386.9K | 0.15% | +126+11.9% | Added |
| BancFirst Trust & Investment Management | 1,175 | $387.0K | 0.16% | +1,175 | New |
| WealthCollab, LLC | 1,184 | $387.6K | 0.14% | +198+20.1% | Added |
| Rayburn West Financial Services LLC | 1,185 | $387.9K | 0.21% | −25−2.1% | Reduced |
| Gibson Capital, LLC | 1,185 | $387.9K | 0.06% | −98−7.6% | Reduced |
| Conservest Capital Advisors, Inc. | 1,187 | $388.5K | 0.03% | +90+8.2% | Added |
| Heritage Wealth Architects, Inc. | 1,162 | $388.7K | 0.15% | 00.0% | Unchanged |
| Live Oak Investment Partners | 1,188 | $388.9K | 0.21% | 00.0% | Unchanged |
| Satovsky Asset Management LLC | 1,190 | $389.4K | 0.06% | +5+0.4% | Added |
| Bullseye Investment Management, LLC | 1,190 | $389.5K | 0.19% | 00.0% | Unchanged |
| Jim Saulnier & Associates, LLC | 1,192 | $390.1K | 0.16% | +65+5.8% | Added |
| Hanover Advisors Inc | 1,195 | $391.2K | 0.14% | 00.0% | Unchanged |
| Unique Wealth, LLC | 1,195 | $391.2K | 0.05% | +19+1.6% | Added |
| Targeted Financial Services LLC | 1,196 | $391.4K | 0.29% | +1+0.1% | Added |
| Rainey & Randall Investment Management Inc. | 1,198 | $392.0K | 0.06% | +2+0.2% | Added |
| Cutler Capital Management, LLC | 1,198 | $392.1K | 0.10% | +10+0.8% | Added |
| Resolute Capital, LLC | 1,202 | $393.5K | 0.14% | +1,202 | New |
| Bonfire Financial | 1,202 | $393.6K | 0.25% | +305+34.0% | Added |
| R2 Capital Strategies, LLC | 1,203 | $393.9K | 0.18% | +1,203 | New |
| Fulcrum Wealth Advisors, LLC | 1,204 | $394.1K | 0.30% | +320+36.2% | Added |
| Halbert Hargrove Global Advisors, LLC | 1,206 | $394.9K | 0.02% | +24+2.0% | Added |
| Arrowroot Family Office, LLC | 1,207 | $395.0K | 0.11% | +170+16.4% | Added |
| Pinney & Scofield, Inc. | 1,208 | $395.4K | 0.19% | 00.0% | Unchanged |
| ODonnell Financial Services, LLC | 1,209 | $395.7K | 0.12% | +522+76.0% | Added |
| V. M. Manning & Co., Inc. | 1,210 | $395.9K | 0.34% | +1,210 | New |
| Cannon Wealth Management Services, LLC | 1,210 | $395.9K | 0.22% | +35+3.0% | Added |
| Front Street Capital Management, Inc. | 1,196 | $397.1K | 0.05% | −240−16.7% | Reduced |
| Prentiss Smith & Co Inc | 1,214 | $397.4K | 0.22% | 00.0% | Unchanged |
| ACT Advisors, LLC. | 1,218 | $398.8K | 0.13% | +65+5.6% | Added |
| Perissos Private Wealth Management, LLC | 1,220 | $399.3K | 0.27% | −85−6.5% | Reduced |
| Vima LLC | 1,220 | $399.3K | 0.39% | +1,220 | New |
| Northwest Quadrant Wealth Management, LLC | 1,223 | $400.2K | 0.07% | +5+0.4% | Added |