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 |
|---|---|---|---|---|---|
| Monetary Management Group Inc | 23,885 | $7.82M | 1.61% | −450−1.8% | Reduced |
| Arrow Financial Corp | 23,826 | $7.80M | 0.70% | −581−2.4% | Reduced |
| Legacy Trust | 23,810 | $7.79M | 1.38% | −494−2.0% | Reduced |
| Skylands Capital, LLC | 23,785 | $7.79M | 0.96% | −1,600−6.3% | Reduced |
| Caliber Wealth Management, LLC | 23,778 | $7.78M | 0.75% | −36−0.2% | Reduced |
| United Advisor Group, LLC | 23,759 | $7.78M | 0.83% | +753+3.3% | Added |
| Catalyst Financial Partners LLC | 23,719 | $7.76M | 0.77% | +1,049+4.6% | Added |
| Paradiem, LLC | 23,716 | $7.76M | 1.67% | −11,458−32.6% | Reduced |
| Icon Advisers Inc | 23,680 | $7.75M | 1.46% | 00.0% | Unchanged |
| Martin Capital Partners, LLC | 23,678 | $7.75M | 2.85% | +231+1.0% | Added |
| Crystal Rock Capital Management | 23,668 | $7.75M | 3.95% | 00.0% | Unchanged |
| SGL Investment Advisors, Inc. | 21,529 | $7.75M | 2.67% | +457+2.2% | Added |
| Hudson Capital Management LLC | 23,625 | $7.73M | 1.87% | −206−0.9% | Reduced |
| Winch Advisory Services, LLC | 23,603 | $7.73M | 1.60% | −343−1.4% | Reduced |
| Morton Community Bank | 23,580 | $7.72M | 1.57% | −55−0.2% | Reduced |
| Dean Investment Associates, LLC | 23,558 | $7.71M | 1.01% | −1,223−4.9% | Reduced |
| Bridgewater Associates, LP | 23,548 | $7.71M | 0.03% | +23,548 | New |
| Cliftonlarsonallen Wealth Advisors, LLC | 23,541 | $7.71M | 0.10% | +2,765+13.3% | Added |
| Capital Performance Advisors LLP | 23,519 | $7.70M | 0.50% | −4,232−15.2% | Reduced |
| Sheets Smith Wealth Management | 23,451 | $7.68M | 0.77% | −38−0.2% | Reduced |
| Rockport Wealth LLC | 23,443 | $7.67M | 1.29% | 00.0% | Unchanged |
| DLK Investment Management, LLC | 37,931 | $7.67M | 3.30% | +7,530+24.8% | Added |
| Greenfield Savings Bank | 23,408 | $7.66M | 2.91% | −135−0.6% | Reduced |
| Advisor OS, LLC | 23,396 | $7.66M | 0.51% | +94+0.4% | Added |
| Pavion Blue Capital, LLC | 23,056 | $7.65M | 3.08% | −40−0.2% | Reduced |
| Trinity Legacy Partners, LLC | 22,274 | $7.64M | 1.53% | −763−3.3% | Reduced |
| Evergreen Private Wealth LLC | 23,343 | $7.64M | 2.83% | +415+1.8% | Added |
| Triangle Securities Wealth Management | 23,316 | $7.63M | 1.52% | −175−0.7% | Reduced |
| McKinley Carter Wealth Services, Inc. | 23,301 | $7.63M | 0.39% | +427+1.9% | Added |
| S&CO Inc | 23,285 | $7.62M | 0.44% | −650−2.7% | Reduced |
| Jacobs Equity LLC | 23,273 | $7.62M | 5.26% | +21,254+1,052.7% | Added |
| HGK Asset Management Inc | 23,260 | $7.61M | 1.04% | −4,628−16.6% | Reduced |
| Prudent Man Advisors, LLC | 23,210 | $7.60M | 1.74% | +2,361+11.3% | Added |
| Commonwealth Retirement Investments LLC | 23,201 | $7.59M | 2.06% | −14,001−37.6% | Reduced |
| Rosenblum Silverman Sutton S F Inc | 23,195 | $7.59M | 1.82% | −230−1.0% | Reduced |
| Sentinel Trust Co Lba | 23,166 | $7.58M | 0.67% | −2,459−9.6% | Reduced |
| Spirit of America Management Corp | 23,092 | $7.56M | 1.42% | 00.0% | Unchanged |
| Mount Vernon Associates Inc | 23,084 | $7.56M | 4.93% | −1,560−6.3% | Reduced |
| EPG Wealth Management LLC | 23,059 | $7.55M | 1.81% | +2,246+10.8% | Added |
| Gilliland Jeter Wealth Management LLC | 23,018 | $7.53M | 1.97% | −313−1.3% | Reduced |
| Shoker Investment Counsel, Inc. | 23,011 | $7.53M | 1.89% | +1,191+5.5% | Added |
| Enhancing Capital LLC | 23,000 | $7.53M | 5.18% | 00.0% | Unchanged |
| Green Square Capital Advisors LLC | 22,985 | $7.52M | 0.70% | +316+1.4% | Added |
| Blue Edge Capital, LLC | 22,972 | $7.52M | 0.91% | −96−0.4% | Reduced |
| Virginia Wealth Management Group, Inc. | 22,945 | $7.51M | 3.74% | −50.0% | Reduced |
| IMA Wealth, Inc. | 22,933 | $7.51M | 0.47% | +2,002+9.6% | Added |
| Howard Capital Management Inc. | 22,919 | $7.50M | 0.09% | +10,014+77.6% | Added |
| Leelyn Smith, LLC | 22,894 | $7.49M | 0.91% | −83−0.4% | Reduced |
| River Street Advisors LLC | 22,875 | $7.49M | 2.21% | +398+1.8% | Added |
| Northern Oak Wealth Management Inc | 22,859 | $7.48M | 0.85% | −706−3.0% | Reduced |
| Malaga Cove Capital, LLC | 22,793 | $7.46M | 2.38% | −226−1.0% | Reduced |
| Generali Investments, Management Co LLC | 22,788 | $7.46M | 1.62% | +9,915+77.0% | Added |
| TigerOak Management, L.L.C. | 22,761 | $7.45M | 2.09% | +86+0.4% | Added |
| Kentucky Trust Co | 22,724 | $7.44M | 3.58% | +1,300+6.1% | Added |
| Curbstone Financial Management Corp | 22,720 | $7.44M | 1.27% | +1,300+6.1% | Added |
| Nichols & Pratt Advisers LLP | 22,707 | $7.43M | 0.45% | +110.0% | Added |
| Silvant Capital Management LLC | 22,697 | $7.43M | 0.22% | 00.0% | Unchanged |
| Gradient Capital Advisors, LLC | 22,691 | $7.43M | 1.72% | +19+0.1% | Added |
| Ramirez Asset Management, Inc. | 22,689 | $7.43M | 0.77% | −40.0% | Reduced |
| Concentric Capital Strategies, LP | 22,684 | $7.43M | 0.46% | +16,142+246.7% | Added |
| Royal Capital Wealth Management, LLC | 22,671 | $7.42M | 4.17% | +59+0.3% | Added |
| Sax Wealth Advisors, LLC | 25,214 | $7.42M | 0.30% | +2,979+13.4% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 22,655 | $7.42M | 2.31% | −1,234−5.2% | Reduced |
| Fragasso Group Inc. | 22,558 | $7.38M | 0.39% | +287+1.3% | Added |
| Gerber Kawasaki Wealth & Investment Management | 22,544 | $7.38M | 0.20% | −479−2.1% | Reduced |
| Markowski Investments | 22,514 | $7.37M | 1.62% | +22,514 | New |
| Maltese Capital Management LLC | 22,500 | $7.36M | 1.34% | +4,193+22.9% | Added |
| NatWest Group plc | 22,476 | $7.36M | 1.31% | −14−0.1% | Reduced |
| Cohen Investment Advisors LLC | 22,444 | $7.35M | 3.29% | −403−1.8% | Reduced |
| Entropy Technologies, LP | 22,416 | $7.34M | 0.29% | +22,416 | New |
| Norway Savings Bank | 22,415 | $7.34M | 3.08% | −388−1.7% | Reduced |
| Mathes Company, Inc. | 22,388 | $7.33M | 2.28% | −13−0.1% | Reduced |
| SOA Wealth Advisors, LLC. | 32,007 | $7.29M | 1.23% | −11,299−26.1% | Reduced |
| Catherine Avery Investment Management LLC | 22,241 | $7.28M | 3.18% | −42−0.2% | Reduced |
| Bell Bank | 22,218 | $7.27M | 0.28% | +1,517+7.3% | Added |
| Sterling Investment Advisors, Ltd. | 22,209 | $7.27M | 1.21% | −1,038−4.5% | Reduced |
| Harbor Advisory Corp | 22,192 | $7.26M | 1.94% | −894−3.9% | Reduced |
| Princeton Capital Management LLC | 22,180 | $7.26M | 1.64% | +662+3.1% | Added |
| Archford Capital Strategies, LLC | 22,153 | $7.25M | 0.73% | −5,941−21.1% | Reduced |
| Trustco Bank Corp N Y | 22,136 | $7.25M | 5.28% | +380+1.7% | Added |
| Peachtree Investment Partners, LLC | 22,114 | $7.24M | 2.32% | −138−0.6% | Reduced |
| Moody National Bank Trust Division | 22,096 | $7.23M | 0.60% | −595−2.6% | Reduced |
| Marest Capital, LLC | 22,050 | $7.22M | 3.59% | +103+0.5% | Added |
| Bright Rock Capital Management, LLC | 22,000 | $7.20M | 1.44% | 00.0% | Unchanged |
| LOM Asset Management Ltd | 21,938 | $7.18M | 1.86% | +178+0.8% | Added |
| NCM Capital Management, LLC | 21,937 | $7.18M | 2.21% | +452+2.1% | Added |
| Hillsdale Investment Management Inc. | 21,922 | $7.18M | 0.16% | −9,210−29.6% | Reduced |
| Daniel Investment Group, Inc. | 21,906 | $7.17M | 4.25% | +21,906 | New |
| Gables Capital Management Inc. | 21,894 | $7.17M | 2.59% | +200+0.9% | Added |
| Scissortail Wealth Management, LLC | 21,868 | $7.16M | 1.38% | −1,576−6.7% | Reduced |
| Perkins Coie Trust Co | 21,810 | $7.14M | 1.18% | −1,212−5.3% | Reduced |
| Doliver Advisors, LP | 21,802 | $7.14M | 1.62% | −25−0.1% | Reduced |
| Strategic Investment Advisors | 21,785 | $7.13M | 0.43% | −575−2.6% | Reduced |
| Dover Advisors, LLC | 22,128 | $7.13M | 2.92% | +283+1.3% | Added |
| VeraBank, N.A. | 21,765 | $7.12M | 1.18% | −418−1.9% | Reduced |
| Umpqua Bank | 21,731 | $7.11M | 1.60% | +528+2.5% | Added |
| Providence Wealth Advisors, LLC | 21,242 | $7.11M | 4.19% | +364+1.7% | Added |
| Beaton Management Co. Inc. | 21,704 | $7.10M | 2.89% | +143+0.7% | Added |
| Abacus Planning Group, Inc. | 21,700 | $7.10M | 0.88% | +166+0.8% | Added |
| Financial Engines Advisors L.L.C. | 21,685 | $7.10M | 0.01% | +278+1.3% | Added |