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 |
|---|---|---|---|---|---|
| Firetrail Investments Pty Ltd | 17,672 | $5.75M | 1.62% | −500−2.8% | Reduced |
| Biltmore Family Office, LLC | 17,558 | $5.75M | 0.76% | −783−4.3% | Reduced |
| First Commonwealth Financial Corp | 17,552 | $5.75M | 0.80% | +225+1.3% | Added |
| Grandview Asset Management LLC | 17,540 | $5.74M | 1.43% | +242+1.4% | Added |
| Brookmont Capital Management | 17,517 | $5.73M | 3.08% | +38+0.2% | Added |
| Accredited Investors Inc. | 17,511 | $5.73M | 0.25% | −3,039−14.8% | Reduced |
| Hudson Value Partners, LLC | 17,496 | $5.73M | 1.44% | +1,413+8.8% | Added |
| Investment Partners, Ltd. | 17,484 | $5.72M | 1.79% | +198+1.1% | Added |
| Interchange Capital Partners, LLC | 17,438 | $5.71M | 1.07% | +2,716+18.4% | Added |
| Storgate, LLC | 17,433 | $5.71M | 1.18% | +15,696+903.6% | Added |
| Triasima Portfolio Management inc. | 17,419 | $5.70M | 0.77% | −3,342−16.1% | Reduced |
| HF Advisory Group, LLC | 17,377 | $5.69M | 1.76% | −746−4.1% | Reduced |
| Aries Wealth Management | 17,372 | $5.69M | 1.12% | −25−0.1% | Reduced |
| Brasada Capital Management, LP | 17,343 | $5.68M | 1.02% | +875+5.3% | Added |
| Wealth Alliance | 17,342 | $5.68M | 0.47% | +1,315+8.2% | Added |
| Cornell Pochily Investment Advisors, Inc. | 17,294 | $5.66M | 1.52% | +69+0.4% | Added |
| Smith, Moore & Co. | 17,284 | $5.66M | 0.37% | +106+0.6% | Added |
| WealthPLAN Partners, LLC | 17,279 | $5.66M | 1.08% | −1,683−8.9% | Reduced |
| Center for Financial Planning, Inc. | 17,273 | $5.65M | 0.53% | −82−0.5% | Reduced |
| Sculati Wealth Management, LLC | 16,559 | $5.65M | 1.88% | −749−4.3% | Reduced |
| Quadrant Private Wealth Management, LLC | 17,213 | $5.63M | 1.26% | −29−0.2% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 17,186 | $5.63M | 1.44% | −1,246−6.8% | Reduced |
| Alpine Bank Wealth Management | 17,173 | $5.62M | 0.72% | −244−1.4% | Reduced |
| Pines Wealth Management, LLC | 17,161 | $5.62M | 1.62% | −148−0.9% | Reduced |
| Affinity Wealth Management LLC | 17,138 | $5.61M | 0.72% | 00.0% | Unchanged |
| Tiemann Investment Advisors, LLC | 17,110 | $5.60M | 2.03% | −280−1.6% | Reduced |
| ArrowMark Colorado Holdings LLC | 17,106 | $5.60M | 0.23% | −1,365−7.4% | Reduced |
| Wellspring Financial Advisors, LLC | 17,097 | $5.60M | 0.37% | −632−3.6% | Reduced |
| William Blair Investment Management, LLC | 17,088 | $5.59M | 0.02% | −3,474−16.9% | Reduced |
| Jessup Wealth Management, Inc | 17,060 | $5.58M | 1.67% | −410−2.3% | Reduced |
| Natural Investments, LLC | 17,036 | $5.58M | 1.22% | +490+3.0% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 17,021 | $5.57M | 1.41% | −543−3.1% | Reduced |
| Prestige Wealth Management Group LLC | 17,005 | $5.57M | 1.01% | +2,184+14.7% | Added |
| Leeward Financial Partners, LLC | 16,987 | $5.56M | 1.46% | +868+5.4% | Added |
| Triveni Capital Investments LP | 16,981 | $5.56M | 6.63% | −7,384−30.3% | Reduced |
| Piscataqua Savings Bank | 16,980 | $5.56M | 3.75% | −1,526−8.2% | Reduced |
| FSB Premier Wealth Management, Inc. | 16,968 | $5.55M | 1.56% | −2,230−11.6% | Reduced |
| Bank Ozk | 16,950 | $5.55M | 1.65% | −445−2.6% | Reduced |
| Boltwood Capital Management | 16,944 | $5.55M | 1.27% | −38−0.2% | Reduced |
| MeadowBrook Investment Advisors LLC | 16,938 | $5.54M | 4.39% | −200−1.2% | Reduced |
| Fairfield, Bush & Co. | 16,930 | $5.54M | 2.72% | −78−0.5% | Reduced |
| NWF Advisory Services Inc. | 16,880 | $5.53M | 0.52% | +159+1.0% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 16,860 | $5.52M | 0.61% | −18−0.1% | Reduced |
| Prosperitas Financial LLC | 16,838 | $5.51M | 1.76% | +1,442+9.4% | Added |
| Harvey Investment Co LLC | 16,836 | $5.51M | 0.60% | −2,070−10.9% | Reduced |
| PCM Encore, LLC | 16,805 | $5.50M | 0.97% | +30+0.2% | Added |
| 3Chopt Investment Partners, LLC | 16,776 | $5.49M | 1.03% | −842−4.8% | Reduced |
| Investment Advisory Services Inc | 16,720 | $5.47M | 1.58% | +12+0.1% | Added |
| Tannin Capital LLC | 16,711 | $5.47M | 3.60% | −177−1.0% | Reduced |
| Sweeney & Michel, LLC | 15,286 | $5.46M | 1.44% | −1,850−10.8% | Reduced |
| Searle & Co. | 16,692 | $5.46M | 1.23% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 16,655 | $5.45M | 1.52% | +499+3.1% | Added |
| FCG Investment Co | 16,630 | $5.44M | 1.88% | +1,596+10.6% | Added |
| Cinctive Capital Management LP | 16,594 | $5.43M | 0.22% | −20,216−54.9% | Reduced |
| Bull Street Advisors, LLC | 16,568 | $5.42M | 2.48% | +77+0.5% | Added |
| Blueprint Investment Partners LLC | 16,553 | $5.42M | 0.45% | +770+4.9% | Added |
| Summit Global Investments | 16,542 | $5.42M | 0.30% | −3,664−18.1% | Reduced |
| KP Management LLC | 16,527 | $5.41M | 1.13% | 00.0% | Unchanged |
| Weaver Capital Management LLC | 18,389 | $5.41M | 1.19% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 16,432 | $5.41M | 4.69% | +20.0% | Added |
| Tandem Capital Management Corp | 16,520 | $5.41M | 2.27% | +298+1.8% | Added |
| Camden Capital, LLC | 16,514 | $5.41M | 0.27% | −111−0.7% | Reduced |
| DAGCO, Inc. | 16,496 | $5.40M | 1.00% | +2,492+17.8% | Added |
| Blume Capital Management, Inc. | 16,491 | $5.40M | 0.80% | −261−1.6% | Reduced |
| WP Advisors, LLC | 16,485 | $5.40M | 1.31% | −349−2.1% | Reduced |
| Guerra Pan Advisors, LLC | 16,460 | $5.39M | 3.01% | −1,813−9.9% | Reduced |
| Condor Capital Management | 16,401 | $5.37M | 0.40% | +129+0.8% | Added |
| CNB Bank | 16,224 | $5.31M | 2.07% | +319+2.0% | Added |
| Lebenthal Global Advisors, LLC | 16,188 | $5.30M | 0.71% | +164+1.0% | Added |
| Beaumont Financial Advisors, LLC | 16,183 | $5.30M | 0.34% | +207+1.3% | Added |
| Martin & Co Inc | 16,162 | $5.29M | 0.83% | +48+0.3% | Added |
| FLC Capital Advisors | 16,124 | $5.28M | 0.87% | −50.0% | Reduced |
| Mosaic Family Wealth Partners, LLC | 16,056 | $5.26M | 0.36% | +4,639+40.6% | Added |
| Stonebrook Private Inc. | 16,046 | $5.25M | 0.96% | −767−4.6% | Reduced |
| Churchill Financial Advisors, LLC | 16,013 | $5.24M | 1.01% | 00.0% | Unchanged |
| Ironwood Financial, llc | 15,656 | $5.24M | 0.82% | +62+0.4% | Added |
| Select Asset Management & Trust | 15,990 | $5.23M | 1.51% | +1,798+12.7% | Added |
| Focused Wealth Management, Inc | 15,973 | $5.23M | 0.46% | +488+3.2% | Added |
| Cetera Trust Company, N.A | 15,969 | $5.23M | 2.62% | −125−0.8% | Reduced |
| Ashton Thomas Securities, LLC | 16,055 | $5.21M | 0.77% | +2,410+17.7% | Added |
| Integral Investment Advisors, Inc. | 15,930 | $5.21M | 1.15% | +161+1.0% | Added |
| Alteri Wealth LLC | 15,919 | $5.21M | 1.44% | +369+2.4% | Added |
| Worth Financial Advisory Group, LLC | 15,893 | $5.20M | 2.17% | +15,893 | New |
| Enterprise Financial Services Corp | 15,877 | $5.20M | 2.12% | +541+3.5% | Added |
| Ullmann Financial Group, Inc. | 15,875 | $5.20M | 0.47% | +221+1.4% | Added |
| Quent Capital, LLC | 15,856 | $5.19M | 0.32% | +1,164+7.9% | Added |
| Kesler, Norman & Wride, LLC | 15,851 | $5.19M | 0.82% | −1,236−7.2% | Reduced |
| Regal Investment Advisors LLC | 15,845 | $5.19M | 0.27% | −1,414−8.2% | Reduced |
| Central Bank & Trust Co | 15,826 | $5.18M | 0.73% | −1,690−9.6% | Reduced |
| Richards, Merrill & Peterson, Inc. | 15,824 | $5.18M | 1.64% | +94+0.6% | Added |
| Ballast, Inc. | 15,817 | $5.18M | 0.98% | +1,731+12.3% | Added |
| Quotient Wealth Partners, LLC | 15,775 | $5.16M | 0.12% | +766+5.1% | Added |
| Chatham Capital Group, Inc. | 15,768 | $5.16M | 0.66% | −100−0.6% | Reduced |
| Founders Financial Securities LLC | 15,751 | $5.16M | 0.26% | +82+0.5% | Added |
| Lafayette Investments, Inc. | 15,746 | $5.15M | 0.95% | +86+0.5% | Added |
| Vanguard National Trust Co | 15,720 | $5.15M | 0.28% | −237−1.5% | Reduced |
| Tradition Wealth Management, LLC | 15,691 | $5.14M | 0.31% | −1,189−7.0% | Reduced |
| Antonelli Financial Advisors, LLC | 15,684 | $5.13M | 3.52% | +85+0.5% | Added |
| Montz Harcus Wealth Management LLC | 15,669 | $5.13M | 1.83% | −1,256−7.4% | Reduced |
| Institute for Wealth Management, LLC. | 15,662 | $5.13M | 0.45% | −41−0.3% | Reduced |