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 |
|---|---|---|---|---|---|
| Jacobi Capital Management LLC | 44,307 | $14.5M | 0.71% | −245−0.5% | Reduced |
| Rollins Financial Advisors, LLC | 44,211 | $14.5M | 1.91% | −79−0.2% | Reduced |
| Parr McKnight Wealth Management Group, LLC | 44,183 | $14.5M | 1.71% | +245+0.6% | Added |
| City Holding Co | 44,128 | $14.4M | 1.63% | −25−0.1% | Reduced |
| Viking Fund Management LLC | 44,000 | $14.4M | 1.29% | 00.0% | Unchanged |
| Steel Peak Wealth Management LLC | 43,921 | $14.4M | 0.38% | −26,665−37.8% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 43,907 | $14.4M | 2.05% | +2,001+4.8% | Added |
| Stokes Family Office, LLC | 43,872 | $14.4M | 1.67% | −4,606−9.5% | Reduced |
| Security National Bank | 43,630 | $14.3M | 1.70% | +4,118+10.4% | Added |
| Mystic Asset Management, Inc. | 43,626 | $14.3M | 3.05% | −354−0.8% | Reduced |
| SevenBridge Financial Group, LLC | 39,916 | $14.3M | 2.10% | −199−0.5% | Reduced |
| Independent Financial Group, LLC | 43,575 | $14.3M | 0.27% | +1,639+3.9% | Added |
| Tulsa Wealth Advisors, INC | 43,509 | $14.2M | 2.01% | +458+1.1% | Added |
| Ipswich Investment Management Co., Inc. | 43,326 | $14.2M | 2.99% | −1,540−3.4% | Reduced |
| Providence Capital Advisors, LLC | 43,280 | $14.2M | 2.14% | +1,531+3.7% | Added |
| New England Asset Management Inc | 43,147 | $14.1M | 1.64% | +304+0.7% | Added |
| IFG Advisory, LLC | 43,108 | $14.1M | 0.49% | +43,108 | New |
| Hudson Valley Investment Advisors Inc | 43,067 | $14.1M | 1.71% | −2,294−5.1% | Reduced |
| F/M Investments LLC | 43,065 | $14.1M | 0.72% | +1,690+4.1% | Added |
| Banque Pictet & Cie SA | 43,013 | $14.1M | 0.14% | −13,416−23.8% | Reduced |
| New Republic Capital, LLC | 42,950 | $14.1M | 3.24% | +7,101+19.8% | Added |
| Transcend Wealth Collective, LLC | 42,904 | $14.0M | 0.95% | −548−1.3% | Reduced |
| Strategic Planning Group, LLC | 42,895 | $14.0M | 1.53% | +1,644+4.0% | Added |
| Plimoth Trust Co LLC | 42,859 | $14.0M | 2.80% | −895−2.0% | Reduced |
| Nordwand Advisors, LLC | 42,752 | $14.0M | 2.15% | +484+1.1% | Added |
| Intrust Bank NA | 42,703 | $14.0M | 1.03% | −686−1.6% | Reduced |
| RMR Wealth Builders | 42,694 | $14.0M | 0.87% | +3,753+9.6% | Added |
| Interval Partners, LP | 42,677 | $14.0M | 0.45% | −35,306−45.3% | Reduced |
| Schulhoff & Co Inc | 42,624 | $14.0M | 5.61% | −1,880−4.2% | Reduced |
| Guardian Capital LP | 42,546 | $13.9M | 0.34% | +380+0.9% | Added |
| Patton Albertson Miller Group, LLC | 42,407 | $13.9M | 1.38% | −589−1.4% | Reduced |
| Purpose Unlimited Inc. | 42,219 | $13.9M | 0.53% | +30,735+267.6% | Added |
| Parcion Private Wealth LLC | 42,322 | $13.9M | 0.77% | +814+2.0% | Added |
| Thompson Investment Management, Inc. | 42,275 | $13.8M | 1.59% | −42−0.1% | Reduced |
| Sone Capital Management, LLC | 42,160 | $13.8M | 1.05% | +18,471+78.0% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 42,093 | $13.8M | 0.82% | +1,590+3.9% | Added |
| Systematic Alpha Investments, LLC | 42,064 | $13.8M | 0.37% | +5,260+14.3% | Added |
| Townsend Asset Management Corp | 42,014 | $13.8M | 4.41% | −268−0.6% | Reduced |
| Family Capital Trust Co | 42,002 | $13.7M | 4.47% | −2,120−4.8% | Reduced |
| Manitou Investment Management Ltd. | 41,996 | $13.7M | 2.56% | −2,678−6.0% | Reduced |
| WESPAC Advisors SoCal, LLC | 41,979 | $13.7M | 2.46% | +1,282+3.2% | Added |
| Parthenon LLC | 41,853 | $13.7M | 1.42% | −85−0.2% | Reduced |
| Matthew 25 Management Corp | 41,750 | $13.7M | 3.96% | −4,250−9.2% | Reduced |
| Inspire Trust Co, N.A. | 41,538 | $13.6M | 1.87% | −70−0.2% | Reduced |
| Nelson Capital Management, LLC | 41,528 | $13.6M | 1.49% | −1,046−2.5% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 41,459 | $13.6M | 2.92% | +404+1.0% | Added |
| Optiver Holding B.V. | 41,436 | $13.6M | 0.19% | −2,502−5.7% | Reduced |
| Beverly Hills Private Wealth, LLC | 41,307 | $13.5M | 2.60% | −5,126−11.0% | Reduced |
| Coerente Capital Management | 41,273 | $13.5M | 2.49% | −525−1.3% | Reduced |
| Avidian Wealth Solutions, LLC | 41,212 | $13.5M | 0.37% | +754+1.9% | Added |
| Liontrust Investment Partners LLP | 41,143 | $13.5M | 0.20% | +41,143 | New |
| First Nebraska Trust Co | 41,129 | $13.5M | 1.09% | +88+0.2% | Added |
| Algert Global LLC | 41,050 | $13.4M | 0.16% | −863−2.1% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 41,010 | $13.4M | 2.69% | −208−0.5% | Reduced |
| Laurel Oak Wealth Management, LLC | 41,003 | $13.4M | 1.96% | +1,831+4.7% | Added |
| RBF Capital, LLC | 41,000 | $13.4M | 0.56% | 00.0% | Unchanged |
| Trueblood Wealth Management, LLC | 40,888 | $13.4M | 4.67% | −244−0.6% | Reduced |
| Elk River Wealth Management, LLC | 40,712 | $13.3M | 2.12% | −3,909−8.8% | Reduced |
| Westover Capital Advisors, LLC | 40,663 | $13.3M | 2.21% | −1,659−3.9% | Reduced |
| Lathrop Investment Management Corp | 40,610 | $13.3M | 2.35% | −642−1.6% | Reduced |
| GW Henssler & Associates Ltd | 40,610 | $13.3M | 0.59% | −35−0.1% | Reduced |
| Ronald Blue Trust, Inc. | 40,592 | $13.3M | 0.14% | −957−2.3% | Reduced |
| Vancity Investment Management Ltd | 40,566 | $13.3M | 1.99% | +5,832+16.8% | Added |
| Arista Wealth Management, LLC | 40,475 | $13.2M | 1.43% | +50+0.1% | Added |
| Nippon Life Global Investors Americas, Inc. | 40,440 | $13.2M | 0.53% | −2,020−4.8% | Reduced |
| Unison Asset Management LLC | 40,419 | $13.2M | 5.37% | −2,997−6.9% | Reduced |
| Claro Advisors LLC | 40,391 | $13.2M | 1.39% | −72−0.2% | Reduced |
| Citizens National Bank Trust Department | 40,309 | $13.2M | 1.94% | −165−0.4% | Reduced |
| Papp L Roy & Associates | 40,201 | $13.2M | 1.38% | +9,402+30.5% | Added |
| Parkside Financial Bank & Trust | 40,137 | $13.1M | 0.90% | +407+1.0% | Added |
| Hilton Capital Management, LLC | 39,907 | $13.1M | 0.89% | +3,552+9.8% | Added |
| Ballast Advisors LLC | 39,889 | $13.1M | 3.11% | −1,078−2.6% | Reduced |
| Redmond Asset Management, LLC | 39,877 | $13.1M | 3.26% | −1,189−2.9% | Reduced |
| Bellars Harris Wealth Management, LLC | 39,817 | $13.0M | 2.65% | +39,817 | New |
| Accurate Wealth Management, LLC | 38,726 | $13.0M | 1.24% | +1,958+5.3% | Added |
| Chronos Wealth Management, LLC | 39,794 | $13.0M | 5.78% | −416−1.0% | Reduced |
| Kinneret Advisory, LLC | 39,744 | $13.0M | 1.05% | 00.0% | Unchanged |
| Alpine Woods Capital Investors, LLC | 39,661 | $13.0M | 2.93% | +2,296+6.1% | Added |
| Icon Wealth Advisors, LLC | 39,608 | $13.0M | 0.78% | +5,184+15.1% | Added |
| XML Financial, LLC | 39,600 | $13.0M | 0.94% | −71−0.2% | Reduced |
| Nilsine Partners, LLC | 39,511 | $12.9M | 0.90% | +581+1.5% | Added |
| Lorne Steinberg Wealth Management Inc. | 39,408 | $12.9M | 2.65% | +620+1.6% | Added |
| American Money Management, LLC | 39,379 | $12.9M | 1.84% | −978−2.4% | Reduced |
| Broadleaf Partners, LLC | 39,360 | $12.9M | 2.49% | +904+2.4% | Added |
| Bradley & Co. Private Wealth Management, LLC | 39,329 | $12.9M | 6.14% | +118+0.3% | Added |
| Altrafin AG | 39,326 | $12.9M | 5.04% | +140+0.4% | Added |
| Wetzel Investment Advisors, Inc. | 39,301 | $12.9M | 4.46% | −423−1.1% | Reduced |
| Catalytic Wealth RIA, LLC | 39,243 | $12.8M | 0.74% | −12,497−24.2% | Reduced |
| Sargent Investment Group, LLC | 39,208 | $12.8M | 1.54% | +444+1.1% | Added |
| AssuredPartners Investment Advisors, LLC | 39,170 | $12.8M | 1.24% | −1,250−3.1% | Reduced |
| Stablepoint Partners, LLC | 39,169 | $12.8M | 1.77% | +25+0.1% | Added |
| Walter & Keenan Financial Consulting Co | 39,146 | $12.8M | 3.17% | +302+0.8% | Added |
| NBC Securities, Inc. | 39,115 | $12.8M | 0.87% | −440−1.1% | Reduced |
| Chilton Investment Co LLC | 39,093 | $12.8M | 0.31% | −161−0.4% | Reduced |
| Mechanics Bank Trust Department | 39,083 | $12.8M | 1.58% | −308−0.8% | Reduced |
| Mather Group, LLC. | 39,077 | $12.8M | 0.11% | +17,299+79.4% | Added |
| Inlet Private Wealth, LLC | 38,940 | $12.7M | 3.10% | −4,500−10.4% | Reduced |
| First Western Trust Bank | 38,920 | $12.7M | 0.62% | −2,031−5.0% | Reduced |
| International Assets Investment Management, LLC | 1,667,427 | $12.7M | 0.76% | +405,547+32.1% | Added |
| Apella Capital, LLC | 37,413 | $12.7M | 0.18% | −357−0.9% | Reduced |