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 |
|---|---|---|---|---|---|
| Contravisory Investment Management, Inc. | 38,707 | $12.7M | 2.24% | −228−0.6% | Reduced |
| Wealth Enhancement Trust Services, Inc. | 38,645 | $12.6M | 1.41% | −3,344−8.0% | Reduced |
| Howland Capital Management LLC | 38,632 | $12.6M | 0.46% | −640−1.6% | Reduced |
| StoneX Group Inc. | 38,617 | $12.6M | 0.51% | +1,747+4.7% | Added |
| AlphaStar Capital Management, LLC | 38,556 | $12.6M | 0.80% | +4,277+12.5% | Added |
| Anchor Investment Management, LLC | 38,543 | $12.6M | 0.95% | −2,164−5.3% | Reduced |
| Fusion Capital, LLC | 38,487 | $12.6M | 2.93% | +498+1.3% | Added |
| Shelton Capital Management | 38,456 | $12.6M | 0.23% | −4,731−11.0% | Reduced |
| Fulcrum Capital LLC | 38,230 | $12.5M | 2.54% | −1,828−4.6% | Reduced |
| Tema ETFs LLC | 38,205 | $12.5M | 0.40% | +2,001+5.5% | Added |
| Asset Planning Services Inc | 38,172 | $12.5M | 5.30% | −1,660−4.2% | Reduced |
| Strategic Advisors LLC | 38,119 | $12.5M | 2.73% | −295−0.8% | Reduced |
| Angeles Wealth Management, LLC | 38,089 | $12.5M | 0.57% | +2,371+6.6% | Added |
| Constitution Capital LLC | 38,086 | $12.5M | 6.40% | −2,320−5.7% | Reduced |
| Stonebridge Financial Group, LLC | 38,079 | $12.5M | 0.95% | +1,753+4.8% | Added |
| Bangor Savings Bank | 38,072 | $12.5M | 0.92% | −801−2.1% | Reduced |
| GAM Holding AG | 38,045 | $12.5M | 0.95% | −2,622−6.4% | Reduced |
| Van Strum & Towne Inc. | 38,042 | $12.5M | 3.39% | +265+0.7% | Added |
| Beacon Financial Group | 38,027 | $12.4M | 1.13% | −221−0.6% | Reduced |
| SageView Advisory Group, LLC | 37,999 | $12.4M | 0.41% | −402−1.0% | Reduced |
| Cumberland Partners Ltd | 37,954 | $12.4M | 0.80% | −40.0% | Reduced |
| HighPoint Advisor Group LLC | 37,735 | $12.4M | 0.44% | +1,212+3.3% | Added |
| Financial Strategies Group, Inc. | 35,740 | $12.3M | 1.97% | +440+1.2% | Added |
| New Hampshire Trust | 37,604 | $12.3M | 2.32% | +5,221+16.1% | Added |
| Plan Group Financial, LLC | 37,583 | $12.3M | 2.55% | −1,719−4.4% | Reduced |
| Lighthouse Investment Partners, LLC | 37,541 | $12.3M | 0.38% | −21,861−36.8% | Reduced |
| Bogart Wealth, LLC | 37,403 | $12.2M | 0.42% | +1,102+3.0% | Added |
| Harvey Capital Management Inc | 37,387 | $12.2M | 2.52% | −190−0.5% | Reduced |
| BigSur Wealth Management LLC | 37,290 | $12.2M | 2.94% | +7,103+23.5% | Added |
| Xcel Wealth Management, LLC | 37,089 | $12.1M | 2.90% | −1,412−3.7% | Reduced |
| Compass Wealth Management LLC | 37,070 | $12.1M | 2.30% | +82+0.2% | Added |
| FFG Partners, LLC | 37,046 | $12.1M | 3.49% | −2,283−5.8% | Reduced |
| Moore Capital Management, LP | 37,008 | $12.1M | 0.28% | +37,008 | New |
| Chemistry Wealth Management LLC | 36,914 | $12.1M | 1.94% | −320−0.9% | Reduced |
| B & T Capital Management DBA Alpha Capital Management | 36,817 | $12.1M | 1.58% | −367−1.0% | Reduced |
| Argent Advisors, Inc. | 36,746 | $12.0M | 3.01% | +8,966+32.3% | Added |
| Concord Investment Counsel Inc. | 36,656 | $12.0M | 3.28% | −170.0% | Reduced |
| Private Trust Co NA | 36,638 | $12.0M | 0.96% | −410−1.1% | Reduced |
| Valmark Advisers, Inc. | 36,457 | $11.9M | 0.13% | −181−0.5% | Reduced |
| Rehmann Capital Advisory Group | 36,423 | $11.9M | 0.55% | +2,256+6.6% | Added |
| DT Investment Partners, LLC | 36,349 | $11.9M | 0.89% | 00.0% | Unchanged |
| L & S Advisors Inc | 36,341 | $11.9M | 1.23% | +26,158+256.9% | Added |
| Boyd Watterson Asset Management LLC | 36,309 | $11.9M | 3.20% | −705−1.9% | Reduced |
| Northside Capital Management, LLC | 36,212 | $11.9M | 0.97% | −4,937−12.0% | Reduced |
| Cordatus Wealth Management LLC | 36,163 | $11.8M | 2.60% | −228−0.6% | Reduced |
| First Business Financial Services, Inc. | 36,121 | $11.8M | 0.92% | +781+2.2% | Added |
| RFG Advisory, LLC | 36,121 | $11.8M | 0.18% | +3,054+9.2% | Added |
| Soltis Investment Advisors LLC | 36,052 | $11.8M | 0.68% | +3,432+10.5% | Added |
| CVFG LLC | 36,001 | $11.8M | 1.24% | +90.0% | Added |
| HORAN Wealth, LLC | 35,981 | $11.8M | 1.47% | +529+1.5% | Added |
| EverSource Wealth Advisors, LLC | 35,950 | $11.8M | 0.40% | −14,462−28.7% | Reduced |
| BCS Private Wealth Management, Inc. | 35,945 | $11.8M | 3.54% | −3,092−7.9% | Reduced |
| Trustmark National Bank Trust Department | 35,922 | $11.8M | 0.70% | +70.0% | Added |
| Resonant Capital Advisors, LLC | 35,882 | $11.7M | 0.56% | −75−0.2% | Reduced |
| Tudor Investment Corp Et Al | 35,855 | $11.7M | 0.05% | −452,449−92.7% | Reduced |
| Aaron Wealth Advisors | 35,779 | $11.7M | 0.59% | +838+2.4% | Added |
| Tradewinds, LLC. | 35,409 | $11.7M | 3.66% | −46−0.1% | Reduced |
| Hilltop Holdings Inc. | 35,611 | $11.7M | 0.95% | −211−0.6% | Reduced |
| Blue Fin Capital, Inc. | 35,577 | $11.6M | 1.68% | +119+0.3% | Added |
| Naviter Wealth, LLC | 35,526 | $11.6M | 1.06% | +8,751+32.7% | Added |
| Old Second National Bank of Aurora | 35,429 | $11.6M | 2.19% | −990−2.7% | Reduced |
| Frisch Financial Group, Inc. | 35,413 | $11.6M | 1.99% | −1,162−3.2% | Reduced |
| CFM Wealth Partners LLC | 35,410 | $11.6M | 1.48% | −377−1.1% | Reduced |
| Gryphon Financial Partners LLC | 35,296 | $11.6M | 1.02% | −1,207−3.3% | Reduced |
| Werlinich Asset Management, LLC | 35,260 | $11.5M | 4.41% | +25+0.1% | Added |
| Access Investment Management LLC | 35,250 | $11.5M | 2.95% | 00.0% | Unchanged |
| Alexander Labrunerie & Co., Inc. | 35,226 | $11.5M | 4.04% | +25+0.1% | Added |
| Forum Financial Management, LP | 35,013 | $11.5M | 0.15% | −6,003−14.6% | Reduced |
| Legacy Financial Advisors, Inc. | 34,993 | $11.5M | 1.40% | +1,098+3.2% | Added |
| Everpar Advisors LLC | 34,866 | $11.4M | 3.25% | +551+1.6% | Added |
| McGinn Investment Management, Inc. | 34,708 | $11.4M | 6.91% | −570−1.6% | Reduced |
| Permanens Capital L.P. | 34,689 | $11.4M | 1.17% | +625+1.8% | Added |
| Stamos Capital Partners, L.P. | 34,663 | $11.3M | 1.74% | −1,293−3.6% | Reduced |
| Augustine Asset Management Inc | 34,648 | $11.3M | 2.30% | −240−0.7% | Reduced |
| Atlantic Trust, LLC | 34,624 | $11.3M | 1.48% | −5,032−12.7% | Reduced |
| Occidental Asset Management, LLC | 34,483 | $11.3M | 1.12% | +1,198+3.6% | Added |
| Univest Financial Corp | 34,423 | $11.3M | 0.55% | +277+0.8% | Added |
| Evolve Private Wealth, LLC | 34,350 | $11.2M | 0.69% | −11,892−25.7% | Reduced |
| Koshinski Asset Management, Inc. | 34,321 | $11.2M | 0.60% | −217−0.6% | Reduced |
| Chicago Trust Co NA | 34,261 | $11.2M | 1.62% | +340+1.0% | Added |
| Capital Investment Counsel, LLC | 34,260 | $11.2M | 1.39% | +268+0.8% | Added |
| Integrity Alliance, LLC. | 34,253 | $11.2M | 0.35% | +844+2.5% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 34,247 | $11.2M | 0.29% | −334−1.0% | Reduced |
| Hodges Capital Management Inc. | 34,179 | $11.2M | 0.74% | −40−0.1% | Reduced |
| Pegasus Asset Management, Inc. | 34,142 | $11.2M | 3.18% | +144+0.4% | Added |
| Granite Bay Wealth Management, LLC | 34,101 | $11.2M | 1.03% | +5,365+18.7% | Added |
| Johnson Financial Group, Inc. | 34,083 | $11.2M | 0.37% | −1,447−4.1% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 34,051 | $11.1M | 1.29% | +4,694+16.0% | Added |
| Wealth Advisory Solutions, LLC | 34,035 | $11.1M | 2.29% | −330−1.0% | Reduced |
| Argentarii, LLC | 30,768 | $11.1M | 3.36% | −406−1.3% | Reduced |
| Arete Wealth Advisors, LLC | 34,011 | $11.1M | 0.74% | +3,129+10.1% | Added |
| West Branch Capital LLC | 33,949 | $11.1M | 2.58% | −88−0.3% | Reduced |
| D L Carlson Investment Group Inc | 33,895 | $11.1M | 1.77% | −1,901−5.3% | Reduced |
| Allen Capital Group, LLC | 33,826 | $11.1M | 0.91% | −14,008−29.3% | Reduced |
| Indiana Trust & Investment Management CO | 33,768 | $11.1M | 3.02% | +681+2.1% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 33,759 | $11.1M | 0.45% | +183+0.5% | Added |
| Excalibur Management Corp | 33,718 | $11.0M | 3.64% | −254−0.7% | Reduced |
| Intact Investment Management Inc. | 33,700 | $11.0M | 0.31% | −11,000−24.6% | Reduced |
| BOCHK Asset Management Ltd | 33,700 | $11.0M | 1.74% | +16,600+97.1% | Added |
| Bill Few Associates, Inc. | 33,603 | $11.0M | 2.35% | −615−1.8% | Reduced |