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 |
|---|---|---|---|---|---|
| First National Bank of Hutchinson | 15,641 | $5.12M | 2.81% | +2,206+16.4% | Added |
| B&L Asset Management LLC | 15,630 | $5.12M | 1.77% | +488+3.2% | Added |
| Vectors Research Management, LLC | 15,618 | $5.11M | 1.34% | +709+4.8% | Added |
| Total Clarity Wealth Management, Inc. | 15,612 | $5.11M | 0.99% | +3,754+31.7% | Added |
| Waddell & Associates, LLC | 15,606 | $5.11M | 0.25% | +1,705+12.3% | Added |
| FSM Wealth Advisors, LLC | 15,592 | $5.10M | 0.55% | +854+5.8% | Added |
| Marion Wealth Management | 15,540 | $5.09M | 1.04% | +338+2.2% | Added |
| Trivant Custom Portfolio Group, LLC | 15,534 | $5.08M | 2.71% | −35−0.2% | Reduced |
| Dillon & Associates Inc | 15,544 | $5.08M | 0.62% | −40−0.3% | Reduced |
| 44 Wealth Management LLC | 15,522 | $5.08M | 1.68% | −987−6.0% | Reduced |
| First United Bank Trust | 15,513 | $5.08M | 1.46% | −221−1.4% | Reduced |
| Centric Wealth Management | 16,502 | $5.08M | 0.79% | 00.0% | Unchanged |
| KLCM Advisors, Inc. | 15,506 | $5.08M | 0.41% | +10+0.1% | Added |
| Saxon Interests, Inc. | 15,495 | $5.07M | 1.40% | −285−1.8% | Reduced |
| GenTrust, LLC | 15,481 | $5.07M | 0.19% | +2,113+15.8% | Added |
| Invera Wealth Advisors, LLC | 15,464 | $5.06M | 2.72% | −499−3.1% | Reduced |
| Chung Wu Investment Group, LLC | 15,437 | $5.05M | 3.32% | 00.0% | Unchanged |
| Earnest Partners LLC | 15,429 | $5.05M | 0.02% | −302−1.9% | Reduced |
| Crews Bank & Trust | 15,428 | $5.05M | 0.66% | −251−1.6% | Reduced |
| Outfitter Financial LLC | 15,417 | $5.05M | 3.54% | −105−0.7% | Reduced |
| Archer Investment Corp | 15,401 | $5.04M | 0.97% | +383+2.6% | Added |
| Raelipskie Partnership | 15,362 | $5.03M | 1.90% | +116+0.8% | Added |
| Triumph Capital Management | 15,336 | $5.02M | 0.91% | −1,537−9.1% | Reduced |
| Buckhead Capital Management LLC | 15,331 | $5.02M | 1.72% | +92+0.6% | Added |
| Fiduciary Family Office, LLC | 15,319 | $5.01M | 1.25% | +675+4.6% | Added |
| Canvas Wealth Advisors, LLC | 15,294 | $5.01M | 0.70% | +806+5.6% | Added |
| Arbor Trust Wealth Advisors, LLC | 15,267 | $5.00M | 2.01% | −230−1.5% | Reduced |
| NWM Advisors, LLC | 15,260 | $5.00M | 3.93% | +255+1.7% | Added |
| Cornerstone Enterprises, LLC | 15,234 | $4.99M | 2.27% | +3,238+27.0% | Added |
| MJP Associates Inc | 15,204 | $4.98M | 0.54% | −612−3.9% | Reduced |
| Hilltop Partners LLC | 15,195 | $4.97M | 1.21% | +1,489+10.9% | Added |
| Verus Capital Partners, LLC | 15,179 | $4.97M | 0.27% | −269−1.7% | Reduced |
| Stiles Financial Services Inc | 15,146 | $4.96M | 1.25% | +579+4.0% | Added |
| Fulcrum Asset Management LLP | 15,051 | $4.96M | 0.49% | −23,326−60.8% | Reduced |
| Twelve Points Wealth Management LLC | 15,139 | $4.96M | 0.99% | −289−1.9% | Reduced |
| TriaGen Wealth Management LLC | 15,119 | $4.95M | 1.24% | +7,032+87.0% | Added |
| Resolute Wealth Strategies, LLC | 15,117 | $4.95M | 1.92% | +507+3.5% | Added |
| Orleans Capital Management Corp | 15,111 | $4.95M | 2.55% | +2,520+20.0% | Added |
| FWL Investment Management, LLC | 15,042 | $4.92M | 0.90% | −335−2.2% | Reduced |
| Tred Avon Family Wealth, LLC | 15,036 | $4.92M | 1.51% | −74−0.5% | Reduced |
| Opinicus Capital, Inc. | 15,029 | $4.92M | 2.63% | −127−0.8% | Reduced |
| Okabena Investment Services Inc | 15,027 | $4.92M | 0.88% | 00.0% | Unchanged |
| Capital Financial Group Inc | 15,026 | $4.92M | 2.57% | −444−2.9% | Reduced |
| Monetta Financial Services Inc | 15,000 | $4.91M | 3.31% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 14,993 | $4.91M | 0.25% | −1,065−6.6% | Reduced |
| Counterweight Ventures, LLC | 14,986 | $4.91M | 2.45% | −547−3.5% | Reduced |
| Purus Wealth Management, LLC | 14,986 | $4.91M | 1.35% | +23+0.2% | Added |
| Inscription Capital, LLC | 14,985 | $4.91M | 0.43% | +2,513+20.1% | Added |
| First City Capital Management, Inc. | 14,968 | $4.90M | 2.38% | −79−0.5% | Reduced |
| SageGuard Financial Group, LLC | 14,953 | $4.89M | 0.69% | +1,780+13.5% | Added |
| BIP Wealth, LLC | 14,948 | $4.89M | 0.14% | +2,019+15.6% | Added |
| Global Financial Private Client, LLC | 14,938 | $4.89M | 1.33% | +886+6.3% | Added |
| Precedent Wealth Partners, LLC | 14,921 | $4.88M | 0.81% | +1,988+15.4% | Added |
| Octavia Wealth Advisors, LLC | 14,913 | $4.88M | 0.42% | −518−3.4% | Reduced |
| TBH Global Asset Management, LLC | 14,903 | $4.88M | 0.89% | −283−1.9% | Reduced |
| VCI Wealth Management LLC | 14,902 | $4.88M | 1.22% | +455+3.1% | Added |
| Galaxy Digital Capital Management GP LLC | 14,891 | $4.87M | 2.92% | +8,138+120.5% | Added |
| Tempo Wealth, LLC | 14,884 | $4.87M | 0.72% | +1,400+10.4% | Added |
| Sawyer & Company, Inc | 14,882 | $4.87M | 1.64% | −130−0.9% | Reduced |
| LRI Investments, LLC | 37,791 | $4.87M | 0.39% | +924+2.5% | Added |
| Bank Hapoalim BM | 14,855 | $4.86M | 0.33% | −493−3.2% | Reduced |
| Crescent Sterling, Ltd. | 14,852 | $4.86M | 4.35% | −122−0.8% | Reduced |
| Juno Financial Group LLC | 14,834 | $4.86M | 1.72% | −10−0.1% | Reduced |
| Acumen Wealth Advisors, LLC | 14,821 | $4.85M | 1.03% | +7,648+106.6% | Added |
| Van Cleef Asset Management,Inc | 14,821 | $4.85M | 0.49% | −40.0% | Reduced |
| Greenline Partners, LLC | 14,816 | $4.85M | 0.49% | 00.0% | Unchanged |
| Hicks Capital Management LLC | 14,802 | $4.85M | 3.97% | +161+1.1% | Added |
| TFR Capital, LLC. | 14,795 | $4.84M | 1.36% | +1,830+14.1% | Added |
| Advisors Management Group Inc | 14,787 | $4.84M | 0.80% | −144−1.0% | Reduced |
| J.Safra Asset Management Corp | 14,770 | $4.83M | 0.22% | +265+1.8% | Added |
| Summit Wealth Partners, LLC | 14,767 | $4.83M | 0.69% | +21+0.1% | Added |
| Accent Capital Management, LLC | 14,737 | $4.82M | 2.08% | −543−3.6% | Reduced |
| Old Mission Investment Co LLC | 14,728 | $4.82M | 1.00% | −17−0.1% | Reduced |
| Sawgrass Asset Management LLC | 14,721 | $4.82M | 0.64% | −991−6.3% | Reduced |
| NVWM, LLC | 14,687 | $4.81M | 0.97% | −163−1.1% | Reduced |
| Beck Capital Management, LLC | 14,683 | $4.81M | 0.89% | +521+3.7% | Added |
| Voya Financial Advisors, Inc. | 14,585 | $4.80M | 0.42% | −2,514−14.7% | Reduced |
| Onyx Bridge Wealth Group LLC | 14,671 | $4.80M | 0.43% | +51+0.3% | Added |
| JPL Wealth Management, LLC | 14,640 | $4.79M | 0.95% | −30−0.2% | Reduced |
| Apollon Financial, LLC | 14,617 | $4.78M | 0.57% | +185+1.3% | Added |
| Main Street Financial Solutions, LLC | 14,600 | $4.78M | 0.31% | +1,666+12.9% | Added |
| Integrity Financial Corp | 14,594 | $4.78M | 2.28% | −2,149−12.8% | Reduced |
| Green Harvest Asset Management LLC | 14,568 | $4.77M | 0.06% | +1,227+9.2% | Added |
| SeaCrest Wealth Management, LLC | 14,560 | $4.77M | 0.53% | −6,117−29.6% | Reduced |
| Highview Capital Management LLC | 14,556 | $4.76M | 1.37% | +407+2.9% | Added |
| Boit C F David | 14,551 | $4.76M | 2.00% | 00.0% | Unchanged |
| Sterling Investment Counsel, LLC | 14,512 | $4.75M | 1.12% | −392−2.6% | Reduced |
| Marathon Wealth Advisors LLC | 14,499 | $4.75M | 1.62% | +203+1.4% | Added |
| Purkiss Capital Advisors LLC | 14,489 | $4.74M | 1.81% | +705+5.1% | Added |
| Southland Equity Partners LLC | 14,489 | $4.74M | 0.83% | +153+1.1% | Added |
| Hollencrest Capital Management | 14,463 | $4.73M | 0.31% | −48,303−77.0% | Reduced |
| Roof Eidam & Maycock | 14,424 | $4.72M | 0.93% | −265−1.8% | Reduced |
| Foster Victor Wealth Advisors, LLC | 13,758 | $4.72M | 0.25% | −584−4.1% | Reduced |
| BOS Asset Management, LLC | 14,392 | $4.71M | 1.09% | −158−1.1% | Reduced |
| Northstar Asset Management LLC | 13,325 | $4.71M | 0.89% | 00.0% | Unchanged |
| Black Swift Group, LLC | 14,358 | $4.70M | 0.68% | +8,768+156.9% | Added |
| Baron Silver Stevens Financial Advisors, LLC | 14,335 | $4.69M | 0.59% | +6,320+78.9% | Added |
| Aull & Monroe Investment Management Corp | 14,276 | $4.67M | 1.95% | +25+0.2% | Added |
| Commonwealth Financial Services, LLC | 19,171 | $4.67M | 0.63% | +5,220+37.4% | Added |
| Hartline Investment Corp | 14,251 | $4.66M | 0.41% | −313−2.1% | Reduced |