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 |
|---|---|---|---|---|---|
| Nikulski Financial, Inc. | 33,597 | $11.0M | 2.37% | +135+0.4% | Added |
| Focus Financial Network, Inc. | 33,578 | $11.0M | 0.34% | +1,841+5.8% | Added |
| Clarity Wealth Advisors, LLC | 33,494 | $11.0M | 1.93% | −153−0.5% | Reduced |
| Prevail Innovative Wealth Advisors, LLC | 33,415 | $10.9M | 1.63% | +8,387+33.5% | Added |
| MSH Capital Advisors LLC | 33,369 | $10.9M | 1.90% | +4,893+17.2% | Added |
| Udine Wealth Management, Inc. | 33,307 | $10.9M | 4.54% | +484+1.5% | Added |
| Violich Capital Management, Inc. | 33,302 | $10.9M | 1.19% | +5,120+18.2% | Added |
| Rockline Wealth Management, LLC | 33,212 | $10.9M | 2.08% | −1,143−3.3% | Reduced |
| Avestar Capital, LLC | 33,125 | $10.8M | 0.64% | −201−0.6% | Reduced |
| Paradigm Financial Partners, LLC | 33,061 | $10.8M | 0.98% | +5,021+17.9% | Added |
| Kentucky Farm Bureau Mutual Insurance Co | 33,000 | $10.8M | 3.00% | 00.0% | Unchanged |
| Founders Capital Management | 32,950 | $10.8M | 4.67% | +120+0.4% | Added |
| Somerset Trust Co | 32,949 | $10.8M | 3.05% | +43+0.1% | Added |
| Charles Schwab Trust Co | 32,921 | $10.8M | 0.60% | +2,689+8.9% | Added |
| Aquatic Capital Management LLC | 32,830 | $10.7M | 0.37% | +2,269+7.4% | Added |
| 1248 Management, LLC | 32,729 | $10.7M | 4.19% | 00.0% | Unchanged |
| Core Alternative Capital | 32,712 | $10.7M | 3.20% | −3,001−8.4% | Reduced |
| Cooper Capital Advisors LLC | 32,690 | $10.7M | 4.64% | +1,596+5.1% | Added |
| Guyasuta Investment Advisors Inc | 32,545 | $10.7M | 0.55% | +59+0.2% | Added |
| Sentinus, LLC | 32,442 | $10.6M | 0.85% | +1,744+5.7% | Added |
| CoreCap Advisors, LLC | 32,313 | $10.6M | 0.31% | +1,389+4.5% | Added |
| Great Lakes Retirement, Inc. | 32,198 | $10.5M | 0.94% | +1,313+4.3% | Added |
| Boston Research & Management Inc | 32,195 | $10.5M | 2.33% | −169−0.5% | Reduced |
| SeaBridge Investment Advisors LLC | 32,167 | $10.5M | 1.52% | +92+0.3% | Added |
| Cove Private Wealth, LLC | 32,121 | $10.5M | 2.03% | +868+2.8% | Added |
| Bell & Brown Wealth Advisors, LLC | 32,120 | $10.5M | 3.18% | −228−0.7% | Reduced |
| Philadelphia Trust Co | 32,064 | $10.5M | 0.67% | −1,135−3.4% | Reduced |
| Chapin Davis, Inc. | 31,933 | $10.5M | 1.84% | +512+1.6% | Added |
| Little House Capital LLC | 31,858 | $10.4M | 2.34% | +462+1.5% | Added |
| McBroom & Associates, LLC | 31,851 | $10.4M | 5.24% | +133+0.4% | Added |
| Greenwood Capital Associates LLC | 31,815 | $10.4M | 1.02% | −1,394−4.2% | Reduced |
| Columbia Asset Management | 31,797 | $10.4M | 1.81% | −1,286−3.9% | Reduced |
| Oxford Financial Group Ltd | 31,778 | $10.4M | 0.53% | −13,037−29.1% | Reduced |
| Capital Asset Advisory Services LLC | 31,760 | $10.4M | 0.38% | +1,424+4.7% | Added |
| Patriot Financial Group Insurance Agency, LLC | 31,761 | $10.4M | 1.07% | −34,019−51.7% | Reduced |
| Jacobs Levy Equity Management, Inc | 31,735 | $10.4M | 0.04% | −1,978−5.9% | Reduced |
| Mattern Capital Management, LLC | 31,711 | $10.4M | 1.21% | +26,516+510.4% | Added |
| Addison Capital Co | 31,707 | $10.4M | 1.70% | +774+2.5% | Added |
| Bedel Financial Consulting, Inc. | 31,680 | $10.4M | 0.99% | +180+0.6% | Added |
| Mirova US LLC | 31,658 | $10.4M | 0.11% | +31,658 | New |
| Brown Shipley& Co Ltd | 31,601 | $10.3M | 5.36% | +524+1.7% | Added |
| JT Stratford LLC | 31,571 | $10.3M | 1.13% | +1,008+3.3% | Added |
| Kestra Investment Management, LLC | 31,368 | $10.3M | 0.20% | +8,072+34.6% | Added |
| LVW Advisors, LLC | 31,362 | $10.3M | 0.89% | −15,490−33.1% | Reduced |
| Summerhill Capital Management lnc. | 31,239 | $10.2M | 8.16% | −735−2.3% | Reduced |
| Evexia Wealth LLC | 28,967 | $10.2M | 2.76% | +42+0.1% | Added |
| PFG Advisors | 31,203 | $10.2M | 0.51% | −5,592−15.2% | Reduced |
| Advocate Group LLC | 31,195 | $10.2M | 1.54% | −2,149−6.4% | Reduced |
| Founders Financial Alliance, LLC | 31,144 | $10.2M | 1.35% | +281+0.9% | Added |
| HCR Wealth Advisors | 31,113 | $10.2M | 0.91% | +133+0.4% | Added |
| Leuthold Group, LLC | 31,099 | $10.2M | 1.02% | −1,626−5.0% | Reduced |
| Berkshire Bank | 31,087 | $10.2M | 1.94% | −1,114−3.5% | Reduced |
| DCM Advisors, LLC | 31,070 | $10.2M | 4.02% | +1,125+3.8% | Added |
| Ninety One North America, Inc. | 31,011 | $10.2M | 0.48% | 00.0% | Unchanged |
| Concord Wealth Partners | 30,997 | $10.1M | 1.16% | +224+0.7% | Added |
| Kovitz Investment Group Partners, LLC | 30,991 | $10.1M | 0.22% | −55,099−64.0% | Reduced |
| Ironvine Capital Partners, LLC | 30,971 | $10.1M | 0.94% | 00.0% | Unchanged |
| Manhattan West Asset Management, LLC | 30,920 | $10.1M | 1.69% | +1,596+5.4% | Added |
| Advanced Asset Management Advisors Inc | 30,913 | $10.1M | 2.66% | −65−0.2% | Reduced |
| NTV Asset Management LLC | 30,902 | $10.1M | 0.99% | −155−0.5% | Reduced |
| Grove Bank & Trust | 30,891 | $10.1M | 1.00% | +507+1.7% | Added |
| Palmer Knight Co | 30,797 | $10.1M | 3.88% | +4,181+15.7% | Added |
| Everett Harris & Co | 30,793 | $10.1M | 0.12% | +2,844+10.2% | Added |
| Abbot Financial Management, Inc. | 30,787 | $10.1M | 3.70% | +37+0.1% | Added |
| Field & Main Bank | 30,773 | $10.1M | 2.08% | −150−0.5% | Reduced |
| Palumbo Wealth Management LLC | 30,682 | $10.0M | 2.13% | −44−0.1% | Reduced |
| Essex LLC | 30,678 | $10.0M | 1.52% | −2,114−6.4% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 30,629 | $10.0M | 1.23% | −96−0.3% | Reduced |
| Chemung Canal Trust Co | 30,577 | $10.0M | 1.85% | −119−0.4% | Reduced |
| Phillips Financial Management, LLC | 30,532 | $9.99M | 0.73% | +192+0.6% | Added |
| Titan Wealth (CI) Ltd | 30,527 | $9.99M | 3.71% | +1,406+4.8% | Added |
| Platform Technology Partners | 30,506 | $9.99M | 1.63% | −785−2.5% | Reduced |
| Mandatum Life Insurance Co Ltd | 30,502 | $9.98M | 1.85% | 00.0% | Unchanged |
| Alpha Omega Wealth Management LLC | 30,491 | $9.98M | 1.52% | −718−2.3% | Reduced |
| Kera Capital Partners, Inc. | 30,436 | $9.96M | 0.96% | +1,773+6.2% | Added |
| MSA Advisors, LLC | 30,400 | $9.95M | 2.56% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 30,379 | $9.94M | 0.03% | +5,600+22.6% | Added |
| National Philanthropic Trust | 30,367 | $9.94M | 0.14% | +9,033+42.3% | Added |
| Patten Group, Inc. | 30,366 | $9.94M | 1.55% | +24+0.1% | Added |
| DF Dent & Co Inc | 30,347 | $9.93M | 0.19% | +678+2.3% | Added |
| Amica Mutual Insurance Co | 30,347 | $9.93M | 0.83% | −1,361−4.3% | Reduced |
| Frec Markets, Inc. | 30,327 | $9.93M | 0.89% | +8,023+36.0% | Added |
| American Trust | 30,269 | $9.91M | 0.76% | −2,654−8.1% | Reduced |
| Sage Mountain Advisors LLC | 30,247 | $9.90M | 0.61% | +522+1.8% | Added |
| William B. Walkup & Associates, Inc. | 30,237 | $9.90M | 4.77% | −344−1.1% | Reduced |
| Bell Asset Management Ltd | 30,236 | $9.90M | 2.64% | +737+2.5% | Added |
| Gluskin Sheff & Assoc Inc | 30,235 | $9.90M | 1.52% | 00.0% | Unchanged |
| Wealth Effects LLC | 30,178 | $9.88M | 2.67% | +478+1.6% | Added |
| Allen Holding Inc | 30,000 | $9.82M | 0.97% | 00.0% | Unchanged |
| JBF Capital, Inc. | 30,000 | $9.82M | 1.29% | +25,000+500.0% | Added |
| RDA Financial Network | 29,995 | $9.82M | 2.14% | +200+0.7% | Added |
| Checchi Capital Advisers, LLC | 29,988 | $9.82M | 0.62% | −256−0.8% | Reduced |
| First Interstate Bank | 29,970 | $9.81M | 0.51% | +446+1.5% | Added |
| E Fund Management Co., Ltd. | 29,956 | $9.81M | 0.22% | +1,973+7.1% | Added |
| R.m.sincerbeaux Capital Management LLC | 29,870 | $9.78M | 5.20% | 00.0% | Unchanged |
| Trust Asset Management LLC | 29,854 | $9.77M | 0.61% | −1,352−4.3% | Reduced |
| Hayek Kallen Investment Management | 29,852 | $9.77M | 2.96% | +291+1.0% | Added |
| Sandhill Capital Partners LLC | 29,817 | $9.76M | 0.79% | −112−0.4% | Reduced |
| Hixon Zuercher, LLC | 29,750 | $9.74M | 2.86% | −435−1.4% | Reduced |
| Capital Investment Advisory Services, LLC | 29,679 | $9.71M | 0.60% | +2,280+8.3% | Added |