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 |
|---|---|---|---|---|---|
| Jericho Financial, LLP | 29,658 | $9.71M | 5.03% | +3,863+15.0% | Added |
| GeoWealth Management, LLC | 29,636 | $9.70M | 0.31% | −2,683−8.3% | Reduced |
| Private Wealth Asset Management, LLC | 29,626 | $9.70M | 0.93% | +1,511+5.4% | Added |
| Lineweaver Wealth Advisors, LLC | 29,625 | $9.70M | 1.15% | +1,625+5.8% | Added |
| RPg Family Wealth Advisory, LLC | 29,603 | $9.69M | 1.62% | +472+1.6% | Added |
| Temasek Holdings (Private) Ltd | 29,588 | $9.69M | 0.03% | +29,588 | New |
| Baader Bank INC | 29,584 | $9.68M | 0.79% | −1,063−3.5% | Reduced |
| Amarillo National Bank | 29,568 | $9.68M | 1.55% | 00.0% | Unchanged |
| Beutel, Goodman & Co Ltd. | 29,568 | $9.68M | 0.07% | −1,832−5.8% | Reduced |
| Ausdal Financial Partners, Inc. | 29,524 | $9.66M | 0.38% | +396+1.4% | Added |
| Meiji Yasuda Life Insurance Co | 29,517 | $9.66M | 0.32% | −881−2.9% | Reduced |
| Greystone Financial Group, LLC | 29,508 | $9.66M | 2.70% | −1,094−3.6% | Reduced |
| Bank of Hawaii | 29,487 | $9.65M | 0.48% | −31−0.1% | Reduced |
| Argyle Capital Management Inc. | 29,477 | $9.65M | 2.78% | +48+0.2% | Added |
| Advisortrust Partners, LLC | 29,465 | $9.64M | 3.30% | +1,361+4.8% | Added |
| CX Institutional | 29,458 | $9.64M | 0.28% | −9,255−23.9% | Reduced |
| Hoey Investments, Inc | 29,421 | $9.63M | 1.27% | −276−0.9% | Reduced |
| Heritage Wealth Management, Inc. | 29,383 | $9.62M | 2.40% | −302−1.0% | Reduced |
| Concorde Financial Corp | 29,367 | $9.61M | 7.74% | −79−0.3% | Reduced |
| Patient Capital Management, LLC | 29,360 | $9.61M | 0.32% | −20.0% | Reduced |
| Baugh & Associates, LLC | 29,322 | $9.60M | 4.25% | −2,010−6.4% | Reduced |
| WealthPlan Investment Management, LLC | 29,282 | $9.58M | 0.48% | −885−2.9% | Reduced |
| E&G Advisors, LP | 29,344 | $9.58M | 1.85% | −57−0.2% | Reduced |
| Lake Street Financial LLC | 29,272 | $9.58M | 1.10% | −1,189−3.9% | Reduced |
| MV Capital Management, Inc. | 29,272 | $9.58M | 0.85% | +360+1.2% | Added |
| AdvisorNet Financial, Inc | 29,260 | $9.58M | 0.44% | −5,438−15.7% | Reduced |
| Premier Path Wealth Partners, LLC | 29,243 | $9.57M | 1.10% | +1,365+4.9% | Added |
| Washington Trust Advisors, Inc. | 29,204 | $9.56M | 0.71% | −788−2.6% | Reduced |
| Herold Advisors, Inc. | 29,211 | $9.56M | 1.89% | +309+1.1% | Added |
| RB Capital Management, LLC | 29,173 | $9.55M | 1.87% | −86−0.3% | Reduced |
| Westco Advisory Services Inc | 29,166 | $9.55M | 5.76% | −1,212−4.0% | Reduced |
| High Note Wealth, LLC | 29,150 | $9.54M | 1.63% | +296+1.0% | Added |
| Claudia M.P. Batlle, CRP (R) LLC | 29,085 | $9.52M | 2.84% | +486+1.7% | Added |
| Ironwood Investment Counsel, LLC | 29,069 | $9.52M | 1.25% | +381+1.3% | Added |
| Hamilton Point Investment Advisors, LLC | 29,054 | $9.51M | 1.34% | +71+0.2% | Added |
| KTF Investments, LLC | 29,053 | $9.51M | 0.96% | +2,385+8.9% | Added |
| Dynasty Wealth Management, LLC | 29,047 | $9.51M | 0.07% | −644−2.2% | Reduced |
| Evergreen Wealth Solutions, LLC | 26,149 | $9.49M | 0.50% | +6,805+35.2% | Added |
| Hall Capital Management Co Inc | 29,004 | $9.49M | 2.96% | −398−1.4% | Reduced |
| Shelter Mutual Insurance Co | 29,000 | $9.49M | 2.01% | 00.0% | Unchanged |
| Schmidt P J Investment Management Inc | 28,976 | $9.48M | 1.47% | −29−0.1% | Reduced |
| IFC Advisors LLC | 28,966 | $9.48M | 1.20% | −30.0% | Reduced |
| Coastline Trust Co | 28,950 | $9.48M | 0.84% | +47+0.2% | Added |
| Spirepoint Private Client, LLC | 28,920 | $9.47M | 0.77% | −273−0.9% | Reduced |
| KG&L Capital Management,LLC | 28,885 | $9.46M | 5.63% | −1,067−3.6% | Reduced |
| Cottage Street Advisors LLC | 28,709 | $9.43M | 3.65% | −1,282−4.3% | Reduced |
| MTM Investment Management, LLC | 28,774 | $9.42M | 2.69% | +86+0.3% | Added |
| DRW Securities, LLC | 28,756 | $9.41M | 0.56% | +657+2.3% | Added |
| Hoertkorn Richard Charles | 28,721 | $9.40M | 6.30% | −110−0.4% | Reduced |
| Proficio Capital Partners LLC | 28,707 | $9.40M | 0.34% | +24,373+562.4% | Added |
| White Pine Investment CO | 28,657 | $9.38M | 2.00% | −257−0.9% | Reduced |
| Hartford Financial Management Inc. | 28,642 | $9.38M | 2.09% | −509−1.7% | Reduced |
| Zevenbergen Capital Investments LLC | 28,623 | $9.37M | 0.21% | −370−1.3% | Reduced |
| McDonald Partners LLC | 28,608 | $9.36M | 2.27% | −13,009−31.3% | Reduced |
| Guardian Wealth Advisors, LLC | 28,569 | $9.35M | 0.53% | −23−0.1% | Reduced |
| Smithfield Trust Co | 28,479 | $9.32M | 0.37% | −74−0.3% | Reduced |
| Parisi Gray Wealth Management | 28,459 | $9.32M | 1.91% | −321−1.1% | Reduced |
| Marietta Investment Partners LLC | 28,436 | $9.31M | 1.60% | +85+0.3% | Added |
| Trifecta Capital Advisors, LLC | 28,433 | $9.31M | 1.20% | +110+0.4% | Added |
| Compton Wealth Advisory Group, LLC | 27,851 | $9.30M | 1.88% | −49−0.2% | Reduced |
| Marino, Stram & Associates LLC | 28,402 | $9.30M | 1.48% | −148−0.5% | Reduced |
| Ami Investment Management Inc | 28,379 | $9.29M | 1.97% | −1,098−3.7% | Reduced |
| Change Path, LLC | 28,378 | $9.29M | 0.20% | −2,817−9.0% | Reduced |
| Norden Group LLC | 28,371 | $9.29M | 0.76% | +4,803+20.4% | Added |
| United Bank | 28,348 | $9.28M | 2.82% | −226−0.8% | Reduced |
| Brooks, Moore & Associates, Inc. | 28,264 | $9.25M | 4.15% | +1,400+5.2% | Added |
| Brentview Investment Management LLC | 28,187 | $9.23M | 3.65% | +857+3.1% | Added |
| K.J. Harrison & Partners Inc | 28,155 | $9.22M | 1.31% | −691−2.4% | Reduced |
| Lauterbach Financial Advisors, LLC | 28,147 | $9.21M | 3.96% | +130.0% | Added |
| Texas Bank & Trust Co | 28,131 | $9.21M | 3.02% | +50.0% | Added |
| Lee Danner & Bass Inc | 28,116 | $9.20M | 0.53% | −110.0% | Reduced |
| MCF Advisors LLC | 28,017 | $9.17M | 0.33% | +1,226+4.6% | Added |
| Holderness Investments Co | 28,006 | $9.17M | 1.53% | +657+2.4% | Added |
| Pathway Financial Advisers, LLC | 27,930 | $9.14M | 2.30% | −70.0% | Reduced |
| Codex Capital Asset Management L.L.C. | 28,050 | $9.14M | 3.16% | −9,700−25.7% | Reduced |
| Drucker Wealth 3.0, LLC | 27,905 | $9.13M | 1.44% | +22+0.1% | Added |
| Everhart Financial Group, Inc. | 27,883 | $9.13M | 0.58% | +909+3.4% | Added |
| Nwam LLC | 27,880 | $9.13M | 0.46% | +6,657+31.4% | Added |
| Profund Advisors LLC | 27,853 | $9.12M | 0.25% | −912−3.2% | Reduced |
| Qtron Investments LLC | 27,841 | $9.11M | 1.22% | −3,934−12.4% | Reduced |
| Zhang Financial LLC | 27,780 | $9.09M | 0.27% | +597+2.2% | Added |
| Red Cedar Investment Management, LLC | 27,711 | $9.07M | 0.86% | 00.0% | Unchanged |
| BBR Partners, LLC | 27,621 | $9.04M | 0.42% | −707−2.5% | Reduced |
| Brandywine Oak Private Wealth LLC | 27,611 | $9.04M | 0.69% | +2,430+9.7% | Added |
| Brevan Howard Capital Management LP | 27,599 | $9.03M | 0.13% | −11,717−29.8% | Reduced |
| Indivisible Partners | 27,539 | $9.01M | 0.51% | +6,233+29.3% | Added |
| CMH Wealth Management LLC | 27,516 | $9.01M | 1.37% | +580+2.2% | Added |
| Act Two Investors LLC | 27,491 | $9.00M | 1.82% | 00.0% | Unchanged |
| Consolidated Investment Group LLC | 27,457 | $8.99M | 0.78% | 00.0% | Unchanged |
| Modus Advisors, LLC | 27,432 | $8.98M | 2.22% | +185+0.7% | Added |
| Lincoln Capital LLC | 27,365 | $8.96M | 1.59% | −722−2.6% | Reduced |
| Essex Savings Bank | 27,346 | $8.95M | 1.94% | −138−0.5% | Reduced |
| Sycomore Asset Management | 29,164 | $8.95M | 0.96% | 00.0% | Unchanged |
| Union Heritage Capital, LLC | 27,305 | $8.94M | 3.03% | 00.0% | Unchanged |
| Connecticut Wealth Management, LLC | 27,246 | $8.92M | 0.33% | −38−0.1% | Reduced |
| Myriad Asset Management Advisors LLC | 27,212 | $8.91M | 2.10% | +8,089+42.3% | Added |
| Simon Quick Advisors, LLC | 27,175 | $8.90M | 0.36% | −556−2.0% | Reduced |
| Stone Point Wealth LLC | 27,174 | $8.89M | 2.26% | −1,068−3.8% | Reduced |
| Ameritas Investment Partners, Inc. | 27,168 | $8.89M | 0.24% | −1,265−4.4% | Reduced |
| Concord Asset Management, LLC | 27,164 | $8.89M | 1.38% | −478−1.7% | Reduced |