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 |
|---|---|---|---|---|---|
| Huntleigh Advisors, Inc. | 21,618 | $7.08M | 0.99% | +523+2.5% | Added |
| Left Brain Wealth Management, LLC | 21,616 | $7.08M | 2.13% | −24−0.1% | Reduced |
| TRUE Private Wealth Advisors | 21,606 | $7.07M | 0.61% | −819−3.7% | Reduced |
| Brady Family Wealth, LLC | 21,534 | $7.05M | 2.03% | +1,129+5.5% | Added |
| Missouri Trust & Investment Co | 20,032 | $7.05M | 1.91% | +434+2.2% | Added |
| O'Rourke & Company, Inc | 21,517 | $7.04M | 2.46% | −169−0.8% | Reduced |
| Cane Capital Partners, LLC | 21,510 | $7.04M | 2.83% | −1,411−6.2% | Reduced |
| Convergence Financial, LLC | 21,503 | $7.04M | 0.56% | +10,180+89.9% | Added |
| Pine Ridge Advisers LLC | 21,500 | $7.04M | 0.43% | 00.0% | Unchanged |
| Consolidated Portfolio Review Corp | 21,500 | $7.04M | 0.59% | 00.0% | Unchanged |
| Marks Group Wealth Management, Inc | 21,463 | $7.03M | 0.61% | +669+3.2% | Added |
| Mountain Pacific Investment Advisers Inc | 21,421 | $7.01M | 1.10% | +281+1.3% | Added |
| Finer Wealth Management, Inc. | 21,352 | $6.99M | 3.12% | +180+0.9% | Added |
| Eagle Capital Management, LLC | 21,312 | $6.98M | 2.38% | −297−1.4% | Reduced |
| Peloton Wealth Strategists | 21,285 | $6.97M | 2.58% | −300−1.4% | Reduced |
| AustralianSuper Pty Ltd | 21,257 | $6.96M | 0.03% | −73,303−77.5% | Reduced |
| Hunter Perkins Capital Management, LLC | 21,252 | $6.96M | 1.56% | +1,967+10.2% | Added |
| McRae Capital Management Inc | 21,227 | $6.95M | 1.37% | −700−3.2% | Reduced |
| Aureus Asset Management, LLC | 21,189 | $6.94M | 0.42% | +907+4.5% | Added |
| Carrera Capital Advisors | 21,175 | $6.93M | 1.03% | +172+0.8% | Added |
| Marathon Capital Management | 21,166 | $6.93M | 1.40% | +54+0.3% | Added |
| Seascape Capital Management | 21,106 | $6.91M | 1.66% | +17+0.1% | Added |
| Delta Financial Advisors LLC | 21,085 | $6.90M | 1.64% | −40.0% | Reduced |
| Vertrix Wealth Management, LLC | 21,084 | $6.90M | 2.32% | +98+0.5% | Added |
| Carnegie Lake Advisors LLC | 21,064 | $6.89M | 2.57% | −100−0.5% | Reduced |
| Waldron Private Wealth LLC | 21,060 | $6.89M | 0.24% | −360−1.7% | Reduced |
| Wynn Capital, LLC | 21,051 | $6.89M | 3.08% | −58−0.3% | Reduced |
| Bank of Stockton | 21,037 | $6.89M | 1.93% | −690−3.2% | Reduced |
| Alberta Investment Management Corp | 21,000 | $6.87M | 0.04% | 00.0% | Unchanged |
| TMB Capital Partners, LLC | 20,995 | $6.87M | 2.14% | −344−1.6% | Reduced |
| TownSquare Capital, LLC | 20,982 | $6.87M | 1.26% | +810+4.0% | Added |
| Second Line Capital, LLC | 20,969 | $6.86M | 1.28% | −658−3.0% | Reduced |
| Capital City Trust Co | 20,968 | $6.86M | 1.42% | +611+3.0% | Added |
| BKM Wealth Management, LLC | 20,960 | $6.86M | 2.43% | +1,505+7.7% | Added |
| Montchanin Asset Management, LLC | 20,945 | $6.86M | 6.99% | −2,002−8.7% | Reduced |
| BankPlus Trust Department | 20,940 | $6.85M | 1.60% | +957+4.8% | Added |
| Butensky & Cohen Financial Security, Inc | 20,934 | $6.85M | 1.70% | −274−1.3% | Reduced |
| Signet Investment Advisory Group, Inc. | 20,910 | $6.84M | 3.01% | −169−0.8% | Reduced |
| Novem Group | 20,907 | $6.84M | 0.69% | +18+0.1% | Added |
| Signature Estate & Investment Advisors LLC | 20,882 | $6.84M | 0.12% | −3,725−15.1% | Reduced |
| Synergy Financial Management, LLC | 20,798 | $6.81M | 0.64% | +1,193+6.1% | Added |
| Advyzon Investment Management, LLC | 20,794 | $6.81M | 0.49% | +2,992+16.8% | Added |
| Home Federal Bank of Tennessee | 20,790 | $6.81M | 1.47% | +2,093+11.2% | Added |
| Grandfield & Dodd, LLC | 20,774 | $6.80M | 0.36% | +30+0.1% | Added |
| Studio Investment Management LLC | 20,738 | $6.79M | 1.15% | −243−1.2% | Reduced |
| Hudock, Inc. | 20,732 | $6.79M | 0.87% | −1,262−5.7% | Reduced |
| Souders Financial Advisors | 20,730 | $6.79M | 0.68% | −95−0.5% | Reduced |
| Monarch Capital Management Inc | 20,695 | $6.77M | 1.55% | +145+0.7% | Added |
| Perpetual Ltd | 20,652 | $6.76M | 0.10% | +4,555+28.3% | Added |
| Hallmark Capital Management Inc | 20,642 | $6.76M | 0.39% | +146+0.7% | Added |
| SBI Securities Co., Ltd. | 20,636 | $6.75M | 0.15% | −1,252−5.7% | Reduced |
| Aspen Investment Management Inc | 20,540 | $6.72M | 1.81% | +36+0.2% | Added |
| Asset One Wealth Management LLC | 19,371 | $6.72M | 0.71% | +948+5.1% | Added |
| Wasatch Advisors Inc | 20,510 | $6.71M | 0.04% | −164−0.8% | Reduced |
| Advisory Alpha, LLC | 20,476 | $6.70M | 0.16% | +6,910+50.9% | Added |
| Wittenberg Investment Management, Inc. | 20,543 | $6.69M | 2.29% | −27−0.1% | Reduced |
| KPP Advisory Services LLC | 20,441 | $6.69M | 0.85% | +1,156+6.0% | Added |
| Connable Office Inc | 20,425 | $6.69M | 0.59% | +219+1.1% | Added |
| Massachusetts Wealth Management | 20,405 | $6.68M | 2.54% | −40−0.2% | Reduced |
| Regatta Capital Group, LLC | 20,396 | $6.68M | 0.90% | −3,822−15.8% | Reduced |
| OneAscent Financial Services LLC | 20,326 | $6.65M | 0.32% | −372−1.8% | Reduced |
| Excelsior Advisor Network LLC | 20,287 | $6.64M | 0.88% | +14,807+270.2% | Added |
| Acropolis Investment Management, LLC | 20,265 | $6.63M | 0.26% | −11−0.1% | Reduced |
| Owen LaRue, LLC | 20,259 | $6.63M | 2.31% | −8,054−28.4% | Reduced |
| Ritter Daniher Financial Advisory LLC | 20,232 | $6.62M | 1.01% | −173−0.8% | Reduced |
| Vestor Capital, LLC | 85,741 | $6.61M | 0.56% | −94,386−52.4% | Reduced |
| Pinnacle Bancorp, Inc. | 20,184 | $6.61M | 1.72% | −27−0.1% | Reduced |
| Paradigm Asset Management Co LLC | 20,150 | $6.60M | 1.41% | −9,241−31.4% | Reduced |
| Impact Capital Partners LLC | 20,144 | $6.59M | 1.80% | +236+1.2% | Added |
| Intellectus Partners, LLC | 20,134 | $6.59M | 1.14% | +317+1.6% | Added |
| Wakefield Asset Management LLLP | 20,132 | $6.59M | 1.48% | +156+0.8% | Added |
| Tyche Wealth Partners LLC | 20,119 | $6.59M | 0.92% | −15−0.1% | Reduced |
| Ocean Capital Management, LLC | 20,101 | $6.58M | 1.22% | +31+0.2% | Added |
| WD Rutherford LLC | 20,056 | $6.56M | 2.38% | −342−1.7% | Reduced |
| Trinity Financial Advisors LLC | 20,050 | $6.56M | 1.69% | −145−0.7% | Reduced |
| PW Nova Financial Services LLC | 20,024 | $6.55M | 1.41% | +1,214+6.5% | Added |
| Baypointe Partners LLC | 20,000 | $6.55M | 15.69% | −5,000−20.0% | Reduced |
| Goldstone Financial Group, LLC | 19,997 | $6.55M | 0.60% | +331+1.7% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 19,980 | $6.54M | 0.98% | −272−1.3% | Reduced |
| Zullo Investment Group, Inc. | 19,973 | $6.54M | 2.23% | −761−3.7% | Reduced |
| Nicholas Investment Partners, LP | 19,967 | $6.54M | 0.37% | 00.0% | Unchanged |
| Gold Investment Management Ltd. | 19,913 | $6.52M | 1.77% | −86−0.4% | Reduced |
| Waterloo Capital, L.P. | 19,900 | $6.51M | 0.37% | +1,050+5.6% | Added |
| Triad Wealth Partners, LLC | 18,467 | $6.51M | 0.39% | +1,469+8.6% | Added |
| Adirondack Trust Co | 19,892 | $6.51M | 1.94% | −249−1.2% | Reduced |
| Slagle Financial, LLC | 19,833 | $6.49M | 1.94% | −4,149−17.3% | Reduced |
| Cassaday & Co Wealth Management LLC | 19,805 | $6.48M | 0.12% | +235+1.2% | Added |
| Van Eck Associates Corp | 19,766 | $6.47M | 0.00% | −2,253−10.2% | Reduced |
| Altrius Capital Management Inc | 19,748 | $6.46M | 1.23% | +744+3.9% | Added |
| San Luis Wealth Advisors LLC | 19,696 | $6.45M | 0.97% | +1,528+8.4% | Added |
| Stevens Capital Management LP | 19,690 | $6.45M | 1.55% | −3,585−15.4% | Reduced |
| Ayrshire Capital Management LLC | 19,689 | $6.44M | 3.02% | +144+0.7% | Added |
| Family Management Corp | 19,674 | $6.44M | 0.68% | −185−0.9% | Reduced |
| Nvest Financial, LLC | 19,583 | $6.41M | 2.03% | −142−0.7% | Reduced |
| InvesTrust | 19,579 | $6.41M | 2.47% | −607−3.0% | Reduced |
| Buffalo Business & Estate Services Ltd | – | $6.41M | 0.81% | – | – |
| Patrick M Sweeney & Associates, Inc | 19,568 | $6.41M | 3.68% | −4,057−17.2% | Reduced |
| Headinvest, LLC | 19,554 | $6.40M | 1.19% | +582+3.1% | Added |
| Fischer Financial Services, Inc. | 19,534 | $6.39M | 1.61% | +683+3.6% | Added |
| Gateway Wealth Partners, LLC | 19,528 | $6.39M | 0.38% | −6,215−24.1% | Reduced |