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 |
|---|---|---|---|---|---|
| Hilltop National Bank | 11,391 | $3.73M | 0.80% | +216+1.9% | Added |
| Gallagher Capital Advisors, LLC | 11,390 | $3.73M | 2.16% | −82−0.7% | Reduced |
| Defiance ETFs, LLC | 11,156 | $3.73M | 0.05% | +2,636+30.9% | Added |
| Aspire Growth Partners LLC | 11,378 | $3.72M | 2.16% | +605+5.6% | Added |
| Mitchell Sinkler & Starr | 11,373 | $3.72M | 1.55% | −15−0.1% | Reduced |
| Lakeshore Financial Planning, Inc. | 11,366 | $3.72M | 1.20% | +2,889+34.1% | Added |
| Vision Capital Management, Inc. | 11,362 | $3.72M | 0.42% | +2,879+33.9% | Added |
| Valley National Advisers Inc | 11,352 | $3.72M | 0.41% | −108−0.9% | Reduced |
| BSW Wealth Partners | 11,347 | $3.71M | 0.41% | −219−1.9% | Reduced |
| Money Concepts Capital Corp | 11,334 | $3.71M | 0.17% | −17−0.1% | Reduced |
| LifeSteps Financial, Inc. | 11,304 | $3.70M | 1.72% | +923+8.9% | Added |
| Aldebaran Capital, LLC | 11,282 | $3.69M | 2.77% | 00.0% | Unchanged |
| Auxano Advisors, LLC | 11,259 | $3.69M | 0.70% | +30.0% | Added |
| Millstone Evans Group, LLC | 11,258 | $3.69M | 1.99% | −97−0.9% | Reduced |
| LCNB Corp | 11,238 | $3.68M | 1.13% | −193−1.7% | Reduced |
| West Paces Advisors Inc. | 11,218 | $3.67M | 0.62% | +264+2.4% | Added |
| Dickmeyer Boyce Financial Management, Inc. | 11,209 | $3.67M | 1.90% | −32−0.3% | Reduced |
| NBH Bank | 11,166 | $3.65M | 1.54% | +11,166 | New |
| Slocum, Gordon & Co LLP | 11,136 | $3.65M | 2.42% | −17−0.2% | Reduced |
| Pekin Hardy Strauss, Inc. | 11,136 | $3.65M | 0.32% | −354−3.1% | Reduced |
| Strong Retirement Solutions LLC | 11,131 | $3.64M | 2.18% | +549+5.2% | Added |
| TRB Wealth Management, LLC | 11,124 | $3.64M | 0.48% | −1,278−10.3% | Reduced |
| Marble Harbor Investment Counsel, LLC | 11,109 | $3.64M | 0.37% | −290−2.5% | Reduced |
| TCI Wealth Advisors, Inc. | 11,105 | $3.63M | 0.16% | +360+3.4% | Added |
| Ignite Planners, LLC | 11,082 | $3.63M | 0.50% | +185+1.7% | Added |
| ROI Financial Advisors, LLC | 11,059 | $3.62M | 1.87% | +122+1.1% | Added |
| BCGM Wealth Management, LLC | 11,058 | $3.62M | 0.77% | +286+2.7% | Added |
| Fort Point Capital Partners LLC | 11,054 | $3.62M | 0.39% | +1,170+11.8% | Added |
| Karani Asset Management LLC | 11,048 | $3.62M | 2.63% | +944+9.3% | Added |
| G&S Capital LLC | 11,024 | $3.61M | 1.05% | +104+1.0% | Added |
| James J. Burns & Company, LLC | 11,012 | $3.60M | 0.39% | −315−2.8% | Reduced |
| Bradyco, Inc. | 11,007 | $3.60M | 4.13% | 00.0% | Unchanged |
| Connective Portfolio Management, LLC | 10,980 | $3.59M | 5.99% | +7,000+175.9% | Added |
| Vicus Capital | 10,978 | $3.59M | 0.23% | −331−2.9% | Reduced |
| Stonebridge Financial Group, LLC | 10,963 | $3.59M | 0.50% | +10,963 | New |
| Paces Ferry Wealth Advisors, LLC | 10,955 | $3.59M | 1.34% | −30.0% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 10,954 | $3.59M | 2.03% | −2,465−18.4% | Reduced |
| Etesian Wealth Advisors, Inc. | 10,931 | $3.58M | 1.06% | −708−6.1% | Reduced |
| FinArc Investments, Inc. | 10,930 | $3.58M | 3.24% | −97−0.9% | Reduced |
| Blodgett Wealth Advisors, LLC | 10,916 | $3.57M | 2.39% | +126+1.2% | Added |
| Rezny Wealth Management, Inc. | 10,895 | $3.57M | 0.62% | +973+9.8% | Added |
| Cozad Asset Management Inc | 10,878 | $3.56M | 0.23% | −70−0.6% | Reduced |
| Hudson Canyon Capital Management | 10,870 | $3.56M | 1.90% | −370−3.3% | Reduced |
| Aft, Forsyth & Company, Inc. | 10,868 | $3.56M | 1.71% | −1,390−11.3% | Reduced |
| Exchange Bank | 10,858 | $3.55M | 2.21% | −208−1.9% | Reduced |
| Pinnacle Wealth Management Group, Inc. | 10,848 | $3.55M | 1.66% | −30.0% | Reduced |
| Northern Financial Advisors Inc | 10,837 | $3.55M | 2.35% | +97+0.9% | Added |
| Paradigm Capital Management, LLC | 10,831 | $3.54M | 3.05% | −247−2.2% | Reduced |
| Clare Market Investments LLC | 10,789 | $3.53M | 0.64% | −2,389−18.1% | Reduced |
| Alesco Advisors LLC | 10,786 | $3.53M | 0.08% | −8−0.1% | Reduced |
| AA Financial Advisors, LLC | 10,780 | $3.53M | 0.42% | +306+2.9% | Added |
| O'Keefe Stevens Advisory, Inc. | 10,776 | $3.53M | 0.72% | +161+1.5% | Added |
| Continental Advisors LLC | 10,735 | $3.51M | 2.06% | 00.0% | Unchanged |
| Birinyi Associates Inc | 10,726 | $3.51M | 0.83% | +30.0% | Added |
| Gs Investments, Inc. | 10,718 | $3.51M | 2.54% | −5,022−31.9% | Reduced |
| Core Wealth Partners LLC | 10,716 | $3.51M | 1.49% | −1,136−9.6% | Reduced |
| Morton Capital Management LLC | 10,708 | $3.51M | 0.48% | −110−1.0% | Reduced |
| Whalen Wealth Management Inc. | 10,708 | $3.50M | 1.58% | +2,659+33.0% | Added |
| Bernicke Wealth Management, Ltd. | 10,706 | $3.50M | 0.41% | −156−1.4% | Reduced |
| HHM Wealth Advisors, LLC | 10,692 | $3.50M | 0.35% | +138+1.3% | Added |
| Versant Capital Management, Inc | 10,685 | $3.50M | 0.31% | −1,540−12.6% | Reduced |
| Alta Advisers Ltd | 10,684 | $3.50M | 0.79% | 00.0% | Unchanged |
| Samara Investment Management, LLC | 10,680 | $3.50M | 3.22% | +1,030+10.7% | Added |
| Financial Solutions Advisory Group, Inc. | 10,413 | $3.49M | 0.44% | −76−0.7% | Reduced |
| Financial Perspectives, Inc | 10,646 | $3.48M | 0.85% | +30.0% | Added |
| Bigelow Investment Advisors, LLC | 10,630 | $3.48M | 1.26% | +89+0.8% | Added |
| Perennial Investment Advisors, LLC | 10,630 | $3.48M | 0.23% | +1,750+19.7% | Added |
| Meridian Financial Partners LLC | 10,029 | $3.48M | 1.19% | +574+6.1% | Added |
| Eads & Heald Wealth Management | 10,618 | $3.48M | 1.70% | −829−7.2% | Reduced |
| BankPlus Wealth Management LLC | 10,609 | $3.47M | 1.56% | −181−1.7% | Reduced |
| Retirement Planning Group | 10,597 | $3.47M | 0.09% | +534+5.3% | Added |
| Well Done, LLC | 10,579 | $3.46M | 0.47% | −520−4.7% | Reduced |
| Gleason Group, Inc. | 10,577 | $3.46M | 0.30% | +66+0.6% | Added |
| SHUTTLEWORTH & Co | 10,567 | $3.46M | 2.77% | +6+0.1% | Added |
| VUB Generali dochodkova spravcovska spolocnost, a.s. | 10,537 | $3.45M | 2.38% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 10,516 | $3.44M | 0.91% | −126−1.2% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 10,505 | $3.44M | 0.40% | +250+2.4% | Added |
| WealthBridge Capital Management, LLC | 10,503 | $3.44M | 0.68% | +31+0.3% | Added |
| Uhlmann Price Securities, LLC | 10,486 | $3.43M | 0.13% | −4,842−31.6% | Reduced |
| China Universal Asset Management Co., Ltd. | 10,483 | $3.43M | 0.21% | +2,731+35.2% | Added |
| V-Square Quantitative Management LLC | 10,469 | $3.43M | 0.33% | +2,527+31.8% | Added |
| Balboa Wealth Partners | 10,462 | $3.42M | 0.47% | +861+9.0% | Added |
| Quantbot Technologies LP | 10,446 | $3.42M | 0.13% | −15,174−59.2% | Reduced |
| Philadelphia Investment Partners, LLC | 10,442 | $3.42M | 2.13% | +174+1.7% | Added |
| MEMBERS Trust Co | 10,430 | $3.41M | 0.11% | +40+0.4% | Added |
| Union Savings Bank | 10,421 | $3.41M | 1.37% | −264−2.5% | Reduced |
| Gould Capital, LLC | 10,405 | $3.41M | 1.90% | +210+2.1% | Added |
| Legacy Capital Wealth Management, LLC | 10,392 | $3.40M | 1.58% | +767+8.0% | Added |
| Harmony Asset Management LLC | 10,378 | $3.40M | 0.91% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 10,377 | $3.40M | 0.61% | +929+9.8% | Added |
| Tiaa Trust, National Association | 10,367 | $3.39M | 0.20% | −9,022−46.5% | Reduced |
| SHP Wealth Management | 10,354 | $3.39M | 0.23% | +528+5.4% | Added |
| Granite Group Advisors, LLC | 10,352 | $3.39M | 2.01% | −23−0.2% | Reduced |
| Shum Financial Group, Inc. | 10,337 | $3.38M | 2.04% | −50−0.5% | Reduced |
| Peak Retirement Planning, Inc. | 10,332 | $3.38M | 0.54% | +1,296+14.3% | Added |
| Summit Financial Strategies, Inc. | 10,328 | $3.38M | 0.24% | −272−2.6% | Reduced |
| RW Investment Management LLC | 10,318 | $3.38M | 0.30% | 00.0% | Unchanged |
| RFP Financial Group LLC | 10,316 | $3.38M | 1.51% | +4,427+75.2% | Added |
| Strategies Wealth Advisors, LLC | 10,314 | $3.38M | 0.30% | −115−1.1% | Reduced |
| Letson Investment Management, Inc. | 10,311 | $3.38M | 1.24% | −169−1.6% | Reduced |