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 |
|---|---|---|---|---|---|
| WESPAC Advisors, LLC | 1,389 | $454.7K | 0.22% | 00.0% | Unchanged |
| Welch Financial Planning, LLC | 1,389 | $454.7K | 0.26% | +420+43.3% | Added |
| Chelsea Counsel Co | 1,392 | $455.6K | 0.19% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 1,400 | $458.0K | 0.17% | −67−4.6% | Reduced |
| Triune Financial Partners, LLC | 1,400 | $458.1K | 0.10% | −15−1.1% | Reduced |
| Seelaus Asset Management LLC | 1,400 | $458.3K | 0.32% | −154−9.9% | Reduced |
| Richmond Investment Services, LLC | 1,401 | $458.7K | 0.15% | −1,546−52.5% | Reduced |
| Williams & Novak, LLC | 1,404 | $459.4K | 0.31% | −14−1.0% | Reduced |
| Financial Planning Navigators CORP | 1,404 | $459.5K | 0.17% | +91+6.9% | Added |
| Northern Capital Management, Inc. | 1,404 | $459.9K | 0.20% | 00.0% | Unchanged |
| Matthew Goff Investment Advisor, LLC | 1,408 | $460.8K | 0.08% | 00.0% | Unchanged |
| Genesee Capital Advisors, LLC | 1,409 | $461.1K | 0.15% | −238−14.5% | Reduced |
| Lutz Financial Services LLC | 1,411 | $461.9K | 0.03% | −6−0.4% | Reduced |
| Ramiah Investment Group | 1,411 | $461.9K | 0.35% | +1,411 | New |
| Chokshi & Queen Wealth Advisors, Inc | 1,414 | $462.9K | 0.21% | +461+48.4% | Added |
| Allegiance Financial Group Advisory Services LLC | 1,416 | $463.5K | 0.08% | +1,416 | New |
| Pring Turner Capital Group Inc | 1,305 | $465.0K | 0.27% | 00.0% | Unchanged |
| Value Investment Professionals, LLC | 1,425 | $466.4K | 0.39% | +3+0.2% | Added |
| Vanguard Capital Wealth Advisors | 1,425 | $466.4K | 0.32% | −649−31.3% | Reduced |
| Freestate Advisors LLC | 1,427 | $467.0K | 0.35% | −33−2.3% | Reduced |
| Englebert Financial Advisers, LLC | 1,430 | $468.1K | 0.46% | +10+0.7% | Added |
| Independent Wealth Network Inc. | 1,430 | $468.1K | 0.12% | +19+1.3% | Added |
| Marotta Asset Management | 1,406 | $469.7K | 0.08% | +16+1.2% | Added |
| Ewing Morris & Co. Investment Partners Ltd. | 1,435 | $469.7K | 0.25% | 00.0% | Unchanged |
| Integrated Capital Management, LLC | 1,437 | $470.4K | 0.17% | −383−21.0% | Reduced |
| Luken Investment Analytics, LLC | 1,439 | $471.0K | 0.16% | −160−10.0% | Reduced |
| OakTrust Wealth Advisors, LLC | 1,446 | $473.2K | 0.41% | +3+0.2% | Added |
| Harbour Wealth Management Group, Inc. | 1,446 | $473.3K | 0.32% | −347−19.4% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 1,446 | $473.4K | 0.15% | −307−17.5% | Reduced |
| Paragon Financial Partners, Inc. | 1,346 | $473.4K | 0.25% | +2+0.1% | Added |
| Disciplined Investments, LLC | 1,448 | $474.0K | 0.15% | +65+4.7% | Added |
| Pathway Wealth Management LLC | 1,450 | $474.6K | 0.33% | 00.0% | Unchanged |
| PMG Family Office LLC | 1,451 | $475.0K | 0.44% | +243+20.1% | Added |
| Hobbs Group Advisors, LLC | 1,452 | $475.2K | 0.13% | −22−1.5% | Reduced |
| Hoge Financial Services, LLC | 1,453 | $475.5K | 0.23% | +60+4.3% | Added |
| Redwood Financial Network Corp | 1,455 | $476.3K | 0.26% | −5−0.3% | Reduced |
| Synergy Financial Group, LTD | 1,457 | $476.9K | 0.34% | +11+0.8% | Added |
| Bellecapital International Ltd. | 1,459 | $477.6K | 0.08% | +83+6.0% | Added |
| Provenance Wealth Advisors, LLC | 1,459 | $477.6K | 0.05% | +771+112.1% | Added |
| One Wealth Capital Management, LLC | 1,461 | $478.2K | 0.14% | +760+108.4% | Added |
| Wealth Management Nebraska | 1,464 | $479.3K | 0.04% | −68−4.4% | Reduced |
| Pacific Sage Partners, LLC | 1,464 | $479.3K | 0.07% | −501−25.5% | Reduced |
| Everstar Asset Management, LLC | 1,465 | $479.5K | 0.23% | +565+62.8% | Added |
| Northstar Asset Management Inc | 1,467 | $480.2K | 0.14% | +465+46.4% | Added |
| Cooke Wealth Management, LLC | 1,468 | $480.5K | 0.39% | 00.0% | Unchanged |
| Axis Wealth Partners, LLC | 1,468 | $480.6K | 0.23% | −1,072−42.2% | Reduced |
| TCP Asset Management, LLC | 1,469 | $481.0K | 0.05% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 1,471 | $481.5K | 0.07% | 00.0% | Unchanged |
| Demars Financial Group, LLC | 1,471 | $481.6K | 0.13% | −15−1.0% | Reduced |
| Paul R. Ried Financial Group, LLC | 1,472 | $481.8K | 0.21% | 00.0% | Unchanged |
| Fonville Wealth Management LLC | 1,474 | $482.5K | 0.08% | +91+6.6% | Added |
| Pinnacle Financial Group, LLC | 1,475 | $482.8K | 0.12% | +6+0.4% | Added |
| Blue Zone Wealth Advisors, LLC | 1,477 | $483.5K | 0.08% | +2+0.1% | Added |
| Avise Financial Cooperative, Inc. | 1,477 | $483.5K | 0.34% | +22+1.5% | Added |
| Sacks & Associates, LLC | 1,375 | $483.7K | 0.33% | +75+5.8% | Added |
| Kelman-Lazarov, Inc. | 1,479 | $484.0K | 0.06% | +48+3.4% | Added |
| Prota Financial, LLC | 1,451 | $484.7K | 0.32% | −57−3.8% | Reduced |
| Crane Advisory, LLC | 1,416 | $485.9K | 0.07% | 00.0% | Unchanged |
| Spectrum Investment Advisors, Inc. | 1,489 | $487.3K | 0.20% | +784+111.2% | Added |
| Blackston Financial Advisory Group, LLC | 1,491 | $487.9K | 0.28% | −108−6.8% | Reduced |
| Monograph Wealth Advisors, LLC | 1,492 | $488.4K | 0.04% | +155+11.6% | Added |
| Ruedi Wealth Management, Inc. | 1,492 | $488.5K | 0.11% | 00.0% | Unchanged |
| Chase Investment Counsel Corp | 1,495 | $489.0K | 0.10% | −326−17.9% | Reduced |
| Clarendon Private LLC | 1,495 | $489.4K | 0.31% | −94−5.9% | Reduced |
| Harbour Investment Management LLC | 1,495 | $489.4K | 0.25% | 00.0% | Unchanged |
| Vantage Point Financial LLC | 1,496 | $489.6K | 0.15% | +152+11.3% | Added |
| Kendall Capital Management | 1,498 | $490.3K | 0.08% | −64−4.1% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 1,498 | $490.3K | 0.18% | 00.0% | Unchanged |
| Cottonwood Capital Advisors, LLC | 1,499 | $490.6K | 0.30% | +3+0.2% | Added |
| Fearless Solutions, LLC dba Best Invest | 1,500 | $491.0K | 0.26% | −105−6.5% | Reduced |
| Highlander Partners, L.P. | 1,500 | $491.0K | 0.16% | 00.0% | Unchanged |
| Stembrook Asset Management, LLC | 1,500 | $491.0K | 0.42% | 00.0% | Unchanged |
| Barnes Dennig Private Wealth Management LLC | 1,501 | $491.3K | 0.39% | −13−0.9% | Reduced |
| Godsey & Gibb Associates | 1,501 | $491.3K | 0.04% | −101−6.3% | Reduced |
| Clientfirst Wealth Management, LLC | 1,504 | $492.3K | 0.40% | 00.0% | Unchanged |
| Sbe LLC Dba Cedar Cove Wealth Partners | 1,505 | $492.5K | 0.23% | −59−3.8% | Reduced |
| Madrona Financial Services, LLC | 1,506 | $493.0K | 0.09% | +4+0.3% | Added |
| RS Crum Inc. | 1,508 | $493.6K | 0.09% | +1+0.1% | Added |
| Joseph P. Lucia & Associates, LLC | 1,509 | $494.0K | 0.15% | 00.0% | Unchanged |
| RFG Holdings, Inc. | 1,510 | $494.4K | 0.10% | +76+5.3% | Added |
| Capital Counsel LLC | 1,511 | $494.6K | 0.02% | −68−4.3% | Reduced |
| Mezzasalma Advisors, LLC | 1,514 | $495.6K | 0.10% | +14+0.9% | Added |
| Swisher Financial Concepts, Inc. | 1,515 | $495.9K | 0.31% | −1,117−42.4% | Reduced |
| Kagan Cocozza Asset Management | 1,515 | $495.9K | 0.31% | 00.0% | Unchanged |
| Kraematon Investment Advisors, Inc | 1,516 | $496.2K | 0.37% | +7+0.5% | Added |
| IMG Wealth Management, Inc. | 1,517 | $496.6K | 0.28% | +163+12.0% | Added |
| Burns Matteson Capital Management, LLC | 1,526 | $499.4K | 0.16% | −152−9.1% | Reduced |
| Legacy Wealth Managment, LLC | 1,531 | $501.1K | 0.21% | +708+86.0% | Added |
| Hilltop Wealth Advisors, LLC | 1,533 | $501.8K | 0.25% | +226+17.3% | Added |
| Baskin Financial Services Inc. | 1,541 | $504.0K | 0.04% | −21−1.3% | Reduced |
| Altar Rock LLC | 1,540 | $504.1K | 0.74% | −871−36.1% | Reduced |
| Trailhead Planners LLC | 1,543 | $505.1K | 0.49% | +98+6.8% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 3,451 | $505.6K | 0.15% | −4,150−54.6% | Reduced |
| Mars Jewett Financial Group, Inc. | 1,547 | $506.3K | 0.10% | +50+3.3% | Added |
| Dodds Wealth, LLC | 1,547 | $506.4K | 0.11% | +140+10.0% | Added |
| Axq Capital, LP | 1,548 | $506.7K | 0.06% | −2,668−63.3% | Reduced |
| RIA Advisory Group LLC | 1,548 | $506.8K | 0.11% | +144+10.3% | Added |
| Financial Concepts Unlimited, Inc. | 1,549 | $507.0K | 0.40% | −109−6.6% | Reduced |
| Bourne Lent Asset Management Inc | 1,550 | $507.4K | 0.18% | 00.0% | Unchanged |
| Presper Financial Architects, LLC | 1,551 | $507.7K | 0.26% | −100−6.1% | Reduced |