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 |
|---|---|---|---|---|---|
| X-Square Capital, LLC | 12,742 | $4.17M | 1.06% | +470+3.8% | Added |
| Central Pacific Bank - Trust Division | 12,721 | $4.16M | 0.42% | −9−0.1% | Reduced |
| Allred Capital Management, LLC | 12,668 | $4.15M | 1.36% | −121−0.9% | Reduced |
| Cranbrook Wealth Management, LLC | 12,666 | $4.15M | 0.78% | 00.0% | Unchanged |
| Blue Square Asset Management, LLC | 12,647 | $4.14M | 1.68% | −10−0.1% | Reduced |
| LFG Wealth Partners, LLC | 12,635 | $4.14M | 1.94% | +1,354+12.0% | Added |
| Moss Adams Wealth Advisors LLC | 12,635 | $4.14M | 0.26% | +376+3.1% | Added |
| Nicholas Hoffman & Company, LLC. | 12,587 | $4.12M | 0.09% | −96−0.8% | Reduced |
| Cito Capital Group, LLC | 12,586 | $4.12M | 1.12% | +60.0% | Added |
| GSB Wealth Management, LLC | 12,585 | $4.12M | 0.83% | −100−0.8% | Reduced |
| Lionhunter Capital Management, LLC | 12,558 | $4.11M | 1.85% | +12,558 | New |
| One Charles Private Wealth Services, LLC | 12,551 | $4.11M | 0.95% | +33+0.3% | Added |
| Meriwether Wealth & Planning, LLC | 12,539 | $4.10M | 2.03% | +101+0.8% | Added |
| Focused Alpha, LLC | 12,533 | $4.10M | 1.05% | −2,771−18.1% | Reduced |
| Jeppson Wealth Management, LLC | 12,527 | $4.10M | 1.21% | −30−0.2% | Reduced |
| Brendel Financial Advisors LLC | 12,504 | $4.09M | 1.90% | −300−2.3% | Reduced |
| Winthrop Capital Management, LLC | 12,427 | $4.07M | 0.98% | −10.0% | Reduced |
| Royal Harbor Partners, LLC | 12,410 | $4.06M | 1.26% | +64+0.5% | Added |
| Clark Asset Management, LLC | 12,407 | $4.06M | 0.32% | +1,035+9.1% | Added |
| Wealth Management Partners, LLC | 12,391 | $4.06M | 0.95% | +602+5.1% | Added |
| Fortress Wealth Group, LLC | 11,472 | $4.05M | 1.41% | +77+0.7% | Added |
| Alpha Financial Partners, LLC | 12,364 | $4.05M | 2.13% | +13+0.1% | Added |
| Aldebaran Financial Inc. | 12,351 | $4.04M | 3.28% | +367+3.1% | Added |
| Carl P. Sherr & Co., LLC | 12,349 | $4.04M | 1.69% | −31−0.3% | Reduced |
| Edgewood Management LLC | 12,311 | $4.03M | 0.04% | −6,860−35.8% | Reduced |
| Ellerson Group Inc | 12,309 | $4.03M | 2.38% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 12,275 | $4.02M | 1.52% | +397+3.3% | Added |
| Bernard Wealth Management Corp. | 12,270 | $4.02M | 1.48% | −439−3.5% | Reduced |
| Pinnacle Holdings, LLC | 12,269 | $4.02M | 1.24% | −434−3.4% | Reduced |
| Compass Financial Management LLC | 11,737 | $4.01M | 0.49% | +11,737 | New |
| Security Financial Services, INC. | 12,249 | $4.01M | 0.56% | +448+3.8% | Added |
| QV Investors Inc. | 12,245 | $4.01M | 0.31% | −400−3.2% | Reduced |
| Old Peak Finance LLC | 12,238 | $4.01M | 1.94% | +7,647+166.6% | Added |
| Greenspring Advisors, LLC | 12,236 | $4.01M | 0.22% | +792+6.9% | Added |
| Wolff Wiese Magana LLC | 12,233 | $4.00M | 1.84% | −152−1.2% | Reduced |
| Aft, Forsyth & Sober, LLC | 13,600 | $4.00M | 1.25% | 00.0% | Unchanged |
| Finivi Inc. | 12,207 | $4.00M | 2.05% | +84+0.7% | Added |
| TradeWell Securities, LLC. | 12,204 | $3.99M | 1.43% | −35−0.3% | Reduced |
| MB, Levis & Associates, LLC | 12,200 | $3.99M | 1.47% | −17−0.1% | Reduced |
| Brady Martz Wealth Solutions, LLC | 12,189 | $3.99M | 0.60% | +163+1.4% | Added |
| Park Edge Advisors, LLC | 12,180 | $3.99M | 0.85% | −1,287−9.6% | Reduced |
| Capital Advisors Wealth Management, LLC | 12,180 | $3.99M | 0.47% | +217+1.8% | Added |
| Virtus Wealth Solutions LLC | 12,175 | $3.99M | 0.54% | −109−0.9% | Reduced |
| Sage Investment Advisers LLC | 12,143 | $3.97M | 2.67% | +43+0.4% | Added |
| Summit Financial Wealth Advisors, LLC | 12,122 | $3.97M | 0.51% | +495+4.3% | Added |
| Insight Wealth Strategies, LLC | 11,874 | $3.97M | 0.39% | +412+3.6% | Added |
| VisionPoint Advisory Group, LLC | 12,118 | $3.97M | 0.65% | +282+2.4% | Added |
| Paragon Private Wealth Management, LLC | 12,117 | $3.97M | 1.04% | +1,378+12.8% | Added |
| Atlas Capital Advisors LLC | 12,081 | $3.95M | 0.43% | −319−2.6% | Reduced |
| Monument Capital Management | 12,063 | $3.95M | 0.79% | +543+4.7% | Added |
| Revisor Wealth Management LLC | 12,050 | $3.94M | 0.95% | +821+7.3% | Added |
| Cerro Pacific Wealth Advisors LLC | 12,045 | $3.94M | 0.89% | −65−0.5% | Reduced |
| SWP Investment Management LLC | 12,012 | $3.93M | 2.72% | +440+3.8% | Added |
| Falcon Wealth Planning | 12,006 | $3.93M | 0.25% | −91−0.8% | Reduced |
| Wulff, Hansen & Co. | 12,005 | $3.93M | 3.01% | −96−0.8% | Reduced |
| Bayview Asset Management, LLC | 12,000 | $3.93M | 2.94% | −1,500−11.1% | Reduced |
| EULAV Asset Management | 12,000 | $3.93M | 0.13% | 00.0% | Unchanged |
| Marin Bay Wealth Advisors, LLC | 11,990 | $3.92M | 2.11% | −1,409−10.5% | Reduced |
| Lakeridge Wealth Management LLC | 11,987 | $3.92M | 1.44% | +111+0.9% | Added |
| Roman Butler Fullerton & Co | 11,708 | $3.92M | 0.93% | +45+0.4% | Added |
| CRA Financial Services, LLC | 11,963 | $3.92M | 0.45% | +282+2.4% | Added |
| Jones Kertz & Associates, Inc. | 11,949 | $3.91M | 1.80% | −1,190−9.1% | Reduced |
| North Dallas Bank & Trust Co | 11,919 | $3.90M | 2.31% | +346+3.0% | Added |
| Peoples Bank | 11,909 | $3.90M | 2.00% | +164+1.4% | Added |
| Correct Capital Wealth Management | 11,906 | $3.90M | 0.67% | −199−1.6% | Reduced |
| Kennebec Savings Bank | 11,869 | $3.89M | 3.12% | +1,832+18.3% | Added |
| Capstone Investment Advisors, LLC | 11,844 | $3.88M | 0.03% | −38,600−76.5% | Reduced |
| Lantern Wealth Advisors, LLC | 11,818 | $3.87M | 1.77% | −208−1.7% | Reduced |
| Sym Financial Corp | 11,784 | $3.86M | 0.31% | +755+6.8% | Added |
| Zions Bancorporation, National Association | 11,747 | $3.85M | 0.23% | −472−3.9% | Reduced |
| Tempus Wealth Planning, LLC | 11,735 | $3.84M | 0.75% | +170+1.5% | Added |
| Sky Investment Group LLC | 11,693 | $3.83M | 0.60% | +198+1.7% | Added |
| Financial Management Professionals, Inc. | 11,693 | $3.83M | 0.36% | +190+1.7% | Added |
| Henson-Edgewater Management, LLC | 10,462 | $3.82M | 1.99% | +300+3.0% | Added |
| Keeler Thomas Management LLC | 11,667 | $3.82M | 1.35% | +11,667 | New |
| Summit Asset Management, LLC | 11,656 | $3.82M | 0.49% | +68+0.6% | Added |
| Aristotle Capital Management, LLC | 11,643 | $3.81M | 0.01% | −10.0% | Reduced |
| GKV Capital Management Co., Inc. | 11,642 | $3.81M | 1.23% | −150−1.3% | Reduced |
| Mainstay Capital Management LLC | 11,642 | $3.81M | 0.28% | +36+0.3% | Added |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 10,913 | $3.80M | 1.22% | −276−2.5% | Reduced |
| Great Diamond Partners, LLC | 11,594 | $3.80M | 0.65% | +40+0.3% | Added |
| Ballast Rock Private Wealth LLC | 11,577 | $3.79M | 1.75% | +7+0.1% | Added |
| Rockingstone Advisors LLC | 11,562 | $3.78M | 1.52% | +160+1.4% | Added |
| Beacon Financial Advisory LLC | 11,556 | $3.78M | 0.74% | −42−0.4% | Reduced |
| Blueprint Financial Advisors LLC | 11,552 | $3.78M | 0.42% | +1,234+12.0% | Added |
| Daytona Street Capital LLC | 11,203 | $3.78M | 2.76% | −143−1.3% | Reduced |
| Cookson Peirce & Co Inc | 11,520 | $3.77M | 0.12% | +96+0.8% | Added |
| Hager Investment Management Services, LLC | 11,515 | $3.77M | 1.73% | −430−3.6% | Reduced |
| Sonata Capital Group Inc | 11,510 | $3.77M | 1.22% | +100+0.9% | Added |
| Legato Capital Management LLC | 11,504 | $3.77M | 0.31% | −4,061−26.1% | Reduced |
| Fortune Financial Advisors, LLC | 11,490 | $3.76M | 1.61% | +655+6.0% | Added |
| Ponta Wealth Partners, LLC | 11,487 | $3.76M | 2.01% | +3,142+37.7% | Added |
| Aspetuck Financial Management LLC | 11,461 | $3.75M | 2.21% | +75+0.7% | Added |
| U S Wealth Group, LLC. | 11,454 | $3.75M | 2.24% | +1,204+11.7% | Added |
| OMC Financial Services LTD | 11,450 | $3.75M | 1.24% | +15+0.1% | Added |
| Invesco, LLC | 11,444 | $3.75M | 1.16% | −77−0.7% | Reduced |
| Spahn Wealth & Retirement LLC | 11,441 | $3.74M | 2.41% | −80−0.7% | Reduced |
| Cary Street Partner Investment Advisory LLC | 11,416 | $3.74M | 0.76% | +1,076+10.4% | Added |
| Miller Investment Management, LP | 11,410 | $3.73M | 0.34% | 00.0% | Unchanged |
| Rhodes Investment Advisors Inc | 11,404 | $3.73M | 2.75% | −235−2.0% | Reduced |