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 |
|---|---|---|---|---|---|
| Invictus Private Wealth, LLC | 53,003 | $17.3M | 0.93% | −529−1.0% | Reduced |
| Meiji Yasuda America Inc | 52,968 | $17.3M | 2.90% | +7,654+16.9% | Added |
| EagleClaw Capital Managment, LLC | 52,906 | $17.3M | 2.32% | +263+0.5% | Added |
| Burney Co | 52,628 | $17.2M | 0.46% | −1,375−2.5% | Reduced |
| Miramar Capital, LLC | 52,493 | $17.2M | 3.78% | +429+0.8% | Added |
| Embree Financial Group | 52,467 | $17.2M | 1.72% | +53+0.1% | Added |
| Bridgewater Advisors Inc. | 48,665 | $17.2M | 0.94% | +5,324+12.3% | Added |
| Lynch & Associates | 52,403 | $17.2M | 3.00% | −47−0.1% | Reduced |
| Hills Bank & Trust Co | 52,326 | $17.1M | 0.73% | −1,455−2.7% | Reduced |
| HWG Holdings LP | 51,917 | $17.0M | 3.84% | −1,601−3.0% | Reduced |
| Royal Fund Management, LLC | 51,847 | $17.0M | 1.42% | +701+1.4% | Added |
| one8zero8, LLC | 51,800 | $17.0M | 3.36% | −29−0.1% | Reduced |
| LDIC Inc. | 51,698 | $16.9M | 10.60% | +51,698 | New |
| Ascent Wealth Partners, LLC | 51,576 | $16.9M | 1.69% | +687+1.3% | Added |
| Spartan Wealth Advisory Services LLC | 51,414 | $16.8M | 1.38% | +2,609+5.3% | Added |
| NewSquare Capital LLC | 51,385 | $16.8M | 1.25% | +1,617+3.2% | Added |
| Tower Research Capital LLC (TRC) | 51,373 | $16.8M | 0.41% | −48,520−48.6% | Reduced |
| Clough Capital Partners L P | 51,360 | $16.8M | 1.37% | 00.0% | Unchanged |
| Annex Advisory Services, LLC | 51,318 | $16.8M | 0.29% | −969−1.9% | Reduced |
| Dividend Assets Capital, LLC | 51,281 | $16.8M | 3.25% | −288−0.6% | Reduced |
| Marietta Wealth Management, LLC | 51,246 | $16.8M | 1.73% | +489+1.0% | Added |
| Colonial Trust Co | 51,229 | $16.8M | 2.12% | −2,458−4.6% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 51,187 | $16.8M | 0.81% | +1,774+3.6% | Added |
| Private Advisory Group LLC | 51,177 | $16.8M | 0.93% | +5,500+12.0% | Added |
| Mizuho Markets Americas LLC | 51,000 | $16.7M | 0.30% | +39,000+325.0% | Added |
| Castleark Management LLC | 50,525 | $16.5M | 0.45% | 00.0% | Unchanged |
| Foster & Motley Inc | 50,479 | $16.5M | 0.76% | +215+0.4% | Added |
| Alps Advisors Inc | 50,366 | $16.5M | 0.08% | +29,620+142.8% | Added |
| Fulton Bank, N.A. | 50,355 | $16.5M | 0.50% | +2,324+4.8% | Added |
| Smithbridge Asset Management Inc | 50,316 | $16.5M | 2.24% | −1,750−3.4% | Reduced |
| McMillan Office, Inc. | 50,309 | $16.5M | 1.89% | +78+0.2% | Added |
| Venator Management LLC | 50,267 | $16.5M | 3.71% | +52+0.1% | Added |
| Syon Capital LLC | 50,236 | $16.4M | 0.72% | +2,717+5.7% | Added |
| Avantax Planning Partners, Inc. | 50,234 | $16.4M | 0.41% | −213−0.4% | Reduced |
| GLOBALT Investments LLC | 50,222 | $16.4M | 0.55% | −15,433−23.5% | Reduced |
| National Asset Management, Inc. | 49,890 | $16.4M | 0.90% | +1,585+3.3% | Added |
| Fideuram Asset Management (Ireland) dac | 50,616 | $16.4M | 0.32% | +35,041+225.0% | Added |
| Rheos Capital Works Inc. | 50,000 | $16.4M | 0.93% | +15,000+42.9% | Added |
| Ameritas Advisory Services, LLC | 49,825 | $16.3M | 0.33% | +16,259+48.4% | Added |
| RKL Wealth Management LLC | 49,728 | $16.3M | 1.30% | −176−0.4% | Reduced |
| Peterson Wealth Services | 49,713 | $16.3M | 3.55% | −184−0.4% | Reduced |
| Larson Financial Group LLC | 49,685 | $16.3M | 0.43% | +3,066+6.6% | Added |
| Flagship Harbor Advisors, LLC | 49,641 | $16.2M | 0.62% | +220.0% | Added |
| PDS Planning, Inc | 49,614 | $16.2M | 0.94% | +403+0.8% | Added |
| Teamwork Financial Advisors, LLC | 49,574 | $16.2M | 1.51% | −1,705−3.3% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 49,463 | $16.2M | 0.16% | +3,909+8.6% | Added |
| VestGen Advisors, LLC | 49,461 | $16.2M | 0.48% | −1,887−3.7% | Reduced |
| Centaurus Financial, Inc. | 49,446 | $16.2M | 0.63% | +71+0.1% | Added |
| Naples Global Advisors, LLC | 49,193 | $16.1M | 0.99% | +716+1.5% | Added |
| Simplicity Wealth,LLC | 49,181 | $16.1M | 0.54% | +13,781+38.9% | Added |
| Duncker Streett & Co Inc | 49,116 | $16.1M | 2.72% | −304−0.6% | Reduced |
| Live Oak Private Wealth LLC | 49,021 | $16.0M | 2.01% | −1,820−3.6% | Reduced |
| Community Bank & Trust, Waco, Texas | 48,981 | $16.0M | 2.89% | −573−1.2% | Reduced |
| Pure Financial Advisors, Inc. | 48,966 | $16.0M | 0.20% | +628+1.3% | Added |
| Capital Analysts, LLC | 48,924 | $16.0M | 0.37% | −680−1.4% | Reduced |
| Harrell Investment Partners, LLC | 48,355 | $15.8M | 3.43% | −1,791−3.6% | Reduced |
| Wellington Shields & Co., LLC | 48,314 | $15.8M | 3.54% | +733+1.5% | Added |
| Belpointe Asset Management LLC | 47,965 | $15.7M | 0.51% | +3,646+8.2% | Added |
| Brave Asset Management Inc | 47,930 | $15.7M | 3.36% | −235−0.5% | Reduced |
| Giverny Capital Inc.SuperinvestorGiverny Capital | 47,876 | $15.7M | 0.53% | −4,422−8.5% | Reduced |
| Twin Capital Management Inc | 47,806 | $15.6M | 1.71% | +1,177+2.5% | Added |
| Cambient Family Office, LLC | 47,709 | $15.6M | 1.92% | +635+1.3% | Added |
| Boyar Asset Management Inc. | 47,685 | $15.6M | 8.95% | +741+1.6% | Added |
| PEAK6 LLC | 47,668 | $15.6M | 0.38% | +25,650+116.5% | Added |
| United Asset Strategies, Inc. | 47,656 | $15.6M | 1.10% | −27,589−36.7% | Reduced |
| Prosperity Consulting Group, LLC | 47,362 | $15.5M | 0.59% | +1,772+3.9% | Added |
| Canal Capital Management, LLC | 47,327 | $15.5M | 1.89% | +825+1.8% | Added |
| Hennion & Walsh Asset Management, Inc. | 47,171 | $15.4M | 0.44% | +3,471+7.9% | Added |
| Rench Wealth Management, Inc. | 47,129 | $15.4M | 4.14% | −430−0.9% | Reduced |
| Adalta Capital Management LLC | 47,083 | $15.4M | 6.77% | −527−1.1% | Reduced |
| Phoenix Holdings Ltd. | 46,994 | $15.4M | 0.11% | −10,041−17.6% | Reduced |
| Community Financial Services Group, LLC | 46,029 | $15.4M | 2.24% | +220.0% | Added |
| Longbow Finance SA | 46,628 | $15.3M | 1.95% | +11,098+31.2% | Added |
| Pine Valley Investments Ltd Liability Co | 46,612 | $15.3M | 0.65% | +190+0.4% | Added |
| RPG Investment Advisory, LLC | 46,404 | $15.2M | 1.56% | +230.0% | Added |
| Pioneer Trust Bank N A | 46,279 | $15.1M | 3.43% | −90−0.2% | Reduced |
| Financial Advisory Service, Inc. | 46,254 | $15.1M | 0.79% | +2,727+6.3% | Added |
| Shepherd Financial Partners LLC | 46,024 | $15.1M | 1.24% | −290−0.6% | Reduced |
| Premier Fund Managers Ltd | 45,621 | $15.0M | 1.36% | +4,680+11.4% | Added |
| Boston Family Office LLC | 45,858 | $15.0M | 0.91% | −835−1.8% | Reduced |
| Sigma Investment Counselors Inc | 45,810 | $15.0M | 0.73% | −3,574−7.2% | Reduced |
| Coastal Bridge Advisors, LLC | 45,668 | $14.9M | 0.92% | +373+0.8% | Added |
| Cutler Investment Counsel LLC | 45,620 | $14.9M | 1.41% | −301−0.7% | Reduced |
| Brown Miller Wealth Management, LLC | 45,560 | $14.9M | 3.75% | +46+0.1% | Added |
| Walter Public Investments Inc. | 45,558 | $14.9M | 3.59% | −3,598−7.3% | Reduced |
| Atlanta Consulting Group Advisors, LLC | 45,339 | $14.8M | 2.35% | +374+0.8% | Added |
| Stokes Capital Advisors, LLC | 45,335 | $14.8M | 3.18% | −753−1.6% | Reduced |
| Pettee Investors, Inc. | 45,187 | $14.8M | 7.28% | +79+0.2% | Added |
| Generali Investments CEE, investicni spolecnost, a.s. | 45,112 | $14.8M | 0.70% | +3,347+8.0% | Added |
| Harbor Capital Advisors, Inc. | 45,000 | $14.7M | 1.00% | −224−0.5% | Reduced |
| AlTi Global, Inc. | 44,853 | $14.7M | 0.30% | +1,896+4.4% | Added |
| Harbour Capital Advisors, LLC | 43,632 | $14.7M | 2.67% | −170−0.4% | Reduced |
| Bearing Point Capital, LLC | 44,770 | $14.7M | 1.98% | +82+0.2% | Added |
| Punch & Associates Investment Management, Inc. | 44,647 | $14.6M | 0.72% | +195+0.4% | Added |
| Apriem Advisors | 44,544 | $14.6M | 1.26% | −114−0.3% | Reduced |
| Csenge Advisory Group | 44,541 | $14.6M | 0.59% | +3,616+8.8% | Added |
| Kavar Capital Partners Group, LLC | 44,470 | $14.6M | 1.79% | +189+0.4% | Added |
| Axxion S.A. | 44,349 | $14.5M | 1.04% | +44,349 | New |
| Thompson Siegel & Walmsley LLC | 44,337 | $14.5M | 0.26% | −5,960−11.8% | Reduced |
| First National Advisers, LLC | 44,312 | $14.5M | 2.04% | −3,352−7.0% | Reduced |