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 |
|---|---|---|---|---|---|
| Turn8 Private Wealth Inc. | 13,775 | $4.66M | 3.11% | −1,764−11.4% | Reduced |
| Central Valley Advisors, LLC | 14,243 | $4.66M | 1.20% | −276−1.9% | Reduced |
| Schear Investment Advisers, LLC | 14,236 | $4.66M | 1.56% | +582+4.3% | Added |
| Maia Wealth LLC | 14,231 | $4.66M | 0.69% | +1,445+11.3% | Added |
| Cornerstone Advisory, LLC | 14,225 | $4.66M | 0.39% | +398+2.9% | Added |
| ORG Wealth Partners, LLC | 14,196 | $4.66M | 0.70% | +16+0.1% | Added |
| Congress Park Capital LLC | 14,187 | $4.64M | 1.25% | −25−0.2% | Reduced |
| Canopy Partners, LLC | 14,168 | $4.64M | 1.40% | +42+0.3% | Added |
| Everest Financial Group LLC | 14,142 | $4.63M | 0.63% | −107−0.8% | Reduced |
| Wealth Intelligence, LLC | 14,123 | $4.62M | 2.15% | +99+0.7% | Added |
| Davidson Trust Co | 14,102 | $4.62M | 1.80% | +843+6.4% | Added |
| Snowwater Investment Partners, LLC | 14,092 | $4.61M | 3.19% | +217+1.6% | Added |
| YANKCOM Partnership | 14,080 | $4.61M | 1.65% | +2,706+23.8% | Added |
| Peterson Wealth Management | 14,078 | $4.61M | 2.15% | +528+3.9% | Added |
| Eclectic Associates Inc | 14,037 | $4.59M | 0.52% | −433−3.0% | Reduced |
| Mirabaud & Cie SA | 14,033 | $4.59M | 1.84% | −6,165−30.5% | Reduced |
| SWS Partners | 14,026 | $4.59M | 0.99% | −190−1.3% | Reduced |
| IPG Investment Advisors LLC | 14,009 | $4.59M | 0.66% | 00.0% | Unchanged |
| Breakwater Capital Group | 14,004 | $4.58M | 0.55% | +52+0.4% | Added |
| Park Place Capital Corp | 14,001 | $4.58M | 0.73% | −3,017−17.7% | Reduced |
| Dumont & Blake Investment Advisors LLC | 13,998 | $4.58M | 1.03% | −859−5.8% | Reduced |
| LM Advisors LLC | 13,918 | $4.56M | 0.53% | +9,796+237.7% | Added |
| Machina Capital S.A.S. | 13,924 | $4.56M | 0.72% | +4,968+55.5% | Added |
| Kiley Juergens Wealth Management, LLC | 13,923 | $4.56M | 0.71% | −151−1.1% | Reduced |
| CVA Family Office, LLC | 13,920 | $4.56M | 0.41% | +248+1.8% | Added |
| Sittner & Nelson, LLC | 13,914 | $4.55M | 1.43% | −85−0.6% | Reduced |
| Sivia Capital Partners, LLC | 13,897 | $4.55M | 0.55% | +10,352+292.0% | Added |
| CrossGen Wealth, LLC | 13,849 | $4.53M | 3.52% | +86+0.6% | Added |
| Peoples Financial Services Corp. | 13,808 | $4.52M | 1.95% | −83−0.6% | Reduced |
| Prosperity Financial Group, Inc. | 13,788 | $4.51M | 1.40% | +36+0.3% | Added |
| Tower Trust & Investment Co | 13,774 | $4.51M | 2.74% | −569−4.0% | Reduced |
| Solitude Financial Services | 13,764 | $4.51M | 1.25% | +172+1.3% | Added |
| Campbell & CO Investment Adviser LLC | 13,733 | $4.50M | 0.24% | +13,733 | New |
| Facet Wealth, Inc. | 13,688 | $4.48M | 0.06% | +3,313+31.9% | Added |
| Navigation Group, LLC | 13,684 | $4.48M | 0.87% | +60.0% | Added |
| Cornerstone Planning, LLC | 13,666 | $4.47M | 1.03% | −44−0.3% | Reduced |
| Weik Capital Management | 13,663 | $4.47M | 1.72% | −362−2.6% | Reduced |
| Phoenix Wealth Advisors | 13,655 | $4.47M | 1.51% | −164−1.2% | Reduced |
| Orca Wealth Management, LLC | 13,655 | $4.47M | 2.68% | −199−1.4% | Reduced |
| Vines Capital Management, LLC | 13,651 | $4.47M | 3.67% | +80+0.6% | Added |
| Insight Inv LLC | 13,625 | $4.46M | 2.10% | −39−0.3% | Reduced |
| Affinity Investment Advisors, LLC | 13,621 | $4.46M | 2.26% | −575−4.1% | Reduced |
| Weatherly Asset Management L. P. | 13,613 | $4.46M | 0.32% | −370−2.6% | Reduced |
| Alta Wealth Advisors LLC | 13,592 | $4.45M | 1.21% | −304−2.2% | Reduced |
| Ameliora Wealth Management Ltd. | 13,586 | $4.45M | 1.32% | −246−1.8% | Reduced |
| Revolve Wealth Partners, LLC | 13,585 | $4.45M | 0.46% | +796+6.2% | Added |
| Hamel Associates, Inc. | 13,585 | $4.44M | 1.23% | −589−4.2% | Reduced |
| Maseco LLP | 13,578 | $4.44M | 0.12% | +44+0.3% | Added |
| Pinnacle West Asset Management, Inc. | 13,570 | $4.44M | 3.07% | 00.0% | Unchanged |
| Signature Wealth Management Partners, LLC | 13,562 | $4.44M | 2.07% | +28+0.2% | Added |
| Victrix Investment Advisors | 13,533 | $4.43M | 1.86% | +1,145+9.2% | Added |
| Chapman Financial Group, LLC | 13,520 | $4.43M | 2.94% | −65−0.5% | Reduced |
| Account Management LLC | 13,513 | $4.42M | 4.47% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 13,508 | $4.42M | 0.40% | −434−3.1% | Reduced |
| Twin Lakes Capital Management, LLC | 13,493 | $4.42M | 1.69% | +17+0.1% | Added |
| Argus Investors' Counsel, Inc. | 13,476 | $4.41M | 3.40% | −347−2.5% | Reduced |
| Traphagen Investment Advisors LLC | 13,459 | $4.41M | 0.31% | +7+0.1% | Added |
| Capital Group Investment Management Pte. Ltd. | 13,428 | $4.40M | 0.66% | +489+3.8% | Added |
| Delta Asset Management LLC | 13,419 | $4.39M | 0.38% | −89−0.7% | Reduced |
| Monetary Solutions, Ltd | 13,409 | $4.39M | 3.78% | −134−1.0% | Reduced |
| Kepler Cheuvreux (Suisse) SA | 13,393 | $4.38M | 0.25% | −9,173−40.6% | Reduced |
| SmartHarvest Portfolios, LLC | 13,371 | $4.38M | 1.42% | +3,581+36.6% | Added |
| Silver Oak Securities, Inc | 13,353 | $4.37M | 0.27% | −61−0.5% | Reduced |
| Aster Capital Management (DIFC) Ltd | 13,308 | $4.36M | 0.93% | +10,499+373.8% | Added |
| Lodestone Wealth Management LLC | 13,295 | $4.35M | 1.54% | −898−6.3% | Reduced |
| Manchester Capital Management LLC | 13,288 | $4.35M | 0.57% | +128+1.0% | Added |
| Eagle Bluffs Wealth Management LLC | 13,277 | $4.35M | 1.45% | +230+1.8% | Added |
| Twin City Private Wealth, LLC | 13,274 | $4.34M | 3.05% | +129+1.0% | Added |
| Greenwich Wealth Management LLC | 13,236 | $4.33M | 0.16% | +52+0.4% | Added |
| PYA Waltman Capital, LLC | 13,235 | $4.33M | 1.03% | +3,756+39.6% | Added |
| MBL Wealth, LLC | 13,232 | $4.33M | 0.30% | −266−2.0% | Reduced |
| First Dallas Securities Inc. | 13,219 | $4.33M | 1.43% | +10.0% | Added |
| Yarger Wealth Strategies, LLC | 12,858 | $4.33M | 1.55% | −488−3.7% | Reduced |
| Burke & Herbert Bank & Trust Co | 13,215 | $4.33M | 1.07% | −1,264−8.7% | Reduced |
| Ticino Wealth | 13,207 | $4.32M | 1.36% | +8,146+161.0% | Added |
| Empirical Asset Management, LLC | 13,153 | $4.31M | 0.97% | −539−3.9% | Reduced |
| LMG Wealth Partners, LLC | 13,142 | $4.30M | 0.69% | −189−1.4% | Reduced |
| Aire Advisors, LLC | 13,127 | $4.30M | 0.70% | +170+1.3% | Added |
| Consilium Wealth Advisory, LLC | 13,115 | $4.29M | 1.27% | −2,495−16.0% | Reduced |
| Burford Brothers, Inc. | 13,092 | $4.29M | 1.57% | +229+1.8% | Added |
| Benedict Financial Advisors Inc | 13,077 | $4.28M | 0.83% | −108−0.8% | Reduced |
| Alaethes Wealth LLC | 13,069 | $4.28M | 1.25% | −7−0.1% | Reduced |
| Crewe Advisors LLC | 13,043 | $4.27M | 0.31% | +313+2.5% | Added |
| Sound Income Strategies, LLC | 13,029 | $4.26M | 0.19% | +998+8.3% | Added |
| Loudon Investment Management, LLC | 13,005 | $4.26M | 2.09% | −50−0.4% | Reduced |
| Ulysses Management LLC | 13,000 | $4.26M | 1.47% | 00.0% | Unchanged |
| Lynx Capital Group Ltd | 12,983 | $4.25M | 1.72% | −354−2.7% | Reduced |
| Garrett Investment Advisors LLC | 12,941 | $4.24M | 0.31% | +146+1.1% | Added |
| Holistic Financial Partners | 12,899 | $4.22M | 2.58% | −2,058−13.8% | Reduced |
| Xxi Wealth, LLC | 12,887 | $4.22M | 1.94% | +139+1.1% | Added |
| Sierra Summit Advisors LLC | 12,862 | $4.21M | 0.47% | −95−0.7% | Reduced |
| DMKC Advisory Services, LLC | 12,845 | $4.20M | 0.79% | −62−0.5% | Reduced |
| Iams Wealth Management, LLC | 12,827 | $4.20M | 1.26% | +579+4.7% | Added |
| LS Investment Advisors, LLC | 12,818 | $4.20M | 0.57% | +378+3.0% | Added |
| Wealth Architects, LLC | 12,817 | $4.20M | 0.33% | −110−0.9% | Reduced |
| Acorn Wealth Advisors, LLC | 12,815 | $4.19M | 1.02% | +152+1.2% | Added |
| Strong Tower Advisory Services | 12,801 | $4.19M | 0.75% | +397+3.2% | Added |
| Berger Financial Group, Inc | 12,783 | $4.18M | 0.21% | +39+0.3% | Added |
| Advisors Preferred, LLC | 12,500 | $4.18M | 0.65% | 00.0% | Unchanged |
| Cim Investment Mangement Inc | 12,758 | $4.18M | 1.00% | −1,163−8.4% | Reduced |