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 |
|---|---|---|---|---|---|
| Ballew Advisors, Inc | 1,198 | $400.8K | 0.21% | +1+0.1% | Added |
| Precision Wealth Strategies, LLC | 1,225 | $401.0K | 0.12% | +3+0.2% | Added |
| Flower City Capital | 1,225 | $401.0K | 0.18% | +56+4.8% | Added |
| Vestia Personal Wealth Advisors | 1,229 | $402.2K | 0.16% | +26+2.2% | Added |
| Investment Management Trust, LLC | 1,229 | $402.4K | 0.36% | +5+0.4% | Added |
| Northern Lights Advisors, Inc. | 1,230 | $402.6K | 0.22% | +159+14.8% | Added |
| Meritas Wealth Management, LLC | 1,231 | $402.9K | 0.16% | +1,231 | New |
| O'Connor Financial Group LLC | 1,235 | $404.3K | 0.14% | +71+6.1% | Added |
| Astra Wealth Partners LLC | 1,236 | $404.6K | 0.23% | +138+12.6% | Added |
| Raffa Wealth Management, LLC | 1,236 | $404.7K | 0.05% | +35+2.9% | Added |
| Heritage Wealth Management, Inc./Texas | 1,236 | $404.7K | 0.16% | −29−2.3% | Reduced |
| APCM Wealth Management for Individuals | 1,239 | $405.5K | 0.04% | +66+5.6% | Added |
| Helium Advisors LLC | 1,241 | $406.2K | 0.34% | +2+0.2% | Added |
| Winter & Associates, Inc. | 1,245 | $407.5K | 0.31% | 00.0% | Unchanged |
| Strata Wealth Advisors, LLC | 1,246 | $407.9K | 0.10% | −326−20.7% | Reduced |
| Cypress Point Wealth Management, LLC | 1,246 | $407.9K | 0.08% | +287+29.9% | Added |
| Colorado Capital Management, Inc. | 1,247 | $408.0K | 0.14% | −14−1.1% | Reduced |
| Sharkey, Howes & Javer | 1,249 | $408.8K | 0.05% | 00.0% | Unchanged |
| Aurdan Capital Management, LLC | 1,258 | $411.8K | 0.10% | +177+16.4% | Added |
| Balanced Rock Investment Advisor | 1,259 | $411.9K | 0.26% | +151+13.6% | Added |
| West Chester Capital Advisors, Inc | 1,259 | $412.1K | 0.27% | −4−0.3% | Reduced |
| Arcus Capital Partners, LLC | 1,261 | $412.8K | 0.17% | −192−13.2% | Reduced |
| CDKV Holdings LLC | 1,262 | $413.1K | 0.32% | 00.0% | Unchanged |
| Numerai GP LLC | 1,264 | $413.7K | 0.03% | +402+46.6% | Added |
| Millington Financial Advisors, LLC | 1,213 | $413.9K | 0.16% | +443+57.5% | Added |
| Zinnia Wealth Advisory, LLC | 1,265 | $414.1K | 0.42% | −11−0.9% | Reduced |
| MPS Loria Financial Planners, LLC | 1,266 | $414.4K | 0.10% | +2+0.2% | Added |
| Godfrey Financial Associates, Inc. | 1,266 | $414.5K | 0.32% | −98−7.2% | Reduced |
| Lakeside Advisors, INC. | 1,267 | $414.7K | 0.26% | +1+0.1% | Added |
| Quartz Partners, LLC | 1,268 | $415.1K | 0.14% | +86+7.3% | Added |
| SFG Wealth Management, LLC. | 1,269 | $415.3K | 0.15% | −252−16.6% | Reduced |
| Clear Point Advisors Inc. | 1,272 | $416.5K | 0.37% | −145,120−99.1% | Reduced |
| Howard Bailey Securities, LLC | 1,276 | $417.5K | 0.16% | −81−6.0% | Reduced |
| Cascade Wealth Advisors, Inc | 1,168 | $417.6K | 0.17% | 00.0% | Unchanged |
| Human Investing LLC | 1,277 | $418.0K | 0.05% | +3+0.2% | Added |
| AdviceOne Advisory Services, LLC | 1,278 | $418.3K | 0.24% | +1+0.1% | Added |
| Longview Financial Advisors LLC | 1,280 | $418.9K | 0.21% | −48−3.6% | Reduced |
| Rialto Wealth Management, LLC | 1,282 | $419.7K | 0.08% | +97+8.2% | Added |
| Orgel Wealth Management, LLC | 1,284 | $420.3K | 0.01% | +87+7.3% | Added |
| Heartland Advisors Inc | 1,285 | $420.6K | 0.02% | 00.0% | Unchanged |
| Mustard Seed Financial, LLC | 1,287 | $421.2K | 0.22% | 00.0% | Unchanged |
| Axiom Financial Strategies, LLC | 1,288 | $421.6K | 0.13% | +18+1.4% | Added |
| Websterrogers Financial Advisors, LLC | 1,289 | $422.2K | 0.11% | 00.0% | Unchanged |
| Leslie Global Wealth, LLC | 1,290 | $422.3K | 0.16% | −11−0.8% | Reduced |
| Rock Point Advisors, LLC | 1,290 | $422.3K | 0.10% | 00.0% | Unchanged |
| AlphaGrep UK Ltd | 1,291 | $422.6K | 0.13% | −3,000−69.9% | Reduced |
| Cathy Pareto & Associates, Inc | 1,290 | $422.7K | 0.25% | +6+0.5% | Added |
| Rebalance, LLC | 1,296 | $424.2K | 0.02% | +61+4.9% | Added |
| Kelly Financial Group LLC | 1,299 | $425.2K | 0.09% | −7−0.5% | Reduced |
| Praxis Capital Management LLC | 1,300 | $425.5K | 0.67% | −1,963−60.2% | Reduced |
| Park Circle Co | 1,300 | $425.5K | 0.38% | 00.0% | Unchanged |
| Richardson Capital Management LLC | 1,302 | $426.2K | 0.18% | −8−0.6% | Reduced |
| Sage Capital Management, LLC | 1,302 | $426.2K | 0.17% | +4+0.3% | Added |
| WPWealth LLP | 1,303 | $426.5K | 0.06% | +39+3.1% | Added |
| RD Lewis Holdings, Inc. | 1,188 | $426.6K | 0.32% | +1,188 | New |
| Lee Johnson Capital Management, LLC | 1,304 | $426.8K | 0.13% | −1,113−46.0% | Reduced |
| Hubbell Strickland Wealth Management, LLC | 1,306 | $427.3K | 0.15% | +115+9.7% | Added |
| Intentional Wealth Strategies, LLC | 1,319 | $431.7K | 0.40% | −29−2.2% | Reduced |
| Oak Thistle LLC | 1,319 | $431.7K | 0.04% | +1,319 | New |
| Valued Retirements, Inc. | 1,319 | $431.8K | 0.39% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 1,320 | $432.1K | 0.25% | +501+61.2% | Added |
| Graney & King, LLC | 1,320 | $432.1K | 0.16% | +435+49.2% | Added |
| Graham Capital Management, L.P. | 1,324 | $433.4K | 0.01% | +1,324 | New |
| L.K. Benson & Company, P.C. | 1,325 | $433.6K | 0.13% | 00.0% | Unchanged |
| Jackson Square Capital, LLC | 1,325 | $433.7K | 0.06% | +1,325 | New |
| Tumwater Wealth Management, LLC | 1,327 | $434.4K | 0.16% | 00.0% | Unchanged |
| WPG Advisers, LLC | 1,329 | $435.0K | 0.26% | +353+36.2% | Added |
| DWR Wealth Management, LLC | 1,321 | $435.1K | 0.33% | +164+14.2% | Added |
| Traub Capital Management LLC | 1,330 | $435.3K | 0.39% | −13−1.0% | Reduced |
| Valpey Financial Services, LLC | 1,330 | $435.3K | 0.26% | 00.0% | Unchanged |
| Sankala Group LLC | 1,202 | $435.6K | 0.29% | −179−13.0% | Reduced |
| Three Seasons Wealth, LLC | 1,332 | $436.0K | 0.04% | +510+62.0% | Added |
| Harborfront Financial Group LLC | 1,333 | $436.3K | 1.64% | +1,333 | New |
| Guardian Financial Partners, LLC | 1,339 | $438.3K | 0.17% | −83−5.8% | Reduced |
| New England Professional Planning Group Inc. | 1,341 | $438.9K | 0.16% | −86−6.0% | Reduced |
| Conrad Siegel Investment Advisors, Inc. | 1,344 | $440.1K | 0.07% | +190+16.5% | Added |
| J Hagan Capital, Inc. | 1,346 | $440.6K | 0.20% | +136+11.2% | Added |
| Pura Vida Investments, LLC | 1,350 | $441.9K | 1.19% | 00.0% | Unchanged |
| JMN Financial LLC | 1,350 | $441.9K | 0.34% | +127+10.4% | Added |
| Brogan Financial, Inc. | 1,350 | $442.0K | 0.18% | −104−7.2% | Reduced |
| Capula Management Ltd | 1,351 | $442.2K | 0.00% | −9,050−87.0% | Reduced |
| Delos Wealth Advisors, LLC | 1,352 | $442.6K | 0.23% | +386+40.0% | Added |
| Stone House Investment Management, LLC | 1,354 | $443.3K | 0.06% | +176+14.9% | Added |
| Provident Wealth Management, LLC | 1,357 | $444.2K | 0.11% | +1,357 | New |
| Outlook Capital Management, LLC | 1,358 | $444.5K | 0.14% | +1,358 | New |
| PlanVest Financial, Inc | 1,359 | $444.8K | 0.30% | +4+0.3% | Added |
| Lifestyle Asset Management, Inc. | 1,363 | $446.2K | 0.12% | +112+9.0% | Added |
| Jackson Creek Investment Advisors LLC | 1,271 | $447.0K | 0.15% | −428−25.2% | Reduced |
| Enzi Wealth | 1,304 | $447.1K | 0.14% | −15−1.1% | Reduced |
| Sentinel Pension Advisors Inc | 1,311 | $447.2K | 0.06% | +71+5.7% | Added |
| John Boyer, Inc. | 1,369 | $448.5K | 0.39% | +4+0.3% | Added |
| Entruity Wealth, LLC | 1,372 | $449.0K | 0.29% | +2+0.1% | Added |
| JDH Wealth Management, LLC | 1,374 | $449.8K | 0.27% | −13−0.9% | Reduced |
| Triton Wealth Management, PLLC | 1,362 | $450.3K | 0.14% | −20−1.4% | Reduced |
| Portfolio Strategies, Inc. | 1,376 | $450.4K | 0.04% | 00.0% | Unchanged |
| Essential Planning, LLC. | 1,378 | $451.1K | 0.13% | −21−1.5% | Reduced |
| Integrity Wealth Solutions LLC | 1,382 | $452.3K | 0.17% | +22+1.6% | Added |
| DeLarme Wealth Management, Inc. | 1,382 | $452.4K | 0.26% | −47−3.3% | Reduced |
| Nalls Sherbakoff Group, LLC | 1,383 | $452.7K | 0.32% | 00.0% | Unchanged |
| Shearwater Capital LLC | 1,389 | $454.7K | 0.22% | −14−1.0% | Reduced |