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: 24 institutions have reported holding JPM so far. See Q3 2026
- Institutional holders
- 5,158
- +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
- 2,268 more added
- Sold out
- 114
- 2,116 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 |
|---|---|---|---|---|---|
| Glen Eagle Advisors, LLC | 19,485 | $6.38M | 0.80% | +2,207+12.8% | Added |
| Trust Point Inc. | 19,482 | $6.38M | 0.54% | −2,740−12.3% | Reduced |
| Winthrop Advisory Group LLC | 19,412 | $6.35M | 0.43% | +923+5.0% | Added |
| Midland Wealth Advisors LLC | 19,399 | $6.35M | 0.30% | −35−0.2% | Reduced |
| Pinkerton Retirement Specialists, LLC | 21,524 | $6.33M | 0.54% | +138+0.6% | Added |
| Huber Capital Management LLC | 19,333 | $6.33M | 0.93% | 00.0% | Unchanged |
| Morangie Management LLC | 19,332 | $6.33M | 5.26% | −103−0.5% | Reduced |
| Winthrop Partners - WNY, LLC | 19,285 | $6.31M | 3.12% | +91+0.5% | Added |
| Mayflower Financial Advisors, LLC | 19,246 | $6.30M | 0.54% | +915+5.0% | Added |
| Highline Wealth Partners LLC | 19,206 | $6.29M | 1.28% | +61+0.3% | Added |
| West Michigan Advisors, LLC | 19,178 | $6.28M | 1.19% | +334+1.8% | Added |
| White Pine Capital LLC | 19,172 | $6.28M | 1.48% | −103−0.5% | Reduced |
| Chesapeake Asset Management LLC | 19,168 | $6.27M | 4.81% | +88+0.5% | Added |
| Quest Investment Management LLC | 19,167 | $6.27M | 0.73% | −7,420−27.9% | Reduced |
| Keel Point, LLC | 19,143 | $6.27M | 0.37% | +1,731+9.9% | Added |
| Banco de Sabadell, S.A | 19,100 | $6.25M | 3.67% | +173+0.9% | Added |
| Castle Rock Wealth Management, LLC | 18,714 | $6.25M | 1.23% | +185+1.0% | Added |
| Peak Planning Group, LLC | 19,098 | $6.25M | 1.41% | −231−1.2% | Reduced |
| Certified Advisory Corp | 19,050 | $6.24M | 0.50% | +70.0% | Added |
| Wills Financial Group LLC | 19,047 | $6.23M | 2.27% | +802+4.4% | Added |
| Processus Wealth & Capital Management, LLC | 19,030 | $6.23M | 3.69% | +20.0% | Added |
| DeDora Capital, Inc. | 19,014 | $6.22M | 1.35% | +406+2.2% | Added |
| Sovran Advisors, LLC | 17,417 | $6.22M | 0.46% | −1,422−7.5% | Reduced |
| Athena Investment Management | 18,980 | $6.21M | 3.68% | −5,294−21.8% | Reduced |
| Vista Investment Management | 18,884 | $6.18M | 1.87% | −226−1.2% | Reduced |
| Viewpoint Investment Partners Corp | 18,250 | $6.18M | 2.13% | +15+0.1% | Added |
| Liberty One Investment Management, LLC | 18,862 | $6.17M | 0.62% | +958+5.4% | Added |
| Pacitti Group Inc. | 18,859 | $6.17M | 1.96% | +1,447+8.3% | Added |
| Dark Forest Capital Management LP | 18,834 | $6.16M | 0.40% | +4,391+30.4% | Added |
| Fire Capital Management LLC | 18,832 | $6.16M | 2.51% | −1,050−5.3% | Reduced |
| Wilkins Investment Counsel Inc | 18,828 | $6.16M | 0.83% | −226−1.2% | Reduced |
| Elyxium Wealth, LLC | 18,810 | $6.16M | 0.65% | +3,591+23.6% | Added |
| Legacy Advisors, LLC | 18,800 | $6.15M | 0.57% | +2,023+12.1% | Added |
| CFS Investment Advisory Services, LLC | 18,389 | $6.15M | 0.41% | −10−0.1% | Reduced |
| Channel Wealth LLC | 18,779 | $6.15M | 1.38% | −2,025−9.7% | Reduced |
| Shrier Wealth Management, LLC | 18,778 | $6.15M | 2.07% | +111+0.6% | Added |
| Valley Brook Capital Group | 18,772 | $6.14M | 3.48% | +258+1.4% | Added |
| Clear Creek Financial Management, LLC | 18,760 | $6.14M | 0.39% | +282+1.5% | Added |
| Wall Street Access Asset Management, LLC | 18,751 | $6.14M | 0.87% | +9,601+104.9% | Added |
| Lincluden Management Ltd | 18,711 | $6.13M | 0.60% | +260+1.4% | Added |
| Altfest L J & Co Inc | 18,682 | $6.12M | 0.59% | −152−0.8% | Reduced |
| Kampmann Melissa S. | 18,640 | $6.10M | 4.61% | −56−0.3% | Reduced |
| Kathmere Capital Management, LLC | 18,627 | $6.10M | 0.32% | +633+3.5% | Added |
| L2 Asset Management, LLC | 18,626 | $6.10M | 0.63% | +541+3.0% | Added |
| Portfolio Design Labs, LLC | 18,613 | $6.09M | 1.00% | −2,827−13.2% | Reduced |
| Schwarz Dygos Wheeler Investment Advisors LLC | 18,608 | $6.09M | 1.16% | −80.0% | Reduced |
| Engineers Gate Manager LP | 18,583 | $6.08M | 0.08% | −14,306−43.5% | Reduced |
| Platt Wealth Management LLC | 18,567 | $6.08M | 4.89% | +132+0.7% | Added |
| Y.D. More Investments Ltd | 18,561 | $6.07M | 0.19% | +882+5.0% | Added |
| LMR Partners LLP | 18,511 | $6.06M | 0.04% | +18,511 | New |
| Mattson Financial Services, LLC | 17,658 | $6.06M | 1.27% | +743+4.4% | Added |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 18,500 | $6.06M | 2.81% | +1,000+5.7% | Added |
| Raab & Moskowitz Asset Management LLC | 18,491 | $6.05M | 1.22% | −115−0.6% | Reduced |
| Legacy CG, LLC | 18,490 | $6.05M | 1.55% | −200−1.1% | Reduced |
| MOKAN Wealth Management Inc. | 18,467 | $6.04M | 2.31% | +3,038+19.7% | Added |
| Wisconsin Capital Management LLC | 18,448 | $6.04M | 2.87% | +183+1.0% | Added |
| Continuum Advisory, LLC | 18,447 | $6.04M | 0.49% | −1,138−5.8% | Reduced |
| Portside Wealth Group, LLC | 18,442 | $6.04M | 0.70% | +557+3.1% | Added |
| Evermay Wealth Management LLC | 18,432 | $6.03M | 0.62% | +411+2.3% | Added |
| Advisor Resource Council | 17,862 | $6.03M | 2.01% | +148+0.8% | Added |
| 180 Wealth Advisors, LLC | 18,391 | $6.02M | 0.60% | −212−1.1% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 18,378 | $6.02M | 1.23% | +155+0.9% | Added |
| Integrated Investment Consultants, LLC | 18,360 | $6.01M | 1.18% | +50.0% | Added |
| Sherman Porfolios, LLC | 20,417 | $6.01M | 0.47% | −101−0.5% | Reduced |
| Forza Wealth Management, LLC | 18,235 | $5.97M | 1.83% | 00.0% | Unchanged |
| Financial Advisory Partners, LLC | 18,233 | $5.97M | 1.56% | −210−1.1% | Reduced |
| Titleist Asset Management, LLC | 18,206 | $5.96M | 0.40% | +1,060+6.2% | Added |
| Atlas Legacy Advisors, LLC | 18,422 | $5.94M | 0.88% | +3,670+24.9% | Added |
| Wealth Alliance Advisory Group, LLC | 18,144 | $5.94M | 0.86% | +3,573+24.5% | Added |
| Graybill Bartz & Assoc Ltd | 18,115 | $5.93M | 1.60% | 00.0% | Unchanged |
| Cypress Wealth Services, LLC | 18,115 | $5.93M | 0.73% | −259−1.4% | Reduced |
| Knott David M Jr | 18,098 | $5.92M | 3.13% | −1,379−7.1% | Reduced |
| Canton Hathaway, LLC | 18,089 | $5.92M | 1.13% | −600−3.2% | Reduced |
| Harold Davidson & Associates Inc. | 18,072 | $5.92M | 2.57% | −385−2.1% | Reduced |
| Tranquility Partners, LLC | 18,053 | $5.91M | 2.03% | +158+0.9% | Added |
| Snider Financial Group | 18,029 | $5.90M | 1.50% | +352+2.0% | Added |
| Newman Dignan & Sheerar, Inc. | 18,024 | $5.90M | 1.13% | −245−1.3% | Reduced |
| Heartland Bank & Trust Co | 18,020 | $5.90M | 1.22% | +232+1.3% | Added |
| Optas, LLC | 18,011 | $5.90M | 0.83% | +260+1.5% | Added |
| Rydar Equities, Inc. | 17,188 | $5.89M | 3.32% | +745+4.5% | Added |
| Quadcap Wealth Management, LLC | 17,993 | $5.89M | 0.57% | +823+4.8% | Added |
| S Harris Financial Group, LLC | 17,984 | $5.89M | 4.56% | +26+0.1% | Added |
| Denali Advisors LLC | 17,970 | $5.88M | 0.59% | +200+1.1% | Added |
| Leisure Capital Management | 17,939 | $5.87M | 1.83% | +25+0.1% | Added |
| Oak Asset Management, LLC | 17,921 | $5.87M | 1.89% | −65−0.4% | Reduced |
| Magnolia Capital Advisors LLC | 17,886 | $5.85M | 1.00% | +38+0.2% | Added |
| Hanson & Doremus Investment Management | 17,847 | $5.84M | 0.59% | −131−0.7% | Reduced |
| Citizens & Northern Corp | 17,802 | $5.83M | 1.33% | −2,395−11.9% | Reduced |
| Hedeker Wealth, LLC | 17,788 | $5.82M | 1.11% | −514−2.8% | Reduced |
| Westerkirk Capital Inc. | 17,758 | $5.81M | 0.56% | 00.0% | Unchanged |
| True North Advisors, LLC | 17,701 | $5.79M | 0.55% | −1,655−8.6% | Reduced |
| SFMG, LLC | 17,677 | $5.79M | 0.35% | −781−4.2% | Reduced |
| Marshall Investment Management, LLC | 17,670 | $5.78M | 2.40% | +1,277+7.8% | Added |
| Key Financial Inc | 17,667 | $5.78M | 0.95% | −4,391−19.9% | Reduced |
| Flavin Financial Services, Inc. | 17,657 | $5.78M | 3.29% | +2,077+13.3% | Added |
| Intrepid Financial Planning Group LLC | 17,651 | $5.78M | 1.96% | −54−0.3% | Reduced |
| Overbrook Management Corp | 17,629 | $5.77M | 0.87% | +1,784+11.3% | Added |
| Northcape Wealth Management, LLC | 17,616 | $5.77M | 1.51% | −393−2.2% | Reduced |
| Register Financial Advisors LLC | 17,594 | $5.76M | 1.77% | +393+2.3% | Added |
| Game Plan Financial Advisors, LLC | 17,575 | $5.75M | 2.14% | +352+2.0% | Added |