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; 5,158 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 | 5,158 | $643.7B |
| Q1 2026 | 5,103 | $572.0B |
| Q4 2025 | 5,154 | $639.5B |
| Q3 2025 | 4,765 | $618.0B |
| Q2 2025 | 4,752 | $582.4B |
| Q1 2025 | 4,679 | $494.6B |
| Q4 2024 | 4,680 | $490.0B |
| Q3 2024 | 4,215 | $429.4B |
| Q2 2024 | 4,181 | $416.2B |
| Q1 2024 | 4,120 | $414.5B |
| Q4 2023 | 4,001 | $351.8B |
| Q3 2023 | 3,710 | $297.0B |
| Q2 2023 | 3,672 | $297.6B |
| Q1 2023 | 3,612 | $266.3B |
| Q4 2022 | 3,628 | $278.3B |
| Q3 2022 | 3,395 | $212.9B |
| Q2 2022 | 3,427 | $229.3B |
| Q1 2022 | 3,519 | $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 |
|---|---|---|---|---|---|
| Westfuller Advisors, LLC | 10,306 | $3.37M | 1.23% | +2,559+33.0% | Added |
| Elmwood Wealth Management, Inc. | 10,295 | $3.37M | 0.84% | +502+5.1% | Added |
| Autumn Glory Partners, LLC | 10,293 | $3.37M | 0.95% | +10.0% | Added |
| Allegheny Financial Group LTD | 10,284 | $3.37M | 0.36% | +282+2.8% | Added |
| Arcataur Capital Management LLC | 10,256 | $3.36M | 0.83% | +51+0.5% | Added |
| Z3 Capital Partners, LLC | 10,255 | $3.36M | 0.70% | −68−0.7% | Reduced |
| Plancorp, LLC | 9,998 | $3.34M | 0.08% | +153+1.6% | Added |
| IKE Capital, LLC | 10,216 | $3.34M | 1.76% | −753−6.9% | Reduced |
| JSF Financial, LLC | 10,206 | $3.34M | 0.54% | −263−2.5% | Reduced |
| WBH Advisory Inc | 10,201 | $3.34M | 0.22% | −624−5.8% | Reduced |
| Hunter Associates Investment Management LLC | 10,205 | $3.34M | 0.38% | +37+0.4% | Added |
| Bleichroeder LP | 10,200 | $3.34M | 0.60% | −4,800−32.0% | Reduced |
| Beech Hill Advisors, Inc. | 10,181 | $3.33M | 1.47% | −457−4.3% | Reduced |
| London & Capital Asset Management Ltd | 10,164 | $3.33M | 0.03% | −437−4.1% | Reduced |
| Sandy Cove Advisors, LLC | 10,142 | $3.32M | 0.83% | +374+3.8% | Added |
| Basecamp Wealth Advisors LLC | 10,141 | $3.32M | 0.62% | −7−0.1% | Reduced |
| Meadow Creek Wealth Advisors LLC | 10,130 | $3.32M | 2.02% | −1,329−11.6% | Reduced |
| Abel Hall, LLC | 10,120 | $3.31M | 0.57% | +3,024+42.6% | Added |
| Global Trust Asset Management, LLC | 10,091 | $3.30M | 1.03% | +2,374+30.8% | Added |
| Morris Financial Concepts, Inc. | 10,088 | $3.30M | 1.01% | −104−1.0% | Reduced |
| Oder Investment Management, LLC | 10,080 | $3.30M | 2.22% | +92+0.9% | Added |
| Meadowbrook Advisors Group, LLC | 10,074 | $3.30M | 1.76% | −868−7.9% | Reduced |
| InTrack Investment Management Inc | 10,068 | $3.30M | 1.63% | +52+0.5% | Added |
| Pointe Capital Management LLC | 10,062 | $3.29M | 1.47% | +123+1.2% | Added |
| Cacti Asset Management LLC | 10,060 | $3.29M | 0.17% | 00.0% | Unchanged |
| Woodward Diversified Capital, LLC | 10,056 | $3.29M | 1.45% | −382−3.7% | Reduced |
| Hemenway Trust Co LLC | 10,040 | $3.29M | 0.23% | −57−0.6% | Reduced |
| First Financial Corp | 10,030 | $3.28M | 1.14% | −79−0.8% | Reduced |
| Capital Advisors, Ltd. LLC | 10,026 | $3.28M | 0.33% | −147−1.4% | Reduced |
| Oslo Pensjonsforsikring AS | 10,019 | $3.28M | 0.38% | 00.0% | Unchanged |
| United Community Bank | 10,015 | $3.28M | 1.01% | −328−3.2% | Reduced |
| Personal Cfo Solutions, LLC | 9,982 | $3.27M | 0.47% | +131+1.3% | Added |
| Fortis Capital Advisors, LLC | 9,975 | $3.27M | 0.37% | +1,475+17.4% | Added |
| CKW Financial Group | 9,755 | $3.26M | 0.32% | +41+0.4% | Added |
| Vista Investment Partners LLC | 9,951 | $3.26M | 0.82% | +17+0.2% | Added |
| Private Client Services, LLC | 9,949 | $3.26M | 0.85% | −164−1.6% | Reduced |
| Lee Financial Co | 9,947 | $3.26M | 0.42% | −138−1.4% | Reduced |
| PKS Advisory Services, LLC | 9,943 | $3.25M | 0.52% | +471+5.0% | Added |
| Crux Wealth Advisors | 9,938 | $3.25M | 1.13% | −376−3.6% | Reduced |
| Legacy Wealth Management, LLC | 9,928 | $3.25M | 0.83% | −2,537−20.4% | Reduced |
| S.E.E.D. Planning Group LLC | 9,927 | $3.25M | 0.86% | −92−0.9% | Reduced |
| Barrett & Company, Inc. | 9,919 | $3.25M | 0.91% | +373+3.9% | Added |
| Norris Perne & French LLP | 9,917 | $3.25M | 0.14% | −9,209−48.1% | Reduced |
| Cooper Financial Group | 9,911 | $3.24M | 0.27% | −451−4.4% | Reduced |
| Directional Asset Management | 9,878 | $3.23M | 3.08% | −1,261−11.3% | Reduced |
| Trail Ridge Investment Advisors, LLC | 9,869 | $3.23M | 1.36% | −212−2.1% | Reduced |
| Childress Capital Advisors, LLC | 9,867 | $3.23M | 0.53% | +324+3.4% | Added |
| US Asset Management LLC | 9,861 | $3.23M | 2.46% | −151−1.5% | Reduced |
| Sage Rhino Capital LLC | 9,855 | $3.23M | 0.53% | +53+0.5% | Added |
| Wernau Asset Management Inc. | 9,835 | $3.22M | 3.05% | +220+2.3% | Added |
| Corundum Group, Inc. | 9,835 | $3.22M | 0.95% | +87+0.9% | Added |
| Adelphi Trust Co | 9,825 | $3.22M | 2.13% | +2,383+32.0% | Added |
| Sjbenen Advisory, LLC | 9,700 | $3.21M | 1.90% | 00.0% | Unchanged |
| Compass Capital Management, Inc | 9,804 | $3.21M | 0.19% | −10−0.1% | Reduced |
| Kidder Stephen W | 9,803 | $3.21M | 0.81% | 00.0% | Unchanged |
| Hartford Funds Management Co LLC | 9,801 | $3.21M | 0.26% | +827+9.2% | Added |
| Ramsay, Stattman, Vela & Price, Inc. | 9,795 | $3.21M | 0.57% | 00.0% | Unchanged |
| Sanders Morris Harris LLC | 9,780 | $3.20M | 1.86% | −8,861−47.5% | Reduced |
| Gen-Wealth Partners Inc | 9,777 | $3.20M | 0.89% | +511+5.5% | Added |
| Applied Capital LLC | 9,771 | $3.20M | 2.14% | −10−0.1% | Reduced |
| Vaquero Private Wealth, Ltd | 9,767 | $3.20M | 0.66% | +9,767 | New |
| First County Bank | 9,744 | $3.19M | 1.50% | +1,156+13.5% | Added |
| Bannerstone Capital Management, LLC | 9,720 | $3.18M | 2.68% | −30.0% | Reduced |
| First Command Advisory Services, Inc. | 9,714 | $3.18M | 0.02% | −1,901−16.4% | Reduced |
| Legacy Bridge, LLC | 9,712 | $3.18M | 0.98% | 00.0% | Unchanged |
| Evergreen Wealth Management, LLC | 9,704 | $3.18M | 1.49% | +1,457+17.7% | Added |
| TKG Advisors, LLC | 9,667 | $3.16M | 1.10% | +534+5.8% | Added |
| GoalVest Advisory LLC | 9,656 | $3.16M | 0.59% | −4,676−32.6% | Reduced |
| Notis-McConarty Edward | 9,628 | $3.15M | 1.36% | 00.0% | Unchanged |
| Wealthquest Corp | 9,622 | $3.15M | 0.20% | +558+6.2% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 9,602 | $3.14M | 1.05% | +491+5.4% | Added |
| Woodard & Co Asset Management Group Inc | 9,594 | $3.14M | 0.45% | +363+3.9% | Added |
| Reik & Co., LLC | 9,590 | $3.14M | 0.82% | 00.0% | Unchanged |
| De Burlo Group Inc | 9,581 | $3.14M | 0.57% | +10.0% | Added |
| First Citizens Financial Corp | 9,571 | $3.13M | 1.31% | −305−3.1% | Reduced |
| Ducere Wealth Management LLC | 9,545 | $3.12M | 0.94% | +112+1.2% | Added |
| Sunbeam Capital Management, LLC | 9,542 | $3.12M | 1.43% | +214+2.3% | Added |
| Mosaic Financial Group, LLC | 9,540 | $3.12M | 2.00% | +301+3.3% | Added |
| First Bank & Trust | 9,538 | $3.12M | 0.46% | −80−0.8% | Reduced |
| Bullock Wealth Management Group | 9,341 | $3.12M | 1.35% | +1,856+24.8% | Added |
| South Street Advisors LLC | 9,518 | $3.12M | 0.41% | 00.0% | Unchanged |
| Quantum Financial Advisors, LLC | 9,511 | $3.11M | 0.31% | +180+1.9% | Added |
| HMS Capital Management, LLC | 9,506 | $3.11M | 1.16% | −147−1.5% | Reduced |
| Grant Private Wealth Management Inc | 9,490 | $3.11M | 1.31% | +512+5.7% | Added |
| Keudell/Morrison Wealth Management | 9,490 | $3.11M | 0.59% | +16+0.2% | Added |
| Trillium Asset Management, LLC | 9,482 | $3.10M | 0.10% | −124−1.3% | Reduced |
| Spreng Capital Management, Inc. | 9,476 | $3.10M | 1.13% | +33+0.3% | Added |
| Kapstone Financial Advisors LLC | 9,463 | $3.10M | 1.30% | +313+3.4% | Added |
| High Net Worth Advisory Group LLC | 9,458 | $3.10M | 0.66% | +41+0.4% | Added |
| Vivid Wealth Management, LLC | 9,453 | $3.09M | 1.09% | −52−0.5% | Reduced |
| Inman Jager Wealth Management, LLC | 9,452 | $3.09M | 1.65% | +784+9.0% | Added |
| Powell Investment Advisors, LLC | 9,451 | $3.09M | 0.98% | −402−4.1% | Reduced |
| P.A.W. Capital Corp | 9,445 | $3.09M | 2.37% | −1,145−10.8% | Reduced |
| Weil Company, Inc. | 9,436 | $3.09M | 0.54% | −3,409−26.5% | Reduced |
| Calton & Associates, Inc. | 9,436 | $3.09M | 0.45% | −2,216−19.0% | Reduced |
| Terril Brothers, Inc. | 9,425 | $3.09M | 0.80% | 00.0% | Unchanged |
| Cadia Private Client LLC | 9,403 | $3.08M | 2.21% | +40.0% | Added |
| Alexander Randolph Advisory, Inc. | 9,385 | $3.07M | 2.53% | −772−7.6% | Reduced |
| Financial Management Network Inc | 8,995 | $3.07M | 0.44% | +97+1.1% | Added |
| Godshalk Welsh Capital Management, Inc. | 9,370 | $3.07M | 1.66% | −125−1.3% | Reduced |