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 |
|---|---|---|---|---|---|
| Pittenger & Anderson Inc | 76,028 | $24.9M | 0.89% | +2,117+2.9% | Added |
| Sagespring Wealth Partners, LLC | 75,894 | $24.8M | 0.38% | +1,797+2.4% | Added |
| M Holdings Securities, Inc. | 75,214 | $24.7M | 3.38% | −1,014−1.3% | Reduced |
| Charter Trust Co | 75,397 | $24.7M | 1.33% | −446−0.6% | Reduced |
| Legacy Private Trust Co. | 75,310 | $24.7M | 1.38% | −1,063−1.4% | Reduced |
| Palisade Asset Management, LLC | 75,182 | $24.6M | 2.27% | −315−0.4% | Reduced |
| Robertson Stephens Wealth Management, LLC | 75,156 | $24.6M | 0.61% | −1,489−1.9% | Reduced |
| Courier Capital LLC | 74,868 | $24.5M | 1.22% | −1,842−2.4% | Reduced |
| Goelzer Investment Management, Inc. | 74,845 | $24.5M | 1.07% | +6,599+9.7% | Added |
| Novare Capital Management LLC | 74,708 | $24.5M | 1.74% | −1,521−2.0% | Reduced |
| DSG Capital Advisors, LLC | 71,163 | $24.4M | 3.47% | −196−0.3% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 74,286 | $24.3M | 1.09% | −1,532−2.0% | Reduced |
| Securian Asset Management, Inc | 71,205 | $24.3M | 0.87% | −1,939−2.7% | Reduced |
| Cullinan Associates Inc | 73,638 | $24.1M | 1.82% | +9,005+13.9% | Added |
| IHT Wealth Management, LLC | 73,319 | $24.0M | 0.51% | +965+1.3% | Added |
| Greenwood Gearhart Inc | 73,271 | $24.0M | 1.12% | +2,601+3.7% | Added |
| Cabot Wealth Management Inc | 73,122 | $23.9M | 2.44% | −364−0.5% | Reduced |
| Geneos Wealth Management Inc. | 73,096 | $23.9M | 0.49% | +320.0% | Added |
| Clarity Financial LLC | 73,022 | $23.9M | 2.04% | +20,033+37.8% | Added |
| Wellington Shields Capital Management, LLC | 72,948 | $23.9M | 3.03% | +701+1.0% | Added |
| BTC Capital Management, Inc. | 72,923 | $23.9M | 1.45% | −2,802−3.7% | Reduced |
| Spire Wealth Management | 72,887 | $23.9M | 0.72% | −280−0.4% | Reduced |
| Siemens Fonds Invest GmbH | 72,905 | $23.9M | 1.17% | −2,526−3.3% | Reduced |
| Gladstone Institutional Advisory LLC | 72,888 | $23.9M | 0.75% | +392+0.5% | Added |
| PFG Investments, LLC | 72,804 | $23.8M | 0.92% | +1,903+2.7% | Added |
| Cohen Klingenstein LLC | 72,700 | $23.8M | 0.68% | 00.0% | Unchanged |
| CCM Investment Advisers LLC | 72,571 | $23.8M | 1.84% | +838+1.2% | Added |
| FourThought Financial Partners, LLC | 72,550 | $23.7M | 1.83% | +350.0% | Added |
| Stockman Wealth Management, Inc. | 72,393 | $23.7M | 2.45% | −1,604−2.2% | Reduced |
| Circle Wealth Management, LLC | 72,338 | $23.7M | 0.30% | −2,562−3.4% | Reduced |
| Douglass Winthrop Advisors, LLC | 72,324 | $23.7M | 0.41% | +1,849+2.6% | Added |
| Connors Investor Services Inc | 72,256 | $23.7M | 2.05% | +148+0.2% | Added |
| First Financial Bank - Trust Division | 72,092 | $23.6M | 1.68% | −2,332−3.1% | Reduced |
| Rbo & Co LLC | 71,865 | $23.5M | 3.75% | −2,236−3.0% | Reduced |
| Davy Global Fund Management Ltd | 71,790 | $23.5M | 1.50% | −847−1.2% | Reduced |
| Journey Advisory Group, LLC | 71,743 | $23.5M | 1.79% | +415+0.6% | Added |
| Everence Capital Management Inc | 71,665 | $23.5M | 1.23% | 00.0% | Unchanged |
| Stenger Family Office, LLC | 71,265 | $23.3M | 3.80% | −330.0% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 71,175 | $23.3M | 0.46% | −4,572−6.0% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 71,170 | $23.3M | 1.39% | −444−0.6% | Reduced |
| Richard C. Young & CO., LTD. | 70,788 | $23.2M | 1.71% | +120.0% | Added |
| Ledyard National Bank | 70,775 | $23.2M | 1.86% | −2,940−4.0% | Reduced |
| Courant Investment Management LLC | 70,697 | $23.1M | 22.46% | 00.0% | Unchanged |
| Allied Investment Advisors, LLC | 70,656 | $23.1M | 2.90% | +1,139+1.6% | Added |
| IFP Advisors, Inc | 70,542 | $23.1M | 0.42% | +2,652+3.9% | Added |
| Sowell Financial Services LLC | 70,498 | $23.1M | 0.75% | +2,672+3.9% | Added |
| Brighton Jones LLC | 70,406 | $23.0M | 0.43% | +2,246+3.3% | Added |
| TD Private Client Wealth LLC | 70,249 | $23.0M | 0.42% | −4,245−5.7% | Reduced |
| Linscomb & Williams, Inc. | 70,170 | $23.0M | 1.00% | −6,397−8.4% | Reduced |
| Caisse des Depots Et Consignations | 70,031 | $22.9M | 0.39% | 00.0% | Unchanged |
| Tufton Capital Management | 69,812 | $22.9M | 3.83% | −1,366−1.9% | Reduced |
| Strategy Asset Managers LLC | 69,657 | $22.8M | 3.40% | +197+0.3% | Added |
| River Wealth Advisors LLC | 69,572 | $22.8M | 2.38% | +448+0.6% | Added |
| Alerus Financial NA | 69,378 | $22.7M | 0.99% | +2,019+3.0% | Added |
| J. Safra Sarasin Holding AG | 73,960 | $22.6M | 0.32% | +7,111+10.6% | Added |
| First American Trust, FSB | 69,077 | $22.6M | 1.36% | −16,044−18.8% | Reduced |
| Logan Capital Management Inc | 69,053 | $22.6M | 0.84% | +69,053 | New |
| CenterBook Partners LP | 68,940 | $22.6M | 1.11% | +1,330+2.0% | Added |
| Woodstock Corp | 68,865 | $22.5M | 1.87% | −180.0% | Reduced |
| James Investment Research Inc | 68,483 | $22.4M | 2.28% | −2,008−2.8% | Reduced |
| Middleton & Co Inc | 68,448 | $22.4M | 2.38% | −3,158−4.4% | Reduced |
| Simmons Bank | 68,402 | $22.4M | 1.28% | +5,553+8.8% | Added |
| Carlson Capital L P | 68,285 | $22.4M | 4.61% | +61,770+948.1% | Added |
| Savvy Advisors, Inc. | 68,127 | $22.3M | 0.48% | +7,982+13.3% | Added |
| Heritage Trust Co | 68,110 | $22.3M | 1.93% | +509+0.8% | Added |
| Community Bank, N.A. | 67,530 | $22.1M | 2.39% | −1,365−2.0% | Reduced |
| Eagle Rock Investment Company, LLC | 67,291 | $22.0M | 2.73% | +3,488+5.5% | Added |
| Barbara Oil Co. | 67,000 | $21.9M | 7.38% | 00.0% | Unchanged |
| Caldwell Trust Co | 66,710 | $21.8M | 1.77% | +71+0.1% | Added |
| AMG National Trust Bank | 66,023 | $21.6M | 0.44% | −12,283−15.7% | Reduced |
| Laffer Tengler Investments | 65,878 | $21.6M | 2.76% | +1,190+1.8% | Added |
| Ninety One SA (PTY) Ltd | 65,600 | $21.5M | 1.17% | −19,748−23.1% | Reduced |
| BKD Wealth Advisors, LLC | 65,662 | $21.5M | 0.36% | +250.0% | Added |
| Sand Hill Global Advisors, LLC | 65,525 | $21.4M | 0.65% | −148−0.2% | Reduced |
| Artemis Investment Management LLP | 65,464 | $21.4M | 0.19% | +2,175+3.4% | Added |
| Telos Capital Management, Inc. | 65,314 | $21.4M | 1.88% | −280−0.4% | Reduced |
| Kinsale Capital Group, Inc. | 65,270 | $21.4M | 2.83% | +6,075+10.3% | Added |
| Roundview Capital LLC | 65,218 | $21.3M | 1.17% | +3,550+5.8% | Added |
| Spinnaker Trust | 65,043 | $21.3M | 1.03% | +1,160+1.8% | Added |
| Granite Investment Partners, LLC | 64,986 | $21.3M | 1.09% | −300.0% | Reduced |
| Tompkins Financial Corp | 64,894 | $21.2M | 1.49% | −1,294−2.0% | Reduced |
| Pictet North America Advisors SA | 64,836 | $21.2M | 1.87% | −2,674−4.0% | Reduced |
| MidFirst Bank | 64,768 | $21.2M | 1.50% | +830+1.3% | Added |
| Generate Investment Management Ltd | 64,643 | $21.2M | 0.87% | +36,136+126.8% | Added |
| Western Wealth Management, LLC | 64,631 | $21.2M | 0.69% | +942+1.5% | Added |
| Integrated Advisors Network LLC | 64,583 | $21.1M | 0.97% | +13,138+25.5% | Added |
| Princeton Global Asset Management LLC | 64,373 | $21.1M | 3.02% | −52−0.1% | Reduced |
| TriCert Investment Counsel Inc. | 64,298 | $21.0M | 1.96% | +64,298 | New |
| Biondo Investment Advisors, LLC | 64,082 | $21.0M | 2.57% | −13,632−17.5% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 64,062 | $21.0M | 1.18% | −2,791−4.2% | Reduced |
| 1st Source Bank | 63,985 | $20.9M | 0.95% | −118−0.2% | Reduced |
| Strategic Wealth Designers | 63,927 | $20.9M | 2.54% | −6,834−9.7% | Reduced |
| Means Investment Co., Inc. | 63,922 | $20.9M | 1.58% | −1,237−1.9% | Reduced |
| Capstone Financial Advisors, Inc. | 63,735 | $20.9M | 1.02% | −2,278−3.5% | Reduced |
| Strategic Wealth Partners, Ltd. | 63,666 | $20.8M | 1.29% | +3,549+5.9% | Added |
| Edgar Lomax Co | 63,662 | $20.8M | 1.56% | −5,675−8.2% | Reduced |
| Pettyjohn, Wood & White, Inc | 63,499 | $20.8M | 3.02% | −329−0.5% | Reduced |
| Leith Wheeler Investment Counsel Ltd. | 63,489 | $20.8M | 1.58% | −548−0.9% | Reduced |
| Griffin Asset Management, Inc. | 63,452 | $20.8M | 2.19% | −767−1.2% | Reduced |
| Essex Financial Services, Inc. | 63,447 | $20.8M | 1.03% | −491−0.8% | Reduced |