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
Q3 2026 data is still coming in: 13 institutions have reported holding JPM so far. See Q3 2026
- Institutional holders
- 5,157
- +122 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
- 236
- 2,267 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 | 5,103 | $572.1B |
| Q4 2025 | 5,155 | $639.5B |
| Q3 2025 | 4,766 | $618.0B |
| Q2 2025 | 4,753 | $582.4B |
| Q1 2025 | 4,680 | $494.6B |
| Q4 2024 | 4,680 | $490.0B |
| Q3 2024 | 4,216 | $429.4B |
| Q2 2024 | 4,182 | $416.2B |
| Q1 2024 | 4,121 | $414.5B |
| Q4 2023 | 4,002 | $351.8B |
| Q3 2023 | 3,711 | $297.0B |
| Q2 2023 | 3,673 | $297.6B |
| Q1 2023 | 3,613 | $266.3B |
| Q4 2022 | 3,629 | $278.3B |
| Q3 2022 | 3,396 | $212.9B |
| Q2 2022 | 3,428 | $229.3B |
| Q1 2022 | 3,520 | $278.9B |
| Q4 2021 | 3,595 | $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 |
|---|---|---|---|---|---|
| Romano Brothers and Company | 27,161 | $8.89M | 0.89% | +27+0.1% | Added |
| Liberty Capital Management, Inc. | 27,048 | $8.85M | 1.52% | +27,048 | New |
| Arjuna Capital | 27,037 | $8.85M | 1.99% | −5,664−17.3% | Reduced |
| Aspiriant, LLC | 27,003 | $8.84M | 0.22% | +1,579+6.2% | Added |
| SkyOak Wealth, LLC | 26,977 | $8.83M | 1.44% | +267+1.0% | Added |
| Investors Asset Management of Georgia Inc | 26,964 | $8.83M | 3.07% | +124+0.5% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 26,975 | $8.83M | 0.04% | +2,430+9.9% | Added |
| Diversified Enterprises, LLC | 26,872 | $8.80M | 0.43% | −241−0.9% | Reduced |
| Hengehold Capital Management LLC | 26,844 | $8.79M | 0.68% | −128−0.5% | Reduced |
| S-Bank Fund Management Ltd | 26,833 | $8.78M | 1.19% | +2,199+8.9% | Added |
| Empire Financial Management Company, LLC | 26,831 | $8.78M | 3.48% | −12,410−31.6% | Reduced |
| KKM Financial LLC | 26,824 | $8.78M | 1.20% | +2,998+12.6% | Added |
| Cantor Fitzgerald Investment Adviser L.P. | 26,692 | $8.74M | 0.59% | −345−1.3% | Reduced |
| WealthShield Partners, LLC | 26,655 | $8.72M | 1.33% | −4,723−15.1% | Reduced |
| Cornerstone Wealth Management, LLC | 26,626 | $8.72M | 0.37% | −799−2.9% | Reduced |
| Oak Family Advisors, LLC | 26,582 | $8.70M | 2.51% | −563−2.1% | Reduced |
| Brick & Kyle, Associates | 29,578 | $8.70M | 2.87% | 00.0% | Unchanged |
| Hi-Line Capital Management, LLC | 26,580 | $8.70M | 2.45% | −4,061−13.3% | Reduced |
| Mattern Wealth Management LLC | 26,466 | $8.66M | 1.42% | +354+1.4% | Added |
| Covington Investment Advisors Inc. | 26,442 | $8.65M | 1.12% | −1,706−6.1% | Reduced |
| Peddock Capital Advisors, LLC | 26,404 | $8.64M | 1.73% | −19−0.1% | Reduced |
| Sitrin Capital Management LLC | 26,388 | $8.64M | 3.83% | −429−1.6% | Reduced |
| First PREMIER Bank | 26,358 | $8.63M | 1.39% | −95−0.4% | Reduced |
| StrongBox Wealth, LLC | 26,280 | $8.60M | 2.45% | +72+0.3% | Added |
| Relyea Zuckerberg Hanson LLC | 26,260 | $8.60M | 0.72% | +2,561+10.8% | Added |
| Kensington Investment Counsel, LLC | 26,248 | $8.59M | 3.73% | −1,345−4.9% | Reduced |
| BFSG, LLC | 26,235 | $8.59M | 0.76% | −108−0.4% | Reduced |
| Asset Dedication, LLC | 26,184 | $8.57M | 0.54% | −677−2.5% | Reduced |
| Consolidated Capital Management, LLC | 26,183 | $8.57M | 2.29% | +351+1.4% | Added |
| Klingman & Associates, LLC | 26,178 | $8.57M | 0.36% | +384+1.5% | Added |
| BNC Wealth Management, LLC | 26,141 | $8.56M | 2.07% | −178−0.7% | Reduced |
| First Pacific Financial | 26,016 | $8.52M | 1.01% | +1,888+7.8% | Added |
| Investment Research & Advisory Group, Inc. | 25,929 | $8.51M | 2.65% | +55+0.2% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 25,931 | $8.49M | 3.08% | +624+2.5% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 25,922 | $8.49M | 2.25% | +143+0.6% | Added |
| Pinnacle Wealth Planning Services, Inc. | 25,898 | $8.48M | 0.81% | −181−0.7% | Reduced |
| Hohimer Wealth Management, LLC | 25,882 | $8.47M | 0.87% | +558+2.2% | Added |
| Sagewood Asset Management LP | 25,880 | $8.47M | 1.92% | +2,284+9.7% | Added |
| Montecito Bank & Trust | 25,861 | $8.47M | 1.27% | +161+0.6% | Added |
| Graves-Light Private Wealth Management, Inc. | 25,815 | $8.45M | 0.79% | −473−1.8% | Reduced |
| Marble Wealth, LLC | 25,738 | $8.42M | 1.29% | +180+0.7% | Added |
| LJI Wealth Management, LLC | 25,675 | $8.40M | 1.18% | +212+0.8% | Added |
| Old Port Advisors | 25,672 | $8.40M | 1.66% | +394+1.6% | Added |
| Uncommon Cents Investing LLC | 25,630 | $8.39M | 1.82% | −50.0% | Reduced |
| Catalyst Funds Management Pty Ltd | 25,600 | $8.38M | 0.47% | +11,307+79.1% | Added |
| Strategic Blueprint, LLC | 25,519 | $8.35M | 0.42% | +225+0.9% | Added |
| Ethos Financial Group, LLC | 24,341 | $8.34M | 0.56% | −1,008−4.0% | Reduced |
| Delta Capital Management LLC | 25,455 | $8.33M | 3.84% | +1,020+4.2% | Added |
| Bank of New Hampshire | 25,431 | $8.32M | 1.74% | −512−2.0% | Reduced |
| Abundance Wealth Counselors | 25,347 | $8.30M | 0.54% | +11,177+78.9% | Added |
| Alta Capital Management LLC | 25,346 | $8.30M | 0.62% | −423−1.6% | Reduced |
| Northwest Bancshares, Inc. | 25,331 | $8.29M | 1.49% | +369+1.5% | Added |
| Aprio Wealth Management, LLC | 25,329 | $8.29M | 0.41% | −92−0.4% | Reduced |
| Cigna Investments Inc | 25,303 | $8.28M | 1.08% | −593−2.3% | Reduced |
| Pacifica Partners Inc. | 24,766 | $8.28M | 2.50% | −295−1.2% | Reduced |
| Am Investment Strategies LLC | 25,257 | $8.27M | 1.59% | −745−2.9% | Reduced |
| Arvest Investments, Inc. | 25,203 | $8.25M | 1.00% | +1,450+6.1% | Added |
| Krilogy Financial LLC | 25,202 | $8.25M | 0.24% | +1,455+6.1% | Added |
| Sompo Asset Management Co., Ltd. | 25,141 | $8.23M | 1.35% | −840−3.2% | Reduced |
| Covenant Asset Management, LLC | 25,140 | $8.23M | 1.46% | −765−3.0% | Reduced |
| Cambria Investment Management, L.P. | 25,098 | $8.22M | 0.41% | +10,188+68.3% | Added |
| Mirae Asset Securities (USA) Inc. | 25,083 | $8.21M | 0.37% | +25,083 | New |
| Arlington Financial Advisors, LLC | 25,081 | $8.21M | 1.04% | +57+0.2% | Added |
| Rowland & Co Investment Counsel | 25,078 | $8.21M | 1.50% | −729−2.8% | Reduced |
| Marex Group plc | 25,055 | $8.20M | 0.06% | −322,629−92.8% | Reduced |
| Mission Creek Capital Partners, Inc. | 46,062 | $8.19M | 1.44% | +3,032+7.0% | Added |
| Eos Management, L.P. | 25,000 | $8.18M | 3.24% | 00.0% | Unchanged |
| Atlas Wealth LLC | 24,980 | $8.18M | 1.17% | −227−0.9% | Reduced |
| Socorro Asset Management LP | 24,930 | $8.16M | 3.66% | −882−3.4% | Reduced |
| Hennessy Advisors Inc | 24,900 | $8.15M | 0.26% | −400−1.6% | Reduced |
| Citizens Business Bank | 24,882 | $8.14M | 1.23% | −37−0.1% | Reduced |
| Wright Investors Service Inc | 24,858 | $8.14M | 2.22% | −363−1.4% | Reduced |
| Q Capital Solutions | 24,813 | $8.12M | 3.92% | −5,815−19.0% | Reduced |
| Third View Private Wealth, LLC | 24,775 | $8.11M | 1.00% | +512+2.1% | Added |
| Formidable Asset Management, LLC | 27,555 | $8.11M | 1.29% | +656+2.4% | Added |
| Brown, Lisle/Cummings, Inc. | 24,747 | $8.10M | 1.82% | −19−0.1% | Reduced |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 24,719 | $8.09M | 0.09% | −124,079−83.4% | Reduced |
| Scott & Selber, Inc. | 24,698 | $8.08M | 1.71% | −70.0% | Reduced |
| Family Legacy, Inc. | 24,668 | $8.07M | 2.15% | −141−0.6% | Reduced |
| Dudley Capital Management, LLC | 24,573 | $8.04M | 3.22% | +10.0% | Added |
| Joseph Group Capital Management | 24,543 | $8.03M | 1.69% | +498+2.1% | Added |
| Midwest Professional Planners, LTD. | 24,533 | $8.03M | 1.57% | −1,315−5.1% | Reduced |
| Benin Management CORP | 24,531 | $8.03M | 1.63% | +205+0.8% | Added |
| Strategic Financial Services, Inc, | 24,505 | $8.02M | 0.35% | −284−1.1% | Reduced |
| Ables, Iannone, Moore & Associates, Inc. | 24,495 | $8.02M | 4.27% | −308−1.2% | Reduced |
| Symphony Financial, Ltd. Co. | 24,316 | $8.00M | 0.88% | −1,881−7.2% | Reduced |
| Stony Point Wealth Management Inc. | 24,432 | $8.00M | 2.83% | −461−1.9% | Reduced |
| Agp Franklin, LLC | 24,405 | $7.99M | 3.46% | +568+2.4% | Added |
| MONECO Advisors, LLC | 24,394 | $7.98M | 0.49% | +4,219+20.9% | Added |
| Kovack Advisors, Inc. | 24,034 | $7.97M | 0.38% | −1,236−4.9% | Reduced |
| Edgestream Partners, L.P. | 24,323 | $7.96M | 0.24% | +16,119+196.5% | Added |
| Armis Advisers, LLC | 23,533 | $7.95M | 0.73% | +1,154+5.2% | Added |
| Roberts Wealth Advisors, LLC | 24,239 | $7.93M | 1.80% | −287−1.2% | Reduced |
| Harbor Advisors LLC | 24,148 | $7.90M | 0.99% | 00.0% | Unchanged |
| Boyer & Corporon Wealth Management, LLC | 24,146 | $7.90M | 2.31% | −3,763−13.5% | Reduced |
| Mechanics Financial Corp | 24,120 | $7.90M | 2.82% | +443+1.9% | Added |
| Cherokee Insurance Co | 24,010 | $7.86M | 3.03% | 00.0% | Unchanged |
| Bretton Capital Management, LLC | 24,000 | $7.86M | 6.27% | 00.0% | Unchanged |
| Atlas Brown,Inc. | 23,967 | $7.85M | 2.11% | −185−0.8% | Reduced |
| Agate Pass Investment Management, LLC | 23,958 | $7.84M | 2.89% | −2,513−9.5% | Reduced |