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 |
|---|---|---|---|---|---|
| Sound View Wealth Advisors Group, LLC | 63,442 | $20.8M | 1.29% | −1,199−1.9% | Reduced |
| Covea Finance | 63,265 | $20.7M | 0.65% | 00.0% | Unchanged |
| One Capital Management, LLC | 70,363 | $20.7M | 0.58% | 00.0% | Unchanged |
| Burling Wealth Partners, LLC | 63,141 | $20.7M | 3.02% | +73+0.1% | Added |
| Harbour Investments, Inc. | 63,069 | $20.6M | 0.28% | −1,348−2.1% | Reduced |
| Intellus Advisors LLC | 63,033 | $20.6M | 2.51% | −701−1.1% | Reduced |
| Exchange Traded Concepts, LLC | 63,025 | $20.6M | 0.10% | −8,324−11.7% | Reduced |
| MainStreet Investment Advisors LLC | 62,999 | $20.6M | 2.81% | −218−0.3% | Reduced |
| Cape Cod Five Cents Savings Bank | 62,804 | $20.6M | 1.67% | +62,804 | New |
| Confluence Wealth Services, Inc. | 62,628 | $20.5M | 0.59% | +13,658+27.9% | Added |
| Close Asset Management Ltd | 62,620 | $20.5M | 0.55% | +120.0% | Added |
| NorthRock Partners, LLC | 62,473 | $20.4M | 0.30% | +2,063+3.4% | Added |
| Carmel Capital Management L.L.C. | 62,144 | $20.3M | 4.46% | +45+0.1% | Added |
| Plato Investment Management Ltd | 62,447 | $20.3M | 1.17% | +1,036+1.7% | Added |
| Bank of Nova Scotia Trust Co | 61,976 | $20.3M | 1.68% | +1,245+2.1% | Added |
| Emerald Investment Advisers, LLC | 61,789 | $20.2M | 1.35% | +4,191+7.3% | Added |
| Joel Isaacson & Co., LLC | 61,713 | $20.2M | 0.58% | +3,099+5.3% | Added |
| Van Hulzen Asset Management, LLC | 61,539 | $20.1M | 1.43% | −1,834−2.9% | Reduced |
| Wealthcare Advisory Partners LLC | 61,535 | $20.1M | 0.38% | −8,292−11.9% | Reduced |
| Iowa State Bank | 61,472 | $20.1M | 3.36% | −4,074−6.2% | Reduced |
| Fagan Associates, Inc. | 61,321 | $20.1M | 2.47% | +208+0.3% | Added |
| Copeland Capital Management, LLC | 61,214 | $20.0M | 0.41% | −431−0.7% | Reduced |
| Baldwin Investment Management, LLC | 61,191 | $20.0M | 1.94% | +13,017+27.0% | Added |
| Cardinal Point Capital Management, ULC | 60,964 | $20.0M | 1.13% | +66+0.1% | Added |
| Keystone Financial Group | 60,800 | $19.9M | 1.18% | +280+0.5% | Added |
| Parallax Volatility Advisers, L.P. | 60,554 | $19.8M | 0.73% | +2,526+4.4% | Added |
| New Age Alpha Advisors, LLC | 60,185 | $19.7M | 0.84% | −3,203−5.1% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 60,118 | $19.7M | 1.05% | +139+0.2% | Added |
| Traynor Capital Management, Inc. | 60,094 | $19.7M | 0.92% | +83+0.1% | Added |
| Buckley Wealth Management, LLC | 59,992 | $19.6M | 4.86% | −103−0.2% | Reduced |
| Kingswood Wealth Advisors, LLC | 59,945 | $19.6M | 0.79% | −377−0.6% | Reduced |
| Zuckerman Investment Group, LLC | 59,805 | $19.6M | 1.66% | −356−0.6% | Reduced |
| Mitchell Capital Management Co | 59,730 | $19.6M | 2.97% | −1,364−2.2% | Reduced |
| Farmers National Bank | 59,566 | $19.5M | 4.07% | −5,463−8.4% | Reduced |
| Smartleaf Asset Management LLC | 59,052 | $19.5M | 0.63% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 59,289 | $19.4M | 2.03% | +3,389+6.1% | Added |
| SFE Investment Counsel | 59,236 | $19.4M | 2.67% | −321−0.5% | Reduced |
| Sara-Bay Financial | 59,206 | $19.4M | 5.16% | −186−0.3% | Reduced |
| Winslow Asset Management Inc | 59,011 | $19.3M | 3.36% | −1,119−1.9% | Reduced |
| Fulton Breakefield Broenniman LLC | 59,000 | $19.3M | 1.14% | +58+0.1% | Added |
| Ar Asset Management Inc | 58,772 | $19.2M | 3.52% | 00.0% | Unchanged |
| Schnieders Capital Management, LLC. | 58,746 | $19.2M | 2.52% | +1,345+2.3% | Added |
| Cypress Asset Management Inc | 58,703 | $19.2M | 3.74% | +399+0.7% | Added |
| Osprey Private Wealth LLC | 58,600 | $19.2M | 4.95% | +742+1.3% | Added |
| Cardinal Capital Management | 58,423 | $19.1M | 2.31% | −366−0.6% | Reduced |
| Applied Finance Capital Management, LLC | 58,030 | $19.0M | 1.41% | −10,355−15.1% | Reduced |
| Next Level Private LLC | 58,008 | $19.0M | 3.72% | +342+0.6% | Added |
| Galvin, Gaustad & Stein, LLC | 57,981 | $19.0M | 1.40% | −10,239−15.0% | Reduced |
| LVM Capital Management Ltd | 57,953 | $19.0M | 1.59% | +80+0.1% | Added |
| BTG Pactual Asset Management US LLC | 57,792 | $18.9M | 1.41% | +6,176+12.0% | Added |
| Harbor Investment Advisory, LLC | 57,733 | $18.9M | 1.32% | +1,905+3.4% | Added |
| WealthBridge Investment Counsel Inc. | 57,728 | $18.9M | 5.05% | −488−0.8% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 57,680 | $18.9M | 2.87% | −2,633−4.4% | Reduced |
| Camden National Bank | 57,663 | $18.9M | 2.46% | −591−1.0% | Reduced |
| Procyon Private Wealth Partners, LLC | 57,623 | $18.9M | 0.81% | −1,443−2.4% | Reduced |
| JCIC Asset Management Inc. | 64,099 | $18.9M | 5.78% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 57,576 | $18.8M | 1.07% | −637−1.1% | Reduced |
| German American Bancorp, Inc. | 57,445 | $18.8M | 1.41% | +252+0.4% | Added |
| Whalerock Point Partners, LLC | 57,414 | $18.8M | 3.20% | +4,767+9.1% | Added |
| Segment Wealth Management, LLC | 57,319 | $18.8M | 0.97% | +819+1.4% | Added |
| Cornerstone Wealth Group, LLC | 57,277 | $18.7M | 1.12% | −1,936−3.3% | Reduced |
| Equitable Trust Co | 57,179 | $18.7M | 0.78% | +675+1.2% | Added |
| Rocky Mountain Advisers, LLC | 57,150 | $18.7M | 4.77% | −70−0.1% | Reduced |
| Jamison Private Wealth Management, Inc. | 57,141 | $18.7M | 1.94% | +869+1.5% | Added |
| Mirador Capital Partners LP | 56,740 | $18.6M | 2.27% | −385−0.7% | Reduced |
| Capital International Ltd | 56,587 | $18.5M | 0.60% | +961+1.7% | Added |
| Intesa Sanpaolo S.p.A. | 56,561 | $18.5M | 0.66% | +7,845+16.1% | Added |
| Fundamentun, LLC | 56,449 | $18.5M | 0.67% | +684+1.2% | Added |
| Impax Asset Management Group plc | 56,429 | $18.5M | 0.12% | −150.0% | Reduced |
| Signal Advisors Wealth, LLC | 56,358 | $18.4M | 0.97% | +9,662+20.7% | Added |
| Perryman Financial Advisory Inc | 56,241 | $18.4M | 2.45% | +580+1.0% | Added |
| Haverford Financial Services, Inc. | 56,133 | $18.4M | 5.42% | −213−0.4% | Reduced |
| YHB Investment Advisors, Inc. | 55,809 | $18.3M | 1.17% | +3,426+6.5% | Added |
| Oversea-Chinese Banking CORP Ltd | 55,774 | $18.3M | 0.43% | +9,149+19.6% | Added |
| Intesa Sanpaolo Wealth Management | 55,719 | $18.2M | 3.65% | +4,535+8.9% | Added |
| Wedmont Private Capital | 54,011 | $18.2M | 0.50% | +3,424+6.8% | Added |
| American National Bank | 55,279 | $18.1M | 1.55% | −877−1.6% | Reduced |
| Radnor Capital Management, LLC | 55,263 | $18.1M | 2.54% | −100.0% | Reduced |
| Laurel Wealth Advisors LLC | 55,202 | $18.1M | 1.75% | −548−1.0% | Reduced |
| Stolper Co | 55,195 | $18.1M | 4.66% | +211+0.4% | Added |
| Stratos Wealth Advisors, LLC | 55,138 | $18.0M | 0.99% | −95−0.2% | Reduced |
| Nwi Management LP | 55,000 | $18.0M | 1.15% | 00.0% | Unchanged |
| Sava Infond d.o.o. | 54,790 | $17.9M | 1.27% | +27,395+100.0% | Added |
| Nations Financial Group Inc, | 54,774 | $17.9M | 0.86% | +648+1.2% | Added |
| Baker Ellis Asset Management LLC | 54,750 | $17.9M | 1.86% | −605−1.1% | Reduced |
| Sigma Planning Corp | 54,714 | $17.9M | 0.45% | +181+0.3% | Added |
| Clear Trail Advisors, LLC | 54,669 | $17.9M | 2.73% | −961−1.7% | Reduced |
| Magnus Financial Group LLC | 54,658 | $17.9M | 1.27% | +77+0.1% | Added |
| South Dakota Investment Council | 54,648 | $17.9M | 0.31% | −720−1.3% | Reduced |
| Perennial Advisors, LLC | 54,419 | $17.8M | 2.74% | −1,737−3.1% | Reduced |
| Mengis Capital Management, Inc. | 54,286 | $17.8M | 2.70% | −120.0% | Reduced |
| Community Bank of Raymore | 54,276 | $17.8M | 10.47% | −300−0.5% | Reduced |
| Independent Investors Inc | 54,204 | $17.7M | 3.39% | −1,600−2.9% | Reduced |
| Arvest Bank Trust Division | 54,029 | $17.7M | 0.86% | −1,210−2.2% | Reduced |
| Marsico Capital Management LLC | 53,995 | $17.7M | 0.46% | −102,758−65.6% | Reduced |
| Visionary Wealth Advisors | 53,977 | $17.7M | 0.70% | −273−0.5% | Reduced |
| Meridian Wealth Advisors, LLC | 53,780 | $17.6M | 2.00% | +1,701+3.3% | Added |
| Valicenti Advisory Services Inc | 53,539 | $17.5M | 3.31% | +185+0.3% | Added |
| Vestcor Inc | 53,310 | $17.4M | 0.43% | −1,428−2.6% | Reduced |
| Quantitative Investment Management, LLC | 53,263 | $17.4M | 1.90% | +53,263 | New |